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Yardley Wealth Management LLC Buys Shares of 998 Vanguard Consumer Discretionary ETF (NYSEARCA:VCR)
Yardley Wealth Management LLC purchased a new position in Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) during the third quarter, Holdings Channel.com reports. The institutional investor purchased 998 shares... More of this article »
Avior Wealth Management LLC Purchases 73,455 Shares of JPMorgan Active Value ETF (NYSEARCA:JAVA)
Avior Wealth Management LLC grew its holdings in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 8.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Avior Wealth Management LLC Has $19.69 Million Holdings in Vanguard Total International Bond ETF (NASDAQ:BNDX)
Avior Wealth Management LLC increased its holdings in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 4.9% during the third quarter, Holdings Channel.com reports. The fund owned 391,553 shares... More of this article »
B. Metzler seel. Sohn & Co. Holding AG Invests $12.44 Million in WEC Energy Group, Inc. (NYSE:WEC)
B. Metzler seel. Sohn & Co. Holding AG bought a new position in WEC Energy Group, Inc. (NYSE:WEC – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm bought 129,295 shares of the utilities provider’s... More of this article »
Aberdeen Wealth Management LLC Has $1.18 Million Stock Holdings in Medtronic plc (NYSE:MDT)
Aberdeen Wealth Management LLC decreased its position in Medtronic plc (NYSE:MDT – Free Report) by 8.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Aberdeen Wealth Management LLC Lowers Holdings in Chevron Co. (NYSE:CVX)
Aberdeen Wealth Management LLC reduced its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 6.7% in the 3rd quarter, Holdings Channel reports. The fund owned 4,239 shares of the oil and gas company’s stock after... More of this article »
Redwood Trust (NYSE:RWT) vs. KKR Real Estate Finance Trust (NYSE:KREF) Head to Head Review
Redwood Trust (NYSE:RWT – Get Free Report) and KKR Real Estate Finance Trust (NYSE:KREF – Get Free Report) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on... More of this article »
Comparing OnKure Therapeutics (OKUR) & Its Competitors
OnKure Therapeutics (NASDAQ:OKUR – Get Free Report) is one of 1,047 public companies in the “Pharmaceutical preparations” industry, but how does it contrast to its competitors? We will compare OnKure Therapeutics... More of this article »
Phillips Financial Management LLC Reduces Holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)
Phillips Financial Management LLC cut its stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 23.8% in the third quarter, Holdings Channel.com reports. The fund owned 2,025 shares of the company’s... More of this article »
Banque Cantonale Vaudoise Has $5.05 Million Stock Position in Welltower Inc. (NYSE:WELL)
Banque Cantonale Vaudoise grew its position in Welltower Inc. (NYSE:WELL – Free Report) by 97.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Beddow Capital Management Inc. Purchases 9 Shares of AutoZone, Inc. (NYSE:AZO)
Beddow Capital Management Inc. boosted its holdings in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 2.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
W.G. Shaheen & Associates DBA Whitney & Co Decreases Stake in General Motors (NYSE:GM)
W.G. Shaheen & Associates DBA Whitney & Co lessened its holdings in shares of General Motors (NYSE:GM – Free Report) (TSE:GMM.U) by 3.6% in the 3rd quarter, according to the company in its most recent 13F filing with... More of this article »
First City Capital Management Inc. Sells 1,073 Shares of Enterprise Products Partners L.P. (NYSE:EPD)
First City Capital Management Inc. reduced its holdings in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 12.8% during the 3rd quarter, Holdings Channel reports. The fund owned 7,309 shares of the oil and gas... More of this article »
Meeder Asset Management Inc. Raises Position in Walmart Inc. (NYSE:WMT)
Meeder Asset Management Inc. raised its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 141.3% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 171,904... More of this article »
Caterpillar Inc. (NYSE:CAT) Shares Acquired by Wrapmanager Inc.
