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Image for Compound Planning Inc. Grows Stock Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Compound Planning Inc. Grows Stock Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

Compound Planning Inc. lifted its holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 10.2% in the fourth quarter, Holdings Channel reports. The fund owned 367,123 shares of the company’s stock after... More of this article »
Image for 110,000 Shares in MESHU $MESHU Purchased by Lineage Point Capital LP

110,000 Shares in MESHU $MESHU Purchased by Lineage Point Capital LP

Lineage Point Capital LP bought a new stake in shares of MESHU (NASDAQ:MESHU – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Walser Wealth Management Company A Ltd Liability Co Makes New $882,000 Investment in Freeport-McMoRan Inc. $FCX

Walser Wealth Management Company A Ltd Liability Co Makes New $882,000 Investment in Freeport-McMoRan Inc. $FCX

Walser Wealth Management Company A Ltd Liability Co purchased a new position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Walser Wealth Management Company A Ltd Liability Co Purchases New Holdings in iShares MSCI USA Momentum Factor ETF $MTUM

Walser Wealth Management Company A Ltd Liability Co Purchases New Holdings in iShares MSCI USA Momentum Factor ETF $MTUM

Walser Wealth Management Company A Ltd Liability Co acquired a new position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) during the 4th quarter, according to the company in its most recent Form... More of this article »
Image for MV Capital Management Inc. Takes Position in Costco Wholesale Corporation $COST

MV Capital Management Inc. Takes Position in Costco Wholesale Corporation $COST

MV Capital Management Inc. purchased a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for 11,570 Shares in Pinnacle Financial Partners, Inc. $PNFP Bought by MV Capital Management Inc.

11,570 Shares in Pinnacle Financial Partners, Inc. $PNFP Bought by MV Capital Management Inc.

MV Capital Management Inc. purchased a new position in shares of Pinnacle Financial Partners, Inc. (NYSE:PNFP – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Seven Fleet Capital Management LP Buys New Stake in KalVista Pharmaceuticals, Inc. $KALV

Seven Fleet Capital Management LP Buys New Stake in KalVista Pharmaceuticals, Inc. $KALV

Seven Fleet Capital Management LP purchased a new position in shares of KalVista Pharmaceuticals, Inc. (NASDAQ:KALV – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Equinix, Inc. $EQIX Shares Bought by Groupama Asset Managment

Equinix, Inc. $EQIX Shares Bought by Groupama Asset Managment

Groupama Asset Managment grew its holdings in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) by 4.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Orla Mining Ltd. $ORLA Shares Bought by Groupama Asset Managment

Orla Mining Ltd. $ORLA Shares Bought by Groupama Asset Managment

Groupama Asset Managment increased its holdings in shares of Orla Mining Ltd. (NYSEAMERICAN:ORLA – Free Report) by 38.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Wick Capital Partners LLC Acquires Shares of 26,169 Citizens Financial Group, Inc. $CFG

Wick Capital Partners LLC Acquires Shares of 26,169 Citizens Financial Group, Inc. $CFG

Wick Capital Partners LLC bought a new position in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 26,169 shares of the bank’s stock, valued... More of this article »
Image for WealthPoint Financial LLC Makes New $1.06 Million Investment in iShares 10-20 Year Treasury Bond ETF $TLH

WealthPoint Financial LLC Makes New $1.06 Million Investment in iShares 10-20 Year Treasury Bond ETF $TLH

WealthPoint Financial LLC bought a new stake in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought... More of this article »
Image for Talisman Wealth Advisors LLC Has $10.06 Million Stock Holdings in iShares Core Dividend Growth ETF $DGRO

Talisman Wealth Advisors LLC Has $10.06 Million Stock Holdings in iShares Core Dividend Growth ETF $DGRO

Talisman Wealth Advisors LLC grew its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 24.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 149,637 shares... More of this article »
Image for Larch Capital Partners LLC Makes New Investment in Vanguard Emerging Markets Government Bond ETF $VWOB

Larch Capital Partners LLC Makes New Investment in Vanguard Emerging Markets Government Bond ETF $VWOB

Larch Capital Partners LLC bought a new stake in shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for CocaCola Company (The) $KO Stock Position Increased by Invesco Ltd.

CocaCola Company (The) $KO Stock Position Increased by Invesco Ltd.

Invesco Ltd. increased its position in CocaCola Company (The) (NYSE:KO – Free Report) by 6.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Compass Financial Services Inc Boosts Stake in Invesco S&P 500 Momentum ETF $SPMO

Compass Financial Services Inc Boosts Stake in Invesco S&P 500 Momentum ETF $SPMO

Compass Financial Services Inc boosted its position in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 5.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for GFI Investment Counsel Ltd. Sells 3,181 Shares of Roper Technologies, Inc. $ROP

GFI Investment Counsel Ltd. Sells 3,181 Shares of Roper Technologies, Inc. $ROP

GFI Investment Counsel Ltd. reduced its position in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Groupama Asset Managment Cuts Stake in EOG Resources, Inc. $EOG

Groupama Asset Managment Cuts Stake in EOG Resources, Inc. $EOG

Groupama Asset Managment lessened its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 20.2% in the 4th quarter, Holdings Channel.com reports. The firm owned 29,130 shares of the energy exploration company’s stock... More of this article »
Image for OakTrust Wealth Advisors LLC Buys New Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

OakTrust Wealth Advisors LLC Buys New Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV

OakTrust Wealth Advisors LLC acquired a new position in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for OakTrust Wealth Advisors LLC Makes New Investment in SPDR Gold MiniShares Trust $GLDM

OakTrust Wealth Advisors LLC Makes New Investment in SPDR Gold MiniShares Trust $GLDM

OakTrust Wealth Advisors LLC bought a new position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Coastline Complete Wealth LLC Takes $2.39 Million Position in Schwab US Large-Cap ETF $SCHX

Coastline Complete Wealth LLC Takes $2.39 Million Position in Schwab US Large-Cap ETF $SCHX

Coastline Complete Wealth LLC acquired a new position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Microsoft Corporation $MSFT Position Boosted by Corient Private Wealth LLC

Microsoft Corporation $MSFT Position Boosted by Corient Private Wealth LLC

Corient Private Wealth LLC boosted its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 234.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Evansbrook LLC Purchases New Position in Parker-Hannifin Corporation $PH

Evansbrook LLC Purchases New Position in Parker-Hannifin Corporation $PH

Evansbrook LLC acquired a new position in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Lineage Point Capital LP Invests $9.49 Million in Apex Technology Acquisition Co. $APXT

Lineage Point Capital LP Invests $9.49 Million in Apex Technology Acquisition Co. $APXT

Lineage Point Capital LP acquired a new position in Apex Technology Acquisition Co. (NASDAQ:APXT – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 960,000 shares of the company’s stock,... More of this article »
Image for TD Capital Management LLC Purchases 63,310 Shares of JPMorgan Short Duration Core Plus ETF $JSCP

TD Capital Management LLC Purchases 63,310 Shares of JPMorgan Short Duration Core Plus ETF $JSCP

TD Capital Management LLC lifted its position in JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Free Report) by 29.2% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 280,323 shares... More of this article »
Image for Julie Mchugh Sells 21,571 Shares of Ironwood Pharmaceuticals (NASDAQ:IRWD) Stock

Julie Mchugh Sells 21,571 Shares of Ironwood Pharmaceuticals (NASDAQ:IRWD) Stock

Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD – Get Free Report) Director Julie Mchugh sold 21,571 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $3.73, for... More of this article »
Image for Andrew Briggs Sells 3,000 Shares of Farmers & Merchants Bancorp (NASDAQ:FMAO) Stock

Andrew Briggs Sells 3,000 Shares of Farmers & Merchants Bancorp (NASDAQ:FMAO) Stock

Farmers & Merchants Bancorp Inc. (NASDAQ:FMAO – Get Free Report) Director Andrew Briggs sold 3,000 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $28.80,... More of this article »
Image for SG Trading Solutions LLC Purchases Shares of 35,772 Deutsche Bank Aktiengesellschaft $DB

SG Trading Solutions LLC Purchases Shares of 35,772 Deutsche Bank Aktiengesellschaft $DB

SG Trading Solutions LLC acquired a new position in Deutsche Bank Aktiengesellschaft (NYSE:DB – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 35,772 shares of the bank’s... More of this article »
Image for Pacer Advisors Inc. Boosts Holdings in eBay Inc. $EBAY

Pacer Advisors Inc. Boosts Holdings in eBay Inc. $EBAY

Pacer Advisors Inc. raised its stake in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 3,248.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,256,975 shares of the e-commerce company’s... More of this article »
Image for Titan Investment Management LLC Makes New $2.73 Million Investment in Fifth Third Bancorp $FITB

Titan Investment Management LLC Makes New $2.73 Million Investment in Fifth Third Bancorp $FITB

Titan Investment Management LLC purchased a new stake in shares of Fifth Third Bancorp (NASDAQ:FITB – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 58,397 shares of the financial services... More of this article »
Image for Pacer Advisors Inc. Increases Stock Position in NVR, Inc. $NVR

Pacer Advisors Inc. Increases Stock Position in NVR, Inc. $NVR

Pacer Advisors Inc. raised its stake in NVR, Inc. (NYSE:NVR – Free Report) by 3.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Braiin (NASDAQ:BRAI) Shares Gap Up  on Analyst Upgrade

Braiin (NASDAQ:BRAI) Shares Gap Up on Analyst Upgrade

Braiin Ltd (NASDAQ:BRAI – Get Free Report) shares gapped up prior to trading on Wednesday after Zacks Research upgraded the stock to a hold rating. The stock had previously closed at $7.49, but opened at $9.40. Braiin shares... More of this article »
Image for Amdocs (NASDAQ:DOX) Reaches New 52-Week Low  – Should You Sell?

Amdocs (NASDAQ:DOX) Reaches New 52-Week Low – Should You Sell?

Amdocs Limited (NASDAQ:DOX – Get Free Report) reached a new 52-week low on Wednesday . The company traded as low as $55.11 and last traded at $56.34, with a volume of 44284 shares changing hands. The stock had previously closed... More of this article »
Image for River Road Asset Management LLC Sells 57,779 Shares of GXO Logistics, Inc. $GXO

River Road Asset Management LLC Sells 57,779 Shares of GXO Logistics, Inc. $GXO

River Road Asset Management LLC lessened its position in shares of GXO Logistics, Inc. (NYSE:GXO – Free Report) by 1.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for 81,210 Shares in Nomura Holdings Inc ADR $NMR Bought by SG Trading Solutions LLC

81,210 Shares in Nomura Holdings Inc ADR $NMR Bought by SG Trading Solutions LLC

SG Trading Solutions LLC acquired a new stake in shares of Nomura Holdings Inc ADR (NYSE:NMR – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for River Road Asset Management LLC Has $204.27 Million Stock Position in Murphy USA Inc. $MUSA

River Road Asset Management LLC Has $204.27 Million Stock Position in Murphy USA Inc. $MUSA

River Road Asset Management LLC grew its stake in Murphy USA Inc. (NYSE:MUSA – Free Report) by 1.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 506,214 shares of the specialty retailer’s stock after... More of this article »
Image for Sunbelt Securities Inc. Decreases Position in Schwab US Dividend Equity ETF $SCHD

Sunbelt Securities Inc. Decreases Position in Schwab US Dividend Equity ETF $SCHD

Sunbelt Securities Inc. decreased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 46.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Brokerages Set Sila Realty Trust, Inc. (NYSE:SILA) PT at $29.00

Brokerages Set Sila Realty Trust, Inc. (NYSE:SILA) PT at $29.00

Sila Realty Trust, Inc. (NYSE:SILA – Get Free Report) has been assigned an average rating of “Hold” from the six analysts that are currently covering the company, Marketbeat Ratings reports. Five equities research... More of this article »
Image for Van Diest Capital LLC Invests $1.90 Million in Amazon.com, Inc. $AMZN

Van Diest Capital LLC Invests $1.90 Million in Amazon.com, Inc. $AMZN

Van Diest Capital LLC purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 8,223 shares... More of this article »
Image for 86,123 Shares in Independence Realty Trust, Inc. $IRT Purchased by TMB Capital Partners LLC

86,123 Shares in Independence Realty Trust, Inc. $IRT Purchased by TMB Capital Partners LLC

TMB Capital Partners LLC acquired a new stake in Independence Realty Trust, Inc. (NYSE:IRT – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired... More of this article »
Image for Corient Private Wealth LLC Has $382.70 Million Stake in iShares Russell 1000 Growth ETF $IWF

Corient Private Wealth LLC Has $382.70 Million Stake in iShares Russell 1000 Growth ETF $IWF

Corient Private Wealth LLC increased its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 13.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Kera Capital Partners Inc. Purchases Shares of 13,822 SPDR Gold MiniShares Trust $GLDM

Kera Capital Partners Inc. Purchases Shares of 13,822 SPDR Gold MiniShares Trust $GLDM

Kera Capital Partners Inc. acquired a new position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 13,822... More of this article »
Image for Kera Capital Partners Inc. Boosts Stock Position in Allison Transmission Holdings, Inc. $ALSN

Kera Capital Partners Inc. Boosts Stock Position in Allison Transmission Holdings, Inc. $ALSN

Kera Capital Partners Inc. raised its holdings in Allison Transmission Holdings, Inc. (NYSE:ALSN – Free Report) by 139.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Cosmic Management LLC Acquires Shares of 7,138,769 Navan, Inc. $NAVN

Cosmic Management LLC Acquires Shares of 7,138,769 Navan, Inc. $NAVN

Cosmic Management LLC bought a new position in shares of Navan, Inc. (NASDAQ:NAVN – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Dime Community Bancshares (NASDAQ:DCOM) Director Sells $575,730.71 in Stock

Dime Community Bancshares (NASDAQ:DCOM) Director Sells $575,730.71 in Stock

Dime Community Bancshares, Inc. (NASDAQ:DCOM – Get Free Report) Director Basswood Capital Management, L sold 14,513 shares of Dime Community Bancshares stock in a transaction on Monday, June 15th. The shares were sold at an average... More of this article »
Image for Brian Christopher Sikora Sells 17,500 Shares of Alliance Laundry (NYSE:ALH) Stock

Brian Christopher Sikora Sells 17,500 Shares of Alliance Laundry (NYSE:ALH) Stock

Alliance Laundry Holdings Inc. (NYSE:ALH – Get Free Report) CAO Brian Christopher Sikora sold 17,500 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $26.15,... More of this article »
Image for T. Rowe Price Investment Management Inc. Increases Position in NiSource, Inc $NI

T. Rowe Price Investment Management Inc. Increases Position in NiSource, Inc $NI

T. Rowe Price Investment Management Inc. grew its position in shares of NiSource, Inc (NYSE:NI – Free Report) by 19.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Social Media Stocks To Consider – June 18th

Social Media Stocks To Consider – June 18th

Strive, Trump Media & Technology Group, and JOYY are the three Social Media stocks to watch today, according to MarketBeat’s stock screener tool. Social media stocks are shares of publicly traded companies whose main business... More of this article »
Image for Cambient Family Office LLC Buys New Position in JPMorgan Municipal ETF $JMUB

Cambient Family Office LLC Buys New Position in JPMorgan Municipal ETF $JMUB

Cambient Family Office LLC purchased a new stake in JPMorgan Municipal ETF (BATS:JMUB – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased... More of this article »
Image for 128,246 Shares in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $XHLF Purchased by Cambient Family Office LLC

128,246 Shares in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF $XHLF Purchased by Cambient Family Office LLC

Cambient Family Office LLC purchased a new position in shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (NYSEARCA:XHLF – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased... More of this article »
Image for Hamilton Wealth LLC Raises Holdings in iShares Global Healthcare ETF $IXJ

Hamilton Wealth LLC Raises Holdings in iShares Global Healthcare ETF $IXJ

Hamilton Wealth LLC raised its stake in iShares Global Healthcare ETF (NYSEARCA:IXJ – Free Report) by 93.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »