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iA Financial Co. Inc. (TSE:IAG) Receives Average Rating of “Hold” from Analysts
Shares of iA Financial Co. Inc. (TSE:IAG – Get Free Report) have been assigned an average rating of “Hold” from the nine brokerages that are presently covering the stock, Marketbeat.com reports. Nine research analysts... More of this article »
Ritholtz Wealth Management Raises Holdings in Federated Hermes, Inc. $FHI
Ritholtz Wealth Management boosted its holdings in shares of Federated Hermes, Inc. (NYSE:FHI – Free Report) by 21.9% in the 1st quarter, Holdings Channel.com reports. The fund owned 103,840 shares of the company’s stock... More of this article »
Ritholtz Wealth Management Buys 1,996 Shares of HCA Healthcare, Inc. $HCA
Ritholtz Wealth Management increased its position in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 16.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Fifth Third Wealth Advisors LLC Buys 1,018 Shares of GE Vernova Inc. $GEV
Fifth Third Wealth Advisors LLC grew its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 5.4% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 19,750 shares of the company’s... More of this article »
123,797 Shares in Amphenol Corporation $APH Purchased by OP Asset Management Ltd
OP Asset Management Ltd acquired a new position in shares of Amphenol Corporation (NYSE:APH – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Critical Contrast: i3 Verticals (NASDAQ:IIIV) and PubMatic (NASDAQ:PUBM)
i3 Verticals (NASDAQ:IIIV – Get Free Report) and PubMatic (NASDAQ:PUBM – Get Free Report) are both small-cap computer and technology companies, but which is the better business? We will compare the two businesses based... More of this article »
Hsbc Holdings PLC Has $19.48 Million Stock Holdings in Snap Inc. $SNAP
Hsbc Holdings PLC trimmed its stake in shares of Snap Inc. (NYSE:SNAP – Free Report) by 18.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Rockefeller Capital Management L.P. Raises Stock Position in Hilton Worldwide Holdings Inc. $HLT
Rockefeller Capital Management L.P. increased its position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 5.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 47,191 shares of... More of this article »
Axon Enterprise (NASDAQ:AXON) versus Hexcel (NYSE:HXL) Financial Contrast
Axon Enterprise (NASDAQ:AXON – Get Free Report) and Hexcel (NYSE:HXL – Get Free Report) are both aerospace companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability,... More of this article »
TaskUs, Inc. (NASDAQ:TASK) Receives $11.20 Average PT from Analysts
TaskUs, Inc. (NASDAQ:TASK – Get Free Report) has been given a consensus recommendation of “Hold” by the eight research firms that are currently covering the stock, MarketBeat reports. Two investment analysts have... More of this article »
Royal Bank Of Canada $RY Shares Sold by Hsbc Holdings PLC
Hsbc Holdings PLC cut its stake in shares of Royal Bank Of Canada (NYSE:RY – Free Report) (TSE:RY) by 93.4% in the 4th quarter, Holdings Channel reports. The firm owned 124,824 shares of the financial services provider’s... More of this article »
Schwab U.S. Large-Cap Growth ETF $SCHG Shares Bought by MinichMacGregor Wealth Management LLC
MinichMacGregor Wealth Management LLC raised its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.7% during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Friedenthal Financial Takes $1.08 Million Position in Travel + Leisure Co. $TNL
Friedenthal Financial purchased a new stake in shares of Travel + Leisure Co. (NYSE:TNL – Free Report) in the first quarter, Holdings Channel reports. The firm purchased 15,668 shares of the company’s stock, valued at... More of this article »
Friedenthal Financial Acquires Shares of 21,574 Moderna, Inc. $MRNA
Friedenthal Financial bought a new stake in shares of Moderna, Inc. (NASDAQ:MRNA – Free Report) in the 1st quarter, Holdings Channel reports. The fund bought 21,574 shares of the company’s stock, valued at approximately... More of this article »
Strategent Financial LLC Increases Stake in Vanguard Short-Term Corporate Bond ETF $VCSH
Strategent Financial LLC raised its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 76.2% during the first quarter, Holdings Channel.com reports. The fund owned 104,143 shares of the company’s... More of this article »
Provenance Wealth Advisors LLC Has $29.43 Million Stake in iShares Russell 3000 ETF $IWV
Provenance Wealth Advisors LLC trimmed its stake in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 4.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 79,401 shares of the... More of this article »
Provenance Wealth Advisors LLC Has $215.10 Million Stake in iShares Core S&P Total U.S. Stock Market ETF $ITOT
Provenance Wealth Advisors LLC decreased its position in iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT – Free Report) by 6.0% in the first quarter, Holdings Channel reports. The firm owned 1,510,211 shares... More of this article »
Live Oak Private Wealth LLC Has $5.49 Million Position in The Mosaic Company $MOS
Live Oak Private Wealth LLC raised its stake in The Mosaic Company (NYSE:MOS – Free Report) by 12.8% during the first quarter, HoldingsChannel reports. The institutional investor owned 215,211 shares of the basic materials... More of this article »
RFG Advisory LLC Boosts Stock Position in Invesco S&P SmallCap Momentum ETF $XSMO
RFG Advisory LLC lifted its stake in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO – Free Report) by 32.1% in the first quarter, HoldingsChannel reports. The fund owned 123,107 shares of the company’s... More of this article »
Surience Private Wealth LLC Takes Position in Grayscale Ethereum Trust ETF $ETHE
Surience Private Wealth LLC bought a new position in Grayscale Ethereum Trust ETF (NYSEARCA:ETHE – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund bought 64,988 shares of the company’s stock,... More of this article »
iShares TIPS Bond ETF $TIP Holdings Lifted by RFG Advisory LLC
RFG Advisory LLC boosted its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 55.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Oak Family Advisors LLC Has $3.25 Million Stock Position in iShares 1-5 Year Investment Grade Corporate Bond ETF $IGSB
Oak Family Advisors LLC lowered its stake in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Free Report) by 26.1% during the first quarter, HoldingsChannel reports. The firm owned 61,902 shares of the company’s... More of this article »
GE Aerospace $GE Shares Bought by Blue Trust Inc.
Blue Trust Inc. raised its position in GE Aerospace (NYSE:GE – Free Report) by 13.2% in the first quarter, Holdings Channel.com reports. The institutional investor owned 12,081 shares of the company’s stock after purchasing... More of this article »
Blue Trust Inc. Sells 2,018 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Blue Trust Inc. lowered its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 4.7% during the 1st quarter, HoldingsChannel reports. The fund owned 41,150 shares of the semiconductor... More of this article »
SG Americas Securities LLC Sells 68,047 Shares of Tenet Healthcare Corporation $THC
SG Americas Securities LLC decreased its stake in Tenet Healthcare Corporation (NYSE:THC – Free Report) by 36.7% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 117,161... More of this article »
Corundum Group Inc. Makes New Investment in United Parcel Service, Inc. $UPS
Corundum Group Inc. purchased a new position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm purchased 7,347 shares of the transportation company’s... More of this article »
RFG Advisory LLC Decreases Stock Holdings in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD
RFG Advisory LLC lessened its holdings in SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 8.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
RFG Advisory LLC Raises Holdings in Putnam Focused Large Cap Value ETF $PVAL
RFG Advisory LLC grew its holdings in Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) by 16.0% in the first quarter, Holdings Channel.com reports. The institutional investor owned 880,823 shares of the company’s... More of this article »
Faithward Advisors LLC Trims Stake in Veeva Systems Inc. $VEEV
Faithward Advisors LLC lowered its position in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 91.1% during the 1st quarter, HoldingsChannel reports. The firm owned 1,726 shares of the technology company’s stock after... More of this article »
Rockefeller Capital Management L.P. Cuts Stock Holdings in U.S. Bancorp $USB
Rockefeller Capital Management L.P. trimmed its stake in U.S. Bancorp (NYSE:USB – Free Report) by 18.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
RFG Advisory LLC Buys 11,743 Shares of Dimensional Global Credit ETF $DGCB
RFG Advisory LLC increased its stake in shares of Dimensional Global Credit ETF (NASDAQ:DGCB – Free Report) by 4.5% in the first quarter, Holdings Channel.com reports. The firm owned 271,993 shares of the company’s stock... More of this article »
Oak Family Advisors LLC Takes $4.88 Million Position in Schwab Emerging Markets Equity ETF $SCHE