Wrapmanager Inc. boosted its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 13.3% during the third quarter, HoldingsChannel reports. The institutional investor owned 4,511 shares of the industrial products company’s... More of this article »
OneAscent Financial Services LLC Purchases New Shares in Deere & Company (NYSE:DE)
OneAscent Financial Services LLC bought a new position in shares of Deere & Company (NYSE:DE – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 3,537 shares of the industrial... More of this article »
Equita Financial Network Inc. Grows Position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)
Equita Financial Network Inc. increased its position in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 10.8% in the third quarter, Holdings Channel.com reports. The firm owned 53,570 shares of the... More of this article »
Energy Transfer LP (NYSE:ET) Stock Position Lessened by Verity & Verity LLC
Verity & Verity LLC decreased its position in Energy Transfer LP (NYSE:ET – Free Report) by 25.4% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 17,878 shares of the pipeline company’s... More of this article »
Whalen Wealth Management Inc. Makes New $798,000 Investment in Lam Research Co. (NASDAQ:LRCX)
Whalen Wealth Management Inc. acquired a new position in Lam Research Co. (NASDAQ:LRCX – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »
Phocas Financial Corp. Decreases Holdings in F.N.B. Co. (NYSE:FNB)
Phocas Financial Corp. trimmed its position in shares of F.N.B. Co. (NYSE:FNB – Free Report) by 5.8% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 655,687 shares of the bank’s... More of this article »
OneAscent Financial Services LLC Has $397,000 Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)
OneAscent Financial Services LLC cut its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 52.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Princeton Capital Management LLC Purchases 729 Shares of Zscaler, Inc. (NASDAQ:ZS)
Princeton Capital Management LLC increased its stake in Zscaler, Inc. (NASDAQ:ZS – Free Report) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
TrinityPoint Wealth LLC Grows Stock Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
TrinityPoint Wealth LLC grew its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 11.6% during the third quarter, HoldingsChannel reports. The firm owned 1,449 shares of the exchange traded... More of this article »
AMG National Trust Bank Sells 1,451 Shares of Morgan Stanley (NYSE:MS)
AMG National Trust Bank cut its holdings in Morgan Stanley (NYSE:MS – Free Report) by 9.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 14,272... More of this article »
Blackstone Senior Floating Rate 2027 Term Fund Announces Monthly Dividend of $0.11 (NYSE:BSL)
Blackstone Senior Floating Rate 2027 Term Fund (NYSE:BSL – Get Free Report) declared a monthly dividend on Friday, September 13th,Wall Street Journal reports. Shareholders of record on Thursday, November 21st will be paid a dividend... More of this article »
Short Interest in Edwards Lifesciences Co. (NYSE:EW) Decreases By 6.3%
Edwards Lifesciences Co. (NYSE:EW – Get Free Report) saw a significant decrease in short interest in the month of October. As of October 31st, there was short interest totalling 7,700,000 shares, a decrease of 6.3% from the... More of this article »
ARQ (NASDAQ:ARQ) Coverage Initiated at Canaccord Genuity Group
Stock analysts at Canaccord Genuity Group initiated coverage on shares of ARQ (NASDAQ:ARQ – Get Free Report) in a report issued on Tuesday,Briefing.com Automated Import reports. The brokerage set a “buy” rating and... More of this article »
Tranquility Partners LLC Sells 1,084 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Tranquility Partners LLC lessened its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 6.8% in the third quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Verity & Verity LLC Acquires 3,936 Shares of OGE Energy Corp. (NYSE:OGE)
Verity & Verity LLC raised its holdings in OGE Energy Corp. (NYSE:OGE – Free Report) by 0.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Amara Financial LLC. Purchases New Stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)
Amara Financial LLC. acquired a new position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) in the third quarter, HoldingsChannel.com reports. The institutional investor acquired 1,981 shares of the company’s... More of this article »
Fortis Advisors LLC Grows Position in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR)
Fortis Advisors LLC boosted its holdings in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 8.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,387... More of this article »
St. Louis Trust Co Increases Stock Holdings in Vanguard Russell 2000 ETF (NASDAQ:VTWO)
St. Louis Trust Co boosted its stake in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 14.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
B. Riley Upgrades Stronghold Digital Mining (NASDAQ:SDIG) to Strong-Buy
B. Riley upgraded shares of Stronghold Digital Mining (NASDAQ:SDIG – Free Report) from a hold rating to a strong-buy rating in a research report sent to investors on Friday,Zacks.com reports. Separately, HC Wainwright reaffirmed... More of this article »
Aviance Capital Partners LLC Increases Stake in The Home Depot, Inc. (NYSE:HD)
Aviance Capital Partners LLC grew its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
iShares MSCI ACWI ETF (NASDAQ:ACWI) Shares Bought by Common Fund For Nonprofit Organizations
Common Fund For Nonprofit Organizations grew its stake in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 3,307.0% in the third quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Vertex Planning Partners LLC Acquires 232 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)
Vertex Planning Partners LLC increased its stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.7% during the third quarter, Holdings Channel.com reports. The institutional investor owned 5,180 shares of the company’s... More of this article »
Thrivent Financial for Lutherans Sells 884,103 Shares of Pilgrim’s Pride Co. (NASDAQ:PPC)
Thrivent Financial for Lutherans trimmed its holdings in Pilgrim’s Pride Co. (NASDAQ:PPC – Free Report) by 48.8% in the 3rd quarter, Holdings Channel reports. The fund owned 927,996 shares of the company’s stock... More of this article »
Drive Wealth Management LLC Purchases New Position in Carrier Global Co. (NYSE:CARR)
Drive Wealth Management LLC acquired a new position in Carrier Global Co. (NYSE:CARR – Free Report) in the 3rd quarter, HoldingsChannel reports. The firm acquired 2,674 shares of the company’s stock, valued at approximately... More of this article »
Pathstone Holdings LLC Increases Holdings in Janus Henderson B-BBB CLO ETF (BATS:JBBB)
Pathstone Holdings LLC grew its stake in Janus Henderson B-BBB CLO ETF (BATS:JBBB – Free Report) by 14.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 1,164,668 shares of the company’s stock after purchasing... More of this article »
Pathstone Holdings LLC Sells 1,813 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)
Pathstone Holdings LLC trimmed its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 1.3% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 133,732 shares of the company’s... More of this article »
Pathstone Holdings LLC Has $58.05 Million Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)
Pathstone Holdings LLC boosted its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
EnRich Financial Partners LLC Has $32.09 Million Stock Holdings in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)
EnRich Financial Partners LLC lifted its stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 4.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Quest Partners LLC Purchases 1,767 Shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO)
Quest Partners LLC increased its position in shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) by 23.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
VictoryShares US Multi-Factor Minimum Volatility ETF (NASDAQ:VSMV) Holdings Lifted by Lindenwold Advisors INC
Lindenwold Advisors INC grew its holdings in shares of VictoryShares US Multi-Factor Minimum Volatility ETF (NASDAQ:VSMV – Free Report) by 5.2% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 5,548 shares of... More of this article »
MAI Capital Management Takes Position in FT Vest U.S. Equity Moderate Buffer ETF – September (BATS:GSEP)
MAI Capital Management acquired a new position in shares of FT Vest U.S. Equity Moderate Buffer ETF – September (BATS:GSEP – Free Report) in the third quarter, Holdings Channel.com reports. The institutional investor ... More of this article »
TrinityPoint Wealth LLC Buys Shares of 2,023 Morgan Stanley (NYSE:MS)
TrinityPoint Wealth LLC purchased a new position in shares of Morgan Stanley (NYSE:MS – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The fund purchased 2,023 shares of the financial services provider’s... More of this article »
TrinityPoint Wealth LLC Cuts Stock Position in Vanguard Health Care ETF (NYSEARCA:VHT)
TrinityPoint Wealth LLC cut its stake in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 3.8% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 1,045 shares of the... More of this article »
Short Interest in Immersion Co. (NASDAQ:IMMR) Decreases By 7.1%
Immersion Co. (NASDAQ:IMMR – Get Free Report) was the recipient of a large decrease in short interest during the month of October. As of October 31st, there was short interest totalling 3,390,000 shares, a decrease of 7.1% from... More of this article »