Home » Author Archive
Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT) Shares Acquired by 360 Financial Inc.
360 Financial Inc. increased its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 2.9% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 29,033 shares of the company’s... More of this article »
N.E.W. Advisory Services LLC Has $480,000 Stock Holdings in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)
N.E.W. Advisory Services LLC raised its holdings in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 13.0% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
KLP Kapitalforvaltning AS Has $663,000 Stock Position in Safety Insurance Group, Inc. (NASDAQ:SAFT)
KLP Kapitalforvaltning AS lifted its position in shares of Safety Insurance Group, Inc. (NASDAQ:SAFT – Free Report) by 147.1% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
iShares MSCI USA Value Factor ETF (BATS:VLUE) Position Lifted by Foundations Investment Advisors LLC
Foundations Investment Advisors LLC raised its stake in shares of iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 29.2% during the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Avantax Advisory Services Inc. Purchases 8,425 Shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU)
Avantax Advisory Services Inc. grew its position in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU – Free Report) by 207.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Invesco Variable Rate Preferred ETF (NYSEARCA:VRP) Stake Cut by Dearborn Partners LLC
Dearborn Partners LLC cut its position in shares of Invesco Variable Rate Preferred ETF (NYSEARCA:VRP – Free Report) by 3.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT) Shares Purchased by MMA Asset Management LLC
MMA Asset Management LLC boosted its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 4.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,193... More of this article »
LPL Financial LLC Has $93.90 Million Stock Holdings in Vanguard Financials ETF (NYSEARCA:VFH)
LPL Financial LLC grew its stake in Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 3.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Invesco Variable Rate Investment Grade ETF (NASDAQ:VRIG) Stake Increased by LPL Financial LLC
LPL Financial LLC increased its stake in Invesco Variable Rate Investment Grade ETF (NASDAQ:VRIG – Free Report) by 25.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
LPL Financial LLC Purchases 4,703 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)
LPL Financial LLC boosted its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 0.5% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
AE Wealth Management LLC Boosts Position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)
AE Wealth Management LLC boosted its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 511.0% in the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Pacific Capital Partners Ltd Takes $4 Million Position in Blackstone Mortgage Trust, Inc. (NYSE:BXMT)
Pacific Capital Partners Ltd purchased a new stake in shares of Blackstone Mortgage Trust, Inc. (NYSE:BXMT – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
ePlus inc. (NASDAQ:PLUS) Shares Sold by Seizert Capital Partners LLC
Seizert Capital Partners LLC cut its position in shares of ePlus inc. (NASDAQ:PLUS – Free Report) by 0.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Avantax Advisory Services Inc. Increases Position in SPDR Global Dow ETF (NYSEARCA:DGT)
Avantax Advisory Services Inc. lifted its holdings in SPDR Global Dow ETF (NYSEARCA:DGT – Free Report) by 149.7% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Aegis Wealth Management LLC Acquires Shares of 4,770 iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Aegis Wealth Management LLC acquired a new stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Capital Southwest Corporation (NASDAQ:CSWC) Stake Boosted by Cozad Asset Management Inc.
Cozad Asset Management Inc. grew its stake in shares of Capital Southwest Corporation (NASDAQ:CSWC – Free Report) by 12.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Corcept Therapeutics (CORT) to Release Earnings on Thursday
Corcept Therapeutics (NASDAQ:CORT – Get Free Report) is projected to post its Q2 2025 quarterly earnings results after the market closes on Thursday, July 31st. Analysts expect Corcept Therapeutics to post earnings of $0.23... More of this article »
Aegis Wealth Management LLC Acquires 994 Shares of Schwab International Equity ETF (NYSEARCA:SCHF)
Aegis Wealth Management LLC boosted its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Robinhood Markets, Inc. (NASDAQ:HOOD) Given Average Recommendation of “Moderate Buy” by Analysts
Robinhood Markets, Inc. (NASDAQ:HOOD – Get Free Report) has been given an average recommendation of “Moderate Buy” by the nineteen research firms that are covering the company, Marketbeat.com reports. One investment... More of this article »
Cetera Investment Advisers Buys 248,416 Shares of Invesco Variable Rate Investment Grade ETF (NASDAQ:VRIG)
Cetera Investment Advisers raised its stake in shares of Invesco Variable Rate Investment Grade ETF (NASDAQ:VRIG – Free Report) by 77.3% during the 1st quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Avantax Advisory Services Inc. Has $2.65 Million Stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)
Avantax Advisory Services Inc. raised its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 26.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
KLP Kapitalforvaltning AS Raises Stake in Cross Country Healthcare, Inc. (NASDAQ:CCRN)
KLP Kapitalforvaltning AS raised its position in Cross Country Healthcare, Inc. (NASDAQ:CCRN – Free Report) by 27.6% in the first quarter, Holdings Channel reports. The fund owned 41,600 shares of the business services provider’s... More of this article »
Information Services Group, Inc. (NASDAQ:III) Shares Acquired by Seizert Capital Partners LLC
Seizert Capital Partners LLC lifted its position in shares of Information Services Group, Inc. (NASDAQ:III – Free Report) by 80.1% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Foundations Investment Advisors LLC Raises Stock Holdings in Capital Southwest Corporation (NASDAQ:CSWC)
Foundations Investment Advisors LLC increased its stake in shares of Capital Southwest Corporation (NASDAQ:CSWC – Free Report) by 5.4% in the first quarter, HoldingsChannel reports. The firm owned 106,671 shares of the asset... More of this article »
SlateStone Wealth LLC Sells 2,036 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
SlateStone Wealth LLC decreased its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 3.4% during the 1st quarter, Holdings Channel.com reports. The fund owned 57,028 shares of the exchange... More of this article »
Bayforest Capital Ltd Increases Holdings in Blackstone Mortgage Trust, Inc. (NYSE:BXMT)
Bayforest Capital Ltd increased its stake in shares of Blackstone Mortgage Trust, Inc. (NYSE:BXMT – Free Report) by 185.7% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Victory Capital Management Inc. Buys 11,954 Shares of Horace Mann Educators Corporation (NYSE:HMN)
Victory Capital Management Inc. grew its stake in shares of Horace Mann Educators Corporation (NYSE:HMN – Free Report) by 55.1% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Bank of New York Mellon Corp Sells 691 Shares of Bank of Marin Bancorp (NASDAQ:BMRC)
Bank of New York Mellon Corp reduced its stake in shares of Bank of Marin Bancorp (NASDAQ:BMRC – Free Report) by 0.9% during the 1st quarter, Holdings Channel.com reports. The firm owned 74,268 shares of the bank’s stock... More of this article »
Integra LifeSciences (IART) to Release Earnings on Thursday
Integra LifeSciences (NASDAQ:IART – Get Free Report) is expected to be posting its Q2 2025 quarterly earnings results before the market opens on Thursday, July 31st. Analysts expect Integra LifeSciences to post earnings of... More of this article »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Bought by 360 Financial Inc.
360 Financial Inc. grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.1% in the first quarter, HoldingsChannel reports. The fund owned 25,140 shares of the exchange traded fund’s... More of this article »
Cutler Investment Counsel LLC Lowers Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)
Cutler Investment Counsel LLC trimmed its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 1.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Cutler Investment Counsel LLC Buys 127 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Cutler Investment Counsel LLC increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 30.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
AE Wealth Management LLC Trims Position in Schwab US Small-Cap ETF (NYSEARCA:SCHA)
AE Wealth Management LLC trimmed its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 7.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 22,278 shares of... More of this article »
Royce & Associates LP Cuts Stock Holdings in Global Water Resources, Inc. (NASDAQ:GWRS)
Royce & Associates LP lowered its position in Global Water Resources, Inc. (NASDAQ:GWRS – Free Report) by 71.7% in the 1st quarter, Holdings Channel reports. The institutional investor owned 30,044 shares of the utilities... More of this article »
Pacific Capital Partners Ltd Invests $1.23 Million in BWX Technologies, Inc. (NYSE:BWXT)
Pacific Capital Partners Ltd acquired a new position in shares of BWX Technologies, Inc. (NYSE:BWXT – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Cadence Design Systems (NASDAQ:CDNS) Receives “Neutral” Rating from Piper Sandler
Piper Sandler reiterated their neutral rating on shares of Cadence Design Systems (NASDAQ:CDNS – Free Report) in a research note released on Tuesday, Marketbeat reports. Piper Sandler currently has a $355.00 price target on... More of this article »
Seizert Capital Partners LLC Trims Stake in Graham Holdings Company (NYSE:GHC)
Seizert Capital Partners LLC decreased its holdings in Graham Holdings Company (NYSE:GHC – Free Report) by 2.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Bank of New York Mellon Corp Raises Position in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY)
Bank of New York Mellon Corp lifted its stake in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 440.8% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Geneos Wealth Management Inc. Acquires 7,762 Shares of Pimco Total Return ETF (NYSEARCA:BOND)
Geneos Wealth Management Inc. increased its holdings in shares of Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 21.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Vertiv (NYSE:VRT) Coverage Initiated at William Blair
Stock analysts at William Blair began coverage on shares of Vertiv (NYSE:VRT – Get Free Report) in a research note issued on Monday, Marketbeat Ratings reports. The brokerage set an “outperform” rating on the stock. A... More of this article »
Foundations Investment Advisors LLC Increases Stock Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)
Foundations Investment Advisors LLC increased its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 7.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Cadence Design Systems (NASDAQ:CDNS) Given Buy Rating at Needham & Company LLC
Cadence Design Systems (NASDAQ:CDNS – Get Free Report)‘s stock had its “buy” rating reaffirmed by equities research analysts at Needham & Company LLC in a research report issued on Tuesday, MarketBeat Ratings... More of this article »
Essex Investment Management Co. LLC Cuts Stake in HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI)
Essex Investment Management Co. LLC cut its stake in HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI – Free Report) by 13.1% during the 1st quarter, HoldingsChannel reports. The firm owned 49,063 shares of the real estate... More of this article »
Top Chinese Stocks To Consider – July 27th
Duolingo, Mettler-Toledo International, Wynn Resorts, Diageo, and UP Fintech are the five Chinese stocks to watch today, according to MarketBeat’s stock screener tool. Chinese stocks are equity shares of companies headquartered... More of this article »
Cetera Investment Advisers Sells 946 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)
Cetera Investment Advisers lessened its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 0.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Letko Brosseau & Associates Inc. Lowers Stake in CAE Inc (NYSE:CAE)
Letko Brosseau & Associates Inc. reduced its holdings in shares of CAE Inc (NYSE:CAE – Free Report) (TSE:CAE) by 16.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 3,384,874... More of this article »
Inspire Advisors LLC Makes New $78,000 Investment in OPKO Health, Inc. (NASDAQ:OPK)
Inspire Advisors LLC purchased a new stake in OPKO Health, Inc. (NASDAQ:OPK – Free Report) in the 1st quarter, HoldingsChannel reports. The fund purchased 47,130 shares of the biotechnology company’s stock, valued at approximately... More of this article »
Premier Fund Managers Ltd Makes New $726,000 Investment in Addus HomeCare Corporation (NASDAQ:ADUS)
Premier Fund Managers Ltd bought a new position in shares of Addus HomeCare Corporation (NASDAQ:ADUS – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Assetmark Inc. Sells 20,416 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)
Assetmark Inc. trimmed its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 13.9% in the first quarter, HoldingsChannel reports. The fund owned 126,732 shares of the company’s stock after selling... More of this article »
RE/MAX Holdings, Inc. (NYSE:RMAX) Shares Acquired by Meeder Asset Management Inc.
Meeder Asset Management Inc. raised its position in shares of RE/MAX Holdings, Inc. (NYSE:RMAX – Free Report) by 8.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
360 Financial Inc. Lowers Position in Vanguard Information Technology ETF (NYSEARCA:VGT)
360 Financial Inc. lessened its holdings in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 9.1% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Arkadios Wealth Advisors Grows Holdings in Vanguard Consumer Staples ETF (NYSEARCA:VDC)
Arkadios Wealth Advisors grew its holdings in shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 132.7% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 26,164 shares of... More of this article »
Carl P. Sherr & Co. LLC Grows Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)
Carl P. Sherr & Co. LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.3% in the first quarter, Holdings Channel reports. The institutional investor owned 6,981 shares of the company’s... More of this article »
Clark Estates Inc. NY Has $2.89 Million Stock Holdings in Heidrick & Struggles International, Inc. (NASDAQ:HSII)
Clark Estates Inc. NY cut its holdings in Heidrick & Struggles International, Inc. (NASDAQ:HSII – Free Report) by 27.6% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT) is Wooster Corthell Wealth Management Inc.’s 5th Largest Position
Wooster Corthell Wealth Management Inc. trimmed its stake in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 1.8% in the 1st quarter, HoldingsChannel reports. The firm owned 457,912 shares of the company’s... More of this article »
Mesirow Financial Investment Management Inc. Has $21.12 Million Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Mesirow Financial Investment Management Inc. grew its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Delap Wealth Advisory LLC Sells 21,601 Shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Delap Wealth Advisory LLC trimmed its position in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 42.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Acquired by Arkadios Wealth Advisors
Arkadios Wealth Advisors increased its holdings in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 447.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Arkadios Wealth Advisors Grows Stock Holdings in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR)
Arkadios Wealth Advisors grew its holdings in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 78.2% during the 1st quarter, Holdings Channel reports. The fund owned 133,934 shares of the company’s stock... More of this article »
First National Trust Co Has $85.39 Million Position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)
First National Trust Co trimmed its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 25.4% in the first quarter, according to its most recent filing with the SEC. The fund owned 1,062,498 shares... More of this article »
First Foundation Advisors Reduces Stock Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)
First Foundation Advisors reduced its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 28.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Assetmark Inc. Buys 7,253 Shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR)
Assetmark Inc. boosted its stake in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 18.4% in the 1st quarter, Holdings Channel.com reports. The firm owned 46,720 shares of the company’s stock after... More of this article »
LPL Financial LLC Buys 253,856 Shares of Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA)
LPL Financial LLC grew its stake in shares of Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by 11.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN) Stock Holdings Lowered by Prosperity Consulting Group LLC
Prosperity Consulting Group LLC lessened its stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 5.9% in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
TCTC Holdings LLC Purchases New Position in SPDR S&P Fossil Fuel Reserves Free ETF (NYSEARCA:SPYX)
TCTC Holdings LLC purchased a new stake in shares of SPDR S&P Fossil Fuel Reserves Free ETF (NYSEARCA:SPYX – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The fund purchased... More of this article »
Prosperity Consulting Group LLC Cuts Stock Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Prosperity Consulting Group LLC lessened its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 3.1% during the first quarter, Holdings Channel reports. The institutional investor owned 2,467... More of this article »
Cozad Asset Management Inc. Sells 584 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)
Cozad Asset Management Inc. trimmed its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 8.3% in the 1st quarter, Holdings Channel reports. The firm owned 6,448 shares of the company’s stock... More of this article »
Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT) is Squire Investment Management Company LLC’s 10th Largest Position
Squire Investment Management Company LLC lifted its stake in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 17.0% in the 1st quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Vanguard Small-Cap Value ETF (NYSEARCA:VBR) Shares Purchased by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. grew its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 91.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Bought by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. raised its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 110.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Pacer Advisors Inc. Makes New Investment in Ramaco Resources, Inc. (NASDAQ:METC)
Pacer Advisors Inc. acquired a new position in Ramaco Resources, Inc. (NASDAQ:METC – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Cetera Investment Advisers Has $13.11 Million Position in iShares California Muni Bond ETF (NYSEARCA:CMF)
Cetera Investment Advisers raised its position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 5.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN) Shares Sold by Foundations Investment Advisors LLC
Foundations Investment Advisors LLC lowered its position in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 2.6% in the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
LPL Financial LLC Sells 49,754 Shares of Vanguard Utilities ETF (NYSEARCA:VPU)
LPL Financial LLC reduced its stake in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 7.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Foundations Investment Advisors LLC Raises Position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Foundations Investment Advisors LLC grew its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 11.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Y Intercept Hong Kong Ltd Reduces Holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Y Intercept Hong Kong Ltd cut its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 85.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,091 shares of the... More of this article »
N.E.W. Advisory Services LLC Buys New Position in Vanguard Utilities ETF (NYSEARCA:VPU)
N.E.W. Advisory Services LLC purchased a new position in shares of Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
First Foundation Advisors Has $2.03 Million Stock Holdings in Nuveen California Municipal Va (NYSE:NCA)
First Foundation Advisors reduced its position in Nuveen California Municipal Va (NYSE:NCA – Free Report) by 0.7% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 234,392 shares of the company’s... More of this article »
Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Shares Acquired by Squire Investment Management Company LLC
Squire Investment Management Company LLC grew its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 5.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
AE Wealth Management LLC Trims Stock Position in AdvisorShares Focused Equity ETF (NYSEARCA:CWS)
AE Wealth Management LLC cut its stake in shares of AdvisorShares Focused Equity ETF (NYSEARCA:CWS – Free Report) by 6.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Gunma Bank Ltd. Sells 31,624 Shares of Vanguard Utilities ETF (NYSEARCA:VPU)
Gunma Bank Ltd. trimmed its holdings in shares of Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 55.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
MMA Asset Management LLC Buys 14,566 Shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG)
MMA Asset Management LLC increased its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 4.9% during the 1st quarter, according to its most recent filing with the SEC. The institutional... More of this article »
TFI International (NYSE:TFII) Given New $116.00 Price Target at JPMorgan Chase & Co.
TFI International (NYSE:TFII – Free Report) had its price target increased by JPMorgan Chase & Co. from $101.00 to $116.00 in a report released on Tuesday, MarketBeat Ratings reports. They currently have an overweight rating... More of this article »
Cerity Partners LLC Cuts Stock Position in Healthcare Services Group, Inc. (NASDAQ:HCSG)
Cerity Partners LLC lessened its stake in Healthcare Services Group, Inc. (NASDAQ:HCSG – Free Report) by 64.6% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor ... More of this article »
Hudson Pacific Properties, Inc. (NYSE:HPP) Shares Bought by Allianz Asset Management GmbH
Allianz Asset Management GmbH grew its position in shares of Hudson Pacific Properties, Inc. (NYSE:HPP – Free Report) by 6.5% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Fiera Capital Corp Purchases Shares of 233,408 Stride, Inc. (NYSE:LRN)
Fiera Capital Corp purchased a new stake in shares of Stride, Inc. (NYSE:LRN – Free Report) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 233,408... More of this article »
Skandinaviska Enskilda Banken AB publ Acquires 2,548 Shares of Comfort Systems USA, Inc. (NYSE:FIX)
Skandinaviska Enskilda Banken AB publ grew its holdings in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 2,275.0% during the first quarter, Holdings Channel reports. The firm owned 2,660 shares of the construction... More of this article »
Fiera Capital Corp Purchases 85,617 Shares of Modine Manufacturing Company (NYSE:MOD)
Fiera Capital Corp grew its position in shares of Modine Manufacturing Company (NYSE:MOD – Free Report) by 54.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 243,127 shares of the auto parts company’s... More of this article »
Independence Financial Advisors LLC Buys New Shares in Crh Plc (NYSE:CRH)
Independence Financial Advisors LLC bought a new stake in Crh Plc (NYSE:CRH – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Seizert Capital Partners LLC Invests $3.91 Million in Donaldson Company, Inc. (NYSE:DCI)
Seizert Capital Partners LLC bought a new position in shares of Donaldson Company, Inc. (NYSE:DCI – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Private Advisor Group LLC Purchases 483 Shares of Vanguard Russell 1000 ETF (NASDAQ:VONE)
Private Advisor Group LLC raised its stake in shares of Vanguard Russell 1000 ETF (NASDAQ:VONE – Free Report) by 28.6% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 2,169 shares of the company’s... More of this article »
Donnelley Financial Solutions (NYSE:DFIN) Shares Sold by Victory Capital Management Inc.
Victory Capital Management Inc. lowered its stake in Donnelley Financial Solutions (NYSE:DFIN – Free Report) by 5.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Tandem Financial LLC Sells 1,198 Shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA)
Tandem Financial LLC reduced its stake in iShares U.S. Aerospace & Defense ETF (BATS:ITA – Free Report) by 8.0% in the first quarter, Holdings Channel.com reports. The institutional investor owned 13,728 shares of the... More of this article »
Bank of New York Mellon Corp Increases Stake in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)
Bank of New York Mellon Corp grew its position in shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 10.1% in the first quarter, Holdings Channel reports. The institutional investor owned 18,423... More of this article »
Choreo LLC Cuts Stock Holdings in Vanguard Health Care ETF (NYSEARCA:VHT)
Choreo LLC cut its holdings in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 10.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Sold by SlateStone Wealth LLC
SlateStone Wealth LLC decreased its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 13.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Sixth Street Specialty Lending, Inc. (NYSE:TSLX) Shares Purchased by Dearborn Partners LLC
Dearborn Partners LLC increased its position in shares of Sixth Street Specialty Lending, Inc. (NYSE:TSLX – Free Report) by 7.9% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Mesirow Financial Investment Management Inc. Buys 3,743 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)
Mesirow Financial Investment Management Inc. raised its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 4.1% during the 1st quarter, according to the company in its most recent Form 13F filing with... More of this article »