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Frontier Asset Management LLC Takes $1.80 Million Position in iShares U.S. Small Cap Equity Factor ETF $SMLF
Frontier Asset Management LLC purchased a new position in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Burnham Holdings Inc. (OTCMKTS:BURCA) Sees Large Decrease in Short Interest
Burnham Holdings Inc. (OTCMKTS:BURCA – Get Free Report) saw a large drop in short interest in the month of June. As of June 30th, there was short interest totaling 162 shares, a drop of 36.5% from the June 15th total of 255... More of this article »
Financiere des Professionnels Fonds d investissement inc. Makes New $2.24 Million Investment in Apollo Global Management Inc. $APO
Financiere des Professionnels Fonds d investissement inc. acquired a new stake in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) during the first quarter, according to its most recent 13F filing with the Securities... More of this article »
Independent Financial Group LLC Makes New Investment in Fidelity Enhanced Mid Cap ETF $FMDE
Independent Financial Group LLC purchased a new position in shares of Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Independent Financial Group LLC Invests $3.09 Million in Vanguard Mid-Cap ETF $VO
Independent Financial Group LLC bought a new stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Clifford Swan Investment Counsel LLC Boosts Holdings in UnitedHealth Group Incorporated $UNH
Clifford Swan Investment Counsel LLC raised its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.3% during the first quarter, according to the company in its most recent disclosure with the... More of this article »
Future Fund LLC Purchases 9,894 Shares of e.l.f. Beauty $ELF
Future Fund LLC boosted its position in e.l.f. Beauty (NYSE:ELF – Free Report) by 66.1% during the 1st quarter, HoldingsChannel reports. The firm owned 24,868 shares of the company’s stock after purchasing an additional... More of this article »
Shopify Inc. $SHOP Shares Acquired by Gryphon Financial Partners LLC
Gryphon Financial Partners LLC lifted its position in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 3.5% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 152,807... More of this article »
Illinois Municipal Retirement Fund Lowers Position in MetLife, Inc. $MET
Illinois Municipal Retirement Fund lessened its holdings in shares of MetLife, Inc. (NYSE:MET – Free Report) by 14.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Rollins, Inc. $ROL Stake Increased by Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund grew its holdings in Rollins, Inc. (NYSE:ROL – Free Report) by 10.5% in the first quarter, Holdings Channel.com reports. The firm owned 138,490 shares of the business services provider’s... More of this article »
Illinois Municipal Retirement Fund Grows Stock Holdings in Primoris Services Corporation $PRIM
Illinois Municipal Retirement Fund lifted its stake in shares of Primoris Services Corporation (NYSE:PRIM – Free Report) by 403.4% during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Target Corporation $TGT Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC decreased its position in shares of Target Corporation (NYSE:TGT – Free Report) by 4.7% in the 1st quarter, HoldingsChannel.com reports. The fund owned 112,069 shares of the retailer’s stock... More of this article »
Vanguard FTSE All-World ex-US Small-Cap ETF $VSS Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC lessened its holdings in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 4.5% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Illinois Municipal Retirement Fund Increases Position in Roku, Inc. $ROKU
Illinois Municipal Retirement Fund increased its holdings in Roku, Inc. (NASDAQ:ROKU – Free Report) by 28.9% in the first quarter, HoldingsChannel.com reports. The firm owned 61,406 shares of the company’s stock after... More of this article »
Illinois Municipal Retirement Fund Acquires 6,835 Shares of Henry Schein, Inc. $HSIC
Illinois Municipal Retirement Fund raised its holdings in Henry Schein, Inc. (NASDAQ:HSIC – Free Report) by 6.5% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Mondi Plc Uns (OTCMKTS:MONDY) Shares Gap Up – Still a Buy?
Mondi Plc Uns (OTCMKTS:MONDY – Get Free Report)’s stock price gapped up prior to trading on Thursday . The stock had previously closed at $18.88, but opened at $19.63. Mondi Plc Uns shares last traded at $19.63, with a... More of this article »
Sanctuary Advisors LLC Acquires 6,112 Shares of iShares Biotechnology ETF $IBB
Sanctuary Advisors LLC raised its holdings in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 15.4% during the first quarter, according to its most recent filing with the SEC. The firm owned 45,881 shares of... More of this article »
iShares 1-3 Year Treasury Bond ETF $SHY Shares Sold by Sanctuary Advisors LLC
Sanctuary Advisors LLC lessened its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 9.1% in the 1st quarter, Holdings Channel.com reports. The firm owned 90,453 shares of the company’s stock... More of this article »
Lumentum Holdings Inc. $LITE Shares Purchased by Sanctuary Advisors LLC
Sanctuary Advisors LLC grew its position in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 89.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Morling Financial Advisors LLC Makes New $18.68 Million Investment in Vanguard Intermediate-Term Treasury ETF $VGIT
Morling Financial Advisors LLC purchased a new stake in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) during the first quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
Modera Wealth Management LLC Sells 159,497 Shares of iShares MSCI EAFE Value ETF $EFV
Modera Wealth Management LLC reduced its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 10.7% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 1,335,086 shares of the... More of this article »
Townsend Asset Management Corp NC ADV Has $4.10 Million Stock Holdings in Goldman Sachs S&P 500 Core Premium Income ETF $GPIX
Townsend Asset Management Corp NC ADV lifted its holdings in Goldman Sachs S&P 500 Core Premium Income ETF (NASDAQ:GPIX – Free Report) by 354.7% in the first quarter, according to its most recent disclosure with the Securities... More of this article »
Modera Wealth Management LLC Lowers Stock Holdings in BlackRock $BLK
Modera Wealth Management LLC lessened its stake in BlackRock (NYSE:BLK – Free Report) by 2.1% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 55,861... More of this article »
Dimensional U.S. Equity ETF $DFUS Shares Sold by Modera Wealth Management LLC
Modera Wealth Management LLC lowered its holdings in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 4.1% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Financiere des Professionnels Fonds d investissement inc. Purchases New Position in ADMA Biologics Inc $ADMA
Financiere des Professionnels Fonds d investissement inc. purchased a new stake in ADMA Biologics Inc (NASDAQ:ADMA – Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
57,057 Shares in Invesco S&P International Developed Momentum ETF $IDMO Acquired by Independent Financial Group LLC
Independent Financial Group LLC acquired a new stake in shares of Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) during the 1st quarter, according to the company in its most recent disclosure... More of this article »
16,682 Shares in Bloom Energy Corporation $BE Purchased by SteelPeak Wealth LLC
SteelPeak Wealth LLC bought a new position in Bloom Energy Corporation (NYSE:BE – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 16,682 shares of the company’s... More of this article »
Independent Financial Group LLC Invests $4.40 Million in Grayscale Digital Large Cap Fund LLC $GDLC
Independent Financial Group LLC acquired a new stake in Grayscale Digital Large Cap Fund LLC (OTCMKTS:GDLC – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired... More of this article »
Vanguard Multi-Sector Income Bond ETF (BATS:VGMS) Short Interest Up 97.0% in June
Vanguard Multi-Sector Income Bond ETF (BATS:VGMS – Get Free Report) was the recipient of a large increase in short interest during the month of June. As of June 30th, there was short interest totaling 26,764 shares, an increase... More of this article »
Prosperity Consulting Group LLC Boosts Position in Thomson Reuters Corp $TRI
Prosperity Consulting Group LLC boosted its stake in shares of Thomson Reuters Corp (NASDAQ:TRI – Free Report) by 469.2% in the first quarter, HoldingsChannel reports. The institutional investor owned 27,357 shares of the company’s... More of this article »
Qorvo, Inc. $QRVO Shares Bought by Illinois Municipal Retirement Fund
Illinois Municipal Retirement Fund grew its holdings in shares of Qorvo, Inc. (NASDAQ:QRVO – Free Report) by 13.8% during the first quarter, Holdings Channel.com reports. The firm owned 109,444 shares of the semiconductor company’s... More of this article »
Illinois Municipal Retirement Fund Raises Stake in HCA Healthcare, Inc. $HCA
Illinois Municipal Retirement Fund lifted its stake in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 26.4% in the 1st quarter, Holdings Channel reports. The firm owned 16,771 shares of the company’s stock after purchasing... More of this article »
Bessemer Group Inc. Raises Stock Position in Intel Corporation $INTC
Bessemer Group Inc. boosted its stake in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 2,280.6% in the first quarter, HoldingsChannel.com reports. The fund owned 2,478,020 shares of the chip maker’s stock... More of this article »
Travelers Companies Q2 Earnings Call Highlights
Travelers Companies (NYSE:TRV) reported what executives described as an “excellent” second quarter of 2026, supported by strong underwriting results across all three business segments, higher investment income and favorable reserve... More of this article »
9,232 Shares in D.R. Horton, Inc. $DHI Acquired by Aware Super Pty Ltd as trustee of Aware Super
Aware Super Pty Ltd as trustee of Aware Super bought a new stake in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) in the 1st quarter, HoldingsChannel reports. The firm bought 9,232 shares of the construction company’s... More of this article »
Sanctuary Advisors LLC Acquires 29,581 Shares of Novo Nordisk A/S $NVO
Sanctuary Advisors LLC increased its holdings in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 14.1% during the first quarter, Holdings Channel reports. The fund owned 239,948 shares of the company’s stock after... More of this article »
California Public Employees Retirement System Grows Holdings in T-Mobile US, Inc. $TMUS
California Public Employees Retirement System grew its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 15.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Principal Financial Group Inc. Trims Stake in Ciena Corporation $CIEN
Principal Financial Group Inc. reduced its holdings in Ciena Corporation (NYSE:CIEN – Free Report) by 48.3% during the first quarter, Holdings Channel.com reports. The fund owned 156,922 shares of the communications equipment... More of this article »
Principal Financial Group Inc. Sells 54,069 Shares of Nextpower Inc. $NXT
Principal Financial Group Inc. decreased its holdings in shares of Nextpower Inc. (NASDAQ:NXT – Free Report) by 10.7% during the first quarter, according to its most recent filing with the SEC. The firm owned 450,375 shares... More of this article »
Principal Financial Group Inc. Grows Stock Holdings in Ford Motor Company $F
Principal Financial Group Inc. boosted its stake in Ford Motor Company (NYSE:F – Free Report) by 4.9% during the 1st quarter, HoldingsChannel.com reports. The fund owned 4,656,595 shares of the auto manufacturer’s stock... More of this article »
MasTec, Inc. $MTZ Shares Sold by Principal Financial Group Inc.
Principal Financial Group Inc. reduced its position in MasTec, Inc. (NYSE:MTZ – Free Report) by 8.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Spyglass Pharma (SGP) vs. The Competition Financial Contrast
Spyglass Pharma (NASDAQ:SGP – Get Free Report) is one of 27 public companies in the “Surgical, Medical, And Dental Instruments And Supplies” industry, but how does it contrast to its peers? We will compare Spyglass... More of this article »
SPDR Gold Shares $GLD Shares Bought by Arcus Capital Partners LLC
Arcus Capital Partners LLC boosted its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 90.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
247,090 Shares in Veralto Corporation $VLTO Purchased by Copeland Capital Management LLC
Copeland Capital Management LLC bought a new stake in Veralto Corporation (NYSE:VLTO – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 247,090... More of this article »
Cornerstone Planning Group LLC Boosts Holdings in iShares National Muni Bond ETF $MUB
Cornerstone Planning Group LLC lifted its holdings in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 24.1% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Centennial Bank AR Has $2.92 Million Holdings in iShares National Muni Bond ETF $MUB
Centennial Bank AR raised its stake in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 24.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »-logo-1200x675.png){kind=logo}
Copeland Capital Management LLC Sells 60,248 Shares of Home BancShares, Inc. $HOMB
Copeland Capital Management LLC trimmed its holdings in shares of Home BancShares, Inc. (NYSE:HOMB – Free Report) by 2.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Dorsey Wright & Associates Boosts Stock Position in General Motors Company $GM
Dorsey Wright & Associates grew its stake in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 352.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »