Home » Author Archive
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 »
UnitedHealth Group Incorporated (NYSE:UNH) Stock Position Decreased by Diamant Asset Management Inc.
Diamant Asset Management Inc. cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Verde Servicos Internacionais S.A. Takes $14.12 Million Position in Coca-Cola Europacific Partners PLC (NASDAQ:CCEP)
Verde Servicos Internacionais S.A. purchased a new position in Coca-Cola Europacific Partners PLC (NASDAQ:CCEP – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Curran Financial Partners LLC Acquires 222 Shares of Chevron Co. (NYSE:CVX)
Curran Financial Partners LLC lifted its stake in Chevron Co. (NYSE:CVX – Free Report) by 3.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,596... More of this article »
Legacy Bridge LLC Purchases 40 Shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO)
Legacy Bridge LLC raised its position in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 0.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP) Position Reduced by Mattern Wealth Management LLC
Mattern Wealth Management LLC trimmed its stake in shares of Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 76.5% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Mattern Wealth Management LLC Reduces Stake in FactSet Research Systems Inc. (NYSE:FDS)
Mattern Wealth Management LLC decreased its stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 9.1% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,177... More of this article »
Avaii Wealth Management LLC Increases Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Avaii Wealth Management LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Matthews International Capital Management LLC Increases Stock Holdings in HDFC Bank Limited (NYSE:HDB)
Matthews International Capital Management LLC increased its stake in shares of HDFC Bank Limited (NYSE:HDB – Free Report) by 12.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Berkshire Bank Boosts Stock Holdings in Unilever PLC (NYSE:UL)
Berkshire Bank grew its stake in shares of Unilever PLC (NYSE:UL – Free Report) by 1.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 65,613 shares of the... More of this article »
ResearchCoin (RSC) 1-Day Trading Volume Hits $486,032.08
ResearchCoin (RSC) traded 10.1% higher against the dollar during the 1-day period ending at 7:00 AM E.T. on January 28th. One ResearchCoin token can now be bought for about $0.65 or 0.00000634 BTC on popular cryptocurrency exchanges.... More of this article »
Vert Asset Management LLC Raises Stock Position in UMH Properties, Inc. (NYSE:UMH)
Vert Asset Management LLC raised its position in UMH Properties, Inc. (NYSE:UMH – Free Report) by 22.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Blue Owl Capital Co. (NYSE:OBDC) Shares Bought by Epiq Partners LLC
Epiq Partners LLC boosted its holdings in Blue Owl Capital Co. (NYSE:OBDC – Free Report) by 3.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
SoFi Technologies (NASDAQ:SOFI) Releases Earnings Results, Beats Estimates By $0.01 EPS
SoFi Technologies (NASDAQ:SOFI – Get Free Report) issued its earnings results on Monday. The company reported $0.05 earnings per share for the quarter, topping analysts’ consensus estimates of $0.04 by $0.01, Zacks reports.... More of this article »
Legacy Financial Group LLC Acquires Shares of 8,859 Walmart Inc. (NYSE:WMT)
Legacy Financial Group LLC acquired a new stake in Walmart Inc. (NYSE:WMT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Republic Services, Inc. (NYSE:RSG) Shares Sold by Capital Asset Advisory Services LLC
Capital Asset Advisory Services LLC lowered its stake in Republic Services, Inc. (NYSE:RSG – Free Report) by 12.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Greenup Street Wealth Management LLC Has $216,000 Stock Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)
Greenup Street Wealth Management LLC lessened its holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 95.6% during the 4th quarter, according to its most recent filing with the Securities and... More of this article »
BankPlus Wealth Management LLC Invests $256,000 in Regions Financial Co. (NYSE:RF)
BankPlus Wealth Management LLC purchased a new stake in Regions Financial Co. (NYSE:RF – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Requisite Capital Management LLC Sells 100 Shares of Costco Wholesale Co. (NASDAQ:COST)
Requisite Capital Management LLC reduced its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 16.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Berkshire Bank Raises Position in Gilead Sciences, Inc. (NASDAQ:GILD)
Berkshire Bank raised its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Cherry Creek Investment Advisors Inc. Acquires 287 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Cherry Creek Investment Advisors Inc. raised its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Slow Capital Inc. Buys 457 Shares of Equinix, Inc. (NASDAQ:EQIX)
Slow Capital Inc. raised its stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 10.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 5,041 shares of the financial services provider’s... More of this article »
JDH Wealth Management LLC Takes $4.04 Million Position in Dimensional International Core Equity 2 ETF (BATS:DFIC)
JDH Wealth Management LLC acquired a new position in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Aptiv (NYSE:APTV) Rating Increased to Strong-Buy at Baird R W
Baird R W upgraded shares of Aptiv (NYSE:APTV – Free Report) from a hold rating to a strong-buy rating in a research report sent to investors on Monday,Zacks.com reports. A number of other brokerages have also recently issued... More of this article »
Court Place Advisors LLC Has $253,000 Stock Position in Baxter International Inc. (NYSE:BAX)
Court Place Advisors LLC lowered its holdings in shares of Baxter International Inc. (NYSE:BAX – Free Report) by 7.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 8,693 shares of the... More of this article »
Aflac Incorporated (NYSE:AFL) Holdings Lowered by Court Place Advisors LLC
Court Place Advisors LLC reduced its stake in Aflac Incorporated (NYSE:AFL – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Linden Thomas Advisory Services LLC Has $8.55 Million Holdings in Broadcom Inc. (NASDAQ:AVGO)
Linden Thomas Advisory Services LLC lessened its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 0.2% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 36,881... More of this article »
Epiq Partners LLC Boosts Stock Position in CONMED Co. (NYSE:CNMD)
Epiq Partners LLC raised its position in CONMED Co. (NYSE:CNMD – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Northwest Financial Advisors Raises Position in Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS)
Northwest Financial Advisors lifted its stake in Janus Henderson Mortgage-Backed Securities ETF (NYSEARCA:JMBS – Free Report) by 29.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Berkshire Bank Decreases Holdings in Altria Group, Inc. (NYSE:MO)
Berkshire Bank lowered its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 6.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Integrity Wealth Solutions LLC Buys 2,350 Shares of Vanguard Total Bond Market ETF (NASDAQ:BND)
Integrity Wealth Solutions LLC increased its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 9.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Integrity Wealth Solutions LLC Sells 267 Shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV)
Integrity Wealth Solutions LLC trimmed its position in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 3.4% during the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
Nilsine Partners LLC Buys 12,342 Shares of Kimco Realty Corp (NYSE:KIM)
Nilsine Partners LLC lifted its holdings in Kimco Realty Corp (NYSE:KIM – Free Report) by 13.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Slow Capital Inc. Increases Stock Position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)
Slow Capital Inc. increased its position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 28.4% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Strategic Wealth Investment Group LLC Takes $2.43 Million Position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST)
Strategic Wealth Investment Group LLC purchased a new stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
ZIVO Bioscience Reports Unregistered Sales of Equity SecuritiesZIVO Bioscience, Inc. (NASDAQ: ZIVO) recently disclosed in a Form 8-K filing with the Securities and Exchange Commission (SEC) that between November 14, 2024, and January 22, 2025, the co
This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read ZIVO Bioscience’s 8K filing here. About ZIVO Bioscience (Get Free Report) ZIVO... More of this article »
Artificial Intelligence Technology Solutions Expands Presence in County Government Sector
Artificial Intelligence Technology Solutions Inc. (OTCMKTS:AITX) is making strides in the county government sector with its subsidiary Robotic Assistance Devices, Inc. (RAD). The company recently announced the addition of a new county... More of this article »