Home » Author Archive
Vaughan Nelson Investment Management L.P. Purchases Shares of 2,324,455 Capri Holdings Limited (NYSE:CPRI)
Vaughan Nelson Investment Management L.P. acquired a new position in shares of Capri Holdings Limited (NYSE:CPRI – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Sells 785 Shares of Honeywell International Inc. (NASDAQ:HON)
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA decreased its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Moser Wealth Advisors LLC Buys 28,971 Shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Moser Wealth Advisors LLC raised its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 299.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC) Shares Sold by Stephens Inc. AR
Stephens Inc. AR reduced its stake in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 0.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 77,452 shares of the... More of this article »
Birch Hill Investment Advisors LLC Grows Holdings in Xylem Inc. (NYSE:XYL)
Birch Hill Investment Advisors LLC increased its holdings in shares of Xylem Inc. (NYSE:XYL – Free Report) by 10.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Soltis Investment Advisors LLC Purchases 55,795 Shares of Lam Research Co. (NASDAQ:LRCX)
Soltis Investment Advisors LLC grew its holdings in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 904.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
85,262 Shares in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) Purchased by Vested Financial Planning LLC
Vested Financial Planning LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 85,262 shares of the... More of this article »
Quilter Plc Has $94.85 Million Stake in Rockwell Automation, Inc. (NYSE:ROK)
Quilter Plc boosted its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 6.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Empowered Funds LLC Buys 6,443 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)
Empowered Funds LLC increased its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
DecisionPoint Financial LLC Lowers Stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
DecisionPoint Financial LLC cut its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 8.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
DecisionPoint Financial LLC Has $132,000 Stake in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR)
DecisionPoint Financial LLC lifted its holdings in shares of Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR – Free Report) by 24.4% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Ferguson Wellman Capital Management Inc. Sells 924 Shares of Zoetis Inc. (NYSE:ZTS)
Ferguson Wellman Capital Management Inc. lessened its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 5.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Shares Bought by Ferguson Wellman Capital Management Inc.
Ferguson Wellman Capital Management Inc. raised its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 2.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 49,409 shares... More of this article »
Kestra Private Wealth Services LLC Has $5.41 Million Stock Holdings in VanEck Semiconductor ETF (NASDAQ:SMH)
Kestra Private Wealth Services LLC raised its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 17.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Newbridge Financial Services Group Inc. Takes Position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)
Newbridge Financial Services Group Inc. bought a new stake in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund bought... More of this article »
Wealthstar Advisors LLC Acquires New Position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)
Wealthstar Advisors LLC bought a new position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
17,302 Shares in iShares U.S. Utilities ETF (NYSEARCA:IDU) Bought by Wealthstar Advisors LLC
Wealthstar Advisors LLC acquired a new position in iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
31,677 Shares in Goldman Sachs BDC, Inc. (NYSE:GSBD) Purchased by Stiles Financial Services Inc
Stiles Financial Services Inc bought a new stake in shares of Goldman Sachs BDC, Inc. (NYSE:GSBD – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought... More of this article »
Stockman Wealth Management Inc. Lowers Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Stockman Wealth Management Inc. lowered its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Harbour Trust & Investment Management Co Sells 10,060 Shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK)
Harbour Trust & Investment Management Co lowered its position in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 28.8% in the 4th quarter, according to the company in its most recent Form 13F... More of this article »
Track Group, Inc. Announces Financial Results for Quarter Ended December 31, 2024
Track Group, Inc. (OTCMKTS: TRCK) revealed its financial performance for the quarter concluded on December 31, 2024, through a press release on February 7, 2025. The company’s official statement can be accessed through Exhibit... More of this article »
Dollar General Co. (NYSE:DG) Shares Sold by Quilter Plc
Quilter Plc decreased its position in Dollar General Co. (NYSE:DG – Free Report) by 19.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Colgate-Palmolive (NYSE:CL) Shares Sold by Birch Hill Investment Advisors LLC
Birch Hill Investment Advisors LLC decreased its position in shares of Colgate-Palmolive (NYSE:CL – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Opal Wealth Advisors LLC Raises Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)
Opal Wealth Advisors LLC lifted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 13.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Radian Group Inc. (NYSE:RDN) Shares Sold by Miller Howard Investments Inc. NY
Miller Howard Investments Inc. NY reduced its position in shares of Radian Group Inc. (NYSE:RDN – Free Report) by 52.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 13,933 shares of the insurance provider’s... More of this article »
Quotient Wealth Partners LLC Has $451,000 Stake in Vulcan Materials (NYSE:VMC)
Quotient Wealth Partners LLC lowered its holdings in Vulcan Materials (NYSE:VMC – Free Report) by 30.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Altria Group, Inc. (NYSE:MO) Shares Sold by Howland Capital Management LLC
Howland Capital Management LLC reduced its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
GGM Financials LLC Grows Stock Position in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)
GGM Financials LLC grew its position in shares of T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF – Free Report) by 3.6% during the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
WCM Investment Management LLC Sells 1,696 Shares of Axsome Therapeutics, Inc. (NASDAQ:AXSM)
WCM Investment Management LLC lowered its stake in Axsome Therapeutics, Inc. (NASDAQ:AXSM – Free Report) by 1.5% in the 4th quarter, HoldingsChannel reports. The fund owned 111,996 shares of the company’s stock after selling... More of this article »
Brokerages Set J.Jill, Inc. (NYSE:JILL) Price Target at $38.17
J.Jill, Inc. (NYSE:JILL – Get Free Report) has earned an average recommendation of “Moderate Buy” from the six analysts that are covering the firm, MarketBeat Ratings reports. Two analysts have rated the stock with... More of this article »
Empirical Finance LLC Buys 7,229 Shares of Centene Co. (NYSE:CNC)
Empirical Finance LLC grew its stake in shares of Centene Co. (NYSE:CNC – Free Report) by 38.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Moloney Securities Asset Management LLC Has $693,000 Position in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV)
Moloney Securities Asset Management LLC cut its stake in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 11.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 9,900 shares of the... More of this article »
Biotech Stocks To Consider – February 10th
Thermo Fisher Scientific, SpringWorks Therapeutics, and Danaher are the three Biotech stocks to watch today, according to MarketBeat’s stock screener tool. Biotech stocks refer to stocks of companies that operate within the... More of this article »
Robinson Value Management Ltd. Sells 7,504 Shares of Sprott Physical Silver Trust (NYSEARCA:PSLV)
Robinson Value Management Ltd. cut its holdings in Sprott Physical Silver Trust (NYSEARCA:PSLV – Free Report) by 27.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Netflix, Inc. (NASDAQ:NFLX) Shares Acquired by Howland Capital Management LLC
Howland Capital Management LLC increased its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Position Reduced by Elevation Wealth Partners LLC
Elevation Wealth Partners LLC lowered its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 3.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 10,612 shares of the exchange traded... More of this article »
Gunma Bank Ltd. Acquires 20,000 Shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)
Gunma Bank Ltd. lifted its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 15.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 150,000... More of this article »
Farmers & Merchants Investments Inc. Invests $40,000 in Pacer Developed Markets International Cash Cows 100 ETF (BATS:ICOW)
Farmers & Merchants Investments Inc. bought a new stake in Pacer Developed Markets International Cash Cows 100 ETF (BATS:ICOW – Free Report) during the fourth quarter, according to the company in its most recent disclosure... More of this article »