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Image for Simon Quick Advisors LLC Purchases 129 Shares of S&P Global Inc. (NYSE:SPGI)

Simon Quick Advisors LLC Purchases 129 Shares of S&P Global Inc. (NYSE:SPGI)

Simon Quick Advisors LLC lifted its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 6.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,036... More of this article »
Image for Simon Quick Advisors LLC Decreases Stake in Pinnacle Financial Partners, Inc. (NASDAQ:PNFP)

Simon Quick Advisors LLC Decreases Stake in Pinnacle Financial Partners, Inc. (NASDAQ:PNFP)

Simon Quick Advisors LLC lessened its stake in Pinnacle Financial Partners, Inc. (NASDAQ:PNFP – Free Report) by 3.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Phoenix Wealth Advisors Raises Stock Holdings in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Phoenix Wealth Advisors Raises Stock Holdings in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Phoenix Wealth Advisors raised its position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG – Free Report) by 20.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Phoenix Wealth Advisors Has $159,000 Position in Barrick Gold Corp (NYSE:GOLD)

Phoenix Wealth Advisors Has $159,000 Position in Barrick Gold Corp (NYSE:GOLD)

Phoenix Wealth Advisors lowered its stake in shares of Barrick Gold Corp (NYSE:GOLD – Free Report) (TSE:ABX) by 52.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 10,270 shares of the... More of this article »
Image for iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS) Stock Position Raised by Madison Park Capital Advisors LLC

iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS) Stock Position Raised by Madison Park Capital Advisors LLC

Madison Park Capital Advisors LLC raised its position in shares of iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS – Free Report) by 97.1% in the fourth quarter, Holdings Channel reports. The firm owned 7,691 shares... More of this article »
Image for Finley Financial LLC Purchases Shares of 37,912 iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Finley Financial LLC Purchases Shares of 37,912 iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Finley Financial LLC bought a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) during the fourth quarter, Holdings Channel reports. The firm bought 37,912 shares of the exchange traded fund’s... More of this article »
Image for Madison Park Capital Advisors LLC Takes Position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Madison Park Capital Advisors LLC Takes Position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Madison Park Capital Advisors LLC bought a new stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Finley Financial LLC Makes New Investment in iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE)

Finley Financial LLC Makes New Investment in iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE)

Finley Financial LLC purchased a new position in shares of iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Finley Financial LLC Purchases Shares of 7,610 iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Finley Financial LLC Purchases Shares of 7,610 iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA)

Finley Financial LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Finley Financial LLC Takes Position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Finley Financial LLC Takes Position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Finley Financial LLC purchased a new stake in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for Investment Advisory Group LLC Purchases 400 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Investment Advisory Group LLC Purchases 400 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Investment Advisory Group LLC grew its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 0.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 54,346 shares... More of this article »
Image for Finley Financial LLC Makes New $357,000 Investment in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Finley Financial LLC Makes New $357,000 Investment in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Finley Financial LLC acquired a new position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 4,345 shares of the company’s... More of this article »
Image for Finley Financial LLC Buys Shares of 500 iShares Exponential Technologies ETF (NASDAQ:XT)

Finley Financial LLC Buys Shares of 500 iShares Exponential Technologies ETF (NASDAQ:XT)

Finley Financial LLC bought a new stake in shares of iShares Exponential Technologies ETF (NASDAQ:XT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for United Community Banks (NASDAQ:UCB) Posts  Earnings Results, Beats Expectations By $0.05 EPS

United Community Banks (NASDAQ:UCB) Posts Earnings Results, Beats Expectations By $0.05 EPS

United Community Banks (NASDAQ:UCB – Get Free Report) announced its earnings results on Wednesday. The company reported $0.61 earnings per share for the quarter, topping analysts’ consensus estimates of $0.56 by $0.05,... More of this article »
Image for Progress Software (NASDAQ:PRGS) Issues FY 2025 Earnings Guidance

Progress Software (NASDAQ:PRGS) Issues FY 2025 Earnings Guidance

Progress Software (NASDAQ:PRGS – Get Free Report) updated its FY 2025 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 5.000-5.120 for the period, compared to the consensus estimate of 5.620.... More of this article »
Image for Canada Carbon (CVE:CCB) Stock Price Down 25%  – Time to Sell?

Canada Carbon (CVE:CCB) Stock Price Down 25% – Time to Sell?

Shares of Canada Carbon Inc. (CVE:CCB – Get Free Report) dropped 25% on Monday . The stock traded as low as C$0.02 and last traded at C$0.02. Approximately 101,428 shares were traded during trading, a decline of 44% from the... More of this article »
Image for West Branch Capital LLC Acquires New Shares in Reddit, Inc. (NYSE:RDDT)

West Branch Capital LLC Acquires New Shares in Reddit, Inc. (NYSE:RDDT)

West Branch Capital LLC bought a new position in Reddit, Inc. (NYSE:RDDT – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 1,500 shares of the company’s stock, valued at approximately... More of this article »
Image for Advisory Alpha LLC Boosts Stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Advisory Alpha LLC Boosts Stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Advisory Alpha LLC increased its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 7.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Farrell Financial LLC Has $539,000 Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)

Farrell Financial LLC Has $539,000 Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)

Farrell Financial LLC grew its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.6% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,312 shares of the company’s... More of this article »
Image for Mogy Joel R Investment Counsel Inc. Has $20.78 Million Stock Position in Mastercard Incorporated (NYSE:MA)

Mogy Joel R Investment Counsel Inc. Has $20.78 Million Stock Position in Mastercard Incorporated (NYSE:MA)

Mogy Joel R Investment Counsel Inc. lowered its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.2% in the 4th quarter, Holdings Channel.com reports. The fund owned 39,462 shares of the credit services... More of this article »
Image for Penn Davis Mcfarland Inc. Purchases Shares of 955 Broadcom Inc. (NASDAQ:AVGO)

Penn Davis Mcfarland Inc. Purchases Shares of 955 Broadcom Inc. (NASDAQ:AVGO)

Penn Davis Mcfarland Inc. acquired a new position in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 955 shares of the semiconductor manufacturer’s... More of this article »
Image for Leonard Rickey Investment Advisors P.L.L.C. Has $1.17 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Leonard Rickey Investment Advisors P.L.L.C. Has $1.17 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Leonard Rickey Investment Advisors P.L.L.C. lessened its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1.8% during the fourth quarter, Holdings Channel reports. The fund owned 1,993 shares... More of this article »
Image for The Home Depot, Inc. (NYSE:HD) Shares Sold by Wealthquest Corp

The Home Depot, Inc. (NYSE:HD) Shares Sold by Wealthquest Corp

Wealthquest Corp decreased its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 2.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Ares Capital Co. (NASDAQ:ARCC) Shares Sold by Albion Financial Group UT

Ares Capital Co. (NASDAQ:ARCC) Shares Sold by Albion Financial Group UT

Albion Financial Group UT cut its holdings in Ares Capital Co. (NASDAQ:ARCC – Free Report) by 5.5% during the 4th quarter, Holdings Channel reports. The firm owned 92,910 shares of the investment management company’s stock... More of this article »
Image for Albion Financial Group UT Purchases 337 Shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH)

Albion Financial Group UT Purchases 337 Shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH)

Albion Financial Group UT lifted its holdings in shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH – Free Report) by 2.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 13,104 shares... More of this article »
Image for Albion Financial Group UT Sells 2,593 Shares of CubeSmart (NYSE:CUBE)

Albion Financial Group UT Sells 2,593 Shares of CubeSmart (NYSE:CUBE)

Albion Financial Group UT trimmed its position in shares of CubeSmart (NYSE:CUBE – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Bought by Phoenix Wealth Advisors

JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Shares Bought by Phoenix Wealth Advisors

Phoenix Wealth Advisors grew its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 33.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 778,719... More of this article »
Image for Melfa Wealth Management Inc. Purchases 5,750 Shares of BlackRock MuniHoldings California Quality Fund, Inc. (NYSE:MUC)

Melfa Wealth Management Inc. Purchases 5,750 Shares of BlackRock MuniHoldings California Quality Fund, Inc. (NYSE:MUC)

Melfa Wealth Management Inc. raised its position in shares of BlackRock MuniHoldings California Quality Fund, Inc. (NYSE:MUC – Free Report) by 6.4% in the fourth quarter, Holdings Channel reports. The fund owned 95,452 shares... More of this article »
Image for Pineapple Financial’s (PAPL) “Buy” Rating Reaffirmed at D. Boral Capital

Pineapple Financial’s (PAPL) “Buy” Rating Reaffirmed at D. Boral Capital

Pineapple Financial (NYSEAMERICAN:PAPL – Get Free Report)‘s stock had its “buy” rating reiterated by equities researchers at D. Boral Capital in a report released on Wednesday,Benzinga reports. They currently... More of this article »
Image for iShares S&P 100 ETF (NYSEARCA:OEF) Shares Sold by Melfa Wealth Management Inc.

iShares S&P 100 ETF (NYSEARCA:OEF) Shares Sold by Melfa Wealth Management Inc.

Melfa Wealth Management Inc. decreased its holdings in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 4.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Gladstone Land Co. (NASDAQ:LAND) Increases Dividend to $0.05 Per Share

Gladstone Land Co. (NASDAQ:LAND) Increases Dividend to $0.05 Per Share

Gladstone Land Co. (NASDAQ:LAND – Get Free Report) declared a dividend on Tuesday, January 21st,investing.com reports. Stockholders of record on Monday, January 27th will be paid a dividend of 0.0467 per share by the real estate... More of this article »
Image for Financial Comparison: monday.com (NASDAQ:MNDY) versus Global-E Online (NASDAQ:GLBE)

Financial Comparison: monday.com (NASDAQ:MNDY) versus Global-E Online (NASDAQ:GLBE)

monday.com (NASDAQ:MNDY – Get Free Report) and Global-E Online (NASDAQ:GLBE – Get Free Report) are both computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the... More of this article »
Image for Netflix (NASDAQ:NFLX) Price Target Raised to $1,175.00

Netflix (NASDAQ:NFLX) Price Target Raised to $1,175.00

Netflix (NASDAQ:NFLX – Get Free Report) had its target price upped by stock analysts at Bank of America from $1,000.00 to $1,175.00 in a research note issued to investors on Wednesday,Benzinga reports. The brokerage presently... More of this article »
Image for Teledyne Technologies (NYSE:TDY) Updates FY25 Earnings Guidance

Teledyne Technologies (NYSE:TDY) Updates FY25 Earnings Guidance

Teledyne Technologies (NYSE:TDY – Get Free Report) updated its FY25 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of $21.10-21.50 for the period, compared to the consensus estimate of... More of this article »
Image for Intact Financial (OTCMKTS:IFCZF)  Shares Down 0.6%   – What’s Next?

Intact Financial (OTCMKTS:IFCZF) Shares Down 0.6% – What’s Next?

Intact Financial Co. (OTCMKTS:IFCZF – Get Free Report)’s stock price traded down 0.6% during trading on Monday . The company traded as low as $176.14 and last traded at $176.19. 25,775 shares were traded during mid-day... More of this article »
Image for Adriatic Metals (OTCMKTS:ADMLF) Trading 0.6% Higher   – Should You Buy?

Adriatic Metals (OTCMKTS:ADMLF) Trading 0.6% Higher – Should You Buy?

Adriatic Metals PLC (OTCMKTS:ADMLF – Get Free Report) shares rose 0.6% during trading on Monday . The stock traded as high as $2.65 and last traded at $2.55. Approximately 7,440 shares traded hands during mid-day trading, a decline... More of this article »
Image for Link Real Estate Investment Trust (OTCMKTS:LKREF) Trading Up 3.8%  – Should You Buy?

Link Real Estate Investment Trust (OTCMKTS:LKREF) Trading Up 3.8% – Should You Buy?

Link Real Estate Investment Trust (OTCMKTS:LKREF – Get Free Report)’s share price was up 3.8% during mid-day trading on Monday . The stock traded as high as $4.35 and last traded at $4.15. Approximately 3,455 shares changed... More of this article »
Image for WPT Industrial Real Estate Investment Trust (OTCMKTS:WPTIF)  Shares Down 7.6%   – Here’s What Happened

WPT Industrial Real Estate Investment Trust (OTCMKTS:WPTIF) Shares Down 7.6% – Here’s What Happened

WPT Industrial Real Estate Investment Trust (OTCMKTS:WPTIF – Get Free Report) fell 7.6% on Monday . The company traded as low as $20.00 and last traded at $20.10. 5,700 shares were traded during mid-day trading, a decline of... More of this article »
Image for LondonMetric Property (OTCMKTS:LNSPF) Stock Price Up 5.2%  – Time to Buy?

LondonMetric Property (OTCMKTS:LNSPF) Stock Price Up 5.2% – Time to Buy?

LondonMetric Property Plc (OTCMKTS:LNSPF – Get Free Report)’s stock price was up 5.2% on Monday . The company traded as high as $2.33 and last traded at $2.33. Approximately 551 shares changed hands during mid-day trading,... More of this article »
Image for Mitsubishi UFJ Asset Management UK Ltd. Has $527,000 Position in Bank of America Co. (NYSE:BAC)

Mitsubishi UFJ Asset Management UK Ltd. Has $527,000 Position in Bank of America Co. (NYSE:BAC)

Mitsubishi UFJ Asset Management UK Ltd. decreased its holdings in shares of Bank of America Co. (NYSE:BAC) by 55.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Alpha Cubed Investments LLC Increases Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Alpha Cubed Investments LLC Increases Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

Alpha Cubed Investments LLC boosted its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 6.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 623 shares of... More of this article »
Image for AbbVie Inc. (NYSE:ABBV) Shares Purchased by Roberts Wealth Advisors LLC

AbbVie Inc. (NYSE:ABBV) Shares Purchased by Roberts Wealth Advisors LLC

Roberts Wealth Advisors LLC grew its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 19.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Charles Schwab Trust Co Grows Stock Holdings in AbbVie Inc. (NYSE:ABBV)

Charles Schwab Trust Co Grows Stock Holdings in AbbVie Inc. (NYSE:ABBV)

Charles Schwab Trust Co increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.4% during the 4th quarter, HoldingsChannel reports. The firm owned 21,603 shares of the company’s stock after buying an additional... More of this article »
Image for Traphagen Investment Advisors LLC Acquires Shares of 7,525 Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Traphagen Investment Advisors LLC Acquires Shares of 7,525 Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Traphagen Investment Advisors LLC acquired a new position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Nisa Investment Advisors LLC Sells 2,894 Shares of Equinix, Inc. (NASDAQ:EQIX)

Nisa Investment Advisors LLC Sells 2,894 Shares of Equinix, Inc. (NASDAQ:EQIX)

Nisa Investment Advisors LLC lessened its position in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 6.3% during the fourth quarter, Holdings Channel reports. The fund owned 43,361 shares of the financial services provider’s... More of this article »
Image for Viking Fund Management LLC Reduces Holdings in Xcel Energy Inc. (NASDAQ:XEL)

Viking Fund Management LLC Reduces Holdings in Xcel Energy Inc. (NASDAQ:XEL)

Viking Fund Management LLC reduced its stake in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 1.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for Arbor Metals (CVE:ABR) Trading 25.9% Higher   – Should You Buy?

Arbor Metals (CVE:ABR) Trading 25.9% Higher – Should You Buy?

Arbor Metals Corp. (CVE:ABR – Get Free Report)’s stock price shot up 25.9% during trading on Monday . The stock traded as high as C$0.52 and last traded at C$0.51. 333,706 shares traded hands during trading, an increase... More of this article »
Image for Viking Fund Management LLC Has $1.11 Million Position in Texas Pacific Land Co. (NYSE:TPL)

Viking Fund Management LLC Has $1.11 Million Position in Texas Pacific Land Co. (NYSE:TPL)

Viking Fund Management LLC cut its holdings in Texas Pacific Land Co. (NYSE:TPL – Free Report) by 37.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Braun Bostich & Associates Inc. Reduces Stake in Novartis AG (NYSE:NVS)

Braun Bostich & Associates Inc. Reduces Stake in Novartis AG (NYSE:NVS)

Braun Bostich & Associates Inc. lessened its position in shares of Novartis AG (NYSE:NVS – Free Report) by 5.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Viking Fund Management LLC Cuts Holdings in Tenaris S.A. (NYSE:TS)

Viking Fund Management LLC Cuts Holdings in Tenaris S.A. (NYSE:TS)

Viking Fund Management LLC reduced its position in Tenaris S.A. (NYSE:TS – Free Report) by 36.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 60,000 shares of the industrial products... More of this article »