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Modern Wealth Management LLC Sells 130,751 Shares of Invesco S&P 500 GARP ETF $SPGP
Modern Wealth Management LLC cut its stake in shares of Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 54.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
55,510 Shares in UiPath, Inc. $PATH Bought by Oak Associates Ltd. OH
Oak Associates Ltd. OH bought a new position in shares of UiPath, Inc. (NYSE:PATH – Free Report) in the first quarter, HoldingsChannel reports. The fund bought 55,510 shares of the company’s stock, valued at approximately... More of this article »
Knott David M Jr Grows Position in Centessa Pharmaceuticals PLC Sponsored ADR $CNTA
Knott David M Jr boosted its holdings in shares of Centessa Pharmaceuticals PLC Sponsored ADR (NASDAQ:CNTA – Free Report) by 875.0% during the 1st quarter, Holdings Channel reports. The fund owned 39,000 shares of the company’s... More of this article »
Oak Associates Ltd. OH Sells 1,050 Shares of McKesson Corporation $MCK
Oak Associates Ltd. OH lessened its holdings in shares of McKesson Corporation (NYSE:MCK – Free Report) by 8.2% during the first quarter, Holdings Channel.com reports. The firm owned 11,814 shares of the company’s stock... More of this article »Mizuho Markets Americas LLC Acquires Shares of 12,300 VanEck Semiconductor ETF $SMH
Mizuho Markets Americas LLC bought a new position in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) during the 1st quarter, HoldingsChannel.com reports. The institutional investor bought 12,300 shares of the... More of this article »
Towle & Co. Takes $1.61 Million Position in iShares MSCI Intl Value Factor ETF $IVLU
Towle & Co. acquired a new stake in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) in the 1st quarter, Holdings Channel.com reports. The institutional investor acquired 40,661 shares of the... More of this article »
WEC Energy Group, Inc. $WEC Shares Sold by Keebeck Wealth Management
Keebeck Wealth Management reduced its stake in shares of WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 27.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »Orleans Capital Management Corp LA Has $4.06 Million Holdings in VanEck Semiconductor ETF $SMH
Orleans Capital Management Corp LA lowered its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 14.2% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 10,591 shares of... More of this article »
Oak Associates Ltd. OH Makes New Investment in Intuit Inc. $INTU
Oak Associates Ltd. OH purchased a new stake in Intuit Inc. (NASDAQ:INTU – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Liberty One Investment Management LLC Increases Stock Position in Invesco QQQ $QQQ
Liberty One Investment Management LLC lifted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 1,378.6% in the first quarter, HoldingsChannel.com reports. The fund owned 2,898 shares of the exchange traded fund’s... More of this article »
Mondelez International, Inc. $MDLZ Shares Sold by Liberty One Investment Management LLC
Liberty One Investment Management LLC trimmed its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 16.9% during the 1st quarter, Holdings Channel.com reports. The firm owned 260,918 shares of the company’s... More of this article »
Liberty One Investment Management LLC Acquires 4,970 Shares of Motorola Solutions, Inc. $MSI
Liberty One Investment Management LLC lifted its stake in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 11.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Towle & Co. Sells 115,628 Shares of Peabody Energy Corporation $BTU
Towle & Co. reduced its stake in Peabody Energy Corporation (NYSE:BTU – Free Report) by 36.8% during the first quarter, HoldingsChannel.com reports. The fund owned 198,567 shares of the coal producer’s stock after... More of this article »
Liberty One Investment Management LLC Buys 12,166 Shares of Johnson & Johnson $JNJ
Liberty One Investment Management LLC raised its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 8.5% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 156,093 shares... More of this article »
Liberty One Investment Management LLC Increases Holdings in The Travelers Companies, Inc. $TRV
Liberty One Investment Management LLC boosted its position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 30.3% during the 1st quarter, according to its most recent 13F filing with the Securities &... More of this article »
1,394,400 Shares in Entergy Corporation $ETR Purchased by Mizuho Markets Americas LLC
Mizuho Markets Americas LLC purchased a new position in shares of Entergy Corporation (NYSE:ETR – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
BlackRock $BLK Shares Purchased by Liberty One Investment Management LLC
Liberty One Investment Management LLC increased its holdings in shares of BlackRock (NYSE:BLK – Free Report) by 30.7% in the 1st quarter, HoldingsChannel reports. The firm owned 4,861 shares of the asset manager’s stock... More of this article »
Towle & Co. Sells 40,560 Shares of Eastern Bankshares, Inc. $EBC
Towle & Co. lowered its position in Eastern Bankshares, Inc. (NASDAQ:EBC – Free Report) by 20.2% in the 1st quarter, Holdings Channel reports. The firm owned 160,260 shares of the company’s stock after selling 40,560... More of this article »
Zoetis Inc. $ZTS Position Increased by Mizuho Markets Americas LLC
Mizuho Markets Americas LLC boosted its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 283.4% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Systematic Financial Management LP Sells 15,215 Shares of Kaiser Aluminum Corporation $KALU
Systematic Financial Management LP lowered its stake in shares of Kaiser Aluminum Corporation (NASDAQ:KALU – Free Report) by 5.9% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 242,995... More of this article »
Infusive Asset Management Inc. Decreases Stock Holdings in CocaCola Company (The) $KO
Infusive Asset Management Inc. reduced its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 27.3% in the first quarter, HoldingsChannel reports. The institutional investor owned 96,519 shares of the company’s... More of this article »
Mizuho Markets Americas LLC Invests $81.15 Million in Exelon Corporation $EXC
Mizuho Markets Americas LLC acquired a new position in shares of Exelon Corporation (NASDAQ:EXC – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The fund acquired 1,655,400... More of this article »
Mizuho Markets Americas LLC Has $28.98 Million Stock Holdings in Lam Research Corporation $LRCX
Mizuho Markets Americas LLC raised its holdings in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 1.2% in the 1st quarter, HoldingsChannel.com reports. The fund owned 135,661 shares of the semiconductor company’s... More of this article »
Dividend Stocks To Research – July 21st
AT&T, International Business Machines, ProShares UltraPro Short QQQ, Utz Brands, Chevron, PepsiCo, and Hasbro are the seven Dividend stocks to watch today, according to MarketBeat’s stock screener tool. Dividend stocks... More of this article »
Orvieto Partners L.P. Decreases Stock Holdings in Boyd Gaming Corporation $BYD
Orvieto Partners L.P. cut its stake in Boyd Gaming Corporation (NYSE:BYD – Free Report) by 75.0% in the first quarter, Holdings Channel.com reports. The firm owned 10,000 shares of the company’s stock after selling 30,000... More of this article »
Infusive Asset Management Inc. Boosts Stock Position in Spotify Technology $SPOT
Infusive Asset Management Inc. increased its stake in shares of Spotify Technology (NYSE:SPOT – Free Report) by 17.1% during the first quarter, HoldingsChannel.com reports. The firm owned 10,275 shares of the company’s... More of this article »
Analog Devices, Inc. $ADI Shares Bought by Inceptionr LLC
Inceptionr LLC grew its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 46.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
WealthShield Partners LLC Has $10.50 Million Position in Amazon.com, Inc. $AMZN
WealthShield Partners LLC grew its position in Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 5.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 50,408 shares... More of this article »
Militia Capital Management LLC Makes New $572,000 Investment in S&P Global Inc. $SPGI
Militia Capital Management LLC purchased a new position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) during the first quarter, Holdings Channel.com reports. The fund purchased 1,345 shares of the business services... More of this article »
KB Home $KBH Shares Sold by Systematic Financial Management LP
Systematic Financial Management LP reduced its position in KB Home (NYSE:KBH – Free Report) by 3.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Charles River Laboratories International, Inc. (NYSE:CRL) Receives Average Rating of “Moderate Buy” from Analysts
Charles River Laboratories International, Inc. (NYSE:CRL – Get Free Report) has received an average recommendation of “Moderate Buy” from the sixteen analysts that are presently covering the firm, Marketbeat.com... More of this article »
Analysts Set Semtech Corporation (NASDAQ:SMTC) PT at $189.07
Shares of Semtech Corporation (NASDAQ:SMTC – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the eighteen brokerages that are currently covering the stock, MarketBeat.com reports. One... More of this article »
Markel Group Inc. (NYSE:MKL) Receives Consensus Recommendation of “Reduce” from Brokerages
Markel Group Inc. (NYSE:MKL – Get Free Report) has earned an average rating of “Reduce” from the six brokerages that are covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell... More of this article »
Sandisk Corporation $SNDK Shares Sold by NewEdge Wealth LLC
NewEdge Wealth LLC decreased its holdings in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) by 6.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Sphere Entertainment Co. $SPHR Shares Sold by Systematic Financial Management LP
Systematic Financial Management LP lessened its stake in shares of Sphere Entertainment Co. (NYSE:SPHR – Free Report) by 2.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Schwab US Small-Cap ETF $SCHA is RMG Wealth Management LLC’s 7th Largest Position
RMG Wealth Management LLC reduced its position in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 70.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
iShares Bitcoin Trust ETF $IBIT Shares Sold by PBCay One RSC Ltd
PBCay One RSC Ltd lessened its stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 20.6% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Militia Capital Management LLC Takes Position in Duolingo, Inc. $DUOL
Militia Capital Management LLC bought a new stake in shares of Duolingo, Inc. (NASDAQ:DUOL – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
iShares Bitcoin Trust ETF $IBIT Stock Position Decreased by Spear Holdings RSC Ltd
Spear Holdings RSC Ltd trimmed its position in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 20.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Systematic Financial Management LP Sells 46,434 Shares of Vishay Intertechnology, Inc. $VSH
Systematic Financial Management LP lessened its stake in shares of Vishay Intertechnology, Inc. (NYSE:VSH – Free Report) by 3.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
M.D. Sass LLC Has $45.95 Million Stake in Aon plc $AON
M.D. Sass LLC increased its stake in Aon plc (NYSE:AON – Free Report) by 31.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 142,362 shares... More of this article »
Public Employees Retirement System of Ohio Increases Holdings in Lockheed Martin Corporation $LMT
Public Employees Retirement System of Ohio lifted its stake in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 1.1% during the first quarter, according to the company in its most recent 13F filing with the... More of this article »
Chart Industries, Inc. $GTLS Position Increased by PSquared Asset Management AG
PSquared Asset Management AG raised its position in Chart Industries, Inc. (NYSE:GTLS – Free Report) by 6.1% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 117,407 shares of the... More of this article »
Goldman Sachs S&P 500 Core Premium Income ETF $GPIX Shares Purchased by Modern Wealth Management LLC
Modern Wealth Management LLC boosted its holdings in Goldman Sachs S&P 500 Core Premium Income ETF (NASDAQ:GPIX – Free Report) by 127.3% during the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
Pennington Partners & CO. LLC Has $18.34 Million Stock Position in Vanguard Russell 3000 ETF $VTHR
Pennington Partners & CO. LLC increased its position in shares of Vanguard Russell 3000 ETF (NASDAQ:VTHR – Free Report) by 38.9% during the first quarter, according to the company in its most recent disclosure with the... More of this article »
iShares U.S. Small Cap Equity Factor ETF $SMLF Stock Holdings Boosted by Modern Wealth Management LLC
Modern Wealth Management LLC grew its position in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) by 45.1% during the 1st quarter, Holdings Channel reports. The firm owned 733,974 shares of the... More of this article »
Klingman & Associates LLC Boosts Stock Position in iShares Core MSCI EAFE ETF $IEFA
Klingman & Associates LLC lifted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 5.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Public Employees Retirement System of Ohio Buys 8,358 Shares of Lowe’s Companies, Inc. $LOW
Public Employees Retirement System of Ohio boosted its stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 3.7% during the 1st quarter, according to the company in its most recent filing with the Securities &... More of this article »
