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International Business Machines Co. (NYSE:IBM) Shares Sold by FLC Capital Advisors
FLC Capital Advisors trimmed its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 0.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Stokes Capital Advisors LLC Buys 67 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)
Stokes Capital Advisors LLC raised its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 0.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Client 1ST Advisory Group LLC Invests $203,000 in Caterpillar Inc. (NYSE:CAT)
Client 1ST Advisory Group LLC bought a new stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Union Savings Bank Sells 608 Shares of The TJX Companies, Inc. (NYSE:TJX)
Union Savings Bank reduced its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 4.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Union Savings Bank Has $401,000 Position in Target Co. (NYSE:TGT)
Union Savings Bank lowered its holdings in Target Co. (NYSE:TGT – Free Report) by 6.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Lionsbridge Wealth Management LLC Acquires 41,549 Shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY)
Lionsbridge Wealth Management LLC lifted its stake in Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 246.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Guinness Atkinson Asset Management Inc Lowers Stock Holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS)
Guinness Atkinson Asset Management Inc lessened its position in Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 20.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Bridgewater Advisors Inc. Decreases Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)
Bridgewater Advisors Inc. decreased its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Walmart Inc. (NYSE:WMT) Shares Sold by Walker Financial Services Inc.
Walker Financial Services Inc. reduced its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Purus Wealth Management LLC Buys 173 Shares of Apollo Global Management, Inc. (NYSE:APO)
Purus Wealth Management LLC grew its stake in Apollo Global Management, Inc. (NYSE:APO – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Purus Wealth Management LLC Raises Stock Holdings in First Trust India NIFTY 50 Equal Weight ETF (NASDAQ:NFTY)
Purus Wealth Management LLC boosted its stake in shares of First Trust India NIFTY 50 Equal Weight ETF (NASDAQ:NFTY – Free Report) by 7.2% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
BM Technologies Announces Merger Agreement with First Carolina Bank
BM Technologies, Inc., a Delaware Corporation (NYSE: BMTX), disclosed in an 8-K filing on January 15, 2025, that the company has entered into an Agreement and Plan of Merger with First Carolina Bank and Double Eagle Acquisition Corp.,... More of this article »
FLC Capital Advisors Has $252,000 Position in Novartis AG (NYSE:NVS)
FLC Capital Advisors increased its position in shares of Novartis AG (NYSE:NVS – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
FLC Capital Advisors Buys 2,297 Shares of Global X Variable Rate Preferred ETF (NYSEARCA:PFFV)
FLC Capital Advisors grew its position in shares of Global X Variable Rate Preferred ETF (NYSEARCA:PFFV – Free Report) by 12.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Aaron Wealth Advisors LLC Raises Stock Position in Costco Wholesale Co. (NASDAQ:COST)
Aaron Wealth Advisors LLC lifted its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 8.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Triangle Securities Wealth Management Purchases 410 Shares of Dominion Energy, Inc. (NYSE:D)
Triangle Securities Wealth Management raised its position in shares of Dominion Energy, Inc. (NYSE:D – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) Shares Sold by Global Wealth Management LLC
Global Wealth Management LLC decreased its position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 2.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 22,668... More of this article »
Bremer Bank National Association Has $303,000 Stock Holdings in 3M (NYSE:MMM)
Bremer Bank National Association decreased its position in shares of 3M (NYSE:MMM – Free Report) by 4.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) is Capital Wealth Management LLC’s 5th Largest Position
Capital Wealth Management LLC increased its holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 7.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
AvalonBay Communities, Inc. (NYSE:AVB) Stock Position Lowered by Sarasin & Partners LLP
Sarasin & Partners LLP lessened its position in AvalonBay Communities, Inc. (NYSE:AVB – Free Report) by 6.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Energy Transfer LP (NYSE:ET) Stock Holdings Trimmed by Gilman Hill Asset Management LLC
Gilman Hill Asset Management LLC lessened its stake in shares of Energy Transfer LP (NYSE:ET – Free Report) by 6.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
FOCUS Wealth Advisors LLC Invests $1.46 Million in Oracle Co. (NYSE:ORCL)
FOCUS Wealth Advisors LLC bought a new position in Oracle Co. (NYSE:ORCL – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Clarius Group LLC Has $551,000 Stake in The Boeing Company (NYSE:BA)
Clarius Group LLC lowered its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) Stake Reduced by Willner & Heller LLC
Willner & Heller LLC decreased its holdings in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Pine Haven Investment Counsel Inc Increases Stock Position in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD)
Pine Haven Investment Counsel Inc raised its stake in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Trueblood Wealth Management LLC Increases Stake in Snap-on Incorporated (NYSE:SNA)
Trueblood Wealth Management LLC boosted its stake in shares of Snap-on Incorporated (NYSE:SNA – Free Report) by 1.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Annex Advisory Services LLC Grows Stake in Arthur J. Gallagher & Co. (NYSE:AJG)
Annex Advisory Services LLC boosted its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 29.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Annex Advisory Services LLC Has $6.30 Million Stock Holdings in Valero Energy Co. (NYSE:VLO)
Annex Advisory Services LLC decreased its position in Valero Energy Co. (NYSE:VLO – Free Report) by 8.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 51,424... More of this article »
132,645 Shares in ProShares UltraShort S&P500 (NYSEARCA:SDS) Purchased by Diversify Advisory Services LLC
Diversify Advisory Services LLC acquired a new stake in shares of ProShares UltraShort S&P500 (NYSEARCA:SDS – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Premier Path Wealth Partners LLC Has $2.33 Million Holdings in Johnson & Johnson (NYSE:JNJ)
Premier Path Wealth Partners LLC raised its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 34.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,074... More of this article »
Client 1ST Advisory Group LLC Acquires Shares of 98,009 iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)
Client 1ST Advisory Group LLC bought a new position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
RoundAngle Advisors LLC Makes New $806,000 Investment in The GEO Group, Inc. (NYSE:GEO)
RoundAngle Advisors LLC bought a new position in The GEO Group, Inc. (NYSE:GEO – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Brokerages Set Papa Johns International, Inc. (NASDAQ:PZZA) Price Target at $59.82
Papa Johns International, Inc. (NASDAQ:PZZA – Get Free Report) has been given a consensus rating of “Hold” by the thirteen analysts that are covering the firm, Marketbeat Ratings reports. Seven research analysts... More of this article »
My Legacy Advisors LLC Has $268,000 Stake in Best Buy Co., Inc. (NYSE:BBY)
My Legacy Advisors LLC grew its stake in Best Buy Co., Inc. (NYSE:BBY – Free Report) by 28.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Annex Advisory Services LLC Has $18.74 Million Stock Position in Franco-Nevada Co. (NYSE:FNV)
Annex Advisory Services LLC lifted its position in Franco-Nevada Co. (NYSE:FNV – Free Report) (TSE:FNV) by 24.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Evanson Asset Management LLC Cuts Position in iShares S&P GSCI Commodity-Indexed Trust (NYSEARCA:GSG)
Evanson Asset Management LLC lowered its position in shares of iShares S&P GSCI Commodity-Indexed Trust (NYSEARCA:GSG – Free Report) by 5.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The... More of this article »
Analysts Set Colliers International Group Inc. (NASDAQ:CIGI) PT at $162.44
Shares of Colliers International Group Inc. (NASDAQ:CIGI – Get Free Report) (TSE:CIGI) have been assigned a consensus rating of “Moderate Buy” from the nine ratings firms that are currently covering the company,... More of this article »
Dunelm Group plc (LON:DNLM) Given Consensus Rating of “Moderate Buy” by Brokerages
Dunelm Group plc (LON:DNLM – Get Free Report) has been given a consensus rating of “Moderate Buy” by the six analysts that are covering the company, MarketBeat.com reports. Three equities research analysts have rated... More of this article »
Client 1ST Advisory Group LLC Buys Shares of 2,409 Vanguard Russell 1000 Growth ETF (NASDAQ:VONG)
Client 1ST Advisory Group LLC purchased a new position in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Immunovant, Inc. (NASDAQ:IMVT) CFO Sells $54,761.34 in Stock
Immunovant, Inc. (NASDAQ:IMVT – Get Free Report) CFO Eva Renee Barnett sold 2,298 shares of the stock in a transaction that occurred on Wednesday, January 15th. The shares were sold at an average price of $23.83, for a total... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Sandbox Financial Partners LLC
Sandbox Financial Partners LLC raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Sanibel Captiva Trust Company Inc. Invests $247,000 in The Hershey Company (NYSE:HSY)
Sanibel Captiva Trust Company Inc. acquired a new stake in The Hershey Company (NYSE:HSY – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Grove Bank & Trust Has $241,000 Stock Holdings in Sanofi (NASDAQ:SNY)
Grove Bank & Trust lowered its position in shares of Sanofi (NASDAQ:SNY – Free Report) by 12.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Grove Bank & Trust Boosts Stock Holdings in Bristol-Myers Squibb (NYSE:BMY)
Grove Bank & Trust grew its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 14.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
My Legacy Advisors LLC Lowers Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
My Legacy Advisors LLC trimmed its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 8.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Artemis Investment Management LLP Decreases Stake in Matson, Inc. (NYSE:MATX)
Artemis Investment Management LLP decreased its holdings in shares of Matson, Inc. (NYSE:MATX – Free Report) by 45.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Trust Co. of Vermont Increases Stock Position in Johnson Controls International plc (NYSE:JCI)
Trust Co. of Vermont grew its holdings in Johnson Controls International plc (NYSE:JCI – Free Report) by 10.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
TE Connectivity Ltd. (NYSE:TEL) Shares Sold by Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC lowered its stake in TE Connectivity Ltd. (NYSE:TEL – Free Report) by 5.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »