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CGN Advisors LLC Sells 3,357 Shares of Broadcom Inc. (NASDAQ:AVGO)
CGN Advisors LLC lessened its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 10.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
M.E. Allison & CO. Inc. Makes New $247,000 Investment in PPG Industries, Inc. (NYSE:PPG)
M.E. Allison & CO. Inc. acquired a new position in shares of PPG Industries, Inc. (NYSE:PPG – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired... More of this article »
YPF Sociedad Anónima (NYSE:YPF) Shares Purchased by Systrade AG
Systrade AG raised its position in YPF Sociedad Anónima (NYSE:YPF – Free Report) by 80.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 45,000 shares of the oil and gas exploration company’s... More of this article »
Ironwood Financial llc Sells 3,127 Shares of SPDR S&P Fossil Fuel Reserves Free ETF (NYSEARCA:SPYX)
Ironwood Financial llc lowered its position in shares of SPDR S&P Fossil Fuel Reserves Free ETF (NYSEARCA:SPYX – Free Report) by 33.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Ironwood Financial llc Has $136,000 Stock Position in Permian Basin Royalty Trust (NYSE:PBT)
Ironwood Financial llc lowered its position in shares of Permian Basin Royalty Trust (NYSE:PBT – Free Report) by 33.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Thrive Wealth Management LLC Increases Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)
Thrive Wealth Management LLC lifted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 205.7% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Financial Freedom LLC Sells 1,433 Shares of iShares Cybersecurity and Tech ETF (NYSEARCA:IHAK)
Financial Freedom LLC lessened its stake in shares of iShares Cybersecurity and Tech ETF (NYSEARCA:IHAK – Free Report) by 46.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) Shares Acquired by Financial Freedom LLC
Financial Freedom LLC increased its position in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 4.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Mechanics Bank Trust Department Has $5.17 Million Stock Holdings in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)
Mechanics Bank Trust Department lifted its position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 9.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Oracle Co. (NYSE:ORCL) Shares Sold by Diversify Advisory Services LLC
Diversify Advisory Services LLC trimmed its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 38.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
HB Wealth Management LLC Buys 271 Shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY)
HB Wealth Management LLC increased its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 14.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Cherrydale Wealth Management LLC Has $326,000 Stock Holdings in The Procter & Gamble Company (NYSE:PG)
Cherrydale Wealth Management LLC grew its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Astoria Portfolio Advisors LLC. Boosts Stake in Broadcom Inc. (NASDAQ:AVGO)
Astoria Portfolio Advisors LLC. boosted its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 9.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 6,576 shares of the semiconductor manufacturer’s... More of this article »
Kera Capital Partners Inc. Acquires Shares of 934 Packaging Co. of America (NYSE:PKG)
Kera Capital Partners Inc. bought a new position in Packaging Co. of America (NYSE:PKG – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Bought by LVW Advisors LLC
LVW Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 298.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Evanson Asset Management LLC Increases Stock Holdings in Dimensional International Core Equity 2 ETF (BATS:DFIC)
Evanson Asset Management LLC grew its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 6.7% in the 4th quarter, according to its most recent 13F filing with the Securities &... More of this article »
Evanson Asset Management LLC Has $65.59 Million Position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)
Evanson Asset Management LLC boosted its holdings in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 0.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Evanson Asset Management LLC Has $772,000 Stock Holdings in Workday, Inc. (NASDAQ:WDAY)
Evanson Asset Management LLC lifted its position in Workday, Inc. (NASDAQ:WDAY – Free Report) by 45.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
City Holding Co. Sells 479 Shares of MSCI Inc. (NYSE:MSCI)
City Holding Co. reduced its holdings in MSCI Inc. (NYSE:MSCI – Free Report) by 14.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,799 shares of the technology... More of this article »
Mustang Bio Announces 1-for-50 Reverse Stock Split
Mustang Bio, Inc. made a significant disclosure on January 14, 2025, announcing the implementation of a 1-for-50 reverse stock split of its issued and outstanding common stock. The company, a clinical-stage biopharmaceutical organization... More of this article »
Hall Laurie J Trustee Purchases 1,738 Shares of Veralto Co. (NYSE:VLTO)
Hall Laurie J Trustee lifted its holdings in Veralto Co. (NYSE:VLTO – Free Report) by 10.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Aaron Wealth Advisors LLC Boosts Stake in Republic Services, Inc. (NYSE:RSG)
Aaron Wealth Advisors LLC raised its position in Republic Services, Inc. (NYSE:RSG – Free Report) by 47.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER) Stock Position Lifted by Ellsworth Advisors LLC
Ellsworth Advisors LLC lifted its position in shares of Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER – Free Report) by 2.2% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) Position Lessened by RiverTree Advisors LLC
RiverTree Advisors LLC lessened its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Visa Inc. (NYSE:V) Stock Holdings Decreased by Triangle Securities Wealth Management
Triangle Securities Wealth Management lessened its stake in Visa Inc. (NYSE:V – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Short Interest in Bitfarms Ltd. (NASDAQ:BITF) Increases By 11.5%
Bitfarms Ltd. (NASDAQ:BITF – Get Free Report) was the recipient of a large increase in short interest in the month of December. As of December 31st, there was short interest totalling 59,480,000 shares, an increase of 11.5%... More of this article »
Annex Advisory Services LLC Makes New $143.69 Million Investment in Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT)
Annex Advisory Services LLC acquired a new stake in Vanguard Long-Term Treasury Index ETF (NASDAQ:VGLT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Evanson Asset Management LLC Grows Stock Position in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)
Evanson Asset Management LLC boosted its stake in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent filing with the... More of this article »
Bayshore Asset Management LLC Raises Holdings in Dimensional International Small Cap Value ETF (BATS:DISV)
Bayshore Asset Management LLC increased its stake in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Canadian Western Bank (OTCMKTS:CBWBF) Sees Large Increase in Short Interest
Canadian Western Bank (OTCMKTS:CBWBF – Get Free Report) was the target of a significant increase in short interest during the month of December. As of December 31st, there was short interest totalling 1,839,500 shares, an increase... More of this article »
Insider Selling: Cavco Industries, Inc. (NASDAQ:CVCO) Director Sells $353,775.00 in Stock
Cavco Industries, Inc. (NASDAQ:CVCO – Get Free Report) Director Susan L. Blount sold 750 shares of the stock in a transaction dated Wednesday, January 15th. The stock was sold at an average price of $471.70, for a total transaction... More of this article »
Crown Castle Inc. (NYSE:CCI) Shares Sold by Premier Path Wealth Partners LLC
Premier Path Wealth Partners LLC lowered its stake in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 17.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 2,869 shares of... More of this article »
Kaydan Wealth Management Inc. Buys 11,653 Shares of Columbia Diversified Fixed Income Allocation ETF (NYSEARCA:DIAL)
Kaydan Wealth Management Inc. boosted its position in shares of Columbia Diversified Fixed Income Allocation ETF (NYSEARCA:DIAL – Free Report) by 52.6% during the 4th quarter, according to its most recent Form 13F filing with... More of this article »
The Cigna Group (NYSE:CI) Shares Bought by Grove Bank & Trust
Grove Bank & Trust raised its position in shares of The Cigna Group (NYSE:CI – Free Report) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
The Kraft Heinz Company (NASDAQ:KHC) Shares Sold by Brooklyn Investment Group
Brooklyn Investment Group trimmed its stake in shares of The Kraft Heinz Company (NASDAQ:KHC – Free Report) by 45.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
InTrack Investment Management Inc Trims Stock Position in Tesla, Inc. (NASDAQ:TSLA)
InTrack Investment Management Inc cut its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 64.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
HB Wealth Management LLC Purchases 645 Shares of KLA Co. (NASDAQ:KLAC)
HB Wealth Management LLC increased its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 15.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
HB Wealth Management LLC Acquires 3,996 Shares of Johnson Controls International plc (NYSE:JCI)
HB Wealth Management LLC boosted its holdings in shares of Johnson Controls International plc (NYSE:JCI – Free Report) by 17.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Lam Research Co. (NASDAQ:LRCX) Shares Acquired by Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC boosted its holdings in shares of Lam Research Co. (NASDAQ:LRCX – Free Report) by 836.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
The Kroger Co. (NYSE:KR) Shares Acquired by Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC boosted its position in The Kroger Co. (NYSE:KR – Free Report) by 13.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
447 Shares in EMCOR Group, Inc. (NYSE:EME) Purchased by Moss Adams Wealth Advisors LLC
Moss Adams Wealth Advisors LLC bought a new stake in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Smith Salley Wealth Management Sells 2,136 Shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)
Smith Salley Wealth Management lessened its position in shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) by 9.6% during the fourth quarter, according to its most recent filing with the Securities... More of this article »
GoDaddy Inc. (NYSE:GDDY) CFO Sells $96,619.20 in Stock
GoDaddy Inc. (NYSE:GDDY – Get Free Report) CFO Mark Mccaffrey sold 480 shares of the company’s stock in a transaction dated Monday, January 6th. The stock was sold at an average price of $201.29, for a total transaction... More of this article »
Ameritas Advisory Services LLC Purchases 2,931 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Ameritas Advisory Services LLC increased its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 13.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Smith Douglas Homes Corp. (NYSE:SDHC) Given Average Rating of “Hold” by Brokerages
Smith Douglas Homes Corp. (NYSE:SDHC – Get Free Report) has been given an average recommendation of “Hold” by the six research firms that are presently covering the stock, MarketBeat reports. Six research analysts... More of this article »
1,210 Shares in Alphabet Inc. (NASDAQ:GOOG) Purchased by Atwater Malick LLC
Atwater Malick LLC acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Trust Co. of Vermont Has $102,000 Stock Holdings in Schwab U.S. TIPS ETF (NYSEARCA:SCHP)
Trust Co. of Vermont lifted its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 100.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
PrimeEnergy Resources Co. (NASDAQ:PNRG) Major Shareholder Sells $496,934.33 in Stock
PrimeEnergy Resources Co. (NASDAQ:PNRG – Get Free Report) major shareholder Rothschild Robert De sold 2,311 shares of PrimeEnergy Resources stock in a transaction that occurred on Wednesday, January 15th. The stock was sold at... More of this article »