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Flagship Wealth Advisors LLC Decreases Position in Invesco S&P MidCap Momentum ETF $XMMO
Flagship Wealth Advisors LLC lowered its position in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 26.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
VanEck Semiconductor ETF $SMH Shares Sold by Flagship Wealth Advisors LLC
Flagship Wealth Advisors LLC lessened its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 39.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Foguth Wealth Management LLC. Trims Stake in SPDR Portfolio S&P 600 Small Cap ETF $SPSM
Foguth Wealth Management LLC. lessened its holdings in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) by 33.7% during the 1st quarter, according to its most recent filing with the Securities... More of this article »
Invesco NASDAQ 100 ETF $QQQM Shares Sold by Foguth Wealth Management LLC.
Foguth Wealth Management LLC. lessened its stake in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 34.6% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Financial Solutions Advisory Group Inc. Invests $1.32 Million in Schwab Emerging Markets Equity ETF $SCHE
Financial Solutions Advisory Group Inc. bought a new position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Financial Solutions Advisory Group Inc. Invests $825,000 in Constellation Brands Inc $STZ
Financial Solutions Advisory Group Inc. bought a new position in shares of Constellation Brands Inc (NYSE:STZ – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund bought... More of this article »
Invesco S&P 500 Momentum ETF $SPMO is Concorde Asset Management LLC’s 3rd Largest Position
Concorde Asset Management LLC trimmed its stake in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 33.4% during the first quarter, according to the company in its most recent 13F filing with the... More of this article »
Financial Solutions Advisory Group Inc. Makes New Investment in RTX Corporation $RTX
Financial Solutions Advisory Group Inc. bought a new position in shares of RTX Corporation (NYSE:RTX – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
33,961 Shares in Invesco S&P 500 High Dividend Low Volatility ETF $SPHD Purchased by Financial Solutions Advisory Group Inc.
Financial Solutions Advisory Group Inc. bought a new stake in Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD – Free Report) in the first quarter, according to the company in its most recent filing with... More of this article »
Financial Solutions Advisory Group Inc. Purchases New Stake in Novo Nordisk A/S $NVO
Financial Solutions Advisory Group Inc. acquired a new position in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Financial Solutions Advisory Group Inc. Acquires Shares of 43,160 Broadcom Inc. $AVGO
Financial Solutions Advisory Group Inc. acquired a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Financial Solutions Advisory Group Inc. Acquires New Shares in Schwab US Broad Market ETF $SCHB
Financial Solutions Advisory Group Inc. bought a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Cozad Asset Management Inc. Has $24.37 Million Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Cozad Asset Management Inc. lowered its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 2.5% in the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Clifton Pemble Sells 4,029 Shares of Garmin (NYSE:GRMN) Stock
Garmin Ltd. (NYSE:GRMN – Get Free Report) CEO Clifton Pemble sold 4,029 shares of the business’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $300.00, for a total transaction... More of this article »
Edgestream Partners L.P. Invests $3.59 Million in The Bancorp, Inc. $TBBK
Edgestream Partners L.P. purchased a new stake in shares of The Bancorp, Inc. (NASDAQ:TBBK – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Edgestream Partners L.P. Has $3.27 Million Holdings in Amdocs Limited $DOX
Edgestream Partners L.P. increased its position in shares of Amdocs Limited (NASDAQ:DOX – Free Report) by 243.4% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Edgestream Partners L.P. Buys 12,816 Shares of Xcel Energy Inc. $XEL
Edgestream Partners L.P. lifted its stake in Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 55.9% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 35,745 shares... More of this article »
Edgestream Partners L.P. Sells 40,158 Shares of Archrock, Inc. $AROC
Edgestream Partners L.P. lowered its holdings in shares of Archrock, Inc. (NYSE:AROC – Free Report) by 28.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Dyne Therapeutics (NASDAQ:DYN) Downgraded by Wall Street Zen to Strong Sell
Wall Street Zen lowered shares of Dyne Therapeutics (NASDAQ:DYN – Free Report) from a sell rating to a strong sell rating in a research note published on Saturday morning. A number of other brokerages have also recently issued... More of this article »
Innventure (NASDAQ:INV) Rating Increased to Hold at Wall Street Zen
Wall Street Zen upgraded shares of Innventure (NASDAQ:INV – Free Report) from a sell rating to a hold rating in a report published on Saturday morning. Separately, Weiss Ratings upgraded shares of Innventure from a “sell... More of this article »
LQR House (NASDAQ:YHC) Upgraded by Wall Street Zen to Sell Rating
Wall Street Zen upgraded shares of LQR House (NASDAQ:YHC – Free Report) to a sell rating in a research note released on Saturday morning. Separately, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of LQR... More of this article »
Better Home & Finance (NASDAQ:BETR) Downgraded to Strong Sell Rating by Wall Street Zen
Wall Street Zen cut shares of Better Home & Finance (NASDAQ:BETR – Free Report) from a sell rating to a strong sell rating in a report issued on Saturday morning. Other analysts have also issued reports about the stock.... More of this article »
Cozad Asset Management Inc. Lowers Position in AppLovin Corporation $APP
Cozad Asset Management Inc. cut its stake in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 7.4% during the 1st quarter, Holdings Channel.com reports. The fund owned 37,270 shares of the company’s stock after... More of this article »
Edgestream Partners L.P. Decreases Stake in Park National Co. $PRK
Edgestream Partners L.P. reduced its stake in Park National Co. (NYSE:PRK – Free Report) by 23.6% during the first quarter, Holdings Channel.com reports. The firm owned 16,932 shares of the company’s stock after selling... More of this article »
California State Teachers Retirement System Reduces Position in Echostar CORP $ECHO
California State Teachers Retirement System lessened its holdings in shares of Echostar CORP (NASDAQ:ECHO – Free Report) by 3.1% in the 1st quarter, Holdings Channel reports. The institutional investor owned 206,835 shares... More of this article »
Donaldson (NYSE:DCI) Downgraded by Wall Street Zen to “Hold”
Wall Street Zen lowered shares of Donaldson (NYSE:DCI – Free Report) from a buy rating to a hold rating in a research note issued to investors on Saturday morning. Other analysts also recently issued research reports about the... More of this article »
Claros Mortgage Trust (NYSE:CMTG) Lowered to “Strong Sell” Rating by Wall Street Zen
Wall Street Zen downgraded shares of Claros Mortgage Trust (NYSE:CMTG – Free Report) from a hold rating to a strong sell rating in a report released on Saturday morning. A number of other analysts also recently issued reports... More of this article »
TechnipFMC (NYSE:FTI) Downgraded by Wall Street Zen to Hold
Wall Street Zen lowered shares of TechnipFMC (NYSE:FTI – Free Report) from a buy rating to a hold rating in a report issued on Saturday. A number of other research firms have also recently weighed in on FTI. Susquehanna cut their... More of this article »
Essex Property Trust (NYSE:ESS) Downgraded to “Sell” Rating by Wall Street Zen
Wall Street Zen lowered shares of Essex Property Trust (NYSE:ESS – Free Report) from a hold rating to a sell rating in a research report released on Saturday. Several other equities research analysts have also commented on ESS.... More of this article »
Head to Head Survey: MercadoLibre (NASDAQ:MELI) and Bed Bath & Beyond (NYSE:BBBY)
MercadoLibre (NASDAQ:MELI – Get Free Report) and Bed Bath & Beyond (NYSE:BBBY – Get Free Report) are both consumer discretionary companies, but which is the better investment? We will compare the two companies based... More of this article »
Centaurus Financial Inc. Increases Stock Position in Teradyne, Inc. $TER
Centaurus Financial Inc. raised its stake in Teradyne, Inc. (NASDAQ:TER – Free Report) by 249.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Bull Harbor Capital LLC Invests $253,000 in Hewlett Packard Enterprise Company $HPE
Bull Harbor Capital LLC bought a new position in shares of Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Asure Software (NASDAQ:ASUR) Lowered to “Hold” Rating by Wall Street Zen
Wall Street Zen cut shares of Asure Software (NASDAQ:ASUR – Free Report) from a buy rating to a hold rating in a research note published on Saturday morning. ASUR has been the topic of several other research reports. Weiss Ratings... More of this article »
Clarivate (NYSE:CLVT) Downgraded by Wall Street Zen to “Hold”
Wall Street Zen downgraded shares of Clarivate (NYSE:CLVT – Free Report) from a buy rating to a hold rating in a research note issued to investors on Saturday morning. A number of other equities analysts also recently issued... More of this article »
Alerus Financial (NASDAQ:ALRS) Downgraded to Hold Rating by Wall Street Zen
Wall Street Zen cut shares of Alerus Financial (NASDAQ:ALRS – Free Report) from a buy rating to a hold rating in a research note released on Saturday. A number of other analysts have also weighed in on ALRS. DA Davidson set... More of this article »
Cetera Investment Advisers Boosts Stock Holdings in iShares Future AI & Tech ETF $ARTY
Cetera Investment Advisers raised its stake in iShares Future AI & Tech ETF (NYSEARCA:ARTY – Free Report) by 8.7% during the first quarter, Holdings Channel reports. The firm owned 157,217 shares of the company’s... More of this article »
TripAdvisor, Inc. $TRIP Shares Purchased by Empowered Funds LLC
Empowered Funds LLC grew its stake in shares of TripAdvisor, Inc. (NASDAQ:TRIP – Free Report) by 279.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Edgestream Partners L.P. Trims Stock Holdings in Altria Group, Inc. $MO
Edgestream Partners L.P. lowered its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 60.0% during the 1st quarter, Holdings Channel reports. The institutional investor owned 55,135 shares of the company’s stock... More of this article »
Edgestream Partners L.P. Boosts Position in Crown Holdings, Inc. $CCK
Edgestream Partners L.P. boosted its stake in shares of Crown Holdings, Inc. (NYSE:CCK – Free Report) by 187.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Edgestream Partners L.P. Takes $2.87 Million Position in Tetra Technologies, Inc. $TTI
Edgestream Partners L.P. bought a new stake in Tetra Technologies, Inc. (NYSE:TTI – Free Report) in the first quarter, HoldingsChannel.com reports. The fund bought 337,268 shares of the oil and gas company’s stock, valued... More of this article »
14,698 Shares in Lowe’s Companies, Inc. $LOW Bought by Edgestream Partners L.P.
Edgestream Partners L.P. acquired a new stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the first quarter, HoldingsChannel.com reports. The firm acquired 14,698 shares of the home improvement retailer’s... More of this article »
Stag Industrial, Inc. $STAG Shares Sold by Edgestream Partners L.P.
Edgestream Partners L.P. reduced its position in Stag Industrial, Inc. (NYSE:STAG – Free Report) by 43.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Wolverine World Wide (NYSE:WWW) Lowered to “Hold” Rating by Wall Street Zen
Wall Street Zen downgraded shares of Wolverine World Wide (NYSE:WWW – Free Report) from a buy rating to a hold rating in a research report released on Saturday. Other analysts also recently issued reports about the company. Weiss... More of this article »
TELUS (NYSE:TU) Downgraded to “Sell” Rating by Wall Street Zen
Wall Street Zen lowered shares of TELUS (NYSE:TU – Free Report) (TSE:T) from a hold rating to a sell rating in a research note issued to investors on Saturday. Other equities analysts have also recently issued research reports... More of this article »
California State Teachers Retirement System Buys 32,400 Shares of Akamai Technologies, Inc. $AKAM
California State Teachers Retirement System lifted its stake in shares of Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) by 23.9% during the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
California State Teachers Retirement System Has $23.41 Million Stock Holdings in TransUnion $TRU
California State Teachers Retirement System trimmed its position in shares of TransUnion (NYSE:TRU – Free Report) by 2.7% during the first quarter, HoldingsChannel reports. The firm owned 338,280 shares of the business services... More of this article »
California State Teachers Retirement System Lowers Position in Global Payments Inc. $GPN
California State Teachers Retirement System cut its position in shares of Global Payments Inc. (NYSE:GPN – Free Report) by 3.2% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Empowered Funds LLC Raises Holdings in KKR & Co. Inc. $KKR
Empowered Funds LLC increased its stake in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 95.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »