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MarketBeat Instant News Alerts

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ABLE Financial Group LLC Invests $10 Million in Stagwell Inc. $STGW

MarketBeat

ABLE Financial Group LLC purchased a new position in Stagwell Inc. (NASDAQ:STGW - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 2,222,342 shares of the company's stock, valued at approximately $10,001,00

NASDAQ:STGW
Read ABLE Financial Group LLC Invests $10 Million in Stagwell Inc. $STGW
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Strategic Planning Group LLC Trims Stock Position in Thermo Fisher Scientific Inc. $TMO

MarketBeat

Strategic Planning Group LLC cut its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO - Free Report) by 92.3% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 613 shares of the medical research company's s

NYSE:TMO
Read Strategic Planning Group LLC Trims Stock Position in Thermo Fisher Scientific Inc. $TMO
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Strategic Planning Group LLC Cuts Stock Holdings in Eli Lilly and Company $LLY

MarketBeat

Strategic Planning Group LLC decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY - Free Report) by 93.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 453 shares of the company's stock

NYSE:LLY
Read Strategic Planning Group LLC Cuts Stock Holdings in Eli Lilly and Company $LLY
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Strategic Planning Group LLC Boosts Stock Holdings in Wells Fargo & Company $WFC

MarketBeat

Strategic Planning Group LLC boosted its position in shares of Wells Fargo & Company (NYSE:WFC - Free Report) by 724.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,017 shares of the fina

NYSE:WFC
Read Strategic Planning Group LLC Boosts Stock Holdings in Wells Fargo & Company $WFC
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Strategic Planning Group LLC Raises Position in Bank of America Corporation $BAC

MarketBeat

Strategic Planning Group LLC raised its holdings in Bank of America Corporation (NYSE:BAC) by 1,218.4% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 72,802 shares of the financial services provider's stock after buying an a

NYSE:BAC
Read Strategic Planning Group LLC Raises Position in Bank of America Corporation $BAC
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Strategic Planning Group LLC Boosts Stock Holdings in DraftKings Inc. $DKNG

MarketBeat

Strategic Planning Group LLC raised its holdings in shares of DraftKings Inc. (NASDAQ:DKNG - Free Report) by 9.7% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 86,482 shares of the company's stock after acquiring an

NASDAQ:DKNG
Read Strategic Planning Group LLC Boosts Stock Holdings in DraftKings Inc. $DKNG

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3Kingstone Capital Partners Texas LLC Makes New $192.92 Million Investment in Rocket Lab Corporation $RKLB
4Nebius Group (NASDAQ:NBIS) Earns Buy Rating from The Goldman Sachs Group
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6Alphabet (NASDAQ:GOOG) CEO Sells $8,108,750.00 in Stock
7UnitedHealth Group (NYSE:UNH) Stock Price Down 2% - Should You Sell?
8FY2026 EPS Estimates for aTyr Pharma Lifted by HC Wainwright

All MarketBeat Instant News Alerts

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Strategic Planning Group LLC Has $4.44 Million Stock Position in Salesforce Inc. $CRM

MarketBeat
NYSE:CRM
Read Strategic Planning Group LLC Has $4.44 Million Stock Position in Salesforce Inc. $CRM
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Strategic Planning Group LLC Acquires New Position in Southern Company (The) $SO

MarketBeat
NYSE:SO
Read Strategic Planning Group LLC Acquires New Position in Southern Company (The) $SO
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Strategic Planning Group LLC Purchases 2,931 Shares of EOG Resources, Inc. $EOG

MarketBeat
NYSE:EOG
Read Strategic Planning Group LLC Purchases 2,931 Shares of EOG Resources, Inc. $EOG
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Strategic Planning Group LLC Grows Stock Holdings in Phillips 66 $PSX

MarketBeat
NYSE:PSX
Read Strategic Planning Group LLC Grows Stock Holdings in Phillips 66 $PSX
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Strategic Planning Group LLC Has $4.80 Million Stock Position in BWX Technologies, Inc. $BWXT

MarketBeat
NYSE:BWXT
Read Strategic Planning Group LLC Has $4.80 Million Stock Position in BWX Technologies, Inc. $BWXT
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Strategic Planning Group LLC Purchases 730 Shares of ASML Holding N.V. $ASML

MarketBeat
NASDAQ:ASML
Read Strategic Planning Group LLC Purchases 730 Shares of ASML Holding N.V. $ASML
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Strategic Planning Group LLC Acquires New Holdings in HCA Healthcare, Inc. $HCA

MarketBeat
NYSE:HCA
Read Strategic Planning Group LLC Acquires New Holdings in HCA Healthcare, Inc. $HCA
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Strategic Planning Group LLC Grows Position in U.S. Bancorp $USB

MarketBeat
NYSE:USB
Read Strategic Planning Group LLC Grows Position in U.S. Bancorp $USB
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Strategic Planning Group LLC Increases Position in Shopify Inc. $SHOP

MarketBeat
NASDAQ:SHOP
Read Strategic Planning Group LLC Increases Position in Shopify Inc. $SHOP
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Strategic Planning Group LLC Purchases 3,288 Shares of Coinbase Global, Inc. $COIN

MarketBeat
NASDAQ:COIN
Read Strategic Planning Group LLC Purchases 3,288 Shares of Coinbase Global, Inc. $COIN
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Strategic Planning Group LLC Boosts Stock Holdings in Advanced Micro Devices, Inc. $AMD

MarketBeat
NASDAQ:AMD
Read Strategic Planning Group LLC Boosts Stock Holdings in Advanced Micro Devices, Inc. $AMD
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The Goldman Sachs Group, Inc. $GS Stock Position Lifted by Strategic Planning Group LLC

MarketBeat
NYSE:GS
Read The Goldman Sachs Group, Inc. $GS Stock Position Lifted by Strategic Planning Group LLC
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Strategic Planning Group LLC Buys 1,892 Shares of Oracle Corporation $ORCL

MarketBeat
NYSE:ORCL
Read Strategic Planning Group LLC Buys 1,892 Shares of Oracle Corporation $ORCL
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Strategic Planning Group LLC Has $7.08 Million Stock Position in Intuitive Surgical, Inc. $ISRG

MarketBeat
NASDAQ:ISRG
Read Strategic Planning Group LLC Has $7.08 Million Stock Position in Intuitive Surgical, Inc. $ISRG
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Strategic Planning Group LLC Grows Position in Cloudflare, Inc. $NET

MarketBeat
NYSE:NET
Read Strategic Planning Group LLC Grows Position in Cloudflare, Inc. $NET
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54,032 Shares in Morgan Stanley $MS Bought by Strategic Planning Group LLC

MarketBeat
NYSE:MS
Read 54,032 Shares in Morgan Stanley $MS Bought by Strategic Planning Group LLC
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Strategic Planning Group LLC Acquires 5,919 Shares of Cisco Systems, Inc. $CSCO

MarketBeat
NASDAQ:CSCO
Read Strategic Planning Group LLC Acquires 5,919 Shares of Cisco Systems, Inc. $CSCO
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Strategic Planning Group LLC Grows Holdings in Oklo Inc. $OKLO

MarketBeat
NYSE:OKLO
Read Strategic Planning Group LLC Grows Holdings in Oklo Inc. $OKLO
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Strategic Planning Group LLC Has $8.67 Million Holdings in International Business Machines Corporation $IBM

MarketBeat
NYSE:IBM
Read Strategic Planning Group LLC Has $8.67 Million Holdings in International Business Machines Corporation $IBM
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Strategic Planning Group LLC Acquires 2,260 Shares of Palo Alto Networks, Inc. $PANW

MarketBeat
NASDAQ:PANW
Read Strategic Planning Group LLC Acquires 2,260 Shares of Palo Alto Networks, Inc. $PANW
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Strategic Planning Group LLC Boosts Stake in Costco Wholesale Corporation $COST

MarketBeat
NASDAQ:COST
Read Strategic Planning Group LLC Boosts Stake in Costco Wholesale Corporation $COST
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Strategic Planning Group LLC Has $15.40 Million Holdings in Comfort Systems USA, Inc. $FIX

MarketBeat
NYSE:FIX
Read Strategic Planning Group LLC Has $15.40 Million Holdings in Comfort Systems USA, Inc. $FIX
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Walmart Inc. $WMT Shares Bought by Strategic Planning Group LLC

MarketBeat
NYSE:WMT
Read Walmart Inc. $WMT Shares Bought by Strategic Planning Group LLC
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Strategic Planning Group LLC Grows Stake in Tesla, Inc. $TSLA

MarketBeat
NASDAQ:TSLA
Read Strategic Planning Group LLC Grows Stake in Tesla, Inc. $TSLA