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RFG Bristol Wealth Advisors LLC Has $11.52 Million Position in SPDR S&P 1500 Value Tilt ETF $VLU
RFG Bristol Wealth Advisors LLC increased its position in SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU – Free Report) by 24.9% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
RFG Bristol Wealth Advisors LLC Cuts Position in iShares Core S&P U.S. Growth ETF $IUSG
RFG Bristol Wealth Advisors LLC lessened its position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 49.9% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Sharpepoint LLC Reduces Stock Position in GE Vernova Inc. $GEV
Sharpepoint LLC decreased its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 13.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Cullinan Associates Inc. Decreases Stock Holdings in Alphabet Inc. $GOOG
Cullinan Associates Inc. trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.1% during the first quarter, HoldingsChannel.com reports. The fund owned 96,214 shares of the information services provider’s... More of this article »
Marks Group Wealth Management Inc Has $6.35 Million Stake in Texas Roadhouse, Inc. $TXRH
Marks Group Wealth Management Inc trimmed its holdings in shares of Texas Roadhouse, Inc. (NASDAQ:TXRH – Free Report) by 12.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Illinois Municipal Retirement Fund Has $31.42 Million Holdings in Duke Energy Corporation $DUK
Illinois Municipal Retirement Fund lessened its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 18.4% in the first quarter, Holdings Channel.com reports. The institutional investor owned 239,990 shares... More of this article »
Marks Group Wealth Management Inc Buys 7,626 Shares of FactSet Research Systems Inc. $FDS
Marks Group Wealth Management Inc increased its stake in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 46.8% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Marks Group Wealth Management Inc Sells 9,283 Shares of ITT Inc. $ITT
Marks Group Wealth Management Inc cut its position in ITT Inc. (NYSE:ITT – Free Report) by 18.4% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 41,071 shares of the conglomerate’s... More of this article »
Illinois Municipal Retirement Fund Has $16.51 Million Stock Holdings in Keysight Technologies Inc. $KEYS
Illinois Municipal Retirement Fund decreased its holdings in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 31.6% during the 1st quarter, Holdings Channel reports. The firm owned 58,480 shares of the scientific... More of this article »
Jacobs Solutions Inc. $J Position Lessened by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc decreased its position in shares of Jacobs Solutions Inc. (NYSE:J – Free Report) by 11.5% in the first quarter, Holdings Channel.com reports. The firm owned 47,945 shares of the company’s... More of this article »
Marks Group Wealth Management Inc Reduces Holdings in AMETEK, Inc. $AME
Marks Group Wealth Management Inc reduced its stake in shares of AMETEK, Inc. (NYSE:AME – Free Report) by 18.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Intuitive Surgical, Inc. $ISRG Shares Sold by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc lessened its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 20.4% in the first quarter, Holdings Channel.com reports. The fund owned 5,812 shares of the medical... More of this article »
Marks Group Wealth Management Inc Reduces Stake in STERIS plc $STE
Marks Group Wealth Management Inc reduced its holdings in STERIS plc (NYSE:STE – Free Report) by 13.9% during the first quarter, Holdings Channel.com reports. The institutional investor owned 26,510 shares of the medical equipment... More of this article »
Principal Financial Group Inc. Increases Holdings in Northrop Grumman Corporation $NOC
Principal Financial Group Inc. lifted its holdings in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) by 1.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Principal Financial Group Inc. Boosts Holdings in Liberty Media Corporation – Liberty Formula One Series A $FWONA
Principal Financial Group Inc. grew its stake in shares of Liberty Media Corporation – Liberty Formula One Series A (NASDAQ:FWONA – Free Report) by 14.4% during the first quarter, according to its most recent filing with... More of this article »
J. Safra Sarasin Holding AG Makes New $369,000 Investment in Dell Technologies Inc. $DELL
J. Safra Sarasin Holding AG purchased a new stake in Dell Technologies Inc. (NYSE:DELL – Free Report) in the 1st quarter, according to its most recent disclosure with the SEC. The fund purchased 2,250 shares of the technology... More of this article »
Republic Services, Inc. $RSG Shares Acquired by Principal Financial Group Inc.
Principal Financial Group Inc. increased its stake in Republic Services, Inc. (NYSE:RSG – Free Report) by 1.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Jones Lang LaSalle Incorporated $JLL Shares Acquired by Principal Financial Group Inc.
Principal Financial Group Inc. raised its stake in shares of Jones Lang LaSalle Incorporated (NYSE:JLL – Free Report) by 279.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Principal Financial Group Inc. Sells 1,940 Shares of Comfort Systems USA, Inc. $FIX
Principal Financial Group Inc. lowered its stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 1.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Teachers Retirement System of The State of Kentucky Sells 77,900 Shares of Ralph Lauren Corporation $RL
Teachers Retirement System of The State of Kentucky trimmed its position in Ralph Lauren Corporation (NYSE:RL – Free Report) by 96.1% during the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Teachers Retirement System of The State of Kentucky Has $1.28 Million Stock Holdings in MNTN Inc. $MNTN
Teachers Retirement System of The State of Kentucky increased its holdings in shares of MNTN Inc. (NYSE:MNTN – Free Report) by 95.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Fidelity Enhanced Large Cap Value ETF $FELV Shares Sold by Kestra Advisory Services LLC
Kestra Advisory Services LLC trimmed its holdings in shares of Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV – Free Report) by 32.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Teachers Retirement System of The State of Kentucky Has $2.04 Million Stake in Veracyte, Inc. $VCYT
Teachers Retirement System of The State of Kentucky boosted its position in shares of Veracyte, Inc. (NASDAQ:VCYT – Free Report) by 19.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Geneos Wealth Management Inc. Purchases 20,333 Shares of Dimensional International Core Equity 2 ETF $DFIC
Geneos Wealth Management Inc. grew its position in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 5.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Social Media Stocks To Research – July 15th
Trump Media & Technology Group, Strive, and JOYY are the three Social Media stocks to watch today, according to MarketBeat’s stock screener tool. “Social media stocks” are shares of publicly traded companies whose... More of this article »
MicroVision Pitches ‘Lidar 2.0’ Strategy, Keeps 2026 Revenue Outlook Intact
Microvision (NASDAQ:MVIS) CEO Glen DeVos said the lidar company is trying to reposition itself around what he called “Lidar 2.0,” a strategy focused less on proving sensor technology and more on proving commercial value across... More of this article »
Best Metaverse Stocks To Keep An Eye On – July 15th
Global Mofy AI, Everbright Digital, and HUB Cyber Security are the three Metaverse stocks to watch today, according to MarketBeat’s stock screener tool. “Metaverse stocks” are shares of public companies that investors believe... More of this article »
Gallagher Capital Advisors LLC Cuts Stake in Phillips 66 $PSX
Gallagher Capital Advisors LLC cut its stake in shares of Phillips 66 (NYSE:PSX – Free Report) by 94.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Burney Co. Sells 32,804 Shares of Alphabet Inc. $GOOGL
Burney Co. trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 12.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Innovator U.S. Small Cap Power Buffer ETF – March (BATS:KMAR) Sees Significant Increase in Short Interest
Innovator U.S. Small Cap Power Buffer ETF – March (BATS:KMAR – 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 302 shares,... More of this article »
Fortuna Hedged Bitcoin ETF (BATS:HBTC) Short Interest Up ∞ in June
Fortuna Hedged Bitcoin ETF (BATS:HBTC – Get Free Report) was the recipient of a significant increase in short interest during the month of June. As of June 30th, there was short interest totaling 85 shares, an increase of ∞... More of this article »
Las Vegas Sands Corp. $LVS Shares Purchased by Bleakley Financial Group LLC
Bleakley Financial Group LLC boosted its holdings in Las Vegas Sands Corp. (NYSE:LVS – Free Report) by 30.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 53,262 shares of the casino... More of this article »
FT Vest Gold Strategy Target Income ETF (BATS:IGLD) Short Interest Down 39.9% in June
FT Vest Gold Strategy Target Income ETF (BATS:IGLD – 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 79,281 shares, ... More of this article »
iShares Inflation Hedged Corporate Bond ETF (BATS:LQDI) Short Interest Up 87.9% in June
iShares Inflation Hedged Corporate Bond ETF (BATS:LQDI – Get Free Report) was the recipient of a significant increase in short interest in June. As of June 30th, there was short interest totaling 12,148 shares, an increase of... More of this article »
Bleakley Financial Group LLC Grows Position in Lamar Advertising Company $LAMR
Bleakley Financial Group LLC boosted its position in Lamar Advertising Company (NASDAQ:LAMR – Free Report) by 20.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
D.A. Davidson & CO. Sells 33,357 Shares of Cisco Systems, Inc. $CSCO
D.A. Davidson & CO. cut its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.7% in the 1st quarter, Holdings Channel reports. The institutional investor owned 461,597 shares of the network equipment provider’s... More of this article »
D.A. Davidson & CO. Purchases 110,554 Shares of JPMorgan Core Plus Bond ETF $JCPB
D.A. Davidson & CO. boosted its position in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 25.7% in the first quarter, Holdings Channel reports. The fund owned 540,435 shares of the company’s stock... More of this article »
iShares Ultra Short-Term Bond Active ETF $ICSH Shares Bought by Kestra Advisory Services LLC
Kestra Advisory Services LLC grew its position in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 261.0% during the first quarter, according to its most recent disclosure with the Securities &... More of this article »
