Home » Banking
Calamos Advisors LLC Sells 4,191 Shares of Spotify Technology $SPOT
Calamos Advisors LLC cut its stake in shares of Spotify Technology (NYSE:SPOT – Free Report) by 9.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 38,619 shares... More of this article »
Harel Insurance Investments & Financial Services Ltd. Increases Stock Holdings in RTX Corporation $RTX
Harel Insurance Investments & Financial Services Ltd. increased its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 43.3% during the 1st quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Diversify Wealth Management LLC Has $1.61 Million Stock Holdings in Occidental Petroleum Corporation $OXY
Diversify Wealth Management LLC increased its stake in shares of Occidental Petroleum Corporation (NYSE:OXY – Free Report) by 108.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 26,531... More of this article »
CFO Capital Management LLC Makes New Investment in Deere & Company $DE
CFO Capital Management LLC acquired a new stake in shares of Deere & Company (NYSE:DE – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund acquired 1,817 shares of the industrial products company’s... More of this article »
Sigma Planning Corp Raises Stake in First Trust Enhanced Short Maturity ETF $FTSM
Sigma Planning Corp grew its position in First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 46.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Microvast (NASDAQ:MVST) Rating Increased to Hold at Zacks Research
Zacks Research upgraded shares of Microvast (NASDAQ:MVST – Free Report) from a strong sell rating to a hold rating in a research note issued to investors on Monday,Zacks.com reports. A number of other research analysts also recently... More of this article »
Beauty Health (NASDAQ:SKIN) Upgraded to Strong-Buy at Zacks Research
Zacks Research upgraded shares of Beauty Health (NASDAQ:SKIN – Free Report) from a hold rating to a strong-buy rating in a research report report published on Monday morning,Zacks.com reports. SKIN has been the subject of several... More of this article »
iShares Russell 2000 ETF $IWM Stock Holdings Lessened by Sanctuary Advisors LLC
Sanctuary Advisors LLC lessened its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 7.1% in the first quarter, according to its most recent filing with the SEC. The fund owned 154,202 shares of the... More of this article »
Tractor Supply (NASDAQ:TSCO) Rating Lowered to “Strong Sell” at Zacks Research
Tractor Supply (NASDAQ:TSCO – Get Free Report) was downgraded by Zacks Research from a “hold” rating to a “strong sell” rating in a research report issued on Monday,Zacks.com reports. TSCO has been the... More of this article »
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $GSEW Shares Sold by Members Trust Co
Members Trust Co decreased its holdings in shares of Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (BATS:GSEW – Free Report) by 1.6% in the first quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
Essex Property Trust (NYSE:ESS) Rating Increased to Strong-Buy at Jefferies Financial Group
Jefferies Financial Group upgraded shares of Essex Property Trust (NYSE:ESS – Free Report) from a hold rating to a strong-buy rating in a research note released on Tuesday morning,Zacks.com reports. Several other equities analysts... More of this article »
Mandatum Life Insurance Co Ltd Takes $1.70 Million Position in Palo Alto Networks, Inc. $PANW
Mandatum Life Insurance Co Ltd acquired a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Shares Bought by SouthState Bank Corp
SouthState Bank Corp raised its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 84.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Zweig DiMenna Associates LLC Raises Stock Position in VanEck Oil Services ETF $OIH
Zweig DiMenna Associates LLC raised its position in VanEck Oil Services ETF (NYSEARCA:OIH – Free Report) by 50.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
MercadoLibre (NASDAQ:MELI) Upgraded to Hold at Zacks Research
MercadoLibre (NASDAQ:MELI – Get Free Report) was upgraded by research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued on Monday,Zacks.com reports. Several... More of this article »
Brokerages Set Emera Incorporated (TSE:EMA) Price Target at C$74.39
Shares of Emera Incorporated (TSE:EMA – Get Free Report) have received an average recommendation of “Moderate Buy” from the ten brokerages that are currently covering the stock, MarketBeat reports. Four investment... More of this article »
Y Intercept Hong Kong Ltd Sells 65,965 Shares of Agios Pharmaceuticals, Inc. $AGIO
Y Intercept Hong Kong Ltd lessened its position in Agios Pharmaceuticals, Inc. (NASDAQ:AGIO – Free Report) by 82.6% during the 1st quarter, Holdings Channel reports. The firm owned 13,866 shares of the biopharmaceutical company’s... More of this article »
NFSG Corp Has $953,000 Holdings in Caterpillar Inc. $CAT
NFSG Corp raised its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 135.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
NextEra Energy, Inc. $NEE Shares Bought by Northstar Financial Companies Inc.
Northstar Financial Companies Inc. grew its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 78.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Hims & Hers Health (NYSE:HIMS) Raised to Hold at Zacks Research
Hims & Hers Health (NYSE:HIMS – Get Free Report) was upgraded by stock analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a report released on Monday,Zacks.com reports. HIMS... More of this article »
Y Intercept Hong Kong Ltd Sells 47,497 Shares of Apple Inc. $AAPL
Y Intercept Hong Kong Ltd cut its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 17.7% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 221,242 shares of the iPhone maker’s stock after... More of this article »
Signet Financial Management LLC Raises Position in The Goldman Sachs Group, Inc. $GS
Signet Financial Management LLC grew its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 109.5% in the 1st quarter, HoldingsChannel.com reports. The fund owned 5,240 shares of the investment management company’s... More of this article »
VanEck Semiconductor ETF $SMH Shares Acquired by Sigma Planning Corp
Sigma Planning Corp lifted its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 10.3% in the first quarter, Holdings Channel.com reports. The institutional investor owned 24,404 shares of the company’s... More of this article »
Livforsakringsbolaget Skandia Omsesidigt Acquires 3,700 Shares of The Goldman Sachs Group, Inc. $GS
Livforsakringsbolaget Skandia Omsesidigt boosted its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 9.2% during the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Wealthgarden F.S. LLC Sells 17,409 Shares of Avantis Emerging Markets Equity ETF $AVEM
Wealthgarden F.S. LLC cut its position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 49.9% in the first quarter, according to the company in its most recent filing with the Securities and... More of this article »
Northstar Financial Companies Inc. Has $1.10 Million Stock Position in iShares Core Total USD Bond Market ETF $IUSB
Northstar Financial Companies Inc. raised its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 331.5% in the first quarter, Holdings Channel reports. The fund owned 23,884 shares of the company’s... More of this article »
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group Takes $9.71 Million Position in Salesforce Inc. $CRM
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group bought a new position in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the 1st quarter, Holdings Channel reports. The fund bought 52,000 shares of... More of this article »
PDD Holdings Inc. Sponsored ADR $PDD is True Light Capital Pte. Ltd.’s Largest Position
True Light Capital Pte. Ltd. grew its holdings in PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD – Free Report) by 4.0% in the 1st quarter, Holdings Channel.com reports. The fund owned 626,300 shares of the company’s stock... More of this article »
Signet Financial Management LLC Acquires New Shares in Sprouts Farmers Market, Inc. $SFM
Signet Financial Management LLC acquired a new position in Sprouts Farmers Market, Inc. (NASDAQ:SFM – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 38,089 shares of the... More of this article »
Sanctuary Advisors LLC Grows Holdings in Vanguard Dividend Appreciation ETF $VIG
Sanctuary Advisors LLC raised its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Sprott Nickel Miners ETF $NIKL Shares Acquired by Nwam LLC
Nwam LLC lifted its holdings in shares of Sprott Nickel Miners ETF (NASDAQ:NIKL – Free Report) by 51.4% in the first quarter, Holdings Channel.com reports. The institutional investor owned 232,255 shares of the company’s... More of this article »
Sanctuary Advisors LLC Raises Stake in iShares Core MSCI EAFE ETF $IEFA
Sanctuary Advisors LLC raised its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
RWWM Inc. Raises Position in Helen of Troy Limited $HELE
RWWM Inc. lifted its holdings in shares of Helen of Troy Limited (NASDAQ:HELE – Free Report) by 85.7% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Vanguard Total Stock Market ETF $VTI is Roberts Glore & Co. Inc. IL’s 7th Largest Position
Roberts Glore & Co. Inc. IL boosted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 5.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Analysts Set Guardian Pharmacy Services, Inc. (NYSE:GRDN) Price Target at $42.83
Shares of Guardian Pharmacy Services, Inc. (NYSE:GRDN – Get Free Report) have been given an average rating of “Moderate Buy” by the nine brokerages that are covering the firm, MarketBeat Ratings reports. Two equities... More of this article »
Spv-2 L.P. Sl Sells 59,492 Shares of Dell Technologies (NYSE:DELL) Stock
Dell Technologies Inc. (NYSE:DELL – Get Free Report) Director Spv-2 L.P. Sl sold 59,492 shares of the business’s stock in a transaction that occurred on Thursday, July 9th. The stock was sold at an average price of $453.54,... More of this article »
Head to Head Comparison: Genmab A/S (OTCMKTS:GNMSF) vs. Humacyte (NASDAQ:HUMA)
Humacyte (NASDAQ:HUMA – Get Free Report) and Genmab A/S (OTCMKTS:GNMSF – Get Free Report) are both medical companies, but which is the better investment? We will compare the two companies based on the strength of their... More of this article »
iShares 7-10 Year Treasury Bond ETF $IEF Shares Acquired by MTC Wealth Management LLC
MTC Wealth Management LLC boosted its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 8.3% in the first quarter, Holdings Channel reports. The firm owned 92,695 shares of the exchange traded fund’s... More of this article »
DXC Technology (NYSE:DXC) Upgraded to Hold at Zacks Research
DXC Technology (NYSE:DXC – Get Free Report) was upgraded by research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research report issued to clients and investors on Monday,Zacks.com... More of this article »
Silvaco Group, Inc. (NASDAQ:SVCO) Given Average Rating of “Moderate Buy” by Brokerages
Shares of Silvaco Group, Inc. (NASDAQ:SVCO – Get Free Report) have been assigned an average rating of “Moderate Buy” from the five brokerages that are presently covering the company, MarketBeat Ratings reports. One... More of this article »
Private Wealth Partners LLC Acquires 4,246 Shares of Amazon.com, Inc. $AMZN
Private Wealth Partners LLC boosted its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 1.6% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 276,531 shares of... More of this article »
Moran Wealth Management LLC Boosts Stock Position in Amazon.com, Inc. $AMZN
Moran Wealth Management LLC boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 10.9% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 92,276 shares of the e-commerce... More of this article »
iShares TIPS Bond ETF $TIP Stock Position Raised by Ethos Financial Group LLC
Ethos Financial Group LLC grew its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 9.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 228,072 shares of the exchange traded fund’s... More of this article »
Hsbc Holdings PLC Has $888,000 Position in MaxLinear, Inc $MXL
Hsbc Holdings PLC reduced its holdings in MaxLinear, Inc (NASDAQ:MXL – Free Report) by 23.5% in the fourth quarter, HoldingsChannel reports. The firm owned 50,316 shares of the semiconductor company’s stock after selling... More of this article »
Ethos Financial Group LLC Has $13.60 Million Stock Holdings in Alpha Architect U.S. Quantitative Value ETF $QVAL
Ethos Financial Group LLC lowered its stake in Alpha Architect U.S. Quantitative Value ETF (NASDAQ:QVAL – Free Report) by 10.4% in the first quarter, HoldingsChannel.com reports. The firm owned 260,869 shares of the company’s... More of this article »
Ethos Financial Group LLC Cuts Stake in State Street SPDR Portfolio S&P 500 ETF $SPYM
Ethos Financial Group LLC lowered its holdings in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 9.7% during the 1st quarter, according to the company in its most recent filing with the... More of this article »
Y Intercept Hong Kong Ltd Sells 5,954 Shares of iShares MSCI EAFE Min Vol Factor ETF $EFAV
Y Intercept Hong Kong Ltd lessened its stake in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Free Report) by 58.1% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 4,294... More of this article »
NXP Semiconductors N.V. $NXPI Shares Sold by Zweig DiMenna Associates LLC
Zweig DiMenna Associates LLC lessened its holdings in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 35.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »