Home » Investing
Royal Fund Management LLC Lowers Stake in Iron Mountain Incorporated $IRM
Royal Fund Management LLC lessened its holdings in Iron Mountain Incorporated (NYSE:IRM – Free Report) by 66.0% during the first quarter, Holdings Channel.com reports. The firm owned 15,649 shares of the financial services provider’s... More of this article »
WesBanco (NASDAQ:WSBC) EVP Jayson Zatta Sells 12,500 Shares of Stock
WesBanco, Inc. (NASDAQ:WSBC – Get Free Report) EVP Jayson Zatta sold 12,500 shares of the business’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $41.80, for a total transaction... More of this article »SPDR Bloomberg 1-10 Year TIPS ETF $TIPX Shares Sold by Sonoma Allocations LLC
Sonoma Allocations LLC lessened its position in shares of SPDR Bloomberg 1-10 Year TIPS ETF (NYSEARCA:TIPX – Free Report) by 14.7% during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
SHUTTLEWORTH & Co Makes New $2.82 Million Investment in Vanguard Small-Cap ETF $VB
SHUTTLEWORTH & Co purchased a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
4,667 Shares in iShares Core S&P U.S. Growth ETF $IUSG Purchased by TrueWealth Financial Partners
TrueWealth Financial Partners purchased a new stake in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
TrueWealth Financial Partners Invests $9.65 Million in Vanguard Mid-Cap ETF $VO
TrueWealth Financial Partners bought a new stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Canadian Natural Resources Limited $CNQ Shares Sold by Janus Henderson Group PLC
Janus Henderson Group PLC lowered its holdings in shares of Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) by 42.6% during the first quarter, HoldingsChannel.com reports. The firm owned 4,301,460 shares... More of this article »
Janus Henderson Group PLC Cuts Stake in UBS Group AG $UBS
Janus Henderson Group PLC reduced its stake in UBS Group AG (NYSE:UBS – Free Report) by 24.3% 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 »
Michael Burkes Brophy Sells 1,863 Shares of Natera (NASDAQ:NTRA) Stock
Natera, Inc. (NASDAQ:NTRA – Get Free Report) CFO Michael Burkes Brophy sold 1,863 shares of the stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $249.38, for a total value of $464,594.94.... More of this article »
Kentucky Retirement Systems Has $6.07 Million Stock Position in Marriott International, Inc. $MAR
Kentucky Retirement Systems lifted its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 29.8% during the first quarter, Holdings Channel.com reports. The firm owned 18,548 shares of the company’s... More of this article »
Roper Technologies, Inc. $ROP Position Increased by Kentucky Retirement Systems
Kentucky Retirement Systems grew its holdings in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 21.6% during the first quarter, Holdings Channel reports. The firm owned 8,199 shares of the industrial products... More of this article »
49,028 Shares in NRG Energy, Inc. $NRG Bought by Oaktree Capital Management LP
Oaktree Capital Management LP acquired a new stake in NRG Energy, Inc. (NYSE:NRG – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Kentucky Retirement Systems Acquires 5,343 Shares of VeriSign, Inc. $VRSN
Kentucky Retirement Systems grew its holdings in shares of VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 100.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
TrueWealth Financial Partners Makes New $14.37 Million Investment in Vanguard FTSE Emerging Markets ETF $VWO
TrueWealth Financial Partners purchased a new position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Sterling Investment Advisors Ltd. Has $10.70 Million Stock Holdings in Microsoft Corporation $MSFT
Sterling Investment Advisors Ltd. grew its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 10.6% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Western Wealth Management LLC Raises Holdings in ExxonMobil Corporation $XOM
Western Wealth Management LLC lifted its position in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 40.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 82,480 shares of... More of this article »
NewEdge Advisors LLC Cuts Stock Holdings in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
NewEdge Advisors LLC lowered its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 50.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Janus Henderson Group PLC Lowers Holdings in Cboe Global Markets, Inc. $CBOE
Janus Henderson Group PLC decreased its position in shares of Cboe Global Markets, Inc. (BATS:CBOE – Free Report) by 1.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
First Trust TCW Unconstrained Plus Bond ETF $UCON Position Boosted by Western Wealth Management LLC
Western Wealth Management LLC increased its position in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 14.5% in the first quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
NewEdge Advisors LLC Sells 80,244 Shares of Invesco S&P 500 Equal Weight Industrials ETF $RSPN
NewEdge Advisors LLC reduced its holdings in shares of Invesco S&P 500 Equal Weight Industrials ETF (NYSEARCA:RSPN – Free Report) by 31.6% in the first quarter, according to the company in its most recent disclosure with... More of this article »
Norris Financial Group LLC Invests $501,000 in Regions Financial Corporation $RF
Norris Financial Group LLC bought a new position in Regions Financial Corporation (NYSE:RF – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
iShares 1-3 Year Treasury Bond ETF $SHY Stock Position Lessened by Silicon Valley Capital Partners
Silicon Valley Capital Partners lessened its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 3.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Western Wealth Management LLC Buys 41,108 Shares of Capital Group Growth ETF $CGGR
Western Wealth Management LLC grew its stake in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 25.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Western Wealth Management LLC Buys 135,159 Shares of SPDR Blackstone Senior Loan ETF $SRLN
Western Wealth Management LLC raised its stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 485.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Brokers Offer Predictions for Unilever FY2026 Earnings
Unilever PLC (NYSE:UL – Free Report) – Erste Group Bank dropped their FY2026 earnings per share (EPS) estimates for Unilever in a research report issued to clients and investors on Monday, July 27th. Erste Group Bank analyst... More of this article »
Scotiabank Issues Pessimistic Forecast for TSE:LAR Earnings
Lithium Americas (Argentina) Corp. (TSE:LAR – Free Report) – Scotiabank reduced their FY2026 EPS estimates for Lithium Americas (Argentina) in a note issued to investors on Monday, July 27th. Scotiabank analyst B. Isaacson... More of this article »
Zacks Research Issues Positive Forecast for UNH Earnings
UnitedHealth Group Incorporated (NYSE:UNH – Free Report) – Investment analysts at Zacks Research lifted their Q3 2026 earnings per share estimates for shares of UnitedHealth Group in a research report issued on Thursday,... More of this article »
Brokers Offer Predictions for Perfect Q3 Earnings
Perfect Corp. (NYSE:PERF – Free Report) – Analysts at Sidoti issued their Q3 2026 earnings estimates for Perfect in a research report issued on Tuesday, July 28th. Sidoti analyst A. Shah anticipates that the company will... More of this article »
96,678 Shares in JPMorgan Equity Premium Income ETF $JEPI Bought by Western Wealth Management LLC
Western Wealth Management LLC bought a new position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
iShares U.S. Aerospace & Defense ETF $ITA Shares Sold by Western Wealth Management LLC
Western Wealth Management LLC lowered its position in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 10.3% in the 1st quarter, according to its most recent disclosure with the Securities &... More of this article »
Vanguard Growth ETF $VUG Stake Raised by Western Wealth Management LLC
Western Wealth Management LLC grew its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 89.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Noble Financial Has Bullish Estimate for EuroDry Q3 Earnings
EuroDry (NASDAQ:EDRY – Free Report) – Analysts at Noble Financial upped their Q3 2026 earnings per share estimates for EuroDry in a report released on Thursday, July 30th. Noble Financial analyst M. Reichman now anticipates... More of this article »
Western Wealth Management LLC Buys 2,064 Shares of BlackRock $BLK
Western Wealth Management LLC raised its position in shares of BlackRock (NYSE:BLK – Free Report) by 65.6% in the first quarter, according to its most recent filing with the SEC. The firm owned 5,211 shares of the asset manager’s... More of this article »
Q3 EPS Estimates for Cheniere Energy Lowered by Analyst
Cheniere Energy, Inc. (NYSE:LNG – Free Report) – Equities research analysts at US Capital Advisors dropped their Q3 2026 earnings per share estimates for Cheniere Energy in a research note issued on Wednesday, July 29th.... More of this article »
US Capital Advisors Forecasts Mplx’s Q2 Earnings (NYSE:MPLX)
Mplx Lp (NYSE:MPLX – Free Report) – Analysts at US Capital Advisors dropped their Q2 2026 earnings estimates for Mplx in a report released on Wednesday, July 29th. US Capital Advisors analyst J. Carreker now anticipates... More of this article »
Q2 EPS Estimates for TC Energy Lifted by US Capital Advisors
TC Energy Co. (TSE:TRP – Free Report) (NYSE:TRP) – US Capital Advisors increased their Q2 2026 EPS estimates for TC Energy in a research note issued to investors on Wednesday, July 29th. US Capital Advisors analyst J.... More of this article »
The Renewables Infrastructure Group’s (TRIG) Hold Rating Reiterated at Jefferies Financial Group
The Renewables Infrastructure Group (LON:TRIG – Get Free Report)‘s stock had its “hold” rating reaffirmed by Jefferies Financial Group in a research report issued to clients and investors on Friday,Digital Look... More of this article »
Rolls-Royce Holdings plc’s (RR) “Buy” Rating Reiterated at Deutsche Bank Aktiengesellschaft
Rolls-Royce Holdings plc (LON:RR – Get Free Report)‘s stock had its “buy” rating reissued by equities researchers at Deutsche Bank Aktiengesellschaft in a note issued to investors on Friday,Digital Look reports.... More of this article »
