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Everhart Financial Group Inc. Sells 19,294 Shares of Schwab

Everhart Financial Group Inc. Sells 19,294 Shares of Schwab U.S. Mid-Cap ETF $SCHM

Everhart Financial Group Inc. decreased its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 15.2% during the 4th...
Everhart Financial Group Inc. Has $29.72 Million Stake in Va

Everhart Financial Group Inc. Has $29.72 Million Stake in Vanguard Intermediate-Term Bond ETF $BIV

Everhart Financial Group Inc. trimmed its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 6.4% in the 4th quarter,...
Everhart Financial Group Inc. Cuts Holdings in Vanguard Tota

Everhart Financial Group Inc. Cuts Holdings in Vanguard Total Stock Market ETF $VTI

Everhart Financial Group Inc. lowered its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 9.1% in the 4th...
Central Pacific Bank Trust Division Lowers Stock Holdings in

Central Pacific Bank Trust Division Lowers Stock Holdings in Janus Henderson B-BBB CLO ETF $JBBB

Central Pacific Bank Trust Division reduced its stake in Janus Henderson B-BBB CLO ETF (BATS:JBBB – Free Report) by 50.8% during the fourth...
Central Pacific Bank Trust Division Cuts Holdings in iShares

Central Pacific Bank Trust Division Cuts Holdings in iShares MSCI Japan ETF $EWJ

Central Pacific Bank Trust Division lessened its holdings in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 30.6% in the fourth...
Central Pacific Bank Trust Division Cuts Holdings in iShares

Central Pacific Bank Trust Division Cuts Holdings in iShares MSCI Japan ETF $EWJ

Central Pacific Bank Trust Division lessened its holdings in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 30.6% in the fourth...
Central Pacific Bank Trust Division Cuts Holdings in iShares

Central Pacific Bank Trust Division Cuts Holdings in iShares MSCI Japan ETF $EWJ

Central Pacific Bank Trust Division lessened its holdings in iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 30.6% in the fourth...
Central Pacific Bank Trust Division Has $2.49 Million Holdin

Central Pacific Bank Trust Division Has $2.49 Million Holdings in iShares 7-10 Year Treasury Bond ETF $IEF

Central Pacific Bank Trust Division trimmed its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 26.8%...
Central Pacific Bank Trust Division Trims Stock Holdings in

Central Pacific Bank Trust Division Trims Stock Holdings in Mastercard Incorporated $MA

Central Pacific Bank Trust Division lowered its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 35.0% during the 4th quarter,...
Central Pacific Bank Trust Division Trims Stock Holdings in

Central Pacific Bank Trust Division Trims Stock Holdings in Mastercard Incorporated $MA

Central Pacific Bank Trust Division lowered its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 35.0% during the 4th quarter,...
Central Pacific Bank Trust Division Trims Stock Holdings in

Central Pacific Bank Trust Division Trims Stock Holdings in Mastercard Incorporated $MA

Central Pacific Bank Trust Division lowered its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 35.0% during the 4th quarter,...
Central Pacific Bank Trust Division Has $4.90 Million Stock

Central Pacific Bank Trust Division Has $4.90 Million Stock Position in Invesco QQQ $QQQ

Central Pacific Bank Trust Division reduced its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 16.8% during the 4th quarter, according...
U.S. Bancorp $USB Stake Lessened by CIBC Private Wealth Grou

U.S. Bancorp $USB Stake Lessened by CIBC Private Wealth Group LLC

CIBC Private Wealth Group LLC decreased its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 9.8% during the 3rd quarter,...
U.S. Bancorp $USB Stake Lessened by CIBC Private Wealth Grou

U.S. Bancorp $USB Stake Lessened by CIBC Private Wealth Group LLC

CIBC Private Wealth Group LLC decreased its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 9.8% during the 3rd quarter,...
Central Pacific Bank Trust Division Lowers Position in iShar

Central Pacific Bank Trust Division Lowers Position in iShares MSCI EAFE ETF $EFA

Central Pacific Bank Trust Division decreased its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 19.7% in the 4th...
Central Pacific Bank Trust Division Lowers Position in iShar

Central Pacific Bank Trust Division Lowers Position in iShares MSCI EAFE ETF $EFA

Central Pacific Bank Trust Division decreased its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 19.7% in the 4th...
Central Pacific Bank Trust Division Sells 2,470 Shares of iS

Central Pacific Bank Trust Division Sells 2,470 Shares of iShares Russell 2000 ETF $IWM

Central Pacific Bank Trust Division reduced its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 12.6% in the fourth...
The Charles Schwab Corporation $SCHW Stock Position Decrease

The Charles Schwab Corporation $SCHW Stock Position Decreased by Central Pacific Bank Trust Division

Central Pacific Bank Trust Division lowered its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 11.3% during the fourth...
The Charles Schwab Corporation $SCHW Stock Position Decrease

The Charles Schwab Corporation $SCHW Stock Position Decreased by Central Pacific Bank Trust Division

Central Pacific Bank Trust Division lowered its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 11.3% during the fourth...
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...
iShares U.S. Technology ETF $IYW Shares Sold by Central Paci

iShares U.S. Technology ETF $IYW Shares Sold by Central Pacific Bank Trust Division

Central Pacific Bank Trust Division decreased its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 10.3% during the 4th...
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...
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,...
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...
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,...
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...
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...
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 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)...
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...
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 ....
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...
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...
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...
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...
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%...
GAMMA Investing LLC Lowers Stock Holdings in JPMorgan Chase

GAMMA Investing LLC Lowers Stock Holdings in JPMorgan Chase & Co. $JPM

GAMMA Investing LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 5.9% during the 4th quarter,...
GAMMA Investing LLC Lowers Stock Holdings in JPMorgan Chase

GAMMA Investing LLC Lowers Stock Holdings in JPMorgan Chase & Co. $JPM

GAMMA Investing LLC decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 5.9% during the 4th quarter,...
JPMorgan Chase & Co. $JPM Shares Sold by CTC Alternative Str

JPMorgan Chase & Co. $JPM Shares Sold by CTC Alternative Strategies Ltd.

CTC Alternative Strategies Ltd. reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 65.4% in the 3rd quarter, according to the...
Cambria Investment Management L.P. Sells 313,242 Shares of L

Cambria Investment Management L.P. Sells 313,242 Shares of Lincoln National Corporation $LNC

Cambria Investment Management L.P. trimmed its position in shares of Lincoln National Corporation (NYSE:LNC – Free Report) by 95.5% during the...
JPMorgan Chase & Co. $JPM Shares Sold by CTC Alternative Str

JPMorgan Chase & Co. $JPM Shares Sold by CTC Alternative Strategies Ltd.

CTC Alternative Strategies Ltd. reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 65.4% in the 3rd quarter, according to the...
Cambria Investment Management L.P. Sells 313,242 Shares of L

Cambria Investment Management L.P. Sells 313,242 Shares of Lincoln National Corporation $LNC

Cambria Investment Management L.P. trimmed its position in shares of Lincoln National Corporation (NYSE:LNC – Free Report) by 95.5% during the...
Davis Selected Advisers Has $187.88 Million Position in JPMo

Davis Selected Advisers Has $187.88 Million Position in JPMorgan Chase & Co. $JPM

Davis Selected Advisers reduced its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 6.4% during the 3rd quarter,...
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