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M Holdings Securities Inc. Makes New Investment in Vanguard U.S. Quality Factor ETF $VFQY
M Holdings Securities Inc. acquired a new stake in Vanguard U.S. Quality Factor ETF (BATS:VFQY – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 8,977 shares... More of this article »
StoneX Group Inc. Acquires New Shares in ProShares Ultra Silver $AGQ
StoneX Group Inc. acquired a new stake in ProShares Ultra Silver (NYSEARCA:AGQ – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 17,870 shares of the exchange... More of this article »
140,806 Shares of iShares 5-10 Year Investment Grade Corporate Bond ETF $IGIB Bought by Leuthold Group LLC
Leuthold Group LLC purchased a new position in shares of iShares 5-10 Year Investment Grade Corporate Bond ETF (NASDAQ:IGIB – Free Report) during the 3rd quarter, HoldingsChannel reports. The institutional investor purchased... More of this article »
Leuthold Group LLC Makes New $4.45 Million Investment in Gen Digital Inc. $GEN
Leuthold Group LLC bought a new stake in shares of Gen Digital Inc. (NASDAQ:GEN – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 201,947... More of this article »
NetApp, Inc. $NTAP Stock Sold by Kestra Investment Management LLC
Kestra Investment Management LLC cut its stake in shares of NetApp, Inc. (NASDAQ:NTAP – Free Report) by 31.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
The Travelers Companies, Inc. $TRV Stock Position Raised by Leuthold Group LLC
Leuthold Group LLC boosted its position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 9.7% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 17,564 shares of the insurance... More of this article »
ServiceNow, Inc. $NOW Stock: Running Oak Capital LLC Boosts Stake
Running Oak Capital LLC increased its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 4.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 110,540 shares of the information... More of this article »
Kelly Services, Inc. $KELYA Shares Sold by Private Management Group Inc.
Private Management Group Inc. cut its stake in shares of Kelly Services, Inc. (NASDAQ:KELYA – Free Report) by 5.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
LPL Financial Holdings Inc. $LPLA Shares Newly Purchased by M Holdings Securities Inc.
M Holdings Securities Inc. purchased a new position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) during the third quarter, Holdings Channel reports. The firm purchased 3,062 shares of the financial services... More of this article »
Reviewing Gloo (NASDAQ:GLOO) and LivePerson (NASDAQ:LPSN)
Gloo (NASDAQ:GLOO – Get Free Report) and LivePerson (NASDAQ:LPSN – Get Free Report) are both small-cap technology companies, but which is the superior stock? We will contrast the two businesses based on the strength of... More of this article »
101,199 Valero Energy Corporation $VLO Shares Sold by Private Management Group Inc.
Private Management Group Inc. lowered its stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 47.9% in the third quarter, HoldingsChannel reports. The firm owned 109,997 shares of the oil and gas company’s... More of this article »
The Kroger Co. $KR Stock Position Boosted by Joseph Group Capital Management
Joseph Group Capital Management raised its position in The Kroger Co. (NYSE:KR – Free Report) by 20.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Joseph Group Capital Management Makes New $712,000 Investment in VanEck CLO ETF $CLOI
Joseph Group Capital Management purchased a new stake in VanEck CLO ETF (NYSEARCA:CLOI – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
StoneX Group Inc. Buys New Stake in Circle Internet Group, Inc. $CRCL
StoneX Group Inc. purchased a new stake in shares of Circle Internet Group, Inc. (NYSE:CRCL – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
91,992 Shares of Schwab 5-10 Year Corporate Bond ETF $SCHI Purchased by M Holdings Securities Inc.
M Holdings Securities Inc. acquired a new stake in shares of Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
United Advisor Group LLC Acquires 1,574 Shares of Broadcom Inc. $AVGO
United Advisor Group LLC raised its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 21.9% in the third quarter, HoldingsChannel.com reports. The fund owned 8,760 shares of the semiconductor manufacturer’s stock after... More of this article »
25,316 Schwab Fundamental U.S. Large Company ETF $FNDX Shares Purchased by Kestra Advisory Services LLC
Kestra Advisory Services LLC increased its stake in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 7.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with... More of this article »
Dollar General Corporation (NYSE:DG) Stock Has Average Target Price of $137.96
Dollar General Corporation (NYSE:DG – Get Free Report) has received an average recommendation of “Hold” from the twenty-nine research firms that are currently covering the company, MarketBeat reports. One equities... More of this article »
M Holdings Securities Inc. Purchases New Shares in Vanguard Tax-Exempt Bond ETF $VTEB
M Holdings Securities Inc. purchased a new stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
M Holdings Securities Inc. Acquires New Stake in iShares MSCI EAFE Value ETF $EFV
M Holdings Securities Inc. bought a new stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
20,135 Shares in JPMorgan Hedged Equity Laddered Overlay ETF $HELO Bought by M Holdings Securities Inc.
M Holdings Securities Inc. bought a new stake in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
4,131 General Dynamics Corporation $GD Shares Sold by University of Texas Texas AM Investment Management Co.
University of Texas Texas AM Investment Management Co. lessened its holdings in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 96.2% during the 3rd quarter, according to its most recent filing with the Securities... More of this article »
Retirement Systems of Alabama Acquires 133,959 Shares of Intel Corporation $INTC
Retirement Systems of Alabama grew its holdings in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 10.6% in the 3rd quarter, Holdings Channel.com reports. The firm owned 1,400,535 shares of the chip maker’s stock... More of this article »
SPDR S&P Pharmaceuticals ETF (NYSEARCA:XPH) Stock Breaks Above 50 Day Moving Average – Here’s Why
SPDR S&P Pharmaceuticals ETF (NYSEARCA:XPH – Get Free Report)’s share price crossed above its 50-day moving average during trading on Monday. The stock has a 50-day moving average of $65.67 and traded as high as $67.45.... More of this article »
iShares iBonds 2028 Term High Yield and Income ETF $IBHH Stock Bought by Parallel Advisors LLC
Parallel Advisors LLC increased its stake in shares of iShares iBonds 2028 Term High Yield and Income ETF (BATS:IBHH – Free Report) by 81.7% in the 3rd quarter, according to the company in its most recent disclosure with the... More of this article »
Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB) Share Price Crosses Above 50-Day Moving Average – What’s Next?
Shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Get Free Report) passed above its 50 day moving average during trading on Monday. The stock has a 50 day moving average of $64.10 and traded as high as $64.27.... More of this article »
ARKO (NASDAQ:ARKO) Shares Cross Above Fifty Day Moving Average – Should You Sell?
ARKO Corp. (NASDAQ:ARKO – Get Free Report) shares passed above its 50-day moving average during trading on Monday. The stock has a 50-day moving average of $4.19 and traded as high as $4.29. ARKO shares last traded at $4.20,... More of this article »
JPMorgan Chase & Co. $JPM Stake Lowered by Kelleher Financial Advisors
Kelleher Financial Advisors decreased its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 62.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
M Holdings Securities Inc. Buys New Position in iShares Short Maturity Municipal Bond Active ETF $MEAR
M Holdings Securities Inc. bought a new stake in shares of iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
M Holdings Securities Inc. Acquires New Position in iShares 3-7 Year Treasury Bond ETF $IEI
M Holdings Securities Inc. bought a new position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) in the third quarter, according to its most recent filing with the SEC. The firm bought 9,031 shares of the company’s... More of this article »
Cadence Design Systems, Inc. $CDNS Stock: Kornitzer Capital Management Inc. KS Boosts Position
Kornitzer Capital Management Inc. KS grew its holdings in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 45.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Parallel Advisors LLC Makes New $1.34 Million Investment in Invesco BulletShares 2030 Corporate Bond ETF $BSCU
Parallel Advisors LLC bought a new position in Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The firm bought 83,205 shares of the company’s stock,... More of this article »
Fiera Capital (FRRPF) Expected to Release Quarterly Earnings on Wednesday
Fiera Capital (OTCMKTS:FRRPF – Get Free Report) is expected to be releasing its results before the market opens on Wednesday, November 11th. Analysts expect the company to announce earnings of $0.1415 per share and revenue of... More of this article »
Kestra Advisory Services LLC Purchases 55,535 Shares of Capital Group Short Duration Municipal Income ETF $CGSM
Kestra Advisory Services LLC increased its position in shares of Capital Group Short Duration Municipal Income ETF (NYSEARCA:CGSM – Free Report) by 15.4% during the 3rd quarter, according to its most recent filing with the Securities... More of this article »
Kodiak Sciences (KOD) Expected to Post Quarterly Earnings on Thursday
Kodiak Sciences (NASDAQ:KOD – Get Free Report) is projected to release its Q3 2026 results after the market closes on Thursday, November 12th. Analysts expect the company to announce earnings of ($1.06) per share for the quarter.... More of this article »
Amprius Technologies (NYSE:AMPX) Stock Price Crosses Above 50-Day Moving Average – Here’s Why
Amprius Technologies, Inc. (NYSE:AMPX – Get Free Report) passed above its 50 day moving average during trading on Monday. The stock has a 50 day moving average of $9.10 and traded as high as $9.68. Amprius Technologies shares... More of this article »
Imperial Oil (TSE:IMO) Director Robert Edward Ballinger Sells 100 Shares of Stock
Imperial Oil Limited (TSE:IMO – Get Free Report) (NYSEMKT:IMO) Director Robert Edward Ballinger sold 100 shares of the stock in a transaction dated Wednesday, November 4th. The stock was sold at an average price of C$176.67,... More of this article »
54,370 First Trust Intermediate Duration Investment Grade Corporate ETF $FIIG Shares Acquired by Kestra Advisory Services LLC
Kestra Advisory Services LLC raised its holdings in First Trust Intermediate Duration Investment Grade Corporate ETF (NYSEARCA:FIIG – Free Report) by 9.0% in the third quarter, according to the company in its most recent Form... More of this article »
19,925 Shares of Novo Nordisk A/S $NVO Acquired by Carret Asset Management LLC
Carret Asset Management LLC bought a new position in Novo Nordisk A/S (NYSE:NVO – Free Report) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 19,925... More of this article »
iShares MSCI USA Quality GARP ETF $GARP Stock Purchased by Kestra Advisory Services LLC
Kestra Advisory Services LLC boosted its position in shares of iShares MSCI USA Quality GARP ETF (BATS:GARP – Free Report) by 83.6% during the third quarter, according to the company in its most recent filing with the Securities... More of this article »
Fidelity Enhanced Large Cap Value ETF $FELV Stock Holdings Lessened by Kestra Advisory Services LLC
Kestra Advisory Services LLC reduced its holdings in shares of Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV – Free Report) by 8.6% during the 3rd quarter, according to the company in its most recent 13F filing with the... More of this article »
Clear Wave Wealth Management LLC Sells 3,851 Shares of Invesco S&P 500 Equal Weight ETF $RSP
Clear Wave Wealth Management LLC trimmed its position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 3.0% during the third quarter, HoldingsChannel.com reports. The firm owned 125,808 shares of the company’s... More of this article »
LENZ Therapeutics (NASDAQ:LENZ) Shares Break Above 50 Day Moving Average – Here’s Why
Shares of LENZ Therapeutics, Inc. (NASDAQ:LENZ – Get Free Report) crossed above its 50-day moving average during trading on Monday. The stock has a 50-day moving average of $3.91 and traded as high as $4.37. LENZ Therapeutics... More of this article »
Sonos (NASDAQ:SONO) Stock Crosses Above 50 Day Moving Average – Here’s Why
Sonos, Inc. (NASDAQ:SONO – Get Free Report) crossed above its 50-day moving average during trading on Monday. The stock has a 50-day moving average of $16.74 and traded as high as $17.05. Sonos shares last traded at $17.01, with... More of this article »
Vise Technologies Inc. Acquires 6,243 Shares of Donaldson Company, Inc. $DCI
Vise Technologies Inc. raised its holdings in Donaldson Company, Inc. (NYSE:DCI – Free Report) by 173.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 9,839... More of this article »
6,418 iShares S&P 500 Growth ETF $IVW Shares Purchased by Gen Wealth Partners Inc
Gen Wealth Partners Inc grew its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 7.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 95,214... More of this article »
Apple Inc. $AAPL Shares Sold by Seamount Financial Group Inc.
Seamount Financial Group Inc. decreased its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 4.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Flynn Zito Capital Management LLC Makes New Investment in Invesco RAFI US 1000 ETF $PRF
Flynn Zito Capital Management LLC purchased a new stake in Invesco RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »