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LGT Capital Partners LTD. Takes Position in Marsh & McLennan Companies, Inc. $MRSH
LGT Capital Partners LTD. bought a new stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Shares Bought by TIAA Trust National Association
TIAA Trust National Association raised its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 20,427,521... More of this article »
Los Angeles Capital Management LLC Boosts Stake in Palo Alto Networks, Inc. $PANW
Los Angeles Capital Management LLC lifted its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 35.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
ING Groep NV Invests $6.49 Million in nVent Electric PLC $NVT
ING Groep NV purchased a new position in shares of nVent Electric PLC (NYSE:NVT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased... More of this article »
Walter Public Investments Inc. Has $36.77 Million Holdings in Alphabet Inc. $GOOG
Walter Public Investments Inc. reduced its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Interactive Brokers Group (NASDAQ:IBKR) Upgraded to “Strong-Buy” at Wolfe Research
Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) was upgraded by research analysts at Wolfe Research to a “strong-buy” rating in a research report issued to clients and investors on Monday,Zacks.com reports. IBKR... More of this article »
Fervo Energy (NASDAQ:FRVO) Upgraded to “Strong-Buy” at William Blair
Fervo Energy (NASDAQ:FRVO – Get Free Report) was upgraded by research analysts at William Blair to a “strong-buy” rating in a research report issued to clients and investors on Monday,Zacks.com reports. Several other... More of this article »
Champion Iron (TSE:CIA) Stock Rating Lowered by BMO Capital Markets
Champion Iron (TSE:CIA – Get Free Report) was downgraded by equities researchers at BMO Capital Markets from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Monday,Zacks.com... More of this article »
Cohen & Steers Quality Income Realty Fund, Inc. (NYSE:RQI) Declares Monthly Dividend of $0.09
Cohen & Steers Quality Income Realty Fund, Inc. (NYSE:RQI – Get Free Report) announced a monthly dividend on Monday, June 8th. Investors of record on Monday, July 6th will be given a dividend of 0.09 per share by the real... More of this article »
Franklin Resources Inc. Decreases Stock Holdings in Bristol Myers Squibb Company $BMY
Franklin Resources Inc. cut its holdings in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
John Hancock Preferred Income Fund III (HPS) to Issue Monthly Dividend of $0.11 on June 30th
John Hancock Preferred Income Fund III (NYSE:HPS – Get Free Report) declared a monthly dividend on Monday, June 1st. Stockholders of record on Thursday, June 11th will be given a dividend of 0.11 per share on Tuesday, June 30th.... More of this article »
LGT Capital Partners LTD. Acquires 58,800 Shares of Church & Dwight Co., Inc. $CHD
LGT Capital Partners LTD. grew its holdings in Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 10.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Innovator Nasdaq-100 Managed Floor ETF $QFLR Stock Position Lifted by Winnow Wealth LLC
Winnow Wealth LLC lifted its position in Innovator Nasdaq-100 Managed Floor ETF (NYSEARCA:QFLR – Free Report) by 29.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 96,636 shares of the... More of this article »
Westerkirk Capital Inc. Sells 53,400 Shares of Barrick Mining Corporation $B
Westerkirk Capital Inc. cut its stake in Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) by 67.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 25,530 shares of the gold and copper... More of this article »
Westerkirk Capital Inc. Buys 3,300 Shares of Simon Property Group, Inc. $SPG
Westerkirk Capital Inc. grew its stake in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 41.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Themes Management Co LLC Invests $1.49 Million in Amazon.com, Inc. $AMZN
Themes Management Co LLC purchased a new position in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Waddell & Associates LLC Raises Holdings in Edison International $EIX
Waddell & Associates LLC increased its position in shares of Edison International (NYSE:EIX – Free Report) by 126.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »2,252 Shares in iShares Semiconductor ETF $SOXX Acquired by VVR Holdings LLC
VVR Holdings LLC purchased a new position in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) in the fourth quarter, Holdings Channel reports. The fund purchased 2,252 shares of the exchange traded fund’s stock, valued... More of this article »
VinFast Auto (NASDAQ:VFS) Releases Earnings Results, Misses Estimates By $0.17 EPS
VinFast Auto (NASDAQ:VFS – Get Free Report) issued its earnings results on Monday. The company reported ($0.48) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.31) by ($0.17), FiscalAI... More of this article »
Havemeyer Place LP Invests $886,000 in The Middleby Corporation $MIDD
Havemeyer Place LP purchased a new position in The Middleby Corporation (NASDAQ:MIDD – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased... More of this article »
Havemeyer Place LP Acquires Shares of 9,789 Diageo plc $DEO
Havemeyer Place LP acquired a new position in shares of Diageo plc (NYSE:DEO – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 9,789... More of this article »
Franklin Resources Inc. Reduces Stock Holdings in Palo Alto Networks, Inc. $PANW
Franklin Resources Inc. lowered its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 26.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Fiera Capital Corp Acquires 2,888 Shares of The Home Depot, Inc. $HD
Fiera Capital Corp raised its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 10.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 30,512 shares of the home improvement retailer’s... More of this article »
WINTON GROUP Ltd Sells 39,816 Shares of Crinetics Pharmaceuticals, Inc. $CRNX
WINTON GROUP Ltd lessened its holdings in shares of Crinetics Pharmaceuticals, Inc. (NASDAQ:CRNX – Free Report) by 58.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Marks Group Wealth Management Inc Cuts Stake in Roper Technologies, Inc. $ROP
Marks Group Wealth Management Inc reduced its stake in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 45.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Sable Offshore (SOC) – Investment Analysts’ Weekly Ratings Changes
Sable Offshore (NYSE: SOC) recently received a number of ratings updates from brokerages and research firms: 6/6/2026 – Sable Offshore was downgraded by Wall Street Zen from “hold” to “sell”. 6/3/2026... More of this article »
The Sherwin-Williams Company $SHW Stock Holdings Decreased by Monetary Management Group Inc.
Monetary Management Group Inc. cut its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 33.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Fox Run Management L.L.C. Makes New Investment in Quest Diagnostics Incorporated $DGX
Fox Run Management L.L.C. acquired a new position in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
HC Wainwright Has Optimistic Outlook of Nicox Q1 Earnings
Nicox SA (OTCMKTS:NICXF – Free Report) – Stock analysts at HC Wainwright increased their Q1 2026 EPS estimates for Nicox in a research report issued on Friday, June 5th. HC Wainwright analyst R. Selvaraju now expects that... More of this article »
Q1 Earnings Estimate for OESX Issued By HC Wainwright
Orion Energy Systems, Inc. (NASDAQ:OESX – Free Report) – Research analysts at HC Wainwright issued their Q1 2027 earnings estimates for shares of Orion Energy Systems in a report released on Friday, June 5th. HC Wainwright... More of this article »
Q3 Earnings Forecast for Toro Issued By Northland Securities
Toro Company (The) (NYSE:TTC – Free Report) – Northland Securities lifted their Q3 2026 EPS estimates for Toro in a note issued to investors on Friday, June 5th. Northland Securities analyst T. Jackson now anticipates... More of this article »
Research Analysts Offer Predictions for DFTX FY2026 Earnings
Definium Therapeutics, Inc. (NASDAQ:DFTX – Free Report) – Stock analysts at Lifesci Capital cut their FY2026 earnings per share estimates for Definium Therapeutics in a report released on Friday, June 5th. Lifesci Capital... More of this article »
FY2026 EPS Estimates for REGENXBIO Cut by HC Wainwright
REGENXBIO Inc. (NASDAQ:RGNX – Free Report) – Investment analysts at HC Wainwright lowered their FY2026 earnings estimates for REGENXBIO in a research note issued on Friday, June 5th. HC Wainwright analyst Y. Chen now forecasts... More of this article »
Franklin Resources Inc. Decreases Holdings in Charter Communications, Inc. $CHTR
Franklin Resources Inc. lowered its position in Charter Communications, Inc. (NASDAQ:CHTR – Free Report) by 14.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Natera, Inc. $NTRA Shares Sold by Franklin Resources Inc.
Franklin Resources Inc. lowered its stake in Natera, Inc. (NASDAQ:NTRA – Free Report) by 4.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,534,553 shares... More of this article »
Howard Bailey Securities LLC Acquires New Holdings in Simplify Currency Strategy ETF $FOXY
Howard Bailey Securities LLC acquired a new stake in Simplify Currency Strategy ETF (NYSEARCA:FOXY – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 63,971 shares of the company’s... More of this article »
124,005 Shares in Simplify Aggregate Bond ETF $AGGH Acquired by Howard Bailey Securities LLC
Howard Bailey Securities LLC acquired a new position in shares of Simplify Aggregate Bond ETF (NYSEARCA:AGGH – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Oak Wealth Advisors LLC Purchases 5,158 Shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF $VTEI
Oak Wealth Advisors LLC lifted its position in shares of Vanguard Intermediate-Term Tax-Exempt Bond ETF (BATS:VTEI – Free Report) by 42.2% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Broadcom Inc. $AVGO Shares Purchased by Trivest Advisors Ltd
Trivest Advisors Ltd increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 27.5% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor ... More of this article »
Focus Partners Advisor Solutions LLC Has $54.46 Million Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Focus Partners Advisor Solutions LLC cut its position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 70.6% in the 4th quarter, according to its most recent filing with the Securities... More of this article »
Total Wealth Planning & Management Inc. Takes $1.61 Million Position in Broadcom Inc. $AVGO
Total Wealth Planning & Management Inc. bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Gaddis Premier Wealth Advisors LLC Invests $8.85 Million in First Trust Rising Dividend Achievers ETF $RDVY
Gaddis Premier Wealth Advisors LLC acquired a new position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) in the 4th quarter, according to its most recent filing with the Securities &... More of this article »
Marks Group Wealth Management Inc Sells 1,837 Shares of Teledyne Technologies Incorporated $TDY
Marks Group Wealth Management Inc reduced its holdings in shares of Teledyne Technologies Incorporated (NYSE:TDY – Free Report) by 11.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Gaddis Premier Wealth Advisors LLC Takes Position in Invesco NASDAQ 100 ETF $QQQM
Gaddis Premier Wealth Advisors LLC purchased a new stake in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 3,483... More of this article »
W.W. Grainger, Inc. $GWW Shares Sold by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc decreased its stake in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 9.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
ITT Inc. $ITT Shares Sold by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc decreased its holdings in shares of ITT Inc. (NYSE:ITT – Free Report) by 13.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Financial Survey: Pegasystems (NASDAQ:PEGA) versus Rand Worldwide (OTCMKTS:RWWI)
Pegasystems (NASDAQ:PEGA – Get Free Report) and Rand Worldwide (OTCMKTS:RWWI – Get Free Report) are both computer and technology companies, but which is the superior stock? We will contrast the two businesses based on the... More of this article »
LPL Financial LLC Acquires 355,614 Shares of Invesco S&P MidCap Momentum ETF $XMMO
LPL Financial LLC increased its holdings in shares of Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 11.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
