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Pacific Excel Wealth Advisors Inc. Invests $725,000 in Intel Corporation $INTC
Pacific Excel Wealth Advisors Inc. acquired a new stake in shares of Intel Corporation (NASDAQ:INTC – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
SPDR Bloomberg 1-3 Month T-Bill ETF $BIL Shares Sold by Pathway Financial Advisors LLC
Pathway Financial Advisors LLC reduced its position in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 11.7% in the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Moulton Wealth Management Inc. Grows Position in VanEck Semiconductor ETF $SMH
Moulton Wealth Management Inc. raised its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 40.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,076... More of this article »
Harbor Investment Advisory LLC Purchases 1,247 Shares of Eaton Corporation, PLC $ETN
Harbor Investment Advisory LLC increased its position in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 25.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Moody National Bank Trust Division Grows Stock Holdings in Timken Company (The) $TKR
Moody National Bank Trust Division raised its holdings in shares of Timken Company (The) (NYSE:TKR – Free Report) by 95.0% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Pacific Excel Wealth Advisors Inc. Takes Position in XPEL, Inc. $XPEL
Pacific Excel Wealth Advisors Inc. bought a new position in shares of XPEL, Inc. (NASDAQ:XPEL – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
NerdWallet (NRDS) to Release Earnings on Thursday
NerdWallet (NASDAQ:NRDS – Get Free Report) is anticipated to issue its Q2 2026 results after the market closes on Thursday, August 6th. Analysts expect the company to announce earnings of $0.08 per share and revenue of $195.3020... More of this article »
CGN Advisors LLC Reduces Stock Position in Arista Networks, Inc. $ANET
CGN Advisors LLC trimmed its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 11.7% during the second quarter, HoldingsChannel.com reports. The firm owned 22,359 shares of the technology company’s stock after... More of this article »
GAMMA Investing LLC Has $26.99 Million Stake in iShares National Muni Bond ETF $MUB
GAMMA Investing LLC increased its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 17.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Pacific Excel Wealth Advisors Inc. Purchases Shares of 1,496 Applied Materials, Inc. $AMAT
Pacific Excel Wealth Advisors Inc. acquired a new stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Pacific Excel Wealth Advisors Inc. Acquires New Position in Lowe’s Companies, Inc. $LOW
Pacific Excel Wealth Advisors Inc. bought a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
21,344 Shares in iShares Core Total USD Bond Market ETF $IUSB Purchased by Pacific Excel Wealth Advisors Inc.
Pacific Excel Wealth Advisors Inc. acquired a new position in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and... More of this article »
Civista Bancshares (NASDAQ:CIVB) Reaches New 12-Month High – Here’s What Happened
Civista Bancshares, Inc. (NASDAQ:CIVB – Get Free Report) shares reached a new 52-week high during trading on Monday . The company traded as high as $29.97 and last traded at $29.4130, with a volume of 5072 shares changing hands.... More of this article »
Stableford Capital II LLC Has $255,000 Holdings in iShares U.S. Treasury Bond ETF $GOVT
Stableford Capital II LLC lessened its holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 88.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Canandaigua National Bank & Trust Co. Invests $6.75 Million in Mastercard Incorporated $MA
Canandaigua National Bank & Trust Co. bought a new stake in Mastercard Incorporated (NYSE:MA – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Financial Enhancement Group LLC Acquires 30,131 Shares of Avantis International Equity ETF $AVDE
Financial Enhancement Group LLC raised its holdings in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 9.2% during the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
MassMutual Private Wealth & Trust FSB Grows Stock Holdings in Invesco QQQ $QQQ
MassMutual Private Wealth & Trust FSB grew its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 198.1% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Citizens (CIA) Projected to Release Earnings on Thursday
Citizens (NYSE:CIA – Get Free Report) is anticipated to issue its Q2 2026 results before the market opens on Thursday, August 6th. Analysts expect Citizens to announce earnings of $0.07 per share and revenue of $63.8530 million... More of this article »
Pacer Advisors Inc. Lowers Stock Position in Citigroup Inc. $C
Pacer Advisors Inc. lessened its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 51.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 87,452 shares... More of this article »
Pacer Advisors Inc. Sells 21,028 Shares of Insight Enterprises, Inc. $NSIT
Pacer Advisors Inc. trimmed its stake in shares of Insight Enterprises, Inc. (NASDAQ:NSIT – Free Report) by 13.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Weekly Investment Analysts’ Ratings Updates for Ethos Technologies Inc. Class A Common Stock (LIFE)
A number of firms have modified their ratings and price targets on shares of Ethos Technologies Inc. Class A Common Stock (NASDAQ: LIFE) recently: 8/4/2026 – Ethos Technologies Inc. Class A Common Stock was given a new $33.00... More of this article »
Karat Packaging (KRT) Projected to Release Quarterly Earnings on Thursday
Karat Packaging (NASDAQ:KRT – Get Free Report) will likely be issuing its Q2 2026 results after the market closes on Thursday, August 6th. Analysts expect Karat Packaging to announce earnings of $0.51 per share and revenue of... More of this article »
Merck KGaA (MKGAF) Projected to Announce Quarterly Earnings on Thursday
Merck KGaA (OTCMKTS:MKGAF – Get Free Report) is expected to release its results before the market opens on Thursday, August 6th. Analysts expect the company to announce earnings of $2.31 per share and revenue of $6.0418 billion... More of this article »
Bankwell Financial Group (NASDAQ:BWFG) Insider Ryan Jason Hildebrand Sells 2,246 Shares
Bankwell Financial Group, Inc. (NASDAQ:BWFG – Get Free Report) insider Ryan Jason Hildebrand sold 2,246 shares of the firm’s stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price... More of this article »
Vanguard FTSE Emerging Markets ETF $VWO Shares Acquired by Parallel Advisors LLC
Parallel Advisors LLC increased its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 10.1% during the 1st quarter, HoldingsChannel reports. The firm owned 337,357 shares of the exchange traded fund’s... More of this article »
iShares Global Tech ETF $IXN Shares Purchased by Parallel Advisors LLC
Parallel Advisors LLC raised its stake in shares of iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 1.6% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Pine Valley Investments Ltd Liability Co Invests $693,000 in Vanguard Total World Stock ETF $VT
Pine Valley Investments Ltd Liability Co bought a new position in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Charles River Laboratories International, Inc. $CRL Shares Acquired by The Manufacturers Life Insurance Company
The Manufacturers Life Insurance Company lifted its holdings in Charles River Laboratories International, Inc. (NYSE:CRL – Free Report) by 17.4% in the 1st quarter, HoldingsChannel reports. The firm owned 43,471 shares of the... More of this article »
Royal Bank of Canada Trims Stock Position in Global X Nasdaq 100 Covered Call ETF $QYLD
Royal Bank of Canada cut its holdings in shares of Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Free Report) by 2.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Janus Henderson Group PLC Sells 1,050,980 Shares of HDFC Bank Limited $HDB
Janus Henderson Group PLC lessened its holdings in shares of HDFC Bank Limited (NYSE:HDB – Free Report) by 72.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
NewEdge Advisors LLC Has $327,000 Stock Position in Fidelity Enhanced Mid Cap ETF $FMDE
NewEdge Advisors LLC lowered its position in Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 85.8% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Costco Wholesale Corporation $COST Stock Position Raised by Carderock Capital Management Inc.
Carderock Capital Management Inc. grew its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 11.4% in the 2nd quarter, according to the company in its most recent filing with the Securities and... More of this article »
Palo Alto Networks, Inc. $PANW Shares Purchased by GAMMA Investing LLC
GAMMA Investing LLC increased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 19.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Segall Bryant & Hamill LLC Makes New Investment in SPDR S&P Dividend ETF $SDY
Segall Bryant & Hamill LLC bought a new stake in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
55,938 Shares in Liquidia Corporation $LQDA Purchased by Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC bought a new stake in shares of Liquidia Corporation (NASDAQ:LQDA – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
34,752 Shares in Bristow Group Inc. $VTOL Bought by Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC bought a new stake in Bristow Group Inc. (NYSE:VTOL – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
GAMMA Investing LLC Purchases 3,945 Shares of Texas Instruments Incorporated $TXN
GAMMA Investing LLC boosted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 17.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Visa Inc. $V Holdings Raised by GAMMA Investing LLC
GAMMA Investing LLC raised its stake in shares of Visa Inc. (NYSE:V – Free Report) by 15.0% in the second quarter, HoldingsChannel reports. The institutional investor owned 60,455 shares of the credit-card processor’s... More of this article »
SPDR Portfolio Developed World ex-US ETF $SPDW is CGN Advisors LLC’s 3rd Largest Position
CGN Advisors LLC grew its holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 5.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Qualcomm Incorporated $QCOM Position Boosted by GAMMA Investing LLC
GAMMA Investing LLC raised its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 27.4% during the 2nd quarter, HoldingsChannel reports. The fund owned 28,085 shares of the wireless technology company’s... More of this article »
Chemed (NYSE:CHE) CEO Kevin Mcnamara Sells 2,000 Shares
Chemed Corporation (NYSE:CHE – Get Free Report) CEO Kevin Mcnamara sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $539.51, for... More of this article »
Janus Henderson Group PLC Acquires 221,985 Shares of Nu Holdings Ltd. $NU
Janus Henderson Group PLC increased its holdings in Nu Holdings Ltd. (NYSE:NU – Free Report) by 35.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Janus Henderson Group PLC Sells 2,110,773 Shares of VICI Properties Inc. $VICI
Janus Henderson Group PLC cut its position in shares of VICI Properties Inc. (NYSE:VICI – Free Report) by 82.0% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 464,856 shares of the company’s... More of this article »
Quantinno Capital Management LP Boosts Holdings in Restaurant Brands International Inc. $QSR
Quantinno Capital Management LP raised its position in Restaurant Brands International Inc. (NYSE:QSR – Free Report) (TSE:QSR) by 78.5% during the 1st quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Lazard Asset Management LLC Invests $1.42 Million in Ooma, Inc. $OOMA
Lazard Asset Management LLC purchased a new position in shares of Ooma, Inc. (NYSE:OOMA – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased... More of this article »
Leidos Q2 Earnings Call Highlights
Leidos (NYSE:LDOS) reported second-quarter fiscal 2026 revenue growth of 7% year over year to a record $4.56 billion, supported by demand across defense, homeland security, intelligence and digital businesses. The company raised portions... More of this article »
Head-To-Head Review: Eureka Acquisition (NASDAQ:EURK) and Nukkleus (NASDAQ:DFNS)
Nukkleus (NASDAQ:DFNS – Get Free Report) and Eureka Acquisition (NASDAQ:EURK – Get Free Report) are both small-cap industrials companies, but which is the better investment? We will compare the two businesses based on the... More of this article »
Rep. April McClain Delaney Purchases Martin Marietta Materials, Inc. (NYSE:MLM) Stock
Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Martin Marietta Materials, Inc. (NYSE:MLM). In a filing disclosed on August 03rd, the Representative disclosed that they had bought between $1,001... More of this article »