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Wendell David Associates Inc. Trims Stock Position in Automatic Data Processing, Inc. $ADP
Wendell David Associates Inc. trimmed its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 1.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Reviewing Daikin Industries (OTCMKTS:DKILY) & Erayak Power Solution Group (NASDAQ:RAYA)
Daikin Industries (OTCMKTS:DKILY – Get Free Report) and Erayak Power Solution Group (NASDAQ:RAYA – Get Free Report) are both computer and technology companies, but which is the better investment? We will compare the two... More of this article »
Wheelhouse Advisory Group LLC Boosts Stake in Dimensional National Municipal Bond ETF $DFNM
Wheelhouse Advisory Group LLC increased its stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 22.1% during the first quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
SPDR Portfolio Short Term Treasury ETF $SPTS is Impact Partnership Wealth LLC’s 7th Largest Position
Impact Partnership Wealth LLC raised its position in shares of SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 7.1% during the first quarter, HoldingsChannel reports. The fund owned 999,047 shares of... More of this article »
206,918 Shares in Shopify Inc. $SHOP Purchased by Peregrine Capital Management LLC
Peregrine Capital Management LLC acquired a new stake in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Impact Partnership Wealth LLC Purchases 17,703 Shares of BondBloxx Private Credit CLO ETF $PCMM
Impact Partnership Wealth LLC grew its position in BondBloxx Private Credit CLO ETF (NASDAQ:PCMM – Free Report) by 46.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 55,857 shares of the company’s... More of this article »
Scotiabank Has Pessimistic Outlook of Empire FY2027 Earnings
Empire (TSE:EMP – Free Report) – Research analysts at Scotiabank lowered their FY2027 earnings estimates for Empire in a report released on Friday, June 26th. Scotiabank analyst J. Zamparo now forecasts that the company... More of this article »
Sterling Capital Management LLC Decreases Stake in Flex Ltd. $FLEX
Sterling Capital Management LLC lowered its stake in Flex Ltd. (NASDAQ:FLEX – Free Report) by 41.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 16,170 shares of the technology company’s... More of this article »
North Star Investment Management Corp. Purchases Shares of 22,000 Consensus Cloud Solutions, Inc. $CCSI
North Star Investment Management Corp. acquired a new position in Consensus Cloud Solutions, Inc. (NASDAQ:CCSI – Free Report) during the first quarter, Holdings Channel reports. The firm acquired 22,000 shares of the company’s... More of this article »
Robotics Stocks To Keep An Eye On – June 30th
Teradyne, Ouster, MDA Space, Serve Robotics, and Richtech Robotics are the five Robotics stocks to watch today, according to MarketBeat’s stock screener tool. “Robotics stocks” are shares of publicly traded companies that... More of this article »
Darling Ingredients Inc. $DAR Shares Sold by Peregrine Capital Management LLC
Peregrine Capital Management LLC cut its stake in Darling Ingredients Inc. (NYSE:DAR – Free Report) by 25.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
5,980 Shares in TD SYNNEX Corporation $SNX Bought by Impact Partnership Wealth LLC
Impact Partnership Wealth LLC bought a new stake in TD SYNNEX Corporation (NYSE:SNX – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
96,734 Shares in Signet Jewelers Limited $SIG Acquired by Peregrine Capital Management LLC
Peregrine Capital Management LLC purchased a new position in Signet Jewelers Limited (NYSE:SIG – Free Report) during the 1st quarter, HoldingsChannel reports. The institutional investor purchased 96,734 shares of the company’s... More of this article »
35,510 Shares in CSW Industrials, Inc. $CSW Bought by Peregrine Capital Management LLC
Peregrine Capital Management LLC purchased a new position in shares of CSW Industrials, Inc. (NYSE:CSW – Free Report) during the first quarter, Holdings Channel.com reports. The institutional investor purchased 35,510 shares... More of this article »
Shah Capital Management Has $120.84 Million Stake in Novavax, Inc. $NVAX
Shah Capital Management lifted its stake in Novavax, Inc. (NASDAQ:NVAX – Free Report) by 2.0% in the first quarter, Holdings Channel.com reports. The firm owned 14,845,097 shares of the biopharmaceutical company’s stock... More of this article »
Partners Wealth Management LLC Raises Holdings in RH Tactical Rotation ETF $RHRX
Partners Wealth Management LLC raised its stake in RH Tactical Rotation ETF (NYSEARCA:RHRX – Free Report) by 40.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 194,936 shares of the company’s stock... More of this article »
IFM Investors Pty Ltd Boosts Holdings in Qualcomm Incorporated $QCOM
IFM Investors Pty Ltd increased its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 3.3% during the 1st quarter, Holdings Channel.com reports. The fund owned 231,569 shares of the wireless technology... More of this article »
Perkins Capital Management Inc. Has $724,000 Stock Position in SkyWater Technology, Inc. $SKYT
Perkins Capital Management Inc. reduced its position in shares of SkyWater Technology, Inc. (NASDAQ:SKYT – Free Report) by 80.2% in the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
23,762 Shares in KeyCorp $KEY Acquired by SMART Wealth LLC
SMART Wealth LLC purchased a new position in KeyCorp (NYSE:KEY – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 23,762 shares of... More of this article »
Dimensional National Municipal Bond ETF $DFNM is Johnson Wealth Management LLC’s 10th Largest Position
Johnson Wealth Management LLC increased its holdings in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 24.6% in the first quarter, according to the company in its most recent filing with the... More of this article »
Invesco Water Resources ETF $PHO Stake Raised by Prism Advisors Inc.
Prism Advisors Inc. raised its holdings in Invesco Water Resources ETF (NASDAQ:PHO – Free Report) by 12.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
9,415 Shares in Global X Copper Miners ETF $COPX Purchased by SMART Wealth LLC
SMART Wealth LLC acquired a new stake in shares of Global X Copper Miners ETF (NYSEARCA:COPX – Free Report) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
St. Clair Advisors LLC Sells 1,800 Shares of iShares S&P 100 ETF $OEF
St. Clair Advisors LLC reduced its stake in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 15.6% during the first quarter, according to its most recent filing with the SEC. The fund owned 9,740 shares of the company’s... More of this article »
SMART Wealth LLC Takes Position in Goldman Sachs S&P 500 Core Premium Income ETF $GPIX
SMART Wealth LLC acquired a new stake in shares of Goldman Sachs S&P 500 Core Premium Income ETF (NASDAQ:GPIX – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
MeiraGTx Holdings PLC (NASDAQ:MGTX) Given Consensus Recommendation of “Moderate Buy” by Brokerages
MeiraGTx Holdings PLC (NASDAQ:MGTX – Get Free Report) has been assigned a consensus rating of “Moderate Buy” from the eight analysts that are presently covering the stock, MarketBeat.com reports. One research analyst... More of this article »
Inspire Investing LLC Purchases New Shares in China Yuchai International Limited $CYD
Inspire Investing LLC acquired a new stake in shares of China Yuchai International Limited (NYSE:CYD – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 42,930... More of this article »
Vanguard Total International Stock ETF $VXUS Shares Acquired by Premier Path Wealth Partners LLC
Premier Path Wealth Partners LLC lifted its stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 445.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Premier Path Wealth Partners LLC Purchases 1,147 Shares of Advanced Micro Devices, Inc. $AMD
Premier Path Wealth Partners LLC boosted its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 15.7% in the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
iShares 10-20 Year Treasury Bond ETF $TLH Stock Holdings Trimmed by Premier Path Wealth Partners LLC
Premier Path Wealth Partners LLC lessened its holdings in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 14.3% in the first quarter, according to its most recent filing with the SEC. The firm... More of this article »
Simmons Bank Makes New Investment in Sandisk Corporation $SNDK
Simmons Bank purchased a new stake in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) in the first quarter, HoldingsChannel reports. The firm purchased 1,945 shares of the data storage provider’s stock, valued... More of this article »
Pictet Asset Management Holding SA Grows Holdings in Black Hills Corporation $BKH
Pictet Asset Management Holding SA raised its holdings in shares of Black Hills Corporation (NYSE:BKH – Free Report) by 5,286.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Pictet Asset Management Holding SA Has $37.99 Million Stock Position in Trimble Inc. $TRMB
Pictet Asset Management Holding SA raised its holdings in shares of Trimble Inc. (NASDAQ:TRMB – Free Report) by 19.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Peregrine Capital Management LLC Sells 15,682 Shares of Advanced Energy Industries, Inc. $AEIS
Peregrine Capital Management LLC cut its holdings in Advanced Energy Industries, Inc. (NASDAQ:AEIS – Free Report) by 20.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
JFrog Ltd. (NASDAQ:FROG) Given Consensus Recommendation of “Moderate Buy” by Brokerages
JFrog Ltd. (NASDAQ:FROG – Get Free Report) has been assigned a consensus rating of “Moderate Buy” from the twenty-three brokerages that are presently covering the stock, MarketBeat reports. One equities research... More of this article »
AAR Corp. $AIR Shares Sold by Peregrine Capital Management LLC
Peregrine Capital Management LLC cut its holdings in shares of AAR Corp. (NYSE:AIR – Free Report) by 33.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Janney Montgomery Scott LLC Has $15.66 Million Stock Holdings in Lloyds Banking Group PLC $LYG
Janney Montgomery Scott LLC lifted its holdings in shares of Lloyds Banking Group PLC (NYSE:LYG – Free Report) by 2,413.7% in the first quarter, Holdings Channel.com reports. The institutional investor owned 3,113,464 shares... More of this article »
MQS Management LLC Reduces Stake in Marathon Petroleum Corporation $MPC
MQS Management LLC trimmed its holdings in Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 37.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
2,110 Shares in Watts Water Technologies, Inc. $WTS Acquired by MQS Management LLC
MQS Management LLC acquired a new stake in shares of Watts Water Technologies, Inc. (NYSE:WTS – Free Report) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Sterling Capital Management LLC Decreases Stake in Otis Worldwide Corporation $OTIS
Sterling Capital Management LLC lessened its position in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 40.8% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Premier Path Wealth Partners LLC Grows Stock Position in Corteva, Inc. $CTVA
Premier Path Wealth Partners LLC increased its stake in shares of Corteva, Inc. (NYSE:CTVA – Free Report) by 54.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
BJ’s Wholesale Club (NYSE:BJ) vs. National Vision (NASDAQ:EYE) Critical Contrast
BJ’s Wholesale Club (NYSE:BJ – Get Free Report) and National Vision (NASDAQ:EYE – Get Free Report) are both consumer staples companies, but which is the superior stock? We will compare the two businesses based on... More of this article »
Mayflower Financial Advisors LLC Makes New $1.18 Million Investment in Vanguard Core Bond ETF $VCRB
Mayflower Financial Advisors LLC purchased a new position in shares of Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Summit Investment Advisory Services LLC Has $25.09 Million Stock Position in Capital Group International Focus Equity ETF $CGXU
Summit Investment Advisory Services LLC grew its position in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 2,182.9% during the 1st quarter, according to its most recent 13F filing with the SEC.... More of this article »
Premier Path Wealth Partners LLC Has $3.45 Million Holdings in iShares Short Treasury Bond ETF $SHV
Premier Path Wealth Partners LLC lessened its position in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 32.0% in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
SMART Wealth LLC Trims Position in abrdn Physical Silver Shares ETF $SIVR
SMART Wealth LLC cut its stake in shares of abrdn Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 36.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
SMART Wealth LLC Has $15.40 Million Holdings in PIMCO Ultra Short Government Active ETF $BILZ
SMART Wealth LLC raised its position in shares of PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ – Free Report) by 728.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Inspire Investing LLC Has $2.08 Million Stock Position in Herbalife Ltd $HLF
Inspire Investing LLC boosted its position in shares of Herbalife Ltd (NYSE:HLF – Free Report) by 291.2% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 141,277... More of this article »
SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Shares Acquired by Ellenbecker Investment Group
Ellenbecker Investment Group grew its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 9.9% in the first quarter, according to its most recent filing with the SEC. The institutional... More of this article »