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Fifth Third Wealth Advisors LLC Buys 9,836 Shares of Visa Inc. $V
Fifth Third Wealth Advisors LLC increased its position in Visa Inc. (NYSE:V – Free Report) by 22.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Monte Rosa Therapeutics (NASDAQ:GLUE) Insider Sharon Townson Sells 3,000 Shares
Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE – Get Free Report) insider Sharon Townson sold 3,000 shares of the stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $20.00, for a total value... More of this article »
First American Bank Invests $525,000 in JPMorgan Core Plus Bond ETF $JCPB
First American Bank acquired a new position in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) during the first quarter, Holdings Channel reports. The firm acquired 11,148 shares of the company’s stock, valued at... More of this article »
Strategy Shares Gold Enhanced Yield ETF $GOLY Shares Sold by Urban Wealth Management LLC
Urban Wealth Management LLC lowered its stake in Strategy Shares Gold Enhanced Yield ETF (BATS:GOLY – Free Report) by 35.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Silver Oak Securities Incorporated Raises Holdings in Vanguard Large-Cap ETF $VV
Silver Oak Securities Incorporated lifted its stake in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 363.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Foster & Motley Inc. Acquires 7,224 Shares of Target Corporation $TGT
Foster & Motley Inc. boosted its holdings in Target Corporation (NYSE:TGT – Free Report) by 24.5% in the first quarter, Holdings Channel.com reports. The institutional investor owned 36,675 shares of the retailer’s... More of this article »
Foster & Motley Inc. Sells 9,761 Shares of PACCAR Inc. $PCAR
Foster & Motley Inc. reduced its stake in PACCAR Inc. (NASDAQ:PCAR – Free Report) by 13.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Schwab U.S. TIPS ETF $SCHP is Financial Architects LLC’s Largest Position
Financial Architects LLC lifted its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 6.1% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 1,521,680 shares of the... More of this article »
Morton Brown Family Wealth LLC Increases Stake in Avantis U.S. Small Cap Value ETF $AVUV
Morton Brown Family Wealth LLC lifted its position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 3.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Independent Wealth Network Inc. Makes New $1.56 Million Investment in First Trust Structured Credit Income Opportunities ETF $SCIO
Independent Wealth Network Inc. purchased a new stake in shares of First Trust Structured Credit Income Opportunities ETF (NYSEARCA:SCIO – Free Report) during the first quarter, according to its most recent Form 13F filing with... More of this article »
Independent Wealth Network Inc. Raises Stock Position in Invesco S&P MidCap Momentum ETF $XMMO
Independent Wealth Network Inc. boosted its stake in shares of Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 52.5% in the first quarter, according to its most recent disclosure with the SEC. The firm... More of this article »
Independent Wealth Network Inc. Lowers Position in SPDR Portfolio S&P 500 Value ETF $SPYV
Independent Wealth Network Inc. decreased its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 40.3% in the 1st quarter, according to its most recent filing with the Securities & Exchange... More of this article »
SPDR Gold Shares $GLD Stake Decreased by WealthNavi Inc.
WealthNavi Inc. lowered its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 21.3% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 517,765 shares of the... More of this article »
1,551 Shares in Sandisk Corporation $SNDK Purchased by Trust Asset Management LLC
Trust Asset Management LLC purchased a new stake in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased... More of this article »
WealthNavi Inc. Has $3.17 Billion Stake in Vanguard FTSE Developed Markets ETF $VEA
WealthNavi Inc. lessened its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Presilium Private Wealth LLC Boosts Position in Vanguard Growth ETF $VUG
Presilium Private Wealth LLC boosted its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 12.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Invesco RAFI Developed Markets ex-U.S. ETF $PXF Shares Acquired by Maltin Wealth Management Inc.
Maltin Wealth Management Inc. boosted its holdings in shares of Invesco RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF – Free Report) by 54.5% in the 1st quarter, according to the company in its most recent 13F filing with... More of this article »
Triangle Securities Wealth Management Acquires 41,824 Shares of Dimensional US Small Cap Value ETF $DFSV
Triangle Securities Wealth Management increased its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 449.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Kercheville Advisors LLC Trims Stock Position in Tesla, Inc. $TSLA
Kercheville Advisors LLC decreased its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 13.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
NVIDIA Corporation $NVDA Stock Position Lifted by Vaughan Nelson Investment Management L.P.
Vaughan Nelson Investment Management L.P. boosted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 11.6% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Meyer Handelman Co. Sells 7,510 Shares of Duke Energy Corporation $DUK
Meyer Handelman Co. trimmed its holdings in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 11.9% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 55,830 shares of the utilities... More of this article »
Head-To-Head Contrast: Joint Stock Company Kaspi.kz (NASDAQ:KSPI) vs. Visa (NYSE:V)
Joint Stock Company Kaspi.kz (NASDAQ:KSPI – Get Free Report) and Visa (NYSE:V – Get Free Report) are both large-cap business services companies, but which is the superior business? We will compare the two businesses based... More of this article »
Hsbc Holdings PLC Trims Stock Position in Molson Coors Beverage Company $TAP
Hsbc Holdings PLC trimmed its position in Molson Coors Beverage Company (NYSE:TAP – Free Report) by 53.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 221,610 shares of the company’s stock after... More of this article »-logo-1200x675.png){kind=logo}
Hennes & Mauritz AB (OTCMKTS:HNNMY) Receives Average Recommendation of “Reduce” from Analysts
Hennes & Mauritz AB (OTCMKTS:HNNMY – Get Free Report) has been given a consensus recommendation of “Reduce” by the eight research firms that are presently covering the company, MarketBeat reports. Three analysts... More of this article »
Rockefeller Capital Management L.P. Lowers Position in MP Materials Corp. $MP
Rockefeller Capital Management L.P. trimmed its position in shares of MP Materials Corp. (NYSE:MP – Free Report) by 31.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
2,655 Shares in Cardinal Health, Inc. $CAH Acquired by Fairvoy Private Wealth LLC
Fairvoy Private Wealth LLC bought a new position in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) during the first quarter, Holdings Channel reports. The fund bought 2,655 shares of the company’s stock, valued... More of this article »
Live Oak Bancshares (NYSE:LOB) Director William Williams III Sells 8,400 Shares of Stock
Live Oak Bancshares, Inc. (NYSE:LOB – Get Free Report) Director William Williams III sold 8,400 shares of the company’s stock in a transaction dated Wednesday, June 24th. The shares were sold at an average price of $40.05,... More of this article »
Meyer Handelman Co. Decreases Stake in MetLife, Inc. $MET
Meyer Handelman Co. lowered its stake in shares of MetLife, Inc. (NYSE:MET – Free Report) by 18.8% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 27,635 shares of the financial services... More of this article »
Old National Bancorp $ONB is OLD National Bancorp IN’s Largest Position
OLD National Bancorp IN lowered its stake in shares of Old National Bancorp (NASDAQ:ONB – Free Report) by 4.4% during the 1st quarter, HoldingsChannel.com reports. The firm owned 42,722,736 shares of the bank’s stock after... More of this article »-logo-1200x675.gif){kind=logo}
Penbrook Management LLC Sells 21,400 Shares of First BanCorp. $FBP
Penbrook Management LLC trimmed its holdings in shares of First BanCorp. (NYSE:FBP – Free Report) by 47.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Main Line Retirement Advisors LLC Buys New Shares in Capital Group Municipal High-Income ETF $CGHM
Main Line Retirement Advisors LLC bought a new position in Capital Group Municipal High-Income ETF (NYSEARCA:CGHM – Free Report) during the first quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Primerica, Inc. $PRI Shares Sold by Ritholtz Wealth Management
Ritholtz Wealth Management lowered its stake in shares of Primerica, Inc. (NYSE:PRI – Free Report) by 16.5% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 13,799 shares of the financial... More of this article »
Cerebras Systems (NASDAQ:CBRS) Hits New 1-Year Low – Here’s What Happened
Cerebras Systems Inc. (NASDAQ:CBRS – Get Free Report)’s share price reached a new 52-week low on Wednesday . The stock traded as low as $192.15 and last traded at $196.0350, with a volume of 4457010 shares traded. The stock... More of this article »
Independent Wealth Network Inc. Acquires 51,511 Shares of JPMorgan Ultra-Short Income ETF $JPST
Independent Wealth Network Inc. grew its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 26.0% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 249,917... More of this article »
Ritholtz Wealth Management Raises Position in The Walt Disney Company $DIS
Ritholtz Wealth Management boosted its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 62.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 47,484 shares... More of this article »
OP Asset Management Ltd Takes $5.75 Million Position in MYR Group, Inc. $MYRG
OP Asset Management Ltd bought a new stake in MYR Group, Inc. (NASDAQ:MYRG – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
RFG Advisory LLC Sells 6,697 Shares of GE Aerospace $GE
RFG Advisory LLC lessened its holdings in GE Aerospace (NYSE:GE – Free Report) by 37.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned... More of this article »
iShares Core MSCI EAFE ETF $IEFA Shares Bought by RFG Advisory LLC
RFG Advisory LLC lifted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 106.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
OP Asset Management Ltd Purchases New Shares in Cheniere Energy, Inc. $LNG
OP Asset Management Ltd acquired a new stake in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 22,259 shares of... More of this article »
OP Asset Management Ltd Invests $6.47 Million in Coinbase Global, Inc. $COIN
OP Asset Management Ltd bought a new stake in Coinbase Global, Inc. (NASDAQ:COIN – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
OP Asset Management Ltd Acquires New Shares in Air Products and Chemicals, Inc. $APD
OP Asset Management Ltd bought a new stake in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Assenagon Asset Management S.A. Has $71.32 Million Stock Position in Madison Square Garden Entertainment Corp. $MSGE
Assenagon Asset Management S.A. boosted its position in Madison Square Garden Entertainment Corp. (NYSE:MSGE – Free Report) by 13.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the... More of this article »
OLD National Bancorp IN Sells 5,247 Shares of iShares Core S&P Small-Cap ETF $IJR
OLD National Bancorp IN trimmed its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 5.9% in the 1st quarter, Holdings Channel.com reports. The fund owned 83,082 shares of the exchange traded fund’s... More of this article »
Maseco LLP Buys Shares of 1,292,915 Avantis Responsible U.S. Equity ETF $AVSU
Maseco LLP bought a new position in shares of Avantis Responsible U.S. Equity ETF (NYSEARCA:AVSU – Free Report) during the first quarter, HoldingsChannel reports. The fund bought 1,292,915 shares of the company’s stock,... More of this article »
Decker Retirement Planning Inc. Takes Position in Viavi Solutions Inc. $VIAV
Decker Retirement Planning Inc. bought a new position in Viavi Solutions Inc. (NASDAQ:VIAV – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 112,424 shares... More of this article »
Metropolitan Bank (NYSE:MCB) Sets New 52-Week High – What’s Next?
Metropolitan Bank Holding Corp. (NYSE:MCB – Get Free Report)’s stock price hit a new 52-week high during mid-day trading on Wednesday . The company traded as high as $97.97 and last traded at $98.33, with a volume of 4729... More of this article »
Fairvoy Private Wealth LLC Decreases Stock Holdings in Uber Technologies, Inc. $UBER
Fairvoy Private Wealth LLC lowered its stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 31.5% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 43,028 shares of the ride-sharing... More of this article »
Citizens Bancshares Corp. (OTCMKTS:CZBS) Short Interest Update
Citizens Bancshares Corp. (OTCMKTS:CZBS – Get Free Report) saw a large decline in short interest in June. As of June 15th, there was short interest totaling 31 shares, a decline of 80.1% from the May 31st total of 156 shares.... More of this article »