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Trek Financial LLC Has $7.06 Million Stake in Meta Platforms, Inc. (NASDAQ:META)
Trek Financial LLC raised its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 224.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Meta Platforms (NASDAQ:META) Price Target Raised to $765.00
Meta Platforms (NASDAQ:META – Free Report) had its price objective lifted by Bank of America from $690.00 to $765.00 in a report published on Thursday morning,Benzinga reports. Bank of America currently has a buy rating on the... More of this article »
Nasdaq (NASDAQ:NDAQ) Price Target Raised to $101.00
Nasdaq (NASDAQ:NDAQ – Free Report) had its price objective upped by Barclays from $84.00 to $101.00 in a research note published on Thursday,Benzinga reports. They currently have an overweight rating on the financial services... More of this article »
Southwest Airlines (NYSE:LUV) Stock Price Expected to Rise, Barclays Analyst Says
Southwest Airlines (NYSE:LUV – Free Report) had its price objective hoisted by Barclays from $26.00 to $34.00 in a research note released on Thursday,Benzinga reports. Barclays currently has an equal weight rating on the airline’s... More of this article »
ADENTRA Inc. (TSE:ADEN) Receives Average Rating of “Buy” from Analysts
Shares of ADENTRA Inc. (TSE:ADEN – Get Free Report) have been assigned a consensus rating of “Buy” from the eight analysts that are currently covering the firm, MarketBeat Ratings reports. One investment analyst... More of this article »
WPP (LON:WPP) Hits New 52-Week Low After Analyst Downgrade
WPP plc (LON:WPP – Get Free Report)’s share price reached a new 52-week low during trading on Friday after JPMorgan Chase & Co. lowered their price target on the stock from GBX 590 to GBX 480. JPMorgan Chase &... More of this article »
Diversify Wealth Management LLC Buys 3,564 Shares of Amgen Inc. (NASDAQ:AMGN)
Diversify Wealth Management LLC boosted its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 52.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Retail Stocks To Follow Today – July 9th
Tesla, Apple, Microsoft, Amazon.com, UnitedHealth Group, Micron Technology, and Alibaba Group are the seven Retail stocks to watch today, according to MarketBeat’s stock screener tool. Retail stocks are shares of publicly traded... More of this article »
Rational Advisors Inc. Has $2.59 Million Holdings in Blackstone Inc. (NYSE:BX)
Rational Advisors Inc. trimmed its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 9.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Grant GrossMendelsohn LLC Acquires 88 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Grant GrossMendelsohn LLC boosted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.0% during the first quarter, Holdings Channel reports. The institutional investor owned 8,629 shares of the company’s... More of this article »
SkyOak Wealth LLC Boosts Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
SkyOak Wealth LLC boosted its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Coyle Financial Counsel LLC Increases Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Coyle Financial Counsel LLC lifted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.1% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Netflix (NASDAQ:NFLX) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says
Netflix (NASDAQ:NFLX – Free Report) had its price target upped by JPMorgan Chase & Co. from $1,220.00 to $1,230.00 in a research note published on Friday,Benzinga reports. They currently have a neutral rating on the Internet... More of this article »
Forum Private Client Group LLC Decreases Stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
Forum Private Client Group LLC cut its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.6% in the 1st quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Invesco QQQ (NASDAQ:QQQ) Position Lowered by Blue Square Asset Management LLC
Blue Square Asset Management LLC cut its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 26.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
B & T Capital Management DBA Alpha Capital Management Increases Holdings in Tesla, Inc. (NASDAQ:TSLA)
B & T Capital Management DBA Alpha Capital Management lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 95.6% during the 1st quarter, according to its most recent filing with the Securities and... More of this article »
Family Firm Inc. Buys 82 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
Family Firm Inc. grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.3% during the first quarter, HoldingsChannel reports. The firm owned 24,464 shares of the company’s stock after buying... More of this article »
B & T Capital Management DBA Alpha Capital Management Trims Stock Holdings in Palo Alto Networks, Inc. (NASDAQ:PANW)
B & T Capital Management DBA Alpha Capital Management trimmed its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 2.7% during the 1st quarter, Holdings Channel.com reports. The firm owned 22,599 shares... More of this article »
Focused Wealth Management Inc Purchases New Shares in Vistra Corp. (NYSE:VST)
Focused Wealth Management Inc purchased a new stake in Vistra Corp. (NYSE:VST – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
B & T Capital Management DBA Alpha Capital Management Purchases 11 Shares of BlackRock (NYSE:BLK)
B & T Capital Management DBA Alpha Capital Management increased its stake in shares of BlackRock (NYSE:BLK – Free Report) by 0.2% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Acorn Wealth Advisors LLC Boosts Stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Acorn Wealth Advisors LLC raised its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 10.9% in the first quarter, Holdings Channel.com reports. The fund owned 19,319 shares of the company’s... More of this article »
Rational Advisors Inc. Acquires Shares of 21,500 CocaCola Company (The) (NYSE:KO)
Rational Advisors Inc. bought a new position in shares of CocaCola Company (The) (NYSE:KO – Free Report) in the first quarter, Holdings Channel reports. The firm bought 21,500 shares of the company’s stock, valued at approximately... More of this article »
2,657 Shares in ConocoPhillips (NYSE:COP) Purchased by Riversedge Advisors LLC
Riversedge Advisors LLC purchased a new position in ConocoPhillips (NYSE:COP – Free Report) during the first quarter, Holdings Channel reports. The fund purchased 2,657 shares of the energy producer’s stock, valued at... More of this article »
B & T Capital Management DBA Alpha Capital Management Sells 869 Shares of Oracle Corporation (NYSE:ORCL)
B & T Capital Management DBA Alpha Capital Management trimmed its position in Oracle Corporation (NYSE:ORCL – Free Report) by 2.5% in the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Realta Investment Advisors Has $2 Million Position in VanEck Morningstar Wide Moat ETF (BATS:MOAT)
Realta Investment Advisors lessened its position in VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 18.7% in the first quarter, Holdings Channel.com reports. The firm owned 22,692 shares of the company’s... More of this article »
Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) Stock Holdings Decreased by Peirce Capital Management LLC
Peirce Capital Management LLC reduced its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 7.0% during the 1st quarter, according to the company in its most recent disclosure with the... More of this article »
Peirce Capital Management LLC Sells 4,244 Shares of Dimensional International Small Cap Value ETF (BATS:DISV)
Peirce Capital Management LLC cut its position in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 8.0% in the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Grant GrossMendelsohn LLC Cuts Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Grant GrossMendelsohn LLC lessened its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 9.1% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,744... More of this article »
PYA Waltman Capital LLC Has $8.81 Million Stock Holdings in Danaher Corporation (NYSE:DHR)
PYA Waltman Capital LLC boosted its stake in Danaher Corporation (NYSE:DHR – Free Report) by 25.5% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 42,986 shares of the... More of this article »
Martin Capital Advisors LLP Cuts Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)
Martin Capital Advisors LLP lessened its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 12.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 3,371 shares of the wireless... More of this article »
IFC Advisors LLC Acquires 225 Shares of Medtronic PLC (NYSE:MDT)
IFC Advisors LLC raised its position in shares of Medtronic PLC (NYSE:MDT – Free Report) by 7.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Cortland Associates Inc. MO Cuts Stake in Alphabet Inc. (NASDAQ:GOOG)
Cortland Associates Inc. MO reduced its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.4% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 186,683 shares of the information... More of this article »
Allworth Financial LP Grows Stake in McKesson Corporation (NYSE:MCK)
Allworth Financial LP boosted its position in McKesson Corporation (NYSE:MCK – Free Report) by 50.1% in the 1st quarter, HoldingsChannel.com reports. The firm owned 5,445 shares of the company’s stock after buying an additional... More of this article »
SkyOak Wealth LLC Trims Stock Holdings in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC)
SkyOak Wealth LLC lessened its holdings in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 2.3% in the first quarter, according to the company in its most recent filing with the... More of this article »
Wells Fargo & Company Issues Positive Forecast for KKR & Co. Inc. (NYSE:KKR) Stock Price
KKR & Co. Inc. (NYSE:KKR – Free Report) had its price objective raised by Wells Fargo & Company from $140.00 to $156.00 in a research note released on Friday morning,Benzinga reports. They currently have an overweight... More of this article »
FUKOKU MUTUAL LIFE INSURANCE Co Acquires 254 Shares of Rockwell Automation, Inc. (NYSE:ROK)
FUKOKU MUTUAL LIFE INSURANCE Co boosted its holdings in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 31.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
The Hartford Insurance Group, Inc. (NYSE:HIG) Shares Acquired by Park Square Financial Group LLC
Park Square Financial Group LLC raised its position in shares of The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) by 146.2% in the first quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Bridge Generations Wealth Management LLC Makes New Investment in JPMorgan Municipal ETF (BATS:JMUB)
Bridge Generations Wealth Management LLC bought a new position in JPMorgan Municipal ETF (BATS:JMUB – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The fund bought 63,288... More of this article »
iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH) Shares Sold by Bridge Generations Wealth Management LLC
Bridge Generations Wealth Management LLC lowered its stake in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 56.1% during the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Capital One Financial Corporation (NYSE:COF) Shares Sold by Xponance Inc.
Xponance Inc. lowered its position in Capital One Financial Corporation (NYSE:COF – Free Report) by 0.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Walker Financial Services Inc. Purchases New Position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO)
Walker Financial Services Inc. purchased a new stake in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The fund purchased... More of this article »
Fidelis Capital Partners LLC Has $705,000 Stock Position in American Tower Corporation (NYSE:AMT)
Fidelis Capital Partners LLC reduced its position in shares of American Tower Corporation (NYSE:AMT – Free Report) by 10.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
Stillwater Wealth Management Group Buys Shares of 1,629 RTX Corporation (NYSE:RTX)
Stillwater Wealth Management Group bought a new stake in shares of RTX Corporation (NYSE:RTX – Free Report) in the 1st quarter, HoldingsChannel reports. The fund bought 1,629 shares of the company’s stock, valued at approximately... More of this article »
Post Holdings, Inc. (NYSE:POST) is PYA Waltman Capital LLC’s 3rd Largest Position
PYA Waltman Capital LLC raised its position in Post Holdings, Inc. (NYSE:POST – Free Report) by 15.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 173,365 shares of... More of this article »
Stieven Capital Advisors L.P. Has $9.28 Million Stake in Preferred Bank (NASDAQ:PFBC)
Stieven Capital Advisors L.P. grew its stake in Preferred Bank (NASDAQ:PFBC – Free Report) by 0.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Dimensional International Value ETF (NYSEARCA:DFIV) Shares Sold by Lane & Associates LLC
Lane & Associates LLC reduced its stake in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 4.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Xponance Inc. Acquires 1,117 Shares of Cheniere Energy, Inc. (NYSE:LNG)
Xponance Inc. raised its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 3.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 33,474 shares of the energy company’s... More of this article »
Copart, Inc. (NASDAQ:CPRT) Shares Purchased by Diversify Wealth Management LLC
Diversify Wealth Management LLC increased its holdings in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) by 13.0% during the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »