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Euro Pacific Asset Management LLC Purchases 349,400 Shares of Algonquin Power & Utilities Corp. $AQN
Euro Pacific Asset Management LLC lifted its position in Algonquin Power & Utilities Corp. (NYSE:AQN – Free Report) by 98.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Wells Fargo & Company $WFC Shares Sold by Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC lessened its holdings in Wells Fargo & Company (NYSE:WFC) by 3.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
31,680 Shares in Joint Stock Company Kaspi.kz Sponsored ADR $KSPI Bought by Euro Pacific Asset Management LLC
Euro Pacific Asset Management LLC bought a new position in shares of Joint Stock Company Kaspi.kz Sponsored ADR (NASDAQ:KSPI – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Bank of New York Mellon Corp Purchases 251,614 Shares of Carlisle Companies Incorporated $CSL
Bank of New York Mellon Corp raised its position in shares of Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 26.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Bartlett & CO. Wealth Management LLC Decreases Stock Position in iShares Russell Mid-Cap Value ETF $IWS
Bartlett & CO. Wealth Management LLC trimmed its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 7.1% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Bartlett & CO. Wealth Management LLC Reduces Position in Vanguard Small-Cap Growth ETF $VBK
Bartlett & CO. Wealth Management LLC decreased its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 5.3% in the first quarter, according to the company in its most recent 13F filing with... More of this article »
Equinox Gold Corp. $EQX Stock Holdings Raised by Euro Pacific Asset Management LLC
Euro Pacific Asset Management LLC grew its stake in Equinox Gold Corp. (NYSEAMERICAN:EQX – Free Report) by 20.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
iShares Russell Mid-Cap Growth ETF $IWP Stock Holdings Cut by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC reduced its position in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 3.5% in the first quarter, according to the company in its most recent 13F filing... More of this article »
Checchi Capital Advisers LLC Purchases 1,788 Shares of Alphabet Inc. $GOOG
Checchi Capital Advisers LLC boosted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.1% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 45,356 shares of... More of this article »
S&P Global Inc. $SPGI Shares Sold by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC lowered its holdings in S&P Global Inc. (NYSE:SPGI – Free Report) by 11.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Alphabet Inc. $GOOG Shares Bought by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 12.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 170,449... More of this article »
Bartlett & CO. Wealth Management LLC Decreases Position in Zoetis Inc. $ZTS
Bartlett & CO. Wealth Management LLC lessened its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 10.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Calamos Advisors LLC Buys 77,797 Shares of Alphabet Inc. $GOOG
Calamos Advisors LLC increased its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
3,644 Shares in iShares Select Dividend ETF $DVY Purchased by Diversify Wealth Management LLC
Diversify Wealth Management LLC purchased a new position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Bartlett & CO. Wealth Management LLC Has $31.85 Million Stock Position in JPMorgan U.S. Quality Factor ETF $JQUA
Bartlett & CO. Wealth Management LLC grew its position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 9.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Insider Selling: PPL (NYSE:PPL) Director Sells $169,883.04 in Stock
PPL Corporation (NYSE:PPL – Get Free Report) Director John Raymond sold 6,494 shares of the company’s stock in a transaction dated Monday, July 13th. The stock was sold at an average price of $26.16, for a total value of... More of this article »
Meet Kevin Pricing Power ETF (NYSEARCA:PP) CEO Sells $5,267,290.00 in Stock
The Meet Kevin Pricing Power ETF (NYSEARCA:PP – Get Free Report) CEO Charles Giancarlo sold 65,800 shares of Meet Kevin Pricing Power ETF stock in a transaction that occurred on Thursday, July 9th. The shares were sold at an... More of this article »
InvenTrust Properties Corp. (NYSE:IVT) Receives Consensus Recommendation of “Buy” from Brokerages
InvenTrust Properties Corp. (NYSE:IVT – Get Free Report) has received a consensus recommendation of “Buy” from the seven analysts that are currently covering the firm, MarketBeat.com reports. One analyst has rated... More of this article »
Peyto Exploration & Development (TSE:PEY) Director Jean-Paul Henri Lachance Sells 32,500 Shares of Stock
Peyto Exploration & Development Corp. (TSE:PEY – Get Free Report) Director Jean-Paul Henri Lachance sold 32,500 shares of the business’s stock in a transaction on Friday, July 17th. The stock was sold at an average... More of this article »
Maze Therapeutics, Inc. (NASDAQ:MAZE) Given Average Recommendation of “Buy” by Brokerages
Maze Therapeutics, Inc. (NASDAQ:MAZE – Get Free Report) has received a consensus rating of “Buy” from the eleven brokerages that are covering the company, MarketBeat reports. One analyst has rated the stock with... More of this article »
Kion Group (OTCMKTS:KIGRY) Given Consensus Recommendation of “Moderate Buy” by Analysts
Kion Group (OTCMKTS:KIGRY – Get Free Report) has received an average rating of “Moderate Buy” from the seven research firms that are currently covering the stock, Marketbeat.com reports. One analyst has rated the... More of this article »
Stantec Inc. (NYSE:STN) Given Average Recommendation of “Moderate Buy” by Brokerages
Shares of Stantec Inc. (NYSE:STN – Get Free Report) (TSE:STN) have received an average rating of “Moderate Buy” from the seven brokerages that are covering the firm, Marketbeat.com reports. Two equities research... More of this article »
ABB Ltd (OTCMKTS:ABBNY) Given Consensus Rating of “Hold” by Analysts
ABB Ltd (OTCMKTS:ABBNY – Get Free Report) has received a consensus rating of “Hold” from the twelve ratings firms that are covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the... More of this article »
Contrasting Fortis (NYSE:FTS) & Iberdrola (OTCMKTS:IBDRY)
Iberdrola (OTCMKTS:IBDRY – Get Free Report) and Fortis (NYSE:FTS – Get Free Report) are both large-cap utilities companies, but which is the superior business? We will compare the two businesses based on the strength of... More of this article »
Copeland Capital Management LLC Sells 4,524 Shares of Jack Henry & Associates, Inc. $JKHY
Copeland Capital Management LLC lessened its holdings in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY – Free Report) by 2.7% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 162,103... More of this article »
Copeland Capital Management LLC Has $23.86 Million Stock Holdings in Churchill Downs, Incorporated $CHDN
Copeland Capital Management LLC grew its holdings in Churchill Downs, Incorporated (NASDAQ:CHDN – Free Report) by 9.9% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Cornerstone Planning Group LLC Has $499,000 Holdings in iShares ESG MSCI KLD 400 ETF $DSI
Cornerstone Planning Group LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 2,103.2% during the 1st quarter, according to the company in its most recent filing with the SEC.... More of this article »
UniFirst Corporation $UNF Shares Sold by Copeland Capital Management LLC
Copeland Capital Management LLC cut its holdings in UniFirst Corporation (NYSE:UNF – Free Report) by 71.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 85,106 shares... More of this article »
Copeland Capital Management LLC Grows Position in Esquire Financial Holdings, Inc. $ESQ
Copeland Capital Management LLC raised its stake in shares of Esquire Financial Holdings, Inc. (NASDAQ:ESQ – Free Report) by 14.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Cornerstone Planning Group LLC Grows Stock Holdings in iShares MBS ETF $MBB
Cornerstone Planning Group LLC lifted its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 29.7% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Copeland Capital Management LLC Purchases New Shares in TD SYNNEX Corporation $SNX
Copeland Capital Management LLC purchased a new position in shares of TD SYNNEX Corporation (NYSE:SNX – Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Cornerstone Planning Group LLC Invests $891,000 in VanEck Energy Income ETF $EINC
Cornerstone Planning Group LLC acquired a new stake in VanEck Energy Income ETF (NYSEARCA:EINC – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 7,419 shares... More of this article »
Cornerstone Planning Group LLC Invests $1.16 Million in JPMorgan Inflation Managed Bond ETF $JCPI
Cornerstone Planning Group LLC bought a new position in JPMorgan Inflation Managed Bond ETF (BATS:JCPI – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Cornerstone Planning Group LLC Has $51.21 Million Stake in Schwab Fundamental U.S. Large Company ETF $FNDX
Cornerstone Planning Group LLC lifted its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 8.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
NVIDIA Corporation $NVDA Shares Sold by Eads & Heald Wealth Management
Eads & Heald Wealth Management lowered its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 7.3% during the 1st quarter, HoldingsChannel.com reports. The fund owned 37,088 shares of the computer hardware... More of this article »
Fifth Third Bancorp Purchases 92,996 Shares of Tractor Supply Company $TSCO
Fifth Third Bancorp boosted its position in Tractor Supply Company (NASDAQ:TSCO – Free Report) by 297.7% during the first quarter, Holdings Channel.com reports. The fund owned 124,233 shares of the specialty retailer’s... More of this article »
Vietnam Enterprise (LON:VEIL) Stock Price Crosses Below 50 Day Moving Average – What’s Next?
Vietnam Enterprise (LON:VEIL – Get Free Report)’s share price passed below its fifty day moving average during trading on Friday . The stock has a fifty day moving average of GBX 764.46 and traded as low as GBX 731.32.... More of this article »
RBC Bearings Incorporated $RBC Shares Sold by Bessemer Group Inc.
Bessemer Group Inc. reduced its stake in shares of RBC Bearings Incorporated (NYSE:RBC – Free Report) by 6.2% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 78,646 shares of the industrial... More of this article »
SPDR Gold Shares $GLD Position Boosted by Cornerstone Planning Group LLC
Cornerstone Planning Group LLC grew its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 126.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Centennial Bank AR Grows Position in Avantis U.S. Small Cap Equity ETF $AVSC
Centennial Bank AR boosted its position in Avantis U.S. Small Cap Equity ETF (NYSEARCA:AVSC – Free Report) by 59.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Bartlett & CO. Wealth Management LLC Sells 6,216 Shares of Illinois Tool Works Inc. $ITW
Bartlett & CO. Wealth Management LLC cut its holdings in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 3.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Amgen Inc. $AMGN Holdings Decreased by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC lowered its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 5.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Vanguard Short-Term Bond ETF $BSV is Centennial Bank AR’s 10th Largest Position
Centennial Bank AR raised its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 31.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Bartlett & CO. Wealth Management LLC Boosts Stake in Waste Management, Inc. $WM
Bartlett & CO. Wealth Management LLC grew its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 2.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Abbott Laboratories $ABT Shares Sold by Bartlett & CO. Wealth Management LLC
Bartlett & CO. Wealth Management LLC cut its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 2.3% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Cornerstone Planning Group LLC Buys 63,070 Shares of Schwab Fundamental Emerging Markets Equity ETF $FNDE
Cornerstone Planning Group LLC raised its stake in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 17.9% during the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Vanguard S&P 500 ETF $VOO is Bartlett & CO. Wealth Management LLC’s 4th Largest Position
Bartlett & CO. Wealth Management LLC raised its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.8% during the first quarter, according to its most recent 13F filing with the Securities and... More of this article »
Centennial Bank AR Has $12.09 Million Position in Dimensional US Core Equity Market ETF $DFAU
Centennial Bank AR boosted its stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 9.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »