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8,111 Shares in iShares Future AI & Tech ETF $ARTY Bought by Total Clarity Wealth Management Inc.
Total Clarity Wealth Management Inc. bought a new position in shares of iShares Future AI & Tech ETF (NYSEARCA:ARTY – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Vanguard Total Stock Market ETF $VTI is Prentice Wealth Management LLC’s 2nd Largest Position
Prentice Wealth Management LLC lessened its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 41.5% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Dimensional U.S. Equity ETF $DFUS is Great Waters Wealth Management’s Largest Position
Great Waters Wealth Management lifted its holdings in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 4.9% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 2,817,903... More of this article »
Mainstream Capital Management LLC Boosts Stake in Goldman Sachs Ultra Short Bond ETF $GSST
Mainstream Capital Management LLC increased its holdings in Goldman Sachs Ultra Short Bond ETF (BATS:GSST – Free Report) by 39.6% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 176,075... More of this article »
Franklin Dynamic Municipal Bond ETF $FLMI Shares Purchased by Prentice Wealth Management LLC
Prentice Wealth Management LLC raised its stake in Franklin Dynamic Municipal Bond ETF (NYSEARCA:FLMI – Free Report) by 11.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Has $181.32 Million Stake in ExxonMobil Corporation $XOM
Vaughan Nelson Investment Management L.P. boosted its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 68.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Krilogy Financial LLC Has $35.32 Million Stake in iShares 20+ Year Treasury Bond ETF $TLT
Krilogy Financial LLC increased its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 8.1% in the first quarter, HoldingsChannel reports. The institutional investor owned 409,326 shares... More of this article »
Lamb Weston (NYSE:LW) Given Average Recommendation of “Hold” by Analysts
Shares of Lamb Weston (NYSE:LW – Get Free Report) have earned an average rating of “Hold” from the fourteen ratings firms that are covering the firm, MarketBeat Ratings reports. One investment analyst has rated... More of this article »
Verde Servicos Internacionais S.A. Reduces Holdings in FTAI Aviation Ltd. $FTAI
Verde Servicos Internacionais S.A. lessened its stake in FTAI Aviation Ltd. (NASDAQ:FTAI – Free Report) by 35.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Focused Wealth Management Inc Has $3.24 Million Stock Holdings in Pfizer Inc. $PFE
Focused Wealth Management Inc cut its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 27.4% during the first quarter, HoldingsChannel.com reports. The firm owned 115,258 shares of the biopharmaceutical company’s... More of this article »
Focused Wealth Management Inc Increases Position in SPDR Portfolio S&P 500 Growth ETF $SPYG
Focused Wealth Management Inc boosted its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 2.9% during the 1st quarter, according to its most recent 13F filing with the Securities... More of this article »
Murphy & Mullick Capital Management Corp Grows Stake in Vanguard Total World Stock ETF $VT
Murphy & Mullick Capital Management Corp increased its position in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 42.2% during the 1st quarter, according to the company in its most recent Form 13F filing... More of this article »
Commonwealth Bank of Australia (OTCMKTS:CMWAY) & Mizuho Financial Group (NYSE:MFG) Head to Head Analysis
Commonwealth Bank of Australia (OTCMKTS:CMWAY – Get Free Report) and Mizuho Financial Group (NYSE:MFG – Get Free Report) are both large-cap finance companies, but which is the better investment? We will contrast the two... More of this article »
Kirr Marbach & Co. LLC IN Has $51.54 Million Stock Position in MasTec, Inc. $MTZ
Kirr Marbach & Co. LLC IN decreased its stake in MasTec, Inc. (NYSE:MTZ – Free Report) by 4.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Adient (NYSE:ADNT) Given Consensus Rating of “Hold” by Brokerages
Adient (NYSE:ADNT – Get Free Report) has been given a consensus recommendation of “Hold” by the twelve brokerages that are currently covering the stock, Marketbeat reports. One analyst has rated the stock with a... More of this article »
Docebo Inc. (NASDAQ:DCBO) Receives $30.67 Consensus PT from Analysts
Docebo Inc. (NASDAQ:DCBO – Get Free Report) has been given a consensus rating of “Moderate Buy” by the sixteen analysts that are covering the stock, Marketbeat.com reports. One equities research analyst has rated... More of this article »
Brokerages Set Coupang, Inc. (NYSE:CPNG) PT at $26.65
Shares of Coupang, Inc. (NYSE:CPNG – Get Free Report) have received an average rating of “Hold” from the twelve brokerages that are presently covering the firm, MarketBeat.com reports. Two investment analysts have... More of this article »
Aurinia Pharmaceuticals (NASDAQ:AUPH) Sets New 52-Week High – What’s Next?
Aurinia Pharmaceuticals Inc (NASDAQ:AUPH – Get Free Report) (TSE:AUP)’s share price hit a new 52-week high during trading on Monday . The company traded as high as $17.75 and last traded at $18.0440, with a volume of 68761... More of this article »
Caterpillar (NYSE:CAT) Hits New 52-Week High – Time to Buy?
Shares of Caterpillar Inc. (NYSE:CAT – Get Free Report) reached a new 52-week high during trading on Monday . The stock traded as high as $1,007.00 and last traded at $1,009.3030, with a volume of 72412 shares. The stock had... More of this article »
Sovereign Financial Group Inc. Lowers Stock Position in iShares Russell 2000 ETF $IWM
Sovereign Financial Group Inc. reduced its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 43.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
SVB Wealth LLC Sells 6,307 Shares of Delta Air Lines, Inc. $DAL
SVB Wealth LLC reduced its position in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 36.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,017 shares... More of this article »
Signal Advisors Wealth LLC Makes New $1.75 Million Investment in Cabana Target Leading Sector Moderate ETF $CLSM
Signal Advisors Wealth LLC purchased a new stake in Cabana Target Leading Sector Moderate ETF (NASDAQ:CLSM – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
SVB Wealth LLC Has $10.01 Million Stock Holdings in Chevron Corporation $CVX
SVB Wealth LLC decreased its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 5.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Signal Advisors Wealth LLC Purchases 9,853 Shares of Northern Trust Corporation $NTRS
Signal Advisors Wealth LLC raised its holdings in shares of Northern Trust Corporation (NASDAQ:NTRS – Free Report) by 646.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Brokerages Set Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC) Target Price at $59.25
Shares of Kulicke and Soffa Industries, Inc. (NASDAQ:KLIC – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the six ratings firms that are covering the firm, Marketbeat Ratings reports.... More of this article »
SVB Wealth LLC Has $2.01 Million Stock Position in Automatic Data Processing, Inc. $ADP
SVB Wealth LLC reduced its position in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 19.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Prentice Wealth Management LLC Boosts Stock Holdings in Capital Group Municipal High-Income ETF $CGHM
Prentice Wealth Management LLC increased its position in Capital Group Municipal High-Income ETF (NYSEARCA:CGHM – Free Report) by 21.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Pacer Advisors Inc. Sells 41,019 Shares of EverQuote, Inc. $EVER
Pacer Advisors Inc. lessened its holdings in EverQuote, Inc. (NASDAQ:EVER – Free Report) by 25.8% in the 4th quarter, Holdings Channel reports. The firm owned 118,151 shares of the company’s stock after selling 41,019... More of this article »
Smith Salley Wealth Management Buys 2,733 Shares of JPMorgan Chase & Co. $JPM
Smith Salley Wealth Management boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.7% in the first quarter, Holdings Channel reports. The fund owned 161,087 shares of the financial services provider’s stock after... More of this article »
Hsbc Holdings PLC Sells 54,139 Shares of Las Vegas Sands Corp. $LVS
Hsbc Holdings PLC reduced its stake in Las Vegas Sands Corp. (NYSE:LVS – Free Report) by 9.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 503,048 shares of the casino operator’s stock after... More of this article »
Hsbc Holdings PLC Reduces Stock Position in iShares MSCI EAFE ETF $EFA
Hsbc Holdings PLC reduced its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 79.0% in the fourth quarter, Holdings Channel.com reports. The fund owned 363,989 shares of the exchange traded fund’s stock... More of this article »
Pacer Advisors Inc. Grows Holdings in STERIS plc $STE
Pacer Advisors Inc. boosted its position in shares of STERIS plc (NYSE:STE – Free Report) by 51.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 12,602 shares of the medical equipment provider’s... More of this article »
959,401 Shares in enCore Energy Corp. $EU Acquired by Pacer Advisors Inc.
Pacer Advisors Inc. bought a new stake in enCore Energy Corp. (NASDAQ:EU – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 959,401... More of this article »
Vanguard Short-Term Treasury ETF $VGSH Position Boosted by CENTRAL TRUST Co
CENTRAL TRUST Co boosted its holdings in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 38.4% during the 1st quarter, Holdings Channel reports. The fund owned 97,232 shares of the company’s stock after... More of this article »
Brave Asset Management Inc. Grows Stock Holdings in iShares MSCI EAFE Value ETF $EFV
Brave Asset Management Inc. boosted its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 2.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Robert Lavet Sells 1,188 Shares of SoFi Technologies (NASDAQ:SOFI) Stock
SoFi Technologies, Inc. (NASDAQ:SOFI – Get Free Report) General Counsel Robert Lavet sold 1,188 shares of the stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $17.55, for a total transaction... More of this article »
Hsbc Holdings PLC Boosts Stock Position in Healthpeak Properties, Inc. $DOC
Hsbc Holdings PLC raised its holdings in Healthpeak Properties, Inc. (NYSE:DOC – Free Report) by 7.1% in the fourth quarter, Holdings Channel reports. The firm owned 3,262,602 shares of the real estate investment trust’s... More of this article »
J. Derek Lewis & Associates Inc. Takes Position in Apple Inc. $AAPL
J. Derek Lewis & Associates Inc. bought a new position in Apple Inc. (NASDAQ:AAPL – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 69,651 shares of... More of this article »
Brookstone Capital Management Purchases 19,342 Shares of Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly $EALT
Brookstone Capital Management raised its position in Innovator U.S. Equity 5 to 15 Buffer ETF – Quarterly (BATS:EALT – Free Report) by 9.8% in the first quarter, according to its most recent disclosure with the SEC. The... More of this article »
American Public Education, Inc. (NASDAQ:APEI) Given Consensus Rating of “Moderate Buy” by Analysts
Shares of American Public Education, Inc. (NASDAQ:APEI – Get Free Report) have been given an average rating of “Moderate Buy” by the eight analysts that are covering the company, Marketbeat Ratings reports. Two equities... More of this article »
Tyson Foods, Inc. $TSN Shares Sold by Pacer Advisors Inc.
Pacer Advisors Inc. reduced its position in Tyson Foods, Inc. (NYSE:TSN – Free Report) by 96.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 48,012 shares of the company’s stock after selling 1,513,548... More of this article »
Pacer Advisors Inc. Increases Stock Holdings in DTE Energy Company $DTE
Pacer Advisors Inc. increased its stake in shares of DTE Energy Company (NYSE:DTE – Free Report) by 40.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Benjamin Hohl Sells 6,018 Shares of Bitwise MARA Option Income Strategy ETF (NYSEARCA:IMRA) Stock
Bitwise MARA Option Income Strategy ETF (NYSEARCA:IMRA – Get Free Report) CFO Benjamin Hohl sold 6,018 shares of the stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $43.80,... More of this article »
Simon Heidi Locke Sells 18,119 Shares of Teekay (NYSE:TK) Stock
Teekay Corporation Ltd. (NYSE:TK – Get Free Report) Director Simon Heidi Locke sold 18,119 shares of the stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $12.37, for a total transaction... More of this article »
Charles Austin Robbins, Jr. Acquires 14,000 Shares of First Carolina Financial Services (NYSE:FCBM) Stock
First Carolina Financial Services, Inc. (NYSE:FCBM – Get Free Report) Director Charles Austin Robbins, Jr. purchased 14,000 shares of First Carolina Financial Services stock in a transaction on Thursday, June 18th. The shares... More of this article »
Corpay, Inc $CPAY Position Cut by Corient Private Wealth LLC
Corient Private Wealth LLC decreased its position in shares of Corpay, Inc (NYSE:CPAY – Free Report) by 6.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 56,148... More of this article »
SPDR Portfolio Emerging Markets ETF $SPEM Shares Bought by Capital Wealth Management LLC
Capital Wealth Management LLC boosted its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 4.0% in the 1st quarter, Holdings Channel reports. The firm owned 430,690 shares of the company’s... More of this article »
Cache Advisors LLC Increases Position in Lam Research Corporation $LRCX
Cache Advisors LLC lifted its position in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 52.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »