10,773 Amgen Inc. $AMGN Shares Sold by Novem Group
Novem Group lessened its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 72.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,128 shares of the medical research company’s stock after selling 10,773 shares during the period. Novem […]
Qualcomm Incorporated $QCOM Shares Sold by Novem Group
Novem Group reduced its position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 11.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 23,848 shares of the wireless technology company’s stock after selling 2,972 shares during the quarter. Novem Group’s holdings in Qualcomm were worth $4,389,000 at the end of the most recent […]
AppFolio Stock Gets Increased EPS Estimate from KeyCorp
AppFolio, Inc. (NASDAQ:APPF – Free Report) – Equities research analysts at KeyCorp raised their Q3 2026 earnings per share (EPS) estimates for AppFolio in a research note issued to investors on Tuesday, October 13th. KeyCorp analyst J. Celino now expects that the software maker will post earnings of $1.35 per share for the quarter, up […]
Corning Incorporated $GLW Stake Increased by Novem Group
Novem Group boosted its stake in Corning Incorporated (NYSE:GLW – Free Report) by 58.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 10,675 shares of the electronics maker’s stock after acquiring an additional 3,927 shares during the period. Novem Group’s holdings in Corning were worth $1,641,000 at the end of the most recent quarter. […]
Pimco Total Return ETF $BOND Stock Acquired by Novem Group
Novem Group raised its stake in Pimco Total Return ETF (NYSE:BOND – Free Report) by 6.9% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 262,442 shares of the exchange traded fund’s stock after acquiring an additional 16,890 shares during the period. Pimco Total Return ETF makes up 2.3% of Novem Group’s investment portfolio, making […]
Novem Group Acquires 9,128 Shares of iShares Gold Trust $IAU
Novem Group increased its holdings in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 51.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 26,850 shares of the exchange traded fund’s stock after acquiring an additional 9,128 shares during the quarter. Novem Group’s holdings in iShares Gold Trust were worth $2,097,000 as of […]
Netflix, Inc. $NFLX Position Boosted by Fairvoy Private Wealth LLC
Fairvoy Private Wealth LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 118.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,347 shares of the Internet television network’s stock after purchasing an additional 15,887 shares during the quarter. […]
Salesforce Inc. $CRM Stock Sold by Teamwork Financial Advisors LLC
Teamwork Financial Advisors LLC cut its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 91.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,097 shares of the CRM provider’s stock after selling 11,815 shares during the period. Teamwork Financial Advisors […]
2,028 Datadog, Inc. $DDOG Shares Bought by Fairvoy Private Wealth LLC
Fairvoy Private Wealth LLC grew its stake in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 54.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,743 shares of the company’s stock after buying an additional 2,028 shares during the period. Fairvoy […]
830 Shares of Equinix, Inc. $EQIX Bought by AA Financial Advisors LLC
AA Financial Advisors LLC bought a new position in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) in the third quarter, according to the company in its most recent filing with the SEC. The firm bought 830 shares of the financial services provider’s stock, valued at approximately $839,000. Several other institutional investors have also recently […]
Greg Jennings LLC Acquires New Position in Corning Incorporated $GLW
Greg Jennings LLC bought a new position in shares of Corning Incorporated (NYSE:GLW – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 19,247 shares of the electronics maker’s stock, valued at approximately $2,959,000. Corning comprises 2.0% of […]
Alcoa (NYSE:AA) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of Alcoa (NYSE:AA – Free Report) from a buy rating to a strong-buy rating in a research note issued to investors on Saturday morning,Wall Street Zen reports. A number of other analysts also recently issued reports on AA. Argus decreased their target price on Alcoa from $73.00 to $55.00 and […]
Vanguard Growth ETF $VUG Stock Bought by Tanager Wealth Management LLP
Tanager Wealth Management LLP boosted its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 56.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,088 shares of the company’s stock after purchasing an additional 6,168 shares during the period. Tanager […]
Avnet (NASDAQ:AVT) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of Avnet (NASDAQ:AVT – Free Report) from a buy rating to a strong-buy rating in a research note published on Saturday morning,Wall Street Zen reports. Several other brokerages have also recently issued reports on AVT. Wells Fargo & Company raised their price objective on Avnet from $70.00 to $72.00 and […]
Flowco (NYSE:FLOC) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of Flowco (NYSE:FLOC – Free Report) from a hold rating to a buy rating in a research report sent to investors on Saturday,Wall Street Zen reports. A number of other research firms also recently weighed in on FLOC. Piper Sandler dropped their price target on shares of Flowco from $32.00 […]
16,091 Shares in RingCentral, Inc. $RNG Bought by Fairvoy Private Wealth LLC
Fairvoy Private Wealth LLC purchased a new stake in RingCentral, Inc. (NYSE:RNG – Free Report) during the third quarter, according to its most recent filing with the SEC. The firm purchased 16,091 shares of the software maker’s stock, valued at approximately $1,202,000. Several other hedge funds and other institutional investors have also bought and sold […]
Fairvoy Private Wealth LLC Makes New $1.13 Million Investment in SpaceX $SPCX
Fairvoy Private Wealth LLC bought a new position in shares of SpaceX (NASDAQ:SPCX – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 7,507 shares of the company’s stock, valued at approximately $1,133,000. Several other large investors also recently modified their holdings of […]
Veea (NASDAQ:VEEA) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of Veea (NASDAQ:VEEA – Free Report) to a hold rating in a report released on Saturday morning,Wall Street Zen reports. Separately, Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Veea in a research report on Thursday. One analyst has rated the stock with a Sell rating. Based on […]
The Goldman Sachs Group, Inc. $GS Stock Purchased by Fairvoy Private Wealth LLC
Fairvoy Private Wealth LLC increased its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 55.4% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 5,183 shares of the investment management company’s stock after buying an additional 1,848 shares […]
iShares Russell 3000 ETF $IWV Stake Lifted by Tanager Wealth Management LLP
Tanager Wealth Management LLP lifted its stake in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 9.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 39,056 shares of the company’s stock after buying an additional 3,252 shares during the period. iShares […]
Fairvoy Private Wealth LLC Acquires New Holdings in Guardant Health, Inc. $GH
Fairvoy Private Wealth LLC acquired a new position in Guardant Health, Inc. (NASDAQ:GH – Free Report) during the 3rd quarter, Holdings Channel reports. The firm acquired 7,126 shares of the company’s stock, valued at approximately $1,271,000. Other institutional investors and hedge funds also recently made changes to their positions in the company. Jackson Square Capital […]
Wall Street Zen Upgrades Amgen (NASDAQ:AMGN) to Buy
Amgen (NASDAQ:AMGN – Get Free Report) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued on Sunday, Wall Street Zen reports. Several other equities research analysts also recently issued reports on AMGN. Robert W. Baird boosted their price objective on Amgen from $215.00 […]
12,688 iShares Floating Rate Bond ETF $FLOT Shares Purchased by Novem Group
Novem Group lifted its position in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 75.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 29,482 shares of the company’s stock after purchasing an additional 12,688 shares during the […]
796,390 PIMCO Multi Sector Bond Active ETF $PYLD Shares Sold by Novem Group
Novem Group decreased its holdings in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 50.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 776,835 shares of the company’s stock after selling 796,390 shares during the […]
Vanguard FTSE Europe ETF $VGK Stock Bought by Tanager Wealth Management LLP
Tanager Wealth Management LLP raised its stake in Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 3.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 419,396 shares of the exchange traded fund’s stock after buying an additional 13,554 shares […]
Ericsson (NASDAQ:ERIC) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of Ericsson (NASDAQ:ERIC – Free Report) from a hold rating to a buy rating in a report issued on Saturday morning,Wall Street Zen reports. ERIC has been the topic of a number of other research reports. Weiss Ratings lowered Ericsson from a “buy (b)” rating to a “buy (b-)” rating […]
ScanSource (NASDAQ:SCSC) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of ScanSource (NASDAQ:SCSC – Free Report) from a buy rating to a strong-buy rating in a report issued on Saturday,Wall Street Zen reports. Several other research firms have also recently commented on SCSC. Weiss Ratings raised shares of ScanSource from a “hold (c+)” rating to a “buy (b-)” rating in […]
Dimensional U.S. Equity ETF $DFUS Holdings Raised by Crown Wealth Group LLC
Crown Wealth Group LLC boosted its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 1.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 666,922 shares of the company’s stock after purchasing an additional 9,560 shares during […]
Macy’s (NYSE:M) Cut to Hold at Wall Street Zen
Wall Street Zen cut shares of Macy’s (NYSE:M – Free Report) from a buy rating to a hold rating in a report released on Saturday,Wall Street Zen reports. A number of other research firms have also weighed in on M. Weiss Ratings raised Macy’s from a “hold (c+)” rating to a “buy (b-)” rating in […]
Appian (NASDAQ:APPN) Cut to Buy at Wall Street Zen
Wall Street Zen cut shares of Appian (NASDAQ:APPN – Free Report) from a strong-buy rating to a buy rating in a research report released on Saturday morning,Wall Street Zen reports. Several other research firms also recently issued reports on APPN. Morgan Stanley upped their price objective on Appian from $25.00 to $32.00 and gave the […]
10,000 Astrazeneca Plc $AZN Shares Acquired by Value Partners Investments Inc.
Value Partners Investments Inc. grew its holdings in Astrazeneca Plc (NYSE:AZN – Free Report) by 17.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 68,251 shares of the company’s stock after buying an additional 10,000 shares during the quarter. Astrazeneca comprises 0.8% […]
Blend Labs (NYSE:BLND) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of Blend Labs (NYSE:BLND – Free Report) from a hold rating to a buy rating in a research report sent to investors on Saturday,Wall Street Zen reports. BLND has been the topic of several other research reports. Citigroup reiterated a “market outperform” rating on shares of Blend Labs in a […]
Cummins (NYSE:CMI) Cut to Hold at Wall Street Zen
Wall Street Zen lowered shares of Cummins (NYSE:CMI – Free Report) from a buy rating to a hold rating in a research note released on Saturday morning,Wall Street Zen reports. A number of other research analysts have also recently commented on CMI. UBS Group cut their price target on shares of Cummins from $835.00 to […]
Fidelity High Dividend ETF $FDVV Shares Purchased by AA Financial Advisors LLC
AA Financial Advisors LLC raised its holdings in shares of Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 17.1% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 376,204 shares of the company’s stock after purchasing an additional 55,029 shares during the quarter. Fidelity High Dividend ETF makes up approximately 2.7% of AA Financial […]
Onity Group (NYSE:ONIT) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of Onity Group (NYSE:ONIT – Free Report) from a strong sell rating to a sell rating in a research report released on Saturday,Wall Street Zen reports. A number of other research firms also recently issued reports on ONIT. Weiss Ratings downgraded shares of Onity Group from a “hold (c-)” rating […]
Wall Street Zen Upgrades Argan (NYSE:AGX) to Buy
Argan (NYSE:AGX – Get Free Report) was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Sunday, Wall Street Zen reports. Several other research analysts also recently commented on the company. Weiss Ratings raised Argan from a “hold (c+)” […]
Novem Group Acquires 43,757 Shares of Vanguard FTSE Developed Markets ETF $VEA
Novem Group grew its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 114.8% in the third quarter, according to its most recent filing with the SEC. The firm owned 81,876 shares of the company’s stock after acquiring an additional 43,757 shares during the quarter. Novem Group’s holdings in Vanguard […]
BNY Mellon Core Bond ETF $BKAG Stake Lessened by Tanager Wealth Management LLP
Tanager Wealth Management LLP trimmed its stake in BNY Mellon Core Bond ETF (NYSEARCA:BKAG – Free Report) by 3.6% during the third quarter, HoldingsChannel reports. The institutional investor owned 981,779 shares of the company’s stock after selling 36,917 shares during the period. BNY Mellon Core Bond ETF accounts for approximately 3.3% of Tanager Wealth Management […]
Schwab US Dividend Equity ETF $SCHD Shares Sold by Teamwork Financial Advisors LLC
Teamwork Financial Advisors LLC reduced its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 66.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 21,415 shares of the company’s stock after selling 42,071 shares during the quarter. Teamwork Financial Advisors […]
Tanager Wealth Management LLP Sells 6,406 Shares of Avantis U.S. Equity ETF $AVUS
Tanager Wealth Management LLP decreased its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 3.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 168,636 shares of the company’s stock after selling 6,406 shares during the period. […]
Air Products and Chemicals, Inc. $APD Shares Sold by Teamwork Financial Advisors LLC
Teamwork Financial Advisors LLC lowered its position in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 96.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,554 shares of the basic materials company’s stock after selling 38,127 shares during the period. […]
HudBay Minerals (NYSE:HBM) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of HudBay Minerals (NYSE:HBM – Free Report) (TSE:HBM) from a hold rating to a buy rating in a report issued on Saturday morning,Wall Street Zen reports. Other analysts have also issued research reports about the stock. Weiss Ratings upgraded shares of HudBay Minerals from a “buy (b-)” rating to a […]
GDS (NASDAQ:GDS) Stock Rating Upgraded by Wall Street Zen
GDS (NASDAQ:GDS – Get Free Report) was upgraded by research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued to investors on Sunday, Wall Street Zen reports. Other research analysts have also recently issued reports about the stock. Raymond James Financial reiterated a “strong-buy” rating and […]
Vanguard Mega Cap Value ETF $MGV Stake Raised by Hidden Cove Wealth Management LLC
Hidden Cove Wealth Management LLC lifted its holdings in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 79.8% during the 3rd quarter, Holdings Channel.com reports. The firm owned 71,558 shares of the company’s stock after acquiring an additional 31,759 shares during the period. Vanguard Mega Cap Value ETF accounts for about […]
Vanguard FTSE Pacific ETF $VPL Position Increased by Tanager Wealth Management LLP
Tanager Wealth Management LLP boosted its holdings in Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 6.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 279,776 shares of the company’s stock after buying an additional 16,098 shares during the quarter. Vanguard FTSE Pacific […]
Teamwork Financial Advisors LLC Acquires New Holdings in Bloom Energy Corporation $BE
Teamwork Financial Advisors LLC acquired a new stake in Bloom Energy Corporation (NYSE:BE – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 6,218 shares of the company’s stock, valued at approximately $1,722,000. A number of other hedge funds have […]
Cadence Design Systems, Inc. $CDNS Shares Acquired by Teamwork Financial Advisors LLC
Teamwork Financial Advisors LLC increased its holdings in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 21.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 37,893 shares of the software maker’s stock after buying an additional […]
6,436 JPMorgan Active Value ETF $JAVA Shares Bought by Fairvoy Private Wealth LLC
Fairvoy Private Wealth LLC grew its holdings in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 24.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,535 shares of the company’s stock after purchasing an additional 6,436 shares during […]
9,460 Schwab Fundamental International Equity ETF $FNDF Shares Sold by Novem Group
Novem Group cut its holdings in shares of Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 12.3% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 67,368 shares of the company’s stock after selling 9,460 shares during the quarter. Novem Group’s holdings in Schwab Fundamental International Equity ETF were worth $3,621,000 as […]
Heritage Insurance (NYSE:HRTG) Upgraded at Wall Street Zen
Wall Street Zen upgraded shares of Heritage Insurance (NYSE:HRTG – Free Report) from a buy rating to a strong-buy rating in a research note released on Saturday morning,Wall Street Zen reports. A number of other research analysts have also weighed in on the company. Raymond James Financial assumed coverage on Heritage Insurance in a report […]
last updated on 20 Oct 22:39