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Fifth Third Wealth Advisors LLC Purchases 13,339 Shares of iShares International Select Dividend ETF $IDV
Fifth Third Wealth Advisors LLC lifted its holdings in iShares International Select Dividend ETF (BATS:IDV – Free Report) by 31.9% in the first quarter, HoldingsChannel reports. The firm owned 55,120 shares of the company’s... More of this article »
Schwab International Equity ETF $SCHF Holdings Lifted by Pacific Sage Partners LLC
Pacific Sage Partners LLC raised its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 2.1% in the first quarter, HoldingsChannel reports. The firm owned 1,673,285 shares of the company’s... More of this article »
Fiduciary Alliance LLC Lowers Stake in iShares Silver Trust $SLV
Fiduciary Alliance LLC lessened its stake in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 24.5% during the 1st quarter, Holdings Channel reports. The fund owned 39,697 shares of the exchange traded fund’s... More of this article »
Ritholtz Wealth Management Acquires 38,408 Shares of Devon Energy Corporation $DVN
Ritholtz Wealth Management lifted its holdings in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 57.5% in the first quarter, HoldingsChannel reports. The institutional investor owned 105,230 shares of the energy... More of this article »
Sunstone Hotel Investors, Inc. (NYSE:SHO) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
Sunstone Hotel Investors, Inc. (NYSE:SHO – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the eight ratings firms that are presently covering the firm, MarketBeat.com reports.... More of this article »
Reviewing UniTek Global Services (OTCMKTS:UNTKQ) and Core AI (NASDAQ:CHAI)
Core AI (NASDAQ:CHAI – Get Free Report) and UniTek Global Services (OTCMKTS:UNTKQ – Get Free Report) are both communication services companies, but which is the better business? We will compare the two companies based on... More of this article »
Analyzing Nova (NASDAQ:NVMI) and NVE (NASDAQ:NVEC)
Nova (NASDAQ:NVMI – Get Free Report) and NVE (NASDAQ:NVEC – Get Free Report) are both computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their... More of this article »
Waterway Wealth Management LLC Purchases 27,331 Shares of Fidelity Enhanced Mid Cap ETF $FMDE
Waterway Wealth Management LLC lifted its position in Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 7.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
PIMCO Multi Sector Bond Active ETF $PYLD Shares Purchased by Waterway Wealth Management LLC
Waterway Wealth Management LLC raised its holdings in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 11.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Xcel Wealth Management LLC Lowers Stake in The Walt Disney Company $DIS
Xcel Wealth Management LLC cut its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 30.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Automatic Data Processing, Inc. $ADP Shares Sold by Unique Wealth LLC
Unique Wealth LLC lessened its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 55.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Unique Wealth LLC Sells 20,943 Shares of iShares U.S. Technology ETF $IYW
Unique Wealth LLC trimmed its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 73.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
JPMorgan Active Value ETF $JAVA is Unique Wealth LLC’s 4th Largest Position
Unique Wealth LLC increased its stake in JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 40.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Waterway Wealth Management LLC Purchases 1,043 Shares of The Goldman Sachs Group, Inc. $GS
Waterway Wealth Management LLC increased its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 102.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Independent Wealth Network Inc. Buys 6,052 Shares of First Trust Capital Strength ETF $FTCS
Independent Wealth Network Inc. increased its stake in First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 82.3% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Independent Wealth Network Inc. Makes New Investment in Vanguard Russell 1000 ETF $VONE
Independent Wealth Network Inc. bought a new position in Vanguard Russell 1000 ETF (NASDAQ:VONE – Free Report) in the 1st quarter, Holdings Channel.com reports. The firm bought 1,963 shares of the company’s stock, valued... More of this article »
LifeWealth Investments LLC Increases Position in Innovator Laddered Allocation Power Buffer ETF $BUFF
LifeWealth Investments LLC grew its position in Innovator Laddered Allocation Power Buffer ETF (BATS:BUFF – Free Report) by 26.2% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Falcon Wealth Planning Sells 118,403 Shares of Vanguard Mid-Cap Value ETF $VOE
Falcon Wealth Planning lowered its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 75.4% during the first quarter, HoldingsChannel.com reports. The firm owned 38,542 shares of the company’s stock after... More of this article »
DICK’S Sporting Goods, Inc. $DKS Stake Lessened by Foster & Motley Inc.
Foster & Motley Inc. lessened its stake in shares of DICK’S Sporting Goods, Inc. (NYSE:DKS – Free Report) by 13.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
HC Wainwright Has Bearish Forecast for IONS Q3 Earnings
Ionis Pharmaceuticals, Inc. (NASDAQ:IONS – Free Report) – Equities research analysts at HC Wainwright dropped their Q3 2027 earnings per share (EPS) estimates for shares of Ionis Pharmaceuticals in a research note issued... More of this article »
Dimensional US Core Equity Market ETF $DFAU Shares Sold by RFG Advisory LLC
RFG Advisory LLC cut its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 7.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
RFG Advisory LLC Grows Position in Schwab U.S. Large-Cap Value ETF $SCHV
RFG Advisory LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 87.6% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 100,373 shares of... More of this article »
Generali Investments Towarzystwo Funduszy Inwestycyjnych Lowers Holdings in onsemi $ON
Generali Investments Towarzystwo Funduszy Inwestycyjnych lowered its stake in shares of onsemi (NASDAQ:ON – Free Report) by 14.9% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 40,100... More of this article »
J2 Capital Management Inc Makes New Investment in Vertiv Holdings Co. $VRT
J2 Capital Management Inc purchased a new stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund purchased 2,588 shares of the company’s stock, valued at approximately... More of this article »
Generali Investments Towarzystwo Funduszy Inwestycyjnych Takes Position in Atlassian Corporation PLC $TEAM
Generali Investments Towarzystwo Funduszy Inwestycyjnych purchased a new stake in Atlassian Corporation PLC (NASDAQ:TEAM – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The... More of this article »
8,672 Shares in Robinhood Markets, Inc. $HOOD Purchased by Trust Asset Management LLC
Trust Asset Management LLC bought a new position in shares of Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The firm bought 8,672 shares... More of this article »
Powerlaw (NASDAQ:PWRL) CEO Acquires $49,585.26 in Stock
Powerlaw Corp (NASDAQ:PWRL – Get Free Report) CEO Mike John Dinsdale bought 2,941 shares of the business’s stock in a transaction dated Thursday, June 18th. The shares were bought at an average cost of $16.86 per share,... More of this article »
Vanguard Growth ETF $VUG is Cora Capital Advisors LLC’s 4th Largest Position
Cora Capital Advisors LLC boosted its stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 45.8% during the first quarter, Holdings Channel.com reports. The firm owned 57,102 shares of the company’s stock... More of this article »
OP Asset Management Ltd Invests $6.41 Million in NIKE, Inc. $NKE
OP Asset Management Ltd purchased a new stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) during the first quarter, HoldingsChannel.com reports. The institutional investor purchased 121,260 shares of the footwear maker’s... More of this article »
OP Asset Management Ltd Invests $7.45 Million in The Allstate Corporation $ALL
OP Asset Management Ltd bought a new position in shares of The Allstate Corporation (NYSE:ALL – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
OP Asset Management Ltd Invests $9.56 Million in Ciena Corporation $CIEN
OP Asset Management Ltd bought a new position in shares of Ciena Corporation (NYSE:CIEN – Free Report) in the first quarter, HoldingsChannel reports. The firm bought 24,637 shares of the communications equipment provider’s... More of this article »
OP Asset Management Ltd Makes New Investment in Tesla, Inc. $TSLA
OP Asset Management Ltd bought a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Drum Hill Capital LLC Buys 6,903 Shares of VanEck Gold Miners ETF $GDX
Drum Hill Capital LLC raised its stake in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 11.9% in the 1st quarter, HoldingsChannel.com reports. The fund owned 64,748 shares of the exchange traded fund’s stock after... More of this article »
JPMorgan Chase & Co. $JPM Position Decreased by Sara Bay Financial
Sara Bay Financial reduced its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »
OP Asset Management Ltd Makes New $8.07 Million Investment in FedEx Corporation $FDX
OP Asset Management Ltd bought a new stake in FedEx Corporation (NYSE:FDX – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 22,665... More of this article »
365,119 Shares in Warner Bros. Discovery, Inc. $WBD Bought by OP Asset Management Ltd
OP Asset Management Ltd acquired a new stake in Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) during the 1st quarter, Holdings Channel reports. The fund acquired 365,119 shares of the company’s stock, valued... More of this article »
Krilogy Financial LLC Grows Stock Position in ExxonMobil Corporation $XOM
Krilogy Financial LLC increased its stake in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 19.4% in the 1st quarter, Holdings Channel.com reports. The firm owned 42,754 shares of the oil and gas company’s... More of this article »
Navios Maritime Partners (NYSE:NMM) Insider Angeliki Frangou Buys 1,159 Shares of Stock
Navios Maritime Partners LP (NYSE:NMM – Get Free Report) insider Angeliki Frangou acquired 1,159 shares of Navios Maritime Partners stock in a transaction dated Tuesday, June 23rd. The shares were acquired at an average price... More of this article »