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MassMutual Private Wealth & Trust FSB Has $20.63 Million Position in Caterpillar Inc. (NYSE:CAT)
MassMutual Private Wealth & Trust FSB boosted its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 1.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Trueblood Wealth Management LLC Has $1.67 Million Stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)
Trueblood Wealth Management LLC grew its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Dimensional U.S. Equity ETF (NYSEARCA:DFUS) is Onyx Financial Advisors LLC’s 9th Largest Position
Onyx Financial Advisors LLC lessened its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
OptimumBank Releases Presentation on Unaudited Results, Ending the Year Strong
OptimumBank Holdings, Inc., a Florida-based financial institution (NYSE American: OPHC), recently disclosed essential details regarding its unaudited results of operations for the period concluding on December 31, 2024. The report... More of this article »
Diversify Advisory Services LLC Acquires 4,726 Shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS)
Diversify Advisory Services LLC increased its holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Shelton Wealth Management LLC Buys 69 Shares of Visa Inc. (NYSE:V)
Shelton Wealth Management LLC boosted its stake in Visa Inc. (NYSE:V – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Position Cut by Diversify Advisory Services LLC
Diversify Advisory Services LLC lowered its position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 16.7% in the 4th quarter, according to its most recent disclosure with the SEC. The... More of this article »
McCarthy & Cox Grows Position in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)
McCarthy & Cox boosted its stake in shares of T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF – Free Report) by 228.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Wealth Management Partners LLC Sells 139 Shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)
Wealth Management Partners LLC decreased its holdings in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 1.5% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
iShares Gold Trust (NYSEARCA:IAU) Shares Bought by Wealth Management Partners LLC
Wealth Management Partners LLC lifted its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
AMI Investment Management Inc. Cuts Stock Position in Oracle Co. (NYSE:ORCL)
AMI Investment Management Inc. cut its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 8.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) Shares Purchased by Willner & Heller LLC
Willner & Heller LLC boosted its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 12.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,211... More of this article »
Danaher Co. (NYSE:DHR) Shares Acquired by Mechanics Bank Trust Department
Mechanics Bank Trust Department lifted its position in Danaher Co. (NYSE:DHR – Free Report) by 14.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,233 shares... More of this article »
M.E. Allison & CO. Inc. Invests $711,000 in Bloom Energy Co. (NYSE:BE)
M.E. Allison & CO. Inc. purchased a new position in shares of Bloom Energy Co. (NYSE:BE – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Howard Financial Services LTD. Boosts Stock Position in Meta Platforms, Inc. (NASDAQ:META)
Howard Financial Services LTD. boosted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 73.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Verity & Verity LLC Boosts Stock Position in Meta Platforms, Inc. (NASDAQ:META)
Verity & Verity LLC grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 14.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB) Shares Acquired by Scott Capital Advisors LLC
Scott Capital Advisors LLC grew its position in Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Vanguard Large-Cap ETF (NYSEARCA:VV) Holdings Boosted by City Holding Co.
City Holding Co. raised its stake in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 13.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Short Interest in Fair Isaac Co. (NYSE:FICO) Increases By 13.5%
Fair Isaac Co. (NYSE:FICO – Get Free Report) saw a significant increase in short interest in December. As of December 31st, there was short interest totalling 669,900 shares, an increase of 13.5% from the December 15th total... More of this article »
Diversify Wealth Management LLC Grows Position in Honeywell International Inc. (NASDAQ:HON)
Diversify Wealth Management LLC raised its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Gilman Hill Asset Management LLC Has $2.98 Million Stake in Northrop Grumman Co. (NYSE:NOC)
Gilman Hill Asset Management LLC lessened its holdings in shares of Northrop Grumman Co. (NYSE:NOC – Free Report) by 3.8% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
LVW Advisors LLC Grows Stake in ResMed Inc. (NYSE:RMD)
LVW Advisors LLC grew its holdings in ResMed Inc. (NYSE:RMD – Free Report) by 23.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 3,098 shares of the medical equipment... More of this article »
Ingersoll Rand Inc. (NYSE:IR) Receives $106.83 Consensus Price Target from Analysts
Shares of Ingersoll Rand Inc. (NYSE:IR – Get Free Report) have been given an average rating of “Moderate Buy” by the thirteen brokerages that are covering the company, Marketbeat reports. Six investment analysts... More of this article »
ZoomInfo Technologies Names Katie Rooney to its Board of DirectorsVANCOUVER, WASHINGTON – JAN. 16, 2025 – ZoomInfo Technologies (NASDAQ: ZI), a prominent Go-To-Market Intelligence platform, has declared the appointment of Katie Rooney as a member of
This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read ZoomInfo Technologies’s 8K filing here. About ZoomInfo Technologies (Get Free... More of this article »
Pure Cycle Corporation Announces Results from Annual Shareholders Meeting
Pure Cycle Corporation (NASDAQ: PCYO) recently held its annual meeting of shareholders on January 15, 2025. The meeting, attended by shareholders representing 24,074,631 shares of common stock, resulted in various approvals and votes... More of this article »
Ellsworth Advisors LLC Invests $681,000 in REV Group, Inc. (NYSE:REVG)
Ellsworth Advisors LLC bought a new stake in shares of REV Group, Inc. (NYSE:REVG – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Ellsworth Advisors LLC Has $891,000 Position in PJT Partners Inc. (NYSE:PJT)
Ellsworth Advisors LLC increased its holdings in PJT Partners Inc. (NYSE:PJT – Free Report) by 3.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Successful Portfolios LLC Has $4.89 Million Stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)
Successful Portfolios LLC lifted its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 92.2% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Smith Salley Wealth Management Has $705,000 Stock Holdings in KLA Co. (NASDAQ:KLAC)
Smith Salley Wealth Management cut its stake in KLA Co. (NASDAQ:KLAC – Free Report) by 7.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
ATN International, Inc. (NASDAQ:ATNI) Short Interest Update
ATN International, Inc. (NASDAQ:ATNI – Get Free Report) was the target of a significant increase in short interest in the month of December. As of December 31st, there was short interest totalling 192,700 shares, an increase... More of this article »
Evanson Asset Management LLC Has $348,000 Stock Holdings in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)
Evanson Asset Management LLC lifted its holdings in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 73.8% during the 4th quarter, according to the company in its most recent 13F filing... More of this article »
Hall Laurie J Trustee Boosts Stock Position in Danaher Co. (NYSE:DHR)
Hall Laurie J Trustee grew its holdings in Danaher Co. (NYSE:DHR – Free Report) by 5.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Moss Adams Wealth Advisors LLC Makes New Investment in PayPal Holdings, Inc. (NASDAQ:PYPL)
Moss Adams Wealth Advisors LLC acquired a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Sold by Sanibel Captiva Trust Company Inc.
Sanibel Captiva Trust Company Inc. lessened its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 11.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Cascade Investment Group Inc. Sells 250 Shares of First Trust Cloud Computing ETF (NASDAQ:SKYY)
Cascade Investment Group Inc. lowered its stake in shares of First Trust Cloud Computing ETF (NASDAQ:SKYY – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Grove Bank & Trust Sells 265 Shares of Salesforce, Inc. (NYSE:CRM)
Grove Bank & Trust lessened its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 9.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
My Legacy Advisors LLC Purchases 1,255 Shares of Lazard, Inc. (NYSE:LAZ)
My Legacy Advisors LLC raised its position in Lazard, Inc. (NYSE:LAZ – Free Report) by 29.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Artemis Investment Management LLP Has $15.01 Million Stock Holdings in CMS Energy Co. (NYSE:CMS)
Artemis Investment Management LLP decreased its position in CMS Energy Co. (NYSE:CMS – Free Report) by 41.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Clarius Group LLC Boosts Stake in Vanguard ESG US Stock ETF (BATS:ESGV)
Clarius Group LLC lifted its holdings in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 5.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Insider Selling: Equinix, Inc. (NASDAQ:EQIX) Chairman Sells 5,788 Shares of Stock
Equinix, Inc. (NASDAQ:EQIX – Get Free Report) Chairman Charles J. Meyers sold 5,788 shares of Equinix stock in a transaction dated Thursday, January 16th. The shares were sold at an average price of $909.81, for a total value... More of this article »
CarMax, Inc. (NYSE:KMX) VP Sells $1,053,729.00 in Stock
CarMax, Inc. (NYSE:KMX – Get Free Report) VP Jill A. Livesay sold 13,009 shares of the business’s stock in a transaction on Wednesday, January 15th. The shares were sold at an average price of $81.00, for a total transaction... More of this article »
Sanibel Captiva Trust Company Inc. Has $200,000 Stake in Banco Santander, S.A. (NYSE:SAN)
Sanibel Captiva Trust Company Inc. cut its holdings in Banco Santander, S.A. (NYSE:SAN – Free Report) by 6.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Financial Management Professionals Inc. Purchases 2,714 Shares of Xponential Fitness, Inc. (NYSE:XPOF)
Financial Management Professionals Inc. increased its holdings in Xponential Fitness, Inc. (NYSE:XPOF – Free Report) by 117.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Krilogy Financial LLC Acquires 9,200 Shares of Avadel Pharmaceuticals plc (NASDAQ:AVDL)
Krilogy Financial LLC lifted its holdings in shares of Avadel Pharmaceuticals plc (NASDAQ:AVDL – Free Report) by 53.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Arkadios Wealth Advisors Sells 10,158 Shares of CVS Health Co. (NYSE:CVS)
Arkadios Wealth Advisors lowered its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 24.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Science Applications International Co. (NYSE:SAIC) Shares Acquired by HB Wealth Management LLC
HB Wealth Management LLC grew its position in Science Applications International Co. (NYSE:SAIC – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
HB Wealth Management LLC Sells 76 Shares of iShares U.S. Technology ETF (NYSEARCA:IYW)
HB Wealth Management LLC decreased its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 0.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Insider Selling: Atlassian Co. (NASDAQ:TEAM) Director Sells $2,010,923.48 in Stock
Atlassian Co. (NASDAQ:TEAM – Get Free Report) Director Scott Farquhar sold 7,948 shares of the company’s stock in a transaction dated Friday, January 17th. The shares were sold at an average price of $253.01, for a total... More of this article »