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Image for 1,275 Shares in Blackstone Inc. (NYSE:BX) Bought by Baron Financial Group LLC

1,275 Shares in Blackstone Inc. (NYSE:BX) Bought by Baron Financial Group LLC

Baron Financial Group LLC bought a new position in shares of Blackstone Inc. (NYSE:BX – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 1,275 shares of the asset manager’s... More of this article »
Image for Smith Chas P & Associates PA Cpas Increases Stock Position in Lockheed Martin Co. (NYSE:LMT)

Smith Chas P & Associates PA Cpas Increases Stock Position in Lockheed Martin Co. (NYSE:LMT)

Smith Chas P & Associates PA Cpas lifted its holdings in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 1.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Marshall Financial Group LLC Increases Stake in Mastercard Incorporated (NYSE:MA)

Marshall Financial Group LLC Increases Stake in Mastercard Incorporated (NYSE:MA)

Marshall Financial Group LLC increased its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Insight Inv LLC Takes $226,000 Position in Lockheed Martin Co. (NYSE:LMT)

Insight Inv LLC Takes $226,000 Position in Lockheed Martin Co. (NYSE:LMT)

Insight Inv LLC acquired a new stake in Lockheed Martin Co. (NYSE:LMT – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Sunny Optical Technology (Group) (OTCMKTS:SNPTF) Shares Cross Above Fifty Day Moving Average   – Here’s What Happened

Sunny Optical Technology (Group) (OTCMKTS:SNPTF) Shares Cross Above Fifty Day Moving Average – Here’s What Happened

Sunny Optical Technology (Group) Company Limited (OTCMKTS:SNPTF – Get Free Report)’s stock price passed above its 50 day moving average during trading on Friday . The stock has a 50 day moving average of $8.10 and traded... More of this article »
Image for Moody Lynn & Lieberson LLC Purchases 2,410 Shares of The Coca-Cola Company (NYSE:KO)

Moody Lynn & Lieberson LLC Purchases 2,410 Shares of The Coca-Cola Company (NYSE:KO)

Moody Lynn & Lieberson LLC raised its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Sylogist (OTCMKTS:SYZLF) Stock Price Passes Below 200-Day Moving Average   – Time to Sell?

Sylogist (OTCMKTS:SYZLF) Stock Price Passes Below 200-Day Moving Average – Time to Sell?

Shares of Sylogist Ltd. (OTCMKTS:SYZLF – Get Free Report) passed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $7.47 and traded as low as $7.29. Sylogist shares last traded... More of this article »
Image for Cypress Point Wealth Management LLC Has $1.82 Million Holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS)

Cypress Point Wealth Management LLC Has $1.82 Million Holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS)

Cypress Point Wealth Management LLC boosted its holdings in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 20.4% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Cora Capital Advisors LLC Has $443,000 Stock Position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Cora Capital Advisors LLC Has $443,000 Stock Position in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Cora Capital Advisors LLC lifted its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 19.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Investment Research & Advisory Group Inc. Grows Stake in Netflix, Inc. (NASDAQ:NFLX)

Investment Research & Advisory Group Inc. Grows Stake in Netflix, Inc. (NASDAQ:NFLX)

Investment Research & Advisory Group Inc. lifted its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 5.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Precedent Wealth Partners LLC Has $1.63 Million Stake in Cummins Inc. (NYSE:CMI)

Precedent Wealth Partners LLC Has $1.63 Million Stake in Cummins Inc. (NYSE:CMI)

Precedent Wealth Partners LLC increased its stake in shares of Cummins Inc. (NYSE:CMI – Free Report) by 3.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Cora Capital Advisors LLC Invests $217,000 in ServiceNow, Inc. (NYSE:NOW)

Cora Capital Advisors LLC Invests $217,000 in ServiceNow, Inc. (NYSE:NOW)

Cora Capital Advisors LLC acquired a new position in ServiceNow, Inc. (NYSE:NOW – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Commerzbank (ETR:CBK) Share Price Crosses Above Two Hundred Day Moving Average   – What’s Next?

Commerzbank (ETR:CBK) Share Price Crosses Above Two Hundred Day Moving Average – What’s Next?

Commerzbank AG (ETR:CBK – Get Free Report)’s stock price passed above its two hundred day moving average during trading on Friday . The stock has a two hundred day moving average of €15.20 ($16.00) and traded as high... More of this article »
Image for Alan B Lancz & Associates Inc. Cuts Stake in QUALCOMM Incorporated (NASDAQ:QCOM)

Alan B Lancz & Associates Inc. Cuts Stake in QUALCOMM Incorporated (NASDAQ:QCOM)

Alan B Lancz & Associates Inc. reduced its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 3.2% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 15,172 shares... More of this article »
Image for Lowe’s Companies, Inc. (NYSE:LOW) Shares Sold by Smith Chas P & Associates PA Cpas

Lowe’s Companies, Inc. (NYSE:LOW) Shares Sold by Smith Chas P & Associates PA Cpas

Smith Chas P & Associates PA Cpas lessened its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Park Edge Advisors LLC Acquires New Shares in Intuitive Surgical, Inc. (NASDAQ:ISRG)

Park Edge Advisors LLC Acquires New Shares in Intuitive Surgical, Inc. (NASDAQ:ISRG)

Park Edge Advisors LLC bought a new stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought... More of this article »
Image for First Citizens Bank & Trust Co. Acquires 365,602 Shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

First Citizens Bank & Trust Co. Acquires 365,602 Shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

First Citizens Bank & Trust Co. lifted its holdings in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 25.6% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Harrell Investment Partners LLC Has $2.35 Million Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Harrell Investment Partners LLC Has $2.35 Million Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Harrell Investment Partners LLC lifted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 6.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 19,425 shares of... More of this article »
Image for Guerra Pan Advisors LLC Buys 1,283 Shares of Chipotle Mexican Grill, Inc. (NYSE:CMG)

Guerra Pan Advisors LLC Buys 1,283 Shares of Chipotle Mexican Grill, Inc. (NYSE:CMG)

Guerra Pan Advisors LLC grew its stake in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 10.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for AbbVie Inc. (NYSE:ABBV) Shares Sold by Patton Albertson Miller Group LLC

AbbVie Inc. (NYSE:ABBV) Shares Sold by Patton Albertson Miller Group LLC

Patton Albertson Miller Group LLC cut its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.1% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 21,097 shares... More of this article »
Image for MFA Wealth Services Makes New Investment in The Home Depot, Inc. (NYSE:HD)

MFA Wealth Services Makes New Investment in The Home Depot, Inc. (NYSE:HD)

MFA Wealth Services acquired a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Clarendon Private LLC Purchases New Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Clarendon Private LLC Purchases New Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Clarendon Private LLC acquired a new position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Monarch Blue Chips Core Index ETF (BATS:MBCC) Shares Up 5.3%  – Should You Buy?

Monarch Blue Chips Core Index ETF (BATS:MBCC) Shares Up 5.3% – Should You Buy?

Shares of Monarch Blue Chips Core Index ETF (BATS:MBCC – Get Free Report) rose 5.3% during trading on Friday . The company traded as high as $34.11 and last traded at $35.78. Approximately 20,041 shares changed hands during trading,... More of this article »
Image for GSB Wealth Management LLC Takes $231,000 Position in Netflix, Inc. (NASDAQ:NFLX)

GSB Wealth Management LLC Takes $231,000 Position in Netflix, Inc. (NASDAQ:NFLX)

GSB Wealth Management LLC bought a new stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for 329,940 Shares in Kayne Anderson BDC, Inc. (NYSE:KBDC) Purchased by Requisite Capital Management LLC

329,940 Shares in Kayne Anderson BDC, Inc. (NYSE:KBDC) Purchased by Requisite Capital Management LLC

Requisite Capital Management LLC acquired a new position in Kayne Anderson BDC, Inc. (NYSE:KBDC – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for 1834 Investment Advisors Co. Sells 4,373 Shares of LyondellBasell Industries (NYSE:LYB)

1834 Investment Advisors Co. Sells 4,373 Shares of LyondellBasell Industries (NYSE:LYB)

1834 Investment Advisors Co. cut its holdings in LyondellBasell Industries (NYSE:LYB – Free Report) by 24.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for 1834 Investment Advisors Co. Cuts Position in The Western Union Company (NYSE:WU)

1834 Investment Advisors Co. Cuts Position in The Western Union Company (NYSE:WU)

1834 Investment Advisors Co. reduced its holdings in The Western Union Company (NYSE:WU – Free Report) by 10.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Novare Capital Management LLC Reduces Stock Holdings in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Novare Capital Management LLC Reduces Stock Holdings in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL)

Novare Capital Management LLC lessened its stake in shares of iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 2.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) Stock Position Increased by Affinity Wealth Management LLC

First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) Stock Position Increased by Affinity Wealth Management LLC

Affinity Wealth Management LLC grew its position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Vista Investment Partners LLC Buys 980 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Vista Investment Partners LLC Buys 980 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Vista Investment Partners LLC boosted its position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 128.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Crescent Grove Advisors LLC Increases Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Crescent Grove Advisors LLC Increases Holdings in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Crescent Grove Advisors LLC raised its holdings in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for NCR Voyix Co. (NYSE:VYX) Shares Sold by Crescent Grove Advisors LLC

NCR Voyix Co. (NYSE:VYX) Shares Sold by Crescent Grove Advisors LLC

Crescent Grove Advisors LLC trimmed its position in shares of NCR Voyix Co. (NYSE:VYX – Free Report) by 4.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for METROPOLITAN BANK HOLDING CORP. Announces Financial Results for Q4 and FY 2024Metropolitan Bank Holding Corp. (NYSE: MCB) recently disclosed its financial outcomes for the fourth quarter and full year of 2024. The press release unveiled the results a

METROPOLITAN BANK HOLDING CORP. Announces Financial Results for Q4 and FY 2024Metropolitan Bank Holding Corp. (NYSE: MCB) recently disclosed its financial outcomes for the fourth quarter and full year of 2024. The press release unveiled the results a

This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Metropolitan Bank’s 8K filing here. About Metropolitan Bank (Get Free Report) Metropolitan... More of this article »
Image for Imagination Park Entertainments Receives Conditional Clearance for Business Combination with DS Smith Plc

Imagination Park Entertainments Receives Conditional Clearance for Business Combination with DS Smith Plc

Imagination Park Entertainment (CNSX:IP) recently announced that the European Commission has issued conditional Phase I clearance regarding its proposed business combination with DS Smith Plc. The clearance, received on January 24,... More of this article »
Image for First Bancorp Inc ME Acquires 48 Shares of Invesco QQQ (NASDAQ:QQQ)

First Bancorp Inc ME Acquires 48 Shares of Invesco QQQ (NASDAQ:QQQ)

First Bancorp Inc ME raised its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Cora Capital Advisors LLC Boosts Holdings in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)

Cora Capital Advisors LLC Boosts Holdings in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)

Cora Capital Advisors LLC lifted its stake in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF – Free Report) by 6.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Juncture Wealth Strategies LLC Acquires 245,583 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Juncture Wealth Strategies LLC Acquires 245,583 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Juncture Wealth Strategies LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 224.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Jamison Private Wealth Management Inc. Boosts Stock Position in The J. M. Smucker Company (NYSE:SJM)

Jamison Private Wealth Management Inc. Boosts Stock Position in The J. M. Smucker Company (NYSE:SJM)

Jamison Private Wealth Management Inc. boosted its position in The J. M. Smucker Company (NYSE:SJM – Free Report) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Jamison Private Wealth Management Inc. Sells 5,761 Shares of Synovus Financial Corp. (NYSE:SNV)

Jamison Private Wealth Management Inc. Sells 5,761 Shares of Synovus Financial Corp. (NYSE:SNV)

Jamison Private Wealth Management Inc. lowered its position in Synovus Financial Corp. (NYSE:SNV – Free Report) by 36.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Crescent Grove Advisors LLC Acquires 1,595 Shares of ARK Genomic Revolution ETF (BATS:ARKG)

Crescent Grove Advisors LLC Acquires 1,595 Shares of ARK Genomic Revolution ETF (BATS:ARKG)

Crescent Grove Advisors LLC lifted its holdings in ARK Genomic Revolution ETF (BATS:ARKG – Free Report) by 5.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »