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Image for Vanderbilt University Reduces Stock Holdings in Alexandria Real Estate Equities, Inc. $ARE

Vanderbilt University Reduces Stock Holdings in Alexandria Real Estate Equities, Inc. $ARE

Vanderbilt University reduced its position in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE – Free Report) by 31.7% in the first quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Kestra Private Wealth Services LLC Increases Stock Holdings in Vanguard Russell 1000 Growth ETF $VONG

Kestra Private Wealth Services LLC Increases Stock Holdings in Vanguard Russell 1000 Growth ETF $VONG

Kestra Private Wealth Services LLC increased its stake in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 6.4% during the 1st quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Image for Fiduciary Alliance LLC Increases Stock Position in Alibaba Group Holding Limited $BABA

Fiduciary Alliance LLC Increases Stock Position in Alibaba Group Holding Limited $BABA

Fiduciary Alliance LLC grew its holdings in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 9.8% during the 1st quarter, Holdings Channel reports. The firm owned 164,355 shares of the specialty retailer’s stock... More of this article »
Image for Fiduciary Alliance LLC Cuts Holdings in iShares Bitcoin Trust ETF $IBIT

Fiduciary Alliance LLC Cuts Holdings in iShares Bitcoin Trust ETF $IBIT

Fiduciary Alliance LLC trimmed its position in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 5.7% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 302,840 shares... More of this article »
Image for 59,189 Shares in SPDR S&P Global Natural Resources ETF $GNR Bought by Fiduciary Alliance LLC

59,189 Shares in SPDR S&P Global Natural Resources ETF $GNR Bought by Fiduciary Alliance LLC

Fiduciary Alliance LLC bought a new position in shares of SPDR S&P Global Natural Resources ETF (NYSEARCA:GNR – Free Report) during the first quarter, Holdings Channel.com reports. The fund bought 59,189 shares of the company’s... More of this article »
Image for Monarch Capital Management Inc. Has $1.18 Million Holdings in Amazon.com, Inc. $AMZN

Monarch Capital Management Inc. Has $1.18 Million Holdings in Amazon.com, Inc. $AMZN

Monarch Capital Management Inc. increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 74.8% in the first quarter, Holdings Channel.com reports. The institutional investor owned 5,674 shares of the e-commerce giant’s... More of this article »
Image for Semtech (NASDAQ:SMTC) Insider John Michael Wilson Sells 5,500 Shares of Stock

Semtech (NASDAQ:SMTC) Insider John Michael Wilson Sells 5,500 Shares of Stock

Semtech Corporation (NASDAQ:SMTC – Get Free Report) insider John Michael Wilson sold 5,500 shares of Semtech stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $170.00, for a total value... More of this article »
Image for Liberty Global (NASDAQ:LILAK) Director John Malone Buys 1,319,181 Shares

Liberty Global (NASDAQ:LILAK) Director John Malone Buys 1,319,181 Shares

Liberty Global PLC (NASDAQ:LILAK – Get Free Report) Director John Malone purchased 1,319,181 shares of the stock in a transaction on Monday, June 22nd. The shares were purchased at an average cost of $4.98 per share, with a total... More of this article »
Image for Financial Designs Corp Acquires Shares of 3,061 Apple Inc. $AAPL

Financial Designs Corp Acquires Shares of 3,061 Apple Inc. $AAPL

Financial Designs Corp bought a new position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund bought 3,061 shares of the iPhone maker’s stock, valued at... More of this article »
Image for Dell Technologies (NYSE:DELL) Director Lynn Vojvodich Radakovich Sells 12,022 Shares of Stock

Dell Technologies (NYSE:DELL) Director Lynn Vojvodich Radakovich Sells 12,022 Shares of Stock

Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Lynn Vojvodich Radakovich sold 12,022 shares of the company’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $421.00,... More of this article »
Image for Liberty Global (NASDAQ:LILAK) Director John Malone Purchases 400,000 Shares of Stock

Liberty Global (NASDAQ:LILAK) Director John Malone Purchases 400,000 Shares of Stock

Liberty Global PLC (NASDAQ:LILAK – Get Free Report) Director John Malone acquired 400,000 shares of the company’s stock in a transaction dated Tuesday, June 23rd. The shares were bought at an average price of $5.92 per... More of this article »
Image for LPL Financial (NASDAQ:LPLA) Director Sells $94,248.00 in Stock

LPL Financial (NASDAQ:LPLA) Director Sells $94,248.00 in Stock

LPL Financial Holdings Inc. (NASDAQ:LPLA – Get Free Report) Director Aneri Jambusaria sold 308 shares of the company’s stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price... More of this article »
Image for Insider Buying: First Carolina Financial Services (NYSE:FCBM) Director Buys $50,000.00 in Stock

Insider Buying: First Carolina Financial Services (NYSE:FCBM) Director Buys $50,000.00 in Stock

First Carolina Financial Services, Inc. (NYSE:FCBM – Get Free Report) Director Kevin Meek Shannon bought 4,000 shares of the firm’s stock in a transaction on Thursday, June 18th. The stock was acquired at an average cost... More of this article »
Image for Twilio (NYSE:TWLO) Raised to Strong-Buy at The Goldman Sachs Group

Twilio (NYSE:TWLO) Raised to Strong-Buy at The Goldman Sachs Group

Twilio (NYSE:TWLO – Get Free Report) was upgraded by research analysts at The Goldman Sachs Group to a “strong-buy” rating in a note issued to investors on Tuesday,Zacks.com reports. Other analysts also recently issued... More of this article »
Image for Krilogy Financial LLC Has $2.79 Million Stock Position in Danaher Corporation $DHR

Krilogy Financial LLC Has $2.79 Million Stock Position in Danaher Corporation $DHR

Krilogy Financial LLC raised its position in Danaher Corporation (NYSE:DHR – Free Report) by 55.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Kestra Private Wealth Services LLC Acquires 7,154 Shares of iShares S&P Small-Cap 600 Value ETF $IJS

Kestra Private Wealth Services LLC Acquires 7,154 Shares of iShares S&P Small-Cap 600 Value ETF $IJS

Kestra Private Wealth Services LLC grew its holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 4.2% during the first quarter, HoldingsChannel.com reports. The firm owned 176,811 shares of the... More of this article »
Image for Monster Beverage Corporation (NASDAQ:MNST) Receives $89.35 Consensus PT from Brokerages

Monster Beverage Corporation (NASDAQ:MNST) Receives $89.35 Consensus PT from Brokerages

Monster Beverage Corporation (NASDAQ:MNST – Get Free Report) has been given an average rating of “Moderate Buy” by the twenty-two brokerages that are currently covering the stock, MarketBeat reports. Eight investment... More of this article »
Image for Bank of America Corporation $BAC Shares Sold by Fiduciary Alliance LLC

Bank of America Corporation $BAC Shares Sold by Fiduciary Alliance LLC

Fiduciary Alliance LLC trimmed its holdings in shares of Bank of America Corporation (NYSE:BAC) by 32.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Head to Head Contrast: Jin Medical International (NASDAQ:ZJYL) & Evolus (NASDAQ:EOLS)

Head to Head Contrast: Jin Medical International (NASDAQ:ZJYL) & Evolus (NASDAQ:EOLS)

Jin Medical International (NASDAQ:ZJYL – Get Free Report) and Evolus (NASDAQ:EOLS – Get Free Report) are both small-cap medical companies, but which is the superior investment? We will contrast the two companies based on... More of this article »
Image for VictoryShares Free Cash Flow ETF $VFLO Shares Acquired by Financial Enhancement Group LLC

VictoryShares Free Cash Flow ETF $VFLO Shares Acquired by Financial Enhancement Group LLC

Financial Enhancement Group LLC raised its position in VictoryShares Free Cash Flow ETF (NASDAQ:VFLO – Free Report) by 4.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for RFG Advisory LLC Raises Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA

RFG Advisory LLC Raises Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA

RFG Advisory LLC boosted its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 14.0% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Image for Independence Wealth Advisors LLC Sells 200,445 Shares of SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Independence Wealth Advisors LLC Sells 200,445 Shares of SPDR Portfolio Intermediate Term Treasury ETF $SPTI

Independence Wealth Advisors LLC cut its stake in shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 82.7% in the first quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for 17,225 Shares in First Trust Nasdaq Transportation ETF $FTXR Acquired by MinichMacGregor Wealth Management LLC

17,225 Shares in First Trust Nasdaq Transportation ETF $FTXR Acquired by MinichMacGregor Wealth Management LLC

MinichMacGregor Wealth Management LLC bought a new stake in First Trust Nasdaq Transportation ETF (NASDAQ:FTXR – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Insider Selling: uniQure (NASDAQ:QURE) Director Sells $526,526.10 in Stock

Insider Selling: uniQure (NASDAQ:QURE) Director Sells $526,526.10 in Stock

uniQure N.V. (NASDAQ:QURE – Get Free Report) Director Madhavan Balachandran sold 11,685 shares of the stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $45.06, for a total transaction... More of this article »
Image for MinichMacGregor Wealth Management LLC Acquires 4,662 Shares of Heico Corporation $HEI

MinichMacGregor Wealth Management LLC Acquires 4,662 Shares of Heico Corporation $HEI

MinichMacGregor Wealth Management LLC increased its holdings in shares of Heico Corporation (NYSE:HEI – Free Report) by 14.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for MinichMacGregor Wealth Management LLC Acquires 11,059 Shares of O’Reilly Automotive, Inc. $ORLY

MinichMacGregor Wealth Management LLC Acquires 11,059 Shares of O’Reilly Automotive, Inc. $ORLY

MinichMacGregor Wealth Management LLC raised its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 17.7% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for MBM Wealth Consultants LLC Boosts Holdings in PGIM Ultra Short Bond ETF $PULS

MBM Wealth Consultants LLC Boosts Holdings in PGIM Ultra Short Bond ETF $PULS

MBM Wealth Consultants LLC grew its stake in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 5.4% during the first quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for SPDR Portfolio Short Term Treasury ETF $SPTS Position Increased by Independence Wealth Advisors LLC

SPDR Portfolio Short Term Treasury ETF $SPTS Position Increased by Independence Wealth Advisors LLC

Independence Wealth Advisors LLC raised its position in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 1,084.0% during the first quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Strategent Financial LLC Buys 15,775 Shares of Dimensional US High Profitability ETF $DUHP

Strategent Financial LLC Buys 15,775 Shares of Dimensional US High Profitability ETF $DUHP

Strategent Financial LLC boosted its stake in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 15.6% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Live Oak Private Wealth LLC Purchases 30,591 Shares of Diageo plc $DEO

Live Oak Private Wealth LLC Purchases 30,591 Shares of Diageo plc $DEO

Live Oak Private Wealth LLC boosted its holdings in shares of Diageo plc (NYSE:DEO – Free Report) by 47.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Waterdrop (NYSE:WDH) versus Fidelis Insurance (NYSE:FIHL) Critical Review

Waterdrop (NYSE:WDH) versus Fidelis Insurance (NYSE:FIHL) Critical Review

Waterdrop (NYSE:WDH – Get Free Report) and Fidelis Insurance (NYSE:FIHL – Get Free Report) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst... More of this article »
Image for Dimensional Core Fixed Income ETF $DFCF Position Raised by Live Oak Private Wealth LLC

Dimensional Core Fixed Income ETF $DFCF Position Raised by Live Oak Private Wealth LLC

Live Oak Private Wealth LLC boosted its position in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 62.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for First PREMIER Bank Acquires 36,146 Shares of Dimensional Emerging Core Equity Market ETF $DFAE

First PREMIER Bank Acquires 36,146 Shares of Dimensional Emerging Core Equity Market ETF $DFAE

First PREMIER Bank lifted its holdings in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 102.2% in the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Cardinal Point Capital Management ULC Sells 2,585 Shares of Cadence Design Systems, Inc. $CDNS

Cardinal Point Capital Management ULC Sells 2,585 Shares of Cadence Design Systems, Inc. $CDNS

Cardinal Point Capital Management ULC reduced its stake in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 46.6% during the first quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for SG Americas Securities LLC Sells 18,380 Shares of Equity Residential $EQR

SG Americas Securities LLC Sells 18,380 Shares of Equity Residential $EQR

SG Americas Securities LLC trimmed its position in shares of Equity Residential (NYSE:EQR – Free Report) by 4.2% during the 1st quarter, HoldingsChannel.com reports. The firm owned 422,890 shares of the real estate investment... More of this article »
Image for RFG Advisory LLC Grows Stake in Invesco S&P International Developed Momentum ETF $IDMO

RFG Advisory LLC Grows Stake in Invesco S&P International Developed Momentum ETF $IDMO

RFG Advisory LLC lifted its position in Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) by 2.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Insider Selling: Petrus Resources (TSE:PRQ) Director Sells C$39,840.00 in Stock

Insider Selling: Petrus Resources (TSE:PRQ) Director Sells C$39,840.00 in Stock

Petrus Resources Ltd. (TSE:PRQ – Get Free Report) Director Donald Gordon Cormack sold 24,000 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of C$1.66,... More of this article »
Image for DiamondRock Hospitality (NYSE:DRH) Reaches New 12-Month High  – Should You Buy?

DiamondRock Hospitality (NYSE:DRH) Reaches New 12-Month High – Should You Buy?

DiamondRock Hospitality Company (NYSE:DRH – Get Free Report) shares hit a new 52-week high during trading on Tuesday . The company traded as high as $12.45 and last traded at $12.25, with a volume of 1832915 shares changing hands.... More of this article »
Image for Exelon Corporation $EXC Shares Sold by SG Americas Securities LLC

Exelon Corporation $EXC Shares Sold by SG Americas Securities LLC

SG Americas Securities LLC decreased its holdings in Exelon Corporation (NASDAQ:EXC – Free Report) by 63.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for CENTRAL TRUST Co Takes Position in AstraZeneca PLC $AZNCF

CENTRAL TRUST Co Takes Position in AstraZeneca PLC $AZNCF

CENTRAL TRUST Co bought a new position in AstraZeneca PLC (OTCMKTS:AZNCF – Free Report) in the first quarter, HoldingsChannel reports. The firm bought 8,830 shares of the company’s stock, valued at approximately $1,741,000.... More of this article »
Image for Copart (NASDAQ:CPRT) Reaches New 1-Year Low  – Here’s What Happened

Copart (NASDAQ:CPRT) Reaches New 1-Year Low – Here’s What Happened

Shares of Copart, Inc. (NASDAQ:CPRT – Get Free Report) hit a new 52-week low during mid-day trading on Tuesday . The company traded as low as $29.41 and last traded at $29.48, with a volume of 12409585 shares. The stock had previously... More of this article »
Image for Schwab US Dividend Equity ETF $SCHD Stake Trimmed by Surience Private Wealth LLC

Schwab US Dividend Equity ETF $SCHD Stake Trimmed by Surience Private Wealth LLC

Surience Private Wealth LLC lessened its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 22.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Head to Head Review: The RMR Group (NASDAQ:RMR) versus Lsl Property (OTCMKTS:LSLPF)

Head to Head Review: The RMR Group (NASDAQ:RMR) versus Lsl Property (OTCMKTS:LSLPF)

The RMR Group (NASDAQ:RMR – Get Free Report) and Lsl Property (OTCMKTS:LSLPF – Get Free Report) are both small-cap finance companies, but which is the better business? We will compare the two businesses based on the strength... More of this article »
Image for Head to Head Analysis: Hawaiian Electric Industries (NYSE:HE) vs. Ballard Power Systems (NASDAQ:BLDP)

Head to Head Analysis: Hawaiian Electric Industries (NYSE:HE) vs. Ballard Power Systems (NASDAQ:BLDP)

Ballard Power Systems (NASDAQ:BLDP – Get Free Report) and Hawaiian Electric Industries (NYSE:HE – Get Free Report) are both utilities companies, but which is the superior business? We will contrast the two companies based... More of this article »
Image for Almonty Industries Inc. (NASDAQ:ALM) Receives $19.88 Average PT from Analysts

Almonty Industries Inc. (NASDAQ:ALM) Receives $19.88 Average PT from Analysts

Almonty Industries Inc. (NASDAQ:ALM – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the six analysts that are covering the firm, MarketBeat Ratings reports. One research analyst... More of this article »
Image for Rockefeller Capital Management L.P. Increases Position in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC

Rockefeller Capital Management L.P. Increases Position in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC

Rockefeller Capital Management L.P. lifted its stake in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 7.5% in the 4th quarter, according to the company in its most recent filing with the... More of this article »
Image for Capital Group Dividend Value ETF $CGDV Shares Sold by RFG Advisory LLC

Capital Group Dividend Value ETF $CGDV Shares Sold by RFG Advisory LLC

RFG Advisory LLC trimmed its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 31.7% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for OP Asset Management Ltd Makes New $15.80 Million Investment in Performance Food Group Company $PFGC

OP Asset Management Ltd Makes New $15.80 Million Investment in Performance Food Group Company $PFGC

OP Asset Management Ltd purchased a new stake in Performance Food Group Company (NYSE:PFGC – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 184,461 shares... More of this article »
Image for iShares MSCI EAFE Value ETF $EFV Shares Bought by Fifth Third Wealth Advisors LLC

iShares MSCI EAFE Value ETF $EFV Shares Bought by Fifth Third Wealth Advisors LLC

Fifth Third Wealth Advisors LLC lifted its stake in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 28.8% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for COPT Defense Properties $CDP Shares Acquired by Rockefeller Capital Management L.P.

COPT Defense Properties $CDP Shares Acquired by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. increased its position in shares of COPT Defense Properties (NYSE:CDP – Free Report) by 15,030.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »