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Strait & Sound Wealth Management LLC Makes New Investment in Eli Lilly and Company $LLY
Strait & Sound Wealth Management LLC acquired a new position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Wellington Management Group LLP Trims Holdings in Klaviyo, Inc. $KVYO
Wellington Management Group LLP trimmed its position in shares of Klaviyo, Inc. (NYSE:KVYO – Free Report) by 7.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Rodgers & Associates LTD Has $52.96 Million Stock Position in SPDR Portfolio Short Term Corporate Bond ETF $SPSB
Rodgers & Associates LTD grew its holdings in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by 5.9% during the 2nd quarter, Holdings Channel.com reports. The institutional investor... More of this article »
AppFolio, Inc. $APPF Shares Acquired by Nellore Capital Management LLC
Nellore Capital Management LLC raised its stake in shares of AppFolio, Inc. (NASDAQ:APPF – Free Report) by 2.9% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
PYA Waltman Capital LLC Raises Stock Holdings in Procter & Gamble Company (The) $PG
PYA Waltman Capital LLC boosted its stake in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 35.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Proficio Capital Partners LLC Makes New $492,000 Investment in Zoom Communications, Inc. $ZM
Proficio Capital Partners LLC purchased a new stake in Zoom Communications, Inc. (NASDAQ:ZM – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 5,697... More of this article »
Symphony Financial Ltd. Co. Has $837,000 Holdings in iShares Core High Dividend ETF $HDV
Symphony Financial Ltd. Co. raised its stake in iShares Core High Dividend ETF (NYSEARCA:HDV – Free Report) by 594.1% in the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Mission Financial Group LLC Invests $682,000 in Micron Technology, Inc. $MU
Mission Financial Group LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) in the second quarter, Holdings Channel.com reports. The fund purchased 591 shares of the semiconductor manufacturer’s... More of this article »
OVERSEA CHINESE BANKING Corp Ltd Buys Shares of 3,606 Caterpillar Inc. $CAT
OVERSEA CHINESE BANKING Corp Ltd purchased a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) in the second quarter, Holdings Channel reports. The fund purchased 3,606 shares of the industrial products company’s... More of this article »
OneAscent Financial Services LLC Purchases New Stake in Caterpillar Inc. $CAT
OneAscent Financial Services LLC acquired a new position in Caterpillar Inc. (NYSE:CAT – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
LaSalle St. Investment Advisors LLC Takes Position in Caterpillar Inc. $CAT
LaSalle St. Investment Advisors LLC purchased a new position in Caterpillar Inc. (NYSE:CAT – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Osmosis Investment Management UK Ltd Invests $34.84 Million in Micron Technology, Inc. $MU
Osmosis Investment Management UK Ltd acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the second quarter, Holdings Channel reports. The institutional investor acquired 30,183 shares... More of this article »
NWK Group Inc. Buys Shares of 35,210 Tesla, Inc. $TSLA
NWK Group Inc. bought a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
PCM Encore LLC Invests $5.34 Million in Caterpillar Inc. $CAT
PCM Encore LLC purchased a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) in the 2nd quarter, Holdings Channel.com reports. The institutional investor purchased 5,019 shares of the industrial products company’s... More of this article »
4,394 Shares in Tesla, Inc. $TSLA Bought by Ninepoint Partners LP
Ninepoint Partners LP acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Rodgers & Associates LTD Buys New Shares in Invesco S&P 500 Top 50 ETF $XLG
Rodgers & Associates LTD bought a new position in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Vanguard Extended Market ETF $VXF Stock Position Lifted by Mayport LLC
Mayport LLC increased its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 5.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
SPDR Bridgewater All Weather ETF $ALLW Holdings Increased by Paragon Private Wealth Management LLC
Paragon Private Wealth Management LLC lifted its stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW – Free Report) by 141.6% in the second quarter, HoldingsChannel reports. The fund owned 36,363 shares of the company’s... More of this article »
Pale Fire Capital SE Acquires 248,658 Shares of Mineralys Therapeutics, Inc. $MLYS
Pale Fire Capital SE lifted its position in Mineralys Therapeutics, Inc. (NASDAQ:MLYS – Free Report) by 68.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Galiano Gold Inc. $GAU Shares Acquired by Pale Fire Capital SE
Pale Fire Capital SE increased its stake in Galiano Gold Inc. (NYSEAMERICAN:GAU – Free Report) by 25.9% in the second quarter, HoldingsChannel.com reports. The firm owned 5,036,654 shares of the company’s stock after acquiring... More of this article »
Synopsys (NASDAQ:SNPS) Insider Geus Aart De Sells 24,641 Shares of Stock
Synopsys, Inc. (NASDAQ:SNPS – Get Free Report) insider Geus Aart De sold 24,641 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $419.44,... More of this article »
Amalgamated Financial (NASDAQ:AMAL) Major Shareholder States Regional Joint Western Sells 73,535 Shares of Stock
Amalgamated Financial Corp. (NASDAQ:AMAL – Get Free Report) major shareholder States Regional Joint Western sold 73,535 shares of the stock in a transaction on Monday, August 31st. The stock was sold at an average price of $48.12,... More of this article »
Arrow Financial (NASDAQ:AROW) Upgraded at Raymond James Financial
Arrow Financial (NASDAQ:AROW – Get Free Report) was upgraded by equities researchers at Raymond James Financial to a “moderate buy” rating in a note issued to investors on Tuesday, Marketbeat.com reports. Several... More of this article »
UBS Group (NYSE:UBS) Stock Rating Lowered by Zacks Research
UBS Group (NYSE:UBS – Get Free Report) was downgraded by investment analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research note issued on Tuesday, Zacks reports. A number... More of this article »
Churchill Downs (NASDAQ:CHDN) Upgraded to Strong-Buy at Wolfe Research
Churchill Downs (NASDAQ:CHDN – Get Free Report) was upgraded by equities researchers at Wolfe Research to a “strong-buy” rating in a research note issued to investors on Wednesday, Marketbeat Ratings reports. The... More of this article »
Zacks Research Upgrades River City Bank (NASDAQ:RCBC) to “Hold”
River City Bank (NASDAQ:RCBC – Get Free Report) was upgraded by analysts at Zacks Research to a “hold” rating in a research report issued to clients and investors on Tuesday, Zacks reports. Other equities research... More of this article »
DraftKings (NASDAQ:DKNG) Now Covered by Wolfe Research
Stock analysts at Wolfe Research started coverage on shares of DraftKings (NASDAQ:DKNG – Get Free Report) in a research report issued to clients and investors on Wednesday, MarketBeat.com reports. The brokerage set an “outperform”... More of this article »
IperionX (NASDAQ:IPX) Now Covered by Jefferies Financial Group
Stock analysts at Jefferies Financial Group began coverage on shares of IperionX (NASDAQ:IPX – Get Free Report) in a report released on Wednesday, MarketBeat Ratings reports. The brokerage set a “buy” rating and a... More of this article »
Invesco QQQ $QQQ Stake Lowered by Safeguard Investment Advisory Group LLC
Safeguard Investment Advisory Group LLC cut its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.5% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
43,200 Shares in Quest Diagnostics Incorporated $DGX Acquired by Braidwell LP
Braidwell LP acquired a new stake in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) in the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 43,200 shares of the medical research company’s... More of this article »
Greenspring Advisors LLC Purchases 34,304 Shares of Vanguard Growth ETF $VUG
Greenspring Advisors LLC grew its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 499.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Weitzel Financial Services Inc. Increases Stock Holdings in SPDR Portfolio Developed World ex-US ETF $SPDW
Weitzel Financial Services Inc. increased its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 15.4% during the 2nd quarter, according to its most recent Form 13F filing with the... More of this article »
Vanguard FTSE All-World ex-US ETF $VEU Shares Bought by Williams Financial LLC
Williams Financial LLC grew its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 4.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
MarineMax, Inc. $HZO Shares Bought by Round Rock Advisors LLC
Round Rock Advisors LLC lifted its position in shares of MarineMax, Inc. (NYSE:HZO – Free Report) by 92.0% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Nykredit A S Makes New $60.47 Million Investment in Howmet Aerospace Inc. $HWM
Nykredit A S purchased a new stake in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased... More of this article »
Round Rock Advisors LLC Increases Position in Vanguard High Dividend Yield ETF $VYM
Round Rock Advisors LLC boosted its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 3.8% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Netskope Q2 Earnings Call Highlights
Netskope (NASDAQ:NTSK) reported second-quarter fiscal 2027 results that exceeded its revenue and operating-margin guidance, as the cloud and AI security company cited demand for its platform and early traction for recently introduced... More of this article »
Nykredit A S Makes New Investment in Whirlpool Corporation $WHR
Nykredit A S acquired a new stake in Whirlpool Corporation (NYSE:WHR – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 1,317,933 shares... More of this article »