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Image for Timonier Family Office LTD. Trims Stake in Vanguard Total Bond Market ETF $BND

Timonier Family Office LTD. Trims Stake in Vanguard Total Bond Market ETF $BND

Timonier Family Office LTD. lessened its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 47.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for SolGold’s (SOLG) Speculative Buy Rating Reiterated at Canaccord Genuity Group

SolGold’s (SOLG) Speculative Buy Rating Reiterated at Canaccord Genuity Group

SolGold (LON:SOLG – Get Free Report)‘s stock had its “speculative buy” rating reissued by stock analysts at Canaccord Genuity Group in a report released on Monday,Digital Look reports. They presently have a... More of this article »
Image for Joseph Group Capital Management Acquires 1,144 Shares of Medpace Holdings, Inc. $MEDP

Joseph Group Capital Management Acquires 1,144 Shares of Medpace Holdings, Inc. $MEDP

Joseph Group Capital Management increased its holdings in shares of Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) by 27.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Joseph Group Capital Management Increases Position in Salesforce Inc. $CRM

Joseph Group Capital Management Increases Position in Salesforce Inc. $CRM

Joseph Group Capital Management grew its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 27.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Mitsubishi UFJ Asset Management Co. Ltd. Increases Holdings in Fidelity National Information Services, Inc. $FIS

Mitsubishi UFJ Asset Management Co. Ltd. Increases Holdings in Fidelity National Information Services, Inc. $FIS

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 4.9% in the second quarter, according to its most recent 13F filing with the... More of this article »
Image for ProShare Advisors LLC Increases Stake in Lowe’s Companies, Inc. $LOW

ProShare Advisors LLC Increases Stake in Lowe’s Companies, Inc. $LOW

ProShare Advisors LLC increased its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 13.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 831,550 shares of the home... More of this article »
Image for iShares U.S. Technology ETF $IYW Shares Sold by Ibex Wealth Advisors

iShares U.S. Technology ETF $IYW Shares Sold by Ibex Wealth Advisors

Ibex Wealth Advisors reduced its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 47.7% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 6,682 shares of the exchange traded fund’s... More of this article »
Image for Ibex Wealth Advisors Acquires Shares of 5,905 Welltower Inc. $WELL

Ibex Wealth Advisors Acquires Shares of 5,905 Welltower Inc. $WELL

Ibex Wealth Advisors bought a new stake in Welltower Inc. (NYSE:WELL – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 5,905 shares of the real estate... More of this article »
Image for Dimensional U.S. Core Equity 2 ETF $DFAC Shares Purchased by Samalin Investment Counsel LLC

Dimensional U.S. Core Equity 2 ETF $DFAC Shares Purchased by Samalin Investment Counsel LLC

Samalin Investment Counsel LLC boosted its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 12.9% in the second quarter, Holdings Channel.com reports. The fund owned 80,694 shares of the company’s... More of this article »
Image for Ibex Wealth Advisors Acquires 107,063 Shares of Interactive Brokers Group, Inc. $IBKR

Ibex Wealth Advisors Acquires 107,063 Shares of Interactive Brokers Group, Inc. $IBKR

Ibex Wealth Advisors raised its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 309.0% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 141,706 shares of the... More of this article »
Image for Laffer Tengler Investments Inc. Makes New Investment in Applied Materials, Inc. $AMAT

Laffer Tengler Investments Inc. Makes New Investment in Applied Materials, Inc. $AMAT

Laffer Tengler Investments Inc. bought a new position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Promising Healthcare Stocks To Keep An Eye On – November 9th

Promising Healthcare Stocks To Keep An Eye On – November 9th

UnitedHealth Group, Intuitive Surgical, Johnson & Johnson, Hims & Hers Health, Globus Medical, Cardinal Health, and Medtronic are the seven Healthcare stocks to watch today, according to MarketBeat’s stock screener... More of this article »
Image for Ibex Wealth Advisors Has $7.25 Million Position in Agree Realty Corporation $ADC

Ibex Wealth Advisors Has $7.25 Million Position in Agree Realty Corporation $ADC

Ibex Wealth Advisors lifted its position in shares of Agree Realty Corporation (NYSE:ADC – Free Report) by 6.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Laffer Tengler Investments Inc. Raises Holdings in Waste Management, Inc. $WM

Laffer Tengler Investments Inc. Raises Holdings in Waste Management, Inc. $WM

Laffer Tengler Investments Inc. lifted its position in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 424.7% during the second quarter, Holdings Channel reports. The firm owned 5,488 shares of the business services... More of this article »
Image for Mitsubishi UFJ Asset Management Co. Ltd. Has $2.49 Billion Position in Visa Inc. $V

Mitsubishi UFJ Asset Management Co. Ltd. Has $2.49 Billion Position in Visa Inc. $V

Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in Visa Inc. (NYSE:V – Free Report) by 5.0% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 7,016,579 shares of the credit-card... More of this article »
Image for HC Wainwright Boosts Ionis Pharmaceuticals (NASDAQ:IONS) Price Target to $110.00

HC Wainwright Boosts Ionis Pharmaceuticals (NASDAQ:IONS) Price Target to $110.00

Ionis Pharmaceuticals (NASDAQ:IONS – Get Free Report) had its target price increased by analysts at HC Wainwright from $100.00 to $110.00 in a report issued on Monday,Benzinga reports. The firm currently has a “buy”... More of this article »
Image for Piper Sandler Issues Pessimistic Forecast for Lucky Strike Entertainment (NYSE:LUCK) Stock Price

Piper Sandler Issues Pessimistic Forecast for Lucky Strike Entertainment (NYSE:LUCK) Stock Price

Lucky Strike Entertainment (NYSE:LUCK – Get Free Report) had its price objective reduced by analysts at Piper Sandler from $10.00 to $9.00 in a research report issued on Monday,Benzinga reports. The firm currently has a “neutral”... More of this article »
Image for Head-To-Head Review: CBL & Associates Properties (OTCMKTS:CBLAQ) and Agree Realty (NYSE:ADC)

Head-To-Head Review: CBL & Associates Properties (OTCMKTS:CBLAQ) and Agree Realty (NYSE:ADC)

Agree Realty (NYSE:ADC – Get Free Report) and CBL & Associates Properties (OTCMKTS:CBLAQ – Get Free Report) are both finance companies, but which is the superior stock? We will contrast the two companies based on the... More of this article »
Image for Hennessy Advisors (NASDAQ:HNNA) vs. Cannae (NYSE:CNNE) Financial Comparison

Hennessy Advisors (NASDAQ:HNNA) vs. Cannae (NYSE:CNNE) Financial Comparison

Hennessy Advisors (NASDAQ:HNNA – Get Free Report) and Cannae (NYSE:CNNE – Get Free Report) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength... More of this article »
Image for Alphabet Inc. $GOOG Shares Bought by Global Wealth Management Investment Advisory Inc.

Alphabet Inc. $GOOG Shares Bought by Global Wealth Management Investment Advisory Inc.

Global Wealth Management Investment Advisory Inc. raised its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 33.7% during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for S Squared Technology LLC Lowers Stake in Power Solutions International, Inc. $PSIX

S Squared Technology LLC Lowers Stake in Power Solutions International, Inc. $PSIX

S Squared Technology LLC cut its stake in Power Solutions International, Inc. (NASDAQ:PSIX – Free Report) by 75.7% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 39,574... More of this article »
Image for Grange Capital LLC Invests $211,000 in Equifax, Inc. $EFX

Grange Capital LLC Invests $211,000 in Equifax, Inc. $EFX

Grange Capital LLC bought a new stake in Equifax, Inc. (NYSE:EFX – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 814 shares... More of this article »
Image for 137,493 Shares in SPDR S&P Regional Banking ETF $KRE Acquired by Garda Capital Partners LP

137,493 Shares in SPDR S&P Regional Banking ETF $KRE Acquired by Garda Capital Partners LP

Garda Capital Partners LP acquired a new stake in SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund acquired 137,493... More of this article »
Image for Future Fund LLC Makes New $491,000 Investment in National Grid Transco, PLC $NGG

Future Fund LLC Makes New $491,000 Investment in National Grid Transco, PLC $NGG

Future Fund LLC acquired a new stake in shares of National Grid Transco, PLC (NYSE:NGG – Free Report) during the second quarter, HoldingsChannel reports. The fund acquired 6,594 shares of the utilities provider’s stock,... More of this article »
Image for 1,441 Shares in Invesco QQQ $QQQ Acquired by Future Fund LLC

1,441 Shares in Invesco QQQ $QQQ Acquired by Future Fund LLC

Future Fund LLC acquired a new position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) during the second quarter, Holdings Channel.com reports. The institutional investor acquired 1,441 shares of the exchange traded fund’s... More of this article »
Image for Mitsubishi UFJ Asset Management Co. Ltd. Boosts Position in Agilent Technologies, Inc. $A

Mitsubishi UFJ Asset Management Co. Ltd. Boosts Position in Agilent Technologies, Inc. $A

Mitsubishi UFJ Asset Management Co. Ltd. boosted its stake in Agilent Technologies, Inc. (NYSE:A – Free Report) by 7.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Fountainhead AM LLC Cuts Stake in Procter & Gamble Company (The) $PG

Fountainhead AM LLC Cuts Stake in Procter & Gamble Company (The) $PG

Fountainhead AM LLC lessened its stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 47.2% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,447... More of this article »
Image for Roper Technologies, Inc. $ROP Shares Bought by Parkside Financial Bank & Trust

Roper Technologies, Inc. $ROP Shares Bought by Parkside Financial Bank & Trust

Parkside Financial Bank & Trust raised its holdings in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 38.4% in the second quarter, HoldingsChannel reports. The institutional investor owned 422 shares of the industrial... More of this article »
Image for Phocas Financial Corp. Makes New Investment in Broadcom Inc. $AVGO

Phocas Financial Corp. Makes New Investment in Broadcom Inc. $AVGO

Phocas Financial Corp. bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the second quarter, Holdings Channel.com reports. The fund bought 900 shares of the semiconductor manufacturer’s stock,... More of this article »
Image for Fountainhead AM LLC Acquires 1,801 Shares of Wells Fargo & Company $WFC

Fountainhead AM LLC Acquires 1,801 Shares of Wells Fargo & Company $WFC

Fountainhead AM LLC grew its holdings in Wells Fargo & Company (NYSE:WFC) by 43.3% in the 2nd quarter, Holdings Channel reports. The fund owned 5,960 shares of the financial services provider’s stock after purchasing an... More of this article »
Image for King Luther Capital Management Corp Has $12.42 Million Holdings in SEI Investments Company $SEIC

King Luther Capital Management Corp Has $12.42 Million Holdings in SEI Investments Company $SEIC

King Luther Capital Management Corp grew its holdings in SEI Investments Company (NASDAQ:SEIC – Free Report) by 31.2% during the 2nd quarter, Holdings Channel reports. The firm owned 138,265 shares of the asset manager’s... More of this article »
Image for Zions Bancorporation National Association UT Cuts Stake in Novanta Inc. $NOVT

Zions Bancorporation National Association UT Cuts Stake in Novanta Inc. $NOVT

Zions Bancorporation National Association UT lessened its holdings in shares of Novanta Inc. (NASDAQ:NOVT – Free Report) by 6.4% during the 2nd quarter, Holdings Channel reports. The firm owned 13,950 shares of the technology... More of this article »
Image for Winthrop Capital Management LLC Sells 181 Shares of Visa Inc. $V

Winthrop Capital Management LLC Sells 181 Shares of Visa Inc. $V

Winthrop Capital Management LLC lessened its holdings in Visa Inc. (NYSE:V – Free Report) by 3.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 5,082... More of this article »
Image for Midwest Trust Co Buys New Stake in Truist Financial Corporation $TFC

Midwest Trust Co Buys New Stake in Truist Financial Corporation $TFC

Midwest Trust Co purchased a new stake in Truist Financial Corporation (NYSE:TFC – Free Report) in the 2nd quarter, HoldingsChannel reports. The fund purchased 258,651 shares of the insurance provider’s stock, valued at... More of this article »
Image for Liberty Global PLC $LILAK is Fourth Sail Capital LP’s 6th Largest Position

Liberty Global PLC $LILAK is Fourth Sail Capital LP’s 6th Largest Position

Fourth Sail Capital LP increased its stake in shares of Liberty Global PLC (NASDAQ:LILAK – Free Report) by 51.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Fourth Sail Capital LP Has $17.54 Million Holdings in DLocal Limited $DLO

Fourth Sail Capital LP Has $17.54 Million Holdings in DLocal Limited $DLO

Fourth Sail Capital LP grew its stake in DLocal Limited (NASDAQ:DLO – Free Report) by 33.7% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Hartford Funds Management Co LLC Reduces Holdings in Welltower Inc. $WELL

Hartford Funds Management Co LLC Reduces Holdings in Welltower Inc. $WELL

Hartford Funds Management Co LLC decreased its position in shares of Welltower Inc. (NYSE:WELL – Free Report) by 83.3% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 837 shares of the... More of this article »
Image for Hartford Sustainable Income ETF $HSUN is Hartford Funds Management Co LLC’s 5th Largest Position

Hartford Sustainable Income ETF $HSUN is Hartford Funds Management Co LLC’s 5th Largest Position

Hartford Funds Management Co LLC raised its position in Hartford Sustainable Income ETF (BATS:HSUN – Free Report) by 15.3% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 1,669,068 shares... More of this article »
Image for Joseph Group Capital Management Grows Stake in VanEck Morningstar Wide Moat ETF $MOAT

Joseph Group Capital Management Grows Stake in VanEck Morningstar Wide Moat ETF $MOAT

Joseph Group Capital Management increased its holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 5.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Joseph Group Capital Management Takes Position in iShares U.S. Healthcare Providers ETF $IHF

Joseph Group Capital Management Takes Position in iShares U.S. Healthcare Providers ETF $IHF

Joseph Group Capital Management acquired a new position in iShares U.S. Healthcare Providers ETF (NYSEARCA:IHF – Free Report) during the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for iShares National Muni Bond ETF $MUB Shares Bought by Pinnacle Wealth Management Advisory Group LLC

iShares National Muni Bond ETF $MUB Shares Bought by Pinnacle Wealth Management Advisory Group LLC

Pinnacle Wealth Management Advisory Group LLC increased its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 23.2% during the second quarter, according to its most recent Form 13F filing with... More of this article »
Image for IP Group (LON:IPO) Sets New 52-Week High  – Here’s Why

IP Group (LON:IPO) Sets New 52-Week High – Here’s Why

IP Group Plc (LON:IPO – Get Free Report)’s stock price hit a new 52-week high during mid-day trading on Monday . The company traded as high as GBX 62.50 and last traded at GBX 62.17, with a volume of 2540590 shares. The... More of this article »
Image for Mitsubishi UFJ Asset Management Co. Ltd. Acquires 31,259 Shares of Yum! Brands, Inc. $YUM

Mitsubishi UFJ Asset Management Co. Ltd. Acquires 31,259 Shares of Yum! Brands, Inc. $YUM

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 6.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Investment Analysts’ Weekly Ratings Updates for Carter’s (CRI)

Investment Analysts’ Weekly Ratings Updates for Carter’s (CRI)

Several brokerages have updated their recommendations and price targets on shares of Carter’s (NYSE: CRI) in the last few weeks: 10/28/2025 – Carter’s had its price target raised by analysts at UBS Group AG from... More of this article »
Image for Global Dollar Self Reported Market Capitalization Achieves $10.75 Million (USDG)

Global Dollar Self Reported Market Capitalization Achieves $10.75 Million (USDG)

Global Dollar (USDG) traded 0% lower against the dollar during the one day period ending at 7:00 AM E.T. on November 10th. Global Dollar has a total market cap of $10.75 million and approximately $18.95 million worth of Global Dollar... More of this article »
Image for King Luther Capital Management Corp Sells 1,105,444 Shares of Neogen Corporation $NEOG

King Luther Capital Management Corp Sells 1,105,444 Shares of Neogen Corporation $NEOG

King Luther Capital Management Corp decreased its position in shares of Neogen Corporation (NASDAQ:NEOG – Free Report) by 24.3% in the second quarter, Holdings Channel reports. The fund owned 3,438,172 shares of the company’s... More of this article »
Image for King Luther Capital Management Corp Takes Position in Ralliant Corporation $RAL

King Luther Capital Management Corp Takes Position in Ralliant Corporation $RAL

King Luther Capital Management Corp bought a new position in shares of Ralliant Corporation (NYSE:RAL – Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor bought... More of this article »
Image for Midwest Trust Co Purchases New Stake in iShares S&P 500 Growth ETF $IVW

Midwest Trust Co Purchases New Stake in iShares S&P 500 Growth ETF $IVW

Midwest Trust Co acquired a new position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Midwest Trust Co Purchases Shares of 133,957 Prologis, Inc. $PLD

Midwest Trust Co Purchases Shares of 133,957 Prologis, Inc. $PLD

Midwest Trust Co acquired a new stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The fund acquired 133,957 shares of the real estate investment trust’s stock,... More of this article »
Image for Metis Global Partners LLC Has $2.27 Million Holdings in Monster Beverage Corporation $MNST

Metis Global Partners LLC Has $2.27 Million Holdings in Monster Beverage Corporation $MNST

Metis Global Partners LLC decreased its position in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 9.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »