The Latest Headlines at The Cerbat Gem
iShares Core S&P 500 ETF (NYSEARCA:IVV) Position Lifted by Roth Financial Partners LLC
Roth Financial Partners LLC increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Lowe’s Companies, Inc. (NYSE:LOW) Shares Sold by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. lessened its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 9,672 shares of... More of this article »
Resonant Capital Advisors LLC Lowers Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)
Resonant Capital Advisors LLC lessened its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 2.8% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 31,659... More of this article »
Institute for Wealth Management LLC. Acquires 3,771 Shares of The Walt Disney Company (NYSE:DIS)
Institute for Wealth Management LLC. raised its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 8.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 46,419... More of this article »
Schear Investment Advisers LLC Has $327,000 Stake in Tesla, Inc. (NASDAQ:TSLA)
Schear Investment Advisers LLC decreased its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 12.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Texas Instruments Incorporated (NASDAQ:TXN) Position Boosted by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. lifted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Broadcom (NASDAQ:AVGO) Shares Down 1.5%
Shares of Broadcom Inc. (NASDAQ:AVGO – Get Free Report) dropped 1.5% during mid-day trading on Friday . The company traded as low as $1,234.00 and last traded at $1,240.45. Approximately 568,256 shares changed hands during trading,... More of this article »
Beaumont Financial Advisors LLC Purchases 545 Shares of Broadcom Inc. (NASDAQ:AVGO)
Beaumont Financial Advisors LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 18.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Resonant Capital Advisors LLC Reduces Stake in The PNC Financial Services Group, Inc. (NYSE:PNC)
Resonant Capital Advisors LLC cut its holdings in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 11.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Zhang Financial LLC Buys 19,765 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Zhang Financial LLC lifted its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 10.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Knights of Columbus Asset Advisors LLC Acquires 1,607 Shares of Meta Platforms, Inc. (NASDAQ:META)
Knights of Columbus Asset Advisors LLC boosted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 60,815 shares of... More of this article »
John G Ullman & Associates Inc. Buys 36,900 Shares of Generac Holdings Inc. (NYSE:GNRC)
John G Ullman & Associates Inc. increased its stake in Generac Holdings Inc. (NYSE:GNRC – Free Report) by 234.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Resonant Capital Advisors LLC Increases Stake in Devon Energy Co. (NYSE:DVN)
Resonant Capital Advisors LLC boosted its holdings in shares of Devon Energy Co. (NYSE:DVN – Free Report) by 43.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 42,861 shares of... More of this article »