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iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX) Shares Bought by Baystate Wealth Management LLC
Baystate Wealth Management LLC raised its position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Get Rating) by 9.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Bath Savings Trust Co Has $285,000 Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Bath Savings Trust Co raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 13.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,011 shares... More of this article »
Crescent Grove Advisors LLC Boosts Stock Position in Vanguard FTSE Europe ETF (NYSEARCA:VGK)
Crescent Grove Advisors LLC grew its holdings in Vanguard FTSE Europe ETF (NYSEARCA:VGK – Get Rating) by 16.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Crescent Grove Advisors LLC Sells 3,836 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)
Crescent Grove Advisors LLC trimmed its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Get Rating) by 38.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Crescent Grove Advisors LLC Boosts Stock Holdings in The Coca-Cola Company (NYSE:KO)
Crescent Grove Advisors LLC raised its holdings in shares of The Coca-Cola Company (NYSE:KO – Get Rating) by 98.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Head-To-Head Review: First Capital (NASDAQ:FCAP) and Salisbury Bancorp (NASDAQ:SAL)
Salisbury Bancorp (NASDAQ:SAL – Get Rating) and First Capital (NASDAQ:FCAP – Get Rating) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses based on the strength... More of this article »
First Trust Preferred Securities and Income ETF (NYSEARCA:FPE) Stake Lifted by First Hawaiian Bank
First Hawaiian Bank boosted its stake in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Get Rating) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Acquired by First Hawaiian Bank
First Hawaiian Bank boosted its position in Pfizer Inc. (NYSE:PFE – Get Rating) by 10.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 63,510 shares of the biopharmaceutical company’s stock after... More of this article »
First Hawaiian Bank Acquires 970 Shares of Broadridge Financial Solutions, Inc. (NYSE:BR)
First Hawaiian Bank increased its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Get Rating) by 4.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
First Hawaiian Bank Sells 1,892 Shares of HP Inc. (NYSE:HPQ)
First Hawaiian Bank trimmed its stake in HP Inc. (NYSE:HPQ – Get Rating) by 2.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 82,450 shares of the... More of this article »
First Hawaiian Bank Grows Position in AT&T Inc. (NYSE:T)
First Hawaiian Bank lifted its holdings in AT&T Inc. (NYSE:T – Get Rating) by 1.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 112,989 shares of the technology company’s stock... More of this article »
Worth Asset Management LLC Sells 27,013 Shares of Invesco India ETF (NYSEARCA:PIN)
Worth Asset Management LLC lowered its stake in shares of Invesco India ETF (NYSEARCA:PIN – Get Rating) by 33.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Keysight Technologies, Inc. (NYSE:KEYS) Shares Sold by CHICAGO TRUST Co NA
CHICAGO TRUST Co NA decreased its position in Keysight Technologies, Inc. (NYSE:KEYS – Get Rating) by 5.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
CHICAGO TRUST Co NA Has $468,000 Stake in MetLife, Inc. (NYSE:MET)
CHICAGO TRUST Co NA decreased its position in shares of MetLife, Inc. (NYSE:MET – Get Rating) by 41.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
CHICAGO TRUST Co NA Lowers Position in Enphase Energy, Inc. (NASDAQ:ENPH)
CHICAGO TRUST Co NA cut its holdings in Enphase Energy, Inc. (NASDAQ:ENPH – Get Rating) by 20.1% in the fourth quarter, Holdings Channel reports. The fund owned 1,544 shares of the semiconductor company’s stock after selling... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Shares Sold by Orser Capital Management LLC
Orser Capital Management LLC lowered its position in Vanguard Growth ETF (NYSEARCA:VUG – Get Rating) by 3.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Kempner Capital Management Inc. Has $3.81 Million Stake in Fidelity National Information Services, Inc. (NYSE:FIS)
Kempner Capital Management Inc. raised its holdings in Fidelity National Information Services, Inc. (NYSE:FIS – Get Rating) by 39.9% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Sharper & Granite LLC Makes New Investment in Central Valley Community Bancorp (NASDAQ:CVCY)
Sharper & Granite LLC bought a new position in shares of Central Valley Community Bancorp (NASDAQ:CVCY – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Ingredion Incorporated (NYSE:INGR) Shares Sold by Kempner Capital Management Inc.
Kempner Capital Management Inc. lessened its stake in Ingredion Incorporated (NYSE:INGR – Get Rating) by 0.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 21,039 shares of the company’s stock... More of this article »
Lowe’s Companies, Inc. (NYSE:LOW) Shares Sold by Marcum Wealth LLC
Marcum Wealth LLC decreased its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Get Rating) by 6.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Marcum Wealth LLC Cuts Stake in Mondelez International, Inc. (NASDAQ:MDLZ)
Marcum Wealth LLC lowered its holdings in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 5.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 9,584 shares of the company’s stock after... More of this article »
Marcum Wealth LLC Increases Position in Thermo Fisher Scientific Inc. (NYSE:TMO)
Marcum Wealth LLC boosted its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Get Rating) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,300 shares... More of this article »
Marcum Wealth LLC Sells 25 Shares of BlackRock, Inc. (NYSE:BLK)
Marcum Wealth LLC lowered its position in shares of BlackRock, Inc. (NYSE:BLK – Get Rating) by 2.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Dejitaru Tsuka (TSUKA) Self Reported Market Cap Hits $74.82 Million
Dejitaru Tsuka (TSUKA) traded down 6.7% against the U.S. dollar during the 24-hour period ending at 8:00 AM E.T. on March 21st. Dejitaru Tsuka has a total market capitalization of $74.82 million and approximately $2.44 million worth... More of this article »
OneAscent Financial Services LLC Makes New Investment in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
OneAscent Financial Services LLC purchased a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Get Rating) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Worth Asset Management LLC Cuts Stake in BlackRock Municipal Income Trust II (NYSEAMERICAN:BLE)
Worth Asset Management LLC reduced its holdings in shares of BlackRock Municipal Income Trust II (NYSEAMERICAN:BLE – Get Rating) by 31.8% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Lam Group Inc. Makes New Investment in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)
Lam Group Inc. acquired a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Lam Group Inc. Buys Shares of 92,885 Dimensional International Small Cap ETF (BATS:DFIS)
Lam Group Inc. bought a new stake in Dimensional International Small Cap ETF (BATS:DFIS – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm bought 92,885 shares of the company’s... More of this article »
50,507 Shares in VanEck Inflation Allocation ETF (NYSEARCA:RAAX) Bought by Worth Asset Management LLC
Worth Asset Management LLC purchased a new position in VanEck Inflation Allocation ETF (NYSEARCA:RAAX – Get Rating) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Global X MLP ETF (NYSEARCA:MLPA) Shares Sold by Worth Asset Management LLC
Worth Asset Management LLC lowered its holdings in Global X MLP ETF (NYSEARCA:MLPA – Get Rating) by 20.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Cresco Labs (OTCMKTS:CRLBF) Stock Rating Lowered by Roth Capital
Cresco Labs (OTCMKTS:CRLBF – Get Rating) was downgraded by research analysts at Roth Capital from a “buy” rating to a “neutral” rating in a report released on Friday, PriceTargets.com reports. A number... More of this article »
Montauk Renewables (NASDAQ:MNTK) Rating Lowered to Neutral at Roth Capital
Montauk Renewables (NASDAQ:MNTK – Get Rating) was downgraded by Roth Capital from a “buy” rating to a “neutral” rating in a research report issued on Friday, PriceTargets.com reports. Several other brokerages... More of this article »
KMG Fiduciary Partners LLC Increases Position in Walgreens Boots Alliance, Inc. (NASDAQ:WBA)
KMG Fiduciary Partners LLC raised its position in Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Get Rating) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Clarus Wealth Advisors Buys New Stake in The Procter & Gamble Company (NYSE:PG)
Clarus Wealth Advisors bought a new stake in The Procter & Gamble Company (NYSE:PG – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Clarus Wealth Advisors Has $308,000 Stock Holdings in Hess Co. (NYSE:HES)
Clarus Wealth Advisors increased its position in shares of Hess Co. (NYSE:HES – Get Rating) by 14.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
CFO4Life L.P. Acquires New Position in Johnson & Johnson (NYSE:JNJ)
CFO4Life L.P. acquired a new stake in Johnson & Johnson (NYSE:JNJ – Get Rating) during the fourth quarter, Holdings Channel reports. The firm acquired 12,112 shares of the company’s stock, valued at approximately $2,140,000.... More of this article »
Onyx Bridge Wealth Group LLC Acquires 78 Shares of Johnson & Johnson (NYSE:JNJ)
Onyx Bridge Wealth Group LLC boosted its position in Johnson & Johnson (NYSE:JNJ – Get Rating) by 3.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Verity & Verity LLC Acquires 5,181 Shares of Johnson & Johnson (NYSE:JNJ)
Verity & Verity LLC lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ – Get Rating) by 6.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Telemus Capital LLC Sells 799 Shares of Uber Technologies, Inc. (NYSE:UBER)
Telemus Capital LLC cut its stake in shares of Uber Technologies, Inc. (NYSE:UBER – Get Rating) by 5.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Lam Group Inc. Takes $130,000 Position in Avantis Emerging Markets Value ETF (NYSEARCA:AVES)
Lam Group Inc. acquired a new stake in Avantis Emerging Markets Value ETF (NYSEARCA:AVES – Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Securities Trust of Scotland plc (STS) To Go Ex-Dividend on March 23rd
Securities Trust of Scotland plc (LON:STS – Get Rating) announced a dividend on Wednesday, March 15th, Upcoming.Co.Uk reports. Stockholders of record on Thursday, March 23rd will be given a dividend of GBX 1.45 ($0.02) per share... More of this article »
Titleist Asset Management LTD. Has $569,000 Position in Walmart Inc. (NYSE:WMT)
Titleist Asset Management LTD. lowered its position in Walmart Inc. (NYSE:WMT – Get Rating) by 5.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Mraz Amerine & Associates Inc. Makes New $211,000 Investment in Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV)
Mraz Amerine & Associates Inc. bought a new position in shares of Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Adobe Inc. (NASDAQ:ADBE) Shares Sold by Titleist Asset Management LTD.
Titleist Asset Management LTD. reduced its holdings in Adobe Inc. (NASDAQ:ADBE – Get Rating) by 91.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
FW Thorpe Plc (LON:TFW) Declares GBX 1.62 Dividend
FW Thorpe Plc (LON:TFW – Get Rating) announced a dividend on Thursday, March 16th, Upcoming.Co.Uk reports. Investors of record on Thursday, March 23rd will be paid a dividend of GBX 1.62 ($0.02) per share on Friday, April 21st.... More of this article »
Mraz Amerine & Associates Inc. Cuts Stake in Geospace Technologies Co. (NASDAQ:GEOS)
Mraz Amerine & Associates Inc. reduced its position in shares of Geospace Technologies Co. (NASDAQ:GEOS – Get Rating) by 28.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 24,006... More of this article »
First National Bank of South Miami Purchases New Shares in iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH)
First National Bank of South Miami purchased a new stake in iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH – Get Rating) in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Crescent Grove Advisors LLC Invests $414,000 in EQT Co. (NYSE:EQT)
Crescent Grove Advisors LLC bought a new position in shares of EQT Co. (NYSE:EQT – Get Rating) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »