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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 »
51,000 Shares in Devon Energy Corporation $DVN Purchased by LGT Fund Management Co Ltd.
LGT Fund Management Co Ltd. bought a new stake in shares of Devon Energy Corporation (NYSE:DVN – Free Report) during the 1st quarter, Holdings Channel.com reports. The institutional investor bought 51,000 shares of the energy... More of this article »
International Assets Investment Management LLC Acquires 9,672 Shares of United Airlines Holdings Inc $UAL
International Assets Investment Management LLC lifted its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 104.7% in the first quarter, according to its most recent disclosure with the Securities... More of this article »
International Assets Investment Management LLC Sells 19,123 Shares of Cenovus Energy Inc $CVE
International Assets Investment Management LLC lessened its holdings in Cenovus Energy Inc (NYSE:CVE – Free Report) (TSE:CVE) by 29.3% in the 1st quarter, Holdings Channel reports. The firm owned 46,125 shares of the oil and... More of this article »
LGT Fund Management Co Ltd. Trims Position in CLEAR Secure, Inc. $YOU
LGT Fund Management Co Ltd. decreased its stake in shares of CLEAR Secure, Inc. (NYSE:YOU – Free Report) by 44.0% in the first quarter, HoldingsChannel reports. The institutional investor owned 77,400 shares of the company’s... More of this article »
LGT Fund Management Co Ltd. Makes New $921,000 Investment in Meritage Homes Corporation $MTH
LGT Fund Management Co Ltd. purchased a new stake in shares of Meritage Homes Corporation (NYSE:MTH – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
LGT Fund Management Co Ltd. Trims Stock Holdings in Rollins, Inc. $ROL
LGT Fund Management Co Ltd. reduced its holdings in shares of Rollins, Inc. (NYSE:ROL – Free Report) by 44.8% in the first quarter, according to its most recent filing with the SEC. The fund owned 29,000 shares of the business... More of this article »
LGT Fund Management Co Ltd. Buys 1,969 Shares of Hilton Worldwide Holdings Inc. $HLT
LGT Fund Management Co Ltd. grew its stake in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 42.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
International Assets Investment Management LLC Trims Stake in Altria Group, Inc. $MO
International Assets Investment Management LLC reduced its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 56.0% in the first quarter, Holdings Channel.com reports. The institutional investor owned 33,273 shares of the... More of this article »
Newmark Group, Inc. (NASDAQ:NMRK) Receives Consensus Rating of “Moderate Buy” from Analysts
Shares of Newmark Group, Inc. (NASDAQ:NMRK – Get Free Report) have received a consensus rating of “Moderate Buy” from the seven analysts that are currently covering the firm, MarketBeat.com reports. Two analysts... More of this article »
Midwest Trust Co Buys 13,233 Shares of Vanguard Value ETF $VTV
Midwest Trust Co boosted its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 21.8% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 73,995 shares of the company’s... More of this article »
Brindle & Bay Financial Advisors LLC Buys 6,718 Shares of Vanguard Value ETF $VTV
Brindle & Bay Financial Advisors LLC lifted its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 48.0% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Recent Investment Analysts’ Ratings Updates for MongoDB (MDB)
A number of firms have modified their ratings and price targets on shares of MongoDB (NASDAQ: MDB) recently: 7/10/2026 – MongoDB had its price target raised by Needham & Company LLC from $400.00 to $430.00. They now have... More of this article »
Vital Farms, Inc. (NASDAQ:VITL) Receives Average Rating of “Hold” from Brokerages
Shares of Vital Farms, Inc. (NASDAQ:VITL – Get Free Report) have received an average rating of “Hold” from the fifteen ratings firms that are covering the stock, MarketBeat.com reports. One investment analyst has... More of this article »
Midwest Trust Co Sells 210,996 Shares of Schwab US Dividend Equity ETF $SCHD
Midwest Trust Co trimmed its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 30.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Midwest Trust Co Has $9.22 Million Holdings in Palantir Technologies Inc. $PLTR
Midwest Trust Co grew its stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 21.5% in the first quarter, HoldingsChannel reports. The fund owned 63,010 shares of the company’s stock after acquiring an additional... More of this article »
Brokerages Set SBA Communications Corporation (NASDAQ:SBAC) PT at $236.39
Shares of SBA Communications Corporation (NASDAQ:SBAC – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the eighteen analysts that are currently covering the stock, Marketbeat reports.... More of this article »
Midwest Trust Co Grows Position in Datadog, Inc. $DDOG
Midwest Trust Co grew its position in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 5.9% during 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 »
Analysts Set ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD) Target Price at $32.59
Shares of ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the seventeen analysts that are covering the firm, MarketBeat.com reports. One research... More of this article »
Welch & Forbes LLC Buys 9,841 Shares of iShares Core S&P Mid-Cap ETF $IJH
Welch & Forbes LLC boosted its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 14.3% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Alphabet Inc. $GOOGL Stake Raised by QRG Capital Management Inc.
QRG Capital Management Inc. increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 15.7% during the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Alphabet Inc. $GOOGL Shares Sold by Nixon Peabody Trust Co.
Nixon Peabody Trust Co. trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 9.6% during the first quarter, Holdings Channel.com reports. The fund owned 99,289 shares of the information services provider’s... More of this article »
Analysts Set Ferrovial SE (NASDAQ:FER) PT at $70.47
Shares of Ferrovial SE (NASDAQ:FER – Get Free Report) have earned an average recommendation of “Hold” from the seven brokerages that are currently covering the firm, MarketBeat.com reports. Five research analysts... More of this article »
Leslie’s, Inc. (NASDAQ:LESL) Receives $2.85 Average PT from Analysts
Shares of Leslie’s, Inc. (NASDAQ:LESL – Get Free Report) have received a consensus rating of “Reduce” from the seven ratings firms that are presently covering the firm, Marketbeat.com reports. Two analysts... More of this article »
Innovator Equity Defined Protection ETF – 6 Mo Jan/Jul $JAJL Shares Sold by Money Concepts Capital Corp
Money Concepts Capital Corp reduced its position in shares of Innovator Equity Defined Protection ETF – 6 Mo Jan/Jul (BATS:JAJL – Free Report) by 80.7% in the first quarter, HoldingsChannel.com reports. The firm owned... More of this article »
Vista Energy, S.A.B. de C.V. – Sponsored ADR (NYSE:VIST) Receives Average Rating of “Moderate Buy” from Analysts
Shares of Vista Energy, S.A.B. de C.V. – Sponsored ADR (NYSE:VIST – Get Free Report) have received an average rating of “Moderate Buy” from the six brokerages that are covering the company, MarketBeat reports.... More of this article »
Simplicity Wealth LLC Buys 7,726 Shares of Dominion Energy Inc. $D
Simplicity Wealth LLC raised its stake in Dominion Energy Inc. (NYSE:D – Free Report) by 171.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Short Interest in Invesco Galaxy Bitcoin ETF (BATS:BTCO) Expands By 779.7%
Invesco Galaxy Bitcoin ETF (BATS:BTCO – Get Free Report) saw a large increase in short interest in the month of June. As of June 30th, there was short interest totaling 82,713 shares, an increase of 779.7% from the June 15th... More of this article »
Abacus FCF Real Assets Leaders ETF (BATS:ABLD) Short Interest Update
Abacus FCF Real Assets Leaders ETF (BATS:ABLD – Get Free Report) was the target of a significant drop in short interest in the month of June. As of June 30th, there was short interest totaling 3,559 shares, a drop of 85.7% from... More of this article »
VICI Properties Inc. $VICI Shares Sold by Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC lessened its position in VICI Properties Inc. (NYSE:VICI – Free Report) by 79.2% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Brookstone Ultra-Short Bond ETF (BATS:BAMU) Sees Large Decline in Short Interest
Brookstone Ultra-Short Bond ETF (BATS:BAMU – Get Free Report) was the recipient of a significant decrease in short interest during the month of June. As of June 30th, there was short interest totaling 123 shares, a decrease... More of this article »