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Burney Co. Lowers Holdings in Lowe’s Companies, Inc. $LOW
Burney Co. decreased its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 15.6% during the first quarter, HoldingsChannel.com reports. The firm owned 31,334 shares of the home improvement retailer’s... More of this article »
Burney Co. Sells 24,175 Shares of Verizon Communications Inc. $VZ
Burney Co. cut its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 12.7% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Burney Co. Has $25.32 Million Stake in Allison Transmission Holdings, Inc. $ALSN
Burney Co. trimmed its position in shares of Allison Transmission Holdings, Inc. (NYSE:ALSN – Free Report) by 30.4% during the 1st quarter, HoldingsChannel reports. The firm owned 216,320 shares of the auto parts company’s... More of this article »
Burney Co. Reduces Stock Position in Curtiss-Wright Corporation $CW
Burney Co. cut its holdings in Curtiss-Wright Corporation (NYSE:CW – Free Report) by 16.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Lockheed Martin Corporation $LMT Shares Sold by Burney Co.
Burney Co. lowered its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 16.4% in the first quarter, Holdings Channel reports. The firm owned 16,206 shares of the aerospace company’s stock after... More of this article »
Wabtec $WAB Shares Sold by Burney Co.
Burney Co. trimmed its holdings in Wabtec (NYSE:WAB – Free Report) by 23.6% during the first quarter, HoldingsChannel.com reports. The firm owned 25,336 shares of the transportation company’s stock after selling 7,813... More of this article »
Baldwin Insurance Group (BWIN) – Analysts’ Recent Ratings Updates
A number of firms have modified their ratings and price targets on shares of Baldwin Insurance Group (NASDAQ: BWIN) recently: 6/24/2026 – Baldwin Insurance Group had its “sell (e+)” rating reaffirmed by Weiss Ratings. 6/23/2026... More of this article »
Cboe Global Markets, Inc. $CBOE Shares Sold by Burney Co.
Burney Co. reduced its position in shares of Cboe Global Markets, Inc. (BATS:CBOE – Free Report) by 37.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Ascentis Independent Advisors Purchases New Stake in Global X Data Center & Digital Infrastructure ETF $DTCR
Ascentis Independent Advisors purchased a new stake in shares of Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR – Free Report) in the first quarter, according to the company in its most recent 13F filing... More of this article »
Ascentis Independent Advisors Purchases 3,874 Shares of iShares S&P 500 Value ETF $IVE
Ascentis Independent Advisors raised its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 111.4% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 7,350 shares... More of this article »
Ascentis Independent Advisors Purchases 15,633 Shares of ProShares S&P Technology Dividend Aristocrats ETF $TDV
Ascentis Independent Advisors increased its position in shares of ProShares S&P Technology Dividend Aristocrats ETF (BATS:TDV – Free Report) by 332.6% in the first quarter, according to its most recent disclosure with the... More of this article »
Ascentis Independent Advisors Buys 35,809 Shares of iShares MSCI Intl Value Factor ETF $IVLU
Ascentis Independent Advisors lifted its stake in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) by 551.1% in the 1st quarter, HoldingsChannel reports. The firm owned 42,307 shares of the company’s... More of this article »
Ascentis Independent Advisors Increases Position in iShares Russell Mid-Cap ETF $IWR
Ascentis Independent Advisors lifted its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 122.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Ascentis Independent Advisors Purchases New Shares in iShares U.S. Thematic Rotation Active ETF $THRO
Ascentis Independent Advisors purchased a new position in iShares U.S. Thematic Rotation Active ETF (NYSEARCA:THRO – Free Report) in the 1st quarter, HoldingsChannel.com reports. The fund purchased 44,288 shares of the company’s... More of this article »
Ascentis Independent Advisors Makes New $1.54 Million Investment in Cathay General Bancorp $CATY
Ascentis Independent Advisors acquired a new position in shares of Cathay General Bancorp (NASDAQ:CATY – Free Report) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired... More of this article »
Eaton Corporation, PLC $ETN Shares Acquired by Ascentis Independent Advisors
Ascentis Independent Advisors increased its stake in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 53.3% in the 1st quarter, HoldingsChannel reports. The fund owned 4,434 shares of the industrial products company’s... More of this article »
Ascentis Independent Advisors Acquires New Holdings in Global X Defense Tech ETF $SHLD
Ascentis Independent Advisors bought a new stake in Global X Defense Tech ETF (NYSEARCA:SHLD – Free Report) during the first quarter, Holdings Channel.com reports. The firm bought 19,979 shares of the company’s stock,... More of this article »
Ascentis Independent Advisors Grows Holdings in PGIM Total Return Bond ETF $PTRB
Ascentis Independent Advisors grew its position in shares of PGIM Total Return Bond ETF (NYSEARCA:PTRB – Free Report) by 226.0% during the 1st quarter, according to the company in its most recent filing with the Securities &... More of this article »
Ascentis Independent Advisors Purchases 12,838 Shares of First Trust Long/Short Equity ETF $FTLS
Ascentis Independent Advisors increased its position in First Trust Long/Short Equity ETF (NYSEARCA:FTLS – Free Report) by 138.1% in the first quarter, according to the company in its most recent filing with the Securities &... More of this article »
Ascentis Independent Advisors Increases Holdings in Goldman Sachs Nasdaq 100 Core Premium Income ETF $GPIQ
Ascentis Independent Advisors lifted its holdings in shares of Goldman Sachs Nasdaq 100 Core Premium Income ETF (NASDAQ:GPIQ – Free Report) by 189.1% during the first quarter, according to its most recent 13F filing with the... More of this article »
Ascentis Independent Advisors Has $1.81 Million Stock Position in Pimco Total Return ETF $BOND
Ascentis Independent Advisors grew its holdings in shares of Pimco Total Return ETF (NYSEARCA:BOND – Free Report) by 54.9% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 19,659 shares... More of this article »
Ascentis Independent Advisors Has $1.82 Million Stock Position in ProShares UltraPro Dow30 $UDOW
Ascentis Independent Advisors increased its stake in ProShares UltraPro Dow30 (NYSEARCA:UDOW – Free Report) by 95.8% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 36,183 shares of the company’s... More of this article »
Ascentis Independent Advisors Purchases 2,971 Shares of Simon Property Group, Inc. $SPG
Ascentis Independent Advisors grew its position in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 45.7% in the first quarter, Holdings Channel.com reports. The fund owned 9,471 shares of the real estate investment trust’s... More of this article »