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Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) Stake Cut by Schubert & Co

Schubert & Co trimmed its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 13.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,793 shares of the company’s stock after selling 5,006 shares during […]
Addison Advisors Schubert Co Savant Capital Exchange Commission Sax Wealth Advisors Advisor Group

Dimensional US High Profitability ETF (NYSEARCA:DUHP) Stock Holdings Increased by Schubert & Co

Schubert & Co raised its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 5.1% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 56,701 shares of the company’s stock after buying an additional 2,755 shares during the quarter. Dimensional US High Profitability ETF makes up approximately 1.5% of Schubert & […]
Sax Wealth Advisors Advisor Group Catalyst Capital Advisors Schubert Co Free Report Capital Advisors

24,101 Shares in Spotify Technology S.A. (NYSE:SPOT) Purchased by Eaton Financial Holdings Company LLC

Eaton Financial Holdings Company LLC acquired a new position in Spotify Technology S.A. (NYSE:SPOT – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 24,101 shares of the company’s stock, valued at approximately $4,529,000. Spotify Technology makes up approximately 1.1% of Eaton Financial Holdings Company LLC’s portfolio, making the stock its […]
Piper Sandler Raymond James Eaton Financial Holdings Company Advisor Group Barclays Plc Spotify Technology
Source: wkrb13.com

Peak Asset Management LLC Has $13.75 Million Stock Holdings in PACCAR Inc (NASDAQ:PCAR)

Peak Asset Management LLC cut its stake in shares of PACCAR Inc (NASDAQ:PCAR – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 140,835 shares of the company’s stock after selling 4,099 shares during the quarter. PACCAR […]
United States Bricej Poplawski Harvest Fund Management Co Mitsubishi Ufj Kokusai Asset Management Co Securities Inc

Invesco S&P SmallCap Low Volatility ETF (NYSEARCA:XSLV) Shares Sold by Sculati Wealth Management LLC

Sculati Wealth Management LLC trimmed its position in Invesco S&P SmallCap Low Volatility ETF (NYSEARCA:XSLV – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 62,030 shares of the company’s stock after selling 972 shares during […]
Advisor Group Exchange Commission Sculati Wealth Management Eagle Bluffs Wealth Management Provise Management Group Harbour Investments Inc

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Resolute Advisors LLC Buys 41 Shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK)

Resolute Advisors LLC raised its stake in shares of Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 0.2% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 24,961 shares of the company’s stock after acquiring an additional 41 shares during […]
Resolute Advisors Buck Wealth Strategies York Mellon Corp Sorce Advisory Advisor Group Us Bancorp

Q2 2024 Earnings Forecast for Stanley Black & Decker, Inc. Issued By Zacks Research (NYSE:SWK)

Stanley Black & Decker, Inc. (NYSE:SWK – Free Report) – Investment analysts at Zacks Research lifted their Q2 2024 earnings per share estimates for shares of Stanley Black & Decker in a research report issued on Thursday, May 23rd. Zacks Research analyst R. Department now forecasts that the industrial products company will post earnings per […]
United States Robertw Baird Stanley Black Decker Inc Principal Financial Group Inc Zacks Research Hr Department

Zacks Research Comments on Ventas, Inc.'s Q3 2024 Earnings (NYSE:VTR)

Ventas, Inc. (NYSE:VTR – Free Report) – Equities research analysts at Zacks Research reduced their Q3 2024 earnings per share estimates for Ventas in a research report issued on Wednesday, May 22nd. Zacks Research analyst R. Fatarpekar now expects that the real estate investment trust will post earnings per share of $0.80 for the quarter, […]
Walterc Rakowich Robertf Probst Zacks Research Deutsche Bank Aktiengesellschaft Securities Exchange Commission Nomura Asset Management Co

14,504 Shares in iShares Russell 2000 ETF (NYSEARCA:IWM) Acquired by Resolute Advisors LLC

Resolute Advisors LLC acquired a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 14,504 shares of the exchange traded fund’s stock, valued at approximately $2,911,000. iShares Russell 2000 ETF accounts for 0.4% of […]
United States Morgan Stanley Granite Bay Wealth Management Resolute Advisors Barclays Plc International Assets Investment Management

BWS Financial Initiates Coverage on Innodata (NASDAQ:INOD)

BWS Financial began coverage on shares of Innodata (NASDAQ:INOD – Free Report) in a research report released on Wednesday, MarketBeat reports. The brokerage issued a buy rating and a $24.00 price target on the technology company’s stock. Separately, TheStreet upgraded shares of Innodata from a d rating to a c- rating in a research note […]
United Kingdom United States Digital Data Solutions Elkhorn Partners Limited Partnership Advisor Group Innodata Inc

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