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Image for Dimensional Global Sustainability Fixed Income ETF $DFSB Stock Position Boosted by Quantum Financial Advisors LLC

Dimensional Global Sustainability Fixed Income ETF $DFSB Stock Position Boosted by Quantum Financial Advisors LLC

Quantum Financial Advisors LLC grew its stake in shares of Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB – Free Report) by 2.7% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 540,560 shares... More of this article »
Image for First Heartland Consultants Inc. Acquires 43,884 Shares of Dimensional US High Profitability ETF $DUHP

First Heartland Consultants Inc. Acquires 43,884 Shares of Dimensional US High Profitability ETF $DUHP

First Heartland Consultants Inc. grew its stake in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 70.1% during the 2nd quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Green Ridge Wealth Planning LLC Makes New $3.99 Million Investment in Schwab US Small-Cap ETF $SCHA

Green Ridge Wealth Planning LLC Makes New $3.99 Million Investment in Schwab US Small-Cap ETF $SCHA

Green Ridge Wealth Planning LLC bought a new stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Puff Wealth Management LLC Makes New $631,000 Investment in ExxonMobil Corporation $XOM

Puff Wealth Management LLC Makes New $631,000 Investment in ExxonMobil Corporation $XOM

Puff Wealth Management LLC bought a new stake in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for 2,599 Shares in Veeva Systems Inc. $VEEV Acquired by Evanson Financial LLC

2,599 Shares in Veeva Systems Inc. $VEEV Acquired by Evanson Financial LLC

Evanson Financial LLC bought a new position in Veeva Systems Inc. (NYSE:VEEV – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 2,599... More of this article »
Image for First American Financial Corporation $FAF Stock Position Boosted by Reinhart Partners LLC.

First American Financial Corporation $FAF Stock Position Boosted by Reinhart Partners LLC.

Reinhart Partners LLC. raised its stake in shares of First American Financial Corporation (NYSE:FAF – Free Report) by 1.9% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 1,553,234 shares... More of this article »
Image for Rockwell Automation, Inc. $ROK Shares Bought by PensionDanmark Pensionsforsikringsaktieselskab

Rockwell Automation, Inc. $ROK Shares Bought by PensionDanmark Pensionsforsikringsaktieselskab

PensionDanmark Pensionsforsikringsaktieselskab grew its holdings in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 7.9% during the second quarter, HoldingsChannel.com reports. The fund owned 36,876 shares of the industrial... More of this article »
Image for ADENTRA (TSE:ADEN) Price Target Raised to C$54.00 at Stifel Nicolaus

ADENTRA (TSE:ADEN) Price Target Raised to C$54.00 at Stifel Nicolaus

ADENTRA (TSE:ADEN – Free Report) had its target price boosted by Stifel Nicolaus from C$48.00 to C$54.00 in a research report report published on Friday morning,BayStreet.CA reports. They currently have a buy rating on the stock. Several... More of this article »
Image for FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP) Hits New 52-Week High  – Still a Buy?

FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP) Hits New 52-Week High – Still a Buy?

FT Vest U.S. Equity Buffer ETF – September (BATS:FSEP – Get Free Report) hit a new 52-week high during mid-day trading on Thursday . The company traded as high as $56.37 and last traded at $56.23, with a volume of 14906... More of this article »
Image for Xperi (NYSE:XPER) Given “Buy” Rating at BWS Financial

Xperi (NYSE:XPER) Given “Buy” Rating at BWS Financial

BWS Financial reaffirmed their buy rating on shares of Xperi (NYSE:XPER – Free Report) in a report issued on Friday morning,Benzinga reports. BWS Financial currently has a $12.00 price objective on the stock. Several other research... More of this article »
Image for Head-To-Head Analysis: Essex Property Trust (NYSE:ESS) vs. Flagship Communities Real Estate Investment Trust (OTCMKTS:MHCUF)

Head-To-Head Analysis: Essex Property Trust (NYSE:ESS) vs. Flagship Communities Real Estate Investment Trust (OTCMKTS:MHCUF)

Flagship Communities Real Estate Investment Trust (OTCMKTS:MHCUF – Get Free Report) and Essex Property Trust (NYSE:ESS – Get Free Report) are both real estate companies, but which is the better business? We will compare... More of this article »
Image for Apple Inc. $AAPL Shares Sold by Marin Bay Wealth Advisors LLC

Apple Inc. $AAPL Shares Sold by Marin Bay Wealth Advisors LLC

Marin Bay Wealth Advisors LLC reduced its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 12.2% in the first quarter, HoldingsChannel reports. The institutional investor owned 37,038 shares of the iPhone maker’s stock... More of this article »
Image for Saturna Capital Corp Has $451.78 Million Stock Holdings in Apple Inc. $AAPL

Saturna Capital Corp Has $451.78 Million Stock Holdings in Apple Inc. $AAPL

Saturna Capital Corp lessened its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.3% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 1,780,138 shares of the iPhone maker’s... More of this article »
Image for Sonoma Allocations LLC Purchases 69,162 Shares of VanEck Emerging Markets High Yield Bond ETF $HYEM

Sonoma Allocations LLC Purchases 69,162 Shares of VanEck Emerging Markets High Yield Bond ETF $HYEM

Sonoma Allocations LLC grew its position in VanEck Emerging Markets High Yield Bond ETF (NYSEARCA:HYEM – Free Report) by 124.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for MFG Wealth Management Inc. Has $4.96 Million Stock Holdings in ProShares UltraPro Russell 2000 $URTY

MFG Wealth Management Inc. Has $4.96 Million Stock Holdings in ProShares UltraPro Russell 2000 $URTY

MFG Wealth Management Inc. cut its stake in ProShares UltraPro Russell 2000 (NYSEARCA:URTY – Free Report) by 25.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Sonoma Allocations LLC Cuts Stock Position in AltShares Merger Arbitrage ETF $ARB

Sonoma Allocations LLC Cuts Stock Position in AltShares Merger Arbitrage ETF $ARB

Sonoma Allocations LLC lessened its holdings in AltShares Merger Arbitrage ETF (NYSEARCA:ARB – Free Report) by 33.1% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 39,941 shares... More of this article »
Image for Astera Labs, Inc. $ALAB Shares Sold by Teamwork Financial Advisors LLC

Astera Labs, Inc. $ALAB Shares Sold by Teamwork Financial Advisors LLC

Teamwork Financial Advisors LLC lessened its stake in Astera Labs, Inc. (NASDAQ:ALAB – Free Report) by 37.6% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Image for Blend Labs (NYSE:BLND) Price Target Cut to $3.00 by Analysts at Wells Fargo & Company

Blend Labs (NYSE:BLND) Price Target Cut to $3.00 by Analysts at Wells Fargo & Company

Blend Labs (NYSE:BLND – Free Report) had its price objective decreased by Wells Fargo & Company from $4.00 to $3.00 in a research note issued to investors on Friday morning,Benzinga reports. Wells Fargo & Company currently... More of this article »
Image for Zillow Group (NASDAQ:ZG) Price Target Cut to $46.00 by Analysts at Citizens Jmp

Zillow Group (NASDAQ:ZG) Price Target Cut to $46.00 by Analysts at Citizens Jmp

Zillow Group (NASDAQ:ZG – Free Report) had its price objective reduced by Citizens Jmp from $75.00 to $46.00 in a report issued on Friday morning,Benzinga reports. They currently have a market outperform rating on the technology... More of this article »
Image for Doximity (NYSE:DOCS) Given “Overweight” Rating at Piper Sandler

Doximity (NYSE:DOCS) Given “Overweight” Rating at Piper Sandler

Piper Sandler reaffirmed their overweight rating on shares of Doximity (NYSE:DOCS – Free Report) in a research report released on Friday morning,Benzinga reports. Piper Sandler currently has a $47.00 price target on the stock,... More of this article »
Image for Trade Desk (NASDAQ:TTD) Lowered to Market Perform Rating by BMO Capital Markets

Trade Desk (NASDAQ:TTD) Lowered to Market Perform Rating by BMO Capital Markets

BMO Capital Markets cut shares of Trade Desk (NASDAQ:TTD – Free Report) from an outperform rating to a market perform rating in a report issued on Friday morning, Marketbeat reports. They currently have $15.00 price objective... More of this article »
Image for PepsiCo, Inc. $PEP Shares Acquired by Professional Advisory Services Inc.

PepsiCo, Inc. $PEP Shares Acquired by Professional Advisory Services Inc.

Professional Advisory Services Inc. raised its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 17.0% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Kinross Gold Corporation (NYSE:KGC) Receives Average Rating of “Moderate Buy” from Brokerages

Kinross Gold Corporation (NYSE:KGC) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of Kinross Gold Corporation (NYSE:KGC – Get Free Report) (TSE:K) have received an average recommendation of “Moderate Buy” from the thirteen brokerages that are presently covering the stock, MarketBeat Ratings... More of this article »
Image for FNY Investment Advisers LLC Decreases Holdings in British American Tobacco p.l.c. $BTI

FNY Investment Advisers LLC Decreases Holdings in British American Tobacco p.l.c. $BTI

FNY Investment Advisers LLC lowered its position in British American Tobacco p.l.c. (NYSE:BTI – Free Report) by 80.7% during the second quarter, HoldingsChannel.com reports. The fund owned 5,300 shares of the company’s... More of this article »
Image for Puff Wealth Management LLC Invests $1.20 Million in JPMorgan Chase & Co. $JPM

Puff Wealth Management LLC Invests $1.20 Million in JPMorgan Chase & Co. $JPM

Puff Wealth Management LLC bought a new position in shares of JPMorgan Chase & Co. (NYSE:JPM) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 3,650 shares of the financial... More of this article »
Image for Beacon Bank & Trust Sells 1,920 Shares of iShares Core S&P 500 ETF $IVV

Beacon Bank & Trust Sells 1,920 Shares of iShares Core S&P 500 ETF $IVV

Beacon Bank & Trust reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 24.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Evanson Financial LLC Invests $537,000 in The Home Depot, Inc. $HD

Evanson Financial LLC Invests $537,000 in The Home Depot, Inc. $HD

Evanson Financial LLC acquired a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,522... More of this article »
Image for GAMMA Investing LLC Trims Position in Autodesk, Inc. $ADSK

GAMMA Investing LLC Trims Position in Autodesk, Inc. $ADSK

GAMMA Investing LLC trimmed its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 40.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for FS KKR Capital (NYSE:FSK) Given New $12.00 Price Target at Truist Financial

FS KKR Capital (NYSE:FSK) Given New $12.00 Price Target at Truist Financial

FS KKR Capital (NYSE:FSK – Free Report) had its price objective hoisted by Truist Financial from $11.00 to $12.00 in a research note published on Friday, MarketBeat Ratings reports. The brokerage currently has a hold rating on... More of this article »
Image for PensionDanmark Pensionsforsikringsaktieselskab Boosts Position in Norfolk Southern Corporation $NSC

PensionDanmark Pensionsforsikringsaktieselskab Boosts Position in Norfolk Southern Corporation $NSC

PensionDanmark Pensionsforsikringsaktieselskab grew its position in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 29.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Intercontinental Exchange Inc. $ICE Shares Purchased by PensionDanmark Pensionsforsikringsaktieselskab

Intercontinental Exchange Inc. $ICE Shares Purchased by PensionDanmark Pensionsforsikringsaktieselskab

PensionDanmark Pensionsforsikringsaktieselskab boosted its stake in shares of Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 15.1% in the second quarter, HoldingsChannel reports. The firm owned 133,682 shares of... More of this article »
Image for Hamilton Lane Inc. $HLNE Shares Acquired by Royal Bank of Canada

Hamilton Lane Inc. $HLNE Shares Acquired by Royal Bank of Canada

Royal Bank of Canada grew its holdings in Hamilton Lane Inc. (NASDAQ:HLNE – Free Report) by 33.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 148,906 shares of... More of this article »
Image for Royal Bank of Canada Sells 41,507 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Royal Bank of Canada Sells 41,507 Shares of Dimensional Short-Duration Fixed Income ETF $DFSD

Royal Bank of Canada lessened its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 11.3% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned... More of this article »
Image for DoubleVerify (NYSE:DV) Given a $13.60 Price Target by Wells Fargo & Company Analysts

DoubleVerify (NYSE:DV) Given a $13.60 Price Target by Wells Fargo & Company Analysts

Wells Fargo & Company set a $13.60 price objective on DoubleVerify (NYSE:DV – Free Report) in a report published on Friday, MarketBeat.com reports. The firm currently has an equal weight rating on the stock. A number of... More of this article »
Image for Insider Buying: WESCO International (NYSE:WCC) EVP Buys $351,254.40 in Stock

Insider Buying: WESCO International (NYSE:WCC) EVP Buys $351,254.40 in Stock

WESCO International, Inc. (NYSE:WCC – Get Free Report) EVP Daniel Castillo bought 960 shares of the company’s stock in a transaction on Tuesday, August 4th. The shares were bought at an average price of $365.89 per share,... More of this article »
Image for Ag Growth International (TSE:AFN) Director Acquires C$299,987.80 in Stock

Ag Growth International (TSE:AFN) Director Acquires C$299,987.80 in Stock

Ag Growth International Inc. (TSE:AFN – Get Free Report) Director Gary Keith Anderson acquired 21,865 shares of the firm’s stock in a transaction dated Friday, July 31st. The stock was bought at an average price of C$13.72... More of this article »
Image for Insider Selling: Zions Bancorporation, N.A. (NASDAQ:ZION) EVP Sells $333,711.36 in Stock

Insider Selling: Zions Bancorporation, N.A. (NASDAQ:ZION) EVP Sells $333,711.36 in Stock

Zions Bancorporation, N.A. (NASDAQ:ZION – Get Free Report) EVP Scott Law sold 4,608 shares of the firm’s stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $72.42, for a total value... More of this article »
Image for Schwab Intermediate-Term U.S. Treasury ETF $SCHR Position Cut by MassMutual Private Wealth & Trust FSB

Schwab Intermediate-Term U.S. Treasury ETF $SCHR Position Cut by MassMutual Private Wealth & Trust FSB

MassMutual Private Wealth & Trust FSB reduced its holdings in Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 99.3% during the 2nd quarter, Holdings Channel reports. The fund owned 3,137 shares... More of this article »
Image for Sei Investments Co. Has $3.24 Million Stock Holdings in InvenTrust Properties Corp. $IVT

Sei Investments Co. Has $3.24 Million Stock Holdings in InvenTrust Properties Corp. $IVT

Sei Investments Co. grew its stake in InvenTrust Properties Corp. (NYSE:IVT – Free Report) by 61.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Cognex (NASDAQ:CGNX) Given New $84.00 Price Target at Cantor Fitzgerald

Cognex (NASDAQ:CGNX) Given New $84.00 Price Target at Cantor Fitzgerald

Cognex (NASDAQ:CGNX – Free Report) had its price objective boosted by Cantor Fitzgerald from $76.00 to $84.00 in a research note issued to investors on Friday, Marketbeat reports. Cantor Fitzgerald currently has an overweight... More of this article »
Image for Critical Review: Solesence (NASDAQ:SLSN) & BioHarvest Sciences (NASDAQ:BHST)

Critical Review: Solesence (NASDAQ:SLSN) & BioHarvest Sciences (NASDAQ:BHST)

Solesence (NASDAQ:SLSN – Get Free Report) and BioHarvest Sciences (NASDAQ:BHST – Get Free Report) are both small-cap consumer staples companies, but which is the superior stock? We will compare the two businesses based... More of this article »
Image for Reviewing Core & Main (NYSE:CNM) & Rectitude (NASDAQ:RECT)

Reviewing Core & Main (NYSE:CNM) & Rectitude (NASDAQ:RECT)

Rectitude (NASDAQ:RECT – Get Free Report) and Core & Main (NYSE:CNM – Get Free Report) are both industrials companies, but which is the better stock? We will contrast the two companies based on the strength of their... More of this article »
Image for FG Nexus (FGNX) vs. Its Competitors Financial Comparison

FG Nexus (FGNX) vs. Its Competitors Financial Comparison

FG Nexus (NASDAQ:FGNX – Get Free Report) is one of 350 public companies in the “Financial Services” industry, but how does it weigh in compared to its competitors? We will compare FG Nexus to similar companies based... More of this article »
Image for NewEdge Advisors LLC Trims Stake in iShares 20+ Year Treasury Bond ETF $TLT

NewEdge Advisors LLC Trims Stake in iShares 20+ Year Treasury Bond ETF $TLT

NewEdge Advisors LLC lessened its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 5.6% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 222,662 shares of the... More of this article »
Image for Pacer Advisors Inc. Cuts Position in Ameriprise Financial, Inc. $AMP

Pacer Advisors Inc. Cuts Position in Ameriprise Financial, Inc. $AMP

Pacer Advisors Inc. lessened its holdings in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 31.6% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Parallel Advisors LLC Has $1.14 Million Holdings in Verisk Analytics, Inc. $VRSK

Parallel Advisors LLC Has $1.14 Million Holdings in Verisk Analytics, Inc. $VRSK

Parallel Advisors LLC raised its position in shares of Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) by 233.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Pacer Advisors Inc. Sells 17,728 Shares of CenterPoint Energy, Inc. $CNP

Pacer Advisors Inc. Sells 17,728 Shares of CenterPoint Energy, Inc. $CNP

Pacer Advisors Inc. reduced its position in CenterPoint Energy, Inc. (NYSE:CNP – Free Report) by 22.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Atlassian (NASDAQ:TEAM) Given New $160.00 Price Target at Truist Financial

Atlassian (NASDAQ:TEAM) Given New $160.00 Price Target at Truist Financial

Atlassian (NASDAQ:TEAM – Free Report) had its price objective upped by Truist Financial from $100.00 to $160.00 in a research report released on Friday morning, Marketbeat Ratings reports. Truist Financial currently has a buy... More of this article »
Image for ePlus (NASDAQ:PLUS) CFO Sells $531,604.74 in Stock

ePlus (NASDAQ:PLUS) CFO Sells $531,604.74 in Stock

ePlus inc. (NASDAQ:PLUS – Get Free Report) CFO Elaine Marion sold 5,514 shares of the business’s stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $96.41, for a total... More of this article »
Image for NewEdge Advisors LLC Decreases Position in UnitedHealth Group Incorporated $UNH

NewEdge Advisors LLC Decreases Position in UnitedHealth Group Incorporated $UNH

NewEdge Advisors LLC trimmed its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 25.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »