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Vanguard Core Bond ETF $VCRB Stock Holdings Decreased by Smithbridge Asset Management Inc. DE
Smithbridge Asset Management Inc. DE trimmed its holdings in Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) by 46.2% in the 1st quarter, HoldingsChannel reports. The firm owned 285,481 shares of the company’s stock... More of this article »
TKG Advisors LLC Sells 7,052 Shares of Packaging Corporation of America $PKG
TKG Advisors LLC reduced its stake in Packaging Corporation of America (NYSE:PKG – Free Report) by 55.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,564 shares... More of this article »
TSG Advice Partners LLC Acquires 4,508 Shares of Gilead Sciences, Inc. $GILD
TSG Advice Partners LLC boosted its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 275.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares Russell 2000 ETF $IWM Shares Sold by TSG Advice Partners LLC
TSG Advice Partners LLC lowered its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 74.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
WD Rutherford LLC Invests $1.69 Million in Otis Worldwide Corporation $OTIS
WD Rutherford LLC bought a new position in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 21,965 shares... More of this article »
Pictet Asset Management Holding SA Buys 67,886 Shares of Celsius Holdings Inc. $CELH
Pictet Asset Management Holding SA increased its stake in shares of Celsius Holdings Inc. (NASDAQ:CELH – Free Report) by 11.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Pictet Asset Management Holding SA Decreases Stake in On Holding AG $ONON
Pictet Asset Management Holding SA lessened its stake in On Holding AG (NYSE:ONON – Free Report) by 3.3% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Schwab International Equity ETF $SCHF is Jacobsen Capital Management’s 6th Largest Position
Jacobsen Capital Management lessened its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 7.9% during the first quarter, according to the company in its most recent filing with the Securities &... More of this article »
Vertrix Wealth Management LLC Takes $4.90 Million Position in Duke Energy Corporation $DUK
Vertrix Wealth Management LLC purchased a new position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Vertrix Wealth Management LLC Takes Position in Starbucks Corporation $SBUX
Vertrix Wealth Management LLC purchased a new position in Starbucks Corporation (NASDAQ:SBUX – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
USS Investment Management Ltd Grows Stake in Realty Income Corporation $O
USS Investment Management Ltd grew its stake in shares of Realty Income Corporation (NYSE:O – Free Report) by 5.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
NavPoint Financial Inc. Has $2.76 Million Stock Position in iShares Bitcoin Trust ETF $IBIT
NavPoint Financial Inc. increased its stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 31.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 71,946 shares... More of this article »
KPP Advisory Services LLC Lowers Stock Position in Citigroup Inc. $C
KPP Advisory Services LLC cut its position in Citigroup Inc. (NYSE:C – Free Report) by 32.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Kropog Financial Group LLC Takes Position in Vanguard S&P Small-Cap 600 ETF $VIOO
Kropog Financial Group LLC purchased a new stake in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Pzena Investment Management LLC Has $163.96 Million Stock Holdings in Newell Brands Inc. $NWL
Pzena Investment Management LLC lowered its stake in Newell Brands Inc. (NASDAQ:NWL – Free Report) by 4.4% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 47,802,935... More of this article »
Meta Platforms, Inc. $META is Union Bancaire Privee UBP SA’s 10th Largest Position
Union Bancaire Privee UBP SA lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 275,337... More of this article »
Physician Wealth Advisors Inc. Has $11.74 Million Stock Position in Invesco S&P 500 Momentum ETF $SPMO
Physician Wealth Advisors Inc. grew its holdings in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 5.7% during the first quarter, Holdings Channel reports. The firm owned 104,690 shares of the company’s... More of this article »
USS Investment Management Ltd Purchases 2,218 Shares of CME Group Inc. $CME
USS Investment Management Ltd lifted its position in CME Group Inc. (NASDAQ:CME – Free Report) by 3.7% in the first quarter, Holdings Channel.com reports. The firm owned 62,117 shares of the financial services provider’s... More of this article »
SiBone $SIBN Shares Bought by Peregrine Capital Management LLC
Peregrine Capital Management LLC lifted its holdings in SiBone (NASDAQ:SIBN – Free Report) by 13.0% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 428,061... More of this article »
Comparing InnovAge (NASDAQ:INNV) & Getinge (OTCMKTS:GNGBY)
Getinge (OTCMKTS:GNGBY – Get Free Report) and InnovAge (NASDAQ:INNV – Get Free Report) are both medical companies, but which is the superior investment? We will contrast the two businesses based on the strength of their... More of this article »
Patriot Financial Group Insurance Agency LLC Makes New Investment in Royal Caribbean Cruises Ltd. $RCL
Patriot Financial Group Insurance Agency LLC purchased a new stake in Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Brokerages Set LATAM Airlines Group S.A. (NYSE:LTM) Target Price at $66.27
Shares of LATAM Airlines Group S.A. (NYSE:LTM – Get Free Report) have earned a consensus rating of “Moderate Buy” from the eight analysts that are covering the stock, Marketbeat Ratings reports. Two analysts have... More of this article »
Lancashire Holdings Limited (LON:LRE) Receives GBX 675.17 Average Price Target from Brokerages
Lancashire Holdings Limited (LON:LRE – Get Free Report) has been assigned a consensus rating of “Hold” from the seven brokerages that are presently covering the firm, Marketbeat reports. One analyst has rated the... More of this article »
Janney Montgomery Scott LLC Cuts Stock Holdings in Royce Small-Cap Trust, Inc. $RVT
Janney Montgomery Scott LLC lowered its position in shares of Royce Small-Cap Trust, Inc. (NYSE:RVT – Free Report) by 6.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Janney Montgomery Scott LLC Has $13.49 Million Stock Holdings in The Progressive Corporation $PGR
Janney Montgomery Scott LLC trimmed its holdings in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 17.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Thor Explorations (LON:THX) Insider Adrian J. G. Coates Acquires 41,400 Shares of Stock
Thor Explorations Ltd. (LON:THX – Get Free Report) insider Adrian J. G. Coates purchased 41,400 shares of the stock in a transaction dated Tuesday, June 30th. The shares were purchased at an average cost of GBX 56 per share,... More of this article »
Pictet Asset Management Holding SA Sells 56,431 Shares of Viking Therapeutics, Inc. $VKTX
Pictet Asset Management Holding SA cut its holdings in Viking Therapeutics, Inc. (NASDAQ:VKTX – Free Report) by 7.5% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Edison International $EIX Shares Sold by Pictet Asset Management Holding SA
Pictet Asset Management Holding SA lessened its stake in Edison International (NYSE:EIX – Free Report) by 65.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 337,928 shares of the utilities... More of this article »
First Watch Restaurant Group, Inc. $FWRG Shares Sold by Sterling Capital Management LLC
Sterling Capital Management LLC lessened its stake in shares of First Watch Restaurant Group, Inc. (NASDAQ:FWRG – Free Report) by 45.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Pictet Asset Management Holding SA Sells 27,060 Shares of EOG Resources, Inc. $EOG
Pictet Asset Management Holding SA cut its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 11.9% during the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
KPP Advisory Services LLC Invests $3.87 Million in Capital Group International Core Equity ETF $CGIC
KPP Advisory Services LLC bought a new position in shares of Capital Group International Core Equity ETF (NYSEARCA:CGIC – Free Report) in the first quarter, Holdings Channel.com reports. The fund bought 116,755 shares of the... More of this article »
Root Financial Partners LLC Acquires 22,322 Shares of Schwab US Dividend Equity ETF $SCHD
Root Financial Partners LLC boosted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 37.5% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Teleperformance SE (OTCMKTS:TLPFY) Short Interest Update
Teleperformance SE (OTCMKTS:TLPFY – Get Free Report) was the recipient of a large growth in short interest in the month of June. As of June 15th, there was short interest totaling 7,596 shares, a growth of 69.6% from the May... More of this article »
Allegiant Travel (NASDAQ:ALGT) Reaches New 1-Year High – What’s Next?
Shares of Allegiant Travel Company (NASDAQ:ALGT – Get Free Report) reached a new 52-week high during mid-day trading on Tuesday . The company traded as high as $118.04 and last traded at $116.5420, with a volume of 76423 shares... More of this article »
Short Interest in Titan Cement International S.A. (OTCMKTS:TTCIF) Grows By ?
Titan Cement International S.A. (OTCMKTS:TTCIF – Get Free Report) saw a significant increase in short interest during the month of June. As of June 15th, there was short interest totaling 1 shares, an increase of ? from the... More of this article »
Swire Pacific Ltd. (OTCMKTS:SWRAY) Sees Large Increase in Short Interest
Swire Pacific Ltd. (OTCMKTS:SWRAY – Get Free Report) was the recipient of a large growth in short interest in the month of June. As of June 15th, there was short interest totaling 10,604 shares, a growth of 103.5% from the May... More of this article »
Kestra Private Wealth Services LLC Cuts Stake in Unilever PLC $UL
Kestra Private Wealth Services LLC cut its stake in shares of Unilever PLC (NYSE:UL – Free Report) by 42.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
WillScot Holdings Corporation (NASDAQ:WSC) Receives Average Rating of “Hold” from Brokerages
WillScot Holdings Corporation (NASDAQ:WSC – Get Free Report) has been given an average rating of “Hold” by the eleven research firms that are covering the stock, Marketbeat Ratings reports. One analyst has rated... More of this article »
iShares 0-5 Year TIPS Bond ETF $STIP Shares Purchased by James Investment Research Inc.
James Investment Research Inc. increased its position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 46.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Destiny Media Technologies (OTCMKTS:DSNY) versus AEye (NASDAQ:LIDR) Critical Survey
AEye (NASDAQ:LIDR – Get Free Report) and Destiny Media Technologies (OTCMKTS:DSNY – Get Free Report) are both small-cap computer and technology companies, but which is the better investment? We will contrast the two businesses... More of this article »
Analysts’ Recent Ratings Changes for Wingstop (WING)
A number of firms have modified their ratings and price targets on shares of Wingstop (NASDAQ: WING) recently: 6/28/2026 – Wingstop was upgraded by Wall Street Zen from “sell” to “hold”. 6/24/2026 –... More of this article »
Critical Review: Bioxytran (OTCMKTS:BIXT) versus enGene (NASDAQ:ENGN)
Bioxytran (OTCMKTS:BIXT – Get Free Report) and enGene (NASDAQ:ENGN – Get Free Report) are both small-cap medical companies, but which is the superior business? We will compare the two companies based on the strength of... More of this article »
Horizon Wealth Management LLC Takes Position in Nomura Focused Emerging Markets Equity ETF $EMEQ
Horizon Wealth Management LLC bought a new position in Nomura Focused Emerging Markets Equity ETF (NASDAQ:EMEQ – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Squire Investment Management Company LLC Grows Position in Dimensional International Small Cap Value ETF $DISV
Squire Investment Management Company LLC lifted its position in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 13.6% during the 1st quarter, according to its most recent disclosure with the SEC. The... More of this article »
Keystone Global Partners LLC Sells 3,579 Shares of SPDR S&P Aerospace & Defense ETF $XAR
Keystone Global Partners LLC decreased its holdings in shares of SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR – Free Report) by 25.9% in the 1st quarter, Holdings Channel reports. The fund owned 10,255 shares of... More of this article »
EJMK Ventures LLC Sells 8,844 Shares of State Street SPDR Portfolio S&P 500 ETF $SPYM
EJMK Ventures LLC decreased its holdings in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 44.7% in the 1st quarter, Holdings Channel.com reports. The firm owned 10,949 shares of the company’s... More of this article »
Vanguard International High Dividend Yield ETF $VYMI Position Raised by Essex Financial Services Inc.
Essex Financial Services Inc. raised its position in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 76.6% in the first quarter, according to the company in its most recent 13F filing... More of this article »
iShares Core S&P 500 ETF $IVV Stock Position Lifted by Fairman Group LLC
Fairman Group LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.1% in the first quarter, Holdings Channel reports. The firm owned 44,209 shares of the company’s stock after purchasing... More of this article »