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Crossmark Global Holdings Inc. Sells 2,701 Shares of Sun Life Financial Inc. (NYSE:SLF)
Crossmark Global Holdings Inc. cut its stake in shares of Sun Life Financial Inc. (NYSE:SLF – Free Report) (TSE:SLF) by 1.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
CF Industries Holdings, Inc. (NYSE:CF) Shares Sold by Royal Fund Management LLC
Royal Fund Management LLC reduced its holdings in shares of CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 22.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Invesco Global Short Term High Yield Bond ETF (NYSEARCA:PGHY) Shares Sold by Royal Fund Management LLC
Royal Fund Management LLC reduced its stake in Invesco Global Short Term High Yield Bond ETF (NYSEARCA:PGHY – Free Report) by 47.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Martel Wealth Advisors Inc Buys Shares of 3,000 Illinois Tool Works Inc. (NYSE:ITW)
Martel Wealth Advisors Inc purchased a new position in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 3,000... More of this article »
New Hampshire Trust Decreases Holdings in Norfolk Southern Co. (NYSE:NSC)
New Hampshire Trust decreased its holdings in Norfolk Southern Co. (NYSE:NSC – Free Report) by 5.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 4,448 shares... More of this article »
Grove Bank & Trust Reduces Position in Intel Co. (NASDAQ:INTC)
Grove Bank & Trust cut its holdings in shares of Intel Co. (NASDAQ:INTC – Free Report) by 16.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Reliant Investment Management LLC Trims Stock Holdings in Tyler Technologies, Inc. (NYSE:TYL)
Reliant Investment Management LLC lowered its stake in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Sugar Maple Asset Management LLC Acquires New Stake in VanEck BDC Income ETF (NYSEARCA:BIZD)
Sugar Maple Asset Management LLC acquired a new stake in shares of VanEck BDC Income ETF (NYSEARCA:BIZD – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) Shares Sold by Sugar Maple Asset Management LLC
Sugar Maple Asset Management LLC trimmed its position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Lam Group Inc. Sells 1,740 Shares of Avantis Emerging Markets Small Cap Equity ETF (NYSEARCA:AVEE)
Lam Group Inc. decreased its holdings in Avantis Emerging Markets Small Cap Equity ETF (NYSEARCA:AVEE – Free Report) by 18.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Goldman Sachs JUST U.S. Large Cap Equity ETF (NYSEARCA:JUST) Shares Acquired by Ballentine Partners LLC
Ballentine Partners LLC raised its stake in shares of Goldman Sachs JUST U.S. Large Cap Equity ETF (NYSEARCA:JUST – Free Report) by 3.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Atwood & Palmer Inc. Sells 425 Shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM)
Atwood & Palmer Inc. trimmed its position in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Atwood & Palmer Inc. Purchases Shares of 617 Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Atwood & Palmer Inc. acquired a new position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 617 shares of... More of this article »
Walmart Inc. (NYSE:WMT) is DLK Investment Management LLC’s 9th Largest Position
DLK Investment Management LLC decreased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 81,156... More of this article »
Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO) Shares Purchased by Seven Post Investment Office LP
Seven Post Investment Office LP boosted its stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 100.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Atwood & Palmer Inc. Acquires 3,760 Shares of Goldman Sachs Access High Yield Corporate Bond ETF (NYSEARCA:GHYB)
Atwood & Palmer Inc. increased its holdings in Goldman Sachs Access High Yield Corporate Bond ETF (NYSEARCA:GHYB – Free Report) by 1.0% in the 4th quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Leonard Rickey Investment Advisors P.L.L.C. Buys 40,701 Shares of Capital Group Global Growth Equity ETF (NYSEARCA:CGGO)
Leonard Rickey Investment Advisors P.L.L.C. grew its stake in shares of Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 56.2% during the 4th quarter, according to its most recent Form 13F filing with... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Sold by Mechanics Bank Trust Department
Mechanics Bank Trust Department cut its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 1.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
ZWJ Investment Counsel Inc. Has $8.01 Million Stock Holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
ZWJ Investment Counsel Inc. increased its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 6.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Sky Investment Group LLC Reduces Position in Autodesk, Inc. (NASDAQ:ADSK)
Sky Investment Group LLC trimmed its position in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 1.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Sky Investment Group LLC Lowers Holdings in Veralto Co. (NYSE:VLTO)
Sky Investment Group LLC lowered its position in Veralto Co. (NYSE:VLTO – Free Report) by 11.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
NICE (NICE) – Research Analysts’ Weekly Ratings Changes
NICE (NASDAQ: NICE) recently received a number of ratings updates from brokerages and research firms: 1/21/2025 – NICE was upgraded by analysts at StockNews.com from a “buy” rating to a “strong-buy”... More of this article »
Strong Tower Advisory Services Boosts Stake in Walmart Inc. (NYSE:WMT)
Strong Tower Advisory Services increased its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 3.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Amplius Wealth Advisors LLC Acquires 20,911 Shares of Pfizer Inc. (NYSE:PFE)
Amplius Wealth Advisors LLC increased its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 80.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
McElhenny Sheffield Capital Management LLC Sells 110 Shares of Johnson & Johnson (NYSE:JNJ)
McElhenny Sheffield Capital Management LLC decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 5.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
404 Shares in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Purchased by Mechanics Bank Trust Department
Mechanics Bank Trust Department acquired a new position in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Priebe Wealth Holdings LLC Boosts Holdings in Federated Hermes U.S. Strategic Dividend ETF (NYSEARCA:FDV)
Priebe Wealth Holdings LLC lifted its holdings in Federated Hermes U.S. Strategic Dividend ETF (NYSEARCA:FDV – Free Report) by 99.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Koshinski Asset Management Inc. Boosts Stake in Franklin International Core Dividend Tilt Index ETF (NYSEARCA:DIVI)
Koshinski Asset Management Inc. boosted its holdings in shares of Franklin International Core Dividend Tilt Index ETF (NYSEARCA:DIVI – Free Report) by 13.1% in the 4th quarter, according to the company in its most recent 13F... More of this article »
LVW Advisors LLC Buys 700 Shares of The Walt Disney Company (NYSE:DIS)
LVW Advisors LLC lifted its position in The Walt Disney Company (NYSE:DIS – Free Report) by 14.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,470... More of this article »
Wealthquest Corp Has $15.37 Million Stock Position in US Treasury 3 Month Bill ETF (NASDAQ:TBIL)
Wealthquest Corp boosted its stake in shares of US Treasury 3 Month Bill ETF (NASDAQ:TBIL – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
iShares MSCI EAFE ETF (NYSEARCA:EFA) Stock Holdings Lifted by Amplius Wealth Advisors LLC
Amplius Wealth Advisors LLC grew its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 9.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 8,079 shares of the exchange... More of this article »
Prairiewood Capital LLC Sells 469 Shares of Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY)
Prairiewood Capital LLC cut its stake in Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Breakwater Investment Management Increases Position in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR)
Breakwater Investment Management lifted its stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 100.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Harbor Investment Advisory LLC Decreases Position in Oracle Co. (NYSE:ORCL)
Harbor Investment Advisory LLC decreased its position in Oracle Co. (NYSE:ORCL – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Diversify Wealth Management LLC Reduces Stake in Teledyne Technologies Incorporated (NYSE:TDY)
Diversify Wealth Management LLC trimmed its position in shares of Teledyne Technologies Incorporated (NYSE:TDY – Free Report) by 8.1% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
LVW Advisors LLC Raises Position in CMS Energy Co. (NYSE:CMS)
LVW Advisors LLC grew its position in shares of CMS Energy Co. (NYSE:CMS – Free Report) by 6.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Harbor Investment Advisory LLC Buys 20,769 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Harbor Investment Advisory LLC grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 105.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Sells 70 Shares of Stryker Co. (NYSE:SYK)
Mitchell Mcleod Pugh & Williams Inc. decreased its holdings in shares of Stryker Co. (NYSE:SYK – Free Report) by 8.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »