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Meta Platforms, Inc. $META Shares Bought by Modern Wealth Management LLC
Modern Wealth Management LLC grew its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 6.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
SummitTX Capital L.P. Acquires 60,506 Shares of CTO Realty Growth, Inc. $CTO
SummitTX Capital L.P. lifted its stake in shares of CTO Realty Growth, Inc. (NYSE:CTO – Free Report) by 56.5% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 167,545 shares of the company’s... More of this article »
Lazard Asset Management LLC Reduces Stock Position in HealthEquity, Inc. $HQY
Lazard Asset Management LLC cut its position in HealthEquity, Inc. (NASDAQ:HQY – Free Report) by 2.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 341,399 shares of the... More of this article »
Saba Capital Management L.P. Takes $916,000 Position in Vera Bradley, Inc. $VRA
Saba Capital Management L.P. purchased a new stake in Vera Bradley, Inc. (NASDAQ:VRA – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Healthcare of Ontario Pension Plan Trust Fund Increases Holdings in Liberty Broadband Corporation $LBRDK
Healthcare of Ontario Pension Plan Trust Fund increased its position in shares of Liberty Broadband Corporation (NASDAQ:LBRDK – Free Report) by 364.2% in the first quarter, according to its most recent Form 13F filing with the... More of this article »
Shenzhen Investment Hldgs Bay Area Dvlpmt Co. Ltd. Sponsrd ADR (OTCMKTS:SIHBY) Sees Large Growth in Short Interest
Shenzhen Investment Hldgs Bay Area Dvlpmt Co. Ltd. Sponsrd ADR (OTCMKTS:SIHBY – Get Free Report) was the recipient of a significant increase in short interest during the month of July. As of July 15th, there was short interest... More of this article »
Byrna Technologies (NASDAQ:BYRN) Chairman Tj Kennedy Purchases 29,000 Shares of Stock
Byrna Technologies Inc. (NASDAQ:BYRN – Get Free Report) Chairman Tj Kennedy bought 29,000 shares of the company’s stock in a transaction on Wednesday, July 22nd. The stock was bought at an average price of $3.53 per share,... More of this article »
Healthcare of Ontario Pension Plan Trust Fund Acquires Shares of 1,227,040 BioCryst Pharmaceuticals, Inc. $BCRX
Healthcare of Ontario Pension Plan Trust Fund acquired a new stake in shares of BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Freshworks Inc. $FRSH Stock Holdings Increased by Healthcare of Ontario Pension Plan Trust Fund
Healthcare of Ontario Pension Plan Trust Fund increased its position in shares of Freshworks Inc. (NASDAQ:FRSH – Free Report) by 403.4% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Retirement Planning Group LLC Sells 4,105 Shares of Microsoft Corporation $MSFT
Retirement Planning Group LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 6.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Sei Investments Co. Has $25.28 Million Stock Holdings in First Citizens BancShares, Inc. $FCNCA
Sei Investments Co. raised its holdings in First Citizens BancShares, Inc. (NASDAQ:FCNCA – Free Report) by 36.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Lido Advisors LLC Purchases 9,322 Shares of Vanguard 0-3 Month Treasury Bill ETF $VBIL
Lido Advisors LLC raised its position in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 253.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
NewEdge Wealth LLC Takes Position in iShares U.S. Industrials ETF $IYJ
NewEdge Wealth LLC bought a new position in shares of iShares U.S. Industrials ETF (BATS:IYJ – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Suncor Energy Inc. $SU Shares Sold by State of Wyoming
State of Wyoming decreased its stake in shares of Suncor Energy Inc. (NYSE:SU – Free Report) (TSE:SU) by 81.7% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,088 shares of the... More of this article »
Heritage Insurance (NYSE:HRTG) Shares Gap Up – What’s Next?
Heritage Insurance Holdings, Inc. (NYSE:HRTG – Get Free Report) shares gapped up before the market opened on Monday . The stock had previously closed at $26.28, but opened at $27.86. Heritage Insurance shares last traded at $28.59,... More of this article »
Blue Dolphin Energy Co. (OTCMKTS:BDCO) Short Interest Update
Blue Dolphin Energy Co. (OTCMKTS:BDCO – Get Free Report) was the target of a significant drop in short interest in the month of July. As of July 15th, there was short interest totaling 6,076 shares, a drop of 63.6% from the... More of this article »
Analysts’ Weekly Ratings Changes for Pegasystems (PEGA)
Several analysts have recently updated their ratings and price targets for Pegasystems (NASDAQ: PEGA): 7/24/2026 – Pegasystems was given a new $32.00 price target by DA Davidson. They now have a “buy” rating on the... More of this article »
Columbia Banking System, Inc. $COLB Stock Position Decreased by Gamco Investors INC. ET AL
Gamco Investors INC. ET AL trimmed its stake in Columbia Banking System, Inc. (NASDAQ:COLB – Free Report) by 45.1% during the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
California State Teachers Retirement System Lowers Stock Position in Lockheed Martin Corporation $LMT
California State Teachers Retirement System cut its holdings in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 3.2% during the first quarter, according to the company in its most recent disclosure with the... More of this article »
California State Teachers Retirement System Has $153.97 Million Stock Position in ONEOK, Inc. $OKE
California State Teachers Retirement System lowered its holdings in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 1.8% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 1,703,337... More of this article »
California State Teachers Retirement System Has $235.41 Million Position in The Boeing Company $BA
California State Teachers Retirement System cut its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 2.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
California State Teachers Retirement System Trims Position in Union Pacific Corporation $UNP
California State Teachers Retirement System lowered its position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 2.8% during the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Principal Financial Group Inc. Grows Position in AST SpaceMobile, Inc. $ASTS
Principal Financial Group Inc. lifted its stake in shares of AST SpaceMobile, Inc. (NASDAQ:ASTS – Free Report) by 1,025.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Principal Financial Group Inc. Sells 22,177 Shares of 10x Genomics $TXG
Principal Financial Group Inc. lowered its position in 10x Genomics (NASDAQ:TXG – Free Report) by 8.9% during the first quarter, according to its most recent filing with the SEC. The firm owned 226,830 shares of the company’s... More of this article »
PGIM S&P 500 Buffer 20 ETF – November (BATS:PBNV) Sees Large Growth in Short Interest
PGIM S&P 500 Buffer 20 ETF – November (BATS:PBNV – Get Free Report) was the target of a significant growth in short interest in July. As of July 15th, there was short interest totaling 2,238 shares, a growth of 196.8%... More of this article »
iShares International Dividend Growth ETF (BATS:IGRO) Hits New 12-Month High – Still a Buy?
iShares International Dividend Growth ETF (BATS:IGRO – Get Free Report)’s share price reached a new 52-week high during trading on Monday . The company traded as high as $90.80 and last traded at $90.79, with a volume of... More of this article »
ClearSign Technologies (NASDAQ:CLIR) Major Shareholder John Pasquesi Purchases 500,000 Shares of Stock
ClearSign Technologies Corporation (NASDAQ:CLIR – Get Free Report) major shareholder John Pasquesi acquired 500,000 shares of the business’s stock in a transaction dated Wednesday, July 22nd. The stock was acquired at an... More of this article »
Encore Global Management LP Makes New Investment in Occidental Petroleum Corporation $OXY
Encore Global Management LP purchased a new stake in Occidental Petroleum Corporation (NYSE:OXY – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
OFG Bancorp (NYSE:OFG) CEO Jose Rafael Fernandez Sells 52,352 Shares of Stock
OFG Bancorp (NYSE:OFG – Get Free Report) CEO Jose Rafael Fernandez sold 52,352 shares of the firm’s stock in a transaction on Friday, July 24th. The stock was sold at an average price of $52.45, for a total value of $2,745,862.40.... More of this article »
Gamco Investors INC. ET AL Reduces Stake in Helios Technologies, Inc $HLIO
Gamco Investors INC. ET AL reduced its stake in shares of Helios Technologies, Inc (NYSE:HLIO – Free Report) by 74.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Empire Financial Management Company LLC Invests $1.01 Million in Federal Realty Investment Trust $FRT
Empire Financial Management Company LLC acquired a new stake in shares of Federal Realty Investment Trust (NYSE:FRT – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Feynman Point Asset Management LLC Has $1.64 Million Stock Holdings in Core Scientific, Inc. $CORZ
Feynman Point Asset Management LLC cut its holdings in shares of Core Scientific, Inc. (NASDAQ:CORZ – Free Report) by 47.6% during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
T-Mobile US, Inc. $TMUS Shares Sold by California State Teachers Retirement System
California State Teachers Retirement System lowered its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 2.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Shares Sold by Empowered Funds LLC
Empowered Funds LLC reduced its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 3.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Core Wealth Advisors Inc. Boosts Position in Capital Group Dividend Value ETF $CGDV
Core Wealth Advisors Inc. raised its stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 4.7% in the 1st quarter, Holdings Channel.com reports. The firm owned 556,609 shares of the company’s stock... More of this article »
Charles River Laboratories International (NYSE:CRL) Sets New 1-Year High – Here’s Why
Charles River Laboratories International, Inc. (NYSE:CRL – Get Free Report)’s share price hit a new 52-week high during trading on Wednesday . The stock traded as high as $242.73 and last traded at $240.7830, with a volume... More of this article »
Gateway Wealth Partners LLC Takes $1.18 Million Position in iShares GSCI Commodity Dynamic Roll Strategy ETF $COMT
Gateway Wealth Partners LLC acquired a new stake in iShares GSCI Commodity Dynamic Roll Strategy ETF (NASDAQ:COMT – Free Report) in the first quarter, HoldingsChannel reports. The firm acquired 34,911 shares of the company’s... More of this article »
Vanguard FTSE Emerging Markets ETF $VWO Position Boosted by Gateway Wealth Partners LLC
Gateway Wealth Partners LLC lifted its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 760.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Glen Eagle Advisors LLC Has $198,000 Holdings in Johnson Controls International plc $JCI
Glen Eagle Advisors LLC lessened its position in Johnson Controls International plc (NYSE:JCI – Free Report) by 85.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
6,144 Shares in Vanguard Extended Market ETF $VXF Purchased by Gateway Wealth Partners LLC
Gateway Wealth Partners LLC acquired a new stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
iShares ESG Aware MSCI USA ETF $ESGU Shares Purchased by Gateway Wealth Partners LLC
Gateway Wealth Partners LLC raised its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 206.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Gateway Wealth Partners LLC Has $1.15 Million Stock Position in BlackRock $BLK
Gateway Wealth Partners LLC increased its stake in BlackRock (NYSE:BLK – Free Report) by 270.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,192 shares of the asset manager’s... More of this article »
Gateway Wealth Partners LLC Increases Holdings in Cummins Inc. $CMI
Gateway Wealth Partners LLC increased its position in Cummins Inc. (NYSE:CMI – Free Report) by 301.8% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 2,724 shares of the company’s stock... More of this article »
Zhongchao (NASDAQ:ZCMD) & Phreesia (NYSE:PHR) Critical Review
Phreesia (NYSE:PHR – Get Free Report) and Zhongchao (NASDAQ:ZCMD – Get Free Report) are both small-cap medical companies, but which is the better investment? We will compare the two businesses based on the strength of their... More of this article »
Gamco Investors INC. ET AL Sells 65,986 Shares of First Busey Corporation $BUSE
Gamco Investors INC. ET AL lowered its position in First Busey Corporation (NASDAQ:BUSE – Free Report) by 69.8% during the first quarter, according to its most recent filing with the SEC. The firm owned 28,500 shares of the... More of this article »
6,382 Shares in Vanguard Intermediate-Term Tax-Exempt Bond ETF $VTEI Acquired by Compound Planning Inc.
Compound Planning Inc. acquired a new stake in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF (BATS:VTEI – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Cetera Investment Advisers Grows Holdings in Interactive Brokers Group, Inc. $IBKR
Cetera Investment Advisers boosted its position in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 30.1% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Entropy Technologies LP Acquires New Position in Joby Aviation, Inc. $JOBY
Entropy Technologies LP acquired a new stake in Joby Aviation, Inc. (NYSE:JOBY – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »