Home » Author Archive
Vanguard Total Stock Market ETF $VTI Shares Bought by NewEdge Advisors LLC
NewEdge Advisors LLC raised its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 10.2% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 420,754 shares of the ETF’s... More of this article »
Reviewing IREN (IREN) & Its Peers
IREN (NASDAQ:IREN – Get Free Report) is one of 959 publicly-traded companies in the “Software” industry, but how does it compare to its competitors? We will compare IREN to related companies based on the strength... More of this article »Threshold (T) Hits 1-Day Volume of $5.65 Million
Threshold (T) traded down 0.8% against the U.S. dollar during the 24-hour period ending at 7:00 AM ET on September 9th. During the last week, Threshold has traded down 27.5% against the U.S. dollar. Threshold has a market capitalization... More of this article »
Home BancShares (NYSE:HOMB) Rating Increased to Strong-Buy at Hovde Group
Hovde Group upgraded shares of Home BancShares (NYSE:HOMB – Free Report) to a strong-buy rating in a research report released on Tuesday,Zacks reports. HOMB has been the topic of several other research reports. Wall Street Zen... More of this article »
Deutsche Telekom (OTCMKTS:DTEGY) Downgraded by Zacks Research to Hold
Zacks Research downgraded shares of Deutsche Telekom (OTCMKTS:DTEGY – Free Report) from a strong-buy rating to a hold rating in a report released on Monday morning,Zacks reports. A number of other research firms have also weighed... More of this article »
JBT Marel (NYSE:JBTM) Upgraded to “Strong-Buy” at Barclays
Barclays upgraded shares of JBT Marel (NYSE:JBTM – Free Report) to a strong-buy rating in a research note published on Tuesday morning,Zacks reports. Several other research firms also recently commented on JBTM. Seaport Research... More of this article »
Insight Wealth Partners LLC Sells 37,292 Shares of Invesco Total Return Bond ETF $GTO
Insight Wealth Partners LLC decreased its position in Invesco Total Return Bond ETF (NYSEARCA:GTO – Free Report) by 26.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Summit Financial Strategies Inc. Raises Stock Position in Installed Building Products, Inc. $IBP
Summit Financial Strategies Inc. raised its position in Installed Building Products, Inc. (NYSE:IBP – Free Report) by 79.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Summit Financial Strategies Inc. Reduces Holdings in Schwab U.S. Mid-Cap ETF $SCHM
Summit Financial Strategies Inc. lessened its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 11.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
C WorldWide Group Holding A S Cuts Stock Holdings in MercadoLibre, Inc. $MELI
C WorldWide Group Holding A S reduced its stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 2.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
GE Vernova Inc. $GEV Shares Sold by Teamwork Financial Advisors LLC
Teamwork Financial Advisors LLC decreased its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 15.4% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Invesco S&P 500 Revenue ETF $RWL Stake Cut by Capital Analysts LLC
Capital Analysts LLC cut its holdings in shares of Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) by 1.0% during the second quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Braze (NASDAQ:BRZE) Updates FY 2027 Earnings Guidance
Braze (NASDAQ:BRZE – Get Free Report) updated its FY 2027 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 0.640-0.650 for the period, compared to the consensus estimate of 0.350.... More of this article »
Farmers National Banc Corp. (FMNB) To Go Ex-Dividend on September 11th
Farmers National Banc Corp. (NASDAQ:FMNB – Get Free Report) announced a quarterly dividend on Tuesday, August 25th. Shareholders of record on Friday, September 11th will be paid a dividend of 0.18 per share by the bank on Wednesday,... More of this article »
Spire Inc. (SR) To Go Ex-Dividend on September 11th
Spire Inc. (NYSE:SR – Get Free Report) declared a quarterly dividend on Thursday, July 30th. Investors of record on Friday, September 11th will be paid a dividend of 0.825 per share by the utilities provider on Friday, October... More of this article »
Nasdaq, Inc. (NDAQ) to Issue Quarterly Dividend of $0.31 on September 25th
Nasdaq, Inc. (NASDAQ:NDAQ – Get Free Report) declared a quarterly dividend on Thursday, July 23rd. Shareholders of record on Friday, September 11th will be given a dividend of 0.31 per share by the financial services provider... More of this article »
Integrated Wealth Concepts LLC Grows Position in Vanguard Tax-Exempt Bond ETF $VTEB
Integrated Wealth Concepts LLC increased its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 23.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
XY Planning Network Inc. Grows Stock Holdings in iShares U.S. Treasury Bond ETF $GOVT
XY Planning Network Inc. increased its position in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 63.0% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 58,933 shares of the... More of this article »
iShares Global Infrastructure ETF $IGF Shares Bought by NorthRock Partners LLC
NorthRock Partners LLC increased its stake in iShares Global Infrastructure ETF (NASDAQ:IGF – Free Report) by 15.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,076,200... More of this article »
Integrated Wealth Concepts LLC Has $27.48 Million Stock Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY
Integrated Wealth Concepts LLC reduced its position in First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) by 2.5% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
NorthRock Partners LLC Lowers Position in SPDR Portfolio Intermediate Term Treasury ETF $SPTI
NorthRock Partners LLC decreased its position in shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 6.8% during the second quarter, according to its most recent filing with the SEC. The... More of this article »
Andersen Group (NYSE:ANDG) Upgraded by BMO Capital Markets to “Hold” Rating
Andersen Group (NYSE:ANDG – Get Free Report) was upgraded by research analysts at BMO Capital Markets to a “hold” rating in a research note issued on Tuesday, Zacks reports. Other research analysts have also issued... More of this article »
New Mexico Educational Retirement Board Buys 18,856 Shares of Broadcom Inc. $AVGO
New Mexico Educational Retirement Board raised its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.7% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 235,416 shares... More of this article »
iShares Russell 1000 Growth ETF $IWF Stake Boosted by NewEdge Advisors LLC
NewEdge Advisors LLC lifted its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 315.9% during the second quarter, Holdings Channel reports. The firm owned 845,080 shares of the exchange traded... More of this article »
One Charles Private Wealth Services LLC Has $2.76 Million Holdings in iShares Core MSCI EAFE ETF $IEFA
One Charles Private Wealth Services LLC grew its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 61.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Miami International (MIAX) vs. Its Rivals Financial Contrast
Miami International (NYSE:MIAX – Get Free Report) is one of 1,747 public companies in the “Capital Markets” industry, but how does it contrast to its peers? We will compare Miami International to related companies... More of this article »
NVR, Inc. (NYSE:NVR) Receives $7,224.20 Average Price Target from Analysts
Shares of NVR, Inc. (NYSE:NVR – Get Free Report) have earned a consensus rating of “Hold” from the seven research firms that are covering the stock, Marketbeat.com reports. Four equities research analysts have rated... More of this article »
VIRGINIA RETIREMENT SYSTEMS ET Al Purchases Shares of 71,775 FedEx Freight Hldg Co $FDXF
VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of FedEx Freight Hldg Co (NYSE:FDXF – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
VIRGINIA RETIREMENT SYSTEMS ET Al Takes $5.07 Million Position in Exelixis, Inc. $EXEL
VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of Exelixis, Inc. (NASDAQ:EXEL – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Analyzing ZenaTech (NASDAQ:ZENA) & AAR (NYSE:AIR)
ZenaTech (NASDAQ:ZENA – Get Free Report) and AAR (NYSE:AIR – Get Free Report) are both industrials companies, but which is the superior business? We will compare the two companies based on the strength of their profitability,... More of this article »
Head-To-Head Analysis: Editas Medicine (NASDAQ:EDIT) versus Iovance Biotherapeutics (NASDAQ:IOVA)
Iovance Biotherapeutics (NASDAQ:IOVA – Get Free Report) and Editas Medicine (NASDAQ:EDIT – Get Free Report) are both healthcare companies, but which is the superior business? We will contrast the two businesses based on... More of this article »
Sterling Investment Advisors Ltd. Has $5.45 Million Position in Blackstone Inc. $BX
Sterling Investment Advisors Ltd. raised its position in Blackstone Inc. (NYSE:BX – Free Report) by 47.7% during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 46,319 shares... More of this article »
Qualcomm Calls Amazon Pact a Landmark Deal, Backs $15B Data-Center Goal
Qualcomm (NASDAQ:QCOM) CFO and COO Akash Palkhiwala said the company’s newly announced multiyear agreement with Amazon represents a “landmark deal” for its expanding data-center business and supports its previously disclosed... More of this article »
Waverly Advisors LLC Increases Stock Position in Dimensional International Core Equity Market ETF $DFAI
Waverly Advisors LLC boosted its position in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 4.9% during the second quarter, according to the company in its most recent filing with the Securities... More of this article »
RFG Advisory LLC Sells 92,959 Shares of Invesco S&P 500 Quality ETF $SPHQ
RFG Advisory LLC reduced its holdings in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 34.2% in the second quarter, HoldingsChannel.com reports. The fund owned 178,931 shares of the company’s... More of this article »
RFG Advisory LLC Decreases Stake in SPDR Portfolio S&P 400 Mid Cap ETF $SPMD
RFG Advisory LLC lessened its holdings in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 6.4% in the second quarter, Holdings Channel reports. The firm owned 325,572 shares of the company’s... More of this article »
23,658 Shares in Fastenal Company $FAST Acquired by Maven Securities LTD
Maven Securities LTD purchased a new position in Fastenal Company (NASDAQ:FAST – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
iShares MSCI USA Quality Factor ETF $QUAL Stock Holdings Trimmed by NewEdge Advisors LLC
NewEdge Advisors LLC lessened its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 66.0% in the second quarter, HoldingsChannel reports. The fund owned 248,757 shares of the company’s... More of this article »
Cellebrite DI Ltd. $CLBT Shares Bought by Nine Ten Capital Management LLC
Nine Ten Capital Management LLC lifted its stake in shares of Cellebrite DI Ltd. (NASDAQ:CLBT – Free Report) by 19.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Steamboat Capital Partners LLC Lowers Holdings in Resideo Technologies, Inc. $REZI
Steamboat Capital Partners LLC reduced its holdings in shares of Resideo Technologies, Inc. (NYSE:REZI – Free Report) by 12.3% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
53,428 Shares in Flex Ltd. $FLEX Acquired by VIRGINIA RETIREMENT SYSTEMS ET Al
VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in Flex Ltd. (NASDAQ:FLEX – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The fund bought 53,428 shares of the... More of this article »
Concurrent Investment Advisors LLC Boosts Position in Zoetis Inc. $ZTS
Concurrent Investment Advisors LLC raised its holdings in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 98.9% during the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
iShares Core S&P Small-Cap ETF $IJR Shares Acquired by Waverly Advisors LLC
Waverly Advisors LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 31.8% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 141,447 shares of... More of this article »
Squarepoint Ops LLC Grows Stock Holdings in Webster Financial Corporation $WBS
Squarepoint Ops LLC boosted its stake in shares of Webster Financial Corporation (NYSE:WBS – Free Report) by 13.1% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
XY Planning Network Inc. Acquires 19,758 Shares of Avantis Emerging Markets Equity ETF $AVEM
XY Planning Network Inc. grew its holdings in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 53.4% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Schwab US Small-Cap ETF $SCHA Shares Sold by Waverly Advisors LLC
Waverly Advisors LLC reduced its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 6.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
West Family Investments Inc. Takes $610,000 Position in Texas Roadhouse, Inc. $TXRH
West Family Investments Inc. acquired a new position in Texas Roadhouse, Inc. (NASDAQ:TXRH – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
West Family Investments Inc. Takes $526,000 Position in Conagra Brands $CAG
West Family Investments Inc. acquired a new position in Conagra Brands (NYSE:CAG – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
