Home » Author Archive
World Investment Advisors Takes $583,000 Position in Vanguard Extended Duration Treasury ETF $EDV
World Investment Advisors purchased a new stake in shares of Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased... More of this article »
Rockefeller Capital Management L.P. Cuts Holdings in Applied Industrial Technologies, Inc. $AIT
Rockefeller Capital Management L.P. reduced its holdings in Applied Industrial Technologies, Inc. (NYSE:AIT – Free Report) by 10.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 56,155 shares... More of this article »Leeward Investments LLC MA Decreases Position in IDACORP, Inc. $IDA
Leeward Investments LLC MA trimmed its stake in IDACORP, Inc. (NYSE:IDA – Free Report) by 2.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 162,960... More of this article »
Enpro Inc. $NPO is Leeward Investments LLC MA’s 9th Largest Position
Leeward Investments LLC MA trimmed its stake in shares of Enpro Inc. (NYSE:NPO – Free Report) by 3.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Riverbridge Partners LLC Sells 54,889 Shares of Repligen Corporation $RGEN
Riverbridge Partners LLC lowered its holdings in shares of Repligen Corporation (NASDAQ:RGEN – Free Report) by 17.5% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Riverbridge Partners LLC Purchases 995,671 Shares of First Watch Restaurant Group, Inc. $FWRG
Riverbridge Partners LLC raised its position in shares of First Watch Restaurant Group, Inc. (NASDAQ:FWRG – Free Report) by 90.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Riverbridge Partners LLC Has $10.80 Million Position in Alkami Technology, Inc. $ALKT
Riverbridge Partners LLC lowered its holdings in Alkami Technology, Inc. (NASDAQ:ALKT – Free Report) by 61.4% during the first quarter, HoldingsChannel.com reports. The fund owned 688,980 shares of the company’s stock... More of this article »
Comparing Beacon Financial (NYSE:BBT) & Zions Bancorporation, National Association (NASDAQ:ZIONP)
Beacon Financial (NYSE:BBT – Get Free Report) and Zions Bancorporation, National Association (NASDAQ:ZIONP – Get Free Report) are both finance companies, but which is the superior stock? We will compare the two companies... More of this article »
Riverbridge Partners LLC Increases Stake in Dutch Bros Inc. $BROS
Riverbridge Partners LLC raised its position in Dutch Bros Inc. (NYSE:BROS – Free Report) by 67.6% in the 1st quarter, Holdings Channel reports. The fund owned 511,403 shares of the company’s stock after acquiring an additional... More of this article »
Miller Howard Investments Inc. NY Buys 11,243 Shares of American Tower Corporation $AMT
Miller Howard Investments Inc. NY grew its stake in shares of American Tower Corporation (NYSE:AMT – Free Report) by 22.4% in the first quarter, Holdings Channel reports. The institutional investor owned 61,337 shares of the... More of this article »
Southwest Airlines Co. $LUV Stock Holdings Reduced by Kercheville Advisors LLC
Kercheville Advisors LLC reduced its position in Southwest Airlines Co. (NYSE:LUV – Free Report) by 30.4% during the 1st quarter, HoldingsChannel.com reports. The firm owned 90,174 shares of the airline’s stock after selling... More of this article »
Miller Howard Investments Inc. NY Has $7.08 Million Position in Kinetik Holdings Inc. $KNTK
Miller Howard Investments Inc. NY grew its stake in shares of Kinetik Holdings Inc. (NYSE:KNTK – Free Report) by 69.4% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Atmos Energy Corporation $ATO Shares Sold by Miller Howard Investments Inc. NY
Miller Howard Investments Inc. NY cut its holdings in Atmos Energy Corporation (NYSE:ATO – Free Report) by 11.9% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 51,795 shares of the utilities... More of this article »
Kercheville Advisors LLC Lowers Stake in Bloom Energy Corporation $BE
Kercheville Advisors LLC lessened its stake in shares of Bloom Energy Corporation (NYSE:BE – Free Report) by 33.9% during the 1st quarter, Holdings Channel reports. The fund owned 31,855 shares of the company’s stock after... More of this article »
Crescent Biopharma (NASDAQ:CBIO) Insider Barbara Harlin Bispham Sells 1,218 Shares of Stock
Crescent Biopharma, Inc. (NASDAQ:CBIO – Get Free Report) insider Barbara Harlin Bispham sold 1,218 shares of the firm’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $17.99, for... More of this article »
Krilogy Financial LLC Buys 10,493 Shares of Intercontinental Exchange Inc. $ICE
Krilogy Financial LLC boosted its stake in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 56.9% in the first quarter, Holdings Channel reports. The firm owned 28,929 shares of the financial services provider’s... More of this article »
Option Care Health, Inc. $OPCH Holdings Trimmed by Riverbridge Partners LLC
Riverbridge Partners LLC trimmed its holdings in shares of Option Care Health, Inc. (NASDAQ:OPCH – Free Report) by 22.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Leeward Investments LLC MA Trims Stake in Starwood Property Trust, Inc. $STWD
Leeward Investments LLC MA lowered its stake in shares of Starwood Property Trust, Inc. (NYSE:STWD – Free Report) by 2.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,177,955 shares... More of this article »
Phil A. Younker & Associates Ltd. Sells 12,152 Shares of SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
Phil A. Younker & Associates Ltd. trimmed its position in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 61.3% during the first quarter, Holdings Channel.com reports. The fund owned 7,672... More of this article »
Modine Manufacturing (NYSE:MOD) Director Eric Ashleman Sells 15,000 Shares of Stock
Modine Manufacturing Company (NYSE:MOD – Get Free Report) Director Eric Ashleman sold 15,000 shares of the business’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $288.54,... More of this article »
Guyasuta Investment Advisors Inc. Has $6.09 Million Stock Position in Celestica, Inc. $CLS
Guyasuta Investment Advisors Inc. lowered its stake in Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) by 13.1% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Equitable (NYSE:EQH) CEO Mark Pearson Sells 39,700 Shares
Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) CEO Mark Pearson sold 39,700 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $45.28, for a total... More of this article »
Brokerages Set Camden Property Trust (NYSE:CPT) PT at $114.05
Shares of Camden Property Trust (NYSE:CPT – Get Free Report) have received an average rating of “Hold” from the seventeen analysts that are currently covering the stock, MarketBeat reports. Two research analysts... More of this article »
Focused Wealth Management Inc Buys 3,882 Shares of Vanguard Small-Cap ETF $VB
Focused Wealth Management Inc increased its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 7.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 58,073 shares of the company’s... More of this article »
Vanguard Value ETF $VTV Stake Boosted by Legacy Wealth Partners LLC
Legacy Wealth Partners LLC increased its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 138.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
HHM Wealth Advisors LLC Has $26.99 Million Position in Vanguard Real Estate ETF $VNQ
HHM Wealth Advisors LLC raised its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 5.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Kirr Marbach & Co. LLC IN Grows Holdings in Crocs, Inc. $CROX
Kirr Marbach & Co. LLC IN increased its holdings in shares of Crocs, Inc. (NASDAQ:CROX – Free Report) by 17.4% in the first quarter, Holdings Channel reports. The firm owned 57,422 shares of the textile maker’s stock... More of this article »
Great Waters Wealth Management Boosts Stock Holdings in Trane Technologies plc $TT
Great Waters Wealth Management boosted its position in Trane Technologies plc (NYSE:TT – Free Report) by 221.0% in the first quarter, Holdings Channel.com reports. The firm owned 1,849 shares of the company’s stock after... More of this article »Ocean Park Asset Management LLC Invests $591,000 in Walmart Inc. $WMT
Ocean Park Asset Management LLC bought a new position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Financial Analysis: Reading International (NASDAQ:RDI) versus Madison Square Garden (NYSE:MSGS)
Reading International (NASDAQ:RDI – Get Free Report) and Madison Square Garden (NYSE:MSGS – Get Free Report) are both consumer discretionary companies, but which is the superior business? We will contrast the two businesses... More of this article »SG Americas Securities LLC Has $38.15 Million Stock Holdings in iShares U.S. Real Estate ETF $IYR
SG Americas Securities LLC lifted its position in iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) by 123.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 403,457... More of this article »
Landstar System, Inc. $LSTR Shares Purchased by SG Americas Securities LLC
SG Americas Securities LLC raised its position in Landstar System, Inc. (NASDAQ:LSTR – Free Report) by 992.2% in the first quarter, Holdings Channel reports. The fund owned 231,069 shares of the transportation company’s... More of this article »
Signal Advisors Wealth LLC Acquires 33,531 Shares of iShares U.S. Treasury Bond ETF $GOVT
Signal Advisors Wealth LLC increased its holdings in shares of iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 120.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Signal Advisors Wealth LLC Has $1.72 Million Stock Holdings in Innovator MSCI Emerging Markets Power Buffer ETF – January $EJAN
Signal Advisors Wealth LLC increased its holdings in shares of Innovator MSCI Emerging Markets Power Buffer ETF – January (NYSEARCA:EJAN – Free Report) by 44.8% in the first quarter, according to the company in its most... More of this article »
Marathon Digital Holdings, Inc. $MARA Shares Purchased by Sara Bay Financial
Sara Bay Financial raised its position in shares of Marathon Digital Holdings, Inc. (NASDAQ:MARA – Free Report) by 131.2% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Bunzl (LON:BNZL) Hits New 52-Week High – Here’s What Happened
Bunzl plc (LON:BNZL – Get Free Report)’s stock price hit a new 52-week high during mid-day trading on Wednesday . The company traded as high as GBX 2,642 and last traded at GBX 2,628, with a volume of 3506999 shares changing... More of this article »
Mesa Laboratories (NASDAQ:MLAB) CFO John Sakys Sells 2,827 Shares of Stock
Mesa Laboratories, Inc. (NASDAQ:MLAB – Get Free Report) CFO John Sakys sold 2,827 shares of the company’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $89.50, for a total transaction... More of this article »
Capital Bancorp, Inc. (NASDAQ:CBNK) Receives $35.33 Consensus PT from Analysts
Capital Bancorp, Inc. (NASDAQ:CBNK – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the five brokerages that are presently covering the company, MarketBeat.com reports. Two research... More of this article »
SG Americas Securities LLC Grows Stock Holdings in MetLife, Inc. $MET
SG Americas Securities LLC grew its position in shares of MetLife, Inc. (NYSE:MET – Free Report) by 83.6% in the 1st quarter, HoldingsChannel reports. The firm owned 404,334 shares of the financial services provider’s... More of this article »
Canaan Inc. Sponsored ADR (NASDAQ:CAN) Receives $2.01 Average Price Target from Brokerages
Shares of Canaan Inc. Sponsored ADR (NASDAQ:CAN – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the eight brokerages that are presently covering the stock, Marketbeat reports.... More of this article »
Amgen Inc. $AMGN Shares Sold by SVB Wealth LLC
SVB Wealth LLC cut its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 40.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
The Descartes Systems Group Inc. $DSGX Shares Acquired by Cidel Asset Management Inc.
Cidel Asset Management Inc. boosted its position in The Descartes Systems Group Inc. (NASDAQ:DSGX – Free Report) (TSE:DSG) by 124.4% in the 1st quarter, HoldingsChannel reports. The firm owned 121,304 shares of the technology... More of this article »
Cadence Design Systems, Inc. $CDNS Stock Position Raised by Cache Advisors LLC
Cache Advisors LLC increased its position in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 239.7% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 4,787 shares of the software... More of this article »
BI Asset Management Fondsmaeglerselskab A S Cuts Stake in Huntington Bancshares Incorporated $HBAN
BI Asset Management Fondsmaeglerselskab A S lowered its holdings in shares of Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 21.3% during the 1st quarter, according to the company in its most recent filing... More of this article »
The Bankers Investment Trust (LON:BNKR) Reaches New 12-Month High – Time to Buy?
The Bankers Investment Trust PLC (LON:BNKR – Get Free Report)’s share price reached a new 52-week high during mid-day trading on Monday . The stock traded as high as GBX 153.40 and last traded at GBX 153, with a volume... More of this article »
Alliance Witan (LON:ALW) Reaches New 1-Year High – What’s Next?
Shares of Alliance Witan (LON:ALW – Get Free Report) reached a new 52-week high on Monday . The stock traded as high as GBX 1,348 and last traded at GBX 1,337, with a volume of 42887098 shares traded. The stock had previously... More of this article »
Focused Wealth Management Inc Invests $665,000 in Banco Santander, S.A. $SAN
Focused Wealth Management Inc acquired a new stake in Banco Santander, S.A. (NYSE:SAN – Free Report) in the 1st quarter, Holdings Channel.com reports. The firm acquired 58,986 shares of the bank’s stock, valued at approximately... More of this article »Scott Lovett Sells 41,716 Shares of Fastly (NYSE:FSLY) Stock
Fastly, Inc. (NYSE:FSLY – Get Free Report) insider Scott Lovett sold 41,716 shares of the company’s stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $17.77, for a... More of this article »
