Home » Banking
Wasatch Advisors LP Purchases 110,421 Shares of Red Violet, Inc. $RDVT
Wasatch Advisors LP raised its position in Red Violet, Inc. (NASDAQ:RDVT – Free Report) by 13.8% 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 »
Maridea Wealth Management LLC Raises Stock Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY
Maridea Wealth Management LLC increased its holdings in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 35.1% in the 1st quarter, according to the company in its most recent Form 13F... More of this article »
Maridea Wealth Management LLC Buys Shares of 63,658 Pacer Trendpilot US Bond ETF $PTBD
Maridea Wealth Management LLC purchased a new position in shares of Pacer Trendpilot US Bond ETF (NYSEARCA:PTBD – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Venturi Wealth Management LLC Buys 8,747 Shares of iShares 10-20 Year Treasury Bond ETF $TLH
Venturi Wealth Management LLC grew its stake in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 60.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Tassel Capital Management Inc. Boosts Stock Holdings in Dimensional US High Profitability ETF $DUHP
Tassel Capital Management Inc. lifted its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 3.8% in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
iShares Core MSCI Emerging Markets ETF $IEMG is Venturi Wealth Management LLC’s 3rd Largest Position
Venturi Wealth Management LLC lowered its stake in iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 29.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
River Street Advisors LLC Buys 162,742 Shares of Invesco BulletShares 2028 Corporate Bond ETF $BSCS
River Street Advisors LLC raised its stake in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 1,437.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Old Second Bancorp, Inc. $OSBC Shares Bought by River Street Advisors LLC
River Street Advisors LLC raised its stake in shares of Old Second Bancorp, Inc. (NASDAQ:OSBC – Free Report) by 104.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
PulteGroup, Inc. $PHM Shares Bought by River Street Advisors LLC
River Street Advisors LLC lifted its holdings in PulteGroup, Inc. (NYSE:PHM – Free Report) by 94.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Allianz SE (OTCMKTS:ALIZY) Short Interest Update
Allianz SE (OTCMKTS:ALIZY – Get Free Report) saw a large decline in short interest in June. As of June 15th, there was short interest totaling 111,309 shares, a decline of 89.1% from the May 31st total of 1,022,882 shares. Approximately... More of this article »
Short Interest in Ascentage Pharma Group International (OTCMKTS:ASPHF) Increases By 392.3%
Ascentage Pharma Group International (OTCMKTS:ASPHF – Get Free Report) was the recipient of a significant growth in short interest in the month of June. As of June 15th, there was short interest totaling 172,800 shares, a growth... More of this article »
Short Interest in Aozora Bank, Ltd. (OTCMKTS:AOZOY) Rises By 52,300.0%
Aozora Bank, Ltd. (OTCMKTS:AOZOY – Get Free Report) saw a large increase in short interest in June. As of June 15th, there was short interest totaling 524 shares, an increase of 52,300.0% from the May 31st total of 1 shares.... More of this article »
River Street Advisors LLC Invests $488,000 in BlackRock MuniYield Quality Fund, Inc. $MQY
River Street Advisors LLC acquired a new stake in shares of BlackRock MuniYield Quality Fund, Inc. (NYSE:MQY – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
VCI Wealth Management LLC Makes New Investment in Gilead Sciences, Inc. $GILD
VCI Wealth Management LLC bought a new position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 15,683 shares... More of this article »
131,482 Shares in Ford Motor Company $F Bought by Econ Financial Services Corp
Econ Financial Services Corp acquired a new stake in shares of Ford Motor Company (NYSE:F – Free Report) in the first quarter, HoldingsChannel reports. The fund acquired 131,482 shares of the auto manufacturer’s stock,... More of this article »
ExxonMobil Corporation $XOM Shares Bought by Fifth Third Wealth Advisors LLC
Fifth Third Wealth Advisors LLC lifted its position in ExxonMobil Corporation (NYSE:XOM – Free Report) by 9.8% in the first quarter, HoldingsChannel reports. The firm owned 195,198 shares of the oil and gas company’s stock... More of this article »
JPMorgan Core Plus Bond ETF $JCPB Stake Raised by Kestra Private Wealth Services LLC
Kestra Private Wealth Services LLC lifted its holdings in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 79.4% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 119,481 shares... More of this article »
Welch Group LLC Acquires 2,909 Shares of International Business Machines Corporation $IBM
Welch Group LLC lifted its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 1.0% during the first quarter, Holdings Channel.com reports. The firm owned 294,802 shares of the technology... More of this article »
Welch Group LLC Grows Stock Holdings in Pfizer Inc. $PFE
Welch Group LLC boosted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 8.3% during the first quarter, Holdings Channel reports. The firm owned 2,148,091 shares of the biopharmaceutical company’s stock after... More of this article »
Vanguard Short-Term Corporate Bond ETF $VCSH Shares Purchased by Towneley Capital Management Inc DE
Towneley Capital Management Inc DE grew its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 3.9% during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Abbott Laboratories $ABT Holdings Increased by Welch Group LLC
Welch Group LLC increased its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 9.5% in the 1st quarter, HoldingsChannel reports. The fund owned 88,991 shares of the healthcare product maker’s stock after acquiring... More of this article »
Towneley Capital Management Inc DE Invests $1.41 Million in Vanguard Total World Stock ETF $VT
Towneley Capital Management Inc DE bought a new position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Infleqtion (INFQ) & Its Rivals Financial Survey
Infleqtion (NYSE:INFQ – Get Free Report) is one of 336 public companies in the “Investment Offices” industry, but how does it contrast to its rivals? We will compare Infleqtion to similar companies based on the strength... More of this article »
Franklin U.S. Core Bond ETF $FLCB Holdings Increased by Sequent Planning LLC
Sequent Planning LLC boosted its stake in shares of Franklin U.S. Core Bond ETF (NYSEARCA:FLCB – Free Report) by 10.0% in the 1st quarter, Holdings Channel reports. The fund owned 935,273 shares of the company’s stock... More of this article »
Sequent Planning LLC Has $1.10 Million Position in FT Vest U.S. Equity Moderate Buffer ETF – January $GJAN
Sequent Planning LLC boosted its position in FT Vest U.S. Equity Moderate Buffer ETF – January (BATS:GJAN – Free Report) by 197.4% in the 1st quarter, HoldingsChannel.com reports. The firm owned 26,143 shares of the company’s... More of this article »
Procter & Gamble Company (The) $PG Shares Sold by Wesbanco Bank Inc.
Wesbanco Bank Inc. decreased its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 1.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
23,337 Shares in Atlanta Braves Holdings, Inc. $BATRK Acquired by Poehling Capital Management INC.
Poehling Capital Management INC. purchased a new position in Atlanta Braves Holdings, Inc. (NASDAQ:BATRK – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Critical Analysis: SeaChange International (NASDAQ:SEAC) & Apex Technology Acquisition (NASDAQ:APXT)
SeaChange International (NASDAQ:SEAC – Get Free Report) and Apex Technology Acquisition (NASDAQ:APXT – Get Free Report) are both small-cap computer and technology companies, but which is the better investment? We will compare... More of this article »
Brokerages Set Target Corporation (NYSE:TGT) PT at $126.11
Shares of Target Corporation (NYSE:TGT – Get Free Report) have been given an average recommendation of “Hold” by the thirty-three brokerages that are covering the stock, MarketBeat.com reports. Three research analysts... More of this article »
Automatic Data Processing, Inc. (NASDAQ:ADP) Given Average Recommendation of “Hold” by Analysts
Automatic Data Processing, Inc. (NASDAQ:ADP – Get Free Report) has been assigned an average rating of “Hold” from the thirteen ratings firms that are currently covering the stock, MarketBeat Ratings reports. One... More of this article »
Retirement Planning Group LLC NY Has $4.81 Million Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ
Retirement Planning Group LLC NY raised its holdings in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 28.5% during the 1st quarter, according to the company in its most recent 13F filing... More of this article »
JPMorgan Equity Premium Income ETF $JEPI Shares Acquired by Retirement Planning Group LLC NY
Retirement Planning Group LLC NY lifted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 6.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
GXO Logistics, Inc. (NYSE:GXO) Receives $69.92 Average Price Target from Brokerages
Shares of GXO Logistics, Inc. (NYSE:GXO – Get Free Report) have been given an average recommendation of “Moderate Buy” by the thirteen brokerages that are presently covering the firm, Marketbeat reports. One research... More of this article »
Riverstone Advisors LLC Has $12.50 Million Stake in Toll Brothers Inc. $TOL
Riverstone Advisors LLC cut its stake in shares of Toll Brothers Inc. (NYSE:TOL – Free Report) by 5.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Tassel Capital Management Inc. Has $17.73 Million Stock Position in Dimensional US Core Equity Market ETF $DFAU
Tassel Capital Management Inc. lifted its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 4.7% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Riverstone Advisors LLC Invests $589,000 in PGIM Ultra Short Bond ETF $PULS
Riverstone Advisors LLC bought a new stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Merkkuri Wealth Advisors LLC Trims Stake in SPDR Gold MiniShares Trust $GLDM
Merkkuri Wealth Advisors LLC lessened its position in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 25.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Venturi Wealth Management LLC Sells 23,920 Shares of iShares Core Total USD Bond Market ETF $IUSB
Venturi Wealth Management LLC lessened its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 20.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Venturi Wealth Management LLC Sells 214,842 Shares of Vanguard Growth ETF $VUG
Venturi Wealth Management LLC lowered its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 74.2% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Venturi Wealth Management LLC Purchases 22,995 Shares of iShares MSCI EAFE ETF $EFA
Venturi Wealth Management LLC lifted its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 12.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Insider Selling: AmpliTech Group (NASDAQ:AMPG) Director Sells $60,548.22 in Stock
AmpliTech Group, Inc. (NASDAQ:AMPG – Get Free Report) Director Daniel Richard Mazziota sold 7,157 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price... More of this article »
Insider Buying: BioCardia (NASDAQ:BCDA) Director Acquires $39,000.00 in Stock
BioCardia, Inc. (NASDAQ:BCDA – Get Free Report) Director Simon Stertzer acquired 39,000 shares of the firm’s stock in a transaction on Tuesday, June 23rd. The stock was bought at an average price of $1.00 per share, with... More of this article »
Merkkuri Wealth Advisors LLC Has $272,000 Stock Holdings in Ares Capital Corporation $ARCC
Merkkuri Wealth Advisors LLC trimmed its holdings in shares of Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 69.6% in the first quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Banque Cantonale Vaudoise Cuts Stock Holdings in Valero Energy Corporation $VLO
Banque Cantonale Vaudoise lowered its position in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 51.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Poehling Capital Management INC. Trims Stake in Sphere Entertainment Co. $SPHR
Poehling Capital Management INC. lowered its position in Sphere Entertainment Co. (NYSE:SPHR – Free Report) by 24.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
UnitedHealth Group Incorporated $UNH Shares Sold by SmartHarvest Portfolios LLC
SmartHarvest Portfolios LLC reduced its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 53.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Independent Wealth Network Inc. Makes New $517,000 Investment in Vanguard Small-Cap ETF $VB
Independent Wealth Network Inc. bought a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Lifeway Foods (NASDAQ:LWAY) Major Shareholder Ludmila Smolyansky Sells 40,000 Shares of Stock
Lifeway Foods, Inc. (NASDAQ:LWAY – Get Free Report) major shareholder Ludmila Smolyansky sold 40,000 shares of Lifeway Foods stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price... More of this article »