Home » Author Archive

Image for Astrana Health, Inc. $ASTH Shares Sold by SteelPeak Wealth LLC

Astrana Health, Inc. $ASTH Shares Sold by SteelPeak Wealth LLC

SteelPeak Wealth LLC reduced its stake in shares of Astrana Health, Inc. (NASDAQ:ASTH – Free Report) by 3.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Image for JPMorgan Ultra-Short Income ETF $JPST Shares Sold by Frisch Financial Group Inc.

JPMorgan Ultra-Short Income ETF $JPST Shares Sold by Frisch Financial Group Inc.

Frisch Financial Group Inc. reduced its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 37.6% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Pittenger & Anderson Inc. Boosts Holdings in ExxonMobil Corporation $XOM

Pittenger & Anderson Inc. Boosts Holdings in ExxonMobil Corporation $XOM

Pittenger & Anderson Inc. boosted its holdings in ExxonMobil Corporation (NYSE:XOM – Free Report) by 19.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Sofi Wealth LLC Sells 150,106 Shares of iShares MSCI EAFE Growth ETF $EFG

Sofi Wealth LLC Sells 150,106 Shares of iShares MSCI EAFE Growth ETF $EFG

Sofi Wealth LLC cut its holdings in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 28.4% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for SteelPeak Wealth LLC Decreases Position in iShares S&P 500 Value ETF $IVE

SteelPeak Wealth LLC Decreases Position in iShares S&P 500 Value ETF $IVE

SteelPeak Wealth LLC decreased its holdings in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 19.1% in the 1st quarter, HoldingsChannel.com reports. The fund owned 165,861 shares of the company’s stock... More of this article »
Image for SPDR Portfolio Intermediate Term Treasury ETF $SPTI is Frisch Financial Group Inc.’s 3rd Largest Position

SPDR Portfolio Intermediate Term Treasury ETF $SPTI is Frisch Financial Group Inc.’s 3rd Largest Position

Frisch Financial Group Inc. lifted its position in shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 236.0% during the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Wealthfront Advisers LLC Increases Stock Holdings in Automatic Data Processing, Inc. $ADP

Wealthfront Advisers LLC Increases Stock Holdings in Automatic Data Processing, Inc. $ADP

Wealthfront Advisers LLC boosted its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 25.8% in the first quarter, Holdings Channel reports. The fund owned 68,727 shares of the business services provider’s... More of this article »
Image for Wealthfront Advisers LLC Has $12.96 Million Stock Position in Target Corporation $TGT

Wealthfront Advisers LLC Has $12.96 Million Stock Position in Target Corporation $TGT

Wealthfront Advisers LLC boosted its holdings in Target Corporation (NYSE:TGT – Free Report) by 52.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 106,893 shares of the retailer’s... More of this article »
Image for Lightrock Netherlands B.V. Acquires 160,915 Shares of RenaissanceRe Holdings Ltd. $RNR

Lightrock Netherlands B.V. Acquires 160,915 Shares of RenaissanceRe Holdings Ltd. $RNR

Lightrock Netherlands B.V. increased its holdings in shares of RenaissanceRe Holdings Ltd. (NYSE:RNR – Free Report) by 15.8% in the 1st quarter, HoldingsChannel.com reports. The firm owned 1,178,423 shares of the insurance provider’s... More of this article »
Image for Block (NYSE:XYZ) Upgraded to Strong-Buy at Citigroup

Block (NYSE:XYZ) Upgraded to Strong-Buy at Citigroup

Citigroup upgraded shares of Block (NYSE:XYZ – Free Report) from a strong sell rating to a strong-buy rating in a report issued on Thursday morning,Zacks.com reports. A number of other research analysts also recently issued reports... More of this article »
Image for Rambus (NASDAQ:RMBS) Rating Increased to Strong-Buy at Benchmark

Rambus (NASDAQ:RMBS) Rating Increased to Strong-Buy at Benchmark

Benchmark upgraded shares of Rambus (NASDAQ:RMBS – Free Report) to a strong-buy rating in a research note released on Wednesday,Zacks.com reports. A number of other brokerages have also weighed in on RMBS. Jefferies Financial... More of this article »
Image for Financiere des Professionnels Fonds d investissement inc. Lowers Stake in Pfizer Inc. $PFE

Financiere des Professionnels Fonds d investissement inc. Lowers Stake in Pfizer Inc. $PFE

Financiere des Professionnels Fonds d investissement inc. lessened its position in Pfizer Inc. (NYSE:PFE – Free Report) by 56.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for 4,979 Shares in Marathon Petroleum Corporation $MPC Acquired by Gallacher Capital Management LLC

4,979 Shares in Marathon Petroleum Corporation $MPC Acquired by Gallacher Capital Management LLC

Gallacher Capital Management LLC acquired a new position in Marathon Petroleum Corporation (NYSE:MPC – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for 14,284 Shares in Las Vegas Sands Corp. $LVS Bought by Gallacher Capital Management LLC

14,284 Shares in Las Vegas Sands Corp. $LVS Bought by Gallacher Capital Management LLC

Gallacher Capital Management LLC purchased a new stake in Las Vegas Sands Corp. (NYSE:LVS – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The institutional investor purchased 14,284 shares... More of this article »
Image for iShares 0-5 Year TIPS Bond ETF $STIP Shares Bought by Gould Asset Management LLC CA

iShares 0-5 Year TIPS Bond ETF $STIP Shares Bought by Gould Asset Management LLC CA

Gould Asset Management LLC CA lifted its stake in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 15.3% in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Gallacher Capital Management LLC Acquires New Holdings in APA Corporation $APA

Gallacher Capital Management LLC Acquires New Holdings in APA Corporation $APA

Gallacher Capital Management LLC bought a new position in shares of APA Corporation (NASDAQ:APA – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Tractor Supply Company $TSCO Shares Sold by Illinois Municipal Retirement Fund

Tractor Supply Company $TSCO Shares Sold by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund trimmed its stake in Tractor Supply Company (NASDAQ:TSCO – Free Report) by 29.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 194,022... More of this article »
Image for Maryland State Retirement & Pension System Buys New Stake in RingCentral, Inc. $RNG

Maryland State Retirement & Pension System Buys New Stake in RingCentral, Inc. $RNG

Maryland State Retirement & Pension System bought a new stake in RingCentral, Inc. (NYSE:RNG – Free Report) in the 1st quarter, HoldingsChannel reports. The fund bought 15,705 shares of the software maker’s stock,... More of this article »
Image for One Day In July LLC Increases Stake in SPDR Portfolio S&P 600 Small Cap ETF $SPSM

One Day In July LLC Increases Stake in SPDR Portfolio S&P 600 Small Cap ETF $SPSM

One Day In July LLC raised its stake in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) by 8.5% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 737,202 shares... More of this article »
Image for Illinois Municipal Retirement Fund Has $11.09 Million Holdings in Kenvue Inc. $KVUE

Illinois Municipal Retirement Fund Has $11.09 Million Holdings in Kenvue Inc. $KVUE

Illinois Municipal Retirement Fund raised its holdings in Kenvue Inc. (NYSE:KVUE – Free Report) by 12.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Illinois Municipal Retirement Fund Buys 5,614 Shares of RTX Corporation $RTX

Illinois Municipal Retirement Fund Buys 5,614 Shares of RTX Corporation $RTX

Illinois Municipal Retirement Fund raised its stake in RTX Corporation (NYSE:RTX – Free Report) by 9.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for iShares ESG Aware MSCI USA ETF $ESGU Shares Acquired by Sofi Wealth LLC

iShares ESG Aware MSCI USA ETF $ESGU Shares Acquired by Sofi Wealth LLC

Sofi Wealth LLC raised its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 24.5% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Gerald Baker Financial Group LLC Buys Shares of 10,878 iShares 20+ Year Treasury Bond ETF $TLT

Gerald Baker Financial Group LLC Buys Shares of 10,878 iShares 20+ Year Treasury Bond ETF $TLT

Gerald Baker Financial Group LLC bought a new position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Gerald Baker Financial Group LLC Makes New Investment in The Kroger Co. $KR

Gerald Baker Financial Group LLC Makes New Investment in The Kroger Co. $KR

Gerald Baker Financial Group LLC purchased a new stake in shares of The Kroger Co. (NYSE:KR – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Gerald Baker Financial Group LLC Acquires New Holdings in SPDR Gold Shares $GLD

Gerald Baker Financial Group LLC Acquires New Holdings in SPDR Gold Shares $GLD

Gerald Baker Financial Group LLC bought a new position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for C WorldWide Group Holding A S Raises Stock Position in Insulet Corporation $PODD

C WorldWide Group Holding A S Raises Stock Position in Insulet Corporation $PODD

C WorldWide Group Holding A S lifted its holdings in Insulet Corporation (NASDAQ:PODD – Free Report) by 17.7% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for C WorldWide Group Holding A S Has $12.30 Million Stake in Ferguson plc $FERG

C WorldWide Group Holding A S Has $12.30 Million Stake in Ferguson plc $FERG

C WorldWide Group Holding A S lessened its position in Ferguson plc (NYSE:FERG – Free Report) by 59.4% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 52,738 shares... More of this article »
Image for Frisch Financial Group Inc. Buys New Stake in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Frisch Financial Group Inc. Buys New Stake in Schwab Intermediate-Term U.S. Treasury ETF $SCHR

Frisch Financial Group Inc. bought a new stake in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) during the first quarter, HoldingsChannel reports. The institutional investor bought 36,798 shares of... More of this article »
Image for Journey Advisory Group LLC Sells 80,598 Shares of iShares MSCI Intl Quality Factor ETF $IQLT

Journey Advisory Group LLC Sells 80,598 Shares of iShares MSCI Intl Quality Factor ETF $IQLT

Journey Advisory Group LLC decreased its position in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 85.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Sigma Planning Corp Decreases Position in Vanguard Utilities ETF $VPU

Sigma Planning Corp Decreases Position in Vanguard Utilities ETF $VPU

Sigma Planning Corp decreased its holdings in Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 65.8% in the 1st quarter, HoldingsChannel.com reports. The fund owned 9,835 shares of the company’s stock after selling... More of this article »
Image for Graham Corporation (NYSE:GHM) Given Average Rating of “Hold” by Analysts

Graham Corporation (NYSE:GHM) Given Average Rating of “Hold” by Analysts

Graham Corporation (NYSE:GHM – Get Free Report) has been given an average rating of “Hold” by the five brokerages that are currently covering the stock, Marketbeat reports. Three equities research analysts have rated... More of this article »
Image for Thayer Partners LLC MA Increases Position in Vanguard S&P 500 ETF $VOO

Thayer Partners LLC MA Increases Position in Vanguard S&P 500 ETF $VOO

Thayer Partners LLC MA increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 5.1% in the 1st quarter, HoldingsChannel reports. The firm owned 62,595 shares of the company’s stock... More of this article »
Image for Expro Group (NYSE:XPRO) Stock Rating Upgraded by Zacks Research

Expro Group (NYSE:XPRO) Stock Rating Upgraded by Zacks Research

Expro Group (NYSE:XPRO – Get Free Report) was upgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a report issued on Wednesday,Zacks.com reports. Several... More of this article »
Image for Brokerages Set Gambling.com Group Limited (NASDAQ:GAMB) PT at $7.38

Brokerages Set Gambling.com Group Limited (NASDAQ:GAMB) PT at $7.38

Shares of Gambling.com Group Limited (NASDAQ:GAMB – Get Free Report) have received a consensus rating of “Hold” from the nine analysts that are presently covering the company, Marketbeat Ratings reports. Two investment... More of this article »
Image for iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Cut by Prosperity Consulting Group LLC

iShares Core U.S. Aggregate Bond ETF $AGG Stock Holdings Cut by Prosperity Consulting Group LLC

Prosperity Consulting Group LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.6% during the 1st quarter, Holdings Channel reports. The firm owned 374,806 shares of the company’s... More of this article »
Image for iShares Russell Top 200 Growth ETF $IWY Position Increased by Prosperity Consulting Group LLC

iShares Russell Top 200 Growth ETF $IWY Position Increased by Prosperity Consulting Group LLC

Prosperity Consulting Group LLC raised its stake in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 45.6% during the first quarter, HoldingsChannel reports. The firm owned 292,068 shares of the company’s... More of this article »
Image for Helium Advisors LLC Sells 10,159 Shares of Goldman Sachs Access Treasury 0-1 Year ETF $GBIL

Helium Advisors LLC Sells 10,159 Shares of Goldman Sachs Access Treasury 0-1 Year ETF $GBIL

Helium Advisors LLC cut its stake in Goldman Sachs Access Treasury 0-1 Year ETF (NYSEARCA:GBIL – Free Report) by 20.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Quartz Partners LLC Grows Position in Gen Digital Inc. $GEN

Quartz Partners LLC Grows Position in Gen Digital Inc. $GEN

Quartz Partners LLC lifted its position in shares of Gen Digital Inc. (NASDAQ:GEN – Free Report) by 17.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 206,510 shares of the company’s... More of this article »
Image for Illinois Municipal Retirement Fund Sells 7,932 Shares of Chubb Limited $CB

Illinois Municipal Retirement Fund Sells 7,932 Shares of Chubb Limited $CB

Illinois Municipal Retirement Fund trimmed its position in shares of Chubb Limited (NYSE:CB – Free Report) by 16.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Illinois Municipal Retirement Fund Raises Position in Jazz Pharmaceuticals PLC $JAZZ

Illinois Municipal Retirement Fund Raises Position in Jazz Pharmaceuticals PLC $JAZZ

Illinois Municipal Retirement Fund increased its stake in Jazz Pharmaceuticals PLC (NASDAQ:JAZZ – Free Report) by 26.7% during the first quarter, HoldingsChannel reports. The firm owned 61,883 shares of the specialty pharmaceutical... More of this article »
Image for 3,938 Shares in Ascendis Pharma A/S $ASND Bought by Marks Group Wealth Management Inc

3,938 Shares in Ascendis Pharma A/S $ASND Bought by Marks Group Wealth Management Inc

Marks Group Wealth Management Inc bought a new position in Ascendis Pharma A/S (NASDAQ:ASND – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Bessemer Group Inc. Acquires 453,336 Shares of Republic Services, Inc. $RSG

Bessemer Group Inc. Acquires 453,336 Shares of Republic Services, Inc. $RSG

Bessemer Group Inc. lifted its holdings in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 55.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Harmony Asset Management LLC Sells 103,988 Shares of Direxion Daily S&P 500 Bear 1x Shares $SPDN

Harmony Asset Management LLC Sells 103,988 Shares of Direxion Daily S&P 500 Bear 1x Shares $SPDN

Harmony Asset Management LLC lessened its holdings in shares of Direxion Daily S&P 500 Bear 1x Shares (NYSEARCA:SPDN – Free Report) by 79.6% during the first quarter, according to the company in its most recent Form 13F... More of this article »
Image for Integral Investment Advisors Inc. Grows Position in Apple Inc. $AAPL

Integral Investment Advisors Inc. Grows Position in Apple Inc. $AAPL

Integral Investment Advisors Inc. grew its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 9.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for General Dynamics Corporation $GD Stake Boosted by Nwam LLC

General Dynamics Corporation $GD Stake Boosted by Nwam LLC

Nwam LLC increased its stake in General Dynamics Corporation (NYSE:GD – Free Report) by 89.3% during the 1st quarter, HoldingsChannel reports. The firm owned 2,891 shares of the aerospace company’s stock after acquiring... More of this article »
Image for BCM Advisors LLC Has $14.80 Million Stake in Vanguard Mid-Cap ETF $VO

BCM Advisors LLC Has $14.80 Million Stake in Vanguard Mid-Cap ETF $VO

BCM Advisors LLC grew its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 317.6% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 51,533 shares... More of this article »
Image for Nwam LLC Takes $742,000 Position in Tyson Foods, Inc. $TSN

Nwam LLC Takes $742,000 Position in Tyson Foods, Inc. $TSN

Nwam LLC bought a new position in Tyson Foods, Inc. (NYSE:TSN – Free Report) during the first quarter, Holdings Channel reports. The fund bought 11,582 shares of the company’s stock, valued at approximately $742,000. Several... More of this article »
Image for Broadcom Inc. $AVGO Shares Bought by Applied Finance Capital Management LLC

Broadcom Inc. $AVGO Shares Bought by Applied Finance Capital Management LLC

Applied Finance Capital Management LLC grew its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 63.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Sanctuary Advisors LLC Boosts Holdings in Vanguard Short-Term Bond ETF $BSV

Sanctuary Advisors LLC Boosts Holdings in Vanguard Short-Term Bond ETF $BSV

Sanctuary Advisors LLC increased its stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 10.7% during the 1st quarter, Holdings Channel.com reports. The fund owned 140,115 shares of the company’s stock... More of this article »
Image for Sanctuary Advisors LLC Raises Stake in Invesco BulletShares 2027 Corporate Bond ETF $BSCR

Sanctuary Advisors LLC Raises Stake in Invesco BulletShares 2027 Corporate Bond ETF $BSCR

Sanctuary Advisors LLC lifted its holdings in shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 15.0% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »