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UBS Group AG Purchases 257,947 Shares of Adaptive Biotechnologies Corporation $ADPT
UBS Group AG lifted its position in shares of Adaptive Biotechnologies Corporation (NASDAQ:ADPT – Free Report) by 101.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Stronghold Wealth Management L.L.C. Purchases Shares of 61,852 iShares Preferred and Income Securities ETF $PFF
Stronghold Wealth Management L.L.C. purchased a new stake in iShares Preferred and Income Securities ETF (NASDAQ:PFF – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Stronghold Wealth Management L.L.C. Purchases Shares of 1,755 iShares Russell 3000 ETF $IWV
Stronghold Wealth Management L.L.C. purchased a new stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased... More of this article »
iShares Russell 2000 ETF $IWM Shares Sold by Soltis Investment Advisors LLC
Soltis Investment Advisors LLC reduced its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 24.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Mission Wealth Management LP Has $7.75 Million Stake in Vanguard Total Bond Market ETF $BND
Mission Wealth Management LP trimmed its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 49.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Mission Wealth Management LP Has $5.47 Million Holdings in Caterpillar Inc. $CAT
Mission Wealth Management LP cut its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Reviewing CDW (NASDAQ:CDW) and Evolv Technologies (NASDAQ:EVLV)
CDW (NASDAQ:CDW – Get Free Report) and Evolv Technologies (NASDAQ:EVLV – Get Free Report) are both computer and technology companies, but which is the better business? We will compare the two companies based on the strength... More of this article »
Anadarko Petroleum (NASDAQ:APC) versus The American Energy Group (OTCMKTS:AEGG) Financial Survey
Anadarko Petroleum (NASDAQ:APC – Get Free Report) and The American Energy Group (OTCMKTS:AEGG – Get Free Report) are both small-cap energy companies, but which is the better business? We will contrast the two businesses... More of this article »
Northwestern Mutual Investment Management Company LLC Takes Position in Sandisk Corporation $SNDK
Northwestern Mutual Investment Management Company LLC bought a new stake in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Rossmore Private Capital Acquires 1,100 Shares of Vanguard S&P 500 ETF $VOO
Rossmore Private Capital raised its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 26,415 shares of the company’s... More of this article »
GLOBALT Investments LLC GA Sells 10,346 Shares of Virtu Financial, Inc. $VIRT
GLOBALT Investments LLC GA reduced its holdings in Virtu Financial, Inc. (NYSE:VIRT – Free Report) by 7.2% in the 4th quarter, Holdings Channel reports. The fund owned 133,850 shares of the company’s stock after selling... More of this article »
27,108 Shares in Zoom Communications, Inc. $ZM Acquired by Peak Asset Management LLC
Peak Asset Management LLC purchased a new position in Zoom Communications, Inc. (NASDAQ:ZM – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor purchased 27,108 shares of the company’s... More of this article »
Intrua Financial LLC Boosts Stock Position in iShares Core S&P Mid-Cap ETF $IJH
Intrua Financial LLC increased its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 14.0% in the fourth quarter, HoldingsChannel reports. The firm owned 64,176 shares of the company’s... More of this article »
Head to Head Review: Rallybio (NASDAQ:RLYB) vs. Oxford BioMedica (OTCMKTS:OXBDF)
Rallybio (NASDAQ:RLYB – Get Free Report) and Oxford BioMedica (OTCMKTS:OXBDF – Get Free Report) are both small-cap medical companies, but which is the better investment? We will compare the two businesses based on the strength... More of this article »
Analysts Set Oruka Therapeutics, Inc. (NASDAQ:ORKA) Target Price at $120.80
Shares of Oruka Therapeutics, Inc. (NASDAQ:ORKA – Get Free Report) have received an average rating of “Moderate Buy” from the eleven ratings firms that are covering the company, MarketBeat.com reports. One equities... More of this article »
Antelope Enterprise Holdings L (NASDAQ:AEHL) vs. IAC (NASDAQ:IAC) Critical Survey
Antelope Enterprise Holdings L (NASDAQ:AEHL – Get Free Report) and IAC (NASDAQ:IAC – Get Free Report) are both multi-sector conglomerates companies, but which is the better stock? We will compare the two companies based... More of this article »
Head-To-Head Review: MasterBeef Group (NASDAQ:MB) vs. Compass Group (OTCMKTS:CMPGY)
MasterBeef Group (NASDAQ:MB – Get Free Report) and Compass Group (OTCMKTS:CMPGY – Get Free Report) are both retail/wholesale companies, but which is the superior stock? We will compare the two companies based on the strength... More of this article »
Kane Co Wealth Management Inc. Invests $1.71 Million in Dimensional US High Profitability ETF $DUHP
Kane Co Wealth Management Inc. bought a new stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Amalgamated Financial (NASDAQ:AMAL) versus Nuveen Churchill Direct Lending (NYSE:NCDL) Head to Head Comparison
Amalgamated Financial (NASDAQ:AMAL – Get Free Report) and Nuveen Churchill Direct Lending (NYSE:NCDL – Get Free Report) are both small-cap finance companies, but which is the better investment? We will contrast the two... More of this article »
Cambridge Investment Research Advisors Inc. Sells 10,172 Shares of The Walt Disney Company $DIS
Cambridge Investment Research Advisors Inc. reduced its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Starbucks Corporation $SBUX Shares Acquired by Canada Post Corp Registered Pension Plan
Canada Post Corp Registered Pension Plan increased its holdings in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 17.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 36,157 shares... More of this article »
Short Interest in Invesco S&P 500 Equal Weight Communication Services ETF (NYSEARCA:RSPC) Drops By 50.0%
Invesco S&P 500 Equal Weight Communication Services ETF (NYSEARCA:RSPC – Get Free Report) saw a large decline in short interest in the month of April. As of April 30th, there was short interest totaling 791 shares, a decline... More of this article »
Mission Wealth Management LP Lowers Stock Holdings in Dimensional US Core Equity Market ETF $DFAU
Mission Wealth Management LP trimmed its position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 7.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
High Note Wealth LLC Grows Stake in Xtrackers MSCI EAFE Hedged Equity ETF $DBEF
High Note Wealth LLC increased its position in Xtrackers MSCI EAFE Hedged Equity ETF (NYSEARCA:DBEF – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Sigma Lithium Q1 Earnings Call Highlights
Sigma Lithium (NASDAQ:SGML) reported sharply improved profitability in the first quarter of 2026, with management saying the company has emerged from a lithium down cycle with lower debt, stronger margins and a plan to resume growth... More of this article »
SPDR Bloomberg Short Term High Yield Bond ETF $SJNK Shares Sold by RiverFront Investment Group LLC
RiverFront Investment Group LLC decreased its position in SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK – Free Report) by 14.2% during the 4th quarter, according to its most recent disclosure with the SEC. The... More of this article »
RiverFront Investment Group LLC Increases Holdings in JPMorgan USD Emerging Markets Sovereign Bond ETF $JPMB
RiverFront Investment Group LLC grew its holdings in shares of JPMorgan USD Emerging Markets Sovereign Bond ETF (NYSEARCA:JPMB – Free Report) by 14.9% in the 4th quarter, according to the company in its most recent filing with... More of this article »
RiverFront Investment Group LLC Grows Stock Holdings in iShares High Yield Corporate Bond BuyWrite Strategy ETF $HYGW
RiverFront Investment Group LLC raised its position in iShares High Yield Corporate Bond BuyWrite Strategy ETF (BATS:HYGW – Free Report) by 96.2% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Kayne Anderson BDC, Inc. $KBDC Position Decreased by Requisite Capital Management LLC
Requisite Capital Management LLC lessened its holdings in shares of Kayne Anderson BDC, Inc. (NYSE:KBDC – Free Report) by 10.6% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
RiverFront Investment Group LLC Has $182.90 Million Holdings in iShares MSCI EAFE Value ETF $EFV
RiverFront Investment Group LLC boosted its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 3.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Sapient Capital LLC Has $10.70 Million Holdings in United Rentals, Inc. $URI
Sapient Capital LLC reduced its position in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
North Dakota State Investment Board Purchases New Position in AT&T Inc. $T
North Dakota State Investment Board purchased a new stake in AT&T Inc. (NYSE:T – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
Hicks Capital Management LLC Invests $573,000 in JPMorgan Income ETF $JPIE
Hicks Capital Management LLC bought a new position in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 12,388 shares of the company’s stock, valued at... More of this article »
Rossmore Private Capital Grows Position in Palo Alto Networks, Inc. $PANW
Rossmore Private Capital lifted its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 51.4% in the fourth quarter, HoldingsChannel reports. The firm owned 24,096 shares of the network technology company’s... More of this article »
Thermo Fisher Scientific Inc. $TMO Shares Purchased by Soltis Investment Advisors LLC
Soltis Investment Advisors LLC grew its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 127.2% in the 4th quarter, Holdings Channel reports. The fund owned 3,628 shares of the medical research... More of this article »
Revolve Group, Inc. $RVLV Shares Sold by Stephens Investment Management Group LLC
Stephens Investment Management Group LLC cut its holdings in shares of Revolve Group, Inc. (NYSE:RVLV – Free Report) by 74.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Advanced Micro Devices, Inc. $AMD Position Raised by May Hill Capital LLC
May Hill Capital LLC boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 135.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,184... More of this article »
iA Global Asset Management Inc. Increases Stake in Mondelez International, Inc. $MDLZ
iA Global Asset Management Inc. grew its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 7.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
iA Global Asset Management Inc. Buys New Holdings in Aercap Holdings N.V. $AER
iA Global Asset Management Inc. bought a new stake in Aercap Holdings N.V. (NYSE:AER – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 65,820 shares of the financial services provider’s... More of this article »
Northwestern Mutual Wealth Management Co. Raises Stake in Mettler-Toledo International, Inc. $MTD
Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Mettler-Toledo International, Inc. (NYSE:MTD – Free Report) by 39,107.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 61,556 shares... More of this article »
XBP Global Q1 Earnings Call Highlights
XBP Global (NASDAQ:XBP) reported lower first-quarter 2026 revenue and normalized EBITDA as management said the company continued moving away from legacy, manual processing work and toward higher-margin AI-led workflow automation. On... More of this article »
Northwestern Mutual Wealth Management Co. Buys 1,017,464 Shares of Canadian Pacific Kansas City Limited $CP
Northwestern Mutual Wealth Management Co. raised its stake in Canadian Pacific Kansas City Limited (NYSE:CP – Free Report) (TSE:CP) by 1,840.0% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,072,760 shares... More of this article »
CDM Financial Counseling Services Inc. Takes $1.45 Million Position in Marriott International, Inc. $MAR
CDM Financial Counseling Services Inc. acquired a new stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 4,680... More of this article »
GLOBALT Investments LLC GA Sells 7,213 Shares of iShares Russell 1000 Growth ETF $IWF
GLOBALT Investments LLC GA lessened its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 906,369... More of this article »
Brokerages Set RH (NYSE:RH) Price Target at $176.47
Shares of RH (NYSE:RH – Get Free Report) have been given a consensus recommendation of “Hold” by the twenty brokerages that are presently covering the stock, MarketBeat Ratings reports. Five analysts have rated the... More of this article »
Sempra Energy (NYSE:SRE) Receives Average Rating of “Moderate Buy” from Brokerages
Shares of Sempra Energy (NYSE:SRE – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the fourteen ratings firms that are covering the company, Marketbeat reports. Four research analysts... More of this article »
Clearway Energy, Inc. (NYSE:CWEN) Receives Average Rating of “Moderate Buy” from Analysts
Shares of Clearway Energy, Inc. (NYSE:CWEN – Get Free Report) have been assigned an average rating of “Moderate Buy” from the nine research firms that are presently covering the firm, MarketBeat reports. Three analysts... More of this article »
SageGuard Financial Group LLC Takes $39.42 Million Position in Apple Inc. $AAPL
SageGuard Financial Group LLC bought a new stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund bought 145,017 shares of the iPhone maker’s... More of this article »