Promising Electric Vehicle Stocks To Follow Today – April 21st
MarketBeat highlights five electric‑vehicle stocks—Tesla, Lucid Group, Rivian, NIO and Faraday Future—as today’s top performers by dollar trading volume. The list spans established players like Tesla and emerging challengers such as Lucid and Faraday Future, covering automakers, battery makers and software developers. The article notes the sector’s growth potential driven by technology advances and regulatory support, while warning of high valuations and supply‑chain risks. Investors are urged to watch these stocks for exposure to the accelerating EV market.
Evergreen Capital Management LLC Acquires 6,728 Shares of GE Aerospace $GE
Evergreen Capital Management LLC boosted its stake in GE Aerospace by 6,728 shares, bringing its holding to 15,965 shares worth roughly $4.9 million. The purchase follows a wave of institutional activity, with firms such as Diversified Trust, Cadinha & Co., and...
3,851 Shares in Tesla, Inc. $TSLA Purchased by Financial Plan Inc.
Financial Plan Inc. disclosed a new position in Tesla, buying 3,851 shares worth about $1.73 million in Q4. The purchase adds to a wave of institutional activity, with several advisors increasing stakes, while insiders sold roughly $20.9 million of stock in the...
Apella Capital LLC Boosts Stake in Microsoft Corporation $MSFT
Apella Capital LLC increased its Microsoft holding by 22.6%, now owning 102,628 shares worth about $49.6 million, representing roughly 1% of its portfolio. The move follows similar position upgrades by several hedge funds, pushing institutional ownership of MSFT to over 71%....
Microsoft Corporation $MSFT Shares Acquired by Aaron Wealth Advisors LLC
Aaron Wealth Advisors LLC increased its Microsoft holding by 7,460 shares in Q4, bringing its position to 107,077 shares worth about $51.8 million, making MSFT its eighth largest holding. The purchase adds to a broader trend of institutional buying, with firms...
Netflix, Inc. $NFLX Shares Purchased by CPC Advisors LLC
CPC Advisors LLC surged its Netflix holding by 794.8% in Q4, adding 54,586 shares to own 61,454 shares worth roughly $5.76 million. Several other hedge funds—including Universal Beteiligungs, Migdal Insurance and Oversea Chinese Banking Corp—also dramatically increased their stakes, pushing total...
CPC Advisors LLC Has $2.67 Million Holdings in Costco Wholesale Corporation $COST
CPC Advisors LLC slashed its Costco Wholesale stake by 50.6%, selling 3,163 shares and ending the quarter with 3,093 shares valued at roughly $2.67 million. Meanwhile, several large institutions—most notably Assenagon Asset Management, Amundi, Voloridge and Worldquant Millennium—significantly increased their Costco...
Lovesac (NASDAQ:LOVE) CEO Shawn David Nelson Buys 1,477 Shares of Stock
Chief Executive Shawn David Nelson purchased 1,477 Lovesac shares on April 16 at an average price of $16.95, spending roughly $25,000 and lifting his total holding to 202,681 shares valued at about $3.44 million. The stock opened at $17.51, down 0.8%,...
Chicago Capital LLC Makes New $1.32 Million Investment in Fiserv, Inc. $FISV
Chicago Capital LLC bought 19,585 shares of Fiserv, Inc., investing roughly $1.32 million in the fourth quarter. Other institutions also expanded positions: Capital World Investors increased its stake by 35% to $3.32 billion, Barclays more than doubled its holding to $455 million, and...
Amazon.com (NASDAQ:AMZN) CEO Sells $5,022,500.00 in Stock
Amazon CEO Douglas Herrington sold 20,500 shares on April 14, generating $5.02 million in proceeds. The sale, made under a Rule 10b5‑1 plan, cut his holding by 3.94% to 499,861 shares valued at roughly $122.5 billion. The transaction comes as Amazon posted Q1...
TSS (NASDAQ:TSSI) CFO Sells $375,000.00 in Stock
Chief Financial Officer Daniel Chism of TSS Inc. (NASDAQ:TSSI) sold 25,000 shares on April 14 for $375,000, pricing each at $15. The transaction cut his ownership to 338,215 shares, worth roughly $5.07 million, a 6.88% reduction in his stake. TSS stock...
Broadcom Inc. $AVGO Is Sumitomo Mitsui Trust Group Inc.’s 6th Largest Position
Sumitomo Mitsui Trust Group trimmed its Broadcom position by 4.3% in Q4, selling 522,604 shares and now holding 11,584,281 shares worth roughly $4.0 billion, making the chipmaker its sixth‑largest holding at 2.4% of the portfolio. Other institutional investors, including Providence First...
Braun Stacey Associates Inc. Has $208.07 Million Position in NVIDIA Corporation $NVDA
Braun Stacey Associates trimmed its NVIDIA position by 1.1%, selling 12,744 shares and holding 1,115,635 shares worth roughly $208 million, still the fund’s largest holding at 6.7% of its portfolio. Other institutional investors such as State Street, Geode Capital, Norges Bank,...
Eli Lilly and Company $LLY Shares Acquired by Freestone Capital Holdings LLC
Freestone Capital Holdings LLC increased its Eli Lilly stake by 5.1% in Q4, adding 1,384 shares to hold 28,539 shares worth roughly $30.7 million. The position now accounts for 0.9% of Freestone’s portfolio, making Lilly its 19th largest holding. Institutional ownership of...
Farther Finance Advisors LLC Acquires 23,522 Shares of Johnson & Johnson $JNJ
Farther Finance Advisors LLC boosted its Johnson & Johnson stake by 23,522 shares in Q4, bringing its holding to 106,454 shares worth roughly $22.0 million – a 28.4% increase. The move adds to a wave of modest purchases by other institutional...
JPMorgan Chase & Co. $JPM Shares Sold by Brookwood Investment Group LLC
Brookwood Investment Group LLC reduced its JPMorgan Chase stake by 47.4%, selling 4,621 shares and leaving a holding worth about $1.65 million. Meanwhile, several large institutions—including Legal & General, Fisher Asset Management and Invesco—expanded their positions, collectively owning over $18 billion of...
Alphabet Inc. $GOOGL Is Brown Shipley& Co Ltd’s 4th Largest Position
Brown Shipley & Co Ltd trimmed its Alphabet stake by 3.5% in Q4, holding 41,823 shares worth about $13.1 million, making the stock its fourth‑largest holding at roughly 7% of the portfolio. At the same time, insiders John Kent Walker and...
Generali Investments Towarzystwo Funduszy Inwestycyjnych Purchases 2,300 Shares of Visa Inc. $V
Generali Investments Towarzystwo Funduszy Inwestycyjnych dramatically increased its stake in Visa Inc., buying 2,300 shares in Q4 to hold 2,800 shares valued at roughly $982,000. Other institutional investors such as Clayton Financial Group and PayPay Securities also raised their positions,...
The Home Depot, Inc. $HD Position Boosted by Assetmark Inc.
Assetmark Inc. increased its Home Depot position by 12.5% in Q4, holding 70,608 shares worth roughly $24.3 million. At the same time, CFO Richard Mcphail sold 2,550 shares for about $0.94 million, cutting his stake by 5.4%. Home Depot reported Q4 earnings...
Stryker Corporation $SYK Position Increased by Consolidated Investment Group LLC
Consolidated Investment Group LLC boosted its Stryker Corporation stake by 24.7%, holding 13,110 shares valued at roughly $4.6 million after buying an additional 2,600 shares in Q4. The medical‑technology giant reported Q4 earnings that beat forecasts, with EPS of $4.47 and...
Micron Technology, Inc. $MU Stock Position Cut by Generali Powszechne Towarzystwo Emerytalne
Generali Powszechne Towarzystwo Emerytalne reduced its Micron Technology holding by 23.1%, selling 45,000 shares and ending the quarter with 150,000 shares valued at roughly $42.8 million. Micron’s stock opened near $456, trades above its 50‑day average, and the company recently lifted...
Farther Finance Advisors LLC Raises Holdings in Merck & Co., Inc. $MRK
Farther Finance Advisors LLC boosted its Merck (MRK) stake by 48.9% in Q4, buying 32,114 shares to hold 97,818 shares worth roughly $10.3 million. Several other institutions, including Chemung Canal Trust and Diversified Trust, also increased their positions, pushing total institutional...
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...
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...
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...