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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 »
Outlook Wealth Advisors LLC Trims Stock Position in iShares Fallen Angels USD Bond ETF $FALN
Outlook Wealth Advisors LLC lessened its position in shares of iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 59.0% during the first quarter, HoldingsChannel.com reports. The fund owned 25,446 shares of the... More of this article »
Paylocity Holding Corporation (NASDAQ:PCTY) Receives Average Rating of “Moderate Buy” from Brokerages
Shares of Paylocity Holding Corporation (NASDAQ:PCTY – Get Free Report) have earned a consensus rating of “Moderate Buy” from the nineteen brokerages that are presently covering the stock, MarketBeat reports. One... More of this article »
26,051 Shares in Vanguard Mortgage-Backed Securities ETF $VMBS Acquired by Outlook Wealth Advisors LLC
Outlook Wealth Advisors LLC acquired a new stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
SVB Wealth LLC Has $25.01 Million Stock Holdings in Vanguard Core Bond ETF $VCRB
SVB Wealth LLC boosted its position in shares of Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) by 17.4% during the 1st quarter, HoldingsChannel reports. The fund owned 323,211 shares of the company’s stock after buying... More of this article »
Xencor, Inc. (NASDAQ:XNCR) Given Average Recommendation of “Hold” by Brokerages
Shares of Xencor, Inc. (NASDAQ:XNCR – Get Free Report) have been given an average recommendation of “Hold” by the ten ratings firms that are presently covering the firm, Marketbeat reports. Two equities research... More of this article »
SG Americas Securities LLC Buys 4,648,436 Shares of Neogen Corporation $NEOG
SG Americas Securities LLC lifted its stake in Neogen Corporation (NASDAQ:NEOG – Free Report) by 287.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Carlisle Companies Incorporated $CSL Shares Purchased by Novare Capital Management LLC
Novare Capital Management LLC raised its stake in Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 5.5% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 30,935 shares of the... More of this article »
SVB Wealth LLC Sells 23,799 Shares of Schwab International Equity ETF $SCHF
SVB Wealth LLC reduced its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 8.4% in the 1st quarter, HoldingsChannel.com reports. The fund owned 260,067 shares of the company’s stock... More of this article »
SVB Wealth LLC Raises Position in Altria Group, Inc. $MO
SVB Wealth LLC grew its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 24.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 82,842 shares of the company’s stock after purchasing an additional... More of this article »
SVB Wealth LLC Raises Stock Position in Kraft Heinz Company $KHC
SVB Wealth LLC grew its stake in shares of Kraft Heinz Company (NASDAQ:KHC – Free Report) by 1,076.7% in the 1st quarter, HoldingsChannel.com reports. The fund owned 195,077 shares of the company’s stock after acquiring... More of this article »
SVB Wealth LLC Lowers Stock Holdings in Mastercard Incorporated $MA
SVB Wealth LLC lowered its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 46.2% during the first quarter, HoldingsChannel reports. The firm owned 6,691 shares of the credit services provider’s stock after... More of this article »
IDEXX Laboratories, Inc. $IDXX Shares Bought by SVB Wealth LLC
SVB Wealth LLC raised its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 17.4% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 7,335 shares of the company’s... More of this article »
C.H. Robinson Worldwide, Inc. $CHRW Position Reduced by Novare Capital Management LLC
Novare Capital Management LLC lowered its stake in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) by 7.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 82,309 shares of the transportation... More of this article »
Value Stocks To Keep An Eye On – June 22nd
SpaceX, Invesco QQQ, Intel, Apogee Therapeutics, and Direxion Daily MU Bull 2X Shares are the five Value stocks to watch today, according to MarketBeat’s stock screener tool. Value stocks are shares of companies that investors... More of this article »
Outlook Wealth Advisors LLC Purchases New Holdings in Vanguard Total International Bond ETF $BNDX
Outlook Wealth Advisors LLC purchased a new stake in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Verde Capital Management Acquires New Stake in Heico Corporation $HEI
Verde Capital Management acquired a new stake in shares of Heico Corporation (NYSE:HEI – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Paragon Capital Management Inc. Buys New Stake in Workday, Inc. $WDAY
Paragon Capital Management Inc. purchased a new position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Summit Wealth Partners LLC Purchases New Shares in Innovator Equity Defined Protection ETF – 1 Yr February $ZFEB
Summit Wealth Partners LLC acquired a new stake in Innovator Equity Defined Protection ETF – 1 Yr February (BATS:ZFEB – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC.... More of this article »
iShares MSCI USA Min Vol Factor ETF $USMV Shares Sold by Summit Wealth Partners LLC
Summit Wealth Partners LLC lowered its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 3.3% during the first quarter, Holdings Channel reports. The fund owned 182,452 shares of the company’s... More of this article »
Ramsey Quantitative Systems Takes $370,000 Position in Direxion Daily S&P 500 Bull 3x Shares $SPXL
Ramsey Quantitative Systems purchased a new stake in Direxion Daily S&P 500 Bull 3x Shares (NYSEARCA:SPXL – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Verde Capital Management Buys Shares of 21,461 Airbnb, Inc. $ABNB
Verde Capital Management bought a new position in Airbnb, Inc. (NASDAQ:ABNB – Free Report) in the first quarter, according to its most recent disclosure with the SEC. The firm bought 21,461 shares of the company’s stock,... More of this article »
Paragon Capital Management Inc. Invests $1.30 Million in The Progressive Corporation $PGR
Paragon Capital Management Inc. acquired a new stake in The Progressive Corporation (NYSE:PGR – Free Report) in the 1st quarter, HoldingsChannel reports. The fund acquired 6,559 shares of the insurance provider’s stock,... More of this article »
Summit Wealth Partners LLC Purchases Shares of 2,257 American Express Company $AXP
Summit Wealth Partners LLC bought a new position in shares of American Express Company (NYSE:AXP) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Novare Capital Management LLC Reduces Holdings in Emerson Electric Co. $EMR
Novare Capital Management LLC lowered its position in Emerson Electric Co. (NYSE:EMR – Free Report) by 2.3% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 187,538 shares of the industrial... More of this article »
iShares Core S&P Small-Cap ETF $IJR Shares Purchased by Summit Wealth Partners LLC
Summit Wealth Partners LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 21.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Park National Corp OH Sells 579 Shares of Seagate Technology Holdings PLC $STX
Park National Corp OH reduced its holdings in Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 49.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Rockefeller Capital Management L.P. Buys 15,353 Shares of iShares Russell 3000 ETF $IWV
Rockefeller Capital Management L.P. lifted its stake in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 25.0% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Ocean Park Asset Management LLC Invests $461,000 in Comfort Systems USA, Inc. $FIX
Ocean Park Asset Management LLC purchased a new stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the 1st quarter, Holdings Channel reports. The institutional investor purchased 334 shares of the construction... More of this article »
O’Reilly Automotive, Inc. $ORLY Shares Bought by Verde Capital Management
Verde Capital Management grew its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 19.2% during the 1st quarter, HoldingsChannel.com reports. The firm owned 43,621 shares of the specialty... More of this article »
LMG Wealth Partners LLC Acquires 22,230 Shares of HP Inc. $HPQ
LMG Wealth Partners LLC increased its stake in HP Inc. (NYSE:HPQ – Free Report) by 54.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Harbour Wealth Management Group Inc. Has $571,000 Holdings in Advanced Micro Devices, Inc. $AMD
Harbour Wealth Management Group Inc. trimmed its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 36.9% in the 1st quarter, Holdings Channel reports. The fund owned 2,807 shares of the semiconductor manufacturer’s... More of this article »
SG Americas Securities LLC Raises Stock Holdings in Edwards Lifesciences Corporation $EW
SG Americas Securities LLC raised its stake in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 65.2% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 980,609 shares... More of this article »