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Image for Independent Wealth Network Inc. Acquires Shares of 12,921 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF $BBHY

Independent Wealth Network Inc. Acquires Shares of 12,921 JPMorgan BetaBuilders USD High Yield Corporate Bond ETF $BBHY

Independent Wealth Network Inc. bought a new position in shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY – Free Report) during the 1st quarter, according to the company in its most recent filing... More of this article »
Image for Maltin Wealth Management Inc. Decreases Stock Holdings in Innovator U.S. Equity Buffer ETF – May $BMAY

Maltin Wealth Management Inc. Decreases Stock Holdings in Innovator U.S. Equity Buffer ETF – May $BMAY

Maltin Wealth Management Inc. reduced its stake in shares of Innovator U.S. Equity Buffer ETF – May (BATS:BMAY – Free Report) by 48.8% during the 1st quarter, according to the company in its most recent filing with the... More of this article »
Image for 271,720 Shares in Prothena Corporation plc $PRTA Purchased by Penbrook Management LLC

271,720 Shares in Prothena Corporation plc $PRTA Purchased by Penbrook Management LLC

Penbrook Management LLC purchased a new stake in shares of Prothena Corporation plc (NASDAQ:PRTA – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Moody’s Corporation $MCO Stock Holdings Boosted by Rockefeller Capital Management L.P.

Moody’s Corporation $MCO Stock Holdings Boosted by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. increased its position in Moody’s Corporation (NYSE:MCO – Free Report) by 10.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Invesco Dorsey Wright Consumer Staples Momentum ETF $PSL Shares Purchased by Maltin Wealth Management Inc.

Invesco Dorsey Wright Consumer Staples Momentum ETF $PSL Shares Purchased by Maltin Wealth Management Inc.

Maltin Wealth Management Inc. raised its position in Invesco Dorsey Wright Consumer Staples Momentum ETF (NASDAQ:PSL – Free Report) by 82.1% in the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Maltin Wealth Management Inc. Purchases New Shares in Innovator U.S. Small Cap Power Buffer ETF – December $KDEC

Maltin Wealth Management Inc. Purchases New Shares in Innovator U.S. Small Cap Power Buffer ETF – December $KDEC

Maltin Wealth Management Inc. purchased a new position in shares of Innovator U.S. Small Cap Power Buffer ETF – December (BATS:KDEC – Free Report) during the 1st quarter, according to the company in its most recent disclosure... More of this article »
Image for RCS Financial Planning LLC Sells 96,297 Shares of iShares Core Total USD Bond Market ETF $IUSB

RCS Financial Planning LLC Sells 96,297 Shares of iShares Core Total USD Bond Market ETF $IUSB

RCS Financial Planning LLC lessened its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 77.6% in the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for 161,400 Shares in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Acquired by Louisiana State Employees Retirement System

161,400 Shares in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Acquired by Louisiana State Employees Retirement System

Louisiana State Employees Retirement System acquired a new position in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) during the first quarter, according to the company in its most recent Form... More of this article »
Image for Louisiana State Employees Retirement System Makes New $8.26 Million Investment in American Express Company $AXP

Louisiana State Employees Retirement System Makes New $8.26 Million Investment in American Express Company $AXP

Louisiana State Employees Retirement System bought a new position in shares of American Express Company (NYSE:AXP) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Louisiana State Employees Retirement System Acquires Shares of 29,600 Vertex Pharmaceuticals Incorporated $VRTX

Louisiana State Employees Retirement System Acquires Shares of 29,600 Vertex Pharmaceuticals Incorporated $VRTX

Louisiana State Employees Retirement System acquired a new stake in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Hsbc Holdings PLC Boosts Stock Holdings in DaVita Inc. $DVA

Hsbc Holdings PLC Boosts Stock Holdings in DaVita Inc. $DVA

Hsbc Holdings PLC lifted its position in shares of DaVita Inc. (NYSE:DVA – Free Report) by 71.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for FSC Wealth Advisors LLC Sells 11,616 Shares of iShares S&P 500 Growth ETF $IVW

FSC Wealth Advisors LLC Sells 11,616 Shares of iShares S&P 500 Growth ETF $IVW

FSC Wealth Advisors LLC trimmed its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 86.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Fairvoy Private Wealth LLC Sells 18,946 Shares of iShares MSCI USA Momentum Factor ETF $MTUM

Fairvoy Private Wealth LLC Sells 18,946 Shares of iShares MSCI USA Momentum Factor ETF $MTUM

Fairvoy Private Wealth LLC lowered its stake in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 89.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for American Financial Group (NYSE:AFG) SVP Michelle Gillis Sells 2,247 Shares

American Financial Group (NYSE:AFG) SVP Michelle Gillis Sells 2,247 Shares

American Financial Group, Inc. (NYSE:AFG – Get Free Report) SVP Michelle Gillis sold 2,247 shares of the business’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price... More of this article »
Image for L3Harris Technologies Inc $LHX Position Raised by Ritholtz Wealth Management

L3Harris Technologies Inc $LHX Position Raised by Ritholtz Wealth Management

Ritholtz Wealth Management boosted its position in L3Harris Technologies Inc (NYSE:LHX – Free Report) by 26.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for 38,348 Shares in FormFactor, Inc. $FORM Acquired by Decker Retirement Planning Inc.

38,348 Shares in FormFactor, Inc. $FORM Acquired by Decker Retirement Planning Inc.

Decker Retirement Planning Inc. bought a new stake in FormFactor, Inc. (NASDAQ:FORM – Free Report) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought... More of this article »
Image for MERLIN Properties SOCIMI, S.A. (OTCMKTS:MRPRF) Short Interest Up 990.9% in June

MERLIN Properties SOCIMI, S.A. (OTCMKTS:MRPRF) Short Interest Up 990.9% in June

MERLIN Properties SOCIMI, S.A. (OTCMKTS:MRPRF – Get Free Report) was the recipient of a large growth in short interest during the month of June. As of June 15th, there was short interest totaling 192,750 shares, a growth of... More of this article »
Image for Foster & Motley Inc. Sells 9,294 Shares of iShares 20+ Year Treasury Bond ETF $TLT

Foster & Motley Inc. Sells 9,294 Shares of iShares 20+ Year Treasury Bond ETF $TLT

Foster & Motley Inc. decreased its position in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 14.1% during the first quarter, HoldingsChannel.com reports. The fund owned 56,450 shares of the exchange traded... More of this article »
Image for SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Sold by Independent Wealth Network Inc.

SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Sold by Independent Wealth Network Inc.

Independent Wealth Network Inc. lessened its stake in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 20.5% in the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for GHP Investment Advisors Inc. Purchases 4,740 Shares of CME Group Inc. $CME

GHP Investment Advisors Inc. Purchases 4,740 Shares of CME Group Inc. $CME

GHP Investment Advisors Inc. raised its position in CME Group Inc. (NASDAQ:CME – Free Report) by 15.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Independent Wealth Network Inc. Buys Shares of 3,074 Invesco S&P 500 Equal Weight ETF $RSP

Independent Wealth Network Inc. Buys Shares of 3,074 Invesco S&P 500 Equal Weight ETF $RSP

Independent Wealth Network Inc. purchased a new position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for Falcon Wealth Planning Acquires 10,478 Shares of iShares S&P Small-Cap 600 Growth ETF $IJT

Falcon Wealth Planning Acquires 10,478 Shares of iShares S&P Small-Cap 600 Growth ETF $IJT

Falcon Wealth Planning raised its holdings in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 6.2% in the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for MRWM Advisors LLC Has $6.10 Million Stock Holdings in ProShares S&P 500 Aristocrats ETF $NOBL

MRWM Advisors LLC Has $6.10 Million Stock Holdings in ProShares S&P 500 Aristocrats ETF $NOBL

MRWM Advisors LLC decreased its holdings in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 23.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for OP Asset Management Ltd Takes Position in Workday, Inc. $WDAY

OP Asset Management Ltd Takes Position in Workday, Inc. $WDAY

OP Asset Management Ltd purchased a new position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for RFG Advisory LLC Increases Stock Position in Samsara Inc. $IOT

RFG Advisory LLC Increases Stock Position in Samsara Inc. $IOT

RFG Advisory LLC boosted its stake in shares of Samsara Inc. (NYSE:IOT – Free Report) by 21.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for OP Asset Management Ltd Acquires Shares of 99,077 Baker Hughes Company $BKR

OP Asset Management Ltd Acquires Shares of 99,077 Baker Hughes Company $BKR

OP Asset Management Ltd bought a new position in Baker Hughes Company (NASDAQ:BKR – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Fifth Third Wealth Advisors LLC Buys 13,707 Shares of Expand Energy Corporation $EXE

Fifth Third Wealth Advisors LLC Buys 13,707 Shares of Expand Energy Corporation $EXE

Fifth Third Wealth Advisors LLC boosted its position in Expand Energy Corporation (NASDAQ:EXE – Free Report) by 123.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for OP Asset Management Ltd Makes New Investment in Emerson Electric Co. $EMR

OP Asset Management Ltd Makes New Investment in Emerson Electric Co. $EMR

OP Asset Management Ltd bought a new stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 57,066... More of this article »
Image for OP Asset Management Ltd Invests $7.25 Million in General Motors Company $GM

OP Asset Management Ltd Invests $7.25 Million in General Motors Company $GM

OP Asset Management Ltd bought a new position in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Rockefeller Capital Management L.P. Has $7.99 Million Stock Position in Arch Capital Group Ltd. $ACGL

Rockefeller Capital Management L.P. Has $7.99 Million Stock Position in Arch Capital Group Ltd. $ACGL

Rockefeller Capital Management L.P. lowered its stake in shares of Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 36.6% during the fourth quarter, HoldingsChannel reports. The firm owned 83,341 shares of the insurance... More of this article »
Image for SG Americas Securities LLC Acquires 17,597 Shares of Coca-Cola Europacific Partners $CCEP

SG Americas Securities LLC Acquires 17,597 Shares of Coca-Cola Europacific Partners $CCEP

SG Americas Securities LLC grew its holdings in shares of Coca-Cola Europacific Partners (NASDAQ:CCEP – Free Report) by 12.6% in the first quarter, HoldingsChannel reports. The fund owned 156,908 shares of the company’s... More of this article »
Image for Adient $ADNT Position Raised by SG Americas Securities LLC

Adient $ADNT Position Raised by SG Americas Securities LLC

SG Americas Securities LLC grew its position in shares of Adient (NYSE:ADNT – Free Report) by 117.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 913,585 shares... More of this article »
Image for SG Americas Securities LLC Has $19.73 Million Stake in Mohawk Industries, Inc. $MHK

SG Americas Securities LLC Has $19.73 Million Stake in Mohawk Industries, Inc. $MHK

SG Americas Securities LLC increased its position in shares of Mohawk Industries, Inc. (NYSE:MHK – Free Report) by 491.1% during the first quarter, HoldingsChannel reports. The fund owned 200,382 shares of the company’s... More of this article »
Image for Gevo, Inc. (NASDAQ:GEVO) Given Consensus Rating of “Hold” by Brokerages

Gevo, Inc. (NASDAQ:GEVO) Given Consensus Rating of “Hold” by Brokerages

Shares of Gevo, Inc. (NASDAQ:GEVO – Get Free Report) have been given a consensus rating of “Hold” by the five research firms that are covering the firm, Marketbeat Ratings reports. Two investment analysts have rated... More of this article »
Image for TPG RE Finance Trust, Inc. (NYSE:TRTX) Given Average Recommendation of “Moderate Buy” by Brokerages

TPG RE Finance Trust, Inc. (NYSE:TRTX) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of TPG RE Finance Trust, Inc. (NYSE:TRTX – Get Free Report) have been given an average rating of “Moderate Buy” by the six ratings firms that are currently covering the company, MarketBeat Ratings reports.... More of this article »
Image for Hsbc Holdings PLC Purchases 88,567 Shares of Wayfair Inc. $W

Hsbc Holdings PLC Purchases 88,567 Shares of Wayfair Inc. $W

Hsbc Holdings PLC boosted its position in Wayfair Inc. (NYSE:W – Free Report) by 215.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 129,707 shares of the company’s stock after purchasing... More of this article »
Image for OLD National Bancorp IN Purchases 319,690 Shares of General Mills, Inc. $GIS

OLD National Bancorp IN Purchases 319,690 Shares of General Mills, Inc. $GIS

OLD National Bancorp IN grew its holdings in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 389.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Schwab Fundamental Emerging Markets Equity ETF $FNDE Stake Trimmed by Foster & Motley Inc.

Schwab Fundamental Emerging Markets Equity ETF $FNDE Stake Trimmed by Foster & Motley Inc.

Foster & Motley Inc. lessened its holdings in shares of Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 1.8% during the 1st quarter, according to the company in its most recent 13F filing... More of this article »
Image for Maseco LLP Takes $51.69 Million Position in Avantis Responsible International Equity ETF $AVSD

Maseco LLP Takes $51.69 Million Position in Avantis Responsible International Equity ETF $AVSD

Maseco LLP acquired a new position in Avantis Responsible International Equity ETF (NYSEARCA:AVSD – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Schwab U.S. TIPS ETF $SCHP Stock Holdings Lifted by Foster & Motley Inc.

Schwab U.S. TIPS ETF $SCHP Stock Holdings Lifted by Foster & Motley Inc.

Foster & Motley Inc. grew its stake in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 8.7% in the first quarter, Holdings Channel.com reports. The fund owned 982,470 shares of the company’s stock... More of this article »
Image for Williams-Sonoma (NYSE:WSM) Hits New 12-Month High  – Time to Buy?

Williams-Sonoma (NYSE:WSM) Hits New 12-Month High – Time to Buy?

Shares of Williams-Sonoma, Inc. (NYSE:WSM – Get Free Report) hit a new 52-week high on Wednesday . The stock traded as high as $234.89 and last traded at $235.1560, with a volume of 39911 shares traded. The stock had previously... More of this article »
Image for World Acceptance (NASDAQ:WRLD) Hits New 1-Year High  – What’s Next?

World Acceptance (NASDAQ:WRLD) Hits New 1-Year High – What’s Next?

World Acceptance Corporation (NASDAQ:WRLD – Get Free Report)’s share price reached a new 52-week high during trading on Wednesday . The stock traded as high as $189.80 and last traded at $188.7770, with a volume of 13698... More of this article »
Image for Invesco S&P MidCap Quality ETF $XMHQ Shares Sold by Penobscot Wealth Management

Invesco S&P MidCap Quality ETF $XMHQ Shares Sold by Penobscot Wealth Management

Penobscot Wealth Management reduced its position in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 53.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 16,306 shares of the company’s... More of this article »
Image for SPDR Gold MiniShares Trust $GLDM Stock Holdings Increased by Penobscot Wealth Management

SPDR Gold MiniShares Trust $GLDM Stock Holdings Increased by Penobscot Wealth Management

Penobscot Wealth Management grew its holdings in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 14.8% in the first quarter, HoldingsChannel reports. The fund owned 62,725 shares of the company’s... More of this article »
Image for Parkway Wealth Management Group LLC Raises Stake in Invesco BulletShares 2033 Corporate Bond ETF $BSCX

Parkway Wealth Management Group LLC Raises Stake in Invesco BulletShares 2033 Corporate Bond ETF $BSCX

Parkway Wealth Management Group LLC lifted its holdings in Invesco BulletShares 2033 Corporate Bond ETF (NASDAQ:BSCX – Free Report) by 10.2% in the 1st quarter, Holdings Channel.com reports. The fund owned 475,922 shares of... More of this article »
Image for Cardano Risk Management B.V. Sells 4,475,051 Shares of Oracle Corporation $ORCL

Cardano Risk Management B.V. Sells 4,475,051 Shares of Oracle Corporation $ORCL

Cardano Risk Management B.V. decreased its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 89.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Vanguard Short-Term Corporate Bond ETF $VCSH Shares Acquired by Dagco Inc.

Vanguard Short-Term Corporate Bond ETF $VCSH Shares Acquired by Dagco Inc.

Dagco Inc. raised its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 120.1% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 275,973 shares... More of this article »
Image for Analysts Set NexPoint Residential Trust, Inc. (NYSE:NXRT) PT at $27.00

Analysts Set NexPoint Residential Trust, Inc. (NYSE:NXRT) PT at $27.00

Shares of NexPoint Residential Trust, Inc. (NYSE:NXRT – Get Free Report) have been assigned a consensus recommendation of “Reduce” from the five research firms that are currently covering the firm, MarketBeat.com... More of this article »
Image for Neste OYJ – Unsponsored ADR (OTCMKTS:NTOIY) Given Consensus Rating of “Buy” by Analysts

Neste OYJ – Unsponsored ADR (OTCMKTS:NTOIY) Given Consensus Rating of “Buy” by Analysts

Shares of Neste OYJ – Unsponsored ADR (OTCMKTS:NTOIY – Get Free Report) have earned a consensus rating of “Buy” from the seven ratings firms that are presently covering the stock, MarketBeat Ratings reports.... More of this article »
Image for Reviewing Rapport Therapeutics (NASDAQ:RAPP) & Rallybio (NASDAQ:RLYB)

Reviewing Rapport Therapeutics (NASDAQ:RAPP) & Rallybio (NASDAQ:RLYB)

Rapport Therapeutics (NASDAQ:RAPP – Get Free Report) and Rallybio (NASDAQ:RLYB – Get Free Report) are both small-cap medical companies, but which is the superior business? We will contrast the two businesses based on the... More of this article »