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Spinnaker Investment Group LLC Purchases Shares of 12,777 Walker & Dunlop, Inc. $WD
Spinnaker Investment Group LLC acquired a new position in shares of Walker & Dunlop, Inc. (NYSE:WD – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Revolve Wealth Partners LLC Has $4.39 Million Stock Holdings in Avantis U.S. Equity ETF $AVUS
Revolve Wealth Partners LLC raised its stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 114.7% in the second quarter, Holdings Channel reports. The firm owned 34,245 shares of the company’s stock after... More of this article »
Walmart Inc. $WMT Shares Sold by KMG Fiduciary Partners LLC
KMG Fiduciary Partners LLC decreased its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 30.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 14,523 shares of the retailer’s stock... More of this article »
AGF Management Limited (TSE:AGF.B) Given Average Recommendation of “Moderate Buy” by Brokerages
Shares of AGF Management Limited (TSE:AGF.B – Get Free Report) have received an average rating of “Moderate Buy” from the eight ratings firms that are currently covering the company, Marketbeat reports. Three research... More of this article »
Spinnaker Investment Group LLC Acquires 7,490 Shares of Global X MLP & Energy Infrastructure ETF $MLPX
Spinnaker Investment Group LLC increased its holdings in Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX – Free Report) by 30.9% during the second quarter, according to the company in its most recent 13F filing... More of this article »
Redhawk Wealth Advisors Inc. Has $21.58 Million Stake in First Trust Rising Dividend Achievers ETF $RDVY
Redhawk Wealth Advisors Inc. raised its position in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 89.7% in the 2nd quarter, according to the company in its most recent disclosure with the... More of this article »
Mendota Financial Group LLC Buys 19,269 Shares of Vanguard Mortgage-Backed Securities ETF $VMBS
Mendota Financial Group LLC increased its stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 10.4% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Redhawk Wealth Advisors Inc. Purchases 682 Shares of Micron Technology, Inc. $MU
Redhawk Wealth Advisors Inc. boosted its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 35.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Marquette Asset Management LLC Acquires New Holdings in OraSure Technologies, Inc. $OSUR
Marquette Asset Management LLC bought a new position in OraSure Technologies, Inc. (NASDAQ:OSUR – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
American Express Company $AXP Shares Acquired by Fulton Bank N.A.
Fulton Bank N.A. grew its position in shares of American Express Company (NYSE:AXP) by 15.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
PensionDanmark Pensionsforsikringsaktieselskab Buys 5,034 Shares of Genuine Parts Company $GPC
PensionDanmark Pensionsforsikringsaktieselskab boosted its stake in shares of Genuine Parts Company (NYSE:GPC – Free Report) by 124.9% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Toll Brothers (TOL) Projected to Post Quarterly Earnings on Tuesday
Toll Brothers (NYSE:TOL – Get Free Report) is expected to post its Q3 2026 results after the market closes on Tuesday, August 18th. Analysts expect Toll Brothers to announce earnings of $2.92 per share and revenue of $2.6184... More of this article »
Paladin Wealth LLC Boosts Holdings in BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF $XSVN
Paladin Wealth LLC lifted its position in shares of BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF (NYSEARCA:XSVN – Free Report) by 59.9% in the second quarter, according to its most recent filing with the Securities... More of this article »
Wealthcare Advisory Partners LLC Decreases Stake in State Street SPDR Portfolio S&P 500 ETF $SPYM
Wealthcare Advisory Partners LLC cut its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 3.4% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
SPDR Portfolio Developed World ex-US ETF $SPDW is Wealthcare Advisory Partners LLC’s 10th Largest Position
Wealthcare Advisory Partners LLC grew its stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 2.3% in the second quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Sapient Capital LLC Acquires 9,457 Shares of Illinois Tool Works Inc. $ITW
Sapient Capital LLC raised its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 227.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Sapient Capital LLC Invests $732,000 in DoorDash, Inc. $DASH
Sapient Capital LLC acquired a new position in shares of DoorDash, Inc. (NASDAQ:DASH – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Horizon Bancorp (IN) $HBNC Shares Sold by Sapient Capital LLC
Sapient Capital LLC lowered its position in Horizon Bancorp (IN) (NASDAQ:HBNC – Free Report) by 97.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Sapient Capital LLC Buys Shares of 24,539 Schwab Short-Term U.S. Treasury ETF $SCHO
Sapient Capital LLC purchased a new position in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Revolve Wealth Partners LLC Buys 1,355 Shares of Applied Materials, Inc. $AMAT
Revolve Wealth Partners LLC grew its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 100.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Analyzing CBIZ (NYSE:CBZ) and UL Solutions (NYSE:ULS)
CBIZ (NYSE:CBZ – Get Free Report) and UL Solutions (NYSE:ULS – Get Free Report) are both industrials companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional... More of this article »
Head to Head Review: Genie Energy (NYSE:GNE) vs. Endesa (OTCMKTS:ELEZF)
Genie Energy (NYSE:GNE – Get Free Report) and Endesa (OTCMKTS:ELEZF – Get Free Report) are both utilities companies, but which is the better business? We will contrast the two companies based on the strength of their dividends,... More of this article »
Vanguard Mid-Cap ETF $VO Holdings Boosted by Shrier Wealth Management LLC
Shrier Wealth Management LLC raised its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 286.0% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »