Home » Finance

Image for J.W. Cole Advisors Inc. Trims Stock Holdings in Vanguard Large-Cap ETF (NYSEARCA:VV)

J.W. Cole Advisors Inc. Trims Stock Holdings in Vanguard Large-Cap ETF (NYSEARCA:VV)

J.W. Cole Advisors Inc. lowered its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 10.6% in the fourth quarter, HoldingsChannel reports. The firm owned 9,169 shares of the company’s stock after selling... More of this article »
Image for J.W. Cole Advisors Inc. Lowers Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

J.W. Cole Advisors Inc. Lowers Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

J.W. Cole Advisors Inc. cut its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 0.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 28,467 shares of the exchange traded fund’s... More of this article »
Image for Onyx Bridge Wealth Group LLC Purchases Shares of 849 Salesforce, Inc. (NYSE:CRM)

Onyx Bridge Wealth Group LLC Purchases Shares of 849 Salesforce, Inc. (NYSE:CRM)

Onyx Bridge Wealth Group LLC acquired a new position in Salesforce, Inc. (NYSE:CRM – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 849 shares of the CRM provider’s stock,... More of this article »
Image for J.W. Cole Advisors Inc. Raises Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

J.W. Cole Advisors Inc. Raises Stock Position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

J.W. Cole Advisors Inc. increased its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 513.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 118,136 shares of the company’s... More of this article »
Image for Calamos Advisors LLC Buys New Stake in Veralto Co. (NYSE:VLTO)

Calamos Advisors LLC Buys New Stake in Veralto Co. (NYSE:VLTO)

Calamos Advisors LLC purchased a new position in shares of Veralto Co. (NYSE:VLTO – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased... More of this article »
Image for Davidson Trust Co. Purchases 220 Shares of Exxon Mobil Co. (NYSE:XOM)

Davidson Trust Co. Purchases 220 Shares of Exxon Mobil Co. (NYSE:XOM)

Davidson Trust Co. increased its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 29,847... More of this article »
Image for HTLF Bank Purchases Shares of 1,467 Marsh & McLennan Companies, Inc. (NYSE:MMC)

HTLF Bank Purchases Shares of 1,467 Marsh & McLennan Companies, Inc. (NYSE:MMC)

HTLF Bank acquired a new position in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for HTLF Bank Makes New Investment in Exxon Mobil Co. (NYSE:XOM)

HTLF Bank Makes New Investment in Exxon Mobil Co. (NYSE:XOM)

HTLF Bank acquired a new position in Exxon Mobil Co. (NYSE:XOM – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 32,569... More of this article »
Image for Knights of Columbus Asset Advisors LLC Acquires 1,003 Shares of Alphabet Inc. (NASDAQ:GOOG)

Knights of Columbus Asset Advisors LLC Acquires 1,003 Shares of Alphabet Inc. (NASDAQ:GOOG)

Knights of Columbus Asset Advisors LLC grew its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.0% in 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 365 Shares in Lam Research Co. (NASDAQ:LRCX) Bought by Zhang Financial LLC

365 Shares in Lam Research Co. (NASDAQ:LRCX) Bought by Zhang Financial LLC

Zhang Financial LLC acquired a new position in Lam Research Co. (NASDAQ:LRCX – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 365 shares of the semiconductor company’s stock, valued... More of this article »
Image for Knights of Columbus Asset Advisors LLC Boosts Stock Holdings in Super Micro Computer, Inc. (NASDAQ:SMCI)

Knights of Columbus Asset Advisors LLC Boosts Stock Holdings in Super Micro Computer, Inc. (NASDAQ:SMCI)

Knights of Columbus Asset Advisors LLC boosted its stake in shares of Super Micro Computer, Inc. (NASDAQ:SMCI – Free Report) by 102.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 12,052 shares of the... More of this article »
Image for Beaumont Financial Advisors LLC Buys 296 Shares of Alphabet Inc. (NASDAQ:GOOG)

Beaumont Financial Advisors LLC Buys 296 Shares of Alphabet Inc. (NASDAQ:GOOG)

Beaumont Financial Advisors LLC raised its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 26,542 shares... More of this article »
Image for Wetzel Investment Advisors Inc. Makes New Investment in Kinder Morgan, Inc. (NYSE:KMI)

Wetzel Investment Advisors Inc. Makes New Investment in Kinder Morgan, Inc. (NYSE:KMI)

Wetzel Investment Advisors Inc. bought a new position in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm bought 5,181 shares of the pipeline company’s... More of this article »
Image for Zhang Financial LLC Lowers Position in Intel Co. (NASDAQ:INTC)

Zhang Financial LLC Lowers Position in Intel Co. (NASDAQ:INTC)

Zhang Financial LLC reduced its holdings in shares of Intel Co. (NASDAQ:INTC – Free Report) by 25.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Resonant Capital Advisors LLC Purchases 189 Shares of Steel Dynamics, Inc. (NASDAQ:STLD)

Resonant Capital Advisors LLC Purchases 189 Shares of Steel Dynamics, Inc. (NASDAQ:STLD)

Resonant Capital Advisors LLC increased its position in shares of Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Ninepoint Partners LP Has $643,000 Position in Exxon Mobil Co. (NYSE:XOM)

Ninepoint Partners LP Has $643,000 Position in Exxon Mobil Co. (NYSE:XOM)

Ninepoint Partners LP increased its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 14.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 6,434 shares of the oil and gas company’s... More of this article »
Image for American Express (NYSE:AXP) Announces  Earnings Results, Beats Expectations By $0.36 EPS

American Express (NYSE:AXP) Announces Earnings Results, Beats Expectations By $0.36 EPS

American Express (NYSE:AXP) announced its earnings results on Friday. The payment services company reported $3.33 earnings per share for the quarter, beating analysts’ consensus estimates of $2.97 by $0.36, Briefing.com reports.... More of this article »
Image for J.W. Cole Advisors Inc. Acquires 2,401 Shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU)

J.W. Cole Advisors Inc. Acquires 2,401 Shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU)

J.W. Cole Advisors Inc. increased its holdings in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU – Free Report) by 21.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 13,418 shares of the... More of this article »
Image for J.W. Cole Advisors Inc. Boosts Holdings in Lowe’s Companies, Inc. (NYSE:LOW)

J.W. Cole Advisors Inc. Boosts Holdings in Lowe’s Companies, Inc. (NYSE:LOW)

J.W. Cole Advisors Inc. boosted its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 21.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for J.W. Cole Advisors Inc. Takes $1.54 Million Position in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ)

J.W. Cole Advisors Inc. Takes $1.54 Million Position in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ)

J.W. Cole Advisors Inc. bought a new stake in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for J.W. Cole Advisors Inc. Buys 349 Shares of Wells Fargo & Company (NYSE:WFC)

J.W. Cole Advisors Inc. Buys 349 Shares of Wells Fargo & Company (NYSE:WFC)

J.W. Cole Advisors Inc. lifted its stake in Wells Fargo & Company (NYSE:WFC) by 1.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Wetzel Investment Advisors Inc. Invests $290,000 in Visa Inc. (NYSE:V)

Wetzel Investment Advisors Inc. Invests $290,000 in Visa Inc. (NYSE:V)

Wetzel Investment Advisors Inc. acquired a new position in shares of Visa Inc. (NYSE:V – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 1,113 shares... More of this article »
Image for Institute for Wealth Management LLC. Has $319,000 Holdings in Electronic Arts Inc. (NASDAQ:EA)

Institute for Wealth Management LLC. Has $319,000 Holdings in Electronic Arts Inc. (NASDAQ:EA)

Institute for Wealth Management LLC. decreased its holdings in shares of Electronic Arts Inc. (NASDAQ:EA – Free Report) by 5.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Avior Wealth Management LLC Sells 884 Shares of Dominion Energy, Inc. (NYSE:D)

Avior Wealth Management LLC Sells 884 Shares of Dominion Energy, Inc. (NYSE:D)

Avior Wealth Management LLC reduced its holdings in shares of Dominion Energy, Inc. (NYSE:D – Free Report) by 45.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Resonant Capital Advisors LLC Acquires New Holdings in Darden Restaurants, Inc. (NYSE:DRI)

