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SPDR Portfolio S&P 500 Value ETF $SPYV Shares Sold by NewEdge Advisors LLC
NewEdge Advisors LLC lessened its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 79.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Healthcare of Ontario Pension Plan Trust Fund Sells 8,142 Shares of AMETEK, Inc. $AME
Healthcare of Ontario Pension Plan Trust Fund lowered its position in shares of AMETEK, Inc. (NYSE:AME – Free Report) by 36.0% during the first quarter, Holdings Channel.com reports. The firm owned 14,458 shares of the technology... More of this article »
Royal Fund Management LLC Decreases Stock Position in Xcel Energy Inc. $XEL
Royal Fund Management LLC cut its stake in Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 50.2% in the first quarter, Holdings Channel reports. The institutional investor owned 23,780 shares of the company’s stock after... More of this article »
NewEdge Advisors LLC Sells 1,210 Shares of Comfort Systems USA, Inc. $FIX
NewEdge Advisors LLC cut its stake in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 26.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Royal Fund Management LLC Sells 14,188 Shares of Wells Fargo & Company $WFC
Royal Fund Management LLC cut its holdings in Wells Fargo & Company (NYSE:WFC) by 50.6% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,848 shares of the financial... More of this article »
iShares Core 60/40 Balanced Allocation ETF $AOR Shares Purchased by SOA Wealth Advisors LLC.
SOA Wealth Advisors LLC. boosted its stake in shares of iShares Core 60/40 Balanced Allocation ETF (NYSEARCA:AOR – Free Report) by 1,205.7% during the first quarter, according to the company in its most recent disclosure with... More of this article »
Kentucky Retirement Systems Raises Stock Holdings in Yum! Brands, Inc. $YUM
Kentucky Retirement Systems raised its holdings in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) by 110.1% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Janus Henderson Group PLC Purchases 14,491 Shares of Ligand Pharmaceuticals Incorporated $LGND
Janus Henderson Group PLC grew its position in Ligand Pharmaceuticals Incorporated (NASDAQ:LGND – Free Report) by 1.5% in the 1st quarter, Holdings Channel reports. The institutional investor owned 1,009,891 shares of the biotechnology... More of this article »
Autodesk, Inc. $ADSK Shares Bought by Kentucky Retirement Systems
Kentucky Retirement Systems lifted its stake in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 39.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Kentucky Retirement Systems Increases Holdings in American Electric Power Company, Inc. $AEP
Kentucky Retirement Systems grew its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 19.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Strategic Investment Advisors MI Acquires New Position in Boston Scientific Corporation $BSX
Strategic Investment Advisors MI bought a new position in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund bought 13,808 shares of the medical equipment... More of this article »
Royal Bank of Canada Sells 91,588 Shares of Dimensional U.S. Core Equity 2 ETF $DFAC
Royal Bank of Canada reduced its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2.9% during the first quarter, according to its most recent filing with the SEC. The fund owned 3,019,065 shares of... More of this article »
Janus Henderson Group PLC Grows Stake in ICU Medical, Inc. $ICUI
Janus Henderson Group PLC lifted its position in ICU Medical, Inc. (NASDAQ:ICUI – Free Report) by 3.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
NewEdge Advisors LLC Cuts Holdings in First Trust Dorsey Wright International Focus 5 ETF $IFV
NewEdge Advisors LLC trimmed its position in First Trust Dorsey Wright International Focus 5 ETF (NASDAQ:IFV – Free Report) by 54.6% in the first quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
NewEdge Advisors LLC Trims Stock Holdings in Columbia U.S. Equity Income ETF $EQIN
NewEdge Advisors LLC lowered its position in shares of Columbia U.S. Equity Income ETF (NYSEARCA:EQIN – Free Report) by 19.0% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
South Dakota Investment Council Boosts Stock Position in NXP Semiconductors N.V. $NXPI
South Dakota Investment Council raised its holdings in NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 8.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
McIlrath & Eck LLC Grows Stock Holdings in Vanguard Small-Cap ETF $VB
McIlrath & Eck LLC grew its position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.4% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 72,618... More of this article »
Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL) Reaches New 1-Year High – Here’s Why
Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Get Free Report)’s stock price hit a new 52-week high on Wednesday . The stock traded as high as $75.69 and last traded at $75.68, with a volume of 137878 shares traded.... More of this article »
Shimano (OTCMKTS:SMNNY) Reaches New 1-Year High – Time to Buy?
Shimano Inc. Unsponsored ADR (OTCMKTS:SMNNY – Get Free Report) shares hit a new 52-week high during mid-day trading on Wednesday . The company traded as high as $12.85 and last traded at $12.85, with a volume of 435 shares changing... More of this article »
Royal Bank of Canada Trims Holdings in Royal Caribbean Cruises Ltd. $RCL
Royal Bank of Canada reduced its stake in Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 25.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 601,813 shares... More of this article »
Royal Caribbean Cruises Ltd. $RCL Holdings Decreased by The Manufacturers Life Insurance Company
The Manufacturers Life Insurance Company lessened its stake in Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 7.9% in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Investment Analysts’ Weekly Ratings Updates for Illumina (ILMN)
A number of firms have modified their ratings and price targets on shares of Illumina (NASDAQ: ILMN) recently: 7/18/2026 – Illumina was downgraded by Wall Street Zen from “buy” to “hold”. 7/17/2026 –... More of this article »
First Carolina Financial Services (FCBM) – Research Analysts’ Recent Ratings Updates
A number of firms have modified their ratings and price targets on shares of First Carolina Financial Services (NYSE: FCBM) recently: 7/17/2026 – First Carolina Financial Services is now covered by Hovde Group. They set a “market... More of this article »
Analysts’ Recent Ratings Updates for AvalonBay Communities (AVB)
AvalonBay Communities (NYSE: AVB) recently received a number of ratings updates from brokerages and research firms: 7/23/2026 – AvalonBay Communities was upgraded by Weiss Ratings from “hold (c)” to “hold (c+)”. 7/22/2026... More of this article »
nVent Electric PLC $NVT Shares Acquired by Quantinno Capital Management LP
Quantinno Capital Management LP increased its holdings in shares of nVent Electric PLC (NYSE:NVT – Free Report) by 184.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Orographic Financial Advisors LLC Invests $435,000 in Broadcom Inc. $AVGO
Orographic Financial Advisors LLC purchased a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Orographic Financial Advisors LLC Purchases New Shares in Invesco S&P 500 Equal Weight Technology ETF $RSPT
Orographic Financial Advisors LLC purchased a new position in shares of Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund purchased... More of this article »
Orographic Financial Advisors LLC Makes New $1.54 Million Investment in The Goldman Sachs Group, Inc. $GS
Orographic Financial Advisors LLC bought a new stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the first quarter, HoldingsChannel.com reports. The firm bought 1,816 shares of the investment management company’s... More of this article »
47,375 Shares in Microchip Technology Incorporated $MCHP Purchased by Oddo BHF Asset Management Sas
Oddo BHF Asset Management Sas bought a new stake in shares of Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) during the first quarter, Holdings Channel reports. The fund bought 47,375 shares of the semiconductor... More of this article »
Silicon Valley Capital Partners Sells 6,359 Shares of JPMorgan Chase & Co. $JPM
Silicon Valley Capital Partners decreased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 58.4% during the first quarter, Holdings Channel.com reports. The institutional investor owned 4,528 shares of the financial services... More of this article »
Orographic Financial Advisors LLC Acquires Shares of 41,514 ExxonMobil Corporation $XOM
Orographic Financial Advisors LLC bought a new position in ExxonMobil Corporation (NYSE:XOM – Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Garmin Ltd. $GRMN Shares Sold by Edgestream Partners L.P.
Edgestream Partners L.P. reduced its stake in Garmin Ltd. (NYSE:GRMN – Free Report) by 23.1% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
PeakShares LLC Raises Stake in Amazon.com, Inc. $AMZN
PeakShares LLC increased its position in Amazon.com, Inc. (NASDAQ:AMZN) by 46.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,943... More of this article »
NewEdge Advisors LLC Sells 450,560 Shares of SPDR Portfolio Developed World ex-US ETF $SPDW
NewEdge Advisors LLC cut its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 72.3% in the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Capital Group International Focus Equity ETF $CGXU Shares Acquired by Royal Bank of Canada
Royal Bank of Canada increased its position in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 3.7% during the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
JPMorgan Active Growth ETF $JGRO Position Boosted by Royal Bank of Canada
Royal Bank of Canada raised its stake in shares of JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 6.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Theodor Werner Freye Sells 800 Shares of Valmont Industries (NYSE:VMI) Stock
Valmont Industries, Inc. (NYSE:VMI – Get Free Report) Director Theodor Werner Freye sold 800 shares of the company’s stock in a transaction on Monday, July 27th. The shares were sold at an average price of $495.00, for... More of this article »
Kentucky Retirement Systems Raises Stock Holdings in Constellation Brands Inc $STZ
Kentucky Retirement Systems boosted its stake in shares of Constellation Brands Inc (NYSE:STZ – Free Report) by 51.6% during the first quarter, Holdings Channel.com reports. The firm owned 13,756 shares of the company’s... More of this article »
Public Storage $PSA Shares Acquired by Kentucky Retirement Systems
Kentucky Retirement Systems increased its stake in shares of Public Storage (NYSE:PSA – Free Report) by 20.3% in the first quarter, Holdings Channel.com reports. The institutional investor owned 11,933 shares of the real estate... More of this article »
Janus Henderson Group PLC Acquires 101,431 Shares of Arthur J. Gallagher & Co. $AJG
Janus Henderson Group PLC increased its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 5.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (NASDAQ:STRC) Director Sells $180,277.50 in Stock
Strategy Inc Variable Rate Series A Perpetual Stretch Preferred Stock (NASDAQ:STRC – Get Free Report) Director Jarrod Patten sold 1,950 shares of the stock in a transaction on Friday, July 24th. The stock was sold at an average... More of this article »
Bank7 (NASDAQ:BSVN) VP Sells $159,669.75 in Stock
Bank7 Corp. (NASDAQ:BSVN – Get Free Report) VP Jason Estes sold 3,225 shares of the business’s stock in a transaction on Tuesday, July 21st. The shares were sold at an average price of $49.51, for a total transaction of... More of this article »
South Dakota Investment Council Increases Stock Position in Uber Technologies, Inc. $UBER
South Dakota Investment Council increased its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 189.2% during the first quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Sei Investments Co. Has $14.05 Million Stock Holdings in United Community Banks, Inc. $UCB
Sei Investments Co. grew its position in shares of United Community Banks, Inc. (NYSE:UCB – Free Report) by 10.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
South Dakota Investment Council Cuts Holdings in PPG Industries, Inc. $PPG
South Dakota Investment Council lowered its position in PPG Industries, Inc. (NYSE:PPG – Free Report) by 18.4% in the first quarter, HoldingsChannel reports. The fund owned 75,018 shares of the specialty chemicals company’s... More of this article »
Sei Investments Co. Has $15.01 Million Holdings in Ligand Pharmaceuticals Incorporated $LGND
Sei Investments Co. raised its position in shares of Ligand Pharmaceuticals Incorporated (NASDAQ:LGND – Free Report) by 62.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
The Manufacturers Life Insurance Company Has $43.39 Million Stake in Automatic Data Processing, Inc. $ADP
The Manufacturers Life Insurance Company reduced its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 8.3% in the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Lithia Motors, Inc. $LAD Shares Bought by The Manufacturers Life Insurance Company
The Manufacturers Life Insurance Company raised its stake in shares of Lithia Motors, Inc. (NYSE:LAD – Free Report) by 22.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »