The Latest Headlines at Watch List News

iShares S&P 500 Growth ETF (NYSEARCA:IVW) Stake Cut by Procyon Advisors LLC

Posted by Kyle Jackson on Mar 26th, 2023

Procyon Advisors LLC cut its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Get Rating) by 4.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »

Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Bought by Procyon Advisors LLC

Posted by Mark Dietrich on Mar 26th, 2023

Procyon Advisors LLC grew its position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Get Rating) by 9.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 100,059 shares of the company’s stock after... More of this article »

Sterneck Capital Management LLC Acquires Shares of 17,888 AT&T Inc. (NYSE:T)

Posted by Lindsey Winhoffer on Mar 26th, 2023

Sterneck Capital Management LLC acquired a new stake in AT&T Inc. (NYSE:T – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »

Iron Horse Wealth Management LLC Acquires 2,601 Shares of Principal Financial Group, Inc. (NASDAQ:PFG)

Posted by Lindsey Winhoffer on Mar 26th, 2023

Iron Horse Wealth Management LLC increased its holdings in shares of Principal Financial Group, Inc. (NASDAQ:PFG – Get Rating) by 203.5% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »

PFG Private Wealth Management LLC Sells 170 Shares of Medtronic plc (NYSE:MDT)

Posted by Lindsey Winhoffer on Mar 26th, 2023

PFG Private Wealth Management LLC trimmed its position in shares of Medtronic plc (NYSE:MDT – Get Rating) by 18.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 753 shares of the medical... More of this article »

Procyon Advisors LLC Grows Position in PayPal Holdings, Inc. (NASDAQ:PYPL)

Posted by Mark Dietrich on Mar 26th, 2023

Procyon Advisors LLC boosted its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 53.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »

Retirement Planning Group Reduces Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Posted by Nicole Kennedy on Mar 26th, 2023

Retirement Planning Group decreased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Get Rating) by 11.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »

Marion Wealth Management Boosts Holdings in Philip Morris International Inc. (NYSE:PM)

Posted by Micah Haroldson on Mar 26th, 2023

Marion Wealth Management raised its stake in shares of Philip Morris International Inc. (NYSE:PM – Get Rating) by 18.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »

EOG Resources, Inc. (NYSE:EOG) Shares Sold by DeDora Capital Inc.

Posted by Mark Dietrich on Mar 26th, 2023

DeDora Capital Inc. reduced its stake in shares of EOG Resources, Inc. (NYSE:EOG – Get Rating) by 6.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »

Fiduciary Alliance LLC Acquires Shares of 33,824 Eaton Co. plc (NYSE:ETN)

Posted by Mark Dietrich on Mar 26th, 2023

Fiduciary Alliance LLC acquired a new stake in shares of Eaton Co. plc (NYSE:ETN – Get Rating) in the 4th quarter, HoldingsChannel reports. The firm acquired 33,824 shares of the industrial products company’s stock, valued... More of this article »

Fiduciary Alliance LLC Makes New Investment in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Posted by Mark Dietrich on Mar 26th, 2023

Fiduciary Alliance LLC bought a new position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Get Rating) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »

Obsidian Personal Planning Solutions LLC Invests $239,000 in The Home Depot, Inc. (NYSE:HD)

Posted by Mark Dietrich on Mar 26th, 2023

Obsidian Personal Planning Solutions LLC acquired a new position in The Home Depot, Inc. (NYSE:HD – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »

2,278 Shares in The Home Depot, Inc. (NYSE:HD) Purchased by Family Asset Management LLC

Posted by Hanz Christensen on Mar 26th, 2023

Family Asset Management LLC purchased a new position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »

The Home Depot, Inc. (NYSE:HD) Position Increased by Altus Wealth Group LLC

Posted by Mark Dietrich on Mar 26th, 2023

Altus Wealth Group LLC raised its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 13.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,237 shares... More of this article »

Boyd Watterson Asset Management LLC OH Has $1.66 Million Position in The Home Depot, Inc. (NYSE:HD)

Posted by Nicole Kennedy on Mar 26th, 2023

Boyd Watterson Asset Management LLC OH lowered its holdings in The Home Depot, Inc. (NYSE:HD – Get Rating) by 3.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »