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The Progressive Corporation $PGR Shares Sold by Valeo Financial Advisors LLC
Valeo Financial Advisors LLC decreased its holdings in The Progressive Corporation (NYSE:PGR – Free Report) by 2.5% in the second quarter, Holdings Channel reports. The firm owned 3,824 shares of the insurance provider’s... More of this article »
Wealthcare Advisory Partners LLC Makes New Investment in Invesco S&P MidCap Momentum ETF $XMMO
Wealthcare Advisory Partners LLC bought a new position in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Axos Invest Inc. Has $507,000 Stock Holdings in iShares U.S. Real Estate ETF $IYR
Axos Invest Inc. lowered its holdings in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) by 6.3% in the second quarter, Holdings Channel.com reports. The institutional investor owned 5,345 shares of the... More of this article »
Checchi Capital Advisers LLC Takes $240,000 Position in Zscaler, Inc. $ZS
Checchi Capital Advisers LLC bought a new stake in shares of Zscaler, Inc. (NASDAQ:ZS – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Wealthcare Advisory Partners LLC Has $7.49 Million Stock Holdings in Alphabet Inc. $GOOG
Wealthcare Advisory Partners LLC raised its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 17.7% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 42,243 shares... More of this article »
111 Capital Takes $187,000 Position in Flagstar Financial, Inc. $FLG
111 Capital purchased a new stake in shares of Flagstar Financial, Inc. (NYSE:FLG – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 17,657... More of this article »
AJ Bell plc (LON:AJB) Given Average Rating of “Hold” by Brokerages
Shares of AJ Bell plc (LON:AJB – Get Free Report) have been assigned a consensus rating of “Hold” from the six research firms that are covering the stock, Marketbeat.com reports. One equities research analyst has... More of this article »
Winthrop Advisory Group LLC Increases Position in Dimensional U.S. Core Equity 2 ETF $DFAC
Winthrop Advisory Group LLC raised its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 0.5% during the second quarter, HoldingsChannel reports. The firm owned 331,926 shares of the company’s... More of this article »
Invvlu Mu Incm $IIM Shares Sold by Citizens National Bank Trust Department
Citizens National Bank Trust Department lowered its position in shares of Invvlu Mu Incm (NYSE:IIM – Free Report) by 13.1% during the second quarter, Holdings Channel reports. The firm owned 13,300 shares of the investment management... More of this article »
Invesco BulletShares 2027 Corporate Bond ETF $BSCR Shares Purchased by Opulen Financial Group LLC
Opulen Financial Group LLC increased its holdings in shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 5.7% in the second quarter, according to the company in its most recent filing with the... More of this article »
Opulen Financial Group LLC Reduces Stock Holdings in Invesco BulletShares 2025 Corporate Bond ETF $BSCP
Opulen Financial Group LLC decreased its position in Invesco BulletShares 2025 Corporate Bond ETF (NASDAQ:BSCP – Free Report) by 1.7% during the 2nd quarter, Holdings Channel.com reports. The firm owned 74,820 shares of the... More of this article »
Invesco S&P MidCap Quality ETF $XMHQ Shares Sold by Opulen Financial Group LLC
Opulen Financial Group LLC reduced its position in shares of Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 2.6% during the 2nd quarter, Holdings Channel.com reports. The firm owned 10,154 shares of the... More of this article »
Opulen Financial Group LLC Sells 868 Shares of iShares Morningstar Small-Cap ETF $ISCB
Opulen Financial Group LLC lessened its holdings in iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB – Free Report) by 10.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
111 Capital Sells 9,583 Shares of Rocket Companies, Inc. $RKT
111 Capital reduced its holdings in shares of Rocket Companies, Inc. (NYSE:RKT – Free Report) by 40.3% in the second quarter, according to its most recent filing with the SEC. The fund owned 14,207 shares of the company’s... More of this article »
QRG Capital Management Inc. Buys 72 Shares of Targa Resources, Inc. $TRGP
QRG Capital Management Inc. boosted its stake in Targa Resources, Inc. (NYSE:TRGP – Free Report) by 0.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
QRG Capital Management Inc. Grows Position in Applied Industrial Technologies, Inc. $AIT
QRG Capital Management Inc. boosted its stake in Applied Industrial Technologies, Inc. (NYSE:AIT – Free Report) by 11.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Traphagen Investment Advisors LLC Increases Stock Holdings in AMC Entertainment Holdings, Inc. $AMC
Traphagen Investment Advisors LLC lifted its stake in AMC Entertainment Holdings, Inc. (NYSE:AMC – Free Report) by 26.3% in the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Traphagen Investment Advisors LLC Has $808,000 Position in Schwab US Dividend Equity ETF $SCHD
Traphagen Investment Advisors LLC grew its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.3% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
WoodTrust Financial Corp Has $1.85 Million Position in DexCom, Inc. $DXCM
WoodTrust Financial Corp lifted its holdings in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) by 1.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Traphagen Investment Advisors LLC Decreases Holdings in iShares 7-10 Year Treasury Bond ETF $IEF
Traphagen Investment Advisors LLC decreased its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 7.7% in the second quarter, HoldingsChannel reports. The fund owned 3,807 shares of the... More of this article »
WoodTrust Financial Corp Has $2.89 Million Holdings in Fastenal Company $FAST
WoodTrust Financial Corp lifted its holdings in Fastenal Company (NASDAQ:FAST – Free Report) by 100.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Traphagen Investment Advisors LLC Acquires 400 Shares of Kinder Morgan, Inc. $KMI
Traphagen Investment Advisors LLC increased its holdings in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 4.7% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Ameritas Advisory Services LLC Sells 12,700 Shares of BlackRock Enhanced Global Dividend Trust $BOE
Ameritas Advisory Services LLC lessened its stake in shares of BlackRock Enhanced Global Dividend Trust (NYSE:BOE – Free Report) by 38.5% in the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Ameritas Advisory Services LLC Has $249,000 Holdings in Vanguard Total International Stock ETF $VXUS
Ameritas Advisory Services LLC cut its stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 29.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Ameritas Advisory Services LLC Lowers Stock Holdings in A. O. Smith Corporation $AOS
Ameritas Advisory Services LLC reduced its stake in A. O. Smith Corporation (NYSE:AOS – Free Report) by 23.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Lansing Street Advisors Takes Position in iShares Silver Trust $SLV
Lansing Street Advisors purchased a new stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm purchased 24,247 shares of the exchange traded fund’s stock,... More of this article »
Nelson Capital Management LLC Has $9.15 Million Stock Holdings in Cisco Systems, Inc. $CSCO
Nelson Capital Management LLC increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Cisco Systems, Inc. $CSCO Shares Sold by Lansing Street Advisors
Lansing Street Advisors cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 32.1% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,184 shares... More of this article »
Lansing Street Advisors Has $578,000 Position in Analog Devices, Inc. $ADI
Lansing Street Advisors grew its holdings in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 51.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Gates Industrial (NYSE:GTES) & Cleantech Solutions International (OTCMKTS:SEII) Critical Survey
Gates Industrial (NYSE:GTES – Get Free Report) and Cleantech Solutions International (OTCMKTS:SEII – Get Free Report) are both industrials companies, but which is the better business? We will contrast the two businesses... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Invests $215,000 in Trip.com Group Limited Sponsored ADR $TCOM
Empirical Financial Services LLC d.b.a. Empirical Wealth Management purchased a new stake in Trip.com Group Limited Sponsored ADR (NASDAQ:TCOM – Free Report) during the 2nd quarter, HoldingsChannel reports. The fund purchased... More of this article »
Nelson Capital Management LLC Acquires Shares of 3,949 Newmont Corporation $NEM
Nelson Capital Management LLC purchased a new stake in shares of Newmont Corporation (NYSE:NEM – Free Report) in the 2nd quarter, Holdings Channel reports. The fund purchased 3,949 shares of the basic materials company’s... More of this article »
Mirae Asset Global Investments Co. Ltd. Sells 841 Shares of Equity Residential $EQR
Mirae Asset Global Investments Co. Ltd. cut its stake in shares of Equity Residential (NYSE:EQR – Free Report) by 1.5% during the second quarter, HoldingsChannel.com reports. The fund owned 53,585 shares of the real estate investment... More of this article »
W.R. Berkley Corporation $WRB Shares Bought by Mirae Asset Global Investments Co. Ltd.
Mirae Asset Global Investments Co. Ltd. grew its holdings in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 7.2% during the second quarter, HoldingsChannel reports. The fund owned 35,628 shares of the insurance provider’s... More of this article »
Mirae Asset Global Investments Co. Ltd. Has $2.77 Million Stock Position in Quest Diagnostics Incorporated $DGX
Mirae Asset Global Investments Co. Ltd. boosted its position in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) by 5.7% during the 2nd quarter, according to the company in its most recent filing with the SEC.... More of this article »
Mirae Asset Global Investments Co. Ltd. Purchases 3,156 Shares of C.H. Robinson Worldwide, Inc. $CHRW
Mirae Asset Global Investments Co. Ltd. lifted its holdings in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) by 13.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Barton Investment Management Makes New Investment in Broadcom Inc. $AVGO
Barton Investment Management acquired a new position in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 2nd quarter, Holdings Channel reports. The firm acquired 1,040 shares of the semiconductor manufacturer’s stock,... More of this article »
Mirae Asset Global Investments Co. Ltd. Has $2.40 Million Stock Position in Nu Holdings Ltd. $NU
Mirae Asset Global Investments Co. Ltd. reduced its position in shares of Nu Holdings Ltd. (NYSE:NU – Free Report) by 71.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Armbruster Capital Management Inc. Has $2.36 Million Holdings in Vanguard ESG U.S. Stock ETF $ESGV
Armbruster Capital Management Inc. raised its holdings in Vanguard ESG U.S. Stock ETF (BATS:ESGV – Free Report) by 5.1% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
LifeSteps Financial Inc. Sells 615 Shares of U.S. Bancorp $USB
LifeSteps Financial Inc. reduced its stake in U.S. Bancorp (NYSE:USB – Free Report) by 1.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 50,756 shares of the... More of this article »
Hall Capital Management Co. Inc. Boosts Stake in AbbVie Inc. $ABBV
Hall Capital Management Co. Inc. grew its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 0.9% during the second quarter, according to its most recent filing with the SEC. The firm owned 16,134 shares of the company’s... More of this article »
Navera Investment Management Ltd. Has $313.73 Million Position in Fiserv, Inc. $FI
Navera Investment Management Ltd. increased its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 0.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
5,595 Shares in SPDR Portfolio Developed World ex-US ETF $SPDW Acquired by Armbruster Capital Management Inc.
Armbruster Capital Management Inc. bought a new position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) in the second quarter, HoldingsChannel reports. The firm bought 5,595 shares of the... More of this article »
LifeSteps Financial Inc. Has $221,000 Stake in Vanguard Health Care ETF $VHT
LifeSteps Financial Inc. lowered its stake in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 18.4% in the second quarter, Holdings Channel.com reports. The firm owned 888 shares of the company’s stock... More of this article »
Mirae Asset Global Investments Co. Ltd. Boosts Stake in United Airlines Holdings Inc $UAL
Mirae Asset Global Investments Co. Ltd. grew its position in shares of United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 15.1% during the second quarter, Holdings Channel reports. The fund owned 40,345 shares of the... More of this article »
MongoDB, Inc. $MDB Shares Sold by Robeco Institutional Asset Management B.V.
Robeco Institutional Asset Management B.V. decreased its stake in MongoDB, Inc. (NASDAQ:MDB – Free Report) by 77.3% in the 2nd quarter, Holdings Channel reports. The firm owned 4,416 shares of the company’s stock after... More of this article »
iShares U.S. Telecommunications ETF $IYZ Shares Bought by WESPAC Advisors LLC
WESPAC Advisors LLC increased its holdings in iShares U.S. Telecommunications ETF (BATS:IYZ – Free Report) by 94.7% in the second quarter, HoldingsChannel.com reports. The firm owned 72,515 shares of the exchange traded fund’s... More of this article »
WESPAC Advisors LLC Reduces Position in CME Group Inc. $CME
WESPAC Advisors LLC decreased its stake in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 10.3% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,453 shares... More of this article »