Home » Author Archive

Image for Vicus Capital Grows Stock Holdings in Capital Group U.S. Multi-Sector Income ETF $CGMS

Vicus Capital Grows Stock Holdings in Capital Group U.S. Multi-Sector Income ETF $CGMS

Vicus Capital increased its position in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 42.3% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 497,504 shares... More of this article »
Image for TE Connectivity Ltd. $TEL Shares Sold by Matrix Asset Advisors Inc. NY

TE Connectivity Ltd. $TEL Shares Sold by Matrix Asset Advisors Inc. NY

Matrix Asset Advisors Inc. NY lessened its stake in shares of TE Connectivity Ltd. (NYSE:TEL – Free Report) by 29.8% in the first quarter, HoldingsChannel reports. The firm owned 32,664 shares of the electronics maker’s... More of this article »
Image for Matrix Asset Advisors Inc. NY Raises Holdings in Vanguard High Dividend Yield ETF $VYM

Matrix Asset Advisors Inc. NY Raises Holdings in Vanguard High Dividend Yield ETF $VYM

Matrix Asset Advisors Inc. NY increased its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 5.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Moody’s Corporation (NYSE:MCO) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Moody’s Corporation (NYSE:MCO) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Moody’s Corporation (NYSE:MCO – Get Free Report) has received a consensus rating of “Moderate Buy” from the nineteen brokerages that are currently covering the firm, Marketbeat.com reports. Six investment analysts... More of this article »
Image for First Watch Restaurant Group, Inc. (NASDAQ:FWRG) Given Average Recommendation of “Moderate Buy” by Brokerages

First Watch Restaurant Group, Inc. (NASDAQ:FWRG) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of First Watch Restaurant Group, Inc. (NASDAQ:FWRG – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the twelve analysts that are currently covering the stock, MarketBeat... More of this article »
Image for First Trust Rising Dividend Achievers ETF $RDVY Stock Holdings Raised by Next Level Private LLC

First Trust Rising Dividend Achievers ETF $RDVY Stock Holdings Raised by Next Level Private LLC

Next Level Private LLC increased its holdings in shares of First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 10.3% in the first quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
Image for SageGuard Financial Group LLC Has $3.08 Million Holdings in FT Vest Investment Grade & Target Income ETF $LQTI

SageGuard Financial Group LLC Has $3.08 Million Holdings in FT Vest Investment Grade & Target Income ETF $LQTI

SageGuard Financial Group LLC grew its holdings in FT Vest Investment Grade & Target Income ETF (NYSEARCA:LQTI – Free Report) by 79.1% in the 1st quarter, according to its most recent disclosure with the Securities and... More of this article »
Image for SageGuard Financial Group LLC Acquires New Stake in T. Rowe Price Capital Appreciation Premium Income ETF $TCAL

SageGuard Financial Group LLC Acquires New Stake in T. Rowe Price Capital Appreciation Premium Income ETF $TCAL

SageGuard Financial Group LLC acquired a new stake in T. Rowe Price Capital Appreciation Premium Income ETF (NYSEARCA:TCAL – Free Report) during the first quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Sterling Capital Management LLC Sells 7,841 Shares of Garmin Ltd. $GRMN

Sterling Capital Management LLC Sells 7,841 Shares of Garmin Ltd. $GRMN

Sterling Capital Management LLC reduced its position in shares of Garmin Ltd. (NYSE:GRMN – Free Report) by 39.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Sterling Capital Management LLC Lowers Stake in AppLovin Corporation $APP

Sterling Capital Management LLC Lowers Stake in AppLovin Corporation $APP

Sterling Capital Management LLC decreased its position in AppLovin Corporation (NASDAQ:APP – Free Report) by 40.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for iShares MSCI Mexico ETF $EWW Shares Purchased by Millburn Ridgefield LLC DE

iShares MSCI Mexico ETF $EWW Shares Purchased by Millburn Ridgefield LLC DE

Millburn Ridgefield LLC DE increased its position in shares of iShares MSCI Mexico ETF (NYSEARCA:EWW – Free Report) by 8.9% during the first quarter, HoldingsChannel reports. The institutional investor owned 323,428 shares... More of this article »
Image for Uber Technologies, Inc. $UBER Shares Purchased by Patriot Financial Group Insurance Agency LLC

Uber Technologies, Inc. $UBER Shares Purchased by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC boosted its stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 105.9% during the first quarter, Holdings Channel.com reports. The institutional investor owned 31,452 shares... More of this article »
Image for Millburn Ridgefield LLC DE Buys 30,811 Shares of iShares MSCI Australia ETF $EWA

Millburn Ridgefield LLC DE Buys 30,811 Shares of iShares MSCI Australia ETF $EWA

Millburn Ridgefield LLC DE lifted its position in iShares MSCI Australia ETF (NYSEARCA:EWA – Free Report) by 3.8% during the 1st quarter, Holdings Channel reports. The firm owned 847,045 shares of the exchange traded fund’s... More of this article »
Image for Avantis U.S. Equity ETF $AVUS Holdings Increased by McLean Asset Management Corp

Avantis U.S. Equity ETF $AVUS Holdings Increased by McLean Asset Management Corp

McLean Asset Management Corp lifted its holdings in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 9.5% in the first quarter, Holdings Channel reports. The fund owned 741,463 shares of the company’s stock after... More of this article »
Image for ProShares S&P 500 High Income ETF $ISPY Shares Purchased by Patriot Financial Group Insurance Agency LLC

ProShares S&P 500 High Income ETF $ISPY Shares Purchased by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC boosted its holdings in shares of ProShares S&P 500 High Income ETF (BATS:ISPY – Free Report) by 111.5% in the 1st quarter, Holdings Channel.com reports. The fund owned 61,908... More of this article »
Image for Patriot Financial Group Insurance Agency LLC Grows Stock Position in Invesco S&P SmallCap 600 Revenue ETF $RWJ

Patriot Financial Group Insurance Agency LLC Grows Stock Position in Invesco S&P SmallCap 600 Revenue ETF $RWJ

Patriot Financial Group Insurance Agency LLC lifted its holdings in Invesco S&P SmallCap 600 Revenue ETF (NYSEARCA:RWJ – Free Report) by 106.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 75,170... More of this article »
Image for Janney Montgomery Scott LLC Has $68.61 Million Holdings in General Dynamics Corporation $GD

Janney Montgomery Scott LLC Has $68.61 Million Holdings in General Dynamics Corporation $GD

Janney Montgomery Scott LLC trimmed its stake in General Dynamics Corporation (NYSE:GD – Free Report) by 3.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Trilogy Capital Inc. Makes New $2.08 Million Investment in American Century U.S. Quality Growth ETF $QGRO

Trilogy Capital Inc. Makes New $2.08 Million Investment in American Century U.S. Quality Growth ETF $QGRO

Trilogy Capital Inc. purchased a new stake in shares of American Century U.S. Quality Growth ETF (NYSEARCA:QGRO – Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Pictet Asset Management Holding SA Cuts Position in Lattice Semiconductor Corporation $LSCC

Pictet Asset Management Holding SA Cuts Position in Lattice Semiconductor Corporation $LSCC

Pictet Asset Management Holding SA decreased its holdings in shares of Lattice Semiconductor Corporation (NASDAQ:LSCC – Free Report) by 58.2% in the first quarter, according to its most recent Form 13F filing with the SEC. The... More of this article »
Image for Onyx Bridge Wealth Group LLC Reduces Stock Position in Fidelity Blue Chip Growth ETF $FBCG

Onyx Bridge Wealth Group LLC Reduces Stock Position in Fidelity Blue Chip Growth ETF $FBCG

Onyx Bridge Wealth Group LLC trimmed its holdings in Fidelity Blue Chip Growth ETF (BATS:FBCG – Free Report) by 61.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Pictet Asset Management Holding SA Raises Holdings in iShares Global Tech ETF $IXN

Pictet Asset Management Holding SA Raises Holdings in iShares Global Tech ETF $IXN

Pictet Asset Management Holding SA lifted its position in shares of iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 64.2% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 1,152,840... More of this article »
Image for Janney Montgomery Scott LLC Lowers Stock Position in JPMorgan Income ETF $JPIE

Janney Montgomery Scott LLC Lowers Stock Position in JPMorgan Income ETF $JPIE

Janney Montgomery Scott LLC cut its stake in shares of JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 6.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Janney Montgomery Scott LLC Has $38.30 Million Stock Position in JPMorgan ActiveBuilders Emerging Markets Equity ETF $JEMA

Janney Montgomery Scott LLC Has $38.30 Million Stock Position in JPMorgan ActiveBuilders Emerging Markets Equity ETF $JEMA

Janney Montgomery Scott LLC lowered its stake in JPMorgan ActiveBuilders Emerging Markets Equity ETF (BATS:JEMA – Free Report) by 4.0% during the first quarter, HoldingsChannel reports. The firm owned 736,120 shares of the company’s... More of this article »
Image for Janney Montgomery Scott LLC Has $41.62 Million Stock Holdings in Danaher Corporation $DHR

Janney Montgomery Scott LLC Has $41.62 Million Stock Holdings in Danaher Corporation $DHR

Janney Montgomery Scott LLC raised its stake in Danaher Corporation (NYSE:DHR – Free Report) by 21.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for iShares MSCI USA Min Vol Factor ETF $USMV Shares Sold by Janney Montgomery Scott LLC

iShares MSCI USA Min Vol Factor ETF $USMV Shares Sold by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC lessened its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 8.0% in the first quarter, Holdings Channel.com reports. The institutional investor owned 617,480... More of this article »
Image for Orange Investment Advisors Inc. Sells 3,500 Shares of Lincoln Electric Holdings, Inc. $LECO

Orange Investment Advisors Inc. Sells 3,500 Shares of Lincoln Electric Holdings, Inc. $LECO

Orange Investment Advisors Inc. lowered its holdings in shares of Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) by 20.1% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Insider Selling: PACS Group (NYSE:PACS) CAO Sells $600,150.00 in Stock

Insider Selling: PACS Group (NYSE:PACS) CAO Sells $600,150.00 in Stock

PACS Group, Inc. (NYSE:PACS – Get Free Report) CAO Michelle Renee Lewis sold 15,000 shares of PACS Group stock in a transaction that occurred on Thursday, June 25th. The stock was sold at an average price of $40.01, for a total... More of this article »
Image for Union Bancaire Privee UBP SA Sells 1,620 Shares of W.W. Grainger, Inc. $GWW

Union Bancaire Privee UBP SA Sells 1,620 Shares of W.W. Grainger, Inc. $GWW

Union Bancaire Privee UBP SA cut its stake in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 74.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Ares Capital Corporation $ARCC Stock Position Cut by Union Bancaire Privee UBP SA

Ares Capital Corporation $ARCC Stock Position Cut by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA decreased its stake in shares of Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 58.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Matrix Asset Advisors Inc. NY Acquires Shares of 6,100 Vanguard Russell 1000 Growth ETF $VONG

Matrix Asset Advisors Inc. NY Acquires Shares of 6,100 Vanguard Russell 1000 Growth ETF $VONG

Matrix Asset Advisors Inc. NY bought a new stake in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) during the first quarter, HoldingsChannel.com reports. The institutional investor bought 6,100 shares of the company’s... More of this article »
Image for Carlisle Companies Incorporated $CSL Shares Sold by Pictet Asset Management Holding SA

Carlisle Companies Incorporated $CSL Shares Sold by Pictet Asset Management Holding SA

Pictet Asset Management Holding SA reduced its position in Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 0.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for SG Americas Securities LLC Purchases 4,478 Shares of Fabrinet $FN

SG Americas Securities LLC Purchases 4,478 Shares of Fabrinet $FN

SG Americas Securities LLC raised its holdings in shares of Fabrinet (NYSE:FN – Free Report) by 57.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for SG Americas Securities LLC Lowers Holdings in Texas Roadhouse, Inc. $TXRH

SG Americas Securities LLC Lowers Holdings in Texas Roadhouse, Inc. $TXRH

SG Americas Securities LLC decreased its position in shares of Texas Roadhouse, Inc. (NASDAQ:TXRH – Free Report) by 13.8% during the first quarter, Holdings Channel.com reports. The institutional investor owned 31,426 shares... More of this article »
Image for Pictet Asset Management Holding SA Acquires 20,351 Shares of Tapestry, Inc. $TPR

Pictet Asset Management Holding SA Acquires 20,351 Shares of Tapestry, Inc. $TPR

Pictet Asset Management Holding SA grew its holdings in Tapestry, Inc. (NYSE:TPR – Free Report) by 2.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Janney Montgomery Scott LLC Boosts Holdings in JPMorgan Global Select Equity ETF $JGLO

Janney Montgomery Scott LLC Boosts Holdings in JPMorgan Global Select Equity ETF $JGLO

Janney Montgomery Scott LLC boosted its holdings in JPMorgan Global Select Equity ETF (NASDAQ:JGLO – Free Report) by 7.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Palo Alto Networks, Inc. $PANW Shares Acquired by Janney Montgomery Scott LLC

Palo Alto Networks, Inc. $PANW Shares Acquired by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC increased its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 15.0% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for SG Americas Securities LLC Acquires Shares of 408,733 Wolfspeed, Inc. $WOLF

SG Americas Securities LLC Acquires Shares of 408,733 Wolfspeed, Inc. $WOLF

SG Americas Securities LLC bought a new position in shares of Wolfspeed, Inc. (NYSE:WOLF – Free Report) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm bought 408,733 shares... More of this article »
Image for Hsbc Holdings PLC Buys 51,977 Shares of Smithfield Foods, Inc. $SFD

Hsbc Holdings PLC Buys 51,977 Shares of Smithfield Foods, Inc. $SFD

Hsbc Holdings PLC raised its stake in shares of Smithfield Foods, Inc. (NASDAQ:SFD – Free Report) by 45.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Hsbc Holdings PLC Raises Stake in Fluence Energy, Inc. $FLNC

Hsbc Holdings PLC Raises Stake in Fluence Energy, Inc. $FLNC

Hsbc Holdings PLC boosted its stake in shares of Fluence Energy, Inc. (NASDAQ:FLNC – Free Report) by 28.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 157,575 shares of the company’s... More of this article »
Image for Louisiana State Employees Retirement System Invests $2.65 Million in Installed Building Products, Inc. $IBP

Louisiana State Employees Retirement System Invests $2.65 Million in Installed Building Products, Inc. $IBP

Louisiana State Employees Retirement System acquired a new position in Installed Building Products, Inc. (NYSE:IBP – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Coston McIsaac & Partners Acquires 34,771 Shares of Bar Harbor Bankshares, Inc. $BHB

Coston McIsaac & Partners Acquires 34,771 Shares of Bar Harbor Bankshares, Inc. $BHB

Coston McIsaac & Partners grew its stake in shares of Bar Harbor Bankshares, Inc. (NYSEAMERICAN:BHB – Free Report) by 85.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Insider Buying: Finance of America Companies (NYSE:FOA) Major Shareholder Purchases $1,325,250.00 in Stock

Insider Buying: Finance of America Companies (NYSE:FOA) Major Shareholder Purchases $1,325,250.00 in Stock

Finance of America Companies Inc. (NYSE:FOA – Get Free Report) major shareholder Edmond Safra bought 75,000 shares of the company’s stock in a transaction dated Monday, March 16th. The stock was bought at an average cost... More of this article »
Image for Preferred Bank (NASDAQ:PFBC) Receives Consensus Rating of “Hold” from Analysts

Preferred Bank (NASDAQ:PFBC) Receives Consensus Rating of “Hold” from Analysts

Preferred Bank (NASDAQ:PFBC – Get Free Report) has earned a consensus rating of “Hold” from the seven analysts that are currently covering the company, MarketBeat.com reports. Four analysts have rated the stock with... More of this article »
Image for Scout24 SE (OTCMKTS:SCOTF) Receives Average Recommendation of “Buy” from Analysts

Scout24 SE (OTCMKTS:SCOTF) Receives Average Recommendation of “Buy” from Analysts

Shares of Scout24 SE (OTCMKTS:SCOTF – Get Free Report) have earned a consensus rating of “Buy” from the six brokerages that are currently covering the company, Marketbeat Ratings reports. Six research analysts have... More of this article »
Image for Cornerstone Wealth Group LLC Acquires New Shares in Innovator International Developed Power Buffer ETF – March $IMAR

Cornerstone Wealth Group LLC Acquires New Shares in Innovator International Developed Power Buffer ETF – March $IMAR

Cornerstone Wealth Group LLC acquired a new position in Innovator International Developed Power Buffer ETF – March (NYSEARCA:IMAR – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor... More of this article »
Image for Medtronic PLC $MDT Stake Increased by Canoe Financial LP

Medtronic PLC $MDT Stake Increased by Canoe Financial LP

Canoe Financial LP lifted its holdings in Medtronic PLC (NYSE:MDT – Free Report) by 22,293.4% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 743,236 shares of the medical technology company’s... More of this article »
Image for Tokyo Electron Ltd. (OTCMKTS:TOELY) Short Interest Update

Tokyo Electron Ltd. (OTCMKTS:TOELY) Short Interest Update

Tokyo Electron Ltd. (OTCMKTS:TOELY – Get Free Report) was the recipient of a significant growth in short interest during the month of June. As of June 15th, there was short interest totaling 388,512 shares, a growth of 167.1%... More of this article »
Image for The GDL Fund (NYSE:GDL) Sees Significant Growth in Short Interest

The GDL Fund (NYSE:GDL) Sees Significant Growth in Short Interest

The GDL Fund (NYSE:GDL – Get Free Report) was the recipient of a large increase in short interest in the month of June. As of June 15th, there was short interest totaling 9,818 shares, an increase of 372.7% from the May 31st... More of this article »
Image for ZW Data Action Technologies (NASDAQ:CNET) vs. AdStar (OTCMKTS:ADST) Critical Contrast

ZW Data Action Technologies (NASDAQ:CNET) vs. AdStar (OTCMKTS:ADST) Critical Contrast

ZW Data Action Technologies (NASDAQ:CNET – Get Free Report) and AdStar (OTCMKTS:ADST – Get Free Report) are both business services companies, but which is the superior business? We will compare the two businesses based... More of this article »
Image for Analyzing Pulse Network (OTCMKTS:TPNI) & Crawford & Company (NYSE:CRD.A)

Analyzing Pulse Network (OTCMKTS:TPNI) & Crawford & Company (NYSE:CRD.A)

Pulse Network (OTCMKTS:TPNI – Get Free Report) and Crawford & Company (NYSE:CRD.A – Get Free Report) are both business services companies, but which is the better stock? We will contrast the two businesses based on... More of this article »