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Image for Lutz Financial Services LLC Has $150.60 Million Stock Position in Vanguard S&P 500 ETF $VOO

Lutz Financial Services LLC Has $150.60 Million Stock Position in Vanguard S&P 500 ETF $VOO

Lutz Financial Services LLC cut its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Calamos Wealth Management LLC Sells 19,440 Shares of The TJX Companies, Inc. $TJX

Calamos Wealth Management LLC Sells 19,440 Shares of The TJX Companies, Inc. $TJX

Calamos Wealth Management LLC reduced its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 16.5% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 98,404 shares of the apparel... More of this article »
Image for Calamos Advisors LLC Has $72.03 Million Stock Position in Procter & Gamble Company (The) $PG

Calamos Advisors LLC Has $72.03 Million Stock Position in Procter & Gamble Company (The) $PG

Calamos Advisors LLC raised its position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 3.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for HCA Healthcare (NYSE:HCA) Updates FY 2026 Earnings Guidance

HCA Healthcare (NYSE:HCA) Updates FY 2026 Earnings Guidance

HCA Healthcare (NYSE:HCA – Get Free Report) updated its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 28.700-30.500 for the period, compared to the consensus earnings per share estimate of... More of this article »
Image for Defiance Daily Target 2X Long AVGO ETF (NASDAQ:AVGX) Sees Large Decline in Short Interest

Defiance Daily Target 2X Long AVGO ETF (NASDAQ:AVGX) Sees Large Decline in Short Interest

Defiance Daily Target 2X Long AVGO ETF (NASDAQ:AVGX – Get Free Report) saw a large decrease in short interest in June. As of June 30th, there was short interest totaling 83,292 shares, a decrease of 68.6% from the June 15th... More of this article »
Image for Calamos Advisors LLC Buys 8,850 Shares of CVS Health Corporation $CVS

Calamos Advisors LLC Buys 8,850 Shares of CVS Health Corporation $CVS

Calamos Advisors LLC raised its position in CVS Health Corporation (NYSE:CVS – Free Report) by 2.1% during the first quarter, Holdings Channel reports. The firm owned 433,533 shares of the pharmacy operator’s stock after... More of this article »
Image for Open Loot (OL) Self Reported Market Capitalization Achieves $4.09 Million

Open Loot (OL) Self Reported Market Capitalization Achieves $4.09 Million

Open Loot (OL) traded 0.2% higher against the US dollar during the 24 hour period ending at 7:00 AM E.T. on July 14th. Open Loot has a total market capitalization of $4.09 million and $443.55 thousand worth of Open Loot was traded... More of this article »
Image for Kaiser Aluminum Corporation (NASDAQ:KALU) Plans Quarterly Dividend of $0.77

Kaiser Aluminum Corporation (NASDAQ:KALU) Plans Quarterly Dividend of $0.77

Kaiser Aluminum Corporation (NASDAQ:KALU – Get Free Report) declared a quarterly dividend on Monday, July 13th. Stockholders of record on Friday, July 24th will be given a dividend of 0.77 per share by the industrial products... More of this article »
Image for Schwab U.S. TIPS ETF $SCHP Shares Acquired by Riverpoint Wealth Management Holdings LLC

Schwab U.S. TIPS ETF $SCHP Shares Acquired by Riverpoint Wealth Management Holdings LLC

Riverpoint Wealth Management Holdings LLC lifted its stake in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 12.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Teachers Retirement System of The State of Kentucky Has $8.07 Million Stake in Adobe Inc. $ADBE

Teachers Retirement System of The State of Kentucky Has $8.07 Million Stake in Adobe Inc. $ADBE

Teachers Retirement System of The State of Kentucky trimmed its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 76.9% in the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Calamos Advisors LLC Boosts Holdings in Chevron Corporation $CVX

Calamos Advisors LLC Boosts Holdings in Chevron Corporation $CVX

Calamos Advisors LLC boosted its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 12.6% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 691,326 shares of the oil and... More of this article »
Image for Bryn Mawr Trust Advisors LLC Grows Stock Holdings in Invesco S&P 500 Equal Weight ETF $RSP

Bryn Mawr Trust Advisors LLC Grows Stock Holdings in Invesco S&P 500 Equal Weight ETF $RSP

Bryn Mawr Trust Advisors LLC lifted its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 5.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Milestones Private Investment Advisors LLC Sells 116,720 Shares of Schwab US Broad Market ETF $SCHB

Milestones Private Investment Advisors LLC Sells 116,720 Shares of Schwab US Broad Market ETF $SCHB

Milestones Private Investment Advisors LLC lessened its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 75.7% during the first quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Retirement Planning Group LLC Grows Stock Holdings in SPDR S&P Aerospace & Defense ETF $XAR

Retirement Planning Group LLC Grows Stock Holdings in SPDR S&P Aerospace & Defense ETF $XAR

Retirement Planning Group LLC boosted its stake in shares of SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR – Free Report) by 27.2% during the first quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Zhengye Biotechnology Holding Limited (NASDAQ:ZYBT) Sees Significant Decrease in Short Interest

Zhengye Biotechnology Holding Limited (NASDAQ:ZYBT) Sees Significant Decrease in Short Interest

Zhengye Biotechnology Holding Limited (NASDAQ:ZYBT – Get Free Report) saw a significant decline in short interest in the month of June. As of June 30th, there was short interest totaling 43,518 shares, a decline of 59.8% from... More of this article »
Image for Calamos Advisors LLC Increases Holdings in Danaher Corporation $DHR

Calamos Advisors LLC Increases Holdings in Danaher Corporation $DHR

Calamos Advisors LLC lifted its stake in Danaher Corporation (NYSE:DHR – Free Report) by 18.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Teachers Retirement System of The State of Kentucky Has $14.15 Million Holdings in Guardant Health, Inc. $GH

Teachers Retirement System of The State of Kentucky Has $14.15 Million Holdings in Guardant Health, Inc. $GH

Teachers Retirement System of The State of Kentucky grew its holdings in Guardant Health, Inc. (NASDAQ:GH – Free Report) by 11.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for International Assets Investment Management LLC Sells 3,674 Shares of Valero Energy Corporation $VLO

International Assets Investment Management LLC Sells 3,674 Shares of Valero Energy Corporation $VLO

International Assets Investment Management LLC decreased its holdings in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 45.0% in the 1st quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for Triglav Investments D.O.O. Has $38.72 Million Stake in Walmart Inc. $WMT

Triglav Investments D.O.O. Has $38.72 Million Stake in Walmart Inc. $WMT

Triglav Investments D.O.O. lifted its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 5.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 311,518 shares of the retailer’s stock after... More of this article »
Image for Sovran Advisors LLC Makes New $746,000 Investment in Fidelity Enhanced Mid Cap ETF $FMDE

Sovran Advisors LLC Makes New $746,000 Investment in Fidelity Enhanced Mid Cap ETF $FMDE

Sovran Advisors LLC acquired a new stake in Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 19,382 shares of the company’s... More of this article »
Image for Retirement Planning Group LLC Buys 6,677 Shares of Invesco RAFI Developed Markets ex-U.S. ETF $PXF

Retirement Planning Group LLC Buys 6,677 Shares of Invesco RAFI Developed Markets ex-U.S. ETF $PXF

Retirement Planning Group LLC boosted its stake in Invesco RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF – Free Report) by 8.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Retirement Planning Group LLC Has $2.94 Million Holdings in American Century Diversified Corporate Bond ETF $KORP

Retirement Planning Group LLC Has $2.94 Million Holdings in American Century Diversified Corporate Bond ETF $KORP

Retirement Planning Group LLC lessened its position in shares of American Century Diversified Corporate Bond ETF (NYSEARCA:KORP – Free Report) by 37.0% in the first quarter, according to the company in its most recent 13F filing... More of this article »
Image for Principal Financial Group Inc. Buys 1,261,314 Shares of KKR & Co. Inc. $KKR

Principal Financial Group Inc. Buys 1,261,314 Shares of KKR & Co. Inc. $KKR

Principal Financial Group Inc. raised its stake in KKR & Co. Inc. (NYSE:KKR – Free Report) by 6.9% during the 1st quarter, Holdings Channel reports. The fund owned 19,507,741 shares of the asset manager’s stock after... More of this article »
Image for SG Americas Securities LLC Decreases Position in Sirius XM Holdings Inc. $SIRI

SG Americas Securities LLC Decreases Position in Sirius XM Holdings Inc. $SIRI

SG Americas Securities LLC decreased its position in Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) by 97.0% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 4,654 shares of the... More of this article »
Image for Hsbc Holdings PLC Sells 8,507 Shares of Axcelis Technologies, Inc. $ACLS

Hsbc Holdings PLC Sells 8,507 Shares of Axcelis Technologies, Inc. $ACLS

Hsbc Holdings PLC lessened its holdings in Axcelis Technologies, Inc. (NASDAQ:ACLS – Free Report) by 41.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Permian Basin Royalty Trust $PBT Shares Sold by Schwartz Investment Counsel Inc.

Permian Basin Royalty Trust $PBT Shares Sold by Schwartz Investment Counsel Inc.

Schwartz Investment Counsel Inc. cut its holdings in Permian Basin Royalty Trust (NYSE:PBT – Free Report) by 3.5% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 933,719 shares of the... More of this article »
Image for Top Win International Ltd (NASDAQ:SORA) Short Interest Down 52.5% in June

Top Win International Ltd (NASDAQ:SORA) Short Interest Down 52.5% in June

Top Win International Ltd (NASDAQ:SORA – Get Free Report) was the recipient of a significant drop in short interest in June. As of June 30th, there was short interest totaling 3,740 shares, a drop of 52.5% from the June 15th... More of this article »
Image for State of Michigan Retirement System Purchases 205,288 Shares of FactSet Research Systems Inc. $FDS

State of Michigan Retirement System Purchases 205,288 Shares of FactSet Research Systems Inc. $FDS

State of Michigan Retirement System grew its position in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 523.2% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Lifeworks Advisors LLC Sells 28,151 Shares of JPMorgan Ultra-Short Income ETF $JPST

Lifeworks Advisors LLC Sells 28,151 Shares of JPMorgan Ultra-Short Income ETF $JPST

Lifeworks Advisors LLC lessened its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 81.6% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Valmark Advisers Inc. Has $1.53 Million Stock Position in Fidelity High Dividend ETF $FDVV

Valmark Advisers Inc. Has $1.53 Million Stock Position in Fidelity High Dividend ETF $FDVV

Valmark Advisers Inc. lowered its holdings in Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 63.3% in the first quarter, Holdings Channel reports. The firm owned 27,681 shares of the company’s stock after... More of this article »
Image for J. Safra Sarasin Holding AG Has $6.84 Million Holdings in Boston Scientific Corporation $BSX

J. Safra Sarasin Holding AG Has $6.84 Million Holdings in Boston Scientific Corporation $BSX

J. Safra Sarasin Holding AG decreased its stake in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) by 59.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Nutrien Ltd. $NTR Shares Acquired by J. Safra Sarasin Holding AG

Nutrien Ltd. $NTR Shares Acquired by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG lifted its position in Nutrien Ltd. (NYSE:NTR – Free Report) by 123.0% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Fabrinet $FN Holdings Trimmed by Emerald Advisers LLC

Fabrinet $FN Holdings Trimmed by Emerald Advisers LLC

Emerald Advisers LLC reduced its position in shares of Fabrinet (NYSE:FN – Free Report) by 1.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Pacer Swan SOS Fund of Funds ETF $PSFF Shares Sold by Simplicity Wealth LLC

Pacer Swan SOS Fund of Funds ETF $PSFF Shares Sold by Simplicity Wealth LLC

Simplicity Wealth LLC lessened its holdings in Pacer Swan SOS Fund of Funds ETF (BATS:PSFF – Free Report) by 62.5% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for EchoStar Corporation $SATS Shares Purchased by Sumitomo Mitsui Trust Group Inc.

EchoStar Corporation $SATS Shares Purchased by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lifted its position in shares of EchoStar Corporation (NASDAQ:SATS – Free Report) by 14.4% during the first quarter, HoldingsChannel reports. The firm owned 305,240 shares of the communications... More of this article »
Image for Okta, Inc. $OKTA Shares Sold by Sumitomo Mitsui Trust Group Inc.

Okta, Inc. $OKTA Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. decreased its holdings in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) by 4.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Increases Stock Position in Joby Aviation, Inc. $JOBY

Sumitomo Mitsui Trust Group Inc. Increases Stock Position in Joby Aviation, Inc. $JOBY

Sumitomo Mitsui Trust Group Inc. increased its holdings in Joby Aviation, Inc. (NYSE:JOBY – Free Report) by 48.1% during the 1st quarter, Holdings Channel reports. The firm owned 2,679,515 shares of the company’s stock... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Acquires 22,108 Shares of Solventum Corporation $SOLV

Sumitomo Mitsui Trust Group Inc. Acquires 22,108 Shares of Solventum Corporation $SOLV

Sumitomo Mitsui Trust Group Inc. lifted its holdings in Solventum Corporation (NYSE:SOLV – Free Report) by 7.4% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Principal Financial Group Inc. Sells 42,832 Shares of Eli Lilly and Company $LLY

Principal Financial Group Inc. Sells 42,832 Shares of Eli Lilly and Company $LLY

Principal Financial Group Inc. reduced its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 3.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for CBRE Group, Inc. $CBRE Stake Boosted by Principal Financial Group Inc.

CBRE Group, Inc. $CBRE Stake Boosted by Principal Financial Group Inc.

Principal Financial Group Inc. boosted its stake in shares of CBRE Group, Inc. (NYSE:CBRE – Free Report) by 3.2% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 9,870,413 shares of the... More of this article »