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ExxonMobil Corporation $XOM Holdings Decreased by Quotient Wealth Partners LLC
Quotient Wealth Partners LLC lowered its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 14.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Summit Wealth Partners LLC Invests $549,000 in Starbucks Corporation $SBUX
Summit Wealth Partners LLC purchased a new stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor purchased 6,128 shares of the coffee company’s... More of this article »
Summit Wealth Partners LLC Buys 12,001 Shares of Vanguard FTSE Developed Markets ETF $VEA
Summit Wealth Partners LLC grew its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 75.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Paragon Capital Management Inc. Cuts Position in O’Reilly Automotive, Inc. $ORLY
Paragon Capital Management Inc. decreased its stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 26.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Snowflake Inc. (NYSE:SNOW) Receives Average Rating of “Moderate Buy” from Analysts
Shares of Snowflake Inc. (NYSE:SNOW – Get Free Report) have received a consensus rating of “Moderate Buy” from the forty-one ratings firms that are covering the stock, MarketBeat Ratings reports. One investment analyst... More of this article »
Hsbc Holdings PLC Sells 96,832 Shares of Microchip Technology Incorporated $MCHP
Hsbc Holdings PLC decreased its holdings in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 8.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Welltower Inc. $WELL Shares Acquired by Rockefeller Capital Management L.P.
Rockefeller Capital Management L.P. increased its position in shares of Welltower Inc. (NYSE:WELL – Free Report) by 8.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Intergy Private Wealth LLC Acquires Shares of 16,164 The PNC Financial Services Group, Inc $PNC
Intergy Private Wealth LLC acquired a new position in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) in the first quarter, Holdings Channel reports. The institutional investor acquired 16,164 shares of the financial... More of this article »
SG Americas Securities LLC Buys 169,108 Shares of AMETEK, Inc. $AME
SG Americas Securities LLC grew its stake in shares of AMETEK, Inc. (NYSE:AME – Free Report) by 90.1% in the first quarter, Holdings Channel reports. The institutional investor owned 356,862 shares of the technology company’s... More of this article »
SG Americas Securities LLC Has $48.12 Million Stock Holdings in Deckers Outdoor Corporation $DECK
SG Americas Securities LLC lifted its position in shares of Deckers Outdoor Corporation (NYSE:DECK – Free Report) by 99.9% during the first quarter, HoldingsChannel reports. The firm owned 480,769 shares of the textile maker’s... More of this article »
World Investment Advisors Purchases Shares of 9,748 Nebius Group N.V. $NBIS
World Investment Advisors acquired a new stake in Nebius Group N.V. (NASDAQ:NBIS – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 9,748 shares of the company’s stock,... More of this article »
Total Clarity Wealth Management Inc. Boosts Stock Holdings in Capital Group Short Duration Municipal Income ETF $CGSM
Total Clarity Wealth Management Inc. raised its stake in Capital Group Short Duration Municipal Income ETF (NYSEARCA:CGSM – Free Report) by 16.4% during the first quarter, according to the company in its most recent 13F filing... More of this article »
World Investment Advisors Acquires 1,176 Shares of Moody’s Corporation $MCO
World Investment Advisors boosted its holdings in shares of Moody’s Corporation (NYSE:MCO – Free Report) by 210.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 1,735 shares of the... More of this article »
EOG Resources, Inc. $EOG Shares Sold by Hendley & Co. Inc.
Hendley & Co. Inc. trimmed its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 12.2% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Vanguard Intermediate-Term Bond ETF $BIV Stake Lifted by Discipline Wealth Solutions LLC
Discipline Wealth Solutions LLC raised its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 15.6% in the first quarter, HoldingsChannel reports. The firm owned 728,902 shares of the company’s... More of this article »
SVB Wealth LLC Sells 21,258 Shares of iShares Core MSCI Emerging Markets ETF $IEMG
SVB Wealth LLC trimmed its stake in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 8.6% during the 1st quarter, HoldingsChannel.com reports. The firm owned 226,485 shares of the company’s stock... More of this article »
Sovereign Financial Group Inc. Has $1.19 Million Stock Holdings in Valero Energy Corporation $VLO
Sovereign Financial Group Inc. raised its stake in Valero Energy Corporation (NYSE:VLO – Free Report) by 155.4% in the first quarter, Holdings Channel reports. The firm owned 4,822 shares of the oil and gas company’s stock... More of this article »
SVB Wealth LLC Decreases Stock Holdings in Quest Diagnostics Incorporated $DGX
SVB Wealth LLC lowered its position in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) by 25.8% in the first quarter, HoldingsChannel.com reports. The firm owned 12,869 shares of the medical research company’s... More of this article »
Vaughan Nelson Investment Management L.P. Takes Position in UnitedHealth Group Incorporated $UNH
Vaughan Nelson Investment Management L.P. purchased a new stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Smith Salley Wealth Management Buys 2,252 Shares of Johnson & Johnson $JNJ
Smith Salley Wealth Management boosted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.1% in the 1st quarter, Holdings Channel reports. The institutional investor owned 57,834 shares of the company’s... More of this article »
Transdigm Group Incorporated $TDG Shares Purchased by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. raised its stake in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) by 44.3% during the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Buys Shares of 371,925 Visa Inc. $V
Vaughan Nelson Investment Management L.P. bought a new stake in shares of Visa Inc. (NYSE:V – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 371,925 shares... More of this article »
Signal Advisors Wealth LLC Has $3.51 Million Holdings in Vanguard Total International Stock ETF $VXUS
Signal Advisors Wealth LLC raised its holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 597.5% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
T-Mobile US, Inc. $TMUS Shares Sold by PKO Investment Management Joint Stock Co
PKO Investment Management Joint Stock Co decreased its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 32.7% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 35,000 shares... More of this article »
PKO Investment Management Joint Stock Co Sells 2,000 Shares of Intuit Inc. $INTU
PKO Investment Management Joint Stock Co decreased its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 16.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Signal Advisors Wealth LLC Takes Position in The Charles Schwab Corporation $SCHW
Signal Advisors Wealth LLC acquired a new position in The Charles Schwab Corporation (NYSE:SCHW – Free Report) in the first quarter, Holdings Channel.com reports. The fund acquired 26,945 shares of the financial services provider’s... More of this article »
Janus Henderson AAA CLO ETF $JAAA is Total Clarity Wealth Management Inc.’s 5th Largest Position
Total Clarity Wealth Management Inc. lowered its holdings in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 21.6% during the first quarter, according to its most recent disclosure with the Securities... More of this article »
Signal Advisors Wealth LLC Boosts Stock Position in SPDR Portfolio Developed World ex-US ETF $SPDW
Signal Advisors Wealth LLC boosted its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 14.5% in the 1st quarter, HoldingsChannel reports. The firm owned 306,971 shares of the company’s... More of this article »
Outlook Wealth Advisors LLC Has $4 Million Holdings in AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF $DECU
Outlook Wealth Advisors LLC cut its holdings in shares of AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF (BATS:DECU – Free Report) by 50.2% during the first quarter, Holdings Channel reports. The fund owned 150,604 shares of... More of this article »
IFC & Insurance Marketing Inc. Grows Position in Vanguard Total Stock Market ETF $VTI
IFC & Insurance Marketing Inc. raised its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 123.1% during the 1st quarter, Holdings Channel.com reports. The fund owned 5,029 shares of the... More of this article »
Signal Advisors Wealth LLC Decreases Stake in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Signal Advisors Wealth LLC cut its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 10.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Telos Capital Management Inc. Purchases 59,327 Shares of Netflix, Inc. $NFLX
Telos Capital Management Inc. increased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 125.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
SVB Wealth LLC Purchases 21,212 Shares of Evergy Inc. $EVRG
SVB Wealth LLC raised its position in Evergy Inc. (NASDAQ:EVRG – Free Report) by 69.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Novare Capital Management LLC Sells 1,645 Shares of Vertiv Holdings Co. $VRT
Novare Capital Management LLC decreased its position in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 11.3% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 12,968 shares of the... More of this article »
Signal Advisors Wealth LLC Grows Stock Holdings in Innovator U.S. Equity Power Buffer ETF – April $PAPR
Signal Advisors Wealth LLC boosted its stake in shares of Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR – Free Report) by 24.6% during the first quarter, Holdings Channel reports. The firm owned 130,889 shares... More of this article »
1,572 Shares in Dell Technologies Inc. $DELL Acquired by Quotient Wealth Partners LLC
Quotient Wealth Partners LLC bought a new stake in Dell Technologies Inc. (NYSE:DELL – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Medtronic PLC $MDT Shares Sold by SVB Wealth LLC
SVB Wealth LLC lowered its stake in Medtronic PLC (NYSE:MDT – Free Report) by 20.2% in the 1st quarter, Holdings Channel.com reports. The firm owned 33,494 shares of the medical technology company’s stock after selling... More of this article »
American Airlines Group Inc. (NASDAQ:AAL) Given Average Rating of “Hold” by Brokerages
American Airlines Group Inc. (NASDAQ:AAL – Get Free Report) has earned an average rating of “Hold” from the nineteen analysts that are covering the firm, Marketbeat reports. Two research analysts have rated the stock... More of this article »