O Dell Group LLC trimmed its holdings in shares of 3M (NYSE:MMM – Free Report) by 7.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,215 shares of the conglomerate’s stock after selling 191 shares during the quarter. O Dell […]

Representative Jefferson Shreve (R-Indiana) recently bought shares of Pfizer Inc. (NYSE:PFE). In a filing disclosed on March 09th, the Representative disclosed that they had bought between $15,001 and $50,000 in Pfizer stock on February 24th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account. Representative Jefferson Shreve also recently made the following […]

BioNTech (NASDAQ:BNTX – Get Free Report) had its price target boosted by BMO Capital Markets from $130.00 to $143.00 in a report issued on Tuesday,Benzinga reports. The firm presently has an “outperform” rating on the stock. BMO Capital Markets’ price target would indicate a potential upside of 35.74% from the stock’s previous close. Several other […]

Representative Jefferson Shreve (R-Indiana) recently sold shares of The Trade Desk, Inc. (NASDAQ:TTD). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $1,001 and $15,000 in Trade Desk stock on February 24th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account. Representative Jefferson Shreve also recently […]

Midland Wealth Advisors LLC lessened its position in 3M (NYSE:MMM – Free Report) by 12.8% during the fourth quarter, Holdings Channel reports. The fund owned 2,300 shares of the conglomerate’s stock after selling 337 shares during the period. Midland Wealth Advisors LLC’s holdings in 3M were worth $297,000 at the end of the most recent […]

Representative Jefferson Shreve (R-Indiana) recently sold shares of EPAM Systems, Inc. (NYSE:EPAM). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $15,001 and $50,000 in EPAM Systems stock on February 24th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account. Representative Jefferson Shreve also recently made […]

Representative Jefferson Shreve (R-Indiana) recently bought shares of Oracle Co. (NYSE:ORCL). In a filing disclosed on March 09th, the Representative disclosed that they had bought between $15,001 and $50,000 in Oracle stock on February 24th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account. Representative Jefferson Shreve also recently made the following […]

Oracle Co. (NYSE:ORCL – Get Free Report) declared a quarterly dividend on Monday, March 10th, RTT News reports. Investors of record on Thursday, April 10th will be given a dividend of 0.50 per share by the enterprise software provider on Wednesday, April 23rd. This represents a $2.00 annualized dividend and a dividend yield of 1.34%. […]

GC Wealth Management RIA LLC decreased its position in shares of Accenture plc (NYSE:ACN – Free Report) by 50.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,590 shares of the information technology services provider’s stock after selling 2,650 shares during the […]

Briaud Financial Planning Inc trimmed its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 9.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 937 shares of the company’s stock after selling 100 shares during the period. Briaud […]

Fairway Wealth LLC acquired a new position in Caterpillar Inc. (NYSE:CAT – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 342 shares of the industrial products company’s stock, valued at approximately $124,000. A number of other institutional investors have also recently bought and sold shares of CAT. Halbert Hargrove Global Advisors LLC […]

Dearborn Partners LLC increased its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 4.5% in the 4th quarter, Holdings Channel reports. The firm owned 3,738 shares of the medical research company’s stock after purchasing an additional 160 shares during the period. Dearborn Partners LLC’s holdings in Amgen were worth $974,000 at the […]

Representative Jefferson Shreve (R-Indiana) recently bought shares of Prologis, Inc. (NYSE:PLD). In a filing disclosed on March 09th, the Representative disclosed that they had bought between $15,001 and $50,000 in Prologis stock on February 24th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account. Representative Jefferson Shreve also recently made the following […]

Dearborn Partners LLC cut its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,351 shares of the credit-card processor’s stock after selling 180 shares during the quarter. Dearborn Partners LLC’s holdings […]

Inspire Advisors LLC decreased its stake in shares of Semtech Co. (NASDAQ:SMTC – Free Report) by 21.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 53,826 shares of the semiconductor company’s stock after selling 15,067 shares during the quarter. Semtech accounts for about 0.4% of Inspire Advisors LLC’s holdings, making the stock […]

AGF Management Ltd. raised its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 31.6% in the fourth quarter, HoldingsChannel reports. The firm owned 1,009,491 shares of the company’s stock after buying an additional 242,337 shares during the quarter. AbbVie makes up 0.9% of AGF Management Ltd.’s investment portfolio, making the stock its […]

Representative Jefferson Shreve (R-Indiana) recently sold shares of AvalonBay Communities, Inc. (NYSE:AVB). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $15,001 and $50,000 in AvalonBay Communities stock on February 24th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account. Representative Jefferson Shreve also recently made […]

Representative Jefferson Shreve (R-Indiana) recently sold shares of United Parcel Service, Inc. (NYSE:UPS). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $15,001 and $50,000 in United Parcel Service stock on February 24th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account. Representative Jefferson Shreve also […]

Staley Capital Advisers Inc. boosted its stake in Citigroup Inc. (NYSE:C – Free Report) by 1.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 339,082 shares of the company’s stock after buying an additional 4,754 shares during the quarter. Citigroup comprises 1.1% of Staley Capital Advisers Inc.’s holdings, making the stock its 27th […]

Miller Financial Services LLC purchased a new stake in shares of Oracle Co. (NYSE:ORCL – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 3,510 shares of the enterprise software provider’s stock, valued at approximately $585,000. Other hedge funds […]

Larson Financial Group LLC grew its holdings in Accenture plc (NYSE:ACN – Free Report) by 16.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,300 shares of the information technology services provider’s stock after purchasing an additional 186 shares during the […]

Kanzhun Limited (NASDAQ:BZ – Get Free Report)’s stock price gapped up before the market opened on Tuesday . The stock had previously closed at $17.41, but opened at $19.05. Kanzhun shares last traded at $17.91, with a volume of 1,272,006 shares. Analyst Ratings Changes A number of brokerages have recently commented on BZ. CLSA initiated […]

Cushing Capital Partners LLC acquired a new stake in shares of Walmart Inc. (NYSE:WMT – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund acquired 12,409 shares of the retailer’s stock, valued at approximately $1,124,000. A number of other institutional investors and hedge funds also recently modified their holdings of WMT. FPC Investment […]

CompoSecure, Inc. (NASDAQ:CMPO – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the eight ratings firms that are currently covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a hold recommendation and seven have assigned a buy recommendation to the company. The average twelve-month target […]

Channing Capital Management LLC boosted its holdings in shares of Brunswick Co. (NYSE:BC – Free Report) by 10.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,025,123 shares of the company’s stock after purchasing an additional 100,412 shares during the period. Brunswick comprises […]

Daiwa Securities Group Inc. lessened its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 7.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 744,136 shares of the biopharmaceutical company’s stock after selling 60,386 shares during the period. Daiwa Securities Group […]

NBT Bank N A NY decreased its holdings in shares of Golub Capital BDC, Inc. (NASDAQ:GBDC – Free Report) by 2.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 76,287 shares of the investment management company’s stock after selling 2,000 shares […]

Oracle (NYSE:ORCL – Get Free Report) had its price objective lowered by analysts at Barclays from $212.00 to $202.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm currently has an “overweight” rating on the enterprise software provider’s stock. Barclays‘s price objective suggests a potential upside of 35.69% from the […]

Sage Mountain Advisors LLC reduced its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 9.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,262 shares of the medical research company’s stock after selling 446 shares during […]

GC Wealth Management RIA LLC grew its position in American Tower Co. (NYSE:AMT – Free Report) by 80.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 9,915 shares of the real estate investment trust’s stock after purchasing an additional 4,427 shares during […]

Gables Capital Management Inc. reduced its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 10.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,659 shares of the biopharmaceutical company’s stock after selling 900 shares during the quarter. Gables Capital […]

King Luther Capital Management Corp trimmed its holdings in Visa Inc. (NYSE:V – Free Report) by 1.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 957,580 shares of the credit-card processor’s stock after selling 9,403 shares during the period. Visa accounts for 1.3% of King Luther Capital Management Corp’s holdings, making the stock […]

Channing Capital Management LLC bought a new stake in NIKE, Inc. (NYSE:NKE – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 94,608 shares of the footwear maker’s stock, valued at approximately $7,159,000. Other institutional investors have […]

Isthmus Partners LLC acquired a new position in shares of Northrop Grumman Co. (NYSE:NOC – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 465 shares of the aerospace company’s stock, valued at approximately $218,000. A number of other institutional investors and hedge funds have also made changes to their positions in […]

Cushing Capital Partners LLC acquired a new position in Amgen Inc. (NASDAQ:AMGN – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 2,435 shares of the medical research company’s stock, valued at approximately $635,000. A number of other large investors have also modified […]

Endowment Wealth Management Inc. boosted its holdings in Medtronic plc (NYSE:MDT – Free Report) by 15.6% in the fourth quarter, HoldingsChannel reports. The firm owned 2,773 shares of the medical technology company’s stock after purchasing an additional 375 shares during the period. Endowment Wealth Management Inc.’s holdings in Medtronic were worth $222,000 as of its […]

Dearborn Partners LLC lowered its holdings in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 80,337 shares of the communications equipment provider’s stock after selling 1,423 shares during the period. […]

Clare Market Investments LLC purchased a new position in shares of KLA Co. (NASDAQ:KLAC – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,090 shares of the semiconductor company’s stock, valued at approximately $687,000. A number of other […]

Donaldson Capital Management LLC grew its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1,030.7% during the fourth quarter, HoldingsChannel reports. The firm owned 10,086 shares of the electric vehicle producer’s stock after buying an additional 9,194 shares during the period. Donaldson Capital Management LLC’s holdings in Tesla were worth $4,073,000 as […]

Avantax Planning Partners Inc. cut its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 6.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 247,607 shares of the biopharmaceutical company’s stock after selling 18,410 shares during the period. Avantax Planning Partners Inc.’s […]

Gables Capital Management Inc. increased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 4,152 shares of the company’s stock after purchasing an additional 200 shares during the quarter. Gables Capital […]

Representative Jefferson Shreve (R-Indiana) recently bought shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX). In a filing disclosed on March 09th, the Representative disclosed that they had bought between $15,001 and $50,000 in Vertex Pharmaceuticals stock on February 24th. The trade occurred in the Representative’s “CRT – STANDARD UNIT TRUST” account. Representative Jefferson Shreve also recently made […]

Morling Financial Advisors LLC cut its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,343 shares of the information services provider’s stock after selling 242 shares during the quarter. Alphabet makes up […]

Net Worth Advisory Group lowered its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 0.7% in the fourth quarter, HoldingsChannel reports. The firm owned 3,063 shares of the software maker’s stock after selling 23 shares during the period. Intuit comprises about 0.6% of Net Worth Advisory Group’s portfolio, making the stock its 28th largest […]

Johnson Investment Counsel Inc. trimmed its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 25,492 shares of the medical research company’s stock after selling 218 shares during the quarter. Johnson Investment Counsel Inc.’s holdings in Amgen were worth $6,644,000 as of its most […]

Johnson Investment Counsel Inc. decreased its position in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 37.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 296,124 shares of the cable giant’s stock after selling 175,006 shares during the quarter. Johnson Investment Counsel Inc.’s holdings in Comcast were worth $11,114,000 as of its most […]

King Luther Capital Management Corp reduced its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,204,911 shares of the oil and gas company’s stock after selling 13,085 shares during […]

Hesai Group (NASDAQ:HSAI – Get Free Report)’s stock price gapped up prior to trading on Tuesday . The stock had previously closed at $16.01, but opened at $18.50. Hesai Group shares last traded at $21.36, with a volume of 5,646,231 shares trading hands. Analyst Ratings Changes A number of research analysts have issued reports on […]

Avantax Planning Partners Inc. lifted its position in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 4.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 20,257 shares of the company’s stock after acquiring an additional 937 shares during the period. Avantax Planning […]

Representative Marjorie Taylor Greene (R-Georgia) recently bought shares of Dollar General Co. (NYSE:DG). In a filing disclosed on March 09th, the Representative disclosed that they had bought between $1,001 and $15,000 in Dollar General stock on March 7th. Representative Marjorie Taylor Greene also recently made the following trade(s): Purchased $1,001 – $15,000 in shares of […]