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William Howard & Co Financial Advisors Inc Purchases 5,531 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)
William Howard & Co Financial Advisors Inc increased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 201.6% in the 4th quarter, according to the company in its most recent filing... More of this article »
Nu Holdings Ltd. (NYSE:NU) is Coronation Fund Managers Ltd.’s 5th Largest Position
Coronation Fund Managers Ltd. increased its holdings in Nu Holdings Ltd. (NYSE:NU – Free Report) by 108.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
19,209 Shares in The Travelers Companies, Inc. (NYSE:TRV) Purchased by Elevate Capital Advisors LLC
Elevate Capital Advisors LLC acquired a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Angeles Wealth Management LLC Sells 64 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Angeles Wealth Management LLC trimmed its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Holdings Boosted by Moser Wealth Advisors LLC
Moser Wealth Advisors LLC raised its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
The New York Times Company (NYSE:NYT) Shares Sold by Moloney Securities Asset Management LLC
Moloney Securities Asset Management LLC trimmed its position in shares of The New York Times Company (NYSE:NYT – Free Report) by 34.3% in the fourth quarter, HoldingsChannel reports. The firm owned 12,274 shares of the company’s... More of this article »
Apollon Wealth Management LLC Raises Stock Holdings in Autodesk, Inc. (NASDAQ:ADSK)
Apollon Wealth Management LLC increased its stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 10.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Cidel Asset Management Inc. Acquires 118 Shares of Steel Dynamics, Inc. (NASDAQ:STLD)
Cidel Asset Management Inc. raised its holdings in shares of Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 6.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Golden State Wealth Management LLC Invests $92,000 in The J. M. Smucker Company (NYSE:SJM)
Golden State Wealth Management LLC acquired a new stake in shares of The J. M. Smucker Company (NYSE:SJM – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Richard C. Young & CO. LTD. Sells 1,282 Shares of Valero Energy Co. (NYSE:VLO)
Richard C. Young & CO. LTD. cut its position in Valero Energy Co. (NYSE:VLO – Free Report) by 1.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Strategic Financial Concepts LLC Invests $4.55 Million in Nordson Co. (NASDAQ:NDSN)
Strategic Financial Concepts LLC bought a new stake in Nordson Co. (NASDAQ:NDSN – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Bleakley Financial Group LLC Purchases 114 Shares of Willis Towers Watson Public Limited (NASDAQ:WTW)
Bleakley Financial Group LLC grew its holdings in shares of Willis Towers Watson Public Limited (NASDAQ:WTW – Free Report) by 4.6% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Exxon Mobil Co. (NYSE:XOM) Shares Bought by Robertson Stephens Wealth Management LLC
Robertson Stephens Wealth Management LLC increased its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Stoneridge Investment Partners LLC Takes Position in Lam Research Co. (NASDAQ:LRCX)
Stoneridge Investment Partners LLC acquired a new stake in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Brokerages Set Hub Group, Inc. (NASDAQ:HUBG) PT at $48.27
Hub Group, Inc. (NASDAQ:HUBG – Get Free Report) has been assigned an average rating of “Hold” from the eleven analysts that are presently covering the firm, Marketbeat.com reports. Eight investment analysts have... More of this article »
Mid Cap Stocks To Consider – February 08th
Oklo, BigBear.ai, BILL, e.l.f. Beauty, Direxion Daily TSLA Bull 2X Shares, Rigetti Computing, and United States Steel are the seven Mid Cap stocks to watch today, according to MarketBeat’s stock screener tool. Mid cap stocks... More of this article »
First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) Shares Sold by Stephens Inc. AR
Stephens Inc. AR lowered its position in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 9.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
15,840 Shares in W. P. Carey Inc. (NYSE:WPC) Acquired by Wealthstar Advisors LLC
Wealthstar Advisors LLC bought a new position in shares of W. P. Carey Inc. (NYSE:WPC – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 15,840 shares... More of this article »
Wealthstar Advisors LLC Takes $224,000 Position in iShares Floating Rate Bond ETF (BATS:FLOT)
Wealthstar Advisors LLC purchased a new position in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Angeles Wealth Management LLC Sells 108 Shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL)
Angeles Wealth Management LLC cut its position in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 3.6% during the 4th quarter, Holdings Channel reports. The firm owned 2,934 shares of the transportation... More of this article »
Wealthstar Advisors LLC Takes $558,000 Position in Marathon Petroleum Co. (NYSE:MPC)
Wealthstar Advisors LLC bought a new position in shares of Marathon Petroleum Co. (NYSE:MPC – 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 »
Alliance Wealth Advisors LLC Makes New $348,000 Investment in Becton, Dickinson and Company (NYSE:BDX)
Alliance Wealth Advisors LLC purchased a new position in Becton, Dickinson and Company (NYSE:BDX – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Liberty Capital Management Inc. Has $4.97 Million Holdings in Abbott Laboratories (NYSE:ABT)
Liberty Capital Management Inc. boosted its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 0.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Vest Financial LLC Purchases 1,561 Shares of Merck & Co., Inc. (NYSE:MRK)
Vest Financial LLC lifted its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 14.7% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
AB Core Plus Bond ETF (NASDAQ:CPLS) Stake Boosted by Wagner Wealth Management LLC
Wagner Wealth Management LLC lifted its stake in shares of AB Core Plus Bond ETF (NASDAQ:CPLS – Free Report) by 0.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Activest Wealth Management Boosts Stake in iShares MSCI World ETF (NYSEARCA:URTH)
Activest Wealth Management boosted its stake in shares of iShares MSCI World ETF (NYSEARCA:URTH – Free Report) by 57.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
a16z Perennial Management L.P. Makes New $812,000 Investment in Bitwise Bitcoin ETF (NYSEARCA:BITB)
a16z Perennial Management L.P. purchased a new position in shares of Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Lowers Stock Position in Builders FirstSource, Inc. (NYSE:BLDR)
Vaughan Nelson Investment Management L.P. decreased its position in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 26.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Avantis Emerging Markets Small Cap Equity ETF (NYSEARCA:AVEE) Stock Holdings Lifted by Efficient Frontier Advisors LLC
Efficient Frontier Advisors LLC increased its holdings in Avantis Emerging Markets Small Cap Equity ETF (NYSEARCA:AVEE – Free Report) by 83.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
Albemarle Co. (NYSE:ALB) Shares Sold by Stiles Financial Services Inc
Stiles Financial Services Inc lowered its holdings in shares of Albemarle Co. (NYSE:ALB – Free Report) by 9.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Stiles Financial Services Inc Acquires New Position in BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC)
Stiles Financial Services Inc bought a new position in shares of BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor bought 30,354 shares... More of this article »
Rede Wealth LLC Raises Holdings in Applied Materials, Inc. (NASDAQ:AMAT)
Rede Wealth LLC increased its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 1.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,265... More of this article »
Benedict Financial Advisors Inc. Has $2.82 Million Position in Invesco QQQ (NASDAQ:QQQ)
Benedict Financial Advisors Inc. increased its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 5,522 shares of the exchange... More of this article »
iShares MSCI ACWI ETF (NASDAQ:ACWI) Shares Bought by RFP Financial Group LLC
RFP Financial Group LLC boosted its stake in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 3.7% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 27,943 shares of the company’s... More of this article »
Coeur Mining Announces Amendment to Strategic Business Combination Transaction
Coeur Mining, Inc. (NYSE: CDE) recently disclosed in an 8-K filing with the Securities and Exchange Commission an amendment to its strategic business combination transaction. On February 5, 2025, Coeur Mining, along with SilverCrest... More of this article »
Newbridge Financial Services Group Inc. Buys New Holdings in Republic Services, Inc. (NYSE:RSG)
Newbridge Financial Services Group Inc. purchased a new stake in Republic Services, Inc. (NYSE:RSG – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
NRG Energy, Inc. (NYSE:NRG) Given Average Rating of “Moderate Buy” by Analysts
NRG Energy, Inc. (NYSE:NRG – Get Free Report) has been given an average recommendation of “Moderate Buy” by the seven analysts that are presently covering the firm, MarketBeat.com reports. Two research analysts have... More of this article »
Zurn Elkay Water Solutions Co. (NYSE:ZWS) Receives $38.67 Consensus Target Price from Analysts
Zurn Elkay Water Solutions Co. (NYSE:ZWS – Get Free Report) has been given a consensus rating of “Moderate Buy” by the six analysts that are currently covering the stock, Marketbeat.com reports. Three equities research... More of this article »