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Image for American Express Company $AXP Shares Acquired by Kestra Private Wealth Services LLC

American Express Company $AXP Shares Acquired by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC increased its stake in American Express Company (NYSE:AXP) by 16.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for iShares Agency Bond ETF (NYSEARCA:AGZ) Stock Acquired Sen. John Boozman

iShares Agency Bond ETF (NYSEARCA:AGZ) Stock Acquired Sen. John Boozman

Senator John Boozman (Republican-Arkansas) recently bought shares of iShares Agency Bond ETF (NYSEARCA:AGZ). In a filing disclosed on June 16th, the Senator disclosed that they had bought between $1,001 and $15,000 in iShares Agency... More of this article »
Image for CoinLoan (CLT) 24-Hour Trading Volume Hits $0.11

CoinLoan (CLT) 24-Hour Trading Volume Hits $0.11

CoinLoan (CLT) traded up 0% against the US dollar during the 1 day period ending at 7:00 AM E.T. on June 25th. Over the last seven days, CoinLoan has traded up 0% against the US dollar. CoinLoan has a total market cap of $641.39 thousand... More of this article »
Image for Fortem Financial Group LLC Grows Stock Holdings in NVIDIA Corporation $NVDA

Fortem Financial Group LLC Grows Stock Holdings in NVIDIA Corporation $NVDA

Fortem Financial Group LLC grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 5.1% in the 1st quarter, HoldingsChannel reports. The fund owned 88,111 shares of the computer hardware maker’s stock... More of this article »
Image for First Trust Emerging Markets Small Cap AlphaDEX Fund (NASDAQ:FEMS) Plans Quarterly Dividend of $0.45

First Trust Emerging Markets Small Cap AlphaDEX Fund (NASDAQ:FEMS) Plans Quarterly Dividend of $0.45

First Trust Emerging Markets Small Cap AlphaDEX Fund (NASDAQ:FEMS – Get Free Report) declared a quarterly dividend on Wednesday, June 24th. Shareholders of record on Thursday, June 25th will be given a dividend of 0.445 per share... More of this article »
Image for 9,058 Shares in Uber Technologies, Inc. $UBER Bought by Davis Investment Partners LLC

9,058 Shares in Uber Technologies, Inc. $UBER Bought by Davis Investment Partners LLC

Davis Investment Partners LLC bought a new position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) in the 1st quarter, Holdings Channel.com reports. The institutional investor bought 9,058 shares of the ride-sharing... More of this article »
Image for Woori Bank (NYSE:WF) Raised to “Hold” at Zacks Research

Woori Bank (NYSE:WF) Raised to “Hold” at Zacks Research

Woori Bank (NYSE:WF – Get Free Report) was upgraded by research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a report released on Tuesday,Zacks.com reports. Several other... More of this article »
Image for MoneyHero (NASDAQ:MNY) Releases Earnings Results, Misses Estimates By $0.05 EPS

MoneyHero (NASDAQ:MNY) Releases Earnings Results, Misses Estimates By $0.05 EPS

MoneyHero (NASDAQ:MNY – Get Free Report) issued its quarterly earnings data on Wednesday. The company reported ($0.11) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.05),... More of this article »
Image for Legacy Wealth Partners LLC Sells 10,492 Shares of iShares Core S&P 500 ETF $IVV

Legacy Wealth Partners LLC Sells 10,492 Shares of iShares Core S&P 500 ETF $IVV

Legacy Wealth Partners LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 69,296 shares... More of this article »
Image for Freedom 100 Emerging Markets ETF $FRDM Shares Sold by Watchman Group Inc.

Freedom 100 Emerging Markets ETF $FRDM Shares Sold by Watchman Group Inc.

Watchman Group Inc. cut its stake in Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) by 8.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Worth Asset Management LLC Has $1.40 Million Holdings in Vanguard Mega Cap Growth ETF $MGK

Worth Asset Management LLC Has $1.40 Million Holdings in Vanguard Mega Cap Growth ETF $MGK

Worth Asset Management LLC cut its position in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 72.5% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 3,809 shares of the company’s... More of this article »
Image for TrueMark Investments LLC Boosts Stake in British American Tobacco p.l.c. $BTI

TrueMark Investments LLC Boosts Stake in British American Tobacco p.l.c. $BTI

TrueMark Investments LLC grew its stake in shares of British American Tobacco p.l.c. (NYSE:BTI – Free Report) by 29.8% in the first quarter, HoldingsChannel.com reports. The fund owned 224,796 shares of the company’s stock... More of this article »
Image for TrueMark Investments LLC Boosts Stock Holdings in Unilever PLC $UL

TrueMark Investments LLC Boosts Stock Holdings in Unilever PLC $UL

TrueMark Investments LLC raised its position in shares of Unilever PLC (NYSE:UL – Free Report) by 53.2% in the 1st quarter, Holdings Channel.com reports. The firm owned 42,108 shares of the company’s stock after acquiring... More of this article »
Image for Kestra Private Wealth Services LLC Has $16.13 Million Position in iShares MSCI EAFE Growth ETF $EFG

Kestra Private Wealth Services LLC Has $16.13 Million Position in iShares MSCI EAFE Growth ETF $EFG

Kestra Private Wealth Services LLC boosted its position in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 4.9% in the 1st quarter, HoldingsChannel.com reports. The firm owned 144,860 shares of the company’s stock... More of this article »
Image for Zai Lab (NASDAQ:ZLAB) Sees Large Volume Increase  – Time to Buy?

Zai Lab (NASDAQ:ZLAB) Sees Large Volume Increase – Time to Buy?

Zai Lab Limited Unsponsored ADR (NASDAQ:ZLAB – Get Free Report) saw strong trading volume on Tuesday . 685,219 shares were traded during mid-day trading, a decline of 14% from the previous session’s volume of 801,185 shares.The... More of this article »
Image for Aquestive Therapeutics (NASDAQ:AQST) Shares Up 6.7%  – Time to Buy?

Aquestive Therapeutics (NASDAQ:AQST) Shares Up 6.7% – Time to Buy?

Aquestive Therapeutics, Inc. (NASDAQ:AQST – Get Free Report)’s share price shot up 6.7% during mid-day trading on Tuesday . The stock traded as high as $5.05 and last traded at $5.0360. 488,019 shares were traded during... More of this article »
Image for iShares Core MSCI EAFE ETF $IEFA Shares Acquired by Kestra Private Wealth Services LLC

iShares Core MSCI EAFE ETF $IEFA Shares Acquired by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC increased its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 12.1% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Trust Co. of Oklahoma Purchases Shares of 7,065 iShares MSCI Peru and Global Exposure ETF $EPU

Trust Co. of Oklahoma Purchases Shares of 7,065 iShares MSCI Peru and Global Exposure ETF $EPU

Trust Co. of Oklahoma purchased a new stake in shares of iShares MSCI Peru and Global Exposure ETF (NYSEARCA:EPU – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Higgins & Schmidt Wealth Strategies LLC Grows Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

Higgins & Schmidt Wealth Strategies LLC Grows Stake in SPDR Portfolio S&P 500 Value ETF $SPYV

Higgins & Schmidt Wealth Strategies LLC increased its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 3.8% during the 1st quarter, according to the company in its most recent Form 13F... More of this article »
Image for Fifth Third Wealth Advisors LLC Has $9.93 Million Stock Holdings in Applied Materials, Inc. $AMAT

Fifth Third Wealth Advisors LLC Has $9.93 Million Stock Holdings in Applied Materials, Inc. $AMAT

Fifth Third Wealth Advisors LLC trimmed its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 7.4% in the first quarter, according to its most recent filing with the SEC. The firm owned 29,049 shares... More of this article »
Image for First American Bank Makes New Investment in Marsh & McLennan Companies, Inc. $MRSH

First American Bank Makes New Investment in Marsh & McLennan Companies, Inc. $MRSH

First American Bank acquired a new stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 61,022 shares... More of this article »
Image for DLH (NASDAQ:DLHC) Major Shareholder Mink Brook Asset Management Ll Buys 3,739 Shares of Stock

DLH (NASDAQ:DLHC) Major Shareholder Mink Brook Asset Management Ll Buys 3,739 Shares of Stock

DLH Holdings Corp. (NASDAQ:DLHC – Get Free Report) major shareholder Mink Brook Asset Management Ll purchased 3,739 shares of DLH stock in a transaction dated Wednesday, June 24th. The stock was bought at an average price of... More of this article »
Image for MediaAlpha (NYSE:MAX) Director Eugene Nonko Sells 6,667 Shares of Stock

MediaAlpha (NYSE:MAX) Director Eugene Nonko Sells 6,667 Shares of Stock

MediaAlpha, Inc. (NYSE:MAX – Get Free Report) Director Eugene Nonko sold 6,667 shares of the business’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $10.47, for... More of this article »
Image for Korro Bio (NASDAQ:KRRO) Director Jean Francois Formela Sells 3,962 Shares of Stock

Korro Bio (NASDAQ:KRRO) Director Jean Francois Formela Sells 3,962 Shares of Stock

Korro Bio, Inc. (NASDAQ:KRRO – Get Free Report) Director Jean Francois Formela sold 3,962 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $13.95, for a total... More of this article »
Image for iShares 1-3 Year Treasury Bond ETF $SHY Shares Acquired by Silver Oak Securities Incorporated

iShares 1-3 Year Treasury Bond ETF $SHY Shares Acquired by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated lifted its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 9.1% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Fiduciary Alliance LLC Acquires New Holdings in Omega Healthcare Investors, Inc. $OHI

Fiduciary Alliance LLC Acquires New Holdings in Omega Healthcare Investors, Inc. $OHI

Fiduciary Alliance LLC bought a new position in shares of Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $XHLF Shares Purchased by Silver Oak Securities Incorporated

BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $XHLF Shares Purchased by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated grew its holdings in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF – Free Report) by 13.0% in the 1st quarter, Holdings Channel reports. The fund owned 386,643... More of this article »
Image for Fiduciary Alliance LLC Grows Position in PayPal Holdings, Inc. $PYPL

Fiduciary Alliance LLC Grows Position in PayPal Holdings, Inc. $PYPL

Fiduciary Alliance LLC increased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 62.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for SPDR Portfolio Developed World ex-US ETF $SPDW is Fiduciary Alliance LLC’s 7th Largest Position

SPDR Portfolio Developed World ex-US ETF $SPDW is Fiduciary Alliance LLC’s 7th Largest Position

Fiduciary Alliance LLC raised its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 7.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Royal Bank of Canada (TSE:RY) Insider Katherine Gibson Sells 462 Shares

Royal Bank of Canada (TSE:RY) Insider Katherine Gibson Sells 462 Shares

Royal Bank of Canada (TSE:RY – Get Free Report) (NYSE:RY) insider Katherine Gibson sold 462 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of C$284.86, for a... More of this article »
Image for Leeward Financial Partners LLC Sells 41,266 Shares of Vanguard Real Estate ETF $VNQ

Leeward Financial Partners LLC Sells 41,266 Shares of Vanguard Real Estate ETF $VNQ

Leeward Financial Partners LLC cut its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 86.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Liquidia (NASDAQ:LQDA) Director Stephen Bloch Sells 100,000 Shares of Stock

Liquidia (NASDAQ:LQDA) Director Stephen Bloch Sells 100,000 Shares of Stock

Liquidia Corporation (NASDAQ:LQDA – Get Free Report) Director Stephen Bloch sold 100,000 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $75.74,... More of this article »
Image for Ritholtz Wealth Management Boosts Stock Holdings in Lam Research Corporation $LRCX

Ritholtz Wealth Management Boosts Stock Holdings in Lam Research Corporation $LRCX

Ritholtz Wealth Management boosted its position in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 34.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Fifth Third Wealth Advisors LLC Grows Stock Position in The TJX Companies, Inc. $TJX

Fifth Third Wealth Advisors LLC Grows Stock Position in The TJX Companies, Inc. $TJX

Fifth Third Wealth Advisors LLC grew its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 23.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Fifth Third Wealth Advisors LLC Grows Stock Holdings in Arista Networks, Inc. $ANET

Fifth Third Wealth Advisors LLC Grows Stock Holdings in Arista Networks, Inc. $ANET

Fifth Third Wealth Advisors LLC lifted its stake in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 8.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for 94,143 Shares in Prologis, Inc. $PLD Purchased by OP Asset Management Ltd

94,143 Shares in Prologis, Inc. $PLD Purchased by OP Asset Management Ltd

OP Asset Management Ltd acquired a new stake in Prologis, Inc. (NYSE:PLD – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The firm acquired 94,143 shares of the real estate... More of this article »
Image for 22,310 Shares in Antero Resources Corporation $AR Purchased by Friedenthal Financial

22,310 Shares in Antero Resources Corporation $AR Purchased by Friedenthal Financial

Friedenthal Financial purchased a new stake in shares of Antero Resources Corporation (NYSE:AR – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for PKO Investment Management Joint Stock Co Increases Stock Position in Meta Platforms, Inc. $META

PKO Investment Management Joint Stock Co Increases Stock Position in Meta Platforms, Inc. $META

PKO Investment Management Joint Stock Co boosted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.5% in the first quarter, HoldingsChannel reports. The firm owned 41,000 shares of the social networking company’s... More of this article »
Image for Silver Oak Securities Incorporated Purchases 54,419 Shares of FT Vest Rising Dividend Achievers Target Income ETF $RDVI

Silver Oak Securities Incorporated Purchases 54,419 Shares of FT Vest Rising Dividend Achievers Target Income ETF $RDVI

Silver Oak Securities Incorporated increased its position in shares of FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) by 12.6% in the first quarter, according to the company in its most recent... More of this article »
Image for ServiceTitan (NASDAQ:TTAN) Major Shareholder Iconiq Strategic Partners V, L Sells 94,415 Shares of Stock

ServiceTitan (NASDAQ:TTAN) Major Shareholder Iconiq Strategic Partners V, L Sells 94,415 Shares of Stock

ServiceTitan Inc. (NASDAQ:TTAN – Get Free Report) major shareholder Iconiq Strategic Partners V, L sold 94,415 shares of the business’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price... More of this article »
Image for Rockefeller Capital Management L.P. Purchases 18,581 Shares of Howmet Aerospace Inc. $HWM

Rockefeller Capital Management L.P. Purchases 18,581 Shares of Howmet Aerospace Inc. $HWM

Rockefeller Capital Management L.P. raised its position in Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 45.5% in the 4th quarter, HoldingsChannel reports. The fund owned 59,409 shares of the company’s stock after... More of this article »
Image for Forward Air Corporation (NASDAQ:FWRD) Given Average Recommendation of “Hold” by Analysts

Forward Air Corporation (NASDAQ:FWRD) Given Average Recommendation of “Hold” by Analysts

Shares of Forward Air Corporation (NASDAQ:FWRD – Get Free Report) have been given an average recommendation of “Hold” by the five ratings firms that are currently covering the stock, Marketbeat reports. Two research... More of this article »
Image for MinichMacGregor Wealth Management LLC Purchases New Shares in VanEck Real Assets ETF $RAAX

MinichMacGregor Wealth Management LLC Purchases New Shares in VanEck Real Assets ETF $RAAX

MinichMacGregor Wealth Management LLC purchased a new position in shares of VanEck Real Assets ETF (NYSEARCA:RAAX – Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Newmont Corporation $NEM Shares Sold by Live Oak Private Wealth LLC

Newmont Corporation $NEM Shares Sold by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC cut its position in Newmont Corporation (NYSE:NEM – Free Report) by 14.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 123,029... More of this article »
Image for MinichMacGregor Wealth Management LLC Invests $2.54 Million in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC

MinichMacGregor Wealth Management LLC Invests $2.54 Million in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC

MinichMacGregor Wealth Management LLC acquired a new position in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) during the 1st quarter, according to its most recent 13F filing with... More of this article »
Image for KFA Private Wealth Group LLC Has $20.34 Million Holdings in Fidelity Total Bond ETF $FBND

KFA Private Wealth Group LLC Has $20.34 Million Holdings in Fidelity Total Bond ETF $FBND

KFA Private Wealth Group LLC lifted its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 8.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for JPMorgan Limited Duration Bond ETF $JPLD Shares Acquired by MBM Wealth Consultants LLC

JPMorgan Limited Duration Bond ETF $JPLD Shares Acquired by MBM Wealth Consultants LLC

MBM Wealth Consultants LLC increased its position in shares of JPMorgan Limited Duration Bond ETF (BATS:JPLD – Free Report) by 11.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Paramount Skydance Corporation $PSKY Shares Purchased by MTCO Ltd.

Paramount Skydance Corporation $PSKY Shares Purchased by MTCO Ltd.

MTCO Ltd. lifted its holdings in shares of Paramount Skydance Corporation (NASDAQ:PSKY – Free Report) by 133.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for OP Asset Management Ltd Invests $15.64 Million in Amphenol Corporation $APH

OP Asset Management Ltd Invests $15.64 Million in Amphenol Corporation $APH

OP Asset Management Ltd acquired a new position in Amphenol Corporation (NYSE:APH – Free Report) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 123,797 shares... More of this article »
Image for Cloudflare (NYSE:NET) CEO Matthew Prince Sells 52,384 Shares of Stock

Cloudflare (NYSE:NET) CEO Matthew Prince Sells 52,384 Shares of Stock

Cloudflare, Inc. (NYSE:NET – Get Free Report) CEO Matthew Prince sold 52,384 shares of the stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $217.91, for a total transaction of $11,414,997.44.... More of this article »