Home » Author Archive

Image for Grove Bank & Trust Sells 3,602 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Grove Bank & Trust Sells 3,602 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Grove Bank & Trust lessened its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Koninklijke DSM (OTCMKTS:RDSMY) Stock Price Crosses Below 50-Day Moving Average   – Here’s What Happened

Koninklijke DSM (OTCMKTS:RDSMY) Stock Price Crosses Below 50-Day Moving Average – Here’s What Happened

Shares of Koninklijke DSM (OTCMKTS:RDSMY – Get Free Report) passed below its fifty day moving average during trading on Friday . The stock has a fifty day moving average of $33.85 and traded as low as $33.11. Koninklijke DSM... More of this article »
Image for Netflix, Inc. (NASDAQ:NFLX) Shares Purchased by Liberty One Investment Management LLC

Netflix, Inc. (NASDAQ:NFLX) Shares Purchased by Liberty One Investment Management LLC

Liberty One Investment Management LLC raised its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 7.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Itron, Inc. (NASDAQ:ITRI) Short Interest Down 11.2% in December

Itron, Inc. (NASDAQ:ITRI) Short Interest Down 11.2% in December

Itron, Inc. (NASDAQ:ITRI – Get Free Report) was the recipient of a large drop in short interest during the month of December. As of December 31st, there was short interest totalling 3,170,000 shares, a drop of 11.2% from the... More of this article »
Image for SPDR Long Dollar Gold Trust (NYSEARCA:GLDW) Shares Cross Below Fifty Day Moving Average   – Here’s What Happened

SPDR Long Dollar Gold Trust (NYSEARCA:GLDW) Shares Cross Below Fifty Day Moving Average – Here’s What Happened

SPDR Long Dollar Gold Trust (NYSEARCA:GLDW – Get Free Report)’s stock price passed below its fifty day moving average during trading on Friday . The stock has a fifty day moving average of $152.82 and traded as low as $152.81.... More of this article »
Image for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) is Cambridge Advisors Inc.’s 3rd Largest Position

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) is Cambridge Advisors Inc.’s 3rd Largest Position

Cambridge Advisors Inc. boosted its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 6.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Terra Firma Capital (CVE:TII) Stock Price Passes Above Fifty Day Moving Average   – What’s Next?

Terra Firma Capital (CVE:TII) Stock Price Passes Above Fifty Day Moving Average – What’s Next?

Terra Firma Capital Co. (CVE:TII – Get Free Report) shares passed above its fifty day moving average during trading on Friday . The stock has a fifty day moving average of C$7.25 and traded as high as C$7.25. Terra Firma Capital... More of this article »
Image for 6,915 Shares in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Acquired by Riversedge Advisors LLC

6,915 Shares in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Acquired by Riversedge Advisors LLC

Riversedge Advisors LLC purchased a new stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Triangle Securities Wealth Management Lowers Holdings in Honeywell International Inc. (NASDAQ:HON)

Triangle Securities Wealth Management Lowers Holdings in Honeywell International Inc. (NASDAQ:HON)

Triangle Securities Wealth Management reduced its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 12.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Bernardo Wealth Planning LLC Makes New $287,000 Investment in iShares Russell 2000 ETF (NYSEARCA:IWM)

Bernardo Wealth Planning LLC Makes New $287,000 Investment in iShares Russell 2000 ETF (NYSEARCA:IWM)

Bernardo Wealth Planning LLC bought a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Short Interest in Karooooo Ltd. (NASDAQ:KARO) Increases By 18.6%

Short Interest in Karooooo Ltd. (NASDAQ:KARO) Increases By 18.6%

Karooooo Ltd. (NASDAQ:KARO – Get Free Report) saw a significant growth in short interest during the month of December. As of December 31st, there was short interest totalling 45,900 shares, a growth of 18.6% from the December... More of this article »
Image for Aaron Wealth Advisors LLC Sells 82 Shares of The Progressive Co. (NYSE:PGR)

Aaron Wealth Advisors LLC Sells 82 Shares of The Progressive Co. (NYSE:PGR)

Aaron Wealth Advisors LLC decreased its holdings in The Progressive Co. (NYSE:PGR – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Truist Financial Co. (NYSE:TFC) Shares Sold by Ballast Inc.

Truist Financial Co. (NYSE:TFC) Shares Sold by Ballast Inc.

Ballast Inc. trimmed its position in Truist Financial Co. (NYSE:TFC – Free Report) by 5.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Stillwater Capital Advisors LLC Buys 3,632 Shares of The Coca-Cola Company (NYSE:KO)

Stillwater Capital Advisors LLC Buys 3,632 Shares of The Coca-Cola Company (NYSE:KO)

Stillwater Capital Advisors LLC lifted its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 1.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Arbor Trust Wealth Advisors LLC Takes Position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)

Arbor Trust Wealth Advisors LLC Takes Position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)

Arbor Trust Wealth Advisors LLC purchased a new position in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Renaissance Investment Group LLC Reduces Holdings in PayPal Holdings, Inc. (NASDAQ:PYPL)

Renaissance Investment Group LLC Reduces Holdings in PayPal Holdings, Inc. (NASDAQ:PYPL)

Renaissance Investment Group LLC lowered its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 31.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Schwab US Broad Market ETF (NYSEARCA:SCHB) is Avalon Advisory Group’s 5th Largest Position

Schwab US Broad Market ETF (NYSEARCA:SCHB) is Avalon Advisory Group’s 5th Largest Position

Avalon Advisory Group increased its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 199.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 166,690 shares... More of this article »
Image for Astoria Portfolio Advisors LLC. Makes New $453,000 Investment in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Astoria Portfolio Advisors LLC. Makes New $453,000 Investment in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Astoria Portfolio Advisors LLC. bought a new stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Nexus Investment Management ULC Has $21.71 Million Stock Holdings in Pfizer Inc. (NYSE:PFE)

Nexus Investment Management ULC Has $21.71 Million Stock Holdings in Pfizer Inc. (NYSE:PFE)

Nexus Investment Management ULC boosted its position in Pfizer Inc. (NYSE:PFE – Free Report) by 1.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 818,287 shares of the biopharmaceutical... More of this article »
Image for Timbercreek Financial (OTC:TBCRF) Stock Price Down 1.1%  – Time to Sell?

Timbercreek Financial (OTC:TBCRF) Stock Price Down 1.1% – Time to Sell?

Shares of Timbercreek Financial Corp. (OTC:TBCRF – Get Free Report) were down 1.1% during trading on Friday . The stock traded as low as $4.69 and last traded at $4.69. Approximately 293 shares changed hands during mid-day trading,... More of this article »
Image for Merck & Co., Inc. (NYSE:MRK) Holdings Lifted by Sandy Cove Advisors LLC

Merck & Co., Inc. (NYSE:MRK) Holdings Lifted by Sandy Cove Advisors LLC

Sandy Cove Advisors LLC increased its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 20.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Professional Advisory Services Inc. Decreases Stock Holdings in Johnson & Johnson (NYSE:JNJ)

Professional Advisory Services Inc. Decreases Stock Holdings in Johnson & Johnson (NYSE:JNJ)

Professional Advisory Services Inc. reduced its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 5.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Murphy Middleton Hinkle & Parker Inc. Grows Stake in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Murphy Middleton Hinkle & Parker Inc. Grows Stake in iShares MSCI EAFE ETF (NYSEARCA:EFA)

Murphy Middleton Hinkle & Parker Inc. increased its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Nurix Therapeutics Outlines 2025 Goals and Objectives for Advancement of Its Pipeline in Cancer and Autoimmune Diseases

Nurix Therapeutics Outlines 2025 Goals and Objectives for Advancement of Its Pipeline in Cancer and Autoimmune Diseases

Nurix Therapeutics, a clinical-stage biopharmaceutical company (Nasdaq: NRIX), has detailed key objectives and anticipated milestones for 2025. These goals were the subject of Nurix’s corporate update at the 43rd Annual J.P. Morgan... More of this article »
Image for Oak Ridge Investments LLC Buys 296 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

Oak Ridge Investments LLC Buys 296 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

Oak Ridge Investments LLC raised its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Clarius Group LLC Sells 28,895 Shares of iShares National Muni Bond ETF (NYSEARCA:MUB)

Clarius Group LLC Sells 28,895 Shares of iShares National Muni Bond ETF (NYSEARCA:MUB)

Clarius Group LLC decreased its holdings in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 46.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Skillful Craftsman Education Technology (NASDAQ:EDTK) Stock Price Down 3.1%  – Time to Sell?

Skillful Craftsman Education Technology (NASDAQ:EDTK) Stock Price Down 3.1% – Time to Sell?

Skillful Craftsman Education Technology Limited (NASDAQ:EDTK – Get Free Report) shares dropped 3.1% during trading on Friday . The stock traded as low as $1.10 and last traded at $1.11. Approximately 19,996 shares traded hands... More of this article »
Image for Bernardo Wealth Planning LLC Sells 832 Shares of First Trust Capital Strength ETF (NASDAQ:FTCS)

Bernardo Wealth Planning LLC Sells 832 Shares of First Trust Capital Strength ETF (NASDAQ:FTCS)

Bernardo Wealth Planning LLC cut its holdings in shares of First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 1.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Artemis Investment Management LLP Has $19.87 Million Stock Holdings in Kornit Digital Ltd. (NASDAQ:KRNT)

Artemis Investment Management LLP Has $19.87 Million Stock Holdings in Kornit Digital Ltd. (NASDAQ:KRNT)

Artemis Investment Management LLP grew its stake in shares of Kornit Digital Ltd. (NASDAQ:KRNT – Free Report) by 138.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for TL Private Wealth Increases Stake in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

TL Private Wealth Increases Stake in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

TL Private Wealth grew its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Joule Financial LLC Raises Stock Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Joule Financial LLC Raises Stock Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Joule Financial LLC raised its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 135.4% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 27,743 shares... More of this article »
Image for Ballast Inc. Buys 3,159 Shares of NIKE, Inc. (NYSE:NKE)

Ballast Inc. Buys 3,159 Shares of NIKE, Inc. (NYSE:NKE)

Ballast Inc. raised its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 22.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 17,255 shares of the footwear maker’s... More of this article »
Image for Guangzhou Automobile Group (OTCMKTS:GNZUF)  Shares Down 0.8%   – Should You Sell?

Guangzhou Automobile Group (OTCMKTS:GNZUF) Shares Down 0.8% – Should You Sell?

Guangzhou Automobile Group Co., Ltd. (OTCMKTS:GNZUF – Get Free Report)’s stock price traded down 0.8% during mid-day trading on Friday . The stock traded as low as $0.39 and last traded at $0.39. 786 shares changed hands... More of this article »
Image for Atlassian Co. (NASDAQ:TEAM) Receives $266.10 Average PT from Analysts

Atlassian Co. (NASDAQ:TEAM) Receives $266.10 Average PT from Analysts

Atlassian Co. (NASDAQ:TEAM – Get Free Report) has received an average rating of “Moderate Buy” from the twenty-four ratings firms that are presently covering the firm, MarketBeat Ratings reports. Eight analysts have... More of this article »
Image for Perkins Coie Trust Co Sells 371 Shares of SPDR S&P Biotech ETF (NYSEARCA:XBI)

Perkins Coie Trust Co Sells 371 Shares of SPDR S&P Biotech ETF (NYSEARCA:XBI)

Perkins Coie Trust Co decreased its holdings in shares of SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Romano Brothers AND Company Reduces Stake in United Parcel Service, Inc. (NYSE:UPS)

Romano Brothers AND Company Reduces Stake in United Parcel Service, Inc. (NYSE:UPS)

Romano Brothers AND Company lessened its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 0.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Trust Co. of Vermont Decreases Stock Position in Sysco Co. (NYSE:SYY)

Trust Co. of Vermont Decreases Stock Position in Sysco Co. (NYSE:SYY)

Trust Co. of Vermont decreased its stake in shares of Sysco Co. (NYSE:SYY – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Clarius Group LLC Has $731,000 Stock Holdings in Amphenol Co. (NYSE:APH)

Clarius Group LLC Has $731,000 Stock Holdings in Amphenol Co. (NYSE:APH)

Clarius Group LLC grew its stake in shares of Amphenol Co. (NYSE:APH – Free Report) by 12.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,519... More of this article »
Image for My Legacy Advisors LLC Cuts Stock Holdings in The Interpublic Group of Companies, Inc. (NYSE:IPG)

My Legacy Advisors LLC Cuts Stock Holdings in The Interpublic Group of Companies, Inc. (NYSE:IPG)

My Legacy Advisors LLC lessened its holdings in The Interpublic Group of Companies, Inc. (NYSE:IPG – Free Report) by 5.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Stillwater Critical Minerals (CVE:PGE) Shares Up 4%  – What’s Next?

Stillwater Critical Minerals (CVE:PGE) Shares Up 4% – What’s Next?

Stillwater Critical Minerals Corp. (CVE:PGE – Get Free Report) rose 4% during trading on Friday . The company traded as high as C$0.14 and last traded at C$0.13. Approximately 46,600 shares traded hands during trading, a decline... More of this article »
Image for Xtrackers Low Beta High Yield Bond ETF (NYSEARCA:HYDW) Shares Up 0.1%  – Time to Buy?

Xtrackers Low Beta High Yield Bond ETF (NYSEARCA:HYDW) Shares Up 0.1% – Time to Buy?

Xtrackers Low Beta High Yield Bond ETF (NYSEARCA:HYDW – Get Free Report) shares shot up 0.1% on Friday . The company traded as high as $46.51 and last traded at $46.48. 1,363 shares were traded during trading, a decline of 49%... More of this article »
Image for Invesco AAA CLO Floating Rate Note ETF (ICLO) to Issue Dividend of $0.12 on  January 24th

Invesco AAA CLO Floating Rate Note ETF (ICLO) to Issue Dividend of $0.12 on January 24th

Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO – Get Free Report) announced a dividend on Friday, January 17th,NASDAQ Dividends reports. Investors of record on Tuesday, January 21st will be given a dividend of 0.1169 per... More of this article »
Image for Artemis Investment Management LLP Acquires Shares of 263,093 Capital One Financial Co. (NYSE:COF)

Artemis Investment Management LLP Acquires Shares of 263,093 Capital One Financial Co. (NYSE:COF)

Artemis Investment Management LLP bought a new position in Capital One Financial Co. (NYSE:COF) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for J2 Capital Management Inc Buys New Stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

J2 Capital Management Inc Buys New Stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

J2 Capital Management Inc purchased a new position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – 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 Warpaint London (LON:W7L) Trading 0.4% Higher   – Here’s Why

Warpaint London (LON:W7L) Trading 0.4% Higher – Here’s Why

Warpaint London PLC (LON:W7L – Get Free Report)’s share price was up 0.4% on Friday . The stock traded as high as GBX 518 ($6.30) and last traded at GBX 516 ($6.28). Approximately 73,470 shares were traded during trading,... More of this article »
Image for Maplebear Inc. (NASDAQ:CART) Sees Significant Decline in Short Interest

Maplebear Inc. (NASDAQ:CART) Sees Significant Decline in Short Interest

Maplebear Inc. (NASDAQ:CART – Get Free Report) was the recipient of a large drop in short interest in the month of December. As of December 31st, there was short interest totalling 11,260,000 shares, a drop of 14.6% from the... More of this article »
Image for Kelly Financial Services LLC Invests $2.24 Million in iShares Gold Trust (NYSEARCA:IAU)

Kelly Financial Services LLC Invests $2.24 Million in iShares Gold Trust (NYSEARCA:IAU)

Kelly Financial Services LLC purchased a new stake in iShares Gold Trust (NYSEARCA:IAU – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for AbbVie Inc. (NYSE:ABBV) Stock Position Raised by Krilogy Financial LLC

AbbVie Inc. (NYSE:ABBV) Stock Position Raised by Krilogy Financial LLC

Krilogy Financial LLC increased its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Bristol-Myers Squibb (NYSE:BMY) Position Trimmed by Sanibel Captiva Trust Company Inc.

Bristol-Myers Squibb (NYSE:BMY) Position Trimmed by Sanibel Captiva Trust Company Inc.

Sanibel Captiva Trust Company Inc. cut its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 4.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 33,748 shares of the biopharmaceutical... More of this article »
Image for Krilogy Financial LLC Sells 24,823 Shares of Altria Group, Inc. (NYSE:MO)

Krilogy Financial LLC Sells 24,823 Shares of Altria Group, Inc. (NYSE:MO)

Krilogy Financial LLC cut its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 30.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 57,150 shares... More of this article »