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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 »
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 »
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 »
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 »
SPDR Portfolio Emerging Markets ETF $SPEM Shares Sold by Rainier Family Wealth Inc.
Rainier Family Wealth Inc. reduced its position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 69.3% in the 1st quarter, Holdings Channel reports. The fund owned 16,003 shares of the company’s... More of this article »
9,230 Shares in iShares U.S. Financials ETF $IYF Bought by Matthew Goff Investment Advisor LLC
Matthew Goff Investment Advisor LLC acquired a new stake in iShares U.S. Financials ETF (NYSEARCA:IYF – Free Report) in the first quarter, Holdings Channel reports. The institutional investor acquired 9,230 shares of the company’s... More of this article »
Fidelity High Dividend ETF $FDVV Shares Sold by IFC & Insurance Marketing Inc.
IFC & Insurance Marketing Inc. trimmed its position in Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 79.8% in the 1st quarter, HoldingsChannel reports. The firm owned 22,160 shares of the company’s stock... More of this article »
SG Americas Securities LLC Boosts Stake in BorgWarner Inc. $BWA
SG Americas Securities LLC grew its position in shares of BorgWarner Inc. (NYSE:BWA – Free Report) by 831.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
NextEra Energy, Inc. $NEE Shares Purchased by Clear Trail Advisors LLC
Clear Trail Advisors LLC boosted its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 19.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Clear Trail Advisors LLC Acquires New Holdings in The PNC Financial Services Group, Inc $PNC
Clear Trail Advisors LLC bought a new stake in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Vaughan Nelson Investment Management L.P. Takes $24.77 Million Position in HudBay Minerals Inc $HBM
Vaughan Nelson Investment Management L.P. acquired a new stake in HudBay Minerals Inc (NYSE:HBM – Free Report) (TSE:HBM) during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Invitation Home $INVH Shares Acquired by SG Americas Securities LLC
SG Americas Securities LLC lifted its holdings in shares of Invitation Home (NYSE:INVH – Free Report) by 127.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Smith Salley Wealth Management Has $34.97 Million Holdings in AbbVie Inc. $ABBV
Smith Salley Wealth Management boosted its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 2.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
SG Americas Securities LLC Reduces Position in The Home Depot, Inc. $HD
SG Americas Securities LLC decreased its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 51.5% during the 1st quarter, HoldingsChannel reports. The fund owned 336,561 shares of the home improvement retailer’s... More of this article »
SG Americas Securities LLC Increases Holdings in Expand Energy Corporation $EXE
SG Americas Securities LLC grew its position in shares of Expand Energy Corporation (NASDAQ:EXE – Free Report) by 228.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
SG Americas Securities LLC Has $69.74 Million Stake in NIKE, Inc. $NKE
SG Americas Securities LLC lifted its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 14.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
PKO Investment Management Joint Stock Co Sells 4,491 Shares of Wheaton Precious Metals Corp. $WPM
PKO Investment Management Joint Stock Co trimmed its holdings in Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) by 3.3% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 133,400 shares... More of this article »
Boston Scientific Corporation $BSX Shares Acquired by SG Americas Securities LLC
SG Americas Securities LLC lifted its stake in Boston Scientific Corporation (NYSE:BSX – Free Report) by 140.9% during the first quarter, Holdings Channel reports. The institutional investor owned 931,155 shares of the medical... More of this article »
Brokerages Set Ally Financial Inc. (NYSE:ALLY) Target Price at $54.14
Shares of Ally Financial Inc. (NYSE:ALLY – Get Free Report) have been given a consensus rating of “Moderate Buy” by the sixteen brokerages that are currently covering the stock, MarketBeat Ratings reports. Two research... More of this article »
Infleqtion (INFQ) versus Its Peers Head-To-Head Comparison
Infleqtion (NYSE:INFQ – Get Free Report) is one of 330 publicly-traded companies in the “Investment Offices” industry, but how does it compare to its competitors? We will compare Infleqtion to related companies based... More of this article »
PKO Investment Management Joint Stock Co Trims Stock Holdings in Texas Instruments Incorporated $TXN
PKO Investment Management Joint Stock Co lowered its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 34.8% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Freeport-McMoRan Inc. $FCX Shares Purchased by PKO Investment Management Joint Stock Co
PKO Investment Management Joint Stock Co grew its stake in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 21.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Brokerages Set DuPont de Nemours, Inc. (NYSE:DD) PT at $55.07
DuPont de Nemours, Inc. (NYSE:DD – Get Free Report) has earned a consensus rating of “Moderate Buy” from the seventeen research firms that are covering the firm, MarketBeat.com reports. One equities research analyst... More of this article »
PKO Investment Management Joint Stock Co Sells 65,066 Shares of Mondelez International, Inc. $MDLZ
PKO Investment Management Joint Stock Co cut its position in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 64.4% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 36,000 shares... More of this article »
Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) Receives Average Recommendation of “Moderate Buy” from Brokerages
Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI – Get Free Report) has earned a consensus rating of “Moderate Buy” from the seventeen analysts that are presently covering the stock, MarketBeat Ratings reports.... More of this article »
Alcoa (NYSE:AA) Receives Average Recommendation of “Hold” from Brokerages
Alcoa (NYSE:AA – Get Free Report) has been given a consensus rating of “Hold” by the eleven research firms that are covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with... More of this article »
PKO Investment Management Joint Stock Co Has $2.76 Million Position in Suncor Energy Inc. $SU
PKO Investment Management Joint Stock Co grew its holdings in Suncor Energy Inc. (NYSE:SU – Free Report) (TSE:SU) by 28.6% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Terrestrial Energy (NASDAQ:IMSR) vs. Endesa (OTCMKTS:ELEZF) Critical Review
Terrestrial Energy (NASDAQ:IMSR – Get Free Report) and Endesa (OTCMKTS:ELEZF – Get Free Report) are both utilities companies, but which is the superior stock? We will compare the two companies based on the strength of their... More of this article »