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Massachusetts Wealth Management Purchases 43,470 Shares of JPMorgan Ultra-Short Income ETF $JPST
Massachusetts Wealth Management boosted its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 15.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 321,015 shares... More of this article »
Seamount Financial Group Inc. Purchases 9,859 Shares of Dimensional U.S. Targeted Value ETF $DFAT
Seamount Financial Group Inc. acquired a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Onyx Financial Advisors LLC Purchases 17,934 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD
Onyx Financial Advisors LLC grew its position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 4.4% during the 3rd quarter, Holdings Channel.com reports. The firm owned 426,830 shares... More of this article »
TI Trust Inc. Makes New $823,000 Investment in C.H. Robinson Worldwide, Inc. $CHRW
TI Trust Inc. bought a new position in shares of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) during the 3rd quarter, Holdings Channel reports. The firm bought 5,562 shares of the transportation company’s stock,... More of this article »
Vanguard Ultra-Short Bond ETF $VUSB Stock Bought by Magnus Financial Group LLC
Magnus Financial Group LLC lifted its holdings in Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 453.7% during the third quarter, Holdings Channel reports. The institutional investor owned 30,675 shares of the company’s... More of this article »
The AES Corporation $AES Stock Sold by Lmcg Investments LLC
Lmcg Investments LLC cut its holdings in shares of The AES Corporation (NYSE:AES – Free Report) by 32.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
19,755 Shares in Deckers Outdoor Corporation $DECK Acquired by Inlet Private Wealth LLC
Inlet Private Wealth LLC bought a new stake in shares of Deckers Outdoor Corporation (NYSE:DECK – Free Report) in the third quarter, HoldingsChannel reports. The institutional investor bought 19,755 shares of the textile maker’s... More of this article »
Woodward Diversified Capital LLC Buys 7,036 Shares of Vanguard Financials ETF $VFH
Woodward Diversified Capital LLC purchased a new position in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) during the 3rd quarter, HoldingsChannel reports. The firm purchased 7,036 shares of the company’s... More of this article »
Tactile Systems Technology, Inc. $TCMD Holdings Cut by Kopp Family Office LLC
Kopp Family Office LLC trimmed its stake in Tactile Systems Technology, Inc. (NASDAQ:TCMD – Free Report) by 28.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
AT&T Inc. $T Stock Acquired by Prime Capital Investment Advisors LLC
Prime Capital Investment Advisors LLC increased its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 26.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 167,831 shares of... More of this article »
Reviewing Eagle Financial Services (NASDAQ:EFSI) & Hope Bancorp (NASDAQ:HOPE)
Hope Bancorp (NASDAQ:HOPE – Get Free Report) and Eagle Financial Services (NASDAQ:EFSI – Get Free Report) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on... More of this article »
KBC Group (OTCMKTS:KBCSY) versus Sumitomo Mitsui Trust (OTCMKTS:SUTNY) Head to Head Comparison
Sumitomo Mitsui Trust (OTCMKTS:SUTNY – Get Free Report) and KBC Group (OTCMKTS:KBCSY – Get Free Report) are both large-cap finance companies, but which is the superior investment? We will contrast the two businesses based... More of this article »
Critical Review: Home Federal Bancorp, Inc. of Louisiana (NASDAQ:HFBL) and Hawthorn Bancshares (NASDAQ:HWBK)
Home Federal Bancorp, Inc. of Louisiana (NASDAQ:HFBL – Get Free Report) and Hawthorn Bancshares (NASDAQ:HWBK – Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast... More of this article »
11,150 ProShares S&P 500 Aristocrats ETF $NOBL Shares Sold by Smith Shellnut Wilson LLC ADV
Smith Shellnut Wilson LLC ADV reduced its stake in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 6.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Vanguard Growth ETF $VUG Holdings Increased by Magnus Financial Group LLC
Magnus Financial Group LLC increased its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Adobe Inc. $ADBE Stock: Skylands Capital LLC Decreases Holdings
Skylands Capital LLC lessened its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 39.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 29,805... More of this article »
Manhattan Associates, Inc. $MANH Stock Sold by Kopp Family Office LLC
Kopp Family Office LLC trimmed its stake in Manhattan Associates, Inc. (NASDAQ:MANH – Free Report) by 45.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Vanguard FTSE Emerging Markets ETF $VWO Stock Holdings Raised by Kopp Family Office LLC
Kopp Family Office LLC raised its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 97.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Carlisle Companies Incorporated $CSL Stock Bought by Shayne & Jacobs LLC
Shayne & Jacobs LLC lifted its position in Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 32.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Woodward Diversified Capital LLC Acquires 52,817 Shares of First Trust WCM International Equity ETF $WCMI
Woodward Diversified Capital LLC increased its holdings in First Trust WCM International Equity ETF (NYSEARCA:WCMI – Free Report) by 181.3% in the third quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Nebius Group (NASDAQ:NBIS) Director Arne Grimme Buys 151 Shares of Stock
Nebius Group N.V. (NASDAQ:NBIS – Get Free Report) Director Arne Grimme bought 151 shares of the business’s stock in a transaction that occurred on Tuesday, October 20th. The shares were bought at an average price of $164.62... More of this article »
50,797 Shares of Invesco S&P MidCap Low Volatility ETF $XMLV Bought by Lmcg Investments LLC
Lmcg Investments LLC purchased a new position in shares of Invesco S&P MidCap Low Volatility ETF (NYSEARCA:XMLV – Free Report) during the third quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Vail Resorts, Inc. $MTN Stock Acquired by Lmcg Investments LLC
Lmcg Investments LLC lifted its holdings in shares of Vail Resorts, Inc. (NYSE:MTN – Free Report) by 58.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 30,406 shares of the company’s... More of this article »
Vanguard Total Stock Market ETF $VTI Stock: Lauterbach Financial Advisors LLC Raises Holdings
Lauterbach Financial Advisors LLC raised its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 66.6% in the third quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Lmcg Investments LLC Acquires New Holdings in iShares MSCI South Korea ETF $EWY
Lmcg Investments LLC bought a new stake in shares of iShares MSCI South Korea ETF (NYSEARCA:EWY – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
4,470 Shares of Invesco S&P 500 Momentum ETF $SPMO Bought by Retirement Planning Group LLC
Retirement Planning Group LLC acquired a new position in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) during the 3rd quarter, Holdings Channel.com reports. The fund acquired 4,470 shares of the company’s... More of this article »
Climb Bio (NASDAQ:CLYM) Shares Climb 6.5% – Here’s Why
Climb Bio, Inc. (NASDAQ:CLYM – Get Free Report) rose 6.5% on Tuesday. The stock traded as high as $10.21 and last traded at $10.3640. 77,227 shares were traded during mid-day trading, a decline of 93% from the average session... More of this article »
Bavarian Nordic (OTCMKTS:BVNRY) Sees Strong Trading Volume – Should You Buy?
Shares of Bavarian Nordic (OTCMKTS:BVNRY – Get Free Report) saw unusually-strong trading volume on Tuesday. 3,696 shares changed hands during trading, an increase of 11% from the previous session’s volume of 3,328 shares.... More of this article »
Senvest Capital (TSE:SEC) Hits New 12-Month High – Here’s Why
Shares of Senvest Capital Inc. (TSE:SEC – Get Free Report) hit a new 52-week high during mid-day trading on Tuesday. The stock traded as high as C$441.00 and last traded at C$441.00, with a volume of 300 shares trading hands.... More of this article »
Advanced Micro Devices, Inc. $AMD Stake Cut by Pinnacle Associates Ltd.
Pinnacle Associates Ltd. trimmed its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 10.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Astronics (OTCMKTS:ATROB) Stock Falls 6.2% – What’s Next?
Astronics Corp. (OTCMKTS:ATROB – Get Free Report)’s stock price dropped 6.2% during mid-day trading on Tuesday. The stock traded as low as $59.30 and last traded at $59.30. Approximately 338 shares traded hands during trading,... More of this article »
AECOM $ACM Shares Newly Purchased by Shayne & Jacobs LLC
Shayne & Jacobs LLC acquired a new stake in AECOM (NYSE:ACM – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 30,260 shares of the... More of this article »
Obermeyer Wealth Partners Purchases New Shares in iShares Russell 1000 ETF $IWB
Obermeyer Wealth Partners purchased a new position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
16,301 Vanguard Long-Term Treasury ETF $VGLT Shares Acquired by Obermeyer Wealth Partners
Obermeyer Wealth Partners boosted its holdings in Vanguard Long-Term Treasury ETF (NASDAQ:VGLT – Free Report) by 4.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
40,976 Shares in iShares Europe ETF $IEV Purchased by Obermeyer Wealth Partners
Obermeyer Wealth Partners purchased a new stake in shares of iShares Europe ETF (NYSEARCA:IEV – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Obermeyer Wealth Partners Purchases New Holdings in Vanguard Short-Term Treasury ETF $VGSH
Obermeyer Wealth Partners acquired a new stake in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired 29,364 shares... More of this article »
32,593 SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Shares Bought by White Lighthouse Investment Management Inc.
White Lighthouse Investment Management Inc. increased its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 32.9% in the third quarter, according to the company in its most recent filing with the... More of this article »
8,177 iShares Gold Trust $IAU Shares Purchased by Obermeyer Wealth Partners
Obermeyer Wealth Partners lifted its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 161.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Aptiv PLC $APTV Stock: Shayne & Jacobs LLC Raises Stake
Shayne & Jacobs LLC boosted its stake in Aptiv PLC (NYSE:APTV – Free Report) by 19.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Obermeyer Wealth Partners Makes New Investment in iShares National Muni Bond ETF $MUB
Obermeyer Wealth Partners bought a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Agilent Technologies, Inc. $A Stock Purchased by Lmcg Investments LLC
Lmcg Investments LLC lifted its holdings in Agilent Technologies, Inc. (NYSE:A – Free Report) by 6.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 105,340 shares... More of this article »
Summit Therapeutics PLC $SMMT Shares Acquired by Wealth Management Partners LLC
Wealth Management Partners LLC lifted its position in Summit Therapeutics PLC (NASDAQ:SMMT – Free Report) by 48.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Reviewing Vipshop (NYSE:VIPS) and Itochu (OTCMKTS:ITOCY)
Vipshop (NYSE:VIPS – Get Free Report) and Itochu (OTCMKTS:ITOCY – Get Free Report) are both consumer discretionary companies, but which is the superior business? We will compare the two companies based on the strength of... More of this article »
DuPont de Nemours, Inc. $DD Stock Acquired by Robeco Institutional Asset Management B.V.
Robeco Institutional Asset Management B.V. raised its position in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 16.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Simplify Short Term Treasury Futures Strategy ETF $TUA Stock Sold by Mid American Wealth Advisory Group Inc.
Mid American Wealth Advisory Group Inc. lessened its position in Simplify Short Term Treasury Futures Strategy ETF (NYSEARCA:TUA – Free Report) by 3.1% in the third quarter, according to its most recent disclosure with the SEC.... More of this article »
45,084 Federal Realty Investment Trust $FRT Shares Sold by Vest Financial LLC
Vest Financial LLC reduced its stake in Federal Realty Investment Trust (NYSE:FRT – Free Report) by 10.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 391,868 shares... More of this article »
Cardinal Health, Inc. $CAH Stock Sold by Vest Financial LLC
Vest Financial LLC cut its holdings in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) by 6.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
10,132 Shares in PBF Energy Inc. $PBF Acquired by Oakmont Investment Advisors Inc.
Oakmont Investment Advisors Inc. acquired a new stake in shares of PBF Energy Inc. (NYSE:PBF – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