Resonant Capital Advisors LLC Acquires New Holdings in Darden Restaurants, Inc. (NYSE:DRI)

Resonant Capital Advisors LLC purchased a new stake in Darden Restaurants, Inc. (NYSE:DRI – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 1,319 shares of the restaurant... More of this article »
Image for Strs Ohio Sells 383 Shares of Exact Sciences Co. (NASDAQ:EXAS)

Strs Ohio Sells 383 Shares of Exact Sciences Co. (NASDAQ:EXAS)

Strs Ohio lowered its stake in Exact Sciences Co. (NASDAQ:EXAS – Free Report) by 1.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 22,899 shares of the medical research company’s... More of this article »
Image for Greenleaf Trust Boosts Stock Position in The Allstate Co. (NYSE:ALL)

Greenleaf Trust Boosts Stock Position in The Allstate Co. (NYSE:ALL)

Greenleaf Trust grew its holdings in shares of The Allstate Co. (NYSE:ALL – Free Report) by 5.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 10,687 shares of the insurance provider’s... More of this article »
Image for Greenleaf Trust Sells 76 Shares of Northrop Grumman Co. (NYSE:NOC)

Greenleaf Trust Sells 76 Shares of Northrop Grumman Co. (NYSE:NOC)

Greenleaf Trust lessened its stake in shares of Northrop Grumman Co. (NYSE:NOC – Free Report) by 2.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 3,346 shares of the aerospace company’s stock... More of this article »
Image for Greenleaf Trust Acquires 298 Shares of Aflac Incorporated (NYSE:AFL)

Greenleaf Trust Acquires 298 Shares of Aflac Incorporated (NYSE:AFL)

Greenleaf Trust raised its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 1.8% during the fourth quarter, HoldingsChannel reports. The fund owned 16,779 shares of the financial services provider’s... More of this article »
Image for Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG) Shares Sold by Greenleaf Trust

Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG) Shares Sold by Greenleaf Trust

Greenleaf Trust lowered its position in Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) by 0.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Greenleaf Trust Boosts Stock Position in Shell plc (NYSE:SHEL)

Greenleaf Trust Boosts Stock Position in Shell plc (NYSE:SHEL)

Greenleaf Trust grew its stake in shares of Shell plc (NYSE:SHEL – Free Report) by 12.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Greenleaf Trust Acquires 89 Shares of Trane Technologies plc (NYSE:TT)

Greenleaf Trust Acquires 89 Shares of Trane Technologies plc (NYSE:TT)

Greenleaf Trust grew its holdings in Trane Technologies plc (NYSE:TT – Free Report) by 1.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,577 shares... More of this article »
Image for SVB Wealth LLC Purchases 1,150 Shares of Edwards Lifesciences Co. (NYSE:EW)

SVB Wealth LLC Purchases 1,150 Shares of Edwards Lifesciences Co. (NYSE:EW)

SVB Wealth LLC lifted its position in shares of Edwards Lifesciences Co. (NYSE:EW – Free Report) by 23.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for JPMorgan US Quality Factor ETF (NYSEARCA:JQUA) Shares Bought by J.W. Cole Advisors Inc.

JPMorgan US Quality Factor ETF (NYSEARCA:JQUA) Shares Bought by J.W. Cole Advisors Inc.

J.W. Cole Advisors Inc. lifted its stake in shares of JPMorgan US Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 12.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 81,814 shares of the company’s... More of this article »
Image for PermRock Royalty Trust (PRT) to Issue Monthly Dividend of $0.03 on  May 14th

PermRock Royalty Trust (PRT) to Issue Monthly Dividend of $0.03 on May 14th

PermRock Royalty Trust (NYSE:PRT – Get Free Report) declared a monthly dividend on Friday, April 19th, investing.com reports. Stockholders of record on Tuesday, April 30th will be paid a dividend of 0.0307 per share on Tuesday,... More of this article »
Image for Beaumont Financial Advisors LLC Reduces Holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Beaumont Financial Advisors LLC Reduces Holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Beaumont Financial Advisors LLC lowered its position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 14.9% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Zurcher Kantonalbank Zurich Cantonalbank Sells 237,192 Shares of Marathon Oil Co. (NYSE:MRO)

Zurcher Kantonalbank Zurich Cantonalbank Sells 237,192 Shares of Marathon Oil Co. (NYSE:MRO)

Zurcher Kantonalbank Zurich Cantonalbank cut its stake in Marathon Oil Co. (NYSE:MRO – Free Report) by 39.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Graypoint LLC Cuts Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Graypoint LLC Cuts Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Graypoint LLC decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 9.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Live Oak Private Wealth LLC

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC reduced its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOGL) Shares Acquired by Joseph P. Lucia & Associates LLC

Alphabet Inc. (NASDAQ:GOOGL) Shares Acquired by Joseph P. Lucia & Associates LLC

Joseph P. Lucia & Associates LLC grew its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Ingalls & Snyder LLC

Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Ingalls & Snyder LLC

Ingalls & Snyder LLC reduced its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 322,627... More of this article »
Image for 733 Shares in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Bought by Wetzel Investment Advisors Inc.

733 Shares in Schwab US Dividend Equity ETF (NYSEARCA:SCHD) Bought by Wetzel Investment Advisors Inc.

Wetzel Investment Advisors Inc. acquired a new stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Prudential Financial, Inc. (NYSE:PRU) Shares Sold by Calamos Advisors LLC

Prudential Financial, Inc. (NYSE:PRU) Shares Sold by Calamos Advisors LLC

Calamos Advisors LLC decreased its position in Prudential Financial, Inc. (NYSE:PRU – Free Report) by 1.3% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 63,999 shares of the financial services... More of this article »
Image for Fidelis Capital Partners LLC Makes New Investment in Xylem Inc. (NYSE:XYL)

Fidelis Capital Partners LLC Makes New Investment in Xylem Inc. (NYSE:XYL)

Fidelis Capital Partners LLC bought a new position in shares of Xylem Inc. (NYSE:XYL – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Calamos Advisors LLC Buys 1,006 Shares of Kenvue Inc. (NYSE:KVUE)

Calamos Advisors LLC Buys 1,006 Shares of Kenvue Inc. (NYSE:KVUE)

Calamos Advisors LLC increased its stake in Kenvue Inc. (NYSE:KVUE – Free Report) by 0.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 157,944 shares... More of this article »
Image for Fidelis Capital Partners LLC Buys Shares of 1,383 Owens Corning (NYSE:OC)

Fidelis Capital Partners LLC Buys Shares of 1,383 Owens Corning (NYSE:OC)

Fidelis Capital Partners LLC purchased a new position in Owens Corning (NYSE:OC – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,383 shares of the construction... More of this article »
Image for Fidelis Capital Partners LLC Purchases New Shares in Regions Financial Co. (NYSE:RF)

Fidelis Capital Partners LLC Purchases New Shares in Regions Financial Co. (NYSE:RF)

Fidelis Capital Partners LLC purchased a new stake in shares of Regions Financial Co. (NYSE:RF – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Fidelis Capital Partners LLC Invests $234,000 in Domino’s Pizza, Inc. (NYSE:DPZ)

Fidelis Capital Partners LLC Invests $234,000 in Domino’s Pizza, Inc. (NYSE:DPZ)

Fidelis Capital Partners LLC acquired a new position in shares of Domino’s Pizza, Inc. (NYSE:DPZ – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Fidelis Capital Partners LLC Sells 531 Shares of Occidental Petroleum Co. (NYSE:OXY)

Fidelis Capital Partners LLC Sells 531 Shares of Occidental Petroleum Co. (NYSE:OXY)

Fidelis Capital Partners LLC lessened its holdings in Occidental Petroleum Co. (NYSE:OXY – Free Report) by 13.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 3,521... More of this article »
Image for Calamos Advisors LLC Decreases Stake in CBIZ, Inc. (NYSE:CBZ)

Calamos Advisors LLC Decreases Stake in CBIZ, Inc. (NYSE:CBZ)

Calamos Advisors LLC cut its holdings in CBIZ, Inc. (NYSE:CBZ – Free Report) by 1.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor ... More of this article »