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Microsoft Corporation $MSFT Shares Sold by Secured Retirement Advisors LLC
Secured Retirement Advisors LLC trimmed its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 21.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
99,829 Shares in Dimensional International Small Cap Value ETF $DISV Bought by Navigate Wealth Management LLC
Navigate Wealth Management LLC purchased a new position in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
Wabtec $WAB Shares Purchased by Kestra Advisory Services LLC
Kestra Advisory Services LLC increased its holdings in Wabtec (NYSE:WAB – Free Report) by 8.8% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 43,439 shares of the transportation company’s... More of this article »
Money Concepts Capital Corp Has $570,000 Stake in iShares MSCI USA Momentum Factor ETF $MTUM
Money Concepts Capital Corp lowered its position in shares of iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 83.8% during the first quarter, according to its most recent disclosure with the Securities and... More of this article »
Navigate Wealth Management LLC Buys New Stake in Dimensional U.S. Targeted Value ETF $DFAT
Navigate Wealth Management LLC purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) during the first quarter, according to its most recent filing with the SEC. The fund purchased 32,069... More of this article »
Navigate Wealth Management LLC Takes $621,000 Position in Dimensional International Core Equity Market ETF $DFAI
Navigate Wealth Management LLC bought a new position in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) during the first quarter, according to the company in its most recent filing with the SEC.... More of this article »
14,698 Shares in Dimensional World ex U.S. Core Equity 2 ETF $DFAX Bought by Navigate Wealth Management LLC
Navigate Wealth Management LLC bought a new stake in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Merck & Co., Inc. $MRK Stock Holdings Boosted by Procyon Advisors LLC
Procyon Advisors LLC boosted its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 33.4% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Persium Advisors LLC Purchases Shares of 4,047 Marsh & McLennan Companies, Inc. $MRSH
Persium Advisors LLC purchased a new position in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 4,047... More of this article »
Vanguard Russell 1000 Growth ETF $VONG Shares Bought by Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC increased its holdings in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 7.0% in the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Navigate Wealth Management LLC Makes New Investment in Vanguard Tax-Exempt Bond ETF $VTEB
Navigate Wealth Management LLC bought a new stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
First Trust SMID Cap Rising Dividend Achievers ETF $SDVY Position Boosted by Procyon Advisors LLC
Procyon Advisors LLC boosted its holdings in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 17.9% during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Capital Group Dividend Value ETF $CGDV Holdings Raised by Procyon Advisors LLC
Procyon Advisors LLC boosted its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 18.8% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 965,686 shares... More of this article »
Schwab U.S. Large-Cap Value ETF $SCHV is Persium Advisors LLC’s 2nd Largest Position
Persium Advisors LLC lessened its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Fidelity Enhanced Small Cap ETF $FESM Shares Acquired by Valmark Advisers Inc.
Valmark Advisers Inc. increased its stake in shares of Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM – Free Report) by 91.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Navigate Wealth Management LLC Invests $17.56 Million in iShares 0-3 Month Treasury Bond ETF $SGOV
Navigate Wealth Management LLC acquired a new stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
LGT Fund Management Co Ltd. Invests $2.37 Million in Millicom International Cellular SA $TIGO
LGT Fund Management Co Ltd. bought a new position in shares of Millicom International Cellular SA (NASDAQ:TIGO – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
LGT Fund Management Co Ltd. Acquires 291,594 Shares of Immix Biopharma, Inc. $IMMX
LGT Fund Management Co Ltd. increased its stake in Immix Biopharma, Inc. (NASDAQ:IMMX – Free Report) by 233.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
The Clorox Company (NYSE:CLX) Receives $103.40 Average Price Target from Analysts
Shares of The Clorox Company (NYSE:CLX – Get Free Report) have earned a consensus rating of “Reduce” from the seventeen research firms that are covering the firm, MarketBeat reports. Five analysts have rated the... More of this article »
Valmark Advisers Inc. Has $5.37 Million Stock Holdings in Capital Group Core Balanced ETF $CGBL
Valmark Advisers Inc. grew its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 31.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Fidelity National Information Services, Inc. (NYSE:FIS) Given Average Rating of “Hold” by Brokerages
Fidelity National Information Services, Inc. (NYSE:FIS – Get Free Report) has been given an average recommendation of “Hold” by the twenty-four brokerages that are covering the company, MarketBeat Ratings reports.... More of this article »
Kornitzer Capital Management Inc. KS Purchases 23,337 Shares of NIKE, Inc. $NKE
Kornitzer Capital Management Inc. KS lifted its position in NIKE, Inc. (NYSE:NKE – Free Report) by 101.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Valmark Advisers Inc. Acquires 23,772 Shares of iShares MSCI Intl Quality Factor ETF $IQLT
Valmark Advisers Inc. raised its holdings in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 43.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Kornitzer Capital Management Inc. KS Has $1.68 Million Position in Intel Corporation $INTC
Kornitzer Capital Management Inc. KS lessened its holdings in Intel Corporation (NASDAQ:INTC – Free Report) by 35.8% in the first quarter, Holdings Channel reports. The institutional investor owned 38,101 shares of the chip... More of this article »
Kestra Advisory Services LLC Purchases 73,627 Shares of Innovator U.S. Equity Power Buffer ETF – March $PMAR
Kestra Advisory Services LLC raised its position in shares of Innovator U.S. Equity Power Buffer ETF – March (BATS:PMAR – Free Report) by 40.5% in the 1st quarter, according to the company in its most recent disclosure... More of this article »
Valmark Advisers Inc. Boosts Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Valmark Advisers Inc. raised its position in shares of JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 523.8% during the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
First Resources Limited (OTCMKTS:FTROF) Sees Large Increase in Short Interest
First Resources Limited (OTCMKTS:FTROF – Get Free Report) was the recipient of a large increase in short interest in the month of June. As of June 30th, there was short interest totaling 870,191 shares, an increase of 232.6%... More of this article »
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (NYSEARCA:XTRE) Short Interest Up 234.6% in June
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (NYSEARCA:XTRE – Get Free Report) saw a significant growth in short interest in June. As of June 30th, there was short interest totaling 32,448 shares, a growth... More of this article »
Community Investors Bancorp Inc. (OTCMKTS:CIBN) Short Interest Update
Community Investors Bancorp Inc. (OTCMKTS:CIBN – Get Free Report) saw a large increase in short interest in the month of June. As of June 30th, there was short interest totaling 276 shares, an increase of 236.6% from the June... More of this article »
Cellectar Biosciences, Inc. (NASDAQ:CLRB) Short Interest Up 238.8% in June
Cellectar Biosciences, Inc. (NASDAQ:CLRB – Get Free Report) was the target of a large growth in short interest during the month of June. As of June 30th, there was short interest totaling 194,336 shares, a growth of 238.8% from... More of this article »
iShares Core Dividend Growth ETF $DGRO is Gratus Wealth Advisors LLC’s Largest Position
Gratus Wealth Advisors LLC decreased its position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 2.9% in the first quarter, HoldingsChannel reports. The firm owned 1,218,011 shares of the company’s... More of this article »
Ferguson Wellman Capital Management Inc. Lowers Holdings in Qualcomm Incorporated $QCOM
Ferguson Wellman Capital Management Inc. lowered its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 63.9% in the 1st quarter, HoldingsChannel.com reports. The firm owned 6,503 shares of the wireless... More of this article »
Chicago Partners Investment Group LLC Has $8.17 Million Stock Position in McDonald’s Corporation $MCD
Chicago Partners Investment Group LLC raised its holdings in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 7.8% in the 1st quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Sovran Advisors LLC Boosts Stake in iShares U.S. Utilities ETF $IDU
Sovran Advisors LLC lifted its position in iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) by 134.5% in the first quarter, Holdings Channel reports. The firm owned 19,752 shares of the company’s stock after acquiring... More of this article »
Vanguard Total Bond Market ETF $BND Shares Sold by FPC Investment Advisory Inc.
FPC Investment Advisory Inc. trimmed its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 6.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 104,109 shares of the company’s... More of this article »
Schwab Short-Term U.S. Treasury ETF $SCHO Shares Purchased by Valmark Advisers Inc.
Valmark Advisers Inc. increased its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 25.4% during the 1st quarter, Holdings Channel reports. The fund owned 104,040 shares of the company’s... More of this article »
LGT Fund Management Co Ltd. Purchases Shares of 18,297 The Estee Lauder Companies Inc. $EL
LGT Fund Management Co Ltd. purchased a new position in The Estee Lauder Companies Inc. (NYSE:EL – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Equifax, Inc. $EFX Shares Sold by LGT Fund Management Co Ltd.
LGT Fund Management Co Ltd. trimmed its stake in Equifax, Inc. (NYSE:EFX – Free Report) by 67.1% during the first quarter, HoldingsChannel reports. The institutional investor owned 5,900 shares of the credit services provider’s... More of this article »