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Image for Ellis Investment Partners LLC Cuts Holdings in Bank of America Co. (NYSE:BAC)

Ellis Investment Partners LLC Cuts Holdings in Bank of America Co. (NYSE:BAC)

Ellis Investment Partners LLC reduced its position in Bank of America Co. (NYSE:BAC) by 15.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,894 shares... More of this article »
Image for SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Shares Bought by Strategic Advisors LLC

SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG) Shares Bought by Strategic Advisors LLC

Strategic Advisors LLC grew its stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 53.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for James Investment Research Inc. Acquires New Holdings in Avista Co. (NYSE:AVA)

James Investment Research Inc. Acquires New Holdings in Avista Co. (NYSE:AVA)

James Investment Research Inc. acquired a new stake in shares of Avista Co. (NYSE:AVA – Free Report) during 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 Sierra Ocean LLC Buys Shares of 3,830 Global X Cloud Computing ETF (NASDAQ:CLOU)

Sierra Ocean LLC Buys Shares of 3,830 Global X Cloud Computing ETF (NASDAQ:CLOU)

Sierra Ocean LLC acquired a new position in shares of Global X Cloud Computing ETF (NASDAQ:CLOU – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Aveo Capital Partners LLC Trims Position in Lockheed Martin Co. (NYSE:LMT)

Aveo Capital Partners LLC Trims Position in Lockheed Martin Co. (NYSE:LMT)

Aveo Capital Partners LLC lessened its stake in Lockheed Martin Co. (NYSE:LMT – Free Report) by 14.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Ifrah Financial Services Inc. Buys 3,865 Shares of Vanguard Financials ETF (NYSEARCA:VFH)

Ifrah Financial Services Inc. Buys 3,865 Shares of Vanguard Financials ETF (NYSEARCA:VFH)

Ifrah Financial Services Inc. lifted its stake in Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 192.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Sheaff Brock Investment Advisors LLC Has $914,000 Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Sheaff Brock Investment Advisors LLC Has $914,000 Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Sheaff Brock Investment Advisors LLC boosted its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 25.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Arch Capital Group Ltd. (NASDAQ:ACGL) Shares Sold by Rhumbline Advisers

Arch Capital Group Ltd. (NASDAQ:ACGL) Shares Sold by Rhumbline Advisers

Rhumbline Advisers cut its position in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Prudential Financial, Inc. (NYSE:PRU) Shares Sold by New Mexico Educational Retirement Board

Prudential Financial, Inc. (NYSE:PRU) Shares Sold by New Mexico Educational Retirement Board

New Mexico Educational Retirement Board lessened its stake in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Dunelm Group plc (DNLMY) To Go Ex-Dividend on March 14th

Dunelm Group plc (DNLMY) To Go Ex-Dividend on March 14th

Dunelm Group plc (OTCMKTS:DNLMY – Get Free Report) declared a dividend on Saturday, February 15th,NASDAQ Dividends reports. Stockholders of record on Friday, March 14th will be paid a dividend of 0.3703 per share on Wednesday,... More of this article »
Image for Philip James Wealth Mangement LLC Buys 862 Shares of First Trust Senior Loan ETF (NASDAQ:FTSL)

Philip James Wealth Mangement LLC Buys 862 Shares of First Trust Senior Loan ETF (NASDAQ:FTSL)

Philip James Wealth Mangement LLC grew its stake in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 7.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for AlphaCentric Advisors LLC Has $700,000 Stock Position in Chimera Investment Co. (NYSE:CIM)

AlphaCentric Advisors LLC Has $700,000 Stock Position in Chimera Investment Co. (NYSE:CIM)

AlphaCentric Advisors LLC grew its position in shares of Chimera Investment Co. (NYSE:CIM – Free Report) by 256.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 50,000... More of this article »
Image for Catalyst Capital Advisors LLC Lowers Holdings in Corebridge Financial, Inc. (NYSE:CRBG)

Catalyst Capital Advisors LLC Lowers Holdings in Corebridge Financial, Inc. (NYSE:CRBG)

Catalyst Capital Advisors LLC lowered its stake in shares of Corebridge Financial, Inc. (NYSE:CRBG – Free Report) by 3.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 89,890 shares... More of this article »
Image for Human Investing LLC Purchases Shares of 560 Seagate Technology Holdings plc (NASDAQ:STX)

Human Investing LLC Purchases Shares of 560 Seagate Technology Holdings plc (NASDAQ:STX)

Human Investing LLC bought a new position in Seagate Technology Holdings plc (NASDAQ:STX – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Valmark Advisers Inc. Purchases 13,724 Shares of Dominion Energy, Inc. (NYSE:D)

Valmark Advisers Inc. Purchases 13,724 Shares of Dominion Energy, Inc. (NYSE:D)

Valmark Advisers Inc. boosted its position in shares of Dominion Energy, Inc. (NYSE:D – Free Report) by 145.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for iShares Core S&P 500 ETF (NYSEARCA:IVV) Holdings Cut by Legacy Capital Wealth Partners LLC

iShares Core S&P 500 ETF (NYSEARCA:IVV) Holdings Cut by Legacy Capital Wealth Partners LLC

Legacy Capital Wealth Partners LLC cut its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Woodard & Co. Asset Management Group Inc. ADV Has $1.68 Million Stock Holdings in Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly (BATS:EALT)

Woodard & Co. Asset Management Group Inc. ADV Has $1.68 Million Stock Holdings in Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly (BATS:EALT)

Woodard & Co. Asset Management Group Inc. ADV lessened its position in Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly (BATS:EALT – Free Report) by 69.5% during the 4th quarter, according to its most recent 13F... More of this article »
Image for Mainsail Asset Management LLC Increases Position in Vanguard Ultra-Short Bond ETF (BATS:VUSB)

Mainsail Asset Management LLC Increases Position in Vanguard Ultra-Short Bond ETF (BATS:VUSB)

Mainsail Asset Management LLC boosted its holdings in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 19.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Capital Performance Advisors LLP Raises Holdings in Centene Co. (NYSE:CNC)

Capital Performance Advisors LLP Raises Holdings in Centene Co. (NYSE:CNC)

Capital Performance Advisors LLP increased its position in Centene Co. (NYSE:CNC – Free Report) by 37.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Corning Incorporated (NYSE:GLW) Shares Bought by Rational Advisors LLC

Corning Incorporated (NYSE:GLW) Shares Bought by Rational Advisors LLC

Rational Advisors LLC increased its position in Corning Incorporated (NYSE:GLW – Free Report) by 42.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Short Interest in Lloyds Banking Group plc (NYSE:LYG) Increases By 22.5%

Short Interest in Lloyds Banking Group plc (NYSE:LYG) Increases By 22.5%

Lloyds Banking Group plc (NYSE:LYG – Get Free Report) saw a significant growth in short interest in the month of January. As of January 31st, there was short interest totalling 10,280,000 shares, a growth of 22.5% from the January... More of this article »
Image for WM Technology, Inc. (NASDAQ:MAPSW) Short Interest Update

WM Technology, Inc. (NASDAQ:MAPSW) Short Interest Update

WM Technology, Inc. (NASDAQ:MAPSW – Get Free Report) was the recipient of a significant increase in short interest during the month of January. As of January 31st, there was short interest totalling 4,400 shares, an increase... More of this article »
Image for NTV Asset Management LLC Reduces Position in Grayscale Bitcoin Trust (NYSEARCA:GBTC)

NTV Asset Management LLC Reduces Position in Grayscale Bitcoin Trust (NYSEARCA:GBTC)

NTV Asset Management LLC lessened its position in shares of Grayscale Bitcoin Trust (NYSEARCA:GBTC – Free Report) by 1.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for iShares Global Industrials ETF (NYSEARCA:EXI) Shares Sold by NTV Asset Management LLC

iShares Global Industrials ETF (NYSEARCA:EXI) Shares Sold by NTV Asset Management LLC

NTV Asset Management LLC decreased its stake in iShares Global Industrials ETF (NYSEARCA:EXI – Free Report) by 3.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Monument Capital Management Acquires 255 Shares of UMB Financial Co. (NASDAQ:UMBF)

Monument Capital Management Acquires 255 Shares of UMB Financial Co. (NASDAQ:UMBF)

Monument Capital Management lifted its holdings in UMB Financial Co. (NASDAQ:UMBF – Free Report) by 9.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for L.M. Kohn & Company Reduces Position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

L.M. Kohn & Company Reduces Position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)

L.M. Kohn & Company cut its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) by 13.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Pinnacle Wealth Management Advisory Group LLC Grows Holdings in Waters Co. (NYSE:WAT)

Pinnacle Wealth Management Advisory Group LLC Grows Holdings in Waters Co. (NYSE:WAT)

Pinnacle Wealth Management Advisory Group LLC raised its position in shares of Waters Co. (NYSE:WAT – Free Report) by 10.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Blue Trust Inc. Grows Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Blue Trust Inc. Grows Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Blue Trust Inc. grew its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 7.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for AppTech Payments Corp. (NASDAQ:APCX) Short Interest Update

AppTech Payments Corp. (NASDAQ:APCX) Short Interest Update

AppTech Payments Corp. (NASDAQ:APCX – Get Free Report) was the recipient of a significant decline in short interest in January. As of January 31st, there was short interest totalling 115,700 shares, a decline of 21.9% from the... More of this article »
Image for Strategic Advisors LLC Has $641,000 Holdings in Cellebrite DI Ltd. (NASDAQ:CLBT)

Strategic Advisors LLC Has $641,000 Holdings in Cellebrite DI Ltd. (NASDAQ:CLBT)

Strategic Advisors LLC raised its position in Cellebrite DI Ltd. (NASDAQ:CLBT – Free Report) by 3.4% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 29,082 shares of the company’s... More of this article »
Image for Baillie Gifford & Co. Sells 556,794 Shares of Affirm Holdings, Inc. (NASDAQ:AFRM)

Baillie Gifford & Co. Sells 556,794 Shares of Affirm Holdings, Inc. (NASDAQ:AFRM)

Baillie Gifford & Co. cut its holdings in Affirm Holdings, Inc. (NASDAQ:AFRM – Free Report) by 5.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 9,378,974 shares of... More of this article »
Image for Short Interest in Arcturus Therapeutics Holdings Inc. (NASDAQ:ARCT) Drops By 9.9%

Short Interest in Arcturus Therapeutics Holdings Inc. (NASDAQ:ARCT) Drops By 9.9%

Arcturus Therapeutics Holdings Inc. (NASDAQ:ARCT – Get Free Report) saw a significant decrease in short interest in January. As of January 31st, there was short interest totalling 4,540,000 shares, a decrease of 9.9% from the... More of this article »
Image for T. Rowe Price Group, Inc. (NASDAQ:TROW) Shares Sold by Pinnacle Wealth Management Advisory Group LLC

T. Rowe Price Group, Inc. (NASDAQ:TROW) Shares Sold by Pinnacle Wealth Management Advisory Group LLC

Pinnacle Wealth Management Advisory Group LLC lessened its holdings in T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Strategic Advisors LLC Has $1.81 Million Holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Strategic Advisors LLC Has $1.81 Million Holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Strategic Advisors LLC grew its position in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Strategic Advisors LLC Reduces Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Strategic Advisors LLC Reduces Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Strategic Advisors LLC lowered its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 24.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Valhi, Inc. Enters Material Definitive Agreement with NL Industries, Inc.

Valhi, Inc. Enters Material Definitive Agreement with NL Industries, Inc.

Valhi, Inc. (NYSE:VHI) announced that NL Industries, Inc., a New Jersey corporation and one of the company’s publicly held subsidiaries, has entered into a material definitive agreement. The specifics of this agreement were... More of this article »
Image for Vail Resorts, Inc. (NYSE:MTN) Shares Sold by Principal Financial Group Inc.

Vail Resorts, Inc. (NYSE:MTN) Shares Sold by Principal Financial Group Inc.

Principal Financial Group Inc. trimmed its holdings in shares of Vail Resorts, Inc. (NYSE:MTN – Free Report) by 0.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Nicholas Hoffman & Company LLC. Reduces Holdings in Barrick Gold Corp (NYSE:GOLD)

Nicholas Hoffman & Company LLC. Reduces Holdings in Barrick Gold Corp (NYSE:GOLD)

Nicholas Hoffman & Company LLC. trimmed its position in shares of Barrick Gold Corp (NYSE:GOLD – Free Report) (TSE:ABX) by 1.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for Contrasting Toyota Motor (NYSE:TM) and Thunder Power (NASDAQ:AIEV)

Contrasting Toyota Motor (NYSE:TM) and Thunder Power (NASDAQ:AIEV)

Toyota Motor (NYSE:TM – Get Free Report) and Thunder Power (NASDAQ:AIEV – Get Free Report) are both auto/tires/trucks companies, but which is the better investment? We will contrast the two companies based on the strength... More of this article »
Image for Sierra Ocean LLC Buys New Shares in Medtronic plc (NYSE:MDT)

Sierra Ocean LLC Buys New Shares in Medtronic plc (NYSE:MDT)

Sierra Ocean LLC purchased a new stake in shares of Medtronic plc (NYSE:MDT – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Principal Financial Group Inc. Purchases 17,314,572 Shares of Healthpeak Properties, Inc. (NYSE:DOC)

Principal Financial Group Inc. Purchases 17,314,572 Shares of Healthpeak Properties, Inc. (NYSE:DOC)

Principal Financial Group Inc. lifted its position in shares of Healthpeak Properties, Inc. (NYSE:DOC – Free Report) by 2,113.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Trane Technologies plc (NYSE:TT) Stock Position Lessened by Principal Financial Group Inc.

Trane Technologies plc (NYSE:TT) Stock Position Lessened by Principal Financial Group Inc.

Principal Financial Group Inc. decreased its holdings in Trane Technologies plc (NYSE:TT – Free Report) by 4.4% 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 Montag A & Associates Inc. Has $894,000 Holdings in Carrier Global Co. (NYSE:CARR)

Montag A & Associates Inc. Has $894,000 Holdings in Carrier Global Co. (NYSE:CARR)

Montag A & Associates Inc. cut its stake in shares of Carrier Global Co. (NYSE:CARR – Free Report) by 12.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for iShares Russell Top 200 Growth ETF (NYSEARCA:IWY) Shares Sold by Montag A & Associates Inc.

iShares Russell Top 200 Growth ETF (NYSEARCA:IWY) Shares Sold by Montag A & Associates Inc.

Montag A & Associates Inc. decreased its position in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 8.2% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for JFS Wealth Advisors LLC Purchases 44,459 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

JFS Wealth Advisors LLC Purchases 44,459 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

JFS Wealth Advisors LLC raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 169.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for 4Thought Financial Group Inc. Purchases 936 Shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP)

4Thought Financial Group Inc. Purchases 936 Shares of Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP)

4Thought Financial Group Inc. raised its position in Invesco BulletShares 2025 High Yield Corporate Bond ETF (NASDAQ:BSJP – Free Report) by 4.3% in the fourth quarter, according to its most recent disclosure with the SEC. The... More of this article »
Image for iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) Position Increased by JFS Wealth Advisors LLC

iShares U.S. Equity Factor ETF (NYSEARCA:LRGF) Position Increased by JFS Wealth Advisors LLC

JFS Wealth Advisors LLC boosted its position in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for JFS Wealth Advisors LLC Has $2.53 Million Stake in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

JFS Wealth Advisors LLC Has $2.53 Million Stake in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

JFS Wealth Advisors LLC lowered its position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) by 4.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Monument Capital Management Acquires 2,947 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Monument Capital Management Acquires 2,947 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Monument Capital Management boosted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 26.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Monument Capital Management Purchases Shares of 112,507 Vanguard Total International Bond ETF (NASDAQ:BNDX)

Monument Capital Management Purchases Shares of 112,507 Vanguard Total International Bond ETF (NASDAQ:BNDX)

Monument Capital Management purchased a new position in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »