Home » Author Archive

Image for MinichMacGregor Wealth Management LLC Boosts Position in Vanguard Health Care ETF (NYSEARCA:VHT)

MinichMacGregor Wealth Management LLC Boosts Position in Vanguard Health Care ETF (NYSEARCA:VHT)

MinichMacGregor Wealth Management LLC lifted its stake in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 17.0% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Dakota Wealth Management Decreases Stake in Northrop Grumman Co. (NYSE:NOC)

Dakota Wealth Management Decreases Stake in Northrop Grumman Co. (NYSE:NOC)

Dakota Wealth Management reduced its position in Northrop Grumman Co. (NYSE:NOC – Free Report) by 24.1% during the fourth quarter, HoldingsChannel reports. The fund owned 5,016 shares of the aerospace company’s stock after... More of this article »
Image for iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Sold by Olistico Wealth LLC

iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Sold by Olistico Wealth LLC

Olistico Wealth LLC trimmed its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 22.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 4,170 shares of the company’s... More of this article »
Image for Galvin Gaustad & Stein LLC Boosts Stake in Uber Technologies, Inc. (NYSE:UBER)

Galvin Gaustad & Stein LLC Boosts Stake in Uber Technologies, Inc. (NYSE:UBER)

Galvin Gaustad & Stein LLC increased its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 34.6% in the 4th quarter, Holdings Channel reports. The firm owned 297,545 shares of the ride-sharing company’s... More of this article »
Image for Wendell David Associates Inc. Trims Stake in The Walt Disney Company (NYSE:DIS)

Wendell David Associates Inc. Trims Stake in The Walt Disney Company (NYSE:DIS)

Wendell David Associates Inc. cut its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 1.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 7,880 shares of the entertainment giant’s... More of this article »
Image for Fifth Third Bancorp (NASDAQ:FITB) Price Target Raised to $50.00 at DA Davidson

Fifth Third Bancorp (NASDAQ:FITB) Price Target Raised to $50.00 at DA Davidson

Fifth Third Bancorp (NASDAQ:FITB – Get Free Report) had its target price upped by research analysts at DA Davidson from $49.00 to $50.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The... More of this article »
Image for Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Phillips Wealth Planners LLC

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Phillips Wealth Planners LLC

Phillips Wealth Planners LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 9.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,319 shares... More of this article »
Image for Fortinet, Inc. (NASDAQ:FTNT) Shares Purchased by Donoghue Forlines LLC

Fortinet, Inc. (NASDAQ:FTNT) Shares Purchased by Donoghue Forlines LLC

Donoghue Forlines LLC grew its holdings in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 160.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 21,791 shares of the software maker’s stock... More of this article »
Image for Avior Wealth Management LLC Trims Holdings in Fiserv, Inc. (NYSE:FI)

Avior Wealth Management LLC Trims Holdings in Fiserv, Inc. (NYSE:FI)

Avior Wealth Management LLC lessened its stake in Fiserv, Inc. (NYSE:FI – Free Report) by 11.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for Janney Montgomery Scott LLC Has $189.26 Million Position in Merck & Co., Inc. (NYSE:MRK)

Janney Montgomery Scott LLC Has $189.26 Million Position in Merck & Co., Inc. (NYSE:MRK)

Janney Montgomery Scott LLC increased its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.9% in the 4th quarter, Holdings Channel reports. The firm owned 1,902,509 shares of the company’s stock after purchasing... More of this article »
Image for GoalVest Advisory LLC Has $1.25 Million Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

GoalVest Advisory LLC Has $1.25 Million Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

GoalVest Advisory LLC lowered its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 2.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for D.B. Root & Company LLC Buys Shares of 2,579 Applied Materials, Inc. (NASDAQ:AMAT)

D.B. Root & Company LLC Buys Shares of 2,579 Applied Materials, Inc. (NASDAQ:AMAT)

D.B. Root & Company LLC purchased a new position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Inspire Investing LLC Sells 8,598 Shares of Schlumberger Limited (NYSE:SLB)

Inspire Investing LLC Sells 8,598 Shares of Schlumberger Limited (NYSE:SLB)

Inspire Investing LLC cut its stake in Schlumberger Limited (NYSE:SLB – Free Report) by 6.2% in the 4th quarter, Holdings Channel reports. The firm owned 129,392 shares of the oil and gas company’s stock after selling... More of this article »
Image for Goldstein Advisors LLC Trims Holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Goldstein Advisors LLC Trims Holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

Goldstein Advisors LLC lowered its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 2.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Whalen Wealth Management Inc. Takes Position in Cognex Co. (NASDAQ:CGNX)

Whalen Wealth Management Inc. Takes Position in Cognex Co. (NASDAQ:CGNX)

Whalen Wealth Management Inc. purchased a new position in shares of Cognex Co. (NASDAQ:CGNX – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 8,855 shares of the scientific and technical instruments... More of this article »
Image for Cedar Point Capital Partners LLC Grows Stock Position in Principal Active High Yield ETF (NYSEARCA:YLD)

Cedar Point Capital Partners LLC Grows Stock Position in Principal Active High Yield ETF (NYSEARCA:YLD)

Cedar Point Capital Partners LLC increased its position in Principal Active High Yield ETF (NYSEARCA:YLD – Free Report) by 2.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for CMC Markets (LON:CMCX) Stock Price Down 17.9%  – Time to Sell?

CMC Markets (LON:CMCX) Stock Price Down 17.9% – Time to Sell?

CMC Markets Plc (LON:CMCX – Get Free Report)’s share price dropped 17.9% during mid-day trading on Thursday . The company traded as low as GBX 217.50 ($2.68) and last traded at GBX 217.50 ($2.68). Approximately 1,458,474... More of this article »
Image for T-Mobile US, Inc. (NASDAQ:TMUS) Shares Sold by Wendell David Associates Inc.

T-Mobile US, Inc. (NASDAQ:TMUS) Shares Sold by Wendell David Associates Inc.

Wendell David Associates Inc. lowered its stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 8.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Veeva Systems Inc. (NYSE:VEEV) Position Reduced by Riverbridge Partners LLC

Veeva Systems Inc. (NYSE:VEEV) Position Reduced by Riverbridge Partners LLC

Riverbridge Partners LLC reduced its position in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 3.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Capital Planning Advisors LLC Acquires 244 Shares of Intuit Inc. (NASDAQ:INTU)

Capital Planning Advisors LLC Acquires 244 Shares of Intuit Inc. (NASDAQ:INTU)

Capital Planning Advisors LLC grew its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 11.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for True North Advisors LLC Invests $302,000 in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

True North Advisors LLC Invests $302,000 in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

True North Advisors LLC bought a new stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 7,228 shares of the exchange traded fund’s... More of this article »
Image for Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) is D.B. Root & Company LLC’s 3rd Largest Position

Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) is D.B. Root & Company LLC’s 3rd Largest Position

D.B. Root & Company LLC lifted its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Mutual Advisors LLC Has $5.49 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Mutual Advisors LLC Has $5.49 Million Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Mutual Advisors LLC trimmed its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 28.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Madrona Financial Services LLC Has $230,000 Holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Madrona Financial Services LLC Has $230,000 Holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Madrona Financial Services LLC cut its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 96.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Madrona Financial Services LLC Sells 3,018 Shares of Sila Realty Trust, Inc. (NYSE:SILA)

Madrona Financial Services LLC Sells 3,018 Shares of Sila Realty Trust, Inc. (NYSE:SILA)

Madrona Financial Services LLC trimmed its holdings in shares of Sila Realty Trust, Inc. (NYSE:SILA – Free Report) by 1.4% during the fourth quarter, HoldingsChannel reports. The fund owned 206,768 shares of the company’s... More of this article »