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Concord Wealth Partners Makes New $28,000 Investment in Flex Ltd. $FLEX
Concord Wealth Partners bought a new position in Flex Ltd. (NASDAQ:FLEX – Free Report) during the 2nd quarter, Holdings Channel.com reports. The fund bought 553 shares of the technology company’s stock, valued at approximately... More of this article »
Equitable Trust Co. Purchases 7,465 Shares of Harrow, Inc. $HROW
Equitable Trust Co. raised its position in Harrow, Inc. (NASDAQ:HROW – Free Report) by 15.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
1,215 Shares in Rockwell Automation, Inc. $ROK Bought by Cornerstone Wealth Group LLC
Cornerstone Wealth Group LLC purchased a new position in Rockwell Automation, Inc. (NYSE:ROK – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Equitable Trust Co. Purchases 397 Shares of FedEx Corporation $FDX
Equitable Trust Co. grew its position in shares of FedEx Corporation (NYSE:FDX – Free Report) by 4.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
iShares Russell 1000 Value ETF $IWD Shares Sold by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. lessened its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 80.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Brown Financial Advisory Has $1 Million Stock Holdings in SPDR Portfolio High Yield Bond ETF $SPHY
Brown Financial Advisory grew its holdings in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 6.8% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
AEGON ASSET MANAGEMENT UK Plc Reduces Stock Holdings in Citizens Financial Group, Inc. $CFG
AEGON ASSET MANAGEMENT UK Plc trimmed its holdings in shares of Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 10.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
MillerKnoll (NASDAQ:MLKN) and HomesToLife (NASDAQ:HTLM) Financial Analysis
HomesToLife (NASDAQ:HTLM – Get Free Report) and MillerKnoll (NASDAQ:MLKN – Get Free Report) are both small-cap consumer discretionary companies, but which is the superior stock? We will contrast the two businesses based... More of this article »
Head-To-Head Contrast: Health In Tech (NASDAQ:HIT) & Neptune Insurance (NYSE:NP)
Neptune Insurance (NYSE:NP – Get Free Report) and Health In Tech (NASDAQ:HIT – Get Free Report) are both basic materials companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
Head to Head Comparison: Coates International (OTCMKTS:COTE) versus Ferguson (NYSE:FERG)
Coates International (OTCMKTS:COTE – Get Free Report) and Ferguson (NYSE:FERG – Get Free Report) are both industrials companies, but which is the superior investment? We will contrast the two businesses based on the strength... More of this article »
Lunt Capital Management Inc. Buys 2,372 Shares of Royal Caribbean Cruises Ltd. $RCL
Lunt Capital Management Inc. lifted its stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 48.0% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Essex LLC Cuts Stock Position in Schwab US Large-Cap ETF $SCHX
Essex LLC trimmed its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 2.0% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
7,459 Shares in Vanguard Total International Stock ETF $VXUS Acquired by Lunt Capital Management Inc.
Lunt Capital Management Inc. acquired a new position in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired... More of this article »
Keeler & Nadler Financial Planning & Wealth Management Sells 4,950 Shares of T. Rowe Price Capital Appreciation Equity ETF $TCAF
Keeler & Nadler Financial Planning & Wealth Management trimmed its stake in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF – Free Report) by 37.4% in the second quarter, Holdings Channel reports. The... More of this article »
Sagace Wealth Management LLC Purchases 479 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Sagace Wealth Management LLC raised its position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 0.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Prairie Sky Financial Group LLC Acquires New Position in Oracle Corporation $ORCL
Prairie Sky Financial Group LLC purchased a new position in shares of Oracle Corporation (NYSE:ORCL – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Copia Wealth Management Has $103,000 Position in Global X Silver Miners ETF $SIL
Copia Wealth Management boosted its holdings in Global X Silver Miners ETF (NYSEARCA:SIL – Free Report) by 40.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Vanguard FTSE All-World ex-US ETF $VEU Shares Acquired by Copia Wealth Management
Copia Wealth Management increased its stake in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 19.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Copia Wealth Management Sells 109 Shares of RH $RH
Copia Wealth Management lessened its stake in shares of RH (NYSE:RH – Free Report) by 39.8% during the second quarter, Holdings Channel.com reports. The firm owned 165 shares of the company’s stock after selling 109 shares... More of this article »
Vertiv Holdings Co. $VRT Shares Sold by Interchange Capital Partners LLC
Interchange Capital Partners LLC trimmed its position in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 75.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Interchange Capital Partners LLC Sells 3,122 Shares of iShares U.S. Energy ETF $IYE
Interchange Capital Partners LLC lessened its holdings in iShares U.S. Energy ETF (NYSEARCA:IYE – Free Report) by 63.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Centrica (LON:CNA) Hits New 12-Month High – Here’s What Happened
Centrica plc (LON:CNA – Get Free Report) reached a new 52-week high on Wednesday . The stock traded as high as GBX 173.90 ($2.32) and last traded at GBX 173.04 ($2.31), with a volume of 10475423 shares changing hands. The stock... More of this article »
Temple Bar (LON:TMPL) Reaches New 52-Week High – Still a Buy?
Temple Bar (LON:TMPL – Get Free Report)’s share price reached a new 52-week high during mid-day trading on Wednesday . The company traded as high as GBX 365.45 ($4.87) and last traded at GBX 364.96 ($4.86), with a volume... More of this article »
Coro Energy (LON:CORO) Stock Price Down 10% – Should You Sell?
Coro Energy plc (LON:CORO – Get Free Report) shares dropped 10% during trading on Wednesday . The company traded as low as GBX 0.41 ($0.01) and last traded at GBX 0.41 ($0.01). Approximately 1,200,000 shares changed hands during... More of this article »
Kennon Green & Company LLC Trims Stake in Colgate-Palmolive Company $CL
Kennon Green & Company LLC lessened its position in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 3.1% during the second quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Nexstar Media Group, Inc. $NXST Shares Sold by Capital Management Corp VA
Capital Management Corp VA lessened its holdings in Nexstar Media Group, Inc. (NASDAQ:NXST – Free Report) by 1.9% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Vest Financial LLC Has $2.64 Million Stock Holdings in Toll Brothers Inc. $TOL
Vest Financial LLC cut its holdings in Toll Brothers Inc. (NYSE:TOL – Free Report) by 6.4% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 23,119... More of this article »
Bank of America Corporation $BAC Shares Sold by Davidson Trust Co.
Davidson Trust Co. lowered its stake in Bank of America Corporation (NYSE:BAC) by 8.4% during the second quarter, Holdings Channel.com reports. The fund owned 5,409 shares of the financial services provider’s stock after selling... More of this article »
Deroy & Devereaux Private Investment Counsel Inc. Cuts Stock Position in Permian Resources Corporation $PR
Deroy & Devereaux Private Investment Counsel Inc. lessened its holdings in Permian Resources Corporation (NYSE:PR – Free Report) by 2.8% during the second quarter, according to the company in its most recent filing with... More of this article »
Deroy & Devereaux Private Investment Counsel Inc. Cuts Stock Position in Eli Lilly and Company $LLY
Deroy & Devereaux Private Investment Counsel Inc. lessened its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 16.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Triton Wealth Management PLLC Invests $66,000 in Gabelli Equity Trust Inc. $GAB
Triton Wealth Management PLLC purchased a new stake in shares of Gabelli Equity Trust Inc. (NYSE:GAB – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
200,151 Shares in Invesco S&P 500 Momentum ETF $SPMO Bought by Triton Wealth Management PLLC
Triton Wealth Management PLLC acquired a new position in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Triton Wealth Management PLLC Takes $552,000 Position in Dutch Bros Inc. $BROS
Triton Wealth Management PLLC bought a new stake in Dutch Bros Inc. (NYSE:BROS – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
DORVAL Corp Makes New Investment in Vanguard Intermediate-Term Treasury ETF $VGIT
DORVAL Corp bought a new position in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Delap Wealth Advisory LLC Cuts Stock Holdings in Wells Fargo & Company $WFC
Delap Wealth Advisory LLC lowered its stake in shares of Wells Fargo & Company (NYSE:WFC) by 4.5% during the second quarter, Holdings Channel reports. The fund owned 17,337 shares of the financial services provider’s stock... More of this article »
Delap Wealth Advisory LLC Decreases Stock Holdings in Dimensional International Sustainability Core 1 ETF $DFSI
Delap Wealth Advisory LLC reduced its holdings in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) by 42.6% in the 2nd quarter, according to the company in its most recent disclosure... More of this article »
Vanguard Short-Term Inflation-Protected Securities ETF $VTIP Shares Bought by Delap Wealth Advisory LLC
Delap Wealth Advisory LLC grew its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 17.6% during the 2nd quarter, according to its most recent filing with the Securities... More of this article »
Curated Wealth Partners LLC Makes New $225,000 Investment in Fabrinet $FN
Curated Wealth Partners LLC acquired a new position in Fabrinet (NYSE:FN – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor ... More of this article »
Curated Wealth Partners LLC Buys New Position in DexCom, Inc. $DXCM
Curated Wealth Partners LLC bought a new stake in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
J.Safra Asset Management Corp Takes Position in Simplify Managed Futures Strategy ETF $CTA
J.Safra Asset Management Corp acquired a new stake in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Intuitive Surgical, Inc. $ISRG Holdings Reduced by Arlington Financial Advisors LLC
Arlington Financial Advisors LLC decreased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 27.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Arlington Financial Advisors LLC Acquires 5,311 Shares of Nuveen ESG Small-Cap ETF $NUSC
Arlington Financial Advisors LLC lifted its holdings in Nuveen ESG Small-Cap ETF (BATS:NUSC – Free Report) by 9.9% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
iShares MSCI India ETF $INDA Shares Purchased by JGP Wealth Management LLC
JGP Wealth Management LLC increased its position in shares of iShares MSCI India ETF (BATS:INDA – Free Report) by 7.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Cypress Wealth Services LLC Has $451,000 Holdings in KKR & Co. Inc. $KKR
Cypress Wealth Services LLC lessened its position in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 2.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
JGP Wealth Management LLC Has $339,000 Stake in iShares Russell Mid-Cap ETF $IWR
JGP Wealth Management LLC lifted its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 8.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
J.Safra Asset Management Corp Buys 421 Shares of Golar LNG Limited $GLNG
J.Safra Asset Management Corp raised its holdings in Golar LNG Limited (NASDAQ:GLNG – Free Report) by 11.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Bayforest Capital Ltd Takes Position in Old Dominion Freight Line, Inc. $ODFL
Bayforest Capital Ltd acquired a new stake in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Tuttle Capital Management LLC Invests $219,000 in SilverBox Corp IV $SBXD
Tuttle Capital Management LLC bought a new stake in shares of SilverBox Corp IV (NYSE:SBXD – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »