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Vertiv (NYSE:VRT) Downgraded to Hold Rating by Melius
Vertiv (NYSE:VRT – Get Free Report) was downgraded by equities researchers at Melius from a “buy” rating to a “hold” rating in a report released on Tuesday,Briefing.com Automated Import reports. They presently... More of this article »
Parsons Capital Management Inc. RI Acquires 172 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Parsons Capital Management Inc. RI raised its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Aspire Capital Advisors LLC Reduces Stake in Global X U.S. Infrastructure Development ETF (BATS:PAVE)
Aspire Capital Advisors LLC lessened its position in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 4.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
First Citizens Bank & Trust Co. Acquires 346 Shares of Micron Technology, Inc. (NASDAQ:MU)
First Citizens Bank & Trust Co. boosted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 6.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
The Boeing Company (NYSE:BA) Shares Purchased by Nilsine Partners LLC
Nilsine Partners LLC increased its stake in The Boeing Company (NYSE:BA – Free Report) by 5.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Perigon Wealth Management LLC Raises Position in Vanguard Small-Cap ETF (NYSEARCA:VB)
Perigon Wealth Management LLC grew its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 7.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
FSC Wealth Advisors LLC Grows Stock Holdings in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)
FSC Wealth Advisors LLC increased its stake in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 8.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Hutchens & Kramer Investment Management Group LLC Trims Stake in Verisk Analytics, Inc. (NASDAQ:VRSK)
Hutchens & Kramer Investment Management Group LLC reduced its stake in shares of Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) by 44.8% in the fourth quarter, according to its most recent filing with the SEC. The fund... More of this article »
Prospect Financial Services LLC Acquires 1,129 Shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV)
Prospect Financial Services LLC grew its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 16.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
VCI Wealth Management LLC Increases Stock Position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV)
VCI Wealth Management LLC lifted its holdings in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 85.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Matrix Asset Advisors Inc. NY Buys 2,304 Shares of iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)
Matrix Asset Advisors Inc. NY grew its stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 54.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Perigon Wealth Management LLC Buys 5,516 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Perigon Wealth Management LLC grew its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 9.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Landmark Wealth Management LLC Grows Position in SPDR S&P Global Natural Resources ETF (NYSEARCA:GNR)
Landmark Wealth Management LLC boosted its holdings in SPDR S&P Global Natural Resources ETF (NYSEARCA:GNR – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Jeppson Wealth Management LLC Lowers Stock Holdings in BHP Group Limited (NYSE:BHP)
Jeppson Wealth Management LLC cut its holdings in BHP Group Limited (NYSE:BHP – Free Report) by 1.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Level Financial Advisors Sells 108 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Level Financial Advisors reduced its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Revolve Wealth Partners LLC Has $273,000 Holdings in Vanguard Total International Bond ETF (NASDAQ:BNDX)
Revolve Wealth Partners LLC lifted its stake in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Lantheus (NASDAQ:LNTH) Releases FY 2024 Earnings Guidance
Lantheus (NASDAQ:LNTH – Get Free Report) issued an update on its FY 2024 earnings guidance on Tuesday morning. The company provided EPS guidance of 6.650-6.700 for the period, compared to the consensus EPS estimate of 6.750.... More of this article »
Forte Asset Management LLC Sells 14,425 Shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF)
Forte Asset Management LLC lowered its position in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 12.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
LivaNova’s (LIVN) “Buy” Rating Reiterated at Needham & Company LLC
LivaNova (NASDAQ:LIVN – Get Free Report)‘s stock had its “buy” rating reiterated by equities researchers at Needham & Company LLC in a report released on Tuesday,Benzinga reports. They currently have a... More of this article »
VCI Wealth Management LLC Invests $1.02 Million in Garmin Ltd. (NYSE:GRMN)
VCI Wealth Management LLC bought a new position in Garmin Ltd. (NYSE:GRMN – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 4,957 shares of the scientific and technical... More of this article »
Curbstone Financial Management Corp Has $1.28 Million Position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)
Curbstone Financial Management Corp trimmed its position in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 5.9% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Pacific Capital Wealth Advisors Inc. Decreases Holdings in Amgen Inc. (NASDAQ:AMGN)
Pacific Capital Wealth Advisors Inc. reduced its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 9.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Webster Bank N. A. Boosts Holdings in MicroStrategy Incorporated (NASDAQ:MSTR)
Webster Bank N. A. boosted its position in shares of MicroStrategy Incorporated (NASDAQ:MSTR – Free Report) by 30.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Fortress Wealth Management Inc. Reduces Holdings in Cohen & Steers Quality Income Realty Fund, Inc. (NYSE:RQI)
Fortress Wealth Management Inc. trimmed its stake in shares of Cohen & Steers Quality Income Realty Fund, Inc. (NYSE:RQI – Free Report) by 6.0% during the 4th quarter, according to the company in its most recent 13F filing... More of this article »
Revolve Wealth Partners LLC Takes Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)
Revolve Wealth Partners LLC bought a new position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Charter Oak Capital Management LLC Buys 439 Shares of iShares Global Tech ETF (NYSEARCA:IXN)
Charter Oak Capital Management LLC increased its stake in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 1.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Shares Purchased by Charter Oak Capital Management LLC
Charter Oak Capital Management LLC grew its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Town & Country Bank & Trust CO dba First Bankers Trust CO Sells 95 Shares of The Clorox Company (NYSE:CLX)
Town & Country Bank & Trust CO dba First Bankers Trust CO cut its holdings in shares of The Clorox Company (NYSE:CLX – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent disclosure... More of this article »
Pacific Capital Wealth Advisors Inc. Has $112,000 Stock Holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)
Pacific Capital Wealth Advisors Inc. lifted its holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 1,194.5% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Twilio (NYSE:TWLO) Given New $165.00 Price Target at Needham & Company LLC
Twilio (NYSE:TWLO – Get Free Report) had its price objective hoisted by analysts at Needham & Company LLC from $91.00 to $165.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm... More of this article »
CQS Natural Resources Growth and Income plc (LON:CYN) Plans Dividend of GBX 1.26
CQS Natural Resources Growth and Income plc (LON:CYN – Get Free Report) declared a dividend on Tuesday, January 21st,Upcoming Dividends.Co.Uk reports. Shareholders of record on Thursday, January 30th will be paid a dividend... More of this article »
Wealth Forward LLC Acquires 1,941 Shares of iShares Core Growth Allocation ETF (NYSEARCA:AOR)
Wealth Forward LLC lifted its holdings in iShares Core Growth Allocation ETF (NYSEARCA:AOR – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
3,474 Shares in iShares Paris-Aligned Climate MSCI USA ETF (NASDAQ:PABU) Acquired by Warner Financial Inc.
Warner Financial Inc. bought a new position in iShares Paris-Aligned Climate MSCI USA ETF (NASDAQ:PABU – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
KBC Group NV Trims Stock Position in The Travelers Companies, Inc. (NYSE:TRV)
KBC Group NV decreased its position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Cornerstone Wealth Group LLC Makes New Investment in Grayscale Bitcoin Trust (NYSEARCA:GBTC)
Cornerstone Wealth Group LLC acquired a new stake in Grayscale Bitcoin Trust (NYSEARCA:GBTC – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Stewardship Advisors LLC Purchases 294 Shares of Broadcom Inc. (NASDAQ:AVGO)
Stewardship Advisors LLC grew its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 23.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,575 shares of... More of this article »
4,048 Shares in Realty Income Co. (NYSE:O) Acquired by Buffington Mohr McNeal
Buffington Mohr McNeal purchased a new position in Realty Income Co. (NYSE:O – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Bought by Foundations Investment Advisors LLC
Foundations Investment Advisors LLC lifted its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 13.8% during the fourth quarter, according to the company in its most recent filing with the... More of this article »