Home » Author Archive

Image for Albert D Mason Inc. Has $1.18 Million Holdings in ServiceNow, Inc. (NYSE:NOW)

Albert D Mason Inc. Has $1.18 Million Holdings in ServiceNow, Inc. (NYSE:NOW)

Albert D Mason Inc. grew its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 1.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,117 shares of the information technology services provider’s... More of this article »
Image for DB Fitzpatrick & Co Inc Has $1.24 Million Holdings in Aflac Incorporated (NYSE:AFL)

DB Fitzpatrick & Co Inc Has $1.24 Million Holdings in Aflac Incorporated (NYSE:AFL)

DB Fitzpatrick & Co Inc cut its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 7.7% in the 4th quarter, HoldingsChannel reports. The fund owned 12,014 shares of the financial services provider’s... More of this article »
Image for CGN Advisors LLC Sells 148 Shares of BlackRock, Inc. (NYSE:BLK)

CGN Advisors LLC Sells 148 Shares of BlackRock, Inc. (NYSE:BLK)

CGN Advisors LLC decreased its stake in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 4.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,442 shares of the asset... More of this article »
Image for Uxin (NASDAQ:UXIN) Shares Gap Up   – Time to Buy?

Uxin (NASDAQ:UXIN) Shares Gap Up – Time to Buy?

Uxin Limited (NASDAQ:UXIN – Get Free Report) shares gapped up prior to trading on Thursday . The stock had previously closed at $4.35, but opened at $4.51. Uxin shares last traded at $4.51, with a volume of 2,150 shares. Uxin... More of this article »
Image for Alhambra Investment Management LLC Has $337,000 Stake in Capital One Financial Co. (NYSE:COF)

Alhambra Investment Management LLC Has $337,000 Stake in Capital One Financial Co. (NYSE:COF)

Alhambra Investment Management LLC reduced its holdings in shares of Capital One Financial Co. (NYSE:COF) by 8.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,889 shares of the financial services provider’s... More of this article »
Image for Certified Advisory Corp Sells 1,158 Shares of Chevron Co. (NYSE:CVX)

Certified Advisory Corp Sells 1,158 Shares of Chevron Co. (NYSE:CVX)

Certified Advisory Corp lessened its holdings in Chevron Co. (NYSE:CVX – Free Report) by 6.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 15,854... More of this article »
Image for F5 (NASDAQ:FFIV) Reaches New 12-Month High  – Time to Buy?

F5 (NASDAQ:FFIV) Reaches New 12-Month High – Time to Buy?

F5, Inc. (NASDAQ:FFIV – Get Free Report)’s stock price reached a new 52-week high during mid-day trading on Thursday . The company traded as high as $264.73 and last traded at $263.81, with a volume of 20914 shares changing... More of this article »
Image for Canoe Financial LP Has $127.33 Million Stake in Analog Devices, Inc. (NASDAQ:ADI)

Canoe Financial LP Has $127.33 Million Stake in Analog Devices, Inc. (NASDAQ:ADI)

Canoe Financial LP cut its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 1.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for CompuGroup Medical SE & Co. KGaA (OTCMKTS:CMPVF) Sees Significant Growth in Short Interest

CompuGroup Medical SE & Co. KGaA (OTCMKTS:CMPVF) Sees Significant Growth in Short Interest

CompuGroup Medical SE & Co. KGaA (OTCMKTS:CMPVF – Get Free Report) was the target of a significant increase in short interest in December. As of December 31st, there was short interest totalling 160,000 shares, an increase... More of this article »
Image for Crombie Real Estate Investment Trust (OTCMKTS:CROMF) Short Interest Up 23.9% in December

Crombie Real Estate Investment Trust (OTCMKTS:CROMF) Short Interest Up 23.9% in December

Crombie Real Estate Investment Trust (OTCMKTS:CROMF – Get Free Report) saw a large increase in short interest during the month of December. As of December 31st, there was short interest totalling 497,900 shares, an increase... More of this article »
Image for Critical Survey: Erickson (OTCMKTS:EACIQ) versus Textron (NYSE:TXT)

Critical Survey: Erickson (OTCMKTS:EACIQ) versus Textron (NYSE:TXT)

Textron (NYSE:TXT – Get Free Report) and Erickson (OTCMKTS:EACIQ – Get Free Report) are both aerospace companies, but which is the better investment? We will contrast the two businesses based on the strength of their earnings,... More of this article »
Image for Boston Common Asset Management LLC Decreases Holdings in Costco Wholesale Co. (NASDAQ:COST)

Boston Common Asset Management LLC Decreases Holdings in Costco Wholesale Co. (NASDAQ:COST)

Boston Common Asset Management LLC trimmed its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 6.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 14,418 shares... More of this article »
Image for Monument Group Wealth Advisors LLC Has $5.71 Million Stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

Monument Group Wealth Advisors LLC Has $5.71 Million Stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)

Monument Group Wealth Advisors LLC trimmed its stake in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 16.4% during the 4th quarter, Holdings Channel.com reports. The fund owned 224,871... More of this article »
Image for iShares Russell 1000 ETF (NYSEARCA:IWB) Shares Sold by Sanibel Captiva Trust Company Inc.

iShares Russell 1000 ETF (NYSEARCA:IWB) Shares Sold by Sanibel Captiva Trust Company Inc.

Sanibel Captiva Trust Company Inc. trimmed its position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 0.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 15,250 shares of the company’s... More of this article »
Image for CGN Advisors LLC Grows Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

CGN Advisors LLC Grows Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

CGN Advisors LLC grew its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 8.1% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 119,705 shares of the company’s stock... More of this article »
Image for Lake Street Private Wealth LLC Has $587,000 Stake in The Williams Companies, Inc. (NYSE:WMB)

Lake Street Private Wealth LLC Has $587,000 Stake in The Williams Companies, Inc. (NYSE:WMB)

Lake Street Private Wealth LLC boosted its stake in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 8.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG) Shares Sold by BTS Asset Management Inc.

iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG) Shares Sold by BTS Asset Management Inc.

BTS Asset Management Inc. lowered its position in iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG – Free Report) by 4.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 13,837... More of this article »
Image for The Coca-Cola Company (NYSE:KO) Shares Sold by Cohen Klingenstein LLC

The Coca-Cola Company (NYSE:KO) Shares Sold by Cohen Klingenstein LLC

Cohen Klingenstein LLC lessened its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 48.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 52,000 shares of the company’s stock... More of this article »
Image for Syra Health Corp. Executive Chairman and President Passes AwaySyra Health Corp. (NASDAQ: SYRA) recently faced a significant loss with the passing of its Executive Chairman and President, Sandeep Allam. The notification of Allam’s death was received b

Syra Health Corp. Executive Chairman and President Passes AwaySyra Health Corp. (NASDAQ: SYRA) recently faced a significant loss with the passing of its Executive Chairman and President, Sandeep Allam. The notification of Allam’s death was received b

This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Syra Health’s 8K filing here. Syra Health Company Profile (Get Free Report) Syra... More of this article »
Image for Shelton Wealth Management LLC Trims Stock Holdings in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Shelton Wealth Management LLC Trims Stock Holdings in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Shelton Wealth Management LLC cut its stake in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF – Free Report) by 24.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,120 shares of the company’s stock... More of this article »
Image for RBB Bancorp (NASDAQ:RBB) Announces Quarterly Dividend and Provides Update on Wildfire Impact

RBB Bancorp (NASDAQ:RBB) Announces Quarterly Dividend and Provides Update on Wildfire Impact

On January 16, 2025, RBB Bancorp declared a cash dividend of $0.16 per common share. The dividend is set to be payable on February 12, 2025, to shareholders of record as of January 31, 2025. Alongside this dividend announcement, the... More of this article »
Image for Trust Co. of Vermont Sells 2,496 Shares of Ecolab Inc. (NYSE:ECL)

Trust Co. of Vermont Sells 2,496 Shares of Ecolab Inc. (NYSE:ECL)

Trust Co. of Vermont decreased its position in Ecolab Inc. (NYSE:ECL – Free Report) by 3.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for KMG Fiduciary Partners LLC Sells 685 Shares of AT&T Inc. (NYSE:T)

KMG Fiduciary Partners LLC Sells 685 Shares of AT&T Inc. (NYSE:T)

KMG Fiduciary Partners LLC reduced its position in AT&T Inc. (NYSE:T – Free Report) by 5.9% in the 4th quarter, Holdings Channel reports. The firm owned 10,964 shares of the technology company’s stock after selling... More of this article »
Image for Voestalpine (OTCMKTS:VLPNY) Sets New 1-Year Low  – What’s Next?

Voestalpine (OTCMKTS:VLPNY) Sets New 1-Year Low – What’s Next?

Voestalpine AG (OTCMKTS:VLPNY – Get Free Report) shares reached a new 52-week low during mid-day trading on Thursday . The stock traded as low as $3.34 and last traded at $3.55, with a volume of 1095 shares. The stock had previously... More of this article »
Image for Howard Financial Services LTD. Boosts Stock Holdings in Norfolk Southern Co. (NYSE:NSC)

Howard Financial Services LTD. Boosts Stock Holdings in Norfolk Southern Co. (NYSE:NSC)

Howard Financial Services LTD. raised its position in Norfolk Southern Co. (NYSE:NSC – Free Report) by 4.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Acquired by FARMERS & MERCHANTS TRUST Co OF LONG BEACH

iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Acquired by FARMERS & MERCHANTS TRUST Co OF LONG BEACH

FARMERS & MERCHANTS TRUST Co OF LONG BEACH lifted its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 0.9% in the fourth quarter, Holdings Channel reports. The firm owned 22,177 shares of... More of this article »
Image for B & T Capital Management DBA Alpha Capital Management Increases Stake in Snowflake Inc. (NYSE:SNOW)

B & T Capital Management DBA Alpha Capital Management Increases Stake in Snowflake Inc. (NYSE:SNOW)

B & T Capital Management DBA Alpha Capital Management increased its position in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 2.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 37,255 shares... More of this article »
Image for Harbor Group Inc. Has $15.33 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Harbor Group Inc. Has $15.33 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Harbor Group Inc. raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Sanibel Captiva Trust Company Inc. Trims Holdings in Brookfield Infrastructure Partners L.P. (NYSE:BIP)

Sanibel Captiva Trust Company Inc. Trims Holdings in Brookfield Infrastructure Partners L.P. (NYSE:BIP)

Sanibel Captiva Trust Company Inc. lowered its holdings in Brookfield Infrastructure Partners L.P. (NYSE:BIP – Free Report) (TSE:BIP.UN) by 0.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned... More of this article »
Image for Folger Nolan Fleming Douglas Capital Management Inc. Purchases 200 Shares of Phillips 66 (NYSE:PSX)

Folger Nolan Fleming Douglas Capital Management Inc. Purchases 200 Shares of Phillips 66 (NYSE:PSX)

Folger Nolan Fleming Douglas Capital Management Inc. grew its holdings in Phillips 66 (NYSE:PSX – Free Report) by 8.6% during the 4th quarter, Holdings Channel reports. The firm owned 2,525 shares of the oil and gas company’s... More of this article »
Image for Somerset Trust Co Buys 503 Shares of Morgan Stanley (NYSE:MS)

Somerset Trust Co Buys 503 Shares of Morgan Stanley (NYSE:MS)

Somerset Trust Co lifted its position in Morgan Stanley (NYSE:MS – Free Report) by 3.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 15,422 shares of the financial services provider’s... More of this article »
Image for Alhambra Investment Management LLC Has $260,000 Stock Position in Unilever PLC (NYSE:UL)

Alhambra Investment Management LLC Has $260,000 Stock Position in Unilever PLC (NYSE:UL)

Alhambra Investment Management LLC increased its stake in Unilever PLC (NYSE:UL – Free Report) by 4.2% 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 »
Image for Constitution Capital LLC Trims Holdings in The Procter & Gamble Company (NYSE:PG)

Constitution Capital LLC Trims Holdings in The Procter & Gamble Company (NYSE:PG)

Constitution Capital LLC cut its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Consolidated Lithium Metals (CVE:CLM) Trading Down 33.3%  – Should You Sell?

Consolidated Lithium Metals (CVE:CLM) Trading Down 33.3% – Should You Sell?

Consolidated Lithium Metals Inc. (CVE:CLM – Get Free Report)’s stock price dropped 33.3% on Saturday . The company traded as low as C$0.01 and last traded at C$0.01. Approximately 452,700 shares changed hands during trading,... More of this article »
Image for FARMERS & MERCHANTS TRUST Co OF LONG BEACH Sells 177 Shares of Danaher Co. (NYSE:DHR)

FARMERS & MERCHANTS TRUST Co OF LONG BEACH Sells 177 Shares of Danaher Co. (NYSE:DHR)

FARMERS & MERCHANTS TRUST Co OF LONG BEACH lessened its holdings in Danaher Co. (NYSE:DHR – Free Report) by 1.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Amgen Inc. (NASDAQ:AMGN) Shares Sold by Brooklyn Investment Group

Amgen Inc. (NASDAQ:AMGN) Shares Sold by Brooklyn Investment Group

Brooklyn Investment Group decreased its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 5.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for InTrack Investment Management Inc Cuts Stock Holdings in Schlumberger Limited (NYSE:SLB)

InTrack Investment Management Inc Cuts Stock Holdings in Schlumberger Limited (NYSE:SLB)

InTrack Investment Management Inc lowered its position in Schlumberger Limited (NYSE:SLB – Free Report) by 8.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Canoe Financial LP Buys 52,753 Shares of AutoZone, Inc. (NYSE:AZO)

Canoe Financial LP Buys 52,753 Shares of AutoZone, Inc. (NYSE:AZO)

Canoe Financial LP boosted its stake in AutoZone, Inc. (NYSE:AZO – Free Report) by 542.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 62,471... More of this article »
Image for 74 Shares in Parker-Hannifin Co. (NYSE:PH) Acquired by Retirement Wealth Solutions LLC

74 Shares in Parker-Hannifin Co. (NYSE:PH) Acquired by Retirement Wealth Solutions LLC

Retirement Wealth Solutions LLC bought a new stake in Parker-Hannifin Co. (NYSE:PH – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm bought 74 shares of the industrial products company’s stock,... More of this article »
Image for TBC Bank Group (LON:TBCG) Shares Pass Below 50-Day Moving Average   – Here’s What Happened

TBC Bank Group (LON:TBCG) Shares Pass Below 50-Day Moving Average – Here’s What Happened

Shares of TBC Bank Group PLC (LON:TBCG – Get Free Report) crossed below its 50-day moving average during trading on Friday . The stock has a 50-day moving average of GBX 3,112.92 ($37.87) and traded as low as GBX 3,040 ($36.99).... More of this article »
Image for Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH) Shares Acquired by TrueWealth Advisors LLC

Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH) Shares Acquired by TrueWealth Advisors LLC

TrueWealth Advisors LLC lifted its position in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 1.7% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned... More of this article »
Image for TrueWealth Advisors LLC Raises Stock Holdings in iShares U.S. Aerospace & Defense ETF (BATS:ITA)

TrueWealth Advisors LLC Raises Stock Holdings in iShares U.S. Aerospace & Defense ETF (BATS:ITA)

TrueWealth Advisors LLC lifted its holdings in iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 94.2% in the fourth quarter, HoldingsChannel reports. The firm owned 2,668 shares of the company’s stock... More of this article »
Image for Oxford Square Capital Corp. (NASDAQ:OXSQ) Plans Dividend of $0.04

Oxford Square Capital Corp. (NASDAQ:OXSQ) Plans Dividend of $0.04

Oxford Square Capital Corp. (NASDAQ:OXSQ – Get Free Report) declared a dividend on Friday, January 17th,investing.com reports. Investors of record on Monday, January 20th will be given a dividend of 0.035 per share on Friday,... More of this article »
Image for Retirement Wealth Solutions LLC Acquires New Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Retirement Wealth Solutions LLC Acquires New Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Retirement Wealth Solutions LLC bought a new stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Trivant Custom Portfolio Group LLC Has $1.55 Million Stock Holdings in AutoZone, Inc. (NYSE:AZO)

Trivant Custom Portfolio Group LLC Has $1.55 Million Stock Holdings in AutoZone, Inc. (NYSE:AZO)

Trivant Custom Portfolio Group LLC raised its stake in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 1.0% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 485 shares of the company’s... More of this article »
Image for First Merchants Co. (FRMEP) To Go Ex-Dividend on January 31st

First Merchants Co. (FRMEP) To Go Ex-Dividend on January 31st

First Merchants Co. (NASDAQ:FRMEP – Get Free Report) announced a quarterly dividend on Thursday, January 16th,Wall Street Journal reports. Stockholders of record on Friday, January 31st will be paid a dividend of 0.4688 per share... More of this article »
Image for Somerset Trust Co Grows Stake in RTX Co. (NYSE:RTX)

Somerset Trust Co Grows Stake in RTX Co. (NYSE:RTX)

Somerset Trust Co boosted its position in shares of RTX Co. (NYSE:RTX – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 36,024 shares of the... More of this article »
Image for Regional REIT (LON:RGL) Stock Price Crosses Above 50-Day Moving Average   – Should You Sell?

Regional REIT (LON:RGL) Stock Price Crosses Above 50-Day Moving Average – Should You Sell?

Regional REIT Limited (LON:RGL – Get Free Report)’s share price passed above its fifty day moving average during trading on Friday . The stock has a fifty day moving average of GBX 120.42 ($1.47) and traded as high as GBX... More of this article »
Image for Merit Financial Group LLC Increases Stock Position in Eaton Co. plc (NYSE:ETN)

Merit Financial Group LLC Increases Stock Position in Eaton Co. plc (NYSE:ETN)

Merit Financial Group LLC raised its stake in Eaton Co. plc (NYSE:ETN – Free Report) by 20.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 29,858 shares of the industrial products company’s stock... More of this article »
Image for General Electric (NYSE:GE) Stake Boosted by Everpar Advisors LLC

General Electric (NYSE:GE) Stake Boosted by Everpar Advisors LLC

Everpar Advisors LLC raised its position in shares of General Electric (NYSE:GE – Free Report) by 12.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »