Home » Author Archive

Image for Surience Private Wealth LLC Has $2.06 Million Stock Position in Vanguard Tax-Exempt Bond ETF $VTEB

Surience Private Wealth LLC Has $2.06 Million Stock Position in Vanguard Tax-Exempt Bond ETF $VTEB

Surience Private Wealth LLC increased its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 629.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Rapid7 (NASDAQ:RPD) Issues FY 2026 Earnings Guidance

Rapid7 (NASDAQ:RPD) Issues FY 2026 Earnings Guidance

Rapid7 (NASDAQ:RPD – Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 1.520-1.600 for the period, compared to the consensus earnings per share... More of this article »
Image for Fiduciary Alliance LLC Increases Stock Position in PIMCO Multi Sector Bond Active ETF $PYLD

Fiduciary Alliance LLC Increases Stock Position in PIMCO Multi Sector Bond Active ETF $PYLD

Fiduciary Alliance LLC raised its stake in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 34.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Ritholtz Wealth Management Has $5.75 Million Stake in Medtronic PLC $MDT

Ritholtz Wealth Management Has $5.75 Million Stake in Medtronic PLC $MDT

Ritholtz Wealth Management lowered its position in Medtronic PLC (NYSE:MDT – Free Report) by 10.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for CENTRAL TRUST Co Reduces Stock Holdings in Invesco QQQ $QQQ

CENTRAL TRUST Co Reduces Stock Holdings in Invesco QQQ $QQQ

CENTRAL TRUST Co lowered its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 12.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 21,787 shares of the exchange traded fund’s stock after... More of this article »
Image for Tanager Wealth Management LLP Purchases 30,316 Shares of iShares Core MSCI Europe ETF $IEUR

Tanager Wealth Management LLP Purchases 30,316 Shares of iShares Core MSCI Europe ETF $IEUR

Tanager Wealth Management LLP lifted its position in shares of iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 24.6% in the first quarter, Holdings Channel reports. The institutional investor owned 153,598 shares... More of this article »
Image for Krilogy Financial LLC Has $2.17 Million Holdings in NextEra Energy, Inc. $NEE

Krilogy Financial LLC Has $2.17 Million Holdings in NextEra Energy, Inc. $NEE

Krilogy Financial LLC increased its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 40.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Advanced Micro Devices, Inc. $AMD Stake Decreased by Krilogy Financial LLC

Advanced Micro Devices, Inc. $AMD Stake Decreased by Krilogy Financial LLC

Krilogy Financial LLC cut its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 6.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for RFG Advisory LLC Has $25.74 Million Stock Position in Invesco NASDAQ 100 ETF $QQQM

RFG Advisory LLC Has $25.74 Million Stock Position in Invesco NASDAQ 100 ETF $QQQM

RFG Advisory LLC lowered its position in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 6.9% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Alphabet Inc. $GOOGL is Fisher Funds Management LTD’s 3rd Largest Position

Alphabet Inc. $GOOGL is Fisher Funds Management LTD’s 3rd Largest Position

Fisher Funds Management LTD cut its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 17.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Sprott Junior Uranium Miners ETF $URNJ Shares Bought by One Plus One Wealth Management LLC

Sprott Junior Uranium Miners ETF $URNJ Shares Bought by One Plus One Wealth Management LLC

One Plus One Wealth Management LLC raised its holdings in Sprott Junior Uranium Miners ETF (NASDAQ:URNJ – Free Report) by 132.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for A.P. Moller-Maersk (OTCMKTS:AMKBY) Shares Gap Up   – Still a Buy?

A.P. Moller-Maersk (OTCMKTS:AMKBY) Shares Gap Up – Still a Buy?

A.P. Moller-Maersk (OTCMKTS:AMKBY – Get Free Report)’s share price gapped up prior to trading on Tuesday . The stock had previously closed at $11.72, but opened at $12.20. A.P. Moller-Maersk shares last traded at $12.23,... More of this article »
Image for Zeta Global (NYSE:ZETA) Upgraded by The Goldman Sachs Group to Hold Rating

Zeta Global (NYSE:ZETA) Upgraded by The Goldman Sachs Group to Hold Rating

The Goldman Sachs Group upgraded shares of Zeta Global (NYSE:ZETA – Free Report) to a hold rating in a research report released on Tuesday morning,Zacks.com reports. Other equities research analysts have also issued reports about... More of this article »
Image for Live Oak Private Wealth LLC Acquires 70,719 Shares of Dimensional US Core Equity Market ETF $DFAU

Live Oak Private Wealth LLC Acquires 70,719 Shares of Dimensional US Core Equity Market ETF $DFAU

Live Oak Private Wealth LLC increased its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 21.3% during the first quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Global Financial Private Client LLC Buys 2,209 Shares of Palo Alto Networks, Inc. $PANW

Global Financial Private Client LLC Buys 2,209 Shares of Palo Alto Networks, Inc. $PANW

Global Financial Private Client LLC grew its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 38.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Fifth Third Wealth Advisors LLC Has $7.22 Million Stake in Intuitive Surgical, Inc. $ISRG

Fifth Third Wealth Advisors LLC Has $7.22 Million Stake in Intuitive Surgical, Inc. $ISRG

Fifth Third Wealth Advisors LLC lifted its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 28.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 15,672... More of this article »
Image for Oak Family Advisors LLC Has $1.93 Million Stake in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

Oak Family Advisors LLC Has $1.93 Million Stake in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

Oak Family Advisors LLC raised its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 624.1% in the first quarter, according to its most recent Form 13F filing with the... More of this article »
Image for SPDR Portfolio S&P 500 Value ETF $SPYV Shares Sold by RFG Advisory LLC

SPDR Portfolio S&P 500 Value ETF $SPYV Shares Sold by RFG Advisory LLC

RFG Advisory LLC lowered its position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 17.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for RFG Advisory LLC Buys 76,712 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

RFG Advisory LLC Buys 76,712 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

RFG Advisory LLC lifted its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 23.7% 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 First American Bank Has $14.13 Million Holdings in Thermo Fisher Scientific Inc. $TMO

First American Bank Has $14.13 Million Holdings in Thermo Fisher Scientific Inc. $TMO

First American Bank cut its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 6.0% during the first quarter, Holdings Channel reports. The fund owned 28,745 shares of the medical research company’s... More of this article »
Image for Silver Oak Securities Incorporated Has $5.34 Million Position in Vanguard Mega Cap Growth ETF $MGK

Silver Oak Securities Incorporated Has $5.34 Million Position in Vanguard Mega Cap Growth ETF $MGK

Silver Oak Securities Incorporated lowered its stake in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 33.7% in the first quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Zacks Research Downgrades Fast Retailing (OTCMKTS:FRCOY) to Hold

Zacks Research Downgrades Fast Retailing (OTCMKTS:FRCOY) to Hold

Fast Retailing (OTCMKTS:FRCOY – Get Free Report) was downgraded by research analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research report issued on Tuesday,Zacks.com reports. A... More of this article »
Image for Zacks Research Downgrades Universal Insurance (NYSE:UVE) to Hold

Zacks Research Downgrades Universal Insurance (NYSE:UVE) to Hold

Universal Insurance (NYSE:UVE – Get Free Report) was downgraded by research analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research note issued on Tuesday,Zacks.com reports. Several... More of this article »
Image for Cathay General Bancorp (NASDAQ:CATY) Raised to “Strong-Buy” at Zacks Research

Cathay General Bancorp (NASDAQ:CATY) Raised to “Strong-Buy” at Zacks Research

Cathay General Bancorp (NASDAQ:CATY – Get Free Report) was upgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients... More of this article »
Image for Neurocrine Biosciences (NASDAQ:NBIX) Upgraded by Zacks Research to Strong-Buy Rating

Neurocrine Biosciences (NASDAQ:NBIX) Upgraded by Zacks Research to Strong-Buy Rating

Neurocrine Biosciences (NASDAQ:NBIX – Get Free Report) was upgraded by investment 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 »
Image for Krilogy Financial LLC Makes New Investment in Guardant Health, Inc. $GH

Krilogy Financial LLC Makes New Investment in Guardant Health, Inc. $GH

Krilogy Financial LLC purchased a new position in Guardant Health, Inc. (NASDAQ:GH – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Silver Oak Securities Incorporated Buys New Stake in Capital Group Global Growth Equity ETF $CGGO

Silver Oak Securities Incorporated Buys New Stake in Capital Group Global Growth Equity ETF $CGGO

Silver Oak Securities Incorporated bought a new stake in Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Jan Pinkas Sells 1,288 Shares of Crescent Biopharma (NASDAQ:CBIO) Stock

Jan Pinkas Sells 1,288 Shares of Crescent Biopharma (NASDAQ:CBIO) Stock

Crescent Biopharma, Inc. (NASDAQ:CBIO – Get Free Report) insider Jan Pinkas sold 1,288 shares of the stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $17.99, for a total value of $23,171.12.... More of this article »
Image for Vinci Compass Investments (NASDAQ:VINP) Insider Sells $36,847.84 in Stock

Vinci Compass Investments (NASDAQ:VINP) Insider Sells $36,847.84 in Stock

Vinci Compass Investments Ltd. (NASDAQ:VINP – Get Free Report) insider Bruno Augusto Sacchi Zaremba sold 3,496 shares of Vinci Compass Investments stock in a transaction on Wednesday, June 17th. The shares were sold at an average... More of this article »
Image for Ardent Health, Inc. (NYSE:ARDT) Receives $14.21 Consensus Target Price from Analysts

Ardent Health, Inc. (NYSE:ARDT) Receives $14.21 Consensus Target Price from Analysts

Ardent Health, Inc. (NYSE:ARDT – Get Free Report) has received an average rating of “Hold” from the fourteen research firms that are currently covering the company, MarketBeat reports. Two investment analysts have... More of this article »
Image for Park Edge Advisors LLC Increases Stock Position in Simplify Currency Strategy ETF $FOXY

Park Edge Advisors LLC Increases Stock Position in Simplify Currency Strategy ETF $FOXY

Park Edge Advisors LLC raised its stake in shares of Simplify Currency Strategy ETF (NYSEARCA:FOXY – Free Report) by 65.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for RFG Advisory LLC Boosts Stake in Vanguard Small-Cap Value ETF $VBR

RFG Advisory LLC Boosts Stake in Vanguard Small-Cap Value ETF $VBR

RFG Advisory LLC raised its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 32.8% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Financial Contrast: American Axle & Manufacturing (NYSE:DCH) versus Fox Factory (NASDAQ:FOXXW)

Financial Contrast: American Axle & Manufacturing (NYSE:DCH) versus Fox Factory (NASDAQ:FOXXW)

American Axle & Manufacturing (NYSE:DCH – Get Free Report) and Fox Factory (NASDAQ:FOXXW – Get Free Report) are both auto/tires/trucks companies, but which is the superior stock? We will contrast the two companies... More of this article »
Image for Doman Building Materials Group Ltd. (TSE:DBM) Receives C$12.21 Average Price Target from Analysts

Doman Building Materials Group Ltd. (TSE:DBM) Receives C$12.21 Average Price Target from Analysts

Shares of Doman Building Materials Group Ltd. (TSE:DBM – Get Free Report) have earned an average rating of “Buy” from the six ratings firms that are presently covering the firm, MarketBeat Ratings reports. Five research... More of this article »
Image for Comparing Aquestive Therapeutics (NASDAQ:AQST) and Verrica Pharmaceuticals (NASDAQ:VRCA)

Comparing Aquestive Therapeutics (NASDAQ:AQST) and Verrica Pharmaceuticals (NASDAQ:VRCA)

Aquestive Therapeutics (NASDAQ:AQST – Get Free Report) and Verrica Pharmaceuticals (NASDAQ:VRCA – Get Free Report) are both small-cap medical companies, but which is the superior business? We will contrast the two companies... More of this article »
Image for Trainline Plc (LON:TRN) Given Average Rating of “Moderate Buy” by Brokerages

Trainline Plc (LON:TRN) Given Average Rating of “Moderate Buy” by Brokerages

Shares of Trainline Plc (LON:TRN – Get Free Report) have received an average rating of “Moderate Buy” from the seven analysts that are covering the stock, Marketbeat Ratings reports. One equities research analyst... More of this article »
Image for Rockefeller Capital Management L.P. Buys 110,505 Shares of Vanguard Total International Bond ETF $BNDX

Rockefeller Capital Management L.P. Buys 110,505 Shares of Vanguard Total International Bond ETF $BNDX

Rockefeller Capital Management L.P. raised its stake in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 67.9% during the fourth quarter, HoldingsChannel.com reports. The fund owned 273,307 shares of the... More of this article »
Image for iShares S&P 500 Value ETF $IVE is Greenup Street Wealth Management LLC’s 6th Largest Position

iShares S&P 500 Value ETF $IVE is Greenup Street Wealth Management LLC’s 6th Largest Position

Greenup Street Wealth Management LLC lifted its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 4.5% during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Signal Advisors Wealth LLC Invests $703,000 in CBRE Group, Inc. $CBRE

Signal Advisors Wealth LLC Invests $703,000 in CBRE Group, Inc. $CBRE

Signal Advisors Wealth LLC bought a new stake in CBRE Group, Inc. (NYSE:CBRE – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Brokerages Set Nkarta, Inc. (NASDAQ:NKTX) Price Target at $10.75

Brokerages Set Nkarta, Inc. (NASDAQ:NKTX) Price Target at $10.75

Shares of Nkarta, Inc. (NASDAQ:NKTX – Get Free Report) have earned an average recommendation of “Moderate Buy” from the six analysts that are presently covering the company, Marketbeat Ratings reports. One investment... More of this article »
Image for iShares Semiconductor ETF $SOXX Stake Raised by SG Americas Securities LLC

iShares Semiconductor ETF $SOXX Stake Raised by SG Americas Securities LLC

SG Americas Securities LLC raised its holdings in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 194.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Insider Selling: Westwood Holdings Group (NYSE:WHG) Director Sells $28,424.15 in Stock

Insider Selling: Westwood Holdings Group (NYSE:WHG) Director Sells $28,424.15 in Stock

Westwood Holdings Group Inc (NYSE:WHG – Get Free Report) Director Susan Byrne sold 1,549 shares of the company’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $18.35,... More of this article »
Image for Rockefeller Capital Management L.P. Sells 4,791 Shares of Canadian National Railway Company $CNI

Rockefeller Capital Management L.P. Sells 4,791 Shares of Canadian National Railway Company $CNI

Rockefeller Capital Management L.P. reduced its holdings in shares of Canadian National Railway Company (NYSE:CNI – Free Report) (TSE:CNR) by 4.2% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for OP Asset Management Ltd Invests $11.26 Million in The Travelers Companies, Inc. $TRV

OP Asset Management Ltd Invests $11.26 Million in The Travelers Companies, Inc. $TRV

OP Asset Management Ltd purchased a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 38,605 shares... More of this article »
Image for OP Asset Management Ltd Takes $12.45 Million Position in Danaher Corporation $DHR

OP Asset Management Ltd Takes $12.45 Million Position in Danaher Corporation $DHR

OP Asset Management Ltd acquired a new position in shares of Danaher Corporation (NYSE:DHR – Free Report) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor acquired 65,687... More of this article »
Image for Hsbc Holdings PLC Has $23.53 Million Holdings in Southern Copper Corporation $SCCO

Hsbc Holdings PLC Has $23.53 Million Holdings in Southern Copper Corporation $SCCO

Hsbc Holdings PLC trimmed its holdings in shares of Southern Copper Corporation (NYSE:SCCO – Free Report) by 29.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Image for Hsbc Holdings PLC Grows Stock Position in Global Net Lease, Inc. $GNL

Hsbc Holdings PLC Grows Stock Position in Global Net Lease, Inc. $GNL

Hsbc Holdings PLC increased its stake in shares of Global Net Lease, Inc. (NYSE:GNL – Free Report) by 14.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Jennifer Michele Pickering Sells 2,500 Shares of Espey Mfg. & Electronics (NYSEAMERICAN:ESP) Stock

Jennifer Michele Pickering Sells 2,500 Shares of Espey Mfg. & Electronics (NYSEAMERICAN:ESP) Stock

Espey Mfg. & Electronics Corp. (NYSEAMERICAN:ESP – Get Free Report) insider Jennifer Michele Pickering sold 2,500 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were sold at an average... More of this article »
Image for Factor Wealth Management LTD Acquires 242,447 Shares of Dimensional US Small Cap Value ETF $DFSV

Factor Wealth Management LTD Acquires 242,447 Shares of Dimensional US Small Cap Value ETF $DFSV

Factor Wealth Management LTD increased its holdings in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 229.7% in the 1st quarter, Holdings Channel reports. The fund owned 348,003 shares of the company’s... More of this article »
Image for Adobe Inc. $ADBE Shares Acquired by BTC Capital Management Inc.

Adobe Inc. $ADBE Shares Acquired by BTC Capital Management Inc.

BTC Capital Management Inc. grew its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 47.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »