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Modera Wealth Management LLC Sells 5,497 Shares of Vanguard Small-Cap ETF $VB
Modera Wealth Management LLC reduced its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Ciena Corporation $CIEN Shares Purchased by Wealthfront Advisers LLC
Wealthfront Advisers LLC raised its stake in Ciena Corporation (NYSE:CIEN – Free Report) by 730.7% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 21,698 shares of the communications... More of this article »
CNO Financial Group (NYSE:CNO) Hits New 1-Year High – Should You Buy?
CNO Financial Group, Inc. (NYSE:CNO – Get Free Report) shares hit a new 52-week high during mid-day trading on Thursday . The company traded as high as $53.67 and last traded at $53.6280, with a volume of 28014 shares traded.... More of this article »
Quadrant Private Wealth Management LLC Purchases 22,670 Shares of Vanguard FTSE All-World ex-US ETF $VEU
Quadrant Private Wealth Management LLC grew its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 169.4% during the first quarter, HoldingsChannel reports. The institutional investor owned... More of this article »
Imperial Oil (NYSEAMERICAN:IMO) Rating Increased to Hold at Desjardins
Imperial Oil (NYSEAMERICAN:IMO – Get Free Report) (TSE:IMO) was upgraded by analysts at Desjardins to a “hold” rating in a research note issued to investors on Thursday,Zacks.com reports. Several other research firms... More of this article »
N-able (NYSE:NABL) Downgraded to “Strong Sell” Rating by Zacks Research
N-able (NYSE:NABL – Get Free Report) was downgraded by research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a note issued to investors on Thursday,Zacks.com reports. Other... More of this article »
Aehr Test Systems (NASDAQ:AEHR) Upgraded at Freedom Capital
Aehr Test Systems (NASDAQ:AEHR – Get Free Report) was upgraded by investment analysts at Freedom Capital from a “hold” rating to a “strong-buy” rating in a research note issued on Thursday,Zacks.com reports. Several... More of this article »
W.G. Shaheen & Associates DBA Whitney & Co Lowers Holdings in BridgeBio Pharma, Inc. $BBIO
W.G. Shaheen & Associates DBA Whitney & Co decreased its holdings in shares of BridgeBio Pharma, Inc. (NASDAQ:BBIO – Free Report) by 59.1% in the 1st quarter, according to the company in its most recent Form 13F filing... More of this article »
Citizens National Bank Trust Department Has $17.47 Million Stake in ExxonMobil Corporation $XOM
Citizens National Bank Trust Department lifted its holdings in ExxonMobil Corporation (NYSE:XOM – Free Report) by 24.7% during the 1st quarter, HoldingsChannel reports. The fund owned 102,977 shares of the oil and gas company’s... More of this article »
Flowserve Corporation $FLS Shares Sold by John G Ullman & Associates Inc.
John G Ullman & Associates Inc. decreased its position in Flowserve Corporation (NYSE:FLS – Free Report) by 9.7% during the first quarter, Holdings Channel reports. The firm owned 124,825 shares of the industrial products... More of this article »
Bryn Mawr Trust Advisors LLC Decreases Holdings in ExxonMobil Corporation $XOM
Bryn Mawr Trust Advisors LLC trimmed its holdings in ExxonMobil Corporation (NYSE:XOM – Free Report) by 4.2% in the first quarter, HoldingsChannel reports. The fund owned 117,120 shares of the oil and gas company’s stock... More of this article »
GatePass Capital LLC Purchases Shares of 1,593 American Express Company $AXP
GatePass Capital LLC acquired a new position in American Express Company (NYSE:AXP – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 1,593 shares of... More of this article »
Future Fund LLC Buys 86,584 Shares of ADMA Biologics Inc $ADMA
Future Fund LLC raised its stake in shares of ADMA Biologics Inc (NASDAQ:ADMA – Free Report) by 88.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Future Fund LLC Increases Stock Position in Stride, Inc. $LRN
Future Fund LLC boosted its holdings in Stride, Inc. (NYSE:LRN – Free Report) by 38.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned 37,507 shares of the company’s stock after buying an additional... More of this article »
Quadrant Private Wealth Management LLC Buys 12,321 Shares of iShares MSCI EAFE Value ETF $EFV
Quadrant Private Wealth Management LLC increased its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 11.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Kera Capital Partners Inc. Trims Stake in Vertiv Holdings Co. $VRT
Kera Capital Partners Inc. cut its stake in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 8.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Ranch Capital Advisors Inc. Has $15.22 Million Stake in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Ranch Capital Advisors Inc. reduced its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 5.0% in the 1st quarter, Holdings Channel reports. The firm owned 166,107 shares of the company’s... More of this article »
Simon Quick Advisors LLC Purchases 183,113 Shares of Invesco National AMT-Free Municipal Bond ETF $PZA
Simon Quick Advisors LLC boosted its holdings in shares of Invesco National AMT-Free Municipal Bond ETF (NYSEARCA:PZA – Free Report) by 245.4% during the 1st quarter, HoldingsChannel.com reports. The fund owned 257,730 shares... More of this article »
Promising Canadian Stocks To Follow Today – July 17th
Canadian Natural Resources, Canadian Pacific Kansas City, Canadian National Railway, Celsius, and Canadian Imperial Bank of Commerce are the five Canadian stocks to watch today, according to MarketBeat’s stock screener tool.... More of this article »
Frontier Asset Management LLC Makes New Investment in iShares U.S. Equity Factor ETF $LRGF
Frontier Asset Management LLC acquired a new stake in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Heartland Bank & Trust Co Grows Stock Holdings in Southern Company (The) $SO
Heartland Bank & Trust Co raised its holdings in shares of Southern Company (The) (NYSE:SO – Free Report) by 303.7% during the first quarter, HoldingsChannel reports. The fund owned 9,446 shares of the utilities provider’s... More of this article »
SteelPeak Wealth LLC Sells 4,344 Shares of SPDR Gold Shares $GLD
SteelPeak Wealth LLC trimmed its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 39.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Financiere des Professionnels Fonds d investissement inc. Acquires New Shares in Royal Caribbean Cruises Ltd. $RCL
Financiere des Professionnels Fonds d investissement inc. acquired a new position in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) during the first quarter, according to the company in its most recent 13F filing... More of this article »
Brunello Cucinelli S.p.A. – Unsponsored ADR (OTCMKTS:BCUCY) Short Interest Update
Brunello Cucinelli S.p.A. – Unsponsored ADR (OTCMKTS:BCUCY – Get Free Report) saw a large increase in short interest in June. As of June 30th, there was short interest totaling 21,683 shares, an increase of 77.6% from... More of this article »
Financiere des Professionnels Fonds d investissement inc. Takes Position in Snowflake Inc. $SNOW
Financiere des Professionnels Fonds d investissement inc. bought a new stake in Snowflake Inc. (NYSE:SNOW – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The fund bought 13,119 shares of... More of this article »
DTE Energy Company $DTE Shares Bought by FSA Advisors Inc.
FSA Advisors Inc. raised its holdings in DTE Energy Company (NYSE:DTE – Free Report) by 84.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 12,478 shares of... More of this article »
SteelPeak Wealth LLC Has $2.94 Million Stock Holdings in Herbalife Ltd $HLF
SteelPeak Wealth LLC decreased its position in Herbalife Ltd (NYSE:HLF – Free Report) by 20.0% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 200,000 shares of the... More of this article »
SteelPeak Wealth LLC Purchases New Position in Crh Plc $CRH
SteelPeak Wealth LLC acquired a new stake in Crh Plc (NYSE:CRH – Free Report) in the first quarter, according to its most recent filing with the SEC. The fund acquired 25,250 shares of the construction company’s stock,... More of this article »
Clifford Swan Investment Counsel LLC Has $31.90 Million Holdings in AbbVie Inc. $ABBV
Clifford Swan Investment Counsel LLC trimmed its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.3% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
State of Michigan Retirement System Has $185.22 Million Position in ExxonMobil Corporation $XOM
State of Michigan Retirement System cut its holdings in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 1.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Linde PLC $LIN Stock Position Increased by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC increased its position in Linde PLC (NASDAQ:LIN – Free Report) by 5.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Illinois Municipal Retirement Fund Sells 33,071 Shares of Genuine Parts Company $GPC
Illinois Municipal Retirement Fund lowered its holdings in shares of Genuine Parts Company (NYSE:GPC – Free Report) by 35.2% in the first quarter, Holdings Channel.com reports. The institutional investor owned 60,954 shares... More of this article »
Illinois Municipal Retirement Fund Increases Stock Position in Popular, Inc. $BPOP
Illinois Municipal Retirement Fund raised its stake in shares of Popular, Inc. (NASDAQ:BPOP – Free Report) by 24.1% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Patriot Financial Partners GP II L.P. Buys Shares of 438,500 Midland States Bancorp, Inc. $MSBI
Patriot Financial Partners GP II L.P. bought a new stake in shares of Midland States Bancorp, Inc. (NASDAQ:MSBI – Free Report) in the first quarter, Holdings Channel reports. The fund bought 438,500 shares of the financial services... More of this article »
APi Group Corporation $APG Shares Acquired by Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund lifted its holdings in shares of APi Group Corporation (NYSE:APG – Free Report) by 28.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Ameriprise Financial, Inc. $AMP Shares Bought by Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund raised its holdings in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 5.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Modera Wealth Management LLC Lowers Stock Holdings in Novo Nordisk A/S $NVO
Modera Wealth Management LLC reduced its position in Novo Nordisk A/S (NYSE:NVO – Free Report) by 3.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Illinois Municipal Retirement Fund Has $8.10 Million Holdings in Fair Isaac Corporation $FICO
Illinois Municipal Retirement Fund lessened its stake in shares of Fair Isaac Corporation (NYSE:FICO – Free Report) by 10.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Modera Wealth Management LLC Reduces Stake in Vanguard Mid-Cap Value ETF $VOE
Modera Wealth Management LLC trimmed its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 7.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
EMCOR Group, Inc. $EME is Hamilton Point Investment Advisors LLC’s 5th Largest Position
Hamilton Point Investment Advisors LLC reduced its holdings in EMCOR Group, Inc. (NYSE:EME – Free Report) by 21.8% during the first quarter, Holdings Channel.com reports. The fund owned 30,399 shares of the construction company’s... More of this article »
Modera Wealth Management LLC Acquires 9,436 Shares of Vanguard Total Bond Market ETF $BND
Modera Wealth Management LLC lifted its holdings in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.0% during the 1st quarter, HoldingsChannel.com reports. The firm owned 246,982 shares of the company’s... More of this article »
Modera Wealth Management LLC Has $114.26 Million Holdings in Avantis U.S. Equity ETF $AVUS
Modera Wealth Management LLC raised its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 3.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Vanguard Russell 1000 Growth ETF $VONG Shares Acquired by Modera Wealth Management LLC
Modera Wealth Management LLC increased its holdings in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 1.4% during the first quarter, according to its most recent disclosure with the Securities and... More of this article »
Modera Wealth Management LLC Has $45.82 Million Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT
Modera Wealth Management LLC decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 1.3% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Modera Wealth Management LLC Sells 31,518 Shares of Schwab U.S. Mid-Cap ETF $SCHM
Modera Wealth Management LLC reduced its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 4.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Financiere des Professionnels Fonds d investissement inc. Takes $978,000 Position in Ascendis Pharma A/S $ASND
Financiere des Professionnels Fonds d investissement inc. bought a new position in Ascendis Pharma A/S (NASDAQ:ASND – Free Report) during the first quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Financiere des Professionnels Fonds d investissement inc. Purchases Shares of 11,100 IDEX Corporation $IEX
Financiere des Professionnels Fonds d investissement inc. acquired a new position in IDEX Corporation (NYSE:IEX – Free Report) during the first quarter, according to its most recent filing with the SEC. The firm acquired 11,100... More of this article »
Independent Financial Group LLC Acquires Shares of 15,163 iShares S&P 500 Value ETF $IVE
Independent Financial Group LLC bought a new position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »