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GoalFusion Wealth Management LLC Buys 21,742 Shares of Vangu

GoalFusion Wealth Management LLC Buys 21,742 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT

GoalFusion Wealth Management LLC boosted its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by...
Confluence Investment Management LLC Cuts Holdings in RLI Co

Confluence Investment Management LLC Cuts Holdings in RLI Corp. $RLI

Confluence Investment Management LLC decreased its holdings in RLI Corp. (NYSE:RLI – Free Report) by 31.2% in the fourth quarter, according to...
Central Pacific Bank Trust Division Invests $3.54 Million in

Central Pacific Bank Trust Division Invests $3.54 Million in SPDR Portfolio High Yield Bond ETF $SPHY

Central Pacific Bank Trust Division acquired a new position in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) during the 4th...
Central Pacific Bank Trust Division Boosts Holdings in Inves

Central Pacific Bank Trust Division Boosts Holdings in Invesco NASDAQ 100 ETF $QQQM

Central Pacific Bank Trust Division raised its position in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 14.2% in the 4th...
Invesco QQQ $QQQ Shares Sold by Canal Capital Management LLC

Invesco QQQ $QQQ Shares Sold by Canal Capital Management LLC

Canal Capital Management LLC decreased its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 15.2% during the fourth quarter,...
Collective Family Office LLC Sells 908 Shares of Vanguard S&

Collective Family Office LLC Sells 908 Shares of Vanguard S&P 500 ETF $VOO

Collective Family Office LLC lowered its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.3% during the 4th quarter,...
Nu Holdings Ltd. $NU Shares Sold by CIBC Private Wealth Grou

Nu Holdings Ltd. $NU Shares Sold by CIBC Private Wealth Group LLC

CIBC Private Wealth Group LLC cut its position in Nu Holdings Ltd. (NYSE:NU – Free Report) by 13.4% during the third quarter, according to the...
GoalFusion Wealth Management LLC Has $8.28 Million Stock Pos

GoalFusion Wealth Management LLC Has $8.28 Million Stock Position in Vanguard Value ETF $VTV

GoalFusion Wealth Management LLC boosted its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 14.8% during the fourth quarter,...
Clark Financial Services Group Inc.  BD Reduces Stock Holdin

Clark Financial Services Group Inc. BD Reduces Stock Holdings in Vanguard S&P 500 ETF $VOO

Clark Financial Services Group Inc. BD cut its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.0% in the 4th...
CIBC Bancorp USA Inc. Purchases New Position in Coinbase Glo

CIBC Bancorp USA Inc. Purchases New Position in Coinbase Global, Inc. $COIN

CIBC Bancorp USA Inc. purchased a new stake in shares of Coinbase Global, Inc. (NASDAQ:COIN – Free Report) in the third quarter, according to...
CIBC Bancorp USA Inc. Purchases New Position in Coinbase Glo

CIBC Bancorp USA Inc. Purchases New Position in Coinbase Global, Inc. $COIN

CIBC Bancorp USA Inc. purchased a new stake in shares of Coinbase Global, Inc. (NASDAQ:COIN – Free Report) in the third quarter, according to...
21,559 Shares in Moody’s Corporation $MCO Bought by CIBC Ban

21,559 Shares in Moody’s Corporation $MCO Bought by CIBC Bancorp USA Inc.

CIBC Bancorp USA Inc. purchased a new stake in shares of Moody’s Corporation (NYSE:MCO – Free Report) in the 3rd quarter, according to...
📰

Warren Buffett Spent $3.5 Billion on 5 Stocks in His Last Quarter as Berkshire Hathaway CEO. Here's the Best of the Bunch.

Buffett doesn't see a lot of value in today's market, but this stock stands out among the crowd.
Confluence Investment Management LLC Sells 71,220 Shares of

Confluence Investment Management LLC Sells 71,220 Shares of VanEck Long Muni ETF $MLN

Confluence Investment Management LLC decreased its position in VanEck Long Muni ETF (BATS:MLN – Free Report) by 31.2% in the 4th quarter,...
Confluence Investment Management LLC Takes $3.74 Million Pos

Confluence Investment Management LLC Takes $3.74 Million Position in F&G Annuities & Life, Inc. $FG

Confluence Investment Management LLC acquired a new position in shares of F&G Annuities & Life, Inc. (NYSE:FG – Free Report) in the...
Confluence Investment Management LLC Increases Holdings in I

Confluence Investment Management LLC Increases Holdings in Invesco BulletShares 2032 Municipal Bond ETF $BSMW

Confluence Investment Management LLC lifted its stake in shares of Invesco BulletShares 2032 Municipal Bond ETF (NASDAQ:BSMW – Free Report) by...
Confluence Investment Management LLC Purchases 25,376 Shares

Confluence Investment Management LLC Purchases 25,376 Shares of Invesco BulletShares 2034 Municipal Bond ETF $BSMY

Confluence Investment Management LLC boosted its position in Invesco BulletShares 2034 Municipal Bond ETF (NASDAQ:BSMY – Free Report) by 7.4%...
Confluence Investment Management LLC Acquires 45,396 Shares

Confluence Investment Management LLC Acquires 45,396 Shares of Invesco BulletShares 2033 Municipal Bond ETF $BSSX

Confluence Investment Management LLC increased its holdings in shares of Invesco BulletShares 2033 Municipal Bond ETF (NASDAQ:BSSX – Free...
Confluence Investment Management LLC Invests $7.61 Million i

Confluence Investment Management LLC Invests $7.61 Million in iShares iBonds Dec 2032 Term Corporate ETF $IBDX

Confluence Investment Management LLC acquired a new stake in shares of iShares iBonds Dec 2032 Term Corporate ETF (NYSEARCA:IBDX – Free Report)...
CGN Advisors LLC Purchases Shares of 17,409 MetLife, Inc. $M

CGN Advisors LLC Purchases Shares of 17,409 MetLife, Inc. $MET

CGN Advisors LLC purchased a new position in shares of MetLife, Inc. (NYSE:MET – Free Report) during the fourth quarter, according to the...
CGN Advisors LLC Purchases Shares of 17,409 MetLife, Inc. $M

CGN Advisors LLC Purchases Shares of 17,409 MetLife, Inc. $MET

CGN Advisors LLC purchased a new position in shares of MetLife, Inc. (NYSE:MET – Free Report) during the fourth quarter, according to the...
CGN Advisors LLC Invests $1.18 Million in PayPal Holdings, I

CGN Advisors LLC Invests $1.18 Million in PayPal Holdings, Inc. $PYPL

CGN Advisors LLC bought a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the fourth quarter, according to the...
CGN Advisors LLC Invests $1.18 Million in PayPal Holdings, I

CGN Advisors LLC Invests $1.18 Million in PayPal Holdings, Inc. $PYPL

CGN Advisors LLC bought a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the fourth quarter, according to the...
Stewart Information Services Corporation $STC Stock Position

Stewart Information Services Corporation $STC Stock Position Cut by Confluence Investment Management LLC

Confluence Investment Management LLC decreased its stake in shares of Stewart Information Services Corporation (NYSE:STC – Free Report) by...
iShares iBonds Dec 2029 Term Treasury ETF $IBTJ Shares Sold

iShares iBonds Dec 2029 Term Treasury ETF $IBTJ Shares Sold by Confluence Investment Management LLC

Confluence Investment Management LLC trimmed its position in iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ – Free Report) by 65.3% in...
Hagerty, Inc. $HGTY Shares Sold by Confluence Investment Man

Hagerty, Inc. $HGTY Shares Sold by Confluence Investment Management LLC

Confluence Investment Management LLC reduced its stake in Hagerty, Inc. (NYSE:HGTY – Free Report) by 22.0% during the 4th quarter, according to...
Hagerty, Inc. $HGTY Shares Sold by Confluence Investment Man

Hagerty, Inc. $HGTY Shares Sold by Confluence Investment Management LLC

Confluence Investment Management LLC reduced its stake in Hagerty, Inc. (NYSE:HGTY – Free Report) by 22.0% during the 4th quarter, according to...
Confluence Investment Management LLC Acquires New Position i

Confluence Investment Management LLC Acquires New Position in iShares iBonds Dec 2026 Term Corporate ETF $IBDR

Confluence Investment Management LLC bought a new position in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR – Free Report) in the...
Confluence Investment Management LLC Cuts Holdings in SPDR S

Confluence Investment Management LLC Cuts Holdings in SPDR S&P 400 Mid Cap Value ETF $MDYV

Confluence Investment Management LLC lowered its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 58.6% in the...
Confluence Investment Management LLC Grows Stock Position in

Confluence Investment Management LLC Grows Stock Position in Invesco BulletShares 2026 Municipal Bond ETF $BSMQ

Confluence Investment Management LLC raised its holdings in shares of Invesco BulletShares 2026 Municipal Bond ETF (NASDAQ:BSMQ – Free Report)...
Invesco Dorsey Wright Industrials Momentum ETF (NASDAQ:PRN)

Invesco Dorsey Wright Industrials Momentum ETF (NASDAQ:PRN) Shares Pass Above 50-Day Moving Average – Should You Sell?

Invesco Dorsey Wright Industrials Momentum ETF (NASDAQ:PRN – Get Free Report)’s stock price crossed above its fifty day moving average...
Swiss Life (OTCMKTS:SZLMY) Share Price Passes Below 50-Day M

Swiss Life (OTCMKTS:SZLMY) Share Price Passes Below 50-Day Moving Average – Here’s Why

Swiss Life Holding AG (OTCMKTS:SZLMY – Get Free Report)’s share price passed below its 50 day moving average during trading on Friday ....
MIGO Opportunities Trust (LON:MIGO) Stock Passes Below 50-Da

MIGO Opportunities Trust (LON:MIGO) Stock Passes Below 50-Day Moving Average – Should You Sell?

Shares of MIGO Opportunities Trust plc (LON:MIGO – Get Free Report) crossed below its 50 day moving average during trading on Friday . The...
Blue Star Capital (LON:BLU) Stock Crosses Below 50 Day Movin

Blue Star Capital (LON:BLU) Stock Crosses Below 50 Day Moving Average – Time to Sell?

Blue Star Capital plc (LON:BLU – Get Free Report)’s stock price crossed below its 50-day moving average during trading on Friday . The...
Orchard Funding Group (LON:ORCH) Stock Crosses Below 50 Day

Orchard Funding Group (LON:ORCH) Stock Crosses Below 50 Day Moving Average – What’s Next?

Orchard Funding Group plc (LON:ORCH – Get Free Report)’s stock price crossed below its 50-day moving average during trading on Friday ....
Lazard Global Total Return and Income Fund (NYSE:LGI) Stock

Lazard Global Total Return and Income Fund (NYSE:LGI) Stock Passes Below 50-Day Moving Average – Should You Sell?

Lazard Global Total Return and Income Fund, Inc. (NYSE:LGI – Get Free Report) shares passed below its 50-day moving average during trading on...
CQS Natural Resources Growth and Income (LON:CYN) Share Pric

CQS Natural Resources Growth and Income (LON:CYN) Share Price Passes Below 50 Day Moving Average – What’s Next?

CQS Natural Resources Growth and Income plc (LON:CYN – Get Free Report)’s share price passed below its 50-day moving average during...
Ashford (NYSEAMERICAN:AINC) Shares Pass Above Fifty Day Movi

Ashford (NYSEAMERICAN:AINC) Shares Pass Above Fifty Day Moving Average – Here’s Why

Ashford Inc. (NYSEAMERICAN:AINC – Get Free Report)’s share price passed above its 50-day moving average during trading on Friday . The...
Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY

Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY) Stock Passes Below 50-Day Moving Average – Here’s Why

Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY – Get Free Report) passed below its fifty day moving average during trading on...
Baillie Gifford Shin Nippon (LON:BGS) Share Price Passes Abo

Baillie Gifford Shin Nippon (LON:BGS) Share Price Passes Above 50-Day Moving Average – Here’s Why

Baillie Gifford Shin Nippon PLC (LON:BGS – Get Free Report)’s share price crossed above its fifty day moving average during trading on...
Banca Monte dei Paschi di Siena (OTCMKTS:BMDPF) Shares Cross

Banca Monte dei Paschi di Siena (OTCMKTS:BMDPF) Shares Cross Below Fifty Day Moving Average – Should You Sell?

Banca Monte dei Paschi di Siena S.p.A. (OTCMKTS:BMDPF – Get Free Report)’s share price crossed below its fifty day moving average during...
Bx Buzz Ml-1 Gp Llc Sells 7,477,504 Shares of Blackstone (NY

Bx Buzz Ml-1 Gp Llc Sells 7,477,504 Shares of Blackstone (NYSE:BX) Stock

Blackstone Inc. (NYSE:BX – Get Free Report) major shareholder Bx Buzz Ml-1 Gp Llc sold 7,477,504 shares of the firm’s stock in a...
📰

3 Natural Gas Names to Watch as a Global Supply Shock Builds

Natural gas prices may be set to rise due to LNG supply shocks; here are two stocks and an ETF positioned to benefit from tightening global supply
Allworth Financial LP Acquires 3,718 Shares of Morgan Stanle

Allworth Financial LP Acquires 3,718 Shares of Morgan Stanley $MS

Allworth Financial LP raised its holdings in Morgan Stanley (NYSE:MS – Free Report) by 9.5% during the 3rd quarter, according to its most...
Baring Financial LLC Has $6.26 Million Stock Holdings in Dim

Baring Financial LLC Has $6.26 Million Stock Holdings in Dimensional International Core Equity Market ETF $DFAI

Baring Financial LLC lowered its holdings in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 13.4%...
Allworth Financial LP Acquires 3,718 Shares of Morgan Stanle

Allworth Financial LP Acquires 3,718 Shares of Morgan Stanley $MS

Allworth Financial LP raised its holdings in Morgan Stanley (NYSE:MS – Free Report) by 9.5% during the 3rd quarter, according to its most...
Baring Financial LLC Boosts Position in iShares 0-3 Month Tr

Baring Financial LLC Boosts Position in iShares 0-3 Month Treasury Bond ETF $SGOV

Baring Financial LLC raised its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 20.4% in the 4th...
Baring Financial LLC Buys 7,537 Shares of iShares Core S&P 5

Baring Financial LLC Buys 7,537 Shares of iShares Core S&P 500 ETF $IVV

Baring Financial LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 47.5% during the fourth quarter,...
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