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Westmount Partners LLC Lowers Stock Holdings in Illumina, Inc. $ILMN
Westmount Partners LLC reduced its position in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 12.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Nations Financial Group Inc. IA ADV Acquires 10,260 Shares of JPMorgan Equity Premium Income ETF $JEPI
Nations Financial Group Inc. IA ADV raised its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 18.6% during the first quarter, according to its most recent filing with the SEC. The firm... More of this article »
22,671 Shares in iShares Core U.S. Aggregate Bond ETF $AGG Bought by Purpose Unlimited Inc.
Purpose Unlimited Inc. purchased a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Weatherly Asset Management L. P. Boosts Stake in JPMorgan Ultra-Short Income ETF $JPST
Weatherly Asset Management L. P. boosted its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 2.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 525,345 shares of the company’s... More of this article »
Pullen Investment Management LLC Acquires New Position in Brown & Brown, Inc. $BRO
Pullen Investment Management LLC bought a new position in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Purpose Unlimited Inc. Makes New Investment in Kinross Gold Corporation $KGC
Purpose Unlimited Inc. bought a new stake in Kinross Gold Corporation (NYSE:KGC – Free Report) (TSE:K) during the fourth quarter, Holdings Channel.com reports. The firm bought 135,000 shares of the mining company’s stock,... More of this article »
J. Derek Lewis & Associates Inc. Makes New Investment in Capital Group U.S. Small and Mid Cap ETF $CGMM
J. Derek Lewis & Associates Inc. purchased a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Stenger Family Office LLC Raises Stock Position in Tesla, Inc. $TSLA
Stenger Family Office LLC grew its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 13.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Stance Capital LLC Acquires New Holdings in American Water Works Company, Inc. $AWK
Stance Capital LLC bought a new stake in American Water Works Company, Inc. (NYSE:AWK – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 10,747 shares of the utilities... More of this article »
Weatherly Asset Management L. P. Buys 3,436 Shares of Digital Realty Trust, Inc. $DLR
Weatherly Asset Management L. P. boosted its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 6.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Stance Capital LLC Purchases 7,921 Shares of Steel Dynamics, Inc. $STLD
Stance Capital LLC grew its holdings in shares of Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 5,245.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 8,072 shares of the basic materials... More of this article »
Stance Capital LLC Invests $2.88 Million in Cigna Group $CI
Stance Capital LLC bought a new stake in Cigna Group (NYSE:CI – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 10,466 shares of the health services provider’s stock,... More of this article »
WESPAC Advisors SoCal LLC Buys New Position in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF $XTRE
WESPAC Advisors SoCal LLC bought a new stake in shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (NYSEARCA:XTRE – Free Report) in the first quarter, according to its most recent disclosure with the Securities... More of this article »
Stance Capital LLC Invests $1.46 Million in Marriott International, Inc. $MAR
Stance Capital LLC bought a new stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor bought 4,713 shares of the company’s... More of this article »
McAlvany Wealth Management LLC Acquires Shares of 137,627 Metalla Royalty & Streaming Ltd. $MTA
McAlvany Wealth Management LLC bought a new stake in Metalla Royalty & Streaming Ltd. (NYSEAMERICAN:MTA – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Stance Capital LLC Makes New Investment in Johnson Controls International plc $JCI
Stance Capital LLC bought a new stake in shares of Johnson Controls International plc (NYSE:JCI – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 16,414 shares of the company’s stock, valued at... More of this article »
Capital Group Growth ETF $CGGR Stake Lifted by Midwest Heritage Bank FSB
Midwest Heritage Bank FSB lifted its holdings in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 21.8% during the 1st quarter, Holdings Channel.com reports. The fund owned 335,735 shares of the company’s... More of this article »
Crawford & Company (NYSE:CRD.A) & VCI Global (NASDAQ:VCIG) Financial Analysis
Crawford & Company (NYSE:CRD.A – Get Free Report) and VCI Global (NASDAQ:VCIG – Get Free Report) are both small-cap business services companies, but which is the better stock? We will contrast the two companies based... More of this article »
Beazer Homes USA, Inc. (NYSE:BZH) Receives Average Recommendation of “Hold” from Analysts
Beazer Homes USA, Inc. (NYSE:BZH – Get Free Report) has been given a consensus recommendation of “Hold” by the five brokerages that are presently covering the stock, Marketbeat reports. One equities research analyst... More of this article »
Herbalife Ltd (NYSE:HLF) Receives $17.80 Consensus PT from Brokerages
Herbalife Ltd (NYSE:HLF – Get Free Report) has been assigned an average rating of “Hold” from the seven analysts that are covering the stock, Marketbeat.com reports. Four research analysts have rated the stock with... More of this article »
Bed Bath & Beyond (NYSE:BBBY) & Live Current Media (OTCMKTS:LIVC) Critical Review
Bed Bath & Beyond (NYSE:BBBY – Get Free Report) and Live Current Media (OTCMKTS:LIVC – Get Free Report) are both retail/wholesale companies, but which is the better business? We will contrast the two businesses based... More of this article »
Indra Sistemas (OTCMKTS:ISMAY) & SAIHEAT (NASDAQ:SAIH) Critical Analysis
Indra Sistemas (OTCMKTS:ISMAY – Get Free Report) and SAIHEAT (NASDAQ:SAIH – Get Free Report) are both business services companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
Stance Capital LLC Raises Stake in eBay Inc. $EBAY
Stance Capital LLC raised its holdings in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 9,082.4% in the 4th quarter, HoldingsChannel reports. The fund owned 35,536 shares of the e-commerce company’s stock after buying... More of this article »
WESPAC Advisors SoCal LLC Has $23.45 Million Stock Position in VanEck Semiconductor ETF $SMH
WESPAC Advisors SoCal LLC trimmed its position in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 13.3% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
McAlvany Wealth Management LLC Buys Shares of 41,024 Devon Energy Corporation $DVN
McAlvany Wealth Management LLC bought a new position in shares of Devon Energy Corporation (NYSE:DVN – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
McAlvany Wealth Management LLC Takes $2.94 Million Position in Range Resources Corporation $RRC
McAlvany Wealth Management LLC purchased a new position in shares of Range Resources Corporation (NYSE:RRC – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm purchased 83,434 shares of the oil and gas... More of this article »
Creek Drive Management Group LLC Purchases Shares of 437,200 Seritage Growth Properties $SRG
Creek Drive Management Group LLC acquired a new position in Seritage Growth Properties (NYSE:SRG – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 437,200 shares... More of this article »
Galaxy Digital Capital Management GP LLC Takes Position in Hut 8 Corp. $HUT
Galaxy Digital Capital Management GP LLC purchased a new position in Hut 8 Corp. (NASDAQ:HUT – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Creek Drive Management Group LLC Purchases Shares of 140,800 Taboola.com Ltd. $TBLA
Creek Drive Management Group LLC purchased a new position in shares of Taboola.com Ltd. (NASDAQ:TBLA – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor purchased 140,800 shares of... More of this article »
Cornerstone Planning LLC Invests $1.28 Million in Schwab US Broad Market ETF $SCHB
Cornerstone Planning LLC purchased a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 48,984... More of this article »
7,533 Shares in The Travelers Companies, Inc. $TRV Bought by Cornerstone Planning LLC
Cornerstone Planning LLC bought a new position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 7,533 shares of the insurance... More of this article »
McAlvany Wealth Management LLC Takes $22.90 Million Position in iShares Silver Trust $SLV
McAlvany Wealth Management LLC bought a new stake in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 355,505 shares of the exchange... More of this article »
Rockefeller Capital Management L.P. Cuts Stock Position in Qualcomm Incorporated $QCOM
Rockefeller Capital Management L.P. lessened its holdings in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 21.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 313,775... More of this article »
iShares National Muni Bond ETF $MUB Shares Purchased by Rockefeller Capital Management L.P.
Rockefeller Capital Management L.P. grew its position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 3.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Cornerstone Planning LLC Makes New Investment in Morgan Stanley $MS
Cornerstone Planning LLC acquired a new stake in shares of Morgan Stanley (NYSE:MS – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 20,302 shares of the financial services provider’s stock,... More of this article »
Head to Head Comparison: Cantor Equity Partners V (CEPV) versus The Competition
Cantor Equity Partners V (NASDAQ:CEPV – Get Free Report) is one of 330 publicly-traded companies in the “Investment Offices” industry, but how does it compare to its peers? We will compare Cantor Equity Partners V... More of this article »
Purpose Unlimited Inc. Makes New $2.18 Million Investment in Vanguard FTSE All-World ex-US ETF $VEU
Purpose Unlimited Inc. purchased a new position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
137,493 Shares in Franklin FTSE United Kingdom ETF $FLGB Purchased by Purpose Unlimited Inc.
Purpose Unlimited Inc. purchased a new stake in shares of Franklin FTSE United Kingdom ETF (NYSEARCA:FLGB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
J. Derek Lewis & Associates Inc. Makes New Investment in Capital Group Core Equity ETF $CGUS
J. Derek Lewis & Associates Inc. acquired a new position in shares of Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired... More of this article »
J. Derek Lewis & Associates Inc. Acquires New Stake in Avantis Emerging Markets Equity ETF $AVEM
J. Derek Lewis & Associates Inc. bought a new position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm bought 9,560 shares of the company’s... More of this article »
Purpose Unlimited Inc. Invests $996,000 in iShares Copper and Metals Mining ETF $ICOP
Purpose Unlimited Inc. purchased a new position in shares of iShares Copper and Metals Mining ETF (NASDAQ:ICOP – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
1,909 Shares in Texas Instruments Incorporated $TXN Bought by J. Derek Lewis & Associates Inc.
J. Derek Lewis & Associates Inc. bought a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
3,232 Shares in Vanguard Total World Stock ETF $VT Bought by J. Derek Lewis & Associates Inc.
J. Derek Lewis & Associates Inc. bought a new stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) during the 4th quarter, HoldingsChannel reports. The firm bought 3,232 shares of the exchange traded fund’s... More of this article »
J. Derek Lewis & Associates Inc. Acquires New Holdings in Capital Group Short Duration Income ETF $CGSD
J. Derek Lewis & Associates Inc. acquired a new position in Capital Group Short Duration Income ETF (NYSEARCA:CGSD – Free Report) in the fourth quarter, Holdings Channel reports. The fund acquired 19,864 shares of the company’s... More of this article »
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Old North State Trust LLC
Old North State Trust LLC raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 16.4% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Creek Drive Management Group LLC Purchases Shares of 1,250,000 Nextdoor Holdings, Inc. $NXDR
Creek Drive Management Group LLC acquired a new stake in shares of Nextdoor Holdings, Inc. (NYSE:NXDR – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Old North State Trust LLC Raises Holdings in Lowe’s Companies, Inc. $LOW
Old North State Trust LLC boosted its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 152.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
J. Derek Lewis & Associates Inc. Takes Position in Invesco S&P MidCap 400 Revenue ETF $RWK
J. Derek Lewis & Associates Inc. bought a new position in shares of Invesco S&P MidCap 400 Revenue ETF (NYSEARCA:RWK – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »