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Atwood & Palmer Inc. Purchases New Position in BlackRock, Inc. (NYSE:BLK)
Atwood & Palmer Inc. acquired a new position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Charles Schwab Trust Co Grows Position in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)
Charles Schwab Trust Co grew its position in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 1.2% in the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Alpha Cubed Investments LLC Has $13.88 Million Holdings in Lululemon Athletica Inc. (NASDAQ:LULU)
Alpha Cubed Investments LLC increased its holdings in Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Monterey Private Wealth Inc. Grows Position in Vanguard ESG US Stock ETF (BATS:ESGV)
Monterey Private Wealth Inc. grew its position in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 0.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Prairie Sky Financial Group LLC Cuts Stake in Ford Motor (NYSE:F)
Prairie Sky Financial Group LLC lessened its holdings in shares of Ford Motor (NYSE:F – Free Report) by 9.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
First United Bank & Trust Raises Stock Position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)
First United Bank & Trust boosted its holdings in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 61.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Marriott International, Inc. (NASDAQ:MAR) Position Boosted by Segment Wealth Management LLC
Segment Wealth Management LLC raised its position in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 0.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Crossmark Global Holdings Inc. Sells 2,471 Shares of McKesson Co. (NYSE:MCK)
Crossmark Global Holdings Inc. trimmed its holdings in shares of McKesson Co. (NYSE:MCK – Free Report) by 7.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Broadcom Inc. (NASDAQ:AVGO) Shares Acquired by Liberty One Investment Management LLC
Liberty One Investment Management LLC grew its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Kiley Juergens Wealth Management LLC Sells 156 Shares of Wells Fargo & Company (NYSE:WFC)
Kiley Juergens Wealth Management LLC decreased its stake in Wells Fargo & Company (NYSE:WFC) by 1.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
iShares U.S. Treasury Bond ETF (BATS:GOVT) Shares Bought by Ade LLC
Ade LLC raised its stake in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 20.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Aspiriant LLC Sells 74 Shares of Simon Property Group, Inc. (NYSE:SPG)
Aspiriant LLC lowered its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 1.3% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 5,777 shares of the real estate... More of this article »
Lam Group Inc. Cuts Holdings in Avantis International Equity ETF (NYSEARCA:AVDE)
Lam Group Inc. decreased its position in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 19.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 21,655... More of this article »
Invesco BulletShares 2034 Corporate Bond ETF (NASDAQ:BSCY) to Issue $0.07 Dividend
Invesco BulletShares 2034 Corporate Bond ETF (NASDAQ:BSCY – Get Free Report) announced a dividend on Monday, January 20th,NASDAQ Dividends reports. Stockholders of record on Tuesday, January 21st will be given a dividend of... More of this article »
Crossmark Global Holdings Inc. Sells 1,002 Shares of American Express (NYSE:AXP)
Crossmark Global Holdings Inc. decreased its stake in American Express (NYSE:AXP) by 1.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 99,625 shares... More of this article »
Murphy Middleton Hinkle & Parker Inc. Buys 285 Shares of Visa Inc. (NYSE:V)
Murphy Middleton Hinkle & Parker Inc. lifted its stake in Visa Inc. (NYSE:V – Free Report) by 15.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Pure Financial Advisors LLC Buys 1,366 Shares of Vanguard Growth ETF (NYSEARCA:VUG)
Pure Financial Advisors LLC raised its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 36.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
OKC Token Self Reported Market Capitalization Achieves $268.53 Million (OKT)
OKC Token (OKT) traded down 3.2% against the dollar during the 1 day period ending at 7:00 AM E.T. on January 21st. One OKC Token token can now be bought for $8.20 or 0.00007901 BTC on cryptocurrency exchanges. Over the last seven... More of this article »
Atb Cap Markets Has Bearish Estimate for CP FY2024 Earnings
Canadian Pacific Kansas City Limited (NYSE:CP – Free Report) (TSE:CP) – Atb Cap Markets decreased their FY2024 earnings per share (EPS) estimates for shares of Canadian Pacific Kansas City in a research report issued... More of this article »
Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) Shares Sold by Koshinski Asset Management Inc.
Koshinski Asset Management Inc. lessened its stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 3.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Legal Advantage Investments Inc. Decreases Position in The Walt Disney Company (NYSE:DIS)
Legal Advantage Investments Inc. lowered its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 0.9% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Davies Financial Advisors Inc. Has $5.06 Million Stake in Innovator Nasdaq-100 Managed Floor ETF (NYSEARCA:QFLR)
Davies Financial Advisors Inc. increased its position in shares of Innovator Nasdaq-100 Managed Floor ETF (NYSEARCA:QFLR – Free Report) by 30.4% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Vanguard Russell 1000 Value (NASDAQ:VONV) Shares Sold by Aspiriant LLC
Aspiriant LLC lowered its holdings in shares of Vanguard Russell 1000 Value (NASDAQ:VONV – Free Report) by 2.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT) Position Increased by Ballentine Partners LLC
Ballentine Partners LLC raised its position in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) by 78.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Terra Nova Asset Management LLC Sells 464 Shares of Chevron Co. (NYSE:CVX)
Terra Nova Asset Management LLC decreased its position in Chevron Co. (NYSE:CVX – Free Report) by 21.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Ellsworth Advisors LLC Purchases 4,807 Shares of Chevron Co. (NYSE:CVX)
Ellsworth Advisors LLC increased its position in Chevron Co. (NYSE:CVX – Free Report) by 14.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Annex Advisory Services LLC Raises Position in Aflac Incorporated (NYSE:AFL)
Annex Advisory Services LLC raised its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 263.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Lloyds Banking Group plc (NYSE:LYG) Shares Sold by Crossmark Global Holdings Inc.
Crossmark Global Holdings Inc. lowered its stake in Lloyds Banking Group plc (NYSE:LYG – Free Report) by 1.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Atwood & Palmer Inc. Boosts Stock Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Atwood & Palmer Inc. lifted its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 9.3% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 2,550... More of this article »
Grove Bank & Trust Acquires 444 Shares of CVS Health Co. (NYSE:CVS)
Grove Bank & Trust lifted its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 34.4% 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 »
Lbmc Investment Advisors LLC Has $738,000 Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)
Lbmc Investment Advisors LLC cut its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 8.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Sugar Maple Asset Management LLC Takes Position in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE)
Sugar Maple Asset Management LLC acquired a new stake in BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Sky Investment Group LLC Sells 390 Shares of M&T Bank Co. (NYSE:MTB)
Sky Investment Group LLC reduced its position in M&T Bank Co. (NYSE:MTB – Free Report) by 1.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Pure Financial Advisors LLC Has $22.27 Million Stock Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)
Pure Financial Advisors LLC grew its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 10.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Lam Group Inc. Sells 6,895 Shares of Avantis International Small Cap Value ETF (NYSEARCA:AVDV)
Lam Group Inc. trimmed its position in Avantis International Small Cap Value ETF (NYSEARCA:AVDV – Free Report) by 44.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Genesis Investment Management LLP Sells 703,159 Shares of PDD Holdings Inc. (NASDAQ:PDD)
Genesis Investment Management LLP trimmed its position in PDD Holdings Inc. (NASDAQ:PDD – Free Report) by 79.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Mechanics Bank Trust Department Makes New $240,000 Investment in AutoZone, Inc. (NYSE:AZO)
Mechanics Bank Trust Department acquired a new stake in AutoZone, Inc. (NYSE:AZO – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Sky Investment Group LLC Boosts Holdings in Fortive Co. (NYSE:FTV)
Sky Investment Group LLC lifted its stake in shares of Fortive Co. (NYSE:FTV – Free Report) by 0.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
iShares U.S. Industrials ETF (BATS:IYJ) Shares Acquired by Tudor Financial Inc.
Tudor Financial Inc. lifted its stake in shares of iShares U.S. Industrials ETF (BATS:IYJ – Free Report) by 3.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Access Financial Services Inc. Has $1.39 Million Stock Position in Chevron Co. (NYSE:CVX)
Access Financial Services Inc. cut its stake in Chevron Co. (NYSE:CVX – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Abacus Wealth Partners LLC Reduces Position in Motorola Solutions, Inc. (NYSE:MSI)
Abacus Wealth Partners LLC reduced its stake in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 4.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
New Hampshire Trust Sells 330 Shares of Chipotle Mexican Grill, Inc. (NYSE:CMG)
New Hampshire Trust decreased its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 4.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Trueblood Wealth Management LLC Acquires 2,177 Shares of Walmart Inc. (NYSE:WMT)
Trueblood Wealth Management LLC boosted its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 17.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 14,879 shares of the retailer’s... More of this article »
Diversify Advisory Services LLC Buys Shares of 15,931 Block, Inc. (NYSE:SQ)
Diversify Advisory Services LLC purchased a new stake in Block, Inc. (NYSE:SQ – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT) Shares Sold by Zhang Financial LLC
Zhang Financial LLC cut its holdings in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 26.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,083 shares of the... More of this article »
Camden National Co. (NASDAQ:CAC) Stock Holdings Trimmed by Sky Investment Group LLC
Sky Investment Group LLC lessened its position in shares of Camden National Co. (NASDAQ:CAC – Free Report) by 9.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Dorchester Minerals, L.P. (NASDAQ:DMLP) Short Interest Update
Dorchester Minerals, L.P. (NASDAQ:DMLP – Get Free Report) was the recipient of a large growth in short interest in the month of December. As of December 31st, there was short interest totalling 395,900 shares, a growth of 5.2%... More of this article »
MSA Safety Incorporated (NYSE:MSA) Shares Purchased by Mountain Pacific Investment Advisers LLC
Mountain Pacific Investment Advisers LLC boosted its stake in MSA Safety Incorporated (NYSE:MSA – Free Report) by 3.1% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 136,767 shares of the... More of this article »