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Caterpillar Inc. (NYSE:CAT) Stock Position Reduced by Global Trust Asset Management LLC

Posted by Hayley Millar on Jan 22nd, 2025

Global Trust Asset Management LLC cut its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.3% during the fourth quarter, HoldingsChannel reports. The fund owned 9,090 shares of the industrial products company’s... More of this article »

First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV) Shares Purchased by Daymark Wealth Partners LLC

Posted by Hayley Millar on Jan 22nd, 2025

Daymark Wealth Partners LLC raised its stake in First Trust Dorsey Wright Focus 5 ETF (NASDAQ:FV – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »

Axon Enterprise, Inc. (NASDAQ:AXON) Shares Acquired by Magnus Financial Group LLC

Posted by Hayley Millar on Jan 22nd, 2025

Magnus Financial Group LLC boosted its position in Axon Enterprise, Inc. (NASDAQ:AXON – Free Report) by 13.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »

Ulta Beauty, Inc. (NASDAQ:ULTA) Shares Sold by Janney Capital Management LLC

Posted by Hayley Millar on Jan 22nd, 2025

Janney Capital Management LLC trimmed its holdings in Ulta Beauty, Inc. (NASDAQ:ULTA – Free Report) by 3.3% in the 4th quarter, HoldingsChannel reports. The fund owned 18,911 shares of the specialty retailer’s stock after... More of this article »

Finley Financial LLC Makes New Investment in iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC)

Posted by Hayley Millar on Jan 22nd, 2025

Finley Financial LLC bought a new position in shares of iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm bought 10,850 shares of the company’s... More of this article »