Home » Author Archive

Image for MinichMacGregor Wealth Management LLC Boosts Stock Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

MinichMacGregor Wealth Management LLC Boosts Stock Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

MinichMacGregor Wealth Management LLC raised its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 3.1% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Zacks Research Has Positive Outlook for NSC FY2025 Earnings

Zacks Research Has Positive Outlook for NSC FY2025 Earnings

Norfolk Southern Co. (NYSE:NSC – Free Report) – Equities research analysts at Zacks Research lifted their FY2025 earnings estimates for Norfolk Southern in a research note issued on Monday, January 20th. Zacks Research... More of this article »
Image for iShares Core Dividend Growth ETF (NYSEARCA:DGRO) Shares Purchased by Avior Wealth Management LLC

iShares Core Dividend Growth ETF (NYSEARCA:DGRO) Shares Purchased by Avior Wealth Management LLC

Avior Wealth Management LLC grew its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Bill Few Associates Inc. Decreases Holdings in Nucor Co. (NYSE:NUE)

Bill Few Associates Inc. Decreases Holdings in Nucor Co. (NYSE:NUE)

Bill Few Associates Inc. trimmed its position in shares of Nucor Co. (NYSE:NUE – Free Report) by 7.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Peterson Wealth Advisors LLC Boosts Stake in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)

Peterson Wealth Advisors LLC Boosts Stake in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)

Peterson Wealth Advisors LLC lifted its holdings in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 895.7% during the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
Image for Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Adirondack Trust Co.

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Adirondack Trust Co.

Adirondack Trust Co. lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Davis Capital Management Trims Position in AbbVie Inc. (NYSE:ABBV)

Davis Capital Management Trims Position in AbbVie Inc. (NYSE:ABBV)

Davis Capital Management lessened its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 2.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Fiduciary Family Office LLC Purchases Shares of 28,000 Denison Mines Corp. (NYSEAMERICAN:DNN)

Fiduciary Family Office LLC Purchases Shares of 28,000 Denison Mines Corp. (NYSEAMERICAN:DNN)

Fiduciary Family Office LLC purchased a new position in Denison Mines Corp. (NYSEAMERICAN:DNN – Free Report) (TSE:DML) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Endeavor Private Wealth Inc. Makes New $54,000 Investment in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE)

Endeavor Private Wealth Inc. Makes New $54,000 Investment in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE)

Endeavor Private Wealth Inc. purchased a new stake in shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE – Free Report) in the fourth quarter, according to its most recent disclosure with the... More of this article »
Image for 12,308 Shares in Nextracker Inc. (NASDAQ:NXT) Purchased by Whalen Wealth Management Inc.

12,308 Shares in Nextracker Inc. (NASDAQ:NXT) Purchased by Whalen Wealth Management Inc.

Whalen Wealth Management Inc. acquired a new stake in shares of Nextracker Inc. (NASDAQ:NXT – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Zacks Research Weighs in on STERIS’s Q3 Earnings (NYSE:STE)

Zacks Research Weighs in on STERIS’s Q3 Earnings (NYSE:STE)

STERIS plc (NYSE:STE – Free Report) – Equities researchers at Zacks Research boosted their Q3 2025 EPS estimates for shares of STERIS in a research note issued to investors on Tuesday, January 21st. Zacks Research analyst... More of this article »
Image for iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) Shares Sold by Hudson Capital Management LLC

iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ) Shares Sold by Hudson Capital Management LLC

Hudson Capital Management LLC trimmed its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 5.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for Whalen Wealth Management Inc. Invests $670,000 in Oscar Health, Inc. (NYSE:OSCR)

Whalen Wealth Management Inc. Invests $670,000 in Oscar Health, Inc. (NYSE:OSCR)

Whalen Wealth Management Inc. bought a new position in shares of Oscar Health, Inc. (NYSE:OSCR – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Beacon Investment Advisory Services Inc. Sells 4,001 Shares of Biogen Inc. (NASDAQ:BIIB)

Beacon Investment Advisory Services Inc. Sells 4,001 Shares of Biogen Inc. (NASDAQ:BIIB)

Beacon Investment Advisory Services Inc. decreased its position in Biogen Inc. (NASDAQ:BIIB – Free Report) by 16.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Bartlett & CO. Wealth Management LLC Acquires 3,560 Shares of General Dynamics Co. (NYSE:GD)

Bartlett & CO. Wealth Management LLC Acquires 3,560 Shares of General Dynamics Co. (NYSE:GD)

Bartlett & CO. Wealth Management LLC raised its holdings in General Dynamics Co. (NYSE:GD – Free Report) by 2.5% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Dime Community Bancshares (NASDAQ:DCOM) Issues Quarterly  Earnings Results

Dime Community Bancshares (NASDAQ:DCOM) Issues Quarterly Earnings Results

Dime Community Bancshares (NASDAQ:DCOM – Get Free Report) posted its quarterly earnings data on Thursday. The savings and loans company reported $0.42 earnings per share for the quarter, missing analysts’ consensus estimates... More of this article »
Image for D.B. Root & Company LLC Has $2.42 Million Stake in Schwab International Equity ETF (NYSEARCA:SCHF)

D.B. Root & Company LLC Has $2.42 Million Stake in Schwab International Equity ETF (NYSEARCA:SCHF)

D.B. Root & Company LLC grew its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 98.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Burr Financial Services LLC Acquires Shares of 14,090 SoFi Technologies, Inc. (NASDAQ:SOFI)

Burr Financial Services LLC Acquires Shares of 14,090 SoFi Technologies, Inc. (NASDAQ:SOFI)

Burr Financial Services LLC bought a new position in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 14,090 shares of the company’s... More of this article »
Image for Bill Few Associates Inc. Increases Stake in International Business Machines Co. (NYSE:IBM)

Bill Few Associates Inc. Increases Stake in International Business Machines Co. (NYSE:IBM)

Bill Few Associates Inc. increased its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 0.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) Shares Bought by Avior Wealth Management LLC

Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) Shares Bought by Avior Wealth Management LLC

Avior Wealth Management LLC grew its position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 140,209.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Avior Wealth Management LLC Decreases Stock Position in The Boeing Company (NYSE:BA)

Avior Wealth Management LLC Decreases Stock Position in The Boeing Company (NYSE:BA)

Avior Wealth Management LLC decreased its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 1.3% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 62,594 shares... More of this article »
Image for Teamwork Financial Advisors LLC Invests $1.10 Million in Ford Motor (NYSE:F)

Teamwork Financial Advisors LLC Invests $1.10 Million in Ford Motor (NYSE:F)

Teamwork Financial Advisors LLC acquired a new position in Ford Motor (NYSE:F – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image for Minerals Technologies Inc. (NYSE:MTX) Announces Quarterly Dividend of $0.11

Minerals Technologies Inc. (NYSE:MTX) Announces Quarterly Dividend of $0.11

Minerals Technologies Inc. (NYSE:MTX – Get Free Report) declared a quarterly dividend on Wednesday, January 22nd,RTT News reports. Investors of record on Friday, February 14th will be paid a dividend of 0.11 per share by the... More of this article »
Image for Ilika (LON:IKA) Issues  Earnings Results

Ilika (LON:IKA) Issues Earnings Results

Ilika (LON:IKA – Get Free Report) announced its quarterly earnings data on Tuesday. The company reported GBX (0.01) ($0.00) earnings per share (EPS) for the quarter, Digital Look Earnings reports. Ilika had a negative net margin... More of this article »
Image for Intuit Inc. (NASDAQ:INTU) Shares Purchased by Park Place Capital Corp

Intuit Inc. (NASDAQ:INTU) Shares Purchased by Park Place Capital Corp

Park Place Capital Corp grew its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 15.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Rosenblatt Securities Forecasts Strong Price Appreciation for Fortinet (NASDAQ:FTNT) Stock

Rosenblatt Securities Forecasts Strong Price Appreciation for Fortinet (NASDAQ:FTNT) Stock

Fortinet (NASDAQ:FTNT – Get Free Report) had its price target boosted by research analysts at Rosenblatt Securities from $100.00 to $115.00 in a research note issued on Tuesday,Benzinga reports. The firm currently has a “buy”... More of this article »
Image for Magnus Financial Group LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Magnus Financial Group LLC Boosts Holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)

Magnus Financial Group LLC lifted its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 27.9% during the 4th quarter, according to the company in its most recent filing with the SEC.... More of this article »
Image for Gulf Marine Services (LON:GMS) Stock Price Up 10.8%  – What’s Next?

Gulf Marine Services (LON:GMS) Stock Price Up 10.8% – What’s Next?

Gulf Marine Services PLC (LON:GMS – Get Free Report)’s share price was up 10.8% during mid-day trading on Thursday . The company traded as high as GBX 17.45 ($0.21) and last traded at GBX 17.28 ($0.21). Approximately 15,902,343... More of this article »
Image for Nisa Investment Advisors LLC Has $20.44 Million Stock Position in U.S. Bancorp (NYSE:USB)

Nisa Investment Advisors LLC Has $20.44 Million Stock Position in U.S. Bancorp (NYSE:USB)

Nisa Investment Advisors LLC increased its position in U.S. Bancorp (NYSE:USB – Free Report) by 0.9% 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 »
Image for Phoenix Wealth Advisors Cuts Stock Position in Merck & Co., Inc. (NYSE:MRK)

Phoenix Wealth Advisors Cuts Stock Position in Merck & Co., Inc. (NYSE:MRK)

Phoenix Wealth Advisors trimmed its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Eagle Wealth Strategies LLC Raises Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Eagle Wealth Strategies LLC Raises Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Eagle Wealth Strategies LLC raised its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,802... More of this article »
Image for Bartlett & CO. Wealth Management LLC Trims Position in Zoetis Inc. (NYSE:ZTS)

Bartlett & CO. Wealth Management LLC Trims Position in Zoetis Inc. (NYSE:ZTS)

Bartlett & CO. Wealth Management LLC trimmed its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 6.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 306,590 shares... More of this article »
Image for Research Analysts Issue Forecasts for Incyte FY2024 Earnings

Research Analysts Issue Forecasts for Incyte FY2024 Earnings

Incyte Co. (NASDAQ:INCY – Free Report) – Research analysts at William Blair cut their FY2024 earnings per share (EPS) estimates for shares of Incyte in a research note issued on Tuesday, January 21st. William Blair... More of this article »
Image for Medexus Pharmaceuticals (TSE:MDP) Upgraded to Strong-Buy at Leede Financial

Medexus Pharmaceuticals (TSE:MDP) Upgraded to Strong-Buy at Leede Financial

Medexus Pharmaceuticals (TSE:MDP – Get Free Report) was upgraded by research analysts at Leede Financial from a “moderate buy” rating to a “strong-buy” rating in a research report issued on Wednesday,Zacks.com... More of this article »
Image for Mutual Advisors LLC Reduces Position in Ft Vest Us Eq Max Buf Jun (NYSEARCA:JUNM)

Mutual Advisors LLC Reduces Position in Ft Vest Us Eq Max Buf Jun (NYSEARCA:JUNM)

Mutual Advisors LLC reduced its position in shares of Ft Vest Us Eq Max Buf Jun (NYSEARCA:JUNM – Free Report) by 1.2% 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 First PREMIER Bank Decreases Position in iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY)

First PREMIER Bank Decreases Position in iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY)

First PREMIER Bank decreased its position in iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY – Free Report) by 15.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Riverbridge Partners LLC Sells 50,827 Shares of Paylocity Holding Co. (NASDAQ:PCTY)

Riverbridge Partners LLC Sells 50,827 Shares of Paylocity Holding Co. (NASDAQ:PCTY)

Riverbridge Partners LLC reduced its holdings in shares of Paylocity Holding Co. (NASDAQ:PCTY – Free Report) by 6.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Sheets Smith Wealth Management Has $628,000 Stock Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Sheets Smith Wealth Management Has $628,000 Stock Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Sheets Smith Wealth Management grew its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 157.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Wesbanco Bank Inc. Acquires 1,394 Shares of Aon plc (NYSE:AON)

Wesbanco Bank Inc. Acquires 1,394 Shares of Aon plc (NYSE:AON)

Wesbanco Bank Inc. grew its holdings in Aon plc (NYSE:AON – Free Report) by 13.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,909 shares of the financial... More of this article »
Image for Broadcom Inc. (NASDAQ:AVGO) is Aurora Investment Managers LLC.’s 8th Largest Position

Broadcom Inc. (NASDAQ:AVGO) is Aurora Investment Managers LLC.’s 8th Largest Position

Aurora Investment Managers LLC. cut its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »