Home » Author Archive

Image for SCS Capital Management LLC Acquires New Holdings in Chubb Limited $CB

SCS Capital Management LLC Acquires New Holdings in Chubb Limited $CB

SCS Capital Management LLC bought a new stake in Chubb Limited (NYSE:CB – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Critical Contrast: Iren (IRDEY) & Its Competitors

Critical Contrast: Iren (IRDEY) & Its Competitors

Valuation & Earnings This table compares Iren and its peers gross revenue, earnings per share (EPS) and valuation. Gross Revenue Net Income Price/Earnings Ratio Iren N/A N/A 47.49 Iren Competitors $16.27 billion $269.64... More of this article »
Image for Head-To-Head Survey: TechnipFMC (NYSE:FTI) versus Divestco (OTCMKTS:DSVTF)

Head-To-Head Survey: TechnipFMC (NYSE:FTI) versus Divestco (OTCMKTS:DSVTF)

Divestco (OTCMKTS:DSVTF – Get Free Report) and TechnipFMC (NYSE:FTI – Get Free Report) are both energy companies, but which is the better investment? We will compare the two companies based on the strength of their institutional... More of this article »
Image for HBK Sorce Advisory LLC Invests $9.54 Million in RTX Corporation $RTX

HBK Sorce Advisory LLC Invests $9.54 Million in RTX Corporation $RTX

HBK Sorce Advisory LLC bought a new position in shares of RTX Corporation (NYSE:RTX – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 42,897 shares of the company’s... More of this article »
Image for OneDigital Investment Advisors LLC Buys New Holdings in Blackstone Inc. $BX

OneDigital Investment Advisors LLC Buys New Holdings in Blackstone Inc. $BX

OneDigital Investment Advisors LLC purchased a new position in Blackstone Inc. (NYSE:BX – Free Report) during the 2nd quarter, HoldingsChannel reports. The institutional investor purchased 15,256 shares of the asset manager’s... More of this article »
Image for Analyzing Agassi Sports Entertainment (OTCMKTS:AASP) & Semilux International (NASDAQ:SELX)

Analyzing Agassi Sports Entertainment (OTCMKTS:AASP) & Semilux International (NASDAQ:SELX)

Semilux International (NASDAQ:SELX – Get Free Report) and Agassi Sports Entertainment (OTCMKTS:AASP – Get Free Report) are both small-cap industrials companies, but which is the superior business? We will compare the two... More of this article »
Image for 9,313 Shares in MetLife, Inc. $MET Acquired by Simplicity Wealth LLC

9,313 Shares in MetLife, Inc. $MET Acquired by Simplicity Wealth LLC

Simplicity Wealth LLC bought a new position in MetLife, Inc. (NYSE:MET – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Wilkinson Global Asset Management LLC Purchases Shares of 4,200 EOG Resources, Inc. $EOG

Wilkinson Global Asset Management LLC Purchases Shares of 4,200 EOG Resources, Inc. $EOG

Wilkinson Global Asset Management LLC purchased a new position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Simplicity Wealth LLC Takes $1.05 Million Position in Bank of New York Mellon Corporation $BNY

Simplicity Wealth LLC Takes $1.05 Million Position in Bank of New York Mellon Corporation $BNY

Simplicity Wealth LLC bought a new position in shares of Bank of New York Mellon Corporation (NYSE:BNY – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The fund bought 7,263 shares of the bank’s stock,... More of this article »
Image for Financial Contrast: Coca Cola Femsa (NYSE:KOF) and Brown Forman (NYSE:BF.A)

Financial Contrast: Coca Cola Femsa (NYSE:KOF) and Brown Forman (NYSE:BF.A)

Brown Forman (NYSE:BF.A – Get Free Report) and Coca Cola Femsa (NYSE:KOF – Get Free Report) are both large-cap consumer staples companies, but which is the better business? We will compare the two companies based on the... More of this article »
Image for Longfellow Investment Management Co. LLC Invests $8.81 Million in Kraft Heinz Company $KHC

Longfellow Investment Management Co. LLC Invests $8.81 Million in Kraft Heinz Company $KHC

Longfellow Investment Management Co. LLC purchased a new stake in Kraft Heinz Company (NASDAQ:KHC – Free Report) during the 2nd quarter, HoldingsChannel reports. The fund purchased 372,872 shares of the company’s stock,... More of this article »
Image for OneDigital Investment Advisors LLC Raises Stock Holdings in Vanguard S&P 500 Growth ETF $VOOG

OneDigital Investment Advisors LLC Raises Stock Holdings in Vanguard S&P 500 Growth ETF $VOOG

OneDigital Investment Advisors LLC boosted its position in shares of Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) by 504.5% during the second quarter, Holdings Channel.com reports. The fund owned 90,185 shares... More of this article »
Image for Taiyo Yuden Co., Ltd. (OTCMKTS:TYOYY) Short Interest Update

Taiyo Yuden Co., Ltd. (OTCMKTS:TYOYY) Short Interest Update

Taiyo Yuden Co., Ltd. (OTCMKTS:TYOYY – Get Free Report) was the target of a significant growth in short interest in the month of July. As of July 31st, there was short interest totaling 973 shares, a growth of 104.8% from the... More of this article »
Image for Fortinet, Inc. $FTNT Shares Sold by Wealthcare Advisory Partners LLC

Fortinet, Inc. $FTNT Shares Sold by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC lessened its stake in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 69.8% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 2,423 shares of the software... More of this article »
Image for 41,782 Shares in Realty Income Corporation $O Acquired by OMC Financial Services LTD

41,782 Shares in Realty Income Corporation $O Acquired by OMC Financial Services LTD

OMC Financial Services LTD bought a new position in Realty Income Corporation (NYSE:O – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The fund bought 41,782 shares of... More of this article »
Image for Lynch Asset Management Inc. Buys New Position in Chipotle Mexican Grill, Inc. $CMG

Lynch Asset Management Inc. Buys New Position in Chipotle Mexican Grill, Inc. $CMG

Lynch Asset Management Inc. purchased a new position in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Simplicity Wealth LLC Invests $2.01 Million in Palo Alto Networks, Inc. $PANW

Simplicity Wealth LLC Invests $2.01 Million in Palo Alto Networks, Inc. $PANW

Simplicity Wealth LLC purchased a new stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) in the second quarter, HoldingsChannel reports. The institutional investor purchased 5,897 shares of the network... More of this article »
Image for Wealth Effects LLC Acquires Shares of 1,475 MercadoLibre, Inc. $MELI

Wealth Effects LLC Acquires Shares of 1,475 MercadoLibre, Inc. $MELI

Wealth Effects LLC bought a new position in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) during the second quarter, HoldingsChannel reports. The institutional investor bought 1,475 shares of the company’s... More of this article »
Image for Longfellow Investment Management Co. LLC Invests $1.42 Million in T-Mobile US, Inc. $TMUS

Longfellow Investment Management Co. LLC Invests $1.42 Million in T-Mobile US, Inc. $TMUS

Longfellow Investment Management Co. LLC purchased a new stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Welch Group LLC Buys 6,295 Shares of PepsiCo, Inc. $PEP

Welch Group LLC Buys 6,295 Shares of PepsiCo, Inc. $PEP

Welch Group LLC grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 346,274 shares of the... More of this article »
Image for Persistent Asset Partners Ltd Takes $575,000 Position in Invesco S&P 500 Low Volatility ETF $SPLV

Persistent Asset Partners Ltd Takes $575,000 Position in Invesco S&P 500 Low Volatility ETF $SPLV

Persistent Asset Partners Ltd purchased a new position in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) during the second quarter, according to the company in its most recent filing with the... More of this article »
Image for Western Wealth Management LLC Increases Holdings in Apple Inc. $AAPL

Western Wealth Management LLC Increases Holdings in Apple Inc. $AAPL

Western Wealth Management LLC raised its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 32.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 348,678 shares... More of this article »
Image for Monaco Asset Management SAM Makes New $2.12 Million Investment in The Mosaic Company $MOS

Monaco Asset Management SAM Makes New $2.12 Million Investment in The Mosaic Company $MOS

Monaco Asset Management SAM acquired a new stake in shares of The Mosaic Company (NYSE:MOS – Free Report) in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 100,000 shares of the basic... More of this article »
Image for Stryker Corporation $SYK Shares Sold by Peachtree Investment Partners LLC

Stryker Corporation $SYK Shares Sold by Peachtree Investment Partners LLC

Peachtree Investment Partners LLC lessened its position in Stryker Corporation (NYSE:SYK – Free Report) by 39.4% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Tulsa Wealth Advisors INC Buys Shares of 7,843 Edwards Lifesciences Corporation $EW

Tulsa Wealth Advisors INC Buys Shares of 7,843 Edwards Lifesciences Corporation $EW

Tulsa Wealth Advisors INC bought a new position in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Sharplink Gaming Inc. (NASDAQ:SBET) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Sharplink Gaming Inc. (NASDAQ:SBET) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Shares of Sharplink Gaming Inc. (NASDAQ:SBET – Get Free Report) have earned an average recommendation of “Moderate Buy” from the eleven ratings firms that are presently covering the stock, Marketbeat Ratings reports.... More of this article »
Image for 13,690 Shares in Tower Semiconductor Ltd. $TSEM Acquired by Plato Investment Management Ltd

13,690 Shares in Tower Semiconductor Ltd. $TSEM Acquired by Plato Investment Management Ltd

Plato Investment Management Ltd purchased a new stake in Tower Semiconductor Ltd. (NASDAQ:TSEM – Free Report) in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Marvell Technology, Inc. $MRVL Shares Sold by Marco Investment Management LLC

Marvell Technology, Inc. $MRVL Shares Sold by Marco Investment Management LLC

Marco Investment Management LLC lowered its stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 12.7% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Roman Butler Fullerton & Co. Acquires New Shares in General Dynamics Corporation $GD

Roman Butler Fullerton & Co. Acquires New Shares in General Dynamics Corporation $GD

Roman Butler Fullerton & Co. acquired a new position in General Dynamics Corporation (NYSE:GD – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for OMC Financial Services LTD Makes New $919,000 Investment in General Dynamics Corporation $GD

OMC Financial Services LTD Makes New $919,000 Investment in General Dynamics Corporation $GD

OMC Financial Services LTD acquired a new stake in General Dynamics Corporation (NYSE:GD – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Vanguard S&P 500 ETF $VOO is Primoris Wealth Advisors LLC’s 6th Largest Position

Vanguard S&P 500 ETF $VOO is Primoris Wealth Advisors LLC’s 6th Largest Position

Primoris Wealth Advisors LLC increased its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 15.1% in the 2nd quarter, Holdings Channel.com reports. The firm owned 15,330 shares of the company’s... More of this article »
Image for Tesla, Inc. $TSLA Shares Sold by Union Bancaire Privee UBP SA

Tesla, Inc. $TSLA Shares Sold by Union Bancaire Privee UBP SA

Union Bancaire Privee UBP SA lessened its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 18.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for GSA Capital Partners LLP Takes Position in ACADIA Pharmaceuticals Inc. $ACAD

GSA Capital Partners LLP Takes Position in ACADIA Pharmaceuticals Inc. $ACAD

GSA Capital Partners LLP bought a new stake in shares of ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for GSA Capital Partners LLP Buys Shares of 44,466 Edgewise Therapeutics, Inc. $EWTX

GSA Capital Partners LLP Buys Shares of 44,466 Edgewise Therapeutics, Inc. $EWTX

GSA Capital Partners LLP purchased a new position in Edgewise Therapeutics, Inc. (NASDAQ:EWTX – Free Report) during the second quarter, HoldingsChannel.com reports. The fund purchased 44,466 shares of the company’s stock,... More of this article »
Image for Sequoia Financial Advisors LLC Decreases Stock Position in Lam Research Corporation $LRCX

Sequoia Financial Advisors LLC Decreases Stock Position in Lam Research Corporation $LRCX

Sequoia Financial Advisors LLC trimmed its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 4.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for GSA Capital Partners LLP Acquires 5,056 Shares of Cigna Group $CI

GSA Capital Partners LLP Acquires 5,056 Shares of Cigna Group $CI

GSA Capital Partners LLP grew its holdings in shares of Cigna Group (NYSE:CI – Free Report) by 311.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Visa Foundation Takes Position in iShares CMBS ETF $CMBS

Visa Foundation Takes Position in iShares CMBS ETF $CMBS

Visa Foundation purchased a new position in shares of iShares CMBS ETF (NYSEARCA:CMBS – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Old West Investment Management LLC Takes Position in The Mosaic Company $MOS

Old West Investment Management LLC Takes Position in The Mosaic Company $MOS

Old West Investment Management LLC acquired a new stake in The Mosaic Company (NYSE:MOS – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 84,786 shares of... More of this article »
Image for Longfellow Investment Management Co. LLC Acquires Shares of 14,965 Otis Worldwide Corporation $OTIS

Longfellow Investment Management Co. LLC Acquires Shares of 14,965 Otis Worldwide Corporation $OTIS

Longfellow Investment Management Co. LLC bought a new stake in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) in the second quarter, HoldingsChannel reports. The institutional investor bought 14,965 shares of... More of this article »
Image for Short Interest in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) Decreases By 49.2%

Short Interest in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF) Decreases By 49.2%

iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Get Free Report) was the recipient of a large drop in short interest in the month of July. As of July 31st, there was short interest totaling 50,644 shares, a drop of 49.2% from... More of this article »
Image for Insider Selling: CoreCivic (NYSE:CXW) Director Sells $98,070.00 in Stock

Insider Selling: CoreCivic (NYSE:CXW) Director Sells $98,070.00 in Stock

CoreCivic, Inc. (NYSE:CXW – Get Free Report) Director Harley Lappin sold 3,000 shares of the company’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $32.69, for a total value... More of this article »
Image for Nippon Life Global Investors Americas Inc. Invests $1.37 Million in The Sherwin-Williams Company $SHW

Nippon Life Global Investors Americas Inc. Invests $1.37 Million in The Sherwin-Williams Company $SHW

Nippon Life Global Investors Americas Inc. acquired a new position in The Sherwin-Williams Company (NYSE:SHW – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Nippon Life Global Investors Americas Inc. Buys 4,170 Shares of Targa Resources, Inc. $TRGP

Nippon Life Global Investors Americas Inc. Buys 4,170 Shares of Targa Resources, Inc. $TRGP

Nippon Life Global Investors Americas Inc. raised its stake in Targa Resources, Inc. (NYSE:TRGP – Free Report) by 39.4% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for SCS Capital Management LLC Makes New $2.32 Million Investment in Fortinet, Inc. $FTNT

SCS Capital Management LLC Makes New $2.32 Million Investment in Fortinet, Inc. $FTNT

SCS Capital Management LLC purchased a new position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for 10,792 Shares in Sanmina Corporation $SANM Bought by Horizon Investment Services LLC

10,792 Shares in Sanmina Corporation $SANM Bought by Horizon Investment Services LLC

Horizon Investment Services LLC bought a new stake in Sanmina Corporation (NASDAQ:SANM – Free Report) during the second quarter, according to its most recent filing with the SEC. The firm bought 10,792 shares of the electronics... More of this article »
Image for Equillium, Inc. (NASDAQ:EQ) Receives Average Recommendation of “Moderate Buy” from Brokerages

Equillium, Inc. (NASDAQ:EQ) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of Equillium, Inc. (NASDAQ:EQ – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the eleven ratings firms that are currently covering the stock, Marketbeat reports. One investment... More of this article »
Image for Diamond Hill Capital Management LLC Investment Advisor Invests $268.86 Million in Diamondback Energy, Inc. $FANG

Diamond Hill Capital Management LLC Investment Advisor Invests $268.86 Million in Diamondback Energy, Inc. $FANG

Diamond Hill Capital Management LLC Investment Advisor purchased a new position in shares of Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) during the second quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Flputnam Investment Management Co. Purchases Shares of 24,764 Jabil, Inc. $JBL

Flputnam Investment Management Co. Purchases Shares of 24,764 Jabil, Inc. $JBL

Flputnam Investment Management Co. purchased a new position in Jabil, Inc. (NYSE:JBL – Free Report) in the 2nd quarter, Holdings Channel.com reports. The fund purchased 24,764 shares of the technology company’s stock,... More of this article »
Image for Oppenheimer Asset Management Inc. Purchases New Position in Pathward Financial, Inc. $CASH

Oppenheimer Asset Management Inc. Purchases New Position in Pathward Financial, Inc. $CASH

Oppenheimer Asset Management Inc. purchased a new stake in Pathward Financial, Inc. (NASDAQ:CASH – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Oppenheimer Asset Management Inc. Invests $1.50 Million in Teradyne, Inc. $TER

Oppenheimer Asset Management Inc. Invests $1.50 Million in Teradyne, Inc. $TER

Oppenheimer Asset Management Inc. purchased a new stake in Teradyne, Inc. (NASDAQ:TER – Free Report) in the second quarter, Holdings Channel reports. The firm purchased 3,097 shares of the company’s stock, valued at approximately... More of this article »