Home » Author Archive
Confluence Investment Management LLC Makes New Investment in Honeywell International Inc. $HON
Confluence Investment Management LLC purchased a new stake in Honeywell International Inc. (NASDAQ:HON – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Coastline Trust Co Cuts Stock Position in iShares Core S&P Small-Cap ETF $IJR
Coastline Trust Co lessened its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 27.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Netflix, Inc. $NFLX Shares Purchased by Coastline Trust Co
Coastline Trust Co increased its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 897.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
The Goldman Sachs Group Issues Positive Forecast for Micron Technology (NASDAQ:MU) Stock Price
Micron Technology (NASDAQ:MU – Free Report) had its price objective lifted by The Goldman Sachs Group from $360.00 to $400.00 in a research report report published on Thursday morning,Benzinga reports. The Goldman Sachs Group... More of this article »
ARQ Wealth Advisors LLC Sells 2,062 Shares of Alphabet Inc. $GOOG
ARQ Wealth Advisors LLC lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 40.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Top Technology Stocks To Research – March 18th
NVIDIA, Micron Technology, Sandisk, Lumentum, and Microsoft are the five Technology stocks to watch today, according to MarketBeat’s stock screener tool. Technology stocks are shares of companies that develop, manufacture,... More of this article »
ARQ Wealth Advisors LLC Has $824,000 Stock Holdings in NVIDIA Corporation $NVDA
ARQ Wealth Advisors LLC decreased its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 77.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 4,418 shares of the computer... More of this article »
CIBC Private Wealth Group LLC Cuts Stake in Lockheed Martin Corporation $LMT
CIBC Private Wealth Group LLC reduced its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 11.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
CIBC Private Wealth Group LLC Decreases Position in iShares National Muni Bond ETF $MUB
CIBC Private Wealth Group LLC lessened its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 42.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
CIBC Private Wealth Group LLC Sells 2,572 Shares of Illinois Tool Works Inc. $ITW
CIBC Private Wealth Group LLC lowered its position in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 1.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Confluence Investment Management LLC Has $53.18 Million Holdings in Illinois Tool Works Inc. $ITW
Confluence Investment Management LLC decreased its holdings in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Diageo plc $DEO Stock Position Decreased by Confluence Investment Management LLC
Confluence Investment Management LLC lowered its position in Diageo plc (NYSE:DEO – Free Report) by 19.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,098,320 shares... More of this article »
Commons Capital LLC Purchases 6,154 Shares of Vanguard High Dividend Yield ETF $VYM
Commons Capital LLC increased its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 32.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Microsoft Corporation $MSFT is CIBC Private Wealth Group LLC’s Largest Position
CIBC Private Wealth Group LLC trimmed its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.7% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 6,595,287 shares of... More of this article »
Accenture PLC $ACN Position Boosted by Confluence Investment Management LLC
Confluence Investment Management LLC lifted its stake in Accenture PLC (NYSE:ACN – Free Report) by 58.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG Shares Bought by Coastline Trust Co
Coastline Trust Co lifted its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 18.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Shares Purchased by Coastline Trust Co
Coastline Trust Co grew its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 12.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Honeywell International Inc. $HON Shares Acquired by Coastline Trust Co
Coastline Trust Co boosted its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 58.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Five Below (NASDAQ:FIVE) Price Target Raised to $296.00 at JPMorgan Chase & Co.
Five Below (NASDAQ:FIVE – Free Report) had its target price lifted by JPMorgan Chase & Co. from $259.00 to $296.00 in a research note released on Thursday,Benzinga reports. They currently have an overweight rating on the... More of this article »
Coastline Trust Co Increases Stake in Caterpillar Inc. $CAT
Coastline Trust Co raised its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 39.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 9,077 shares of the industrial products company’s... More of this article »
Coastline Trust Co Buys 10,492 Shares of AbbVie Inc. $ABBV
Coastline Trust Co boosted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 27.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Micron Technology (NASDAQ:MU) Given New $500.00 Price Target at Bank of America
Micron Technology (NASDAQ:MU – Free Report) had its target price boosted by Bank of America from $400.00 to $500.00 in a research note issued to investors on Thursday,Benzinga reports. Bank of America currently has a buy rating... More of this article »
Mizuho Issues Positive Forecast for Micron Technology (NASDAQ:MU) Stock Price
Micron Technology (NASDAQ:MU – Free Report) had its price target boosted by Mizuho from $480.00 to $530.00 in a research report sent to investors on Thursday,Benzinga reports. They currently have an outperform rating on the semiconductor... More of this article »
The Walt Disney Company $DIS Shares Bought by Avior Wealth Management LLC
Avior Wealth Management LLC grew its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 13.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 55,652 shares of the entertainment... More of this article »
CGN Advisors LLC Acquires 3,596 Shares of American Tower Corporation $AMT
CGN Advisors LLC boosted its holdings in American Tower Corporation (NYSE:AMT – Free Report) by 23.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
The Home Depot, Inc. $HD Shares Sold by Cape Investment Advisory Inc.
Cape Investment Advisory Inc. lowered its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 77.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Oklo Q4 Earnings Call Highlights
Oklo (NYSE:OKLO) used its fourth-quarter and full-year 2025 company update to outline what management described as a transition from product development to active project deployment across its power, fuel, and isotope businesses.... More of this article »
Brookfield Corporation $BN Stock Holdings Boosted by Asset Management Advisors LLC
Asset Management Advisors LLC raised its position in Brookfield Corporation (NYSE:BN – Free Report) by 49.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 341,414 shares... More of this article »
Eli Lilly and Company $LLY Shares Acquired by Farmers National Bank
Farmers National Bank increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 17.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Connors Investor Services Inc. Acquires 4,168 Shares of Amazon.com, Inc. $AMZN
Connors Investor Services Inc. grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 3.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Cambria Investment Management L.P. Grows Stock Position in Vanguard S&P 500 ETF $VOO
Cambria Investment Management L.P. increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 51.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
NVIDIA Corporation $NVDA Stock Holdings Lessened by Connors Investor Services Inc.
Connors Investor Services Inc. reduced its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 12.4% in the third quarter, according to its most recent filing with the SEC. The fund owned 192,314 shares of... More of this article »
Cantor Fitzgerald L. P. Has $37.10 Million Holdings in Amazon.com, Inc. $AMZN
Cantor Fitzgerald L. P. increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 246.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 168,963... More of this article »
Trane Technologies plc $TT Shares Sold by Cambria Investment Management L.P.
Cambria Investment Management L.P. reduced its holdings in Trane Technologies plc (NYSE:TT – Free Report) by 31.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Cambria Investment Management L.P.
Cambria Investment Management L.P. increased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 169.8% during the 3rd quarter, according to the company in its most recent 13F... More of this article »
Cambria Investment Management L.P. Boosts Stock Position in Amazon.com, Inc. $AMZN
Cambria Investment Management L.P. increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 122.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Tencent Music Entertainment Group (NYSE:TME) Price Target Lowered to $20.00 at Barclays
Tencent Music Entertainment Group (NYSE:TME – Free Report) had its price objective lowered by Barclays from $28.00 to $20.00 in a research note published on Thursday morning,Benzinga reports. Barclays currently has an overweight... More of this article »
CIBC Private Wealth Group LLC Sells 16,094 Shares of Merck & Co., Inc. $MRK
CIBC Private Wealth Group LLC lowered its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Argent Capital Management LLC Sells 15,862 Shares of NextEra Energy, Inc. $NEE
Argent Capital Management LLC lowered its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Confluence Investment Management LLC Sells 7,086 Shares of Stryker Corporation $SYK
Confluence Investment Management LLC cut its holdings in Stryker Corporation (NYSE:SYK – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Confluence Investment Management LLC Buys 7,398 Shares of Keysight Technologies Inc. $KEYS
Confluence Investment Management LLC increased its stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 2.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 334,338... More of this article »
Broadridge Financial Solutions, Inc. $BR Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC reduced its stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 4.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Confluence Investment Management LLC Grows Stock Holdings in SPDR Portfolio Developed World ex-US ETF $SPDW
Confluence Investment Management LLC raised its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 11.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned... More of this article »
SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Bought by Confluence Investment Management LLC
Confluence Investment Management LLC raised its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 74.9% during the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Confluence Investment Management LLC Has $137.96 Million Position in Lockheed Martin Corporation $LMT
Confluence Investment Management LLC reduced its position in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 4.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Confluence Investment Management LLC Sells 40,001 Shares of Paychex, Inc. $PAYX
Confluence Investment Management LLC decreased its holdings in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 3.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Southern Company (The) $SO Shares Sold by Confluence Investment Management LLC
Confluence Investment Management LLC cut its stake in shares of Southern Company (The) (NYSE:SO – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
The Progressive Corporation $PGR is Confluence Investment Management LLC’s 8th Largest Position
Confluence Investment Management LLC boosted its stake in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 7.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »