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  • LifeSteps Financial Inc. Buys 4,219 Shares of iShares S&P Small-Cap 600 Value ETF

    2 days ago - By ETF Daily News

    LifeSteps Financial Inc. raised its holdings in shares of iShares S&P Small-Cap 600 Value ETF by 20.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,654 shares of the company's stock after purchasing an additional...
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  • HYA Advisors Inc Takes Position in Bristol-Myers Squibb

    2 days ago - By ETF Daily News

    HYA Advisors Inc purchased a new stake in Bristol-Myers Squibb in the first quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 3,050 shares of the biopharmaceutical company's stock, valued at approximately $223,000. Several other large investors have also made changes to their positions...
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  • HYA Advisors Inc Grows Stock Position in iShares GSCI Commodity Dynamic Roll Strategy ETF

    2 days ago - By ETF Daily News

    HYA Advisors Inc grew its position in iShares GSCI Commodity Dynamic Roll Strategy ETF by 9.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 94,154 shares of the company's stock after acquiring an additional 8,407...
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  • First Affirmative Financial Network Grows Stock Holdings in S&P Global Inc

    2 days ago - By ETF Daily News

    First Affirmative Financial Network increased its stake in shares of S&P Global Inc. by 17.8% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,034 shares of the business services provider's stock after buying an additional 156...
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  • HYA Advisors Inc Has $4.47 Million Position in iShares S&P 500 ETF

    2 days ago - By ETF Daily News

    HYA Advisors Inc increased its holdings in shares of iShares S&P 500 ETF by 18.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 9,841 shares of the company's stock after buying an additional 1,525 shares during...
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  • LifeSteps Financial Inc. Boosts Holdings in Schwab US Large-Cap ETF

    2 days ago - By ETF Daily News

    LifeSteps Financial Inc. boosted its position in Schwab US Large-Cap ETF by 100.0% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,974 shares of the company's stock after buying an additional 2,487 shares during the...
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  • Wedge Capital Management L L P NC Boosts Stake in Darden Restaurants, Inc

    2 days ago - By ETF Daily News

    Wedge Capital Management L L P NC lifted its holdings in Darden Restaurants, Inc. by 6.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 277,840 shares of the restaurant operator's stock after buying...
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  • Wedge Capital Management L L P NC Has $34.61 Million Stock Position in Principal Financial Group, Inc

    2 days ago - By ETF Daily News

    Wedge Capital Management L L P NC lowered its stake in Principal Financial Group, Inc. by 2.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 471,392 shares of the company's stock after selling 13,955 shares during the quarter....
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  • EPAM Systems, Inc. is Sara Bay Financial's 7th Largest Position

    2 days ago - By ETF Daily News

    Sara Bay Financial increased its position in EPAM Systems, Inc. by 3.6% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 28,070 shares of the information technology services provider's stock after acquiring an additional 978 shares during the quarter. EPAM Systems...
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  • Sara Bay Financial Buys New Stake in Pure Storage, Inc

    2 days ago - By ETF Daily News

    Sara Bay Financial bought a new stake in Pure Storage, Inc. during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 205,084 shares of the technology company's stock, valued at approximately $7,242,000. Pure Storage comprises approximately...
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  • Glassy Mountain Advisors Inc. Makes New Investment in Service Properties Trust

    2 days ago - By ETF Daily News

    Glassy Mountain Advisors Inc. acquired a new position in Service Properties Trust in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 21,000 shares of the real estate investment trust's stock, valued at approximately $185,000. Other institutional investors and hedge funds...
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  • Etsy, Inc. Position Cut by Sara Bay Financial

    2 days ago - By ETF Daily News

    Sara Bay Financial reduced its stake in shares of Etsy, Inc. by 0.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 57,300 shares of the specialty retailer's stock after selling 365 shares during the quarter. Etsy...
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  • Sara Bay Financial Purchases 1,464 Shares of Ranpak Holdings Corp

    2 days ago - By ETF Daily News

    Sara Bay Financial boosted its position in shares of Ranpak Holdings Corp. by 0.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 276,982 shares of the company's stock after purchasing an additional 1,464 shares during the period. Ranpak comprises...
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  • Connective Portfolio Management LLC Makes New Investment in Palatin Technologies, Inc

    2 days ago - By ETF Daily News

    Connective Portfolio Management LLC acquired a new stake in Palatin Technologies, Inc. in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 50,000 shares of the biopharmaceutical company's stock, valued at approximately $1,422,000. Palatin Technologies makes up approximately 3.0% of Connective...
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  • Connective Portfolio Management LLC Has $565,000 Stock Holdings in Cheniere Energy, Inc

    2 days ago - By ETF Daily News

    Connective Portfolio Management LLC cut its stake in Cheniere Energy, Inc. by 60.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,000 shares of the energy company's stock after selling 6,000 shares during the period. Connective Portfolio...
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  • Connective Portfolio Management LLC Makes New $687,000 Investment in Schrödinger, Inc

    2 days ago - By ETF Daily News

    Connective Portfolio Management LLC bought a new position in Schrödinger, Inc. in the first quarter, according to the company in its most recent disclosure with the SEC. The fund bought 20,000 shares of the company's stock, valued at approximately $687,000. Schrödinger accounts for about 1.5% of Connective Portfolio Management LLC's investment...
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  • Connective Portfolio Management LLC Sells 35,000 Shares of Surface Oncology, Inc

    2 days ago - By ETF Daily News

    Connective Portfolio Management LLC lessened its stake in shares of Surface Oncology, Inc. by 58.3% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 25,000 shares of the company's stock after selling 35,000 shares during the period. Connective Portfolio Management...
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  • Orrstown Financial Services Inc. Sells 98 Shares of The Travelers Companies, Inc

    2 days ago - By ETF Daily News

    Orrstown Financial Services Inc. reduced its position in The Travelers Companies, Inc. by 1.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,347 shares of the insurance provider's stock after selling 98 shares during the quarter....
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  • Lamar Advertising Shares Sold by Orrstown Financial Services Inc

    2 days ago - By ETF Daily News

    Orrstown Financial Services Inc. trimmed its stake in shares of Lamar Advertising by 21.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,810 shares of the real estate investment trust's stock after selling 1,329 shares during the quarter. Orrstown Financial...
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  • Orrstown Financial Services Inc. Has $753,000 Position in Zimmer Biomet Holdings, Inc

    2 days ago - By ETF Daily News

    Orrstown Financial Services Inc. lowered its stake in shares of Zimmer Biomet Holdings, Inc. by 3.0% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,888 shares of the medical equipment provider's stock after selling 180 shares during the period....
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