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GDS Wealth Management Acquires 8,575 Shares of Procter & Gamble Company (The) $PG
GDS Wealth Management boosted its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 14.6% in the second quarter, Holdings Channel.com reports. The fund owned 67,130 shares of the company’s... More of this article »
Main Management LLC Sells 665 Shares of Vanguard Total Stock Market ETF $VTI
Main Management LLC lowered its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 58.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Capital One Financial Estimates SM Energy Q1 Earnings
SM Energy Company (NYSE:SM – Free Report) – Analysts at Capital One Financial upped their Q1 2026 earnings per share (EPS) estimates for SM Energy in a research report issued on Monday, November 17th. Capital One Financial... More of this article »
Howe & Rusling Inc. Increases Stock Holdings in Vanguard Total Stock Market ETF $VTI
Howe & Rusling Inc. lifted its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 17.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
JPMorgan Ultra-Short Income ETF $JPST Position Decreased by Tarbox Family Office Inc.
Tarbox Family Office Inc. reduced its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 16.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Rio Tinto Group (LON:RIO) Sets New 1-Year High – Time to Buy?
Rio Tinto Group (LON:RIO – Get Free Report)’s share price reached a new 52-week high during mid-day trading on Thursday . The company traded as high as GBX 5,662 and last traded at GBX 5,362.17, with a volume of 15437804... More of this article »
JOYY (NASDAQ:JOYY) Releases Quarterly Earnings Results
JOYY (NASDAQ:JOYY – Get Free Report) released its earnings results on Wednesday. The company reported $1.15 EPS for the quarter, beating analysts’ consensus estimates of $0.98 by $0.17, RTT News reports. JOYY had a return... More of this article »
Dynamic Technology Lab Private Ltd Buys 48,834 Shares of Caesars Entertainment, Inc. $CZR
Dynamic Technology Lab Private Ltd increased its stake in shares of Caesars Entertainment, Inc. (NASDAQ:CZR – Free Report) by 157.8% in the second quarter, Holdings Channel reports. The firm owned 79,777 shares of the company’s... More of this article »
Analysts Offer Predictions for Alphabet FY2025 Earnings
Alphabet Inc. (NASDAQ:GOOG – Free Report) – Investment analysts at Zacks Research increased their FY2025 EPS estimates for shares of Alphabet in a research note issued on Wednesday, November 19th. Zacks Research analyst... More of this article »
NFP Retirement Inc. Takes Position in Vanguard Mega Cap Growth ETF $MGK
NFP Retirement Inc. purchased a new stake in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Lodestone Wealth Management LLC Purchases Shares of 7,135 Diamondback Energy, Inc. $FANG
Lodestone Wealth Management LLC purchased a new stake in Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Lodestone Wealth Management LLC Buys 2,494 Shares of Capital Group Dividend Growers ETF $CGDG
Lodestone Wealth Management LLC raised its stake in shares of Capital Group Dividend Growers ETF (NYSEARCA:CGDG – Free Report) by 24.3% during the 2nd quarter, HoldingsChannel reports. The firm owned 12,737 shares of the company’s... More of this article »
Prudential PLC Raises Holdings in Visa Inc. $V
Prudential PLC increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 5.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 207,572 shares... More of this article »
Zacks Research Downgrades UFP Industries (NASDAQ:UFPI) to Strong Sell
UFP Industries (NASDAQ:UFPI – Get Free Report) was downgraded by equities researchers at Zacks Research from a “hold” rating to a “strong sell” rating in a research note issued on Tuesday,Zacks.com reports.... More of this article »
Okta, Inc. $OKTA Shares Bought by Primecap Management Co. CA
Primecap Management Co. CA raised its position in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) by 21.5% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Traub Capital Management LLC Buys Shares of 772 Applied Materials, Inc. $AMAT
Traub Capital Management LLC purchased a new position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 772 shares of... More of this article »
Greenland Capital Management LP Invests $528,000 in DICK’S Sporting Goods, Inc. $DKS
Greenland Capital Management LP purchased a new stake in shares of DICK’S Sporting Goods, Inc. (NYSE:DKS – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Air Products and Chemicals, Inc. (NYSE:APD) Declares $1.79 Quarterly Dividend
Air Products and Chemicals, Inc. (NYSE:APD – Get Free Report) declared a quarterly dividend on Wednesday, November 19th. Shareholders of record on Friday, January 2nd will be paid a dividend of 1.79 per share by the basic materials... More of this article »
Howe & Rusling Inc. Reduces Stock Position in AstraZeneca PLC $AZN
Howe & Rusling Inc. lessened its stake in AstraZeneca PLC (NASDAQ:AZN – Free Report) by 3.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 117,186 shares of... More of this article »
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Sells 65 Shares of Transdigm Group Incorporated $TDG
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co cut its stake in Transdigm Group Incorporated (NYSE:TDG – Free Report) by 27.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Portside Wealth Group LLC Purchases Shares of 1,883 Old Dominion Freight Line, Inc. $ODFL
Portside Wealth Group LLC purchased a new position in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Quilter Plc Cuts Holdings in NIKE, Inc. $NKE
Quilter Plc lowered its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 69.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
EFG Asset Management Americas Corp. Takes $3.49 Million Position in United Rentals, Inc. $URI
EFG Asset Management Americas Corp. acquired a new stake in shares of United Rentals, Inc. (NYSE:URI – Free Report) in the second quarter, HoldingsChannel.com reports. The firm acquired 4,628 shares of the construction company’s... More of this article »
EFG Asset Management Americas Corp. Takes Position in Ralph Lauren Corporation $RL
EFG Asset Management Americas Corp. purchased a new position in Ralph Lauren Corporation (NYSE:RL – Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
LyondellBasell Industries N.V. $LYB Shares Bought by Ensign Peak Advisors Inc
Ensign Peak Advisors Inc grew its position in LyondellBasell Industries N.V. (NYSE:LYB – Free Report) by 7.2% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 2,436,315 shares of the specialty chemicals company’s... More of this article »
Bank of America Corporation $BAC Holdings Decreased by Ensign Peak Advisors Inc
Ensign Peak Advisors Inc trimmed its stake in shares of Bank of America Corporation (NYSE:BAC) by 14.2% during the second quarter, Holdings Channel reports. The institutional investor owned 7,265,759 shares of the financial services... More of this article »
Main Management ETF Advisors LLC Acquires 1,716 Shares of IREN Limited $IREN
Main Management ETF Advisors LLC grew its holdings in shares of IREN Limited (NASDAQ:IREN – Free Report) by 1.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Main Management ETF Advisors LLC Boosts Holdings in Robinhood Markets, Inc. $HOOD
Main Management ETF Advisors LLC lifted its holdings in Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 1.7% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 44,713... More of this article »
PKS Advisory Services LLC Boosts Stock Position in RTX Corporation $RTX
PKS Advisory Services LLC raised its position in RTX Corporation (NYSE:RTX – Free Report) by 5.4% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Quilter Plc Lowers Stake in Merck & Co., Inc. $MRK
Quilter Plc decreased its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.1% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 1,179,483 shares of the company’s... More of this article »
MAST Energy Developments (LON:MAST) Stock Price Down 17.4% – Here’s What Happened
MAST Energy Developments PLC (LON:MAST – Get Free Report) fell 17.4% on Tuesday . The company traded as low as GBX 9.20 and last traded at GBX 9.90. 8,374,883 shares traded hands during mid-day trading, an increase of 333% from... More of this article »
YieldMax Ultra Option Income Strategy ETF (NYSEARCA:ULTY) Hits New 1-Year Low – Here’s Why
YieldMax Ultra Option Income Strategy ETF (NYSEARCA:ULTY – Get Free Report) shares reached a new 52-week low on Tuesday . The stock traded as low as $4.08 and last traded at $4.12, with a volume of 55771395 shares. The stock... More of this article »
Portside Wealth Group LLC Sells 794 Shares of General Motors Company $GM
Portside Wealth Group LLC decreased its stake in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 12.9% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Zacks Research Increases Earnings Estimates for Phillips 66
Phillips 66 (NYSE:PSX – Free Report) – Research analysts at Zacks Research increased their Q4 2025 EPS estimates for shares of Phillips 66 in a report issued on Wednesday, November 19th. Zacks Research analyst Team now... More of this article »
PKS Advisory Services LLC Has $1.53 Million Stock Position in Fidelity Enhanced Small Cap ETF $FESM
PKS Advisory Services LLC lessened its stake in Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM – Free Report) by 14.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Marsh & McLennan Companies (NYSE:MMC) Upgraded by Barclays to Overweight Rating
Marsh & McLennan Companies (NYSE:MMC – Get Free Report) was upgraded by equities researchers at Barclays from an “equal weight” rating to an “overweight” rating in a research note issued on Thursday,... More of this article »
EFG Asset Management Americas Corp. Reduces Stock Position in Verisk Analytics, Inc. $VRSK
EFG Asset Management Americas Corp. lessened its stake in Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) by 41.1% in the 2nd quarter, Holdings Channel.com reports. The firm owned 18,365 shares of the business services provider’s... More of this article »
39,330 Shares in TD SYNNEX Corporation $SNX Acquired by Dynamic Technology Lab Private Ltd
Dynamic Technology Lab Private Ltd acquired a new stake in TD SYNNEX Corporation (NYSE:SNX – Free Report) during the second quarter, Holdings Channel.com reports. The institutional investor acquired 39,330 shares of the business... More of this article »
Quilter Plc Has $3.95 Million Holdings in American International Group, Inc. $AIG
Quilter Plc reduced its stake in shares of American International Group, Inc. (NYSE:AIG – Free Report) by 6.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Quilter Plc Sells 22,536 Shares of The Walt Disney Company $DIS
Quilter Plc lessened its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 17.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 105,380 shares of the... More of this article »
Ensign Peak Advisors Inc Decreases Position in The Goldman Sachs Group, Inc. $GS
Ensign Peak Advisors Inc cut its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 19.4% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 386,244 shares of the investment management company’s... More of this article »
TD Waterhouse Canada Inc. Lowers Stake in BlackRock $BLK
TD Waterhouse Canada Inc. lessened its position in BlackRock (NYSE:BLK – Free Report) by 2.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Renaissance Group LLC Buys 45,886 Shares of Enerflex Ltd. $EFXT
Renaissance Group LLC lifted its stake in shares of Enerflex Ltd. (NYSE:EFXT – Free Report) by 23.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
TD Waterhouse Canada Inc. Sells 1,713 Shares of Itron, Inc. $ITRI
TD Waterhouse Canada Inc. reduced its position in Itron, Inc. (NASDAQ:ITRI – Free Report) by 2.3% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 72,297... More of this article »
Palo Alto Networks, Inc. $PANW is Quilter Plc’s 9th Largest Position
Quilter Plc grew its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 1.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 813,995... More of this article »
Quilter Plc Sells 6,291 Shares of Ecolab Inc. $ECL
Quilter Plc trimmed its position in Ecolab Inc. (NYSE:ECL – Free Report) by 9.2% in the second quarter, according to its most recent filing with the SEC. The institutional investor owned 61,927 shares of the basic materials... More of this article »
Traub Capital Management LLC Takes $104,000 Position in Invesco S&P 500 Top 50 ETF $XLG
Traub Capital Management LLC purchased a new stake in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Vanguard Group Inc. Purchases 3,217,961 Shares of Enbridge Inc $ENB
Vanguard Group Inc. grew its position in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 3.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 96,404,986... More of this article »