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Image about Baker Tilly Wealth Management LLC Boosts Holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Baker Tilly Wealth Management LLC Boosts Holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Baker Tilly Wealth Management LLC grew its holdings in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 58.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Image about Teledyne Technologies Incorporated (NYSE:TDY) Shares Sold by Baker Tilly Wealth Management LLC

Teledyne Technologies Incorporated (NYSE:TDY) Shares Sold by Baker Tilly Wealth Management LLC

Baker Tilly Wealth Management LLC decreased its position in Teledyne Technologies Incorporated (NYSE:TDY – Free Report) by 98.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image about Brown & Brown, Inc. (NYSE:BRO) Shares Acquired by Baker Tilly Wealth Management LLC

Brown & Brown, Inc. (NYSE:BRO) Shares Acquired by Baker Tilly Wealth Management LLC

Baker Tilly Wealth Management LLC lifted its position in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) by 41.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 8,422 shares of the... More of this article »
Image about Baker Tilly Wealth Management LLC Has $594,000 Position in McCormick & Company, Incorporated (NYSE:MKC)

Baker Tilly Wealth Management LLC Has $594,000 Position in McCormick & Company, Incorporated (NYSE:MKC)

Baker Tilly Wealth Management LLC lowered its position in shares of McCormick & Company, Incorporated (NYSE:MKC – Free Report) by 9.5% in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Image about Baker Tilly Wealth Management LLC Buys 1,852 Shares of nCino, Inc. (NASDAQ:NCNO)

Baker Tilly Wealth Management LLC Buys 1,852 Shares of nCino, Inc. (NASDAQ:NCNO)

Baker Tilly Wealth Management LLC raised its holdings in nCino, Inc. (NASDAQ:NCNO – Free Report) by 11.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,023... More of this article »
Image about Baker Tilly Wealth Management LLC Sells 533 Shares of Lennar Co. (NYSE:LEN)

Baker Tilly Wealth Management LLC Sells 533 Shares of Lennar Co. (NYSE:LEN)

Baker Tilly Wealth Management LLC trimmed its position in shares of Lennar Co. (NYSE:LEN – Free Report) by 11.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image about Baker Tilly Wealth Management LLC Trims Position in Synopsys, Inc. (NASDAQ:SNPS)

Baker Tilly Wealth Management LLC Trims Position in Synopsys, Inc. (NASDAQ:SNPS)

Baker Tilly Wealth Management LLC lessened its stake in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 1.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image about abrdn (LON:ABDN) Reaches New 1-Year Low After Insider Selling

abrdn (LON:ABDN) Reaches New 1-Year Low After Insider Selling

abrdn plc (LON:ABDN – Get Free Report) hit a new 52-week low on Tuesday following insider selling activity. The stock traded as low as GBX 136.23 ($1.73) and last traded at GBX 138.45 ($1.76), with a volume of 6857125 shares... More of this article »
Image about First Mining Gold (TSE:FF) Trading 4.2% Higher  on Insider Buying Activity

First Mining Gold (TSE:FF) Trading 4.2% Higher on Insider Buying Activity

Shares of First Mining Gold Corp. (TSE:FF – Get Free Report) traded up 4.2% during mid-day trading on Tuesday after an insider bought additional shares in the company. The company traded as high as C$0.13 and last traded at C$0.13.... More of this article »
Image about Creative Financial Designs Inc. ADV Has $261,000 Holdings in First Trust Low Duration Strategic Focus ETF (NASDAQ:LDSF)

Creative Financial Designs Inc. ADV Has $261,000 Holdings in First Trust Low Duration Strategic Focus ETF (NASDAQ:LDSF)

Creative Financial Designs Inc. ADV boosted its holdings in First Trust Low Duration Strategic Focus ETF (NASDAQ:LDSF – Free Report) by 6.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image about Cornerstone Wealth Management LLC Has $213,000 Position in Boston Scientific Co. (NYSE:BSX)

Cornerstone Wealth Management LLC Has $213,000 Position in Boston Scientific Co. (NYSE:BSX)

Cornerstone Wealth Management LLC lessened its holdings in shares of Boston Scientific Co. (NYSE:BSX – Free Report) by 15.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image about 750 Shares in Workday, Inc. (NASDAQ:WDAY) Acquired by Marcum Wealth LLC

750 Shares in Workday, Inc. (NASDAQ:WDAY) Acquired by Marcum Wealth LLC

Marcum Wealth LLC purchased a new position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image about Dfpg Investments LLC Lowers Stake in Southwest Airlines Co. (NYSE:LUV)

Dfpg Investments LLC Lowers Stake in Southwest Airlines Co. (NYSE:LUV)

Dfpg Investments LLC lessened its position in shares of Southwest Airlines Co. (NYSE:LUV – Free Report) by 2.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image about Unum Group (NYSE:UNM) Shares Purchased by Wedmont Private Capital

Unum Group (NYSE:UNM) Shares Purchased by Wedmont Private Capital

Wedmont Private Capital lifted its position in Unum Group (NYSE:UNM – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image about Microsoft Co. (NASDAQ:MSFT) is Somerset Trust Co’s Largest Position

Microsoft Co. (NASDAQ:MSFT) is Somerset Trust Co’s Largest Position

Somerset Trust Co reduced its stake in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 6.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 37,171... More of this article »