Home » Author Archive

Image for Succession Financial Inc. Purchases Shares of 3,000 Marathon Petroleum Corporation $MPC

Succession Financial Inc. Purchases Shares of 3,000 Marathon Petroleum Corporation $MPC

Succession Financial Inc. acquired a new stake in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The fund acquired 3,000 shares of the oil and gas company’s... More of this article »
Image for Turner Financial Group Inc. Acquires New Stake in PGIM Active High Yield Bond ETF $PHYL

Turner Financial Group Inc. Acquires New Stake in PGIM Active High Yield Bond ETF $PHYL

Turner Financial Group Inc. bought a new position in shares of PGIM Active High Yield Bond ETF (NYSEARCA:PHYL – Free Report) during the 2nd quarter, HoldingsChannel reports. The institutional investor bought 54,769 shares of... More of this article »
Image for Shah Wealth Advisors LLC Makes New Investment in Vanguard Mid-Cap Value ETF $VOE

Shah Wealth Advisors LLC Makes New Investment in Vanguard Mid-Cap Value ETF $VOE

Shah Wealth Advisors LLC purchased a new stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Shah Wealth Advisors LLC Makes New Investment in Oracle Corporation $ORCL

Shah Wealth Advisors LLC Makes New Investment in Oracle Corporation $ORCL

Shah Wealth Advisors LLC acquired a new stake in Oracle Corporation (NYSE:ORCL – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Granite Construction Incorporated (NYSE:GVA) Receives Consensus Rating of “Hold” from Brokerages

Granite Construction Incorporated (NYSE:GVA) Receives Consensus Rating of “Hold” from Brokerages

Shares of Granite Construction Incorporated (NYSE:GVA – Get Free Report) have been given a consensus rating of “Hold” by the six research firms that are covering the company, MarketBeat reports. Two analysts have... More of this article »
Image for OceanIQ Capital LLC Takes Position in Sysco Corporation $SYY

OceanIQ Capital LLC Takes Position in Sysco Corporation $SYY

OceanIQ Capital LLC acquired a new position in shares of Sysco Corporation (NYSE:SYY – Free Report) in the second quarter, Holdings Channel.com reports. The institutional investor acquired 7,730 shares of the company’s... More of this article »
Image for Auto Trader Group (OTCMKTS:ATDRY) Receives Consensus Recommendation of “Hold” from Analysts

Auto Trader Group (OTCMKTS:ATDRY) Receives Consensus Recommendation of “Hold” from Analysts

Shares of Auto Trader Group (OTCMKTS:ATDRY – Get Free Report) have received a consensus rating of “Hold” from the six analysts that are currently covering the firm, MarketBeat Ratings reports. One research analyst... More of this article »
Image for Baytex Energy Corp (NYSE:BTE) Receives Consensus Rating of “Hold” from Analysts

Baytex Energy Corp (NYSE:BTE) Receives Consensus Rating of “Hold” from Analysts

Shares of Baytex Energy Corp (NYSE:BTE – Get Free Report) (TSE:BTE) have earned a consensus recommendation of “Hold” from the eleven analysts that are covering the company, MarketBeat reports. One research analyst... More of this article »
Image for Markowski Investments Invests $4.85 Million in The Goldman Sachs Group, Inc. $GS

Markowski Investments Invests $4.85 Million in The Goldman Sachs Group, Inc. $GS

Markowski Investments bought a new stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Markowski Investments Makes New Investment in Procter & Gamble Company (The) $PG

Markowski Investments Makes New Investment in Procter & Gamble Company (The) $PG

Markowski Investments acquired a new stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Old Mission Investment Co LLC Makes New $1.79 Million Investment in The Goldman Sachs Group, Inc. $GS

Old Mission Investment Co LLC Makes New $1.79 Million Investment in The Goldman Sachs Group, Inc. $GS

Old Mission Investment Co LLC purchased a new position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for 15,095 Shares in Direxion Daily MSFT Bull 2X Shares $MSFU Bought by Turner Financial Group Inc.

15,095 Shares in Direxion Daily MSFT Bull 2X Shares $MSFU Bought by Turner Financial Group Inc.

Turner Financial Group Inc. bought a new stake in Direxion Daily MSFT Bull 2X Shares (NASDAQ:MSFU – Free Report) in the 2nd quarter, Holdings Channel reports. The institutional investor bought 15,095 shares of the company’s... More of this article »
Image for Raiffeisen Bank International AG Lowers Stock Holdings in Aercap Holdings N.V. $AER

Raiffeisen Bank International AG Lowers Stock Holdings in Aercap Holdings N.V. $AER

Raiffeisen Bank International AG cut its holdings in shares of Aercap Holdings N.V. (NYSE:AER – Free Report) by 36.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Welltower Inc. $WELL Shares Purchased by Raiffeisen Bank International AG

Welltower Inc. $WELL Shares Purchased by Raiffeisen Bank International AG

Raiffeisen Bank International AG boosted its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 23.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Jade Biosciences (NASDAQ:JBIO) Trading Down 4.6%  – What’s Next?

Jade Biosciences (NASDAQ:JBIO) Trading Down 4.6% – What’s Next?

Jade Biosciences, Inc. (NASDAQ:JBIO – Get Free Report)’s share price fell 4.6% during mid-day trading on Thursday . The company traded as low as $19.92 and last traded at $20.4210. Approximately 151,162 shares were traded... More of this article »
Image for Wellington Management Group LLP Increases Stock Holdings in McKesson Corporation $MCK

Wellington Management Group LLP Increases Stock Holdings in McKesson Corporation $MCK

Wellington Management Group LLP increased its holdings in shares of McKesson Corporation (NYSE:MCK – Free Report) by 18.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Munich Reinsurance Co Stock Corp in Munich Makes New Investment in IQVIA Holdings Inc. $IQV

Munich Reinsurance Co Stock Corp in Munich Makes New Investment in IQVIA Holdings Inc. $IQV

Munich Reinsurance Co Stock Corp in Munich acquired a new stake in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for TOP Private Wealth LLC. Purchases New Position in Janus Henderson AAA CLO ETF $JAAA

TOP Private Wealth LLC. Purchases New Position in Janus Henderson AAA CLO ETF $JAAA

TOP Private Wealth LLC. purchased a new stake in shares of Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Oakmont Investment Advisors Inc. Acquires New Holdings in EOG Resources, Inc. $EOG

Oakmont Investment Advisors Inc. Acquires New Holdings in EOG Resources, Inc. $EOG

Oakmont Investment Advisors Inc. bought a new stake in EOG Resources, Inc. (NYSE:EOG – Free Report) during the 2nd quarter, Holdings Channel.com reports. The fund bought 6,100 shares of the energy exploration company’s... More of this article »
Image for Strategy (NASDAQ:MSTR) Stock Price Up 8.4% Following Analyst Upgrade

Strategy (NASDAQ:MSTR) Stock Price Up 8.4% Following Analyst Upgrade

Strategy Inc (NASDAQ:MSTR – Get Free Report) was up 8.4% during trading on Thursday after Alliance Global Partners upgraded the stock to a strong-buy rating. The company traded as high as $133.01 and last traded at $133.4780.... More of this article »
Image for Steven Chaouki Sells 1,000 Shares of TransUnion (NYSE:TRU) Stock

Steven Chaouki Sells 1,000 Shares of TransUnion (NYSE:TRU) Stock

TransUnion (NYSE:TRU – Get Free Report) insider Steven Chaouki sold 1,000 shares of the business’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average price of $84.42, for... More of this article »
Image for Insider Selling: Orchestra BioMed (NASDAQ:OBIO) Insider Sells $74,100.00 in Stock

Insider Selling: Orchestra BioMed (NASDAQ:OBIO) Insider Sells $74,100.00 in Stock

Orchestra BioMed Holdings, Inc. (NASDAQ:OBIO – Get Free Report) insider Darren Sherman sold 15,000 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The shares were sold at an average... More of this article »
Image for Seven Fleet Capital Management LP Sells 6,390 Shares of Spyre Therapeutics, Inc. $SYRE

Seven Fleet Capital Management LP Sells 6,390 Shares of Spyre Therapeutics, Inc. $SYRE

Seven Fleet Capital Management LP trimmed its holdings in shares of Spyre Therapeutics, Inc. (NASDAQ:SYRE – Free Report) by 32.5% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 13,300 shares... More of this article »
Image for NEOS Investment Management LLC Acquires 6,698 Shares of Axon Enterprise, Inc $AXON

NEOS Investment Management LLC Acquires 6,698 Shares of Axon Enterprise, Inc $AXON

NEOS Investment Management LLC raised its holdings in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 12.8% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for 31,658 Shares in Celestica, Inc. $CLS Acquired by Nykredit A S

31,658 Shares in Celestica, Inc. $CLS Acquired by Nykredit A S

Nykredit A S acquired a new stake in Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Rareview Capital LLC Increases Position in Western Asset High Income Opportunity Fund Inc. $HIO

Rareview Capital LLC Increases Position in Western Asset High Income Opportunity Fund Inc. $HIO

Rareview Capital LLC increased its position in Western Asset High Income Opportunity Fund Inc. (NYSE:HIO – Free Report) by 30.7% in the second quarter, HoldingsChannel.com reports. The fund owned 903,653 shares of the closed-end... More of this article »
Image for Shum Financial Group Inc. Acquires Shares of 3,107 iShares Core S&P U.S. Growth ETF $IUSG

Shum Financial Group Inc. Acquires Shares of 3,107 iShares Core S&P U.S. Growth ETF $IUSG

Shum Financial Group Inc. acquired a new stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Sapient Capital LLC Has $377,000 Holdings in Custom Truck One Source, Inc. $CTOS

Sapient Capital LLC Has $377,000 Holdings in Custom Truck One Source, Inc. $CTOS

Sapient Capital LLC lessened its holdings in shares of Custom Truck One Source, Inc. (NYSE:CTOS – Free Report) by 75.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for WealthShield Partners LLC Takes Position in Tesla, Inc. $TSLA

WealthShield Partners LLC Takes Position in Tesla, Inc. $TSLA

WealthShield Partners LLC purchased a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 2nd quarter, Holdings Channel reports. The institutional investor purchased 3,616 shares of the electric vehicle... More of this article »
Image for CNO Financial Group (NYSE:CNO) Insider Sells $360,734.40 in Stock

CNO Financial Group (NYSE:CNO) Insider Sells $360,734.40 in Stock

CNO Financial Group, Inc. (NYSE:CNO – Get Free Report) insider Jeanne Linnenbringer sold 6,560 shares of the company’s stock in a transaction on Monday, August 31st. The stock was sold at an average price of $54.99, for... More of this article »
Image for NewGenIvf Group (NASDAQ:NIVF) Director Purchases $333,334.50 in Stock

NewGenIvf Group (NASDAQ:NIVF) Director Purchases $333,334.50 in Stock

NewGenIvf Group Limited (NASDAQ:NIVF – Get Free Report) Director Kong Yiu Cheung purchased 222,223 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was bought at an average price of $1.50 per... More of this article »
Image for TD Waterhouse Canada Inc. Raises Stake in Sprott Physical Gold Trust $PHYS

TD Waterhouse Canada Inc. Raises Stake in Sprott Physical Gold Trust $PHYS

TD Waterhouse Canada Inc. raised its holdings in Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 7.9% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Navi International Administradora e Gestora de Recursos Financeiros Ltda. Purchases 945 Shares of MercadoLibre, Inc. $MELI

Navi International Administradora e Gestora de Recursos Financeiros Ltda. Purchases 945 Shares of MercadoLibre, Inc. $MELI

Navi International Administradora e Gestora de Recursos Financeiros Ltda. boosted its position in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 3.1% in the 2nd quarter, according to its most recent filing with the SEC. The... More of this article »
Image for Raiffeisen Bank International AG Sells 2,973 Shares of Targa Resources, Inc. $TRGP

Raiffeisen Bank International AG Sells 2,973 Shares of Targa Resources, Inc. $TRGP

Raiffeisen Bank International AG lessened its stake in shares of Targa Resources, Inc. (NYSE:TRGP – Free Report) by 15.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for American Express Company $AXP Stock Holdings Lifted by NEOS Investment Management LLC

American Express Company $AXP Stock Holdings Lifted by NEOS Investment Management LLC

NEOS Investment Management LLC boosted its holdings in shares of American Express Company (NYSE:AXP) by 14.0% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for FirstWave Capital Management LLC Acquires New Shares in Corning Incorporated $GLW

FirstWave Capital Management LLC Acquires New Shares in Corning Incorporated $GLW

FirstWave Capital Management LLC bought a new position in shares of Corning Incorporated (NYSE:GLW – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for TD Waterhouse Canada Inc. Has $29.69 Million Position in Vanguard Financials ETF $VFH

TD Waterhouse Canada Inc. Has $29.69 Million Position in Vanguard Financials ETF $VFH

TD Waterhouse Canada Inc. boosted its position in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 3.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for NEOS Investment Management LLC Purchases 17,914 Shares of American Tower Corporation $AMT

NEOS Investment Management LLC Purchases 17,914 Shares of American Tower Corporation $AMT

NEOS Investment Management LLC lifted its holdings in American Tower Corporation (NYSE:AMT – Free Report) by 14.3% during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Wellington Management Group LLP Has $40.81 Million Holdings in Corvus Pharmaceuticals, Inc. $CRVS

Wellington Management Group LLP Has $40.81 Million Holdings in Corvus Pharmaceuticals, Inc. $CRVS

Wellington Management Group LLP lifted its stake in shares of Corvus Pharmaceuticals, Inc. (NASDAQ:CRVS – Free Report) by 17.8% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 2,731,632 shares... More of this article »
Image for NEOS Investment Management LLC Has $27.38 Million Stock Position in Mplx Lp $MPLX

NEOS Investment Management LLC Has $27.38 Million Stock Position in Mplx Lp $MPLX

NEOS Investment Management LLC increased its stake in Mplx Lp (NYSE:MPLX – Free Report) by 45.5% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 486,025 shares of the pipeline... More of this article »
Image for Head to Head Contrast: Cementos Pacasmayo S.A.A. (NYSE:CPAC) and GCC (OTCMKTS:GCWOF)

Head to Head Contrast: Cementos Pacasmayo S.A.A. (NYSE:CPAC) and GCC (OTCMKTS:GCWOF)

GCC (OTCMKTS:GCWOF – Get Free Report) and Cementos Pacasmayo S.A.A. (NYSE:CPAC – Get Free Report) are both materials companies, but which is the better investment? We will compare the two businesses based on the strength... More of this article »
Image for Nykredit A S Purchases New Position in Public Service Enterprise Group Incorporated $PEG

Nykredit A S Purchases New Position in Public Service Enterprise Group Incorporated $PEG

Nykredit A S purchased a new stake in Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Transcend Capital Advisors LLC Increases Stock Position in Meta Platforms, Inc. $META

Transcend Capital Advisors LLC Increases Stock Position in Meta Platforms, Inc. $META

Transcend Capital Advisors LLC lifted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.8% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 18,932 shares of the... More of this article »
Image for Marion Mccourt Sells 1,215 Shares of Regeneron Pharmaceuticals (NASDAQ:REGN) Stock

Marion Mccourt Sells 1,215 Shares of Regeneron Pharmaceuticals (NASDAQ:REGN) Stock

Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Get Free Report) EVP Marion Mccourt sold 1,215 shares of the firm’s stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $850.00,... More of this article »
Image for TD Asset Management Inc Sells 514,243 Shares of Meta Platforms, Inc. $META

TD Asset Management Inc Sells 514,243 Shares of Meta Platforms, Inc. $META

TD Asset Management Inc lessened its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 20.6% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 1,979,128 shares of the social... More of this article »
Image for Horizon Technology Finance Corporation (NASDAQ:HRZN) Receives $4.95 Average Target Price from Brokerages

Horizon Technology Finance Corporation (NASDAQ:HRZN) Receives $4.95 Average Target Price from Brokerages

Horizon Technology Finance Corporation (NASDAQ:HRZN – Get Free Report) has received a consensus rating of “Hold” from the seven research firms that are covering the company, MarketBeat Ratings reports. One investment... More of this article »
Image for AXT (NASDAQ:AXTI) vs. Nitto Denko (OTCMKTS:NDEKY) Critical Contrast

AXT (NASDAQ:AXTI) vs. Nitto Denko (OTCMKTS:NDEKY) Critical Contrast

AXT (NASDAQ:AXTI – Get Free Report) and Nitto Denko (OTCMKTS:NDEKY – Get Free Report) are both technology companies, but which is the better stock? We will compare the two businesses based on the strength of their valuation,... More of this article »
Image for Highland Investment Advisors LLC Acquires Shares of 23,391 iShares Core MSCI EAFE ETF $IEFA

Highland Investment Advisors LLC Acquires Shares of 23,391 iShares Core MSCI EAFE ETF $IEFA

Highland Investment Advisors LLC bought a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for 13,387 Shares in iShares 1-3 Year Treasury Bond ETF $SHY Bought by Highland Investment Advisors LLC

13,387 Shares in iShares 1-3 Year Treasury Bond ETF $SHY Bought by Highland Investment Advisors LLC

Highland Investment Advisors LLC bought a new stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for The Home Depot, Inc. $HD Shares Sold by NS Partners Ltd

The Home Depot, Inc. $HD Shares Sold by NS Partners Ltd

NS Partners Ltd lessened its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 57.4% in the 2nd quarter, HoldingsChannel reports. The fund owned 1,376 shares of the home improvement retailer’s stock... More of this article »