Home » Author Archive

Image for Jacobs Equity LLC Takes $500,000 Position in Schwab International Equity ETF $SCHF

Jacobs Equity LLC Takes $500,000 Position in Schwab International Equity ETF $SCHF

Jacobs Equity LLC bought a new position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 20,802 shares of the company’s stock, valued... More of this article »
Image for BDFS Capital LLC Purchases New Shares in Dimensional US Large Cap Value ETF $DFLV

BDFS Capital LLC Purchases New Shares in Dimensional US Large Cap Value ETF $DFLV

BDFS Capital LLC acquired a new stake in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Groupama Asset Managment Sells 7,356 Shares of EOG Resources, Inc. $EOG

Groupama Asset Managment Sells 7,356 Shares of EOG Resources, Inc. $EOG

Groupama Asset Managment reduced its position in EOG Resources, Inc. (NYSE:EOG – Free Report) by 20.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Sit Investment Associates Inc. Buys 74,078 Shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust $GBAB

Sit Investment Associates Inc. Buys 74,078 Shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust $GBAB

Sit Investment Associates Inc. raised its stake in shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (NYSE:GBAB – Free Report) by 11.9% in the fourth quarter, according to the company in its most... More of this article »
Image for Topor & Co. Korea Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Topor & Co. Korea Makes New Investment in iShares Core U.S. Aggregate Bond ETF $AGG

Topor & Co. Korea acquired a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for OakTrust Wealth Advisors LLC Buys Shares of 63,124 SPDR Gold MiniShares Trust $GLDM

OakTrust Wealth Advisors LLC Buys Shares of 63,124 SPDR Gold MiniShares Trust $GLDM

OakTrust Wealth Advisors LLC purchased a new position in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Corient Private Wealth LLC Boosts Stock Holdings in Tesla, Inc. $TSLA

Corient Private Wealth LLC Boosts Stock Holdings in Tesla, Inc. $TSLA

Corient Private Wealth LLC lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3,205.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 21,459,599 shares of the electric... More of this article »
Image for CrossGen Wealth LLC Acquires New Position in Realty Income Corporation $O

CrossGen Wealth LLC Acquires New Position in Realty Income Corporation $O

CrossGen Wealth LLC acquired a new stake in Realty Income Corporation (NYSE:O – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 14,893 shares of the real estate investment trust’s stock,... More of this article »
Image for Johnson & Johnson $JNJ Shares Bought by Corient Private Wealth LLC

Johnson & Johnson $JNJ Shares Bought by Corient Private Wealth LLC

Corient Private Wealth LLC raised its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 12.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 2,896,418 shares of the company’s... More of this article »
Image for 154,200 Shares in Barrick Mining Corporation $B Acquired by SSA Swiss Advisors AG

154,200 Shares in Barrick Mining Corporation $B Acquired by SSA Swiss Advisors AG

SSA Swiss Advisors AG bought a new position in Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought... More of this article »
Image for 960,000 Shares in Apex Technology Acquisition Co. $APXT Purchased by Lineage Point Capital LP

960,000 Shares in Apex Technology Acquisition Co. $APXT Purchased by Lineage Point Capital LP

Lineage Point Capital LP acquired a new stake in Apex Technology Acquisition Co. (NASDAQ:APXT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for TD Capital Management LLC Has $13.33 Million Position in JPMorgan Short Duration Core Plus ETF $JSCP

TD Capital Management LLC Has $13.33 Million Position in JPMorgan Short Duration Core Plus ETF $JSCP

TD Capital Management LLC boosted its holdings in shares of JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Free Report) by 29.2% during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Image for SG Trading Solutions LLC Invests $1.38 Million in Deutsche Bank Aktiengesellschaft $DB

SG Trading Solutions LLC Invests $1.38 Million in Deutsche Bank Aktiengesellschaft $DB

SG Trading Solutions LLC acquired a new position in Deutsche Bank Aktiengesellschaft (NYSE:DB – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Pacer Advisors Inc. Acquires 1,219,439 Shares of eBay Inc. $EBAY

Pacer Advisors Inc. Acquires 1,219,439 Shares of eBay Inc. $EBAY

Pacer Advisors Inc. raised its stake in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 3,248.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for WSP Global (TSE:WSP) Sets New 52-Week Low  – What’s Next?

WSP Global (TSE:WSP) Sets New 52-Week Low – What’s Next?

WSP Global Inc. (TSE:WSP – Get Free Report)’s share price reached a new 52-week low during mid-day trading on Wednesday . The company traded as low as C$177.55 and last traded at C$178.74, with a volume of 38649 shares... More of this article »
Image for Hensoldt (OTCMKTS:HAGHY) Shares Gap Up   – Here’s Why

Hensoldt (OTCMKTS:HAGHY) Shares Gap Up – Here’s Why

Hensoldt AG – Unsponsored ADR (OTCMKTS:HAGHY – Get Free Report) gapped up before the market opened on Wednesday . The stock had previously closed at $8.19, but opened at $8.70. Hensoldt shares last traded at $8.2750, with... More of this article »
Image for Catalyst Investment Management LLC Purchases New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Catalyst Investment Management LLC Purchases New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Catalyst Investment Management LLC acquired a new stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for River Road Asset Management LLC Sells 57,779 Shares of GXO Logistics, Inc. $GXO

River Road Asset Management LLC Sells 57,779 Shares of GXO Logistics, Inc. $GXO

River Road Asset Management LLC reduced its stake in GXO Logistics, Inc. (NYSE:GXO – Free Report) by 1.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for River Road Asset Management LLC Has $204.27 Million Holdings in Murphy USA Inc. $MUSA

River Road Asset Management LLC Has $204.27 Million Holdings in Murphy USA Inc. $MUSA

River Road Asset Management LLC increased its position in Murphy USA Inc. (NYSE:MUSA – Free Report) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 506,214 shares... More of this article »
Image for River Road Asset Management LLC Increases Stock Holdings in Paycom Software, Inc. $PAYC

River Road Asset Management LLC Increases Stock Holdings in Paycom Software, Inc. $PAYC

River Road Asset Management LLC increased its position in Paycom Software, Inc. (NYSE:PAYC – Free Report) by 481.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for 81,210 Shares in Nomura Holdings Inc ADR $NMR Purchased by SG Trading Solutions LLC

81,210 Shares in Nomura Holdings Inc ADR $NMR Purchased by SG Trading Solutions LLC

SG Trading Solutions LLC acquired a new position in shares of Nomura Holdings Inc ADR (NYSE:NMR – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Halma (OTCMKTS:HLMAF) Given Consensus Recommendation of “Moderate Buy” by Analysts

Halma (OTCMKTS:HLMAF) Given Consensus Recommendation of “Moderate Buy” by Analysts

Shares of Halma (OTCMKTS:HLMAF – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the seven research firms that are presently covering the stock, Marketbeat Ratings reports. Two... More of this article »
Image for Best Fitness Stocks To Add to Your Watchlist – June 18th

Best Fitness Stocks To Add to Your Watchlist – June 18th

Garmin, Life Time Group, Planet Fitness, Peloton Interactive, and Xponential Fitness are the five Fitness stocks to watch today, according to MarketBeat’s stock screener tool. “Fitness stocks” are shares of publicly traded... More of this article »
Image for Corient Private Wealth LLC Has $389.43 Million Stake in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL

Corient Private Wealth LLC Has $389.43 Million Stake in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL

Corient Private Wealth LLC raised its holdings in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 2,258.6% in the fourth quarter, HoldingsChannel.com reports. The firm owned 4,261,682 shares of the company’s... More of this article »
Image for MV Capital Management Inc. Purchases Shares of 14,666 Enterprise Products Partners L.P. $EPD

MV Capital Management Inc. Purchases Shares of 14,666 Enterprise Products Partners L.P. $EPD

MV Capital Management Inc. acquired a new position in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 14,666 shares of the oil and... More of this article »
Image for Mark Douglas Smith Sells 1,157 Shares of Jazz Pharmaceuticals (NASDAQ:JAZZ) Stock

Mark Douglas Smith Sells 1,157 Shares of Jazz Pharmaceuticals (NASDAQ:JAZZ) Stock

Jazz Pharmaceuticals PLC (NASDAQ:JAZZ – Get Free Report) Director Mark Douglas Smith sold 1,157 shares of the business’s stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $230.55,... More of this article »
Image for Kera Capital Partners Inc. Has $1.25 Million Position in Kyverna Therapeutics, Inc. $KYTX

Kera Capital Partners Inc. Has $1.25 Million Position in Kyverna Therapeutics, Inc. $KYTX

Kera Capital Partners Inc. reduced its stake in shares of Kyverna Therapeutics, Inc. (NASDAQ:KYTX – Free Report) by 68.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Cosmic Management LLC Makes New $151.53 Million Investment in Figma, Inc. $FIG

Cosmic Management LLC Makes New $151.53 Million Investment in Figma, Inc. $FIG

Cosmic Management LLC acquired a new position in shares of Figma, Inc. (NYSE:FIG – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 4,054,988 shares... More of this article »
Image for Claris Financial LLC Makes New Investment in Alerian MLP ETF $AMLP

Claris Financial LLC Makes New Investment in Alerian MLP ETF $AMLP

Claris Financial LLC bought a new position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Copart, Inc. $CPRT Shares Sold by Vancity Investment Management Ltd

Copart, Inc. $CPRT Shares Sold by Vancity Investment Management Ltd

Vancity Investment Management Ltd decreased its stake in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) by 5.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Andrew Heyer Sells 20,000 Shares of OneSpaWorld (NASDAQ:OSW) Stock

Andrew Heyer Sells 20,000 Shares of OneSpaWorld (NASDAQ:OSW) Stock

OneSpaWorld Holdings Limited (NASDAQ:OSW – Get Free Report) Director Andrew Heyer sold 20,000 shares of OneSpaWorld stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $26.04, for a total... More of this article »
Image for Advantage Energy (TSE:AAV) Director Acquires C$480,000.00 in Stock

Advantage Energy (TSE:AAV) Director Acquires C$480,000.00 in Stock

Advantage Energy Ltd. (TSE:AAV – Get Free Report) (NYSE:AAV) Director John Festival purchased 50,000 shares of Advantage Energy stock in a transaction on Tuesday, June 16th. The stock was acquired at an average cost of C$9.60... More of this article »
Image for T. Rowe Price Investment Management Inc. Decreases Stock Holdings in Revvity Inc. $RVTY

T. Rowe Price Investment Management Inc. Decreases Stock Holdings in Revvity Inc. $RVTY

T. Rowe Price Investment Management Inc. lowered its stake in Revvity Inc. (NYSE:RVTY – Free Report) by 0.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 22,447,103 shares of... More of this article »
Image for Top Solar Stocks To Watch Today – June 18th

Top Solar Stocks To Watch Today – June 18th

Enphase Energy, First Solar, T1 Energy, Nextpower, and SolarEdge Technologies are the five Solar stocks to watch today, according to MarketBeat’s stock screener tool. Solar stocks are shares of publicly traded companies that... More of this article »
Image for Cambient Family Office LLC Purchases Shares of 19,659 JPMorgan Ultra-Short Municipal ETF $JMST

Cambient Family Office LLC Purchases Shares of 19,659 JPMorgan Ultra-Short Municipal ETF $JMST

Cambient Family Office LLC purchased a new position in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 19,659 shares of... More of this article »
Image for Cambient Family Office LLC Invests $7.43 Million in Deere & Company $DE

Cambient Family Office LLC Invests $7.43 Million in Deere & Company $DE

Cambient Family Office LLC purchased a new position in shares of Deere & Company (NYSE:DE – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 15,898 shares of the industrial... More of this article »
Image for BioNTech SE Sponsored ADR $BNTX Shares Sold by T. Rowe Price Investment Management Inc.

BioNTech SE Sponsored ADR $BNTX Shares Sold by T. Rowe Price Investment Management Inc.

T. Rowe Price Investment Management Inc. cut its stake in BioNTech SE Sponsored ADR (NASDAQ:BNTX – Free Report) by 7.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Tyler Technologies, Inc. $TYL Shares Purchased by T. Rowe Price Investment Management Inc.

Tyler Technologies, Inc. $TYL Shares Purchased by T. Rowe Price Investment Management Inc.

T. Rowe Price Investment Management Inc. lifted its position in Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 2.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Vancity Investment Management Ltd Has $9.52 Million Stock Holdings in Edwards Lifesciences Corporation $EW

Vancity Investment Management Ltd Has $9.52 Million Stock Holdings in Edwards Lifesciences Corporation $EW

Vancity Investment Management Ltd trimmed its stake in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 5.4% during the fourth quarter, HoldingsChannel reports. The fund owned 111,662 shares of the medical... More of this article »
Image for iShares Biotechnology ETF $IBB Shares Bought by Hamilton Wealth LLC

iShares Biotechnology ETF $IBB Shares Bought by Hamilton Wealth LLC

Hamilton Wealth LLC grew its position in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 89.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Talisman Wealth Advisors LLC Purchases 46,907 Shares of PIMCO Multi Sector Bond Active ETF $PYLD

Talisman Wealth Advisors LLC Purchases 46,907 Shares of PIMCO Multi Sector Bond Active ETF $PYLD

Talisman Wealth Advisors LLC raised its position in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 49.9% in the fourth quarter, HoldingsChannel reports. The fund owned 140,889 shares of the company’s... More of this article »
Image for T. Rowe Price Investment Management Inc. Cuts Holdings in Texas Roadhouse, Inc. $TXRH

T. Rowe Price Investment Management Inc. Cuts Holdings in Texas Roadhouse, Inc. $TXRH

T. Rowe Price Investment Management Inc. lowered its stake in Texas Roadhouse, Inc. (NASDAQ:TXRH – Free Report) by 0.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 2,299,231 shares of the restaurant... More of this article »
Image for Insider Selling: Evergy (NASDAQ:EVRG) EVP Sells $900,283.02 in Stock

Insider Selling: Evergy (NASDAQ:EVRG) EVP Sells $900,283.02 in Stock

Evergy Inc. (NASDAQ:EVRG – Get Free Report) EVP Charles Caisley sold 10,787 shares of the stock in a transaction on Monday, June 15th. The shares were sold at an average price of $83.46, for a total value of $900,283.02. Following... More of this article »
Image for Compound Planning Inc. Purchases 9,655 Shares of Astrazeneca Plc $AZN

Compound Planning Inc. Purchases 9,655 Shares of Astrazeneca Plc $AZN

Compound Planning Inc. increased its position in Astrazeneca Plc (NYSE:AZN – Free Report) by 29.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 42,583 shares of the company’s stock... More of this article »
Image for Bristol Myers Squibb Company $BMY Shares Sold by Hamilton Wealth LLC

Bristol Myers Squibb Company $BMY Shares Sold by Hamilton Wealth LLC

Hamilton Wealth LLC lessened its stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 47.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Hamilton Wealth LLC Takes Position in Schwab US Broad Market ETF $SCHB

Hamilton Wealth LLC Takes Position in Schwab US Broad Market ETF $SCHB

Hamilton Wealth LLC purchased a new position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Mcguire Capital Advisors Inc. Purchases Shares of 2,537 The Goldman Sachs Group, Inc. $GS

Mcguire Capital Advisors Inc. Purchases Shares of 2,537 The Goldman Sachs Group, Inc. $GS

Mcguire Capital Advisors Inc. acquired a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 2,537 shares of the... More of this article »
Image for Imperial Oil Limited (TSE:IMO) Receives Consensus Recommendation of “Strong Sell” from Analysts

Imperial Oil Limited (TSE:IMO) Receives Consensus Recommendation of “Strong Sell” from Analysts

Shares of Imperial Oil Limited (TSE:IMO – Get Free Report) (NYSEMKT:IMO) have been assigned an average rating of “Strong Sell” from the ten ratings firms that are currently covering the stock, MarketBeat.com reports.... More of this article »
Image for Mcguire Capital Advisors Inc. Acquires Shares of 23,684 iShares Silver Trust $SLV

Mcguire Capital Advisors Inc. Acquires Shares of 23,684 iShares Silver Trust $SLV

Mcguire Capital Advisors Inc. bought a new stake in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) during the fourth quarter, HoldingsChannel reports. The firm bought 23,684 shares of the exchange traded fund’s... More of this article »
Image for Van Diest Capital LLC Takes Position in Johnson & Johnson $JNJ

Van Diest Capital LLC Takes Position in Johnson & Johnson $JNJ

Van Diest Capital LLC acquired a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 2,288 shares of the company’s stock, valued... More of this article »