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Lam Group Inc. Acquires New Position in Vanguard Information Technology ETF (NYSEARCA:VGT)
Lam Group Inc. acquired a new stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Flagship Harbor Advisors LLC Has $6.26 Million Position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)
Flagship Harbor Advisors LLC trimmed its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Get Rating) by 15.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
BlackRock MuniHoldings Fund, Inc. (NYSE:MHD) Shares Bought by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC increased its position in BlackRock MuniHoldings Fund, Inc. (NYSE:MHD – Get Rating) by 2.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Flagship Harbor Advisors LLC Purchases 997 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Flagship Harbor Advisors LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 1.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Baystate Wealth Management LLC Boosts Stake in Vanguard Growth ETF (NYSEARCA:VUG)
Baystate Wealth Management LLC increased its position in Vanguard Growth ETF (NYSEARCA:VUG – Get Rating) by 29.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 12,427 shares of the company’s... More of this article »
Baystate Wealth Management LLC Purchases 1,035 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Baystate Wealth Management LLC grew its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 5.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Lam Group Inc. Invests $4.47 Million in Dimensional Global Real Estate ETF (NYSEARCA:DFGR)
Lam Group Inc. bought a new position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Shares Sold by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC decreased its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Get Rating) by 8.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Old Port Advisors Has $3.79 Million Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Old Port Advisors raised its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 2.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Crescent Grove Advisors LLC Takes $417,000 Position in British American Tobacco p.l.c. (NYSE:BTI)
Crescent Grove Advisors LLC purchased a new position in British American Tobacco p.l.c. (NYSE:BTI – Get Rating) in the fourth quarter, Holdings Channel.com reports. The fund purchased 10,250 shares of the company’s stock,... More of this article »
Crescent Grove Advisors LLC Has $729,000 Stock Holdings in Altria Group, Inc. (NYSE:MO)
Crescent Grove Advisors LLC lifted its holdings in shares of Altria Group, Inc. (NYSE:MO – Get Rating) by 3.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 15,636... More of this article »
State of Alaska Department of Revenue Increases Stock Position in Devon Energy Co. (NYSE:DVN)
State of Alaska Department of Revenue raised its position in shares of Devon Energy Co. (NYSE:DVN – Get Rating) by 2.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Athira Pharma (ATHA) Set to Announce Earnings on Wednesday
Athira Pharma (NASDAQ:ATHA – Get Rating) is scheduled to release its earnings data on Wednesday, March 22nd. Athira Pharma Stock Up 0.8 % Shares of NASDAQ:ATHA opened at $2.60 on Tuesday. Athira Pharma has a fifty-two week low... More of this article »
Eledon Pharmaceuticals (ELDN) Set to Announce Earnings on Wednesday
Eledon Pharmaceuticals (NASDAQ:ELDN – Get Rating) is scheduled to be posting its quarterly earnings results on Wednesday, March 22nd. Eledon Pharmaceuticals Price Performance ELDN opened at $2.35 on Tuesday. The business has... More of this article »
BurgerFi International (BFI) Set to Announce Quarterly Earnings on Wednesday
BurgerFi International (NASDAQ:BFI – Get Rating) is set to announce its earnings results on Wednesday, March 22nd. BurgerFi International Trading Down 7.0 % BurgerFi International stock opened at $1.20 on Tuesday. The stock... More of this article »
YHB Investment Advisors Inc. Sells 336 Shares of ConocoPhillips (NYSE:COP)
YHB Investment Advisors Inc. lowered its stake in ConocoPhillips (NYSE:COP – Get Rating) by 4.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Bought by YHB Investment Advisors Inc.
YHB Investment Advisors Inc. grew its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 0.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Marcum Wealth LLC Buys 1,378 Shares of Schlumberger Limited (NYSE:SLB)
Marcum Wealth LLC lifted its holdings in shares of Schlumberger Limited (NYSE:SLB – Get Rating) by 22.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 7,440 shares of... More of this article »
Foundations Investment Advisors LLC Boosts Holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)
Foundations Investment Advisors LLC lifted its stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Get Rating) by 13.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Bremer Bank National Association Reduces Stake in PayPal Holdings, Inc. (NASDAQ:PYPL)
Bremer Bank National Association lowered its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 8.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
KMG Fiduciary Partners LLC Sells 188 Shares of Micron Technology, Inc. (NASDAQ:MU)
KMG Fiduciary Partners LLC decreased its position in shares of Micron Technology, Inc. (NASDAQ:MU – Get Rating) by 1.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 9,886 shares of... More of this article »
Cullen/Frost Bankers, Inc. (NYSE:CFR) Shares Acquired by Orser Capital Management LLC
Orser Capital Management LLC raised its stake in shares of Cullen/Frost Bankers, Inc. (NYSE:CFR – Get Rating) by 520.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Flagship Harbor Advisors LLC Increases Holdings in Royce Micro-Cap Trust, Inc. (NYSE:RMT)
Flagship Harbor Advisors LLC increased its stake in Royce Micro-Cap Trust, Inc. (NYSE:RMT – Get Rating) 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 »
Orser Capital Management LLC Has $1.17 Million Stock Holdings in PerkinElmer, Inc. (NYSE:PKI)
Orser Capital Management LLC reduced its position in shares of PerkinElmer, Inc. (NYSE:PKI – Get Rating) by 9.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Flagship Harbor Advisors LLC Increases Stock Holdings in iShares Biotechnology ETF (NASDAQ:IBB)
Flagship Harbor Advisors LLC raised its position in iShares Biotechnology ETF (NASDAQ:IBB – Get Rating) by 1,347.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Flagship Harbor Advisors LLC Sells 4,774 Shares of SPDR MSCI USA StrategicFactors ETF (NYSEARCA:QUS)
Flagship Harbor Advisors LLC reduced its stake in shares of SPDR MSCI USA StrategicFactors ETF (NYSEARCA:QUS – Get Rating) by 12.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Flagship Harbor Advisors LLC Has $4.23 Million Holdings in Fidelity Total Bond ETF (NYSEARCA:FBND)
Flagship Harbor Advisors LLC trimmed its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Get Rating) by 17.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC decreased its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Get Rating) by 10.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Flagship Harbor Advisors LLC Acquires 3,915 Shares of Invesco PureBeta MSCI USA ETF (BATS:PBUS)
Flagship Harbor Advisors LLC grew its holdings in Invesco PureBeta MSCI USA ETF (BATS:PBUS – Get Rating) by 2.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 150,175... More of this article »
Baystate Wealth Management LLC Acquires 11,756 Shares of Hartford Multifactor Developed Markets (ex-US) ETF (NYSEARCA:RODM)
Baystate Wealth Management LLC raised its holdings in shares of Hartford Multifactor Developed Markets (ex-US) ETF (NYSEARCA:RODM – Get Rating) by 1.5% in the fourth quarter, according to its most recent Form 13F filing with... More of this article »
Worth Asset Management LLC Purchases Shares of 3,154 National Storage Affiliates Trust (NYSE:NSA)
Worth Asset Management LLC purchased a new stake in shares of National Storage Affiliates Trust (NYSE:NSA – Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
1,063 Shares in SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS) Purchased by Worth Asset Management LLC
Worth Asset Management LLC bought a new position in shares of SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Get Rating) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
EAC (EAC) Reaches 1-Day Volume of $6,501.67
EAC (EAC) traded 2.7% lower against the U.S. dollar during the 24 hour period ending at 8:00 AM ET on March 21st. EAC has a market capitalization of $2.40 million and approximately $6,501.67 worth of EAC was traded on exchanges in... More of this article »
Forge Global (FRGE) & Its Competitors Financial Analysis
Forge Global (NYSE:FRGE – Get Rating) is one of 23 public companies in the “Security & commodity brokers, dealers, exchanges & services” industry, but how does it contrast to its rivals? We will compare... More of this article »
Peak Financial Advisors LLC Invests $248,000 in Pfizer Inc. (NYSE:PFE)
Peak Financial Advisors LLC acquired a new stake in shares of Pfizer Inc. (NYSE:PFE – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Hennion & Walsh Asset Management Inc. Lowers Holdings in Northrop Grumman Co. (NYSE:NOC)
Hennion & Walsh Asset Management Inc. trimmed its position in Northrop Grumman Co. (NYSE:NOC – Get Rating) by 18.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
ClearShares Ultra-Short Maturity ETF (NYSEARCA:OPER) Shares Bought by Worth Asset Management LLC
Worth Asset Management LLC grew its stake in shares of ClearShares Ultra-Short Maturity ETF (NYSEARCA:OPER – Get Rating) by 604.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 2,964... More of this article »
Worth Asset Management LLC Boosts Stake in ProShares Short MSCI Emerging Markets (NYSEARCA:EUM)
Worth Asset Management LLC increased its position in ProShares Short MSCI Emerging Markets (NYSEARCA:EUM – Get Rating) by 98.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Shell plc (NYSE:SHEL) Shares Sold by Kempner Capital Management Inc.
Kempner Capital Management Inc. lowered its stake in Shell plc (NYSE:SHEL – Get Rating) by 0.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned 86,087 shares of the energy company’s... More of this article »
Hennion & Walsh Asset Management Inc. Sells 718 Shares of Target Co. (NYSE:TGT)
Hennion & Walsh Asset Management Inc. trimmed its position in Target Co. (NYSE:TGT – Get Rating) by 2.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 28,001... More of this article »
YHB Investment Advisors Inc. Sells 37,648 Shares of Citigroup Inc. (NYSE:C)
YHB Investment Advisors Inc. reduced its position in shares of Citigroup Inc. (NYSE:C – Get Rating) by 53.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 32,811 shares of the company’s stock after... More of this article »
YHB Investment Advisors Inc. Sells 575 Shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH)
YHB Investment Advisors Inc. cut its holdings in shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH – Get Rating) by 4.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
YHB Investment Advisors Inc. Cuts Position in Capital One Financial Co. (NYSE:COF)
YHB Investment Advisors Inc. lessened its holdings in Capital One Financial Co. (NYSE:COF – Get Rating) by 3.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,972... More of this article »
YHB Investment Advisors Inc. Sells 575 Shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH)
YHB Investment Advisors Inc. cut its holdings in shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH – Get Rating) by 4.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
YHB Investment Advisors Inc. Sells 4,515 Shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)
YHB Investment Advisors Inc. decreased its stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Get Rating) by 18.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
YHB Investment Advisors Inc. Trims Stock Position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)
YHB Investment Advisors Inc. cut its holdings in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Get Rating) by 2.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 19,018... More of this article »
YHB Investment Advisors Inc. Buys 360 Shares of Vanguard Large-Cap ETF (NYSEARCA:VV)
YHB Investment Advisors Inc. increased its stake in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Get Rating) by 4.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
LyondellBasell Industries (NYSE:LYB) Position Trimmed by Kempner Capital Management Inc.
Kempner Capital Management Inc. lowered its stake in LyondellBasell Industries (NYSE:LYB – Get Rating) by 0.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »