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iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Acquired by Laurel Wealth Advisors LLC
Laurel Wealth Advisors LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
IMA Wealth Inc. Has $830,000 Holdings in Invesco QQQ (NASDAQ:QQQ)
IMA Wealth Inc. boosted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
KLA (NASDAQ:KLAC) Updates Q4 2024 Earnings Guidance
KLA (NASDAQ:KLAC – Get Free Report) issued an update on its fourth quarter 2024 earnings guidance on Thursday morning. The company provided EPS guidance of 5.470-6.670 for the period, compared to the consensus EPS estimate of... More of this article »
Donaldson Capital Management LLC Increases Stock Position in Danaher Co. (NYSE:DHR)
Donaldson Capital Management LLC boosted its holdings in shares of Danaher Co. (NYSE:DHR – Free Report) by 5.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Transcend Capital Advisors LLC Sells 244 Shares of S&P Global Inc. (NYSE:SPGI)
Transcend Capital Advisors LLC lowered its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 0.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Abbott Laboratories (NYSE:ABT) Shares Sold by White Pine Capital LLC
White Pine Capital LLC lowered its position in Abbott Laboratories (NYSE:ABT – Free Report) by 11.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Thermo Fisher Scientific Inc. (NYSE:TMO) Position Increased by Alliance Wealth Advisors LLC UT
Alliance Wealth Advisors LLC UT increased its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 1.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Outlook Wealth Advisors LLC Grows Stock Holdings in Nasdaq, Inc. (NASDAQ:NDAQ)
Outlook Wealth Advisors LLC increased its position in shares of Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) by 28.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
GSK plc (NYSE:GSK) Stake Boosted by Outlook Wealth Advisors LLC
Outlook Wealth Advisors LLC boosted its holdings in shares of GSK plc (NYSE:GSK – Free Report) by 18.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Raymond James & Associates Increases Stock Position in Automatic Data Processing, Inc. (NASDAQ:ADP)
Raymond James & Associates boosted its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 3.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 946,571... More of this article »
Outlook Wealth Advisors LLC Takes Position in JPMorgan Chase & Co. (NYSE:JPM)
Outlook Wealth Advisors LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Employers Holdings, Inc. (NYSE:EIG) Plans Quarterly Dividend of $0.30
Employers Holdings, Inc. (NYSE:EIG – Get Free Report) announced a quarterly dividend on Thursday, April 25th, Zacks reports. Stockholders of record on Wednesday, May 8th will be given a dividend of 0.30 per share by the financial... More of this article »
Outlook Wealth Advisors LLC Acquires Shares of 3,642 Wells Fargo & Company (NYSE:WFC)
Outlook Wealth Advisors LLC purchased a new stake in shares of Wells Fargo & Company (NYSE:WFC) in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Bank OZK Sells 306 Shares of Honeywell International Inc. (NASDAQ:HON)
Bank OZK lessened its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 11,634 shares of the conglomerate’s stock... More of this article »
Raymond James & Associates Has $341.57 Million Holdings in Fiserv, Inc. (NYSE:FI)
Raymond James & Associates grew its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 2.5% during the first quarter, Holdings Channel.com reports. The institutional investor owned 2,137,236 shares of the business... More of this article »
Raymond James & Associates Increases Stock Position in Darden Restaurants, Inc. (NYSE:DRI)
Raymond James & Associates increased its stake in shares of Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 11.9% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Folger Nolan Fleming Douglas Capital Management Inc. Trims Position in Honeywell International Inc. (NASDAQ:HON)
Folger Nolan Fleming Douglas Capital Management Inc. lessened its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 1.8% during the fourth quarter, according to the company in its most recent filing... More of this article »
Opinicus Capital Inc. Invests $501,000 in Netflix, Inc. (NASDAQ:NFLX)
Opinicus Capital Inc. bought a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Matrix Trust Co Sells 356 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Matrix Trust Co reduced its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Acquired by Consolidated Planning Corp
Consolidated Planning Corp grew its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 42,846 shares... More of this article »
Consolidated Planning Corp Has $2.19 Million Stock Holdings in Visa Inc. (NYSE:V)
Consolidated Planning Corp increased its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 10.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Microsoft Co. (NASDAQ:MSFT) Stock Holdings Reduced by American Trust Investment Advisors LLC
American Trust Investment Advisors LLC decreased its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 0.8% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 17,630... More of this article »
Laurel Wealth Advisors LLC Has $1.28 Million Stock Holdings in BlackRock, Inc. (NYSE:BLK)
Laurel Wealth Advisors LLC lessened its position in BlackRock, Inc. (NYSE:BLK – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,582 shares... More of this article »
Advisory Services & Investments LLC Has $13.43 Million Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Advisory Services & Investments LLC lowered its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Folger Nolan Fleming Douglas Capital Management Inc. Has $681,000 Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Folger Nolan Fleming Douglas Capital Management Inc. cut its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 37.5% during the fourth quarter, according to its most recent disclosure with the SEC.... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Bought by Citizens Financial Group Inc. RI
Citizens Financial Group Inc. RI boosted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 34.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Investment Partners LTD. Has $5.51 Million Holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Investment Partners LTD. lifted its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 0.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
PGGM Investments Trims Position in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
PGGM Investments lessened its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 8.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
United Parcel Service, Inc. (NYSE:UPS) Shares Sold by Laurel Wealth Advisors LLC
Laurel Wealth Advisors LLC trimmed its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 5.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Shares Bought by Laurel Wealth Advisors LLC
Laurel Wealth Advisors LLC grew its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 17.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Donaldson Capital Management LLC Increases Stake in Alphabet Inc. (NASDAQ:GOOGL)
Donaldson Capital Management LLC grew its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 67,772 shares of the information... More of this article »
AT&T Inc. (NYSE:T) Shares Sold by Donaldson Capital Management LLC
Donaldson Capital Management LLC trimmed its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 10.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Bank of America Co. (NYSE:BAC) Shares Sold by Donaldson Capital Management LLC
Donaldson Capital Management LLC reduced its stake in shares of Bank of America Co. (NYSE:BAC) by 29.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Phillips Edison & Company, Inc. (NASDAQ:PECO) Issues FY24 Earnings Guidance
Phillips Edison & Company, Inc. (NASDAQ:PECO – Get Free Report) updated its FY24 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of $2.37-$2.45 for the period, compared to the consensus... More of this article »
ASML Holding (NASDAQ:ASML) Shares Bought by Raymond James & Associates
Raymond James & Associates lifted its stake in shares of ASML Holding (NASDAQ:ASML – Free Report) by 7.3% during the first quarter, Holdings Channel reports. The firm owned 205,880 shares of the semiconductor company’s... More of this article »
Intact Investment Management Inc. Increases Position in Union Pacific Co. (NYSE:UNP)
Intact Investment Management Inc. grew its holdings in Union Pacific Co. (NYSE:UNP – Free Report) by 20.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 35,850 shares of the railroad... More of this article »
Transcend Capital Advisors LLC Acquires 4,468 Shares of Chevron Co. (NYSE:CVX)
Transcend Capital Advisors LLC lifted its position in Chevron Co. (NYSE:CVX – Free Report) by 15.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 33,858 shares of... More of this article »
Gilliland Jeter Wealth Management LLC Acquires New Stake in Comcast Co. (NASDAQ:CMCSA)
Gilliland Jeter Wealth Management LLC acquired a new stake in Comcast Co. (NASDAQ:CMCSA – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 4,994 shares of the cable giant’s stock, valued... More of this article »