Home » Author Archive

Image for Lewis Asset Management LLC Sells 22,613 Shares of Pfizer Inc. (NYSE:PFE)

Lewis Asset Management LLC Sells 22,613 Shares of Pfizer Inc. (NYSE:PFE)

Lewis Asset Management LLC lessened its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 68.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Barclays Raises Brinker International (NYSE:EAT) Price Target to $190.00

Barclays Raises Brinker International (NYSE:EAT) Price Target to $190.00

Brinker International (NYSE:EAT – Get Free Report) had its price objective boosted by stock analysts at Barclays from $150.00 to $190.00 in a research note issued on Thursday,Benzinga reports. The brokerage presently has an... More of this article »
Image for First Affirmative Financial Network Has $811,000 Position in UnitedHealth Group Incorporated (NYSE:UNH)

First Affirmative Financial Network Has $811,000 Position in UnitedHealth Group Incorporated (NYSE:UNH)

First Affirmative Financial Network trimmed its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for SPDR Gold Shares (NYSEARCA:GLD) Shares Sold by USAdvisors Wealth Management LLC

SPDR Gold Shares (NYSEARCA:GLD) Shares Sold by USAdvisors Wealth Management LLC

USAdvisors Wealth Management LLC trimmed its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 5.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Coston McIsaac & Partners Purchases 29,083 Shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Coston McIsaac & Partners Purchases 29,083 Shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF)

Coston McIsaac & Partners boosted its position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 509.0% during the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Shares Sold by Coston McIsaac & Partners

SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Shares Sold by Coston McIsaac & Partners

Coston McIsaac & Partners lowered its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 17.3% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Coston McIsaac & Partners Buys 1,376 Shares of Camden National Co. (NASDAQ:CAC)

Coston McIsaac & Partners Buys 1,376 Shares of Camden National Co. (NASDAQ:CAC)

Coston McIsaac & Partners boosted its stake in Camden National Co. (NASDAQ:CAC – Free Report) by 11.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Busey Bank Increases Position in Expeditors International of Washington, Inc. (NASDAQ:EXPD)

Busey Bank Increases Position in Expeditors International of Washington, Inc. (NASDAQ:EXPD)

Busey Bank grew its holdings in Expeditors International of Washington, Inc. (NASDAQ:EXPD – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 96,659... More of this article »
Image for Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Sold by American Institute for Advanced Investment Management LLP

Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) Shares Sold by American Institute for Advanced Investment Management LLP

American Institute for Advanced Investment Management LLP lowered its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 6.5% in the fourth quarter, according to the company in its most... More of this article »
Image for BDF Gestion Has $4.76 Million Position in MetLife, Inc. (NYSE:MET)

BDF Gestion Has $4.76 Million Position in MetLife, Inc. (NYSE:MET)

BDF Gestion cut its stake in MetLife, Inc. (NYSE:MET – Free Report) by 11.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 58,117... More of this article »
Image for Lawson Kroeker Investment Management Inc. NE Reduces Stock Position in SunOpta Inc. (NASDAQ:STKL)

Lawson Kroeker Investment Management Inc. NE Reduces Stock Position in SunOpta Inc. (NASDAQ:STKL)

Lawson Kroeker Investment Management Inc. NE lowered its position in shares of SunOpta Inc. (NASDAQ:STKL – Free Report) (TSE:SOY) by 23.3% in the 4th quarter, according to its most recent 13F filing with the Securities &... More of this article »
Image for New England Research & Management Inc. Sells 1,855 Shares of The Estée Lauder Companies Inc. (NYSE:EL)

New England Research & Management Inc. Sells 1,855 Shares of The Estée Lauder Companies Inc. (NYSE:EL)

New England Research & Management Inc. lowered its position in shares of The Estée Lauder Companies Inc. (NYSE:EL – Free Report) by 39.6% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for Trane Technologies (NYSE:TT) Updates FY 2025 Earnings Guidance

Trane Technologies (NYSE:TT) Updates FY 2025 Earnings Guidance

Trane Technologies (NYSE:TT – Get Free Report) issued an update on its FY 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 12.700-12.900 for the period, compared to the consensus... More of this article »
Image for Veritex (NASDAQ:VBTX) Stock Rating Upgraded by Hovde Group

Veritex (NASDAQ:VBTX) Stock Rating Upgraded by Hovde Group

Veritex (NASDAQ:VBTX – Get Free Report) was upgraded by equities research analysts at Hovde Group from a “market perform” rating to an “outperform” rating in a report issued on Thursday,Finviz reports.... More of this article »
Image for Baader Bank Aktiengesellschaft Cuts Stock Position in Oracle Co. (NYSE:ORCL)

Baader Bank Aktiengesellschaft Cuts Stock Position in Oracle Co. (NYSE:ORCL)

Baader Bank Aktiengesellschaft trimmed its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for DMC Group LLC Has $874,000 Stock Holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT)

DMC Group LLC Has $874,000 Stock Holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT)

DMC Group LLC raised its stake in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) Shares Acquired by USAdvisors Wealth Management LLC

Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV) Shares Acquired by USAdvisors Wealth Management LLC

USAdvisors Wealth Management LLC lifted its stake in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 77.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Image for Kingswood Wealth Advisors LLC Has $2.05 Million Position in Johnson & Johnson (NYSE:JNJ)

Kingswood Wealth Advisors LLC Has $2.05 Million Position in Johnson & Johnson (NYSE:JNJ)

Kingswood Wealth Advisors LLC lessened its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 61.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 14,150... More of this article »
Image for Abel Hall LLC Boosts Stock Holdings in Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Abel Hall LLC Boosts Stock Holdings in Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

Abel Hall LLC lifted its stake in Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 16.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for 16,216 Shares in First Trust Cloud Computing ETF (NASDAQ:SKYY) Bought by Synergy Asset Management LLC

16,216 Shares in First Trust Cloud Computing ETF (NASDAQ:SKYY) Bought by Synergy Asset Management LLC

Synergy Asset Management LLC purchased a new stake in First Trust Cloud Computing ETF (NASDAQ:SKYY – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Washington Capital Management Inc. Decreases Stake in Ingredion Incorporated (NYSE:INGR)

Washington Capital Management Inc. Decreases Stake in Ingredion Incorporated (NYSE:INGR)

Washington Capital Management Inc. trimmed its stake in shares of Ingredion Incorporated (NYSE:INGR – Free Report) by 63.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for BMO Covered Call Health Care ETF (TSE:ZWHC) Plans $0.16 Monthly Dividend

BMO Covered Call Health Care ETF (TSE:ZWHC) Plans $0.16 Monthly Dividend

BMO Covered Call Health Care ETF (TSE:ZWHC – Get Free Report) announced a monthly dividend on Thursday, January 30th,TickerTech Dividends reports. Shareholders of record on Tuesday, February 4th will be paid a dividend of 0.16... More of this article »
Image for Strategic Planning Group LLC Buys 978 Shares of American Tower Co. (NYSE:AMT)

Strategic Planning Group LLC Buys 978 Shares of American Tower Co. (NYSE:AMT)

Strategic Planning Group LLC increased its position in shares of American Tower Co. (NYSE:AMT – Free Report) by 4.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Fifth Third Bancorp (NASDAQ:FITB) Shares Sold by Hantz Financial Services Inc.

Fifth Third Bancorp (NASDAQ:FITB) Shares Sold by Hantz Financial Services Inc.

Hantz Financial Services Inc. decreased its holdings in Fifth Third Bancorp (NASDAQ:FITB – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Rep. Marjorie Taylor Greene Purchases Shares of Caterpillar Inc. (NYSE:CAT)

Rep. Marjorie Taylor Greene Purchases Shares of Caterpillar Inc. (NYSE:CAT)

Representative Marjorie Taylor Greene (R-Georgia) recently bought shares of Caterpillar Inc. (NYSE:CAT). In a filing disclosed on January 27th, the Representative disclosed that they had bought between $1,001 and $15,000 in Caterpillar... More of this article »