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Image for iShares Core MSCI EAFE ETF $IEFA Shares Sold by Makena Capital Management LLC

iShares Core MSCI EAFE ETF $IEFA Shares Sold by Makena Capital Management LLC

Makena Capital Management LLC decreased its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 19.9% in the fourth quarter, Holdings Channel reports. The fund owned 934,336 shares of the company’s... More of this article »
Image for Ridgeline Wealth Planning LLC Makes New Investment in iShares Gold Trust $IAU

Ridgeline Wealth Planning LLC Makes New Investment in iShares Gold Trust $IAU

Ridgeline Wealth Planning LLC acquired a new stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for JPMorgan Ultra-Short Income ETF $JPST Shares Sold by Ridgeline Wealth Planning LLC

JPMorgan Ultra-Short Income ETF $JPST Shares Sold by Ridgeline Wealth Planning LLC

Ridgeline Wealth Planning LLC lessened its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 9.1% in the 4th quarter, HoldingsChannel reports. The fund owned 394,281 shares of the company’s... More of this article »
Image for Financial Partners Group Inc Has $4.31 Million Holdings in VanEck Morningstar Wide Moat ETF $MOAT

Financial Partners Group Inc Has $4.31 Million Holdings in VanEck Morningstar Wide Moat ETF $MOAT

Financial Partners Group Inc cut its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 16.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 41,115 shares of the company’s... More of this article »
Image for Proficient Auto Logistics (NASDAQ:PAL) Downgraded by Zacks Research to Strong Sell

Proficient Auto Logistics (NASDAQ:PAL) Downgraded by Zacks Research to Strong Sell

Proficient Auto Logistics (NASDAQ:PAL – Get Free Report) was downgraded by research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research note issued to investors on Thursday,Zacks.com... More of this article »
Image for Pursuit Attractions and Hospitality (NYSE:PRSU) Raised to Strong-Buy at Zacks Research

Pursuit Attractions and Hospitality (NYSE:PRSU) Raised to Strong-Buy at Zacks Research

Pursuit Attractions and Hospitality (NYSE:PRSU – Get Free Report) was upgraded by research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients... More of this article »
Image for Manning & Napier Advisors LLC Acquires 385,248 Shares of SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Manning & Napier Advisors LLC Acquires 385,248 Shares of SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Manning & Napier Advisors LLC lifted its stake in SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 19.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Horizon Investments LLC Has $633,000 Position in Sensient Technologies Corporation $SXT

Horizon Investments LLC Has $633,000 Position in Sensient Technologies Corporation $SXT

Horizon Investments LLC lowered its stake in shares of Sensient Technologies Corporation (NYSE:SXT – Free Report) by 56.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Pearl Planning LLC Purchases Shares of 32,778 Vanguard Short-Term Bond ETF $BSV

Pearl Planning LLC Purchases Shares of 32,778 Vanguard Short-Term Bond ETF $BSV

Pearl Planning LLC purchased a new stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 32,778 shares... More of this article »
Image for Wizz Air Holdings Plc (OTCMKTS:WZZZY) Receives Average Rating of “Hold” from Brokerages

Wizz Air Holdings Plc (OTCMKTS:WZZZY) Receives Average Rating of “Hold” from Brokerages

Shares of Wizz Air Holdings Plc (OTCMKTS:WZZZY – Get Free Report) have been given a consensus rating of “Hold” by the six brokerages that are presently covering the firm, Marketbeat Ratings reports. Five analysts... More of this article »
Image for International Assets Investment Management LLC Sells 33,639 Shares of Pacer US Cash Cows 100 ETF $COWZ

International Assets Investment Management LLC Sells 33,639 Shares of Pacer US Cash Cows 100 ETF $COWZ

International Assets Investment Management LLC trimmed its position in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 46.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Generali Asset Management SPA SGR Purchases 4,599 Shares of Norfolk Southern Corporation $NSC

Generali Asset Management SPA SGR Purchases 4,599 Shares of Norfolk Southern Corporation $NSC

Generali Asset Management SPA SGR lifted its position in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 48.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Roku (NASDAQ:ROKU) Reaches New 1-Year High  – Still a Buy?

Roku (NASDAQ:ROKU) Reaches New 1-Year High – Still a Buy?

Roku, Inc. (NASDAQ:ROKU – Get Free Report)’s stock price hit a new 52-week high during mid-day trading on Thursday . The company traded as high as $128.53 and last traded at $127.98, with a volume of 2499993 shares changing... More of this article »
Image for Vanguard Mid-Cap ETF (NYSEARCA:VO) Hits New 1-Year High  – What’s Next?

Vanguard Mid-Cap ETF (NYSEARCA:VO) Hits New 1-Year High – What’s Next?

Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Free Report) shares hit a new 52-week high during trading on Thursday . The stock traded as high as $78.36 and last traded at $78.20, with a volume of 2238452 shares traded. The stock had... More of this article »
Image for Atlanta Braves (NASDAQ:BATRK) Sets New 12-Month High  – Time to Buy?

Atlanta Braves (NASDAQ:BATRK) Sets New 12-Month High – Time to Buy?

Atlanta Braves Holdings, Inc. (NASDAQ:BATRK – Get Free Report) shares reached a new 52-week high on Thursday . The stock traded as high as $52.05 and last traded at $51.09, with a volume of 939601 shares trading hands. The stock... More of this article »
Image for Global Trust Wealth Management LLC Purchases Shares of 5,760 Alphabet Inc. $GOOGL

Global Trust Wealth Management LLC Purchases Shares of 5,760 Alphabet Inc. $GOOGL

Global Trust Wealth Management LLC acquired a new position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Iams Wealth Management LLC Raises Stock Position in Microsoft Corporation $MSFT

Iams Wealth Management LLC Raises Stock Position in Microsoft Corporation $MSFT

Iams Wealth Management LLC grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 22.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Lighthouse Financial Services Inc. ADV Makes New Investment in Truist Financial Corporation $TFC

Lighthouse Financial Services Inc. ADV Makes New Investment in Truist Financial Corporation $TFC

Lighthouse Financial Services Inc. ADV acquired a new position in Truist Financial Corporation (NYSE:TFC – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired... More of this article »
Image for Patten & Patten Inc. TN Buys 119,633 Shares of Invesco S&P 500 Equal Weight Technology ETF $RSPT

Patten & Patten Inc. TN Buys 119,633 Shares of Invesco S&P 500 Equal Weight Technology ETF $RSPT

Patten & Patten Inc. TN raised its stake in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) by 156.1% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for 5,676 Shares in Paychex, Inc. $PAYX Purchased by Lighthouse Financial Services Inc. ADV

5,676 Shares in Paychex, Inc. $PAYX Purchased by Lighthouse Financial Services Inc. ADV

Lighthouse Financial Services Inc. ADV purchased a new position in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for iShares Global Tech ETF $IXN Shares Bought by Patten & Patten Inc. TN

iShares Global Tech ETF $IXN Shares Bought by Patten & Patten Inc. TN

Patten & Patten Inc. TN lifted its holdings in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Patten & Patten Inc. TN Has $7.99 Million Stock Holdings in A. O. Smith Corporation $AOS

Patten & Patten Inc. TN Has $7.99 Million Stock Holdings in A. O. Smith Corporation $AOS

Patten & Patten Inc. TN cut its position in A. O. Smith Corporation (NYSE:AOS – Free Report) by 8.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 119,407 shares... More of this article »
Image for Patten & Patten Inc. TN Sells 29,751 Shares of JPMorgan Equity Premium Income ETF $JEPI

Patten & Patten Inc. TN Sells 29,751 Shares of JPMorgan Equity Premium Income ETF $JEPI

Patten & Patten Inc. TN lowered its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 8.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 302,698 shares... More of this article »
Image for Patten & Patten Inc. TN Trims Holdings in UnitedHealth Group Incorporated $UNH

Patten & Patten Inc. TN Trims Holdings in UnitedHealth Group Incorporated $UNH

Patten & Patten Inc. TN cut its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 8.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for NiSource (NYSE:NI) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

NiSource (NYSE:NI) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says

NiSource (NYSE:NI – Get Free Report) had its target price upped by stock analysts at Wells Fargo & Company from $51.00 to $52.00 in a research note issued on Thursday,Benzinga reports. The brokerage presently has an “overweight”... More of this article »
Image for Keefe, Bruyette & Woods Has Lowered Expectations for Offerpad Solutions (NYSE:OPAD) Stock Price

Keefe, Bruyette & Woods Has Lowered Expectations for Offerpad Solutions (NYSE:OPAD) Stock Price

Offerpad Solutions (NYSE:OPAD – Get Free Report) had its price target dropped by analysts at Keefe, Bruyette & Woods from $1.00 to $0.85 in a note issued to investors on Thursday,Benzinga reports. The firm presently has... More of this article »
Image for Crossmark Global Holdings Inc. Sells 34,063 Shares of Automatic Data Processing, Inc. $ADP

Crossmark Global Holdings Inc. Sells 34,063 Shares of Automatic Data Processing, Inc. $ADP

Crossmark Global Holdings Inc. reduced its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 35.4% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 62,116... More of this article »
Image for MGO One Seven LLC Raises Stock Position in Capital One Financial Corporation $COF

MGO One Seven LLC Raises Stock Position in Capital One Financial Corporation $COF

MGO One Seven LLC raised its position in Capital One Financial Corporation (NYSE:COF) by 303.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 33,410 shares... More of this article »
Image for Mitsubishi UFJ Asset Management Co. Ltd. Has $54.33 Million Stock Position in PPG Industries, Inc. $PPG

Mitsubishi UFJ Asset Management Co. Ltd. Has $54.33 Million Stock Position in PPG Industries, Inc. $PPG

Mitsubishi UFJ Asset Management Co. Ltd. decreased its position in PPG Industries, Inc. (NYSE:PPG – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Comparing First Guaranty Bancshares (NASDAQ:FGBI) & First Bancorp (NASDAQ:FBNC)

Comparing First Guaranty Bancshares (NASDAQ:FGBI) & First Bancorp (NASDAQ:FBNC)

First Guaranty Bancshares (NASDAQ:FGBI – Get Free Report) and First Bancorp (NASDAQ:FBNC – Get Free Report) are both finance companies, but which is the better business? We will compare the two businesses based on the strength... More of this article »
Image for Dover Corporation $DOV Shares Acquired by Mitsubishi UFJ Asset Management Co. Ltd.

Dover Corporation $DOV Shares Acquired by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in Dover Corporation (NYSE:DOV – Free Report) by 5.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 315,504 shares of the industrial products... More of this article »
Image for International Assets Investment Management LLC Purchases 14,752 Shares of iShares Floating Rate Bond ETF $FLOT

International Assets Investment Management LLC Purchases 14,752 Shares of iShares Floating Rate Bond ETF $FLOT

International Assets Investment Management LLC boosted its position in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 68.3% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Image for SEA (NYSE:SE) Insider Sells $68,600.00 in Stock

SEA (NYSE:SE) Insider Sells $68,600.00 in Stock

Sea Limited Sponsored ADR (NYSE:SE – Get Free Report) insider Yanjun Wang sold 800 shares of the company’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $85.75, for a total value... More of this article »
Image for Rockwell Automation (NYSE:ROK) Price Target Raised to $490.00

Rockwell Automation (NYSE:ROK) Price Target Raised to $490.00

Rockwell Automation (NYSE:ROK – Free Report) had its price target raised by HSBC from $445.00 to $490.00 in a report issued on Wednesday morning,MarketScreener reports. A number of other analysts have also commented on ROK. KeyCorp... More of this article »
Image for Ying Luo Sells 10,136 Shares of Gyre Therapeutics (NASDAQ:GYRE) Stock

Ying Luo Sells 10,136 Shares of Gyre Therapeutics (NASDAQ:GYRE) Stock

Gyre Therapeutics, Inc. (NASDAQ:GYRE – Get Free Report) CEO Ying Luo sold 10,136 shares of Gyre Therapeutics stock in a transaction that occurred on Wednesday, May 6th. The shares were sold at an average price of $8.04, for a... More of this article »
Image for Koshinski Asset Management Inc. Grows Position in ProShares Ultra S&P500 $SSO

Koshinski Asset Management Inc. Grows Position in ProShares Ultra S&P500 $SSO

Koshinski Asset Management Inc. lifted its stake in ProShares Ultra S&P500 (NYSEARCA:SSO – Free Report) by 101.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Koshinski Asset Management Inc. Invests $1.47 Million in iShares U.S. Utilities ETF $IDU

Koshinski Asset Management Inc. Invests $1.47 Million in iShares U.S. Utilities ETF $IDU

Koshinski Asset Management Inc. acquired a new position in shares of iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Horizon Investments LLC Buys New Holdings in Schneider National, Inc. $SNDR

Horizon Investments LLC Buys New Holdings in Schneider National, Inc. $SNDR

Horizon Investments LLC purchased a new position in Schneider National, Inc. (NYSE:SNDR – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased... More of this article »
Image for MGO One Seven LLC Increases Holdings in Philip Morris International Inc. $PM

MGO One Seven LLC Increases Holdings in Philip Morris International Inc. $PM

MGO One Seven LLC raised its holdings in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 28.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Trainline H2 Earnings Call Highlights

Trainline H2 Earnings Call Highlights

Trainline (LON:TRN) executives used the company’s results presentation to highlight growth across its three business units, progress on U.K. regulatory issues, and an expanding focus on artificial intelligence as a product and operational... More of this article »
Image for Head to Head Survey: Medical Properties Trust (NYSE:MPT) & Rithm Property Trust (NYSE:RPT)

Head to Head Survey: Medical Properties Trust (NYSE:MPT) & Rithm Property Trust (NYSE:RPT)

Medical Properties Trust (NYSE:MPT – Get Free Report) and Rithm Property Trust (NYSE:RPT – Get Free Report) are both real estate companies, but which is the better business? We will contrast the two businesses based on... More of this article »
Image for Eagle Wealth Advisors LLC Invests $3.78 Million in Meta Platforms, Inc. $META

Eagle Wealth Advisors LLC Invests $3.78 Million in Meta Platforms, Inc. $META

Eagle Wealth Advisors LLC purchased a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 5,729 shares of the social... More of this article »
Image for Gateway Investment Advisers LLC Has $2.19 Million Stake in FactSet Research Systems Inc. $FDS

Gateway Investment Advisers LLC Has $2.19 Million Stake in FactSet Research Systems Inc. $FDS

Gateway Investment Advisers LLC decreased its holdings in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 50.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Sequoia Financial Advisors LLC Has $5.68 Million Stake in iShares Core MSCI Europe ETF $IEUR

Sequoia Financial Advisors LLC Has $5.68 Million Stake in iShares Core MSCI Europe ETF $IEUR

Sequoia Financial Advisors LLC raised its position in iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 11.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for FuelCell Energy, Inc. (NASDAQ:FCEL) Receives $8.24 Consensus Target Price from Brokerages

FuelCell Energy, Inc. (NASDAQ:FCEL) Receives $8.24 Consensus Target Price from Brokerages

Shares of FuelCell Energy, Inc. (NASDAQ:FCEL – Get Free Report) have earned an average rating of “Reduce” from the nine analysts that are presently covering the company, Marketbeat Ratings reports. Two research analysts... More of this article »
Image for F m Investments LLC Purchases 11,197 Shares of Waste Management, Inc. $WM

F m Investments LLC Purchases 11,197 Shares of Waste Management, Inc. $WM

F m Investments LLC boosted its position in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 21.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Hamilton Insurance Group (NYSE:HG) Price Target Raised to $37.00

Hamilton Insurance Group (NYSE:HG) Price Target Raised to $37.00

Hamilton Insurance Group (NYSE:HG – Free Report) had its target price upped by Wells Fargo & Company from $34.00 to $37.00 in a research report sent to investors on Wednesday,Benzinga reports. They currently have an overweight... More of this article »
Image for First Trust Municipal High Income ETF $FMHI Shares Acquired by Financial Partners Group Inc

First Trust Municipal High Income ETF $FMHI Shares Acquired by Financial Partners Group Inc

Financial Partners Group Inc grew its position in First Trust Municipal High Income ETF (NASDAQ:FMHI – Free Report) by 14.6% during the fourth quarter, Holdings Channel reports. The firm owned 227,133 shares of the company’s... More of this article »
Image for Financial Counselors Inc. Increases Stock Position in iShares Core S&P 500 ETF $IVV

Financial Counselors Inc. Increases Stock Position in iShares Core S&P 500 ETF $IVV

Financial Counselors Inc. raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 432.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 77,995 shares of the company’s... More of this article »
Image for Financial Partners Group Inc Has $15.77 Million Position in iShares Russell Mid-Cap Growth ETF $IWP

Financial Partners Group Inc Has $15.77 Million Position in iShares Russell Mid-Cap Growth ETF $IWP

Financial Partners Group Inc lowered its position in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 14.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »