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Image for D.A. Davidson & CO. Acquires 15,276 Shares of Analog Devices, Inc. $ADI

D.A. Davidson & CO. Acquires 15,276 Shares of Analog Devices, Inc. $ADI

D.A. Davidson & CO. lifted its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 161.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for TFI International Q1 Earnings Call Highlights

TFI International Q1 Earnings Call Highlights

TFI International (NYSE:TFII) reported first-quarter 2026 adjusted diluted earnings per share of $0.69, as management pointed to ongoing operating efficiency efforts and a focus on maintaining a “rock-solid balance sheet” to manage... More of this article »
Image for D.A. Davidson & CO. Boosts Stake in SLB Limited $SLB

D.A. Davidson & CO. Boosts Stake in SLB Limited $SLB

D.A. Davidson & CO. boosted its stake in SLB Limited (NYSE:SLB – Free Report) by 27.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 174,926 shares of the oil and gas company’s... More of this article »
Image for D.A. Davidson & CO. Purchases 14,215 Shares of JPMorgan U.S. Quality Factor ETF $JQUA

D.A. Davidson & CO. Purchases 14,215 Shares of JPMorgan U.S. Quality Factor ETF $JQUA

D.A. Davidson & CO. lifted its position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 13.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Ameriprise Financial, Inc. $AMP Stock Position Increased by D.A. Davidson & CO.

Ameriprise Financial, Inc. $AMP Stock Position Increased by D.A. Davidson & CO.

D.A. Davidson & CO. raised its position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 116.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Real Brokerage to Buy RE/MAX in $880M Deal, Aiming for $30M Synergies and 2026 Close

Real Brokerage to Buy RE/MAX in $880M Deal, Aiming for $30M Synergies and 2026 Close

Real Brokerage (NASDAQ:REAX) outlined plans to acquire RE/MAX Holdings in a definitive agreement that CEO Tamir Poleg described as a “transformational combination” bringing together RE/MAX’s global franchise network and brand... More of this article »
Image for D.A. Davidson & CO. Grows Stock Holdings in AutoZone, Inc. $AZO

D.A. Davidson & CO. Grows Stock Holdings in AutoZone, Inc. $AZO

D.A. Davidson & CO. grew its holdings in AutoZone, Inc. (NYSE:AZO – Free Report) by 13.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,098... More of this article »
Image for D.A. Davidson & CO. Acquires 14,697 Shares of Vanguard Intermediate-Term Bond ETF $BIV

D.A. Davidson & CO. Acquires 14,697 Shares of Vanguard Intermediate-Term Bond ETF $BIV

D.A. Davidson & CO. lifted its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 17.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Image for D.A. Davidson & CO. Has $6.90 Million Position in Ferguson plc $FERG

D.A. Davidson & CO. Has $6.90 Million Position in Ferguson plc $FERG

D.A. Davidson & CO. boosted its stake in shares of Ferguson plc (NYSE:FERG – Free Report) by 89.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Image for D.A. Davidson & CO. Has $8.63 Million Position in GE Vernova Inc. $GEV

D.A. Davidson & CO. Has $8.63 Million Position in GE Vernova Inc. $GEV

D.A. Davidson & CO. increased its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 3.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for D.A. Davidson & CO. Grows Stock Holdings in ONEOK, Inc. $OKE

D.A. Davidson & CO. Grows Stock Holdings in ONEOK, Inc. $OKE

D.A. Davidson & CO. raised its position in shares of ONEOK, Inc. (NYSE:OKE – Free Report) by 7.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Intel Corporation $INTC Shares Sold by D.A. Davidson & CO.

Intel Corporation $INTC Shares Sold by D.A. Davidson & CO.

D.A. Davidson & CO. reduced its holdings in Intel Corporation (NASDAQ:INTC – Free Report) by 13.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for D.A. Davidson & CO. Has $5.89 Million Stake in Arch Capital Group Ltd. $ACGL

D.A. Davidson & CO. Has $5.89 Million Stake in Arch Capital Group Ltd. $ACGL

D.A. Davidson & CO. increased its stake in shares of Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 14.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for D.A. Davidson & CO. Sells 3,401 Shares of Modine Manufacturing Company $MOD

D.A. Davidson & CO. Sells 3,401 Shares of Modine Manufacturing Company $MOD

D.A. Davidson & CO. lessened its stake in Modine Manufacturing Company (NYSE:MOD – Free Report) by 5.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for AllianceBernstein Holding L.P. $AB Shares Acquired by D.A. Davidson & CO.

AllianceBernstein Holding L.P. $AB Shares Acquired by D.A. Davidson & CO.

D.A. Davidson & CO. boosted its stake in AllianceBernstein Holding L.P. (NYSE:AB – Free Report) by 10.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 165,739 shares of... More of this article »
Image for D.A. Davidson & CO. Boosts Stock Holdings in Capital Group U.S. Multi-Sector Income ETF $CGMS

D.A. Davidson & CO. Boosts Stock Holdings in Capital Group U.S. Multi-Sector Income ETF $CGMS

D.A. Davidson & CO. raised its position in shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 9.1% in the 4th quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for iShares Core MSCI EAFE ETF $IEFA Shares Sold by D.A. Davidson & CO.

iShares Core MSCI EAFE ETF $IEFA Shares Sold by D.A. Davidson & CO.

D.A. Davidson & CO. decreased its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Western Union Q1 Earnings Call Highlights

Western Union Q1 Earnings Call Highlights

Western Union (NYSE:WU) reported first-quarter 2026 revenue of about $1.0 billion and said it is seeing early signs of stabilization in the U.S. remittance market, even as profitability fell short of management’s expectations due... More of this article »
Image for IperionX Investor Update: Ramps U.S. Titanium Scale-Up as Demand Soars, Titan Project Update Nears

IperionX Investor Update: Ramps U.S. Titanium Scale-Up as Demand Soars, Titan Project Update Nears

IperionX (NASDAQ:IPX) said it is accelerating the scale-up of its U.S.-based titanium metal supply chain as it seeks to address what it described as record demand, long lead times, and rising geopolitical risk in global titanium markets. In... More of this article »
Image for D.A. Davidson & CO. Boosts Stock Holdings in Fidelity Enhanced International ETF $FENI

D.A. Davidson & CO. Boosts Stock Holdings in Fidelity Enhanced International ETF $FENI

D.A. Davidson & CO. raised its holdings in Fidelity Enhanced International ETF (NYSEARCA:FENI – Free Report) by 10.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for American Electric Power Company, Inc. $AEP Shares Bought by D.A. Davidson & CO.

American Electric Power Company, Inc. $AEP Shares Bought by D.A. Davidson & CO.

D.A. Davidson & CO. lifted its stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 12.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for ASML Holding N.V. $ASML Stake Raised by D.A. Davidson & CO.

ASML Holding N.V. $ASML Stake Raised by D.A. Davidson & CO.

D.A. Davidson & CO. boosted its holdings in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 6.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Gilead Sciences, Inc. $GILD Stock Holdings Lifted by D.A. Davidson & CO.

Gilead Sciences, Inc. $GILD Stock Holdings Lifted by D.A. Davidson & CO.

D.A. Davidson & CO. lifted its holdings in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 8.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 66,923 shares... More of this article »
Image for D.A. Davidson & CO. Purchases 27,751 Shares of Aflac Incorporated $AFL

D.A. Davidson & CO. Purchases 27,751 Shares of Aflac Incorporated $AFL

D.A. Davidson & CO. increased its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 77.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for iShares ESG Aware MSCI USA ETF $ESGU Shares Purchased by Concurrent Investment Advisors LLC

iShares ESG Aware MSCI USA ETF $ESGU Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC boosted its stake in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 60.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Sysco Corporation $SYY Shares Bought by Concurrent Investment Advisors LLC

Sysco Corporation $SYY Shares Bought by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC grew its holdings in shares of Sysco Corporation (NYSE:SYY – Free Report) by 31.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 33,982 shares of the... More of this article »
Image for Concurrent Investment Advisors LLC Invests $1.96 Million in State Street Corporation $STT

Concurrent Investment Advisors LLC Invests $1.96 Million in State Street Corporation $STT

Concurrent Investment Advisors LLC acquired a new position in State Street Corporation (NYSE:STT – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Concurrent Investment Advisors LLC Buys 6,749 Shares of General Motors Company $GM

Concurrent Investment Advisors LLC Buys 6,749 Shares of General Motors Company $GM

Concurrent Investment Advisors LLC increased its stake in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 25.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Concurrent Investment Advisors LLC Sells 93,708 Shares of Halliburton Company $HAL

Concurrent Investment Advisors LLC Sells 93,708 Shares of Halliburton Company $HAL

Concurrent Investment Advisors LLC cut its position in shares of Halliburton Company (NYSE:HAL – Free Report) by 53.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Concurrent Investment Advisors LLC Increases Stock Holdings in Vanguard Russell 1000 Growth ETF $VONG

Concurrent Investment Advisors LLC Increases Stock Holdings in Vanguard Russell 1000 Growth ETF $VONG

Concurrent Investment Advisors LLC boosted its position in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 100.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Kimberly-Clark Corporation $KMB Shares Purchased by Concurrent Investment Advisors LLC

Kimberly-Clark Corporation $KMB Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC increased its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 57.4% during the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Image for EOG Resources, Inc. $EOG Shares Acquired by Concurrent Investment Advisors LLC

EOG Resources, Inc. $EOG Shares Acquired by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC increased its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 66.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for D.A. Davidson & CO. Purchases 11,660 Shares of Kimberly-Clark Corporation $KMB

D.A. Davidson & CO. Purchases 11,660 Shares of Kimberly-Clark Corporation $KMB

D.A. Davidson & CO. increased its holdings in shares of Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 13.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Concurrent Investment Advisors LLC Raises Position in KKR & Co. Inc. $KKR

Concurrent Investment Advisors LLC Raises Position in KKR & Co. Inc. $KKR

Concurrent Investment Advisors LLC lifted its stake in KKR & Co. Inc. (NYSE:KKR – Free Report) by 125.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Concurrent Investment Advisors LLC Purchases 6,157 Shares of Snowflake Inc. $SNOW

Concurrent Investment Advisors LLC Purchases 6,157 Shares of Snowflake Inc. $SNOW

Concurrent Investment Advisors LLC grew its position in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 103.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Concurrent Investment Advisors LLC Acquires 15,619 Shares of Chipotle Mexican Grill, Inc. $CMG

Concurrent Investment Advisors LLC Acquires 15,619 Shares of Chipotle Mexican Grill, Inc. $CMG

Concurrent Investment Advisors LLC lifted its position in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 36.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Concurrent Investment Advisors LLC Raises Stock Holdings in Northrop Grumman Corporation $NOC

Concurrent Investment Advisors LLC Raises Stock Holdings in Northrop Grumman Corporation $NOC

Concurrent Investment Advisors LLC lifted its holdings in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) by 40.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for D.A. Davidson & CO. Acquires 4,720 Shares of Vanguard Russell 2000 ETF $VTWO

D.A. Davidson & CO. Acquires 4,720 Shares of Vanguard Russell 2000 ETF $VTWO

D.A. Davidson & CO. raised its holdings in shares of Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 5.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for iShares S&P Mid-Cap 400 Value ETF $IJJ Shares Acquired by Concurrent Investment Advisors LLC

iShares S&P Mid-Cap 400 Value ETF $IJJ Shares Acquired by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC increased its stake in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 70.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Jabil, Inc. $JBL Stock Holdings Increased by Concurrent Investment Advisors LLC

Jabil, Inc. $JBL Stock Holdings Increased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC raised its holdings in shares of Jabil, Inc. (NYSE:JBL – Free Report) by 236.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Concurrent Investment Advisors LLC Acquires 3,633 Shares of Cintas Corporation $CTAS

Concurrent Investment Advisors LLC Acquires 3,633 Shares of Cintas Corporation $CTAS

Concurrent Investment Advisors LLC lifted its holdings in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) by 34.0% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 14,326... More of this article »
Image for Concurrent Investment Advisors LLC Invests $2.13 Million in Beam Therapeutics Inc. $BEAM

Concurrent Investment Advisors LLC Invests $2.13 Million in Beam Therapeutics Inc. $BEAM

Concurrent Investment Advisors LLC acquired a new stake in Beam Therapeutics Inc. (NASDAQ:BEAM – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for Martin Marietta Materials, Inc. $MLM Shares Sold by D.A. Davidson & CO.

Martin Marietta Materials, Inc. $MLM Shares Sold by D.A. Davidson & CO.

D.A. Davidson & CO. decreased its stake in Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) by 6.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Concurrent Investment Advisors LLC Buys 3,161 Shares of IQVIA Holdings Inc. $IQV

Concurrent Investment Advisors LLC Buys 3,161 Shares of IQVIA Holdings Inc. $IQV

Concurrent Investment Advisors LLC lifted its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 36.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Calamos Advisors LLC Trims Stock Holdings in Porch Group, Inc. $PRCH

Calamos Advisors LLC Trims Stock Holdings in Porch Group, Inc. $PRCH

Calamos Advisors LLC decreased its holdings in Porch Group, Inc. (NASDAQ:PRCH – Free Report) by 78.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for D.A. Davidson & CO. Has $9.94 Million Stock Position in Rio Tinto PLC $RIO

D.A. Davidson & CO. Has $9.94 Million Stock Position in Rio Tinto PLC $RIO

D.A. Davidson & CO. raised its holdings in Rio Tinto PLC (NYSE:RIO – Free Report) by 16.7% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 124,182 shares of the mining... More of this article »
Image for Concurrent Investment Advisors LLC Grows Stake in BWX Technologies, Inc. $BWXT

Concurrent Investment Advisors LLC Grows Stake in BWX Technologies, Inc. $BWXT

Concurrent Investment Advisors LLC grew its holdings in shares of BWX Technologies, Inc. (NYSE:BWXT – Free Report) by 128.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Concurrent Investment Advisors LLC Grows Position in Novartis AG $NVS

Concurrent Investment Advisors LLC Grows Position in Novartis AG $NVS

Concurrent Investment Advisors LLC raised its holdings in shares of Novartis AG (NYSE:NVS – Free Report) by 36.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Concurrent Investment Advisors LLC Boosts Holdings in The PNC Financial Services Group, Inc $PNC

Concurrent Investment Advisors LLC Boosts Holdings in The PNC Financial Services Group, Inc $PNC

Concurrent Investment Advisors LLC lifted its stake in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 43.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Concurrent Investment Advisors LLC Increases Stock Position in Rocket Lab Corporation $RKLB

Concurrent Investment Advisors LLC Increases Stock Position in Rocket Lab Corporation $RKLB

Concurrent Investment Advisors LLC boosted its stake in shares of Rocket Lab Corporation (NASDAQ:RKLB – Free Report) by 113.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »