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Diversified Trust Co Acquires New Shares in Vista Energy, S.A.B. de C.V. – Sponsored ADR $VIST
Diversified Trust Co acquired a new position in shares of Vista Energy, S.A.B. de C.V. – Sponsored ADR (NYSE:VIST – Free Report) in the first quarter, HoldingsChannel.com reports. The firm acquired 68,574 shares of the... More of this article »
iShares Russell 1000 Value ETF $IWD is Genesis Private Wealth LLC’s 4th Largest Position
Genesis Private Wealth LLC cut its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 7.8% in the first quarter, Holdings Channel reports. The fund owned 61,579 shares of the exchange traded fund’s... More of this article »
Mishpacha Holdings Corp Acquires New Stake in Amazon.com, Inc. $AMZN
Mishpacha Holdings Corp acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 34,787 shares of the e-commerce giant’s stock, valued at approximately... More of this article »
10,660 Shares in JPMorgan Chase & Co. $JPM Acquired by SHP Wealth Management
SHP Wealth Management bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 10,660 shares of the financial... More of this article »
Amazon.com, Inc. $AMZN Stock Holdings Lessened by Groupama Asset Managment
Groupama Asset Managment lowered its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 9.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 941,087... More of this article »
Vanguard S&P 500 ETF $VOO is EMC Capital Management’s Largest Position
EMC Capital Management boosted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.1% in the fourth quarter, HoldingsChannel reports. The firm owned 84,254 shares of the company’s stock... More of this article »
35,320 Shares in Wheaton Precious Metals Corp. $WPM Acquired by McAlvany Wealth Management LLC
McAlvany Wealth Management LLC acquired a new stake in Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
J. Derek Lewis & Associates Inc. Invests $554,000 in Schwab Fundamental International Equity ETF $FNDF
J. Derek Lewis & Associates Inc. acquired a new position in Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Creek Drive Management Group LLC Makes New $460,000 Investment in Cipher Mining Inc. $CIFR
Creek Drive Management Group LLC purchased a new position in shares of Cipher Mining Inc. (NASDAQ:CIFR – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Pullen Investment Management LLC Purchases 4,782 Shares of FTI Consulting, Inc. $FCN
Pullen Investment Management LLC lifted its position in shares of FTI Consulting, Inc. (NYSE:FCN – Free Report) by 49.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Thompson Davis & CO. Inc. Has $822,000 Stock Position in Babcock $BW
Thompson Davis & CO. Inc. lowered its stake in shares of Babcock (NYSE:BW – Free Report) by 38.7% in the first quarter, Holdings Channel.com reports. The firm owned 55,965 shares of the technology company’s stock... More of this article »
Nations Financial Group Inc. IA ADV Has $6.08 Million Holdings in BNY Mellon Dynamic Value ETF $BKDV
Nations Financial Group Inc. IA ADV increased its holdings in shares of BNY Mellon Dynamic Value ETF (NYSEARCA:BKDV – Free Report) by 63.4% during the first quarter, Holdings Channel reports. The fund owned 204,852 shares of... More of this article »
Gladstone Land Corporation (LAND) to Issue Monthly Dividend of $0.05 on June 30th
Gladstone Land Corporation (NASDAQ:LAND – Get Free Report) declared a monthly dividend on Tuesday, April 14th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of 0.0467 per share by the real estate investment... More of this article »
Midwest Heritage Bank FSB Boosts Holdings in iShares 20+ Year Treasury Bond ETF $TLT
Midwest Heritage Bank FSB boosted its holdings in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 28.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Nations Financial Group Inc. IA ADV Buys 12,718 Shares of Inspire 100 ETF $BIBL
Nations Financial Group Inc. IA ADV grew its stake in Inspire 100 ETF (NYSEARCA:BIBL – Free Report) by 18.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
MacroGenics, Inc. (NASDAQ:MGNX) Given Consensus Recommendation of “Hold” by Brokerages
Shares of MacroGenics, Inc. (NASDAQ:MGNX – Get Free Report) have been given an average recommendation of “Hold” by the seven brokerages that are currently covering the company, MarketBeat.com reports. One analyst... More of this article »
Osbon Capital Management LLC Acquires Shares of 35,722 Vanguard Total Stock Market ETF $VTI
Osbon Capital Management LLC acquired a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 35,722 shares of the... More of this article »
Critical Survey: Cartesian Growth Corp III (CGCT) and Its Competitors
Cartesian Growth Corp III (NASDAQ:CGCT – Get Free Report) is one of 330 publicly-traded companies in the “Investment Offices” industry, but how does it compare to its peers? We will compare Cartesian Growth Corp III... More of this article »
Smith & Nephew SNATS, Inc. (NYSE:SNN) Receives Average Rating of “Hold” from Analysts
Smith & Nephew SNATS, Inc. (NYSE:SNN – Get Free Report) has earned a consensus rating of “Hold” from the six brokerages that are currently covering the firm, Marketbeat reports. Five investment analysts have... More of this article »
Pure Financial Advisors LLC Sells 1,689 Shares of Public Storage $PSA
Pure Financial Advisors LLC trimmed its position in shares of Public Storage (NYSE:PSA – Free Report) by 17.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
J. Derek Lewis & Associates Inc. Invests $4.11 Million in Schwab US Small-Cap ETF $SCHA
J. Derek Lewis & Associates Inc. acquired a new position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
J. Derek Lewis & Associates Inc. Invests $1.30 Million in Bank of America Corporation $BAC
J. Derek Lewis & Associates Inc. purchased a new stake in Bank of America Corporation (NYSE:BAC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
PeakShares LLC Makes New $1.09 Million Investment in ExxonMobil Corporation $XOM
PeakShares LLC acquired a new position in ExxonMobil Corporation (NYSE:XOM – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Rockefeller Capital Management L.P. Purchases 67,245 Shares of Vanguard Russell 1000 Growth ETF $VONG
Rockefeller Capital Management L.P. boosted its holdings in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 22.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Creek Drive Management Group LLC Buys Shares of 36,000 Capricor Therapeutics, Inc. $CAPR
Creek Drive Management Group LLC bought a new stake in Capricor Therapeutics, Inc. (NASDAQ:CAPR – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Creek Drive Management Group LLC Makes New $2.07 Million Investment in Joby Aviation, Inc. $JOBY
Creek Drive Management Group LLC bought a new stake in Joby Aviation, Inc. (NYSE:JOBY – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought... More of this article »
TRU Independence Asset Management 2 LLC Raises Holdings in Amazon.com, Inc. $AMZN
TRU Independence Asset Management 2 LLC lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 47.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 22,480 shares of the e-commerce... More of this article »
SG Trading Solutions LLC Takes Position in Amazon.com, Inc. $AMZN
SG Trading Solutions LLC bought a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the fourth quarter, Holdings Channel.com reports. The institutional investor bought 59,226 shares of the e-commerce giant’s stock, valued at approximately... More of this article »
Reviewing Empresa Distribuidora Y Comercializadora Norte S.A. (Edenor) (NYSE:EDN) & Duke Energy (NYSE:DUK)
Empresa Distribuidora Y Comercializadora Norte S.A. (Edenor) (NYSE:EDN – Get Free Report) and Duke Energy (NYSE:DUK – Get Free Report) are both utilities companies, but which is the better investment? We will compare the... More of this article »
60,775 Shares in Shopify Inc. $SHOP Bought by Purpose Unlimited Inc.
Purpose Unlimited Inc. purchased a new stake in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
340,130 Shares in Brookfield Infrastructure Partners LP $BIP Acquired by Purpose Unlimited Inc.
Purpose Unlimited Inc. purchased a new stake in Brookfield Infrastructure Partners LP (NYSE:BIP – Free Report) (TSE:BIP.UN) in the 4th quarter, according to its most recent filing with the SEC. The fund purchased 340,130 shares... More of this article »
Purpose Unlimited Inc. Makes New $3.10 Million Investment in Alibaba Group Holding Limited $BABA
Purpose Unlimited Inc. purchased a new stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund purchased 21,179 shares of the specialty... More of this article »
Up Capital Management Inc. Takes Position in Gold Fields Limited $GFI
Up Capital Management Inc. acquired a new stake in shares of Gold Fields Limited (NYSE:GFI – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
J. Derek Lewis & Associates Inc. Makes New $2.05 Million Investment in Capital Group International Equity ETF $CGIE
J. Derek Lewis & Associates Inc. purchased a new stake in shares of Capital Group International Equity ETF (NYSEARCA:CGIE – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
World Investment Advisors Purchases Shares of 34,255 Fidelity Low Duration Bond Factor ETF $FLDR
World Investment Advisors bought a new stake in Fidelity Low Duration Bond Factor ETF (BATS:FLDR – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
World Investment Advisors Makes New Investment in Idaho Strategic Resources, Inc. $IDR
World Investment Advisors purchased a new position in Idaho Strategic Resources, Inc. (NYSEAMERICAN:IDR – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Contrasting Boyd Group Services (OTCMKTS:BYDGF) & Big Tree Cloud (NASDAQ:DSY)
Boyd Group Services (OTCMKTS:BYDGF – Get Free Report) and Big Tree Cloud (NASDAQ:DSY – Get Free Report) are both consumer staples companies, but which is the better business? We will contrast the two businesses based on... More of this article »
Reviewing Cartesian Growth Corp III (CGCT) & The Competition
Cartesian Growth Corp III (NASDAQ:CGCT – Get Free Report) is one of 330 publicly-traded companies in the “Investment Offices” industry, but how does it weigh in compared to its peers? We will compare Cartesian Growth... More of this article »
Strategic Investment Solutions Inc. IL Has $15.16 Million Stock Holdings in Apple Inc. $AAPL
Strategic Investment Solutions Inc. IL raised its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 6.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Union Savings Bank Buys New Position in Broadcom Inc. $AVGO
Union Savings Bank bought a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 4,186 shares of the semiconductor manufacturer’s stock, valued... More of this article »
Hsbc Holdings PLC Purchases 671,528 Shares of Truist Financial Corporation $TFC
Hsbc Holdings PLC raised its position in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 26.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Pure Financial Advisors LLC Purchases Shares of 81,676 MaxLinear, Inc $MXL
Pure Financial Advisors LLC purchased a new position in MaxLinear, Inc (NASDAQ:MXL – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 81,676 shares of the semiconductor company’s stock,... More of this article »
Kalaris Therapeutics Inc. (NASDAQ:KLRS) Given Average Recommendation of “Moderate Buy” by Brokerages
Shares of Kalaris Therapeutics Inc. (NASDAQ:KLRS – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the nine research firms that are currently covering the company, Marketbeat reports.... More of this article »
iShares Core S&P 500 ETF $IVV Shares Sold by NWF Advisory Services Inc.
NWF Advisory Services Inc. reduced its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
EJMK Ventures LLC Buys Shares of 6,195 Invesco QQQ $QQQ
EJMK Ventures LLC purchased a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) during the 4th quarter, HoldingsChannel reports. The firm purchased 6,195 shares of the exchange traded fund’s stock, valued at approximately... More of this article »
Tobam Sells 33,268 Shares of Cleanspark, Inc. $CLSK
Tobam lessened its position in shares of Cleanspark, Inc. (NASDAQ:CLSK – Free Report) by 49.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 33,783 shares of the company’s stock after selling 33,268... More of this article »
Pacer Advisors Inc. Cuts Holdings in Starbucks Corporation $SBUX
Pacer Advisors Inc. reduced its holdings in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 9.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 172,916 shares of the coffee company’s... More of this article »
Best Water Stocks To Add to Your Watchlist – June 20th
CocaCola, Ecolab, and NuScale Power are the three Water stocks to watch today, according to MarketBeat’s stock screener tool. “Water stocks” are shares of companies involved in the water industry, such as those that supply,... More of this article »