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Principal Financial Group Inc. Increases Holdings in Vertiv Holdings Co. $VRT
Principal Financial Group Inc. boosted its stake in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 4,431.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Altria Group, Inc. $MO Stock Holdings Increased by Principal Financial Group Inc.
Principal Financial Group Inc. grew its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 2.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
ING Group (NYSE:ING) Stock Rating Lowered by Zacks Research
ING Group (NYSE:ING – Get Free Report) was downgraded by Zacks Research from a “hold” rating to a “strong sell” rating in a report released on Tuesday,Zacks.com reports. A number of other research firms... More of this article »
First Carolina Financial Services (NYSE:FCBM) Stock Rating Upgraded by Zacks Research
First Carolina Financial Services (NYSE:FCBM – Get Free Report) was upgraded by analysts at Zacks Research to a “hold” rating in a research note issued on Tuesday,Zacks.com reports. Several other equities analysts... More of this article »
Franklin Limited Duration Income Trust (FTF) To Go Ex-Dividend on August 24th
Franklin Limited Duration Income Trust (NYSEAMERICAN:FTF – Get Free Report) announced a monthly dividend on Tuesday, July 14th. Investors of record on Monday, August 24th will be given a dividend of 0.0615 per share on Monday,... More of this article »
Marks Group Wealth Management Inc Has $4.17 Million Holdings in Aon plc $AON
Marks Group Wealth Management Inc decreased its position in shares of Aon plc (NYSE:AON – Free Report) by 34.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Venture Global (NYSE:VG) Raised to “Strong-Buy” at Zacks Research
Venture Global (NYSE:VG – Get Free Report) was upgraded by stock analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a note issued to investors on Tuesday,Zacks.com reports. A number... More of this article »
Vivani Medical Eyes August Human Trial for Semaglutide Implant After Novo Nordisk Deal
Vivani Medical (NASDAQ:VANI) said it is preparing to begin human testing of its semaglutide implant in August and highlighted a recently announced agreement with Novo Nordisk to evaluate the company’s implant technology. Adam Mendelsohn,... More of this article »
Marzetti (NASDAQ:MZTI) Shares Down 5.2% – Here’s What Happened
Shares of The Marzetti Company (NASDAQ:MZTI – Get Free Report) were down 5.2% during trading on Tuesday . The stock traded as low as $107.91 and last traded at $108.1810. Approximately 53,880 shares traded hands during trading,... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Shares Sold by Journey Advisory Group LLC
Journey Advisory Group LLC reduced its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 71.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
WisdomTree U.S. MidCap Fund (NYSEARCA:EZM) Hits New 52-Week High – Time to Buy?
WisdomTree U.S. MidCap Fund (NYSEARCA:EZM – Get Free Report)’s stock price reached a new 52-week high during trading on Tuesday . The stock traded as high as $76.57 and last traded at $74.8640, with a volume of 2420 shares... More of this article »
Sanctuary Advisors LLC Increases Position in Citigroup Inc. $C
Sanctuary Advisors LLC lifted its stake in Citigroup Inc. (NYSE:C – Free Report) by 17.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 253,944... More of this article »
53,116 Shares in iShares Morningstar Value ETF $ILCV Bought by Sigma Planning Corp
Sigma Planning Corp purchased a new stake in iShares Morningstar Value ETF (NYSEARCA:ILCV – Free Report) in the first quarter, HoldingsChannel reports. The institutional investor purchased 53,116 shares of the company’s... More of this article »
Sanctuary Advisors LLC Lowers Position in Monolithic Power Systems, Inc. $MPWR
Sanctuary Advisors LLC trimmed its position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 3.9% during the 1st quarter, HoldingsChannel.com reports. The fund owned 16,406 shares of the semiconductor... More of this article »
Members Advisory Group LLC Increases Stock Holdings in PIMCO Multi Sector Bond Active ETF $PYLD
Members Advisory Group LLC grew its holdings in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 3.3% in the first quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Salesforce Inc. $CRM Shares Purchased by Three Seasons Wealth LLC
Three Seasons Wealth LLC lifted its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 625.8% in the first quarter, HoldingsChannel reports. The fund owned 7,802 shares of the CRM provider’s stock after purchasing an... More of this article »
Three Seasons Wealth LLC Sells 56,921 Shares of iShares S&P 500 Growth ETF $IVW
Three Seasons Wealth LLC decreased its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 76.9% in the 1st quarter, Holdings Channel reports. The firm owned 17,077 shares of the company’s... More of this article »
Global X Defense Tech ETF $SHLD Stake Cut by Mcmorgan & Co. LLC
Mcmorgan & Co. LLC lessened its holdings in Global X Defense Tech ETF (NYSEARCA:SHLD – Free Report) by 17.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Midwest Professional Planners LTD. Buys Shares of 18,868 iShares Russell 2000 Value ETF $IWN
Midwest Professional Planners LTD. bought a new position in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Citizens Financial Group Inc. RI Makes New Investment in Burlington Stores, Inc. $BURL
Citizens Financial Group Inc. RI acquired a new position in shares of Burlington Stores, Inc. (NYSE:BURL – Free Report) during the first quarter, Holdings Channel.com reports. The institutional investor acquired 1,612 shares... More of this article »
J. Safra Sarasin Holding AG Makes New Investment in Sociedad Quimica y Minera S.A. $SQM
J. Safra Sarasin Holding AG purchased a new stake in Sociedad Quimica y Minera S.A. (NYSE:SQM – Free Report) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 8,500... More of this article »
Principal Financial Group Inc. Has $148.86 Million Stock Holdings in Ryan Specialty Holdings Inc. $RYAN
Principal Financial Group Inc. lifted its holdings in shares of Ryan Specialty Holdings Inc. (NYSE:RYAN – Free Report) by 0.9% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Cigna Group $CI Stock Holdings Boosted by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc increased its position in Cigna Group (NYSE:CI – Free Report) by 72.3% during the first quarter, Holdings Channel reports. The fund owned 23,535 shares of the health services provider’s... More of this article »
Schwallier Wealth Management LLC Decreases Stock Position in Vanguard Value ETF $VTV
Schwallier Wealth Management LLC decreased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 2.9% during the first quarter, Holdings Channel reports. The institutional investor owned 102,598 shares... More of this article »
IMC Chicago LLC Takes $165.35 Million Position in Sprott Physical Gold and Silver Trust $CEF
IMC Chicago LLC purchased a new position in Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Sanctuary Advisors LLC Lowers Stock Holdings in Palo Alto Networks, Inc. $PANW
Sanctuary Advisors LLC cut its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 1.4% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 191,337 shares of the network technology... More of this article »
Analysts’ Weekly Ratings Updates for Hagerty (HGTY)
A number of research firms have changed their ratings and price targets for Hagerty (NYSE: HGTY): 7/14/2026 – Hagerty had its price target raised by JPMorgan Chase & Co. from $12.00 to $13.00. They now have a “neutral”... More of this article »
ProShares UltraPro Short Dow30 $SDOW Shares Bought by IMC Chicago LLC
IMC Chicago LLC raised its holdings in ProShares UltraPro Short Dow30 (NYSEARCA:SDOW – Free Report) by 32.5% in the 1st quarter, HoldingsChannel reports. The fund owned 140,711 shares of the exchange traded fund’s stock... More of this article »
Anbio Biotechnology (NASDAQ:NNNN) Shares Down 11% – Should You Sell?
Anbio Biotechnology (NASDAQ:NNNN – Get Free Report)’s stock price dropped 11% on Tuesday . The stock traded as low as $9.74 and last traded at $8.87. 1,318 shares traded hands during mid-day trading, a decline of 97% from... More of this article »
Franklin International Low Volatility High Dividend Index ETF (BATS:LVHI) Short Interest Update
Franklin International Low Volatility High Dividend Index ETF (BATS:LVHI – Get Free Report) was the target of a large drop in short interest in the month of June. As of June 30th, there was short interest totaling 125,044 shares,... More of this article »
Hyliion (NYSEAMERICAN:HYLN) Trading 6.8% Higher – Should You Buy?
Hyliion Holdings Corp. (NYSEAMERICAN:HYLN – Get Free Report) shares shot up 6.8% on Tuesday . The company traded as high as $4.14 and last traded at $4.11. Approximately 332,545 shares were traded during mid-day trading, a decline... More of this article »
NerdWallet Wealth Partners LLC Makes New Investment in iShares ESG Select Screened S&P 500 ETF $XVV
NerdWallet Wealth Partners LLC acquired a new stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Taseko Mines (NYSEAMERICAN:TGB) Trading 9.3% Higher – Should You Buy?
Taseko Mines Limited (NYSEAMERICAN:TGB – Get Free Report) shot up 9.3% on Tuesday . The company traded as high as $7.76 and last traded at $7.6720. 800,863 shares changed hands during mid-day trading, a decline of 87% from the... More of this article »
Krystal Biotech (NASDAQ:KRYS) Stock Price Down 6.4% – Here’s Why
Krystal Biotech, Inc. (NASDAQ:KRYS – Get Free Report)’s stock price dropped 6.4% during mid-day trading on Tuesday . The company traded as low as $345.00 and last traded at $340.2140. 39,718 shares were traded during trading,... More of this article »
Retirement Planning Group LLC Sells 20,913 Shares of Janus Henderson Securitized Income ETF $JSI
Retirement Planning Group LLC trimmed its holdings in Janus Henderson Securitized Income ETF (NYSEARCA:JSI – Free Report) by 62.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Veralto Corporation $VLTO Shares Sold by Principal Financial Group Inc.
Principal Financial Group Inc. reduced its position in Veralto Corporation (NYSE:VLTO – Free Report) by 2.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Principal Financial Group Inc. Sells 26,325 Shares of Cullen/Frost Bankers, Inc. $CFR
Principal Financial Group Inc. lessened its position in Cullen/Frost Bankers, Inc. (NYSE:CFR – Free Report) by 3.8% in the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
J. Safra Sarasin Holding AG Has $760,000 Stock Holdings in VanEck Junior Gold Miners ETF $GDXJ
J. Safra Sarasin Holding AG decreased its holdings in shares of VanEck Junior Gold Miners ETF (NYSEARCA:GDXJ – Free Report) by 70.3% during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Illinois Municipal Retirement Fund Sells 15,362 Shares of Archer Daniels Midland Company $ADM
Illinois Municipal Retirement Fund lessened its holdings in Archer Daniels Midland Company (NYSE:ADM – Free Report) by 6.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 228,446 shares of the company’s... More of this article »
Three Seasons Wealth LLC Makes New $491,000 Investment in Dollar General Corporation $DG
Three Seasons Wealth LLC acquired a new stake in Dollar General Corporation (NYSE:DG – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 4,139... More of this article »
Calamos Advisors LLC Grows Stock Holdings in iShares Russell 1000 ETF $IWB
Calamos Advisors LLC increased its position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 1,868.7% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 12,816 shares of the company’s... More of this article »
Cintas Corporation $CTAS Stock Position Decreased by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc trimmed its position in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) by 33.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Fiserv, Inc. $FISV Shares Purchased by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc increased its holdings in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) by 123.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
WEC Energy Group, Inc. $WEC Stake Trimmed by Principal Financial Group Inc.
Principal Financial Group Inc. lessened its stake in shares of WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 7.0% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Atmos Energy Corporation $ATO Shares Purchased by Fifth Third Bancorp
Fifth Third Bancorp lifted its holdings in shares of Atmos Energy Corporation (NYSE:ATO – Free Report) by 531.4% during the 1st quarter, HoldingsChannel.com reports. The fund owned 41,543 shares of the utilities provider’s... More of this article »
Short Interest in iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO) Declines By 44.0%
iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO – Get Free Report) was the target of a large decline in short interest in June. As of June 30th, there was short interest totaling 1,911 shares, a decline of 44.0% from the... More of this article »
Geneos Wealth Management Inc. Has $12.25 Million Holdings in FT Vest Laddered Moderate Buffer ETF $BUFZ
Geneos Wealth Management Inc. trimmed its holdings in FT Vest Laddered Moderate Buffer ETF (BATS:BUFZ – Free Report) by 11.7% in the 1st quarter, Holdings Channel reports. The fund owned 466,416 shares of the company’s... More of this article »
Harel Insurance Investments & Financial Services Ltd. Sells 1,965 Shares of EMCOR Group, Inc. $EME
Harel Insurance Investments & Financial Services Ltd. lowered its position in EMCOR Group, Inc. (NYSE:EME – Free Report) by 15.1% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 11,039 shares... More of this article »