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SG Americas Securities LLC Increases Holdings in Okta, Inc. $OKTA
SG Americas Securities LLC raised its holdings in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) by 641.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
SG Americas Securities LLC Has $32.66 Million Position in MongoDB, Inc. $MDB
SG Americas Securities LLC increased its position in MongoDB, Inc. (NASDAQ:MDB – Free Report) by 984.2% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 133,416 shares of the company’s... More of this article »
Steph & Co. Increases Position in Fidelity Enhanced International ETF $FENI
Steph & Co. grew its position in Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) by 6.8% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 320,835 shares of the company’s... More of this article »
Total Clarity Wealth Management Inc. Buys New Position in Elevance Health, Inc. $ELV
Total Clarity Wealth Management Inc. bought a new stake in Elevance Health, Inc. (NYSE:ELV – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dimensional Emerging Core Equity Market ETF $DFAE Shares Acquired by Vermillion Wealth Management Inc.
Vermillion Wealth Management Inc. boosted its position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 8.7% during the first quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Hixon Zuercher LLC Takes $507,000 Position in Goldman Sachs S&P 500 Core Premium Income ETF $GPIX
Hixon Zuercher LLC bought a new position in shares of Goldman Sachs S&P 500 Core Premium Income ETF (NASDAQ:GPIX – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Keudell Morrison Wealth Management Grows Stock Position in JPMorgan Municipal ETF $JMUB
Keudell Morrison Wealth Management lifted its position in JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 15.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Verizon Communications Inc. $VZ Shares Acquired by Cidel Asset Management Inc.
Cidel Asset Management Inc. lifted its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 18.0% during the first quarter, Holdings Channel reports. The firm owned 80,225 shares of the cell phone carrier’s... More of this article »
Richards Merrill & Peterson Inc. Grows Stock Holdings in Capital Group Short Duration Income ETF $CGSD
Richards Merrill & Peterson Inc. lifted its holdings in Capital Group Short Duration Income ETF (NYSEARCA:CGSD – Free Report) by 50.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Riverbridge Partners LLC Lowers Stock Position in Charles River Laboratories International, Inc. $CRL
Riverbridge Partners LLC trimmed its position in Charles River Laboratories International, Inc. (NYSE:CRL – Free Report) by 35.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
BE Semiconductor Industries (OTCMKTS:BESIY) Hits New 1-Year High – Here’s Why
BE Semiconductor Industries NV (OTCMKTS:BESIY – Get Free Report) hit a new 52-week high during trading on Monday . The stock traded as high as $374.33 and last traded at $370.2150, with a volume of 799 shares traded. The stock... More of this article »
UBS Group (NYSE:UBS) Hits New 52-Week High – Here’s Why
UBS Group AG (NYSE:UBS – Get Free Report)’s stock price reached a new 52-week high during trading on Monday . The company traded as high as $51.15 and last traded at $51.0790, with a volume of 232452 shares changing hands.... More of this article »
SVB Wealth LLC Reduces Holdings in Masco Corporation $MAS
SVB Wealth LLC lowered its position in shares of Masco Corporation (NYSE:MAS – Free Report) by 32.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 18,494... More of this article »
16,427 Shares in Pacer US Cash Cows 100 ETF $COWZ Acquired by Signal Advisors Wealth LLC
Signal Advisors Wealth LLC purchased a new position in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
PMG Wealth Management Inc. Has $6.11 Million Stock Position in John Hancock Multifactor Large Cap ETF $JHML
PMG Wealth Management Inc. grew its stake in shares of John Hancock Multifactor Large Cap ETF (NYSEARCA:JHML – Free Report) by 76.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Total Clarity Wealth Management Inc. Makes New Investment in Cleveland-Cliffs Inc. $CLF
Total Clarity Wealth Management Inc. bought a new position in Cleveland-Cliffs Inc. (NYSE:CLF – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Vermillion Wealth Management Inc. Boosts Stake in Dimensional U.S. Equity ETF $DFUS
Vermillion Wealth Management Inc. grew its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 3.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
JPMorgan Equity Premium Income ETF $JEPI is Prentice Wealth Management LLC’s 8th Largest Position
Prentice Wealth Management LLC lowered its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.8% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
HHM Wealth Advisors LLC Has $38.17 Million Holdings in SPDR Portfolio Short Term Treasury ETF $SPTS
HHM Wealth Advisors LLC lifted its holdings in shares of SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 19.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 1,308,197 shares of... More of this article »
144,880 Shares in Coca-Cola Europacific Partners $CCEP Acquired by Verde Servicos Internacionais S.A.
Verde Servicos Internacionais S.A. bought a new position in shares of Coca-Cola Europacific Partners (NASDAQ:CCEP – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Verde Servicos Internacionais S.A. Acquires New Shares in iShares Silver Trust $SLV
Verde Servicos Internacionais S.A. bought a new stake in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Focused Wealth Management Inc Purchases New Position in Linde PLC $LIN
Focused Wealth Management Inc acquired a new position in shares of Linde PLC (NASDAQ:LIN – Free Report) in the first quarter, HoldingsChannel.com reports. The institutional investor acquired 1,240 shares of the basic materials... More of this article »
Consilium Wealth Advisory LLC Boosts Position in Micron Technology, Inc. $MU
Consilium Wealth Advisory LLC increased its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 34.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Viking Holdings Ltd. (NYSE:VIK) Receives $96.38 Average Target Price from Analysts
Viking Holdings Ltd. (NYSE:VIK – Get Free Report) has received an average rating of “Moderate Buy” from the seventeen analysts that are currently covering the stock, MarketBeat.com reports. One investment analyst... More of this article »
Equity Residential (NYSE:EQR) Given Average Rating of “Hold” by Brokerages
Equity Residential (NYSE:EQR – Get Free Report) has been given a consensus recommendation of “Hold” by the twenty-three brokerages that are currently covering the firm, Marketbeat.com reports. Thirteen investment... More of this article »
Reviewing Check-Cap (NASDAQ:MBAI) & Shoulder Innovations (NYSE:SI)
Shoulder Innovations (NYSE:SI – Get Free Report) and Check-Cap (NASDAQ:MBAI – Get Free Report) are both small-cap medical companies, but which is the superior stock? We will compare the two businesses based on the strength... More of this article »
Contrasting New World Development (OTCMKTS:NDVLY) and AMREP (NYSE:AXR)
New World Development (OTCMKTS:NDVLY – Get Free Report) and AMREP (NYSE:AXR – Get Free Report) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the... More of this article »
Vistra Corp. $VST Position Decreased by Kirr Marbach & Co. LLC IN
Kirr Marbach & Co. LLC IN trimmed its position in shares of Vistra Corp. (NYSE:VST – Free Report) by 2.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
iShares MSCI All Country Asia ex Japan ETF (NASDAQ:AAXJ) Reaches New 12-Month High – Here’s Why
iShares MSCI All Country Asia ex Japan ETF (NASDAQ:AAXJ – Get Free Report) hit a new 52-week high on Monday . The stock traded as high as $124.00 and last traded at $124.00, with a volume of 309 shares traded. The stock had previously... More of this article »
Invesco S&P 500 High Beta ETF (NYSEARCA:SPHB) Hits New 52-Week High – What’s Next?
Invesco S&P 500 High Beta ETF (NYSEARCA:SPHB – Get Free Report) shares hit a new 52-week high on Monday . The company traded as high as $156.00 and last traded at $156.00, with a volume of 1927 shares trading hands. The... More of this article »
Trio-Tech International (NYSE:TRT) Director Jason Adelman Sells 5,000 Shares
Trio-Tech International (NYSE:TRT – Get Free Report) Director Jason Adelman sold 5,000 shares of the stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $15.84, for a total value of $79,200.00.... More of this article »
Signal Advisors Wealth LLC Sells 1,414 Shares of VanEck Semiconductor ETF $SMH
Signal Advisors Wealth LLC trimmed its position in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 23.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Hendley & Co. Inc. Decreases Stake in Chevron Corporation $CVX
Hendley & Co. Inc. trimmed its position in Chevron Corporation (NYSE:CVX – Free Report) by 16.9% in the first quarter, according to its most recent filing with the SEC. The fund owned 41,085 shares of the oil and gas company’s... More of this article »
SVB Wealth LLC Reduces Position in Costco Wholesale Corporation $COST
SVB Wealth LLC trimmed its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 27.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,911... More of this article »
Signal Advisors Wealth LLC Boosts Stock Position in Netflix, Inc. $NFLX
Signal Advisors Wealth LLC raised its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 54.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Novare Capital Management LLC Reduces Position in Schwab U.S. Mid-Cap ETF $SCHM
Novare Capital Management LLC trimmed its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 72.8% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 9,055... More of this article »
Prentice Wealth Management LLC Sells 7,107 Shares of Invesco S&P 100 Equal Weight ETF $EQWL
Prentice Wealth Management LLC trimmed its position in Invesco S&P 100 Equal Weight ETF (NYSEARCA:EQWL – Free Report) by 4.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Rockefeller Capital Management L.P. Invests $14.65 Million in Marsh & McLennan Companies, Inc. $MRSH
Rockefeller Capital Management L.P. purchased a new stake in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm purchased 78,917 shares of the financial... More of this article »
Pacer Advisors Inc. Acquires 6,502 Shares of Jack Henry & Associates, Inc. $JKHY
Pacer Advisors Inc. boosted its holdings in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY – Free Report) by 109.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Pacer Advisors Inc. Buys New Holdings in Insmed, Inc. $INSM
Pacer Advisors Inc. purchased a new position in shares of Insmed, Inc. (NASDAQ:INSM – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 15,583 shares of the biopharmaceutical... More of this article »
Consilium Wealth Advisory LLC Buys Shares of 3,943 Marathon Petroleum Corporation $MPC
Consilium Wealth Advisory LLC purchased a new stake in Marathon Petroleum Corporation (NYSE:MPC – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Hsbc Holdings PLC Purchases 7,759 Shares of Spotify Technology $SPOT
Hsbc Holdings PLC lifted its position in shares of Spotify Technology (NYSE:SPOT – Free Report) by 16.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Hsbc Holdings PLC Raises Stake in BXP, Inc. $BXP
Hsbc Holdings PLC boosted its stake in shares of BXP, Inc. (NYSE:BXP – Free Report) by 18.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 776,982 shares of the real... More of this article »
Namandje Bumpus Sells 3,963 Shares of Recursion Pharmaceuticals (NASDAQ:RXRX) Stock
Recursion Pharmaceuticals, Inc. (NASDAQ:RXRX – Get Free Report) Director Namandje Bumpus sold 3,963 shares of the company’s stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price... More of this article »
Head to Head Comparison: Decent (NASDAQ:DXST) and Aqua Metals (NASDAQ:AQMS)
Aqua Metals (NASDAQ:AQMS – Get Free Report) and Decent (NASDAQ:DXST – Get Free Report) are both small-cap business services companies, but which is the better investment? We will contrast the two companies based on the... More of this article »
Rockefeller Capital Management L.P. Purchases 11,961 Shares of Invesco S&P 500 Top 50 ETF $XLG
Rockefeller Capital Management L.P. boosted its position in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 3.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 320,335 shares... More of this article »
Purpose Unlimited Inc. Makes New $41.60 Million Investment in Apple Inc. $AAPL
Purpose Unlimited Inc. acquired a new position in Apple Inc. (NASDAQ:AAPL – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Pacer Advisors Inc. Acquires 5,529 Shares of Broadridge Financial Solutions, Inc. $BR
Pacer Advisors Inc. raised its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 58.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 15,031 shares of the business... More of this article »