Stock Observer

784,592 Shares in iShares MSCI USA Quality GARP ETF $GARP Purchased by Resonant Capital Advisors LLC

Posted by Geri Gentry on Jul 7th, 2026

Resonant Capital Advisors LLC acquired a new position in shares of iShares MSCI USA Quality GARP ETF (BATS:GARP – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The fund acquired 784,592 shares... More »

United Asset Strategies Inc. Makes New Investment in Dimensional Emerging Markets Value ETF $DFEV

Posted by Brenda Bartman on Jul 7th, 2026

United Asset Strategies Inc. bought a new position in Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More »

Microsoft Corporation $MSFT Shares Purchased by Trilogy Capital Inc.

Posted by Stanley Muller on Jul 7th, 2026

Trilogy Capital Inc. raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 8.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More »

United Asset Strategies Inc. Sells 2,875 Shares of C.H. Robinson Worldwide, Inc. $CHRW

Posted by Francis Steltz on Jul 7th, 2026

United Asset Strategies Inc. trimmed its stake in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) by 29.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More »

United Asset Strategies Inc. Purchases 22,121 Shares of Air Products and Chemicals, Inc. $APD

Posted by Geri Gentry on Jul 7th, 2026

United Asset Strategies Inc. lifted its position in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 504.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More »

United Asset Strategies Inc. Sells 3,216 Shares of Parker-Hannifin Corporation $PH

Posted by George Bondi on Jul 7th, 2026

United Asset Strategies Inc. lowered its stake in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 13.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More »

SG Americas Securities LLC Has $665,000 Position in Repligen Corporation $RGEN

Posted by Geri Gentry on Jul 7th, 2026

SG Americas Securities LLC lessened its position in shares of Repligen Corporation (NASDAQ:RGEN – Free Report) by 62.1% in the first quarter, according to its most recent filing with the SEC. The firm owned 5,644 shares of the... More »

Northwest Wealth Advisors LLC Has $11.94 Million Stock Position in iShares Morningstar Mid-Cap ETF $IMCB

Posted by George Bondi on Jul 7th, 2026

Northwest Wealth Advisors LLC grew its stake in shares of iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB – Free Report) by 21.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange... More »

Swedbank AB Acquires 316,859 Shares of MetLife, Inc. $MET

Posted by Geri Gentry on Jul 7th, 2026

Swedbank AB grew its stake in shares of MetLife, Inc. (NYSE:MET – Free Report) by 13.3% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 2,702,087 shares of the financial... More »

Swedbank AB Acquires 31,890 Shares of Exelon Corporation $EXC

Posted by Geri Gentry on Jul 7th, 2026

Swedbank AB increased its stake in shares of Exelon Corporation (NASDAQ:EXC – Free Report) by 1.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More »

Analysts Set Marex Group plc Ordinary Shares (NASDAQ:MRX) Target Price at $63.75

Posted by Geri Gentry on Jul 7th, 2026

Shares of Marex Group plc Ordinary Shares (NASDAQ:MRX – Get Free Report) have been given an average rating of “Buy” by the six ratings firms that are covering the stock, MarketBeat reports. One investment analyst... More »

Sather Financial Group Inc Sells 10,287 Shares of Monster Beverage Corporation $MNST

Posted by Francis Steltz on Jul 7th, 2026

Sather Financial Group Inc reduced its stake in Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 1.0% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More »

iShares Bitcoin Trust ETF $IBIT Shares Bought by Montz Harcus Wealth Management LLC

Posted by Brian Himes on Jul 7th, 2026

Montz Harcus Wealth Management LLC raised its position in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 37.7% during the 1st quarter, according to the company in its most recent 13F filing with the SEC.... More »

Signet Private Wealth LLC Purchases Shares of 19,141 iShares MSCI ACWI ex U.S. ETF $ACWX

Posted by Brian Himes on Jul 7th, 2026

Signet Private Wealth LLC acquired a new position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More »

Swedbank AB Has $197.43 Million Position in Ingersoll Rand Inc. $IR

Posted by Geri Gentry on Jul 7th, 2026

Swedbank AB decreased its stake in Ingersoll Rand Inc. (NYSE:IR – Free Report) by 36.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,464,233... More »

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