Home » Author Archive

Image for Uhlmann Price Securities LLC Purchases New Stake in ConocoPhillips $COP

Uhlmann Price Securities LLC Purchases New Stake in ConocoPhillips $COP

Uhlmann Price Securities LLC purchased a new stake in shares of ConocoPhillips (NYSE:COP – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for BridgeBio Oncology Therapeutics (BBOT) versus Its Rivals Head-To-Head Comparison

BridgeBio Oncology Therapeutics (BBOT) versus Its Rivals Head-To-Head Comparison

BridgeBio Oncology Therapeutics (NASDAQ:BBOT – Get Free Report) is one of 330 public companies in the “Investment Offices” industry, but how does it contrast to its peers? We will compare BridgeBio Oncology Therapeutics... More of this article »
Image for Fortem Financial Group LLC Grows Position in Global X Defense Tech ETF $SHLD

Fortem Financial Group LLC Grows Position in Global X Defense Tech ETF $SHLD

Fortem Financial Group LLC grew its position in Global X Defense Tech ETF (NYSEARCA:SHLD – Free Report) by 1,664.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Kavar Capital Partners Group LLC Purchases New Stake in Vanguard Short-Term Bond ETF $BSV

Kavar Capital Partners Group LLC Purchases New Stake in Vanguard Short-Term Bond ETF $BSV

Kavar Capital Partners Group LLC acquired a new stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for 2,389 Shares in Johnson & Johnson $JNJ Bought by Redwood Family Wealth LLC

2,389 Shares in Johnson & Johnson $JNJ Bought by Redwood Family Wealth LLC

Redwood Family Wealth LLC purchased a new stake in Johnson & Johnson (NYSE:JNJ – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 2,389 shares of the company’s stock,... More of this article »
Image for Hsbc Holdings PLC Has $1.05 Billion Holdings in ExxonMobil Corporation $XOM

Hsbc Holdings PLC Has $1.05 Billion Holdings in ExxonMobil Corporation $XOM

Hsbc Holdings PLC grew its position in ExxonMobil Corporation (NYSE:XOM – Free Report) by 0.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 8,740,543 shares of the oil and gas company’s stock after... More of this article »
Image for Rockefeller Capital Management L.P. Has $195.09 Million Stake in Palantir Technologies Inc. $PLTR

Rockefeller Capital Management L.P. Has $195.09 Million Stake in Palantir Technologies Inc. $PLTR

Rockefeller Capital Management L.P. decreased its holdings in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 24.7% in the 4th quarter, HoldingsChannel reports. The firm owned 1,097,531 shares of the company’s... More of this article »
Image for Capital Group Core Balanced ETF $CGBL Shares Bought by Founders Financial Securities LLC

Capital Group Core Balanced ETF $CGBL Shares Bought by Founders Financial Securities LLC

Founders Financial Securities LLC raised its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 20.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Polianta Ltd Acquires Shares of 14,700 Expand Energy Corporation $EXE

Polianta Ltd Acquires Shares of 14,700 Expand Energy Corporation $EXE

Polianta Ltd bought a new stake in shares of Expand Energy Corporation (NASDAQ:EXE – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 14,700... More of this article »
Image for 4,600 Shares in Talen Energy Corporation $TLN Acquired by Polianta Ltd

4,600 Shares in Talen Energy Corporation $TLN Acquired by Polianta Ltd

Polianta Ltd acquired a new stake in shares of Talen Energy Corporation (NASDAQ:TLN – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Marathon Strategic Advisors LLC Grows Holdings in Vanguard Real Estate ETF $VNQ

Marathon Strategic Advisors LLC Grows Holdings in Vanguard Real Estate ETF $VNQ

Marathon Strategic Advisors LLC raised its holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 9.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Founders Financial Securities LLC Purchases 11,246 Shares of Innovator U.S. Equity Power Buffer ETF – July $PJUL

Founders Financial Securities LLC Purchases 11,246 Shares of Innovator U.S. Equity Power Buffer ETF – July $PJUL

Founders Financial Securities LLC boosted its position in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Free Report) by 18.0% in the 1st quarter, according to its most recent filing with the SEC. The fund... More of this article »
Image for Robinhood Markets, Inc. $HOOD Shares Acquired by Park National Corp OH

Robinhood Markets, Inc. $HOOD Shares Acquired by Park National Corp OH

Park National Corp OH lifted its stake in shares of Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 27.1% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 167,943 shares of the company’s... More of this article »
Image for Ulta Beauty Inc. (NASDAQ:ULTA) Given Average Recommendation of “Moderate Buy” by Brokerages

Ulta Beauty Inc. (NASDAQ:ULTA) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of Ulta Beauty Inc. (NASDAQ:ULTA – Get Free Report) have received a consensus rating of “Moderate Buy” from the twenty-seven research firms that are currently covering the firm, Marketbeat Ratings reports.... More of this article »
Image for Analysts Set AGCO Corporation (NYSE:AGCO) PT at $126.50

Analysts Set AGCO Corporation (NYSE:AGCO) PT at $126.50

Shares of AGCO Corporation (NYSE:AGCO – Get Free Report) have received an average recommendation of “Hold” from the eleven brokerages that are currently covering the firm, Marketbeat Ratings reports. Two equities... More of this article »
Image for Brokerages Set Restaurant Brands International Inc. (NYSE:QSR) Price Target at $83.54

Brokerages Set Restaurant Brands International Inc. (NYSE:QSR) Price Target at $83.54

Restaurant Brands International Inc. (NYSE:QSR – Get Free Report) (TSE:QSR) has earned an average rating of “Moderate Buy” from the twenty-six analysts that are covering the stock, MarketBeat Ratings reports. One... More of this article »
Image for Venus BUSD (vBUSD) Price Reaches $0.0223 on Major Exchanges

Venus BUSD (vBUSD) Price Reaches $0.0223 on Major Exchanges

Venus BUSD (vBUSD) traded up 0.1% against the US dollar during the 1 day period ending at 7:00 AM E.T. on June 21st. One Venus BUSD token can now be purchased for about $0.0223 or 0.00000035 BTC on popular exchanges. Venus BUSD has... More of this article »
Image for MobileCoin Price Tops $0.12  (MOB)

MobileCoin Price Tops $0.12 (MOB)

MobileCoin (MOB) traded 0.7% lower against the U.S. dollar during the 1-day period ending at 7:00 AM ET on June 21st. During the last week, MobileCoin has traded down 10.4% against the U.S. dollar. One MobileCoin coin can now be bought... More of this article »
Image for Premia Self Reported Market Cap Achieves $217.21 Thousand (PREMIA)

Premia Self Reported Market Cap Achieves $217.21 Thousand (PREMIA)

Premia (PREMIA) traded flat against the US dollar during the one day period ending at 7:00 AM E.T. on June 21st. One Premia token can now be purchased for $0.0205 or 0.00000033 BTC on major cryptocurrency exchanges. Over the last week,... More of this article »
Image for Decentralized Social Price Down 11% This Week (DESO)

Decentralized Social Price Down 11% This Week (DESO)

Decentralized Social (DESO) traded 1.5% lower against the dollar during the one day period ending at 7:00 AM E.T. on June 21st. One Decentralized Social coin can currently be bought for approximately $2.90 or 0.00004516 BTC on exchanges.... More of this article »
Image for CoinEx Token Price Reaches $0.0187  (CET)

CoinEx Token Price Reaches $0.0187 (CET)

CoinEx Token (CET) traded 0.4% lower against the dollar during the 24 hour period ending at 7:00 AM ET on June 21st. Over the last seven days, CoinEx Token has traded 0.2% higher against the dollar. CoinEx Token has a total market... More of this article »
Image for ICON (ICX)  Trading 1.8% Lower  Over Last 7 Days

ICON (ICX) Trading 1.8% Lower Over Last 7 Days

ICON (ICX) traded down 0.7% against the dollar during the twenty-four hour period ending at 7:00 AM ET on June 21st. One ICON coin can now be purchased for approximately $0.0280 or 0.00000044 BTC on cryptocurrency exchanges. ICON has... More of this article »
Image for Meter Governance Trading Down 13.6% Over Last 7 Days (MTRG)

Meter Governance Trading Down 13.6% Over Last 7 Days (MTRG)

Meter Governance (MTRG) traded up 2.6% against the US dollar during the 1 day period ending at 7:00 AM Eastern on June 21st. Meter Governance has a total market cap of $619.52 thousand and $99.37 thousand worth of Meter Governance... More of this article »
Image for Park National Corp OH Boosts Stock Holdings in Park National Co. $PRK

Park National Corp OH Boosts Stock Holdings in Park National Co. $PRK

Park National Corp OH grew its holdings in shares of Park National Co. (NYSE:PRK – Free Report) by 9.8% during the 1st quarter, Holdings Channel reports. The institutional investor owned 1,155,964 shares of the company’s... More of this article »
Image for E. Ohman J or Asset Management AB Cuts Position in DexCom, Inc. $DXCM

E. Ohman J or Asset Management AB Cuts Position in DexCom, Inc. $DXCM

E. Ohman J or Asset Management AB trimmed its stake in DexCom, Inc. (NASDAQ:DXCM – Free Report) by 17.6% in the 1st quarter, HoldingsChannel reports. The fund owned 95,192 shares of the medical device company’s stock after... More of this article »
Image for E. Ohman J or Asset Management AB Decreases Holdings in Thermo Fisher Scientific Inc. $TMO

E. Ohman J or Asset Management AB Decreases Holdings in Thermo Fisher Scientific Inc. $TMO

E. Ohman J or Asset Management AB trimmed its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 17.2% during the first quarter, Holdings Channel reports. The fund owned 77,071 shares of the medical research... More of this article »
Image for RFG Holdings Inc. Sells 145,275 Shares of Schwab U.S. REIT ETF $SCHH

RFG Holdings Inc. Sells 145,275 Shares of Schwab U.S. REIT ETF $SCHH

RFG Holdings Inc. reduced its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 87.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for iShares Russell 3000 ETF $IWV Shares Bought by Nations Financial Group Inc. IA ADV

iShares Russell 3000 ETF $IWV Shares Bought by Nations Financial Group Inc. IA ADV

Nations Financial Group Inc. IA ADV boosted its position in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 5.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE:MEGI) Plans $0.12 Monthly Dividend

MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE:MEGI) Plans $0.12 Monthly Dividend

MainStay CBRE Global Infrastructure Megatrends Term Fund (NYSE:MEGI – Get Free Report) announced a monthly dividend on Friday, June 12th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of 0.125 per share... More of this article »
Image for Highland Funds I – Highland Opportunities and Income Fund (HFRO) to Distribute Monthly Dividend of $0.04 on June 30th

Highland Funds I – Highland Opportunities and Income Fund (HFRO) to Distribute Monthly Dividend of $0.04 on June 30th

Highland Funds I – Highland Opportunities and Income Fund (NYSE:HFRO – Get Free Report) announced a monthly dividend on Monday, June 1st. Shareholders of record on Tuesday, June 23rd will be given a dividend of 0.0385 per... More of this article »
Image for FS Specialty Lending Fund (FSSL) To Go Ex-Dividend on June 23rd

FS Specialty Lending Fund (FSSL) To Go Ex-Dividend on June 23rd

FS Specialty Lending Fund (NYSE:FSSL – Get Free Report) announced a monthly dividend on Tuesday, June 9th. Shareholders of record on Tuesday, June 23rd will be given a dividend of 0.1375 per share on Tuesday, June 30th. This... More of this article »
Image for Adamas Trust, Inc. (ADAM) To Go Ex-Dividend on June 23rd

Adamas Trust, Inc. (ADAM) To Go Ex-Dividend on June 23rd

Adamas Trust, Inc. (NASDAQ:ADAM – Get Free Report) announced a quarterly dividend on Thursday, June 11th. Stockholders of record on Tuesday, June 23rd will be given a dividend of 0.27 per share on Tuesday, July 28th. This represents... More of this article »
Image for Blackstone Strategic Credit 2027 Term Fund (NYSE:BGB) Announces $0.08 Monthly Dividend

Blackstone Strategic Credit 2027 Term Fund (NYSE:BGB) Announces $0.08 Monthly Dividend

Blackstone Strategic Credit 2027 Term Fund (NYSE:BGB – Get Free Report) declared a monthly dividend on Friday, June 12th. Shareholders of record on Tuesday, June 23rd will be paid a dividend of 0.076 per share on Tuesday, June... More of this article »
Image for Nations Financial Group Inc. IA ADV Buys 5,669 Shares of General Dynamics Corporation $GD

Nations Financial Group Inc. IA ADV Buys 5,669 Shares of General Dynamics Corporation $GD

Nations Financial Group Inc. IA ADV raised its stake in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 90.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Redstone Wealth Management LLC Sells 23,436 Shares of iShares Russell Top 200 Growth ETF $IWY

Redstone Wealth Management LLC Sells 23,436 Shares of iShares Russell Top 200 Growth ETF $IWY

Redstone Wealth Management LLC lowered its holdings in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 79.3% during the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Corning Incorporated $GLW Shares Purchased by Nations Financial Group Inc. IA ADV

Corning Incorporated $GLW Shares Purchased by Nations Financial Group Inc. IA ADV

Nations Financial Group Inc. IA ADV increased its position in shares of Corning Incorporated (NYSE:GLW – Free Report) by 26.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Diversified Trust Co Increases Holdings in Cummins Inc. $CMI

Diversified Trust Co Increases Holdings in Cummins Inc. $CMI

Diversified Trust Co grew its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 26.8% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 10,314 shares of the company’s... More of this article »
Image for Solitude Financial Services Decreases Holdings in abrdn Physical Precious Metals Basket Shares ETF $GLTR

Solitude Financial Services Decreases Holdings in abrdn Physical Precious Metals Basket Shares ETF $GLTR

Solitude Financial Services cut its holdings in shares of abrdn Physical Precious Metals Basket Shares ETF (NYSEARCA:GLTR – Free Report) by 6.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Image for Legg Mason BW Global Income Opportunities Fund Inc. (BWG) To Go Ex-Dividend on June 23rd

Legg Mason BW Global Income Opportunities Fund Inc. (BWG) To Go Ex-Dividend on June 23rd

Legg Mason BW Global Income Opportunities Fund Inc. (NYSE:BWG – Get Free Report) announced a monthly dividend on Thursday, May 14th. Stockholders of record on Tuesday, June 23rd will be paid a dividend of 0.08 per share on Tuesday,... More of this article »
Image for NorthWestern (NASDAQ:NWE) Issues FY 2026 Earnings Guidance

NorthWestern (NASDAQ:NWE) Issues FY 2026 Earnings Guidance

NorthWestern (NASDAQ:NWE – Get Free Report) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 3.680-3.830 for the period, compared to the consensus EPS estimate of 3.740.... More of this article »
Image for Putnam Managed (PMM) to Issue Monthly Dividend of $0.03 on June 30th

Putnam Managed (PMM) to Issue Monthly Dividend of $0.03 on June 30th

Putnam Managed (NYSE:PMM – Get Free Report) announced a monthly dividend on Thursday, May 14th. Shareholders of record on Tuesday, June 23rd will be given a dividend of 0.033 per share on Tuesday, June 30th. This represents a... More of this article »
Image for Purpose Unlimited Inc. Buys Shares of 18,584 iShares Russell 2000 ETF $IWM

Purpose Unlimited Inc. Buys Shares of 18,584 iShares Russell 2000 ETF $IWM

Purpose Unlimited Inc. purchased a new stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 18,584 shares of the exchange... More of this article »
Image for Purpose Unlimited Inc. Makes New $5.83 Million Investment in CocaCola Company (The) $KO

Purpose Unlimited Inc. Makes New $5.83 Million Investment in CocaCola Company (The) $KO

Purpose Unlimited Inc. purchased a new position in shares of CocaCola Company (The) (NYSE:KO – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Pacer Advisors Inc. Acquires 5,370 Shares of GE Vernova Inc. $GEV

Pacer Advisors Inc. Acquires 5,370 Shares of GE Vernova Inc. $GEV

Pacer Advisors Inc. grew its holdings in GE Vernova Inc. (NYSE:GEV – Free Report) by 22.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 29,096 shares of the company’s stock after... More of this article »
Image for Larry Mathis Financial Planning LLC Purchases New Holdings in Visa Inc. $V

Larry Mathis Financial Planning LLC Purchases New Holdings in Visa Inc. $V

Larry Mathis Financial Planning LLC acquired a new position in Visa Inc. (NYSE:V – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 1,986 shares of the credit-card processor’s... More of this article »
Image for Midwest Heritage Bank FSB Has $6.60 Million Holdings in State Street SPDR Portfolio S&P 500 ETF $SPYM

Midwest Heritage Bank FSB Has $6.60 Million Holdings in State Street SPDR Portfolio S&P 500 ETF $SPYM

Midwest Heritage Bank FSB lessened its position in State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 7.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Purpose Unlimited Inc. Acquires New Stake in Imperial Oil Limited $IMO

Purpose Unlimited Inc. Acquires New Stake in Imperial Oil Limited $IMO

Purpose Unlimited Inc. acquired a new position in shares of Imperial Oil Limited (NYSEAMERICAN:IMO – Free Report) (TSE:IMO) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired... More of this article »
Image for J. Derek Lewis & Associates Inc. Acquires New Holdings in Hyliion Holdings Corp. $HYLN

J. Derek Lewis & Associates Inc. Acquires New Holdings in Hyliion Holdings Corp. $HYLN

J. Derek Lewis & Associates Inc. acquired a new position in Hyliion Holdings Corp. (NYSEAMERICAN:HYLN – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Purpose Unlimited Inc. Takes Position in Bank of Nova Scotia (The) $BNS

Purpose Unlimited Inc. Takes Position in Bank of Nova Scotia (The) $BNS

Purpose Unlimited Inc. bought a new stake in Bank of Nova Scotia (The) (NYSE:BNS – Free Report) (TSE:BNS) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Purpose Unlimited Inc. Takes Position in Rogers Communication, Inc. $RCI

Purpose Unlimited Inc. Takes Position in Rogers Communication, Inc. $RCI

Purpose Unlimited Inc. bought a new position in shares of Rogers Communication, Inc. (NYSE:RCI – Free Report) (TSE:RCI.B) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »