Home » Author Archive
Logan Capital Management Inc. Increases Stock Holdings in British American Tobacco p.l.c. $BTI
Logan Capital Management Inc. increased its position in British American Tobacco p.l.c. (NYSE:BTI – Free Report) by 10.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 143,005 shares of the company’s... More of this article »
Ullmann Wealth Partners Group LLC Has $19.54 Million Stock Position in Vanguard Short-Term Treasury ETF $VGSH
Ullmann Wealth Partners Group LLC boosted its holdings in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 35.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 331,951... More of this article »
Polen Capital Management LLC Makes New $4.32 Million Investment in Resolute Holdings Management, Inc. $RHLD
Polen Capital Management LLC bought a new position in shares of Resolute Holdings Management, Inc. (NYSE:RHLD – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 20,915 shares... More of this article »
Colonial Trust Co SC Boosts Stake in ASML Holding N.V. $ASML
Colonial Trust Co SC lifted its holdings in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 69.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »VanEck Gold Miners ETF $GDX Shares Acquired by Kovack Advisors Inc.
Kovack Advisors Inc. increased its position in shares of VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 99.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Kovack Advisors Inc. Boosts Position in First Trust Enhanced Short Maturity ETF $FTSM
Kovack Advisors Inc. boosted its position in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 265.5% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Schwab U.S. Large-Cap Growth ETF $SCHG Shares Sold by Kovack Advisors Inc.
Kovack Advisors Inc. reduced its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 495,974... More of this article »
Great Lakes Advisors LLC Lowers Stake in Textron Inc. $TXT
Great Lakes Advisors LLC reduced its holdings in shares of Textron Inc. (NYSE:TXT – Free Report) by 6.3% in the fourth quarter, HoldingsChannel reports. The fund owned 795,539 shares of the aerospace company’s stock after... More of this article »
Head-To-Head Contrast: Aeries Technology (NASDAQ:AERT) vs. Parsons (NYSE:PSN)
Aeries Technology (NASDAQ:AERT – Get Free Report) and Parsons (NYSE:PSN – Get Free Report) are both business services companies, but which is the better stock? We will compare the two companies based on the strength of... More of this article »
Brand Engagement Network (NASDAQ:BNAI) & Torvec (OTCMKTS:CRGS) Financial Comparison
Brand Engagement Network (NASDAQ:BNAI – Get Free Report) and Torvec (OTCMKTS:CRGS – Get Free Report) are both business services companies, but which is the better investment? We will contrast the two companies based on... More of this article »
Insider Buying: Independence Gold (CVE:IGO) Insider Buys C$29,000.00 in Stock
Independence Gold Corp. (CVE:IGO – Get Free Report) insider Gestion Bouca Inc bought 290,000 shares of Independence Gold stock in a transaction dated Wednesday, June 3rd. The shares were acquired at an average cost of C$0.10... More of this article »
Sepio Capital LP Grows Position in iShares Russell 1000 Growth ETF $IWF
Sepio Capital LP boosted its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 165.4% in the 4th quarter, HoldingsChannel reports. The fund owned 21,572 shares of the exchange traded fund’s stock... More of this article »
Head-To-Head Analysis: NewHold Investment Corp III (NHIC) & Its Competitors
NewHold Investment Corp III (NASDAQ:NHIC – Get Free Report) is one of 79 public companies in the “UNCLASSIFIED” industry, but how does it compare to its peers? We will compare NewHold Investment Corp III to related... More of this article »
Prudent Man Investment Management Inc. Sells 11,664 Shares of Avantis Emerging Markets ex-China Equity ETF $AVXC
Prudent Man Investment Management Inc. lessened its holdings in shares of Avantis Emerging Markets ex-China Equity ETF (NASDAQ:AVXC – Free Report) by 53.6% during the 4th quarter, according to its most recent filing with the... More of this article »
Monashee Investment Management LLC Reduces Stock Position in Ambiq Micro, Inc. $AMBQ
Monashee Investment Management LLC cut its stake in Ambiq Micro, Inc. (NYSE:AMBQ – Free Report) by 57.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
iShares LifePath Retirement ETF (NYSEARCA:IRTR) Sees Significant Growth in Short Interest
iShares LifePath Retirement ETF (NYSEARCA:IRTR – Get Free Report) was the recipient of a large increase in short interest in the month of May. As of May 29th, there was short interest totaling 17,925 shares, an increase of 769.7%... More of this article »
Glencore (OTCMKTS:GLNCY) Downgraded by Zacks Research to “Hold”
Glencore (OTCMKTS:GLNCY – Get Free Report) was downgraded by Zacks Research from a “strong-buy” rating to a “hold” rating in a report issued on Wednesday,Zacks.com reports. Several other brokerages also... More of this article »
Michael Pegram Acquires 2,500 Shares of Caesars Entertainment (NASDAQ:CZR) Stock
Caesars Entertainment, Inc. (NASDAQ:CZR – Get Free Report) Director Michael Pegram purchased 2,500 shares of Caesars Entertainment stock in a transaction on Friday, May 12th. The shares were acquired at an average price of $42.80... More of this article »
Umicore (OTCMKTS:UMICY) Rating Lowered to Hold at Kepler Capital Markets
Umicore (OTCMKTS:UMICY – Get Free Report) was downgraded by Kepler Capital Markets from a “strong-buy” rating to a “hold” rating in a research note issued to investors on Thursday,Zacks.com reports. UMICY... More of this article »
Taikisha Ltd (OTCMKTS:TKIAF) Short Interest Up 747.4% in May
Taikisha Ltd (OTCMKTS:TKIAF – Get Free Report) saw a significant increase in short interest during the month of May. As of May 29th, there was short interest totaling 28,058 shares, an increase of 747.4% from the May 14th total... More of this article »
Dimensional US Small Cap Value ETF $DFSV Stock Position Increased by RAM Investment Partners LLC
RAM Investment Partners LLC boosted its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 75.4% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
322,880 Shares in Diageo plc $DEO Bought by Private Management Group Inc.
Private Management Group Inc. purchased a new position in Diageo plc (NYSE:DEO – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Great Lakes Advisors LLC Sells 14,040 Shares of Shell PLC Unsponsored ADR $SHEL
Great Lakes Advisors LLC decreased its position in Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Great Lakes Advisors LLC Sells 39,392 Shares of Uber Technologies, Inc. $UBER
Great Lakes Advisors LLC lessened its stake in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 17.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 192,334 shares of the ride-sharing company’s... More of this article »
7,233 Shares in Altria Group, Inc. $MO Purchased by Compass Capital Corp MA ADV
Compass Capital Corp MA ADV purchased a new position in Altria Group, Inc. (NYSE:MO – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 7,233... More of this article »
DJE Kapital AG Acquires New Position in American Express Company $AXP
DJE Kapital AG acquired a new stake in American Express Company (NYSE:AXP) in the 4th quarter, Holdings Channel.com reports. The firm acquired 58,977 shares of the payment services company’s stock, valued at approximately $22,066,000.... More of this article »
Div Capital Phoenix Assets Ltd Purchases Shares of 53,013 Blue Owl Capital Inc. $OWL
Div Capital Phoenix Assets Ltd purchased a new stake in shares of Blue Owl Capital Inc. (NYSE:OWL – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 53,013 shares of the... More of this article »
Critical Analysis: Next (OTCMKTS:NXCLF) & Cushman & Wakefield (NYSE:CWK)
Next (OTCMKTS:NXCLF – Get Free Report) and Cushman & Wakefield (NYSE:CWK – Get Free Report) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their... More of this article »
Critical Review: Maase (NASDAQ:MAAS) & Abacus Global Management (NYSE:ABX)
Abacus Global Management (NYSE:ABX – Get Free Report) and Maase (NASDAQ:MAAS – Get Free Report) are both small-cap financial services companies, but which is the better investment? We will compare the two companies based... More of this article »
SAM Advisors LLC Boosts Holdings in PGIM Ultra Short Bond ETF $PULS
SAM Advisors LLC lifted its stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 66.1% in the 4th quarter, HoldingsChannel reports. The firm owned 65,277 shares of the company’s stock after buying an additional... More of this article »
Suja Life Q1 Earnings Call Highlights
Suja Life (NASDAQ:SUJA) reported strong first-quarter fiscal 2026 results in its first earnings call as a public company, with management highlighting double-digit sales growth, margin expansion and a post-IPO balance sheet strengthened... More of this article »
Mattson Financial Services LLC Grows Holdings in BondBloxx Bloomberg Three Year Target Duration US Treasury ETF $XTRE
Mattson Financial Services LLC lifted its stake in shares of BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (NYSEARCA:XTRE – Free Report) by 15.5% in the fourth quarter, Holdings Channel reports. The institutional... More of this article »
Biogen Shareholders Back Board, Pay Plan as Freire Takes Chair Role
Biogen (NASDAQ:BIIB) stockholders approved all three proposals presented at the company’s 2026 annual meeting, including the election of 10 directors, the ratification of PricewaterhouseCoopers as independent auditor and an advisory... More of this article »
Dimensional US Marketwide Value ETF $DFUV is Prudent Man Investment Management Inc.’s 4th Largest Position
Prudent Man Investment Management Inc. raised its position in Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 6.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
RAM Investment Partners LLC Grows Stock Holdings in Dimensional US High Profitability ETF $DUHP
RAM Investment Partners LLC boosted its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP – Free Report) by 149.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
KBC Group SA (OTCMKTS:KBCSY) Sees Significant Increase in Short Interest
KBC Group SA (OTCMKTS:KBCSY – Get Free Report) saw a significant growth in short interest in the month of May. As of May 29th, there was short interest totaling 8,674 shares, a growth of 912.1% from the May 14th total of 857... More of this article »
Berkeley Group Holdings PLC Unsponsored ADR (OTCMKTS:BKGFY) Receives Consensus Rating of “Hold” from Analysts
Berkeley Group Holdings PLC Unsponsored ADR (OTCMKTS:BKGFY – Get Free Report) has been given an average rating of “Hold” by the six analysts that are currently covering the firm, Marketbeat.com reports. One analyst... More of this article »
DBV Technologies S.A. (NASDAQ:DBVT) Receives Consensus Rating of “Moderate Buy” from Analysts
Shares of DBV Technologies S.A. (NASDAQ:DBVT – Get Free Report) have earned an average recommendation of “Moderate Buy” from the eight research firms that are currently covering the stock, MarketBeat reports. One... More of this article »
Barings LLC Sells 100,291 Shares of First Trust Preferred Securities and Income ETF $FPE
Barings LLC lessened its position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) by 36.4% during the fourth quarter, Holdings Channel reports. The fund owned 175,090 shares of the company’s... More of this article »
ASO GROUP Ltd Takes Position in Philip Morris International Inc. $PM
ASO GROUP Ltd bought a new stake in Philip Morris International Inc. (NYSE:PM – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Cadence Design Systems, Inc. $CDNS Shares Sold by Aviva PLC
Aviva PLC decreased its holdings in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 2.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 471,132... More of this article »
Aviva PLC Grows Holdings in Lam Research Corporation $LRCX
Aviva PLC lifted its holdings in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 5.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
ASO GROUP Ltd Invests $4.39 Million in Vontier Corporation $VNT
ASO GROUP Ltd bought a new position in shares of Vontier Corporation (NYSE:VNT – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 118,066 shares of... More of this article »
Andra AP fonden Acquires 8,420 Shares of IDEXX Laboratories, Inc. $IDXX
Andra AP fonden raised its holdings in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 28.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Liftoff Mobile (NASDAQ:LFTO) Director Purchases $29,999,981.00 in Stock
Liftoff Mobile, Inc. (NASDAQ:LFTO – Get Free Report) Director Atlantic Genpar L.P. General bought 1,304,347 shares of the firm’s stock in a transaction dated Friday, June 5th. The shares were acquired at an average cost... More of this article »
Compass Capital Management Inc. Purchases 5,899 Shares of Automatic Data Processing, Inc. $ADP
Compass Capital Management Inc. raised its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 3.0% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor ... More of this article »
Holcim (OTCMKTS:HCMLY) Shares Pass Below 50-Day Moving Average – Should You Sell?
Holcim Ltd Unsponsored ADR (OTCMKTS:HCMLY – Get Free Report)’s stock price crossed below its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of $18.46 and traded as low as $17.97.... More of this article »
Adaptive Core ETF (BATS:RULE) Sees Significant Increase in Short Interest
Adaptive Core ETF (BATS:RULE – Get Free Report) was the target of a significant growth in short interest during the month of May. As of May 29th, there was short interest totaling 444 shares, a growth of 200.0% from the May... More of this article »
