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Summit Financial LLC Has $1.41 Million Stake in Deere & Company (NYSE:DE)
Summit Financial LLC increased its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 4.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Trane Technologies (NYSE:TT) Shares Gap Up After Better-Than-Expected Earnings
Trane Technologies plc (NYSE:TT – Get Free Report)’s stock price gapped up prior to trading on Tuesday following a better than expected earnings announcement. The stock had previously closed at $300.86, but opened at $314.98.... More of this article »
Great Valley Advisor Group Inc. Buys 3,008 Shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
Great Valley Advisor Group Inc. lifted its stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Great Valley Advisor Group Inc. Boosts Stock Holdings in Lowe’s Companies, Inc. (NYSE:LOW)
Great Valley Advisor Group Inc. raised its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
New York Life Investment Management LLC Sells 22,135 Shares of Starbucks Co. (NASDAQ:SBUX)
New York Life Investment Management LLC lowered its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 11.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Shares Bought by Y.D. More Investments Ltd
Y.D. More Investments Ltd raised its stake in Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) by 110.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
New York Life Investment Management LLC Trims Holdings in BlackRock, Inc. (NYSE:BLK)
New York Life Investment Management LLC trimmed its position in BlackRock, Inc. (NYSE:BLK – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Brandywine Oak Private Wealth LLC Sells 342 Shares of Crown Castle Inc. (NYSE:CCI)
Brandywine Oak Private Wealth LLC trimmed its position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 14.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Penobscot Investment Management Company Inc. Buys 750 Shares of American Electric Power Company, Inc. (NASDAQ:AEP)
Penobscot Investment Management Company Inc. boosted its stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 22.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
RB Capital Management LLC Reduces Stock Position in Paychex, Inc. (NASDAQ:PAYX)
RB Capital Management LLC reduced its holdings in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 3.1% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
106 Shares in The Boeing Company (NYSE:BA) Bought by DiNuzzo Private Wealth Inc.
DiNuzzo Private Wealth Inc. purchased a new position in The Boeing Company (NYSE:BA – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
SPDR Gold Shares (NYSEARCA:GLD) Shares Sold by Savant Capital LLC
Savant Capital LLC cut its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 3.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 13,578 shares of the exchange traded... More of this article »
H&E Equipment Services (NASDAQ:HEES) Shares Gap Down Following Weak Earnings
H&E Equipment Services, Inc. (NASDAQ:HEES – Get Free Report) gapped down before the market opened on Tuesday following a dissappointing earnings announcement. The stock had previously closed at $59.22, but opened at $52.96.... More of this article »
Essex Financial Services Inc. Has $1.86 Million Stock Holdings in VanEck Inflation Allocation ETF (NYSEARCA:RAAX)
Essex Financial Services Inc. lessened its stake in shares of VanEck Inflation Allocation ETF (NYSEARCA:RAAX – Free Report) by 12.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Triumph Capital Management Boosts Holdings in Prospect Capital Co. (NASDAQ:PSEC)
Triumph Capital Management increased its holdings in Prospect Capital Co. (NASDAQ:PSEC – Free Report) by 6.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Victory Capital Management Inc. Sells 1,000,284 Shares of Core & Main, Inc. (NYSE:CNM)
Victory Capital Management Inc. trimmed its holdings in Core & Main, Inc. (NYSE:CNM – Free Report) by 20.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Victory Capital Management Inc. Sells 112,730 Shares of Amgen Inc. (NASDAQ:AMGN)
Victory Capital Management Inc. reduced its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 11.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Cannell & Co. Takes Position in Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares (NYSEARCA:VIOG)
Cannell & Co. acquired a new stake in shares of Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares (NYSEARCA:VIOG – Free Report) during the fourth quarter, according to the company in its most recent filing with... More of this article »
Cary Street Partners Asset Management LLC Makes New $461,000 Investment in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO)
Cary Street Partners Asset Management LLC bought a new stake in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the fourth quarter, Holdings Channel reports. The fund bought 8,710 shares... More of this article »
Brandywine Oak Private Wealth LLC Sells 24,749 Shares of Lightwave Logic, Inc. (NASDAQ:LWLG)
Brandywine Oak Private Wealth LLC decreased its stake in Lightwave Logic, Inc. (NASDAQ:LWLG – Free Report) by 40.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Brandywine Oak Private Wealth LLC Acquires New Position in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT)
Brandywine Oak Private Wealth LLC acquired a new stake in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Hexagon Capital Partners LLC Grows Stock Holdings in Sunrun Inc. (NASDAQ:RUN)
Hexagon Capital Partners LLC lifted its position in Sunrun Inc. (NASDAQ:RUN – Free Report) by 41.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Hexagon Capital Partners LLC Increases Stock Holdings in Ferguson plc (NASDAQ:FERG)
Hexagon Capital Partners LLC grew its holdings in shares of Ferguson plc (NASDAQ:FERG – Free Report) by 26.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Hexagon Capital Partners LLC Has $130,000 Stock Holdings in Crown Castle Inc. (NYSE:CCI)
Hexagon Capital Partners LLC cut its holdings in Crown Castle Inc. (NYSE:CCI – Free Report) by 12.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Hexagon Capital Partners LLC Decreases Stock Position in iShares TIPS Bond ETF (NYSEARCA:TIP)
Hexagon Capital Partners LLC reduced its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 50.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Cozad Asset Management Inc. Has $622,000 Stock Holdings in Becton, Dickinson and Company (NYSE:BDX)
Cozad Asset Management Inc. trimmed its stake in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 7.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Savant Capital LLC Has $4.71 Million Stake in Broadcom Inc. (NASDAQ:AVGO)
Savant Capital LLC lifted its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 5.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
QUALCOMM (NASDAQ:QCOM) Shares Up 9.3% Following Analyst Upgrade
QUALCOMM Incorporated (NASDAQ:QCOM – Get Free Report) was up 9.3% during trading on Thursday after UBS Group raised their price target on the stock from $165.00 to $175.00. UBS Group currently has a neutral rating on the stock.... More of this article »
F5 (NASDAQ:FFIV) Issues FY24 Earnings Guidance
F5 (NASDAQ:FFIV – Get Free Report) updated its FY24 earnings guidance on Monday. The company provided earnings per share (EPS) guidance of $12.52-$12.75 for the period, compared to the consensus estimate of $12.62. The company... More of this article »
Alpha Cubed Investments LLC Takes Position in Porch Group, Inc. (NASDAQ:PRCH)
Alpha Cubed Investments LLC acquired a new position in shares of Porch Group, Inc. (NASDAQ:PRCH – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Alpha Cubed Investments LLC Acquires Shares of 426 KLA Co. (NASDAQ:KLAC)
Alpha Cubed Investments LLC bought a new position in KLA Co. (NASDAQ:KLAC – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 426 shares of the... More of this article »
Alpha Cubed Investments LLC Acquires 200 Shares of iShares MSCI ACWI ETF (NASDAQ:ACWI)
Alpha Cubed Investments LLC raised its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 7.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Brighton Jones LLC Sells 908 Shares of Fortinet, Inc. (NASDAQ:FTNT)
Brighton Jones LLC lessened its holdings in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 7.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Microsoft (NASDAQ:MSFT) Shares Down 0.8%
Shares of Microsoft Co. (NASDAQ:MSFT – Get Free Report) were down 0.8% during mid-day trading on Tuesday . The company traded as low as $398.55 and last traded at $398.86. Approximately 4,884,159 shares traded hands during mid-day... More of this article »
iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Shares Purchased by Mission Wealth Management LP
Mission Wealth Management LP boosted its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 1.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 21,478 shares of the exchange traded... More of this article »
Mission Wealth Management LP Lowers Stock Holdings in AllianceBernstein Holding L.P. (NYSE:AB)
Mission Wealth Management LP lessened its stake in shares of AllianceBernstein Holding L.P. (NYSE:AB – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Mission Wealth Management LP Purchases 590 Shares of Marvell Technology, Inc. (NASDAQ:MRVL)
Mission Wealth Management LP lifted its holdings in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Mission Wealth Management LP Has $1.23 Million Stock Holdings in Dover Co. (NYSE:DOV)
Mission Wealth Management LP lowered its stake in shares of Dover Co. (NYSE:DOV – Free Report) by 1.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Pekin Hardy Strauss Inc. Sells 3,550 Shares of National Storage Affiliates Trust (NYSE:NSA)
Pekin Hardy Strauss Inc. lowered its stake in National Storage Affiliates Trust (NYSE:NSA – Free Report) by 36.0% in the 4th quarter, HoldingsChannel reports. The fund owned 6,305 shares of the real estate investment trust’s... More of this article »
Cary Street Partners Investment Advisory LLC Has $177,000 Stake in Walgreens Boots Alliance, Inc. (NASDAQ:WBA)
Cary Street Partners Investment Advisory LLC lowered its position in Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Free Report) by 71.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Accenture plc (NYSE:ACN) Shares Sold by Cary Street Partners Investment Advisory LLC
Cary Street Partners Investment Advisory LLC cut its stake in Accenture plc (NYSE:ACN – Free Report) by 94.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Van ECK Associates Corp Increases Stock Position in Edwards Lifesciences Co. (NYSE:EW)
Van ECK Associates Corp boosted its position in shares of Edwards Lifesciences Co. (NYSE:EW – Free Report) by 16.9% during the 4th quarter, Holdings Channel reports. The institutional investor owned 170,094 shares of the medical... More of this article »
Cary Street Partners Investment Advisory LLC Sells 6,183 Shares of Danaher Co. (NYSE:DHR)
Cary Street Partners Investment Advisory LLC trimmed its holdings in Danaher Co. (NYSE:DHR – Free Report) by 81.4% in the 4th quarter, HoldingsChannel reports. The firm owned 1,412 shares of the conglomerate’s stock after... More of this article »
Capital One Financial Co. (NYSE:COF) Shares Sold by Cary Street Partners Investment Advisory LLC
Cary Street Partners Investment Advisory LLC reduced its position in shares of Capital One Financial Co. (NYSE:COF – Free Report) by 73.8% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Cary Street Partners Investment Advisory LLC Sells 36,119 Shares of Atlantic Union Bankshares Co. (NASDAQ:AUB)
Cary Street Partners Investment Advisory LLC lowered its position in shares of Atlantic Union Bankshares Co. (NASDAQ:AUB – Free Report) by 80.8% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Penobscot Investment Management Company Inc. Lowers Stake in Citizens Financial Group, Inc. (NYSE:CFG)
Penobscot Investment Management Company Inc. cut its stake in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 48.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Penobscot Investment Management Company Inc. Purchases Shares of 750 Kadant Inc. (NYSE:KAI)
Penobscot Investment Management Company Inc. bought a new stake in Kadant Inc. (NYSE:KAI – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM) Shares Purchased by Cozad Asset Management Inc.
Cozad Asset Management Inc. raised its position in John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM – Free Report) by 23.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »