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WealthPLAN Partners LLC Raises Stock Holdings in State Street SPDR Portfolio S&P 500 ETF $SPYM
WealthPLAN Partners LLC boosted its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 31.4% during the first quarter, Holdings Channel.com reports. The firm owned 67,180 shares... More of this article »
ioneer (NASDAQ:IONR) VP Kenneth Coon Sells 113,899 Shares
ioneer Ltd (NASDAQ:IONR – Get Free Report) VP Kenneth Coon sold 113,899 shares of the business’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $0.11, for a total value of $12,528.89.... More of this article »
WealthPLAN Partners LLC Sells 10,017 Shares of Graco Inc. $GGG
WealthPLAN Partners LLC reduced its stake in shares of Graco Inc. (NYSE:GGG – Free Report) by 28.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 24,784 shares of the industrial products company’s... More of this article »
iShares MSCI Eurozone ETF $EZU Shares Acquired by Lmcg Investments LLC
Lmcg Investments LLC lifted its holdings in shares of iShares MSCI Eurozone ETF (BATS:EZU – Free Report) by 31.1% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
United Asset Strategies Inc. Acquires 5,205 Shares of The Clorox Company $CLX
United Asset Strategies Inc. raised its stake in shares of The Clorox Company (NYSE:CLX – Free Report) by 243.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Nutex Health Inc. (NASDAQ:NUTX) Receives $243.33 Consensus Price Target from Analysts
Shares of Nutex Health Inc. (NASDAQ:NUTX – Get Free Report) have been given a consensus rating of “Moderate Buy” by the five brokerages that are presently covering the firm, MarketBeat reports. Two analysts have... More of this article »
Analysts Set AEVEX Corp. (NYSE:AVEX) PT at $35.62
Shares of AEVEX Corp. (NYSE:AVEX – Get Free Report) have been given an average recommendation of “Moderate Buy” by the ten brokerages that are currently covering the firm, MarketBeat Ratings reports. One investment... More of this article »
Paylocity (PCTY) – Analysts’ Weekly Ratings Updates
Several brokerages have updated their recommendations and price targets on shares of Paylocity (NASDAQ: PCTY) in the last few weeks: 7/4/2026 – Paylocity was downgraded by Wall Street Zen from “buy” to “hold”. 6/29/2026... More of this article »
Kiley Juergens Wealth Management LLC Takes $301,000 Position in Micron Technology, Inc. $MU
Kiley Juergens Wealth Management LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Saxon Interests Inc. Has $711,000 Stake in American Express Company $AXP
Saxon Interests Inc. reduced its stake in American Express Company (NYSE:AXP – Free Report) by 50.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
United Rentals, Inc. $URI Shares Sold by Montag A & Associates Inc.
Montag A & Associates Inc. lowered its stake in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 33.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Burney Co. Decreases Stake in O’Reilly Automotive, Inc. $ORLY
Burney Co. decreased its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 39.0% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 38,076 shares of the specialty... More of this article »
WealthPLAN Partners LLC Cuts Stock Position in Palantir Technologies Inc. $PLTR
WealthPLAN Partners LLC cut its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 53.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
WhiteHawk Income (NYSE:WHK) Hits New 1-Year High – Here’s Why
WhiteHawk Income Corp. (NYSE:WHK – Get Free Report) reached a new 52-week high during trading on Monday . The company traded as high as $28.60 and last traded at $26.88, with a volume of 138701 shares. The stock had previously... More of this article »
APi Group Corporation (NYSE:APG) Receives $52.14 Consensus Price Target from Analysts
Shares of APi Group Corporation (NYSE:APG – Get Free Report) have been given an average recommendation of “Moderate Buy” by the nine brokerages that are currently covering the firm, Marketbeat Ratings reports. Two... More of this article »
United Asset Strategies Inc. Buys New Shares in Airbnb, Inc. $ABNB
United Asset Strategies Inc. bought a new position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) during the first quarter, HoldingsChannel reports. The firm bought 7,646 shares of the company’s stock, valued at... More of this article »
Swedbank AB Increases Holdings in Ralph Lauren Corporation $RL
Swedbank AB lifted its holdings in shares of Ralph Lauren Corporation (NYSE:RL – Free Report) by 20.0% during the first quarter, HoldingsChannel reports. The firm owned 150,000 shares of the textile maker’s stock after... More of this article »
4,530 Shares in Amphenol Corporation $APH Acquired by United Asset Strategies Inc.
United Asset Strategies Inc. bought a new stake in Amphenol Corporation (NYSE:APH – Free Report) during the first quarter, Holdings Channel.com reports. The firm bought 4,530 shares of the electronics maker’s stock, valued... More of this article »
Duncker Streett & Co. Inc. Grows Stock Holdings in W.W. Grainger, Inc. $GWW
Duncker Streett & Co. Inc. grew its position in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 154.3% in the 1st quarter, HoldingsChannel reports. The firm owned 712 shares of the industrial products company’s... More of this article »
Whittier Trust Co. Reduces Stake in IQVIA Holdings Inc. $IQV
Whittier Trust Co. reduced its stake in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 40.0% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Whittier Trust Co. Sells 57,867 Shares of Chipotle Mexican Grill, Inc. $CMG
Whittier Trust Co. decreased its position in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 48.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Private Advisor Group LLC Increases Holdings in Harbor Dividend Growth Leaders ETF $GDIV
Private Advisor Group LLC boosted its stake in Harbor Dividend Growth Leaders ETF (NYSEARCA:GDIV – Free Report) by 13.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Y Intercept Hong Kong Ltd Grows Holdings in Monarch Casino & Resort, Inc. $MCRI
Y Intercept Hong Kong Ltd raised its stake in Monarch Casino & Resort, Inc. (NASDAQ:MCRI – Free Report) by 56.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Brokerages Set Zillow Group, Inc. (NASDAQ:ZG) Target Price at $69.43
Shares of Zillow Group, Inc. (NASDAQ:ZG – Get Free Report) have been assigned an average rating of “Hold” from the twenty-six research firms that are currently covering the company, Marketbeat.com reports. One analyst... More of this article »
SG Americas Securities LLC Has $533,000 Stock Holdings in Wingstop Inc. $WING
SG Americas Securities LLC reduced its position in Wingstop Inc. (NASDAQ:WING – Free Report) by 91.7% in the 1st quarter, Holdings Channel reports. The institutional investor owned 3,439 shares of the restaurant operator’s... More of this article »
SG Americas Securities LLC Decreases Position in Albany International Corporation $AIN
SG Americas Securities LLC lessened its stake in Albany International Corporation (NYSE:AIN – Free Report) by 63.5% during the first quarter, HoldingsChannel reports. The firm owned 11,565 shares of the textile maker’s... More of this article »
Louisiana State Employees Retirement System Acquires New Stake in Stanley Black & Decker, Inc. $SWK
Louisiana State Employees Retirement System bought a new position in Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) in the first quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Meta Platforms, Inc. $META Shares Sold by Seamount Financial Group Inc.
Seamount Financial Group Inc. decreased its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 57.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Swedbank AB Purchases 22,555 Shares of NextEra Energy, Inc. $NEE
Swedbank AB lifted its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Burney Co. Makes New $4.10 Million Investment in First Horizon Corporation $FHN
Burney Co. acquired a new position in shares of First Horizon Corporation (NYSE:FHN – Free Report) in the 1st quarter, Holdings Channel reports. The fund acquired 179,953 shares of the financial services provider’s stock,... More of this article »
Burney Co. Sells 16,444 Shares of Visa Inc. $V
Burney Co. reduced its stake in Visa Inc. (NYSE:V – Free Report) by 45.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 19,480 shares of the credit-card processor’s stock after selling 16,444 shares... More of this article »
Elevation Point Wealth Partners LLC Acquires New Holdings in Dollar Tree, Inc. $DLTR
Elevation Point Wealth Partners LLC bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor bought 5,616 shares of the company’s... More of this article »
VanEck Morningstar Wide Moat ETF $MOAT Position Reduced by Integrated Advisors Network LLC
Integrated Advisors Network LLC reduced its stake in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 26.1% in the 1st quarter, Holdings Channel.com reports. The fund owned 31,308 shares of the company’s... More of this article »
nVent Electric PLC $NVT Shares Purchased by HB Wealth Management LLC
HB Wealth Management LLC lifted its stake in nVent Electric PLC (NYSE:NVT – Free Report) by 42.7% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,851 shares... More of this article »
Louisiana State Employees Retirement System Acquires New Position in Hope Bancorp, Inc. $HOPE
Louisiana State Employees Retirement System acquired a new stake in shares of Hope Bancorp, Inc. (NASDAQ:HOPE – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Cvfg LLC Takes $4.01 Million Position in Tutor Perini Corporation $TPC
Cvfg LLC bought a new position in shares of Tutor Perini Corporation (NYSE:TPC – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Cvfg LLC Takes $4.16 Million Position in Hecla Mining Company $HL
Cvfg LLC bought a new position in Hecla Mining Company (NYSE:HL – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 223,012 shares of the... More of this article »
Jericho Financial LLP Buys 4,288 Shares of Salesforce Inc. $CRM
Jericho Financial LLP lifted its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 23.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Elevation Point Wealth Partners LLC Purchases Shares of 5,717 SharkNinja, Inc. $SN
Elevation Point Wealth Partners LLC purchased a new position in SharkNinja, Inc. (NYSE:SN – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Revvity Inc. $RVTY Shares Sold by Hsbc Holdings PLC
Hsbc Holdings PLC cut its position in Revvity Inc. (NYSE:RVTY – Free Report) by 26.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 184,648 shares of... More of this article »
Private Advisor Group LLC Sells 28,854 Shares of Invesco S&P MidCap 400 GARP ETF $GRPM
Private Advisor Group LLC decreased its position in shares of Invesco S&P MidCap 400 GARP ETF (NYSEARCA:GRPM – Free Report) by 38.9% during the first quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
World Investment Advisors Makes New Investment in Neuberger Berman Commodity Strategy ETF $NBCM
World Investment Advisors purchased a new position in Neuberger Berman Commodity Strategy ETF (NYSEARCA:NBCM – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Praxis Investment Management Inc. Sells 1,762 Shares of Humana Inc. $HUM
Praxis Investment Management Inc. reduced its position in shares of Humana Inc. (NYSE:HUM – Free Report) by 52.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Flatrock Wealth Partners LLC Takes Position in Schwab U.S. REIT ETF $SCHH
Flatrock Wealth Partners LLC bought a new position in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Brazilian Electric Power (NYSE:AXIA) Director De Lima Filho Pedro Batista Sells 255,800 Shares
Brazilian Electric Power Co (NYSE:AXIA – Get Free Report) Director De Lima Filho Pedro Batista sold 255,800 shares of the company’s stock in a transaction on Friday, July 3rd. The shares were sold at an average price of... More of this article »
iShares U.S. Healthcare ETF (NYSEARCA:IYH) Sets New 12-Month High – What’s Next?
iShares U.S. Healthcare ETF (NYSEARCA:IYH – Get Free Report) shares hit a new 52-week high on Wednesday . The stock traded as high as $69.93 and last traded at $69.57, with a volume of 582321 shares. The stock had previously... More of this article »
First Trust Large Cap Value AlphaDEX Fund (NASDAQ:FTA) Reaches New 12-Month High – Time to Buy?
First Trust Large Cap Value AlphaDEX Fund (NASDAQ:FTA – Get Free Report)’s stock price hit a new 52-week high on Wednesday . The company traded as high as $99.32 and last traded at $98.63, with a volume of 56261 shares... More of this article »
World Investment Advisors Has $1.46 Million Stock Position in Comfort Systems USA, Inc. $FIX
World Investment Advisors lessened its position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 37.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 1,062 shares of the construction... More of this article »