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Image for iShares S&P 500 Value ETF (NYSEARCA:IVE) is Keystone Financial Services’ 6th Largest Position

iShares S&P 500 Value ETF (NYSEARCA:IVE) is Keystone Financial Services’ 6th Largest Position

Keystone Financial Services grew its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 40.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Keystone Financial Services Takes Position in iShares S&P 100 ETF (NYSEARCA:OEF)

Keystone Financial Services Takes Position in iShares S&P 100 ETF (NYSEARCA:OEF)

Keystone Financial Services acquired a new stake in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Keudell Morrison Wealth Management Cuts Stake in Fiserv, Inc. (NYSE:FI)

Keudell Morrison Wealth Management Cuts Stake in Fiserv, Inc. (NYSE:FI)

Keudell Morrison Wealth Management reduced its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 6.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Keystone Financial Services Has $963,000 Stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Keystone Financial Services Has $963,000 Stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

Keystone Financial Services grew its holdings in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Mirvac Group (ASX:MGR) Declares Final Dividend of $0.05

Mirvac Group (ASX:MGR) Declares Final Dividend of $0.05

Mirvac Group (ASX:MGR – Get Free Report) announced a final dividend on Monday, June 23rd, MarketIndexAU Dividends reports. Investors of record on Wednesday, August 27th will be given a dividend of 0.045 per share on Wednesday,... More of this article »
Image for Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by Professional Financial Advisors LLC

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by Professional Financial Advisors LLC

Professional Financial Advisors LLC lessened its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.3% during the 1st quarter, Holdings Channel reports. The firm owned 32,908 shares of the company’s... More of this article »
Image for Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Sold by Moneywise Inc.

Schwab US Small-Cap ETF (NYSEARCA:SCHA) Shares Sold by Moneywise Inc.

Moneywise Inc. trimmed its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 12.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for The Travelers Companies, Inc. (NYSE:TRV) Stake Lessened by Palisade Asset Management LLC

The Travelers Companies, Inc. (NYSE:TRV) Stake Lessened by Palisade Asset Management LLC

Palisade Asset Management LLC lessened its stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 2.0% during the first quarter, Holdings Channel.com reports. The fund owned 26,458 shares of the insurance... More of this article »
Image for Ethernity Networks (LON:ENET) Stock Price Up 10.5%  – Time to Buy?

Ethernity Networks (LON:ENET) Stock Price Up 10.5% – Time to Buy?

Ethernity Networks Ltd. (LON:ENET – Get Free Report)’s stock price was up 10.5% during mid-day trading on Tuesday . The stock traded as high as GBX 0.02 ($0.00) and last traded at GBX 0.02 ($0.00). Approximately 493,772,813... More of this article »
Image for Lazari Capital Management Inc. Purchases Shares of 1,561 Blackstone Inc. (NYSE:BX)

Lazari Capital Management Inc. Purchases Shares of 1,561 Blackstone Inc. (NYSE:BX)

Lazari Capital Management Inc. purchased a new stake in Blackstone Inc. (NYSE:BX – Free Report) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for 360 Capital Mortgage REIT (TCF) To Go Ex-Dividend on June 26th

360 Capital Mortgage REIT (TCF) To Go Ex-Dividend on June 26th

360 Capital Mortgage REIT (ASX:TCF – Get Free Report) declared a final dividend on Tuesday, June 24th, MarketIndexAU Dividends reports. Stockholders of record on Sunday, July 6th will be given a dividend of 0.06 per share on... More of this article »
Image for RAM Essential Services Property Fund to Issue Final Dividend of $0.01 (ASX:REP)

RAM Essential Services Property Fund to Issue Final Dividend of $0.01 (ASX:REP)

RAM Essential Services Property Fund (ASX:REP – Get Free Report) announced a final dividend on Tuesday, June 24th, MarketIndexAU Dividends reports. Stockholders of record on Tuesday, July 29th will be given a dividend of 0.013... More of this article »
Image for Palisade Asset Management LLC Grows Holdings in L3Harris Technologies Inc (NYSE:LHX)

Palisade Asset Management LLC Grows Holdings in L3Harris Technologies Inc (NYSE:LHX)

Palisade Asset Management LLC boosted its position in L3Harris Technologies Inc (NYSE:LHX – Free Report) by 6.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Marsh & McLennan Companies, Inc. (NYSE:MMC) Shares Acquired by Legacy Advisors LLC

Marsh & McLennan Companies, Inc. (NYSE:MMC) Shares Acquired by Legacy Advisors LLC

Legacy Advisors LLC raised its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 2.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for AssuredPartners Investment Advisors LLC Grows Stock Position in Broadcom Inc. (NASDAQ:AVGO)

AssuredPartners Investment Advisors LLC Grows Stock Position in Broadcom Inc. (NASDAQ:AVGO)

AssuredPartners Investment Advisors LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 6.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for AssuredPartners Investment Advisors LLC Boosts Holdings in Chubb Limited (NYSE:CB)

AssuredPartners Investment Advisors LLC Boosts Holdings in Chubb Limited (NYSE:CB)

AssuredPartners Investment Advisors LLC increased its holdings in Chubb Limited (NYSE:CB – Free Report) by 1.8% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 4,825 shares of the financial... More of this article »
Image for CPS Technologies (CPSH) versus Its Peers Head-To-Head Review

CPS Technologies (CPSH) versus Its Peers Head-To-Head Review

Risk and Volatility CPS Technologies has a beta of 1.45, meaning that its stock price is 45% more volatile than the S&P 500. Comparatively, CPS Technologies’ peers have a beta of 0.99, meaning that their average stock price... More of this article »
Image for CocaCola Company (The) (NYSE:KO) Shares Sold by Palisade Asset Management LLC

CocaCola Company (The) (NYSE:KO) Shares Sold by Palisade Asset Management LLC

Palisade Asset Management LLC lowered its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 2.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for AssuredPartners Investment Advisors LLC Purchases 2,827 Shares of Truist Financial Corporation (NYSE:TFC)

AssuredPartners Investment Advisors LLC Purchases 2,827 Shares of Truist Financial Corporation (NYSE:TFC)

AssuredPartners Investment Advisors LLC raised its position in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 10.2% in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Analyzing Pigeon (PGENY) & Its Competitors

Analyzing Pigeon (PGENY) & Its Competitors

Volatility & Risk Pigeon has a beta of 0.17, indicating that its stock price is 83% less volatile than the S&P 500. Comparatively, Pigeon’s peers have a beta of -0.49, indicating that their average stock price is 149%... More of this article »
Image for Critical Comparison: Matthews International (NASDAQ:MATW) & Service Corporation International (NYSE:SCI)

Critical Comparison: Matthews International (NASDAQ:MATW) & Service Corporation International (NYSE:SCI)

Matthews International (NASDAQ:MATW – Get Free Report) and Service Corporation International (NYSE:SCI – Get Free Report) are both consumer staples companies, but which is the better stock? We will compare the two businesses... More of this article »
Image for Reviewing Flushing Financial (NASDAQ:FFIC) and Security Bancorp (OTCMKTS:SCYT)

Reviewing Flushing Financial (NASDAQ:FFIC) and Security Bancorp (OTCMKTS:SCYT)

Flushing Financial (NASDAQ:FFIC – Get Free Report) and Security Bancorp (OTCMKTS:SCYT – Get Free Report) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based... More of this article »
Image for Bluesphere Advisors LLC Invests $250,000 in iShares Silver Trust (NYSEARCA:SLV)

Bluesphere Advisors LLC Invests $250,000 in iShares Silver Trust (NYSEARCA:SLV)

Bluesphere Advisors LLC purchased a new stake in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) in the 1st quarter, HoldingsChannel reports. The institutional investor purchased 8,056 shares of the exchange traded... More of this article »
Image for Micron Technology, Inc. (NASDAQ:MU) Shares Acquired by Balboa Wealth Partners

Micron Technology, Inc. (NASDAQ:MU) Shares Acquired by Balboa Wealth Partners

Balboa Wealth Partners grew its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 14.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Retirement Guys Formula LLC Grows Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Retirement Guys Formula LLC Grows Position in Vanguard Small-Cap ETF (NYSEARCA:VB)

Retirement Guys Formula LLC lifted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 137.3% during the first quarter, Holdings Channel.com reports. The firm owned 6,229 shares of the company’s... More of this article »
Image for Hi Line Capital Management LLC Buys 2,112 Shares of ConocoPhillips (NYSE:COP)

Hi Line Capital Management LLC Buys 2,112 Shares of ConocoPhillips (NYSE:COP)

Hi Line Capital Management LLC increased its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 2.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Deutsche Bank Aktiengesellschaft Boosts CommScope (NASDAQ:COMM) Price Target to $7.50

Deutsche Bank Aktiengesellschaft Boosts CommScope (NASDAQ:COMM) Price Target to $7.50

CommScope (NASDAQ:COMM – Get Free Report) had its price target upped by analysts at Deutsche Bank Aktiengesellschaft from $6.00 to $7.50 in a research report issued to clients and investors on Tuesday,Benzinga reports. The brokerage... More of this article »
Image for Balboa Wealth Partners Cuts Stock Position in Mastercard Incorporated (NYSE:MA)

Balboa Wealth Partners Cuts Stock Position in Mastercard Incorporated (NYSE:MA)

Balboa Wealth Partners lessened its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 5.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for New Covenant Trust Company N.A. Sells 117 Shares of Yum! Brands, Inc. (NYSE:YUM)

New Covenant Trust Company N.A. Sells 117 Shares of Yum! Brands, Inc. (NYSE:YUM)

New Covenant Trust Company N.A. reduced its holdings in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) by 4.7% during the 1st quarter, Holdings Channel.com reports. The fund owned 2,377 shares of the restaurant operator’s... More of this article »
Image for Kirr Marbach & Co. LLC IN Buys Shares of 3,191 Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Kirr Marbach & Co. LLC IN Buys Shares of 3,191 Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Kirr Marbach & Co. LLC IN bought a new stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) in the first quarter, according to its most recent Form 13F filing with the SEC. The fund bought... More of this article »
Image for Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Shares Bought by Pacific Financial Group Inc.

Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Shares Bought by Pacific Financial Group Inc.

Pacific Financial Group Inc. grew its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 6.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Symmetry Partners LLC Buys 9,327 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Symmetry Partners LLC Buys 9,327 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Symmetry Partners LLC raised its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 132.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Navis Wealth Advisors LLC Lowers Holdings in Prospect Capital Corporation (NASDAQ:PSEC)

Navis Wealth Advisors LLC Lowers Holdings in Prospect Capital Corporation (NASDAQ:PSEC)

Navis Wealth Advisors LLC trimmed its position in Prospect Capital Corporation (NASDAQ:PSEC – Free Report) by 29.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Fourth Dimension Wealth LLC Trims Stock Holdings in NIKE, Inc. (NYSE:NKE)

Fourth Dimension Wealth LLC Trims Stock Holdings in NIKE, Inc. (NYSE:NKE)

Fourth Dimension Wealth LLC decreased its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 9.9% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 1,814 shares of the footwear maker’s stock... More of this article »
Image for TD SYNNEX (NYSE:SNX) Issues Quarterly  Earnings Results

TD SYNNEX (NYSE:SNX) Issues Quarterly Earnings Results

TD SYNNEX (NYSE:SNX – Get Free Report) announced its quarterly earnings results on Tuesday. The business services provider reported $2.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.71 by $0.28,... More of this article »
Image for Fourth Dimension Wealth LLC Has $81,000 Stake in The Boeing Company (NYSE:BA)

Fourth Dimension Wealth LLC Has $81,000 Stake in The Boeing Company (NYSE:BA)

Fourth Dimension Wealth LLC raised its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 46.2% during the 1st quarter, HoldingsChannel reports. The firm owned 475 shares of the aircraft producer’s stock... More of this article »
Image for International Assets Investment Management LLC Increases Stock Position in United Parcel Service, Inc. (NYSE:UPS)

International Assets Investment Management LLC Increases Stock Position in United Parcel Service, Inc. (NYSE:UPS)

International Assets Investment Management LLC increased its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 1.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Pacific Sage Partners LLC Raises Holdings in United Parcel Service, Inc. (NYSE:UPS)

Pacific Sage Partners LLC Raises Holdings in United Parcel Service, Inc. (NYSE:UPS)

Pacific Sage Partners LLC grew its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 11.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Purchased by Leading Edge Financial Planning LLC

Dimensional US Small Cap Value ETF (NYSEARCA:DFSV) Shares Purchased by Leading Edge Financial Planning LLC

Leading Edge Financial Planning LLC boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 9.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Berry Wealth Group LP Grows Position in Paychex, Inc. (NASDAQ:PAYX)

Berry Wealth Group LP Grows Position in Paychex, Inc. (NASDAQ:PAYX)

Berry Wealth Group LP boosted its stake in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 40.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 2,157 shares of the business services provider’s... More of this article »
Image for International Assets Investment Management LLC Has $4.05 Million Stock Position in AbbVie Inc. (NYSE:ABBV)

International Assets Investment Management LLC Has $4.05 Million Stock Position in AbbVie Inc. (NYSE:ABBV)

International Assets Investment Management LLC lowered its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 9.0% during the first quarter, HoldingsChannel.com reports. The firm owned 19,342 shares of the company’s... More of this article »
Image for Harbour Capital Advisors LLC Boosts Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Harbour Capital Advisors LLC Boosts Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Harbour Capital Advisors LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 10.8% during the first quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for Harbour Capital Advisors LLC Invests $1.03 Million in Guidewire Software, Inc. (NYSE:GWRE)

Harbour Capital Advisors LLC Invests $1.03 Million in Guidewire Software, Inc. (NYSE:GWRE)

Harbour Capital Advisors LLC acquired a new stake in Guidewire Software, Inc. (NYSE:GWRE – Free Report) during the 1st quarter, Holdings Channel reports. The fund acquired 5,577 shares of the technology company’s stock,... More of this article »
Image for New Oriental Education & Technology Group (NYSE:EDU) Upgraded at JPMorgan Chase & Co.

New Oriental Education & Technology Group (NYSE:EDU) Upgraded at JPMorgan Chase & Co.

New Oriental Education & Technology Group (NYSE:EDU – Get Free Report) was upgraded by investment analysts at JPMorgan Chase & Co. from a “neutral” rating to an “overweight” rating in a research... More of this article »
Image for Fourth Dimension Wealth LLC Invests $136,000 in Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY)

Fourth Dimension Wealth LLC Invests $136,000 in Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY)

Fourth Dimension Wealth LLC acquired a new position in shares of Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY – Free Report) in the 1st quarter, HoldingsChannel.com reports. The fund acquired 504 shares of the biopharmaceutical... More of this article »
Image for The Progressive Corporation (NYSE:PGR) Shares Purchased by Pacific Sage Partners LLC

The Progressive Corporation (NYSE:PGR) Shares Purchased by Pacific Sage Partners LLC

Pacific Sage Partners LLC increased its position in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 0.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Target Corporation (NYSE:TGT) Shares Sold by Ledyard National Bank

Target Corporation (NYSE:TGT) Shares Sold by Ledyard National Bank

Ledyard National Bank lessened its position in Target Corporation (NYSE:TGT – Free Report) by 9.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Amgen Inc. (NASDAQ:AMGN) Stock Holdings Lowered by Ledyard National Bank

Amgen Inc. (NASDAQ:AMGN) Stock Holdings Lowered by Ledyard National Bank

Ledyard National Bank reduced its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Investment Planning Advisors Inc. Increases Stake in Vanguard Total World Stock ETF (NYSEARCA:VT)

Investment Planning Advisors Inc. Increases Stake in Vanguard Total World Stock ETF (NYSEARCA:VT)

Investment Planning Advisors Inc. increased its position in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 12.9% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Image for Levi Strauss & Co. (NYSE:LEVI) Price Target Raised to $21.00 at Bank of America

Levi Strauss & Co. (NYSE:LEVI) Price Target Raised to $21.00 at Bank of America

Levi Strauss & Co. (NYSE:LEVI – Get Free Report) had its price objective raised by stock analysts at Bank of America from $20.00 to $21.00 in a research note issued on Tuesday,Benzinga reports. The brokerage currently has... More of this article »