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Texas Instruments Incorporated $TXN Stake Raised by Fifth Third Wealth Advisors LLC
Fifth Third Wealth Advisors LLC lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 21.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
NVIDIA Corporation $NVDA Shares Acquired by Triad Wealth Partners LLC
Triad Wealth Partners LLC increased its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 59.2% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 135,795 shares of... More of this article »
KFG Wealth Management LLC Acquires Shares of 429,616 Fidelity Enhanced Small Cap ETF $FESM
KFG Wealth Management LLC bought a new position in Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Occidental Petroleum (NYSE:OXY) CEO Richard Jackson Acquires 4,770 Shares
Occidental Petroleum Corporation (NYSE:OXY – Get Free Report) CEO Richard Jackson acquired 4,770 shares of the stock in a transaction on Tuesday, June 23rd. The shares were bought at an average price of $52.38 per share, with... More of this article »
Terex (NYSE:TEX) Upgraded by DA Davidson to “Strong-Buy” Rating
Terex (NYSE:TEX – Get Free Report) was upgraded by analysts at DA Davidson to a “strong-buy” rating in a research report issued to clients and investors on Wednesday,Zacks.com reports. A number of other equities research... More of this article »
American Airlines Group (NASDAQ:AAL) Upgraded at UBS Group
American Airlines Group (NASDAQ:AAL – Get Free Report) was upgraded by equities researchers at UBS Group to a “strong-buy” rating in a report released on Tuesday,Zacks.com reports. AAL has been the subject of a number... More of this article »
PROCEPT BioRobotics (NASDAQ:PRCT) Upgraded to Strong-Buy at Evercore
PROCEPT BioRobotics (NASDAQ:PRCT – Get Free Report) was upgraded by stock analysts at Evercore to a “strong-buy” rating in a research note issued to investors on Wednesday,Zacks.com reports. PRCT has been the topic... More of this article »
Zacks Research Upgrades Industrial Logistics Properties Trust (NASDAQ:ILPT) to “Strong-Buy”
Industrial Logistics Properties Trust (NASDAQ:ILPT – Get Free Report) was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research note issued on Tuesday,Zacks.com... More of this article »
MFS Active International ETF $MFSI Shares Purchased by Kestra Private Wealth Services LLC
Kestra Private Wealth Services LLC raised its holdings in MFS Active International ETF (NYSEARCA:MFSI – Free Report) by 4.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
TC Energy Co. (TSE:TRP) Given Average Rating of “Hold” by Analysts
Shares of TC Energy Co. (TSE:TRP – Get Free Report) (NYSE:TRP) have been assigned a consensus rating of “Hold” from the fifteen ratings firms that are covering the company, MarketBeat reports. Nine investment analysts... More of this article »
Brokerages Set The Sherwin-Williams Company (NYSE:SHW) PT at $366.77
Shares of The Sherwin-Williams Company (NYSE:SHW – Get Free Report) have been given a consensus recommendation of “Moderate Buy” by the fourteen ratings firms that are presently covering the company, MarketBeat Ratings... More of this article »
Defiance Daily Target 2X Long LMND ETF (NASDAQ:LMNX) and InspireMD (NYSE:NSPR) Critical Contrast
Defiance Daily Target 2X Long LMND ETF (NASDAQ:LMNX – Get Free Report) and InspireMD (NYSE:NSPR – Get Free Report) are both small-cap medical companies, but which is the better investment? We will contrast the two companies... More of this article »
Berman McAleer LLC Sells 1,747 Shares of Vanguard Total Stock Market ETF $VTI
Berman McAleer LLC cut its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.9% in the first quarter, Holdings Channel.com reports. The firm owned 43,391 shares of the company’s stock... More of this article »
Financial Enhancement Group LLC Sells 43,309 Shares of Janus Henderson Emerging Markets Debt Hard Currency ETF $JEMB
Financial Enhancement Group LLC cut its holdings in shares of Janus Henderson Emerging Markets Debt Hard Currency ETF (NYSEARCA:JEMB – Free Report) by 26.0% during the 1st quarter, according to its most recent Form 13F filing... More of this article »
Tanager Wealth Management LLP Sells 19,532 Shares of Dimensional U.S. Small Cap ETF $DFAS
Tanager Wealth Management LLP reduced its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 4.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Ritholtz Wealth Management Raises Stock Position in Dimensional Emerging Markets Value ETF $DFEV
Ritholtz Wealth Management lifted its holdings in Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV – Free Report) by 6.2% during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Ritholtz Wealth Management Has $121.54 Million Stake in iShares Core MSCI EAFE ETF $IEFA
Ritholtz Wealth Management increased its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.8% during the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Fifth Third Wealth Advisors LLC Buys 1,018 Shares of GE Vernova Inc. $GEV
Fifth Third Wealth Advisors LLC lifted its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 5.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Provenance Wealth Advisors LLC Decreases Stock Holdings in iShares Core S&P Mid-Cap ETF $IJH
Provenance Wealth Advisors LLC lowered its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 15.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
MinichMacGregor Wealth Management LLC Buys 17,440 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG
MinichMacGregor Wealth Management LLC increased its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.7% in the first quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
Friedenthal Financial Makes New Investment in Travel + Leisure Co. $TNL
Friedenthal Financial purchased a new stake in Travel + Leisure Co. (NYSE:TNL – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 15,668... More of this article »
Head to Head Comparison: Polar Power (NASDAQ:POLA) & Otter Tail (NASDAQ:OTTR)
Polar Power (NASDAQ:POLA – Get Free Report) and Otter Tail (NASDAQ:OTTR – Get Free Report) are both utilities companies, but which is the better business? We will contrast the two companies based on the strength of their... More of this article »
Enel Generación Chile (OTCMKTS:EOCCY) versus X-Energy (NASDAQ:XE) Head to Head Review
Enel Generación Chile (OTCMKTS:EOCCY – Get Free Report) and X-Energy (NASDAQ:XE – Get Free Report) are both mid-cap utilities companies, but which is the better business? We will contrast the two businesses based on the... More of this article »
Palvella Therapeutics, Inc. (NASDAQ:PVLA) Receives Average Recommendation of “Moderate Buy” from Analysts
Shares of Palvella Therapeutics, Inc. (NASDAQ:PVLA – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the sixteen research firms that are presently covering the firm, Marketbeat.com... More of this article »
Friedenthal Financial Takes $984,000 Position in Sysco Corporation $SYY
Friedenthal Financial purchased a new stake in Sysco Corporation (NYSE:SYY – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 13,801 shares of the company’s... More of this article »
Friedenthal Financial Acquires New Holdings in Elanco Animal Health Incorporated $ELAN
Friedenthal Financial bought a new position in shares of Elanco Animal Health Incorporated (NYSE:ELAN – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Friedenthal Financial Takes $1.03 Million Position in DTE Energy Company $DTE
Friedenthal Financial acquired a new position in shares of DTE Energy Company (NYSE:DTE – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired... More of this article »
Greenup Street Wealth Management LLC Increases Stock Holdings in Elevance Health, Inc. $ELV
Greenup Street Wealth Management LLC boosted its stake in Elevance Health, Inc. (NYSE:ELV – Free Report) by 67.5% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 10,163 shares of... More of this article »
Avantis International Equity ETF $AVDE is Greenup Street Wealth Management LLC’s Largest Position
Greenup Street Wealth Management LLC lessened its stake in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 6.3% during the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Signal Advisors Wealth LLC Takes Position in Kinder Morgan, Inc. $KMI
Signal Advisors Wealth LLC acquired a new position in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
40,508 Shares in Energy Transfer LP $ET Bought by Signal Advisors Wealth LLC
Signal Advisors Wealth LLC bought a new stake in shares of Energy Transfer LP (NYSE:ET – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Walmart Inc. $WMT Holdings Lowered by SVB Wealth LLC
SVB Wealth LLC decreased its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 17.0% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 73,131 shares of... More of this article »
RFG Advisory LLC Has $26.94 Million Stock Position in Fidelity Fundamental Small-Mid Cap ETF $FFSM
RFG Advisory LLC lifted its position in shares of Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM – Free Report) by 19.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
John Schissel Acquires 500 Shares of Centerspace (NYSE:CSR) Stock
Centerspace (NYSE:CSR – Get Free Report) Director John Schissel bought 500 shares of Centerspace stock in a transaction on Thursday, June 18th. The stock was acquired at an average price of $54.90 per share, for a total transaction... More of this article »
Faithward Advisors LLC Cuts Stock Holdings in Veeva Systems Inc. $VEEV
Faithward Advisors LLC lowered its stake in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) by 91.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Finward Bancorp (NASDAQ:FNWD) versus Galaxy Digital (NASDAQ:GLXY) Financial Comparison
Finward Bancorp (NASDAQ:FNWD – Get Free Report) and Galaxy Digital (NASDAQ:GLXY – Get Free Report) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength... More of this article »
Rockefeller Capital Management L.P. Has $10.94 Million Stock Holdings in Kimco Realty Corporation $KIM
Rockefeller Capital Management L.P. raised its position in Kimco Realty Corporation (NYSE:KIM – Free Report) by 9.9% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Lord & Richards Wealth Management LLC Has $15.43 Million Stake in State Street SPDR Portfolio S&P 500 ETF $SPYM
Lord & Richards Wealth Management LLC lifted its stake in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 4.2% in the 1st quarter, according to the company in its most recent 13F filing with... More of this article »
Dimensional US Sustainability Core 1 ETF $DFSU Shares Purchased by Joel Adams & Associates Inc.
Joel Adams & Associates Inc. increased its stake in shares of Dimensional US Sustainability Core 1 ETF (NYSEARCA:DFSU – Free Report) by 99.6% during the first quarter, according to the company in its most recent disclosure... More of this article »
Oak Family Advisors LLC Takes $4.88 Million Position in Schwab Emerging Markets Equity ETF $SCHE
Oak Family Advisors LLC purchased a new stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Fifth Third Wealth Advisors LLC Increases Position in iShares Core MSCI EAFE ETF $IEFA
Fifth Third Wealth Advisors LLC raised its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.0% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 1,210,694... More of this article »
OP Asset Management Ltd Makes New $13.38 Million Investment in Watts Water Technologies, Inc. $WTS
OP Asset Management Ltd purchased a new stake in Watts Water Technologies, Inc. (NYSE:WTS – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Sterling Infrastructure, Inc. $STRL Stock Position Reduced by Rockefeller Capital Management L.P.
Rockefeller Capital Management L.P. lessened its position in shares of Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) by 29.2% during the fourth quarter, according to the company in its most recent 13F filing with... More of this article »
Essential Properties Realty Trust, Inc. $EPRT Stake Reduced by Hsbc Holdings PLC
Hsbc Holdings PLC trimmed its holdings in Essential Properties Realty Trust, Inc. (NYSE:EPRT – Free Report) by 5.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Taylor Morrison Home Corporation $TMHC Shares Acquired by Hsbc Holdings PLC
Hsbc Holdings PLC grew its stake in Taylor Morrison Home Corporation (NYSE:TMHC – Free Report) by 108.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 386,723 shares of the construction company’s... More of this article »
Hsbc Holdings PLC Increases Stock Holdings in Insmed, Inc. $INSM
Hsbc Holdings PLC boosted its stake in Insmed, Inc. (NASDAQ:INSM – Free Report) by 8,052.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 123,267 shares of the biopharmaceutical company’s stock... More of this article »
iShares S&P 500 Growth ETF $IVW Shares Acquired by Breakwater Capital Group
Breakwater Capital Group boosted its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 14.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Signal Advisors Wealth LLC Acquires 3,785 Shares of Visa Inc. $V
Signal Advisors Wealth LLC raised its holdings in Visa Inc. (NYSE:V – Free Report) by 10.5% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 39,668... More of this article »