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Image for Capital Group International Equity ETF $CGIE Shares Bought by Venturi Wealth Management LLC

Capital Group International Equity ETF $CGIE Shares Bought by Venturi Wealth Management LLC

Venturi Wealth Management LLC grew its holdings in Capital Group International Equity ETF (NYSEARCA:CGIE – Free Report) by 17.7% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Dimensional Core Fixed Income ETF $DFCF is Tassel Capital Management Inc.’s 2nd Largest Position

Dimensional Core Fixed Income ETF $DFCF is Tassel Capital Management Inc.’s 2nd Largest Position

Tassel Capital Management Inc. raised its holdings in Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 2.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for OLD Second National Bank of Aurora Has $15.62 Million Stake in Invesco BulletShares 2027 Corporate Bond ETF $BSCR

OLD Second National Bank of Aurora Has $15.62 Million Stake in Invesco BulletShares 2027 Corporate Bond ETF $BSCR

OLD Second National Bank of Aurora boosted its holdings in shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 90.9% during the 1st quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Image for Helios Technologies, Inc $HLIO Shares Acquired by Wasatch Advisors LP

Helios Technologies, Inc $HLIO Shares Acquired by Wasatch Advisors LP

Wasatch Advisors LP lifted its holdings in shares of Helios Technologies, Inc (NYSE:HLIO – Free Report) by 35.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for JPMorgan Core Plus Bond ETF $JCPB Shares Acquired by Wesbanco Bank Inc.

JPMorgan Core Plus Bond ETF $JCPB Shares Acquired by Wesbanco Bank Inc.

Wesbanco Bank Inc. lifted its holdings in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 98.1% during the first quarter, Holdings Channel reports. The fund owned 158,809 shares of the company’s stock after buying... More of this article »
Image for Wealth Effects LLC Has $2.04 Million Stock Position in MercadoLibre, Inc. $MELI

Wealth Effects LLC Has $2.04 Million Stock Position in MercadoLibre, Inc. $MELI

Wealth Effects LLC lifted its stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 367.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Sterling Capital Management LLC Sells 19,489 Shares of Akamai Technologies, Inc. $AKAM

Sterling Capital Management LLC Sells 19,489 Shares of Akamai Technologies, Inc. $AKAM

Sterling Capital Management LLC cut its stake in shares of Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) by 9.6% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Sharon Townson Sells 3,000 Shares of Monte Rosa Therapeutics (NASDAQ:GLUE) Stock

Sharon Townson Sells 3,000 Shares of Monte Rosa Therapeutics (NASDAQ:GLUE) Stock

Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE – Get Free Report) insider Sharon Townson sold 3,000 shares of the firm’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $20.00, for... More of this article »
Image for Sterling Capital Management LLC Buys 124,834 Shares of American Express Company $AXP

Sterling Capital Management LLC Buys 124,834 Shares of American Express Company $AXP

Sterling Capital Management LLC increased its stake in American Express Company (NYSE:AXP – Free Report) by 1,540.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Union Bancaire Privee UBP SA Has $21.11 Million Holdings in iShares MSCI United Kingdom ETF $EWU

Union Bancaire Privee UBP SA Has $21.11 Million Holdings in iShares MSCI United Kingdom ETF $EWU

Union Bancaire Privee UBP SA lessened its position in shares of iShares MSCI United Kingdom ETF (NYSEARCA:EWU – Free Report) by 5.9% in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Union Bancaire Privee UBP SA Sells 3,587 Shares of Waste Management, Inc. $WM

Union Bancaire Privee UBP SA Sells 3,587 Shares of Waste Management, Inc. $WM

Union Bancaire Privee UBP SA reduced its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 4.5% during the first quarter, Holdings Channel reports. The institutional investor owned 76,862 shares of the business... More of this article »
Image for Twist Bioscience (NASDAQ:TWST) CEO Emily Leproust Sells 18,880 Shares

Twist Bioscience (NASDAQ:TWST) CEO Emily Leproust Sells 18,880 Shares

Twist Bioscience Corporation (NASDAQ:TWST – Get Free Report) CEO Emily Leproust sold 18,880 shares of the stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $95.00, for a total value of... More of this article »
Image for Bruce Booth Sells 1,408 Shares of Kymera Therapeutics (NASDAQ:KYMR) Stock

Bruce Booth Sells 1,408 Shares of Kymera Therapeutics (NASDAQ:KYMR) Stock

Kymera Therapeutics, Inc. (NASDAQ:KYMR – Get Free Report) Director Bruce Booth sold 1,408 shares of the stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $99.98, for a total... More of this article »
Image for Comparing BTC Development (BDCI) & Its Rivals

Comparing BTC Development (BDCI) & Its Rivals

BTC Development (NASDAQ:BDCI – Get Free Report) is one of 336 public companies in the “Investment Offices” industry, but how does it compare to its rivals? We will compare BTC Development to similar companies based... More of this article »
Image for 60,900 Shares in Somnigroup International Inc. $SGI Purchased by Louisiana State Employees Retirement System

60,900 Shares in Somnigroup International Inc. $SGI Purchased by Louisiana State Employees Retirement System

Louisiana State Employees Retirement System purchased a new stake in Somnigroup International Inc. (NYSE:SGI – Free Report) in the 1st quarter, HoldingsChannel.com reports. The fund purchased 60,900 shares of the company’s... More of this article »
Image for 38,075 Shares in Xylem Inc. $XYL Purchased by OP Asset Management Ltd

38,075 Shares in Xylem Inc. $XYL Purchased by OP Asset Management Ltd

OP Asset Management Ltd purchased a new stake in shares of Xylem Inc. (NYSE:XYL – Free Report) during the 1st quarter, according to its most recent filing with the SEC. The institutional investor purchased 38,075 shares of... More of this article »
Image for OP Asset Management Ltd Takes $4.11 Million Position in Cirrus Logic, Inc. $CRUS

OP Asset Management Ltd Takes $4.11 Million Position in Cirrus Logic, Inc. $CRUS

OP Asset Management Ltd bought a new position in Cirrus Logic, Inc. (NASDAQ:CRUS – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 28,409 shares of the semiconductor... More of this article »
Image for Bank of Nova Scotia (The) $BNS Stake Reduced by Value Partners Investments Inc.

Bank of Nova Scotia (The) $BNS Stake Reduced by Value Partners Investments Inc.

Value Partners Investments Inc. reduced its position in Bank of Nova Scotia (The) (NYSE:BNS – Free Report) (TSE:BNS) by 17.4% in the 1st quarter, HoldingsChannel.com reports. The fund owned 811,628 shares of the bank’s... More of this article »
Image for Wasatch Advisors LP Sells 1,278,561 Shares of Procore Technologies, Inc. $PCOR

Wasatch Advisors LP Sells 1,278,561 Shares of Procore Technologies, Inc. $PCOR

Wasatch Advisors LP reduced its stake in shares of Procore Technologies, Inc. (NYSE:PCOR – Free Report) by 30.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Global-e Online Ltd. $GLBE Shares Bought by Wasatch Advisors LP

Global-e Online Ltd. $GLBE Shares Bought by Wasatch Advisors LP

Wasatch Advisors LP grew its stake in Global-e Online Ltd. (NASDAQ:GLBE – Free Report) by 34.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Wasatch Advisors LP Purchases New Position in Repligen Corporation $RGEN

Wasatch Advisors LP Purchases New Position in Repligen Corporation $RGEN

Wasatch Advisors LP acquired a new stake in Repligen Corporation (NASDAQ:RGEN – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Image for Wasatch Advisors LP Sells 25,325 Shares of Saia, Inc. $SAIA

Wasatch Advisors LP Sells 25,325 Shares of Saia, Inc. $SAIA

Wasatch Advisors LP lowered its position in shares of Saia, Inc. (NASDAQ:SAIA – Free Report) by 3.4% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 708,880 shares... More of this article »
Image for Wasatch Advisors LP Reduces Stock Position in Shift4 Payments, Inc. $FOUR

Wasatch Advisors LP Reduces Stock Position in Shift4 Payments, Inc. $FOUR

Wasatch Advisors LP reduced its position in shares of Shift4 Payments, Inc. (NYSE:FOUR – Free Report) by 38.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Kadant Inc $KAI Stock Holdings Raised by Wasatch Advisors LP

Kadant Inc $KAI Stock Holdings Raised by Wasatch Advisors LP

Wasatch Advisors LP boosted its holdings in shares of Kadant Inc (NYSE:KAI – Free Report) by 13.7% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Invesco Russell 1000 Dynamic Multifactor ETF $OMFL Shares Purchased by Laurel Oak Wealth Management LLC

Invesco Russell 1000 Dynamic Multifactor ETF $OMFL Shares Purchased by Laurel Oak Wealth Management LLC

Laurel Oak Wealth Management LLC raised its stake in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 177.8% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Laurel Oak Wealth Management LLC Has $2.33 Million Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Laurel Oak Wealth Management LLC Has $2.33 Million Stock Holdings in Vanguard Small-Cap Value ETF $VBR

Laurel Oak Wealth Management LLC trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 26.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Pinnacle Wealth Management Advisory Group LLC Trims Stock Position in Dimensional International Core Equity Market ETF $DFAI

Pinnacle Wealth Management Advisory Group LLC Trims Stock Position in Dimensional International Core Equity Market ETF $DFAI

Pinnacle Wealth Management Advisory Group LLC trimmed its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 8.9% during the first quarter, according to the company in its most recent... More of this article »
Image for Wasatch Advisors LP Purchases 835,227 Shares of The Pennant Group, Inc. $PNTG

Wasatch Advisors LP Purchases 835,227 Shares of The Pennant Group, Inc. $PNTG

Wasatch Advisors LP grew its position in The Pennant Group, Inc. (NASDAQ:PNTG – Free Report) by 143.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 1,418,687 shares of the company’s stock after... More of this article »
Image for Sequent Planning LLC Acquires 23,021 Shares of Putnam Focused Large Cap Growth ETF $PGRO

Sequent Planning LLC Acquires 23,021 Shares of Putnam Focused Large Cap Growth ETF $PGRO

Sequent Planning LLC raised its holdings in shares of Putnam Focused Large Cap Growth ETF (NYSEARCA:PGRO – Free Report) by 29.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for abrdn Physical Gold Shares ETF $SGOL Shares Sold by Towneley Capital Management Inc DE

abrdn Physical Gold Shares ETF $SGOL Shares Sold by Towneley Capital Management Inc DE

Towneley Capital Management Inc DE reduced its position in shares of abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 14.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Sequent Planning LLC Increases Position in Franklin U.S. Equity Index ETF $USPX

Sequent Planning LLC Increases Position in Franklin U.S. Equity Index ETF $USPX

Sequent Planning LLC boosted its stake in Franklin U.S. Equity Index ETF (NYSEARCA:USPX – Free Report) by 15.6% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Contrasting Science Applications International (NASDAQ:SAIC) and Datasea (NASDAQ:DTSS)

Contrasting Science Applications International (NASDAQ:SAIC) and Datasea (NASDAQ:DTSS)

Datasea (NASDAQ:DTSS – Get Free Report) and Science Applications International (NASDAQ:SAIC – Get Free Report) are both computer and technology companies, but which is the superior business? We will contrast the two businesses... More of this article »
Image for Riverstone Advisors LLC Grows Position in Invesco S&P International Developed Momentum ETF $IDMO

Riverstone Advisors LLC Grows Position in Invesco S&P International Developed Momentum ETF $IDMO

Riverstone Advisors LLC raised its stake in shares of Invesco S&P International Developed Momentum ETF (NYSEARCA:IDMO – Free Report) by 97.1% in the 1st quarter, HoldingsChannel reports. The firm owned 50,583 shares of... More of this article »
Image for United Community Banks, Inc. (NYSE:UCB) Given Consensus Recommendation of “Moderate Buy” by Brokerages

United Community Banks, Inc. (NYSE:UCB) Given Consensus Recommendation of “Moderate Buy” by Brokerages

United Community Banks, Inc. (NYSE:UCB – Get Free Report) has been given a consensus rating of “Moderate Buy” by the eight analysts that are presently covering the company, Marketbeat reports. Four analysts have... More of this article »
Image for Cosan S.A. Sponsored ADR (NYSE:CSAN) Given Average Rating of “Reduce” by Brokerages

Cosan S.A. Sponsored ADR (NYSE:CSAN) Given Average Rating of “Reduce” by Brokerages

Cosan S.A. Sponsored ADR (NYSE:CSAN – Get Free Report) has been assigned a consensus recommendation of “Reduce” from the five brokerages that are currently covering the company, Marketbeat Ratings reports. Two research... More of this article »
Image for OLD National Bancorp IN Sells 12,516 Shares of American Express Company $AXP

OLD National Bancorp IN Sells 12,516 Shares of American Express Company $AXP

OLD National Bancorp IN lessened its holdings in American Express Company (NYSE:AXP) by 51.6% during the first quarter, HoldingsChannel reports. The fund owned 11,727 shares of the payment services company’s stock after selling... More of this article »
Image for Louisiana State Employees Retirement System Invests $4.12 Million in American Tower Corporation $AMT

Louisiana State Employees Retirement System Invests $4.12 Million in American Tower Corporation $AMT

Louisiana State Employees Retirement System acquired a new position in American Tower Corporation (NYSE:AMT – Free Report) during the 1st quarter, HoldingsChannel.com reports. The firm acquired 23,900 shares of the real estate... More of this article »
Image for Vanguard Small-Cap Value ETF $VBR Shares Sold by Silver Oak Securities Incorporated

Vanguard Small-Cap Value ETF $VBR Shares Sold by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated decreased its holdings in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 81.3% during the first quarter, according to its most recent filing with the Securities and... More of this article »
Image for Wasatch Advisors LP Increases Stake in Construction Partners, Inc. $ROAD

Wasatch Advisors LP Increases Stake in Construction Partners, Inc. $ROAD

Wasatch Advisors LP raised its stake in Construction Partners, Inc. (NASDAQ:ROAD – Free Report) by 37.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 836,440 shares of the company’s... More of this article »
Image for Antero Resources (NYSE:AR) Rating Increased to Strong-Buy at Texas Capital

Antero Resources (NYSE:AR) Rating Increased to Strong-Buy at Texas Capital

Antero Resources (NYSE:AR – Get Free Report) was upgraded by analysts at Texas Capital to a “strong-buy” rating in a research note issued on Thursday,Zacks.com reports. Other equities research analysts have also recently... More of this article »
Image for Gold Reserve (OTCMKTS:GDRZF) Shares Gap Down   – Time to Sell?

Gold Reserve (OTCMKTS:GDRZF) Shares Gap Down – Time to Sell?

Gold Reserve Inc. (OTCMKTS:GDRZF – Get Free Report)’s stock price gapped down prior to trading on Thursday . The stock had previously closed at $4.43, but opened at $4.21. Gold Reserve shares last traded at $4.3495, with... More of this article »
Image for Johnson Controls International (NYSE:JCI) Upgraded to “Strong-Buy” at Zacks Research

Johnson Controls International (NYSE:JCI) Upgraded to “Strong-Buy” at Zacks Research

Johnson Controls International (NYSE:JCI – Get Free Report) was upgraded by equities researchers at Zacks Research from a “hold” rating to a “strong-buy” rating in a report released on Thursday,Zacks.com... More of this article »
Image for Insider Selling: Nuvation Bio (NYSE:NUVB) Insider Sells $753,750.00 in Stock

Insider Selling: Nuvation Bio (NYSE:NUVB) Insider Sells $753,750.00 in Stock

Nuvation Bio Inc. (NYSE:NUVB – Get Free Report) insider Stacy Markel sold 125,000 shares of the firm’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $6.03, for a total value of... More of this article »
Image for RFG Advisory LLC Acquires 30,059 Shares of First Trust Limited Duration Investment Grade Corporate ETF $FSIG

RFG Advisory LLC Acquires 30,059 Shares of First Trust Limited Duration Investment Grade Corporate ETF $FSIG

RFG Advisory LLC grew its holdings in shares of First Trust Limited Duration Investment Grade Corporate ETF (NYSEARCA:FSIG – Free Report) by 28.2% during the 1st quarter, according to its most recent filing with the Securities... More of this article »
Image for RFG Advisory LLC Acquires 6,513 Shares of First Trust Nasdaq Cybersecurity ETF $CIBR

RFG Advisory LLC Acquires 6,513 Shares of First Trust Nasdaq Cybersecurity ETF $CIBR

RFG Advisory LLC raised its stake in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 21.3% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 37,080 shares... More of this article »
Image for 92,433 Shares in PayPal Holdings, Inc. $PYPL Purchased by OP Asset Management Ltd

92,433 Shares in PayPal Holdings, Inc. $PYPL Purchased by OP Asset Management Ltd

OP Asset Management Ltd purchased a new position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for JPMorgan Active Growth ETF $JGRO Holdings Trimmed by Echo Wealth Management LLC

JPMorgan Active Growth ETF $JGRO Holdings Trimmed by Echo Wealth Management LLC

Echo Wealth Management LLC trimmed its position in JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 15.4% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 56,694... More of this article »
Image for Sugar Maple Asset Management LLC Has $15.64 Million Position in SPDR Gold Shares $GLD

Sugar Maple Asset Management LLC Has $15.64 Million Position in SPDR Gold Shares $GLD

Sugar Maple Asset Management LLC lifted its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 4.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for OP Asset Management Ltd Acquires Shares of 17,742 Keysight Technologies Inc. $KEYS

OP Asset Management Ltd Acquires Shares of 17,742 Keysight Technologies Inc. $KEYS

OP Asset Management Ltd acquired a new stake in Keysight Technologies Inc. (NYSE:KEYS – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Image for Telos Capital Management Inc. Has $25.50 Million Position in Alphabet Inc. $GOOGL

Telos Capital Management Inc. Has $25.50 Million Position in Alphabet Inc. $GOOGL

Telos Capital Management Inc. decreased its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 15.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »