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Image for Keurig Dr Pepper Inc. (NASDAQ:KDP) Shares Acquired by Modera Wealth Management LLC

Keurig Dr Pepper Inc. (NASDAQ:KDP) Shares Acquired by Modera Wealth Management LLC

Modera Wealth Management LLC increased its holdings in shares of Keurig Dr Pepper Inc. (NASDAQ:KDP – Free Report) by 6.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Jones Financial Companies Lllp Acquires 222,778 Shares of John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM)

Jones Financial Companies Lllp Acquires 222,778 Shares of John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM)

Jones Financial Companies Lllp lifted its stake in John Hancock Multifactor Mid Cap ETF (NYSEARCA:JHMM – Free Report) by 72.5% during the fourth quarter, HoldingsChannel reports. The firm owned 529,995 shares of the company’s... More of this article »
Image for Moody’s Co. (NYSE:MCO) Shares Sold by Clifford Swan Investment Counsel LLC

Moody’s Co. (NYSE:MCO) Shares Sold by Clifford Swan Investment Counsel LLC

Clifford Swan Investment Counsel LLC cut its stake in shares of Moody’s Co. (NYSE:MCO – Free Report) by 19.4% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Image for Imperial Oil Limited (NYSEAMERICAN:IMO) to Issue Quarterly Dividend of $0.50

Imperial Oil Limited (NYSEAMERICAN:IMO) to Issue Quarterly Dividend of $0.50

Imperial Oil Limited (NYSEAMERICAN:IMO – Get Free Report) (TSE:IMO) declared a quarterly dividend on Monday, February 3rd, Wall Street Journal reports. Investors of record on Wednesday, March 5th will be given a dividend of 0.4972... More of this article »
Image for 8,886 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Purchased by Kelly Financial Group LLC

8,886 Shares in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) Purchased by Kelly Financial Group LLC

Kelly Financial Group LLC acquired a new stake in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The firm acquired 8,886 shares... More of this article »
Image for Bailard Inc. Has $2.82 Million Holdings in Evergy, Inc. (NASDAQ:EVRG)

Bailard Inc. Has $2.82 Million Holdings in Evergy, Inc. (NASDAQ:EVRG)

Bailard Inc. lifted its position in shares of Evergy, Inc. (NASDAQ:EVRG – Free Report) by 9.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Unified Investment Management Makes New $373,000 Investment in Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Unified Investment Management Makes New $373,000 Investment in Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO)

Unified Investment Management acquired a new position in shares of Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Corning Incorporated (NYSE:GLW) Position Lessened by Jacobi Capital Management LLC

Corning Incorporated (NYSE:GLW) Position Lessened by Jacobi Capital Management LLC

Jacobi Capital Management LLC trimmed its position in shares of Corning Incorporated (NYSE:GLW – Free Report) by 2.5% 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 Bravias Capital Group LLC Buys Shares of 2,011 Vanguard Consumer Staples ETF (NYSEARCA:VDC)

Bravias Capital Group LLC Buys Shares of 2,011 Vanguard Consumer Staples ETF (NYSEARCA:VDC)

Bravias Capital Group LLC purchased a new stake in shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The fund purchased 2,011 shares... More of this article »
Image for Bravias Capital Group LLC Invests $601,000 in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC)

Bravias Capital Group LLC Invests $601,000 in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC)

Bravias Capital Group LLC bought a new position in shares of Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for NINE MASTS CAPITAL Ltd Buys 32,559 Shares of Viking Therapeutics, Inc. (NASDAQ:VKTX)

NINE MASTS CAPITAL Ltd Buys 32,559 Shares of Viking Therapeutics, Inc. (NASDAQ:VKTX)

NINE MASTS CAPITAL Ltd increased its stake in Viking Therapeutics, Inc. (NASDAQ:VKTX – Free Report) by 757.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 36,857 shares of the biotechnology... More of this article »
Image for Warner Bros. Discovery, Inc. (NASDAQ:WBD) Stock Position Reduced by Gryphon Financial Partners LLC

Warner Bros. Discovery, Inc. (NASDAQ:WBD) Stock Position Reduced by Gryphon Financial Partners LLC

Gryphon Financial Partners LLC lessened its position in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by 3.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,075,927... More of this article »
Image for Proficio Capital Partners LLC Takes $11.25 Million Position in Huntington Ingalls Industries, Inc. (NYSE:HII)

Proficio Capital Partners LLC Takes $11.25 Million Position in Huntington Ingalls Industries, Inc. (NYSE:HII)

Proficio Capital Partners LLC purchased a new position in Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 59,526 shares of the aerospace company’s... More of this article »
Image for Gryphon Financial Partners LLC Acquires 434 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Gryphon Financial Partners LLC Acquires 434 Shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Gryphon Financial Partners LLC raised its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 8.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for NINE MASTS CAPITAL Ltd Invests $183,000 in Agora, Inc. (NASDAQ:API)

NINE MASTS CAPITAL Ltd Invests $183,000 in Agora, Inc. (NASDAQ:API)

NINE MASTS CAPITAL Ltd acquired a new stake in shares of Agora, Inc. (NASDAQ:API – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 44,000... More of this article »
Image for Kelly Financial Group LLC Invests $22.30 Million in JPMorgan Core Plus Bond ETF (BATS:JCPB)

Kelly Financial Group LLC Invests $22.30 Million in JPMorgan Core Plus Bond ETF (BATS:JCPB)

Kelly Financial Group LLC acquired a new stake in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 481,968 shares of the company’s... More of this article »
Image for Keystone Wealth Services LLC Acquires 147 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Keystone Wealth Services LLC Acquires 147 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Keystone Wealth Services LLC increased its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 3.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,483 shares of the exchange... More of this article »
Image for Keystone Wealth Services LLC Has $3.24 Million Holdings in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG)

Keystone Wealth Services LLC Has $3.24 Million Holdings in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG)

Keystone Wealth Services LLC lessened its holdings in Innovator U.S. Equity Power Buffer ETF – August (BATS:PAUG – Free Report) by 7.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 84,215 shares... More of this article »
Image for Keystone Wealth Services LLC Raises Stake in Invesco Aerospace & Defense ETF (NYSEARCA:PPA)

Keystone Wealth Services LLC Raises Stake in Invesco Aerospace & Defense ETF (NYSEARCA:PPA)

Keystone Wealth Services LLC lifted its stake in shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 44.6% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for John G Ullman & Associates Inc. Sells 800 Shares of Micron Technology, Inc. (NASDAQ:MU)

John G Ullman & Associates Inc. Sells 800 Shares of Micron Technology, Inc. (NASDAQ:MU)

John G Ullman & Associates Inc. lessened its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 19.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Verizon Communications Inc. (NYSE:VZ) Shares Sold by John G Ullman & Associates Inc.

Verizon Communications Inc. (NYSE:VZ) Shares Sold by John G Ullman & Associates Inc.

John G Ullman & Associates Inc. cut its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 5.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 5,086 shares of the... More of this article »
Image for Fourth Sail Capital LP Sells 63,141 Shares of EZCORP, Inc. (NASDAQ:EZPW)

Fourth Sail Capital LP Sells 63,141 Shares of EZCORP, Inc. (NASDAQ:EZPW)

Fourth Sail Capital LP trimmed its holdings in EZCORP, Inc. (NASDAQ:EZPW – Free Report) by 28.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Jacobi Capital Management LLC Sells 449 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)

Jacobi Capital Management LLC Sells 449 Shares of iShares Short Treasury Bond ETF (NASDAQ:SHV)

Jacobi Capital Management LLC lowered its stake in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Ameriprise Financial, Inc. (NYSE:AMP) Shares Purchased by Private Trust Co. NA

Ameriprise Financial, Inc. (NYSE:AMP) Shares Purchased by Private Trust Co. NA

Private Trust Co. NA lifted its holdings in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 3.0% in the fourth quarter, Holdings Channel reports. The firm owned 896 shares of the financial services provider’s stock... More of this article »
Image for Texas Pacific Land Co. (NYSE:TPL) Holdings Cut by Mission Wealth Management LP

Texas Pacific Land Co. (NYSE:TPL) Holdings Cut by Mission Wealth Management LP

Mission Wealth Management LP reduced its stake in shares of Texas Pacific Land Co. (NYSE:TPL – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Sage Rhino Capital LLC Sells 709 Shares of ING Groep (NYSE:ING)

Sage Rhino Capital LLC Sells 709 Shares of ING Groep (NYSE:ING)

Sage Rhino Capital LLC trimmed its position in ING Groep (NYSE:ING – Free Report) by 3.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 18,035 shares of the financial services provider’s... More of this article »
Image for Shared Vision Wealth Group LLC Grows Stock Holdings in iShares MBS ETF (NASDAQ:MBB)

Shared Vision Wealth Group LLC Grows Stock Holdings in iShares MBS ETF (NASDAQ:MBB)

Shared Vision Wealth Group LLC increased its stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 4.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 67,966 shares of the company’s stock... More of this article »
Image for Salvatore Ferragamo S.p.A. (OTCMKTS:SFRGY) Sees Large Drop in Short Interest

Salvatore Ferragamo S.p.A. (OTCMKTS:SFRGY) Sees Large Drop in Short Interest

Salvatore Ferragamo S.p.A. (OTCMKTS:SFRGY – Get Free Report) was the target of a large decline in short interest in the month of February. As of February 15th, there was short interest totalling 4,100 shares, a decline of 46.8%... More of this article »
Image for Radius Gold (CVE:RDU) Trading Up 20.8%  – Still a Buy?

Radius Gold (CVE:RDU) Trading Up 20.8% – Still a Buy?

Shares of Radius Gold Inc. (CVE:RDU – Get Free Report) traded up 20.8% during mid-day trading on Saturday . The stock traded as high as C$0.15 and last traded at C$0.15. 120,991 shares changed hands during trading, a decline... More of this article »
Image for Auxano Advisors LLC Decreases Stock Position in SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY)

Auxano Advisors LLC Decreases Stock Position in SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY)

Auxano Advisors LLC decreased its stake in shares of SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY – Free Report) by 60.8% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Badger Meter, Inc. (NYSE:BMI) Shares Purchased by Bridges Investment Management Inc.

Badger Meter, Inc. (NYSE:BMI) Shares Purchased by Bridges Investment Management Inc.

Bridges Investment Management Inc. increased its stake in shares of Badger Meter, Inc. (NYSE:BMI – Free Report) by 75.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Maia Wealth LLC Acquires New Holdings in iShares U.S. Financial Services ETF (NYSEARCA:IYG)

Maia Wealth LLC Acquires New Holdings in iShares U.S. Financial Services ETF (NYSEARCA:IYG)

Maia Wealth LLC bought a new position in shares of iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Maia Wealth LLC Invests $342,000 in iShares Bitcoin Trust (NASDAQ:IBIT)

Maia Wealth LLC Invests $342,000 in iShares Bitcoin Trust (NASDAQ:IBIT)

Maia Wealth LLC purchased a new stake in iShares Bitcoin Trust (NASDAQ:IBIT – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 5,926 shares of the company’s stock,... More of this article »
Image for Cape Investment Advisory Inc. Has $107,000 Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Cape Investment Advisory Inc. Has $107,000 Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Cape Investment Advisory Inc. increased its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 384.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 634 shares of the company’s... More of this article »
Image for New York Life Investment Management LLC Decreases Stake in Equitable Holdings, Inc. (NYSE:EQH)

New York Life Investment Management LLC Decreases Stake in Equitable Holdings, Inc. (NYSE:EQH)

New York Life Investment Management LLC decreased its holdings in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 11.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for WR Wealth Planners LLC Cuts Stock Holdings in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

WR Wealth Planners LLC Cuts Stock Holdings in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

WR Wealth Planners LLC reduced its position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 86.3% 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 Maia Wealth LLC Takes Position in Applied Materials, Inc. (NASDAQ:AMAT)

Maia Wealth LLC Takes Position in Applied Materials, Inc. (NASDAQ:AMAT)

Maia Wealth LLC purchased a new stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund purchased 3,293 shares of the manufacturing equipment provider’s... More of this article »
Image for Levin Capital Strategies L.P. Acquires Shares of 30,000 Altus Power, Inc. (NYSE:AMPS)

Levin Capital Strategies L.P. Acquires Shares of 30,000 Altus Power, Inc. (NYSE:AMPS)

Levin Capital Strategies L.P. acquired a new stake in shares of Altus Power, Inc. (NYSE:AMPS – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 30,000 shares of the... More of this article »
Image for Duncker Streett & Co. Inc. Buys 2,500 Shares of VanEck Gold Miners ETF (NYSEARCA:GDX)

Duncker Streett & Co. Inc. Buys 2,500 Shares of VanEck Gold Miners ETF (NYSEARCA:GDX)

Duncker Streett & Co. Inc. increased its stake in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 496.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Duncker Streett & Co. Inc. Sells 759 Shares of Invesco Emerging Markets Sovereign Debt ETF (NYSEARCA:PCY)

Duncker Streett & Co. Inc. Sells 759 Shares of Invesco Emerging Markets Sovereign Debt ETF (NYSEARCA:PCY)

Duncker Streett & Co. Inc. trimmed its stake in Invesco Emerging Markets Sovereign Debt ETF (NYSEARCA:PCY – Free Report) by 4.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Duncker Streett & Co. Inc. Sells 1,270 Shares of Becton, Dickinson and Company (NYSE:BDX)

Duncker Streett & Co. Inc. Sells 1,270 Shares of Becton, Dickinson and Company (NYSE:BDX)

Duncker Streett & Co. Inc. lessened its holdings in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 44.3% in the 4th quarter, Holdings Channel reports. The firm owned 1,595 shares of the medical instruments supplier’s... More of this article »
Image for Jacobi Capital Management LLC Takes Position in Dell Technologies Inc. (NYSE:DELL)

Jacobi Capital Management LLC Takes Position in Dell Technologies Inc. (NYSE:DELL)

Jacobi Capital Management LLC bought a new stake in Dell Technologies Inc. (NYSE:DELL – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 2,958 shares of... More of this article »
Image for LGT Fund Management Co Ltd. Has $2.66 Million Holdings in The Bank of New York Mellon Co. (NYSE:BK)

LGT Fund Management Co Ltd. Has $2.66 Million Holdings in The Bank of New York Mellon Co. (NYSE:BK)

LGT Fund Management Co Ltd. grew its stake in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) by 2.6% in the 4th quarter, HoldingsChannel reports. The fund owned 34,554 shares of the bank’s stock after... More of this article »
Image for Metis Global Partners LLC Increases Stock Position in Monster Beverage Co. (NASDAQ:MNST)

Metis Global Partners LLC Increases Stock Position in Monster Beverage Co. (NASDAQ:MNST)

Metis Global Partners LLC boosted its holdings in Monster Beverage Co. (NASDAQ:MNST – Free Report) by 4.3% 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 QRG Capital Management Inc. Sells 21 Shares of Equinix, Inc. (NASDAQ:EQIX)

QRG Capital Management Inc. Sells 21 Shares of Equinix, Inc. (NASDAQ:EQIX)

QRG Capital Management Inc. lessened its stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 1.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,719 shares of the financial services... More of this article »
Image for Parkside Financial Bank & Trust Grows Stock Holdings in Taylor Morrison Home Co. (NYSE:TMHC)

Parkside Financial Bank & Trust Grows Stock Holdings in Taylor Morrison Home Co. (NYSE:TMHC)

Parkside Financial Bank & Trust lifted its stake in Taylor Morrison Home Co. (NYSE:TMHC – Free Report) by 68.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 1,441 shares of the construction... More of this article »
Image for Parkside Financial Bank & Trust Sells 326 Shares of Cognex Co. (NASDAQ:CGNX)

Parkside Financial Bank & Trust Sells 326 Shares of Cognex Co. (NASDAQ:CGNX)

Parkside Financial Bank & Trust trimmed its holdings in Cognex Co. (NASDAQ:CGNX – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 3,190 shares... More of this article »
Image for Clear Secure, Inc. (NYSE:YOU) Shares Acquired by Oregon Public Employees Retirement Fund

Clear Secure, Inc. (NYSE:YOU) Shares Acquired by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund lifted its holdings in shares of Clear Secure, Inc. (NYSE:YOU – Free Report) by 2.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Pacific Global Investment Management Co. Sells 32,509 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Pacific Global Investment Management Co. Sells 32,509 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Pacific Global Investment Management Co. decreased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 95.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Intercontinental Exchange, Inc. (NYSE:ICE) Shares Purchased by Private Trust Co. NA

Intercontinental Exchange, Inc. (NYSE:ICE) Shares Purchased by Private Trust Co. NA

Private Trust Co. NA increased its stake in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 2.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »