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Image for Planning Alternatives Ltd. ADV Has $16.54 Million Holdings in Apple Inc. $AAPL

Planning Alternatives Ltd. ADV Has $16.54 Million Holdings in Apple Inc. $AAPL

Planning Alternatives Ltd. ADV raised its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 6.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Treace Medical Concepts (TMCI) to Release Quarterly Earnings on Friday

Treace Medical Concepts (TMCI) to Release Quarterly Earnings on Friday

Treace Medical Concepts (NASDAQ:TMCI – Get Free Report) is projected to release its Q2 2026 results before the market opens on Friday, August 7th. Analysts expect Treace Medical Concepts to announce earnings of ($0.30) per share... More of this article »
Image for PNC Financial Services Group Inc. Reduces Stock Position in iShares Global REIT ETF $REET

PNC Financial Services Group Inc. Reduces Stock Position in iShares Global REIT ETF $REET

PNC Financial Services Group Inc. cut its holdings in iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 56.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Little House Capital LLC Has $19.29 Million Stock Position in Apple Inc. $AAPL

Little House Capital LLC Has $19.29 Million Stock Position in Apple Inc. $AAPL

Little House Capital LLC decreased its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 4.5% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 76,021 shares... More of this article »
Image for Grove Collaborative (GROV) Projected to Post Earnings on Thursday

Grove Collaborative (GROV) Projected to Post Earnings on Thursday

Grove Collaborative (NYSE:GROV – Get Free Report) is projected to issue its Q2 2026 results after the market closes on Thursday, August 6th. Analysts expect the company to post earnings of ($0.06) per share and revenue of $36.70... More of this article »
Image for NexGen Energy $NXE Shares Sold by Hsbc Holdings PLC

NexGen Energy $NXE Shares Sold by Hsbc Holdings PLC

Hsbc Holdings PLC cut its stake in shares of NexGen Energy (NYSE:NXE – Free Report) by 80.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Linde PLC $LIN Shares Acquired by GAMMA Investing LLC

Linde PLC $LIN Shares Acquired by GAMMA Investing LLC

GAMMA Investing LLC increased its holdings in Linde PLC (NASDAQ:LIN – Free Report) by 23.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Canandaigua National Bank & Trust Co. Takes $2.65 Million Position in The Travelers Companies, Inc. $TRV

Canandaigua National Bank & Trust Co. Takes $2.65 Million Position in The Travelers Companies, Inc. $TRV

Canandaigua National Bank & Trust Co. acquired a new stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Central Pacific Bank Trust Division Increases Position in American Express Company $AXP

Central Pacific Bank Trust Division Increases Position in American Express Company $AXP

Central Pacific Bank Trust Division lifted its stake in American Express Company (NYSE:AXP – Free Report) by 23.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Central Pacific Bank Trust Division Purchases 21,364 Shares of iShares Core S&P 500 ETF $IVV

Central Pacific Bank Trust Division Purchases 21,364 Shares of iShares Core S&P 500 ETF $IVV

Central Pacific Bank Trust Division lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 22.6% during the second quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Confluence Investment Management LLC Trims Holdings in Baldwin Insurance Group, Inc. $BWIN

Confluence Investment Management LLC Trims Holdings in Baldwin Insurance Group, Inc. $BWIN

Confluence Investment Management LLC decreased its holdings in shares of Baldwin Insurance Group, Inc. (NASDAQ:BWIN – Free Report) by 87.8% in the second quarter, HoldingsChannel reports. The firm owned 77,621 shares of the... More of this article »
Image for Canandaigua National Bank & Trust Co. Purchases New Position in Cigna Group $CI

Canandaigua National Bank & Trust Co. Purchases New Position in Cigna Group $CI

Canandaigua National Bank & Trust Co. bought a new stake in shares of Cigna Group (NYSE:CI – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Edgestream Partners L.P. Buys Shares of 57,279 Wolverine World Wide, Inc. $WWW

Edgestream Partners L.P. Buys Shares of 57,279 Wolverine World Wide, Inc. $WWW

Edgestream Partners L.P. bought a new position in shares of Wolverine World Wide, Inc. (NYSE:WWW – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor bought... More of this article »
Image for CGN Advisors LLC Buys 62,158 Shares of Capital Group Dividend Value ETF $CGDV

CGN Advisors LLC Buys 62,158 Shares of Capital Group Dividend Value ETF $CGDV

CGN Advisors LLC grew its stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 44.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Canandaigua National Bank & Trust Co. Takes Position in Snap-On Incorporated $SNA

Canandaigua National Bank & Trust Co. Takes Position in Snap-On Incorporated $SNA

Canandaigua National Bank & Trust Co. purchased a new position in Snap-On Incorporated (NYSE:SNA – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Sharon Mccollam Acquires 9,000 Shares of Albertsons Companies (NYSE:ACI) Stock

Sharon Mccollam Acquires 9,000 Shares of Albertsons Companies (NYSE:ACI) Stock

Albertsons Companies, Inc. (NYSE:ACI – Get Free Report) CFO Sharon Mccollam purchased 9,000 shares of the stock in a transaction dated Friday, July 31st. The shares were bought at an average price of $11.48 per share, for a total... More of this article »
Image for Alfred Ford, Jr. Sells 8,681 Shares of Kestra Medical Technologies (NASDAQ:KMTS) Stock

Alfred Ford, Jr. Sells 8,681 Shares of Kestra Medical Technologies (NASDAQ:KMTS) Stock

Kestra Medical Technologies, Ltd. (NASDAQ:KMTS – Get Free Report) insider Alfred Ford, Jr. sold 8,681 shares of the stock in a transaction on Friday, July 31st. The stock was sold at an average price of $22.61, for a total transaction... More of this article »
Image for Robert Mitzman Sells 3,000 Shares of Esquire Financial (NASDAQ:ESQ) Stock

Robert Mitzman Sells 3,000 Shares of Esquire Financial (NASDAQ:ESQ) Stock

Esquire Financial Holdings, Inc. (NASDAQ:ESQ – Get Free Report) Director Robert Mitzman sold 3,000 shares of the firm’s stock in a transaction on Thursday, July 30th. The stock was sold at an average price of $129.60, for... More of this article »
Image for Sanmina Corporation $SANM Shares Bought by California State Teachers Retirement System

Sanmina Corporation $SANM Shares Bought by California State Teachers Retirement System

California State Teachers Retirement System grew its stake in Sanmina Corporation (NASDAQ:SANM – Free Report) by 26.7% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 63,747 shares of the... More of this article »
Image for 20,966 Shares in Morgan Stanley $MS Purchased by Canandaigua National Bank & Trust Co.

20,966 Shares in Morgan Stanley $MS Purchased by Canandaigua National Bank & Trust Co.

Canandaigua National Bank & Trust Co. bought a new stake in shares of Morgan Stanley (NYSE:MS – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Canandaigua National Bank & Trust Co. Purchases New Position in Lockheed Martin Corporation $LMT

Canandaigua National Bank & Trust Co. Purchases New Position in Lockheed Martin Corporation $LMT

Canandaigua National Bank & Trust Co. acquired a new position in Lockheed Martin Corporation (NYSE:LMT – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Canandaigua National Bank & Trust Co. Makes New $21.75 Million Investment in Johnson & Johnson $JNJ

Canandaigua National Bank & Trust Co. Makes New $21.75 Million Investment in Johnson & Johnson $JNJ

Canandaigua National Bank & Trust Co. acquired a new stake in Johnson & Johnson (NYSE:JNJ – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Canandaigua National Bank & Trust Co. Makes New Investment in The Goldman Sachs Group, Inc. $GS

Canandaigua National Bank & Trust Co. Makes New Investment in The Goldman Sachs Group, Inc. $GS

Canandaigua National Bank & Trust Co. bought a new position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Canandaigua National Bank & Trust Co. Invests $14.01 Million in Vanguard Small-Cap ETF $VB

Canandaigua National Bank & Trust Co. Invests $14.01 Million in Vanguard Small-Cap ETF $VB

Canandaigua National Bank & Trust Co. purchased a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Financial Enhancement Group LLC Makes New $6.61 Million Investment in iShares 20+ Year Treasury Bond ETF $TLT

Financial Enhancement Group LLC Makes New $6.61 Million Investment in iShares 20+ Year Treasury Bond ETF $TLT

Financial Enhancement Group LLC purchased a new stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for S&P Global Inc. $SPGI Stock Holdings Lowered by Carderock Capital Management Inc.

S&P Global Inc. $SPGI Stock Holdings Lowered by Carderock Capital Management Inc.

Carderock Capital Management Inc. cut its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 27.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Carderock Capital Management Inc. Boosts Holdings in Watsco, Inc. $WSO

Carderock Capital Management Inc. Boosts Holdings in Watsco, Inc. $WSO

Carderock Capital Management Inc. increased its position in Watsco, Inc. (NYSE:WSO – Free Report) by 215.6% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Avantis Core Fixed Income ETF $AVIG Stake Increased by CoreCap Advisors LLC

Avantis Core Fixed Income ETF $AVIG Stake Increased by CoreCap Advisors LLC

CoreCap Advisors LLC boosted its stake in Avantis Core Fixed Income ETF (NYSEARCA:AVIG – Free Report) by 24.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Financial Enhancement Group LLC Has $35.65 Million Position in iShares Core S&P Small-Cap ETF $IJR

Financial Enhancement Group LLC Has $35.65 Million Position in iShares Core S&P Small-Cap ETF $IJR

Financial Enhancement Group LLC reduced its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 5.9% during the 2nd quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Simplify Short Term Treasury Futures Strategy ETF $TUA Shares Bought by Financial Enhancement Group LLC

Simplify Short Term Treasury Futures Strategy ETF $TUA Shares Bought by Financial Enhancement Group LLC

Financial Enhancement Group LLC grew its position in Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA – Free Report) by 33.3% during the 2nd quarter, according to the company in its most recent disclosure with... More of this article »
Image for Brokerages Set Urogen Pharma (NASDAQ:URGN) Target Price at $41.62

Brokerages Set Urogen Pharma (NASDAQ:URGN) Target Price at $41.62

Shares of Urogen Pharma (NASDAQ:URGN – Get Free Report) have earned an average recommendation of “Moderate Buy” from the ten analysts that are presently covering the company, Marketbeat reports. One investment analyst... More of this article »
Image for Encompass Health Corporation (NYSE:EHC) Receives Average Rating of “Moderate Buy” from Analysts

Encompass Health Corporation (NYSE:EHC) Receives Average Rating of “Moderate Buy” from Analysts

Encompass Health Corporation (NYSE:EHC – Get Free Report) has earned an average recommendation of “Moderate Buy” from the nine analysts that are covering the stock, Marketbeat reports. Two research analysts have... More of this article »
Image for Aurizon (QRNNF) versus Its Competitors Head to Head Analysis

Aurizon (QRNNF) versus Its Competitors Head to Head Analysis

Aurizon (OTCMKTS:QRNNF – Get Free Report) is one of 102 publicly-traded companies in the “Ground Transportation” industry, but how does it compare to its rivals? We will compare Aurizon to similar businesses based... More of this article »
Image for Financial Analysis: Antero Midstream (NYSE:AM) vs. IsoEnergy (OTCMKTS:ISENF)

Financial Analysis: Antero Midstream (NYSE:AM) vs. IsoEnergy (OTCMKTS:ISENF)

Antero Midstream (NYSE:AM – Get Free Report) and IsoEnergy (OTCMKTS:ISENF – Get Free Report) are both energy companies, but which is the better investment? We will contrast the two businesses based on the strength of their... More of this article »
Image for Backblaze, Inc. (NASDAQ:BLZE) Given Average Recommendation of “Moderate Buy” by Analysts

Backblaze, Inc. (NASDAQ:BLZE) Given Average Recommendation of “Moderate Buy” by Analysts

Backblaze, Inc. (NASDAQ:BLZE – Get Free Report) has earned an average recommendation of “Moderate Buy” from the ten ratings firms that are covering the firm, Marketbeat Ratings reports. One analyst has rated the... More of this article »
Image for Analyzing Firefly Aerospace (FLY) and Its Peers

Analyzing Firefly Aerospace (FLY) and Its Peers

Firefly Aerospace (NASDAQ:FLY – Get Free Report) is one of 229 publicly-traded companies in the “Aerospace & Defense” industry, but how does it compare to its competitors? We will compare Firefly Aerospace to... More of this article »
Image for Masonglory (NASDAQ:MSGY) & Stantec (NYSE:STN) Critical Survey

Masonglory (NASDAQ:MSGY) & Stantec (NYSE:STN) Critical Survey

Stantec (NYSE:STN – Get Free Report) and Masonglory (NASDAQ:MSGY – Get Free Report) are both industrials companies, but which is the better investment? We will compare the two businesses based on the strength of their analyst... More of this article »
Image for Head-To-Head Review: VCI Global (NASDAQ:VCIG) vs. Exponent (NASDAQ:EXPO)

Head-To-Head Review: VCI Global (NASDAQ:VCIG) vs. Exponent (NASDAQ:EXPO)

VCI Global (NASDAQ:VCIG – Get Free Report) and Exponent (NASDAQ:EXPO – Get Free Report) are both industrials companies, but which is the better business? We will compare the two companies based on the strength of their... More of this article »
Image for CoreCap Advisors LLC Purchases 15,877 Shares of iShares U.S. Technology ETF $IYW

CoreCap Advisors LLC Purchases 15,877 Shares of iShares U.S. Technology ETF $IYW

CoreCap Advisors LLC raised its holdings in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 63.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for CoreCap Advisors LLC Boosts Stock Position in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL

CoreCap Advisors LLC Boosts Stock Position in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL

CoreCap Advisors LLC raised its holdings in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 125.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for CoreCap Advisors LLC Boosts Stake in Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $GSEW

CoreCap Advisors LLC Boosts Stake in Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $GSEW

CoreCap Advisors LLC grew its position in shares of Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (BATS:GSEW – Free Report) by 5.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for iShares MSCI EAFE Value ETF $EFV Shares Sold by CoreCap Advisors LLC

iShares MSCI EAFE Value ETF $EFV Shares Sold by CoreCap Advisors LLC

CoreCap Advisors LLC lessened its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 21.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for CGN Advisors LLC Has $14.51 Million Stake in Avantis U.S. Mid Cap Equity ETF $AVMC

CGN Advisors LLC Has $14.51 Million Stake in Avantis U.S. Mid Cap Equity ETF $AVMC

CGN Advisors LLC increased its position in Avantis U.S. Mid Cap Equity ETF (NYSEARCA:AVMC – Free Report) by 9.3% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for CGN Advisors LLC Sells 953 Shares of Caterpillar Inc. $CAT

CGN Advisors LLC Sells 953 Shares of Caterpillar Inc. $CAT

CGN Advisors LLC decreased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 20.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for CoreCap Advisors LLC Has $6.78 Million Stake in First Trust TCW Opportunistic Fixed Income ETF $FIXD

CoreCap Advisors LLC Has $6.78 Million Stake in First Trust TCW Opportunistic Fixed Income ETF $FIXD

CoreCap Advisors LLC boosted its position in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 12.7% during the 2nd quarter, according to the company in its most recent filing with the SEC.... More of this article »
Image for Granite Ridge Resources (GRNT) to Release Earnings on Thursday

Granite Ridge Resources (GRNT) to Release Earnings on Thursday

Granite Ridge Resources (NYSE:GRNT – Get Free Report) is expected to announce its Q2 2026 results after the market closes on Thursday, August 6th. Analysts expect Granite Ridge Resources to post earnings of $0.06 per share and... More of this article »
Image for iShares Russell 1000 Growth ETF $IWF Holdings Raised by CGN Advisors LLC

iShares Russell 1000 Growth ETF $IWF Holdings Raised by CGN Advisors LLC

CGN Advisors LLC increased its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 287.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Sweetgreen (SG) Projected to Announce Earnings on Thursday

Sweetgreen (SG) Projected to Announce Earnings on Thursday

Sweetgreen (NYSE:SG – Get Free Report) is anticipated to issue its Q2 2026 results after the market closes on Thursday, August 6th. Analysts expect Sweetgreen to announce earnings of ($0.13) per share and revenue of $194.5050... More of this article »
Image for Cooper Investors PTY Ltd. Sells 66,367 Shares of Horizon Kinetics Inflation Beneficiaries ETF $INFL

Cooper Investors PTY Ltd. Sells 66,367 Shares of Horizon Kinetics Inflation Beneficiaries ETF $INFL

Cooper Investors PTY Ltd. trimmed its stake in shares of Horizon Kinetics Inflation Beneficiaries ETF (NYSEARCA:INFL – Free Report) by 38.4% during the second quarter, according to its most recent disclosure with the Securities... More of this article »
Image for CX Institutional Grows Position in iShares ESG Aware U.S. Aggregate Bond ETF $EAGG

CX Institutional Grows Position in iShares ESG Aware U.S. Aggregate Bond ETF $EAGG

CX Institutional raised its stake in iShares ESG Aware U.S. Aggregate Bond ETF (NYSEARCA:EAGG – Free Report) by 24.2% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »