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World Investment Advisors Purchases Shares of 32,693 QXO, Inc. $QXO
World Investment Advisors purchased a new stake in shares of QXO, Inc. (NYSE:QXO – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Legal Advantage Investments Inc. Makes New $493,000 Investment in Astera Labs, Inc. $ALAB
Legal Advantage Investments Inc. purchased a new stake in Astera Labs, Inc. (NASDAQ:ALAB – Free Report) during the first quarter, HoldingsChannel.com reports. The firm purchased 4,500 shares of the company’s stock, valued... More of this article »
Riverchase Wealth Management LLC Has $22.87 Million Stock Position in Dimensional US Core Equity 1 ETF $DCOR
Riverchase Wealth Management LLC grew its holdings in Dimensional US Core Equity 1 ETF (NYSEARCA:DCOR – Free Report) by 8.1% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
VanEck Semiconductor ETF (NASDAQ:SMH) Reaches New 1-Year High – Still a Buy?
VanEck Semiconductor ETF (NASDAQ:SMH – Get Free Report) shares hit a new 52-week high during mid-day trading on Monday . The stock traded as high as $669.75 and last traded at $669.75, with a volume of 158234 shares trading hands.... More of this article »
Plains GP Holdings, L.P. $PAGP Stock Holdings Lifted by Miller Howard Investments Inc. NY
Miller Howard Investments Inc. NY grew its stake in shares of Plains GP Holdings, L.P. (NYSE:PAGP – Free Report) by 25.8% in the first quarter, Holdings Channel.com reports. The fund owned 1,421,518 shares of the pipeline company’s... More of this article »
Miller Howard Investments Inc. NY Acquires Shares of 141,082 Snap-On Incorporated $SNA
Miller Howard Investments Inc. NY acquired a new stake in Snap-On Incorporated (NYSE:SNA – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Hixon Zuercher LLC Acquires 42,153 Shares of Gen Digital Inc. $GEN
Hixon Zuercher LLC increased its holdings in shares of Gen Digital Inc. (NASDAQ:GEN – Free Report) by 49.6% in the 1st quarter, Holdings Channel.com reports. The firm owned 127,093 shares of the company’s stock after acquiring... More of this article »
Miller Howard Investments Inc. NY Grows Holdings in Exelon Corporation $EXC
Miller Howard Investments Inc. NY boosted its stake in shares of Exelon Corporation (NASDAQ:EXC – Free Report) by 16.8% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,685,069 shares... More of this article »
BNY Mellon US Mid Cap Core Equity ETF $BKMC Holdings Reduced by RPOA Advisors Inc.
RPOA Advisors Inc. trimmed its holdings in BNY Mellon US Mid Cap Core Equity ETF (NYSEARCA:BKMC – Free Report) by 57.9% in the 1st quarter, HoldingsChannel reports. The firm owned 1,785,118 shares of the company’s stock... More of this article »
Guyasuta Investment Advisors Inc. Acquires New Position in iShares Ultra Short-Term Bond Active ETF $ICSH
Guyasuta Investment Advisors Inc. acquired a new stake in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Riverbridge Partners LLC Trims Position in Doximity, Inc. $DOCS
Riverbridge Partners LLC reduced its stake in shares of Doximity, Inc. (NYSE:DOCS – Free Report) by 7.3% during the first quarter, Holdings Channel reports. The firm owned 489,742 shares of the company’s stock after selling... More of this article »
Guyasuta Investment Advisors Inc. Has $36.12 Million Holdings in ASML Holding N.V. $ASML
Guyasuta Investment Advisors Inc. lessened its holdings in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 1.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Lexington Hill Partners LLC Acquires 4,159 Shares of NVIDIA Corporation $NVDA
Lexington Hill Partners LLC increased its holdings in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 148.5% in the first quarter, HoldingsChannel.com reports. The fund owned 6,959 shares of the computer hardware maker’s... More of this article »
Hanson & Doremus Investment Management Invests $227,000 in Flex Ltd. $FLEX
Hanson & Doremus Investment Management purchased a new stake in Flex Ltd. (NASDAQ:FLEX – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Rep. Mike Kelly Sells Shares of Bristol Myers Squibb Company (NYSE:BMY)
Representative Mike Kelly (Republican-Pennsylvania) recently sold shares of Bristol Myers Squibb Company (NYSE:BMY). In a filing disclosed on June 11th, the Representative disclosed that they had sold between $15,001 and $50,000 in... More of this article »
Prentice Wealth Management LLC Purchases 46,515 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Prentice Wealth Management LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 7.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned 651,758 shares of... More of this article »
JPMorgan Core Plus Bond ETF $JCPB Shares Bought by Riverchase Wealth Management LLC
Riverchase Wealth Management LLC raised its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 7.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Leeward Investments LLC MA Buys Shares of 809,473 Simmons First National Corporation $SFNC
Leeward Investments LLC MA bought a new position in Simmons First National Corporation (NASDAQ:SFNC – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 809,473... More of this article »
Leeward Investments LLC MA Trims Holdings in FB Financial Corporation $FBK
Leeward Investments LLC MA trimmed its holdings in FB Financial Corporation (NYSE:FBK – Free Report) by 2.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Kercheville Advisors LLC Lowers Position in Uranium Energy Corp. $UEC
Kercheville Advisors LLC cut its stake in shares of Uranium Energy Corp. (NYSEAMERICAN:UEC – Free Report) by 49.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
PTC Inc. $PTC Shares Purchased by Leeward Investments LLC MA
Leeward Investments LLC MA boosted its stake in shares of PTC Inc. (NASDAQ:PTC – Free Report) by 8.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Vermillion Wealth Management Inc. Sells 27,943 Shares of Dimensional Core Fixed Income ETF $DFCF
Vermillion Wealth Management Inc. lessened its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 5.4% in the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Presilium Private Wealth LLC Has $52.64 Million Stock Holdings in Vanguard FTSE Europe ETF $VGK
Presilium Private Wealth LLC boosted its stake in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 6.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Leeward Investments LLC MA Sells 17,340 Shares of First Interstate BancSystem, Inc. $FIBK
Leeward Investments LLC MA lowered its stake in shares of First Interstate BancSystem, Inc. (NASDAQ:FIBK – Free Report) by 2.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Nottingham Advisors Inc. Has $6.53 Million Holdings in Global X MLP & Energy Infrastructure ETF $MLPX
Nottingham Advisors Inc. grew its position in shares of Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX – Free Report) by 51.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Riverbridge Partners LLC Reduces Stock Holdings in Floor & Decor Holdings, Inc. $FND
Riverbridge Partners LLC lowered its stake in Floor & Decor Holdings, Inc. (NYSE:FND – Free Report) by 5.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Riverbridge Partners LLC Has $8.35 Million Stock Holdings in Goosehead Insurance $GSHD
Riverbridge Partners LLC decreased its holdings in shares of Goosehead Insurance (NASDAQ:GSHD – Free Report) by 6.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Riverbridge Partners LLC Has $18.22 Million Holdings in Agilysys, Inc. $AGYS
Riverbridge Partners LLC trimmed its position in Agilysys, Inc. (NASDAQ:AGYS – Free Report) by 22.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Alarm.com Holdings, Inc. $ALRM Shares Sold by Riverbridge Partners LLC
Riverbridge Partners LLC lowered its position in Alarm.com Holdings, Inc. (NASDAQ:ALRM – Free Report) by 18.0% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 592,854... More of this article »
Freshpet, Inc. $FRPT Stock Holdings Decreased by Riverbridge Partners LLC
Riverbridge Partners LLC lowered its position in shares of Freshpet, Inc. (NASDAQ:FRPT – Free Report) by 8.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Blackstone Inc. $BX Stock Holdings Lifted by SG Americas Securities LLC
SG Americas Securities LLC lifted its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 81.4% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Alphabet Inc. $GOOG is Smith Salley Wealth Management’s 4th Largest Position
Smith Salley Wealth Management lifted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.9% in the first quarter, HoldingsChannel reports. The firm owned 278,314 shares of the information services provider’s... More of this article »
Analyzing Pearl Diver Credit (NYSE:PDCC) & Coinbase Global (NASDAQ:COIN)
Pearl Diver Credit (NYSE:PDCC – Get Free Report) and Coinbase Global (NASDAQ:COIN – Get Free Report) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength... More of this article »
Keudell Morrison Wealth Management Buys New Stake in SPDR S&P Emerging Markets Dividend ETF $EDIV
Keudell Morrison Wealth Management purchased a new position in shares of SPDR S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV – Free Report) during the first quarter, Holdings Channel.com reports. The fund purchased 211,199... More of this article »
Keudell Morrison Wealth Management Has $484,000 Position in Amcor PLC $AMCR
Keudell Morrison Wealth Management lessened its holdings in shares of Amcor PLC (NYSE:AMCR – Free Report) by 73.5% in the first quarter, HoldingsChannel.com reports. The firm owned 12,181 shares of the company’s stock... More of this article »
426,525 Shares in SM Energy Company $SM Purchased by Leeward Investments LLC MA
Leeward Investments LLC MA bought a new position in SM Energy Company (NYSE:SM – Free Report) in the first quarter, HoldingsChannel reports. The fund bought 426,525 shares of the energy company’s stock, valued at approximately... More of this article »
Riverbridge Partners LLC Sells 3,372 Shares of Chemed Corporation $CHE
Riverbridge Partners LLC trimmed its position in Chemed Corporation (NYSE:CHE – Free Report) by 6.2% during the 1st quarter, Holdings Channel reports. The institutional investor owned 50,747 shares of the company’s stock... More of this article »
TC Energy Corporation $TRP Stake Boosted by Miller Howard Investments Inc. NY
Miller Howard Investments Inc. NY increased its stake in shares of TC Energy Corporation (NYSE:TRP – Free Report) (TSE:TRP) by 14.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »