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Image for Poinciana Advisors Group LLC Makes New $395,000 Investment in Bank of America Co. (NYSE:BAC)

Poinciana Advisors Group LLC Makes New $395,000 Investment in Bank of America Co. (NYSE:BAC)

Poinciana Advisors Group LLC bought a new position in shares of Bank of America Co. (NYSE:BAC) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Poinciana Advisors Group LLC Invests $216,000 in Marvell Technology, Inc. (NASDAQ:MRVL)

Poinciana Advisors Group LLC Invests $216,000 in Marvell Technology, Inc. (NASDAQ:MRVL)

Poinciana Advisors Group LLC acquired a new position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 1,957 shares of the semiconductor... More of this article »
Image for Valtinson Bruner Financial Planning LLC Raises Stock Holdings in Medtronic plc (NYSE:MDT)

Valtinson Bruner Financial Planning LLC Raises Stock Holdings in Medtronic plc (NYSE:MDT)

Valtinson Bruner Financial Planning LLC increased its position in Medtronic plc (NYSE:MDT – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Federal Realty Investment Trust (NYSE:FRT) Reaches New 52-Week Low  – Here’s Why

Federal Realty Investment Trust (NYSE:FRT) Reaches New 52-Week Low – Here’s Why

Shares of Federal Realty Investment Trust (NYSE:FRT – Get Free Report) hit a new 52-week low during mid-day trading on Thursday . The stock traded as low as $95.60 and last traded at $95.83, with a volume of 219975 shares trading... More of this article »
Image for ClearBridge Energy Midstream Opportunity Fund Inc (NYSE:EMO) Short Interest Up 69.0% in February

ClearBridge Energy Midstream Opportunity Fund Inc (NYSE:EMO) Short Interest Up 69.0% in February

ClearBridge Energy Midstream Opportunity Fund Inc (NYSE:EMO – Get Free Report) was the target of a large growth in short interest in the month of February. As of February 28th, there was short interest totalling 14,700 shares,... More of this article »
Image for Cenovus Energy Inc. (NYSE:CVE) Sees Significant Growth in Short Interest

Cenovus Energy Inc. (NYSE:CVE) Sees Significant Growth in Short Interest

Cenovus Energy Inc. (NYSE:CVE – Get Free Report) (TSE:CVE) was the recipient of a large growth in short interest in February. As of February 28th, there was short interest totalling 21,610,000 shares, a growth of 67.6% from... More of this article »
Image for J. L. Bainbridge & Co. Inc. Sells 927 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

J. L. Bainbridge & Co. Inc. Sells 927 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

J. L. Bainbridge & Co. Inc. trimmed its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 12.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for PepsiCo (NASDAQ:PEP) Stock Price Up 0.3%  – What’s Next?

PepsiCo (NASDAQ:PEP) Stock Price Up 0.3% – What’s Next?

PepsiCo, Inc. (NASDAQ:PEP – Get Free Report)’s share price rose 0.3% during mid-day trading on Thursday . The stock traded as high as $150.48 and last traded at $148.67. Approximately 1,024,381 shares traded hands during... More of this article »
Image for Brandes Investment Partners LP Has $36.29 Million Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Brandes Investment Partners LP Has $36.29 Million Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Brandes Investment Partners LP raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.3% in the 4th quarter, Holdings Channel.com reports. The fund owned 613,072 shares of the network equipment provider’s... More of this article »
Image for ServiceTitan (NASDAQ:TTAN) Sees Unusually-High Trading Volume  – What’s Next?

ServiceTitan (NASDAQ:TTAN) Sees Unusually-High Trading Volume – What’s Next?

Shares of ServiceTitan Inc. (NASDAQ:TTAN – Get Free Report) saw an uptick in trading volume on Thursday . 380,642 shares changed hands during mid-day trading, an increase of 38% from the previous session’s volume of 275,886... More of this article »
Image for Harrington Investments INC Increases Stake in SPDR Gold Shares (NYSEARCA:GLD)

Harrington Investments INC Increases Stake in SPDR Gold Shares (NYSEARCA:GLD)

Harrington Investments INC raised its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 8.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 3,571 shares of the exchange... More of this article »
Image for iShares TIPS Bond ETF (NYSEARCA:TIP) Shares Sold by Van Strum & Towne Inc.

iShares TIPS Bond ETF (NYSEARCA:TIP) Shares Sold by Van Strum & Towne Inc.

Van Strum & Towne Inc. reduced its position in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 29.0% in the 4th quarter, HoldingsChannel reports. The firm owned 4,905 shares of the exchange traded fund’s... More of this article »
Image for Intact Investment Management Inc. Purchases 2,520 Shares of IQVIA Holdings Inc. (NYSE:IQV)

Intact Investment Management Inc. Purchases 2,520 Shares of IQVIA Holdings Inc. (NYSE:IQV)

Intact Investment Management Inc. raised its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 79.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Kestra Advisory Services LLC Sells 1,226 Shares of Stryker Co. (NYSE:SYK)

Kestra Advisory Services LLC Sells 1,226 Shares of Stryker Co. (NYSE:SYK)

Kestra Advisory Services LLC decreased its holdings in Stryker Co. (NYSE:SYK – Free Report) by 1.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 99,096 shares of the medical technology company’s... More of this article »
Image for Kestra Advisory Services LLC Has $398.73 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Kestra Advisory Services LLC Has $398.73 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Kestra Advisory Services LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 11.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Doheny Asset Management CA Sells 150 Shares of Diamondback Energy, Inc. (NASDAQ:FANG)

Doheny Asset Management CA Sells 150 Shares of Diamondback Energy, Inc. (NASDAQ:FANG)

Doheny Asset Management CA decreased its stake in Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Citizens (NYSE:CIA) Posts  Earnings Results, Misses Expectations By $0.03 EPS

Citizens (NYSE:CIA) Posts Earnings Results, Misses Expectations By $0.03 EPS

Citizens (NYSE:CIA – Get Free Report) posted its quarterly earnings results on Thursday. The insurance provider reported $0.07 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.10 by... More of this article »
Image for J. L. Bainbridge & Co. Inc. Has $47.27 Million Stock Holdings in American Express (NYSE:AXP)

J. L. Bainbridge & Co. Inc. Has $47.27 Million Stock Holdings in American Express (NYSE:AXP)

J. L. Bainbridge & Co. Inc. reduced its position in shares of American Express (NYSE:AXP) by 0.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Picton Mahoney Asset Management Purchases New Shares in Summit Materials, Inc. (NYSE:SUM)

Picton Mahoney Asset Management Purchases New Shares in Summit Materials, Inc. (NYSE:SUM)

Picton Mahoney Asset Management acquired a new stake in Summit Materials, Inc. (NYSE:SUM – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 590,000 shares of the construction... More of this article »
Image for Defense Stocks To Consider – March 14th

Defense Stocks To Consider – March 14th

Boeing, Citigroup, General Electric, Northrop Grumman, and Lockheed Martin are the five Defense stocks to watch today, according to MarketBeat’s stock screener tool. Defense stocks are shares in companies that primarily supply... More of this article »
Image for Impact Capital Partners LLC Takes $247,000 Position in Rockwell Automation, Inc. (NYSE:ROK)

Impact Capital Partners LLC Takes $247,000 Position in Rockwell Automation, Inc. (NYSE:ROK)

Impact Capital Partners LLC acquired a new stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 864 shares... More of this article »
Image for Aviso Financial Inc. Has $361,000 Position in Amphenol Co. (NYSE:APH)

Aviso Financial Inc. Has $361,000 Position in Amphenol Co. (NYSE:APH)

Aviso Financial Inc. cut its position in Amphenol Co. (NYSE:APH – Free Report) by 6.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Aviso Financial Inc. Purchases Shares of 11,800 A. O. Smith Co. (NYSE:AOS)

Aviso Financial Inc. Purchases Shares of 11,800 A. O. Smith Co. (NYSE:AOS)

Aviso Financial Inc. acquired a new stake in shares of A. O. Smith Co. (NYSE:AOS – Free Report) during the fourth quarter, HoldingsChannel reports. The firm acquired 11,800 shares of the industrial products company’s stock,... More of this article »
Image for Campbell Capital Management Inc. Has $1.02 Million Holdings in Reddit, Inc. (NYSE:RDDT)

Campbell Capital Management Inc. Has $1.02 Million Holdings in Reddit, Inc. (NYSE:RDDT)

Campbell Capital Management Inc. cut its position in Reddit, Inc. (NYSE:RDDT – Free Report) by 86.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Achmea Investment Management B.V. Grows Stock Position in MetLife, Inc. (NYSE:MET)

Achmea Investment Management B.V. Grows Stock Position in MetLife, Inc. (NYSE:MET)

Achmea Investment Management B.V. increased its position in shares of MetLife, Inc. (NYSE:MET – Free Report) by 5.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Erste Asset Management GmbH Reduces Holdings in Danaher Co. (NYSE:DHR)

Erste Asset Management GmbH Reduces Holdings in Danaher Co. (NYSE:DHR)

Erste Asset Management GmbH trimmed its holdings in shares of Danaher Co. (NYSE:DHR – Free Report) by 14.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Purchased by Ironwood Investment Counsel LLC

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Purchased by Ironwood Investment Counsel LLC

Ironwood Investment Counsel LLC boosted its holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 2.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 3,546 shares... More of this article »
Image for Carret Asset Management LLC Cuts Stake in Vanguard Large-Cap ETF (NYSEARCA:VV)

Carret Asset Management LLC Cuts Stake in Vanguard Large-Cap ETF (NYSEARCA:VV)

Carret Asset Management LLC reduced its stake in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 74.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Poinciana Advisors Group LLC Makes New $353,000 Investment in General Electric (NYSE:GE)

Poinciana Advisors Group LLC Makes New $353,000 Investment in General Electric (NYSE:GE)

Poinciana Advisors Group LLC bought a new position in General Electric (NYSE:GE – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for 6,331 Shares in Avantis U.S. Equity ETF (NYSEARCA:AVUS) Acquired by Poinciana Advisors Group LLC

6,331 Shares in Avantis U.S. Equity ETF (NYSEARCA:AVUS) Acquired by Poinciana Advisors Group LLC

Poinciana Advisors Group LLC acquired a new position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 6,331 shares of the company’s stock, valued... More of this article »
Image for Peninsula Asset Management Inc. Sells 440 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Peninsula Asset Management Inc. Sells 440 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Peninsula Asset Management Inc. reduced its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for IDW Media (OTCMKTS:IDWM) Releases  Earnings Results

IDW Media (OTCMKTS:IDWM) Releases Earnings Results

IDW Media (OTCMKTS:IDWM – Get Free Report) posted its earnings results on Thursday. The company reported ($0.05) earnings per share for the quarter, Zacks reports. The firm had revenue of $5.02 million during the quarter. IDW... More of this article »
Image for Zevin Asset Management LLC Makes New Investment in Brookfield Renewable Partners L.P. (NYSE:BEP)

Zevin Asset Management LLC Makes New Investment in Brookfield Renewable Partners L.P. (NYSE:BEP)

Zevin Asset Management LLC purchased a new stake in Brookfield Renewable Partners L.P. (NYSE:BEP – Free Report) (TSE:BEP) in the 4th quarter, HoldingsChannel reports. The fund purchased 9,483 shares of the utilities provider’s... More of this article »
Image for Hills Bank & Trust Co Has $8.48 Million Holdings in iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP)

Hills Bank & Trust Co Has $8.48 Million Holdings in iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP)

Hills Bank & Trust Co grew its stake in iShares iBonds Dec 2027 Term Muni Bond ETF (BATS:IBMP – Free Report) by 3.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 337,256 shares of the company’s... More of this article »
Image for Zevin Asset Management LLC Has $5.68 Million Stock Position in The Estée Lauder Companies Inc. (NYSE:EL)

Zevin Asset Management LLC Has $5.68 Million Stock Position in The Estée Lauder Companies Inc. (NYSE:EL)

Zevin Asset Management LLC trimmed its position in The Estée Lauder Companies Inc. (NYSE:EL – Free Report) by 5.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 75,739 shares of the company’s stock... More of this article »
Image for Hills Bank & Trust Co Has $45.27 Million Stock Position in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)

Hills Bank & Trust Co Has $45.27 Million Stock Position in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)

Hills Bank & Trust Co raised its holdings in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 1.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 2,248,990 shares of the company’s... More of this article »
Image for Picton Mahoney Asset Management Takes Position in Unum Group (NYSE:UNM)

Picton Mahoney Asset Management Takes Position in Unum Group (NYSE:UNM)

Picton Mahoney Asset Management acquired a new stake in shares of Unum Group (NYSE:UNM – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Image for Wellington Shields & Co. LLC Has $4.13 Million Stock Position in Union Pacific Co. (NYSE:UNP)

Wellington Shields & Co. LLC Has $4.13 Million Stock Position in Union Pacific Co. (NYSE:UNP)

Wellington Shields & Co. LLC lowered its stake in Union Pacific Co. (NYSE:UNP – Free Report) by 0.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 18,121 shares of the railroad... More of this article »
Image for Ironwood Investment Counsel LLC Sells 475 Shares of Energizer Holdings, Inc. (NYSE:ENR)

Ironwood Investment Counsel LLC Sells 475 Shares of Energizer Holdings, Inc. (NYSE:ENR)

Ironwood Investment Counsel LLC trimmed its holdings in shares of Energizer Holdings, Inc. (NYSE:ENR – Free Report) by 6.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 7,000 shares of the... More of this article »
Image for First National Trust Co Sells 60 Shares of Vanguard Growth ETF (NYSEARCA:VUG)

First National Trust Co Sells 60 Shares of Vanguard Growth ETF (NYSEARCA:VUG)

First National Trust Co cut its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.7% during the fourth quarter, HoldingsChannel reports. The firm owned 2,179 shares of the company’s stock after selling... More of this article »
Image for Lbp Am Sa Has $8.24 Million Holdings in Packaging Co. of America (NYSE:PKG)

Lbp Am Sa Has $8.24 Million Holdings in Packaging Co. of America (NYSE:PKG)

Lbp Am Sa grew its position in shares of Packaging Co. of America (NYSE:PKG – Free Report) by 16.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 36,584 shares of the... More of this article »
Image for Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Sold by Rareview Capital LLC

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Sold by Rareview Capital LLC

Rareview Capital LLC trimmed its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 25,794 shares of the company’s stock... More of this article »
Image for PagerDuty (NYSE:PD) Posts  Earnings Results, Beats Estimates By $0.06 EPS

PagerDuty (NYSE:PD) Posts Earnings Results, Beats Estimates By $0.06 EPS

PagerDuty (NYSE:PD – Get Free Report) posted its quarterly earnings data on Thursday. The company reported $0.22 EPS for the quarter, topping analysts’ consensus estimates of $0.16 by $0.06, Briefing.com reports. PagerDuty... More of this article »
Image for First Eagle Investment Management LLC Sells 13,500 Shares of Stewart Information Services Co. (NYSE:STC)

First Eagle Investment Management LLC Sells 13,500 Shares of Stewart Information Services Co. (NYSE:STC)

First Eagle Investment Management LLC trimmed its stake in Stewart Information Services Co. (NYSE:STC – Free Report) by 7.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Hilton Capital Management LLC Invests $580,000 in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Hilton Capital Management LLC Invests $580,000 in SPDR S&P Dividend ETF (NYSEARCA:SDY)

Hilton Capital Management LLC purchased a new position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for First Eagle Investment Management LLC Purchases 66,400 Shares of H&E Equipment Services, Inc. (NASDAQ:HEES)

First Eagle Investment Management LLC Purchases 66,400 Shares of H&E Equipment Services, Inc. (NASDAQ:HEES)

First Eagle Investment Management LLC raised its position in shares of H&E Equipment Services, Inc. (NASDAQ:HEES – Free Report) by 32.7% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Carret Asset Management LLC Boosts Stock Position in iShares MSCI Mexico ETF (NYSEARCA:EWW)

Carret Asset Management LLC Boosts Stock Position in iShares MSCI Mexico ETF (NYSEARCA:EWW)

Carret Asset Management LLC increased its stake in iShares MSCI Mexico ETF (NYSEARCA:EWW – Free Report) by 25.2% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Midwest Professional Planners LTD. Invests $346,000 in Teradyne, Inc. (NASDAQ:TER)

Midwest Professional Planners LTD. Invests $346,000 in Teradyne, Inc. (NASDAQ:TER)

Midwest Professional Planners LTD. bought a new position in Teradyne, Inc. (NASDAQ:TER – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 2,747... More of this article »
Image for Achmea Investment Management B.V. Invests $5.09 Million in Coinbase Global, Inc. (NASDAQ:COIN)

Achmea Investment Management B.V. Invests $5.09 Million in Coinbase Global, Inc. (NASDAQ:COIN)

Achmea Investment Management B.V. acquired a new position in Coinbase Global, Inc. (NASDAQ:COIN) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 20,488 shares... More of this article »
Image for Fastenal (NASDAQ:FAST) Shares Sold by Wellington Shields Capital Management LLC

Fastenal (NASDAQ:FAST) Shares Sold by Wellington Shields Capital Management LLC

Wellington Shields Capital Management LLC reduced its stake in Fastenal (NASDAQ:FAST – Free Report) by 13.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »