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SageView Advisory Group LLC Cuts Stock Position in Vanguard Value ETF $VTV

SageView Advisory Group LLC has reduced its position in Vanguard Value ETF (NYSEARCA: VTV) by 8.3% during the first quarter, according to a recent SEC filing. The fund sold 1,896 shares, retaining a total of 20,951 shares by quarter’s end.

ETFs

Stock Market

 SageView Advisory Group LLC Cuts Stock Position in Vanguard Value ETF $VTV
SageView Advisory Group LLC Reduces Stock Position in Vanguard Growth ETF $VUG

SageView Advisory Group LLC reduced its stake in Vanguard Growth ETF by 30.8% during the first quarter. After selling 5,280 shares, the firm now holds 11,885 shares valued at $4,407,000.

ETFs

Stock Market

 SageView Advisory Group LLC Reduces Stock Position in Vanguard Growth ETF $VUG
SageView Advisory Group LLC Cuts Position in Vanguard Value ETF $VTV

SageView Advisory Group LLC recently reduced its holdings in Vanguard Value ETF by 8.3%, selling 1,896 shares during the first quarter. This move leaves the firm with 20,951 shares of the fund, according to its latest filing with the Securities and Exchange Commission (SEC).

ETFs

Stock Market

 SageView Advisory Group LLC Cuts Position in Vanguard Value ETF $VTV
West Pharmaceutical Services, Inc. $WST Shares Sold by Meiji Yasuda Asset Management Co Ltd.

Meiji Yasuda Asset Management Co. Ltd. reduced its stake in West Pharmaceutical Services, Inc. by 6.7% this past quarter. In doing so, the institutional investor sold 737 shares and retained 10,248 shares of the medical instruments supplier, reflecting a closely watched shift in its portfolio.

Stock Market

 West Pharmaceutical Services, Inc. $WST Shares Sold by Meiji Yasuda Asset Management Co Ltd.
Arete Wealth Advisors LLC Sells 36 Shares of Kinsale Capital Group, Inc. $KNSL

Arete Wealth Advisors LLC revealed it sold 36 shares of Kinsale Capital Group, reducing its stake by 3.1%. The firm now owns 1,120 shares of the financial services provider, according to a recent 13F filing with the Securities and Exchange Commission.

Stock Market

 Arete Wealth Advisors LLC Sells 36 Shares of Kinsale Capital Group, Inc. $KNSL
Meiji Yasuda Asset Management Co Ltd. Sells 30,712 Shares of Pentair plc $PNR

Meiji Yasuda Asset Management Co. Ltd. significantly reduced its investment in Pentair plc in the first quarter, cutting its stake by more than half. According to a regulatory filing, the firm sold over 30,700 shares, leaving it with 26,373 shares at the close of the reporting period.

Stock Market

 Meiji Yasuda Asset Management Co Ltd. Sells 30,712 Shares of Pentair plc $PNR
421 Shares in Credit Acceptance Corporation $CACC Bought by EP Wealth Advisors LLC

EP Wealth Advisors LLC has purchased 421 shares of Credit Acceptance Corporation, a credit services provider, during the first quarter. The newly reported investment—valued at approximately $217,000—was disclosed in the firm’s most recent SEC filing, signifying a noteworthy move in its portfolio.

Stock Market

33,244 Shares in Coursera, Inc. $COUR Acquired by EP Wealth Advisors LLC

EP Wealth Advisors LLC has made a strategic move into online education by purchasing 33,244 shares of Coursera, Inc., worth around $221,000. The transaction, disclosed via an SEC filing, signals growing institutional confidence in Coursera’s potential to transform digital learning.

Stock Market

Upcoming PPI Data Likely to Validate Inflation Concerns

As economists await the latest Producer Price Index figures, apprehension about inflation remains high. The market analysis references tech heavyweights like Oracle, NVIDIA, and Meta, suggesting a broad scope of potential impacts across industries.

Stock Market

 Upcoming PPI Data Likely to Validate Inflation Concerns
Wearable Devices Stock Surges Over 125% After Hours: Here’s Why

Wearable Devices Ltd. (NASDAQ:WLDS) made waves in the market when its shares surged over 125% in after-hours trading. The spike followed a new product launch—the AI-driven Mudra Link wristband—and promising first-half 2025 financial results that indicate a strong foothold in the ever-evolving wearables sector.

Stock Market

 Wearable Devices Stock Surges Over 125% After Hours: Here’s Why
IPOs this week: Klarna, Legence, Gemini, and more join the growing list of stock listings to watch in 2025

A rush of stock listings is heating up this traditionally slow market period, as Klarna, Legence, Via Transportation, Black Rock Coffee, and Gemini Space Station all plan to go public. Many are looking to capitalize on renewed investor excitement following recent successful IPOs, making it one of the busiest weeks for new listings in years.

Stock Market

 IPOs this week: Klarna, Legence, Gemini, and more join the growing list of stock listings to watch in 2025
Arete Wealth Advisors LLC Has $2.38 Million Stock Position in United Parcel Service, Inc. $UPS

Arete Wealth Advisors LLC has substantially increased its investment in United Parcel Service (UPS), raising its stake by 39.5% in the first quarter. According to a recent regulatory filing, the firm now holds 21,632 UPS shares, valued at approximately $2.38 million.

Stock Market

 Arete Wealth Advisors LLC Has $2.38 Million Stock Position in United Parcel Service, Inc. $UPS
Peloton Wealth Strategists Lowers Holdings in Monster Beverage Corporation $MNST

Peloton Wealth Strategists has reduced its stake in Monster Beverage Corporation by 1.7% during the first quarter, selling 750 shares in the process. An SEC filing confirms that the institutional investor currently holds 43,645 shares of the beverage company’s stock.

Stock Market

 Peloton Wealth Strategists Lowers Holdings in Monster Beverage Corporation $MNST
HFM Investment Advisors LLC Buys Shares of 2,769 Exelon Corporation $EXC

HFM Investment Advisors LLC disclosed a fresh purchase of 2,769 Exelon Corporation shares, valued at around $128,000. The first-quarter acquisition, recorded in an SEC filing, represents a small but noteworthy addition to the firm’s portfolio.

Stock Market

 HFM Investment Advisors LLC Buys Shares of 2,769 Exelon Corporation $EXC
Great Lakes Advisors LLC Sells 1,109,891 Shares of SPDR Portfolio Emerging Markets ETF $SPEM

Great Lakes Advisors LLC scaled back its stake in SPDR Portfolio Emerging Markets ETF by selling over one million shares. According to its latest SEC filing, the firm now holds 446,006 shares, marking a 71.3% reduction.

ETFs

Stock Market

 Great Lakes Advisors LLC Sells 1,109,891 Shares of SPDR Portfolio Emerging Markets ETF $SPEM
Great Lakes Advisors LLC Sells 3,717 Shares of Affiliated Managers Group, Inc. $AMG

Great Lakes Advisors LLC reduced its position in Affiliated Managers Group by 3.4% in the first quarter, selling 3,717 shares. The firm now holds 106,270 shares in the asset manager, according to a recent regulatory filing.

Stock Market

 Great Lakes Advisors LLC Sells 3,717 Shares of Affiliated Managers Group, Inc. $AMG
Prosafe SE: New registered share capital following exercise of Warrants

Prosafe SE recently confirmed that new share capital has been registered, following the exercise of warrants first mentioned in an announcement in July 2025. This latest update highlights the role of the Norwegian Financial Supervisory Authority, which approved the prospectus for up to 17,868,651 warrants.

Stock Market

Voleon Capital Management LP Cuts Stake in PPG Industries, Inc. $PPG

Voleon Capital Management LP has reduced its position in PPG Industries by 68.4% during the first quarter, according to a recent Securities and Exchange Commission filing. The sale of 20,666 shares left the specialty chemicals company’s investor holding at just 9,561 shares.

Stock Market

 Voleon Capital Management LP Cuts Stake in PPG Industries, Inc. $PPG
5,241 Shares in iShares Core S&P Small-Cap ETF $IJR Acquired by Trexquant Investment LP

Trexquant Investment LP recently acquired 5,241 shares of iShares Core S&P Small-Cap ETF, valued at about $548,000. This disclosure, filed with the SEC, underscores Trexquant’s continued interest in smaller, growth-oriented companies.

ETFs

Stock Market

Trexquant Investment LP Takes Position in Mister Car Wash, Inc. $MCW

Trexquant Investment LP acquired nearly 70,000 shares of Mister Car Wash, Inc. (NYSE:MCW) during the first quarter, according to its latest SEC filing. The purchase, valued at around $550,000, underscores growing institutional interest in the national car wash chain.

Stock Market

LiveBytes – Periodic Summary for Traders and Investors

LiveBytes, a fast-moving feed from investingLive.com, offers traders and investors curated headlines and market insights as they happen. From gold’s record high to shifting monetary policy and AI-driven opportunities, it’s a one-stop resource for timely data and commentary.

Stock Market

 LiveBytes – Periodic Summary for Traders and Investors
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