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Image for Morton Capital Management LLC CA Sells 747 Shares of Vanguard Dividend Appreciation ETF $VIG

Morton Capital Management LLC CA Sells 747 Shares of Vanguard Dividend Appreciation ETF $VIG

Morton Capital Management LLC CA lessened its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.1% in the second quarter, HoldingsChannel reports. The fund owned 23,574 shares of the company’s... More of this article »
Image for Abel Hall LLC Takes Position in BlackRock Enhanced Global Dividend Trust $BOE

Abel Hall LLC Takes Position in BlackRock Enhanced Global Dividend Trust $BOE

Abel Hall LLC acquired a new stake in shares of BlackRock Enhanced Global Dividend Trust (NYSE:BOE – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The fund acquired 33,000 shares... More of this article »
Image for Bear Mountain Capital Inc. Purchases 3,792 Shares of iShares MSCI EAFE Small-Cap ETF $SCZ

Bear Mountain Capital Inc. Purchases 3,792 Shares of iShares MSCI EAFE Small-Cap ETF $SCZ

Bear Mountain Capital Inc. raised its position in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 1.2% during the second quarter, Holdings Channel reports. The firm owned 319,966 shares of the company’s stock... More of this article »
Image for Canopy Partners LLC Trims Stock Position in American Tower Corporation $AMT

Canopy Partners LLC Trims Stock Position in American Tower Corporation $AMT

Canopy Partners LLC lessened its holdings in shares of American Tower Corporation (NYSE:AMT – Free Report) by 26.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Williams Companies, Inc. (The) $WMB Shares Purchased by Simplicity Wealth LLC

Williams Companies, Inc. (The) $WMB Shares Purchased by Simplicity Wealth LLC

Simplicity Wealth LLC boosted its stake in shares of Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 105.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for iShares Core S&P 500 ETF $IVV is Simplicity Wealth LLC’s 4th Largest Position

iShares Core S&P 500 ETF $IVV is Simplicity Wealth LLC’s 4th Largest Position

Simplicity Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 24.6% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Independent Solutions Wealth Management LLC Decreases Stock Holdings in SPDR Gold Shares $GLD

Independent Solutions Wealth Management LLC Decreases Stock Holdings in SPDR Gold Shares $GLD

Independent Solutions Wealth Management LLC reduced its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 20.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Shell Asset Management Co. Increases Stock Position in Jacobs Solutions Inc. $J

Shell Asset Management Co. Increases Stock Position in Jacobs Solutions Inc. $J

Shell Asset Management Co. grew its position in Jacobs Solutions Inc. (NYSE:J – Free Report) by 61.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Kingswood Wealth Advisors LLC Reduces Stock Position in iShares Russell 2000 ETF $IWM

Kingswood Wealth Advisors LLC Reduces Stock Position in iShares Russell 2000 ETF $IWM

Kingswood Wealth Advisors LLC lowered its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 17.7% in the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Joel Isaacson & Co. LLC Purchases 7,956 Shares of AGNC Investment Corp. $AGNC

Joel Isaacson & Co. LLC Purchases 7,956 Shares of AGNC Investment Corp. $AGNC

Joel Isaacson & Co. LLC lifted its stake in AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 40.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for KLP Kapitalforvaltning AS Increases Stock Holdings in The Bank of New York Mellon Corporation $BK

KLP Kapitalforvaltning AS Increases Stock Holdings in The Bank of New York Mellon Corporation $BK

KLP Kapitalforvaltning AS increased its holdings in shares of The Bank of New York Mellon Corporation (NYSE:BK – Free Report) by 4.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Empirical Financial Services LLC d.b.a. Empirical Wealth Management Takes $159,000 Position in Direxion Daily TSLA Bull 2X Shares $TSLL

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Takes $159,000 Position in Direxion Daily TSLA Bull 2X Shares $TSLL

Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new stake in Direxion Daily TSLA Bull 2X Shares (NASDAQ:TSLL – Free Report) in the second quarter, according to its most recent 13F filing with the... More of this article »
Image for Steel Dynamics, Inc. $STLD Stake Lifted by Mirae Asset Global Investments Co. Ltd.

Steel Dynamics, Inc. $STLD Stake Lifted by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. raised its position in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 4.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 19,313 shares of the basic materials... More of this article »
Image for Broadridge Financial Solutions, Inc. $BR Stock Holdings Reduced by Ascent Group LLC

Broadridge Financial Solutions, Inc. $BR Stock Holdings Reduced by Ascent Group LLC

Ascent Group LLC trimmed its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 7.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Mirae Asset Global Investments Co. Ltd. Purchases 6,236 Shares of Duolingo, Inc. $DUOL

Mirae Asset Global Investments Co. Ltd. Purchases 6,236 Shares of Duolingo, Inc. $DUOL

Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Duolingo, Inc. (NASDAQ:DUOL – Free Report) by 965.3% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Broadcom Inc. $AVGO Stock Position Trimmed by Jackson Wealth Management LLC

Broadcom Inc. $AVGO Stock Position Trimmed by Jackson Wealth Management LLC

Jackson Wealth Management LLC lessened its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Pure Portfolios Holdings LLC Purchases New Holdings in Philip Morris International Inc. $PM

Pure Portfolios Holdings LLC Purchases New Holdings in Philip Morris International Inc. $PM

Pure Portfolios Holdings LLC purchased a new stake in Philip Morris International Inc. (NYSE:PM – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for RMG Wealth Management LLC Makes New $52,000 Investment in Boston Scientific Corporation $BSX

RMG Wealth Management LLC Makes New $52,000 Investment in Boston Scientific Corporation $BSX

RMG Wealth Management LLC bought a new stake in Boston Scientific Corporation (NYSE:BSX – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for SteelPeak Wealth LLC Buys 2,611 Shares of Western Digital Corporation $WDC

SteelPeak Wealth LLC Buys 2,611 Shares of Western Digital Corporation $WDC

SteelPeak Wealth LLC boosted its stake in Western Digital Corporation (NASDAQ:WDC – Free Report) by 10.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Simplicity Wealth LLC Purchases New Holdings in Public Service Enterprise Group Incorporated $PEG

Simplicity Wealth LLC Purchases New Holdings in Public Service Enterprise Group Incorporated $PEG

Simplicity Wealth LLC purchased a new stake in shares of Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image for Invesco S&P 500 Quality ETF $SPHQ Shares Sold by Merit Financial Group LLC

Invesco S&P 500 Quality ETF $SPHQ Shares Sold by Merit Financial Group LLC

Merit Financial Group LLC reduced its position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 3.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Grimes & Company Inc. Acquires New Holdings in Fidelity MSCI Consumer Discretionary Index ETF $FDIS

Grimes & Company Inc. Acquires New Holdings in Fidelity MSCI Consumer Discretionary Index ETF $FDIS

Grimes & Company Inc. acquired a new stake in shares of Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS – Free Report) in the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 2,959... More of this article »
Image for Carnival Corporation $CCL Shares Bought by Simplicity Wealth LLC

Carnival Corporation $CCL Shares Bought by Simplicity Wealth LLC

Simplicity Wealth LLC boosted its position in shares of Carnival Corporation (NYSE:CCL – Free Report) by 153.8% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 28,469... More of this article »
Image for Wealthcare Advisory Partners LLC Buys Shares of 37,068 Fidelity Small-Mid Multifactor ETF $FSMD

Wealthcare Advisory Partners LLC Buys Shares of 37,068 Fidelity Small-Mid Multifactor ETF $FSMD

Wealthcare Advisory Partners LLC acquired a new stake in shares of Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Agilent Technologies, Inc. $A Shares Sold by Checchi Capital Advisers LLC

Agilent Technologies, Inc. $A Shares Sold by Checchi Capital Advisers LLC

Checchi Capital Advisers LLC lessened its position in shares of Agilent Technologies, Inc. (NYSE:A – Free Report) by 5.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for 111 Capital Acquires New Shares in NMI Holdings Inc $NMIH

111 Capital Acquires New Shares in NMI Holdings Inc $NMIH

111 Capital acquired a new stake in NMI Holdings Inc (NASDAQ:NMIH – Free Report) in the second quarter, according to its most recent filing with the SEC. The fund acquired 5,066 shares of the financial services provider’s... More of this article »
Image for Raub Brock Capital Management LP Has $7.25 Million Stock Position in Invesco NASDAQ 100 ETF $QQQM

Raub Brock Capital Management LP Has $7.25 Million Stock Position in Invesco NASDAQ 100 ETF $QQQM

Raub Brock Capital Management LP raised its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 2.4% during the second quarter, Holdings Channel reports. The firm owned 31,908 shares of the company’s... More of this article »
Image for AdaptHealth Corp. $AHCO Shares Bought by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

AdaptHealth Corp. $AHCO Shares Bought by Empirical Financial Services LLC d.b.a. Empirical Wealth Management

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in AdaptHealth Corp. (NASDAQ:AHCO – Free Report) by 21.6% in the second quarter, according to its most recent filing with the Securities... More of this article »
Image for Ameritas Advisory Services LLC Sells 1,617 Shares of iShares Russell Top 200 Growth ETF $IWY

Ameritas Advisory Services LLC Sells 1,617 Shares of iShares Russell Top 200 Growth ETF $IWY

Ameritas Advisory Services LLC reduced its position in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 55.1% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Ameritas Advisory Services LLC Lowers Stock Position in Analog Devices, Inc. $ADI

Ameritas Advisory Services LLC Lowers Stock Position in Analog Devices, Inc. $ADI

Ameritas Advisory Services LLC cut its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 12.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Northern Financial Advisors Inc Sells 106 Shares of Salesforce Inc. $CRM

Northern Financial Advisors Inc Sells 106 Shares of Salesforce Inc. $CRM

Northern Financial Advisors Inc reduced its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 5.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,726 shares... More of this article »
Image for Vestis Corporation (NYSE:VSTS) Receives $9.13 Average PT from Analysts

Vestis Corporation (NYSE:VSTS) Receives $9.13 Average PT from Analysts

Vestis Corporation (NYSE:VSTS – Get Free Report) has been assigned an average recommendation of “Strong Sell” from the five brokerages that are covering the stock, Marketbeat reports. Three equities research analysts... More of this article »
Image for Northern Financial Advisors Inc Sells 10 Shares of BlackRock $BLK

Northern Financial Advisors Inc Sells 10 Shares of BlackRock $BLK

Northern Financial Advisors Inc lowered its position in shares of BlackRock (NYSE:BLK – Free Report) by 1.2% during the second quarter, HoldingsChannel reports. The fund owned 795 shares of the asset manager’s stock after... More of this article »
Image for Abel Hall LLC Acquires New Stake in Best Buy Co., Inc. $BBY

Abel Hall LLC Acquires New Stake in Best Buy Co., Inc. $BBY

Abel Hall LLC acquired a new stake in shares of Best Buy Co., Inc. (NYSE:BBY – Free Report) in the 2nd quarter, Holdings Channel reports. The institutional investor acquired 6,155 shares of the technology retailer’s stock,... More of this article »
Image for Abel Hall LLC Buys 2,839 Shares of Bank of America Corporation $BAC

Abel Hall LLC Buys 2,839 Shares of Bank of America Corporation $BAC

Abel Hall LLC raised its holdings in shares of Bank of America Corporation (NYSE:BAC) by 42.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,574... More of this article »
Image for Hawkins, Inc. (NASDAQ:HWKN) Receives $162.50 Consensus PT from Analysts

Hawkins, Inc. (NASDAQ:HWKN) Receives $162.50 Consensus PT from Analysts

Shares of Hawkins, Inc. (NASDAQ:HWKN – Get Free Report) have received an average recommendation of “Moderate Buy” from the five research firms that are presently covering the stock, Marketbeat Ratings reports. Two... More of this article »
Image for Mirae Asset Global Investments Co. Ltd. Cuts Position in Repligen Corporation $RGEN

Mirae Asset Global Investments Co. Ltd. Cuts Position in Repligen Corporation $RGEN

Mirae Asset Global Investments Co. Ltd. lessened its holdings in Repligen Corporation (NASDAQ:RGEN – Free Report) by 1.0% during the second quarter, Holdings Channel.com reports. The institutional investor owned 29,522 shares... More of this article »
Image for Lakeshore Capital Group Inc. Reduces Stock Position in Digital Realty Trust, Inc. $DLR

Lakeshore Capital Group Inc. Reduces Stock Position in Digital Realty Trust, Inc. $DLR

Lakeshore Capital Group Inc. trimmed its position in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 5.5% in the second quarter, Holdings Channel.com reports. The fund owned 3,743 shares of the real estate investment... More of this article »
Image for NBT Bank N A NY Decreases Position in Chevron Corporation $CVX

NBT Bank N A NY Decreases Position in Chevron Corporation $CVX

NBT Bank N A NY cut its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 1.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Advanced Drainage Systems, Inc. $WMS Position Boosted by Mirova US LLC

Advanced Drainage Systems, Inc. $WMS Position Boosted by Mirova US LLC

Mirova US LLC grew its holdings in shares of Advanced Drainage Systems, Inc. (NYSE:WMS – Free Report) by 2.6% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 708,310 shares of the construction company’s... More of this article »
Image for Triasima Portfolio Management inc. Takes $2.34 Million Position in Ferrovial SE $FER

Triasima Portfolio Management inc. Takes $2.34 Million Position in Ferrovial SE $FER

Triasima Portfolio Management inc. acquired a new stake in shares of Ferrovial SE (NASDAQ:FER – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Thermo Fisher Scientific Inc. $TMO Shares Sold by Mirova US LLC

Thermo Fisher Scientific Inc. $TMO Shares Sold by Mirova US LLC

Mirova US LLC cut its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 12.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 687,066... More of this article »
Image for Triasima Portfolio Management inc. Takes Position in Millicom International Cellular SA $TIGO

Triasima Portfolio Management inc. Takes Position in Millicom International Cellular SA $TIGO

Triasima Portfolio Management inc. acquired a new stake in Millicom International Cellular SA (NASDAQ:TIGO – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired... More of this article »
Image for FT Vest U.S. Equity Moderate Buffer ETF – January $GJAN is REAP Financial Group LLC’s 4th Largest Position

FT Vest U.S. Equity Moderate Buffer ETF – January $GJAN is REAP Financial Group LLC’s 4th Largest Position

REAP Financial Group LLC decreased its stake in shares of FT Vest U.S. Equity Moderate Buffer ETF – January (BATS:GJAN – Free Report) by 20.4% during the second quarter, HoldingsChannel reports. The firm owned 554,968... More of this article »
Image for Serica Energy (LON:SQZ) Stock Price Down 10.4%  – Here’s What Happened

Serica Energy (LON:SQZ) Stock Price Down 10.4% – Here’s What Happened

Serica Energy plc (LON:SQZ – Get Free Report) fell 10.4% during mid-day trading on Wednesday . The stock traded as low as GBX 182 ($2.44) and last traded at GBX 191.35 ($2.57). 69,947,250 shares changed hands during trading,... More of this article »
Image for Serica Energy (LON:SQZ) Stock Price Down 10.9%  – What’s Next?

Serica Energy (LON:SQZ) Stock Price Down 10.9% – What’s Next?

Serica Energy plc (LON:SQZ – Get Free Report) shares traded down 10.9% during mid-day trading on Wednesday . The company traded as low as GBX 182 ($2.44) and last traded at GBX 190.20 ($2.55). 69,815,070 shares changed hands... More of this article »
Image for Reviewing KE (NYSE:BEKE) and Options Media Group (OTCMKTS:OPMG)

Reviewing KE (NYSE:BEKE) and Options Media Group (OTCMKTS:OPMG)

Options Media Group (OTCMKTS:OPMG – Get Free Report) and KE (NYSE:BEKE – Get Free Report) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength... More of this article »
Image for Toy Stocks To Consider – October 5th

Toy Stocks To Consider – October 5th

Mattel, Hasbro, and Toyota Motor are the three Toy stocks to watch today, according to MarketBeat’s stock screener tool. “Toy stocks” are small- or micro-cap shares—often low-priced and thinly traded—that investors... More of this article »
Image for SPDR Portfolio Short Term Treasury ETF $SPTS Shares Sold by Prime Capital Investment Advisors LLC

SPDR Portfolio Short Term Treasury ETF $SPTS Shares Sold by Prime Capital Investment Advisors LLC

Prime Capital Investment Advisors LLC reduced its position in shares of SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 7.9% during the second quarter, HoldingsChannel reports. The firm owned 120,575... More of this article »
Image for UGI Corporation (NYSE:UGI) Receives $31.33 Average PT from Brokerages

UGI Corporation (NYSE:UGI) Receives $31.33 Average PT from Brokerages

UGI Corporation (NYSE:UGI – Get Free Report) has been given a consensus recommendation of “Hold” by the five research firms that are presently covering the firm, Marketbeat reports. Three analysts have rated the... More of this article »