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JPMorgan Hedged Equity Laddered Overlay ETF $HELO Stake Lifted by Triad Wealth Partners LLC
Triad Wealth Partners LLC boosted its stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 54.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Triad Wealth Partners LLC Has $3.84 Million Position in Invesco QQQ Income Advantage ETF $QQA
Triad Wealth Partners LLC raised its position in Invesco QQQ Income Advantage ETF (NASDAQ:QQA – Free Report) by 225.0% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Quotient Wealth Partners LLC Acquires 18,988 Shares of iShares Short Maturity Municipal Bond Active ETF $MEAR
Quotient Wealth Partners LLC raised its stake in shares of iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR – Free Report) by 10.3% during the 1st quarter, according to its most recent filing with the SEC. The firm... More of this article »
Fortem Financial Group LLC Increases Stake in Cardinal Health, Inc. $CAH
Fortem Financial Group LLC raised its position in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 22.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 19,631 shares of the company’s... More of this article »
Triad Wealth Partners LLC Buys 28,078 Shares of Innovator U.S. Equity Power Buffer ETF – January $PJAN
Triad Wealth Partners LLC lifted its stake in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 25.7% in the first quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Nervos Network Tops 24 Hour Trading Volume of $3.25 Million (CKB)
Nervos Network (CKB) traded 1.9% higher against the US dollar during the 1-day period ending at 8:00 AM ET on June 21st. One Nervos Network coin can currently be purchased for $0.0011 or 0.00000002 BTC on cryptocurrency exchanges.... More of this article »
Union Savings Bank Invests $1.53 Million in Procter & Gamble Company (The) $PG
Union Savings Bank bought a new stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor bought 10,664 shares of the company’s stock,... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Shares Purchased by Triad Wealth Partners LLC
Triad Wealth Partners LLC increased its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 10.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Worthington Financial Partners LLC Makes New $728,000 Investment in JPMorgan Chase & Co. $JPM
Worthington Financial Partners LLC bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 2,258 shares of... More of this article »
Uhlmann Price Securities LLC Invests $710,000 in Corning Incorporated $GLW
Uhlmann Price Securities LLC acquired a new position in shares of Corning Incorporated (NYSE:GLW – Free Report) in the first quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 5,000 shares... More of this article »
Cencora, Inc. $COR Shares Purchased by Park National Corp OH
Park National Corp OH boosted its stake in Cencora, Inc. (NYSE:COR – Free Report) by 9.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
E. Ohman J or Asset Management AB Sells 1,000 Shares of Advanced Micro Devices, Inc. $AMD
E. Ohman J or Asset Management AB trimmed its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 1.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Infinite Graphi (OTCMKTS:INFG) & CTS (NYSE:CTS) Head to Head Analysis
Infinite Graphi (OTCMKTS:INFG – Get Free Report) and CTS (NYSE:CTS – Get Free Report) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength... More of this article »
E. Ohman J or Asset Management AB Trims Position in The Progressive Corporation $PGR
E. Ohman J or Asset Management AB trimmed its position in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 8.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Waste Management, Inc. $WM Shares Acquired by Rockefeller Capital Management L.P.
Rockefeller Capital Management L.P. raised its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 14.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Humana Inc. (NYSE:HUM) Receives $291.35 Average Price Target from Analysts
Humana Inc. (NYSE:HUM – Get Free Report) has received a consensus rating of “Hold” from the twenty-eight research firms that are covering the firm, Marketbeat reports. Three investment analysts have rated the stock... More of this article »
Stance Capital LLC Purchases Shares of 6,583 Waste Management, Inc. $WM
Stance Capital LLC purchased a new stake in Waste Management, Inc. (NYSE:WM – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Orser Capital Management LLC Has $237,000 Stake in Workiva Inc. $WK
Orser Capital Management LLC reduced its position in Workiva Inc. (NYSE:WK – Free Report) by 91.6% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Uhlmann Price Securities LLC Buys New Stake in Qualcomm Incorporated $QCOM
Uhlmann Price Securities LLC purchased a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) during the first quarter, Holdings Channel.com reports. The fund purchased 3,426 shares of the wireless technology... More of this article »
McClarren Financial Advisors Inc. Has $15.42 Million Stake in Vanguard Ultra-Short Bond ETF $VUSB
McClarren Financial Advisors Inc. lifted its stake in shares of Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 288.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Franklin FTSE India ETF $FLIN Stock Holdings Trimmed by RFG Holdings Inc.
RFG Holdings Inc. lowered its position in shares of Franklin FTSE India ETF (NYSEARCA:FLIN – Free Report) by 81.0% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Galaxy Group Investments LLC Takes Position in Alibaba Group Holding Limited $BABA
Galaxy Group Investments LLC acquired a new stake in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 105,150 shares of the specialty retailer’s... More of this article »
WESPAC Advisors SoCal LLC Makes New Investment in iShares MBS ETF $MBB
WESPAC Advisors SoCal LLC bought a new stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund bought 36,992 shares of the company’s stock, valued at... More of this article »
Gladstone Commercial Co. (GOODN) To Go Ex-Dividend on June 23rd
Gladstone Commercial Co. (NASDAQ:GOODN – Get Free Report) declared a monthly dividend on Tuesday, April 14th. Stockholders of record on Tuesday, June 23rd will be paid a dividend of 0.138 per share on Tuesday, June 30th. This... More of this article »
Nations Financial Group Inc. IA ADV Has $4.85 Million Stock Position in Capital Group International Equity ETF $CGIE
Nations Financial Group Inc. IA ADV boosted its holdings in Capital Group International Equity ETF (NYSEARCA:CGIE – Free Report) by 60.4% in the first quarter, HoldingsChannel reports. The firm owned 143,461 shares of the company’s... More of this article »
Diversified Trust Co Purchases 1,613 Shares of Parker-Hannifin Corporation $PH
Diversified Trust Co raised its position in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 41.9% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 5,466... More of this article »
Phillips 66 $PSX Position Lessened by Diversified Trust Co
Diversified Trust Co trimmed its stake in Phillips 66 (NYSE:PSX – Free Report) by 23.2% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 22,121 shares of the oil and gas company’s... More of this article »
Nations Financial Group Inc. IA ADV Acquires 8,898 Shares of iShares Morningstar Mid-Cap Growth ETF $IMCG
Nations Financial Group Inc. IA ADV raised its holdings in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) by 6.9% during the 1st quarter, HoldingsChannel.com reports. The firm owned 138,725 shares... More of this article »
Midwest Heritage Bank FSB Acquires 74,881 Shares of Dimensional Global Core Plus Fixed Income ETF $DFGP
Midwest Heritage Bank FSB grew its holdings in Dimensional Global Core Plus Fixed Income ETF (NASDAQ:DFGP – Free Report) by 27.6% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 345,985... More of this article »
230,917 Shares in Manulife Financial Corp $MFC Purchased by Purpose Unlimited Inc.
Purpose Unlimited Inc. acquired a new stake in Manulife Financial Corp (NYSE:MFC – Free Report) (TSE:MFC) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
J. Derek Lewis & Associates Inc. Makes New $4.17 Million Investment in AbbVie Inc. $ABBV
J. Derek Lewis & Associates Inc. acquired a new stake in AbbVie Inc. (NYSE:ABBV – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The firm acquired 18,264 shares of the... More of this article »
WESPAC Advisors SoCal LLC Acquires 50,957 Shares of PIMCO Multi Sector Bond Active ETF $PYLD
WESPAC Advisors SoCal LLC raised its holdings in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 15.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
J. Derek Lewis & Associates Inc. Takes $447,000 Position in Vanguard Small-Cap Growth ETF $VBK
J. Derek Lewis & Associates Inc. bought a new stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Purpose Unlimited Inc. Invests $784,000 in IonQ, Inc. $IONQ
Purpose Unlimited Inc. purchased a new stake in shares of IonQ, Inc. (NYSE:IONQ – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 17,482... More of this article »
Stance Capital LLC Makes New Investment in Martin Marietta Materials, Inc. $MLM
Stance Capital LLC purchased a new stake in shares of Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 2,208 shares of the construction company’s... More of this article »
Mariner Investment Group LLC Purchases New Stake in Microsoft Corporation $MSFT
Mariner Investment Group LLC purchased a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased... More of this article »
World Investment Advisors Sells 14,147 Shares of Global X Defense Tech ETF $SHLD
World Investment Advisors decreased its stake in Global X Defense Tech ETF (NYSEARCA:SHLD – Free Report) by 34.0% in the 4th quarter, Holdings Channel.com reports. The firm owned 27,422 shares of the company’s stock after... More of this article »
PennantPark Floating Rate Capital Ltd. (NYSE:PFLT) Given Consensus Recommendation of “Moderate Buy” by Brokerages
Shares of PennantPark Floating Rate Capital Ltd. (NYSE:PFLT – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the eight ratings firms that are presently covering the company, MarketBeat.com... More of this article »
Cornerstone Planning LLC Purchases Shares of 10,107 General Dynamics Corporation $GD
Cornerstone Planning LLC acquired a new position in shares of General Dynamics Corporation (NYSE:GD – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 10,107 shares of the aerospace... More of this article »
Comparing Angel Studios (ANGX) & Its Competitors
Angel Studios (NYSE:ANGX – Get Free Report) is one of 330 publicly-traded companies in the “Investment Offices” industry, but how does it contrast to its peers? We will compare Angel Studios to similar businesses... More of this article »
Comparing YETI (NYSE:YETI) and Dometic Gp (OTCMKTS:DTCGF)
YETI (NYSE:YETI – Get Free Report) and Dometic Gp (OTCMKTS:DTCGF – Get Free Report) are both consumer discretionary companies, but which is the superior business? We will contrast the two companies based on the strength... More of this article »
Flex Ltd. (NASDAQ:FLEX) Receives $115.70 Consensus Price Target from Brokerages
Flex Ltd. (NASDAQ:FLEX – Get Free Report) has received an average rating of “Moderate Buy” from the twelve brokerages that are presently covering the stock, Marketbeat Ratings reports. Two analysts have rated the... More of this article »
Valvoline (NYSE:VVV) Given Consensus Rating of “Moderate Buy” by Analysts
Valvoline (NYSE:VVV – Get Free Report) has been given an average recommendation of “Moderate Buy” by the seventeen ratings firms that are covering the company, Marketbeat.com reports. Six research analysts have rated... More of this article »
Head to Head Review: iQIYI (NASDAQ:IQ) and Ealixir (OTCMKTS:EAXR)
iQIYI (NASDAQ:IQ – Get Free Report) and Ealixir (OTCMKTS:EAXR – Get Free Report) are both small-cap computer and technology companies, but which is the superior stock? We will compare the two companies based on the strength... More of this article »
Sagimet Biosciences Inc. (NASDAQ:SGMT) Receives $25.57 Consensus PT from Brokerages
Sagimet Biosciences Inc. (NASDAQ:SGMT – Get Free Report) has received an average rating of “Moderate Buy” from the eleven ratings firms that are presently covering the company, Marketbeat Ratings reports. One research... More of this article »
Banco Santander, S.A. (NYSE:SAN) Given Average Rating of “Moderate Buy” by Brokerages
Shares of Banco Santander, S.A. (NYSE:SAN – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the ten ratings firms that are presently covering the stock, MarketBeat Ratings reports.... More of this article »
Wick Capital Partners LLC Acquires Shares of 3,962 Airbnb, Inc. $ABNB
Wick Capital Partners LLC acquired a new position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 3,962 shares of the company’s... More of this article »
hemming& Wealth Management Inc. Invests $18.65 Million in iShares Core S&P 500 ETF $IVV
hemming& Wealth Management Inc. purchased a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
