Home » Investing

Image for Invesco S&P 500 Revenue ETF $RWL Shares Acquired by Private Advisor Group LLC

Invesco S&P 500 Revenue ETF $RWL Shares Acquired by Private Advisor Group LLC

Private Advisor Group LLC grew its position in Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) by 15.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Quanta Services, Inc. $PWR Shares Sold by Sierra Summit Advisors LLC

Quanta Services, Inc. $PWR Shares Sold by Sierra Summit Advisors LLC

Sierra Summit Advisors LLC trimmed its holdings in Quanta Services, Inc. (NYSE:PWR – Free Report) by 31.5% in the 1st quarter, HoldingsChannel reports. The fund owned 19,170 shares of the construction company’s stock after... More of this article »
Image for 55,288 Shares in SM Energy Company $SM Bought by Sierra Summit Advisors LLC

55,288 Shares in SM Energy Company $SM Bought by Sierra Summit Advisors LLC

Sierra Summit Advisors LLC purchased a new stake in SM Energy Company (NYSE:SM – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased... More of this article »
Image for SPDR Portfolio Emerging Markets ETF $SPEM Shares Acquired by Private Advisor Group LLC

SPDR Portfolio Emerging Markets ETF $SPEM Shares Acquired by Private Advisor Group LLC

Private Advisor Group LLC grew its position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 8.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 1,119,846 shares of the company’s... More of this article »
Image for Private Advisor Group LLC Acquires 42,438 Shares of Capital Group International Focus Equity ETF $CGXU

Private Advisor Group LLC Acquires 42,438 Shares of Capital Group International Focus Equity ETF $CGXU

Private Advisor Group LLC increased its holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 2.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Sierra Summit Advisors LLC Buys Shares of 25,171 United Fire Group, Inc $UFCS

Sierra Summit Advisors LLC Buys Shares of 25,171 United Fire Group, Inc $UFCS

Sierra Summit Advisors LLC bought a new stake in shares of United Fire Group, Inc (NASDAQ:UFCS – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 25,171 shares... More of this article »
Image for First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Shares Bought by Private Advisor Group LLC

First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Shares Bought by Private Advisor Group LLC

Private Advisor Group LLC grew its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 6.1% during the first quarter, HoldingsChannel reports. The firm owned 1,444,960 shares... More of this article »
Image for Cytokinetics (NASDAQ:CYTK) EVP Andrew Callos Sells 15,000 Shares of Stock

Cytokinetics (NASDAQ:CYTK) EVP Andrew Callos Sells 15,000 Shares of Stock

Cytokinetics, Incorporated (NASDAQ:CYTK – Get Free Report) EVP Andrew Callos sold 15,000 shares of the firm’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $85.80, for a total... More of this article »
Image for Carvana (NYSE:CVNA) CFO Mark Jenkins Sells 63,750 Shares of Stock

Carvana (NYSE:CVNA) CFO Mark Jenkins Sells 63,750 Shares of Stock

Carvana Co. (NYSE:CVNA – Get Free Report) CFO Mark Jenkins sold 63,750 shares of the company’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $68.34, for a total transaction... More of this article »
Image for Keybank National Association OH Decreases Stock Holdings in Cameco Corporation $CCJ

Keybank National Association OH Decreases Stock Holdings in Cameco Corporation $CCJ

Keybank National Association OH lowered its stake in shares of Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) by 9.5% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 4,446,645... More of this article »
Image for Keybank National Association OH Has $65.43 Million Stock Position in Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Keybank National Association OH Has $65.43 Million Stock Position in Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Keybank National Association OH increased its position in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 2.1% in the 1st quarter, according to the company in its most recent filing with... More of this article »
Image for The PNC Financial Services Group, Inc $PNC Holdings Decreased by Smithbridge Asset Management Inc. DE

The PNC Financial Services Group, Inc $PNC Holdings Decreased by Smithbridge Asset Management Inc. DE

Smithbridge Asset Management Inc. DE trimmed its holdings in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 53.1% during the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Magnolia Group LLC Acquires 8,731 Shares of Asbury Automotive Group, Inc. $ABG

Magnolia Group LLC Acquires 8,731 Shares of Asbury Automotive Group, Inc. $ABG

Magnolia Group LLC lifted its holdings in shares of Asbury Automotive Group, Inc. (NYSE:ABG – Free Report) by 3.1% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 288,004 shares of... More of this article »
Image for Keybank National Association OH Has $53.18 Million Stock Position in Duke Energy Corporation $DUK

Keybank National Association OH Has $53.18 Million Stock Position in Duke Energy Corporation $DUK

Keybank National Association OH increased its stake in Duke Energy Corporation (NYSE:DUK – Free Report) by 3.7% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 406,142 shares of the utilities provider’s... More of this article »
Image for James Investment Research Inc. Sells 6,934 Shares of Innospec Inc. $IOSP

James Investment Research Inc. Sells 6,934 Shares of Innospec Inc. $IOSP

James Investment Research Inc. decreased its holdings in Innospec Inc. (NASDAQ:IOSP – Free Report) by 69.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for KPP Advisory Services LLC Purchases Shares of 4,609 EOG Resources, Inc. $EOG

KPP Advisory Services LLC Purchases Shares of 4,609 EOG Resources, Inc. $EOG

KPP Advisory Services LLC acquired a new position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Smithbridge Asset Management Inc. DE Sells 1,292 Shares of Elevance Health, Inc. $ELV

Smithbridge Asset Management Inc. DE Sells 1,292 Shares of Elevance Health, Inc. $ELV

Smithbridge Asset Management Inc. DE cut its holdings in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 53.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Magnolia Group LLC Acquires New Position in NVR, Inc. $NVR

Magnolia Group LLC Acquires New Position in NVR, Inc. $NVR

Magnolia Group LLC acquired a new position in shares of NVR, Inc. (NYSE:NVR – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Strs Ohio Sells 5,863 Shares of Costco Wholesale Corporation $COST

Strs Ohio Sells 5,863 Shares of Costco Wholesale Corporation $COST

Strs Ohio lowered its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 4.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for MOR Wealth Management LLC Acquires 5,250 Shares of SPDR Portfolio S&P 500 Growth ETF $SPYG

MOR Wealth Management LLC Acquires 5,250 Shares of SPDR Portfolio S&P 500 Growth ETF $SPYG

MOR Wealth Management LLC boosted its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 237.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Invesco S&P 500 Equal Weight Health Care ETF $RSPH Shares Bought by Optas LLC

Invesco S&P 500 Equal Weight Health Care ETF $RSPH Shares Bought by Optas LLC

Optas LLC raised its stake in Invesco S&P 500 Equal Weight Health Care ETF (NYSEARCA:RSPH – Free Report) by 99.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Unum Group $UNM Position Increased by Optas LLC

Unum Group $UNM Position Increased by Optas LLC

Optas LLC boosted its holdings in Unum Group (NYSE:UNM – Free Report) by 188.7% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,503 shares of the financial services... More of this article »
Image for United Parcel Service, Inc. $UPS Shares Sold by Sound Income Strategies LLC

United Parcel Service, Inc. $UPS Shares Sold by Sound Income Strategies LLC

Sound Income Strategies LLC lessened its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 2.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Sound Income Strategies LLC Boosts Stake in Corebridge Financial, Inc. $CRBG

Sound Income Strategies LLC Boosts Stake in Corebridge Financial, Inc. $CRBG

Sound Income Strategies LLC boosted its stake in Corebridge Financial, Inc. (NYSE:CRBG – Free Report) by 55.3% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 536,046 shares of the company’s... More of this article »
Image for Leonteq Securities AG Purchases 146,977 Shares of TripAdvisor, Inc. $TRIP

Leonteq Securities AG Purchases 146,977 Shares of TripAdvisor, Inc. $TRIP

Leonteq Securities AG raised its position in TripAdvisor, Inc. (NASDAQ:TRIP – Free Report) by 153.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Sound Income Strategies LLC Boosts Position in Gaming and Leisure Properties, Inc. $GLPI

Sound Income Strategies LLC Boosts Position in Gaming and Leisure Properties, Inc. $GLPI

Sound Income Strategies LLC grew its stake in shares of Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Free Report) by 2.8% in the 1st quarter, HoldingsChannel.com reports. The fund owned 426,881 shares of the real estate... More of this article »
Image for Sound Income Strategies LLC Trims Holdings in Sound Equity Dividend Income ETF $DIVY

Sound Income Strategies LLC Trims Holdings in Sound Equity Dividend Income ETF $DIVY

Sound Income Strategies LLC trimmed its holdings in shares of Sound Equity Dividend Income ETF (NYSEARCA:DIVY – Free Report) by 6.6% in the 1st quarter, HoldingsChannel.com reports. The fund owned 790,244 shares of the company’s... More of this article »
Image for Sound Income Strategies LLC Has $40.49 Million Holdings in VanEck Emerging Markets High Yield Bond ETF $HYEM

Sound Income Strategies LLC Has $40.49 Million Holdings in VanEck Emerging Markets High Yield Bond ETF $HYEM

Sound Income Strategies LLC lessened its position in VanEck Emerging Markets High Yield Bond ETF (NYSEARCA:HYEM – Free Report) by 1.8% in the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Janney Montgomery Scott LLC Purchases 40,772 Shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF $XONE

Janney Montgomery Scott LLC Purchases 40,772 Shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF $XONE

Janney Montgomery Scott LLC increased its position in shares of BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE – Free Report) by 27.6% during the 1st quarter, according to the company in its most... More of this article »
Image for Fjarde AP Fonden Fourth Swedish National Pension Fund Has $31.05 Million Stock Holdings in Yum! Brands, Inc. $YUM

Fjarde AP Fonden Fourth Swedish National Pension Fund Has $31.05 Million Stock Holdings in Yum! Brands, Inc. $YUM

Fjarde AP Fonden Fourth Swedish National Pension Fund grew its stake in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) by 51.6% during the 1st quarter, Holdings Channel reports. The firm owned 199,730 shares of the restaurant... More of this article »
Image for Financial Plan Inc. Purchases 136,929 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Financial Plan Inc. Purchases 136,929 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Financial Plan Inc. boosted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 17.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Critical Survey: Spine Injury Solutions (OTCMKTS:SPIN) vs. X-Energy (NASDAQ:XE)

Critical Survey: Spine Injury Solutions (OTCMKTS:SPIN) vs. X-Energy (NASDAQ:XE)

X-Energy (NASDAQ:XE – Get Free Report) and Spine Injury Solutions (OTCMKTS:SPIN – Get Free Report) are both utilities companies, but which is the superior business? We will contrast the two companies based on the strength... More of this article »
Image for Janney Montgomery Scott LLC Has $9.76 Million Position in Vanguard Long-Term Corporate Bond ETF $VCLT

Janney Montgomery Scott LLC Has $9.76 Million Position in Vanguard Long-Term Corporate Bond ETF $VCLT

Janney Montgomery Scott LLC lessened its stake in shares of Vanguard Long-Term Corporate Bond ETF (NASDAQ:VCLT – Free Report) by 5.9% in the first quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Image for Janney Montgomery Scott LLC Increases Position in Vanguard Utilities ETF $VPU

Janney Montgomery Scott LLC Increases Position in Vanguard Utilities ETF $VPU

Janney Montgomery Scott LLC grew its holdings in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 9.6% during the first quarter, HoldingsChannel reports. The firm owned 51,840 shares of the company’s stock after... More of this article »
Image for Janney Montgomery Scott LLC Purchases 2,720 Shares of Kinsale Capital Group, Inc. $KNSL

Janney Montgomery Scott LLC Purchases 2,720 Shares of Kinsale Capital Group, Inc. $KNSL

Janney Montgomery Scott LLC increased its stake in shares of Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) by 9.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 30,858... More of this article »
Image for Janney Montgomery Scott LLC Boosts Stock Position in iShares iBonds Dec 2031 Term Corporate ETF $IBDW

Janney Montgomery Scott LLC Boosts Stock Position in iShares iBonds Dec 2031 Term Corporate ETF $IBDW

Janney Montgomery Scott LLC raised its stake in shares of iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW – Free Report) by 7.2% in the first quarter, according to its most recent 13F filing with the SEC. The fund... More of this article »
Image for Pictet Asset Management Holding SA Sells 9,447 Shares of Humana Inc. $HUM

Pictet Asset Management Holding SA Sells 9,447 Shares of Humana Inc. $HUM

Pictet Asset Management Holding SA trimmed its position in Humana Inc. (NYSE:HUM – Free Report) by 12.3% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 67,283 shares of the insurance provider’s... More of this article »
Image for Vanguard Long-Term Tax-Exempt Bond ETF $VTEL Shares Sold by Janney Montgomery Scott LLC

Vanguard Long-Term Tax-Exempt Bond ETF $VTEL Shares Sold by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC decreased its holdings in Vanguard Long-Term Tax-Exempt Bond ETF (BATS:VTEL – Free Report) by 4.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Meta Platforms, Inc. $META Shares Purchased by Louisbourg Investments Inc.

Meta Platforms, Inc. $META Shares Purchased by Louisbourg Investments Inc.

Louisbourg Investments Inc. grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 9.9% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 14,892 shares of the social... More of this article »
Image for Pictet Asset Management Holding SA Increases Stock Holdings in Equitable Holdings, Inc. $EQH

Pictet Asset Management Holding SA Increases Stock Holdings in Equitable Holdings, Inc. $EQH

Pictet Asset Management Holding SA raised its position in shares of Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 24.4% in the first quarter, HoldingsChannel reports. The firm owned 336,272 shares of the company’s... More of this article »