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Stephens Inc. AR Cuts Stock Holdings in Constellation Brands, Inc. (NYSE:STZ)
Stephens Inc. AR lowered its holdings in Constellation Brands, Inc. (NYSE:STZ – Free Report) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Shares Acquired by Stephens Inc. AR
Stephens Inc. AR boosted its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 15,563 shares of the... More of this article »
Waters Co. (NYSE:WAT) Shares Sold by Stiles Financial Services Inc
Stiles Financial Services Inc lowered its position in shares of Waters Co. (NYSE:WAT – Free Report) by 12.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 763 shares of... More of this article »
Stephens Investment Management Group LLC Trims Stock Holdings in Spotify Technology S.A. (NYSE:SPOT)
Stephens Investment Management Group LLC lessened its holdings in Spotify Technology S.A. (NYSE:SPOT – Free Report) by 63.0% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Quotient Wealth Partners LLC
Quotient Wealth Partners LLC reduced its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 6.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Horizon Space Acquisition I Corp. (NASDAQ: HSPOU) Issues Unsecured Promissory Note
Horizon Space Acquisition I Corp. (NASDAQ: HSPOU) announced on February 5, 2025, that the company issued an unsecured promissory note in the principal amount of $300,000. The note was issued to Horizon Space Acquisition I Sponsor... More of this article »
362 Shares in Intuit Inc. (NASDAQ:INTU) Bought by Newbridge Financial Services Group Inc.
Newbridge Financial Services Group Inc. purchased a new stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) in the 4th quarter, HoldingsChannel reports. The firm purchased 362 shares of the software maker’s stock,... More of this article »
Opal Wealth Advisors LLC Has $333,000 Stock Position in Abbott Laboratories (NYSE:ABT)
Opal Wealth Advisors LLC reduced its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 7.8% in the 4th quarter, HoldingsChannel reports. The fund owned 2,941 shares of the healthcare product maker’s stock after... More of this article »
Elevation Wealth Partners LLC Sells 162 Shares of Chevron Co. (NYSE:CVX)
Elevation Wealth Partners LLC lessened its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Fortive Co. (NYSE:FTV) Holdings Decreased by NORTHSTAR ASSET MANAGEMENT Co LLC
NORTHSTAR ASSET MANAGEMENT Co LLC reduced its position in shares of Fortive Co. (NYSE:FTV – Free Report) by 5.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Vaughan Nelson Investment Management L.P. Purchases New Holdings in DICK’S Sporting Goods, Inc. (NYSE:DKS)
Vaughan Nelson Investment Management L.P. acquired a new position in shares of DICK’S Sporting Goods, Inc. (NYSE:DKS – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired... More of this article »
Nexus Industrial REIT (TSE:NXR.UN) Given Consensus Recommendation of “Moderate Buy” by Brokerages
Shares of Nexus Industrial REIT (TSE:NXR.UN – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the seven research firms that are currently covering the firm, MarketBeat Ratings reports.... More of this article »
Savant Capital LLC Acquires 81,279 Shares of Vanguard Total International Stock ETF (NASDAQ:VXUS)
Savant Capital LLC raised its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 11.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Sensible Money LLC Purchases 712 Shares of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)
Sensible Money LLC increased its position in shares of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Howland Capital Management LLC Makes New Investment in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Howland Capital Management LLC bought a new stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Invesco Preferred ETF (NYSEARCA:PGX) Shares Purchased by Wagner Wealth Management LLC
Wagner Wealth Management LLC raised its holdings in Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 5.8% in the fourth quarter, Holdings Channel.com reports. The fund owned 63,293 shares of the company’s stock after... More of this article »
Burns Matteson Capital Management LLC Decreases Holdings in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)
Burns Matteson Capital Management LLC lowered its stake in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Elevate Capital Advisors LLC Takes $1.13 Million Position in Novo Nordisk A/S (NYSE:NVO)
Elevate Capital Advisors LLC bought a new position in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 13,167 shares of the company’s stock, valued... More of this article »
3,666 Shares in Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX) Bought by Birch Hill Investment Advisors LLC
Birch Hill Investment Advisors LLC acquired a new position in Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Thompson Investment Management Inc. Acquires New Shares in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Thompson Investment Management Inc. bought a new stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Thompson Investment Management Inc. Purchases 800 Shares of Church & Dwight Co., Inc. (NYSE:CHD)
Thompson Investment Management Inc. increased its position in shares of Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 2,051.3% in the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »Thompson Investment Management Inc. Makes New $264,000 Investment in SPDR S&P Dividend ETF (NYSEARCA:SDY)
Thompson Investment Management Inc. acquired a new stake in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Parsons Co. (NYSE:PSN) Receives Consensus Rating of “Moderate Buy” from Brokerages
Parsons Co. (NYSE:PSN – Get Free Report) has been assigned an average rating of “Moderate Buy” from the ten research firms that are covering the firm, Marketbeat.com reports. Two equities research analysts have rated... More of this article »
BRP Inc. (NASDAQ:DOOO) Given Consensus Recommendation of “Hold” by Brokerages
BRP Inc. (NASDAQ:DOOO – Get Free Report) has been given an average rating of “Hold” by the eight research firms that are currently covering the firm, Marketbeat.com reports. Seven equities research analysts have... More of this article »
Quilter Plc Purchases 7,198 Shares of Equinix, Inc. (NASDAQ:EQIX)
Quilter Plc raised its position in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 11.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 71,523 shares... More of this article »
Cornerstone Planning Group LLC Increases Stock Position in Kinder Morgan, Inc. (NYSE:KMI)
Cornerstone Planning Group LLC boosted its stake in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 35.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,183 shares of the pipeline... More of this article »
Empirical Finance LLC Has $2.39 Million Stock Position in Illinois Tool Works Inc. (NYSE:ITW)
Empirical Finance LLC lessened its stake in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 1.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Family Capital Trust Co Has $4.62 Million Position in Starbucks Co. (NASDAQ:SBUX)
Family Capital Trust Co lifted its stake in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 0.9% during the fourth quarter, Holdings Channel reports. The fund owned 50,652 shares of the coffee company’s stock after... More of this article »
iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) Stock Position Raised by Silicon Valley Capital Partners
Silicon Valley Capital Partners increased its stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 259,380.9% during the 4th quarter, HoldingsChannel reports. The firm owned 285,429 shares of the company’s... More of this article »
Wilmington Savings Fund Society FSB Buys 6,988 Shares of Nutrien Ltd. (NYSE:NTR)
Wilmington Savings Fund Society FSB increased its position in shares of Nutrien Ltd. (NYSE:NTR – Free Report) by 15.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Moloney Securities Asset Management LLC Invests $969,000 in Howmet Aerospace Inc. (NYSE:HWM)
Moloney Securities Asset Management LLC purchased a new stake in Howmet Aerospace Inc. (NYSE:HWM – 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 »
Texas Instruments Incorporated (NASDAQ:TXN) Shares Bought by Benedict Financial Advisors Inc.
Benedict Financial Advisors Inc. increased its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 2.1% in the fourth quarter, Holdings Channel reports. The firm owned 13,633 shares of the semiconductor... More of this article »
Goldman Sachs Nasdaq 100 Core Premium Income ETF (NASDAQ:GPIQ) is GGM Financials LLC’s 2nd Largest Position
GGM Financials LLC boosted its holdings in shares of Goldman Sachs Nasdaq 100 Core Premium Income ETF (NASDAQ:GPIQ – Free Report) by 23.6% during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Benedict Financial Advisors Inc. Has $6.82 Million Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
Benedict Financial Advisors Inc. increased its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Ferguson Wellman Capital Management Inc. Purchases 36,691 Shares of State Street Co. (NYSE:STT)
Ferguson Wellman Capital Management Inc. lifted its position in State Street Co. (NYSE:STT – Free Report) by 3.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
The Williams Companies, Inc. (NYSE:WMB) Shares Sold by Wilmington Savings Fund Society FSB
Wilmington Savings Fund Society FSB lessened its stake in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 6.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Salzhauer Michael Buys 6,000 Shares of Hancock Whitney Co. (NASDAQ:HWC)
Salzhauer Michael raised its stake in shares of Hancock Whitney Co. (NASDAQ:HWC – Free Report) by 33.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Ferguson Wellman Capital Management Inc. Reduces Holdings in Stryker Co. (NYSE:SYK)
Ferguson Wellman Capital Management Inc. lessened its position in Stryker Co. (NYSE:SYK – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Regents Gate Capital LLP Purchases New Holdings in Dover Co. (NYSE:DOV)
Regents Gate Capital LLP acquired a new stake in Dover Co. (NYSE:DOV – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 33,755 shares of the industrial products company’s... More of this article »
IMC Chicago LLC Invests $1.50 Million in ProShares Ultra Russell2000 (NYSEARCA:UWM)
IMC Chicago LLC bought a new stake in ProShares Ultra Russell2000 (NYSEARCA:UWM – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor bought 35,719 shares of the company’s stock,... More of this article »
Apollon Wealth Management LLC Has $2.03 Million Holdings in Sunoco LP (NYSE:SUN)
Apollon Wealth Management LLC decreased its holdings in Sunoco LP (NYSE:SUN – Free Report) by 10.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Elevation Wealth Partners LLC Buys 4,793 Shares of Vanguard Total International Bond ETF (NASDAQ:BNDX)
Elevation Wealth Partners LLC grew its stake in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 9.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Elevation Wealth Partners LLC Sells 755 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)
Elevation Wealth Partners LLC lowered its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 20.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Conning Inc. Cuts Holdings in Copart, Inc. (NASDAQ:CPRT)
Conning Inc. reduced its position in Copart, Inc. (NASDAQ:CPRT – Free Report) by 8.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 3,942 shares of the business services provider’s... More of this article »
Vanguard Russell 2000 ETF (NASDAQ:VTWO) Shares Sold by Elevation Wealth Partners LLC
Elevation Wealth Partners LLC lowered its stake in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 72.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Opal Wealth Advisors LLC Purchases New Shares in Morgan Stanley Direct Lending (NYSE:MSDL)
Opal Wealth Advisors LLC acquired a new stake in Morgan Stanley Direct Lending (NYSE:MSDL – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 15,105... More of this article »
XY Capital Ltd Lowers Position in Autoliv, Inc. (NYSE:ALV)
XY Capital Ltd trimmed its position in shares of Autoliv, Inc. (NYSE:ALV – Free Report) by 10.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 18,747 shares of the auto parts company’s... More of this article »
4,939 Shares in Global X Uranium ETF (NYSEARCA:URA) Bought by Golden State Wealth Management LLC
Golden State Wealth Management LLC acquired a new stake in Global X Uranium ETF (NYSEARCA:URA – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 4,939 shares of the company’s... More of this article »