Home » Author Archive
Beacon Investment Advisory Services Inc. Buys 1,532 Shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST)
Beacon Investment Advisory Services Inc. raised its position in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 1.5% during the fourth quarter, HoldingsChannel reports. The fund owned 105,430 shares... More of this article »
Amalgamated Financial (NASDAQ:AMAL) Posts Earnings Results, Beats Expectations By $0.03 EPS
Amalgamated Financial (NASDAQ:AMAL – Get Free Report) posted its quarterly earnings results on Thursday. The company reported $0.90 earnings per share for the quarter, topping the consensus estimate of $0.87 by $0.03, Zacks reports.... More of this article »
Bill Few Associates Inc. Raises Stock Position in Dominion Energy, Inc. (NYSE:D)
Bill Few Associates Inc. raised its position in Dominion Energy, Inc. (NYSE:D – Free Report) by 6.4% in the 4th quarter, Holdings Channel reports. The firm owned 60,489 shares of the utilities provider’s stock after buying... More of this article »
Parker-Hannifin Co. (NYSE:PH) Stake Cut by Inspire Investing LLC
Inspire Investing LLC cut its stake in Parker-Hannifin Co. (NYSE:PH – Free Report) by 1.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 11,790 shares of the industrial products company’s... More of this article »
Goldstein Advisors LLC Makes New Investment in Vanguard Russell 1000 Value (NASDAQ:VONV)
Goldstein Advisors LLC purchased a new stake in Vanguard Russell 1000 Value (NASDAQ:VONV – Free Report) during the fourth quarter, Holdings Channel reports. The fund purchased 3,253 shares of the company’s stock, valued... More of this article »
Goldstein Advisors LLC Increases Stake in MercadoLibre, Inc. (NASDAQ:MELI)
Goldstein Advisors LLC lifted its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 18.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 128 shares of the company’s... More of this article »
Southern (NYSE:SO) Rating Lowered to “Neutral” at Guggenheim
Southern (NYSE:SO – Get Free Report) was downgraded by research analysts at Guggenheim from a “buy” rating to a “neutral” rating in a research note issued to investors on Thursday,Finviz reports. Several... More of this article »
Teamwork Financial Advisors LLC Takes $997,000 Position in Micron Technology, Inc. (NASDAQ:MU)
Teamwork Financial Advisors LLC bought a new position in Micron Technology, Inc. (NASDAQ:MU – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Endeavor Private Wealth Inc. Buys Shares of 400 General Mills, Inc. (NYSE:GIS)
Endeavor Private Wealth Inc. purchased a new position in General Mills, Inc. (NYSE:GIS – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased... More of this article »
Baron Silver Stevens Financial Advisors LLC Takes Position in Stock Yards Bancorp, Inc. (NASDAQ:SYBT)
Baron Silver Stevens Financial Advisors LLC bought a new position in Stock Yards Bancorp, Inc. (NASDAQ:SYBT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought... More of this article »
FY2024 Earnings Forecast for ALNY Issued By Leerink Partnrs
Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY – Free Report) – Equities researchers at Leerink Partnrs lowered their FY2024 earnings per share estimates for Alnylam Pharmaceuticals in a research report issued on Tuesday,... More of this article »
Endeavor Private Wealth Inc. Takes Position in Avantis U.S. Equity ETF (NYSEARCA:AVUS)
Endeavor Private Wealth Inc. purchased a new position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) during the fourth quarter, HoldingsChannel reports. The firm purchased 68,981 shares of the company’s stock,... More of this article »
Crossmark Global Holdings Inc. Has $3.97 Million Stock Holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG)
Crossmark Global Holdings Inc. reduced its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 0.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 65,788 shares... More of this article »
Whalen Wealth Management Inc. Buys New Shares in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA)
Whalen Wealth Management Inc. purchased a new position in Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor purchased 123,740 shares... More of this article »
Endeavor Private Wealth Inc. Buys New Position in iShares Convertible Bond ETF (BATS:ICVT)
Endeavor Private Wealth Inc. purchased a new position in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund purchased 527 shares of the company’s... More of this article »
Berenberg Bank Reaffirms Buy Rating for Ashtead Group (LON:AHT)
Berenberg Bank reissued their buy rating on shares of Ashtead Group (LON:AHT – Free Report) in a report published on Wednesday morning,Digital Look reports. The firm currently has a GBX 7,000 ($86.18) price objective on the... More of this article »
Wendell David Associates Inc. Sells 2,200 Shares of CSX Co. (NASDAQ:CSX)
Wendell David Associates Inc. cut its stake in shares of CSX Co. (NASDAQ:CSX – Free Report) by 12.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 15,474 shares of... More of this article »
Perpetual Ltd Sells 7,599 Shares of NIKE, Inc. (NYSE:NKE)
Perpetual Ltd lessened its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 35.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Innovative Designs Elects New Board Members and Officers
Innovative Designs, Inc., a Delaware corporation with headquarters in Pittsburgh, Pennsylvania, recently disclosed changes to its Board of Directors and officer appointments in a Form 8-K filed with the Securities and Exchange Commission... More of this article »
Blackboxstocks Inc. Enters into Securities Purchase Agreement with Five Narrow Lane LP
Blackboxstocks Inc. (NASDAQ: BLBX) recently announced that on January 17, 2025, the company entered into a Securities Purchase Agreement with Five Narrow Lane LP. The agreement outlines the purchase of senior debentures by the Purchasers.... More of this article »
Segment Wealth Management LLC Trims Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)
Segment Wealth Management LLC decreased its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Kraft Asset Management LLC Has $1.93 Million Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Kraft Asset Management LLC lessened its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 1.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Baker Ellis Asset Management LLC Has $1.86 Million Stock Position in Vanguard Energy ETF (NYSEARCA:VDE)
Baker Ellis Asset Management LLC lifted its holdings in shares of Vanguard Energy ETF (NYSEARCA:VDE – Free Report) by 4.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 15,330 shares... More of this article »
Q4 EPS Estimates for LPL Financial Lifted by Zacks Research
LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) – Stock analysts at Zacks Research boosted their Q4 2024 earnings per share estimates for LPL Financial in a note issued to investors on Tuesday, January 21st.... More of this article »
Leerink Partnrs Issues Pessimistic Outlook for BBIO Earnings
BridgeBio Pharma, Inc. (NASDAQ:BBIO – Free Report) – Equities research analysts at Leerink Partnrs dropped their Q4 2024 earnings per share estimates for BridgeBio Pharma in a research report issued on Tuesday, January... More of this article »
Independent Wealth Network Inc. Sells 5,931 Shares of FS KKR Capital Corp. (NYSE:FSK)
Independent Wealth Network Inc. lessened its stake in FS KKR Capital Corp. (NYSE:FSK – Free Report) by 19.4% in the fourth quarter, HoldingsChannel reports. The fund owned 24,628 shares of the company’s stock after selling... More of this article »
Prudential Financial, Inc. (NYSE:PRU) Shares Acquired by Magnus Financial Group LLC
Magnus Financial Group LLC increased its holdings in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 12.4% in the fourth quarter, Holdings Channel reports. The firm owned 2,210 shares of the financial services... More of this article »
True North Advisors LLC Buys New Position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR)
True North Advisors LLC purchased a new position in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
Bartlett & CO. Wealth Management LLC Cuts Holdings in Laboratory Co. of America Holdings (NYSE:LH)
Bartlett & CO. Wealth Management LLC decreased its stake in Laboratory Co. of America Holdings (NYSE:LH – Free Report) by 0.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 211,184... More of this article »
True North Advisors LLC Has $384,000 Stock Position in American Express (NYSE:AXP)
True North Advisors LLC increased its stake in American Express (NYSE:AXP) by 12.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,293 shares of the payment services company’s stock after purchasing... More of this article »
TE Connectivity (NYSE:TEL) Updates Q2 2025 Earnings Guidance
TE Connectivity (NYSE:TEL – Get Free Report) issued an update on its second quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 1.960-1.960 for the period, compared to... More of this article »
iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Acquired by Independent Wealth Network Inc.
Independent Wealth Network Inc. raised its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
First PREMIER Bank Trims Position in Hartford Multifactor Developed Markets (ex-US) ETF (NYSEARCA:RODM)
First PREMIER Bank lessened its holdings in shares of Hartford Multifactor Developed Markets (ex-US) ETF (NYSEARCA:RODM – Free Report) by 6.8% in the 4th quarter, HoldingsChannel reports. The firm owned 15,000 shares of the... More of this article »
iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY) Stock Position Trimmed by Olistico Wealth LLC
Olistico Wealth LLC lowered its stake in iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY – Free Report) by 19.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,364 shares of the company’s... More of this article »
iShares Russell Mid-Cap ETF (NYSEARCA:IWR) Shares Sold by SMI Advisory Services LLC
SMI Advisory Services LLC reduced its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Janney Montgomery Scott LLC Purchases New Stake in iShares Core MSCI EAFE ETF (BATS:IEFA)
Janney Montgomery Scott LLC purchased a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the fourth quarter, HoldingsChannel reports. The firm purchased 1,230,491 shares of the company’s stock,... More of this article »
QNB (OTCMKTS:QNBC) Releases Earnings Results
QNB (OTCMKTS:QNBC – Get Free Report) released its quarterly earnings results on Tuesday. The financial services provider reported $0.83 EPS for the quarter, Zacks reports. QNB had a return on equity of 11.61% and a net margin... More of this article »
Booking Holdings Inc. (NASDAQ:BKNG) Position Trimmed by Rothschild & Co Wealth Management UK Ltd
Rothschild & Co Wealth Management UK Ltd cut its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 11.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 135,837 shares of the business... More of this article »
The Travelers Companies, Inc. (NYSE:TRV) Shares Sold by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC cut its position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Capital One Financial (NYSE:COF) Given New $220.00 Price Target at Barclays
Capital One Financial (NYSE:COF) had its price objective hoisted by Barclays from $219.00 to $220.00 in a report issued on Wednesday morning,Benzinga reports. They currently have an overweight rating on the financial services provider’s... More of this article »
Evercore ISI Boosts Netflix (NASDAQ:NFLX) Price Target to $1,100.00
Netflix (NASDAQ:NFLX – Free Report) had its target price raised by Evercore ISI from $950.00 to $1,100.00 in a report released on Wednesday morning,Benzinga reports. They currently have an outperform rating on the Internet television... More of this article »
OFS Credit Company, Inc. (NASDAQ:OCCI) Declares Monthly Dividend of $0.12
OFS Credit Company, Inc. (NASDAQ:OCCI – Get Free Report) declared a monthly dividend on Tuesday, January 21st,Wall Street Journal reports. Stockholders of record on Friday, April 18th will be paid a dividend of 0.115 per share... More of this article »
Azincourt Energy (CVE:AAZ) Stock Price Down 33.3% – What’s Next?
Azincourt Energy Corp. (CVE:AAZ – Get Free Report) shares fell 33.3% during mid-day trading on Thursday . The stock traded as low as C$0.01 and last traded at C$0.01. 180,927 shares were traded during trading, a decline of 24%... More of this article »
First Trust Mortgage Income Fund (NYSE:FMY) Declares Monthly Dividend of $0.08
First Trust Mortgage Income Fund (NYSE:FMY – Get Free Report) declared a monthly dividend on Tuesday, January 21st,Wall Street Journal reports. Shareholders of record on Monday, February 3rd will be paid a dividend of 0.075 per... More of this article »
Braun Bostich & Associates Inc. Decreases Stake in Walmart Inc. (NYSE:WMT)
Braun Bostich & Associates Inc. decreased its position in Walmart Inc. (NYSE:WMT – Free Report) by 4.3% during the fourth quarter, Holdings Channel reports. The fund owned 8,709 shares of the retailer’s stock after... More of this article »
Perpetual Ltd Boosts Stake in Devon Energy Co. (NYSE:DVN)
Perpetual Ltd lifted its stake in Devon Energy Co. (NYSE:DVN – Free Report) by 165.2% in the 4th quarter, Holdings Channel reports. The firm owned 16,268 shares of the energy company’s stock after purchasing an additional... More of this article »
Albion Financial Group UT Makes New $124,000 Investment in Verisk Analytics, Inc. (NASDAQ:VRSK)
Albion Financial Group UT acquired a new stake in shares of Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
ONEOK, Inc. (NYSE:OKE) Shares Purchased by Olistico Wealth LLC
Olistico Wealth LLC increased its position in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 1.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 41,672 shares of the utilities provider’s... More of this article »