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World Investment Advisors Buys New Holdings in AllianzIM U.S. Large Cap Buffer20 Jun ETF $JUNW
World Investment Advisors purchased a new position in AllianzIM U.S. Large Cap Buffer20 Jun ETF (NYSEARCA:JUNW – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
World Investment Advisors Buys Shares of 26,085 Innovator International Developed Power Buffer ETF – October $IOCT
World Investment Advisors bought a new stake in shares of Innovator International Developed Power Buffer ETF – October (NYSEARCA:IOCT – Free Report) in the 4th quarter, according to its most recent filing with the SEC.... More of this article »
Drilling Tools International (NASDAQ:DTI) versus Flotek Industries (NYSE:FTK) Critical Analysis
Drilling Tools International (NASDAQ:DTI – Get Free Report) and Flotek Industries (NYSE:FTK – Get Free Report) are both small-cap energy companies, but which is the superior investment? We will contrast the two companies... More of this article »
SPDR Blackstone Senior Loan ETF $SRLN Shares Sold by World Investment Advisors
World Investment Advisors trimmed its position in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 54.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Critical Review: Richtech Robotics (NASDAQ:RR) and Integrated Media Technology (NASDAQ:IMTE)
Richtech Robotics (NASDAQ:RR – Get Free Report) and Integrated Media Technology (NASDAQ:IMTE – Get Free Report) are both small-cap business services companies, but which is the better investment? We will compare the two... More of this article »
5,186 Shares in Cheniere Energy, Inc. $LNG Acquired by Sovereign Financial Group Inc.
Sovereign Financial Group Inc. acquired a new stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 5,186 shares... More of this article »
Signal Advisors Wealth LLC Has $6.02 Million Stock Position in iShares MBS ETF $MBB
Signal Advisors Wealth LLC grew its holdings in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 15.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Total Clarity Wealth Management Inc. Has $1.20 Million Stake in Shopify Inc. $SHOP
Total Clarity Wealth Management Inc. grew its position in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 104.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Reviewing Itex (OTCMKTS:ITEX) and Secom (OTCMKTS:SOMLY)
Valuation & Earnings This table compares Itex and Secom”s revenue, earnings per share (EPS) and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Itex $5.44 million 0.94 $500,000.00 N/A N/A Secom $8.35... More of this article »
Contrasting Companhia Paranaense de Energia – COPEL (OTCMKTS:ELPVY) & X-Energy (NASDAQ:XE)
Companhia Paranaense de Energia – COPEL (OTCMKTS:ELPVY – Get Free Report) and X-Energy (NASDAQ:XE – Get Free Report) are both mid-cap utilities companies, but which is the better business? We will compare the two... More of this article »
Contrasting First Niles Financial (OTCMKTS:FNFI) & Great Southern Bancorp (NASDAQ:GSBC)
First Niles Financial (OTCMKTS:FNFI – Get Free Report) and Great Southern Bancorp (NASDAQ:GSBC – Get Free Report) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses... More of this article »
Virtu Financial, Inc. (NYSE:VIRT) Receives Average Rating of “Moderate Buy” from Brokerages
Shares of Virtu Financial, Inc. (NYSE:VIRT – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the eight analysts that are presently covering the company, MarketBeat Ratings reports.... More of this article »
Hsbc Holdings PLC Has $82.94 Million Stock Position in Sysco Corporation $SYY
Hsbc Holdings PLC grew its stake in shares of Sysco Corporation (NYSE:SYY – Free Report) by 13.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,124,843 shares... More of this article »
Summit Wealth Partners LLC Buys Shares of 18,999 Bank of America Corporation $BAC
Summit Wealth Partners LLC bought a new position in Bank of America Corporation (NYSE:BAC) in the first quarter, HoldingsChannel reports. The institutional investor bought 18,999 shares of the financial services provider’s... More of this article »
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 »