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Integrated Wealth Concepts LLC Buys 11,634 Shares of Dimensional US Marketwide Value ETF $DFUV
Integrated Wealth Concepts LLC raised its stake in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 1.5% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 770,681 shares... More of this article »
Integrated Wealth Concepts LLC Decreases Position in Invesco S&P 500 Equal Weight ETF $RSP
Integrated Wealth Concepts LLC reduced its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 3.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Integrated Wealth Concepts LLC Has $68.29 Million Stock Holdings in iShares Core Total USD Bond Market ETF $IUSB
Integrated Wealth Concepts LLC increased its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 13.1% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 1,479,358... More of this article »
Integrated Wealth Concepts LLC Grows Stake in JPMorgan Ultra-Short Income ETF $JPST
Integrated Wealth Concepts LLC raised its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 3.3% in the second quarter, HoldingsChannel reports. The firm owned 1,168,286 shares of the company’s... More of this article »
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $GSEW Shares Acquired by Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC lifted its stake in shares of Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (BATS:GSEW – Free Report) by 1.5% in the 2nd quarter, Holdings Channel.com reports. The firm owned 1,217,488 shares... More of this article »
Integrated Wealth Concepts LLC Boosts Stake in Schwab U.S. TIPS ETF $SCHP
Integrated Wealth Concepts LLC lifted its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 11.9% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,964,331... More of this article »
iShares Russell 1000 ETF $IWB Position Increased by Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC grew its position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 7.6% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 70,239 shares of the company’s... More of this article »
Stableford Capital II LLC Has $927,000 Position in Booking Holdings Inc. $BKNG
Stableford Capital II LLC grew its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 4,027.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Real Brokerage (NASDAQ:REAX) Upgraded at Zacks Research
Real Brokerage (NASDAQ:REAX – Get Free Report) was upgraded by equities researchers at Zacks Research from a “strong sell” rating to a “hold” rating in a report issued on Monday, Zacks reports. A number... More of this article »
JD.com (NASDAQ:JD) Downgraded to Hold Rating by Arete Research
JD.com (NASDAQ:JD – Get Free Report) was downgraded by analysts at Arete Research from a “strong-buy” rating to a “hold” rating in a research report issued on Monday, MarketBeat.com reports. They currently... More of this article »
Cadence Design Systems, Inc. $CDNS Shares Bought by Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC grew its holdings in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 1,447.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Integrated Wealth Concepts LLC Purchases 407,050 Shares of Axon Enterprise, Inc $AXON
Integrated Wealth Concepts LLC increased its holdings in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 2,216.4% during the second quarter, Holdings Channel reports. The fund owned 425,415 shares of the biotechnology... More of this article »
TeraWulf (NASDAQ:WULF) Raised to Strong-Buy at Freedom Capmkts
TeraWulf (NASDAQ:WULF – Get Free Report) was upgraded by analysts at Freedom Capmkts to a “strong-buy” rating in a research note issued on Tuesday, Zacks reports. Several other equities analysts have also recently... More of this article »
Theravance Biopharma (NASDAQ:TBPH) Stock Rating Lowered by Zacks Research
Theravance Biopharma (NASDAQ:TBPH – Get Free Report) was downgraded by Zacks Research from a “strong-buy” rating to a “hold” rating in a note issued to investors on Monday, Zacks reports. Several other... More of this article »
Bassett Furniture Industries (NASDAQ:BSET) Cut to “Hold” at Zacks Research
Bassett Furniture Industries (NASDAQ:BSET – Get Free Report) was downgraded by stock analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a note issued to investors on Monday, Zacks... More of this article »
NorthRock Partners LLC Increases Position in AB Tax-Aware Intermediate Municipal ETF $TAFM
NorthRock Partners LLC raised its holdings in AB Tax-Aware Intermediate Municipal ETF (NYSEARCA:TAFM – Free Report) by 211.8% in the second quarter, according to the company in its most recent filing with the Securities and... More of this article »
163,990 Shares in SPDR NYSE Technology ETF $XNTK Acquired by NorthRock Partners LLC
NorthRock Partners LLC purchased a new stake in SPDR NYSE Technology ETF (NYSEARCA:XNTK – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 163,990 shares of the company’s... More of this article »
Integrated Wealth Concepts LLC Grows Stake in First Trust Low Duration Opportunities ETF $LMBS
Integrated Wealth Concepts LLC lifted its stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 12.9% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 504,821 shares... More of this article »
NorthRock Partners LLC Grows Stock Position in KLA Corporation $KLAC
NorthRock Partners LLC grew its holdings in KLA Corporation (NASDAQ:KLAC – Free Report) by 934.6% during the 2nd quarter, Holdings Channel reports. The firm owned 13,232 shares of the semiconductor company’s stock after... More of this article »
Integrated Wealth Concepts LLC Buys 15,284 Shares of SPDR Portfolio S&P 600 Small Cap ETF $SPSM
Integrated Wealth Concepts LLC raised its stake in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) by 3.8% during the second quarter, HoldingsChannel.com reports. The fund owned 417,275 shares of the... More of this article »
NorthRock Partners LLC Invests $26.95 Million in BlackRock U.S. Carbon Transition Readiness ETF $LCTU
NorthRock Partners LLC bought a new position in shares of BlackRock U.S. Carbon Transition Readiness ETF (NYSEARCA:LCTU – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm bought 336,225 shares of the company’s... More of this article »
NorthRock Partners LLC Buys 2,184 Shares of Visa Inc. $V
NorthRock Partners LLC increased its stake in shares of Visa Inc. (NYSE:V – Free Report) by 7.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Vanguard Growth ETF $VUG is One Charles Private Wealth Services LLC’s 5th Largest Position
One Charles Private Wealth Services LLC raised its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 522.7% during the second quarter, Holdings Channel.com reports. The fund owned 220,144 shares of the... More of this article »
Securitize (NYSE:SECZ) Upgraded by Needham & Company LLC to “Moderate Buy” Rating
Securitize (NYSE:SECZ – Get Free Report) was upgraded by stock analysts at Needham & Company LLC to a “moderate buy” rating in a research report issued on Tuesday, Zacks reports. Several other equities research... More of this article »
Vale (NYSE:VALE) Rating Increased to Hold at Zacks Research
Vale (NYSE:VALE – Get Free Report) was upgraded by stock analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research report issued to clients and investors on Monday, Zacks... More of this article »
Barclays Downgrades Zealand Pharma A/S (OTCMKTS:ZLDPF) to Hold
Zealand Pharma A/S (OTCMKTS:ZLDPF – Get Free Report) was downgraded by investment analysts at Barclays from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Tuesday, Zacks... More of this article »
AXA (OTCMKTS:AXAHY) Lowered to “Hold” Rating by Erste Group Bank
AXA (OTCMKTS:AXAHY – Get Free Report) was downgraded by Erste Group Bank from a “strong-buy” rating to a “hold” rating in a report released on Tuesday, Zacks reports. Other research analysts have also... More of this article »
Zacks Research Downgrades Covenant Logistics Group (NYSE:CVLG) to Hold
Covenant Logistics Group (NYSE:CVLG – Get Free Report) was downgraded by stock analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research report issued to clients and investors... More of this article »
Pearson (NYSE:PSO) Downgraded to “Strong Sell” Rating by Kepler Capital Markets
Pearson (NYSE:PSO – Get Free Report) was downgraded by stock analysts at Kepler Capital Markets from a “hold” rating to a “strong sell” rating in a note issued to investors on Monday, Zacks reports. Several... More of this article »
HP (NYSE:HPQ) Upgraded to “Strong-Buy” at Zacks Research
HP (NYSE:HPQ – Get Free Report) was upgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a note issued to investors on Monday, Zacks reports. A number... More of this article »
Grupo Aeroportuario del Sureste (NYSE:ASR) Lowered to “Strong Sell” Rating by Zacks Research
Grupo Aeroportuario del Sureste (NYSE:ASR – Get Free Report) was downgraded by analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a report issued on Monday, Zacks reports. Other... More of this article »
Zacks Research Issues Negative Estimate for AGCO Earnings
AGCO Corporation (NYSE:AGCO – Free Report) – Equities research analysts at Zacks Research reduced their Q2 2027 earnings per share estimates for shares of AGCO in a research report issued on Monday, September 7th. Zacks... More of this article »
Contrasting Olympus (OCPNY) and The Competition
Olympus (OTCMKTS:OCPNY – Get Free Report) is one of 515 public companies in the “Healthcare Equipment & Supplies” industry, but how does it weigh in compared to its competitors? We will compare Olympus to similar... More of this article »
Critical Analysis: New Era Energy & Digital (NASDAQ:NUAI) & Imperial Petroleum (NASDAQ:IMPP)
Imperial Petroleum (NASDAQ:IMPP – Get Free Report) and New Era Energy & Digital (NASDAQ:NUAI – Get Free Report) are both small-cap energy companies, but which is the superior investment? We will compare the two companies... More of this article »
Zacks Research Boosts Earnings Estimates for Mercury Systems
Mercury Systems Inc (NASDAQ:MRCY – Free Report) – Investment analysts at Zacks Research lifted their Q1 2028 earnings per share estimates for shares of Mercury Systems in a research report issued on Monday, September 7th.... More of this article »
Head to Head Comparison: Snap-On (NYSE:SNA) vs. Kadant (NYSE:KAI)
Kadant (NYSE:KAI – Get Free Report) and Snap-On (NYSE:SNA – Get Free Report) are both industrials companies, but which is the superior investment? We will compare the two businesses based on the strength of their risk,... More of this article »
Crescent Energy (CRGY) – Analysts’ Weekly Ratings Updates
Crescent Energy (NYSE: CRGY) recently received a number of ratings updates from brokerages and research firms: 9/3/2026 – Crescent Energy is now covered by Seaport Research Partners. They set a “sell” rating and... More of this article »
NewEdge Advisors LLC Has $91.20 Million Stake in Philip Morris International Inc. $PM
NewEdge Advisors LLC raised its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 3.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
XY Planning Network Inc. Takes Position in iShares U.S. Aerospace & Defense ETF $ITA
XY Planning Network Inc. purchased a new stake in iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Head to Head Comparison: Inhibrx Biosciences (NASDAQ:INBX) versus BioMarin Pharmaceutical (NASDAQ:BMRN)
Inhibrx Biosciences (NASDAQ:INBX – Get Free Report) and BioMarin Pharmaceutical (NASDAQ:BMRN – Get Free Report) are both healthcare companies, but which is the better stock? We will compare the two companies based on the... More of this article »
Financial Comparison: Twilio (NYSE:TWLO) vs. Nextech3D.AI (OTCMKTS:NEXCF)
Nextech3D.AI (OTCMKTS:NEXCF – Get Free Report) and Twilio (NYSE:TWLO – Get Free Report) are both technology companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional... More of this article »
Financial Survey: PrimeEnergy (NASDAQ:PNRG) vs. ConocoPhillips (NYSE:COP)
PrimeEnergy (NASDAQ:PNRG – Get Free Report) and ConocoPhillips (NYSE:COP – Get Free Report) are both energy companies, but which is the superior stock? We will contrast the two businesses based on the strength of their... More of this article »
Q1 Earnings Estimate for Murphy USA Issued By Zacks Research
Murphy USA Inc. (NYSE:MUSA – Free Report) – Zacks Research lifted their Q1 2027 EPS estimates for shares of Murphy USA in a report released on Tuesday, September 8th. Zacks Research analyst Team now forecasts that the... More of this article »
Equities Analysts Set Expectations for CFR FY2026 Earnings
Cullen/Frost Bankers, Inc. (NYSE:CFR – Free Report) – Equities researchers at Zacks Research dropped their FY2026 earnings per share estimates for Cullen/Frost Bankers in a research note issued on Friday, September 4th.... More of this article »
Zacks Research Raises Earnings Estimates for Toll Brothers
Toll Brothers Inc. (NYSE:TOL – Free Report) – Equities research analysts at Zacks Research increased their FY2026 EPS estimates for Toll Brothers in a report released on Tuesday, September 8th. Zacks Research analyst Team... More of this article »
DuPont de Nemours, Inc. $DD Shares Sold by Community Bank N.A.
Community Bank N.A. lessened its position in DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 67.2% 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 »
Leeward Financial Partners LLC Cuts Position in Meta Platforms, Inc. $META
Leeward Financial Partners LLC decreased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 40.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Old Mission Investment Co LLC Makes New Investment in Alphabet Inc. $GOOG
Old Mission Investment Co LLC purchased a new position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »