Home » Author Archive

Image for Cwm LLC Acquires 16,227 Shares of ProShares S&P 500 Aristocrats ETF $NOBL

Cwm LLC Acquires 16,227 Shares of ProShares S&P 500 Aristocrats ETF $NOBL

Cwm LLC raised its stake in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 100.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 32,305 shares of the... More of this article »
Image for Farther Finance Advisors LLC Purchases 1,408 Shares of Huntington Ingalls Industries, Inc. $HII

Farther Finance Advisors LLC Purchases 1,408 Shares of Huntington Ingalls Industries, Inc. $HII

Farther Finance Advisors LLC boosted its holdings in Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report) by 168.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Fabrinet $FN Position Boosted by Farther Finance Advisors LLC

Fabrinet $FN Position Boosted by Farther Finance Advisors LLC

Farther Finance Advisors LLC boosted its holdings in Fabrinet (NYSE:FN – Free Report) by 121.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Farther Finance Advisors LLC Increases Stake in SPDR S&P Global Infrastructure ETF $GII

Farther Finance Advisors LLC Increases Stake in SPDR S&P Global Infrastructure ETF $GII

Farther Finance Advisors LLC lifted its position in SPDR S&P Global Infrastructure ETF (NYSEARCA:GII – Free Report) by 5,749.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Inspire Faithward Mid Cap Momentum ETF $GLRY Shares Purchased by Cwm LLC

Inspire Faithward Mid Cap Momentum ETF $GLRY Shares Purchased by Cwm LLC

Cwm LLC boosted its holdings in Inspire Faithward Mid Cap Momentum ETF (NYSEARCA:GLRY – Free Report) by 244.3% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 93,370 shares of the... More of this article »
Image for Cwm LLC Has $3.31 Million Stock Holdings in ITT Inc. $ITT

Cwm LLC Has $3.31 Million Stock Holdings in ITT Inc. $ITT

Cwm LLC grew its position in ITT Inc. (NYSE:ITT – Free Report) by 31.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 19,092 shares of the conglomerate’s stock after buying an additional... More of this article »
Image for Booz Allen Hamilton Holding Corporation $BAH Shares Sold by Cwm LLC

Booz Allen Hamilton Holding Corporation $BAH Shares Sold by Cwm LLC

Cwm LLC trimmed its stake in Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) by 32.6% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 39,972 shares of the business... More of this article »
Image for Farther Finance Advisors LLC Makes New Investment in SPDR SSGA My2029 Corporate Bond ETF $MYCI

Farther Finance Advisors LLC Makes New Investment in SPDR SSGA My2029 Corporate Bond ETF $MYCI

Farther Finance Advisors LLC acquired a new position in shares of SPDR SSGA My2029 Corporate Bond ETF (NASDAQ:MYCI – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Cwm LLC Lowers Stake in Lamar Advertising Company $LAMR

Cwm LLC Lowers Stake in Lamar Advertising Company $LAMR

Cwm LLC reduced its position in Lamar Advertising Company (NASDAQ:LAMR – Free Report) by 30.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Cwm LLC Has $3.36 Million Position in Vanguard Russell 1000 Growth ETF $VONG

Cwm LLC Has $3.36 Million Position in Vanguard Russell 1000 Growth ETF $VONG

Cwm LLC boosted its stake in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 106.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Cwm LLC Has $3.34 Million Stake in CF Industries Holdings, Inc. $CF

Cwm LLC Has $3.34 Million Stake in CF Industries Holdings, Inc. $CF

Cwm LLC raised its stake in shares of CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 12.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Farther Finance Advisors LLC Purchases 11,546 Shares of Arrowhead Pharmaceuticals, Inc. $ARWR

Farther Finance Advisors LLC Purchases 11,546 Shares of Arrowhead Pharmaceuticals, Inc. $ARWR

Farther Finance Advisors LLC grew its position in shares of Arrowhead Pharmaceuticals, Inc. (NASDAQ:ARWR – Free Report) by 2,923.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Farther Finance Advisors LLC Raises Stake in JPMorgan Active Bond ETF $JBND

Farther Finance Advisors LLC Raises Stake in JPMorgan Active Bond ETF $JBND

Farther Finance Advisors LLC raised its holdings in JPMorgan Active Bond ETF (NYSEARCA:JBND – Free Report) by 2,867.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Farther Finance Advisors LLC Buys New Position in SPDR SSGA My2028 Corporate Bond ETF $MYCH

Farther Finance Advisors LLC Buys New Position in SPDR SSGA My2028 Corporate Bond ETF $MYCH

Farther Finance Advisors LLC purchased a new stake in SPDR SSGA My2028 Corporate Bond ETF (NASDAQ:MYCH – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Cwm LLC Has $3.33 Million Holdings in Take-Two Interactive Software, Inc. $TTWO

Cwm LLC Has $3.33 Million Holdings in Take-Two Interactive Software, Inc. $TTWO

Cwm LLC boosted its holdings in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 88.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Vanguard Total International Stock ETF $VXUS Stock Position Lifted by Cwm LLC

Vanguard Total International Stock ETF $VXUS Stock Position Lifted by Cwm LLC

Cwm LLC lifted its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 18.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Farther Finance Advisors LLC Invests $788,000 in SPDR SSGA My2030 Corporate Bond ETF $MYCJ

Farther Finance Advisors LLC Invests $788,000 in SPDR SSGA My2030 Corporate Bond ETF $MYCJ

Farther Finance Advisors LLC purchased a new stake in SPDR SSGA My2030 Corporate Bond ETF (NASDAQ:MYCJ – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Farther Finance Advisors LLC Raises Stock Holdings in VanEck CLO ETF $CLOI

Farther Finance Advisors LLC Raises Stock Holdings in VanEck CLO ETF $CLOI

Farther Finance Advisors LLC boosted its position in shares of VanEck CLO ETF (NYSEARCA:CLOI – Free Report) by 46,508.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Farther Finance Advisors LLC Increases Stock Holdings in AllianzIM U.S. Large Cap Buffer20 Oct ETF $OCTW

Farther Finance Advisors LLC Increases Stock Holdings in AllianzIM U.S. Large Cap Buffer20 Oct ETF $OCTW

Farther Finance Advisors LLC increased its stake in shares of AllianzIM U.S. Large Cap Buffer20 Oct ETF (NYSEARCA:OCTW – Free Report) by 879.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Farther Finance Advisors LLC Acquires Shares of 5,509 Goldman Sachs Hedge Industry VIP ETF $GVIP

Farther Finance Advisors LLC Acquires Shares of 5,509 Goldman Sachs Hedge Industry VIP ETF $GVIP

Farther Finance Advisors LLC bought a new position in shares of Goldman Sachs Hedge Industry VIP ETF (NYSEARCA:GVIP – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Image for iShares Russell 2500 ETF $SMMD Shares Bought by Farther Finance Advisors LLC

iShares Russell 2500 ETF $SMMD Shares Bought by Farther Finance Advisors LLC

Farther Finance Advisors LLC lifted its position in shares of iShares Russell 2500 ETF (BATS:SMMD – Free Report) by 174.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Oxford Industries (NYSE:OXM) Stock Price Expected to Rise, Telsey Advisory Group Analyst Says

Oxford Industries (NYSE:OXM) Stock Price Expected to Rise, Telsey Advisory Group Analyst Says

Oxford Industries (NYSE:OXM – Get Free Report) had its price target lifted by investment analysts at Telsey Advisory Group from $36.00 to $51.00 in a research note issued on Wednesday, MarketBeat Ratings reports. The brokerage... More of this article »
Image for Briaud Financial Planning Inc Acquires 2,546 Shares of SPDR Gold Shares $GLD

Briaud Financial Planning Inc Acquires 2,546 Shares of SPDR Gold Shares $GLD

Briaud Financial Planning Inc boosted its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 1.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 198,304 shares of the... More of this article »
Image for CCG Wealth Management LLC Acquires 1,292 Shares of Microsoft Corporation $MSFT

CCG Wealth Management LLC Acquires 1,292 Shares of Microsoft Corporation $MSFT

CCG Wealth Management LLC grew its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 9.8% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 14,422 shares of the software... More of this article »
Image for Briaud Financial Planning Inc Has $36.69 Million Holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC

Briaud Financial Planning Inc Has $36.69 Million Holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC

Briaud Financial Planning Inc grew its holdings in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent Form... More of this article »
Image for Boston Trust Walden Corp Sells 134,874 Shares of Ingredion Incorporated $INGR

Boston Trust Walden Corp Sells 134,874 Shares of Ingredion Incorporated $INGR

Boston Trust Walden Corp cut its stake in Ingredion Incorporated (NYSE:INGR – Free Report) by 98.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for ALPS Electrification Infrastructure ETF $ELFY Shares Purchased by Farther Finance Advisors LLC

ALPS Electrification Infrastructure ETF $ELFY Shares Purchased by Farther Finance Advisors LLC

Farther Finance Advisors LLC raised its holdings in shares of ALPS Electrification Infrastructure ETF (NASDAQ:ELFY – Free Report) by 904.2% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for JPMorgan Chase & Co. Has Lowered Expectations for 3M (NYSE:MMM) Stock Price

JPMorgan Chase & Co. Has Lowered Expectations for 3M (NYSE:MMM) Stock Price

3M (NYSE:MMM – Get Free Report) had its price target reduced by equities research analysts at JPMorgan Chase & Co. from $182.00 to $178.00 in a research report issued on Wednesday,MarketScreener reports. The firm currently... More of this article »
Image for Evercore Forecasts Strong Price Appreciation for LyondellBasell Industries (NYSE:LYB) Stock

Evercore Forecasts Strong Price Appreciation for LyondellBasell Industries (NYSE:LYB) Stock

LyondellBasell Industries (NYSE:LYB – Get Free Report) had its price objective increased by investment analysts at Evercore from $57.00 to $70.00 in a research report issued on Wednesday,MarketScreener reports. Evercore’s... More of this article »
Image for Bayforest Capital Ltd Decreases Stock Holdings in A. O. Smith Corporation $AOS

Bayforest Capital Ltd Decreases Stock Holdings in A. O. Smith Corporation $AOS

Bayforest Capital Ltd trimmed its position in shares of A. O. Smith Corporation (NYSE:AOS – Free Report) by 93.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for 3M (NYSE:MMM) Stock Price Expected to Rise, HSBC Analyst Says

3M (NYSE:MMM) Stock Price Expected to Rise, HSBC Analyst Says

3M (NYSE:MMM – Get Free Report) had its price objective increased by analysts at HSBC from $175.00 to $185.00 in a note issued to investors on Wednesday,MarketScreener reports. The firm presently has a “buy” rating... More of this article »
Image for Ethos Capital Management Inc. Buys Shares of 3,242 Microsoft Corporation $MSFT

Ethos Capital Management Inc. Buys Shares of 3,242 Microsoft Corporation $MSFT

Ethos Capital Management Inc. purchased a new position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Finer Wealth Management Inc. Has $15.68 Million Position in Microsoft Corporation $MSFT

Finer Wealth Management Inc. Has $15.68 Million Position in Microsoft Corporation $MSFT

Finer Wealth Management Inc. lifted its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 9.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Genmab A/S (NASDAQ:GMAB) Raised to “Buy” at The Goldman Sachs Group

Genmab A/S (NASDAQ:GMAB) Raised to “Buy” at The Goldman Sachs Group

Genmab A/S (NASDAQ:GMAB – Get Free Report) was upgraded by analysts at The Goldman Sachs Group from a “neutral” rating to a “buy” rating in a note issued to investors on Wednesday, Marketbeat.com reports. A... More of this article »
Image for Boston Trust Walden Corp Sells 42,503 Shares of Hershey Company (The) $HSY

Boston Trust Walden Corp Sells 42,503 Shares of Hershey Company (The) $HSY

Boston Trust Walden Corp cut its position in shares of Hershey Company (The) (NYSE:HSY – Free Report) by 57.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Vanguard Extended Market ETF $VXF Shares Acquired by Boston Trust Walden Corp

Vanguard Extended Market ETF $VXF Shares Acquired by Boston Trust Walden Corp

Boston Trust Walden Corp lifted its stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 2,025.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Bank of America Downgrades GitLab (NASDAQ:GTLB) to Neutral

Bank of America Downgrades GitLab (NASDAQ:GTLB) to Neutral

GitLab (NASDAQ:GTLB – Get Free Report) was downgraded by equities researchers at Bank of America from a “buy” rating to a “neutral” rating in a research note issued to investors on Wednesday, Marketbeat... More of this article »
Image for BNP Paribas Exane Upgrades Li Auto (NASDAQ:LI) to “Neutral”

BNP Paribas Exane Upgrades Li Auto (NASDAQ:LI) to “Neutral”

Li Auto (NASDAQ:LI – Get Free Report) was upgraded by stock analysts at BNP Paribas Exane from an “underperform” rating to a “neutral” rating in a report released on Wednesday, MarketBeat reports. Several... More of this article »
Image for Garrison Bradford & Associates Inc. Has $3.79 Million Stock Holdings in Alphabet Inc. $GOOGL

Garrison Bradford & Associates Inc. Has $3.79 Million Stock Holdings in Alphabet Inc. $GOOGL

Garrison Bradford & Associates Inc. raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 26.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for HSBC Upgrades SAP (NYSE:SAP) to Buy

HSBC Upgrades SAP (NYSE:SAP) to Buy

SAP (NYSE:SAP – Get Free Report) was upgraded by stock analysts at HSBC from a “hold” rating to a “buy” rating in a report issued on Wednesday, Marketbeat Ratings reports. Several other research firms... More of this article »
Image for Alphabet Inc. $GOOGL Position Reduced by City Holding Co.

Alphabet Inc. $GOOGL Position Reduced by City Holding Co.

City Holding Co. trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 8.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Keurig Dr Pepper (NASDAQ:KDP) Raised to Neutral at BNP Paribas Exane

Keurig Dr Pepper (NASDAQ:KDP) Raised to Neutral at BNP Paribas Exane

Keurig Dr Pepper (NASDAQ:KDP – Get Free Report) was upgraded by research analysts at BNP Paribas Exane from an “underperform” rating to a “neutral” rating in a report issued on Wednesday, Marketbeat reports.... More of this article »
Image for Promising Space Stocks To Follow Now – April 22nd

Promising Space Stocks To Follow Now – April 22nd

Boeing, GE Aerospace, AST SpaceMobile, Rocket Lab, RTX, Lockheed Martin, and Howmet Aerospace are the seven Space stocks to watch today, according to MarketBeat’s stock screener tool. Space stocks are shares of publicly traded... More of this article »
Image for NextEra Energy Q1 Earnings Call Highlights

NextEra Energy Q1 Earnings Call Highlights

NextEra Energy (NYSE:NEE) opened 2026 with what Chairman, President and CEO John Ketchum called a “terrific start,” as the company posted higher first-quarter adjusted earnings per share and pointed to accelerating U.S. electricity... More of this article »
Image for Bayforest Capital Ltd Decreases Stock Position in Masimo Corporation $MASI

Bayforest Capital Ltd Decreases Stock Position in Masimo Corporation $MASI

Bayforest Capital Ltd lessened its stake in shares of Masimo Corporation (NASDAQ:MASI – Free Report) by 87.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 464 shares of the medical... More of this article »
Image for Bayforest Capital Ltd Sells 4,170 Shares of Humana Inc. $HUM

Bayforest Capital Ltd Sells 4,170 Shares of Humana Inc. $HUM

Bayforest Capital Ltd cut its holdings in Humana Inc. (NYSE:HUM – Free Report) by 95.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for BCS Private Wealth Management Inc. Has $11.73 Million Holdings in JPMorgan Chase & Co. $JPM

BCS Private Wealth Management Inc. Has $11.73 Million Holdings in JPMorgan Chase & Co. $JPM

BCS Private Wealth Management Inc. reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Barrett & Company Inc. Buys 2,610 Shares of Vanguard Total Stock Market ETF $VTI

Barrett & Company Inc. Buys 2,610 Shares of Vanguard Total Stock Market ETF $VTI

Barrett & Company Inc. boosted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Five Below, Inc. $FIVE Shares Sold by Bayforest Capital Ltd

Five Below, Inc. $FIVE Shares Sold by Bayforest Capital Ltd

Bayforest Capital Ltd lessened its stake in Five Below, Inc. (NASDAQ:FIVE – Free Report) by 91.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for BLB&B Advisors LLC Has $40.63 Million Position in JPMorgan Chase & Co. $JPM

BLB&B Advisors LLC Has $40.63 Million Position in JPMorgan Chase & Co. $JPM

BLB&B Advisors LLC reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 126,105 shares... More of this article »