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SlateStone Wealth LLC Sells 3,501 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
SlateStone Wealth LLC lowered its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 24.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Aegis Wealth Management LLC Has $4.48 Million Position in Vanguard Small-Cap ETF (NYSEARCA:VB)
Aegis Wealth Management LLC lifted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 27.2% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 20,217 shares... More of this article »
Modera Wealth Management LLC Acquires 1,334 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)
Modera Wealth Management LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.3% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Portland Financial Advisors Inc Has $385,000 Holdings in Vanguard FTSE Pacific ETF (NYSEARCA:VPL)
Portland Financial Advisors Inc cut its holdings in shares of Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 7.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Mesirow Financial Investment Management Inc. Has $5.51 Million Position in Vanguard Small-Cap ETF (NYSEARCA:VB)
Mesirow Financial Investment Management Inc. increased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 48.1% in the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Aegis Wealth Management LLC Has $797,000 Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Aegis Wealth Management LLC boosted its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 16.4% during the first quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Modera Wealth Management LLC Acquires 1,747 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)
Modera Wealth Management LLC increased its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 2.1% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Centene (NYSE:CNC) Price Target Cut to $30.00 by Analysts at JPMorgan Chase & Co.
Centene (NYSE:CNC – Free Report) had its price objective trimmed by JPMorgan Chase & Co. from $48.00 to $30.00 in a research report released on Tuesday morning,Benzinga reports. The brokerage currently has a neutral rating... More of this article »
Brokerages Set Visa Inc. (NYSE:V) Price Target at $375.52
Shares of Visa Inc. (NYSE:V – Get Free Report) have been given a consensus rating of “Moderate Buy” by the twenty-eight research firms that are currently covering the company, MarketBeat.com reports. Five investment... More of this article »
Prosperity Consulting Group LLC Purchases New Position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)
Prosperity Consulting Group LLC purchased a new stake in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Foundations Investment Advisors LLC Trims Stock Position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)
Foundations Investment Advisors LLC cut its stake in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 14.4% during the first quarter, according to the company in its most recent Form 13F filing... More of this article »
Roble Belko & Company Inc Lowers Stock Holdings in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)
Roble Belko & Company Inc trimmed its position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 12.6% 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 Reduces Stock Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Foundations Investment Advisors LLC cut its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 35.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 24,084 shares of... More of this article »
Eastern Bank Has $7.99 Million Stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Eastern Bank decreased its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 12.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Carl P. Sherr & Co. LLC Invests $219,000 in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)
Carl P. Sherr & Co. LLC acquired a new position in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
TD Asset Management Inc Has $20.72 Million Stake in OR Royalties Inc. (NYSE:OR)
TD Asset Management Inc decreased its position in OR Royalties Inc. (NYSE:OR – Free Report) by 33.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
CGI Inc (TSE:GIB.A) Receives Consensus Rating of “Buy” from Analysts
CGI Inc (TSE:GIB.A – Get Free Report) (NYSE:GIB) has been given an average recommendation of “Buy” by the eleven analysts that are covering the stock, Marketbeat reports. Eleven investment analysts have rated the... More of this article »
Pacer Advisors Inc. Acquires New Shares in iShares 0-5 Year High Yield Corporate Bond ETF (NYSEARCA:SHYG)
Pacer Advisors Inc. acquired a new stake in iShares 0-5 Year High Yield Corporate Bond ETF (NYSEARCA:SHYG – Free Report) in the first quarter, according to its most recent filing with the SEC. The fund acquired 46,980 shares... More of this article »
AE Wealth Management LLC Has $425,000 Holdings in ProShares S&P 500 Aristocrats ETF (BATS:NOBL)
AE Wealth Management LLC lifted its holdings in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 61.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Geneos Wealth Management Inc. Grows Position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (NASDAQ:HYLS)
Geneos Wealth Management Inc. boosted its stake in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (NASDAQ:HYLS – Free Report) by 163.8% in the first quarter, HoldingsChannel reports. The institutional... More of this article »
Gunma Bank Ltd. Increases Holdings in ProShares S&P 500 Aristocrats ETF (BATS:NOBL)
Gunma Bank Ltd. grew its holdings in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 123.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
N.E.W. Advisory Services LLC Takes $191,000 Position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
N.E.W. Advisory Services LLC bought a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought... More of this article »
Cozad Asset Management Inc. Has $2.25 Million Holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ)
Cozad Asset Management Inc. grew its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 5.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
ProShares S&P 500 Aristocrats ETF (BATS:NOBL) Shares Sold by HB Wealth Management LLC
HB Wealth Management LLC lessened its holdings in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 7.2% in the first quarter, according to its most recent filing with the SEC. The firm owned 10,233... More of this article »
N.E.W. Advisory Services LLC Takes Position in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (NASDAQ:HYLS)
N.E.W. Advisory Services LLC purchased a new stake in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (NASDAQ:HYLS – Free Report) in the 1st quarter, according to the company in its most recent Form 13F... More of this article »
North Star Asset Management Inc. Has $9.06 Million Position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE)
North Star Asset Management Inc. reduced its holdings in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 1.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Arkadios Wealth Advisors Buys 7,901 Shares of Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG)
Arkadios Wealth Advisors grew its stake in Invesco S&P 500 Pure Growth ETF (NYSEARCA:RPG – Free Report) by 3.7% during the 1st quarter, Holdings Channel.com reports. The firm owned 223,991 shares of the company’s... More of this article »
Royce & Associates LP Cuts Position in Monro Muffler Brake, Inc. (NASDAQ:MNRO)
Royce & Associates LP lessened its stake in Monro Muffler Brake, Inc. (NASDAQ:MNRO – Free Report) by 31.9% in the first quarter, HoldingsChannel.com reports. The firm owned 26,157 shares of the auto parts company’s... More of this article »
Pinnacle Associates Ltd. Acquires New Stake in Redwood Trust, Inc. (NYSE:RWT)
Pinnacle Associates Ltd. acquired a new stake in shares of Redwood Trust, Inc. (NYSE:RWT – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Cerity Partners LLC Grows Position in AngioDynamics, Inc. (NASDAQ:ANGO)
Cerity Partners LLC raised its position in AngioDynamics, Inc. (NASDAQ:ANGO – Free Report) by 22.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
NETGEAR, Inc. (NASDAQ:NTGR) Stock Position Lifted by Picton Mahoney Asset Management
Picton Mahoney Asset Management lifted its holdings in NETGEAR, Inc. (NASDAQ:NTGR – Free Report) by 4,835.7% in the 1st quarter, HoldingsChannel reports. The firm owned 162,878 shares of the communications equipment provider’s... More of this article »
Essex Investment Management Co. LLC Buys New Position in AngioDynamics, Inc. (NASDAQ:ANGO)
Essex Investment Management Co. LLC bought a new stake in shares of AngioDynamics, Inc. (NASDAQ:ANGO – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 179,190 shares of the medical... More of this article »
Picton Mahoney Asset Management Purchases 10,505 Shares of SkyWest, Inc. (NASDAQ:SKYW)
Picton Mahoney Asset Management increased its position in SkyWest, Inc. (NASDAQ:SKYW – Free Report) by 201.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Seizert Capital Partners LLC Purchases 1,860 Shares of Amdocs Limited (NASDAQ:DOX)
Seizert Capital Partners LLC raised its position in Amdocs Limited (NASDAQ:DOX – Free Report) by 0.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
iShares MSCI Brazil ETF (NYSEARCA:EWZ) Shares Acquired by Picton Mahoney Asset Management
Picton Mahoney Asset Management increased its holdings in shares of iShares MSCI Brazil ETF (NYSEARCA:EWZ – Free Report) by 27.6% during the 1st quarter, Holdings Channel.com reports. The fund owned 65,022 shares of the exchange... More of this article »
Sprott Physical Silver Trust (NYSEARCA:PSLV) is Entruity Wealth LLC’s 7th Largest Position
Entruity Wealth LLC lifted its holdings in shares of Sprott Physical Silver Trust (NYSEARCA:PSLV – Free Report) by 0.5% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 444,103 shares... More of this article »
Y Intercept Hong Kong Ltd Raises Stock Position in Monro Muffler Brake, Inc. (NASDAQ:MNRO)
Y Intercept Hong Kong Ltd increased its holdings in shares of Monro Muffler Brake, Inc. (NASDAQ:MNRO – Free Report) by 92.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Royce & Associates LP Sells 90,531 Shares of Genworth Financial, Inc. (NYSE:GNW)
Royce & Associates LP lessened its position in Genworth Financial, Inc. (NYSE:GNW – Free Report) by 54.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Vanda Pharmaceuticals Inc. (NASDAQ:VNDA) Shares Sold by Monaco Asset Management SAM
Monaco Asset Management SAM lessened its stake in shares of Vanda Pharmaceuticals Inc. (NASDAQ:VNDA – Free Report) by 17.1% in the 1st quarter, Holdings Channel reports. The firm owned 325,000 shares of the biopharmaceutical... More of this article »
Universal Beteiligungs und Servicegesellschaft mbH Has $3.11 Million Stake in SkyWest, Inc. (NASDAQ:SKYW)
Universal Beteiligungs und Servicegesellschaft mbH trimmed its stake in shares of SkyWest, Inc. (NASDAQ:SKYW – Free Report) by 0.4% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Boeing (NYSE:BA) Stock Price Expected to Rise, Barclays Analyst Says
Boeing (NYSE:BA – Free Report) had its price target lifted by Barclays from $210.00 to $255.00 in a research note released on Tuesday,Benzinga reports. Barclays currently has an overweight rating on the aircraft producer’s... More of this article »
DA Davidson Issues Positive Forecast for Simpson Manufacturing (NYSE:SSD) Stock Price
Simpson Manufacturing (NYSE:SSD – Free Report) had its target price upped by DA Davidson from $180.00 to $185.00 in a research note issued to investors on Tuesday morning,Benzinga reports. The brokerage currently has a neutral... More of this article »
B. Riley Issues Positive Forecast for Amkor Technology (NASDAQ:AMKR) Stock Price
Amkor Technology (NASDAQ:AMKR – Free Report) had its price objective boosted by B. Riley from $18.00 to $24.00 in a report issued on Tuesday,Benzinga reports. B. Riley currently has a neutral rating on the semiconductor company’s... 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 »
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 »
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 »
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 »
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 »
First National Trust Co Has $9.59 Million Stock Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)
First National Trust Co cut its position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 38.5% in the 1st quarter, according to the company in 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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
Needham & Company LLC Issues Positive Forecast for Cadence Design Systems (NASDAQ:CDNS) Stock Price
Cadence Design Systems (NASDAQ:CDNS – Get Free Report) had its target price hoisted by equities researchers at Needham & Company LLC from $325.00 to $390.00 in a research note issued on Tuesday, MarketBeat Ratings reports.... 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 »
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 »
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 »
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 »
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 »