Home » Author Archive


Adviser Investments LLC Acquires Shares of 31,363 Elevance Health, Inc. (NYSE:ELV)
Adviser Investments LLC acquired a new stake in Elevance Health, Inc. (NYSE:ELV – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Householder Group Estate & Retirement Specialist LLC Boosts Stock Position in The Goldman Sachs Group, Inc. (NYSE:GS)
Householder Group Estate & Retirement Specialist LLC boosted its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Get Rating) by 11.2% during the fourth quarter, according to the company in its most recent... More of this article »
Curbstone Financial Management Corp Sells 750 Shares of CVS Health Co. (NYSE:CVS)
Curbstone Financial Management Corp cut its holdings in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 2.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Sweet Financial Partners LLC Has $365,000 Holdings in Vanguard Extended Market ETF (NYSEARCA:VXF)
Sweet Financial Partners LLC trimmed its position in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Get Rating) by 3.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) Shares Sold by GenWealth Group Inc.
GenWealth Group Inc. cut its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Get Rating) by 15.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Emerson Electric Co. (NYSE:EMR) Stock Position Lowered by Rothschild Investment Corp IL
Rothschild Investment Corp IL lessened its position in Emerson Electric Co. (NYSE:EMR – Get Rating) by 0.5% during the fourth quarter, Holdings Channel reports. The institutional investor owned 41,196 shares of the industrial... More of this article »
690,000 Shares in Investcorp Europe Acquisition Corp I (NASDAQ:IVCBW) Bought by Gritstone Asset Management LLC
Gritstone Asset Management LLC bought a new position in shares of Investcorp Europe Acquisition Corp I (NASDAQ:IVCBW – Get Rating) in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Field & Main Bank Lowers Holdings in Citigroup Inc. (NYSE:C)
Field & Main Bank decreased its holdings in Citigroup Inc. (NYSE:C – Get Rating) by 15.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,660... More of this article »
Pendal Group Ltd Grows Stake in Danaher Co. (NYSE:DHR)
Pendal Group Ltd boosted its stake in shares of Danaher Co. (NYSE:DHR – Get Rating) by 9.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 322,227 shares... More of this article »
Governance OHM (GOHM) Price Reaches $2,735.99 on Top Exchanges
Governance OHM (GOHM) traded up 1.6% against the US dollar during the 24 hour period ending at 11:00 AM E.T. on March 26th. Over the last seven days, Governance OHM has traded up 0.5% against the US dollar. One Governance OHM token... More of this article »
AE Wealth Management LLC Purchases 129,204 Shares of Heart Test Laboratories, Inc. (NASDAQ:HSCS)
AE Wealth Management LLC boosted its position in shares of Heart Test Laboratories, Inc. (NASDAQ:HSCS – Get Rating) by 516.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Perfromance Wealth Partners LLC Sells 1,615 Shares of Applied Materials, Inc. (NASDAQ:AMAT)
Perfromance Wealth Partners LLC decreased its position in Applied Materials, Inc. (NASDAQ:AMAT – Get Rating) by 8.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Sweet Financial Partners LLC Increases Holdings in The Boeing Company (NYSE:BA)
Sweet Financial Partners LLC lifted its position in The Boeing Company (NYSE:BA – Get Rating) by 14.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
First Horizon Advisors Inc. Sells 1,383 Shares of L3Harris Technologies, Inc. (NYSE:LHX)
First Horizon Advisors Inc. reduced its position in L3Harris Technologies, Inc. (NYSE:LHX – Get Rating) by 3.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Pembroke Management LTD Sells 2,779 Shares of Sprout Social, Inc. (NASDAQ:SPT)
Pembroke Management LTD lowered its stake in Sprout Social, Inc. (NASDAQ:SPT – Get Rating) by 1.0% in the fourth quarter, Holdings Channel reports. The fund owned 270,587 shares of the company’s stock after selling 2,779... More of this article »
Pendal Group Ltd Raises Stock Holdings in Intuit Inc. (NASDAQ:INTU)
Pendal Group Ltd increased its holdings in shares of Intuit Inc. (NASDAQ:INTU – Get Rating) by 5.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Kovitz Investment Group Partners LLC Lowers Position in Intercontinental Exchange, Inc. (NYSE:ICE)
Kovitz Investment Group Partners LLC lessened its stake in Intercontinental Exchange, Inc. (NYSE:ICE – Get Rating) by 1.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
MetLife Investment Management LLC Increases Stock Holdings in Maxar Technologies Inc. (NYSE:MAXR)
MetLife Investment Management LLC lifted its stake in Maxar Technologies Inc. (NYSE:MAXR – Get Rating) by 1.4% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 39,171... More of this article »
TrueFi (TRU) Price Hits $0.0851 on Major Exchanges
TrueFi (TRU) traded 3.7% lower against the US dollar during the 1 day period ending at 10:00 AM Eastern on March 26th. One TrueFi token can currently be purchased for about $0.0851 or 0.00000306 BTC on major cryptocurrency exchanges.... More of this article »
Curbstone Financial Management Corp Sells 122 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Curbstone Financial Management Corp decreased its position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Get Rating) by 0.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »Walmart Inc. (NYSE:WMT) Shares Sold by Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC decreased its position in shares of Walmart Inc. (NYSE:WMT – Get Rating) by 4.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Ridgewood Investments LLC Decreases Stake in Invesco S&P International Developed Low Volatility ETF (NYSEARCA:IDLV)
Ridgewood Investments LLC reduced its stake in Invesco S&P International Developed Low Volatility ETF (NYSEARCA:IDLV – Get Rating) by 1.9% in the 4th quarter, according to its most recent filing with the Securities &... More of this article »
Ridgewood Investments LLC Takes $208,000 Position in Waters Co. (NYSE:WAT)
Ridgewood Investments LLC purchased a new stake in shares of Waters Co. (NYSE:WAT – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Ridgewood Investments LLC Has $403,000 Stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)
Ridgewood Investments LLC grew its position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Get Rating) by 21.0% in the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Rothschild Investment Corp IL Sells 1,385 Shares of General Motors (NYSE:GM)
Rothschild Investment Corp IL lessened its position in shares of General Motors (NYSE:GM – Get Rating) (TSE:GMM.U) by 2.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Norfolk Southern Co. (NYSE:NSC) Shares Sold by Rothschild Investment Corp IL
Rothschild Investment Corp IL reduced its holdings in Norfolk Southern Co. (NYSE:NSC – Get Rating) by 4.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
STP Hits Self Reported Market Capitalization of $90.12 Million (STPT)
STP (STPT) traded up 1.5% against the dollar during the one day period ending at 10:00 AM E.T. on March 26th. During the last seven days, STP has traded 0.3% higher against the dollar. STP has a total market capitalization of $90.12... More of this article »
AT&T Inc. (NYSE:T) Shares Bought by Abacus Planning Group Inc.
Abacus Planning Group Inc. lifted its holdings in shares of AT&T Inc. (NYSE:T – Get Rating) by 94.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 37,407 shares of the technology... More of this article »
Salesforce, Inc. (NYSE:CRM) Shares Sold by Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC decreased its position in shares of Salesforce, Inc. (NYSE:CRM – Get Rating) by 10.3% during the 4th quarter, HoldingsChannel reports. The fund owned 534,044 shares of the CRM provider’s... More of this article »
Beacon Financial Group Decreases Position in Corteva, Inc. (NYSE:CTVA)
Beacon Financial Group decreased its position in Corteva, Inc. (NYSE:CTVA – Get Rating) by 7.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 24,806 shares... More of this article »
Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Sold by Seelaus Asset Management LLC
Seelaus Asset Management LLC reduced its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Get Rating) by 4.4% in the 4th quarter, Holdings Channel reports. The firm owned 4,397 shares of the medical research company’s... More of this article »
HHM Wealth Advisors LLC Has $116,000 Stock Position in Phillips Edison & Company, Inc. (NASDAQ:PECO)
HHM Wealth Advisors LLC decreased its stake in Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Rating) by 19.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Pendal Group Ltd Has $79.37 Million Stock Position in Dollar General Co. (NYSE:DG)
Pendal Group Ltd lifted its stake in Dollar General Co. (NYSE:DG – Get Rating) by 14.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Invesco FTSE RAFI Emerging Markets ETF (NYSEARCA:PXH) Shares Sold by Rothschild Investment Corp IL
Rothschild Investment Corp IL decreased its position in shares of Invesco FTSE RAFI Emerging Markets ETF (NYSEARCA:PXH – Get Rating) by 7.9% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Cliftonlarsonallen Wealth Advisors LLC Has $8.26 Million Position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
Cliftonlarsonallen Wealth Advisors LLC grew its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Get Rating) by 507.0% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Field & Main Bank Acquires 535 Shares of T-Mobile US, Inc. (NASDAQ:TMUS)
Field & Main Bank increased its holdings in T-Mobile US, Inc. (NASDAQ:TMUS – Get Rating) by 4.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
The Timken Company (NYSE:TKR) Shares Bought by Bar Harbor Wealth Management
Bar Harbor Wealth Management raised its position in The Timken Company (NYSE:TKR – Get Rating) by 0.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Counterpoint Mutual Funds LLC Takes Position in Avid Technology, Inc. (NASDAQ:AVID)
Counterpoint Mutual Funds LLC bought a new position in shares of Avid Technology, Inc. (NASDAQ:AVID – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Counterpoint Mutual Funds LLC Decreases Holdings in Canadian Solar Inc. (NASDAQ:CSIQ)
Counterpoint Mutual Funds LLC cut its holdings in shares of Canadian Solar Inc. (NASDAQ:CSIQ – Get Rating) by 48.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Polaris Wealth Advisory Group LLC Decreases Stock Holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV)
Polaris Wealth Advisory Group LLC lessened its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Get Rating) by 53.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Counterpoint Mutual Funds LLC Makes New Investment in ManpowerGroup Inc. (NYSE:MAN)
Counterpoint Mutual Funds LLC bought a new position in shares of ManpowerGroup Inc. (NYSE:MAN – Get Rating) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought 1,423 shares... More of this article »
Curbstone Financial Management Corp Sells 1,430 Shares of WD-40 (NASDAQ:WDFC)
Curbstone Financial Management Corp cut its position in WD-40 (NASDAQ:WDFC – Get Rating) by 14.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,466... More of this article »
Kovitz Investment Group Partners LLC Has $53.54 Million Position in Blackstone Inc. (NYSE:BX)
Kovitz Investment Group Partners LLC increased its holdings in Blackstone Inc. (NYSE:BX – Get Rating) by 2.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Cognizant Technology Solutions Co. (NASDAQ:CTSH) Shares Sold by LGT Capital Partners LTD.
LGT Capital Partners LTD. reduced its stake in shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH – Get Rating) by 43.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,134,040 shares of the information... More of this article »
Farmers Trust Co. Buys Shares of 22,600 Sprott Physical Gold Trust (NYSEARCA:PHYS)
Farmers Trust Co. bought a new position in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Get Rating) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 22,600 shares of the exchange... More of this article »Polaris Wealth Advisory Group LLC Trims Stock Holdings in Raytheon Technologies Co. (NYSE:RTX)
Polaris Wealth Advisory Group LLC decreased its holdings in Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 3.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Kingfisher Capital LLC Acquires 2,858 Shares of Danaher Co. (NYSE:DHR)
Kingfisher Capital LLC raised its stake in shares of Danaher Co. (NYSE:DHR – Get Rating) by 14.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Quantstamp (QSP) Tops One Day Trading Volume of $221,559.65
Quantstamp (QSP) traded 0.6% higher against the U.S. dollar during the 1-day period ending at 8:00 AM E.T. on March 26th. One Quantstamp token can now be purchased for $0.0155 or 0.00000056 BTC on major cryptocurrency exchanges. During... More of this article »