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Ketron Financial Invests $1.43 Million in Vanguard Total Bond Market ETF $BND
Ketron Financial purchased a new stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased... More of this article »
River Road Asset Management LLC Has $19.75 Million Stock Holdings in The PNC Financial Services Group, Inc $PNC
River Road Asset Management LLC lowered its position in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 4.6% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »-logo-1200x675.png){kind=logo}
The Oncology Institute, Inc. $TOI Shares Bought by Josh Arnold Investment Consultant LLC
Josh Arnold Investment Consultant LLC grew its holdings in The Oncology Institute, Inc. (NASDAQ:TOI – Free Report) by 1,104.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Kovitz Investment Group Partners LLC Sells 387,670 Shares of iShares Core S&P Mid-Cap ETF $IJH
Kovitz Investment Group Partners LLC decreased its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 64.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
McLaughlin Asset Management Inc. Takes $2.31 Million Position in Lam Research Corporation $LRCX
McLaughlin Asset Management Inc. acquired a new position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Analyzing Kingsway Financial Services (NYSE:KWY) and Affirmative Insurance (OTCMKTS:AFFM)
Kingsway Financial Services (NYSE:KWY – Get Free Report) and Affirmative Insurance (OTCMKTS:AFFM – Get Free Report) are both financial services companies, but which is the better business? We will contrast the two companies... More of this article »
Floyd Financial Group LLC Has $9.95 Million Stock Position in JPMorgan Equity Premium Income ETF $JEPI
Floyd Financial Group LLC boosted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Kovitz Investment Group Partners LLC Reduces Stake in Fidelity MSCI Financials Index ETF $FNCL
Kovitz Investment Group Partners LLC reduced its stake in shares of Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL – Free Report) by 7.7% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
BDFS Capital LLC Makes New $518,000 Investment in Ecolab Inc. $ECL
BDFS Capital LLC purchased a new stake in Ecolab Inc. (NYSE:ECL – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased... More of this article »
Invesco Ltd. Cuts Position in Newmont Corporation $NEM
Invesco Ltd. decreased its stake in Newmont Corporation (NYSE:NEM – Free Report) by 0.6% in the 4th quarter, Holdings Channel reports. The firm owned 13,864,965 shares of the basic materials company’s stock after selling... More of this article »
First Growth Capital LLC Makes New Investment in AMETEK, Inc. $AME
First Growth Capital LLC purchased a new stake in AMETEK, Inc. (NYSE:AME – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor purchased 2,635 shares of the technology company’s stock,... More of this article »
Welltower Inc. $WELL Shares Sold by Invesco Ltd.
Invesco Ltd. cut its position in Welltower Inc. (NYSE:WELL – Free Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,916,027 shares of the... More of this article »
Claris Financial LLC Takes $565,000 Position in Fidelity MSCI Health Care Index ETF $FHLC
Claris Financial LLC purchased a new position in shares of Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 7,609 shares... More of this article »
Rare Wolf Capital LLC Invests $1.91 Million in Novo Nordisk A/S $NVO
Rare Wolf Capital LLC bought a new position in Novo Nordisk A/S (NYSE:NVO – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 37,465... More of this article »
Harbour Wealth Management Group Inc. Takes $542,000 Position in GE Vernova Inc. $GEV
Harbour Wealth Management Group Inc. acquired a new position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Rare Wolf Capital LLC Takes $640,000 Position in Vanguard Total Corporate Bond ETF $VTC
Rare Wolf Capital LLC acquired a new stake in shares of Vanguard Total Corporate Bond ETF (NASDAQ:VTC – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
1,634 Shares in The Sherwin-Williams Company $SHW Purchased by MV Capital Management Inc.
MV Capital Management Inc. bought a new stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 1,634 shares of the specialty chemicals... More of this article »
Reynolds Consumer Products Inc. $REYN Stock Position Boosted by Dean Capital Management
Dean Capital Management grew its position in Reynolds Consumer Products Inc. (NASDAQ:REYN – Free Report) by 48.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Kovitz Investment Group Partners LLC Invests $7.52 Million in Vanguard Emerging Markets Government Bond ETF $VWOB
Kovitz Investment Group Partners LLC purchased a new position in shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Ares Capital Corporation $ARCC Shares Bought by Sunbelt Securities Inc.
Sunbelt Securities Inc. grew its holdings in Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 33.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Sunbelt Securities Inc. Has $9.05 Million Stake in Schwab US Small-Cap ETF $SCHA
Sunbelt Securities Inc. lifted its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 7.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Kovitz Investment Group Partners LLC Has $8.32 Million Holdings in Netflix, Inc. $NFLX
Kovitz Investment Group Partners LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 84.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Insider Selling: Datadog (NASDAQ:DDOG) Director Sells $4,631,200.00 in Stock
Datadog, Inc. (NASDAQ:DDOG – Get Free Report) Director Amit Agarwal sold 20,000 shares of the firm’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $231.56, for a total transaction... More of this article »
Kerry Acocella Sells 5,371 Shares of Datadog (NASDAQ:DDOG) Stock
Datadog, Inc. (NASDAQ:DDOG – Get Free Report) General Counsel Kerry Acocella sold 5,371 shares of the business’s stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $233.91, for a total... More of this article »
Hitesh Lath Sells 34,210 Shares of C3.ai (NYSE:AI) Stock
C3.ai, Inc. (NYSE:AI – Get Free Report) CFO Hitesh Lath sold 34,210 shares of C3.ai stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $10.95, for a total value of $374,599.50. Following the... More of this article »
TMB Capital Partners LLC Purchases Shares of 36,479 Vanguard S&P 500 ETF $VOO
TMB Capital Partners LLC acquired a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 36,479... More of this article »
T. Rowe Price Investment Management Inc. Increases Position in Aurora Innovation, Inc. $AUR
T. Rowe Price Investment Management Inc. increased its position in Aurora Innovation, Inc. (NASDAQ:AUR – Free Report) by 6.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 274,809,541... More of this article »
TMB Capital Partners LLC Invests $3.71 Million in Motorola Solutions, Inc. $MSI
TMB Capital Partners LLC acquired a new stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 9,683 shares of the communications... More of this article »
16,859 Shares in Dimensional International Sustainability Core 1 ETF $DFSI Acquired by Professional Financial Solutions LLC ADV
Professional Financial Solutions LLC ADV acquired a new stake in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund... More of this article »
4,208 Shares in Hut 8 Corp. $HUT Bought by Mcguire Capital Advisors Inc.
Mcguire Capital Advisors Inc. purchased a new stake in Hut 8 Corp. (NASDAQ:HUT – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 4,208 shares of the company’s... More of this article »
T. Rowe Price Investment Management Inc. Sells 151,746 Shares of Cboe Global Markets, Inc. $CBOE
T. Rowe Price Investment Management Inc. decreased its stake in shares of Cboe Global Markets, Inc. (BATS:CBOE – Free Report) by 6.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 2,228,571... More of this article »
Satish Chitoori Sells 2,837 Shares of Bloom Energy (NYSE:BE) Stock
Bloom Energy Corporation (NYSE:BE – Get Free Report) insider Satish Chitoori sold 2,837 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $289.11,... More of this article »
T. Rowe Price Investment Management Inc. Sells 1,982,841 Shares of Roper Technologies, Inc. $ROP
T. Rowe Price Investment Management Inc. lessened its stake in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 68.5% in the fourth quarter, Holdings Channel reports. The institutional investor owned 912,958... More of this article »
Guidewire Software (NYSE:GWRE) CEO Sells $692,254.20 in Stock
Guidewire Software, Inc. (NYSE:GWRE – Get Free Report) CEO Michael George Rosenbaum sold 5,830 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $118.74, for a total transaction... More of this article »
T. Rowe Price Investment Management Inc. Trims Stock Position in Columbia Banking System, Inc. $COLB
T. Rowe Price Investment Management Inc. cut its stake in Columbia Banking System, Inc. (NASDAQ:COLB – Free Report) by 8.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
123,550 Shares in Dimensional World ex U.S. Core Equity 2 ETF $DFAX Bought by Capstone Wealth Management Inc.
Capstone Wealth Management Inc. acquired a new position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
6,301 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Acquired by Van Diest Capital LLC
Van Diest Capital LLC purchased a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 6,301 shares of... More of this article »
Van Diest Capital LLC Makes New $543,000 Investment in CocaCola Company (The) $KO
Van Diest Capital LLC purchased a new stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 7,761 shares of the company’s... More of this article »
Head-To-Head Survey: Cartesian Growth Corp III (CGCT) and The Competition
Cartesian Growth Corp III (NASDAQ:CGCT – Get Free Report) is one of 328 public companies in the “Investment Offices” industry, but how does it compare to its peers? We will compare Cartesian Growth Corp III to related... More of this article »
176,559 Shares in Invesco BulletShares 2029 Corporate Bond ETF $BSCT Acquired by Coastline Complete Wealth LLC
Coastline Complete Wealth LLC bought a new stake in shares of Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm bought 176,559 shares of the company’s... More of this article »
Smith Asset Management Co. LLC Lowers Stake in Cohen & Steers Infrastructure Fund, Inc $UTF
Smith Asset Management Co. LLC cut its position in shares of Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF – Free Report) by 51.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 96,702 shares of the... More of this article »
Jacobs Equity LLC Makes New $1.09 Million Investment in Fidelity MSCI Health Care Index ETF $FHLC
Jacobs Equity LLC acquired a new stake in shares of Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 14,663 shares of the company’s... More of this article »
Jacobs Equity LLC Takes Position in iShares Russell Mid-Cap Value ETF $IWS
Jacobs Equity LLC bought a new stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 5,809 shares of the company’s stock, valued... More of this article »
Creative Medical Technology (NASDAQ:CELZ) Shares Pass Below Fifty Day Moving Average – Time to Sell?
Creative Medical Technology Holdings, Inc. (NASDAQ:CELZ – Get Free Report) shares crossed below its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of $2.24 and traded as low as $2.21.... More of this article »
Rise Gold (OTCMKTS:RYES) Stock Crosses Below 50-Day Moving Average – Here’s Why
Rise Gold Corp. (OTCMKTS:RYES – Get Free Report) shares crossed below its 50-day moving average during trading on Thursday . The stock has a 50-day moving average of $0.24 and traded as low as $0.1216. Rise Gold shares last traded... More of this article »
CBM Financial LLC Takes Position in Vanguard Total World Stock ETF $VT
CBM Financial LLC purchased a new stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
CrossGen Wealth LLC Buys Shares of 16,076 Marathon Petroleum Corporation $MPC
CrossGen Wealth LLC purchased a new stake in Marathon Petroleum Corporation (NYSE:MPC – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 16,076 shares of the oil and gas company’s stock,... More of this article »
Sodexo (OTCMKTS:SDXAY) Stock Crosses Above Fifty Day Moving Average – What’s Next?
Shares of Sodexo S.A. Sponsored ADR (OTCMKTS:SDXAY – Get Free Report) crossed above its fifty day moving average during trading on Thursday . The stock has a fifty day moving average of $10.66 and traded as high as $11.97. Sodexo... More of this article »