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Image for Golden State Wealth Management LLC Purchases New Holdings in VanEck Short Muni ETF (BATS:SMB)

Golden State Wealth Management LLC Purchases New Holdings in VanEck Short Muni ETF (BATS:SMB)

Golden State Wealth Management LLC acquired a new position in VanEck Short Muni ETF (BATS:SMB – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 7,778 shares... More of this article »
Image for Waste Management, Inc. (NYSE:WM) Shares Purchased by Arlington Trust Co LLC

Waste Management, Inc. (NYSE:WM) Shares Purchased by Arlington Trust Co LLC

Arlington Trust Co LLC grew its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 25.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Golden State Wealth Management LLC Makes New $153,000 Investment in VanEck Oil Services ETF (NYSEARCA:OIH)

Golden State Wealth Management LLC Makes New $153,000 Investment in VanEck Oil Services ETF (NYSEARCA:OIH)

Golden State Wealth Management LLC acquired a new stake in VanEck Oil Services ETF (NYSEARCA:OIH – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 565 shares... More of this article »
Image for Empowered Funds LLC Raises Holdings in Phillips 66 (NYSE:PSX)

Empowered Funds LLC Raises Holdings in Phillips 66 (NYSE:PSX)

Empowered Funds LLC grew its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 10.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 168,514 shares of the... More of this article »
Image for Benedict Financial Advisors Inc. Reduces Stake in Rollins, Inc. (NYSE:ROL)

Benedict Financial Advisors Inc. Reduces Stake in Rollins, Inc. (NYSE:ROL)

Benedict Financial Advisors Inc. lessened its stake in shares of Rollins, Inc. (NYSE:ROL – Free Report) by 0.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Birch Hill Investment Advisors LLC Cuts Stock Holdings in Nutrien Ltd. (NYSE:NTR)

Birch Hill Investment Advisors LLC Cuts Stock Holdings in Nutrien Ltd. (NYSE:NTR)

Birch Hill Investment Advisors LLC lowered its position in shares of Nutrien Ltd. (NYSE:NTR – Free Report) by 1.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Investment Advisory Services Inc. TX ADV Has $4.59 Million Stake in AbbVie Inc. (NYSE:ABBV)

Investment Advisory Services Inc. TX ADV Has $4.59 Million Stake in AbbVie Inc. (NYSE:ABBV)

Investment Advisory Services Inc. TX ADV cut its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 9.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Courtney E. Sacchetti Sells 445 Shares of Bankwell Financial Group, Inc. (NASDAQ:BWFG) Stock

Courtney E. Sacchetti Sells 445 Shares of Bankwell Financial Group, Inc. (NASDAQ:BWFG) Stock

Bankwell Financial Group, Inc. (NASDAQ:BWFG – Get Free Report) CFO Courtney E. Sacchetti sold 445 shares of the firm’s stock in a transaction on Friday, February 7th. The stock was sold at an average price of $32.66, for... More of this article »
Image for Sumitomo Mitsui DS Asset Management Company Ltd Boosts Holdings in Camden Property Trust (NYSE:CPT)

Sumitomo Mitsui DS Asset Management Company Ltd Boosts Holdings in Camden Property Trust (NYSE:CPT)

Sumitomo Mitsui DS Asset Management Company Ltd lifted its holdings in Camden Property Trust (NYSE:CPT – Free Report) by 13.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Image for Birch Hill Investment Advisors LLC Reduces Stock Holdings in Mobileye Global Inc. (NASDAQ:MBLY)

Birch Hill Investment Advisors LLC Reduces Stock Holdings in Mobileye Global Inc. (NASDAQ:MBLY)

Birch Hill Investment Advisors LLC reduced its position in Mobileye Global Inc. (NASDAQ:MBLY – Free Report) by 23.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Intuit Inc. (NASDAQ:INTU) Shares Bought by Entropy Technologies LP

Intuit Inc. (NASDAQ:INTU) Shares Bought by Entropy Technologies LP

Entropy Technologies LP raised its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 384.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR) Shares Acquired by AlphaStar Capital Management LLC

Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR) Shares Acquired by AlphaStar Capital Management LLC

AlphaStar Capital Management LLC increased its position in shares of Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR – Free Report) by 11.9% in the 4th quarter, according to the company in its most recent disclosure... More of this article »
Image for Strategic Financial Concepts LLC Takes $2.59 Million Position in SPDR ICE Preferred Securities ETF (NYSEARCA:PSK)

Strategic Financial Concepts LLC Takes $2.59 Million Position in SPDR ICE Preferred Securities ETF (NYSEARCA:PSK)

Strategic Financial Concepts LLC acquired a new position in SPDR ICE Preferred Securities ETF (NYSEARCA:PSK – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Eukles Asset Management Sells 513 Shares of Texas Instruments Incorporated (NASDAQ:TXN)

Eukles Asset Management Sells 513 Shares of Texas Instruments Incorporated (NASDAQ:TXN)

Eukles Asset Management lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 4.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Bristlecone Advisors LLC

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Bought by Bristlecone Advisors LLC

Bristlecone Advisors LLC lifted its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Silver Oak Securities Incorporated Invests $65,000 in Industrial Logistics Properties Trust (NASDAQ:ILPT)

Silver Oak Securities Incorporated Invests $65,000 in Industrial Logistics Properties Trust (NASDAQ:ILPT)

Silver Oak Securities Incorporated purchased a new stake in Industrial Logistics Properties Trust (NASDAQ:ILPT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Silver Oak Securities Incorporated Invests $285,000 in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF)

Silver Oak Securities Incorporated Invests $285,000 in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF)

Silver Oak Securities Incorporated acquired a new position in shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF – Free Report) in the fourth quarter, according to its most recent 13F filing... More of this article »
Image for Financial Advocates Investment Management Buys Shares of 3,359 Amplify Cybersecurity ETF (NYSEARCA:HACK)

Financial Advocates Investment Management Buys Shares of 3,359 Amplify Cybersecurity ETF (NYSEARCA:HACK)

Financial Advocates Investment Management purchased a new position in Amplify Cybersecurity ETF (NYSEARCA:HACK – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Financial Advocates Investment Management Increases Holdings in General Dynamics Co. (NYSE:GD)

Financial Advocates Investment Management Increases Holdings in General Dynamics Co. (NYSE:GD)

Financial Advocates Investment Management raised its stake in General Dynamics Co. (NYSE:GD – Free Report) by 16.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Independence Realty Trust, Inc. (NYSE:IRT) Shares Bought by State of Alaska Department of Revenue

Independence Realty Trust, Inc. (NYSE:IRT) Shares Bought by State of Alaska Department of Revenue

State of Alaska Department of Revenue grew its stake in Independence Realty Trust, Inc. (NYSE:IRT – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Financial Advocates Investment Management Acquires 142 Shares of Diamondback Energy, Inc. (NASDAQ:FANG)

Financial Advocates Investment Management Acquires 142 Shares of Diamondback Energy, Inc. (NASDAQ:FANG)

Financial Advocates Investment Management lifted its stake in Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 7.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Elser Financial Planning Inc Has $47.71 Million Stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Elser Financial Planning Inc Has $47.71 Million Stake in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Elser Financial Planning Inc lifted its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 3,665.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for CIBC Raises VerticalScope (TSE:FORA) Price Target to C$17.00

CIBC Raises VerticalScope (TSE:FORA) Price Target to C$17.00

VerticalScope (TSE:FORA – Get Free Report) had its price target lifted by equities research analysts at CIBC from C$10.00 to C$17.00 in a research report issued on Monday,BayStreet.CA reports. CIBC’s price target suggests... More of this article »
Image for Elser Financial Planning Inc Has $975,000 Stock Holdings in Vanguard Intermediate-Term Tax-Exempt Bond ETF (NYSEARCA:VTEI)

Elser Financial Planning Inc Has $975,000 Stock Holdings in Vanguard Intermediate-Term Tax-Exempt Bond ETF (NYSEARCA:VTEI)

Elser Financial Planning Inc increased its holdings in Vanguard Intermediate-Term Tax-Exempt Bond ETF (NYSEARCA:VTEI – Free Report) by 177.7% in the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for WCM Investment Management LLC Lowers Holdings in Credicorp Ltd. (NYSE:BAP)

WCM Investment Management LLC Lowers Holdings in Credicorp Ltd. (NYSE:BAP)

WCM Investment Management LLC cut its holdings in Credicorp Ltd. (NYSE:BAP – Free Report) by 6.7% 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 Winnebago Industries Initiates Cash Tender Offer for Senior Secured Notes due 2028

Winnebago Industries Initiates Cash Tender Offer for Senior Secured Notes due 2028

Winnebago Industries, Inc. (NYSE: WGO) announced on February 3, 2025, the commencement of a cash tender offer to purchase up to $75.0 million of its 6.25% Senior Secured Notes due 2028. The company’s press release detailed the... More of this article »
Image for Vistra Corp. (NYSE:VST) Shares Purchased by Bleakley Financial Group LLC

Vistra Corp. (NYSE:VST) Shares Purchased by Bleakley Financial Group LLC

Bleakley Financial Group LLC boosted its stake in Vistra Corp. (NYSE:VST – Free Report) by 53.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Bleakley Financial Group LLC Grows Stock Position in Baker Hughes (NASDAQ:BKR)

Bleakley Financial Group LLC Grows Stock Position in Baker Hughes (NASDAQ:BKR)

Bleakley Financial Group LLC raised its holdings in shares of Baker Hughes (NASDAQ:BKR – Free Report) by 1.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Cornerstone Planning Group LLC Makes New $80,000 Investment in iShares Ethereum Trust ETF (NASDAQ:ETHA)

Cornerstone Planning Group LLC Makes New $80,000 Investment in iShares Ethereum Trust ETF (NASDAQ:ETHA)

Cornerstone Planning Group LLC purchased a new position in shares of iShares Ethereum Trust ETF (NASDAQ:ETHA – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Netflix, Inc. (NASDAQ:NFLX) CEO Sells $4,500,510.00 in Stock

Netflix, Inc. (NASDAQ:NFLX) CEO Sells $4,500,510.00 in Stock

Netflix, Inc. (NASDAQ:NFLX – Get Free Report) CEO Gregory K. Peters sold 4,434 shares of the business’s stock in a transaction dated Thursday, February 6th. The stock was sold at an average price of $1,015.00, for a total... More of this article »
Image for Regents Gate Capital LLP Buys New Holdings in The Sherwin-Williams Company (NYSE:SHW)

Regents Gate Capital LLP Buys New Holdings in The Sherwin-Williams Company (NYSE:SHW)

Regents Gate Capital LLP bought a new position in The Sherwin-Williams Company (NYSE:SHW – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought... More of this article »
Image for General Mills (NYSE:GIS) Price Target Cut to $65.00 by Analysts at Mizuho

General Mills (NYSE:GIS) Price Target Cut to $65.00 by Analysts at Mizuho

General Mills (NYSE:GIS – Get Free Report) had its price target lowered by equities research analysts at Mizuho from $72.00 to $65.00 in a research report issued to clients and investors on Monday,Benzinga reports. The firm... More of this article »
Image for Hobart Private Capital LLC Raises Position in Uber Technologies, Inc. (NYSE:UBER)

Hobart Private Capital LLC Raises Position in Uber Technologies, Inc. (NYSE:UBER)

Hobart Private Capital LLC raised its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 25.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Purchased by Moloney Securities Asset Management LLC

Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Purchased by Moloney Securities Asset Management LLC

Moloney Securities Asset Management LLC raised its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 10.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 19,012... More of this article »
Image for O Brien Wealth Partners LLC Has $179,000 Stake in Paychex, Inc. (NASDAQ:PAYX)

O Brien Wealth Partners LLC Has $179,000 Stake in Paychex, Inc. (NASDAQ:PAYX)

O Brien Wealth Partners LLC decreased its holdings in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 11.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Seelaus Asset Management LLC Decreases Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Seelaus Asset Management LLC Decreases Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Seelaus Asset Management LLC trimmed its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 6.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Niu Technologies (NASDAQ:NIU) vs. ECD Automotive Design (NASDAQ:ECDA) Head to Head Review

Niu Technologies (NASDAQ:NIU) vs. ECD Automotive Design (NASDAQ:ECDA) Head to Head Review

Valuation and Earnings This table compares ECD Automotive Design and Niu Technologies”s revenue, earnings per share (EPS) and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio ECD... More of this article »
Image for Financial Survey: SBA Communications (NASDAQ:SBAC) and One Liberty Properties (NYSE:OLP)

Financial Survey: SBA Communications (NASDAQ:SBAC) and One Liberty Properties (NYSE:OLP)

One Liberty Properties (NYSE:OLP – Get Free Report) and SBA Communications (NASDAQ:SBAC – Get Free Report) are both finance companies, but which is the superior stock? We will compare the two businesses based on the strength... More of this article »
Image for WCM Investment Management LLC Lowers Holdings in Coupang, Inc. (NYSE:CPNG)

WCM Investment Management LLC Lowers Holdings in Coupang, Inc. (NYSE:CPNG)

WCM Investment Management LLC trimmed its holdings in Coupang, Inc. (NYSE:CPNG – Free Report) by 4.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 49,608,511 shares of the company’s... More of this article »
Image for SolarWinds (SWI) Expected to Announce Quarterly Earnings on Tuesday

SolarWinds (SWI) Expected to Announce Quarterly Earnings on Tuesday

SolarWinds (NYSE:SWI – Get Free Report) is projected to release its earnings data before the market opens on Tuesday, February 11th. Analysts expect SolarWinds to post earnings of $0.27 per share and revenue of $202.92 million... More of this article »