Oak Family Advisors LLC purchased a new position in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
OP Asset Management Ltd Makes New Investment in Pfizer Inc. $PFE
OP Asset Management Ltd purchased a new position in shares of Pfizer Inc. (NYSE:PFE – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Insider Buying: Energy Services of America (NASDAQ:ESOA) President Acquires $97,560.00 in Stock
Energy Services of America Co. (NASDAQ:ESOA – Get Free Report) President Douglas Reynolds bought 6,000 shares of the firm’s stock in a transaction on Thursday, June 18th. The shares were acquired at an average cost of $16.26... More of this article »
Hsbc Holdings PLC Raises Stake in BioMarin Pharmaceutical Inc. $BMRN
Hsbc Holdings PLC boosted its holdings in shares of BioMarin Pharmaceutical Inc. (NASDAQ:BMRN – Free Report) by 78.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Diversified Trust Co Sells 6,271 Shares of Globus Medical, Inc. $GMED
Diversified Trust Co trimmed its stake in Globus Medical, Inc. (NYSE:GMED – Free Report) by 40.7% during the first quarter, Holdings Channel reports. The fund owned 9,140 shares of the medical device company’s stock after... More of this article »
Cardinal Point Capital Management ULC Makes New $1.63 Million Investment in Vanguard Small-Cap Value ETF $VBR
Cardinal Point Capital Management ULC bought a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) in the first quarter, HoldingsChannel.com reports. The firm bought 7,495 shares of the company’s stock,... More of this article »
uniQure (NASDAQ:QURE) Director Sells $225,408.15 in Stock
uniQure N.V. (NASDAQ:QURE – Get Free Report) Director Jack Kaye sold 5,295 shares of the company’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $42.57, for a total transaction... More of this article »
Financial Analysis: Defiance Daily Target 2X Long LMND ETF (NASDAQ:LMNX) and Assure (OTCMKTS:IONM)
Profitability This table compares Assure and Defiance Daily Target 2X Long LMND ETF’s net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Assure N/A N/A N/A Defiance Daily... More of this article »
Lockheed Martin Corporation $LMT Shares Sold by Corundum Group Inc.
Corundum Group Inc. reduced its stake in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 26.1% during the 1st quarter, HoldingsChannel reports. The fund owned 19,045 shares of the aerospace company’s... More of this article »
Signal Advisors Wealth LLC Raises Position in Visa Inc. $V
Signal Advisors Wealth LLC raised its stake in Visa Inc. (NYSE:V – Free Report) by 10.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
SVB Wealth LLC Makes New $513,000 Investment in iShares Core MSCI International Developed Markets ETF $IDEV
SVB Wealth LLC purchased a new position in shares of iShares Core MSCI International Developed Markets ETF (NYSEARCA:IDEV – Free Report) in the 1st quarter, Holdings Channel reports. The firm purchased 6,142 shares of the company’s... More of this article »
SG Americas Securities LLC Buys 2,132,180 Shares of Sunstone Hotel Investors, Inc. $SHO
SG Americas Securities LLC grew its position in Sunstone Hotel Investors, Inc. (NYSE:SHO – Free Report) by 1,899.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Insider Selling: Bitwise MARA Option Income Strategy ETF (NYSEARCA:IMRA) CFO Sells $263,588.40 in Stock
Bitwise MARA Option Income Strategy ETF (NYSEARCA:IMRA – Get Free Report) CFO Benjamin Hohl sold 6,018 shares of the stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $43.80,... More of this article »
BI Asset Management Fondsmaeglerselskab A S Invests $1.04 Million in Oklo Inc. $OKLO
BI Asset Management Fondsmaeglerselskab A S acquired a new position in shares of Oklo Inc. (NYSE:OKLO – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Brookstone Capital Management Increases Stake in Schwab US Large-Cap ETF $SCHX
Brookstone Capital Management increased its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 43.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Corient Private Wealth LLC Raises Stock Position in Vanguard S&P Small-Cap 600 ETF $VIOO
Corient Private Wealth LLC boosted its stake in shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 21.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 86,244 shares of the company’s... More of this article »
Insider Buying: Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (NASDAQ:STRC) CEO Acquires $998,800.00 in Stock
Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (NASDAQ:STRC – Get Free Report) CEO Phong Le bought 11,000 shares of the business’s stock in a transaction dated Monday, June 22nd. The shares were acquired... More of this article »