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Morgan Stanley Begins Coverage on The Descartes Systems Group (NASDAQ:DSGX)
Equities researchers at Morgan Stanley started coverage on shares of The Descartes Systems Group (NASDAQ:DSGX – Get Free Report) (TSE:DSG) in a research note issued on Monday,Briefing.com Automated Import reports. The firm set... More of this article »
Grey Fox Wealth Advisors LLC Sells 1,423 Shares of iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG)
Grey Fox Wealth Advisors LLC decreased its holdings in shares of iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG – Free Report) by 7.5% during the 1st quarter, according to the company in its most recent filing with... More of this article »
Grey Fox Wealth Advisors LLC Buys 3,358 Shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG)
Grey Fox Wealth Advisors LLC grew its stake in shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Free Report) by 2.4% during the 1st quarter, according to its most recent 13F filing with the Securities &... More of this article »
Dakota Wealth Management Raises Stock Position in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
Dakota Wealth Management lifted its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 18.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Graybill Wealth Management LTD. Takes Position in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG)
Graybill Wealth Management LTD. bought a new position in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund bought 143,091 shares of... More of this article »
Dakota Wealth Management Purchases 581,435 Shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)
Dakota Wealth Management raised its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 259.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Sysco Corporation (NYSE:SYY) Shares Purchased by Ballentine Partners LLC
Ballentine Partners LLC raised its position in Sysco Corporation (NYSE:SYY – Free Report) by 10.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Apollon Financial LLC Makes New $1.47 Million Investment in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)
Apollon Financial LLC purchased a new position in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) during the 1st quarter, Holdings Channel reports. The fund purchased 55,703 shares of the company’s... More of this article »
SPS Commerce (NASDAQ:SPSC) Coverage Initiated by Analysts at Morgan Stanley
Stock analysts at Morgan Stanley started coverage on shares of SPS Commerce (NASDAQ:SPSC – Get Free Report) in a research report issued on Monday,Briefing.com Automated Import reports. The brokerage set an “overweight”... More of this article »
Sigma Planning Corp Grows Holdings in Broadcom Inc. (NASDAQ:AVGO)
Sigma Planning Corp increased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 22.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 74,858... More of this article »
TimesSquare Capital Management LLC Purchases 72,116 Shares of Vertex, Inc. (NASDAQ:VERX)
TimesSquare Capital Management LLC boosted its position in Vertex, Inc. (NASDAQ:VERX – Free Report) by 7.3% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 1,064,773 shares of the company’s... More of this article »
Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) Position Trimmed by Grey Fox Wealth Advisors LLC
Grey Fox Wealth Advisors LLC trimmed its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 1.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
LJI Wealth Management LLC Decreases Stake in Ecolab Inc. (NYSE:ECL)
LJI Wealth Management LLC lowered its position in Ecolab Inc. (NYSE:ECL – Free Report) by 7.4% in the first quarter, Holdings Channel reports. The fund owned 839 shares of the basic materials company’s stock after selling... More of this article »
Zeit Capital LLC Has $245,000 Stock Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Zeit Capital LLC boosted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 8.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Elite Wealth Management Inc. Sells 1,277 Shares of Broadcom Inc. (NASDAQ:AVGO)
Elite Wealth Management Inc. lowered its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 34,902 shares... More of this article »
Hohimer Wealth Management LLC Lowers Position in PayPal Holdings, Inc. (NASDAQ:PYPL)
Hohimer Wealth Management LLC trimmed its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 0.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 63,561 shares... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by SBI Securities Co. Ltd.
SBI Securities Co. Ltd. trimmed its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.1% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Elite Wealth Management Inc. Invests $677,000 in Coinbase Global, Inc. (NASDAQ:COIN)
Elite Wealth Management Inc. bought a new position in shares of Coinbase Global, Inc. (NASDAQ:COIN) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 3,930 shares of the cryptocurrency... More of this article »
Zeit Capital LLC Acquires 1,323 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)
Zeit Capital LLC raised its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 6.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 22,026 shares of the company’s stock after acquiring... More of this article »
Transcendent Capital Group LLC Sells 445 Shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Transcendent Capital Group LLC lessened its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 1.9% in the first quarter, HoldingsChannel.com reports. The fund owned 23,049 shares of... More of this article »
Axon Enterprise, Inc (NASDAQ:AXON) Shares Acquired by TimesSquare Capital Management LLC
TimesSquare Capital Management LLC lifted its position in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 118.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Analysts’ Weekly Ratings Updates for Ero Copper (ERO)
Several analysts have recently updated their ratings and price targets for Ero Copper (TSE: ERO): 7/9/2025 – Ero Copper was downgraded by analysts at National Bankshares, Inc. from an “outperform” rating to a “sector... More of this article »
Catalyst Financial Partners LLC Trims Position in ConocoPhillips (NYSE:COP)
Catalyst Financial Partners LLC lessened its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 4.9% in the first quarter, HoldingsChannel.com reports. The fund owned 5,242 shares of the energy producer’s... More of this article »
Edgestream Partners L.P. Purchases 14,657 Shares of IQVIA Holdings Inc. (NYSE:IQV)
Edgestream Partners L.P. grew its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 44.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Graybill Wealth Management LTD. Makes New Investment in Accenture PLC (NYSE:ACN)
Graybill Wealth Management LTD. acquired a new stake in Accenture PLC (NYSE:ACN – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Graybill Wealth Management LTD. Acquires Shares of 600 Carrier Global Corporation (NYSE:CARR)
Graybill Wealth Management LTD. bought a new position in shares of Carrier Global Corporation (NYSE:CARR – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 600 shares of the company’s... More of this article »
General Dynamics Corporation (NYSE:GD) Shares Purchased by Leelyn Smith LLC
Leelyn Smith LLC boosted its holdings in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 4.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
CenterBook Partners LP Purchases 1,009,782 Shares of Ramaco Resources, Inc. (NASDAQ:METC)
CenterBook Partners LP lifted its position in Ramaco Resources, Inc. (NASDAQ:METC – Free Report) by 151.0% during the 1st quarter, Holdings Channel reports. The firm owned 1,678,594 shares of the energy company’s stock... More of this article »
Edgestream Partners L.P. Boosts Stock Holdings in Omega Healthcare Investors, Inc. (NYSE:OHI)
Edgestream Partners L.P. raised its stake in Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) by 46.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Turtle Beach (NASDAQ:TBCH) & Socket Mobile (NASDAQ:SCKT) Financial Survey
Turtle Beach (NASDAQ:TBCH – Get Free Report) and Socket Mobile (NASDAQ:SCKT – Get Free Report) are both small-cap computer and technology companies, but which is the superior business? We will contrast the two companies... More of this article »
Graybill Wealth Management LTD. Invests $273,000 in iShares Bitcoin Trust ETF (NASDAQ:IBIT)
Graybill Wealth Management LTD. acquired a new position in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Louisiana-Pacific (LPX) & Its Competitors Critical Review
Louisiana-Pacific (NYSE:LPX – Get Free Report) is one of 15 publicly-traded companies in the “BLDG PRD – WOOD” industry, but how does it weigh in compared to its peers? We will compare Louisiana-Pacific to related... More of this article »
Financial Comparison: Marine Harvest ASA (MHGVY) versus The Competition
Marine Harvest ASA (OTCMKTS:MHGVY – Get Free Report) is one of 69 public companies in the “FOOD – MISC/DIVERSIFIED” industry, but how does it weigh in compared to its rivals? We will compare Marine Harvest ASA... More of this article »
Comparing Ispire Technology (NASDAQ:ISPR) and Green Globe International (OTCMKTS:GGII)
Ispire Technology (NASDAQ:ISPR – Get Free Report) and Green Globe International (OTCMKTS:GGII – Get Free Report) are both consumer staples companies, but which is the better business? We will compare the two companies based... More of this article »
SBI Securities Co. Ltd. Raises Holdings in Alphabet Inc. (NASDAQ:GOOG)
SBI Securities Co. Ltd. boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Volex (LON:VLX) Price Target Raised to GBX 430 at Berenberg Bank
Volex (LON:VLX – Free Report) had its price target increased by Berenberg Bank from GBX 415 ($5.60) to GBX 430 ($5.80) in a research report report published on Friday morning,Digital Look reports. Berenberg Bank currently has... More of this article »
LJI Wealth Management LLC Reduces Stock Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)
LJI Wealth Management LLC lessened its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.9% during the 1st quarter, Holdings Channel reports. The firm owned 87,555 shares of the company’s... More of this article »
Graybill Wealth Management LTD. Acquires New Shares in NexPoint Residential Trust, Inc. (NYSE:NXRT)
Graybill Wealth Management LTD. acquired a new stake in NexPoint Residential Trust, Inc. (NYSE:NXRT – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 71,198... More of this article »
LJI Wealth Management LLC Purchases 2,111 Shares of The Boeing Company (NYSE:BA)
LJI Wealth Management LLC boosted its stake in The Boeing Company (NYSE:BA – Free Report) by 23.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
accesso Technology Group (LON:ACSO) Given New GBX 550 Price Target at Berenberg Bank
accesso Technology Group (LON:ACSO – Free Report) had its price target reduced by Berenberg Bank from GBX 775 ($10.45) to GBX 550 ($7.42) in a research note released on Friday,Digital Look reports. Berenberg Bank currently has... More of this article »
Vanguard Growth ETF (NYSEARCA:VUG) Shares Acquired by SBI Securities Co. Ltd.
SBI Securities Co. Ltd. grew its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 10.7% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Sigma Planning Corp Reduces Holdings in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT)
Sigma Planning Corp trimmed its stake in iShares S&P Small-Cap 600 Growth ETF (NASDAQ:IJT – Free Report) by 14.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
KeyCorp Forecasts Strong Price Appreciation for Doximity (NASDAQ:DOCS) Stock
Doximity (NASDAQ:DOCS – Get Free Report) had its price target boosted by equities researchers at KeyCorp from $65.00 to $70.00 in a research note issued on Monday,Benzinga reports. The firm currently has an “overweight”... More of this article »
Asahi Life Asset Management CO. LTD. Acquires Shares of 7,460 EQT Corporation (NYSE:EQT)
Asahi Life Asset Management CO. LTD. acquired a new stake in shares of EQT Corporation (NYSE:EQT – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund acquired 7,460 shares of the oil and gas producer’s... More of this article »
United Community Bank Has $1.82 Million Stock Holdings in Packaging Corporation of America (NYSE:PKG)
United Community Bank lessened its stake in Packaging Corporation of America (NYSE:PKG – Free Report) by 7.7% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 9,164... More of this article »
Asahi Life Asset Management CO. LTD. Invests $336,000 in Paycom Software, Inc. (NYSE:PAYC)
Asahi Life Asset Management CO. LTD. bought a new stake in Paycom Software, Inc. (NYSE:PAYC – 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 »
Lokken Investment Group LLC Sells 173 Shares of American Tower Corporation (NYSE:AMT)
Lokken Investment Group LLC reduced its stake in shares of American Tower Corporation (NYSE:AMT – Free Report) by 15.0% in the first quarter, HoldingsChannel.com reports. The fund owned 981 shares of the real estate investment... More of this article »
Firestone Capital Management Purchases 6,265 Shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF)
Firestone Capital Management increased its stake in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 4.4% during the first quarter, according to its most recent disclosure with the Securities... More of this article »