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Retirement Planning Group LLC Raises Stake in Fidelity Small-Mid Multifactor ETF $FSMD
Retirement Planning Group LLC grew its holdings in shares of Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD – Free Report) by 28.5% in the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
American Water Works Company, Inc. $AWK Stock Position Increased by Mattern Capital Management LLC
Mattern Capital Management LLC raised its position in American Water Works Company, Inc. (NYSE:AWK – Free Report) by 36.7% during the 1st quarter, Holdings Channel.com reports. The firm owned 87,602 shares of the utilities provider’s... More of this article »
Valmark Advisers Inc. Sells 15,517 Shares of Innovator U.S. Equity Power Buffer ETF – April $PAPR
Valmark Advisers Inc. trimmed its holdings in shares of Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR – Free Report) by 40.4% during the 1st quarter, HoldingsChannel.com reports. The firm owned 22,903 shares... More of this article »
The Hanover Insurance Group (THG) – Analysts’ Weekly Ratings Updates
A number of firms have modified their ratings and price targets on shares of The Hanover Insurance Group (NYSE: THG) recently: 7/13/2026 – The Hanover Insurance Group had its price target raised by Royal Bank Of Canada from... More of this article »
Retirement Planning Group LLC Has $5.95 Million Stock Holdings in JPMorgan Municipal ETF $JMUB
Retirement Planning Group LLC boosted its position in JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 43.9% during the 1st quarter, Holdings Channel.com reports. The fund owned 118,963 shares of the company’s stock... More of this article »
Retirement Planning Group LLC Acquires 12,328 Shares of Invesco S&P 500 Equal Weight ETF $RSP
Retirement Planning Group LLC grew its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 245.8% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Nicholson Wealth Management Group LLC Takes Position in Motorola Solutions, Inc. $MSI
Nicholson Wealth Management Group LLC acquired a new stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Retirement Planning Group LLC Takes $2.68 Million Position in Expand Energy Corporation $EXE
Retirement Planning Group LLC acquired a new stake in Expand Energy Corporation (NASDAQ:EXE – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Entegris, Inc. $ENTG Shares Acquired by Principal Financial Group Inc.
Principal Financial Group Inc. lifted its stake in shares of Entegris, Inc. (NASDAQ:ENTG – Free Report) by 1.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Retirement Planning Group LLC Boosts Stake in Vanguard Consumer Discretionary ETF $VCR
Retirement Planning Group LLC lifted its stake in shares of Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) by 11.6% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 12,708 shares... More of this article »
Principal Financial Group Inc. Grows Position in T-Mobile US, Inc. $TMUS
Principal Financial Group Inc. boosted its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 10.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Simplicity Wealth LLC Buys New Position in Franklin Systematic Style Premia ETF $FLSP
Simplicity Wealth LLC bought a new position in shares of Franklin Systematic Style Premia ETF (NYSEARCA:FLSP – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
NBZ Investment Advisors LLC Has $14.01 Million Stock Holdings in Invesco S&P SmallCap Momentum ETF $XSMO
NBZ Investment Advisors LLC lifted its stake in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO – Free Report) by 5.6% during the first quarter, Holdings Channel reports. The fund owned 184,296 shares of the... More of this article »
State of Michigan Retirement System Acquires 405,385 Shares of Charter Communications, Inc. $CHTR
State of Michigan Retirement System raised its holdings in Charter Communications, Inc. (NASDAQ:CHTR – Free Report) by 1,547.4% during the 1st quarter, HoldingsChannel.com reports. The fund owned 431,582 shares of the company’s... More of this article »
V2 Financial group LLC Acquires Shares of 46,168 Dimensional U.S. Equity ETF $DFUS
V2 Financial group LLC bought a new position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) in the 1st quarter, HoldingsChannel reports. The fund bought 46,168 shares of the company’s stock, valued at approximately... More of this article »
Illumine Investment Management LLC Purchases New Position in TAT Technologies Ltd. $TATT
Illumine Investment Management LLC acquired a new position in TAT Technologies Ltd. (NASDAQ:TATT – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Principal Financial Group Inc. Sells 131,030 Shares of Lam Research Corporation $LRCX
Principal Financial Group Inc. decreased its position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 6.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Hilton Worldwide Holdings Inc. $HLT Shares Purchased by Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC raised its holdings in Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 17.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Nadler Financial Group Inc. Has $73.59 Million Stake in Vanguard Total Stock Market ETF $VTI
Nadler Financial Group Inc. trimmed its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Money Concepts Capital Corp Lowers Holdings in Sterling Infrastructure, Inc. $STRL
Money Concepts Capital Corp reduced its position in Sterling Infrastructure, Inc. (NASDAQ:STRL – Free Report) by 62.9% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 517 shares of the... More of this article »
Kestra Advisory Services LLC Increases Stake in Innovator U.S. Equity Power Buffer ETF – January $PJAN
Kestra Advisory Services LLC raised its position in shares of Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) by 43.7% in the first quarter, according to the company in its most recent filing... More of this article »
Alphabet Inc. $GOOG Shares Sold by Ibex Wealth Advisors
Ibex Wealth Advisors trimmed its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 88.7% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,248 shares... More of this article »
Innovator U.S. Small Cap Power Buffer ETF – March (BATS:KMAR) Short Interest Up 139.7% in June
Innovator U.S. Small Cap Power Buffer ETF – March (BATS:KMAR – Get Free Report) saw a significant increase in short interest during the month of June. As of June 30th, there was short interest totaling 302 shares, an increase... More of this article »
Short Interest in Arch Capital Group Ltd. (NASDAQ:ACGLO) Expands By 191.3%
Arch Capital Group Ltd. (NASDAQ:ACGLO – Get Free Report) saw a significant increase in short interest in the month of June. As of June 30th, there was short interest totaling 24,748 shares, an increase of 191.3% from the June... More of this article »
Short Interest in Invesco Rochester High Yield Municipal ETF (BATS:IROC) Expands By 147.3%
Invesco Rochester High Yield Municipal ETF (BATS:IROC – Get Free Report) saw a significant increase in short interest in the month of June. As of June 30th, there was short interest totaling 27,571 shares, an increase of 147.3%... More of this article »
Prologis, Inc. $PLD Shares Sold by Kestra Advisory Services LLC
Kestra Advisory Services LLC trimmed its position in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 11.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Kestra Advisory Services LLC Sells 10,807 Shares of Carrier Global Corporation $CARR
Kestra Advisory Services LLC trimmed its holdings in Carrier Global Corporation (NYSE:CARR – Free Report) by 6.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Sumitomo Mitsui Trust Group Inc. Sells 8,103 Shares of Graco Inc. $GGG
Sumitomo Mitsui Trust Group Inc. lowered its stake in shares of Graco Inc. (NYSE:GGG – Free Report) by 2.5% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 321,265 shares of the industrial... More of this article »
Schwartz Investment Counsel Inc. Has $755,000 Position in Masco Corporation $MAS
Schwartz Investment Counsel Inc. trimmed its holdings in Masco Corporation (NYSE:MAS – Free Report) by 50.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
66,767 Shares in Pacer Trendpilot Fund of Funds ETF $TRND Acquired by Retirement Planning Group LLC
Retirement Planning Group LLC bought a new position in shares of Pacer Trendpilot Fund of Funds ETF (NYSEARCA:TRND – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Principal Financial Group Inc. Has $597.68 Million Position in Tyler Technologies, Inc. $TYL
Principal Financial Group Inc. boosted its stake in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 20.1% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
SKYX Platforms (NASDAQ:SKYX) & Arrive AI (NASDAQ:ARAI) Head-To-Head Survey
Arrive AI (NASDAQ:ARAI – Get Free Report) and SKYX Platforms (NASDAQ:SKYX – Get Free Report) are both small-cap business services companies, but which is the superior stock? We will contrast the two businesses based on... More of this article »
Unicaja Banco, S.A. (OTCMKTS:UNJCF) Receives Average Rating of “Strong Sell” from Analysts
Unicaja Banco, S.A. (OTCMKTS:UNJCF – Get Free Report) has been assigned an average recommendation of “Strong Sell” from the six ratings firms that are currently covering the firm, Marketbeat Ratings reports. Four... More of this article »
Sumitomo Mitsui Trust Group Inc. Cuts Stock Position in Carlisle Companies Incorporated $CSL
Sumitomo Mitsui Trust Group Inc. lessened its position in shares of Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 6.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Resona Asset Management Co. Ltd. Acquires 9,381 Shares of ExxonMobil Corporation $XOM
Resona Asset Management Co. Ltd. increased its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 0.7% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Oregon Public Employees Retirement Fund Invests $938,000 in Life Time Group Holdings, Inc. $LTH
Oregon Public Employees Retirement Fund bought a new stake in shares of Life Time Group Holdings, Inc. (NYSE:LTH – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Moran Wealth Management LLC Cuts Position in NVIDIA Corporation $NVDA
Moran Wealth Management LLC lowered its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 1.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Private Wealth Partners LLC Reduces Position in Alphabet Inc. $GOOGL
Private Wealth Partners LLC lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.6% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 300,824 shares of the information... More of this article »
SpaceX (NASDAQ:SPCX) Sets New 1-Year Low – Time to Sell?
SpaceX (NASDAQ:SPCX – Get Free Report)’s share price reached a new 52-week low on Tuesday . The company traded as low as $136.78 and last traded at $139.14, with a volume of 71122394 shares changing hands. The stock had... More of this article »
Mcdonald Capital Investors Inc. CA Has $174.62 Million Holdings in The Progressive Corporation $PGR
Mcdonald Capital Investors Inc. CA cut its holdings in The Progressive Corporation (NYSE:PGR – Free Report) by 0.3% in the first quarter, Holdings Channel reports. The fund owned 880,863 shares of the insurance provider’s... More of this article »
Insider Buying: SysGroup (LON:SYS) Insider Purchases 416,639 Shares of Stock
SysGroup plc (LON:SYS – Get Free Report) insider Heejae Chae bought 416,639 shares of the company’s stock in a transaction dated Monday, July 13th. The stock was bought at an average cost of GBX 24 per share, with a total... More of this article »
Y Intercept Hong Kong Ltd Takes $590,000 Position in Galaxy Digital Inc. $GLXY
Y Intercept Hong Kong Ltd bought a new position in Galaxy Digital Inc. (NASDAQ:GLXY – Free Report) during the 1st quarter, Holdings Channel.com reports. The firm bought 32,002 shares of the company’s stock, valued at approximately... More of this article »
Nadler Financial Group Inc. Makes New $26.29 Million Investment in SPDR S&P 1500 Value Tilt ETF $VLU
Nadler Financial Group Inc. bought a new stake in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU – Free Report) during the 1st quarter, HoldingsChannel.com reports. The firm bought 122,270 shares of the company’s... More of this article »
Integrity Wealth Solutions LLC Boosts Position in Avantis International Equity ETF $AVDE
Integrity Wealth Solutions LLC grew its holdings in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 31.8% during the first quarter, according to the company in its most recent filing with the Securities and... More of this article »
Illumine Investment Management LLC Sells 3,929 Shares of Powell Industries, Inc. $POWL
Illumine Investment Management LLC trimmed its holdings in Powell Industries, Inc. (NASDAQ:POWL – Free Report) by 59.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Illumine Investment Management LLC Makes New Investment in First Horizon Corporation $FHN
Illumine Investment Management LLC purchased a new position in shares of First Horizon Corporation (NYSE:FHN – Free Report) in the 1st quarter, Holdings Channel reports. The institutional investor purchased 39,937 shares of... More of this article »
Emerald Advisers LLC Cuts Holdings in Madrigal Pharmaceuticals, Inc. $MDGL
Emerald Advisers LLC decreased its holdings in Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL – Free Report) by 3.2% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Emerald Advisers LLC Has $28.34 Million Stock Position in Freshpet, Inc. $FRPT
Emerald Advisers LLC boosted its holdings in shares of Freshpet, Inc. (NASDAQ:FRPT – Free Report) by 15.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
