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Estate Counselors LLC Invests $642,000 in SPDR Portfolio S&P 600 Small Cap ETF $SPSM
Estate Counselors LLC acquired a new stake in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund acquired 13,295 shares of the company’s stock,... More of this article »
Estate Counselors LLC Cuts Position in iShares Short Treasury Bond ETF $SHV
Estate Counselors LLC decreased its position in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 80.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Envision Financial Planning LLC Has $25.56 Million Holdings in Fidelity Total Bond ETF $FBND
Envision Financial Planning LLC boosted its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 12.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 560,272... More of this article »
KCM Investment Advisors LLC Sells 2,121 Shares of Trane Technologies plc $TT
KCM Investment Advisors LLC cut its stake in Trane Technologies plc (NYSE:TT – Free Report) by 2.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Estate Counselors LLC Takes Position in MetLife, Inc. $MET
Estate Counselors LLC bought a new stake in MetLife, Inc. (NYSE:MET – Free Report) during the first quarter, Holdings Channel.com reports. The fund bought 24,750 shares of the financial services provider’s stock, valued... More of this article »
Rule One Partners LLC Sells 11,500 Shares of ASML Holding N.V. $ASML
Rule One Partners LLC decreased its holdings in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 61.8% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,101 shares... More of this article »
Lazard Asset Management LLC Has $63.83 Million Stock Holdings in TechnipFMC plc $FTI
Lazard Asset Management LLC boosted its position in TechnipFMC plc (NYSE:FTI – Free Report) by 29.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Lazard Asset Management LLC Purchases 28,214 Shares of NXP Semiconductors N.V. $NXPI
Lazard Asset Management LLC lifted its position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 8.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Estate Counselors LLC Sells 50,548 Shares of General Motors Company $GM
Estate Counselors LLC decreased its stake in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 67.4% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 24,412 shares of the auto manufacturer’s... More of this article »
Estate Counselors LLC Has $2 Million Position in Lumentum Holdings Inc. $LITE
Estate Counselors LLC lessened its holdings in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 75.3% during the 1st quarter, Holdings Channel.com reports. The fund owned 2,843 shares of the technology company’s... More of this article »
Estate Counselors LLC Lowers Holdings in Fidelity MSCI Utilities Index ETF $FUTY
Estate Counselors LLC lowered its holdings in Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY – Free Report) by 35.3% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Infrastructure Capital Advisors LLC Purchases Shares of 9,937 Brighthouse Financial, Inc. $BHF
Infrastructure Capital Advisors LLC acquired a new position in shares of Brighthouse Financial, Inc. (NASDAQ:BHF – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
iShares 10-20 Year Treasury Bond ETF $TLH is Estate Counselors LLC’s 4th Largest Position
Estate Counselors LLC raised its position in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 125.6% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 265,219 shares of... More of this article »
Evelyn Partners Asset Management Ltd Lowers Stock Position in Novo Nordisk A/S $NVO
Evelyn Partners Asset Management Ltd reduced its holdings in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 69.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
First Trust Long/Short Equity ETF $FTLS Shares Bought by IMG Wealth Management Inc.
IMG Wealth Management Inc. grew its holdings in shares of First Trust Long/Short Equity ETF (NYSEARCA:FTLS – Free Report) by 9.7% in the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Evelyn Partners Asset Management Ltd Increases Position in Vanguard FTSE Pacific ETF $VPL
Evelyn Partners Asset Management Ltd increased its stake in Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 6.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Lazard Asset Management LLC Has $107.92 Million Stock Holdings in Zoetis Inc. $ZTS
Lazard Asset Management LLC trimmed its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 14.9% in the first quarter, HoldingsChannel.com reports. The fund owned 912,970 shares of the company’s stock after selling... More of this article »
Infrastructure Capital Advisors LLC Buys 7,742 Shares of Morgan Stanley $MS
Infrastructure Capital Advisors LLC grew its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 637.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
StoneCo Ltd. $STNE is Squadra Investments Gestao DE Recursos LTDA.’s 3rd Largest Position
Squadra Investments Gestao DE Recursos LTDA. grew its position in StoneCo Ltd. (NASDAQ:STNE – Free Report) by 435.5% in the 1st quarter, Holdings Channel.com reports. The fund owned 6,662,253 shares of the company’s stock... More of this article »
Glen Eagle Advisors LLC Buys 56,353 Shares of BNY Mellon Core Bond ETF $BKAG
Glen Eagle Advisors LLC lifted its stake in shares of BNY Mellon Core Bond ETF (NYSEARCA:BKAG – Free Report) by 8.5% in the 1st quarter, Holdings Channel reports. The institutional investor owned 716,350 shares of the company’s... More of this article »
Glen Eagle Advisors LLC Has $1.08 Million Stock Position in Schwab US Dividend Equity ETF $SCHD
Glen Eagle Advisors LLC increased its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 1,351.6% during the first quarter, Holdings Channel reports. The firm owned 35,347 shares of the company’s stock... More of this article »
Hawk Ridge Capital Management LP Invests $9.64 Million in Archrock, Inc. $AROC
Hawk Ridge Capital Management LP acquired a new position in Archrock, Inc. (NYSE:AROC – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Hawk Ridge Capital Management LP Invests $43.08 Million in Globus Medical, Inc. $GMED
Hawk Ridge Capital Management LP acquired a new stake in Globus Medical, Inc. (NYSE:GMED – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Quadcap Wealth Management LLC Makes New Investment in Comfort Systems USA, Inc. $FIX
Quadcap Wealth Management LLC acquired a new position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the first quarter, HoldingsChannel reports. The institutional investor acquired 341 shares of the construction company’s... More of this article »
Saba Capital Management L.P. Has $5.98 Million Stock Holdings in Bancroft Fund Limited $BCV
Saba Capital Management L.P. trimmed its position in Bancroft Fund Limited (NYSEAMERICAN:BCV – Free Report) by 23.2% during the first quarter, HoldingsChannel.com reports. The fund owned 277,479 shares of the financial services... More of this article »
Soroban Capital Partners LP Lowers Stock Position in Entergy Corporation $ETR
Soroban Capital Partners LP trimmed its holdings in Entergy Corporation (NYSE:ETR – Free Report) by 46.5% during the first quarter, HoldingsChannel.com reports. The fund owned 1,723,304 shares of the utilities provider’s... More of this article »
Hawk Ridge Capital Management LP Raises Stock Position in Liberty Media Corporation – Liberty Formula One Series C $FWONK
Hawk Ridge Capital Management LP lifted its holdings in shares of Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK – Free Report) by 38.9% in the 1st quarter, Holdings Channel reports. The institutional... More of this article »
Maverick Capital Ltd. Buys New Shares in NRG Energy, Inc. $NRG
Maverick Capital Ltd. bought a new position in shares of NRG Energy, Inc. (NYSE:NRG – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund bought 10,537 shares of the utilities provider’s stock, valued... More of this article »
XTL Biopharmaceuticals Ltd. (NASDAQ:XTLB) Short Interest Update
XTL Biopharmaceuticals Ltd. (NASDAQ:XTLB – Get Free Report) was the recipient of a significant increase in short interest in July. As of July 15th, there was short interest totaling 36,172 shares, an increase of 286.4% from... More of this article »
HarbourVest Global Private Equity Ltd. (OTCMKTS:HVPQF) Sees Significant Growth in Short Interest
HarbourVest Global Private Equity Ltd. (OTCMKTS:HVPQF – Get Free Report) saw a large increase in short interest during the month of July. As of July 15th, there was short interest totaling 1,144 shares, an increase of 281.3%... More of this article »
GE Aerospace $GE Shares Acquired by Evelyn Partners Investment Management Services Ltd
Evelyn Partners Investment Management Services Ltd lifted its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 105.1% during the 1st quarter, Holdings Channel reports. The fund owned 6,394 shares of the company’s... More of this article »
Evelyn Partners Investment Management LLP Sells 22,858 Shares of American Tower Corporation $AMT
Evelyn Partners Investment Management LLP lessened its holdings in American Tower Corporation (NYSE:AMT – Free Report) by 41.9% during the first quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Evelyn Partners Investment Management LLP Grows Stock Holdings in CocaCola Company (The) $KO
Evelyn Partners Investment Management LLP grew its position in CocaCola Company (The) (NYSE:KO – Free Report) by 2.5% in the first quarter, HoldingsChannel reports. The institutional investor owned 993,773 shares of the company’s... More of this article »
Crh Plc $CRH Holdings Decreased by Evelyn Partners Investment Management Europe Ltd
Evelyn Partners Investment Management Europe Ltd lowered its position in Crh Plc (NYSE:CRH – Free Report) by 2.8% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Vicarious Surgical (RBOT) Projected to Release Earnings on Thursday
Vicarious Surgical (NYSE:RBOT – Get Free Report) is anticipated to announce its Q2 2026 resultson Thursday, July 30th. Analysts expect Vicarious Surgical to announce earnings of ($1.15) per share for the quarter. Individuals... More of this article »
UCB (UCBJY) to Release Quarterly Earnings on Thursday
UCB (OTCMKTS:UCBJY – Get Free Report) is expected to be issuing its resultson Thursday, July 30th. Analysts expect the company to post earnings of $2.91 per share and revenue of $4.6424 billion for the quarter. UCB Stock Up... More of this article »
Evelyn Partners Investment Management Services Ltd Has $1.33 Million Stock Holdings in Ferrari N.V. $RACE
Evelyn Partners Investment Management Services Ltd lifted its position in shares of Ferrari N.V. (NYSE:RACE – Free Report) by 105.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Evelyn Partners Investment Management LLP Buys 3,418 Shares of Rockwell Automation, Inc. $ROK
Evelyn Partners Investment Management LLP boosted its stake in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 145.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
DXC Technology (DXC) Projected to Post Quarterly Earnings on Thursday
DXC Technology (NYSE:DXC – Get Free Report) is expected to be issuing its Q1 2027 results after the market closes on Thursday, July 30th. Analysts expect DXC Technology to announce earnings of $0.42 per share and revenue of... More of this article »
Quantinno Capital Management LP Purchases 75,604 Shares of Allison Transmission Holdings, Inc. $ALSN
Quantinno Capital Management LP grew its holdings in shares of Allison Transmission Holdings, Inc. (NYSE:ALSN – Free Report) by 9.5% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
The Sherwin-Williams Company $SHW Stake Decreased by Evercore Wealth Management LLC
Evercore Wealth Management LLC reduced its holdings in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 3.4% during the 1st quarter, Holdings Channel reports. The fund owned 95,482 shares of the specialty chemicals company’s... More of this article »
Waverly Advisors LLC Increases Stock Holdings in iShares 1-3 Year Treasury Bond ETF $SHY
Waverly Advisors LLC raised its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 48.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Sei Investments Co. Acquires 9,867 Shares of Diamondback Energy, Inc. $FANG
Sei Investments Co. boosted its holdings in shares of Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 7.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Lombard Odier Asset Management Switzerland SA Has $1.78 Million Position in Barrick Mining Corporation $B
Lombard Odier Asset Management Switzerland SA grew its stake in Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) by 72.7% in the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Evercore Wealth Management LLC Reduces Stock Position in ExxonMobil Corporation $XOM
Evercore Wealth Management LLC lessened its holdings in ExxonMobil Corporation (NYSE:XOM – Free Report) by 7.1% during the 1st quarter, HoldingsChannel.com reports. The fund owned 75,605 shares of the oil and gas company’s... More of this article »
Evercore Wealth Management LLC Acquires 63,090 Shares of Vanguard FTSE Europe ETF $VGK
Evercore Wealth Management LLC increased its holdings in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 87.5% during the 1st quarter, Holdings Channel reports. The institutional investor owned 135,194 shares... More of this article »
Sei Investments Co. Sells 33,038 Shares of Vistra Corp. $VST
Sei Investments Co. trimmed its holdings in shares of Vistra Corp. (NYSE:VST – Free Report) by 15.3% in the first quarter, HoldingsChannel.com reports. The fund owned 182,782 shares of the company’s stock after selling... More of this article »
OMERS ADMINISTRATION Corp Trims Stock Holdings in Broadcom Inc. $AVGO
OMERS ADMINISTRATION Corp cut its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 38.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »