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Sapient Capital LLC Has $5.71 Million Stake in Vanguard Russell 1000 Growth ETF $VONG
Sapient Capital LLC grew its holdings in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 9.6% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Vanguard Intermediate-Term Treasury ETF $VGIT is Friday Financial’s 4th Largest Position
Friday Financial increased its position in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 26.3% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Professional Financial Advisors LLC Buys 8,408 Shares of Capital One Financial Corporation $COF
Professional Financial Advisors LLC raised its stake in Capital One Financial Corporation (NYSE:COF) by 645.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Focus Financial Network Inc. Acquires New Holdings in First Trust TCW Unconstrained Plus Bond ETF $UCON
Focus Financial Network Inc. bought a new position in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Canadian Stocks To Consider – August 7th
Celsius, Canadian Natural Resources, Canadian Pacific Kansas City, Canadian National Railway, Baytex Energy, Bank Of Montreal, and TC Energy are the seven Canadian stocks to watch today, according to MarketBeat’s stock screener... More of this article »
Schwab U.S. Large-Cap Growth ETF $SCHG is Focus Financial Network Inc.’s 2nd Largest Position
Focus Financial Network Inc. lessened its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 7.8% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Legacy Wealth Management LLC Sells 33,621 Shares of Schwab U.S. Mid-Cap ETF $SCHM
Legacy Wealth Management LLC reduced its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 0.8% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 4,286,476 shares... More of this article »
Legacy Wealth Asset Management LLC Has $6.09 Million Stock Holdings in ASE Technology Holding Co., Ltd. $ASX
Legacy Wealth Asset Management LLC trimmed its stake in ASE Technology Holding Co., Ltd. (NYSE:ASX – Free Report) by 15.9% in the second quarter, Holdings Channel reports. The firm owned 135,007 shares of the semiconductor company’s... More of this article »
Legacy Wealth Management LLC Has $1.77 Million Holdings in JPMorgan Ultra-Short Income ETF $JPST
Legacy Wealth Management LLC decreased its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 97.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Invesco QQQ $QQQ Shares Sold by Pettinga Financial Advisors LLC
Pettinga Financial Advisors LLC decreased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 10.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
StoneCrest Wealth Management Inc. Buys New Position in Invesco AI and Next Gen Software ETF $IGPT
StoneCrest Wealth Management Inc. bought a new position in shares of Invesco AI and Next Gen Software ETF (NYSEARCA:IGPT – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Vertrix Wealth Management LLC Boosts Holdings in iShares Core S&P 500 ETF $IVV
Vertrix Wealth Management LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 122.4% during the 2nd quarter, Holdings Channel reports. The firm owned 1,853 shares of the ETF’s stock after... More of this article »
Dimensional International Core Equity 2 ETF $DFIC is Great Waters Wealth Management’s 10th Largest Position
Great Waters Wealth Management cut its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 7.5% during the second quarter, according to the company in its most recent disclosure with... More of this article »
Kastel Capital Advisors LLC Invests $3.88 Million in Vanguard International High Dividend Yield ETF $VYMI
Kastel Capital Advisors LLC purchased a new stake in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
American Express Company $AXP is Vertrix Wealth Management LLC’s 9th Largest Position
Vertrix Wealth Management LLC grew its stake in American Express Company (NYSE:AXP) by 10.0% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 18,098... More of this article »
Vertrix Wealth Management LLC Has $4.56 Million Stock Holdings in Waste Management, Inc. $WM
Vertrix Wealth Management LLC increased its position in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 14.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Vertrix Wealth Management LLC Acquires 49,975 Shares of Vanguard Intermediate-Term Bond ETF $BIV
Vertrix Wealth Management LLC increased its holdings in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 34.3% during the second quarter, according to the company in its most recent Form 13F filing... More of this article »
iShares Russell 1000 ETF $IWB Holdings Cut by Franklin Parlapiano Turner & Welch LLC
Franklin Parlapiano Turner & Welch LLC lowered its position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 1.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Vanguard Total Bond Market ETF $BND is Great Waters Wealth Management’s 7th Largest Position
Great Waters Wealth Management lowered its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.1% during the 2nd quarter, Holdings Channel reports. The firm owned 393,030 shares of the company’s... More of this article »
XPO, Inc. (NYSE:XPO) Receives Average Recommendation of “Moderate Buy” from Analysts
Shares of XPO, Inc. (NYSE:XPO – Get Free Report) have received an average recommendation of “Moderate Buy” from the twenty-five ratings firms that are presently covering the company, Marketbeat reports. One analyst... More of this article »
Sax Wealth Advisors LLC Purchases 4,873 Shares of Procter & Gamble Company (The) $PG
Sax Wealth Advisors LLC grew its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 67.2% in the 2nd quarter, Holdings Channel.com reports. The firm owned 12,123 shares of the company’s... More of this article »
Hennion & Walsh Asset Management Inc. Sells 6,889 Shares of Fortinet, Inc. $FTNT
Hennion & Walsh Asset Management Inc. decreased its holdings in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 16.4% in the second quarter, Holdings Channel.com reports. The institutional investor owned 35,134 shares of... More of this article »
Gradient Investments LLC Decreases Position in Affiliated Managers Group, Inc. $AMG
Gradient Investments LLC lessened its position in Affiliated Managers Group, Inc. (NYSE:AMG – Free Report) by 26.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Atlassian Corporation PLC $TEAM Shares Sold by Janus Henderson Group PLC
Janus Henderson Group PLC cut its holdings in Atlassian Corporation PLC (NASDAQ:TEAM – Free Report) by 99.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
DigitalOcean Holdings, Inc. (NYSE:DOCN) Receives $151.93 Average PT from Analysts
Shares of DigitalOcean Holdings, Inc. (NYSE:DOCN – Get Free Report) have earned an average rating of “Moderate Buy” from the sixteen analysts that are currently covering the firm, Marketbeat.com reports. Three equities... More of this article »
Pacer Advisors Inc. Sells 972,954 Shares of Live Nation Entertainment, Inc. $LYV
Pacer Advisors Inc. reduced its position in Live Nation Entertainment, Inc. (NYSE:LYV – Free Report) by 99.2% in the first quarter, Holdings Channel.com reports. The fund owned 7,898 shares of the company’s stock after... More of this article »
Dollar General Corporation $DG Holdings Raised by NewEdge Advisors LLC
NewEdge Advisors LLC increased its stake in Dollar General Corporation (NYSE:DG – Free Report) by 14.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
NewEdge Advisors LLC Buys 8,503 Shares of Dominion Energy Inc. $D
NewEdge Advisors LLC lifted its position in Dominion Energy Inc. (NYSE:D – Free Report) by 6.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Head-To-Head Contrast: Canadian Utilities (CDUAF) and Its Rivals
Canadian Utilities (OTCMKTS:CDUAF – Get Free Report) is one of 52 public companies in the “Multi – Utilities” industry, but how does it contrast to its competitors? We will compare Canadian Utilities to related... More of this article »
Alphabet Inc. $GOOG Shares Sold by Centurion Wealth Management LLC
Centurion Wealth Management LLC lessened its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 31.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Invesco QQQ $QQQ Shares Sold by Bay Rivers Group
Bay Rivers Group trimmed its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 9.3% during the second quarter, Holdings Channel.com reports. The firm owned 11,612 shares of the exchange traded fund’s stock after... More of this article »
NIKE (NYSE:NKE) COO Sells $37,024.00 in Stock
NIKE, Inc. (NYSE:NKE – Get Free Report) COO Venkatesh Alagirisamy sold 890 shares of the company’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $41.60, for a... More of this article »
Quantinno Capital Management LP Has $2.88 Million Holdings in Diageo plc $DEO
Quantinno Capital Management LP lowered its position in Diageo plc (NYSE:DEO – Free Report) by 19.0% during the first quarter, according to its most recent filing with the SEC. The firm owned 38,630 shares of the company’s... More of this article »
The Manufacturers Life Insurance Company Purchases 16,117 Shares of OneMain Holdings, Inc. $OMF
The Manufacturers Life Insurance Company raised its holdings in OneMain Holdings, Inc. (NYSE:OMF – Free Report) by 73.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
The Manufacturers Life Insurance Company Sells 13,945 Shares of Roblox Corporation $RBLX
The Manufacturers Life Insurance Company decreased its stake in shares of Roblox Corporation (NYSE:RBLX – Free Report) by 28.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 35,598... More of this article »
Quantinno Capital Management LP Boosts Stake in Palomar Holdings, Inc. $PLMR
Quantinno Capital Management LP increased its position in Palomar Holdings, Inc. (NASDAQ:PLMR – Free Report) by 163.0% in the first quarter, HoldingsChannel.com reports. The fund owned 23,327 shares of the company’s stock... More of this article »
Chemed Corporation $CHE Stock Position Trimmed by Quantinno Capital Management LP
Quantinno Capital Management LP trimmed its position in shares of Chemed Corporation (NYSE:CHE – Free Report) by 55.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Grifols, S.A. $GRFS Shares Acquired by Quantinno Capital Management LP
Quantinno Capital Management LP lifted its holdings in shares of Grifols, S.A. (NASDAQ:GRFS – Free Report) by 42.0% during the first quarter, Holdings Channel.com reports. The fund owned 352,798 shares of the biotechnology company’s... More of this article »