Janney Capital Management LLC lessened its stake in Linde plc (NASDAQ:LIN – Free Report) by 3.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 21,420 shares of the basic materials company’s stock after selling 826 shares during the period. Janney Capital Management LLC’s […]

ONE Gas, Inc. (NYSE:OGS – Get Free Report) announced a quarterly dividend on Tuesday, January 21st,RTT News reports. Shareholders of record on Friday, February 21st will be given a dividend of 0.67 per share by the utilities provider on Friday, March 7th. This represents a $2.68 annualized dividend and a yield of 3.71%. This is […]

MCF Advisors LLC boosted its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 21.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,413 shares of the medical research company’s stock after acquiring an additional 940 shares during the quarter. MCF […]

Nisa Investment Advisors LLC lifted its holdings in shares of Stryker Co. (NYSE:SYK – Free Report) by 21.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 124,596 shares of the medical technology company’s stock after acquiring an additional 21,801 shares during the period. Nisa Investment […]

MBM Wealth Consultants LLC grew its holdings in shares of FedEx Co. (NYSE:FDX – Free Report) by 3.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 4,817 shares of the shipping service provider’s stock after acquiring an additional 142 shares during the period. MBM Wealth Consultants LLC’s holdings in FedEx were worth $1,321,000 […]

Daymark Wealth Partners LLC cut its position in Union Pacific Co. (NYSE:UNP – Free Report) by 6.1% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 24,175 shares of the railroad operator’s stock after selling 1,573 shares during the period. Daymark Wealth Partners LLC’s holdings in Union Pacific were worth $5,513,000 at the end […]

White Pine Investment CO decreased its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 67.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 12,905 shares of the coffee company’s stock after selling 26,653 shares during the quarter. White Pine Investment CO’s holdings in Starbucks were worth $1,178,000 at the end of the […]

Bourne Lent Asset Management Inc. lowered its stake in shares of Stryker Co. (NYSE:SYK – Free Report) by 18.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 884 shares of the medical technology company’s stock after selling 200 shares during […]

Park Place Capital Corp grew its position in shares of TotalEnergies SE (NYSE:TTE – Free Report) by 3.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,071 shares of the company’s stock after buying an additional 292 shares during the quarter. Park […]

Daymark Wealth Partners LLC bought a new position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 9,272 shares of the asset manager’s stock, valued at approximately $9,505,000. Several other large investors also recently bought and sold shares of the stock. FSA Wealth Management LLC […]

XML Financial LLC lifted its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 6.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 43,072 shares of the exchange traded fund’s stock after purchasing an additional 2,495 shares during the quarter. SPDR Gold Shares accounts for approximately 1.0% of XML Financial […]

Nisa Investment Advisors LLC reduced its stake in shares of Citigroup Inc. (NYSE:C – Free Report) by 0.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 474,827 shares of the company’s stock after selling 4,176 shares during the period. Nisa Investment Advisors LLC’s holdings in Citigroup were worth $33,423,000 as of its […]

Cadre Holdings, Inc. (NYSE:CDRE – Get Free Report) announced a quarterly dividend on Tuesday, January 21st,RTT News reports. Shareholders of record on Friday, January 31st will be paid a dividend of 0.095 per share on Friday, February 14th. This represents a $0.38 annualized dividend and a yield of 0.97%. This is a boost from Cadre’s […]

Davis Capital Management cut its holdings in Lockheed Martin Co. (NYSE:LMT – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,814 shares of the aerospace company’s stock after selling 58 shares during the quarter. Davis Capital Management’s holdings […]

Perfromance Wealth Partners LLC decreased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 46.6% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 250 shares of the Internet television network’s stock after selling 218 shares during the quarter. Perfromance Wealth Partners LLC’s holdings in Netflix were worth $223,000 at the […]

Pure Financial Advisors LLC grew its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 15,329 shares of the exchange traded fund’s stock after purchasing an additional 26 shares during the quarter. Pure […]

Cetera Trust Company N.A lowered its position in shares of The Southern Company (NYSE:SO – Free Report) by 30.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 450 shares of the utilities provider’s stock after selling 200 shares during the period. […]

Cetera Trust Company N.A increased its position in shares of TotalEnergies SE (NYSE:TTE – Free Report) by 5.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,090 shares of the company’s stock after purchasing an additional 220 shares during the […]

Park Place Capital Corp boosted its position in Quanta Services, Inc. (NYSE:PWR – Free Report) by 21.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,456 shares of the construction company’s stock after purchasing an additional 787 shares during the period. Park Place […]

Clear Harbor Asset Management LLC raised its holdings in Medtronic plc (NYSE:MDT – Free Report) by 3.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,855 shares of the medical technology company’s stock after buying an additional 297 shares during the period. Clear […]

MBM Wealth Consultants LLC increased its stake in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 7.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 1,201 shares of the financial services provider’s stock after acquiring an additional 83 shares during the period. […]

Genesis Private Wealth LLC purchased a new stake in shares of ConocoPhillips (NYSE:COP – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 2,697 shares of the energy producer’s stock, valued at approximately $267,000. Several other institutional investors and hedge funds […]

Proquility Private Wealth Partners LLC decreased its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 13.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 2,890 shares of the medical research company’s stock after selling 456 shares during the quarter. Proquility Private Wealth Partners LLC’s holdings in Amgen were worth $753,000 […]

Daymark Wealth Partners LLC cut its holdings in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 249,169 shares of the software maker’s stock after selling 4,438 shares during the quarter. Fortinet comprises 0.8% […]

XML Financial LLC raised its stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 0.4% during the fourth quarter, HoldingsChannel reports. The firm owned 69,572 shares of the exchange traded fund’s stock after buying an additional 260 shares during the quarter. iShares Russell 1000 Value ETF comprises 1.2% of XML […]

Park Place Capital Corp increased its stake in SBA Communications Co. (NASDAQ:SBAC – Free Report) by 247.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,356 shares of the technology company’s stock after buying an additional 1,677 shares during the […]

Netflix (NASDAQ:NFLX – Get Free Report) announced its quarterly earnings data on Tuesday. The Internet television network reported $4.27 earnings per share for the quarter, beating analysts’ consensus estimates of $4.20 by $0.07, Briefing.com reports. The business had revenue of $10.25 billion during the quarter, compared to the consensus estimate of $10,141,900 billion. Netflix had […]

Perfromance Wealth Partners LLC lessened its holdings in The Boeing Company (NYSE:BA – Free Report) by 37.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,700 shares of the aircraft producer’s stock after selling 1,000 shares during the period. Perfromance Wealth Partners LLC’s holdings in […]

Alpha Cubed Investments LLC lessened its stake in AT&T Inc. (NYSE:T – Free Report) by 13.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,056 shares of the technology company’s stock after selling 3,540 shares during the period. Alpha Cubed Investments LLC’s holdings […]

Advisory Alpha LLC grew its position in Deere & Company (NYSE:DE – Free Report) by 2.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 13,040 shares of the industrial products company’s stock after buying an additional 285 shares during the period. Advisory Alpha LLC’s holdings in Deere […]

Magnus Financial Group LLC lifted its position in Lam Research Co. (NASDAQ:LRCX – Free Report) by 5,437.5% during the 4th quarter, Holdings Channel reports. The firm owned 22,759 shares of the semiconductor company’s stock after acquiring an additional 22,348 shares during the period. Magnus Financial Group LLC’s holdings in Lam Research were worth $1,644,000 at […]

Beaumont Financial Advisors LLC lowered its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 38,321 shares of the apparel and home fashions retailer’s stock after selling 1,174 shares […]

ERTS Wealth Advisors LLC trimmed its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 21.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,021 shares of the transportation company’s stock after selling 563 shares during the quarter. ERTS […]

Daymark Wealth Partners LLC increased its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 0.8% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 39,741 shares of the exchange traded fund’s stock after buying an additional 311 shares during the quarter. Daymark Wealth Partners LLC’s […]

Nisa Investment Advisors LLC lifted its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 9.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 480,991 shares of the energy producer’s stock after purchasing an additional 42,959 shares during the quarter. Nisa […]

MCF Advisors LLC trimmed its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 440,052 shares of the company’s stock after selling 20,725 shares during the period. iShares Core […]

Aspiriant LLC purchased a new stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 6,868 shares of the company’s stock, valued at approximately $835,000. A number of other hedge funds have also recently modified their holdings of SUSA. Eastern Bank […]

Crossmark Global Holdings Inc. boosted its position in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 265.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 220,454 shares of the oil and gas company’s stock after acquiring an additional 160,049 shares during the period. Crossmark Global Holdings Inc.’s holdings in Schlumberger were […]

Perfromance Wealth Partners LLC lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 5.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,531 shares of the semiconductor company’s stock after selling 328 shares […]

Luts & Greenleigh Group Inc. lifted its position in Stryker Co. (NYSE:SYK – Free Report) by 2.5% during the 4th quarter, HoldingsChannel reports. The firm owned 1,711 shares of the medical technology company’s stock after buying an additional 42 shares during the period. Luts & Greenleigh Group Inc.’s holdings in Stryker were worth $616,000 at […]

Albion Financial Group UT cut its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 0.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 39,652 shares of the transportation company’s stock after selling 312 shares during the quarter. Albion Financial Group UT’s holdings in United Parcel Service were […]

Daymark Wealth Partners LLC decreased its position in The Coca-Cola Company (NYSE:KO – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 223,781 shares of the company’s stock after selling 875 shares during the quarter. Daymark Wealth Partners LLC’s holdings in […]

Braun Bostich & Associates Inc. cut its stake in shares of Accenture plc (NYSE:ACN – Free Report) by 10.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 728 shares of the information technology services provider’s stock after selling 85 shares during […]

Anixa Biosciences, Inc. (NASDAQ:ANIX – Get Free Report) Director Lewis H. Titterton, Jr. acquired 6,000 shares of the business’s stock in a transaction dated Tuesday, January 21st. The stock was acquired at an average price of $2.59 per share, with a total value of $15,540.00. Following the completion of the transaction, the director now directly […]

Oxinas Partners Wealth Management LLC cut its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 11.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 409 shares of the Internet television network’s stock after selling 51 shares during the period. Oxinas […]

Roberts Wealth Advisors LLC increased its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 109.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 58,658 shares of the company’s stock after acquiring an additional 30,643 shares during the quarter. Merck & Co., Inc. makes up approximately 1.8% of Roberts Wealth Advisors LLC’s […]

Simon Quick Advisors LLC cut its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 18,791 shares of the exchange traded fund’s stock after selling 256 shares during the period. Simon Quick Advisors LLC’s holdings in iShares MSCI EAFE […]

Tide Cove Capital Partners LLC purchased a new position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 19,678 shares of the company’s stock, valued at approximately $7,962,000. Vanguard Growth ETF comprises approximately 5.6% of Tide Cove Capital Partners LLC’s portfolio, making the stock its 5th biggest […]

Braun Bostich & Associates Inc. lessened its position in shares of Novartis AG (NYSE:NVS – Free Report) by 5.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,221 shares of the company’s stock after selling 133 shares during the quarter. Braun Bostich […]

Fort Washington Investment Advisors Inc. OH boosted its stake in Lockheed Martin Co. (NYSE:LMT – Free Report) by 15.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 118,758 shares of the aerospace company’s stock after buying an additional 15,757 shares during the period. Fort Washington Investment Advisors Inc. OH’s holdings in Lockheed […]