Home » Banking
Fifth Third Wealth Advisors LLC Sells 44,870 Shares of iShares ESG MSCI KLD 400 ETF $DSI
Fifth Third Wealth Advisors LLC cut its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 61.7% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 27,871 shares of... More of this article »
OP Asset Management Ltd Purchases New Shares in Chemed Corporation $CHE
OP Asset Management Ltd acquired a new position in Chemed Corporation (NYSE:CHE – Free Report) during the first quarter, according to the company in its most recent filing with the SEC. The fund acquired 15,925 shares of the... More of this article »
38,962 Shares in Snowflake Inc. $SNOW Bought by OP Asset Management Ltd
OP Asset Management Ltd bought a new position in Snowflake Inc. (NYSE:SNOW – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 38,962 shares... More of this article »
Ritholtz Wealth Management Buys 38,408 Shares of Devon Energy Corporation $DVN
Ritholtz Wealth Management increased its stake in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 57.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
RFG Advisory LLC Makes New $4.10 Million Investment in abrdn Physical Precious Metals Basket Shares ETF $GLTR
RFG Advisory LLC bought a new position in abrdn Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Fifth Third Wealth Advisors LLC Acquires 9,970 Shares of Mondelez International, Inc. $MDLZ
Fifth Third Wealth Advisors LLC grew its holdings in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 38.0% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Cisco Systems, Inc. $CSCO Shares Sold by RFG Advisory LLC
RFG Advisory LLC trimmed its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 18.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 59,631... More of this article »
Fifth Third Wealth Advisors LLC Grows Stake in iShares International Select Dividend ETF $IDV
Fifth Third Wealth Advisors LLC boosted its holdings in shares of iShares International Select Dividend ETF (BATS:IDV – Free Report) by 31.9% during the 1st quarter, according to its most recent filing with the Securities and... More of this article »
OP Asset Management Ltd Takes Position in Digital Realty Trust, Inc. $DLR
OP Asset Management Ltd acquired a new position in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
First Trust Alternative Absolute Return Strategy ETF $FAAR Stock Holdings Lifted by RFG Advisory LLC
RFG Advisory LLC increased its position in shares of First Trust Alternative Absolute Return Strategy ETF (NASDAQ:FAAR – Free Report) by 47.9% during the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Sims Investment Management LLC Sells 114,340 Shares of Schwab US Large-Cap ETF $SCHX
Sims Investment Management LLC trimmed its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 3.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Generali Investments Towarzystwo Funduszy Inwestycyjnych Purchases 9,500 Shares of monday.com Ltd. $MNDY
Generali Investments Towarzystwo Funduszy Inwestycyjnych grew its position in monday.com Ltd. (NASDAQ:MNDY – Free Report) by 51.4% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 28,000... More of this article »
Trulieve Cannabis (NYSE:TRLV) CEO Kim Rivers Sells 300,000 Shares of Stock
Trulieve Cannabis Corp. (NYSE:TRLV – Get Free Report) CEO Kim Rivers sold 300,000 shares of the firm’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $8.17, for a total transaction... More of this article »
GHP Investment Advisors Inc. Trims Stock Position in Synopsys, Inc. $SNPS
GHP Investment Advisors Inc. reduced its stake in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 9.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Micron Technology (MU) – Research Analysts’ Recent Ratings Updates
Micron Technology (NASDAQ: MU) has recently received a number of price target changes and ratings updates: 6/25/2026 – Micron Technology had its price target raised by DA Davidson from $1,500.00 to $2,000.00. They now have a... More of this article »
Veronica Sosa Sells 11,378 Shares of Asana (NYSE:ASAN) Stock
Asana, Inc. (NYSE:ASAN – Get Free Report) CAO Veronica Sosa sold 11,378 shares of the firm’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $6.66, for a total value of $75,777.48.... 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 »
670,186 Shares in NerdWallet, Inc. $NRDS Purchased by OP Asset Management Ltd
OP Asset Management Ltd acquired a new stake in shares of NerdWallet, Inc. (NASDAQ:NRDS – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The firm acquired 670,186 shares of... 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 »
Critical Comparison: ADTRAN (NASDAQ:ADTN) & Rezolve AI (NASDAQ:RZLV)
ADTRAN (NASDAQ:ADTN – Get Free Report) and Rezolve AI (NASDAQ:RZLV – Get Free Report) are both small-cap business services companies, but which is the better business? We will contrast the two businesses based on the strength... More of this article »
OP Asset Management Ltd Invests $10.79 Million in Comcast Corporation $CMCSA
OP Asset Management Ltd bought a new stake in Comcast Corporation (NASDAQ:CMCSA – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Compass Advisory Group LLC Grows Position in Vanguard Short-Term Corporate Bond ETF $VCSH
Compass Advisory Group LLC grew its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 12.5% in the first quarter, HoldingsChannel.com reports. The fund owned 193,599 shares of the company’s... More of this article »
SG Americas Securities LLC Acquires 63,776 Shares of Alexander’s, Inc. $ALX
SG Americas Securities LLC grew its holdings in Alexander’s, Inc. (NYSE:ALX – Free Report) by 582.3% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 74,728 shares of the real estate... More of this article »
Amazon.com, Inc. $AMZN Shares Sold by Lee Johnson Capital Management LLC
Lee Johnson Capital Management LLC lowered its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 82.7% during the first quarter, HoldingsChannel.com reports. The fund owned 4,933 shares of the e-commerce giant’s stock after selling... More of this article »
SG Americas Securities LLC Increases Holdings in Hasbro, Inc. $HAS
SG Americas Securities LLC lifted its holdings in Hasbro, Inc. (NASDAQ:HAS – Free Report) by 11.0% in the first quarter, HoldingsChannel reports. The fund owned 190,441 shares of the company’s stock after buying an additional... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Position Increased by Columbus Macro LLC
Columbus Macro LLC boosted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 13.8% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 83,394 shares of the company’s... More of this article »
Hsbc Holdings PLC Purchases 41,670 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV
Hsbc Holdings PLC lifted its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 26.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Hsbc Holdings PLC Grows Position in Preferred Bank $PFBC
Hsbc Holdings PLC raised its position in Preferred Bank (NASDAQ:PFBC – Free Report) by 24.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 144,588... More of this article »
Hsbc Holdings PLC Takes Position in DigitalBridge Group, Inc. $DBRG
Hsbc Holdings PLC acquired a new stake in DigitalBridge Group, Inc. (NYSE:DBRG – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund acquired 1,199,608 shares of the company’s stock, valued at approximately... More of this article »
Compass Advisory Group LLC Has $28.76 Million Holdings in Innovator Defined Wealth Shield ETF $BALT
Compass Advisory Group LLC increased its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 6.5% during the first quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Hsbc Holdings PLC Buys 33,478 Shares of First Industrial Realty Trust, Inc. $FR
Hsbc Holdings PLC increased its stake in First Industrial Realty Trust, Inc. (NYSE:FR – Free Report) by 18.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Independent Wealth Network Inc. Invests $1.47 Million in JPMorgan BetaBuilders International Equity ETF $BBIN
Independent Wealth Network Inc. bought a new position in shares of JPMorgan BetaBuilders International Equity ETF (BATS:BBIN – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Independent Wealth Network Inc. Buys Shares of 19,612 JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF $BBCB
Independent Wealth Network Inc. purchased a new position in shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (NYSEARCA:BBCB – Free Report) in the 1st quarter, according to the company in its most recent... More of this article »
Analysts Set Foghorn Therapeutics Inc. (NASDAQ:FHTX) Price Target at $11.43
Shares of Foghorn Therapeutics Inc. (NASDAQ:FHTX – Get Free Report) have been assigned an average rating of “Moderate Buy” from the eight analysts that are covering the company, MarketBeat.com reports. One equities... More of this article »
Leatt (OTCMKTS:LEAT) and Johnson Outdoors (NASDAQ:JOUT) Head-To-Head Survey
Leatt (OTCMKTS:LEAT – Get Free Report) and Johnson Outdoors (NASDAQ:JOUT – Get Free Report) are both small-cap consumer discretionary companies, but which is the superior stock? We will compare the two businesses based... More of this article »
Global X Rare Earth & Critical Materials ETF (NASDAQ:EART) & Herzfeld Credit Income Fund (NASDAQ:HERZ) Head-To-Head Survey
Global X Rare Earth & Critical Materials ETF (NASDAQ:EART – Get Free Report) and Herzfeld Credit Income Fund (NASDAQ:HERZ – Get Free Report) are both small-cap basic materials companies, but which is the superior business?... More of this article »
Innovator Equity Defined Protection ETF – 1 Yr December $ZDEK Shares Sold by Independent Wealth Network Inc.
Independent Wealth Network Inc. lessened its position in shares of Innovator Equity Defined Protection ETF – 1 Yr December (BATS:ZDEK – Free Report) by 64.9% in the first quarter, according to the company in its most recent... More of this article »
Adecoagro S.A. (NYSE:AGRO) Receives Consensus Recommendation of “Hold” from Brokerages
Adecoagro S.A. (NYSE:AGRO – Get Free Report) has been assigned an average rating of “Hold” from the seven analysts that are presently covering the company, Marketbeat.com reports. One equities research analyst has... More of this article »
Falcon Wealth Planning Boosts Stake in iShares 0-3 Month Treasury Bond ETF $SGOV
Falcon Wealth Planning grew its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 498.7% during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Liberty Global (NASDAQ:LILAK) Director Purchases $488,000.00 in Stock
Liberty Global PLC (NASDAQ:LILAK – Get Free Report) Director Brendan Paddick acquired 100,000 shares of the business’s stock in a transaction dated Thursday, June 18th. The stock was acquired at an average cost of $4.88... More of this article »
Schroders plc (LON:SDR) Receives Average Recommendation of “Moderate Buy” from Analysts
Shares of Schroders plc (LON:SDR – Get Free Report) have earned an average recommendation of “Moderate Buy” from the six ratings firms that are covering the stock, MarketBeat reports. Three investment analysts have... More of this article »
Paula Green Sells 291 Shares of Twist Bioscience (NASDAQ:TWST) Stock
Twist Bioscience Corporation (NASDAQ:TWST – Get Free Report) SVP Paula Green sold 291 shares of the stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $87.32, for a total transaction... More of this article »
Trisura Group (TSE:TSU) Director Purchases C$21,200.00 in Stock
Trisura Group Ltd. (TSE:TSU – Get Free Report) Director Robert Edward Taylor bought 500 shares of Trisura Group stock in a transaction dated Friday, June 19th. The shares were bought at an average cost of C$42.40 per share, for... More of this article »
Short Interest in Frasers Logistics & Commercial Trust (OTCMKTS:FRLOF) Grows By 6,990.4%
Frasers Logistics & Commercial Trust (OTCMKTS:FRLOF – Get Free Report) was the recipient of a significant increase in short interest during the month of June. As of June 15th, there was short interest totaling 3,991,900... More of this article »
Quang Pham Sells 9,167 Shares of Cadrenal Therapeutics (NASDAQ:CVKD) Stock
Cadrenal Therapeutics, Inc. (NASDAQ:CVKD – Get Free Report) CEO Quang Pham sold 9,167 shares of the company’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $3.55, for a total transaction... More of this article »
Short Interest in Nuveen Core Plus Bond ETF (NASDAQ:NCPB) Grows By 10,228.1%
Nuveen Core Plus Bond ETF (NASDAQ:NCPB – Get Free Report) was the recipient of a significant growth in short interest during the month of June. As of June 15th, there was short interest totaling 20,243 shares, a growth of 10,228.1%... More of this article »
Innovent Biologics, Inc. (OTCMKTS:IVBXF) Sees Significant Increase in Short Interest
Innovent Biologics, Inc. (OTCMKTS:IVBXF – Get Free Report) saw a large growth in short interest during the month of June. As of June 15th, there was short interest totaling 1,073,474 shares, a growth of 8,549.4% from the May... More of this article »
Bradley Robert Monaco Buys 6,060 Shares of Freehold Royalties (TSE:FRU) Stock
Freehold Royalties Ltd. (TSE:FRU – Get Free Report) insider Bradley Robert Monaco bought 6,060 shares of Freehold Royalties stock in a transaction dated Monday, June 22nd. The shares were bought at an average price of C$16.56... More of this article »
