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Weatherly Asset Management L. P. Has $37.04 Million Holdings in JPMorgan Ultra-Short Municipal ETF $JMST
Weatherly Asset Management L. P. grew its stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 2.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Nations Financial Group Inc. IA ADV Reduces Stock Position in Vanguard High Dividend Yield ETF $VYM
Nations Financial Group Inc. IA ADV lowered its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 4.5% in the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Dimensional U.S. Core Equity 2 ETF $DFAC is Midwest Heritage Bank FSB’s Largest Position
Midwest Heritage Bank FSB lifted its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 3.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
WESPAC Advisors SoCal LLC Invests $868,000 in AGNC Investment Corp. $AGNC
WESPAC Advisors SoCal LLC bought a new stake in shares of AGNC Investment Corp. (NASDAQ:AGNC – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Head-To-Head Survey: Pacific Basin Shipping (OTCMKTS:PCFBY) versus Cadeler A/S (NYSE:CDLR)
Pacific Basin Shipping (OTCMKTS:PCFBY – Get Free Report) and Cadeler A/S (NYSE:CDLR – Get Free Report) are both transportation companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
Infinity Natural Resources (NYSE:INR) & Nostrum Oil & Gas (OTCMKTS:NSTRY) Critical Analysis
Infinity Natural Resources (NYSE:INR – Get Free Report) and Nostrum Oil & Gas (OTCMKTS:NSTRY – Get Free Report) are both small-cap basic materials companies, but which is the superior stock? We will contrast the two... More of this article »
McAlvany Wealth Management LLC Makes New Investment in Expand Energy Corporation $EXE
McAlvany Wealth Management LLC acquired a new position in Expand Energy Corporation (NASDAQ:EXE – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
McAlvany Wealth Management LLC Invests $2.60 Million in Vox Royalty Corp. $VOXR
McAlvany Wealth Management LLC acquired a new stake in Vox Royalty Corp. (NASDAQ:VOXR – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Purpose Unlimited Inc. Invests $2.65 Million in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV
Purpose Unlimited Inc. bought a new stake in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the... More of this article »
Purpose Unlimited Inc. Takes Position in Coinbase Global, Inc. $COIN
Purpose Unlimited Inc. bought a new position in shares of Coinbase Global, Inc. (NASDAQ:COIN) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Purpose Unlimited Inc. Acquires Shares of 338,924 Invesco S&P Emerging Markets Low Volatility ETF $EELV
Purpose Unlimited Inc. acquired a new stake in shares of Invesco S&P Emerging Markets Low Volatility ETF (NYSEARCA:EELV – Free Report) during the 4th quarter, according to the company in its most recent filing with the... More of this article »
Purpose Unlimited Inc. Takes Position in Cenovus Energy Inc $CVE
Purpose Unlimited Inc. bought a new stake in shares of Cenovus Energy Inc (NYSE:CVE – Free Report) (TSE:CVE) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought... More of this article »
J. Derek Lewis & Associates Inc. Purchases Shares of 105,281 Capital Group New Geography Equity ETF $CGNG
J. Derek Lewis & Associates Inc. purchased a new stake in Capital Group New Geography Equity ETF (NYSEARCA:CGNG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
18,622 Shares in Circle Internet Group, Inc. $CRCL Acquired by J. Derek Lewis & Associates Inc.
J. Derek Lewis & Associates Inc. bought a new stake in shares of Circle Internet Group, Inc. (NYSE:CRCL – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
J. Derek Lewis & Associates Inc. Buys Shares of 315,000 OPAL Fuels Inc. $OPAL
J. Derek Lewis & Associates Inc. bought a new position in OPAL Fuels Inc. (NASDAQ:OPAL – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Stance Capital LLC Makes New $1.35 Million Investment in Ciena Corporation $CIEN
Stance Capital LLC bought a new stake in Ciena Corporation (NYSE:CIEN – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Rockefeller Capital Management L.P. Lowers Position in RadNet, Inc. $RDNT
Rockefeller Capital Management L.P. decreased its stake in shares of RadNet, Inc. (NASDAQ:RDNT – Free Report) by 27.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Rockefeller Capital Management L.P. Raises Stock Position in Boston Scientific Corporation $BSX
Rockefeller Capital Management L.P. raised its holdings in Boston Scientific Corporation (NYSE:BSX – Free Report) by 70.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Royal Bank Of Canada $RY Stake Boosted by World Investment Advisors
World Investment Advisors grew its stake in shares of Royal Bank Of Canada (NYSE:RY – Free Report) (TSE:RY) by 49.7% during the 4th quarter, HoldingsChannel reports. The fund owned 10,506 shares of the financial services provider’s... More of this article »
Union Savings Bank Invests $3.69 Million in ExxonMobil Corporation $XOM
Union Savings Bank acquired a new stake in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm acquired 30,644 shares of the oil and gas company’s stock,... More of this article »
Hsbc Holdings PLC Cuts Stock Holdings in Synopsys, Inc. $SNPS
Hsbc Holdings PLC reduced its stake in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 16.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Hsbc Holdings PLC Sells 146,551 Shares of NIKE, Inc. $NKE
Hsbc Holdings PLC decreased its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,531,770 shares of the footwear... More of this article »
Wick Capital Partners LLC Makes New Investment in GE Aerospace $GE
Wick Capital Partners LLC acquired a new stake in GE Aerospace (NYSE:GE – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
SHP Wealth Management Invests $521,000 in iShares MSCI ACWI ETF $ACWI
SHP Wealth Management bought a new position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 3,683 shares... More of this article »
Wick Capital Partners LLC Invests $406,000 in Global X Lithium & Battery Tech ETF $LIT
Wick Capital Partners LLC purchased a new stake in shares of Global X Lithium & Battery Tech ETF (NYSEARCA:LIT – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Pacer Advisors Inc. Sells 120,459 Shares of Flowers Foods, Inc. $FLO
Pacer Advisors Inc. lowered its position in Flowers Foods, Inc. (NYSE:FLO – Free Report) by 9.4% during the fourth quarter, Holdings Channel reports. The firm owned 1,161,256 shares of the company’s stock after selling... More of this article »
Pacer Advisors Inc. Acquires Shares of 970,332 Apple Hospitality REIT, Inc. $APLE
Pacer Advisors Inc. acquired a new stake in Apple Hospitality REIT, Inc. (NYSE:APLE – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Sanofi $SNY Shares Bought by Virtu Financial LLC
Virtu Financial LLC lifted its stake in shares of Sanofi (NASDAQ:SNY – Free Report) by 212.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Virtu Financial LLC Boosts Holdings in Direxion Daily Utilities Bull 3X Shares $UTSL
Virtu Financial LLC grew its stake in Direxion Daily Utilities Bull 3X Shares (NYSEARCA:UTSL – Free Report) by 208.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Kera Capital Partners Inc. Takes $527,000 Position in American Homes 4 Rent $AMH
Kera Capital Partners Inc. purchased a new position in American Homes 4 Rent (NYSE:AMH – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 16,831 shares of the real estate investment... More of this article »
Stenger Family Office LLC Purchases New Position in GE Vernova Inc. $GEV
Stenger Family Office LLC purchased a new stake in GE Vernova Inc. (NYSE:GEV – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased... More of this article »
Reflection Asset Management Buys Shares of 3,775 Johnson & Johnson $JNJ
Reflection Asset Management purchased a new stake in Johnson & Johnson (NYSE:JNJ – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 3,775 shares of the... More of this article »
WMS Group LLC Buys New Position in Palantir Technologies Inc. $PLTR
WMS Group LLC bought a new position in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Reflection Asset Management Makes New $1.11 Million Investment in Eli Lilly and Company $LLY
Reflection Asset Management acquired a new position in Eli Lilly and Company (NYSE:LLY – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 1,035 shares of the company’s... More of this article »
Union Savings Bank Invests $395,000 in Palo Alto Networks, Inc. $PANW
Union Savings Bank acquired a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 2,144 shares of the network technology... More of this article »
Thryve Wealth Management LLC Makes New Investment in Tesla, Inc. $TSLA
Thryve Wealth Management LLC bought a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Frankly (CVE:TLK) Share Price Passes Above Fifty Day Moving Average – Time to Sell?
Frankly Inc. (CVE:TLK – Get Free Report) crossed above its fifty day moving average during trading on Thursday . The stock has a fifty day moving average of C$0.44 and traded as high as C$0.44. Frankly shares last traded at C$0.44,... More of this article »
Calamos Dynamic Convertible and Income Fund (NASDAQ:CCD) Stock Crosses Above 50-Day Moving Average – Here’s Why
Calamos Dynamic Convertible and Income Fund (NASDAQ:CCD – Get Free Report)’s stock price crossed above its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of $24.54 and traded as... More of this article »
Meadowbrook Advisors Group LLC Takes $851,000 Position in Palo Alto Networks, Inc. $PANW
Meadowbrook Advisors Group LLC bought a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Newcrest Mining (OTCMKTS:NCMGY) Stock Passes Below 50-Day Moving Average – Should You Sell?
Newcrest Mining Limited (OTCMKTS:NCMGY – Get Free Report) shares passed below its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of $15.59 and traded as low as $15.38. Newcrest Mining... More of this article »
Henderson High Income Trust (LON:HHI) Stock Passes Above Fifty Day Moving Average – Time to Sell?
Henderson High Income Trust plc (LON:HHI – Get Free Report) crossed above its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of GBX 197.26 and traded as high as GBX 198.50. Henderson... More of this article »
Sunbelt Securities Inc. Sells 2,515 Shares of Lam Research Corporation $LRCX
Sunbelt Securities Inc. reduced its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 19.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 10,452 shares of the semiconductor company’s... More of this article »Sankala Group LLC Takes $595,000 Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Sankala Group LLC bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm bought 1,957 shares of the... More of this article »
Nolet Wealth Management LLC Purchases Shares of 2,543 Vanguard Total Stock Market ETF $VTI
Nolet Wealth Management LLC acquired a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Technology Select Sector SPDR Fund (NYSEARCA:XLK) Increases Dividend to $0.23 Per Share
Technology Select Sector SPDR Fund (NYSEARCA:XLK – Get Free Report) announced a quarterly dividend on Friday, January 2nd. Stockholders of record on Monday, June 22nd will be given a dividend of 0.2279 per share by the exchange... More of this article »
Consumer Discretionary Select Sector SPDR Fund (NYSEARCA:XLY) Raises Dividend to $0.23 Per Share
Consumer Discretionary Select Sector SPDR Fund (NYSEARCA:XLY – Get Free Report) announced a quarterly dividend on Wednesday, December 31st. Shareholders of record on Monday, June 22nd will be given a dividend of 0.2332 per share... More of this article »
Invesco International Dividend Achievers ETF (PID) To Go Ex-Dividend on June 22nd
Invesco International Dividend Achievers ETF (NASDAQ:PID – Get Free Report) declared a dividend on Friday, June 19th, NASDAQ Dividends reports. Investors of record on Monday, June 22nd will be paid a dividend of 0.3129 per share... More of this article »
Q2 (NYSE:QTWO) Shares Cross Below 200-Day Moving Average – Should You Sell?
Shares of Q2 Holdings, Inc. (NYSE:QTWO – Get Free Report) passed below its two hundred day moving average during trading on Thursday . The stock has a two hundred day moving average of $55.92 and traded as low as $42.47. Q2 shares... More of this article »
