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Robertson Stephens Wealth Management LLC Cuts Stake in Caterpillar Inc. $CAT

Robertson Stephens Wealth Management LLC trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT - Free Report) by 7.1% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 14,910 shares of the industrial products company's stock a

NYSE:CAT
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Robertson Stephens Wealth Management LLC Takes $9.56 Million Position in Sprott Inc. $SII

Robertson Stephens Wealth Management LLC acquired a new stake in shares of Sprott Inc. (NYSE:SII - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 138,361 shares of the company's stock, valued at approxim

NYSE:SII
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4,283 Shares in Xcel Energy Inc. $XEL Purchased by Endeavor Private Wealth Inc.

Endeavor Private Wealth Inc. purchased a new position in Xcel Energy Inc. (NASDAQ:XEL - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 4,283 shares of the company's sto

NASDAQ:XEL
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Cascade Investment Group Inc. Takes $215,000 Position in TE Connectivity Ltd. $TEL

Cascade Investment Group Inc. acquired a new position in shares of TE Connectivity Ltd. (NYSE:TEL - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 1,275 shares of the electronics maker's stock

NYSE:TEL
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561 Shares in Caterpillar Inc. $CAT Acquired by Cascade Investment Group Inc.

Cascade Investment Group Inc. purchased a new position in shares of Caterpillar Inc. (NYSE:CAT - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 561 shares of the industrial products company's stock, va

NYSE:CAT
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Cascade Investment Group Inc. Makes New $318,000 Investment in Everus Construction Group, Inc. $ECG

Cascade Investment Group Inc. acquired a new position in shares of Everus Construction Group, Inc. (NYSE:ECG - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 5,000 shares of the company's stock, valued at app

NYSE:ECG
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Costello Asset Management INC Lowers Holdings in Parker-Hannifin Corporation $PH

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Costello Asset Management INC Sells 6,560 Shares of Zimmer Biomet Holdings, Inc. $ZBH

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Costello Asset Management INC Invests $285,000 in Interactive Brokers Group, Inc. $IBKR

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Costello Asset Management INC Lowers Stock Position in Paychex, Inc. $PAYX

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TC Energy (TSE:TRP) Downgraded by Cibc World Mkts to "Hold"

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Enbridge (TSE:ENB) Downgraded by Cibc World Mkts to "Hold"

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Verano (OTCMKTS:VRNOF) Upgraded by Canaccord Genuity Group to "Strong-Buy" Rating

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RWE (OTCMKTS:RWEOY) Upgraded by BNP Paribas to Outperform Rating

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The Goldman Sachs Group Upgrades National Australia Bank (OTCMKTS:NABZY) to Strong Sell

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Mitsui & Co. (OTCMKTS:MITSY) Upgraded at Zacks Research

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Johnson Matthey (OTCMKTS:JMPLY) Upgraded by Zacks Research to "Strong-Buy" Rating

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Hermes International (OTCMKTS:HESAY) Rating Increased to Strong-Buy at DZ Bank

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Green Thumb Industries (OTCMKTS:GTBIF) Stock Rating Upgraded by Canaccord Genuity Group

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Enel (OTCMKTS:ENLAY) Raised to "Hold" at Hsbc Global Res

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Curaleaf (OTCMKTS:CURLF) Upgraded to "Strong-Buy" at Canaccord Genuity Group

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The Goldman Sachs Group Initiates Coverage on Commonwealth Bank of Australia (OTCMKTS:CMWAY)

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IQVIA (NYSE:IQV) Upgraded by Hsbc Global Res to "Strong-Buy" Rating

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Harmony Gold Mining (NYSE:HMY) Rating Increased to Strong-Buy at Hsbc Global Res

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Highwoods Properties (NYSE:HIW) Coverage Initiated by Analysts at Wolfe Research

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Hillenbrand (NYSE:HI) Downgraded by Zacks Research to "Hold"

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HCI Group (NYSE:HCI) Rating Increased to Strong-Buy at Zacks Research

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Eagle Materials (NYSE:EXP) Upgraded by Wells Fargo & Company to "Strong-Buy" Rating

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Equinor ASA (NYSE:EQNR) Downgraded to Strong Sell Rating by DZ Bank

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Enbridge (NYSE:ENB) Downgraded by Cibc World Mkts to Hold

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