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iShares MSCI EAFE ETF $EFA Holdings Lessened by Waterway Wealth Management LLC
Waterway Wealth Management LLC decreased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 28.7% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Unique Wealth LLC Has $13.56 Million Position in iShares MSCI ACWI ETF $ACWI
Unique Wealth LLC lessened its holdings in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 5.0% in the first quarter, Holdings Channel.com reports. The fund owned 97,995 shares of the company’s stock after... More of this article »
Verizon Communications Inc. $VZ Shares Sold by Xcel Wealth Management LLC
Xcel Wealth Management LLC trimmed its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 27.2% during the first quarter, HoldingsChannel reports. The institutional investor owned 63,417 shares of the cell phone... More of this article »
iShares Russell 1000 Growth ETF $IWF Shares Purchased by Waterway Wealth Management LLC
Waterway Wealth Management LLC grew its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 13.7% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Unique Wealth LLC Has $1.44 Million Position in Small/Mid Cap Growth Alpha ETF $JSMD
Unique Wealth LLC increased its position in Small/Mid Cap Growth Alpha ETF (NASDAQ:JSMD – Free Report) by 457.3% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 18,141 shares of the company’s... More of this article »
Waterway Wealth Management LLC Takes Position in MSCI Inc $MSCI
Waterway Wealth Management LLC acquired a new stake in MSCI Inc (NYSE:MSCI – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The fund acquired 2,321 shares of the technology company’s... More of this article »
iShares MSCI EAFE ETF $EFA Stock Position Raised by Unique Wealth LLC
Unique Wealth LLC grew its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 2.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Sunrun (NASDAQ:RUN) Shares Gap Up – Should You Buy?
Shares of Sunrun Inc. (NASDAQ:RUN – Get Free Report) gapped up prior to trading on Wednesday . The stock had previously closed at $12.81, but opened at $15.49. Sunrun shares last traded at $15.9440, with a volume of 16,164,102... More of this article »
Unique Wealth LLC Sells 3,128 Shares of Amphenol Corporation $APH
Unique Wealth LLC reduced its position in Amphenol Corporation (NYSE:APH – Free Report) by 49.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Independent Wealth Network Inc. Has $1.24 Million Holdings in First Trust Capital Strength ETF $FTCS
Independent Wealth Network Inc. boosted its holdings in First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 82.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Falcon Wealth Planning Sells 118,403 Shares of Vanguard Mid-Cap Value ETF $VOE
Falcon Wealth Planning decreased its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 75.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
State Street SPDR Portfolio S&P 500 ETF $SPYM Shares Sold by LifeWealth Investments LLC
LifeWealth Investments LLC lessened its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 18.4% in the 1st quarter, according to its most recent 13F filing with the Securities and... More of this article »
GHP Investment Advisors Inc. Purchases 3,729 Shares of Stryker Corporation $SYK
GHP Investment Advisors Inc. increased its position in Stryker Corporation (NYSE:SYK – Free Report) by 9.2% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
GHP Investment Advisors Inc. Sells 4,599 Shares of Corning Incorporated $GLW
GHP Investment Advisors Inc. cut its stake in Corning Incorporated (NYSE:GLW – Free Report) by 5.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Independent Wealth Network Inc. Takes Position in Vanguard Russell 1000 ETF $VONE
Independent Wealth Network Inc. purchased a new stake in Vanguard Russell 1000 ETF (NASDAQ:VONE – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor ... More of this article »
RFG Advisory LLC Boosts Stake in Schwab U.S. Large-Cap Value ETF $SCHV
RFG Advisory LLC increased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 87.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
RFG Advisory LLC Lowers Stock Position in Dimensional US Core Equity Market ETF $DFAU
RFG Advisory LLC trimmed its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 7.8% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 120,829 shares... More of this article »
HC Wainwright Issues Negative Estimate for IONS Earnings
Ionis Pharmaceuticals, Inc. (NASDAQ:IONS – Free Report) – Investment analysts at HC Wainwright dropped their Q3 2027 earnings per share (EPS) estimates for shares of Ionis Pharmaceuticals in a research note issued to investors... More of this article »
OP Asset Management Ltd Purchases New Position in Loews Corporation $L
OP Asset Management Ltd acquired a new position in shares of Loews Corporation (NYSE:L – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
OP Asset Management Ltd Acquires Shares of 29,278 Elevance Health, Inc. $ELV
OP Asset Management Ltd acquired a new stake in Elevance Health, Inc. (NYSE:ELV – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Trust Asset Management LLC Invests $601,000 in Robinhood Markets, Inc. $HOOD
Trust Asset Management LLC acquired a new position in shares of Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
J2 Capital Management Inc Invests $649,000 in Vertiv Holdings Co. $VRT
J2 Capital Management Inc acquired a new stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
95,065 Shares in Costco Wholesale Corporation $COST Acquired by OP Asset Management Ltd
OP Asset Management Ltd bought a new stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
OP Asset Management Ltd Takes $6.55 Million Position in Transdigm Group Incorporated $TDG
OP Asset Management Ltd bought a new position in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
OP Asset Management Ltd Invests $9.05 Million in Robinhood Markets, Inc. $HOOD
OP Asset Management Ltd bought a new position in shares of Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The firm bought 130,651 shares... More of this article »
Generali Investments Towarzystwo Funduszy Inwestycyjnych Invests $1.36 Million in Atlassian Corporation PLC $TEAM
Generali Investments Towarzystwo Funduszy Inwestycyjnych acquired a new stake in Atlassian Corporation PLC (NASDAQ:TEAM – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
OP Asset Management Ltd Takes $9.27 Million Position in CVS Health Corporation $CVS
OP Asset Management Ltd bought a new stake in CVS Health Corporation (NYSE:CVS – Free Report) during the first quarter, according to its most recent disclosure with the SEC. The firm bought 129,013 shares of the pharmacy operator’s... More of this article »
Vanguard Growth ETF $VUG is Cora Capital Advisors LLC’s 4th Largest Position
Cora Capital Advisors LLC lifted its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 45.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Maltin Wealth Management Inc. Raises Holdings in Innovator International Developed Power Buffer ETF – November $INOV
Maltin Wealth Management Inc. grew its position in shares of Innovator International Developed Power Buffer ETF – November (NYSEARCA:INOV – Free Report) by 370.9% during the 1st quarter, according to the company in its... More of this article »
RCS Financial Planning LLC Has $324,000 Stock Holdings in iShares 10-20 Year Treasury Bond ETF $TLH
RCS Financial Planning LLC decreased its holdings in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 84.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
OP Asset Management Ltd Takes Position in NIKE, Inc. $NKE
OP Asset Management Ltd bought a new position in shares of NIKE, Inc. (NYSE:NKE – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
ExxonMobil Corporation $XOM Shares Bought by Krilogy Financial LLC
Krilogy Financial LLC grew its holdings in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 19.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
OP Asset Management Ltd Buys Shares of 35,914 The Allstate Corporation $ALL
OP Asset Management Ltd purchased a new stake in The Allstate Corporation (NYSE:ALL – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
OP Asset Management Ltd Acquires New Stake in Tesla, Inc. $TSLA
OP Asset Management Ltd bought a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor ... More of this article »
OP Asset Management Ltd Purchases New Shares in FedEx Corporation $FDX
OP Asset Management Ltd acquired a new stake in FedEx Corporation (NYSE:FDX – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The fund acquired 22,665 shares of the shipping... More of this article »
JPMorgan Chase & Co. $JPM is Sara Bay Financial’s 4th Largest Position
Sara Bay Financial decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 3.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
SG Americas Securities LLC Buys 74,777 Shares of Unum Group $UNM
SG Americas Securities LLC boosted its stake in shares of Unum Group (NYSE:UNM – Free Report) by 48.7% in the 1st quarter, Holdings Channel.com reports. The firm owned 228,473 shares of the financial services provider’s... More of this article »
OP Asset Management Ltd Invests $9.56 Million in Ciena Corporation $CIEN
OP Asset Management Ltd acquired a new position in Ciena Corporation (NYSE:CIEN – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
365,119 Shares in Warner Bros. Discovery, Inc. $WBD Acquired by OP Asset Management Ltd
OP Asset Management Ltd acquired a new position in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Contravisory Investment Management Inc. Sells 6,704 Shares of Aflac Incorporated $AFL
Contravisory Investment Management Inc. cut its position in Aflac Incorporated (NYSE:AFL – Free Report) by 7.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
FB Bancorp (NASDAQ:FBLA) Insider Josh Folds Sells 1,110 Shares of Stock
FB Bancorp, Inc. (NASDAQ:FBLA – Get Free Report) insider Josh Folds sold 1,110 shares of FB Bancorp stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $14.55, for a total value of $16,150.50.... More of this article »
Navios Maritime Partners (NYSE:NMM) Insider Angeliki Frangou Purchases 1,148 Shares of Stock
Navios Maritime Partners LP (NYSE:NMM – Get Free Report) insider Angeliki Frangou acquired 1,148 shares of Navios Maritime Partners stock in a transaction dated Wednesday, June 24th. The stock was purchased at an average cost... More of this article »
Northeast Investment Management Trims Stock Holdings in Amcor PLC $AMCR
Northeast Investment Management reduced its holdings in shares of Amcor PLC (NYSE:AMCR – Free Report) by 80.0% in the first quarter, according to its most recent filing with the SEC. The fund owned 49,700 shares of the company’s... More of this article »
Penbrook Management LLC Trims Position in Electrovaya Inc. $ELVA
Penbrook Management LLC lessened its holdings in shares of Electrovaya Inc. (NASDAQ:ELVA – Free Report) by 15.6% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
J2 Capital Management Inc Purchases New Holdings in ProShares Short QQQ $PSQ
J2 Capital Management Inc purchased a new position in shares of ProShares Short QQQ (NYSEARCA:PSQ – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Wacoal Holdings Corp. (OTCMKTS:WACLY) Short Interest Update
Wacoal Holdings Corp. (OTCMKTS:WACLY – Get Free Report) saw a large increase in short interest in June. As of June 15th, there was short interest totaling 427 shares, an increase of 893.0% from the May 31st total of 43 shares.... More of this article »
MidCap Financial Investment Co. (NASDAQ:MFICL) Sees Large Increase in Short Interest
MidCap Financial Investment Co. (NASDAQ:MFICL – Get Free Report) saw a large growth in short interest in the month of June. As of June 15th, there was short interest totaling 1,301 shares, a growth of 849.6% from the May 31st... More of this article »
Ralliant Corporation $RAL Stock Position Lifted by SG Americas Securities LLC
SG Americas Securities LLC lifted its stake in shares of Ralliant Corporation (NYSE:RAL – Free Report) by 546.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »