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Image for 1,997 Shares in Wabtec $WAB Acquired by BDFS Capital LLC

1,997 Shares in Wabtec $WAB Acquired by BDFS Capital LLC

BDFS Capital LLC purchased a new position in shares of Wabtec (NYSE:WAB – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for 6,327 Shares in Church & Dwight Co., Inc. $CHD Bought by BDFS Capital LLC

6,327 Shares in Church & Dwight Co., Inc. $CHD Bought by BDFS Capital LLC

BDFS Capital LLC purchased a new stake in Church & Dwight Co., Inc. (NYSE:CHD – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Claris Financial LLC Purchases Shares of 48,489 Simplify Volatility Premium ETF $SVOL

Claris Financial LLC Purchases Shares of 48,489 Simplify Volatility Premium ETF $SVOL

Claris Financial LLC purchased a new stake in Simplify Volatility Premium ETF (NYSEARCA:SVOL – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 48,489 shares of the company’s stock, valued... More of this article »
Image for Compound Planning Inc. Acquires 53,413 Shares of iShares Core Total USD Bond Market ETF $IUSB

Compound Planning Inc. Acquires 53,413 Shares of iShares Core Total USD Bond Market ETF $IUSB

Compound Planning Inc. lifted its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 10.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for 33,516 Shares in Ultra-Short Fixed Income ETF $DUSB Acquired by Claris Financial LLC

33,516 Shares in Ultra-Short Fixed Income ETF $DUSB Acquired by Claris Financial LLC

Claris Financial LLC bought a new position in Ultra-Short Fixed Income ETF (NYSEARCA:DUSB – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Compound Planning Inc. Has $54 Million Stock Holdings in Amazon.com, Inc. $AMZN

Compound Planning Inc. Has $54 Million Stock Holdings in Amazon.com, Inc. $AMZN

Compound Planning Inc. lifted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 31.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 3,029 Shares in Woodward, Inc. $WWD Acquired by First Growth Capital LLC

3,029 Shares in Woodward, Inc. $WWD Acquired by First Growth Capital LLC

First Growth Capital LLC bought a new stake in Woodward, Inc. (NASDAQ:WWD – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for SPDR Blackstone Senior Loan ETF $SRLN Shares Sold by Little Harbor Advisors LLC

SPDR Blackstone Senior Loan ETF $SRLN Shares Sold by Little Harbor Advisors LLC

Little Harbor Advisors LLC lessened its stake in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 9.1% in the fourth quarter, HoldingsChannel reports. The firm owned 126,286 shares of the company’s stock... More of this article »
Image for Head to Head Review: Infleqtion (INFQ) versus Its Peers

Head to Head Review: Infleqtion (INFQ) versus Its Peers

Infleqtion (NYSE:INFQ – Get Free Report) is one of 328 public companies in the “Investment Offices” industry, but how does it weigh in compared to its competitors? We will compare Infleqtion to similar businesses... More of this article »
Image for Financial Comparison: BridgeBio Oncology Therapeutics (BBOT) versus The Competition

Financial Comparison: BridgeBio Oncology Therapeutics (BBOT) versus The Competition

BridgeBio Oncology Therapeutics (NASDAQ:BBOT – Get Free Report) is one of 328 public companies in the “Investment Offices” industry, but how does it weigh in compared to its peers? We will compare BridgeBio Oncology... More of this article »
Image for Mark Hancock Sells 83,066 Shares of PACS Group (NYSE:PACS) Stock

Mark Hancock Sells 83,066 Shares of PACS Group (NYSE:PACS) Stock

PACS Group, Inc. (NYSE:PACS – Get Free Report) insider Mark Hancock sold 83,066 shares of the company’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $35.90, for a total value... More of this article »
Image for Beacon Advisors Holdings LLC Invests $3.30 Million in Vanguard Total International Stock ETF $VXUS

Beacon Advisors Holdings LLC Invests $3.30 Million in Vanguard Total International Stock ETF $VXUS

Beacon Advisors Holdings LLC acquired a new stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Reviewing Oshkosh (NYSE:OSK) and Denso (OTCMKTS:DNZOY)

Reviewing Oshkosh (NYSE:OSK) and Denso (OTCMKTS:DNZOY)

Denso (OTCMKTS:DNZOY – Get Free Report) and Oshkosh (NYSE:OSK – Get Free Report) are both auto/tires/trucks companies, but which is the better business? We will compare the two companies based on the strength of their institutional... More of this article »
Image for Lear Corporation (NYSE:LEA) Given Average Recommendation of “Hold” by Analysts

Lear Corporation (NYSE:LEA) Given Average Recommendation of “Hold” by Analysts

Lear Corporation (NYSE:LEA – Get Free Report) has earned a consensus recommendation of “Hold” from the fifteen brokerages that are presently covering the company, Marketbeat reports. Ten investment analysts have... More of this article »
Image for 11,396 Shares in Goldman Sachs Hedge Industry VIP ETF $GVIP Purchased by Royal Harbor Partners LLC

11,396 Shares in Goldman Sachs Hedge Industry VIP ETF $GVIP Purchased by Royal Harbor Partners LLC

Royal Harbor Partners LLC bought a new stake in Goldman Sachs Hedge Industry VIP ETF (NYSEARCA:GVIP – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Huntington Bancshares (NASDAQ:HBAN) Director Sells $3,878,106.70 in Stock

Huntington Bancshares (NASDAQ:HBAN) Director Sells $3,878,106.70 in Stock

Huntington Bancshares Incorporated (NASDAQ:HBAN – Get Free Report) Director James Rollins III sold 223,522 shares of the firm’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $17.35,... More of this article »
Image for Analysts Set Immunocore Holdings PLC Sponsored ADR (NASDAQ:IMCR) Target Price at $56.71

Analysts Set Immunocore Holdings PLC Sponsored ADR (NASDAQ:IMCR) Target Price at $56.71

Immunocore Holdings PLC Sponsored ADR (NASDAQ:IMCR – Get Free Report) has been given a consensus recommendation of “Moderate Buy” by the nine brokerages that are presently covering the firm, Marketbeat reports. One... More of this article »
Image for Dimensional U.S. Equity ETF $DFUS is Royal Harbor Partners LLC’s 5th Largest Position

Dimensional U.S. Equity ETF $DFUS is Royal Harbor Partners LLC’s 5th Largest Position

Royal Harbor Partners LLC grew its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 2.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Plotkin Financial Advisors LLC Boosts Holdings in ProShares Ultra S&P500 $SSO

Plotkin Financial Advisors LLC Boosts Holdings in ProShares Ultra S&P500 $SSO

Plotkin Financial Advisors LLC raised its holdings in ProShares Ultra S&P500 (NYSEARCA:SSO – Free Report) by 97.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 58,686 shares of the real... More of this article »
Image for 10,399 Shares in iShares Russell 1000 Value ETF $IWD Bought by Beacon Advisors Holdings LLC

10,399 Shares in iShares Russell 1000 Value ETF $IWD Bought by Beacon Advisors Holdings LLC

Beacon Advisors Holdings LLC bought a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the fourth quarter, HoldingsChannel reports. The fund bought 10,399 shares of the exchange traded fund’s... More of this article »
Image for Jacobs Equity LLC Invests $834,000 in Vanguard Global ex-U.S. Real Estate ETF $VNQI

Jacobs Equity LLC Invests $834,000 in Vanguard Global ex-U.S. Real Estate ETF $VNQI

Jacobs Equity LLC acquired a new stake in shares of Vanguard Global ex-U.S. Real Estate ETF (NASDAQ:VNQI – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 18,200 shares of the company’s... More of this article »
Image for Jacobs Equity LLC Takes Position in Fidelity MSCI Financials Index ETF $FNCL

Jacobs Equity LLC Takes Position in Fidelity MSCI Financials Index ETF $FNCL

Jacobs Equity LLC acquired a new position in Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired... More of this article »
Image for Jacobs Equity LLC Acquires New Shares in Vanguard Energy ETF $VDE

Jacobs Equity LLC Acquires New Shares in Vanguard Energy ETF $VDE

Jacobs Equity LLC bought a new stake in shares of Vanguard Energy ETF (NYSEARCA:VDE – Free Report) during the 4th quarter, HoldingsChannel reports. The firm bought 5,140 shares of the company’s stock, valued at approximately... More of this article »
Image for Lexington Hill Partners LLC Acquires New Position in iShares MSCI Emerging Markets ETF $EEM

Lexington Hill Partners LLC Acquires New Position in iShares MSCI Emerging Markets ETF $EEM

Lexington Hill Partners LLC acquired a new stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Lexington Hill Partners LLC Makes New $3.28 Million Investment in iShares MSCI USA Min Vol Factor ETF $USMV

Lexington Hill Partners LLC Makes New $3.28 Million Investment in iShares MSCI USA Min Vol Factor ETF $USMV

Lexington Hill Partners LLC purchased a new position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 34,820 shares... More of this article »
Image for Jacobs Equity LLC Makes New $510,000 Investment in Sirius XM Holdings Inc. $SIRI

Jacobs Equity LLC Makes New $510,000 Investment in Sirius XM Holdings Inc. $SIRI

Jacobs Equity LLC acquired a new stake in Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Jacobs Equity LLC Invests $1.19 Million in Vanguard Consumer Discretionary ETF $VCR

Jacobs Equity LLC Invests $1.19 Million in Vanguard Consumer Discretionary ETF $VCR

Jacobs Equity LLC purchased a new position in Vanguard Consumer Discretionary ETF (NYSEARCA:VCR – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund purchased 3,017 shares of the company’s stock,... More of this article »
Image for Jacobs Equity LLC Acquires Shares of 16,777 Fidelity MSCI Communication Services Index ETF $FCOM

Jacobs Equity LLC Acquires Shares of 16,777 Fidelity MSCI Communication Services Index ETF $FCOM

Jacobs Equity LLC bought a new position in shares of Fidelity MSCI Communication Services Index ETF (NYSEARCA:FCOM – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Jacobs Equity LLC Takes Position in SPDR Portfolio Europe ETF $SPEU

Jacobs Equity LLC Takes Position in SPDR Portfolio Europe ETF $SPEU

Jacobs Equity LLC acquired a new stake in SPDR Portfolio Europe ETF (NYSEARCA:SPEU – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired... More of this article »
Image for Zurich Insurance Group (OTCMKTS:ZFSVF) Stock Price Crosses Below 50-Day Moving Average   – Time to Sell?

Zurich Insurance Group (OTCMKTS:ZFSVF) Stock Price Crosses Below 50-Day Moving Average – Time to Sell?

Zurich Insurance Group AG (OTCMKTS:ZFSVF – Get Free Report)’s stock price crossed below its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of $703.61 and traded as low as $688.50.... More of this article »
Image for Frankly (CVE:TLK) Shares Cross Above Fifty Day Moving Average   – Time to Sell?

Frankly (CVE:TLK) Shares Cross Above Fifty Day Moving Average – Time to Sell?

Frankly Inc. (CVE:TLK – Get Free Report) shares passed above its 50-day moving average during trading on Thursday . The stock has a 50-day moving average of C$0.44 and traded as high as C$0.44. Frankly shares last traded at C$0.44,... More of this article »
Image for London Stock Exchange Group (OTCMKTS:LDNXF) Shares Pass Below Fifty Day Moving Average   – Here’s What Happened

London Stock Exchange Group (OTCMKTS:LDNXF) Shares Pass Below Fifty Day Moving Average – Here’s What Happened

London Stock Exchange Group plc (OTCMKTS:LDNXF – Get Free Report) shares passed below its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of $124.80 and traded as low as $108.70. London... More of this article »
Image for Great Thunder Gold (CVE:GTG) Stock Price Passes Above 50 Day Moving Average   – Here’s What Happened

Great Thunder Gold (CVE:GTG) Stock Price Passes Above 50 Day Moving Average – Here’s What Happened

Shares of Great Thunder Gold Corp (CVE:GTG – Get Free Report) crossed above its 50-day moving average during trading on Thursday . The stock has a 50-day moving average of C$0.48 and traded as high as C$0.48. Great Thunder Gold... More of this article »
Image for Greatland Resources (LON:GGP) Shares Cross Above 50-Day Moving Average   – Here’s Why

Greatland Resources (LON:GGP) Shares Cross Above 50-Day Moving Average – Here’s Why

Greatland Resources Ltd (LON:GGP – Get Free Report)’s share price crossed above its fifty day moving average during trading on Thursday . The stock has a fifty day moving average of GBX 729.95 and traded as high as GBX... More of this article »
Image for Fairfax Financial (TSE:FFH) Stock Passes Below 50-Day Moving Average   – Here’s What Happened

Fairfax Financial (TSE:FFH) Stock Passes Below 50-Day Moving Average – Here’s What Happened

Fairfax Financial Holdings Limited (TSE:FFH – Get Free Report) shares passed below its 50-day moving average during trading on Thursday . The stock has a 50-day moving average of C$2,286.08 and traded as low as C$2,256.11. Fairfax... More of this article »
Image for Evans Bancorp (NYSEAMERICAN:EVBN) Share Price Passes Below Fifty Day Moving Average   – Here’s Why

Evans Bancorp (NYSEAMERICAN:EVBN) Share Price Passes Below Fifty Day Moving Average – Here’s Why

Shares of Evans Bancorp, Inc. (NYSEAMERICAN:EVBN – Get Free Report) passed below its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of $39.49 and traded as low as $39.10. Evans Bancorp... More of this article »
Image for Calamos Dynamic Convertible and Income Fund (NASDAQ:CCD) Share Price Crosses Above 50-Day Moving Average   – Here’s Why

Calamos Dynamic Convertible and Income Fund (NASDAQ:CCD) Share Price Crosses Above 50-Day Moving Average – Here’s Why

Calamos Dynamic Convertible and Income Fund (NASDAQ:CCD – Get Free Report) shares crossed above its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of $24.54 and traded as high as $25.80.... More of this article »
Image for Newcrest Mining (OTCMKTS:NCMGY) Share Price Passes Below 50 Day Moving Average   – Time to Sell?

Newcrest Mining (OTCMKTS:NCMGY) Share Price Passes Below 50 Day Moving Average – Time to Sell?

Newcrest Mining Limited (OTCMKTS:NCMGY – Get Free Report)’s share price passed below its 50-day moving average during trading on Thursday . The stock has a 50-day moving average of $15.59 and traded as low as $15.38. Newcrest... More of this article »
Image for Zenith Energy (LON:ZEN) Stock Crosses Below 50-Day Moving Average   – Here’s Why

Zenith Energy (LON:ZEN) Stock Crosses Below 50-Day Moving Average – Here’s Why

Zenith Energy Ltd. (LON:ZEN – Get Free Report) passed below its fifty day moving average during trading on Thursday . The stock has a fifty day moving average of GBX 6.58 and traded as low as GBX 4.90. Zenith Energy shares last... More of this article »
Image for 4,279 Shares in iShares ESG MSCI KLD 400 ETF $DSI Purchased by Birchwood Financial Partners Inc.

4,279 Shares in iShares ESG MSCI KLD 400 ETF $DSI Purchased by Birchwood Financial Partners Inc.

Birchwood Financial Partners Inc. bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for First Growth Capital LLC Acquires Shares of 31,944 iMGP DBi Managed Futures Strategy ETF $DBMF

First Growth Capital LLC Acquires Shares of 31,944 iMGP DBi Managed Futures Strategy ETF $DBMF

First Growth Capital LLC acquired a new position in shares of iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired... More of this article »
Image for 28,733 Shares in JPMorgan Diversified Return Emerging Markets Equity ETF $JPEM Acquired by Birchwood Financial Partners Inc.

28,733 Shares in JPMorgan Diversified Return Emerging Markets Equity ETF $JPEM Acquired by Birchwood Financial Partners Inc.

Birchwood Financial Partners Inc. bought a new position in shares of JPMorgan Diversified Return Emerging Markets Equity ETF (NYSEARCA:JPEM – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor... More of this article »
Image for Birchwood Financial Partners Inc. Invests $671,000 in Wells Fargo & Company $WFC

Birchwood Financial Partners Inc. Invests $671,000 in Wells Fargo & Company $WFC

Birchwood Financial Partners Inc. purchased a new position in shares of Wells Fargo & Company (NYSE:WFC) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 47,135 Shares in Schwab US Dividend Equity ETF $SCHD Purchased by Birchwood Financial Partners Inc.

47,135 Shares in Schwab US Dividend Equity ETF $SCHD Purchased by Birchwood Financial Partners Inc.

Birchwood Financial Partners Inc. purchased a new stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Corient Private Wealth LLC Cuts Holdings in Stryker Corporation $SYK

Corient Private Wealth LLC Cuts Holdings in Stryker Corporation $SYK

Corient Private Wealth LLC lowered its position in Stryker Corporation (NYSE:SYK – Free Report) by 14.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 811,526 shares... More of this article »
Image for Corient Private Wealth LLC Raises Stake in iShares MSCI USA Momentum Factor ETF $MTUM

Corient Private Wealth LLC Raises Stake in iShares MSCI USA Momentum Factor ETF $MTUM

Corient Private Wealth LLC increased its holdings in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 185.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 2,048,917... More of this article »
Image for Corient Private Wealth LLC Boosts Stake in Starbucks Corporation $SBUX

Corient Private Wealth LLC Boosts Stake in Starbucks Corporation $SBUX

Corient Private Wealth LLC boosted its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 3.5% in the 4th quarter, Holdings Channel reports. The firm owned 2,903,047 shares of the coffee company’s stock after... More of this article »
Image for Corient Private Wealth LLC Raises Holdings in Intuitive Surgical, Inc. $ISRG

Corient Private Wealth LLC Raises Holdings in Intuitive Surgical, Inc. $ISRG

Corient Private Wealth LLC increased its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 62.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 521,442 shares of the medical... More of this article »
Image for Corient Private Wealth LLC Has $1.05 Billion Stake in GE Vernova Inc. $GEV

Corient Private Wealth LLC Has $1.05 Billion Stake in GE Vernova Inc. $GEV

Corient Private Wealth LLC grew its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 2,802.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for CrossGen Wealth LLC Acquires Shares of 12,241 The TJX Companies, Inc. $TJX

CrossGen Wealth LLC Acquires Shares of 12,241 The TJX Companies, Inc. $TJX

CrossGen Wealth LLC bought a new position in The TJX Companies, Inc. (NYSE:TJX – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 12,241 shares of the apparel and home fashions retailer’s... More of this article »