Home » Author Archive
Private Wealth Partners LLC Acquires New Holdings in iShares Russell 1000 Value ETF $IWD
Private Wealth Partners LLC acquired a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Vanguard Intermediate-Term Treasury ETF $VGIT Shares Newly Purchased by Prudent Investor Advisors LLC
Prudent Investor Advisors LLC acquired a new stake in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
ExxonMobil Corporation $XOM Stock: Root Financial Partners LLC Raises Holdings
Root Financial Partners LLC grew its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 42.3% in the third quarter, HoldingsChannel reports. The fund owned 16,278 shares of the oil and gas company’s stock after... More of this article »
Prudent Investor Advisors LLC Acquires 765,672 Shares of Dimensional US Core Equity Market ETF $DFAU
Prudent Investor Advisors LLC bought a new position in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) during the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
Contrasting LiveRamp (NYSE:RAMP) & BILL (NYSE:BILL)
BILL (NYSE:BILL – Get Free Report) and LiveRamp (NYSE:RAMP – Get Free Report) are both mid-cap technology companies, but which is the superior business? We will compare the two companies based on the strength of their analyst... More of this article »
Avnet, Inc. $AVT Stock: Tectonic Advisors LLC Grows Stake
Tectonic Advisors LLC grew its stake in Avnet, Inc. (NASDAQ:AVT – Free Report) by 40.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
WASHINGTON TRUST Co Acquires 172,468 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
WASHINGTON TRUST Co bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) during the third quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Promising Canadian Stocks To Watch Now – October 21st
Canadian Natural Resources, Celsius, and Canadian National Railway are the three Canadian stocks to watch today, according to MarketBeat’s stock screener tool. Canadian stocks are shares of publicly traded companies based in... More of this article »
UDR (NYSE: UDR) lifts guidance and lines up a $2 billion Apollo JV
What happened UDR, Inc. (NYSE: UDR) said on October 21, 2026 that it raised full-year 2026 guidance and posted preliminary third-quarter results. Preliminary net income per diluted share was $0.67, above the earlier $0.13 to $0.15... More of this article »
Applied Aerospace & Defense (NYSE:AADX) Sets New 52-Week Low – What’s Next?
Applied Aerospace & Defense, Inc. (NYSE:AADX – Get Free Report) hit a new 52-week low on Thursday. The company traded as low as $10.07 and last traded at $10.21, with a volume of 253,972 shares trading hands. The stock had... More of this article »
Citizens Eyes Global Growth With Tech Overhaul and Expanded Life Insurance Products
Citizens (NYSE:CIA) is positioning its life insurance business for growth through expansion in domestic final expense coverage, international U.S.-dollar-denominated policies and a planned modernization of its technology platform,... More of this article »
Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB) Rating Lowered to “Strong Sell” at Zacks Research
Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB – Get Free Report) was downgraded by investment analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research note issued on... More of this article »
2,515 Shares in Vanguard Consumer Discretionary ETF $VCR Purchased by NORTHSTAR ASSET MANAGEMENT Co
NORTHSTAR ASSET MANAGEMENT Co purchased a new stake in Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) during the 3rd quarter, Holdings Channel.com reports. The fund purchased 2,515 shares of the company’s... More of this article »
Rahlfs Capital LLC Buys 50,000 Shares of Janus Henderson Short Duration Income ETF $VNLA
Rahlfs Capital LLC increased its stake in Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by 1,000.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Stordahl Capital Management Inc. Acquires 2,435 Shares of Vanguard S&P 500 Value ETF $VOOV
Stordahl Capital Management Inc. lifted its holdings in shares of Vanguard S&P 500 Value ETF (NYSEARCA:VOOV – Free Report) by 1.0% in the third quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Winthrop Advisory Group LLC Acquires 48,837 Shares of iShares MSCI ACWI ex U.S. ETF $ACWX
Winthrop Advisory Group LLC lifted its holdings in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 3.5% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 1,431,505... More of this article »
19,995 Shares in Pentair plc $PNR Purchased by Outfitters Financial LLC
Outfitters Financial LLC acquired a new position in Pentair plc (NYSE:PNR – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Critical Comparison: Beeline (NASDAQ:BLNE) and Neostellar Capital (NASDAQ:NSLR)
Neostellar Capital (NASDAQ:NSLR – Get Free Report) and Beeline (NASDAQ:BLNE – Get Free Report) are both small-cap finance companies, but which is the better business? We will compare the two companies based on the strength... More of this article »
Becton, Dickinson and Company (NYSE:BDX) Sets New 12-Month High on Analyst Upgrade
Becton, Dickinson and Company (NYSE:BDX – Get Free Report) shares hit a new 52-week high on Thursday after Zacks Research upgraded the stock from a hold rating to a strong-buy rating. The stock traded as high as $196.70 and last... More of this article »
Sterling Capital Management LLC Sells 15,325 Shares of Marsh & McLennan Companies, Inc. $MRSH
Sterling Capital Management LLC cut its stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) by 8.3% during the third quarter, HoldingsChannel reports. The firm owned 168,280 shares of the financial... More of this article »
Pediatrix Medical Group (NYSE:MD) Hits New 12-Month High – What’s Next?
Pediatrix Medical Group, Inc. (NYSE:MD – Get Free Report) hit a new 52-week high on Thursday. The company traded as high as $28.67 and last traded at $28.58, with a volume of 43,353 shares. The stock had previously closed at... More of this article »
Direxion Daily Semiconductors Bull 3X ETF (NYSEARCA:SOXL) Shares Down 11.6% – What’s Next?
Direxion Daily Semiconductors Bull 3X ETF (NYSEARCA:SOXL – Get Free Report) shares traded down 11.6% during mid-day trading on Thursday. The stock traded as low as $89.35 and last traded at $91.3010. Approximately 35,087,974... More of this article »
Westrock Coffee (NASDAQ:WEST) Stock Jumps 7.9% – Should You Buy?
Westrock Coffee Company (NASDAQ:WEST – Get Free Report)’s stock price traded up 7.9% during trading on Thursday. The company traded as high as $9.79 and last traded at $9.8840. Approximately 47,705 shares changed hands... More of this article »
Hippo (NYSE:HIPO) Reaches New 12-Month High – Should You Buy?
Shares of Hippo Holdings Inc. (NYSE:HIPO – Get Free Report) hit a new 52-week high during mid-day trading on Thursday. The stock traded as high as $39.39 and last traded at $39.1940, with a volume of 44,939 shares trading hands.... More of this article »
IQVIA Holdings Inc. $IQV Stock Sold by Washington Trust Advisors Inc.
Washington Trust Advisors Inc. lowered its holdings in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 3.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Opera Limited Sponsored ADR $OPRA Stock Sold by MLP3 LLC
MLP3 LLC lessened its stake in Opera Limited Sponsored ADR (NASDAQ:OPRA – Free Report) by 72.9% in the third quarter, HoldingsChannel reports. The firm owned 16,551 shares of the company’s stock after selling 44,603 shares... More of this article »
Sepio Capital LP Buys 32,066 Shares of VictoryShares Free Cash Flow Growth ETF $GFLW
Sepio Capital LP bought a new position in shares of VictoryShares Free Cash Flow Growth ETF (NASDAQ:GFLW – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
84,747 JPMorgan U.S. Quality Factor ETF $JQUA Shares Sold by Private Wealth Partners LLC
Private Wealth Partners LLC lessened its stake in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 79.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 22,309 shares... More of this article »
iShares MSCI Emerging Markets ETF $EEM Shares Newly Bought by New Harbor Financial Group LLC
New Harbor Financial Group LLC bought a new stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) during the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 587,801 shares... More of this article »
903,197 Shares in SPDR Portfolio Long Term Treasury ETF $SPTL Bought by New Harbor Financial Group LLC
New Harbor Financial Group LLC acquired a new position in shares of SPDR Portfolio Long Term Treasury ETF (NYSEARCA:SPTL – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with... More of this article »
SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Stock: New Harbor Financial Group LLC Grows Stake
New Harbor Financial Group LLC grew its holdings in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 55.7% during the third quarter, Holdings Channel reports. The firm owned 18,118 shares of the company’s... More of this article »
Super League Stockholders Back 435.9M Share Issuance, Superplanet Rebrand
Stockholders of Super League Enterprise (NASDAQ:SLE) approved a series of proposals at the company’s 2026 annual virtual meeting, including a potential issuance of up to 435.9 million common shares under agreements with Metaplanet... More of this article »
Tharimmune Investor Update Spotlights Canton Network’s Tokenization Push
Canton Strategic Holdings President Mark Toomey said institutional participation in the Canton Network continued to expand during the third quarter as infrastructure providers, asset issuers and market participants prepared for a... More of this article »
Stifel Financial (NYSE:SF) Stock Rating Cut to “Strong Sell” at Zacks Research
Stifel Financial (NYSE:SF – Get Free Report) was downgraded by equities researchers at Zacks Research from a “hold” rating to a “strong sell” rating in a report released on Thursday, Zacks reports. Several... More of this article »
Associated Banc Q3 Earnings Call Highlights
Associated Banc (NYSE:ASB) reported third-quarter results marked by higher net interest income, expanding margin, deposit growth and lower expenses, while management said commercial loan pipelines support its outlook for continued... More of this article »
Rakuten (OTCMKTS:RKUNY) Shares Gap Up – What’s Next?
Rakuten, Inc. (OTCMKTS:RKUNY – Get Free Report) gapped up prior to trading on Thursday. The stock had previously closed at $4.02, but opened at $4.22. Rakuten shares last traded at $4.22, with a volume of 318 shares changing... More of this article »
Manchester Capital Management LLC Acquires New Holdings in iShares Core MSCI EAFE ETF $IEFA
Manchester Capital Management LLC acquired a new stake in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
128,700 Shares in iShares ESG MSCI KLD 400 ETF $DSI Purchased by Manchester Capital Management LLC
Manchester Capital Management LLC acquired a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Investment House LLC Sells 31,230 Shares of The Scotts Miracle-Gro Company $SMG
Investment House LLC trimmed its stake in shares of The Scotts Miracle-Gro Company (NYSE:SMG – Free Report) by 71.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Cadence Design Systems, Inc. $CDNS Position Lowered by James Investment Research Inc.
James Investment Research Inc. reduced its stake in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 16.3% during the third quarter, according to its most recent filing with the SEC. The fund owned 12,874 shares of... More of this article »
2,403 Jabil, Inc. $JBL Shares Sold by James Investment Research Inc.
James Investment Research Inc. reduced its holdings in Jabil, Inc. (NYSE:JBL – Free Report) by 7.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Brookfield Corporation $BN Stock Acquired by Lawson Kroeker Investment Management Inc. NE
Lawson Kroeker Investment Management Inc. NE lifted its position in Brookfield Corporation (NYSE:BN – Free Report) by 12.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
9,812 O’Reilly Automotive, Inc. $ORLY Shares Sold by Inspire Investing LLC
Inspire Investing LLC cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 12.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Legacy Wealth Management LLC Acquires 57,316 Shares of Schwab U.S. Aggregate Bond ETF $SCHZ
Legacy Wealth Management LLC raised its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 123.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Legacy Wealth Management LLC Sells 935,539 Shares of Fidelity Total Bond ETF $FBND
Legacy Wealth Management LLC trimmed its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 17.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
MaxLinear, Inc $MXL Shares Purchased by MBL Wealth LLC
MBL Wealth LLC boosted its holdings in MaxLinear, Inc (NASDAQ:MXL – Free Report) by 311.1% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Kilroy Realty Corporation (NYSE:KRC) Stock Rated “Hold” by Wall Street Brokerages
Shares of Kilroy Realty Corporation (NYSE:KRC – Get Free Report) have received an average rating of “Hold” from the fifteen ratings firms that are covering the company, Marketbeat reports. Two research analysts have... More of this article »
Thermo Fisher Scientific (NYSE:TMO) Stock Dropped to “Hold” by DZ Bank
Thermo Fisher Scientific (NYSE:TMO – Get Free Report) was downgraded by research analysts at DZ Bank from a “strong-buy” rating to a “hold” rating in a research report issued on Friday, Zacks reports. Several... More of this article »