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Forbes J M & Co. LLP Sells 160 Shares of Cincinnati Financial Corporation $CINF
Forbes J M & Co. LLP cut its position in shares of Cincinnati Financial Corporation (NASDAQ:CINF – Free Report) by 7.4% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Trilogy Capital Inc. Increases Stock Position in AppLovin Corporation $APP
Trilogy Capital Inc. increased its holdings in AppLovin Corporation (NASDAQ:APP – Free Report) by 15.4% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Consolidated Portfolio Review Corp Raises Stock Position in SPDR Portfolio Short Term Corporate Bond ETF $SPSB
Consolidated Portfolio Review Corp boosted its holdings in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by 11.8% in the second quarter, according to its most recent disclosure with the... More of this article »
Marino Stram & Associates LLC Raises Position in CocaCola Company (The) $KO
Marino Stram & Associates LLC lifted its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 4.0% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Community Bank & Trust Waco Texas Purchases New Holdings in Chipotle Mexican Grill, Inc. $CMG
Community Bank & Trust Waco Texas purchased a new stake in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased... More of this article »
Forza Wealth Management LLC Sells 400 Shares of Abbott Laboratories $ABT
Forza Wealth Management LLC lessened its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 8.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Vigilare Wealth Management Has $988,000 Stake in Alerian MLP ETF $AMLP
Vigilare Wealth Management trimmed its stake in Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 1.9% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
KKR & Co. Inc. $KKR Holdings Trimmed by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. trimmed its position in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 9.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Sicart Associates LLC Lowers Holdings in Vanguard Mega Cap Growth ETF $MGK
Sicart Associates LLC reduced its stake in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 7.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Childress Capital Advisors LLC Has $486,000 Holdings in Deere & Company $DE
Childress Capital Advisors LLC boosted its stake in shares of Deere & Company (NYSE:DE – Free Report) by 27.3% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Arcadia Wealth Management LLC Raises Stock Position in Dimensional Emerging Core Equity Market ETF $DFAE
Arcadia Wealth Management LLC increased its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 3.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Eli Lilly and Company $LLY Shares Sold by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. cut its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.6% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 5,944 shares of the company’s... More of this article »
Client 1ST Advisory Group LLC Decreases Stock Position in Dimensional Short-Duration Fixed Income ETF $DFSD
Client 1ST Advisory Group LLC reduced its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 1.5% during the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Client 1ST Advisory Group LLC Sells 9,099 Shares of iShares U.S. Treasury Bond ETF $GOVT
Client 1ST Advisory Group LLC decreased its holdings in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 17.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Bartlett & CO. Wealth Management LLC Has $128.62 Million Stock Position in The TJX Companies, Inc. $TJX
Bartlett & CO. Wealth Management LLC decreased its stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 0.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Ninety One UK Ltd Lowers Position in TE Connectivity Ltd. $TEL
Ninety One UK Ltd cut its holdings in TE Connectivity Ltd. (NYSE:TEL – Free Report) by 7.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Bartlett & CO. Wealth Management LLC Increases Position in Waste Management, Inc. $WM
Bartlett & CO. Wealth Management LLC lifted its holdings in Waste Management, Inc. (NYSE:WM – Free Report) by 0.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Bartlett & CO. Wealth Management LLC Grows Stock Holdings in Vanguard Short-Term Bond ETF $BSV
Bartlett & CO. Wealth Management LLC grew its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 1.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with... More of this article »
Donald L. Hagan LLC Sells 3,360 Shares of Invesco S&P 500 Equal Weight ETF $RSP
Donald L. Hagan LLC lowered its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 45.7% in the second quarter, Holdings Channel.com reports. The institutional investor owned 3,991 shares... More of this article »
Park Place Capital Corp Cuts Stock Position in Johnson Controls International plc $JCI
Park Place Capital Corp cut its holdings in shares of Johnson Controls International plc (NYSE:JCI – Free Report) by 55.7% during the second quarter, Holdings Channel reports. The firm owned 413 shares of the company’s... More of this article »
Trivium Point Advisory LLC Buys 686 Shares of Public Storage $PSA
Trivium Point Advisory LLC grew its stake in Public Storage (NYSE:PSA – Free Report) by 33.2% in the 2nd quarter, Holdings Channel reports. The firm owned 2,754 shares of the real estate investment trust’s stock after... More of this article »
Trivium Point Advisory LLC Raises Stock Holdings in Duke Energy Corporation $DUK
Trivium Point Advisory LLC boosted its holdings in Duke Energy Corporation (NYSE:DUK – Free Report) by 3.6% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 12,148 shares of the... More of this article »
Trust Co. of Vermont Sells 452 Shares of McCormick & Company, Incorporated $MKC
Trust Co. of Vermont reduced its stake in McCormick & Company, Incorporated (NYSE:MKC – Free Report) by 0.7% in the second quarter, Holdings Channel.com reports. The institutional investor owned 61,314 shares of the company’s... More of this article »
Fiserv (NYSE:FI) Hits New 1-Year Low – What’s Next?
Fiserv, Inc. (NYSE:FI – Get Free Report) shares hit a new 52-week low during trading on Wednesday . The company traded as low as $127.41 and last traded at $128.87, with a volume of 4763643 shares trading hands. The stock had... More of this article »
Invesco S&P 500 Equal Weight Consumer Staples ETF $RSPS Shares Sold by QTR Family Wealth LLC
QTR Family Wealth LLC lessened its holdings in shares of Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEARCA:RSPS – Free Report) by 7.0% in the second quarter, according to the company in its most recent filing... More of this article »
Trilogy Capital Inc. Lowers Stock Holdings in SPDR Portfolio Short Term Corporate Bond ETF $SPSB
Trilogy Capital Inc. lessened its stake in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by 83.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
QTR Family Wealth LLC Acquires Shares of 4,238 Tempus AI, Inc. $TEM
QTR Family Wealth LLC acquired a new stake in Tempus AI, Inc. (NASDAQ:TEM – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Cummins Inc. $CMI Shares Bought by Trilogy Capital Inc.
Trilogy Capital Inc. raised its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 6.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,849... More of this article »
Loudon Investment Management LLC Sells 2,450 Shares of Federal Realty Investment Trust $FRT
Loudon Investment Management LLC trimmed its position in shares of Federal Realty Investment Trust (NYSE:FRT – Free Report) by 28.2% during the 2nd quarter, HoldingsChannel reports. The fund owned 6,225 shares of the real estate... More of this article »
Lynx Investment Advisory Raises Stake in SEI Select Small Cap ETF $SEIS
Lynx Investment Advisory boosted its holdings in shares of SEI Select Small Cap ETF (NASDAQ:SEIS – Free Report) by 7.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Magnolia Private Wealth LLC Sells 130,080 Shares of Return Stacked U.S. Stocks & Managed Futures ETF $RSST
Magnolia Private Wealth LLC decreased its stake in Return Stacked U.S. Stocks & Managed Futures ETF (NYSEARCA:RSST – Free Report) by 60.9% in the 2nd quarter, according to its most recent 13F filing with the Securities... More of this article »
Kimbell Royalty (NYSE:KRP) Downgraded to “Strong Sell” Rating by Zacks Research
Kimbell Royalty (NYSE:KRP – Get Free Report) was downgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research note issued to investors on Monday,Zacks.com... More of this article »
Houlihan Lokey (NYSE:HLI) Stock Rating Lowered by Zacks Research
Houlihan Lokey (NYSE:HLI – Get Free Report) was downgraded by research analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a report issued on Monday,Zacks.com reports. A number... More of this article »
First Pacific Financial Sells 412 Shares of Union Pacific Corporation $UNP
First Pacific Financial trimmed its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 11.3% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,230... More of this article »
Blackbaud (NASDAQ:BLKB) and SMS Alternatives (OTCMKTS:CICN) Head to Head Contrast
Blackbaud (NASDAQ:BLKB – Get Free Report) and SMS Alternatives (OTCMKTS:CICN – Get Free Report) are both computer and technology companies, but which is the better business? We will compare the two companies based on the... More of this article »
First Foundation (NYSE:FFWM) & Pacific Valley Bancorp (OTCMKTS:PVBK) Head to Head Analysis
Valuation & Earnings This table compares First Foundation and Pacific Valley Bancorp”s revenue, earnings per share (EPS) and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio First... More of this article »
First Pacific Financial Reduces Stock Holdings in American States Water Company $AWR
First Pacific Financial lowered its holdings in shares of American States Water Company (NYSE:AWR – Free Report) by 9.5% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Vigilare Wealth Management Invests $563,000 in L3Harris Technologies Inc $LHX
Vigilare Wealth Management acquired a new position in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares iBonds Dec 2028 Term Corporate ETF $IBDT Shares Acquired by Centricity Wealth Management LLC
Centricity Wealth Management LLC boosted its stake in shares of iShares iBonds Dec 2028 Term Corporate ETF (NYSEARCA:IBDT – Free Report) by 4.7% in the 2nd quarter, according to the company in its most recent 13F filing with... More of this article »
Brown Shipley& Co Ltd Cuts Position in Fortive Corporation $FTV
Brown Shipley& Co Ltd lessened its holdings in Fortive Corporation (NYSE:FTV – Free Report) by 67.3% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Commerce Resources (CVE:CCE) Stock Price Down 15.2% – Should You Sell?
Commerce Resources Corp. (CVE:CCE – Get Free Report) shares were down 15.2% during mid-day trading on Wednesday . The company traded as low as C$0.14 and last traded at C$0.14. Approximately 207,733 shares changed hands during... More of this article »
Oracle Power (LON:ORCP) Shares Down 7.7% – Should You Sell?
Oracle Power plc (LON:ORCP – Get Free Report)’s stock price dropped 7.7% on Wednesday . The company traded as low as GBX 0.05 ($0.00) and last traded at GBX 0.06 ($0.00). Approximately 2,147,000,000 shares traded hands... More of this article »
Vigilare Wealth Management Makes New $341,000 Investment in Snowflake Inc. $SNOW
Vigilare Wealth Management bought a new position in Snowflake Inc. (NYSE:SNOW – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 1,523 shares of the company’s stock, valued... More of this article »
Mawson Infrastructure Group (NASDAQ:MIGI) Raised to Strong Sell at Zacks Research
Mawson Infrastructure Group (NASDAQ:MIGI – Get Free Report) was upgraded by Zacks Research to a “strong sell” rating in a note issued to investors on Monday,Zacks.com reports. Separately, Wall Street Zen raised Mawson... More of this article »
Alley Investment Management Company LLC Buys 2,053 Shares of Verizon Communications Inc. $VZ
Alley Investment Management Company LLC increased its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.0% in the second quarter, according to the company in its most recent filing with the SEC.... More of this article »
Vanguard Short-Term Corporate Bond ETF $VCSH Shares Purchased by Chicago Capital LLC
Chicago Capital LLC increased its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 70.6% during the second quarter, according to the company in its most recent Form 13F filing with... More of this article »
Magnolia Private Wealth LLC Boosts Holdings in SPDR Gold MiniShares Trust $GLDM
Magnolia Private Wealth LLC increased its stake in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 51.2% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 26,462... More of this article »
Park Place Capital Corp Sells 153 Shares of iShares Russell 2000 ETF $IWM
Park Place Capital Corp reduced its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 16.9% in the second quarter, according to its most recent filing with the SEC. The fund owned 750 shares of the... More of this article »