Assetmark Inc. Boosts Stock Position in The Walt Disney Company $DIS
Assetmark Inc. increased its Disney stake by 14.9% in Q4, now holding 318,385 shares valued at roughly $36.2 million. The entertainment giant reported Q4 earnings of $1.63 per share, beating estimates, with revenue of $25.98 billion, up 5.2% year‑over‑year. Analysts maintain a consensus “Moderate Buy” rating, averaging a price target of $132.19. Meanwhile, Disney’s stock opened at $102.59, reflecting modest upside amid job‑cutting measures and a planned Disney+/Hulu app merger.
Top Small Cap Stocks To Add to Your Watchlist – April 13th
MarketBeat’s stock screener highlighted five small‑cap equities—Real Messenger (RMSG), Direxion Daily PLTR Bear 1X (PLTD), Direxion Daily MU Bull 2X (MUU), AltC Acquisition (ALCC) and Inflection Point Acquisition (IPAX)—as the most actively traded in recent days. Small‑cap stocks, typically valued...
Renewable Energy Stocks To Follow Now – April 13th
MarketBeat’s stock screener highlighted Quanta Services, WEC Energy Group, and Clearway Energy as the top‑trading renewable‑energy stocks on April 13. These firms span infrastructure construction, regulated utility services, and large‑scale wind, solar, and gas‑fired generation assets. Their combined trading volume...
Assetmark Inc. Has $37.05 Million Stake in Vanguard Communication Services ETF $VOX
Assetmark Inc. boosted its holding in Vanguard Communication Services ETF (VOX) by 53.8% in the fourth quarter, adding 66,915 shares to bring its total to 191,337 shares. The stake is now worth roughly $37.05 million, representing about 0.59% of the ETF’s...
IShares Core S&P 500 ETF $IVV Is Successful Portfolios LLC’s Largest Position
Successful Portfolios LLC boosted its iShares Core S&P 500 ETF (IVV) stake by 12.5% in Q4, adding 1,480 shares to hold 13,361 shares worth about $9.3 million, making IVV its largest holding at roughly 4.8% of the portfolio. Other hedge funds...
Prosperity Advisers LLC Purchases New Position in Vanguard S&P 500 ETF $VOO
Prosperity Advisers LLC disclosed a new position in Vanguard S&P 500 ETF (VOO) in its latest 13F filing, buying 5,404 shares worth roughly $3.39 million. The stake represents about 2.8% of the adviser’s portfolio, making VOO its seventh‑largest holding. The move...
Robeco Institutional Asset Management B.V. Sells 7,235 Shares of Walmart Inc. $WMT
Robeco Institutional Asset Management trimmed its Walmart position by 7,235 shares in Q4, leaving the firm with 2,987,556 shares valued at roughly $333 million. The retailer reported earnings per share of $0.74, beating consensus, and revenue of $190.66 billion, up 5.6% year‑over‑year....
Dara Capital US Inc. Purchases New Position in Adobe Inc. $ADBE
Dara Capital US Inc. disclosed a new stake in Adobe Inc., purchasing 3,627 shares valued at roughly $1.27 million, which represents about 1.1% of its portfolio and ranks as the fund’s 20th largest holding. The purchase was filed for the fourth...
Dara Capital US Inc. Acquires Shares of 2,674 CrowdStrike $CRWD
Dara Capital US Inc. disclosed a new 13F position in CrowdStrike, purchasing 2,674 shares valued at roughly $1.25 million, making the stock its 21st largest holding at 1.1% of the portfolio. CrowdStrike reported Q1 earnings that beat expectations, with revenue climbing...
Costco Wholesale (NASDAQ:COST) Stock Price Expected to Rise, Deutsche Bank Aktiengesellschaft Analyst Says
Deutsche Bank raised its price target for Costco to $1,104, implying a 10.6% upside, while other analysts adjusted targets and largely kept buy or outperform ratings. Costco’s latest quarter posted earnings per share of $4.58, topping the $4.55 consensus, and...
Center For Asset Management LLC Sells 3,758 Shares of Exxon Mobil Corporation $XOM
Center for Asset Management LLC slashed its Exxon Mobil position by 63.3%, selling 3,758 shares and ending the quarter with 2,175 shares valued at roughly $262,000. Meanwhile, several other institutions boosted stakes, notably Schnieders Capital, which added 5,443 shares to...
Exxon Mobil Corporation $XOM Stock Position Increased by Ervin Investment Management LLC
Ervin Investment Management LLC dramatically expanded its Exxon Mobil position in the fourth quarter, adding 50,229 shares for a 211.6% increase and bringing its holding to 73,966 shares worth roughly $8.9 million, or about 4% of its portfolio. The stake now...
Clarity Wealth Advisors LLC Buys 608 Shares of Costco Wholesale Corporation $COST
Clarity Wealth Advisors LLC increased its Costco Wholesale stake by 5.5% in Q4, adding 608 shares to bring its holding to 11,722 shares worth roughly $10.1 million. The position now accounts for 2.1% of the advisor’s portfolio, ranking as its 18th...
Eagle Strategies LLC Acquires 2,932 Shares of Mastercard Incorporated $MA
Eagle Strategies LLC dramatically increased its Mastercard stake, buying 2,932 shares in Q4 to hold 3,520 shares worth about $2 million, a 498.6% jump. The move adds to a wave of institutional buying, with investors collectively owning 97.28% of the company’s...
Eagle Strategies LLC Purchases 9,744 Shares of ServiceNow, Inc. $NOW
Eagle Strategies LLC dramatically increased its position in ServiceNow, buying 9,744 shares in Q4 and raising its holding to 11,915 shares valued at about $1.83 million. The purchase contributed to a broader pattern of institutional activity, with Vanguard, State Street, Nordea,...
Douglas Lane & Associates LLC Sells 5,449 Shares of UnitedHealth Group Incorporated $UNH
Douglas Lane & Associates LLC trimmed its UnitedHealth Group (UNH) holding by 7.4% in Q4, selling 5,449 shares and leaving a stake of 68,625 shares worth roughly $22.65 million. The move follows a wave of institutional activity, with Carnegie Investment Counsel...
Flagship Capital Management Inc. Purchases Shares of 13,494 Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Flagship Capital Management disclosed a new position in Taiwan Semiconductor Manufacturing Company (TSMC), purchasing 13,494 shares valued at roughly $4.1 million. The holding represents about 2.9% of Flagship’s portfolio, making TSM its 12th largest position. The purchase comes as several other...
6,600 Shares in International Business Machines Corporation $IBM Acquired by BOCHK Asset Management Ltd
BOCHK Asset Management Ltd disclosed a new position in IBM, buying 6,600 shares valued at roughly $1.96 million, making the stock its 16th largest holding. IBM reported fourth‑quarter earnings that beat expectations, posting $4.52 earnings per share and a 12.2% revenue...
Sunrun (NASDAQ:RUN) Price Target Lowered to $16.00 at Deutsche Bank Aktiengesellschaft
Deutsche Bank lowered Sunrun's price target to $16 from $19, keeping a hold rating, while Jefferies trimmed its target to $15. The solar installer posted a Q4 earnings beat, with revenue surging 124% YoY to $1.16 billion and EPS of $0.38...
BOCHK Asset Management Ltd Makes New $1.26 Million Investment in Morgan Stanley $MS
BOCHK Asset Management Ltd disclosed a new stake in Morgan Stanley, purchasing 7,100 shares worth roughly $1.26 million. The holding represents about 0.3% of BOCHK’s portfolio and ranks as its 28th largest position. The move comes amid a wave of institutional...
Oracle Corporation $ORCL Stake Lowered by BOCHK Asset Management Ltd
BOCHK Asset Management slashed its Oracle stake by 87.5%, selling 9,130 shares and ending the quarter with just 1,300 shares valued at roughly $253,000. Other institutional investors, such as Kampmann Melissa S. and Avion Wealth, modestly increased their holdings during...
Broadcom Inc. $AVGO Stock Holdings Lessened by Cypress Funds LLC
Cypress Funds LLC trimmed its Broadcom position by 20.1%, selling 29,088 shares and leaving a $40 million stake of 115,766 shares. In contrast, investors such as Brighton Jones and Revolve Wealth increased their holdings, adding roughly 22% and 10% respectively. Broadcom...
CCG Wealth Management LLC Buys 7,277 Shares of Invesco QQQ $QQQ
CCG Wealth Management LLC increased its holding in the Invesco QQQ Trust by 7,277 shares, bringing its total to 17,986 shares valued at roughly $11.05 million. The QQQ position now accounts for about 4.7% of CCG’s portfolio, making it the firm’s...
Financial Planning Navigators CORP Invests $613,000 in Alphabet Inc. $GOOG
Financial Planning Navigators Corp disclosed a new $613,000 stake in Alphabet Inc., purchasing 1,952 shares in the fourth quarter. The filing coincides with several other hedge funds increasing their GOOG positions, keeping institutional ownership at roughly 27% of the company....
Capstone Capital LLC Has $71.87 Million Stock Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC
Capstone Capital LLC increased its stake in Dimensional U.S. Core Equity 2 ETF (DFAC) by 5.4% in Q4, adding 93,070 shares to a total of 1,815,402 shares. At a market price of roughly $39.60, the holding is valued at $71.87 million,...
Amazon.com, Inc. $AMZN Shares Acquired by Brookstone Capital Management
Brookstone Capital Management boosted its Amazon stake by 5.6% in Q4, adding 27,352 shares to own 512,305 shares valued at roughly $118.3 million. The holding now represents about 1.4% of Brookstone’s portfolio, making Amazon its ninth‑largest position. Institutional ownership of Amazon...
CCLA Investment Management Trims Stock Holdings in Deere & Company $DE
CCLA Investment Management reduced its Deere & Company position by 1.4% in the fourth quarter, now holding 205,327 shares valued at roughly $95.6 million, or 0.08% of the stock. The adjustment occurs alongside activity from other institutional investors and a series...
Greenberg Financial Group Acquires Shares of 14,499 Verizon Communications Inc. $VZ
Greenberg Financial Group disclosed a Q4 purchase of 14,499 Verizon shares, valued at roughly $591,000. The filing also highlighted that several large institutional investors—including Vanguard, State Street, Northern Trust and Legal & General—expanded their Verizon positions during the third quarter,...
Hager Investment Management Services LLC Sells 762 Shares of Caterpillar Inc. $CAT
Hager Investment Management Services LLC reduced its Caterpillar position in Q4, selling 762 shares. The fund now holds 4,402 shares valued at about $2.5 million, roughly 1.4% of its portfolio and its 25th largest holding. The move occurs alongside other investors...
SG Americas Securities LLC Acquires 63,731 Shares of Freshworks Inc. $FRSH
SG Americas Securities LLC increased its Freshworks (FRSH) position by 136.7% in Q4, adding 63,731 shares to hold 110,351 shares worth roughly $1.35 million. The company reported fourth‑quarter earnings that beat expectations, posting $0.14 EPS and a 14.5% year‑over‑year revenue rise...
SG Americas Securities LLC Makes New $1.38 Million Investment in H2O America $HTO
SG Americas Securities LLC disclosed a new $1.38 million purchase of 28,065 shares of H2O America (NASDAQ:HTO), taking its stake to roughly 0.08% of the utility’s outstanding equity. The filing shows a wave of institutional activity, with Assenagon Asset Management adding...
JPMorgan Chase & Co. Sells 26,206 Shares of JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF $BBCB
JPMorgan Chase trimmed its ownership of the JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF (BBCB) by selling 26,206 shares, a 42% reduction, leaving a 4.26% stake worth roughly $1.67 million. The fund now holds 36,178 shares after the sale. BBCB...
JPMorgan Chase & Co. Buys 8,037 Shares of Republic Bancorp, Inc. $RBCAA
JPMorgan Chase & Co. raised its Republic Bancorp stake by 52.9% in Q3, adding 8,037 shares to own 23,236 shares worth roughly $1.68 million, or 0.12% of the bank. Institutional ownership now sits at 24.37% after new positions from Quarry LP,...
JPMorgan Chase & Co. Increases Stake in Siga Technologies Inc. $SIGA
JPMorgan Chase increased its holding in Siga Technologies to 211,055 shares, a 744.6% jump that brings its stake to 0.29% worth about $1.93 million. Other institutions such as Vanguard, Arrowstreet and Millennium also boosted positions, with Vanguard now owning over 2.6 million...
Tarbox Family Office Inc. Cuts Stake in Vanguard Dividend Appreciation ETF $VIG
Tarbox Family Office reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 40.5% in the fourth quarter, selling 5,068 shares and now holding 7,457 shares worth roughly $1.64 million. Other advisors increased positions, with Leo Wealth adding $8.47 million and Walkner Condon...
Promising Electric Vehicle Stocks To Follow Now – April 3rd
MarketBeat’s latest screener spotlights five electric‑vehicle stocks—Tesla, Rivian, NIO, BorgWarner and QuantumScape—that posted the highest dollar trading volume over recent days. Tesla remains the dominant EV maker while also expanding its energy‑generation and storage business. Rivian targets the premium pickup...
FNY Investment Advisers LLC Buys 33,064 Shares of Cisco Systems, Inc. $CSCO
FNY Investment Advisers LLC dramatically expanded its Cisco position, adding 33,064 shares to hold a total of 33,200 shares worth roughly $2.56 million, representing about 0.7% of its portfolio. Cisco stock rose 1.4% to $79.02, supported by a quarterly earnings beat—$1.04...
Frank Rimerman Advisors LLC Buys 14,439 Shares of ServiceNow, Inc. $NOW
Frank Rimerman Advisors LLC dramatically increased its holding in ServiceNow, buying 14,439 shares in Q4 and boosting its stake by 412.5% to 17,939 shares valued at roughly $2.75 million. The move adds to a wave of institutional activity, with several other...
Dock Street Asset Management Inc. Boosts Stock Position in ServiceNow, Inc. $NOW
Dock Street Asset Management dramatically increased its stake in ServiceNow, buying 183,887 shares to bring its holding to 227,662 shares worth roughly $34.9 million, representing about 3.2% of its portfolio and making ServiceNow its 10th largest position. The stock opened at...
Boston Common Asset Management LLC Sells 1,615 Shares of Cummins Inc. $CMI
Boston Common Asset Management LLC reduced its Cummins Inc. (CMI) holding by 7.3%, selling 1,615 shares and ending the quarter with 20,652 shares valued at roughly $10.5 million. The company also disclosed significant insider selling, with executives offloading about $18.4 million of...
Columbus Macro LLC Acquires 1,914 Shares of iShares Core S&P 500 ETF $IVV
Columbus Macro LLC increased its stake in the iShares Core S&P 500 ETF (IVV) by 1,914 shares during Q4, bringing its total to 25,984 shares valued at roughly $17.8 million. The holding now represents about 1.9% of the firm’s portfolio, making...
Brookstone Capital Management Increases Holdings in Invesco QQQ $QQQ
Brookstone Capital Management boosted its holdings in the Invesco QQQ ETF by 10.3% in the fourth quarter, adding 46,391 shares to bring its total to 495,804 shares. The stake, valued at roughly $305 million, now accounts for 3.5% of Brookstone’s portfolio,...
Apple Inc. $AAPL Is Overbrook Management Corp’s 8th Largest Position
Overbrook Management Corp increased its Apple stake by 57.4% in Q4, adding 38,174 shares to hold 104,648 shares worth roughly $28.45 million, making Apple its eighth‑largest holding. The iPhone maker reported Q4 earnings per share of $2.84, topping forecasts, and posted...
Net Worth Advisory Group Grows Stock Position in Johnson & Johnson $JNJ
Net Worth Advisory Group boosted its Johnson & Johnson holding by 24%, adding 2,820 shares to a total of 14,557 shares worth roughly $3.0 million. The move follows a wave of institutional activity, with AustralianSuper and the National Pension Service expanding...
Johnson & Johnson $JNJ Shares Sold by Pallas Capital Advisors LLC
Johnson & Johnson saw a notable shift in institutional holdings as Pallas Capital Advisors LLC trimmed its position by 6.9%, selling 6,057 shares and leaving a stake worth roughly $17 million. At the same time, a cluster of smaller investors—including SOA...
Tudor Investment Corp ET AL Purchases 6,423 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Tudor Investment Corp boosted its stake in the iShares Core U.S. Aggregate Bond ETF (AGG) by 83.2% in the third quarter, adding 6,423 shares for a total of 14,142 shares worth roughly $1.42 million. The move follows a wave of new...
Okta (NASDAQ:OKTA) Trading Down 7.3% After Analyst Downgrade
Okta (NASDAQ:OKTA) fell 7.3% on Friday, sliding to $73.59 after Zacks Research cut its rating from strong‑buy to hold. The drop came amid a 74% plunge in trading volume and a low of $72.89. While the company posted a Q4...
Alphabet Inc. $GOOGL Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. reduced its Alphabet Inc. holding by 1.6% in Q4, selling 17,574 shares and leaving the firm with 1,066,514 shares valued at roughly $333.8 million, making it the fund’s third‑largest position. The sale comes amid broader institutional activity,...
Capital Investment Advisors LLC Decreases Stock Holdings in Procter & Gamble Company (The) $PG
Capital Investment Advisors LLC reduced its Procter & Gamble (PG) holding by 1.8% in Q4, selling 3,740 shares and leaving a stake of 203,928 shares valued at about $29.2 million. Meanwhile, several other institutions expanded their positions, with Norges Bank adding...
Charles Schwab Trust Co Purchases 101,140 Shares of NVIDIA Corporation $NVDA
Charles Schwab Trust Co dramatically increased its NVIDIA stake in Q4, buying 101,140 shares for roughly $23.3 million and lifting its holding to 124,745 shares, about 1.5% of the trust’s portfolio. The purchase makes NVIDIA the 19th largest holding for Schwab...