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Image for Ball & Co Wealth Management Inc. Purchases New Position in Netflix, Inc. (NASDAQ:NFLX)

Ball & Co Wealth Management Inc. Purchases New Position in Netflix, Inc. (NASDAQ:NFLX)

Ball & Co Wealth Management Inc. acquired a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund acquired 248 shares of the Internet television... More of this article »
Image for Large Cap Stocks To Watch Today – May 21st

Large Cap Stocks To Watch Today – May 21st

Tesla, Invesco QQQ, NVIDIA, UnitedHealth Group, Alphabet, Apple, and Palantir Technologies are the seven Large Cap stocks to watch today, according to MarketBeat’s stock screener tool. Large cap stocks are shares of publicly... More of this article »
Image for Invst LLC Acquires 294 Shares of Tesla, Inc. (NASDAQ:TSLA)

Invst LLC Acquires 294 Shares of Tesla, Inc. (NASDAQ:TSLA)

Invst LLC increased its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 8.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Formidable Asset Management LLC Has $1.34 Million Holdings in Netflix, Inc. (NASDAQ:NFLX)

Formidable Asset Management LLC Has $1.34 Million Holdings in Netflix, Inc. (NASDAQ:NFLX)

Formidable Asset Management LLC cut its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for WCG Wealth Advisors LLC Trims Stake in Merck & Co., Inc. (NYSE:MRK)

WCG Wealth Advisors LLC Trims Stake in Merck & Co., Inc. (NYSE:MRK)

WCG Wealth Advisors LLC reduced its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 14,900 shares... More of this article »
Image for Baer Investment Advisory LLC Takes $1.26 Million Position in Costco Wholesale Co. (NASDAQ:COST)

Baer Investment Advisory LLC Takes $1.26 Million Position in Costco Wholesale Co. (NASDAQ:COST)

Baer Investment Advisory LLC bought a new stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Griffith & Werner Inc. Buys Shares of 28,167 Johnson & Johnson (NYSE:JNJ)

Griffith & Werner Inc. Buys Shares of 28,167 Johnson & Johnson (NYSE:JNJ)

Griffith & Werner Inc. acquired a new stake in Johnson & Johnson (NYSE:JNJ – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 28,167 shares of the company’s... More of this article »
Image for Wells Fargo & Company (NYSE:WFC) Shares Sold by Drucker Wealth 3.0 LLC

Wells Fargo & Company (NYSE:WFC) Shares Sold by Drucker Wealth 3.0 LLC

Drucker Wealth 3.0 LLC reduced its holdings in Wells Fargo & Company (NYSE:WFC) by 2.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 87,603 shares of the financial services provider’s... More of this article »
Image for Drucker Wealth 3.0 LLC Sells 979 Shares of Exxon Mobil Co. (NYSE:XOM)

Drucker Wealth 3.0 LLC Sells 979 Shares of Exxon Mobil Co. (NYSE:XOM)

Drucker Wealth 3.0 LLC reduced its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for AlphaCore Capital LLC Buys 335 Shares of Uber Technologies, Inc. (NYSE:UBER)

AlphaCore Capital LLC Buys 335 Shares of Uber Technologies, Inc. (NYSE:UBER)

AlphaCore Capital LLC increased its position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 2.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for NextEra Energy, Inc. (NEE) to Issue Quarterly Dividend of $0.57 on  June 16th

NextEra Energy, Inc. (NEE) to Issue Quarterly Dividend of $0.57 on June 16th

NextEra Energy, Inc. (NYSE:NEE – Get Free Report) announced a quarterly dividend on Thursday, May 22nd, RTT News reports. Stockholders of record on Monday, June 2nd will be paid a dividend of 0.5665 per share by the utilities... More of this article »
Image for Retirement Planning Group LLC NY Acquires Shares of 2,323 The Walt Disney Company (NYSE:DIS)

Retirement Planning Group LLC NY Acquires Shares of 2,323 The Walt Disney Company (NYSE:DIS)

Retirement Planning Group LLC NY acquired a new stake in The Walt Disney Company (NYSE:DIS – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 2,323 shares of the entertainment... More of this article »
Image for Drucker Wealth 3.0 LLC Buys 523 Shares of The Walt Disney Company (NYSE:DIS)

Drucker Wealth 3.0 LLC Buys 523 Shares of The Walt Disney Company (NYSE:DIS)

Drucker Wealth 3.0 LLC raised its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 4.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Wormser Freres Gestion Sells 412 Shares of Visa Inc. (NYSE:V)

Wormser Freres Gestion Sells 412 Shares of Visa Inc. (NYSE:V)

Wormser Freres Gestion decreased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Richmond Investment Services LLC Buys New Stake in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Richmond Investment Services LLC Buys New Stake in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Richmond Investment Services LLC bought a new stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Drucker Wealth 3.0 LLC Has $1.93 Million Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Drucker Wealth 3.0 LLC Has $1.93 Million Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Drucker Wealth 3.0 LLC lessened its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 23.4% during the fourth quarter, Holdings Channel reports. The fund owned 24,984 shares of the company’s... More of this article »
Image for Retirement Planning Group LLC NY Invests $473,000 in Bank of America Co. (NYSE:BAC)

Retirement Planning Group LLC NY Invests $473,000 in Bank of America Co. (NYSE:BAC)

Retirement Planning Group LLC NY bought a new position in Bank of America Co. (NYSE:BAC) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor ... More of this article »
Image for Invst LLC Has $28.73 Million Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Invst LLC Has $28.73 Million Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Invst LLC raised its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 296.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Wilson & Boucher Capital Management LLC Trims Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Wilson & Boucher Capital Management LLC Trims Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Wilson & Boucher Capital Management LLC reduced its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 6.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
Image for Blue Sky Capital Consultants Group Inc. Purchases Shares of 530 Intuit Inc. (NASDAQ:INTU)

Blue Sky Capital Consultants Group Inc. Purchases Shares of 530 Intuit Inc. (NASDAQ:INTU)

Blue Sky Capital Consultants Group Inc. acquired a new stake in Intuit Inc. (NASDAQ:INTU – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 530 shares of the software maker’s stock, valued... More of this article »
Image for Woodline Partners LP Boosts Stock Holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Woodline Partners LP Boosts Stock Holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Woodline Partners LP raised its holdings in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 80.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Public Employees Retirement System of Ohio Cuts Position in Micron Technology, Inc. (NASDAQ:MU)

Public Employees Retirement System of Ohio Cuts Position in Micron Technology, Inc. (NASDAQ:MU)

Public Employees Retirement System of Ohio reduced its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 3.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Kingstone Capital Partners Texas LLC Takes Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Kingstone Capital Partners Texas LLC Takes Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Kingstone Capital Partners Texas LLC bought a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 2,474 shares... More of this article »
Image for 15,639 Shares in EQT Co. (NYSE:EQT) Purchased by Michels Family Financial LLC

15,639 Shares in EQT Co. (NYSE:EQT) Purchased by Michels Family Financial LLC

Michels Family Financial LLC acquired a new position in shares of EQT Co. (NYSE:EQT – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 15,639 shares of the oil and gas producer’s... More of this article »
Image for Michels Family Financial LLC Invests $1.31 Million in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Michels Family Financial LLC Invests $1.31 Million in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Michels Family Financial LLC purchased a new stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Columbia River Financial Group LLC Makes New Investment in iShares Core High Dividend ETF (NYSEARCA:HDV)

Columbia River Financial Group LLC Makes New Investment in iShares Core High Dividend ETF (NYSEARCA:HDV)

Columbia River Financial Group LLC purchased a new position in shares of iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Formidable Asset Management LLC Sells 3,709 Shares of NIKE, Inc. (NYSE:NKE)

Formidable Asset Management LLC Sells 3,709 Shares of NIKE, Inc. (NYSE:NKE)

Formidable Asset Management LLC lessened its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 14.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for 65,800 Shares in The Southern Company (NYSE:SO) Acquired by Woodline Partners LP

65,800 Shares in The Southern Company (NYSE:SO) Acquired by Woodline Partners LP

Woodline Partners LP bought a new stake in shares of The Southern Company (NYSE:SO – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Griffith & Werner Inc. Buys Shares of 1,194 Broadcom Inc. (NASDAQ:AVGO)

Griffith & Werner Inc. Buys Shares of 1,194 Broadcom Inc. (NASDAQ:AVGO)

Griffith & Werner Inc. bought a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Johnson Controls International plc (NYSE:JCI) Shares Sold by Wormser Freres Gestion

Johnson Controls International plc (NYSE:JCI) Shares Sold by Wormser Freres Gestion

Wormser Freres Gestion cut its position in Johnson Controls International plc (NYSE:JCI – Free Report) by 79.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 378 shares... More of this article »
Image for 234 Shares in Analog Devices, Inc. (NASDAQ:ADI) Acquired by Pinney & Scofield Inc.

234 Shares in Analog Devices, Inc. (NASDAQ:ADI) Acquired by Pinney & Scofield Inc.

Pinney & Scofield Inc. bought a new position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 234 shares... More of this article »
Image for Twin Lakes Capital Management LLC Decreases Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Twin Lakes Capital Management LLC Decreases Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Twin Lakes Capital Management LLC lessened its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 14,646 shares of the network equipment... More of this article »
Image for 90,243 Shares in Linde plc (NASDAQ:LIN) Acquired by GF Fund Management CO. LTD.

90,243 Shares in Linde plc (NASDAQ:LIN) Acquired by GF Fund Management CO. LTD.

GF Fund Management CO. LTD. acquired a new position in Linde plc (NASDAQ:LIN – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 90,243... More of this article »
Image for The Toronto-Dominion Bank (NYSE:TD) Shares Purchased by Mackenzie Financial Corp

The Toronto-Dominion Bank (NYSE:TD) Shares Purchased by Mackenzie Financial Corp

Mackenzie Financial Corp increased its stake in The Toronto-Dominion Bank (NYSE:TD – Free Report) (TSE:TD) by 5.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 27,990,674... More of this article »
Image for Pinney & Scofield Inc. Acquires New Shares in Visa Inc. (NYSE:V)

Pinney & Scofield Inc. Acquires New Shares in Visa Inc. (NYSE:V)

Pinney & Scofield Inc. acquired a new stake in Visa Inc. (NYSE:V – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 574 shares... More of this article »
Image for ARQ Wealth Advisors LLC Has $325,000 Holdings in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL)

ARQ Wealth Advisors LLC Has $325,000 Holdings in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL)

ARQ Wealth Advisors LLC trimmed its stake in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 53.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Andrew Schwendenman Sells 3,287 Shares of Replimune Group, Inc. (NASDAQ:REPL) Stock

Andrew Schwendenman Sells 3,287 Shares of Replimune Group, Inc. (NASDAQ:REPL) Stock

Replimune Group, Inc. (NASDAQ:REPL – Get Free Report) CAO Andrew Schwendenman sold 3,287 shares of the business’s stock in a transaction that occurred on Tuesday, May 20th. The shares were sold at an average price of $8.05,... More of this article »
Image for PTC Inc. (NASDAQ:PTC) Shares Acquired by North Star Asset Management Inc.

PTC Inc. (NASDAQ:PTC) Shares Acquired by North Star Asset Management Inc.

North Star Asset Management Inc. grew its holdings in PTC Inc. (NASDAQ:PTC – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Focus Partners Advisor Solutions LLC Sells 2,698 Shares of L3Harris Technologies, Inc. (NYSE:LHX)

Focus Partners Advisor Solutions LLC Sells 2,698 Shares of L3Harris Technologies, Inc. (NYSE:LHX)

Focus Partners Advisor Solutions LLC trimmed its stake in shares of L3Harris Technologies, Inc. (NYSE:LHX – Free Report) by 43.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Brokerages Set Ichor Holdings, Ltd. (NASDAQ:ICHR) Price Target at $34.00

Brokerages Set Ichor Holdings, Ltd. (NASDAQ:ICHR) Price Target at $34.00

Shares of Ichor Holdings, Ltd. (NASDAQ:ICHR – Get Free Report) have been assigned an average rating of “Moderate Buy” from the six brokerages that are presently covering the company, MarketBeat reports. Two research... More of this article »
Image for Western Wealth Management LLC Sells 1,425 Shares of LyondellBasell Industries (NYSE:LYB)

Western Wealth Management LLC Sells 1,425 Shares of LyondellBasell Industries (NYSE:LYB)

Western Wealth Management LLC trimmed its holdings in LyondellBasell Industries (NYSE:LYB – Free Report) by 18.0% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 6,495... More of this article »
Image for 8,288 Shares in EMCOR Group, Inc. (NYSE:EME) Bought by Baer Investment Advisory LLC

8,288 Shares in EMCOR Group, Inc. (NYSE:EME) Bought by Baer Investment Advisory LLC

Baer Investment Advisory LLC purchased a new stake in EMCOR Group, Inc. (NYSE:EME – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Forum Financial Management LP Purchases 5,180 Shares of Toyota Motor Co. (NYSE:TM)

Forum Financial Management LP Purchases 5,180 Shares of Toyota Motor Co. (NYSE:TM)

Forum Financial Management LP grew its position in Toyota Motor Co. (NYSE:TM – Free Report) by 29.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 22,477 shares of the company’s stock after buying... More of this article »
Image for Baer Investment Advisory LLC Buys New Position in Deere & Company (NYSE:DE)

Baer Investment Advisory LLC Buys New Position in Deere & Company (NYSE:DE)

Baer Investment Advisory LLC purchased a new position in shares of Deere & Company (NYSE:DE – Free Report) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 6,290 shares of the... More of this article »
Image for TotalEnergies SE (NYSE:TTE) Given Consensus Recommendation of “Moderate Buy” by Brokerages

TotalEnergies SE (NYSE:TTE) Given Consensus Recommendation of “Moderate Buy” by Brokerages

TotalEnergies SE (NYSE:TTE – Get Free Report) has received a consensus recommendation of “Moderate Buy” from the fourteen research firms that are presently covering the company, MarketBeat.com reports. Four investment... More of this article »
Image for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. Invests $562,000 in AngloGold Ashanti plc (NYSE:AU)

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. Invests $562,000 in AngloGold Ashanti plc (NYSE:AU)

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. bought a new position in shares of AngloGold Ashanti plc (NYSE:AU – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The fund bought... More of this article »
Image for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. Makes New Investment in DRDGOLD Limited (NYSE:DRD)

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. Makes New Investment in DRDGOLD Limited (NYSE:DRD)

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. acquired a new position in shares of DRDGOLD Limited (NYSE:DRD – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. Buys Shares of 21,500 Wheaton Precious Metals Corp. (NYSE:WPM)

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. Buys Shares of 21,500 Wheaton Precious Metals Corp. (NYSE:WPM)

Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. bought a new stake in Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for CTC Alternative Strategies Ltd. Buys New Position in APA Co. (NASDAQ:APA)

CTC Alternative Strategies Ltd. Buys New Position in APA Co. (NASDAQ:APA)

CTC Alternative Strategies Ltd. bought a new stake in APA Co. (NASDAQ:APA – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 8,829 shares of the... More of this article »
Image for Pinney & Scofield Inc. Makes New $16.58 Million Investment in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Pinney & Scofield Inc. Makes New $16.58 Million Investment in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Pinney & Scofield Inc. purchased a new position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »