Home » Author Archive

Image for Peterson Wealth Services Raises Stake in AAON, Inc. $AAON

Peterson Wealth Services Raises Stake in AAON, Inc. $AAON

Peterson Wealth Services boosted its position in AAON, Inc. (NASDAQ:AAON – Free Report) by 306.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Peterson Wealth Services Purchases 9,847 Shares of Darden Restaurants, Inc. $DRI

Peterson Wealth Services Purchases 9,847 Shares of Darden Restaurants, Inc. $DRI

Peterson Wealth Services lifted its position in Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 977.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 10,854 shares of the restaurant operator’s stock... More of this article »
Image for Mosley Wealth Management Invests $1.66 Million in iShares U.S. Thematic Rotation Active ETF $THRO

Mosley Wealth Management Invests $1.66 Million in iShares U.S. Thematic Rotation Active ETF $THRO

Mosley Wealth Management acquired a new position in iShares U.S. Thematic Rotation Active ETF (NYSEARCA:THRO – Free Report) during the fourth quarter, Holdings Channel reports. The firm acquired 43,538 shares of the company’s... More of this article »
Image for Peterson Wealth Services Reduces Stock Position in Marathon Petroleum Corporation $MPC

Peterson Wealth Services Reduces Stock Position in Marathon Petroleum Corporation $MPC

Peterson Wealth Services lessened its position in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 68.9% during the 4th quarter, Holdings Channel reports. The firm owned 18,917 shares of the oil and gas company’s... More of this article »
Image for Mosley Wealth Management Takes Position in iShares Expanded Tech-Software Sector ETF $IGV

Mosley Wealth Management Takes Position in iShares Expanded Tech-Software Sector ETF $IGV

Mosley Wealth Management acquired a new stake in shares of iShares Expanded Tech-Software Sector ETF (BATS:IGV – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Mint Tower Capital Management B.V. Decreases Holdings in GigCapital7 Corp. $GIG

Mint Tower Capital Management B.V. Decreases Holdings in GigCapital7 Corp. $GIG

Mint Tower Capital Management B.V. trimmed its holdings in shares of GigCapital7 Corp. (NASDAQ:GIG – Free Report) by 33.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 199,799 shares of... More of this article »
Image for Principal Securities Inc. Sells 42,106 Shares of iShares Core S&P U.S. Growth ETF $IUSG

Principal Securities Inc. Sells 42,106 Shares of iShares Core S&P U.S. Growth ETF $IUSG

Principal Securities Inc. lessened its stake in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 12.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Mint Tower Capital Management B.V. Makes New $1.81 Million Investment in Brighthouse Financial, Inc. $BHF

Mint Tower Capital Management B.V. Makes New $1.81 Million Investment in Brighthouse Financial, Inc. $BHF

Mint Tower Capital Management B.V. bought a new position in Brighthouse Financial, Inc. (NASDAQ:BHF – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 28,000 shares of the company’s stock,... More of this article »
Image for Mint Tower Capital Management B.V. Buys Shares of 250,000 Crane Harbor Acquisition Corp. II $CRANU

Mint Tower Capital Management B.V. Buys Shares of 250,000 Crane Harbor Acquisition Corp. II $CRANU

Mint Tower Capital Management B.V. bought a new stake in shares of Crane Harbor Acquisition Corp. II (NASDAQ:CRANU – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for Mosley Wealth Management Invests $1.31 Million in iShares MSCI USA Min Vol Factor ETF $USMV

Mosley Wealth Management Invests $1.31 Million in iShares MSCI USA Min Vol Factor ETF $USMV

Mosley Wealth Management acquired a new position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Centersquare Investment Management LLC Increases Holdings in Alexandria Real Estate Equities, Inc. $ARE

Centersquare Investment Management LLC Increases Holdings in Alexandria Real Estate Equities, Inc. $ARE

Centersquare Investment Management LLC grew its holdings in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE – Free Report) by 177.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Image for Twilio (NYSE:TWLO) Upgraded to Moderate Buy at Tigress Financial

Twilio (NYSE:TWLO) Upgraded to Moderate Buy at Tigress Financial

Tigress Financial upgraded shares of Twilio (NYSE:TWLO – Free Report) to a moderate buy rating in a research note issued to investors on Thursday morning,Zacks.com reports. A number of other analysts have also issued reports... More of this article »
Image for Sustainable Insight Capital Management LLC Raises Position in American Electric Power Company, Inc. $AEP

Sustainable Insight Capital Management LLC Raises Position in American Electric Power Company, Inc. $AEP

Sustainable Insight Capital Management LLC lifted its stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 120.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Sustainable Insight Capital Management LLC Has $1.58 Million Holdings in Dover Corporation $DOV

Sustainable Insight Capital Management LLC Has $1.58 Million Holdings in Dover Corporation $DOV

Sustainable Insight Capital Management LLC cut its stake in Dover Corporation (NYSE:DOV – Free Report) by 36.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Mattson Financial Services LLC Has $2.88 Million Stock Holdings in Amphenol Corporation $APH

Mattson Financial Services LLC Has $2.88 Million Stock Holdings in Amphenol Corporation $APH

Mattson Financial Services LLC trimmed its position in Amphenol Corporation (NYSE:APH – Free Report) by 28.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 21,318 shares of the electronics... More of this article »
Image for Fractyl Health (NASDAQ:GUTS) CFO Buys $13,800.00 in Stock

Fractyl Health (NASDAQ:GUTS) CFO Buys $13,800.00 in Stock

Fractyl Health, Inc. (NASDAQ:GUTS – Get Free Report) CFO Weber Lara Smith bought 20,000 shares of the firm’s stock in a transaction dated Monday, June 8th. The stock was bought at an average cost of $0.69 per share, with... More of this article »
Image for Polen Capital Management LLC Has $19.17 Million Position in Icon Plc $ICLR

Polen Capital Management LLC Has $19.17 Million Position in Icon Plc $ICLR

Polen Capital Management LLC lowered its stake in shares of Icon Plc (NASDAQ:ICLR – Free Report) by 76.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 105,206 shares of the medical research... More of this article »
Image for Private Management Group Inc. Sells 57,768 Shares of State Street Corporation $STT

Private Management Group Inc. Sells 57,768 Shares of State Street Corporation $STT

Private Management Group Inc. decreased its position in State Street Corporation (NYSE:STT – Free Report) by 13.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Great Lakes Advisors LLC Raises Holdings in SPDR Portfolio Emerging Markets ETF $SPEM

Great Lakes Advisors LLC Raises Holdings in SPDR Portfolio Emerging Markets ETF $SPEM

Great Lakes Advisors LLC increased its holdings in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 3.2% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 713,918 shares... More of this article »
Image for Intelligent Protection Management (NASDAQ:IPM) Major Shareholder Buys $35,911.80 in Stock

Intelligent Protection Management (NASDAQ:IPM) Major Shareholder Buys $35,911.80 in Stock

Intelligent Protection Management Corp. (NASDAQ:IPM – Get Free Report) major shareholder Adam Katz 2012 Revocable Trust purchased 19,951 shares of the business’s stock in a transaction dated Wednesday, April 8th. The shares... More of this article »
Image for Polen Capital Management LLC Lowers Stock Holdings in Globant S.A. $GLOB

Polen Capital Management LLC Lowers Stock Holdings in Globant S.A. $GLOB

Polen Capital Management LLC lowered its stake in shares of Globant S.A. (NYSE:GLOB – Free Report) by 33.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 90,462 shares of the information... More of this article »
Image for Workday, Inc. $WDAY Position Reduced by Polen Capital Management LLC

Workday, Inc. $WDAY Position Reduced by Polen Capital Management LLC

Polen Capital Management LLC decreased its position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 99.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 10,782 shares of the software maker’s... More of this article »
Image for Atlassian (NASDAQ:TEAM) CRO Sells $142,241.53 in Stock

Atlassian (NASDAQ:TEAM) CRO Sells $142,241.53 in Stock

Atlassian Corporation PLC (NASDAQ:TEAM – Get Free Report) CRO Brian Duffy sold 1,451 shares of the business’s stock in a transaction on Monday, June 8th. The shares were sold at an average price of $98.03, for a total transaction... More of this article »
Image for Meiji Yasuda America Inc Takes Position in Welltower Inc. $WELL

Meiji Yasuda America Inc Takes Position in Welltower Inc. $WELL

Meiji Yasuda America Inc acquired a new stake in shares of Welltower Inc. (NYSE:WELL – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Brokerages Set Interparfums, Inc. (NASDAQ:IPAR) Price Target at $106.00

Brokerages Set Interparfums, Inc. (NASDAQ:IPAR) Price Target at $106.00

Interparfums, Inc. (NASDAQ:IPAR – Get Free Report) has received a consensus rating of “Moderate Buy” from the eight research firms that are currently covering the stock, Marketbeat reports. Three analysts have rated... More of this article »
Image for Marathon Digital (NASDAQ:MARA) and Garden Stage (NASDAQ:GSIW) Head-To-Head Contrast

Marathon Digital (NASDAQ:MARA) and Garden Stage (NASDAQ:GSIW) Head-To-Head Contrast

Marathon Digital (NASDAQ:MARA – Get Free Report) and Garden Stage (NASDAQ:GSIW – Get Free Report) are both finance companies, but which is the better investment? We will compare the two companies based on the strength of... More of this article »
Image for Dimensional National Municipal Bond ETF $DFNM Shares Bought by RAM Investment Partners LLC

Dimensional National Municipal Bond ETF $DFNM Shares Bought by RAM Investment Partners LLC

RAM Investment Partners LLC boosted its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 22.8% in the fourth quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for IFM Investors Pty Ltd Increases Stock Holdings in Analog Devices, Inc. $ADI

IFM Investors Pty Ltd Increases Stock Holdings in Analog Devices, Inc. $ADI

IFM Investors Pty Ltd raised its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 1.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for MIdWestOne Financial Group Inc. Grows Stock Position in Shift4 Payments, Inc. $FOUR

MIdWestOne Financial Group Inc. Grows Stock Position in Shift4 Payments, Inc. $FOUR

MIdWestOne Financial Group Inc. increased its holdings in shares of Shift4 Payments, Inc. (NYSE:FOUR – Free Report) by 576.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for IFM Investors Pty Ltd Grows Position in Equinix, Inc. $EQIX

IFM Investors Pty Ltd Grows Position in Equinix, Inc. $EQIX

IFM Investors Pty Ltd increased its holdings in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for SmartHarvest Portfolios LLC Acquires Shares of 27,289 Vanguard Tax-Exempt Bond ETF $VTEB

SmartHarvest Portfolios LLC Acquires Shares of 27,289 Vanguard Tax-Exempt Bond ETF $VTEB

SmartHarvest Portfolios LLC purchased a new stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Thomas Bohjalian Acquires 75,000 Shares of SmartRent (NYSE:SMRT) Stock

Thomas Bohjalian Acquires 75,000 Shares of SmartRent (NYSE:SMRT) Stock

SmartRent, Inc. (NYSE:SMRT – Get Free Report) Director Thomas Bohjalian purchased 75,000 shares of the firm’s stock in a transaction dated Wednesday, June 10th. The stock was purchased at an average cost of $1.11 per share,... More of this article »
Image for Renasant (NYSE:RNST) Director Sells $51,411.30 in Stock

Renasant (NYSE:RNST) Director Sells $51,411.30 in Stock

Renasant Corp (NYSE:RNST – Get Free Report) Director Connie Engel sold 1,257 shares of the stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $40.90, for a total transaction... More of this article »
Image for Texas Instruments Incorporated $TXN Shares Sold by Cutler Investment Counsel LLC

Texas Instruments Incorporated $TXN Shares Sold by Cutler Investment Counsel LLC

Cutler Investment Counsel LLC lessened its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Colonial Trust Advisors Cuts Holdings in iShares Floating Rate Bond ETF $FLOT

Colonial Trust Advisors Cuts Holdings in iShares Floating Rate Bond ETF $FLOT

Colonial Trust Advisors reduced its position in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 5.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Equinor ASA $EQNR Stake Decreased by Folketrygdfondet

Equinor ASA $EQNR Stake Decreased by Folketrygdfondet

Folketrygdfondet lessened its holdings in shares of Equinor ASA (NYSE:EQNR – Free Report) by 1.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for International Paper Company $IP Stake Cut by Colrain Capital LLC

International Paper Company $IP Stake Cut by Colrain Capital LLC

Colrain Capital LLC cut its position in shares of International Paper Company (NYSE:IP – Free Report) by 85.0% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Invesco BulletShares 2028 Corporate Bond ETF $BSCS Shares Bought by Colonial Trust Co SC

Invesco BulletShares 2028 Corporate Bond ETF $BSCS Shares Bought by Colonial Trust Co SC

Colonial Trust Co SC raised its stake in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 15.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for 18,806 Shares in CarMax, Inc. $KMX Bought by Rockbridge Capital Management LLC

18,806 Shares in CarMax, Inc. $KMX Bought by Rockbridge Capital Management LLC

Rockbridge Capital Management LLC bought a new position in CarMax, Inc. (NYSE:KMX – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for BRIGHT VALLEY CAPITAL Ltd Takes $5.23 Million Position in Vipshop Holdings Limited $VIPS

BRIGHT VALLEY CAPITAL Ltd Takes $5.23 Million Position in Vipshop Holdings Limited $VIPS

BRIGHT VALLEY CAPITAL Ltd bought a new stake in Vipshop Holdings Limited (NYSE:VIPS – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Great Lakes Advisors LLC Has $34.29 Million Stock Position in Expand Energy Corporation $EXE

Great Lakes Advisors LLC Has $34.29 Million Stock Position in Expand Energy Corporation $EXE

Great Lakes Advisors LLC reduced its holdings in shares of Expand Energy Corporation (NASDAQ:EXE – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Mastercard Incorporated $MA Position Lowered by Great Lakes Advisors LLC

Mastercard Incorporated $MA Position Lowered by Great Lakes Advisors LLC

Great Lakes Advisors LLC decreased its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 11.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 43,151 shares... More of this article »
Image for Amer Sports, Inc. $AS Holdings Lifted by Brilliance Asset Management Ltd.

Amer Sports, Inc. $AS Holdings Lifted by Brilliance Asset Management Ltd.

Brilliance Asset Management Ltd. increased its holdings in shares of Amer Sports, Inc. (NYSE:AS – Free Report) by 164.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Critical Analysis: First Northern Community Bancorp (NASDAQ:FNRN) vs. HomeTrust Bancshares (NYSE:HTB)

Critical Analysis: First Northern Community Bancorp (NASDAQ:FNRN) vs. HomeTrust Bancshares (NYSE:HTB)

First Northern Community Bancorp (NASDAQ:FNRN – Get Free Report) and HomeTrust Bancshares (NYSE:HTB – Get Free Report) are both small-cap financial services companies, but which is the superior stock? We will compare the... More of this article »
Image for Nuveen LLC Sells 208,137 Shares of Procter & Gamble Company (The) $PG

Nuveen LLC Sells 208,137 Shares of Procter & Gamble Company (The) $PG

Nuveen LLC trimmed its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 1.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for BlackRock $BLK Stock Position Increased by Nuveen LLC

BlackRock $BLK Stock Position Increased by Nuveen LLC

Nuveen LLC lifted its position in BlackRock (NYSE:BLK – Free Report) by 19.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 687,722 shares of the asset manager’s... More of this article »
Image for Nuveen LLC Lowers Position in Simon Property Group, Inc. $SPG

Nuveen LLC Lowers Position in Simon Property Group, Inc. $SPG

Nuveen LLC reduced its stake in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 15.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,701,151 shares... More of this article »
Image for SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB) Sees Large Volume Increase  – Here’s Why

SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB) Sees Large Volume Increase – Here’s Why

Shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Get Free Report) saw strong trading volume on Wednesday . 3,633,419 shares traded hands during trading, an increase of 10% from the previous session’s... More of this article »
Image for Graetz Wealth LLC Invests $1.62 Million in iShares Preferred and Income Securities ETF $PFF

Graetz Wealth LLC Invests $1.62 Million in iShares Preferred and Income Securities ETF $PFF

Graetz Wealth LLC purchased a new position in iShares Preferred and Income Securities ETF (NASDAQ:PFF – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX) Receives $20.70 Average Price Target from Brokerages

BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX) Receives $20.70 Average Price Target from Brokerages

Shares of BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX – Get Free Report) have received an average recommendation of “Moderate Buy” from the twelve analysts that are covering the company, MarketBeat reports. Three... More of this article »