Home » Finance

Image for Harbour Capital Advisors LLC Has $4.15 Million Position in iShares Russell 1000 ETF (NYSEARCA:IWB)

Harbour Capital Advisors LLC Has $4.15 Million Position in iShares Russell 1000 ETF (NYSEARCA:IWB)

Harbour Capital Advisors LLC reduced its stake in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 11.0% 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 Clean Yield Group Sells 150 Shares of Genuine Parts (NYSE:GPC)

Clean Yield Group Sells 150 Shares of Genuine Parts (NYSE:GPC)

Clean Yield Group trimmed its holdings in Genuine Parts (NYSE:GPC – Free Report) by 6.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,117 shares... More of this article »
Image for JCIC Asset Management Inc. Purchases 884 Shares of Manulife Financial Co. (NYSE:MFC)

JCIC Asset Management Inc. Purchases 884 Shares of Manulife Financial Co. (NYSE:MFC)

JCIC Asset Management Inc. grew its holdings in Manulife Financial Co. (NYSE:MFC – Free Report) (TSE:MFC) by 16.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Sivia Capital Partners LLC Has $224,000 Holdings in GSK plc (NYSE:GSK)

Sivia Capital Partners LLC Has $224,000 Holdings in GSK plc (NYSE:GSK)

Sivia Capital Partners LLC raised its stake in GSK plc (NYSE:GSK – Free Report) by 29.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 6,610 shares... More of this article »
Image for Sivia Capital Partners LLC Raises Stock Position in The Southern Company (NYSE:SO)

Sivia Capital Partners LLC Raises Stock Position in The Southern Company (NYSE:SO)

Sivia Capital Partners LLC raised its stake in The Southern Company (NYSE:SO – Free Report) by 13.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Alerian MLP ETF (NYSEARCA:AMLP) is Searcy Financial Services Inc. ADV’s 6th Largest Position

Alerian MLP ETF (NYSEARCA:AMLP) is Searcy Financial Services Inc. ADV’s 6th Largest Position

Searcy Financial Services Inc. ADV increased its position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for International Flavors & Fragrances Inc. (NYSE:IFF) Shares Bought by Bar Harbor Wealth Management

International Flavors & Fragrances Inc. (NYSE:IFF) Shares Bought by Bar Harbor Wealth Management

Bar Harbor Wealth Management lifted its position in shares of International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) by 9.7% during the 4th quarter, according to the company in its most recent filing with the... More of this article »
Image for Airbnb, Inc. (NASDAQ:ABNB) Shares Sold by Abound Wealth Management

Airbnb, Inc. (NASDAQ:ABNB) Shares Sold by Abound Wealth Management

Abound Wealth Management trimmed its holdings in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for abrdn Global Income Fund, Inc. (NYSEAMERICAN:FCO) Announces Monthly Dividend of $0.07

abrdn Global Income Fund, Inc. (NYSEAMERICAN:FCO) Announces Monthly Dividend of $0.07

abrdn Global Income Fund, Inc. (NYSEAMERICAN:FCO – Get Free Report) declared a monthly dividend on Monday, January 13th,Wall Street Journal reports. Investors of record on Friday, January 24th will be given a dividend of 0.07... More of this article »
Image for Miracle Mile Advisors LLC Grows Stock Position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Miracle Mile Advisors LLC Grows Stock Position in Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ)

Miracle Mile Advisors LLC boosted its position in shares of Invesco California AMT-Free Municipal Bond ETF (NYSEARCA:PWZ – Free Report) by 6.8% in the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Miracle Mile Advisors LLC Makes New $7.77 Million Investment in SPDR S&P Capital Markets ETF (NYSEARCA:KCE)

Miracle Mile Advisors LLC Makes New $7.77 Million Investment in SPDR S&P Capital Markets ETF (NYSEARCA:KCE)

Miracle Mile Advisors LLC bought a new stake in shares of SPDR S&P Capital Markets ETF (NYSEARCA:KCE – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Shares Acquired by Horizon Wealth Management LLC

Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC) Shares Acquired by Horizon Wealth Management LLC

Horizon Wealth Management LLC lifted its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 17.2% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Horizon Wealth Management LLC Takes Position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Horizon Wealth Management LLC Takes Position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV)

Horizon Wealth Management LLC acquired a new position in SPDR S&P 500 ESG ETF (NYSEARCA:EFIV – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Conrad Siegel Investment Advisors Inc. Invests $80,000 in PIMCO California Municipal Income Fund III (NYSE:PZC)

Conrad Siegel Investment Advisors Inc. Invests $80,000 in PIMCO California Municipal Income Fund III (NYSE:PZC)

Conrad Siegel Investment Advisors Inc. acquired a new stake in shares of PIMCO California Municipal Income Fund III (NYSE:PZC – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Sunflower Bank N.A. Has $254,000 Stock Holdings in Arch Capital Group Ltd. (NASDAQ:ACGL)

Sunflower Bank N.A. Has $254,000 Stock Holdings in Arch Capital Group Ltd. (NASDAQ:ACGL)

Sunflower Bank N.A. lifted its stake in shares of Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 12.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Alphabet (NASDAQ:GOOGL) Trading Down 1.2%  – Here’s What Happened

Alphabet (NASDAQ:GOOGL) Trading Down 1.2% – Here’s What Happened

Shares of Alphabet Inc. (NASDAQ:GOOGL – Get Free Report) traded down 1.2% during mid-day trading on Monday . The company traded as low as $187.36 and last traded at $189.77. 7,504,154 shares traded hands during mid-day trading,... More of this article »
Image for Elevated Capital Advisors LLC Buys 1,165 Shares of Omnicom Group Inc. (NYSE:OMC)

Elevated Capital Advisors LLC Buys 1,165 Shares of Omnicom Group Inc. (NYSE:OMC)

Elevated Capital Advisors LLC increased its stake in Omnicom Group Inc. (NYSE:OMC – Free Report) by 13.8% 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 The Procter & Gamble Company (NYSE:PG) Holdings Cut by Elmwood Wealth Management Inc.

The Procter & Gamble Company (NYSE:PG) Holdings Cut by Elmwood Wealth Management Inc.

Elmwood Wealth Management Inc. decreased its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Elmwood Wealth Management Inc. Decreases Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

Elmwood Wealth Management Inc. Decreases Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

Elmwood Wealth Management Inc. reduced its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Elevated Capital Advisors LLC Purchases 2,077 Shares of Newmont Co. (NYSE:NEM)

Elevated Capital Advisors LLC Purchases 2,077 Shares of Newmont Co. (NYSE:NEM)

Elevated Capital Advisors LLC lifted its holdings in Newmont Co. (NYSE:NEM – Free Report) by 11.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for MaxCyte (NASDAQ:MXCT) Stock Price Up 8.2%  – Here’s Why

MaxCyte (NASDAQ:MXCT) Stock Price Up 8.2% – Here’s Why

MaxCyte, Inc. (NASDAQ:MXCT – Get Free Report)’s share price shot up 8.2% during trading on Monday . The stock traded as high as $4.76 and last traded at $4.76. 691,825 shares were traded during mid-day trading, an increase... More of this article »
Image for NextNav (NASDAQ:NN) Trading Up 5.8%  – Still a Buy?

NextNav (NASDAQ:NN) Trading Up 5.8% – Still a Buy?

Shares of NextNav Inc. (NASDAQ:NN – Get Free Report) rose 5.8% on Monday . The stock traded as high as $12.80 and last traded at $12.67. Approximately 900,839 shares changed hands during trading, a decline of 65% from the average... More of this article »
Image for Invesco Russell 1000 Equal Weight ETF (NYSEARCA:EQAL) Shares Acquired by Davis Investment Partners LLC

Invesco Russell 1000 Equal Weight ETF (NYSEARCA:EQAL) Shares Acquired by Davis Investment Partners LLC

Davis Investment Partners LLC raised its holdings in Invesco Russell 1000 Equal Weight ETF (NYSEARCA:EQAL – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for 11,035 Shares in Dell Technologies Inc. (NYSE:DELL) Acquired by Burns J W & Co. Inc. NY

11,035 Shares in Dell Technologies Inc. (NYSE:DELL) Acquired by Burns J W & Co. Inc. NY

Burns J W & Co. Inc. NY acquired a new stake in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) 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 Ehrlich Financial Group Buys 6,357 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Ehrlich Financial Group Buys 6,357 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Ehrlich Financial Group grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 266.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Burns J W & Co. Inc. NY Decreases Stock Position in Lamb Weston Holdings, Inc. (NYSE:LW)

Burns J W & Co. Inc. NY Decreases Stock Position in Lamb Weston Holdings, Inc. (NYSE:LW)

Burns J W & Co. Inc. NY trimmed its stake in shares of Lamb Weston Holdings, Inc. (NYSE:LW – Free Report) by 26.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Ehrlich Financial Group Takes $181,000 Position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)

Ehrlich Financial Group Takes $181,000 Position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)

Ehrlich Financial Group bought a new position in shares of First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Sunflower Bank N.A. Has $6.10 Million Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Sunflower Bank N.A. Has $6.10 Million Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Sunflower Bank N.A. boosted its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Ehrlich Financial Group Trims Position in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)

Ehrlich Financial Group Trims Position in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT)

Ehrlich Financial Group lowered its holdings in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 2.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for CVR Partners (NYSE:UAN) Shares Up 5.6%  – Here’s What Happened

CVR Partners (NYSE:UAN) Shares Up 5.6% – Here’s What Happened

CVR Partners, LP (NYSE:UAN – Get Free Report)’s stock price rose 5.6% during trading on Monday . The company traded as high as $80.25 and last traded at $79.30. Approximately 74,613 shares changed hands during mid-day trading,... More of this article »
Image for RediShred Capital (CVE:KUT) Reaches New 12-Month High  – What’s Next?

RediShred Capital (CVE:KUT) Reaches New 12-Month High – What’s Next?

RediShred Capital Corp. (CVE:KUT – Get Free Report)’s stock price reached a new 52-week high during trading on Monday . The company traded as high as C$4.91 and last traded at C$4.93, with a volume of 55800 shares changing... More of this article »
Image for Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK) Sees Unusually-High Trading Volume  – Time to Buy?

Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK) Sees Unusually-High Trading Volume – Time to Buy?

Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK – Get Free Report) shares saw unusually-strong trading volume on Monday . Approximately 97,735 shares changed hands during mid-day trading, an increase of 424% from the previous... More of this article »
Image for Steppe Gold Ltd. (OTCMKTS:STPGF) Sees Significant Drop in Short Interest

Steppe Gold Ltd. (OTCMKTS:STPGF) Sees Significant Drop in Short Interest

Steppe Gold Ltd. (OTCMKTS:STPGF – Get Free Report) was the recipient of a large decrease in short interest in December. As of December 31st, there was short interest totalling 100 shares, a decrease of 99.4% from the December... More of this article »
Image for Surge Components, Inc. (OTCMKTS:SPRS) Short Interest Update

Surge Components, Inc. (OTCMKTS:SPRS) Short Interest Update

Surge Components, Inc. (OTCMKTS:SPRS – Get Free Report) was the recipient of a large decrease in short interest in the month of December. As of December 31st, there was short interest totalling 100 shares, a decrease of 88.9%... More of this article »
Image for Eastern Bank Cuts Position in Novartis AG (NYSE:NVS)

Eastern Bank Cuts Position in Novartis AG (NYSE:NVS)

Eastern Bank decreased its stake in Novartis AG (NYSE:NVS – Free Report) by 46.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 92,566 shares of the company’s... More of this article »
Image for Eastern Bank Lowers Stake in American Electric Power Company, Inc. (NASDAQ:AEP)

Eastern Bank Lowers Stake in American Electric Power Company, Inc. (NASDAQ:AEP)

Eastern Bank cut its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Eastern Bank Has $7.07 Million Stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Eastern Bank Has $7.07 Million Stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO)

Eastern Bank trimmed its position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 1.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Grassi Investment Management Sells 1,000 Shares of Enterprise Products Partners L.P. (NYSE:EPD)

Grassi Investment Management Sells 1,000 Shares of Enterprise Products Partners L.P. (NYSE:EPD)

Grassi Investment Management decreased its position in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Image for Bridge Creek Capital Management LLC Grows Holdings in CVS Health Co. (NYSE:CVS)

Bridge Creek Capital Management LLC Grows Holdings in CVS Health Co. (NYSE:CVS)

Bridge Creek Capital Management LLC increased its stake in CVS Health Co. (NYSE:CVS – Free Report) by 0.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Bank of America Co. (NYSE:BAC) Shares Bought by Enterprise Bank & Trust Co

Bank of America Co. (NYSE:BAC) Shares Bought by Enterprise Bank & Trust Co

Enterprise Bank & Trust Co grew its position in Bank of America Co. (NYSE:BAC – Free Report) by 3.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Eastern Bank Acquires 2,853 Shares of Ecolab Inc. (NYSE:ECL)

Eastern Bank Acquires 2,853 Shares of Ecolab Inc. (NYSE:ECL)

Eastern Bank grew its holdings in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Elevated Capital Advisors LLC Cuts Stock Position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Elevated Capital Advisors LLC Cuts Stock Position in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY)

Elevated Capital Advisors LLC reduced its stake in First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) by 38.6% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Verizon Communications Inc. (NYSE:VZ) Shares Purchased by Elevated Capital Advisors LLC

Verizon Communications Inc. (NYSE:VZ) Shares Purchased by Elevated Capital Advisors LLC

Elevated Capital Advisors LLC increased its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 6.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Shares Sold by Elevated Capital Advisors LLC

iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Shares Sold by Elevated Capital Advisors LLC

Elevated Capital Advisors LLC trimmed its position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 65.0% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Elevated Capital Advisors LLC Has $2.17 Million Stock Holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Elevated Capital Advisors LLC Has $2.17 Million Stock Holdings in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW)

Elevated Capital Advisors LLC grew its position in AllianzIM U.S. Large Cap Buffer20 Jul ETF (NYSEARCA:JULW – Free Report) by 41.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Friedenthal Financial Buys New Shares in Confluent, Inc. (NASDAQ:CFLT)

Friedenthal Financial Buys New Shares in Confluent, Inc. (NASDAQ:CFLT)

Friedenthal Financial purchased a new position in shares of Confluent, Inc. (NASDAQ:CFLT – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 27,103 shares of the company’s... More of this article »
Image for Elevated Capital Advisors LLC Increases Stock Holdings in PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ)

Elevated Capital Advisors LLC Increases Stock Holdings in PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ)

Elevated Capital Advisors LLC boosted its position in shares of PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ – Free Report) by 22.9% during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Friedenthal Financial Acquires New Stake in Global X Lithium & Battery Tech ETF (NYSEARCA:LIT)

Friedenthal Financial Acquires New Stake in Global X Lithium & Battery Tech ETF (NYSEARCA:LIT)

Friedenthal Financial bought a new position in Global X Lithium & Battery Tech ETF (NYSEARCA:LIT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 20,984 Shares in CarGurus, Inc. (NASDAQ:CARG) Bought by Friedenthal Financial

20,984 Shares in CarGurus, Inc. (NASDAQ:CARG) Bought by Friedenthal Financial

Friedenthal Financial purchased a new position in shares of CarGurus, Inc. (NASDAQ:CARG – 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 Friedenthal Financial Lowers Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Friedenthal Financial Lowers Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Friedenthal Financial trimmed its holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 5.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »