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7,000 Shares in Sempra (NYSE:SRE) Acquired by Mariner Investment Group LLC
Mariner Investment Group LLC bought a new position in Sempra (NYSE:SRE – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Piper Sandler Has Lowered Expectations for Vertex Pharmaceuticals (NASDAQ:VRTX) Stock Price
Vertex Pharmaceuticals (NASDAQ:VRTX – Get Free Report) had its price target dropped by equities researchers at Piper Sandler from $535.00 to $533.00 in a note issued to investors on Monday,Benzinga reports. The firm currently... More of this article »
E Fund Management Hong Kong Co. Ltd. Buys Shares of 496 Wells Fargo & Company (NYSE:WFC)
E Fund Management Hong Kong Co. Ltd. bought a new stake in Wells Fargo & Company (NYSE:WFC – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 496 shares of the financial... More of this article »
iShares S&P 500 Value ETF (NYSEARCA:IVE) Stock Position Lifted by West Wealth Group LLC
West Wealth Group LLC boosted its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 7.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Flagship Harbor Advisors LLC Has $1.26 Million Stock Holdings in Intuit Inc. (NASDAQ:INTU)
Flagship Harbor Advisors LLC grew its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Tapestry (NYSE:TPR) Price Target Raised to $74.00 at Evercore ISI
Tapestry (NYSE:TPR – Get Free Report) had its price target hoisted by equities researchers at Evercore ISI from $68.00 to $74.00 in a research report issued on Monday,Benzinga reports. The firm currently has an “outperform”... More of this article »
1st Source (NASDAQ:SRCE) Trading 7.5% Higher Following Dividend Announcement
1st Source Co. (NASDAQ:SRCE – Get Free Report) rose 7.5% on Monday after the company announced a dividend. The company traded as high as $62.01 and last traded at $61.83. Approximately 38,739 shares were traded during trading,... More of this article »
4,341 Shares in Honeywell International Inc. (NASDAQ:HON) Purchased by Tennessee Valley Asset Management Partners
Tennessee Valley Asset Management Partners purchased a new stake in Honeywell International Inc. (NASDAQ:HON – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
James Hambro & Partners LLP Sells 22,355 Shares of SPDR Gold Shares (NYSEARCA:GLD)
James Hambro & Partners LLP lessened its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 27.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Aurora Private Wealth Inc. Trims Stake in Bank of America Co. (NYSE:BAC)
Aurora Private Wealth Inc. lessened its holdings in shares of Bank of America Co. (NYSE:BAC) by 0.9% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) Holdings Decreased by Lebenthal Global Advisors LLC
Lebenthal Global Advisors LLC reduced its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 24.4% in the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Baldwin Wealth Partners LLC MA Sells 115,442 Shares of DoubleLine Commercial Real Estate ETF (NYSEARCA:DCRE)
Baldwin Wealth Partners LLC MA lowered its holdings in DoubleLine Commercial Real Estate ETF (NYSEARCA:DCRE – Free Report) by 59.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Flagship Harbor Advisors LLC Has $1.97 Million Holdings in American Express (NYSE:AXP)
Flagship Harbor Advisors LLC raised its holdings in American Express (NYSE:AXP – Free Report) by 12.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
CKW Financial Group Has $179,000 Stake in Bank of Hawaii Co. (NYSE:BOH)
CKW Financial Group lowered its holdings in Bank of Hawaii Co. (NYSE:BOH – Free Report) by 40.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Atticus Wealth Management LLC Acquires 4,300 Shares of Energy Transfer LP (NYSE:ET)
Atticus Wealth Management LLC raised its stake in Energy Transfer LP (NYSE:ET – Free Report) by 420.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Strategic Investment Advisors MI Has $567,000 Holdings in McDonald’s Co. (NYSE:MCD)
Strategic Investment Advisors MI trimmed its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 2.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Heartland Bank & Trust Co Sells 128 Shares of Cboe Global Markets, Inc. (NASDAQ:CBOE)
Heartland Bank & Trust Co decreased its stake in Cboe Global Markets, Inc. (NASDAQ:CBOE – Free Report) by 3.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Union Bancaire Privee UBP SA Makes New Investment in PepsiCo, Inc. (NASDAQ:PEP)
Union Bancaire Privee UBP SA purchased a new stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
United Asset Strategies Inc. Purchases Shares of 26,537 Cheniere Energy, Inc. (NYSE:LNG)
United Asset Strategies Inc. purchased a new stake in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Zimmer Biomet Holdings, Inc. (NYSE:ZBH) Shares Acquired by CKW Financial Group
CKW Financial Group increased its position in Zimmer Biomet Holdings, Inc. (NYSE:ZBH – Free Report) by 11.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
CKW Financial Group Has $846,000 Holdings in First Hawaiian, Inc. (NASDAQ:FHB)
CKW Financial Group increased its position in shares of First Hawaiian, Inc. (NASDAQ:FHB – Free Report) by 1.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Cornerstone Wealth Group LLC Raises Stock Position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)
Cornerstone Wealth Group LLC lifted its position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 8.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
Mount Yale Investment Advisors LLC Sells 854 Shares of Spotify Technology S.A. (NYSE:SPOT)
Mount Yale Investment Advisors LLC lessened its holdings in Spotify Technology S.A. (NYSE:SPOT – Free Report) by 4.6% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Jim Saulnier & Associates LLC Invests $935,000 in iShares Large Cap Max Buffer Sep ETF (BATS:SMAX)
Jim Saulnier & Associates LLC acquired a new stake in shares of iShares Large Cap Max Buffer Sep ETF (BATS:SMAX – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional... More of this article »
SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO) Holdings Increased by Jim Saulnier & Associates LLC
Jim Saulnier & Associates LLC increased its stake in SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO – Free Report) by 31.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Marathon Petroleum Co. (NYSE:MPC) Holdings Reduced by North Point Portfolio Managers Corp OH
North Point Portfolio Managers Corp OH trimmed its holdings in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 2.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Pacer Advisors Inc. Buys 30,931 Shares of United Therapeutics Co. (NASDAQ:UTHR)
Pacer Advisors Inc. lifted its stake in shares of United Therapeutics Co. (NASDAQ:UTHR – Free Report) by 5.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Canaccord Genuity Group Issues Positive Forecast for Middleby (NASDAQ:MIDD) Stock Price
Middleby (NASDAQ:MIDD – Get Free Report) had its price objective lifted by research analysts at Canaccord Genuity Group from $155.00 to $192.00 in a research report issued to clients and investors on Monday,Benzinga reports.... More of this article »
Bryant Woods Investment Advisors LLC Has $1.53 Million Stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)
Bryant Woods Investment Advisors LLC reduced its holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 3.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Sold by Aurora Private Wealth Inc.
Aurora Private Wealth Inc. cut its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 45.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 3,099 shares of the... More of this article »
Webster Bank N. A. Sells 921 Shares of The Estée Lauder Companies Inc. (NYSE:EL)
Webster Bank N. A. lessened its holdings in The Estée Lauder Companies Inc. (NYSE:EL – Free Report) by 17.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,404... More of this article »
Kavar Capital Partners Group LLC Makes New $414,000 Investment in Cadence Design Systems, Inc. (NASDAQ:CDNS)
Kavar Capital Partners Group LLC bought a new stake in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Aurora Private Wealth Inc. Sells 3,393 Shares of Federated Hermes Total Return Bond ETF (NYSEARCA:FTRB)
Aurora Private Wealth Inc. lowered its stake in Federated Hermes Total Return Bond ETF (NYSEARCA:FTRB – Free Report) by 10.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Mastercard Incorporated (NYSE:MA) Holdings Raised by United Asset Strategies Inc.
United Asset Strategies Inc. increased its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
waypoint wealth counsel Acquires 125 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)
waypoint wealth counsel boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 7.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
PFG Investments LLC Reduces Stock Position in Deere & Company (NYSE:DE)
PFG Investments LLC lessened its holdings in Deere & Company (NYSE:DE – Free Report) by 3.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Buttonwood Financial Advisors Inc. Reduces Position in The Southern Company (NYSE:SO)
Buttonwood Financial Advisors Inc. reduced its position in shares of The Southern Company (NYSE:SO – Free Report) by 15.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Blue Trust Inc. Increases Holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)
Blue Trust Inc. lifted its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 10.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »