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Graves Light Lenhart Wealth Inc. Has $2.27 Million Stock Position in Truist Financial Co. (NYSE:TFC)
Graves Light Lenhart Wealth Inc. lowered its holdings in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 0.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 52,220 shares... More of this article »
Greenfield Savings Bank Has $712,000 Position in The Cigna Group (NYSE:CI)
Greenfield Savings Bank lifted its holdings in The Cigna Group (NYSE:CI – Free Report) by 28.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,578... More of this article »
Wallace Advisory Group LLC Lowers Holdings in Ryan Specialty Holdings, Inc. (NYSE:RYAN)
Wallace Advisory Group LLC lowered its position in Ryan Specialty Holdings, Inc. (NYSE:RYAN – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,301... More of this article »
Grandview Asset Management LLC Increases Stock Holdings in SPDR Gold Shares (NYSEARCA:GLD)
Grandview Asset Management LLC grew its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 11.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Wright Investors Service Inc. Boosts Stock Position in Freeport-McMoRan Inc. (NYSE:FCX)
Wright Investors Service Inc. grew its holdings in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 33.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Dale Q Rice Investment Management Ltd Takes Position in Blackstone Inc. (NYSE:BX)
Dale Q Rice Investment Management Ltd bought a new position in Blackstone Inc. (NYSE:BX – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 9,574 shares of... More of this article »
Code Waechter LLC Raises Stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)
Code Waechter LLC raised its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 99.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Exeter Financial LLC Lowers Stock Position in Texas Instruments Incorporated (NASDAQ:TXN)
Exeter Financial LLC decreased its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Wright Investors Service Inc. Has $753,000 Stock Holdings in Target Co. (NYSE:TGT)
Wright Investors Service Inc. decreased its stake in Target Co. (NYSE:TGT – Free Report) by 25.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
AAFMAA Wealth Management & Trust LLC Has $1.80 Million Position in Equinix, Inc. (NASDAQ:EQIX)
AAFMAA Wealth Management & Trust LLC decreased its holdings in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) by 4.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) is Code Waechter LLC’s Largest Position
Code Waechter LLC raised its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 296.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
180 Wealth Advisors LLC Has $913,000 Position in Copart, Inc. (NASDAQ:CPRT)
180 Wealth Advisors LLC lowered its position in Copart, Inc. (NASDAQ:CPRT – Free Report) by 9.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 15,917... More of this article »
Scatec ASA (OTCMKTS:STECF) Short Interest Down 56.6% in December
Scatec ASA (OTCMKTS:STECF – Get Free Report) was the target of a large drop in short interest in December. As of December 31st, there was short interest totalling 103,500 shares, a drop of 56.6% from the December 15th total... More of this article »
RWE Aktiengesellschaft (OTCMKTS:RWEOY) Short Interest Update
RWE Aktiengesellschaft (OTCMKTS:RWEOY – 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 300 shares, a decrease of 57.1%... More of this article »
The Crypto Company (OTCMKTS:CRCW) Short Interest Down 62.1% in December
The Crypto Company (OTCMKTS:CRCW – Get Free Report) saw a significant drop in short interest during the month of December. As of December 31st, there was short interest totalling 674,500 shares, a drop of 62.1% from the December... More of this article »
Quantum Financial Advisors LLC Sells 320 Shares of Targa Resources Corp. (NYSE:TRGP)
Quantum Financial Advisors LLC trimmed its position in Targa Resources Corp. (NYSE:TRGP – Free Report) by 9.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 3,006 shares of the pipeline... More of this article »
Sharper & Granite LLC Purchases 750 Shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)
Sharper & Granite LLC grew its position in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 20.6% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Sharper & Granite LLC Acquires 704 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Sharper & Granite LLC lifted its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Central Securities Co. (NYSE:CET) Shares Bought by Quad Cities Investment Group LLC
Quad Cities Investment Group LLC raised its stake in shares of Central Securities Co. (NYSE:CET – Free Report) by 4.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB) Shares Purchased by Quad Cities Investment Group LLC
Quad Cities Investment Group LLC raised its position in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) by 5.5% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Quad Cities Investment Group LLC Acquires 4,146 Shares of Organon & Co. (NYSE:OGN)
Quad Cities Investment Group LLC lifted its holdings in shares of Organon & Co. (NYSE:OGN – Free Report) by 37.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Quad Cities Investment Group LLC Sells 764 Shares of Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA)
Quad Cities Investment Group LLC cut its holdings in Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by 7.9% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Moody National Bank Trust Division Sells 1,063 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)
Moody National Bank Trust Division trimmed its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 7.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
The Gabelli Utility Trust (GUT) To Go Ex-Dividend on January 16th
The Gabelli Utility Trust (NYSE:GUT – Get Free Report) announced a dividend on Thursday, November 14th,NASDAQ Dividends reports. Stockholders of record on Thursday, January 16th will be paid a dividend of 0.05 per share by the... More of this article »
State Street Co. (NYSE:STT) Shares Purchased by Global Financial Private Client LLC
Global Financial Private Client LLC raised its stake in shares of State Street Co. (NYSE:STT – Free Report) by 18.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
PCA Investment Advisory Services Inc. Sells 1,345 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)
PCA Investment Advisory Services Inc. trimmed its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 31.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
MRA Advisory Group Sells 52 Shares of Netflix, Inc. (NASDAQ:NFLX)
MRA Advisory Group decreased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 5.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 912 shares of the Internet television... More of this article »
Traveka Wealth LLC Takes Position in Invesco QQQ (NASDAQ:QQQ)
Traveka Wealth LLC purchased a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 1,331 shares of the exchange traded... More of this article »
Traveka Wealth LLC Acquires 7 Shares of Booking Holdings Inc. (NASDAQ:BKNG)
Traveka Wealth LLC boosted its holdings in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 8.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 92 shares of... More of this article »
AAFMAA Wealth Management & Trust LLC Sells 713 Shares of Stryker Co. (NYSE:SYK)
AAFMAA Wealth Management & Trust LLC decreased its stake in Stryker Co. (NYSE:SYK – Free Report) by 9.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Ellenbecker Investment Group Trims Stock Position in U.S. Bancorp (NYSE:USB)
Ellenbecker Investment Group decreased its position in U.S. Bancorp (NYSE:USB – Free Report) by 4.8% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 7,077 shares of the financial... More of this article »
Cullen Investment Group LTD. Has $2.15 Million Stake in The Progressive Co. (NYSE:PGR)
Cullen Investment Group LTD. cut its stake in shares of The Progressive Co. (NYSE:PGR – Free Report) by 3.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Gunderson Capital Management Inc. Purchases Shares of 15,846 The Travelers Companies, Inc. (NYSE:TRV)
Gunderson Capital Management Inc. acquired a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Ellenbecker Investment Group Trims Stock Position in Altria Group, Inc. (NYSE:MO)
Ellenbecker Investment Group decreased its position in Altria Group, Inc. (NYSE:MO – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Wallace Advisory Group LLC Trims Position in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL)
Wallace Advisory Group LLC trimmed its position in SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Invesco Ultra Short Duration ETF (NYSEARCA:GSY) Stake Lifted by McNaughton Wealth Management LLC
McNaughton Wealth Management LLC lifted its stake in shares of Invesco Ultra Short Duration ETF (NYSEARCA:GSY – Free Report) by 32.8% during the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Breakwater Capital Group Sells 131 Shares of Danaher Co. (NYSE:DHR)
Breakwater Capital Group reduced its holdings in shares of Danaher Co. (NYSE:DHR – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF) Shares Bought by Breakwater Capital Group
Breakwater Capital Group lifted its holdings in shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 1.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Tlwm Has $24.04 Million Stake in Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP)
Tlwm increased its holdings in shares of Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP – Free Report) by 12.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Invesco Fundamental Investment Grade Corporate Bond ETF (NYSEARCA:PFIG) Shares Purchased by Breakwater Capital Group
Breakwater Capital Group raised its stake in Invesco Fundamental Investment Grade Corporate Bond ETF (NYSEARCA:PFIG – Free Report) by 6.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »-2027-municipal-bond-etf-logo-1200x675.jpg?v=20230510111730&w=240&h=220&zc=2){kind=logo}
Tlwm Grows Holdings in Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR)
Tlwm increased its stake in Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Tlwm Acquires 531 Shares of Boston Scientific Co. (NYSE:BSX)
Tlwm boosted its holdings in shares of Boston Scientific Co. (NYSE:BSX – Free Report) by 3.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Hummer Financial Advisory Services Inc Has $728,000 Stock Holdings in 3M (NYSE:MMM)
Hummer Financial Advisory Services Inc decreased its position in 3M (NYSE:MMM – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Virtus Seix Senior Loan ETF (NYSEARCA:SEIX) Shares Bought by Ignite Planners LLC
Ignite Planners LLC lifted its holdings in shares of Virtus Seix Senior Loan ETF (NYSEARCA:SEIX – Free Report) by 2.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Exxon Mobil Co. (NYSE:XOM) Shares Sold by Consilio Wealth Advisors LLC
Consilio Wealth Advisors LLC decreased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Sivia Capital Partners LLC Sells 877 Shares of Exxon Mobil Co. (NYSE:XOM)
Sivia Capital Partners LLC trimmed its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 8.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Capital Investment Advisors LLC Grows Stock Position in Abbott Laboratories (NYSE:ABT)
Capital Investment Advisors LLC grew its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 0.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
29,780 Shares in FT Vest U.S. Equity Buffer ETF – December (BATS:FDEC) Acquired by Ignite Planners LLC
Ignite Planners LLC purchased a new stake in FT Vest U.S. Equity Buffer ETF – December (BATS:FDEC – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »