Notes from the Desk: All Aboard the MBS Train

11:51am, Monday, 20'th May 2024
The agency MBS sector has emerged as one of the best relative valuation opportunities in the fixed income market over the past year. Given the stabilization in yields after the May FOMC meeting and th
First United Bank & Trust raised its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent 13F filing with the SE
Pinnacle Wealth Planning Services Inc. decreased its position in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 25.0% during the fourth quarter, according to the company in its most recent
Wambolt & Associates LLC increased its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 32.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities an
Consolidated Capital Management LLC decreased its position in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 25.5% during the 4th quarter, according to its most recent disclosure with the S
USA Financial Formulas grew its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 558.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The
Meridian Wealth Management LLC reduced its stake in shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Free Report) by 9.6% in the 4th quarter, according to its most
Zillow Group, Inc. (NASDAQ:ZG – Get Free Report) General Counsel Bradley D. Owens sold 1,373 shares of the company’s stock in a transaction that occurred on Wednesday, May 15th. The stock
Vanguard Personalized Indexing Management LLC increased its holdings in Carnival Co. & plc (NYSE:CCL – Free Report) by 8.1% in the fourth quarter, according to the company in its most recen
Panagora Asset Management Inc. lessened its position in ASML Holding (NASDAQ:ASML – Free Report) by 9.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The
Private Advisor Group LLC trimmed its holdings in shares of Adams Diversified Equity Fund, Inc. (NYSE:ADX – Free Report) by 17.5% during the fourth quarter, according to its most recent 13F fili
Swiss National Bank reduced its position in Tandem Diabetes Care, Inc. (NASDAQ:TNDM – Free Report) by 9.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exc
Eyenovia, Inc. (NASDAQ:EYEN – Free Report) – Equities research analysts at Brookline Capital Management boosted their Q2 2024 earnings per share (EPS) estimates for Eyenovia in a research
Eyenovia, Inc. (NASDAQ:EYEN – Free Report) – Equities researchers at HC Wainwright decreased their Q2 2024 EPS estimates for shares of Eyenovia in a research report issued to clients and i
T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) – Equities research analysts at Zacks Research raised their Q2 2024 earnings estimates for shares of T. Rowe Price Group in a report i
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