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Patriot Financial Group Insurance Agency LLC Acquires 7,542 Shares of PepsiCo, Inc. $PEP
Patriot Financial Group Insurance Agency LLC raised its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 91.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Patriot Financial Group Insurance Agency LLC Acquires 9,832 Shares of iShares U.S. Aerospace & Defense ETF $ITA
Patriot Financial Group Insurance Agency LLC grew its stake in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 110.9% during the 1st quarter, according to the company in its most recent disclosure... More of this article »
Texas Instruments Incorporated $TXN Shares Sold by Sterling Capital Management LLC
Sterling Capital Management LLC reduced its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 31.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Louisiana State Employees Retirement System Invests $36.14 Million in ExxonMobil Corporation $XOM
Louisiana State Employees Retirement System bought a new stake in ExxonMobil Corporation (NYSE:XOM – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Vicus Capital Purchases 113,375 Shares of GMO U.S. Quality ETF $QLTY
Vicus Capital lifted its holdings in GMO U.S. Quality ETF (NYSEARCA:QLTY – Free Report) by 436.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
waypoint wealth counsel Sells 36,323 Shares of Schwab US Broad Market ETF $SCHB
waypoint wealth counsel lowered its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 35.2% during the 1st quarter, HoldingsChannel reports. The fund owned 66,985 shares of the company’s stock after... More of this article »
Vicus Capital Invests $4.23 Million in SPDR S&P Oil & Gas Equipment & Services ETF $XES
Vicus Capital purchased a new position in shares of SPDR S&P Oil & Gas Equipment & Services ETF (NYSEARCA:XES – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities &... More of this article »
waypoint wealth counsel Decreases Holdings in iShares S&P 500 Growth ETF $IVW
waypoint wealth counsel trimmed its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 89.5% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 2,995... More of this article »
Patton Fund Management Inc. Has $15.84 Million Holdings in iShares MSCI EAFE ETF $EFA
Patton Fund Management Inc. lessened its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 3.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Patton Fund Management Inc. Sells 117,121 Shares of Intel Corporation $INTC
Patton Fund Management Inc. trimmed its position in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 63.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Princeton Global Asset Management LLC Sells 6,108 Shares of SPDR MSCI USA StrategicFactors ETF $QUS
Princeton Global Asset Management LLC reduced its stake in shares of SPDR MSCI USA StrategicFactors ETF (NYSEARCA:QUS – Free Report) by 55.2% in the 1st quarter, according to its most recent 13F filing with the Securities and... More of this article »
Patton Fund Management Inc. Invests $5.15 Million in Vertiv Holdings Co. $VRT
Patton Fund Management Inc. bought a new stake in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Ferguson plc $FERG Stock Position Cut by Union Bancaire Privee UBP SA
Union Bancaire Privee UBP SA decreased its stake in shares of Ferguson plc (NYSE:FERG – Free Report) by 95.0% during the 1st quarter, Holdings Channel reports. The institutional investor owned 395 shares of the company’s... More of this article »
Intuit Inc. $INTU Stock Position Raised by Janney Montgomery Scott LLC
Janney Montgomery Scott LLC increased its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 119.5% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 86,618 shares of the software... More of this article »
Janney Montgomery Scott LLC Acquires 5,425 Shares of SPDR Portfolio S&P 500 Growth ETF $SPYG
Janney Montgomery Scott LLC raised its holdings in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 1.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Janney Montgomery Scott LLC Has $44.44 Million Position in Johnson Controls International plc $JCI
Janney Montgomery Scott LLC boosted its holdings in Johnson Controls International plc (NYSE:JCI – Free Report) by 1.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Littlejohn Financial Services Inc. Sells 5,237 Shares of CoreWeave Inc. $CRWV
Littlejohn Financial Services Inc. cut its stake in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 35.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Next Level Private LLC Buys 37,450 Shares of BNY Mellon Dynamic Value ETF $BKDV
Next Level Private LLC grew its stake in BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV – Free Report) by 83.5% in the first quarter, Holdings Channel.com reports. The institutional investor owned 82,305 shares of the company’s... More of this article »
Severn Trent PLC (OTCMKTS:STRNY) Receives Consensus Rating of “Hold” from Analysts
Severn Trent PLC (OTCMKTS:STRNY – Get Free Report) has earned an average recommendation of “Hold” from the six research firms that are currently covering the stock, MarketBeat reports. Five analysts have rated the... More of this article »
Reviewing AES (NYSE:AES) and Power Assets (OTCMKTS:HGKGY)
AES (NYSE:AES – Get Free Report) and Power Assets (OTCMKTS:HGKGY – Get Free Report) are both large-cap utilities companies, but which is the superior investment? We will contrast the two companies based on the strength... More of this article »
TPG Advisors LLC Increases Stock Position in Schwab Emerging Markets Equity ETF $SCHE
TPG Advisors LLC lifted its position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 21.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Design Therapeutics, Inc. (NASDAQ:DSGN) Receives $16.50 Consensus Target Price from Analysts
Design Therapeutics, Inc. (NASDAQ:DSGN – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the eight ratings firms that are presently covering the stock, Marketbeat Ratings reports.... More of this article »
Matrix Asset Advisors Inc. NY Has $36.99 Million Position in Qualcomm Incorporated $QCOM
Matrix Asset Advisors Inc. NY increased its stake in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 32.0% during the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Keyera Corp. (OTCMKTS:KEYUF) Receives Consensus Rating of “Buy” from Analysts
Shares of Keyera Corp. (OTCMKTS:KEYUF – Get Free Report) have been given an average recommendation of “Buy” by the eight analysts that are currently covering the company, MarketBeat Ratings reports. Eight analysts... More of this article »
Pasadena Private Wealth LLC Purchases 237,614 Shares of Simplify Managed Futures Strategy ETF $CTA
Pasadena Private Wealth LLC raised its position in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) by 83.1% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Pasadena Private Wealth LLC Acquires New Position in Schwab Municipal Bond ETF $SCMB
Pasadena Private Wealth LLC acquired a new stake in shares of Schwab Municipal Bond ETF (NYSEARCA:SCMB – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Peak Financial Advisors LLC Decreases Stock Holdings in SPDR Gold MiniShares Trust $GLDM
Peak Financial Advisors LLC lessened its holdings in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 17.6% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Portus Wealth Advisors LLC Trims Holdings in Invesco S&P 500 Equal Weight Technology ETF $RSPT
Portus Wealth Advisors LLC reduced its stake in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) by 14.3% during the 1st quarter, according to the company in its most recent filing with the SEC.... More of this article »
Accenture PLC $ACN Shares Acquired by Janney Montgomery Scott LLC
Janney Montgomery Scott LLC lifted its position in shares of Accenture PLC (NYSE:ACN – Free Report) by 20.5% during the 1st quarter, HoldingsChannel reports. The fund owned 260,869 shares of the information technology services... More of this article »
SG Americas Securities LLC Grows Position in Alkermes plc $ALKS
SG Americas Securities LLC raised its stake in Alkermes plc (NASDAQ:ALKS – Free Report) by 399.0% in the first quarter, HoldingsChannel.com reports. The fund owned 178,993 shares of the company’s stock after purchasing... More of this article »
Janney Montgomery Scott LLC Boosts Stake in Coinbase Global, Inc. $COIN
Janney Montgomery Scott LLC boosted its stake in shares of Coinbase Global, Inc. (NASDAQ:COIN – Free Report) by 84.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Janney Montgomery Scott LLC Acquires 15,519 Shares of iShares Core Dividend Growth ETF $DGRO
Janney Montgomery Scott LLC increased its holdings in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 2.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV Holdings Cut by Penney Financial LLC
Penney Financial LLC trimmed its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 6.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Portus Wealth Advisors LLC Has $1.46 Million Stake in GE Vernova Inc. $GEV
Portus Wealth Advisors LLC raised its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 132.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
133,918 Shares in Vanguard Core-Plus Bond ETF $VPLS Acquired by Pasadena Private Wealth LLC
Pasadena Private Wealth LLC acquired a new stake in Vanguard Core-Plus Bond ETF (NASDAQ:VPLS – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired... More of this article »
Schwab U.S. Large-Cap Growth ETF $SCHG is Portus Wealth Advisors LLC’s 2nd Largest Position
Portus Wealth Advisors LLC trimmed its position in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 8.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Pasadena Private Wealth LLC Invests $1.26 Million in Vanguard Short-Term Treasury ETF $VGSH
Pasadena Private Wealth LLC acquired a new position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the 1st quarter, according to its most recent 13F filing with the SEC. The fund acquired 21,519... More of this article »
Avantis Emerging Markets Equity ETF $AVEM is Pasadena Private Wealth LLC’s 9th Largest Position
Pasadena Private Wealth LLC decreased its position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 27.5% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 228,371... More of this article »
Patton Fund Management Inc. Increases Holdings in Huntington Ingalls Industries, Inc. $HII
Patton Fund Management Inc. boosted its stake in Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report) by 1,377.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Independence Asset Advisors LLC Has $45.58 Million Holdings in VanEck AA-BB CLO ETF $CLOB
Independence Asset Advisors LLC increased its stake in shares of VanEck AA-BB CLO ETF (NYSEARCA:CLOB – Free Report) by 1.8% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Nuvation Bio Inc. (NYSE:NUVB) Receives $12.50 Consensus Price Target from Analysts
Nuvation Bio Inc. (NYSE:NUVB – Get Free Report) has received a consensus rating of “Moderate Buy” from the eleven ratings firms that are covering the firm, Marketbeat Ratings reports. Two research analysts have rated... More of this article »
38,283 Shares in Dimensional World ex U.S. Core Equity 2 ETF $DFAX Acquired by LifeSteps Financial Inc.
LifeSteps Financial Inc. acquired a new stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Patriot Financial Group Insurance Agency LLC Buys 31,210 Shares of iShares New York Muni Bond ETF $NYF
Patriot Financial Group Insurance Agency LLC boosted its stake in shares of iShares New York Muni Bond ETF (NYSEARCA:NYF – Free Report) by 114.9% in the 1st quarter, according to the company in its most recent 13F filing with... More of this article »
Fold Holdings, Inc. (NASDAQ:FLD) Short Interest Up 356.3% in June
Fold Holdings, Inc. (NASDAQ:FLD – Get Free Report) saw a large growth in short interest during the month of June. As of June 15th, there was short interest totaling 2,173,812 shares, a growth of 356.3% from the May 31st total... More of this article »
Alphabet Inc. $GOOGL Stake Cut by Kercheville Advisors LLC
Kercheville Advisors LLC lessened its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 13.9% in the first quarter, HoldingsChannel.com reports. The firm owned 27,047 shares of the information services provider’s... More of this article »
116,345 Shares in Sotera Health Company $SHC Purchased by OP Asset Management Ltd
OP Asset Management Ltd bought a new position in shares of Sotera Health Company (NASDAQ:SHC – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
OP Asset Management Ltd Acquires Shares of 17,232 Incyte Corporation $INCY
OP Asset Management Ltd bought a new position in shares of Incyte Corporation (NASDAQ:INCY – Free Report) during the first quarter, HoldingsChannel reports. The firm bought 17,232 shares of the biopharmaceutical company’s... More of this article »
SG Americas Securities LLC Acquires 305,961 Shares of F.N.B. Corporation $FNB
SG Americas Securities LLC boosted its holdings in shares of F.N.B. Corporation (NYSE:FNB – Free Report) by 585.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »