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, collectively holding billions of dollars in stock. Verizon’s stock traded around $48, with a 5.9% dividend yield and recent earnings that beat estimates, while insiders sold over $10 million of shares in the past three months. Analysts have upgraded the stock, lifting the average price target to $50.56, underscoring continued market optimism.
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...
Canaccord Genuity Group Lowers TELA Bio (NASDAQ:TELA) Price Target to $2.00
Canaccord Genuity lowered its price objective for TELA Bio (NASDAQ:TELA) from $4.00 to $2.00 while maintaining a buy rating, implying a potential upside of about 168% from the stock’s $0.75 close. The consensus among analysts is a hold rating with...
Steel Dynamics (NASDAQ:STLD) Coverage Initiated at KeyCorp
KeyCorp has initiated coverage of Steel Dynamics (NASDAQ:STLD) with an overweight rating and a $190 price target, implying roughly a 9% upside from the recent close of $174.42. The brokerage’s outlook joins a mixed set of analyst opinions, leaving the...
Cantor Fitzgerald Issues Pessimistic Forecast for Zillow Group (NASDAQ:ZG) Stock Price
Cantor Fitzgerald lowered its Zillow Group price target to $46 from $56, maintaining a neutral rating, while other analysts also trimmed their targets, leaving an average consensus of $77.05 and a Hold rating. The stock opened at $42.04, near its...
Barclays Boosts Privia Health Group (NASDAQ:PRVA) Price Target to $25.00
Barclays raised its price objective for Privia Health Group (NASDAQ:PRVA) from $23 to $25, implying roughly a 24% upside. The stock posted a 1.8% decline to $20.18, while recent earnings showed a $0.25 EPS beat and a 17.4% revenue increase...
Strata Critical Medical (NASDAQ:SRTA) Coverage Initiated at Craig Hallum
Research analysts at Craig Hallum initiated coverage on Strata Critical Medical (NASDAQ: SRTA) with a Buy rating. They set a price target of $8.00, implying roughly 88% upside from the current $4.25 share price. B. Riley Financial issued a concurrent...
Financial Analysis: Galectin Therapeutics (NASDAQ:GALT) & Phio Pharmaceuticals (NASDAQ:PHIO)
Phio Pharmaceuticals (NASDAQ:PHIO) and Galectin Therapeutics (NASDAQ:GALT) are small‑cap biotech stocks compared across nine investment factors. Phio enjoys stronger institutional backing (57% vs 12%) and a higher consensus target price of $14, implying over 1,000% upside, while Galectin’s target is...
Financial Analysis: Quaint Oak Bancorp (OTCMKTS:QNTO) & Shore Bancshares (NASDAQ:SHBI)
Shore Bancshares (NASDAQ:SHBI) outperforms Quaint Oak Bancorp (OTCMKTS:QNTO) across virtually all evaluated metrics. Shore delivers a 2.6% dividend yield with a modest 27% payout ratio, while Quaint Oak’s 1.0% yield is backed by a 133% payout, raising sustainability concerns. Profitability...
Daymark Wealth Partners LLC Acquires 519 Shares of Costco Wholesale Corporation $COST
Daymark Wealth Partners LLC increased its Costco stake by 519 shares, bringing its holding to 27,395 shares worth roughly $23.6 million. The move follows sizable purchases by other institutions, notably Norges Bank’s $5.69 billion position and significant gains by Laurel Wealth and...
Capital Asset Advisory Services LLC Has $6.11 Million Stock Position in Applied Materials, Inc. $AMAT
Capital Asset Advisory Services LLC trimmed its Applied Materials (AMAT) position by 13.8%, selling 3,800 shares and ending the quarter with 23,772 shares valued at roughly $6.11 million. Meanwhile, several large institutions expanded their stakes, most notably Capital Research Global Investors,...
ServiceNow, Inc. $NOW Shares Acquired by Congress Asset Management Co.
Congress Asset Management Co. dramatically increased its ServiceNow stake by 385% in Q4, buying 672,898 shares to hold 847,477 shares worth about $130 million, making NOW its 25th largest holding. Other institutions such as Jacobs & Co., Union Bancaire Privée, and...
NorthCrest Asset Manangement LLC Acquires 81,975 Shares of Netflix, Inc. $NFLX
NorthCrest Asset Management LLC increased its Netflix holding by 81,975 shares in Q4, bringing its position to 85,727 shares valued at roughly $7.84 million. The move follows a wave of institutional activity, with funds such as Nordea, Norges Bank and Laurel...
Technology Stocks To Watch Today – March 22nd
MarketBeat’s daily screener spotlights five technology leaders—NVIDIA, Micron Technology, Vertiv, Apple and Microsoft—as the most actively traded stocks in the sector on March 22. The selection reflects soaring AI‑driven GPU demand, a rebound in memory pricing, expanding data‑center infrastructure, and...
Lindenwold Advisors INC Has $7.90 Million Stock Holdings in Apple Inc. $AAPL
Lindenwold Advisors Inc trimmed its Apple position by 20.4% in Q3, selling 7,935 shares and ending the quarter with 31,023 shares worth roughly $7.9 million, representing about 3.7% of its portfolio and ranking as its fifth‑largest holding. While Lindenwold reduced exposure,...
Hudson Bay Capital Management LP Sells 172,767 Shares of Vanguard S&P 500 ETF $VOO
Hudson Bay Capital Management LP dramatically reduced its position in the Vanguard S&P 500 ETF (VOO), selling 172,767 shares in Q3. The sale represents a 95.8% cut, leaving the firm with just 7,500 shares worth about $4.6 million. Meanwhile, several other...
Chunghwa Telecom (NYSE:CHT) Stock Price Crosses Above 200 Day Moving Average – Here’s Why
Chunghwa Telecom (NYSE:CHT) shares rose above their 200‑day moving average, reaching $42.94 after the average of $42.63. The stock traded at $41.79 with modest volume, while analysts from Zacks and Weiss kept a Hold rating, leaving the consensus unchanged. The...
Freshworks (NASDAQ:FRSH) Upgraded to “Buy” At Wall Street Zen
Wall Street Zen upgraded Freshworks (NASDAQ:FRSH) from Hold to Buy, joining several analysts who have recently adjusted their ratings and price targets. The company posted a quarterly EPS of $0.14, beating consensus, and revenue of $222.74 million, up 14.5% year‑over‑year. Analysts’...
Direxion Daily Small Cap Bear 3X Shares (NYSEARCA:TZA) Stock Price Pass Above 200-Day Moving Average – What’s Next?
Direxion Daily Small Cap Bear 3X Shares (TZA) broke above its 200‑day moving average of $7.32 on Friday, trading as high as $7.88 and closing near $7.71 on heavy volume. The fund, which targets three times the inverse performance of...
CTPartners Executive Search (OTCMKTS:CTPR) Stock Price Crosses Above 200 Day Moving Average – Should You Sell?
CTPartners Executive Search Inc. (OTCMKTS:CTPR) saw its share price breach the 200‑day moving average on Friday, a technical signal often interpreted as bullish momentum. The reported trade price hovered around $0.00 with virtually no volume, while the 50‑day average was...
IShares Global Utilities ETF (NYSEARCA:JXI) Share Price Cross Above 200-Day Moving Average – Time to Sell?
iShares Global Utilities ETF (JXI) surged above its 200‑day moving average of $80.70 on Friday, reaching a high of $86.31 before settling at $83.18 with modest volume. The fund’s 50‑day average sits at $84.30, and it trades with a market...
Anglo American Platinum (OTCMKTS:AGPPF) Shares Pass Above 200-Day Moving Average – What’s Next?
Anglo American Platinum (AGPPF) shares breached their 200‑day moving average of $77.96, climbing to an intraday high of $79.55 on Friday. The stock’s 50‑day moving average sits near $95.16, indicating the price remains below short‑term trend levels. Trading volume was...
Rome Prepares to Host the 2026 African Land Forces Summit
Rome will host the 2026 African Land Forces Summit from March 22‑24, bringing over three hundred delegates from about forty nations to Italy for the first time. Organized by the U.S. Army Southern European Task Force, the event aims to...
Alphabet Inc. $GOOG Stake Reduced by Caerus Investment Advisors LLC
Caerus Investment Advisors trimmed its Alphabet position by 35.8% in Q3, selling 23,159 shares and ending the quarter with 41,481 shares worth roughly $10.1 million. While Caerus reduced exposure, several smaller managers – Morse Asset, Robinson Smith, Searle & Co., Navellier,...
Chevy Chase Trust Holdings LLC Sells 516,584 Shares of NVIDIA Corporation $NVDA
Chevy Chase Trust Holdings LLC reduced its NVIDIA position by 516,584 shares in Q3, a 3.2% decline that left the trust with 15,576,960 shares valued at roughly $2.91 billion. The stake still represents about 8% of the trust’s portfolio, making NVIDIA...
4,892 Shares in ASML Holding N.V. $ASML Acquired by Cinctive Capital Management LP
Cinctive Capital Management LP added a new stake in ASML Holding N.V., buying 4,892 shares worth about $4.7 million. The purchase joins several institutional investors—Telos Capital, Dimensional Fund Advisors, Principal Financial Group and the Regents of the University of California—who increased...
Bridgefront Capital LLC Takes Position in Intercontinental Exchange Inc. $ICE
Bridgefront Capital LLC disclosed a new position in Intercontinental Exchange (ICE), purchasing 3,950 shares valued at roughly $665,000 during the third quarter. The filing also shows a wave of institutional activity, with several firms expanding their ICE stakes, some by...
Alliancebernstein L.P. Lowers Position in Visa Inc. $V
AllianceBernstein L.P. reduced its Visa Inc. holding by 5.5% in the third quarter, selling 1.15 million shares and bringing its position to 19.77 million shares worth roughly $6.75 billion, making Visa its eighth‑largest holding. The fund’s stake now represents 2.1% of its portfolio....
Broadcom Inc. $AVGO Is Ameriprise Financial Inc.’s 5th Largest Position
Ameriprise Financial trimmed its Broadcom position by 6.6% in the third quarter, selling roughly 1.79 million shares and ending the period with 25.2 million shares, or 1.9% of its portfolio – the firm’s fifth‑largest holding. The sale values the stake at about...
JPMorgan Chase & Co. $JPM Shares Purchased by Alliancebernstein L.P.
AllianceBernstein L.P. increased its JPMorgan Chase & Co. position by 2.6% in Q3, adding 145,374 shares to total 5,775,648 shares worth roughly $1.82 billion, making the bank its 25th largest holding. Several other hedge funds also nudged up their JPM stakes...