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Image for SkyOak Wealth LLC Grows Stake in iShares 7-10 Year Treasury Bond ETF $IEF

SkyOak Wealth LLC Grows Stake in iShares 7-10 Year Treasury Bond ETF $IEF

SkyOak Wealth LLC increased its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 15.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Main Street Research LLC Sells 180,573 Shares of Astrazeneca Plc $AZN

Main Street Research LLC Sells 180,573 Shares of Astrazeneca Plc $AZN

Main Street Research LLC reduced its stake in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 48.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Kestra Advisory Services LLC Raises Stake in Costco Wholesale Corporation $COST

Kestra Advisory Services LLC Raises Stake in Costco Wholesale Corporation $COST

Kestra Advisory Services LLC increased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 7.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Resona Asset Management Co. Ltd. Increases Holdings in American Electric Power Company, Inc. $AEP

Resona Asset Management Co. Ltd. Increases Holdings in American Electric Power Company, Inc. $AEP

Resona Asset Management Co. Ltd. increased its position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 2.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Waterfront Wealth Inc. Buys 10,830 Shares of Hewlett Packard Enterprise Company $HPE

Waterfront Wealth Inc. Buys 10,830 Shares of Hewlett Packard Enterprise Company $HPE

Waterfront Wealth Inc. boosted its stake in shares of Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) by 6.8% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 171,005 shares... More of this article »
Image for Y Intercept Hong Kong Ltd Buys New Stake in Invesco Aerospace & Defense ETF $PPA

Y Intercept Hong Kong Ltd Buys New Stake in Invesco Aerospace & Defense ETF $PPA

Y Intercept Hong Kong Ltd purchased a new stake in Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Y Intercept Hong Kong Ltd Grows Stock Holdings in nLight $LASR

Y Intercept Hong Kong Ltd Grows Stock Holdings in nLight $LASR

Y Intercept Hong Kong Ltd raised its holdings in shares of nLight (NASDAQ:LASR – Free Report) by 99.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Y Intercept Hong Kong Ltd Makes New $1.56 Million Investment in Addus HomeCare Corporation $ADUS

Y Intercept Hong Kong Ltd Makes New $1.56 Million Investment in Addus HomeCare Corporation $ADUS

Y Intercept Hong Kong Ltd bought a new stake in shares of Addus HomeCare Corporation (NASDAQ:ADUS – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The fund bought 16,688 shares... More of this article »
Image for Astronics Corporation $ATRO Shares Purchased by Y Intercept Hong Kong Ltd

Astronics Corporation $ATRO Shares Purchased by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd lifted its holdings in shares of Astronics Corporation (NASDAQ:ATRO – Free Report) by 41.7% in the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Y Intercept Hong Kong Ltd Acquires New Holdings in Cadence Design Systems, Inc. $CDNS

Y Intercept Hong Kong Ltd Acquires New Holdings in Cadence Design Systems, Inc. $CDNS

Y Intercept Hong Kong Ltd acquired a new position in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) 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 Y Intercept Hong Kong Ltd Has $1.88 Million Stake in Evergy Inc. $EVRG

Y Intercept Hong Kong Ltd Has $1.88 Million Stake in Evergy Inc. $EVRG

Y Intercept Hong Kong Ltd trimmed its position in Evergy Inc. (NASDAQ:EVRG – Free Report) by 75.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Royal Bank Of Canada Upgrades Waters (NYSE:WAT) to “Moderate Buy”

Royal Bank Of Canada Upgrades Waters (NYSE:WAT) to “Moderate Buy”

Waters (NYSE:WAT – Get Free Report) was upgraded by analysts at Royal Bank Of Canada to a “moderate buy” rating in a note issued to investors on Wednesday,Zacks.com reports. Other analysts have also recently issued... More of this article »
Image for Summit Securities Group LLC Cuts Stock Position in Toronto Dominion Bank (The) $TD

Summit Securities Group LLC Cuts Stock Position in Toronto Dominion Bank (The) $TD

Summit Securities Group LLC lessened its holdings in Toronto Dominion Bank (The) (NYSE:TD – Free Report) (TSE:TD) by 69.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,700... More of this article »
Image for Whipplewood Advisors LLC Acquires 1,221 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Whipplewood Advisors LLC Acquires 1,221 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Whipplewood Advisors LLC raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 484.5% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 1,473... More of this article »
Image for Netflix, Inc. $NFLX Shares Sold by Roman Butler Fullerton & Co.

Netflix, Inc. $NFLX Shares Sold by Roman Butler Fullerton & Co.

Roman Butler Fullerton & Co. trimmed its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 50.9% during the 1st quarter, HoldingsChannel.com reports. The firm owned 10,746 shares of the Internet television... More of this article »
Image for Range Financial Group LLC Takes $1.05 Million Position in American Coastal Insurance Corporation $ACIC

Range Financial Group LLC Takes $1.05 Million Position in American Coastal Insurance Corporation $ACIC

Range Financial Group LLC acquired a new stake in American Coastal Insurance Corporation (NASDAQ:ACIC – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 93,380... More of this article »
Image for Navalign LLC Lowers Stock Position in Walmart Inc. $WMT

Navalign LLC Lowers Stock Position in Walmart Inc. $WMT

Navalign LLC lessened its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 81.7% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,441 shares of the... More of this article »
Image for Contrasting MiniMed Group (MMED) & Its Rivals

Contrasting MiniMed Group (MMED) & Its Rivals

MiniMed Group (NASDAQ:MMED – Get Free Report) is one of 27 publicly-traded companies in the “Surgical, Medical, And Dental Instruments And Supplies” industry, but how does it contrast to its peers? We will compare... More of this article »
Image for Alliance Resource Partners (NASDAQ:ARLP) Upgraded by Zacks Research to Strong-Buy Rating

Alliance Resource Partners (NASDAQ:ARLP) Upgraded by Zacks Research to Strong-Buy Rating

Alliance Resource Partners (NASDAQ:ARLP – Get Free Report) was upgraded by research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report issued on Wednesday,Zacks.com reports. Several... More of this article »
Image for Centrus Energy (NYSE:LEU) Rating Increased to Moderate Buy at Needham & Company LLC

Centrus Energy (NYSE:LEU) Rating Increased to Moderate Buy at Needham & Company LLC

Centrus Energy (NYSE:LEU – Get Free Report) was upgraded by equities research analysts at Needham & Company LLC to a “moderate buy” rating in a research note issued on Thursday,Zacks.com reports. LEU has been... More of this article »
Image for Enovis (NYSE:ENOV) Stock Rating Upgraded by BMO Capital Markets

Enovis (NYSE:ENOV) Stock Rating Upgraded by BMO Capital Markets

Enovis (NYSE:ENOV – Get Free Report) was upgraded by equities research analysts at BMO Capital Markets to a “strong-buy” rating in a research report issued to clients and investors on Wednesday,Zacks.com reports. A... More of this article »
Image for Alcoa (NYSE:AA) Downgraded to Strong Sell Rating by Zacks Research

Alcoa (NYSE:AA) Downgraded to Strong Sell Rating by Zacks Research

Alcoa (NYSE:AA – Get Free Report) was downgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a note issued to investors on Wednesday,Zacks.com reports. AA... More of this article »
Image for Computer Modelling Group (TSE:CMG) Director Purchases C$15,205.54 in Stock

Computer Modelling Group (TSE:CMG) Director Purchases C$15,205.54 in Stock

Computer Modelling Group Ltd. (TSE:CMG – Get Free Report) Director Anuroop Duggal purchased 4,382 shares of the stock in a transaction dated Tuesday, June 30th. The shares were bought at an average price of C$3.47 per share,... More of this article »
Image for Waterfront Wealth Inc. Sells 1,559 Shares of The Sherwin-Williams Company $SHW

Waterfront Wealth Inc. Sells 1,559 Shares of The Sherwin-Williams Company $SHW

Waterfront Wealth Inc. trimmed its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 21.5% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Mosaic Family Wealth Partners LLC Has $924,000 Holdings in The Walt Disney Company $DIS

Mosaic Family Wealth Partners LLC Has $924,000 Holdings in The Walt Disney Company $DIS

Mosaic Family Wealth Partners LLC boosted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 170.9% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Pearl Planning LLC Acquires 6,773 Shares of Vanguard Short-Term Bond ETF $BSV

Pearl Planning LLC Acquires 6,773 Shares of Vanguard Short-Term Bond ETF $BSV

Pearl Planning LLC grew its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 20.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Greig Paterson Buys 612,278 Shares of Ondo InsurTech (LON:ONDO) Stock

Greig Paterson Buys 612,278 Shares of Ondo InsurTech (LON:ONDO) Stock

Ondo InsurTech Plc (LON:ONDO – Get Free Report) insider Greig Paterson bought 612,278 shares of the business’s stock in a transaction on Friday, July 10th. The stock was bought at an average cost of GBX 3 per share, with... More of this article »
Image for J.B. Hunt Transport Services, Inc. $JBHT Shares Sold by Munich Reinsurance Co Stock Corp in Munich

J.B. Hunt Transport Services, Inc. $JBHT Shares Sold by Munich Reinsurance Co Stock Corp in Munich

Munich Reinsurance Co Stock Corp in Munich lessened its stake in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT – Free Report) by 73.2% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 4,494... More of this article »
Image for Insider Selling: SOPHiA GENETICS (NASDAQ:SOPH) CTO Sells $26,953.50 in Stock

Insider Selling: SOPHiA GENETICS (NASDAQ:SOPH) CTO Sells $26,953.50 in Stock

SOPHiA GENETICS SA (NASDAQ:SOPH – Get Free Report) CTO Abhimanyu Verma sold 5,285 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $5.10, for a total value of $26,953.50.... More of this article »
Image for QRG Capital Management Inc. Purchases New Shares in Qorvo, Inc. $QRVO

QRG Capital Management Inc. Purchases New Shares in Qorvo, Inc. $QRVO

QRG Capital Management Inc. acquired a new stake in Qorvo, Inc. (NASDAQ:QRVO – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The firm acquired 9,265 shares of the semiconductor... More of this article »
Image for Private Advisor Group LLC Increases Holdings in abrdn Physical Gold Shares ETF $SGOL

Private Advisor Group LLC Increases Holdings in abrdn Physical Gold Shares ETF $SGOL

Private Advisor Group LLC increased its position in abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 102.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for NVIDIA Corporation $NVDA Stake Trimmed by Mitchell Mcleod Pugh & Williams Inc.

NVIDIA Corporation $NVDA Stake Trimmed by Mitchell Mcleod Pugh & Williams Inc.

Mitchell Mcleod Pugh & Williams Inc. lessened its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 4.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for JPMorgan Ultra-Short Municipal ETF $JMST Shares Sold by SkyOak Wealth LLC

JPMorgan Ultra-Short Municipal ETF $JMST Shares Sold by SkyOak Wealth LLC

SkyOak Wealth LLC lessened its stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 28.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Money Concepts Capital Corp Buys Shares of 152,605 Simplify Managed Futures Strategy ETF $CTA

Money Concepts Capital Corp Buys Shares of 152,605 Simplify Managed Futures Strategy ETF $CTA

Money Concepts Capital Corp bought a new stake in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Fernando Lovisotto Sells 1,110 Shares of Vinci Compass Investments (NASDAQ:VINP) Stock

Fernando Lovisotto Sells 1,110 Shares of Vinci Compass Investments (NASDAQ:VINP) Stock

Vinci Compass Investments Ltd. (NASDAQ:VINP – Get Free Report) insider Fernando Lovisotto sold 1,110 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price... More of this article »
Image for Kestra Advisory Services LLC Purchases 537,852 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Kestra Advisory Services LLC Purchases 537,852 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Kestra Advisory Services LLC grew its holdings in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 152.4% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Kestra Advisory Services LLC Increases Stock Position in Netflix, Inc. $NFLX

Kestra Advisory Services LLC Increases Stock Position in Netflix, Inc. $NFLX

Kestra Advisory Services LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 11.0% 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 Personal CFO Solutions LLC Boosts Stake in Best Buy Co., Inc. $BBY

Personal CFO Solutions LLC Boosts Stake in Best Buy Co., Inc. $BBY

Personal CFO Solutions LLC grew its position in shares of Best Buy Co., Inc. (NYSE:BBY – Free Report) by 249.8% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Oregon Public Employees Retirement Fund Trims Stock Position in Check Point Software Technologies Ltd. $CHKP

Oregon Public Employees Retirement Fund Trims Stock Position in Check Point Software Technologies Ltd. $CHKP

Oregon Public Employees Retirement Fund lowered its position in Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) by 47.1% during the 1st quarter, Holdings Channel reports. The firm owned 26,216 shares of the... More of this article »
Image for Oregon Public Employees Retirement Fund Sells 12,051 Shares of Ciena Corporation $CIEN

Oregon Public Employees Retirement Fund Sells 12,051 Shares of Ciena Corporation $CIEN

Oregon Public Employees Retirement Fund trimmed its position in shares of Ciena Corporation (NYSE:CIEN – Free Report) by 42.7% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Personal CFO Solutions LLC Acquires Shares of 10,548 Skyworks Solutions, Inc. $SWKS

Personal CFO Solutions LLC Acquires Shares of 10,548 Skyworks Solutions, Inc. $SWKS

Personal CFO Solutions LLC acquired a new stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) during the first quarter, Holdings Channel.com reports. The fund acquired 10,548 shares of the semiconductor manufacturer’s... More of this article »
Image for Realty Income Corporation $O Shares Purchased by Swedbank AB

Realty Income Corporation $O Shares Purchased by Swedbank AB

Swedbank AB raised its position in Realty Income Corporation (NYSE:O – Free Report) by 78.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 329,591... More of this article »
Image for NBT Bank N A NY Buys 7,518 Shares of ExxonMobil Corporation $XOM

NBT Bank N A NY Buys 7,518 Shares of ExxonMobil Corporation $XOM

NBT Bank N A NY increased its position in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 4.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Swedbank AB Sells 244,570 Shares of McCormick & Company, Incorporated $MKC

Swedbank AB Sells 244,570 Shares of McCormick & Company, Incorporated $MKC

Swedbank AB lowered its stake in shares of McCormick & Company, Incorporated (NYSE:MKC – Free Report) by 39.5% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Stephens Inc. AR Sells 5,569 Shares of Vanguard FTSE Pacific ETF $VPL

Stephens Inc. AR Sells 5,569 Shares of Vanguard FTSE Pacific ETF $VPL

Stephens Inc. AR cut its stake in Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 28.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Swedbank AB Cuts Stake in Brady Corporation $BRC

Swedbank AB Cuts Stake in Brady Corporation $BRC

Swedbank AB cut its holdings in Brady Corporation (NYSE:BRC – Free Report) by 20.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Jean-Pierre Enguent Sells 15,000 Shares of SEALSQ (NASDAQ:LAES) Stock

Jean-Pierre Enguent Sells 15,000 Shares of SEALSQ (NASDAQ:LAES) Stock

SEALSQ Corp. (NASDAQ:LAES – Get Free Report) VP Jean-Pierre Enguent sold 15,000 shares of the business’s stock in a transaction that occurred on Wednesday, July 8th. The stock was sold at an average price of $2.82, for... More of this article »
Image for New York State Teachers Retirement System Sells 52,703 Shares of Avantor, Inc. $AVTR

New York State Teachers Retirement System Sells 52,703 Shares of Avantor, Inc. $AVTR

New York State Teachers Retirement System cut its stake in Avantor, Inc. (NYSE:AVTR – Free Report) by 13.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Ibex Wealth Advisors Takes Position in Amphenol Corporation $APH

Ibex Wealth Advisors Takes Position in Amphenol Corporation $APH

Ibex Wealth Advisors bought a new stake in shares of Amphenol Corporation (NYSE:APH – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Allegion PLC $ALLE Stake Increased by Azzad Asset Management Inc. ADV

Allegion PLC $ALLE Stake Increased by Azzad Asset Management Inc. ADV

Azzad Asset Management Inc. ADV lifted its holdings in Allegion PLC (NYSE:ALLE – Free Report) by 20.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »