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Kestra Advisory Services LLC Increases Stake in PGIM Floating Rate Income ETF $PFRL
Kestra Advisory Services LLC raised its stake in PGIM Floating Rate Income ETF (NYSEARCA:PFRL – Free Report) by 213.9% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 21,051 shares of... More of this article »
Compass Rose Asset Management LP Purchases New Position in Banco Santander, S.A. $SAN
Compass Rose Asset Management LP acquired a new position in Banco Santander, S.A. (NYSE:SAN – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired... More of this article »
Kestra Advisory Services LLC Has $393.05 Million Stake in Microsoft Corporation $MSFT
Kestra Advisory Services LLC lifted its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 9.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Clarkston Capital Partners LLC Has $33.41 Million Stock Position in Roper Technologies, Inc. $ROP
Clarkston Capital Partners LLC grew its position in Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 1,751.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Capula Management Ltd Sells 14,991 Shares of Alerian MLP ETF $AMLP
Capula Management Ltd cut its position in Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 75.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,991... More of this article »
Clg LLC Grows Position in Dimensional Core Fixed Income ETF $DFCF
Clg LLC increased its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 12.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Caxton Associates LLP Raises Stock Holdings in Patterson-UTI Energy, Inc. $PTEN
Caxton Associates LLP lifted its stake in shares of Patterson-UTI Energy, Inc. (NASDAQ:PTEN – Free Report) by 941.8% during the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
DaVita (DVA) – Analysts’ Weekly Ratings Changes
DaVita (NYSE: DVA) recently received a number of ratings updates from brokerages and research firms: 7/14/2026 – DaVita had its price target raised by Truist Financial Corporation from $205.00 to $250.00. They now have a “hold”... More of this article »
HP Inc. $HPQ Shares Bought by Caxton Associates LLP
Caxton Associates LLP increased its holdings in HP Inc. (NYSE:HPQ – Free Report) by 625.6% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 172,893 shares of the computer maker’s... More of this article »
Fortive Corporation $FTV Shares Sold by Clarkston Capital Partners LLC
Clarkston Capital Partners LLC lowered its position in Fortive Corporation (NYSE:FTV – Free Report) by 55.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Amplify Junior Silver Miners ETF $SILJ Shares Sold by Cetera Investment Advisers
Cetera Investment Advisers trimmed its stake in shares of Amplify Junior Silver Miners ETF (NYSEARCA:SILJ – Free Report) by 27.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Dickmeyer Boyce Financial Management Inc. Takes Position in Schwab Fundamental U.S. Small Company ETF $FNDA
Dickmeyer Boyce Financial Management Inc. bought a new position in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Cetera Investment Advisers Acquires 54,817 Shares of iShares MSCI EAFE Small-Cap ETF $SCZ
Cetera Investment Advisers raised its holdings in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 5.1% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 1,131,350... More of this article »
First Trust Advisors LP Sells 327,491 Shares of Old Dominion Freight Line, Inc. $ODFL
First Trust Advisors LP decreased its position in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 29.8% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 770,853 shares of the... More of this article »
First Trust Advisors LP Boosts Stock Position in Incyte Corporation $INCY
First Trust Advisors LP increased its holdings in Incyte Corporation (NASDAQ:INCY – Free Report) by 17.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,500,792 shares of... More of this article »
Invesco S&P 500 Revenue ETF $RWL Shares Bought by Cetera Investment Advisers
Cetera Investment Advisers grew its position in shares of Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) by 25.5% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Perdoceo Education Corporation $PRDO Shares Purchased by First Trust Advisors LP
First Trust Advisors LP grew its holdings in shares of Perdoceo Education Corporation (NASDAQ:PRDO – Free Report) by 2.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
GC Wealth Management RIA LLC Sells 6,500 Shares of Reddit Inc. $RDDT
GC Wealth Management RIA LLC cut its position in Reddit Inc. (NYSE:RDDT – Free Report) by 16.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 32,102... More of this article »
Compound Planning Inc. Sells 72,953 Shares of Schwab U.S. Large-Cap Growth ETF $SCHG
Compound Planning Inc. trimmed its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Compound Planning Inc. Sells 93,327 Shares of Vanguard Total Bond Market ETF $BND
Compound Planning Inc. cut its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 12.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Werner Enterprises (NASDAQ:WERN) Reaches New 1-Year High – Here’s Why
Werner Enterprises, Inc. (NASDAQ:WERN – Get Free Report)’s stock price hit a new 52-week high during mid-day trading on Wednesday . The company traded as high as $47.49 and last traded at $47.29, with a volume of 1514886... More of this article »
Vanguard Small-Cap Growth ETF $VBK Stock Position Raised by Compound Planning Inc.
Compound Planning Inc. lifted its stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 11.2% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Compound Planning Inc. Has $7.83 Million Stock Position in Vanguard Short-Term Bond ETF $BSV
Compound Planning Inc. lifted its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 35.7% during the first quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
ENGIE (OTCMKTS:ENGIY) Shares Cross Below Fifty Day Moving Average – What’s Next?
ENGIE – Sponsored ADR (OTCMKTS:ENGIY – Get Free Report)’s stock price crossed below its 50-day moving average during trading on Thursday . The stock has a 50-day moving average of $31.16 and traded as low as $31.16.... More of this article »
Voya Asia Pacific High Dividend Equity Income Fund (NYSE:IAE) Stock Passes Below Fifty Day Moving Average – What’s Next?
Voya Asia Pacific High Dividend Equity Income Fund (NYSE:IAE – Get Free Report)’s stock price passed below its fifty day moving average during trading on Thursday . The stock has a fifty day moving average of $8.73 and... More of this article »
Compound Planning Inc. Increases Stake in ConocoPhillips $COP
Compound Planning Inc. raised its stake in ConocoPhillips (NYSE:COP – Free Report) by 145.5% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 41,984 shares of the energy producer’s... More of this article »
FCA Corp TX Invests $553,000 in iShares MSCI India ETF $INDA
FCA Corp TX acquired a new stake in iShares MSCI India ETF (BATS:INDA – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Marechale Capital (LON:MAC) Stock Price Passes Below 50 Day Moving Average – Here’s Why
Marechale Capital Plc (LON:MAC – Get Free Report) crossed below its 50-day moving average during trading on Thursday . The stock has a 50-day moving average of GBX 4.97 and traded as low as GBX 4.62. Marechale Capital shares... More of this article »
ECO Animal Health Group (LON:EAH) Shares Cross Above 50-Day Moving Average – Time to Sell?
ECO Animal Health Group plc (LON:EAH – Get Free Report)’s share price crossed above its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of GBX 91.59 and traded as high as GBX 93.... More of this article »
NXT Energy Solutions (TSE:SFD) Shares Pass Below 50-Day Moving Average – Here’s What Happened
NXT Energy Solutions Inc. (TSE:SFD – Get Free Report)’s stock price crossed below its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of C$0.41 and traded as low as C$0.40. NXT Energy... More of this article »
Maven Income and Growth VCT 5 (LON:MIG5) Stock Price Passes Below Fifty Day Moving Average – What’s Next?
Shares of Maven Income and Growth VCT 5 PLC (LON:MIG5 – Get Free Report) passed below its 50-day moving average during trading on Thursday . The stock has a 50-day moving average of GBX 28.04 and traded as low as GBX 27. Maven... More of this article »
Dimensional Fund Advisors LP Reduces Stock Position in Hecla Mining Company $HL
Dimensional Fund Advisors LP trimmed its stake in shares of Hecla Mining Company (NYSE:HL – Free Report) by 27.0% in the first quarter, Holdings Channel.com reports. The fund owned 12,608,301 shares of the basic materials company’s... More of this article »
Dimensional Fund Advisors LP Purchases 571,036 Shares of Amdocs Limited $DOX
Dimensional Fund Advisors LP raised its position in shares of Amdocs Limited (NASDAQ:DOX – Free Report) by 19.7% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 3,463,797 shares of the technology... More of this article »
iShares Core MSCI EAFE ETF $IEFA Shares Bought by Compound Planning Inc.
Compound Planning Inc. raised its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 17.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 247,127 shares of the company’s... More of this article »
State Street SPDR Portfolio S&P 500 ETF $SPYM Position Boosted by Compound Planning Inc.
Compound Planning Inc. grew its holdings in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 144.5% during the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Brooklands Fund Management Ltd Lowers Position in Kinsale Capital Group, Inc. $KNSL
Brooklands Fund Management Ltd decreased its holdings in shares of Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) by 50.0% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Compound Planning Inc. Lowers Stock Position in Robinhood Markets, Inc. $HOOD
Compound Planning Inc. cut its holdings in Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 2.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Brooklands Fund Management Ltd Purchases New Shares in Braskem S.A. $BAK
Brooklands Fund Management Ltd acquired a new position in shares of Braskem S.A. (NYSE:BAK – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Shares Sold by FCA Corp TX
FCA Corp TX trimmed its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 11.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Compound Planning Inc. Sells 22,449 Shares of Coinbase Global, Inc. $COIN
Compound Planning Inc. lowered its position in shares of Coinbase Global, Inc. (NASDAQ:COIN – Free Report) by 8.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 246,967... More of this article »
Capula Management Ltd Takes $9.96 Million Position in International Money Express, Inc. $IMXI
Capula Management Ltd bought a new stake in shares of International Money Express, Inc. (NASDAQ:IMXI – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought... More of this article »
3,218 Shares in Clean Harbors, Inc. $CLH Purchased by Cloverfields Capital Group LP
Cloverfields Capital Group LP acquired a new stake in Clean Harbors, Inc. (NYSE:CLH – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
JD Sports Fashion Plc (LON:JD) Given Average Rating of “Hold” by Analysts
Shares of JD Sports Fashion Plc (LON:JD – Get Free Report) have received a consensus rating of “Hold” from the eight research firms that are covering the firm, Marketbeat reports. One investment analyst has rated... More of this article »
Critical Survey: Southern Missouri Bancorp (NASDAQ:SMBC) versus First Bancorp of Indiana (OTCMKTS:FBPI)
First Bancorp of Indiana (OTCMKTS:FBPI – Get Free Report) and Southern Missouri Bancorp (NASDAQ:SMBC – Get Free Report) are both small-cap finance companies, but which is the better investment? We will contrast the two... More of this article »
Critical Survey: Nayax (NASDAQ:NYAX) and Agritek (OTCMKTS:AGTK)
Nayax (NASDAQ:NYAX – Get Free Report) and Agritek (OTCMKTS:AGTK – Get Free Report) are both business services companies, but which is the better stock? We will contrast the two businesses based on the strength of their... More of this article »
Enovis Corporation (NYSE:ENOV) Given Consensus Recommendation of “Moderate Buy” by Brokerages
Enovis Corporation (NYSE:ENOV – Get Free Report) has been assigned an average rating of “Moderate Buy” from the ten brokerages that are covering the company, Marketbeat.com reports. Two analysts have rated the stock... More of this article »
Oaktree Specialty Lending Corp. (NASDAQ:OCSL) Receives Average Recommendation of “Hold” from Analysts
Oaktree Specialty Lending Corp. (NASDAQ:OCSL – Get Free Report) has been given a consensus rating of “Hold” by the five ratings firms that are presently covering the firm, MarketBeat Ratings reports. Five analysts... More of this article »
WhiteFiber, Inc. (NASDAQ:WYFI) Receives Average Recommendation of “Moderate Buy” from Analysts
Shares of WhiteFiber, Inc. (NASDAQ:WYFI – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the fourteen ratings firms that are presently covering the company, Marketbeat reports.... More of this article »