Home » Author Archive

Image for Emerald Mutual Fund Advisers Trust Has $364,000 Stake in Eli Lilly and Company (NYSE:LLY)

Emerald Mutual Fund Advisers Trust Has $364,000 Stake in Eli Lilly and Company (NYSE:LLY)

Emerald Mutual Fund Advisers Trust trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 16.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Bridgewealth Advisory Group LLC Increases Position in Johnson & Johnson (NYSE:JNJ)

Bridgewealth Advisory Group LLC Increases Position in Johnson & Johnson (NYSE:JNJ)

Bridgewealth Advisory Group LLC increased its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 54.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for The Home Depot, Inc. (NYSE:HD) Shares Sold by Schonfeld Strategic Advisors LLC

The Home Depot, Inc. (NYSE:HD) Shares Sold by Schonfeld Strategic Advisors LLC

Schonfeld Strategic Advisors LLC trimmed its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 51.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Broadcom Inc. (NASDAQ:AVGO) Shares Sold by Emerald Mutual Fund Advisers Trust

Broadcom Inc. (NASDAQ:AVGO) Shares Sold by Emerald Mutual Fund Advisers Trust

Emerald Mutual Fund Advisers Trust reduced its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Bison Wealth LLC Has $1.52 Million Stake in Eli Lilly and Company (NYSE:LLY)

Bison Wealth LLC Has $1.52 Million Stake in Eli Lilly and Company (NYSE:LLY)

Bison Wealth LLC decreased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 54.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Comerica Bank Has $41.99 Million Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Comerica Bank Has $41.99 Million Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Comerica Bank cut its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 7.3% during the 4th quarter, HoldingsChannel reports. The fund owned 273,314 shares of the wireless technology company’s stock after... More of this article »
Image for Two Sigma Securities LLC Has $257,000 Position in Eaton Co. plc (NYSE:ETN)

Two Sigma Securities LLC Has $257,000 Position in Eaton Co. plc (NYSE:ETN)

Two Sigma Securities LLC reduced its holdings in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 88.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 773 shares of the industrial products company’s... More of this article »
Image for iShares Core MSCI EAFE ETF (BATS:IEFA) is Rehmann Capital Advisory Group’s 3rd Largest Position

iShares Core MSCI EAFE ETF (BATS:IEFA) is Rehmann Capital Advisory Group’s 3rd Largest Position

Rehmann Capital Advisory Group boosted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 7.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 953,167... More of this article »
Image for Headland Capital LLC Makes New Investment in Tesla, Inc. (NASDAQ:TSLA)

Headland Capital LLC Makes New Investment in Tesla, Inc. (NASDAQ:TSLA)

Headland Capital LLC acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 1,111 shares of the electric vehicle... More of this article »
Image for Guardian Capital LP Increases Stock Position in Chevron Co. (NYSE:CVX)

Guardian Capital LP Increases Stock Position in Chevron Co. (NYSE:CVX)

Guardian Capital LP lifted its holdings in Chevron Co. (NYSE:CVX – Free Report) by 12.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 14,954 shares of the oil and gas company’s stock... More of this article »
Image for AdvisorShares Investments LLC Takes $490,000 Position in Salesforce, Inc. (NYSE:CRM)

AdvisorShares Investments LLC Takes $490,000 Position in Salesforce, Inc. (NYSE:CRM)

AdvisorShares Investments LLC bought a new position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for 492 Shares in M&T Bank Co. (NYSE:MTB) Bought by Optiver Holding B.V.

492 Shares in M&T Bank Co. (NYSE:MTB) Bought by Optiver Holding B.V.

Optiver Holding B.V. acquired a new stake in shares of M&T Bank Co. (NYSE:MTB – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 492 shares of the financial services... More of this article »
Image for Invesco QQQ (NASDAQ:QQQ) Holdings Reduced by Rehmann Capital Advisory Group

Invesco QQQ (NASDAQ:QQQ) Holdings Reduced by Rehmann Capital Advisory Group

Rehmann Capital Advisory Group decreased its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Rehmann Capital Advisory Group Increases Position in Blackstone Inc. (NYSE:BX)

Rehmann Capital Advisory Group Increases Position in Blackstone Inc. (NYSE:BX)

Rehmann Capital Advisory Group raised its stake in shares of Blackstone Inc. (NYSE:BX – Free Report) by 5.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Parvin Asset Management LLC Purchases Shares of 9,325 C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW)

Parvin Asset Management LLC Purchases Shares of 9,325 C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW)

Parvin Asset Management LLC purchased a new stake in shares of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for 1,960 Shares in Honeywell International Inc. (NASDAQ:HON) Bought by Parvin Asset Management LLC

1,960 Shares in Honeywell International Inc. (NASDAQ:HON) Bought by Parvin Asset Management LLC

Parvin Asset Management LLC purchased a new position in Honeywell International Inc. (NASDAQ:HON – Free Report) during the 4th quarter, Holdings Channel reports. The firm purchased 1,960 shares of the conglomerate’s stock,... More of this article »
Image for Expedia Group, Inc. (NASDAQ:EXPE) Shares Sold by AdvisorShares Investments LLC

Expedia Group, Inc. (NASDAQ:EXPE) Shares Sold by AdvisorShares Investments LLC

AdvisorShares Investments LLC lessened its position in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 13.4% in the fourth quarter, Holdings Channel.com reports. The fund owned 967 shares of the online travel company’s... More of this article »
Image for WealthCollab LLC Grows Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

WealthCollab LLC Grows Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

WealthCollab LLC increased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 200.3% during the fourth quarter, Holdings Channel reports. The firm owned 8,537 shares of the company’s stock after... More of this article »
Image for Becker Capital Management Inc. Has $57.59 Million Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)

Becker Capital Management Inc. Has $57.59 Million Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)

Becker Capital Management Inc. lowered its stake in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Comerica Bank Has $105.94 Million Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

Comerica Bank Has $105.94 Million Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

Comerica Bank lessened its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,064,968 shares... More of this article »
Image for Utah Retirement Systems Has $22.45 Million Position in Applied Materials, Inc. (NASDAQ:AMAT)

Utah Retirement Systems Has $22.45 Million Position in Applied Materials, Inc. (NASDAQ:AMAT)

Utah Retirement Systems increased its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 0.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 138,057 shares... More of this article »
Image for Omnicom Group Inc. (NYSE:OMC) Shares Sold by Kovitz Investment Group Partners LLC

Omnicom Group Inc. (NYSE:OMC) Shares Sold by Kovitz Investment Group Partners LLC

Kovitz Investment Group Partners LLC reduced its stake in shares of Omnicom Group Inc. (NYSE:OMC – Free Report) by 66.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 14,559 shares... More of this article »
Image for Walmart Inc. (NYSE:WMT) Position Boosted by Unisphere Establishment

Walmart Inc. (NYSE:WMT) Position Boosted by Unisphere Establishment

Unisphere Establishment grew its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 641.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Guardian Capital LP Reduces Position in Aflac Incorporated (NYSE:AFL)

Guardian Capital LP Reduces Position in Aflac Incorporated (NYSE:AFL)

Guardian Capital LP lessened its position in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 7.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for 6,525 Shares in iShares Bitcoin Trust (NASDAQ:IBIT) Purchased by Wick Capital Partners LLC

6,525 Shares in iShares Bitcoin Trust (NASDAQ:IBIT) Purchased by Wick Capital Partners LLC

Wick Capital Partners LLC purchased a new stake in iShares Bitcoin Trust (NASDAQ:IBIT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Westerly Capital Management LLC Acquires Shares of 58,000 Okta, Inc. (NASDAQ:OKTA)

Westerly Capital Management LLC Acquires Shares of 58,000 Okta, Inc. (NASDAQ:OKTA)

Westerly Capital Management LLC bought a new position in Okta, Inc. (NASDAQ:OKTA – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought... More of this article »
Image for Connors Investor Services Inc. Lowers Holdings in Semtech Co. (NASDAQ:SMTC)

Connors Investor Services Inc. Lowers Holdings in Semtech Co. (NASDAQ:SMTC)

Connors Investor Services Inc. reduced its holdings in shares of Semtech Co. (NASDAQ:SMTC – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for The Kraft Heinz Company (NASDAQ:KHC) Holdings Lifted by Capital Analysts LLC

The Kraft Heinz Company (NASDAQ:KHC) Holdings Lifted by Capital Analysts LLC

Capital Analysts LLC grew its holdings in shares of The Kraft Heinz Company (NASDAQ:KHC – Free Report) by 50.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for DNB Bank ASA to Issue Dividend of $1.23 (OTCMKTS:DNBBY)

DNB Bank ASA to Issue Dividend of $1.23 (OTCMKTS:DNBBY)

DNB Bank ASA (OTCMKTS:DNBBY – Get Free Report) declared a dividend on Tuesday, April 29th, investing.com reports. Shareholders of record on Monday, May 5th will be paid a dividend of 1.2311 per share on Friday, May 16th. This... More of this article »
Image for Parvin Asset Management LLC Makes New $570,000 Investment in Triple Flag Precious Metals Corp. (NYSE:TFPM)

Parvin Asset Management LLC Makes New $570,000 Investment in Triple Flag Precious Metals Corp. (NYSE:TFPM)

Parvin Asset Management LLC bought a new position in shares of Triple Flag Precious Metals Corp. (NYSE:TFPM – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Fidelity National Information Services, Inc. (NYSE:FIS) Shares Purchased by AQR Capital Management LLC

Fidelity National Information Services, Inc. (NYSE:FIS) Shares Purchased by AQR Capital Management LLC

AQR Capital Management LLC grew its holdings in shares of Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 7.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for AQR Capital Management LLC Sells 18,449 Shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)

AQR Capital Management LLC Sells 18,449 Shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)

AQR Capital Management LLC reduced its stake in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 8.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for Schonfeld Strategic Advisors LLC Makes New $13.43 Million Investment in AutoNation, Inc. (NYSE:AN)

Schonfeld Strategic Advisors LLC Makes New $13.43 Million Investment in AutoNation, Inc. (NYSE:AN)

Schonfeld Strategic Advisors LLC purchased a new stake in shares of AutoNation, Inc. (NYSE:AN – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Paloma Partners Management Co Invests $146,000 in Crescent Energy (NYSE:CRGY)

Paloma Partners Management Co Invests $146,000 in Crescent Energy (NYSE:CRGY)

Paloma Partners Management Co purchased a new position in shares of Crescent Energy (NYSE:CRGY – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Lido Advisors LLC Purchases 33,110 Shares of Roku, Inc. (NASDAQ:ROKU)

Lido Advisors LLC Purchases 33,110 Shares of Roku, Inc. (NASDAQ:ROKU)

Lido Advisors LLC increased its position in Roku, Inc. (NASDAQ:ROKU – Free Report) by 108.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Northern Trust Corp Boosts Holdings in Targa Resources Corp. (NYSE:TRGP)

Northern Trust Corp Boosts Holdings in Targa Resources Corp. (NYSE:TRGP)

Northern Trust Corp raised its stake in shares of Targa Resources Corp. (NYSE:TRGP – Free Report) by 8.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 2,191,307 shares of the pipeline... More of this article »
Image for Unisphere Establishment Boosts Stake in Onestream, Inc. (NASDAQ:OS)

Unisphere Establishment Boosts Stake in Onestream, Inc. (NASDAQ:OS)

Unisphere Establishment boosted its stake in Onestream, Inc. (NASDAQ:OS – Free Report) by 16.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 260,000... More of this article »
Image for Unisphere Establishment Sells 257,500 Shares of BrightSpring Health Services, Inc. (NASDAQ:BTSG)

Unisphere Establishment Sells 257,500 Shares of BrightSpring Health Services, Inc. (NASDAQ:BTSG)

Unisphere Establishment reduced its holdings in shares of BrightSpring Health Services, Inc. (NASDAQ:BTSG – Free Report) by 44.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 322,500 shares of the company’s... More of this article »
Image for B. Riley Has Pessimistic Outlook of Gentex Q2 Earnings

B. Riley Has Pessimistic Outlook of Gentex Q2 Earnings

Gentex Co. (NASDAQ:GNTX – Free Report) – Investment analysts at B. Riley dropped their Q2 2025 earnings per share estimates for Gentex in a report issued on Monday, April 28th. B. Riley analyst J. Nichols now anticipates... More of this article »
Image for Parvin Asset Management LLC Acquires New Position in Mercury General Co. (NYSE:MCY)

Parvin Asset Management LLC Acquires New Position in Mercury General Co. (NYSE:MCY)

Parvin Asset Management LLC bought a new stake in Mercury General Co. (NYSE:MCY – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 9,760... More of this article »
Image for Origin Materials, Inc. (NASDAQ:ORGN) Stake Reduced by Apollo Management Holdings L.P.

Origin Materials, Inc. (NASDAQ:ORGN) Stake Reduced by Apollo Management Holdings L.P.

Apollo Management Holdings L.P. cut its holdings in Origin Materials, Inc. (NASDAQ:ORGN – Free Report) by 10.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Guardian Capital LP Grows Stock Position in Unilever PLC (NYSE:UL)

Guardian Capital LP Grows Stock Position in Unilever PLC (NYSE:UL)

Guardian Capital LP boosted its stake in shares of Unilever PLC (NYSE:UL – Free Report) by 1.1% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 151,115 shares of the company’s stock... More of this article »
Image for Guardian Capital LP Increases Stake in Shell plc (NYSE:SHEL)

Guardian Capital LP Increases Stake in Shell plc (NYSE:SHEL)

Guardian Capital LP grew its stake in shares of Shell plc (NYSE:SHEL – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for The Lovesac Company (NASDAQ:LOVE) Shares Purchased by Connors Investor Services Inc.

The Lovesac Company (NASDAQ:LOVE) Shares Purchased by Connors Investor Services Inc.

Connors Investor Services Inc. boosted its holdings in shares of The Lovesac Company (NASDAQ:LOVE – Free Report) by 40.1% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for 3,141 Shares in Mastercard Incorporated (NYSE:MA) Purchased by Wick Capital Partners LLC

3,141 Shares in Mastercard Incorporated (NYSE:MA) Purchased by Wick Capital Partners LLC

Wick Capital Partners LLC bought a new stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 3,141 shares of the credit services... More of this article »
Image for Talon Private Wealth LLC Purchases Shares of 8,350 Albemarle Co. (NYSE:ALB)

Talon Private Wealth LLC Purchases Shares of 8,350 Albemarle Co. (NYSE:ALB)

Talon Private Wealth LLC acquired a new position in shares of Albemarle Co. (NYSE:ALB – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 8,350 shares... More of this article »
Image for Invesco NASDAQ 100 ETF (NASDAQ:QQQM) is Wick Capital Partners LLC’s 5th Largest Position

Invesco NASDAQ 100 ETF (NASDAQ:QQQM) is Wick Capital Partners LLC’s 5th Largest Position

Wick Capital Partners LLC raised its stake in Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 420.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Triumph Capital Management Buys 3,468 Shares of AGNC Investment Corp. (NASDAQ:AGNC)

Triumph Capital Management Buys 3,468 Shares of AGNC Investment Corp. (NASDAQ:AGNC)

Triumph Capital Management raised its stake in shares of AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 4.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 88,602... More of this article »
Image for Triumph Capital Management Reduces Stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Triumph Capital Management Reduces Stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Triumph Capital Management trimmed its position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 6.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM) Position Increased by WealthCollab LLC

Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM) Position Increased by WealthCollab LLC

WealthCollab LLC boosted its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 8.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »