Home » Author Archive
World Equity Group Inc. Makes New $509,000 Investment in FT Vest U.S. Equity Buffer ETF – April $FAPR
World Equity Group Inc. purchased a new stake in FT Vest U.S. Equity Buffer ETF – April (BATS:FAPR – Free Report) during the second quarter, HoldingsChannel.com reports. The fund purchased 10,887 shares of the company’s... More of this article »
Redhawk Wealth Advisors Inc. Grows Stock Holdings in iShares Gold Trust $IAU
Redhawk Wealth Advisors Inc. lifted its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 54.1% during the 2nd quarter, HoldingsChannel reports. The firm owned 27,978 shares of the exchange traded fund’s... More of this article »
Viking (VIK) Projected to Post Quarterly Earnings on Tuesday
Viking (NYSE:VIK – Get Free Report) is anticipated to issue its Q2 2026 results before the market opens on Tuesday, August 18th. Analysts expect Viking to post earnings of $1.26 per share and revenue of $2.1386 billion for the... More of this article »
Steel Dynamics, Inc. $STLD Shares Sold by Generali Investments Management Co LLC
Generali Investments Management Co LLC trimmed its holdings in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 71.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
KWB Wealth Has $83 Million Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV
KWB Wealth reduced its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 16.1% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Revolve Wealth Partners LLC Purchases 18,293 Shares of Avantis U.S. Equity ETF $AVUS
Revolve Wealth Partners LLC lifted its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 114.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Spinnaker Investment Group LLC Invests $699,000 in Walker & Dunlop, Inc. $WD
Spinnaker Investment Group LLC bought a new position in Walker & Dunlop, Inc. (NYSE:WD – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »KMG Fiduciary Partners LLC Decreases Position in Walmart Inc. $WMT
KMG Fiduciary Partners LLC lowered its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 30.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Spinnaker Investment Group LLC Has $4.76 Million Stake in Vanguard Total Stock Market ETF $VTI
Spinnaker Investment Group LLC boosted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 100.1% in the second quarter, HoldingsChannel.com reports. The firm owned 12,874 shares of the ETF’s stock... More of this article »
E. Ohman J or Asset Management AB Grows Position in Johnson & Johnson $JNJ
E. Ohman J or Asset Management AB grew its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.7% in the 2nd quarter, Holdings Channel.com reports. The firm owned 59,384 shares of the company’s stock... More of this article »
Sapient Capital LLC Takes $797,000 Position in Seagate Technology Holdings PLC $STX
Sapient Capital LLC acquired a new position in Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Meta Platforms, Inc. $META Stake Decreased by KMG Fiduciary Partners LLC
KMG Fiduciary Partners LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 25.9% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 32,792 shares of the social... More of this article »
KMG Fiduciary Partners LLC Buys 35,205 Shares of Kinder Morgan, Inc. $KMI
KMG Fiduciary Partners LLC lifted its stake in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 24.6% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned 178,106 shares... More of this article »
NioCorp Developments Ltd. (NASDAQ:NB) Receives $10.23 Consensus Price Target from Analysts
Shares of NioCorp Developments Ltd. (NASDAQ:NB – Get Free Report) have been assigned an average rating of “Hold” from the five research firms that are covering the company, MarketBeat Ratings reports. One research... More of this article »
Quanta Services, Inc. $PWR Stock Position Cut by Fulton Bank N.A.
Fulton Bank N.A. decreased its stake in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 10.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Fulton Bank N.A. Purchases 1,569 Shares of American Express Company $AXP
Fulton Bank N.A. boosted its position in shares of American Express Company (NYSE:AXP) by 15.9% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,461 shares... More of this article »
Nixxy (NIXXW) Projected to Release Earnings on Tuesday
Nixxy (NASDAQ:NIXXW – Get Free Report) is expected to be posting its resultson Tuesday, August 18th. Analysts expect Nixxy to announce earnings of ($0.15) per share and revenue of $6.7690 million for the quarter. Nixxy Price... More of this article »
Paladin Wealth LLC Has $15.31 Million Stake in State Street SPDR Portfolio S&P 500 ETF $SPYM
Paladin Wealth LLC boosted its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 12.3% in the 2nd quarter, HoldingsChannel reports. The fund owned 174,264 shares of the company’s... More of this article »
SPDR Portfolio Aggregate Bond ETF $SPAB is Wealthcare Advisory Partners LLC’s 8th Largest Position
Wealthcare Advisory Partners LLC boosted its stake in shares of SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 6.3% during the second quarter, according to the company in its most recent Form 13F filing with... More of this article »
iShares Core U.S. Aggregate Bond ETF $AGG is Kopp Family Office LLC’s Largest Position
Kopp Family Office LLC raised its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 22.6% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Sapient Capital LLC Increases Stake in iShares MBS ETF $MBB
Sapient Capital LLC increased its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 838.9% in the second quarter, Holdings Channel reports. The firm owned 21,153 shares of the company’s stock after purchasing an additional... More of this article »
Revolve Wealth Partners LLC Increases Stock Position in Schwab International Equity ETF $SCHF
Revolve Wealth Partners LLC lifted its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.5% during the second quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Sapient Capital LLC Reduces Holdings in Oracle Corporation $ORCL
Sapient Capital LLC decreased its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 38.2% in the 2nd quarter, Holdings Channel reports. The fund owned 9,050 shares of the enterprise software provider’s... More of this article »
Sapient Capital LLC Has $3.77 Million Position in Vanguard Total International Stock ETF $VXUS
Sapient Capital LLC grew its holdings in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 97.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Revolve Wealth Partners LLC Takes Position in The PNC Financial Services Group, Inc $PNC
Revolve Wealth Partners LLC purchased a new position in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Revolve Wealth Partners LLC Raises Stock Position in Meta Platforms, Inc. $META
Revolve Wealth Partners LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 14.7% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 10,259 shares of the social networking... More of this article »
Head to Head Contrast: Labcorp (NYSE:LH) & Agilon Health (NYSE:AGL)
Labcorp (NYSE:LH – Get Free Report) and Agilon Health (NYSE:AGL – Get Free Report) are both healthcare companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends,... More of this article »
Critical Survey: Ridgepost Capital (RPC) and The Competition
Ridgepost Capital (NYSE:RPC – Get Free Report) is one of 1,753 publicly-traded companies in the “Capital Markets” industry, but how does it contrast to its peers? We will compare Ridgepost Capital to related companies... More of this article »
Sugarmade (OTCMKTS:SGMD) vs. West Fraser Timber (NYSE:WFG) Critical Survey
West Fraser Timber (NYSE:WFG – Get Free Report) and Sugarmade (OTCMKTS:SGMD – Get Free Report) are both materials companies, but which is the superior stock? We will contrast the two businesses based on the strength of... More of this article »
Analysts Set 3D Systems Corporation (NYSE:DDD) Target Price at $5.50
3D Systems Corporation (NYSE:DDD – Get Free Report) has earned a consensus rating of “Hold” from the five brokerages that are covering the company, MarketBeat Ratings reports. One analyst has rated the stock with... More of this article »
Cellectar Biosciences (CLRB) to Post Earnings on Thursday
Cellectar Biosciences (NASDAQ:CLRB – Get Free Report) is anticipated to post its Q2 2026 results before the market opens on Thursday, August 13th. Analysts expect Cellectar Biosciences to announce earnings of ($0.55) per share... More of this article »
LTC Properties, Inc. $LTC Shares Sold by Janus Henderson Group PLC
Janus Henderson Group PLC decreased its position in LTC Properties, Inc. (NYSE:LTC – Free Report) by 58.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
BlackBerry Limited (NYSE:BB) Receives Consensus Recommendation of “Hold” from Analysts
BlackBerry Limited (NYSE:BB – Get Free Report) has been assigned an average rating of “Hold” from the eleven research firms that are covering the company, MarketBeat reports. Eight equities research analysts have... More of this article »
PensionDanmark Pensionsforsikringsaktieselskab Has $2.39 Million Stock Position in Echostar CORP $ECHO
PensionDanmark Pensionsforsikringsaktieselskab raised its position in shares of Echostar CORP (NASDAQ:ECHO – Free Report) by 479.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Stanley Black & Decker, Inc. $SWK Shares Sold by Pacer Advisors Inc.
Pacer Advisors Inc. trimmed its stake in shares of Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 48.6% during the 1st quarter, Holdings Channel reports. The fund owned 8,290 shares of the industrial products... More of this article »
Pacer Advisors Inc. Has $685,000 Holdings in Hasbro, Inc. $HAS
Pacer Advisors Inc. cut its holdings in shares of Hasbro, Inc. (NASDAQ:HAS – Free Report) by 90.4% during the 1st quarter, Holdings Channel reports. The firm owned 7,318 shares of the company’s stock after selling 68,945... More of this article »
KORE Group (KORE) Expected to Release Quarterly Earnings on Thursday
KORE Group (NYSE:KORE – Get Free Report) is expected to be announcing its Q2 2026 results before the market opens on Thursday, August 13th. Analysts expect KORE Group to announce earnings of ($0.40) per share and revenue of... More of this article »
Innovative Solutions and Support (ISSC) Expected to Release Earnings on Thursday
Innovative Solutions and Support (NASDAQ:ISSC – Get Free Report) is expected to be issuing its Q3 2026 results before the market opens on Thursday, August 13th. Analysts expect the company to announce earnings of $0.24 per share... More of this article »
NewEdge Advisors LLC Acquires 15,853 Shares of Global X MLP & Energy Infrastructure ETF $MLPX
NewEdge Advisors LLC grew its holdings in Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX – Free Report) by 20.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
NewEdge Advisors LLC Sells 910 Shares of Ameriprise Financial, Inc. $AMP
NewEdge Advisors LLC lessened its position in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 5.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
EOG Resources, Inc. $EOG Shares Sold by NewEdge Advisors LLC
NewEdge Advisors LLC cut its holdings in EOG Resources, Inc. (NYSE:EOG – Free Report) by 10.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
56,420 Shares in Parke Bancorp, Inc. $PKBK Bought by Sei Investments Co.
Sei Investments Co. bought a new position in shares of Parke Bancorp, Inc. (NASDAQ:PKBK – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 56,420 shares... More of this article »
Sei Investments Co. Buys 12,288 Shares of Universal Corporation $UVV
Sei Investments Co. grew its position in shares of Universal Corporation (NYSE:UVV – Free Report) by 77.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Defender Capital LLC. Reduces Position in Intel Corporation $INTC
Defender Capital LLC. decreased its holdings in Intel Corporation (NASDAQ:INTC – Free Report) by 79.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Janus Henderson Group PLC Sells 272,741 Shares of Peloton Interactive, Inc. $PTON
Janus Henderson Group PLC lessened its stake in Peloton Interactive, Inc. (NASDAQ:PTON – Free Report) by 63.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Royal Bank of Canada Buys 96,222 Shares of Global X Russell 2000 Covered Call ETF $RYLD
Royal Bank of Canada raised its stake in shares of Global X Russell 2000 Covered Call ETF (NYSEARCA:RYLD – Free Report) by 20.9% in the first quarter, Holdings Channel reports. The fund owned 556,202 shares of the company’s... More of this article »
Fomento Economico Mexicano S.A.B. de C.V. $FMX Shares Acquired by Quantinno Capital Management LP
Quantinno Capital Management LP lifted its position in Fomento Economico Mexicano S.A.B. de C.V. (NYSE:FMX – Free Report) by 45.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Head-To-Head Review: BrightView (NYSE:BV) versus China Conch Venture (OTCMKTS:CCVTF)
China Conch Venture (OTCMKTS:CCVTF – Get Free Report) and BrightView (NYSE:BV – Get Free Report) are both industrials companies, but which is the superior business? We will contrast the two businesses based on the strength... More of this article »
