Home » Banking
Mosaic Family Wealth Partners LLC Has $2.24 Million Stock Holdings in iShares iBonds Dec 2026 Term Corporate ETF $IBDR
Mosaic Family Wealth Partners LLC boosted its stake in iShares iBonds Dec 2026 Term Corporate ETF (NYSEARCA:IBDR – Free Report) by 96.7% during the first quarter, according to the company in its most recent filing with the SEC.... More of this article »
Valued Wealth Advisors LLC Has $14.85 Million Holdings in Avantis Emerging Markets Equity ETF $AVEM
Valued Wealth Advisors LLC increased its position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 4.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Mosaic Family Wealth Partners LLC Grows Stock Position in PGIM Municipal Income Opportunities ETF $PMIO
Mosaic Family Wealth Partners LLC grew its stake in shares of PGIM Municipal Income Opportunities ETF (NYSEARCA:PMIO – Free Report) by 28.9% in the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Kestra Advisory Services LLC Has $98.37 Million Stock Holdings in Vanguard FTSE Developed Markets ETF $VEA
Kestra Advisory Services LLC lifted its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 11.0% during the 1st quarter, according to the company in its most recent Form 13F filing with... More of this article »
Pearl Planning LLC Purchases Shares of 358,146 JPMorgan Income ETF $JPIE
Pearl Planning LLC purchased a new stake in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
Analysts Set Addus HomeCare Corporation (NASDAQ:ADUS) PT at $131.00
Shares of Addus HomeCare Corporation (NASDAQ:ADUS – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the ten brokerages that are presently covering the company, MarketBeat reports. One... More of this article »
Kestra Advisory Services LLC Has $52.26 Million Stock Position in iShares Gold Trust $IAU
Kestra Advisory Services LLC increased its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 5.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Mosaic Family Wealth Partners LLC Boosts Holdings in Vanguard Mid-Cap Growth ETF $VOT
Mosaic Family Wealth Partners LLC grew its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 12.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Kestra Advisory Services LLC Increases Stock Holdings in Putnam Focused Large Cap Value ETF $PVAL
Kestra Advisory Services LLC boosted its holdings in shares of Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) by 37.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Money Concepts Capital Corp Raises Holdings in JPMorgan Ultra-Short Income ETF $JPST
Money Concepts Capital Corp boosted its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 178.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Brokerages Set Malibu Boats, Inc. (NASDAQ:MBUU) Target Price at $31.00
Malibu Boats, Inc. (NASDAQ:MBUU – Get Free Report) has been assigned a consensus recommendation of “Hold” from the six ratings firms that are presently covering the company, Marketbeat reports. One analyst has rated... More of this article »
Expro Group Holdings N.V. (NYSE:XPRO) Receives Average Recommendation of “Hold” from Analysts
Shares of Expro Group Holdings N.V. (NYSE:XPRO – Get Free Report) have received a consensus rating of “Hold” from the seven analysts that are currently covering the company, Marketbeat reports. Two analysts have... More of this article »
Brokerages Set Jefferies Financial Group Inc. (NYSE:JEF) PT at $62.62
Shares of Jefferies Financial Group Inc. (NYSE:JEF – Get Free Report) have earned a consensus recommendation of “Hold” from the seven brokerages that are covering the firm, Marketbeat reports. One investment analyst... More of this article »
Analysts Set Teads Holding Co. (NASDAQ:TEAD) PT at $3.27
Teads Holding Co. (NASDAQ:TEAD – Get Free Report) has been given an average recommendation of “Hold” by the five analysts that are currently covering the stock, MarketBeat Ratings reports. One analyst has rated... More of this article »
Ibex Wealth Advisors Buys Shares of 9,477 Aflac Incorporated $AFL
Ibex Wealth Advisors purchased a new stake in Aflac Incorporated (NYSE:AFL – Free Report) in the first quarter, HoldingsChannel reports. The firm purchased 9,477 shares of the financial services provider’s stock, valued... More of this article »
Ibex Wealth Advisors Purchases 22,903 Shares of Lam Research Corporation $LRCX
Ibex Wealth Advisors grew its position in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 135.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
434 Shares in Sandisk Corporation $SNDK Bought by Resonant Capital Advisors LLC
Resonant Capital Advisors LLC purchased a new stake in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Horrell Capital Management Inc. Has $7.71 Million Stock Position in L3Harris Technologies Inc $LHX
Horrell Capital Management Inc. trimmed its stake in L3Harris Technologies Inc (NYSE:LHX – Free Report) by 8.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Insmed, Inc. $INSM Shares Bought by Swedbank AB
Swedbank AB raised its holdings in Insmed, Inc. (NASDAQ:INSM – Free Report) by 39.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 82,865 shares of the biopharmaceutical... More of this article »
Swedbank AB Sells 87,198 Shares of HP Inc. $HPQ
Swedbank AB cut its stake in HP Inc. (NYSE:HPQ – Free Report) by 10.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 772,383 shares of the computer... More of this article »
Sunrun (NASDAQ:RUN) CEO Sells $316,362.15 in Stock
Sunrun Inc. (NASDAQ:RUN – Get Free Report) CEO Mary Powell sold 23,985 shares of the company’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $13.19, for a total value of $316,362.15.... More of this article »
Natera, Inc. $NTRA Shares Sold by Sumitomo Mitsui Trust Group Inc.
Sumitomo Mitsui Trust Group Inc. reduced its stake in Natera, Inc. (NASDAQ:NTRA – Free Report) by 2.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Insider Selling: Arista Networks (NYSE:ANET) Major Shareholder Sells $39,040,800.00 in Stock
Arista Networks, Inc. (NYSE:ANET – Get Free Report) major shareholder Andreas Bechtolsheim sold 240,000 shares of the firm’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $162.67,... More of this article »
Standard Chartered (OTCMKTS:SCBFF) Hits New 1-Year High – Should You Buy?
Standard Chartered PLC (OTCMKTS:SCBFF – Get Free Report) reached a new 52-week high on Wednesday . The company traded as high as $28.1588 and last traded at $28.1588, with a volume of 3913 shares trading hands. The stock had... More of this article »
Evergy (NASDAQ:EVRG) Sets New 1-Year High – Still a Buy?
Evergy Inc. (NASDAQ:EVRG – Get Free Report)’s share price hit a new 52-week high on Wednesday . The stock traded as high as $88.62 and last traded at $87.12, with a volume of 2346808 shares traded. The stock had previously... More of this article »
ALPS O’Shares U.S. Quality Dividend ETF (BATS:OUSA) Reaches New 1-Year High – What’s Next?
Shares of ALPS O’Shares U.S. Quality Dividend ETF (BATS:OUSA – Get Free Report) hit a new 52-week high during trading on Wednesday . The company traded as high as $60.43 and last traded at $59.99, with a volume of 22776... More of this article »
iShares Russell 1000 Value ETF (NYSEARCA:IWD) Sets New 1-Year High – Should You Buy?
iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Free Report) shares hit a new 52-week high on Wednesday . The stock traded as high as $249.26 and last traded at $247.74, with a volume of 1262888 shares. The stock had previously... More of this article »
iShares MSCI Spain ETF (NYSEARCA:EWP) Sets New 1-Year High – Still a Buy?
iShares MSCI Spain ETF (NYSEARCA:EWP – Get Free Report) reached a new 52-week high during trading on Wednesday . The company traded as high as $60.49 and last traded at $59.82, with a volume of 162458 shares changing hands. The... More of this article »
iShares Global Financials ETF (NYSEARCA:IXG) Hits New 1-Year High – What’s Next?
Shares of iShares Global Financials ETF (NYSEARCA:IXG – Get Free Report) hit a new 52-week high during trading on Wednesday . The stock traded as high as $130.29 and last traded at $129.25, with a volume of 55773 shares changing... More of this article »
Sumitomo Mitsui Trust Group Inc. Sells 20,626 Shares of Norfolk Southern Corporation $NSC
Sumitomo Mitsui Trust Group Inc. reduced its stake in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 3.9% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 504,042... More of this article »
Sumitomo Mitsui Trust Group Inc. Purchases 416,206 Shares of Roblox Corporation $RBLX
Sumitomo Mitsui Trust Group Inc. grew its position in shares of Roblox Corporation (NYSE:RBLX – Free Report) by 10.3% during the first quarter, according to its most recent filing with the SEC. The firm owned 4,451,881 shares... More of this article »
908 Devices (NASDAQ:MASS) Director Sells $19,844.00 in Stock
908 Devices Inc. (NASDAQ:MASS – Get Free Report) Director Christopher Brown sold 2,200 shares of the business’s stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $9.02, for a total... More of this article »
Bonk (NASDAQ:BNKK) Director Buys $17,138.73 in Stock
Bonk, Inc. (NASDAQ:BNKK – Get Free Report) Director Mitchell Austin Rudy bought 11,659 shares of Bonk stock in a transaction dated Thursday, July 2nd. The stock was purchased at an average cost of $1.47 per share, for a total... More of this article »
Village Super Market, Inc. $VLGEA Shares Bought by Money Concepts Capital Corp
Money Concepts Capital Corp boosted its stake in shares of Village Super Market, Inc. (NASDAQ:VLGEA – Free Report) by 5.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Money Concepts Capital Corp Raises Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG
Money Concepts Capital Corp grew its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 34.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Money Concepts Capital Corp Sells 3,606 Shares of McDonald’s Corporation $MCD
Money Concepts Capital Corp lowered its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 14.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Fidelity NASDAQ Composite Index ETF $ONEQ Shares Purchased by Kestra Advisory Services LLC
Kestra Advisory Services LLC boosted its stake in shares of Fidelity NASDAQ Composite Index ETF (NASDAQ:ONEQ – Free Report) by 21.4% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Kestra Advisory Services LLC Sells 17,429 Shares of NextEra Energy, Inc. $NEE
Kestra Advisory Services LLC lowered its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 3.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Pearl Planning LLC Takes $16.02 Million Position in Fidelity Total Bond ETF $FBND
Pearl Planning LLC purchased a new stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Kestra Advisory Services LLC Has $104.27 Million Stake in JPMorgan Equity Premium Income ETF $JEPI
Kestra Advisory Services LLC lowered its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 7.1% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Invesco NASDAQ 100 ETF $QQQM Shares Purchased by Kestra Advisory Services LLC
Kestra Advisory Services LLC increased its holdings in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 4.3% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 263,368 shares of the... More of this article »
Valued Wealth Advisors LLC Sells 14,369 Shares of Avantis International Equity ETF $AVDE
Valued Wealth Advisors LLC lowered its stake in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 24.8% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Kestra Advisory Services LLC Has $89.87 Million Stock Position in iShares U.S. Technology ETF $IYW
Kestra Advisory Services LLC raised its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 11.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Personal CFO Solutions LLC Has $852,000 Stock Position in Kraft Heinz Company $KHC
Personal CFO Solutions LLC raised its holdings in shares of Kraft Heinz Company (NASDAQ:KHC – Free Report) by 186.3% in the 1st quarter, Holdings Channel.com reports. The fund owned 37,898 shares of the company’s stock... More of this article »
Personal CFO Solutions LLC Makes New $596,000 Investment in Alexandria Real Estate Equities, Inc. $ARE
Personal CFO Solutions LLC bought a new stake in Alexandria Real Estate Equities, Inc. (NYSE:ARE – Free Report) in the first quarter, HoldingsChannel reports. The institutional investor bought 12,634 shares of the real estate... More of this article »
Munich Reinsurance Co Stock Corp in Munich Buys New Shares in Omnicom Group Inc. $OMC
Munich Reinsurance Co Stock Corp in Munich bought a new position in Omnicom Group Inc. (NYSE:OMC – Free Report) during the first quarter, HoldingsChannel.com reports. The institutional investor bought 16,373 shares of the business... More of this article »
Munich Reinsurance Co Stock Corp in Munich Buys 4,912 Shares of Deere & Company $DE
Munich Reinsurance Co Stock Corp in Munich increased its position in shares of Deere & Company (NYSE:DE – Free Report) by 1,792.7% during the first quarter, Holdings Channel reports. The institutional investor owned 5,186... More of this article »
Sumitomo Mitsui Trust Group Inc. Sells 34,648 Shares of Boston Scientific Corporation $BSX
Sumitomo Mitsui Trust Group Inc. reduced its holdings in Boston Scientific Corporation (NYSE:BSX – Free Report) by 1.0% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 3,422,813... More of this article »