Home » Banking

Image for Vanguard Intermediate-Term Treasury ETF $VGIT Stock Holdings Raised by Financial Architects LLC

Vanguard Intermediate-Term Treasury ETF $VGIT Stock Holdings Raised by Financial Architects LLC

Financial Architects LLC increased its holdings in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 6.6% in the first quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
Image for Ritholtz Wealth Management Buys 30,001 Shares of Invesco AAA CLO Floating Rate Note ETF $ICLO

Ritholtz Wealth Management Buys 30,001 Shares of Invesco AAA CLO Floating Rate Note ETF $ICLO

Ritholtz Wealth Management increased its stake in Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO – Free Report) by 19.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Kestra Private Wealth Services LLC Has $8.86 Million Holdings in Schwab Fundamental International Equity ETF $FNDF

Kestra Private Wealth Services LLC Has $8.86 Million Holdings in Schwab Fundamental International Equity ETF $FNDF

Kestra Private Wealth Services LLC grew its holdings in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 7.4% during the first quarter, according to its most recent 13F filing with the SEC.... More of this article »
Image for Bunzl (LON:BNZL) Sets New 52-Week High on Analyst Upgrade

Bunzl (LON:BNZL) Sets New 52-Week High on Analyst Upgrade

Shares of Bunzl plc (LON:BNZL – Get Free Report) reached a new 52-week high on Wednesday after Citigroup raised their price target on the stock from £280 to £300. Citigroup currently has a buy rating on the stock. Bunzl traded... More of this article »
Image for Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Given Average Recommendation of “Hold” by Analysts

Cogent Communications Holdings, Inc. (NASDAQ:CCOI) Given Average Recommendation of “Hold” by Analysts

Shares of Cogent Communications Holdings, Inc. (NASDAQ:CCOI – Get Free Report) have received a consensus rating of “Hold” from the eleven analysts that are covering the company, Marketbeat reports. One equities research... More of this article »
Image for Fiduciary Alliance LLC Has $2.58 Million Holdings in SAP SE $SAP

Fiduciary Alliance LLC Has $2.58 Million Holdings in SAP SE $SAP

Fiduciary Alliance LLC increased its holdings in shares of SAP SE (NYSE:SAP – Free Report) by 85.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Angel Oak UltraShort Income ETF $UYLD Shares Acquired by Kestra Private Wealth Services LLC

Angel Oak UltraShort Income ETF $UYLD Shares Acquired by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC grew its holdings in shares of Angel Oak UltraShort Income ETF (NASDAQ:UYLD – Free Report) by 5.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for ProShares UltraShort Bloomberg Crude Oil (NYSEARCA:SCO) Shares Gap Up   – Should You Buy?

ProShares UltraShort Bloomberg Crude Oil (NYSEARCA:SCO) Shares Gap Up – Should You Buy?

ProShares UltraShort Bloomberg Crude Oil (NYSEARCA:SCO – Get Free Report)’s stock price gapped up before the market opened on Wednesday . The stock had previously closed at $33.15, but opened at $35.18. ProShares UltraShort... More of this article »
Image for First Trust S-Network E-Commerce ETF (NASDAQ:ISHP) Sees Large Growth in Short Interest

First Trust S-Network E-Commerce ETF (NASDAQ:ISHP) Sees Large Growth in Short Interest

First Trust S-Network E-Commerce ETF (NASDAQ:ISHP – Get Free Report) was the target of a significant growth in short interest in June. As of June 15th, there was short interest totaling 55 shares, a growth of 1,000.0% from the... More of this article »
Image for Ritholtz Wealth Management Trims Stake in Relx Plc $RELX

Ritholtz Wealth Management Trims Stake in Relx Plc $RELX

Ritholtz Wealth Management reduced its stake in Relx Plc (NYSE:RELX – Free Report) by 17.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 124,974 shares of the... More of this article »
Image for Ocean Park High Income ETF (NASDAQ:DUKH) Short Interest Up 1,024.1% in June

Ocean Park High Income ETF (NASDAQ:DUKH) Short Interest Up 1,024.1% in June

Ocean Park High Income ETF (NASDAQ:DUKH – Get Free Report) saw a significant growth in short interest in June. As of June 15th, there was short interest totaling 6,194 shares, a growth of 1,024.1% from the May 31st total of... More of this article »
Image for KLA Corporation (NASDAQ:KLAC) Sees Significant Increase in Short Interest

KLA Corporation (NASDAQ:KLAC) Sees Significant Increase in Short Interest

KLA Corporation (NASDAQ:KLAC – Get Free Report) was the recipient of a significant growth in short interest in June. As of June 15th, there was short interest totaling 40,762,347 shares, a growth of 1,060.6% from the May 31st... More of this article »
Image for United Fire Group (NASDAQ:UFCS) Shares Gap Up   – What’s Next?

United Fire Group (NASDAQ:UFCS) Shares Gap Up – What’s Next?

Shares of United Fire Group, Inc (NASDAQ:UFCS – Get Free Report) gapped up prior to trading on Wednesday . The stock had previously closed at $48.50, but opened at $50.65. United Fire Group shares last traded at $50.9850, with... More of this article »
Image for Short Interest in Cadiz Inc. (NASDAQ:CDZIP) Grows By 1,128.1%

Short Interest in Cadiz Inc. (NASDAQ:CDZIP) Grows By 1,128.1%

Cadiz Inc. (NASDAQ:CDZIP – Get Free Report) saw a significant increase in short interest in the month of June. As of June 15th, there was short interest totaling 47,848 shares, an increase of 1,128.1% from the May 31st total... More of this article »
Image for Independent Wealth Network Inc. Buys Shares of 45,879 First Trust Low Duration Opportunities ETF $LMBS

Independent Wealth Network Inc. Buys Shares of 45,879 First Trust Low Duration Opportunities ETF $LMBS

Independent Wealth Network Inc. bought a new stake in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image for Grey Ledge Advisors LLC Raises Position in Vanguard Consumer Staples ETF $VDC

Grey Ledge Advisors LLC Raises Position in Vanguard Consumer Staples ETF $VDC

Grey Ledge Advisors LLC lifted its stake in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 23.9% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 13,275... More of this article »
Image for Schwab US Broad Market ETF $SCHB Stock Holdings Increased by Morton Brown Family Wealth LLC

Schwab US Broad Market ETF $SCHB Stock Holdings Increased by Morton Brown Family Wealth LLC

Morton Brown Family Wealth LLC lifted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 4.4% during the first quarter, Holdings Channel reports. The fund owned 4,017,868 shares of the company’s... More of this article »
Image for Grey Ledge Advisors LLC Increases Stake in Stanley Black & Decker, Inc. $SWK

Grey Ledge Advisors LLC Increases Stake in Stanley Black & Decker, Inc. $SWK

Grey Ledge Advisors LLC lifted its position in Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) by 64.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Curtiss-Wright Corporation $CW Shares Sold by GHP Investment Advisors Inc.

Curtiss-Wright Corporation $CW Shares Sold by GHP Investment Advisors Inc.

GHP Investment Advisors Inc. lowered its position in shares of Curtiss-Wright Corporation (NYSE:CW – Free Report) by 10.9% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Leidos Holdings, Inc. $LDOS Shares Bought by Foster & Motley Inc.

Leidos Holdings, Inc. $LDOS Shares Bought by Foster & Motley Inc.

Foster & Motley Inc. raised its stake in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 27.1% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 36,122 shares of the aerospace company’s... More of this article »
Image for LifeWealth Investments LLC Decreases Stock Holdings in iShares Silver Trust $SLV

LifeWealth Investments LLC Decreases Stock Holdings in iShares Silver Trust $SLV

LifeWealth Investments LLC reduced its holdings in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 69.6% during the first quarter, HoldingsChannel.com reports. The fund owned 23,520 shares of the exchange traded... More of this article »
Image for LifeWealth Investments LLC Purchases 10,919 Shares of iShares 20+ Year Treasury Bond ETF $TLT

LifeWealth Investments LLC Purchases 10,919 Shares of iShares 20+ Year Treasury Bond ETF $TLT

LifeWealth Investments LLC boosted its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 15.8% during the first quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for James Reed Financial Services Inc. Has $26.15 Million Position in iShares MSCI USA Size Factor ETF $SIZE

James Reed Financial Services Inc. Has $26.15 Million Position in iShares MSCI USA Size Factor ETF $SIZE

James Reed Financial Services Inc. reduced its position in shares of iShares MSCI USA Size Factor ETF (NYSEARCA:SIZE – Free Report) by 2.8% during the first quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Independent Wealth Network Inc. Lowers Position in iShares MSCI ACWI ETF $ACWI

Independent Wealth Network Inc. Lowers Position in iShares MSCI ACWI ETF $ACWI

Independent Wealth Network Inc. lessened its holdings in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 51.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for D.R. Horton, Inc. $DHI Shares Acquired by Ritholtz Wealth Management

D.R. Horton, Inc. $DHI Shares Acquired by Ritholtz Wealth Management

Ritholtz Wealth Management lifted its holdings in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) by 21.1% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Global Net Lease, Inc. $GNL Stock Position Lifted by Ritholtz Wealth Management

Global Net Lease, Inc. $GNL Stock Position Lifted by Ritholtz Wealth Management

Ritholtz Wealth Management grew its position in shares of Global Net Lease, Inc. (NYSE:GNL – Free Report) by 33.7% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Fifth Third Wealth Advisors LLC Sells 44,870 Shares of iShares ESG MSCI KLD 400 ETF $DSI

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 »
Image for OP Asset Management Ltd Purchases New Shares in Chemed Corporation $CHE

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 »
Image for 38,962 Shares in Snowflake Inc. $SNOW Bought by OP Asset Management Ltd

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 »
Image for Ritholtz Wealth Management Buys 38,408 Shares of Devon Energy Corporation $DVN

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 »
Image for RFG Advisory LLC Makes New $4.10 Million Investment in abrdn Physical Precious Metals Basket Shares ETF $GLTR

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 »
Image for Fifth Third Wealth Advisors LLC Acquires 9,970 Shares of Mondelez International, Inc. $MDLZ

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 »
Image for Cisco Systems, Inc. $CSCO Shares Sold by RFG Advisory LLC

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 »
Image for Fifth Third Wealth Advisors LLC Grows Stake in iShares International Select Dividend ETF $IDV

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 »
Image for OP Asset Management Ltd Takes Position in Digital Realty Trust, Inc. $DLR

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 »
Image for First Trust Alternative Absolute Return Strategy ETF $FAAR Stock Holdings Lifted by RFG Advisory LLC

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 »
Image for Sims Investment Management LLC Sells 114,340 Shares of Schwab US Large-Cap ETF $SCHX

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 »
Image for Generali Investments Towarzystwo Funduszy Inwestycyjnych Purchases 9,500 Shares of monday.com Ltd. $MNDY

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 »
Image for Trulieve Cannabis (NYSE:TRLV) CEO Kim Rivers Sells 300,000 Shares of Stock

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 »
Image for GHP Investment Advisors Inc. Trims Stock Position in Synopsys, Inc. $SNPS

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 »
Image for Micron Technology (MU) – Research Analysts’ Recent Ratings Updates

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 »
Image for Veronica Sosa Sells 11,378 Shares of Asana (NYSE:ASAN) Stock

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 »
Image for 95,065 Shares in Costco Wholesale Corporation $COST Acquired by OP Asset Management Ltd

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 »
Image for 670,186 Shares in NerdWallet, Inc. $NRDS Purchased by OP Asset Management Ltd

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 »
Image for OP Asset Management Ltd Purchases New Position in Loews Corporation $L

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 »
Image for Critical Comparison: ADTRAN (NASDAQ:ADTN) & Rezolve AI (NASDAQ:RZLV)

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 »
Image for OP Asset Management Ltd Invests $10.79 Million in Comcast Corporation $CMCSA

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 »
Image for Compass Advisory Group LLC Grows Position in Vanguard Short-Term Corporate Bond ETF $VCSH

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 »
Image for SG Americas Securities LLC Acquires 63,776 Shares of Alexander’s, Inc. $ALX

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 »
Image for Amazon.com, Inc. $AMZN Shares Sold by Lee Johnson Capital Management LLC

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 »