Home » Author Archive

Image for Park Edge Advisors LLC Cuts Stake in Exxon Mobil Co. (NYSE:XOM)

Park Edge Advisors LLC Cuts Stake in Exxon Mobil Co. (NYSE:XOM)

Park Edge Advisors LLC decreased its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.8% during the 4th quarter, Holdings Channel reports. The fund owned 30,870 shares of the oil and gas company’s stock after... More of this article »
Image for Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP) Shares Acquired by Denver Wealth Management Inc.

Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP) Shares Acquired by Denver Wealth Management Inc.

Denver Wealth Management Inc. increased its stake in shares of Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP – Free Report) by 3.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Image for BDO Unibank, Inc. (OTCMKTS:BDOUY) Sees Large Decrease in Short Interest

BDO Unibank, Inc. (OTCMKTS:BDOUY) Sees Large Decrease in Short Interest

BDO Unibank, Inc. (OTCMKTS:BDOUY – Get Free Report) was the target of a large drop in short interest in the month of January. As of January 15th, there was short interest totalling 500 shares, a drop of 96.6% from the December... More of this article »
Image for Boeing Reports Fourth Quarter ResultsARLINGTON, Va., January 28, 2025 – Boeing (NYSE: BA) has released its fourth quarter financial results for 2024, showcasing a revenue of $15.2 billion. The company reported a GAAP loss per share of ($5.46) and a c

Boeing Reports Fourth Quarter ResultsARLINGTON, Va., January 28, 2025 – Boeing (NYSE: BA) has released its fourth quarter financial results for 2024, showcasing a revenue of $15.2 billion. The company reported a GAAP loss per share of ($5.46) and a c

This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Boeing’s 8K filing here. About Boeing (Get Free Report) The Boeing Company,... More of this article »
Image for Q2 EPS Estimates for Viper Energy Boosted by Zacks Research

Q2 EPS Estimates for Viper Energy Boosted by Zacks Research

Viper Energy, Inc. (NASDAQ:VNOM – Free Report) – Zacks Research lifted their Q2 2025 earnings per share (EPS) estimates for shares of Viper Energy in a research note issued to investors on Monday, January 27th. Zacks... More of this article »
Image for Raymond James Weighs in on goeasy’s Q3 Earnings (TSE:GSY)

Raymond James Weighs in on goeasy’s Q3 Earnings (TSE:GSY)

goeasy Ltd. (TSE:GSY – Free Report) – Equities research analysts at Raymond James reduced their Q3 2025 EPS estimates for shares of goeasy in a research report issued on Tuesday, January 28th. Raymond James analyst... More of this article »
Image for RCS Financial Planning LLC Cuts Position in Vanguard Large-Cap ETF (NYSEARCA:VV)

RCS Financial Planning LLC Cuts Position in Vanguard Large-Cap ETF (NYSEARCA:VV)

RCS Financial Planning LLC lowered its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 7.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 2,781 shares of the company’s... More of this article »
Image for RCS Financial Planning LLC Grows Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

RCS Financial Planning LLC Grows Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

RCS Financial Planning LLC boosted its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 2.0% during the fourth quarter, HoldingsChannel reports. The fund owned 31,700 shares of the company’s... More of this article »
Image for RCS Financial Planning LLC Lowers Stake in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

RCS Financial Planning LLC Lowers Stake in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

RCS Financial Planning LLC decreased its position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 37.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 406,482 shares of the company’s... More of this article »
Image for Orca Wealth Management LLC Invests $237,000 in The Kraft Heinz Company (NASDAQ:KHC)

Orca Wealth Management LLC Invests $237,000 in The Kraft Heinz Company (NASDAQ:KHC)

Orca Wealth Management LLC bought a new stake in shares of The Kraft Heinz Company (NASDAQ:KHC – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for 60,208 Shares in UBS Group AG (NYSE:UBS) Acquired by Orca Wealth Management LLC

60,208 Shares in UBS Group AG (NYSE:UBS) Acquired by Orca Wealth Management LLC

Orca Wealth Management LLC purchased a new stake in shares of UBS Group AG (NYSE:UBS – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Orca Wealth Management LLC Acquires Shares of 15,926 Bunge Global SA (NYSE:BG)

Orca Wealth Management LLC Acquires Shares of 15,926 Bunge Global SA (NYSE:BG)

Orca Wealth Management LLC purchased a new stake in shares of Bunge Global SA (NYSE:BG – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 15,926 shares of the basic materials company’s... More of this article »
Image for CKW Financial Group Grows Stock Position in Walmart Inc. (NYSE:WMT)

CKW Financial Group Grows Stock Position in Walmart Inc. (NYSE:WMT)

CKW Financial Group boosted its position in Walmart Inc. (NYSE:WMT – Free Report) by 5.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 6,357 shares of the retailer’s stock after... More of this article »
Image for 22,727 Shares in JPMorgan Ultra-Short Municipal ETF (BATS:JMST) Acquired by BSW Wealth Partners

22,727 Shares in JPMorgan Ultra-Short Municipal ETF (BATS:JMST) Acquired by BSW Wealth Partners

BSW Wealth Partners acquired a new stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 22,727 shares of the company’s stock,... More of this article »
Image for Vanguard ESG International Stock ETF (BATS:VSGX) Shares Sold by DHK Financial Advisors Inc.

Vanguard ESG International Stock ETF (BATS:VSGX) Shares Sold by DHK Financial Advisors Inc.

DHK Financial Advisors Inc. reduced its stake in Vanguard ESG International Stock ETF (BATS:VSGX – Free Report) by 4.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Denver Wealth Management Inc. Purchases 1,265 Shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Denver Wealth Management Inc. Purchases 1,265 Shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Denver Wealth Management Inc. boosted its position in shares of SPDR S&P 500 ESG ETF (NYSEARCA:EFIV – Free Report) by 12.5% in the fourth quarter, Holdings Channel reports. The fund owned 11,391 shares of the company’s... More of this article »
Image for Clorox CFO Kevin Jacobsen to Retire; Luc Bellet Named Successor

Clorox CFO Kevin Jacobsen to Retire; Luc Bellet Named Successor

On January 23, 2025, Clorox (NYSE: CLX) announced in an SEC filing that its Executive Vice President – Chief Financial Officer, Kevin Jacobsen, will be retiring from the company effective April 1, 2025. Jacobsen, who has been with... More of this article »
Image for HC Wainwright Has Bearish Forecast for MIST Q1 Earnings

HC Wainwright Has Bearish Forecast for MIST Q1 Earnings

Milestone Pharmaceuticals Inc. (NASDAQ:MIST – Free Report) – Analysts at HC Wainwright cut their Q1 2025 earnings per share (EPS) estimates for Milestone Pharmaceuticals in a research note issued on Monday, January... More of this article »
Image for iShares Gold Trust (NYSEARCA:IAU) Shares Bought by BSW Wealth Partners

iShares Gold Trust (NYSEARCA:IAU) Shares Bought by BSW Wealth Partners

BSW Wealth Partners boosted its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 3.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Citigroup Inc. (NYSE:C) Shares Bought by Pacer Advisors Inc.

Citigroup Inc. (NYSE:C) Shares Bought by Pacer Advisors Inc.

Pacer Advisors Inc. lifted its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 88.0% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 266,537 shares... More of this article »
Image for Fidelity Total Bond ETF (NYSEARCA:FBND) Shares Acquired by Falcon Wealth Planning

Fidelity Total Bond ETF (NYSEARCA:FBND) Shares Acquired by Falcon Wealth Planning

Falcon Wealth Planning grew its position in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 2.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Short Interest in WANG & LEE GROUP, Inc. (NASDAQ:WLGS) Declines By 70.9%

Short Interest in WANG & LEE GROUP, Inc. (NASDAQ:WLGS) Declines By 70.9%

WANG & LEE GROUP, Inc. (NASDAQ:WLGS – Get Free Report) was the target of a large decline in short interest during the month of January. As of January 15th, there was short interest totalling 14,700 shares, a decline of... More of this article »
Image for Analysts Set Expectations for Parkland Q4 Earnings

Analysts Set Expectations for Parkland Q4 Earnings

Parkland Co. (TSE:PKI – Free Report) – Equities research analysts at National Bank Financial issued their Q4 2024 EPS estimates for Parkland in a research note issued to investors on Monday, January 27th. National Bank... More of this article »
Image for Perigon Wealth Management LLC Decreases Stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Perigon Wealth Management LLC Decreases Stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)

Perigon Wealth Management LLC cut its stake in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 7.1% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
Image for Nilsine Partners LLC Purchases New Stake in Dominion Energy, Inc. (NYSE:D)

Nilsine Partners LLC Purchases New Stake in Dominion Energy, Inc. (NYSE:D)

Nilsine Partners LLC acquired a new stake in Dominion Energy, Inc. (NYSE:D – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 13,405 shares of the utilities provider’s stock, valued... More of this article »
Image for Stonegate Investment Group LLC Has $593,000 Holdings in HubSpot, Inc. (NYSE:HUBS)

Stonegate Investment Group LLC Has $593,000 Holdings in HubSpot, Inc. (NYSE:HUBS)

Stonegate Investment Group LLC trimmed its stake in HubSpot, Inc. (NYSE:HUBS – Free Report) by 81.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 851 shares of the software maker’s stock after selling... More of this article »
Image for Revolve Wealth Partners LLC Takes $202,000 Position in Humana Inc. (NYSE:HUM)

Revolve Wealth Partners LLC Takes $202,000 Position in Humana Inc. (NYSE:HUM)

Revolve Wealth Partners LLC bought a new position in shares of Humana Inc. (NYSE:HUM – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Parsons Capital Management Inc. RI Has $421,000 Holdings in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Parsons Capital Management Inc. RI Has $421,000 Holdings in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)

Parsons Capital Management Inc. RI trimmed its stake in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 19.5% during the fourth quarter, HoldingsChannel reports. The fund owned 6,285 shares of the... More of this article »
Image for TTP Investments Inc. Sells 2,048 Shares of Tesla, Inc. (NASDAQ:TSLA)

TTP Investments Inc. Sells 2,048 Shares of Tesla, Inc. (NASDAQ:TSLA)

TTP Investments Inc. decreased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 7.9% in the fourth quarter, Holdings Channel reports. The fund owned 23,798 shares of the electric vehicle producer’s... More of this article »
Image for Foundations Investment Advisors LLC Acquires 16,538 Shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Foundations Investment Advisors LLC Acquires 16,538 Shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Foundations Investment Advisors LLC boosted its stake in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 66.4% during the fourth quarter, according to the company in its most recent filing with... More of this article »
Image for Insider Selling: Jabil Inc. (NYSE:JBL) Director Sells 50,000 Shares of Stock

Insider Selling: Jabil Inc. (NYSE:JBL) Director Sells 50,000 Shares of Stock

Jabil Inc. (NYSE:JBL – Get Free Report) Director John C. Plant sold 50,000 shares of the business’s stock in a transaction that occurred on Friday, January 24th. The shares were sold at an average price of $172.55, for... More of this article »
Image for Foundations Investment Advisors LLC Acquires 8,374 Shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG)

Foundations Investment Advisors LLC Acquires 8,374 Shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG)

Foundations Investment Advisors LLC raised its holdings in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 36.8% in the fourth quarter, HoldingsChannel reports. The firm owned 31,132 shares of the company’s... More of this article »
Image for Nilsine Partners LLC Increases Holdings in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI)

Nilsine Partners LLC Increases Holdings in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI)

Nilsine Partners LLC boosted its position in shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) by 96.7% during the 4th quarter, HoldingsChannel reports. The firm owned 72,549 shares of the company’s... More of this article »
Image for Empirical Financial Services LLC d.b.a. Empirical Wealth Management Raises Holdings in Cavco Industries, Inc. (NASDAQ:CVCO)

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Raises Holdings in Cavco Industries, Inc. (NASDAQ:CVCO)

Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its stake in Cavco Industries, Inc. (NASDAQ:CVCO – Free Report) by 12.6% during the fourth quarter, Holdings Channel reports. The institutional investor... More of this article »
Image for VictoryShares Small Cap Free Cash Flow ETF (NYSEARCA:SFLO) Shares Bought by Nilsine Partners LLC

VictoryShares Small Cap Free Cash Flow ETF (NYSEARCA:SFLO) Shares Bought by Nilsine Partners LLC

Nilsine Partners LLC raised its stake in VictoryShares Small Cap Free Cash Flow ETF (NYSEARCA:SFLO – Free Report) by 36.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 18,129 shares of the company’s... More of this article »
Image for Energy Focus (NASDAQ:EFOI) Stock Price Crosses Below Two Hundred Day Moving Average   – Here’s What Happened

Energy Focus (NASDAQ:EFOI) Stock Price Crosses Below Two Hundred Day Moving Average – Here’s What Happened

Energy Focus, Inc. (NASDAQ:EFOI – Get Free Report) passed below its 200-day moving average during trading on Tuesday . The stock has a 200-day moving average of $1.34 and traded as low as $1.26. Energy Focus shares last traded... More of this article »
Image for Short Interest in Dave Inc. (NASDAQ:DAVEW) Grows By 950.0%

Short Interest in Dave Inc. (NASDAQ:DAVEW) Grows By 950.0%

Dave Inc. (NASDAQ:DAVEW – Get Free Report) was the target of a large increase in short interest in the month of January. As of January 15th, there was short interest totalling 4,200 shares, an increase of 950.0% from the December... More of this article »
Image for F5, Inc. (NASDAQ:FFIV) Stock Position Increased by Pacer Advisors Inc.

F5, Inc. (NASDAQ:FFIV) Stock Position Increased by Pacer Advisors Inc.

Pacer Advisors Inc. boosted its position in shares of F5, Inc. (NASDAQ:FFIV – Free Report) by 177.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Parsons Capital Management Inc. RI Raises Stake in Dover Co. (NYSE:DOV)

Parsons Capital Management Inc. RI Raises Stake in Dover Co. (NYSE:DOV)

Parsons Capital Management Inc. RI raised its stake in shares of Dover Co. (NYSE:DOV – Free Report) by 16.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for 11,359 Shares in PGIM Ultra Short Bond ETF (NYSEARCA:PULS) Bought by Parsons Capital Management Inc. RI

11,359 Shares in PGIM Ultra Short Bond ETF (NYSEARCA:PULS) Bought by Parsons Capital Management Inc. RI

Parsons Capital Management Inc. RI purchased a new stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »