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Janney Montgomery Scott LLC Sells 35,543 Shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT)
Janney Montgomery Scott LLC lessened its position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 2.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Sagespring Wealth Partners LLC Boosts Stock Holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Sagespring Wealth Partners LLC grew its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 10.9% during the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Chubb Limited (NYSE:CB) Stock Position Raised by Cyndeo Wealth Partners LLC
Cyndeo Wealth Partners LLC raised its position in shares of Chubb Limited (NYSE:CB – Free Report) by 37.7% in the first quarter, Holdings Channel reports. The firm owned 26,340 shares of the financial services provider’s... More of this article »
Claris Advisors LLC MO Has $552,000 Stock Holdings in The Boeing Company (NYSE:BA)
Claris Advisors LLC MO increased its position in shares of The Boeing Company (NYSE:BA – Free Report) by 56.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Visa Inc. (NYSE:V) Position Lessened by Mn Services Vermogensbeheer B.V.
Mn Services Vermogensbeheer B.V. trimmed its stake in shares of Visa Inc. (NYSE:V – Free Report) by 7.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Great Lakes Retirement Inc. Grows Holdings in PepsiCo, Inc. (NASDAQ:PEP)
Great Lakes Retirement Inc. lifted its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.4% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 8,669 shares of the company’s... More of this article »
SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) Shares Acquired by Precedent Wealth Partners LLC
Precedent Wealth Partners LLC lifted its position in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 7.8% during the first quarter, according to its most recent 13F filing with the Securities and... More of this article »
Prologis, Inc. (NYSE:PLD) Shares Acquired by Community Trust & Investment Co.
Community Trust & Investment Co. raised its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 0.8% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 70,488 shares of the real... More of this article »
Lorne Steinberg Wealth Management Inc. Lowers Stock Holdings in Morgan Stanley (NYSE:MS)
Lorne Steinberg Wealth Management Inc. trimmed its position in Morgan Stanley (NYSE:MS – Free Report) by 0.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
iShares California Muni Bond ETF (NYSEARCA:CMF) Stake Lessened by Adero Partners LLC
Adero Partners LLC cut its stake in iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 36.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
1900 Wealth Management LLC Cuts Position in Schwab US Large-Cap ETF (NYSEARCA:SCHX)
1900 Wealth Management LLC trimmed its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 1.0% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Truist Financial Initiates Coverage on DexCom (NASDAQ:DXCM)
Research analysts at Truist Financial assumed coverage on shares of DexCom (NASDAQ:DXCM – Get Free Report) in a research report issued to clients and investors on Monday,Briefing.com Automated Import reports. The firm set a “buy”... More of this article »
Entergy Corporation (NYSE:ETR) Shares Sold by QRG Capital Management Inc.
QRG Capital Management Inc. lessened its stake in Entergy Corporation (NYSE:ETR – Free Report) by 20.3% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Insider Selling: Atlassian Co. (NASDAQ:TEAM) Director Sells $1,529,550.75 in Stock
Atlassian Co. (NASDAQ:TEAM – Get Free Report) Director Scott Farquhar sold 7,665 shares of the stock in a transaction on Thursday, June 12th. The stock was sold at an average price of $199.55, for a total value of $1,529,550.75.... More of this article »
Trust Point Inc. Sells 5,290 Shares of Tractor Supply (NASDAQ:TSCO)
Trust Point Inc. trimmed its position in Tractor Supply (NASDAQ:TSCO – Free Report) by 12.6% in the first quarter, according to its most recent filing with the SEC. The fund owned 36,594 shares of the specialty retailer’s... More of this article »
Lockheed Martin Co. (NYSE:LMT) Shares Sold by Sound Income Strategies LLC
Sound Income Strategies LLC lowered its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 4.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Vertiv Holdings Co (NYSE:VRT) Shares Acquired by Mason & Associates Inc
Mason & Associates Inc increased its holdings in shares of Vertiv Holdings Co (NYSE:VRT – Free Report) by 7.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Adero Partners LLC Sells 2,380 Shares of Dynatrace, Inc. (NYSE:DT)
Adero Partners LLC lowered its holdings in shares of Dynatrace, Inc. (NYSE:DT – Free Report) by 1.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 164,515 shares of the... More of this article »
Promising Streaming Stocks Worth Watching – June 13th
NVIDIA, AppLovin, Walt Disney, Spotify Technology, Comcast, Trade Desk, and Warner Bros. Discovery are the seven Streaming stocks to watch today, according to MarketBeat’s stock screener tool. Streaming stocks are shares of... More of this article »
iShares MSCI EAFE ETF (NYSEARCA:EFA) Stake Lowered by Mission Wealth Management LP
Mission Wealth Management LP reduced its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 3.1% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
M.E. Allison & CO. Inc. Invests $349,000 in Newmont Co. (NYSE:NEM)
M.E. Allison & CO. Inc. purchased a new stake in Newmont Co. (NYSE:NEM – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Precedent Wealth Partners LLC Purchases 785 Shares of Air Products and Chemicals, Inc. (NYSE:APD)
Precedent Wealth Partners LLC grew its stake in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 25.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Northstar Group Inc. Grows Holdings in Pfizer Inc. (NYSE:PFE)
Northstar Group Inc. increased its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 3.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Murphy Pohlad Asset Management LLC Has $2.92 Million Holdings in Nutrien Ltd. (NYSE:NTR)
Murphy Pohlad Asset Management LLC increased its stake in shares of Nutrien Ltd. (NYSE:NTR – Free Report) by 9.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 58,799... More of this article »
Carlton Hofferkamp & Jenks Wealth Management LLC Has $981,000 Holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)
Carlton Hofferkamp & Jenks Wealth Management LLC grew its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 20.9% in the 1st quarter, according to the company in its most recent... More of this article »
The Williams Companies, Inc. (NYSE:WMB) Stake Lowered by Great Lakes Retirement Inc.
Great Lakes Retirement Inc. trimmed its stake in shares of The Williams Companies, Inc. (NYSE:WMB – Free Report) by 35.9% during the first quarter, Holdings Channel reports. The firm owned 146,107 shares of the pipeline company’s... More of this article »
FNY Investment Advisers LLC Has $761,000 Holdings in Ginkgo Bioworks Holdings, Inc. (NYSE:DNA)
FNY Investment Advisers LLC grew its position in Ginkgo Bioworks Holdings, Inc. (NYSE:DNA – Free Report) by 75.9% during the 1st quarter, HoldingsChannel.com reports. The firm owned 133,591 shares of the company’s stock... More of this article »
Mason & Associates Inc Buys 1,631 Shares of SPDR S&P Emerging Markets SmallCap ETF (NYSEARCA:EWX)
Mason & Associates Inc boosted its stake in shares of SPDR S&P Emerging Markets SmallCap ETF (NYSEARCA:EWX – Free Report) by 3.9% in the first quarter, according to its most recent 13F filing with the Securities and... More of this article »
Good Life Advisors LLC Sells 234 Shares of International Business Machines Co. (NYSE:IBM)
Good Life Advisors LLC reduced its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 2.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Community Trust & Investment Co. Purchases 2,194 Shares of IQVIA Holdings Inc. (NYSE:IQV)
Community Trust & Investment Co. boosted its position in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 2.8% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 79,434 shares... More of this article »
Community Trust & Investment Co. Grows Stock Holdings in The AES Co. (NYSE:AES)
Community Trust & Investment Co. lifted its position in The AES Co. (NYSE:AES – Free Report) by 37.4% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 291,418 shares of the utilities... More of this article »
Signature Wealth Management Group Raises Stock Holdings in Capital Group Dividend Value ETF (NYSEARCA:CGDV)
Signature Wealth Management Group boosted its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 5.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
FNY Investment Advisers LLC Has $249,000 Stake in Hess Co. (NYSE:HES)
FNY Investment Advisers LLC reduced its position in shares of Hess Co. (NYSE:HES – Free Report) by 7.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
FNY Investment Advisers LLC Acquires New Position in Braze, Inc. (NASDAQ:BRZE)
FNY Investment Advisers LLC bought a new stake in Braze, Inc. (NASDAQ:BRZE – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
ReNew Energy Global Plc (NASDAQ:RNW) Shares Purchased by FNY Investment Advisers LLC
FNY Investment Advisers LLC raised its stake in shares of ReNew Energy Global Plc (NASDAQ:RNW – Free Report) by 42.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
FNY Investment Advisers LLC Acquires 13,924 Shares of Sable Offshore Corp. (NYSE:SOC)
FNY Investment Advisers LLC grew its holdings in shares of Sable Offshore Corp. (NYSE:SOC – Free Report) by 1,190.1% during the first quarter, Holdings Channel reports. The firm owned 15,094 shares of the company’s stock... More of this article »
Columbus Macro LLC Sells 210 Shares of M&T Bank Co. (NYSE:MTB)
Columbus Macro LLC cut its stake in shares of M&T Bank Co. (NYSE:MTB – Free Report) by 1.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
FARMERS & MERCHANTS TRUST Co OF LONG BEACH Sells 1,845 Shares of Shell plc (NYSE:SHEL)
FARMERS & MERCHANTS TRUST Co OF LONG BEACH reduced its position in shares of Shell plc (NYSE:SHEL – Free Report) by 19.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Pflug Koory LLC Sells 517 Shares of The Boeing Company (NYSE:BA)
Pflug Koory LLC reduced its position in The Boeing Company (NYSE:BA – Free Report) by 20.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,039 shares of the aircraft... More of this article »
Montecito Bank & Trust Sells 193 Shares of iShares U.S. Technology ETF (NYSEARCA:IYW)
Montecito Bank & Trust lessened its stake in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 0.7% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Acropolis Investment Management LLC Cuts Position in RTX Co. (NYSE:RTX)
Acropolis Investment Management LLC cut its stake in RTX Co. (NYSE:RTX – Free Report) by 1.7% during the first quarter, HoldingsChannel reports. The fund owned 5,146 shares of the company’s stock after selling 88 shares... More of this article »
Traphagen Investment Advisors LLC Lowers Stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)
Traphagen Investment Advisors LLC lowered its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 8.8% in the first quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG) Shares Acquired by Precedent Wealth Partners LLC
Precedent Wealth Partners LLC boosted its stake in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 31.9% in the first quarter, HoldingsChannel reports. The firm owned 221,824 shares of the company’s... More of this article »
Shikiar Asset Management Inc. Sells 23,365 Shares of Incyte Co. (NASDAQ:INCY)
Shikiar Asset Management Inc. reduced its position in Incyte Co. (NASDAQ:INCY – Free Report) by 14.5% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 138,325 shares of the biopharmaceutical... More of this article »
Murphy Pohlad Asset Management LLC Reduces Position in Willis Towers Watson Public Limited (NASDAQ:WTW)
Murphy Pohlad Asset Management LLC trimmed its position in shares of Willis Towers Watson Public Limited (NASDAQ:WTW – Free Report) by 1.1% during the 1st quarter, according to its most recent 13F filing with the Securities... More of this article »
Murphy Pohlad Asset Management LLC Has $6.37 Million Stock Holdings in Agnico Eagle Mines Limited (NYSE:AEM)
Murphy Pohlad Asset Management LLC lessened its stake in Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 0.3% during the first quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Short Interest in Direxion HCM Tactical Enhanced U.S. ETF (NYSEARCA:HCMT) Declines By 58.9%
Direxion HCM Tactical Enhanced U.S. ETF (NYSEARCA:HCMT – Get Free Report) was the recipient of a significant decline in short interest during the month of May. As of May 31st, there was short interest totalling 38,100 shares,... More of this article »
Crane Advisory LLC Raises Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Crane Advisory LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.0% in the first quarter, Holdings Channel reports. The institutional investor owned 142,748 shares of the... More of this article »