IFP Advisors Inc Has $248,000 Stock Position in AECOM $ACM
IFP Advisors Inc lifted its holdings in shares of AECOM (NYSE:ACM – Free Report) by 80.9% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,124 shares of the construction company’s stock after acquiring an additional 950 shares during the […]
Cormark Issues Positive Forecast for Orla Mining Earnings
Orla Mining Ltd. (NYSEAMERICAN:ORLA – Free Report) – Stock analysts at Cormark boosted their Q3 2025 earnings per share (EPS) estimates for shares of Orla Mining in a report released on Wednesday, October 15th. Cormark analyst R. Gray now expects that the company will post earnings per share of $0.16 for the quarter, up from […]
Atria Wealth Solutions Inc. Cuts Holdings in Morgan Stanley $MS
Atria Wealth Solutions Inc. lowered its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 60.2% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,958 shares of the financial services provider’s stock after selling 25,695 shares during the period. […]
Kinder Morgan, Inc. $KMI Shares Sold by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. cut its holdings in Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 65.9% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 52,785 shares of the pipeline company’s stock after selling 102,117 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Kinder Morgan were worth $1,549,000 at the […]
Aberdeen Group plc Grows Stock Holdings in Immunic, Inc. $IMUX
Aberdeen Group plc raised its stake in Immunic, Inc. (NASDAQ:IMUX – Free Report) by 678.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,243,941 shares of the company’s stock after buying an additional 7,184,457 shares during the period. Aberdeen Group […]
Aberdeen Group plc Boosts Position in Royalty Pharma PLC $RPRX
Aberdeen Group plc increased its holdings in shares of Royalty Pharma PLC (NASDAQ:RPRX – Free Report) by 7.0% in the 2nd quarter, Holdings Channel.com reports. The firm owned 228,746 shares of the biopharmaceutical company’s stock after acquiring an additional 14,886 shares during the quarter. Aberdeen Group plc’s holdings in Royalty Pharma were worth $8,212,000 as […]
Atria Wealth Solutions Inc. Cuts Holdings in Amphenol Corporation $APH
Atria Wealth Solutions Inc. lessened its stake in Amphenol Corporation (NYSE:APH – Free Report) by 24.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,822 shares of the electronics maker’s stock after selling 5,028 shares during the period. […]
Chesapeake Wealth Management Acquires 955 Shares of Walmart Inc. $WMT
Chesapeake Wealth Management grew its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 3.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,337 shares of the retailer’s stock after purchasing an additional 955 shares during the period. Chesapeake Wealth Management’s […]
Bridges Investment Management Inc. Boosts Stake in Fiserv, Inc. $FI
Bridges Investment Management Inc. grew its stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 19.2% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 16,230 shares of the business services provider’s stock after buying an additional 2,611 shares during the […]
IFP Advisors Inc Grows Stock Position in LPL Financial Holdings Inc. $LPLA
IFP Advisors Inc boosted its position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 214.0% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 719 shares of the financial services provider’s stock after buying an additional 490 shares during the quarter. […]
Sequoia Financial Advisors LLC Has $1.48 Million Holdings in MSCI Inc $MSCI
Sequoia Financial Advisors LLC lifted its position in shares of MSCI Inc (NYSE:MSCI – Free Report) by 4.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,560 shares of the technology company’s stock after purchasing an additional 110 shares during the quarter. Sequoia […]
Aberdeen Group plc Has $6.86 Million Stock Position in PulteGroup, Inc. $PHM
Aberdeen Group plc boosted its position in PulteGroup, Inc. (NYSE:PHM – Free Report) by 8.8% in the 2nd quarter, HoldingsChannel reports. The firm owned 64,998 shares of the construction company’s stock after acquiring an additional 5,253 shares during the period. Aberdeen Group plc’s holdings in PulteGroup were worth $6,855,000 as of its most recent filing […]
IFP Advisors Inc Purchases 178 Shares of Packaging Corporation of America $PKG
IFP Advisors Inc raised its holdings in shares of Packaging Corporation of America (NYSE:PKG – Free Report) by 13.4% during the second quarter, according to its most recent filing with the SEC. The firm owned 1,509 shares of the industrial products company’s stock after purchasing an additional 178 shares during the period. IFP Advisors Inc’s […]
The Charles Schwab Corporation $SCHW Shares Sold by Verdence Capital Advisors LLC
Verdence Capital Advisors LLC lowered its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 4.8% in the second quarter, Holdings Channel.com reports. The fund owned 2,835 shares of the financial services provider’s stock after selling 144 shares during the quarter. Verdence Capital Advisors LLC’s holdings in Charles Schwab were worth […]
SilverOak Wealth Management LLC Invests $202,000 in Chevron Corporation $CVX
SilverOak Wealth Management LLC acquired a new position in Chevron Corporation (NYSE:CVX – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 1,414 shares of the oil and gas company’s stock, valued at approximately $202,000. Other institutional investors and hedge […]
Sage Private Wealth Group LLC Acquires Shares of 3,986 Best Buy Co., Inc. $BBY
Sage Private Wealth Group LLC acquired a new position in Best Buy Co., Inc. (NYSE:BBY – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 3,986 shares of the technology retailer’s stock, valued at approximately $268,000. A number of other hedge funds have […]
Micron Technology, Inc. $MU Shares Purchased by SilverOak Wealth Management LLC
SilverOak Wealth Management LLC boosted its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 3.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,955 shares of the semiconductor manufacturer’s stock after acquiring an additional 100 shares during the […]
Sage Private Wealth Group LLC Sells 208 Shares of McDonald’s Corporation $MCD
Sage Private Wealth Group LLC lowered its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 15.6% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,128 shares of the fast-food giant’s stock after selling 208 shares during the period. Sage Private Wealth […]
Bridges Investment Management Inc. Acquires 775 Shares of Domino’s Pizza Inc $DPZ
Bridges Investment Management Inc. increased its holdings in shares of Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 15.4% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 5,802 shares of the restaurant operator’s stock after purchasing an additional 775 shares during the period. […]
Barings Corporate Investors $MCI Shares Bought by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. raised its position in Barings Corporate Investors (NYSE:MCI – Free Report) by 1.5% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 61,418 shares of the financial services provider’s stock after acquiring an additional 895 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in Barings Corporate Investors were worth […]
Schwab U.S. Aggregate Bond ETF $SCHZ Shares Sold by Harbour Investments Inc.
Harbour Investments Inc. cut its stake in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 14.1% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 123,662 shares of the company’s stock after selling 20,285 shares during the period. Harbour Investments Inc.’s holdings in Schwab U.S. Aggregate Bond ETF were worth $2,874,000 […]
Novo Nordisk A/S $NVO Shares Sold by Envestnet Portfolio Solutions Inc.
Envestnet Portfolio Solutions Inc. decreased its holdings in shares of Novo Nordisk A/S (NYSE:NVO – Free Report) by 31.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 50,870 shares of the company’s stock after selling 23,699 shares during the […]
New York State Teachers Retirement System Decreases Holdings in Caterpillar Inc. $CAT
New York State Teachers Retirement System decreased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 1.5% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 413,521 shares of the industrial products company’s stock after selling 6,446 shares during the […]
Bank of America Corporation $BAC Shares Sold by New York State Teachers Retirement System
New York State Teachers Retirement System reduced its holdings in Bank of America Corporation (NYSE:BAC) by 0.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,420,790 shares of the financial services provider’s stock after selling 8,350 shares during the […]
Sequoia Financial Advisors LLC Purchases 1,806 Shares of KB Financial Group Inc $KB
Sequoia Financial Advisors LLC raised its stake in shares of KB Financial Group Inc (NYSE:KB – Free Report) by 12.7% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 15,984 shares of the bank’s stock after acquiring an additional 1,806 shares during the quarter. Sequoia […]
Concord Asset Management LLC VA Has $1.89 Million Stock Holdings in Alphabet Inc. $GOOG
Concord Asset Management LLC VA boosted its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 35.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,631 shares of the information services provider’s stock after purchasing an additional 2,796 shares during the quarter. […]
Expro Group Holdings N.V. $XPRO Stock Position Lifted by Verdence Capital Advisors LLC
Verdence Capital Advisors LLC grew its position in shares of Expro Group Holdings N.V. (NYSE:XPRO – Free Report) by 4.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 34,740 shares of the company’s stock after buying an additional 1,508 shares […]
Bridges Investment Management Inc. Has $1.47 Million Stock Position in ConocoPhillips $COP
Bridges Investment Management Inc. reduced its position in ConocoPhillips (NYSE:COP – Free Report) by 1.0% in the 2nd quarter, HoldingsChannel reports. The firm owned 16,335 shares of the energy producer’s stock after selling 160 shares during the period. Bridges Investment Management Inc.’s holdings in ConocoPhillips were worth $1,466,000 as of its most recent filing with […]
Atria Wealth Solutions Inc. Sells 30,599 Shares of Vanguard Total World Stock ETF $VT
Atria Wealth Solutions Inc. cut its stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 72.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,767 shares of the exchange traded fund’s stock after selling 30,599 shares during […]
Teva Pharmaceutical Industries Ltd. $TEVA Shares Bought by WCM Investment Management LLC
WCM Investment Management LLC increased its stake in Teva Pharmaceutical Industries Ltd. (NYSE:TEVA – Free Report) by 0.8% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 214,756 shares of the company’s stock after purchasing an additional 1,599 shares during the quarter. WCM […]
Abbott Laboratories $ABT Stock Holdings Trimmed by New York State Teachers Retirement System
New York State Teachers Retirement System reduced its position in Abbott Laboratories (NYSE:ABT – Free Report) by 0.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,528,387 shares of the healthcare product maker’s stock after selling 11,041 shares during […]
Sequoia Financial Advisors LLC Buys 1,373 Shares of Microchip Technology Incorporated $MCHP
Sequoia Financial Advisors LLC increased its holdings in shares of Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 7.3% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 20,270 shares of the semiconductor company’s stock after acquiring an additional 1,373 shares during the […]
WCM Investment Management LLC Reduces Stock Position in CI&T Inc. $CINT
WCM Investment Management LLC reduced its stake in CI&T Inc. (NYSE:CINT – Free Report) by 3.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,359,236 shares of the company’s stock after selling 46,759 shares during the period. […]
Morgan Stanley Cuts EOG Resources (NYSE:EOG) Price Target to $136.00
EOG Resources (NYSE:EOG – Free Report) had its price objective cut by Morgan Stanley from $141.00 to $136.00 in a report published on Tuesday morning,Benzinga reports. They currently have an equal weight rating on the energy exploration company’s stock. Several other equities analysts have also commented on EOG. Jefferies Financial Group set a $145.00 target […]
Barclays Issues Positive Forecast for Bank of America (NYSE:BAC) Stock Price
Bank of America (NYSE:BAC) had its price target upped by Barclays from $54.00 to $59.00 in a report released on Thursday,Benzinga reports. The brokerage currently has an overweight rating on the financial services provider’s stock. A number of other research firms have also weighed in on BAC. Oppenheimer lowered their price objective on shares of […]
Digital Realty Trust (NYSE:DLR) Coverage Initiated by Analysts at Morgan Stanley
Morgan Stanley started coverage on shares of Digital Realty Trust (NYSE:DLR – Free Report) in a research note published on Thursday, Marketbeat Ratings reports. The firm issued an equal weight rating and a $195.00 price target on the real estate investment trust’s stock. DLR has been the topic of several other reports. Moffett Nathanson boosted […]
Packaging Corporation of America (NYSE:PKG) Price Target Lowered to $225.00 at UBS Group
Packaging Corporation of America (NYSE:PKG – Free Report) had its price objective reduced by UBS Group from $226.00 to $225.00 in a report published on Thursday morning,Benzinga reports. UBS Group currently has a neutral rating on the industrial products company’s stock. PKG has been the subject of several other reports. Zacks Research raised shares of […]
Rush Street Interactive (NYSE:RSI) Given New $18.00 Price Target at JPMorgan Chase & Co.
Rush Street Interactive (NYSE:RSI – Free Report) had its price objective increased by JPMorgan Chase & Co. from $16.00 to $18.00 in a research report report published on Thursday morning,Benzinga reports. The firm currently has a neutral rating on the stock. A number of other brokerages have also weighed in on RSI. Needham & Company […]
JPMorgan Chase & Co. Issues Positive Forecast for Brookfield Renewable (NYSE:BEPC) Stock Price
Brookfield Renewable (NYSE:BEPC – Free Report) had its target price boosted by JPMorgan Chase & Co. from $41.00 to $44.00 in a research note issued to investors on Thursday,Benzinga reports. The firm currently has an overweight rating on the stock. Several other research analysts have also recently commented on the stock. Weiss Ratings restated a […]
last updated on 18 Oct 04:38