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Waverly Advisors LLC Increases Stock Position in iShares MSCI ACWI ex U.S. ETF $ACWX
Waverly Advisors LLC grew its holdings in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 1.2% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 731,003 shares of... More of this article »
Lombard Odier Asset Management Switzerland SA Grows Stock Position in AbbVie Inc. $ABBV
Lombard Odier Asset Management Switzerland SA increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 9.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Comparing Procap Financial (NASDAQ:BRR) & Orion Digital (NASDAQ:ORIO)
Orion Digital (NASDAQ:ORIO – Get Free Report) and Procap Financial (NASDAQ:BRR – Get Free Report) are both small-cap financial services companies, but which is the better business? We will compare the two companies based... More of this article »
Analyzing Outdoor (NASDAQ:POWW) & EHang (NASDAQ:EH)
EHang (NASDAQ:EH – Get Free Report) and Outdoor (NASDAQ:POWW – Get Free Report) are both small-cap aerospace companies, but which is the better business? We will compare the two companies based on the strength of their... More of this article »
Lombard Odier Asset Management Switzerland SA Increases Stake in Toronto Dominion Bank (The) $TD
Lombard Odier Asset Management Switzerland SA increased its stake in Toronto Dominion Bank (The) (NYSE:TD – Free Report) (TSE:TD) by 15.2% during the first quarter, according to the company in its most recent 13F filing with... More of this article »
NewEdge Wealth LLC Has $1.85 Million Holdings in Automatic Data Processing, Inc. $ADP
NewEdge Wealth LLC decreased its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 30.5% in the first quarter, HoldingsChannel reports. The firm owned 9,126 shares of the business services provider’s... More of this article »
Waverly Advisors LLC Increases Holdings in SPDR Gold Shares $GLD
Waverly Advisors LLC raised its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 8.9% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Talen Energy Corporation $TLN Holdings Decreased by Lombard Odier Asset Management USA Corp
Lombard Odier Asset Management USA Corp lowered its stake in Talen Energy Corporation (NASDAQ:TLN – Free Report) by 60.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Lombard Odier Asset Management Europe Ltd Buys 2,129 Shares of S&P Global Inc. $SPGI
Lombard Odier Asset Management Europe Ltd raised its stake in S&P Global Inc. (NYSE:SPGI – Free Report) by 4.5% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Matrix Private Capital Group LLC Invests $3.71 Million in Cohen & Steers Quality Income Realty Fund, Inc. $RQI
Matrix Private Capital Group LLC bought a new stake in Cohen & Steers Quality Income Realty Fund, Inc. (NYSE:RQI – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Bought by Waverly Advisors LLC
Waverly Advisors LLC grew its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 6.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Schwab US Large-Cap ETF $SCHX Shares Purchased by Waverly Advisors LLC
Waverly Advisors LLC grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 191.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 1,501,411... More of this article »
Vanguard Short-Term Corporate Bond ETF $VCSH Shares Bought by Waverly Advisors LLC
Waverly Advisors LLC raised its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 2.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Public Employees Retirement System of Ohio Grows Stake in Rockwell Automation, Inc. $ROK
Public Employees Retirement System of Ohio grew its stake in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 11.3% in the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Short Interest in Befesa S.A. (OTCMKTS:BFSAF) Grows By 1,866.7%
Befesa S.A. (OTCMKTS:BFSAF – Get Free Report) was the target of a large increase in short interest in July. As of July 15th, there was short interest totaling 590 shares, an increase of 1,866.7% from the June 30th total of 30... More of this article »
London Co. of Virginia Raises Holdings in Dominion Energy Inc. $D
London Co. of Virginia grew its holdings in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 45.3% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,943,525 shares of... More of this article »
Alphabet Inc. $GOOGL Stake Lifted by Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund grew its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 1.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
London Co. of Virginia Sells 410,027 Shares of Ally Financial Inc. $ALLY
London Co. of Virginia trimmed its position in shares of Ally Financial Inc. (NYSE:ALLY – Free Report) by 9.5% during the 1st quarter, Holdings Channel reports. The fund owned 3,904,868 shares of the financial services provider’s... More of this article »
Wealth Alliance LLC Reduces Holdings in Amcor PLC $AMCR
Wealth Alliance LLC reduced its position in Amcor PLC (NYSE:AMCR – Free Report) by 55.5% in the 1st quarter, Holdings Channel reports. The firm owned 31,419 shares of the company’s stock after selling 39,138 shares during... More of this article »
Wealth Alliance LLC Decreases Stock Holdings in iShares 20+ Year Treasury Bond ETF $TLT
Wealth Alliance LLC lowered its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 58.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Granahan Investment Management LLC Grows Stock Holdings in 908 Devices Inc. $MASS
Granahan Investment Management LLC boosted its stake in shares of 908 Devices Inc. (NASDAQ:MASS – Free Report) by 662.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 695,070... More of this article »
Inceptionr LLC Takes Position in Enterprise Financial Services Corporation $EFSC
Inceptionr LLC purchased a new position in Enterprise Financial Services Corporation (NASDAQ:EFSC – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Element Fleet Management Corp. (TSE:EFN) Given Average Rating of “Buy” by Brokerages
Element Fleet Management Corp. (TSE:EFN – Get Free Report) has been assigned a consensus rating of “Buy” from the eight ratings firms that are covering the stock, Marketbeat Ratings reports. Eight equities research... More of this article »
Lido Advisors LLC Cuts Stake in Kinder Morgan, Inc. $KMI
Lido Advisors LLC cut its holdings in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 26.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Renaissance Technologies LLC Purchases 1,674,900 Shares of Ambev S.A. $ABEV
Renaissance Technologies LLC raised its position in shares of Ambev S.A. (NYSE:ABEV – Free Report) by 6.5% in the 1st quarter, Holdings Channel reports. The firm owned 27,354,300 shares of the company’s stock after acquiring... More of this article »
State of Wyoming Invests $458,000 in Kirby Corporation $KEX
State of Wyoming bought a new stake in Kirby Corporation (NYSE:KEX – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 3,446 shares of the shipping company’s stock, valued... More of this article »
Gamco Investors INC. ET AL Boosts Holdings in Cohen & Steers Inc $CNS
Gamco Investors INC. ET AL increased its stake in shares of Cohen & Steers Inc (NYSE:CNS – Free Report) by 3.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Gamco Investors INC. ET AL Has $15.23 Million Stake in John B. Sanfilippo & Son, Inc. $JBSS
Gamco Investors INC. ET AL lowered its holdings in John B. Sanfilippo & Son, Inc. (NASDAQ:JBSS – Free Report) by 6.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Netflix, Inc. $NFLX Shares Purchased by Gamco Investors INC. ET AL
Gamco Investors INC. ET AL raised its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 16.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Vanguard Total Stock Market ETF $VTI Shares Purchased by Gamco Investors INC. ET AL
Gamco Investors INC. ET AL raised its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.3% in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Vita Coco Company, Inc. $COCO Shares Purchased by State of Wyoming
State of Wyoming raised its stake in Vita Coco Company, Inc. (NASDAQ:COCO – Free Report) by 536.7% during the 1st quarter, HoldingsChannel reports. The firm owned 9,952 shares of the company’s stock after acquiring an... More of this article »
U.S. Bancorp $USB Shares Sold by Hilltop Holdings Inc.
Hilltop Holdings Inc. cut its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 59.8% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Hilltop Holdings Inc. Purchases 4,474 Shares of SPDR S&P Oil & Gas Exploration & Production ETF $XOP
Hilltop Holdings Inc. lifted its position in shares of SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP – Free Report) by 117.2% during the 1st quarter, according to its most recent filing with the... More of this article »
Hilltop Holdings Inc. Has $1.65 Million Stake in iShares Latin America 40 ETF $ILF
Hilltop Holdings Inc. decreased its position in iShares Latin America 40 ETF (NYSEARCA:ILF – Free Report) by 25.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Modern Wealth Management LLC Boosts Stake in Vanguard ESG U.S. Corporate Bond ETF $VCEB
Modern Wealth Management LLC increased its stake in Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB – Free Report) by 183.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Public Employees Retirement System of Ohio Grows Stock Position in Gaming and Leisure Properties, Inc. $GLPI
Public Employees Retirement System of Ohio increased its stake in shares of Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 113.4% in the 1st quarter, according to the company in its most recent disclosure... More of this article »
Morningstar Investment Management LLC Acquires 2,971 Shares of Eagle Materials Inc $EXP
Morningstar Investment Management LLC boosted its holdings in Eagle Materials Inc (NYSE:EXP – Free Report) by 162.8% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Modern Wealth Management LLC Takes $2.62 Million Position in iShares Yield Optimized Bond ETF $BYLD
Modern Wealth Management LLC bought a new stake in shares of iShares Yield Optimized Bond ETF (NYSEARCA:BYLD – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Modern Wealth Management LLC Lowers Stock Holdings in iShares MSCI Emerging Markets ETF $EEM
Modern Wealth Management LLC lessened its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 96.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
KBC Group NV Raises Position in Sprouts Farmers Market, Inc. $SFM
KBC Group NV lifted its position in Sprouts Farmers Market, Inc. (NASDAQ:SFM – Free Report) by 446.9% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 14,685 shares of the company’s stock... More of this article »
Gibbs Wealth Management Acquires Shares of 9,160 abrdn Physical Silver Shares ETF $SIVR
Gibbs Wealth Management purchased a new position in shares of abrdn Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Gibbs Wealth Management Takes Position in Rubrik, Inc. $RBRK
Gibbs Wealth Management bought a new position in shares of Rubrik, Inc. (NYSE:RBRK – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 11,455 shares of the company’s stock,... More of this article »
Gibbs Wealth Management Has $608,000 Stock Holdings in Lloyds Banking Group PLC $LYG
Gibbs Wealth Management raised its position in Lloyds Banking Group PLC (NYSE:LYG – Free Report) by 324.8% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Gibbs Wealth Management Makes New $583,000 Investment in Carpenter Technology Corporation $CRS
Gibbs Wealth Management bought a new position in shares of Carpenter Technology Corporation (NYSE:CRS – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Inceptionr LLC Makes New Investment in Paramount Skydance Corporation $PSKY
Inceptionr LLC acquired a new stake in Paramount Skydance Corporation (NASDAQ:PSKY – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund acquired 70,089 shares of the company’s stock, valued at approximately... More of this article »
Entropy Technologies LP Invests $3.52 Million in Domino’s Pizza Inc $DPZ
Entropy Technologies LP acquired a new position in Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Lido Advisors LLC Reduces Position in Electronic Arts Inc. $EA
Lido Advisors LLC trimmed its stake in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 31.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Walleye Capital LLC Has $110,000 Stake in American Exceptionalism Acquisition Corp. $AEXA
Walleye Capital LLC lowered its holdings in American Exceptionalism Acquisition Corp. (NYSE:AEXA – Free Report) by 91.3% in the first quarter, Holdings Channel reports. The firm owned 10,200 shares of the company’s stock... More of this article »