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Image for Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Sold by Greenup Street Wealth Management LLC

Vanguard Small-Cap ETF (NYSEARCA:VB) Shares Sold by Greenup Street Wealth Management LLC

Greenup Street Wealth Management LLC decreased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 12.1% in the fourth quarter, HoldingsChannel reports. The firm owned 7,882 shares of the company’s... More of this article »
Image for BankPlus Wealth Management LLC Acquires Shares of 26,003 Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)

BankPlus Wealth Management LLC Acquires Shares of 26,003 Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)

BankPlus Wealth Management LLC bought a new position in shares of Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Strategic Wealth Investment Group LLC Invests $16.12 Million in iShares Russell 2000 ETF (NYSEARCA:IWM)

Strategic Wealth Investment Group LLC Invests $16.12 Million in iShares Russell 2000 ETF (NYSEARCA:IWM)

Strategic Wealth Investment Group LLC purchased a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Northwest Financial Advisors Has $354,000 Stock Position in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ)

Northwest Financial Advisors Has $354,000 Stock Position in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ)

Northwest Financial Advisors increased its holdings in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 43.6% during the 4th quarter, according to its most recent filing with the Securities and... More of this article »
Image for Baldwin Wealth Partners LLC MA Has $340,000 Position in Infosys Limited (NYSE:INFY)

Baldwin Wealth Partners LLC MA Has $340,000 Position in Infosys Limited (NYSE:INFY)

Baldwin Wealth Partners LLC MA lifted its holdings in Infosys Limited (NYSE:INFY – Free Report) by 45.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 15,532 shares of the technology company’s stock... More of this article »
Image for Apexium Financial LP Acquires 190 Shares of General Electric (NYSE:GE)

Apexium Financial LP Acquires 190 Shares of General Electric (NYSE:GE)

Apexium Financial LP boosted its holdings in General Electric (NYSE:GE – Free Report) by 16.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,311 shares of the conglomerate’s stock... More of this article »
Image for Nilsine Partners LLC Has $3.82 Million Position in Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB)

Nilsine Partners LLC Has $3.82 Million Position in Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB)

Nilsine Partners LLC boosted its stake in shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 12.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for Integrity Wealth Solutions LLC Raises Holdings in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Integrity Wealth Solutions LLC Raises Holdings in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Integrity Wealth Solutions LLC boosted its stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 15.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 135,325 shares of the company’s... More of this article »
Image for Nilsine Partners LLC Purchases 6,510 Shares of MGIC Investment Co. (NYSE:MTG)

Nilsine Partners LLC Purchases 6,510 Shares of MGIC Investment Co. (NYSE:MTG)

Nilsine Partners LLC grew its position in shares of MGIC Investment Co. (NYSE:MTG – Free Report) by 8.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Integrity Wealth Solutions LLC Boosts Stock Holdings in Uber Technologies, Inc. (NYSE:UBER)

Integrity Wealth Solutions LLC Boosts Stock Holdings in Uber Technologies, Inc. (NYSE:UBER)

Integrity Wealth Solutions LLC grew its stake in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 28.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ) Shares Purchased by Foundations Investment Advisors LLC

Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ) Shares Purchased by Foundations Investment Advisors LLC

Foundations Investment Advisors LLC boosted its holdings in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ – Free Report) by 228.6% during the fourth quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Image for Q1 Earnings Estimate for BOK Financial Issued By DA Davidson

Q1 Earnings Estimate for BOK Financial Issued By DA Davidson

BOK Financial Co. (NASDAQ:BOKF – Free Report) – Analysts at DA Davidson issued their Q1 2025 earnings per share estimates for BOK Financial in a research report issued on Monday, January 27th. DA Davidson analyst P.... More of this article »
Image for Union Bancaire Privee UBP SA Invests $2.20 Million in Targa Resources Corp. (NYSE:TRGP)

Union Bancaire Privee UBP SA Invests $2.20 Million in Targa Resources Corp. (NYSE:TRGP)

Union Bancaire Privee UBP SA bought a new stake in shares of Targa Resources Corp. (NYSE:TRGP – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 13,074 shares of the pipeline company’s stock,... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOG) Shares Bought by GSB Wealth Management LLC

Alphabet Inc. (NASDAQ:GOOG) Shares Bought by GSB Wealth Management LLC

GSB Wealth Management LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Mount Yale Investment Advisors LLC Lowers Holdings in Natera, Inc. (NASDAQ:NTRA)

Mount Yale Investment Advisors LLC Lowers Holdings in Natera, Inc. (NASDAQ:NTRA)

Mount Yale Investment Advisors LLC lowered its stake in shares of Natera, Inc. (NASDAQ:NTRA – Free Report) by 11.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 6,636 shares of... More of this article »
Image for Mount Yale Investment Advisors LLC Makes New $944,000 Investment in Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI)

Mount Yale Investment Advisors LLC Makes New $944,000 Investment in Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI)

Mount Yale Investment Advisors LLC purchased a new stake in Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Parsons Capital Management Inc. RI Sells 336 Shares of Otis Worldwide Co. (NYSE:OTIS)

Parsons Capital Management Inc. RI Sells 336 Shares of Otis Worldwide Co. (NYSE:OTIS)

Parsons Capital Management Inc. RI reduced its position in Otis Worldwide Co. (NYSE:OTIS – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for PFG Investments LLC Has $1.22 Million Holdings in General Mills, Inc. (NYSE:GIS)

PFG Investments LLC Has $1.22 Million Holdings in General Mills, Inc. (NYSE:GIS)

PFG Investments LLC grew its position in General Mills, Inc. (NYSE:GIS – Free Report) by 7.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 19,193 shares of the company’s stock after purchasing... More of this article »
Image for Webster Bank N. A. Lowers Stock Position in Omnicom Group Inc. (NYSE:OMC)

Webster Bank N. A. Lowers Stock Position in Omnicom Group Inc. (NYSE:OMC)

Webster Bank N. A. cut its stake in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 18.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 1,823 shares of the business services provider’s... More of this article »
Image for Webster Bank N. A. Invests $26,000 in The Progressive Co. (NYSE:PGR)

Webster Bank N. A. Invests $26,000 in The Progressive Co. (NYSE:PGR)

Webster Bank N. A. bought a new stake in The Progressive Co. (NYSE:PGR – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 109 shares of the insurance provider’s stock, valued at approximately... More of this article »
Image for Pacer Advisors Inc. Grows Position in Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD)

Pacer Advisors Inc. Grows Position in Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD)

Pacer Advisors Inc. boosted its stake in shares of Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Microsaic Systems (LON:MSYS) Stock Price Up 11.7%  – Time to Buy?

Microsaic Systems (LON:MSYS) Stock Price Up 11.7% – Time to Buy?

Microsaic Systems plc (LON:MSYS – Get Free Report) was up 11.7% during mid-day trading on Tuesday . The stock traded as high as GBX 0.89 ($0.01) and last traded at GBX 0.85 ($0.01). Approximately 4,976,449 shares changed hands... More of this article »
Image for United Asset Strategies Inc. Sells 600 Shares of Willis Towers Watson Public Limited (NASDAQ:WTW)

United Asset Strategies Inc. Sells 600 Shares of Willis Towers Watson Public Limited (NASDAQ:WTW)

United Asset Strategies Inc. lowered its stake in shares of Willis Towers Watson Public Limited (NASDAQ:WTW – Free Report) by 23.8% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for KBC Group NV Sells 1,764 Shares of Crown Castle Inc. (NYSE:CCI)

KBC Group NV Sells 1,764 Shares of Crown Castle Inc. (NYSE:CCI)

KBC Group NV lessened its stake in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 0.5% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 375,746 shares of the real estate investment... More of this article »
Image for Cornerstone Wealth Group LLC Acquires 147 Shares of Aflac Incorporated (NYSE:AFL)

Cornerstone Wealth Group LLC Acquires 147 Shares of Aflac Incorporated (NYSE:AFL)

Cornerstone Wealth Group LLC grew its stake in Aflac Incorporated (NYSE:AFL – Free Report) by 4.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Union Bancaire Privee UBP SA Invests $2.97 Million in Vertiv Holdings Co (NYSE:VRT)

Union Bancaire Privee UBP SA Invests $2.97 Million in Vertiv Holdings Co (NYSE:VRT)

Union Bancaire Privee UBP SA acquired a new stake in shares of Vertiv Holdings Co (NYSE:VRT – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 27,092 shares of the company’s stock, valued... More of this article »
Image for 34,455 Shares in Fortune Brands Innovations, Inc. (NYSE:FBIN) Purchased by Union Bancaire Privee UBP SA

34,455 Shares in Fortune Brands Innovations, Inc. (NYSE:FBIN) Purchased by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA bought a new stake in shares of Fortune Brands Innovations, Inc. (NYSE:FBIN – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 34,455 shares of... More of this article »
Image for Apexium Financial LP Sells 200 Shares of General American Investors Company, Inc. (NYSE:GAM)

Apexium Financial LP Sells 200 Shares of General American Investors Company, Inc. (NYSE:GAM)

Apexium Financial LP decreased its position in shares of General American Investors Company, Inc. (NYSE:GAM – Free Report) by 2.3% in the fourth quarter, Holdings Channel reports. The fund owned 8,345 shares of the investment... More of this article »
Image for Capital Asset Advisory Services LLC Has $287,000 Holdings in Gartner, Inc. (NYSE:IT)

Capital Asset Advisory Services LLC Has $287,000 Holdings in Gartner, Inc. (NYSE:IT)

Capital Asset Advisory Services LLC decreased its position in shares of Gartner, Inc. (NYSE:IT – Free Report) by 5.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Sea Limited (NYSE:SE) Shares Acquired by Blue Trust Inc.

Sea Limited (NYSE:SE) Shares Acquired by Blue Trust Inc.

Blue Trust Inc. lifted its holdings in shares of Sea Limited (NYSE:SE – Free Report) by 50.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »