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Duke Energy logo with Utilities background

Peak Financial Advisors LLC Purchases New Stake in Duke Energy Corporation $DUK

MarketBeat

Peak Financial Advisors LLC purchased a new stake in Duke Energy Corporation (NYSE:DUK - Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,821 shares of the utilities provider's sto

NYSE:DUK
Read Peak Financial Advisors LLC Purchases New Stake in Duke Energy Corporation $DUK
LPL Financial logo with Finance background

Peak Financial Advisors LLC Takes $462,000 Position in LPL Financial Holdings Inc. $LPLA

MarketBeat

Peak Financial Advisors LLC purchased a new stake in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,232 shares

NASDAQ:LPLA
Read Peak Financial Advisors LLC Takes $462,000 Position in LPL Financial Holdings Inc. $LPLA
Roivant Sciences logo with Medical background

Peak Financial Advisors LLC Invests $472,000 in Roivant Sciences Ltd. $ROIV

MarketBeat

Peak Financial Advisors LLC acquired a new stake in shares of Roivant Sciences Ltd. (NASDAQ:ROIV - Free Report) in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 41,880 shares of the company's stock, valued at approximately $472,000. Other institutional inv

NASDAQ:ROIV
Read Peak Financial Advisors LLC Invests $472,000 in Roivant Sciences Ltd. $ROIV
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Peak Financial Advisors LLC Acquires Shares of 3,831 Twilio Inc. $TWLO

MarketBeat

Peak Financial Advisors LLC acquired a new stake in shares of Twilio Inc. (NYSE:TWLO - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 3,831 shares of the technology company's stock, valued at approximatel

NYSE:TWLO
Read Peak Financial Advisors LLC Acquires Shares of 3,831 Twilio Inc. $TWLO
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American Healthcare REIT, Inc. $AHR Shares Sold by Peak Financial Advisors LLC

MarketBeat

Peak Financial Advisors LLC lowered its holdings in American Healthcare REIT, Inc. (NYSE:AHR - Free Report) by 48.1% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,039 shares of the company's stock after selling 12,074 shares during the

NYSE:AHR
Read American Healthcare REIT, Inc. $AHR Shares Sold by Peak Financial Advisors LLC
Danaher logo with Medical background

Peak Financial Advisors LLC Makes New Investment in Danaher Corporation $DHR

MarketBeat

Peak Financial Advisors LLC bought a new position in shares of Danaher Corporation (NYSE:DHR - Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,431 shares of the conglomer

NYSE:DHR
Read Peak Financial Advisors LLC Makes New Investment in Danaher Corporation $DHR

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5Bayforest Capital Ltd Invests $417,000 in Medical Properties Trust, Inc. $MPW
6Richtech Robotics (NASDAQ:RR) Trading 5.7% Higher - Still a Buy?
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All MarketBeat Instant News Alerts

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Peak Financial Advisors LLC Invests $480,000 in APA Corporation $APA

MarketBeat
NASDAQ:APA
Read Peak Financial Advisors LLC Invests $480,000 in APA Corporation $APA
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Peak Financial Advisors LLC Makes New $487,000 Investment in CyberArk Software Ltd. $CYBR

MarketBeat
NASDAQ:CYBR
Read Peak Financial Advisors LLC Makes New $487,000 Investment in CyberArk Software Ltd. $CYBR
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Peak Financial Advisors LLC Takes $489,000 Position in Boston Scientific Corporation $BSX

MarketBeat
NYSE:BSX
Read Peak Financial Advisors LLC Takes $489,000 Position in Boston Scientific Corporation $BSX
Brixmor Property Group logo with Finance background

18,783 Shares in Brixmor Property Group Inc. $BRX Bought by Peak Financial Advisors LLC

MarketBeat
NYSE:BRX
Read 18,783 Shares in Brixmor Property Group Inc. $BRX Bought by Peak Financial Advisors LLC
Kinsale Capital Group logo with Finance background

1,015 Shares in Kinsale Capital Group, Inc. $KNSL Acquired by Peak Financial Advisors LLC

MarketBeat
NYSE:KNSL
Read 1,015 Shares in Kinsale Capital Group, Inc. $KNSL Acquired by Peak Financial Advisors LLC
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Peak Financial Advisors LLC Purchases New Holdings in Meritage Homes Corporation $MTH

MarketBeat
NYSE:MTH
Read Peak Financial Advisors LLC Purchases New Holdings in Meritage Homes Corporation $MTH
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Peak Financial Advisors LLC Acquires New Holdings in FedEx Corporation $FDX

MarketBeat
NYSE:FDX
Read Peak Financial Advisors LLC Acquires New Holdings in FedEx Corporation $FDX
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5,735 Shares in ATI Inc. $ATI Bought by Peak Financial Advisors LLC

MarketBeat
NYSE:ATI
Read 5,735 Shares in ATI Inc. $ATI Bought by Peak Financial Advisors LLC
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Peak Financial Advisors LLC Invests $500,000 in TE Connectivity Ltd. $TEL

MarketBeat
NYSE:TEL
Read Peak Financial Advisors LLC Invests $500,000 in TE Connectivity Ltd. $TEL
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Peak Financial Advisors LLC Invests $505,000 in The Goldman Sachs Group, Inc. $GS

MarketBeat
NYSE:GS
Read Peak Financial Advisors LLC Invests $505,000 in The Goldman Sachs Group, Inc. $GS
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Peak Financial Advisors LLC Makes New $505,000 Investment in Corteva, Inc. $CTVA

MarketBeat
NYSE:CTVA
Read Peak Financial Advisors LLC Makes New $505,000 Investment in Corteva, Inc. $CTVA
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Peak Financial Advisors LLC Invests $508,000 in Curtiss-Wright Corporation $CW

MarketBeat
NYSE:CW
Read Peak Financial Advisors LLC Invests $508,000 in Curtiss-Wright Corporation $CW
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605 Shares in AutoZone, Inc. $AZO Purchased by Peak Financial Advisors LLC

MarketBeat
NYSE:AZO
Read 605 Shares in AutoZone, Inc. $AZO Purchased by Peak Financial Advisors LLC
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Peak Financial Advisors LLC Sells 263 Shares of Fair Isaac Corporation $FICO

MarketBeat
NYSE:FICO
Read Peak Financial Advisors LLC Sells 263 Shares of Fair Isaac Corporation $FICO
Marsh & McLennan Companies logo with Finance background

Peak Financial Advisors LLC Purchases Shares of 10,934 Marsh & McLennan Companies, Inc. $MMC

MarketBeat
NYSE:MMC
Read Peak Financial Advisors LLC Purchases Shares of 10,934 Marsh & McLennan Companies, Inc. $MMC
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Peak Financial Advisors LLC Takes $2.43 Million Position in Snap-On Incorporated $SNA

MarketBeat
NYSE:SNA
Read Peak Financial Advisors LLC Takes $2.43 Million Position in Snap-On Incorporated $SNA
AON logo with Finance background

Peak Financial Advisors LLC Makes New Investment in Aon plc $AON

MarketBeat
NYSE:AON
Read Peak Financial Advisors LLC Makes New Investment in Aon plc $AON
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Peak Financial Advisors LLC Takes Position in Copart, Inc. $CPRT

MarketBeat
NASDAQ:CPRT
Read Peak Financial Advisors LLC Takes Position in Copart, Inc. $CPRT
MSCI logo with Finance background

Peak Financial Advisors LLC Decreases Stake in MSCI Inc $MSCI

MarketBeat
NYSE:MSCI
Read Peak Financial Advisors LLC Decreases Stake in MSCI Inc $MSCI
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Waters Corporation $WAT Shares Sold by Peak Financial Advisors LLC

MarketBeat
NYSE:WAT
Read Waters Corporation $WAT Shares Sold by Peak Financial Advisors LLC
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Peak Financial Advisors LLC Takes $2.48 Million Position in Brown & Brown, Inc. $BRO

MarketBeat
NYSE:BRO
Read Peak Financial Advisors LLC Takes $2.48 Million Position in Brown & Brown, Inc. $BRO
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7,588 Shares in Corpay, Inc. $CPAY Acquired by Peak Financial Advisors LLC

MarketBeat
NYSE:CPAY
Read 7,588 Shares in Corpay, Inc. $CPAY Acquired by Peak Financial Advisors LLC
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Peak Financial Advisors LLC Acquires New Position in Motorola Solutions, Inc. $MSI

MarketBeat
NYSE:MSI
Read Peak Financial Advisors LLC Acquires New Position in Motorola Solutions, Inc. $MSI
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Peak Financial Advisors LLC Purchases Shares of 28,143 O'Reilly Automotive, Inc. $ORLY

MarketBeat
NASDAQ:ORLY
Read Peak Financial Advisors LLC Purchases Shares of 28,143 O'Reilly Automotive, Inc. $ORLY