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43,291 Shares in Dimensional World ex U.S. Core Equity 2 ETF $DFAX Acquired by Summit Wealth Group LLC Co.
Summit Wealth Group LLC Co. acquired a new position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 43,291 shares of the company’s... More of this article »
Summit Wealth Group LLC Co. Invests $1.15 Million in Vanguard FTSE Emerging Markets ETF $VWO
Summit Wealth Group LLC Co. bought a new position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
1,917,046 Shares in SEI Enhanced U.S. Large Cap Momentum Factor ETF $SEIM Purchased by Summit Wealth Group LLC Co.
Summit Wealth Group LLC Co. bought a new position in SEI Enhanced U.S. Large Cap Momentum Factor ETF (BATS:SEIM – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm bought... More of this article »
Summit Wealth Group LLC Co. Takes Position in Schwab US Dividend Equity ETF $SCHD
Summit Wealth Group LLC Co. bought a new stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 695,654 shares of the company’s stock,... More of this article »
CervoMed Inc. (NASDAQ:CRVO) Receives Consensus Rating of “Moderate Buy” from Analysts
CervoMed Inc. (NASDAQ:CRVO – Get Free Report) has received an average rating of “Moderate Buy” from the eight brokerages that are covering the company, MarketBeat Ratings reports. One investment analyst has rated... More of this article »
Independent Advisor Alliance Boosts Stake in iShares Gold Trust $IAU
Independent Advisor Alliance raised its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 32.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
SharkNinja (NYSE:SN) CFO Adam Quigley Sells 6,923 Shares of Stock
SharkNinja, Inc. (NYSE:SN – Get Free Report) CFO Adam Quigley sold 6,923 shares of the company’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $112.97, for a total value of $782,091.31.... More of this article »
Schwartz Investment Counsel Inc. Buys Shares of 80,000 ESAB Corporation $ESAB
Schwartz Investment Counsel Inc. bought a new stake in ESAB Corporation (NYSE:ESAB – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Madison Asset Management LLC Increases Stock Position in Qualcomm Incorporated $QCOM
Madison Asset Management LLC raised its stake in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 85.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Liberty Broadband Corporation $LBRDK Shares Sold by Madison Asset Management LLC
Madison Asset Management LLC reduced its holdings in Liberty Broadband Corporation (NASDAQ:LBRDK – Free Report) by 11.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
SAB Biotherapeutics (NASDAQ:SABS) Stock Rating Upgraded by Zacks Research
SAB Biotherapeutics (NASDAQ:SABS – Get Free Report) was upgraded by Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued on Monday,Zacks.com reports. A number of other... More of this article »
Tantalus Systems (TSE:GRI) Upgraded to Strong-Buy at TD Cowen
TD Cowen upgraded shares of Tantalus Systems (TSE:GRI – Free Report) to a strong-buy rating in a research note issued to investors on Monday morning,Zacks.com reports. Tantalus Systems Stock Performance Tantalus Systems, through... More of this article »
CSL (OTCMKTS:CSLLY) Downgraded to Strong Sell Rating by Zacks Research
Zacks Research downgraded shares of CSL (OTCMKTS:CSLLY – Free Report) from a hold rating to a strong sell rating in a research note issued to investors on Monday morning,Zacks.com reports. CSLLY has been the subject of several... More of this article »
Cannae Q1 Earnings Call Highlights
Cannae (NYSE:CNNE) said it returned the bulk of its first-quarter capital allocation to shareholders while continuing to evaluate sales of non-core holdings and emphasizing growth in its sports-related investments. On the company’s... More of this article »
Simcoe Capital LLC Invests $3.22 Million in Flotek Industries, Inc. $FTK
Simcoe Capital LLC acquired a new position in Flotek Industries, Inc. (NYSE:FTK – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Simcoe Capital LLC Acquires New Shares in Innovex International, Inc. $INVX
Simcoe Capital LLC acquired a new stake in Innovex International, Inc. (NYSE:INVX – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 165,756 shares of the company’s stock, valued at approximately... More of this article »
Simcoe Capital LLC Takes Position in Oportun Financial Corporation $OPRT
Simcoe Capital LLC purchased a new position in shares of Oportun Financial Corporation (NASDAQ:OPRT – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Vodafone Group PLC (NASDAQ:VOD) Receives Average Recommendation of “Hold” from Brokerages
Shares of Vodafone Group PLC (NASDAQ:VOD – Get Free Report) have received an average rating of “Hold” from the eight research firms that are presently covering the firm, Marketbeat.com reports. Three investment analysts... More of this article »-limited-logo-1200x675.png){kind=logo}
Super Group (SGHC) Limited (NYSE:SGHC) Given Average Recommendation of “Moderate Buy” by Brokerages
Shares of Super Group (SGHC) Limited (NYSE:SGHC – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the ten research firms that are presently covering the firm, Marketbeat reports.... More of this article »
Morgan Stanley China A Share Fund, Inc. (NYSE:CAF) Short Interest Update
Morgan Stanley China A Share Fund, Inc. (NYSE:CAF – Get Free Report) saw a large decline in short interest in April. As of April 30th, there was short interest totaling 5,310 shares, a decline of 69.9% from the April 15th total... More of this article »
iShares Long-Term U.S. Equity Active ETF (NASDAQ:BELT) Short Interest Down 70.0% in April
iShares Long-Term U.S. Equity Active ETF (NASDAQ:BELT – Get Free Report) was the recipient of a large drop in short interest in April. As of April 30th, there was short interest totaling 1,252 shares, a drop of 70.0% from the... More of this article »
Ellsworth Growth and Income Fund Ltd. (NYSEAMERICAN:ECF) Short Interest Update
Ellsworth Growth and Income Fund Ltd. (NYSEAMERICAN:ECF – Get Free Report) was the recipient of a significant decline in short interest in the month of April. As of April 30th, there was short interest totaling 3,461 shares,... More of this article »
Darling Ingredients (NYSE:DAR) and Lamb Weston (NYSE:LW) Financial Comparison
Darling Ingredients (NYSE:DAR – Get Free Report) and Lamb Weston (NYSE:LW – Get Free Report) are both consumer staples companies, but which is the superior investment? We will compare the two businesses based on the strength... More of this article »
First Trust Industrials/Producer Durables AlphaDEX Fund (NYSEARCA:FXR) Short Interest Update
First Trust Industrials/Producer Durables AlphaDEX Fund (NYSEARCA:FXR – Get Free Report) was the target of a significant decrease in short interest in April. As of April 30th, there was short interest totaling 3,829 shares, ... More of this article »
Black Stone Minerals (NYSE:BSM) Chairman Thomas Carter, Jr. Acquires 23,604 Shares
Black Stone Minerals, L.P. (NYSE:BSM – Get Free Report) Chairman Thomas Carter, Jr. purchased 23,604 shares of Black Stone Minerals stock in a transaction that occurred on Friday, May 8th. The shares were purchased at an average... More of this article »
Peregrine Investment Management Inc. Has $7.17 Million Stock Holdings in Lattice Semiconductor Corporation $LSCC
Peregrine Investment Management Inc. cut its holdings in shares of Lattice Semiconductor Corporation (NASDAQ:LSCC – Free Report) by 24.0% in the fourth quarter, HoldingsChannel reports. The fund owned 97,460 shares of the semiconductor... More of this article »
Select Water Solutions (NYSE:WTTR) COO Michael Skarke Sells 90,000 Shares
Select Water Solutions, Inc. (NYSE:WTTR – Get Free Report) COO Michael Skarke sold 90,000 shares of the business’s stock in a transaction on Monday, May 11th. The shares were sold at an average price of $17.31, for a total... More of this article »
Invesco S&P 500 High Beta ETF (NYSEARCA:SPHB) Hits New 1-Year High – What’s Next?
Invesco S&P 500 High Beta ETF (NYSEARCA:SPHB – Get Free Report)’s share price reached a new 52-week high during trading on Monday . The company traded as high as $142.33 and last traded at $141.70, with a volume of... More of this article »
Dimensional Emerging Markets Core Equity 2 ETF $DFEM Shares Purchased by Timonier Family Office LTD.
Timonier Family Office LTD. increased its stake in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 4.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 305,037 shares... More of this article »
Analysts’ Recent Ratings Updates for Ultragenyx Pharmaceutical (RARE)
Ultragenyx Pharmaceutical (NASDAQ: RARE) recently received a number of ratings updates from brokerages and research firms: 5/11/2026 – Ultragenyx Pharmaceutical was downgraded by Wall Street Zen from “hold” to “strong... More of this article »
Loar (LOAR) – Analysts’ Recent Ratings Updates
Several brokerages have updated their recommendations and price targets on shares of Loar (NYSE: LOAR) in the last few weeks: 5/10/2026 – Loar was given a new $75.00 price target by Jefferies Financial Group Inc.. 5/8/2026 –... More of this article »
Coca-Cola Europacific Partners $CCEP Shares Sold by Schwartz Investment Counsel Inc.
Schwartz Investment Counsel Inc. lowered its position in Coca-Cola Europacific Partners (NASDAQ:CCEP – Free Report) by 3.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Texas Pacific Land Corporation $TPL Shares Purchased by Schwartz Investment Counsel Inc.
Schwartz Investment Counsel Inc. raised its position in Texas Pacific Land Corporation (NYSE:TPL – Free Report) by 209.7% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 475,104 shares... More of this article »
Money Concepts Capital Corp Has $1.50 Million Holdings in iShares TIPS Bond ETF $TIP
Money Concepts Capital Corp cut its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 63.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Schwartz Investment Counsel Inc. Has $31.72 Million Position in SBA Communications Corporation $SBAC
Schwartz Investment Counsel Inc. reduced its holdings in SBA Communications Corporation (NASDAQ:SBAC – Free Report) by 21.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
SharkNinja, Inc. $SN Shares Bought by Schwartz Investment Counsel Inc.
Schwartz Investment Counsel Inc. raised its stake in SharkNinja, Inc. (NYSE:SN – Free Report) by 93.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Swiss Life Asset Management Ltd Acquires 18,140 Shares of Airbnb, Inc. $ABNB
Swiss Life Asset Management Ltd increased its holdings in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 41.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Securian Asset Management Inc. Has $1.22 Million Holdings in Axon Enterprise, Inc $AXON
Securian Asset Management Inc. lessened its holdings in Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 44.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Meridian Wealth Management LLC Increases Stake in ServiceNow, Inc. $NOW
Meridian Wealth Management LLC lifted its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 287.4% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 17,189... More of this article »
LifeStance Health Group, Inc. (NASDAQ:LFST) Receives Consensus Recommendation of “Buy” from Brokerages
Shares of LifeStance Health Group, Inc. (NASDAQ:LFST – Get Free Report) have been assigned an average recommendation of “Buy” from the nine research firms that are currently covering the company, MarketBeat reports.... More of this article »
JPMorgan Ultra-Short Income ETF $JPST Shares Sold by Trek Financial LLC
Trek Financial LLC cut its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 23.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Algonquin Power & Utilities (NYSE:AQN) Raised to “Hold” at Wells Fargo & Company
Algonquin Power & Utilities (NYSE:AQN – Get Free Report) was upgraded by investment analysts at Wells Fargo & Company to a “hold” rating in a report released on Monday,Zacks.com reports. A number of other... More of this article »
Barclays Upgrades LVMH-Moet Hennessy Louis Vuitton (OTCMKTS:LVMUY) to Strong-Buy
LVMH-Moet Hennessy Louis Vuitton (OTCMKTS:LVMUY – Get Free Report) was upgraded by analysts at Barclays from a “hold” rating to a “strong-buy” rating in a report issued on Monday,Zacks.com reports. Separately,... More of this article »
DXP Enterprises (NASDAQ:DXPE) Rating Lowered to Hold at Zacks Research
DXP Enterprises (NASDAQ:DXPE – Get Free Report) was downgraded by investment analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research note issued on Monday,Zacks.com reports. Several... More of this article »
Aytu BioPharma (NASDAQ:AYTU) Stock Rating Upgraded by Zacks Research
Aytu BioPharma (NASDAQ:AYTU – Get Free Report) was upgraded by equities researchers at Zacks Research from a “strong sell” rating to a “hold” rating in a note issued to investors on Monday,Zacks.com reports. Other... More of this article »
AAON (NASDAQ:AAON) Upgraded to Strong-Buy at Zacks Research
AAON (NASDAQ:AAON – Get Free Report) was upgraded by investment analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report released on Monday,Zacks.com reports. Other analysts... More of this article »
Philip Hopper Sells 3,700 Shares of O’Reilly Automotive (NASDAQ:ORLY) Stock
O’Reilly Automotive, Inc. (NASDAQ:ORLY – Get Free Report) SVP Philip Hopper sold 3,700 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $94.60, for a... More of this article »
Sequoia Financial Advisors LLC Makes New Investment in abrdn Physical Gold Shares ETF $SGOL
Sequoia Financial Advisors LLC bought a new position in shares of abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »