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Image for Groupama Asset Managment Cuts Stock Position in Valero Energy Corporation $VLO

Groupama Asset Managment Cuts Stock Position in Valero Energy Corporation $VLO

Groupama Asset Managment lessened its holdings in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 9.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Groupama Asset Managment Boosts Stake in Madrigal Pharmaceuticals, Inc. $MDGL

Groupama Asset Managment Boosts Stake in Madrigal Pharmaceuticals, Inc. $MDGL

Groupama Asset Managment boosted its stake in Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL – Free Report) by 11.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 30,620 shares of the biopharmaceutical... More of this article »
Image for 22,029 Shares in Capital Group Dividend Value ETF $CGDV Bought by OakTrust Wealth Advisors LLC

22,029 Shares in Capital Group Dividend Value ETF $CGDV Bought by OakTrust Wealth Advisors LLC

OakTrust Wealth Advisors LLC acquired a new stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. $DFP Stock Position Raised by Sit Investment Associates Inc.

Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. $DFP Stock Position Raised by Sit Investment Associates Inc.

Sit Investment Associates Inc. lifted its stake in shares of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (NYSE:DFP – Free Report) by 24.3% during the fourth quarter, according to its most recent filing with... More of this article »
Image for Groupama Asset Managment Acquires 322,066 Shares of Halliburton Company $HAL

Groupama Asset Managment Acquires 322,066 Shares of Halliburton Company $HAL

Groupama Asset Managment grew its holdings in shares of Halliburton Company (NYSE:HAL – Free Report) by 19.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for TD Capital Management LLC Sells 11,045 Shares of Vanguard Ultra-Short Bond ETF $VUSB

TD Capital Management LLC Sells 11,045 Shares of Vanguard Ultra-Short Bond ETF $VUSB

TD Capital Management LLC decreased its position in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 20.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Compound Planning Inc. Acquires 940 Shares of Caterpillar Inc. $CAT

Compound Planning Inc. Acquires 940 Shares of Caterpillar Inc. $CAT

Compound Planning Inc. grew its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 5.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 18,177 shares of the industrial products company’s... More of this article »
Image for Claris Financial LLC Buys New Position in Merck & Co., Inc. $MRK

Claris Financial LLC Buys New Position in Merck & Co., Inc. $MRK

Claris Financial LLC bought a new position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Coastline Complete Wealth LLC Buys New Shares in Schwab US Large-Cap ETF $SCHX

Coastline Complete Wealth LLC Buys New Shares in Schwab US Large-Cap ETF $SCHX

Coastline Complete Wealth LLC purchased a new stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) during the 4th quarter, Holdings Channel reports. The firm purchased 88,735 shares of the company’s stock, valued... More of this article »
Image for Catalyst Investment Management LLC Acquires Shares of 93,635 iShares Aaa – A Rated Corporate Bond ETF $QLTA

Catalyst Investment Management LLC Acquires Shares of 93,635 iShares Aaa – A Rated Corporate Bond ETF $QLTA

Catalyst Investment Management LLC bought a new stake in shares of iShares Aaa – A Rated Corporate Bond ETF (NYSEARCA:QLTA – Free Report) during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Image for 279,687 Shares in SPDR Portfolio Developed World ex-US ETF $SPDW Purchased by Clear Retirement Advice LLC

279,687 Shares in SPDR Portfolio Developed World ex-US ETF $SPDW Purchased by Clear Retirement Advice LLC

Clear Retirement Advice LLC purchased a new position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor purchased 279,687... More of this article »
Image for Capstone Wealth Management Inc. Purchases New Stake in Dimensional U.S. Core Equity 2 ETF $DFAC

Capstone Wealth Management Inc. Purchases New Stake in Dimensional U.S. Core Equity 2 ETF $DFAC

Capstone Wealth Management Inc. acquired a new position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Capstone Wealth Management Inc. Acquires New Position in Caterpillar Inc. $CAT

Capstone Wealth Management Inc. Acquires New Position in Caterpillar Inc. $CAT

Capstone Wealth Management Inc. acquired a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 977 shares of the industrial products company’s... More of this article »
Image for Birchwood Financial Partners Inc. Acquires Shares of 51,765 Schwab U.S. Large-Cap Growth ETF $SCHG

Birchwood Financial Partners Inc. Acquires Shares of 51,765 Schwab U.S. Large-Cap Growth ETF $SCHG

Birchwood Financial Partners Inc. purchased a new stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Image for First Growth Capital LLC Takes Position in Netflix, Inc. $NFLX

First Growth Capital LLC Takes Position in Netflix, Inc. $NFLX

First Growth Capital LLC bought a new position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 13,059 shares of the Internet television network’s... More of this article »
Image for 24,990 Shares in Schwab U.S. Large-Cap Value ETF $SCHV Acquired by Birchwood Financial Partners Inc.

24,990 Shares in Schwab U.S. Large-Cap Value ETF $SCHV Acquired by Birchwood Financial Partners Inc.

Birchwood Financial Partners Inc. purchased a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Kodiak Gas Services (NYSE:KGS) CAO Sells $187,263.98 in Stock

Kodiak Gas Services (NYSE:KGS) CAO Sells $187,263.98 in Stock

Kodiak Gas Services, Inc. (NYSE:KGS – Get Free Report) CAO Ewan William Hamilton sold 2,729 shares of the stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $68.62, for a total value of... More of this article »
Image for Zeta Global Holdings Corp. (NYSE:ZETA) Receives $27.83 Average Target Price from Brokerages

Zeta Global Holdings Corp. (NYSE:ZETA) Receives $27.83 Average Target Price from Brokerages

Shares of Zeta Global Holdings Corp. (NYSE:ZETA – Get Free Report) have been given an average rating of “Moderate Buy” by the fourteen ratings firms that are presently covering the firm, Marketbeat reports. One investment... More of this article »
Image for Sit Investment Associates Inc. Buys 69,624 Shares of Carlyle Group Inc. $CG

Sit Investment Associates Inc. Buys 69,624 Shares of Carlyle Group Inc. $CG

Sit Investment Associates Inc. raised its stake in Carlyle Group Inc. (NASDAQ:CG – Free Report) by 36.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Medtronic PLC $MDT Shares Acquired by Sit Investment Associates Inc.

Medtronic PLC $MDT Shares Acquired by Sit Investment Associates Inc.

Sit Investment Associates Inc. increased its position in shares of Medtronic PLC (NYSE:MDT – Free Report) by 12.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 90,100 shares... More of this article »
Image for Sit Investment Associates Inc. Has $8.27 Million Position in Flaherty & Crumrine Preferred Securities Income Fund Inc. $FFC

Sit Investment Associates Inc. Has $8.27 Million Position in Flaherty & Crumrine Preferred Securities Income Fund Inc. $FFC

Sit Investment Associates Inc. trimmed its position in Flaherty & Crumrine Preferred Securities Income Fund Inc. (NYSE:FFC – Free Report) by 14.8% during the fourth quarter, according to the company in its most recent 13F... More of this article »
Image for Head-To-Head Comparison: American Battery Technology (NASDAQ:ABAT) and MKDWELL Tech (NASDAQ:MKDW)

Head-To-Head Comparison: American Battery Technology (NASDAQ:ABAT) and MKDWELL Tech (NASDAQ:MKDW)

American Battery Technology (NASDAQ:ABAT – Get Free Report) and MKDWELL Tech (NASDAQ:MKDW – Get Free Report) are both small-cap computer and technology companies, but which is the superior business? We will compare the... More of this article »
Image for Analyzing Basf (OTCMKTS:BASFY) and Oil-Dri Corporation Of America (NYSE:ODC)

Analyzing Basf (OTCMKTS:BASFY) and Oil-Dri Corporation Of America (NYSE:ODC)

Basf (OTCMKTS:BASFY – Get Free Report) and Oil-Dri Corporation Of America (NYSE:ODC – Get Free Report) are both basic materials companies, but which is the superior business? We will contrast the two companies based on... More of this article »
Image for 1,547 Shares in Amgen Inc. $AMGN Bought by Tempo Wealth LLC

1,547 Shares in Amgen Inc. $AMGN Bought by Tempo Wealth LLC

Tempo Wealth LLC acquired a new position in Amgen Inc. (NASDAQ:AMGN – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Sit Investment Associates Inc. Has $9.93 Million Holdings in The Gabelli Healthcare & Wellness Trust $GRX

Sit Investment Associates Inc. Has $9.93 Million Holdings in The Gabelli Healthcare & Wellness Trust $GRX

Sit Investment Associates Inc. grew its position in shares of The Gabelli Healthcare & Wellness Trust (NYSE:GRX – Free Report) by 23.7% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »