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Acorn Creek Capital LLC Has $8.33 Million Stock Position in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)
Acorn Creek Capital LLC lifted its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 4.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Broadway Financial (NASDAQ:BYFC) Posts Earnings Results
Broadway Financial (NASDAQ:BYFC – Get Free Report) posted its earnings results on Monday. The savings and loans company reported $0.06 EPS for the quarter, Zacks reports. Broadway Financial had a return on equity of 2.43% and... More of this article »
Union Bancaire Privee UBP SA Invests $2.45 Million in Fortinet, Inc. (NASDAQ:FTNT)
Union Bancaire Privee UBP SA acquired a new stake in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 25,485 shares... More of this article »
Mount Yale Investment Advisors LLC Trims Holdings in EMCOR Group, Inc. (NYSE:EME)
Mount Yale Investment Advisors LLC trimmed its position in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 1.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
MKT Advisors LLC Has $626,000 Stock Holdings in The Procter & Gamble Company (NYSE:PG)
MKT Advisors LLC trimmed its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 4.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Nilsine Partners LLC Acquires 3,386 Shares of ConocoPhillips (NYSE:COP)
Nilsine Partners LLC boosted its holdings in ConocoPhillips (NYSE:COP – Free Report) by 22.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
FSC Wealth Advisors LLC Sells 700 Shares of Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL)
FSC Wealth Advisors LLC lowered its position in Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 3.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
7,328 Shares in iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD) Purchased by Greenup Street Wealth Management LLC
Greenup Street Wealth Management LLC bought a new position in shares of iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSEARCA:LQD – Free Report) during the fourth quarter, according to its most recent Form 13F filing... More of this article »
19,350 Shares in Everus (NYSE:ECG) Purchased by Cascade Investment Advisors Inc.
Cascade Investment Advisors Inc. purchased a new stake in Everus (NYSE:ECG – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 19,350 shares... More of this article »
Pacer Advisors Inc. Increases Stock Holdings in United Parcel Service, Inc. (NYSE:UPS)
Pacer Advisors Inc. lifted its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 11.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Nilsine Partners LLC Grows Stock Position in PepsiCo, Inc. (NASDAQ:PEP)
Nilsine Partners LLC increased its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.5% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 11,114 shares of the company’s stock... More of this article »
Level Financial Advisors Has $12.46 Million Stock Position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Level Financial Advisors lifted its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 7.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
JDH Wealth Management LLC Purchases Shares of 97,155 Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)
JDH Wealth Management LLC acquired a new position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Shares Sold by Nikulski Financial Inc.
Nikulski Financial Inc. lessened its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 9.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Epiq Partners LLC Buys 1,500 Shares of Brookfield Renewable Partners L.P. (NYSE:BEP)
Epiq Partners LLC grew its stake in Brookfield Renewable Partners L.P. (NYSE:BEP – Free Report) (TSE:BEP) by 1.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Mount Yale Investment Advisors LLC Makes New Investment in Coterra Energy Inc. (NYSE:CTRA)
Mount Yale Investment Advisors LLC purchased a new stake in shares of Coterra Energy Inc. (NYSE:CTRA – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Nilsine Partners LLC Cuts Stake in The Kroger Co. (NYSE:KR)
Nilsine Partners LLC decreased its stake in The Kroger Co. (NYSE:KR – Free Report) by 0.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 247,139... More of this article »
Integrity Wealth Solutions LLC Boosts Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Integrity Wealth Solutions LLC lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
DA Davidson Estimates Ichor’s FY2025 Earnings (NASDAQ:ICHR)
Ichor Holdings, Ltd. (NASDAQ:ICHR – Free Report) – Stock analysts at DA Davidson reduced their FY2025 earnings estimates for Ichor in a research report issued on Monday, January 27th. DA Davidson analyst T. Diffely... More of this article »
Berkshire Bank Raises Stock Position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)
Berkshire Bank lifted its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 2.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 540,834 shares of the... More of this article »
Workhorse Group Announces Issuance of Ninth Additional Note
Workhorse Group Inc. (NASDAQ: WKHS) recently disclosed entering into a Securities Purchase Agreement, where the company agreed to issue and sell senior secured convertible notes and warrants to an institutional investor. On January... More of this article »
Foundations Investment Advisors LLC Trims Position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)
Foundations Investment Advisors LLC lessened its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent disclosure... More of this article »
Piscataqua Savings Bank Sells 297 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Piscataqua Savings Bank reduced its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Parsons Capital Management Inc. RI Reduces Stock Holdings in Global X Copper Miners ETF (NYSEARCA:COPX)
Parsons Capital Management Inc. RI reduced its stake in shares of Global X Copper Miners ETF (NYSEARCA:COPX – Free Report) by 26.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Pacer Advisors Inc. Invests $69.25 Million in HNI Co. (NYSE:HNI)
Pacer Advisors Inc. bought a new position in shares of HNI Co. (NYSE:HNI – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Geneos Wealth Management Inc. Sells 1,348 Shares of Union Pacific Co. (NYSE:UNP)
Geneos Wealth Management Inc. reduced its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 27.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Drive Wealth Management LLC Sells 8,449 Shares of Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV)
Drive Wealth Management LLC decreased its position in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) by 73.6% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Dynamic Advisor Solutions LLC Sells 1,976 Shares of American Electric Power Company, Inc. (NASDAQ:AEP)
Dynamic Advisor Solutions LLC decreased its holdings in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 26.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Apexium Financial LP Buys New Holdings in Fidelity MSCI Consumer Staples Index ETF (NYSEARCA:FSTA)
Apexium Financial LP purchased a new position in shares of Fidelity MSCI Consumer Staples Index ETF (NYSEARCA:FSTA – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Apexium Financial LP Acquires Shares of 13,354 Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)
Apexium Financial LP acquired a new stake in shares of Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Blue Trust Inc. Boosts Stock Holdings in Vistra Corp. (NYSE:VST)
Blue Trust Inc. boosted its position in Vistra Corp. (NYSE:VST – Free Report) by 29.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 11,758 shares... More of this article »
Bio-Rad Laboratories, Inc. (NYSE:BIO) Given Consensus Recommendation of “Moderate Buy” by Brokerages
Shares of Bio-Rad Laboratories, Inc. (NYSE:BIO – Get Free Report) have been given a consensus rating of “Moderate Buy” by the five analysts that are covering the company, MarketBeat reports. Two analysts have rated... More of this article »
Kingswood Wealth Advisors LLC Sells 300 Shares of Materion Co. (NYSE:MTRN)
Kingswood Wealth Advisors LLC decreased its position in Materion Co. (NYSE:MTRN – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
PFG Investments LLC Purchases 661 Shares of iShares Biotechnology ETF (NASDAQ:IBB)
PFG Investments LLC lifted its position in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 7.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Coloplast A/S (CLPBY) to Release Quarterly Earnings on Tuesday
Coloplast A/S (OTCMKTS:CLPBY – Get Free Report) is projected to release its earnings data on Tuesday, February 4th. Analysts expect Coloplast A/S to post earnings of $0.08 per share for the quarter. Coloplast A/S has set its... More of this article »
PFG Investments LLC Sells 570 Shares of Ferrari (NYSE:RACE)
PFG Investments LLC lowered its position in Ferrari (NYSE:RACE – Free Report) by 12.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
PFG Investments LLC Sells 396 Shares of Citigroup Inc. (NYSE:C)
PFG Investments LLC cut its position in Citigroup Inc. (NYSE:C – Free Report) by 1.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 25,508 shares of... More of this article »
Oaktree Specialty Lending (OCSL) Expected to Announce Quarterly Earnings on Tuesday
Oaktree Specialty Lending (NASDAQ:OCSL – Get Free Report) is expected to announce its earnings results before the market opens on Tuesday, February 4th. Analysts expect the company to announce earnings of $0.55 per share and... More of this article »