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Park Edge Advisors LLC Purchases New Stake in Wells Fargo & Company $WFC
Park Edge Advisors LLC acquired a new position in shares of Wells Fargo & Company (NYSE:WFC) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares 7-10 Year Treasury Bond ETF $IEF Stock Position Reduced by Ritholtz Wealth Management
Ritholtz Wealth Management lessened its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 5.3% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Leeward Financial Partners LLC Acquires 64,700 Shares of Vanguard Ultra-Short Bond ETF $VUSB
Leeward Financial Partners LLC raised its holdings in Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 41.4% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Arqit Quantum (NASDAQ:ARQQ) CRO Jennifer Bers Sells 8,288 Shares of Stock
Arqit Quantum Inc. (NASDAQ:ARQQ – Get Free Report) CRO Jennifer Bers sold 8,288 shares of Arqit Quantum stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $21.42, for a total... More of this article »
Direxion Daily Semiconductors Bull 3x Shares (NYSEARCA:SOXL) Shares Gap Down – Should You Sell?
Direxion Daily Semiconductors Bull 3x Shares (NYSEARCA:SOXL – Get Free Report) shares gapped down prior to trading on Tuesday . The stock had previously closed at $300.77, but opened at $236.00. Direxion Daily Semiconductors... More of this article »
Riverbridge Partners LLC Has $544,000 Holdings in iShares Russell 2000 ETF $IWM
Riverbridge Partners LLC decreased its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 97.7% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Leeward Investments LLC MA Sells 5,882 Shares of Casey’s General Stores, Inc. $CASY
Leeward Investments LLC MA trimmed its holdings in shares of Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) by 42.4% in the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Nextpower Inc. (NASDAQ:NXT) Receives Average Recommendation of “Moderate Buy” from Analysts
Nextpower Inc. (NASDAQ:NXT – Get Free Report) has been given a consensus recommendation of “Moderate Buy” by the twenty-five ratings firms that are currently covering the stock, Marketbeat reports. Five investment... More of this article »
Rockefeller Capital Management L.P. Lowers Position in FedEx Corporation $FDX
Rockefeller Capital Management L.P. decreased its stake in shares of FedEx Corporation (NYSE:FDX – Free Report) by 55.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 41,207 shares of the shipping service provider’s... More of this article »
Dollar Tree, Inc. $DLTR Shares Sold by Rockefeller Capital Management L.P.
Rockefeller Capital Management L.P. decreased its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 19.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Chevron Corporation $CVX Shares Sold by Richards Merrill & Peterson Inc.
Richards Merrill & Peterson Inc. cut its stake in Chevron Corporation (NYSE:CVX – Free Report) by 12.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Franklin FTSE South Korea ETF (NYSEARCA:FLKR) Shares Gap Down – Here’s What Happened
Shares of Franklin FTSE South Korea ETF (NYSEARCA:FLKR – Get Free Report) gapped down before the market opened on Tuesday . The stock had previously closed at $72.25, but opened at $63.77. Franklin FTSE South Korea ETF shares... More of this article »
Insulet (NASDAQ:PODD) Shares Gap Up – Should You Buy?
Insulet Corporation (NASDAQ:PODD – Get Free Report)’s stock price gapped up prior to trading on Tuesday . The stock had previously closed at $138.97, but opened at $143.00. Insulet shares last traded at $144.3340, with... More of this article »
Vanguard FTSE Emerging Markets ETF $VWO is Tanager Wealth Management LLP’s 9th Largest Position
Tanager Wealth Management LLP grew its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 4.6% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Silver Oak Securities Incorporated Purchases 7,520 Shares of Vanguard Core-Plus Bond ETF $VPLS
Silver Oak Securities Incorporated raised its holdings in shares of Vanguard Core-Plus Bond ETF (NASDAQ:VPLS – Free Report) by 13.7% during the first quarter, Holdings Channel reports. The fund owned 62,606 shares of the company’s... More of this article »
NVIDIA Corporation $NVDA is Terra Nova Asset Management LLC’s 10th Largest Position
Terra Nova Asset Management LLC grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 99.5% during the first quarter, Holdings Channel reports. The institutional investor owned 19,318 shares of the computer... More of this article »
Silver Oak Securities Incorporated Takes $2.16 Million Position in First Trust Intermediate Government Opportunities ETF $MGOV
Silver Oak Securities Incorporated bought a new position in shares of First Trust Intermediate Government Opportunities ETF (NYSEARCA:MGOV – Free Report) during the first quarter, according to its most recent Form 13F filing... More of this article »
MinichMacGregor Wealth Management LLC Makes New Investment in iShares Semiconductor ETF $SOXX
MinichMacGregor Wealth Management LLC purchased a new stake in shares of iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Friedenthal Financial Has $4.19 Million Stock Position in First Trust Low Duration Opportunities ETF $LMBS
Friedenthal Financial reduced its holdings in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 49.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange... More of this article »
SoFi Technologies, Inc. $SOFI Shares Acquired by Fiduciary Alliance LLC
Fiduciary Alliance LLC boosted its stake in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 32.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Helios Technologies (NYSE:HLIO) Insider Matteo Arduini Sells 4,000 Shares of Stock
Helios Technologies, Inc (NYSE:HLIO – Get Free Report) insider Matteo Arduini sold 4,000 shares of the firm’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $89.93, for a total... More of this article »
Septerna (NASDAQ:SEPN) SVP Daniel Long Sells 15,000 Shares of Stock
Septerna, Inc. (NASDAQ:SEPN – Get Free Report) SVP Daniel Long sold 15,000 shares of the firm’s stock in a transaction dated Monday, June 22nd. The stock was sold at an average price of $35.51, for a total transaction of... More of this article »
Arcus Biosciences (NYSE:RCUS) President Juan Jaen Sells 15,764 Shares of Stock
Arcus Biosciences, Inc. (NYSE:RCUS – Get Free Report) President Juan Jaen sold 15,764 shares of Arcus Biosciences stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $27.73, for a total... More of this article »
iShares S&P Small-Cap 600 Growth ETF $IJT Position Raised by Kestra Private Wealth Services LLC
Kestra Private Wealth Services LLC grew its position in shares of iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 5.7% in the 1st quarter, HoldingsChannel.com reports. The fund owned 146,265 shares of... More of this article »
Kestra Private Wealth Services LLC Sells 12,802 Shares of JPMorgan Equity Premium Income ETF $JEPI
Kestra Private Wealth Services LLC reduced its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 1.9% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Kopp Family Office LLC Trims Stake in Viridian Therapeutics, Inc. $VRDN
Kopp Family Office LLC cut its position in shares of Viridian Therapeutics, Inc. (NASDAQ:VRDN – Free Report) by 68.1% in the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Surience Private Wealth LLC Invests $552,000 in ProShares UltraPro QQQ $TQQQ
Surience Private Wealth LLC bought a new stake in shares of ProShares UltraPro QQQ (NASDAQ:TQQQ – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Provenance Wealth Advisors LLC Sells 10,374 Shares of Vanguard Dividend Appreciation ETF $VIG
Provenance Wealth Advisors LLC cut its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Astrazeneca Plc $AZN Shares Sold by Ritholtz Wealth Management
Ritholtz Wealth Management lowered its position in Astrazeneca Plc (NYSE:AZN – Free Report) by 52.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Global Financial Private Client LLC Acquires New Position in Ball Corporation $BALL
Global Financial Private Client LLC acquired a new stake in shares of Ball Corporation (NYSE:BALL – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Ritholtz Wealth Management Increases Position in The Goldman Sachs Group, Inc. $GS
Ritholtz Wealth Management increased its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 5.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
RFG Advisory LLC Has $15.41 Million Stake in SPDR Portfolio Developed World ex-US ETF $SPDW
RFG Advisory LLC reduced its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 18.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Independence Wealth Advisors LLC Sells 2,811 Shares of iShares Russell 2000 ETF $IWM
Independence Wealth Advisors LLC cut its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 18.4% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 12,443 shares of the... More of this article »
SPDR Portfolio S&P 500 Value ETF $SPYV Shares Acquired by Fifth Third Wealth Advisors LLC
Fifth Third Wealth Advisors LLC increased its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 15.9% in the first quarter, according to the company in its most recent filing with the... More of this article »
OP Asset Management Ltd Invests $28.38 Million in McKesson Corporation $MCK
OP Asset Management Ltd purchased a new position in McKesson Corporation (NYSE:MCK – Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased... More of this article »
OP Asset Management Ltd Makes New $24.29 Million Investment in Comfort Systems USA, Inc. $FIX
OP Asset Management Ltd purchased a new stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the first quarter, according to the company in its most recent filing with the SEC. The firm purchased 17,617 shares... More of this article »
Friedenthal Financial Makes New Investment in Omega Healthcare Investors, Inc. $OHI
Friedenthal Financial purchased a new position in Omega Healthcare Investors, Inc. (NYSE:OHI – 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 »
Amneal Pharmaceuticals, Inc. (NASDAQ:AMRX) Given Average Rating of “Moderate Buy” by Brokerages
Amneal Pharmaceuticals, Inc. (NASDAQ:AMRX – Get Free Report) has received an average recommendation of “Moderate Buy” from the seven ratings firms that are currently covering the stock, MarketBeat reports. Two equities... More of this article »
Greenup Street Wealth Management LLC Takes Position in VanEck Uranium and Nuclear ETF $NLR
Greenup Street Wealth Management LLC bought a new stake in VanEck Uranium and Nuclear ETF (NYSEARCA:NLR – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Krilogy Financial LLC Has $1.49 Million Holdings in Expedia Group, Inc. $EXPE
Krilogy Financial LLC trimmed its stake in Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 39.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
FT Vest U.S. Equity Buffer ETF – August $FAUG Shares Sold by Signal Advisors Wealth LLC
Signal Advisors Wealth LLC trimmed its holdings in shares of FT Vest U.S. Equity Buffer ETF – August (BATS:FAUG – Free Report) by 52.2% during the first quarter, according to the company in its most recent Form 13F filing... More of this article »
Signal Advisors Wealth LLC Buys 1,527 Shares of Vanguard Small-Cap Growth ETF $VBK
Signal Advisors Wealth LLC increased its stake in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 156.0% during the first quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Receives $376.78 Consensus Target Price from Brokerages
Shares of Alphabet Inc. (NASDAQ:GOOG – Get Free Report) have received a consensus recommendation of “Buy” from the thirty-eight ratings firms that are presently covering the stock, MarketBeat Ratings reports. Four... More of this article »
Krilogy Financial LLC Sells 866 Shares of Invesco QQQ $QQQ
Krilogy Financial LLC lessened its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
RFG Advisory LLC Acquires 135,141 Shares of Fidelity Enhanced International ETF $FENI
RFG Advisory LLC grew its holdings in shares of Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) by 17.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 902,738... More of this article »
Mitchell Austin Rudy Purchases 7,500 Shares of Bonk (NASDAQ:BNKK) Stock
Bonk, Inc. (NASDAQ:BNKK – Get Free Report) Director Mitchell Austin Rudy acquired 7,500 shares of the firm’s stock in a transaction dated Monday, June 22nd. The stock was bought at an average cost of $1.56 per share, for... More of this article »
Fifth Third Wealth Advisors LLC Purchases 29,459 Shares of Southern Company (The) $SO
Fifth Third Wealth Advisors LLC increased its position in shares of Southern Company (The) (NYSE:SO – Free Report) by 268.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
OP Asset Management Ltd Takes Position in Bristol Myers Squibb Company $BMY
OP Asset Management Ltd acquired a new position in Bristol Myers Squibb Company (NYSE:BMY – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »