Home » Author Archive

Image for Janney Montgomery Scott LLC Has $31.10 Million Holdings in JPMorgan Ultra-Short Income ETF $JPST

Janney Montgomery Scott LLC Has $31.10 Million Holdings in JPMorgan Ultra-Short Income ETF $JPST

Janney Montgomery Scott LLC decreased its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 34.8% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Chevron Corporation $CVX Stock Holdings Boosted by Patriot Financial Group Insurance Agency LLC

Chevron Corporation $CVX Stock Holdings Boosted by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC grew its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 132.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Image for WMG Financial Advisors LLC Raises Stake in SPDR Gold Shares $GLD

WMG Financial Advisors LLC Raises Stake in SPDR Gold Shares $GLD

WMG Financial Advisors LLC raised its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 54.7% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Bybit Staked SOL Price Up 7% Over Last Week (BBSOL)

Bybit Staked SOL Price Up 7% Over Last Week (BBSOL)

Bybit Staked SOL (BBSOL) traded 0.9% higher against the dollar during the 24 hour period ending at 7:00 AM Eastern on June 30th. Bybit Staked SOL has a total market capitalization of $51.59 million and $806.59 thousand worth of Bybit... More of this article »
Image for BugsCoin (BGSC) Price Tops $0.0007 on Top Exchanges

BugsCoin (BGSC) Price Tops $0.0007 on Top Exchanges

BugsCoin (BGSC) traded up 1.1% against the U.S. dollar during the 24 hour period ending at 7:00 AM ET on June 30th. During the last seven days, BugsCoin has traded up 2.1% against the U.S. dollar. BugsCoin has a market cap of $6.81... More of this article »
Image for Sahara AI Hits 24 Hour Trading Volume of $18.61 Million (SAHARA)

Sahara AI Hits 24 Hour Trading Volume of $18.61 Million (SAHARA)

Sahara AI (SAHARA) traded 1.4% lower against the US dollar during the 1-day period ending at 7:00 AM Eastern on June 30th. Sahara AI has a market cap of $21.75 million and approximately $18.61 million worth of Sahara AI was traded... More of this article »
Image for Doge Killer Price Hits $0.0000  (LEASH)

Doge Killer Price Hits $0.0000 (LEASH)

Doge Killer (LEASH) traded 0.9% higher against the U.S. dollar during the one day period ending at 7:00 AM Eastern on June 30th. Doge Killer has a market cap of $902.85 thousand and $1.74 thousand worth of Doge Killer was traded on... More of this article »
Image for Defi App (HOME) Tops 24-Hour Trading Volume of $15.87 Million

Defi App (HOME) Tops 24-Hour Trading Volume of $15.87 Million

Defi App (HOME) traded down 10.9% against the U.S. dollar during the 24-hour period ending at 7:00 AM ET on June 30th. Over the last seven days, Defi App has traded down 12.3% against the U.S. dollar. One Defi App token can currently... More of this article »
Image for Patriot Financial Group Insurance Agency LLC Acquires 5,274 Shares of iShares Core S&P U.S. Growth ETF $IUSG

Patriot Financial Group Insurance Agency LLC Acquires 5,274 Shares of iShares Core S&P U.S. Growth ETF $IUSG

Patriot Financial Group Insurance Agency LLC grew its holdings in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 100.5% in the 1st quarter, according to the company in its most recent filing with... More of this article »
Image for Certara (NASDAQ:CERT) Updates FY 2026 Earnings Guidance

Certara (NASDAQ:CERT) Updates FY 2026 Earnings Guidance

Certara (NASDAQ:CERT – Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.350-0.410 for the period, compared to the consensus estimate of 0.360. The company... More of this article »
Image for Pathway Financial Advisers LLC Has $984,000 Position in Procter & Gamble Company (The) $PG

Pathway Financial Advisers LLC Has $984,000 Position in Procter & Gamble Company (The) $PG

Pathway Financial Advisers LLC lessened its stake in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 56.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Head-To-Head Review: Eastern Bankshares (NASDAQ:EBC) and Pioneer Bancorp (NASDAQ:PBFS)

Head-To-Head Review: Eastern Bankshares (NASDAQ:EBC) and Pioneer Bancorp (NASDAQ:PBFS)

Pioneer Bancorp (NASDAQ:PBFS – Get Free Report) and Eastern Bankshares (NASDAQ:EBC – Get Free Report) are both finance companies, but which is the better stock? We will compare the two companies based on the strength of... More of this article »
Image for Mayflower Financial Advisors LLC Has $2.12 Million Position in SPDR Gold MiniShares Trust $GLDM

Mayflower Financial Advisors LLC Has $2.12 Million Position in SPDR Gold MiniShares Trust $GLDM

Mayflower Financial Advisors LLC cut its stake in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 48.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Mayflower Financial Advisors LLC Buys 10,814 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

Mayflower Financial Advisors LLC Buys 10,814 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

Mayflower Financial Advisors LLC lifted its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 4.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Ares Capital Corporation $ARCC Shares Acquired by Spinnaker Trust

Ares Capital Corporation $ARCC Shares Acquired by Spinnaker Trust

Spinnaker Trust increased its position in shares of Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 5.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Pathway Financial Advisers LLC Acquires Shares of 4,124 Carpenter Technology Corporation $CRS

Pathway Financial Advisers LLC Acquires Shares of 4,124 Carpenter Technology Corporation $CRS

Pathway Financial Advisers LLC bought a new position in shares of Carpenter Technology Corporation (NYSE:CRS – Free Report) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for Quantinuum (NASDAQ:QNT) Rating Increased to Strong-Buy at Jefferies Financial Group

Quantinuum (NASDAQ:QNT) Rating Increased to Strong-Buy at Jefferies Financial Group

Quantinuum (NASDAQ:QNT – Get Free Report) was upgraded by analysts at Jefferies Financial Group to a “strong-buy” rating in a report issued on Monday,Zacks.com reports. A number of other brokerages have also issued... More of this article »
Image for Sterling Capital Management LLC Sells 5,477 Shares of PulteGroup, Inc. $PHM

Sterling Capital Management LLC Sells 5,477 Shares of PulteGroup, Inc. $PHM

Sterling Capital Management LLC lowered its position in PulteGroup, Inc. (NYSE:PHM – Free Report) by 28.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Pictet Asset Management Holding SA Reduces Stake in Neurocrine Biosciences, Inc. $NBIX

Pictet Asset Management Holding SA Reduces Stake in Neurocrine Biosciences, Inc. $NBIX

Pictet Asset Management Holding SA lowered its stake in Neurocrine Biosciences, Inc. (NASDAQ:NBIX – Free Report) by 22.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Sterling Capital Management LLC Purchases 3,289 Shares of Entegris, Inc. $ENTG

Sterling Capital Management LLC Purchases 3,289 Shares of Entegris, Inc. $ENTG

Sterling Capital Management LLC increased its holdings in shares of Entegris, Inc. (NASDAQ:ENTG – Free Report) by 43.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Sterling Capital Management LLC Sells 10,787 Shares of Vulcan Materials Company $VMC

Sterling Capital Management LLC Sells 10,787 Shares of Vulcan Materials Company $VMC

Sterling Capital Management LLC trimmed its holdings in Vulcan Materials Company (NYSE:VMC – Free Report) by 70.8% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 4,446... More of this article »
Image for Pictet Asset Management Holding SA Buys 43,163 Shares of O’Reilly Automotive, Inc. $ORLY

Pictet Asset Management Holding SA Buys 43,163 Shares of O’Reilly Automotive, Inc. $ORLY

Pictet Asset Management Holding SA boosted its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 5.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund... More of this article »
Image for American Eagle Outfitters, Inc. $AEO Shares Purchased by Hsbc Holdings PLC

American Eagle Outfitters, Inc. $AEO Shares Purchased by Hsbc Holdings PLC

Hsbc Holdings PLC increased its holdings in shares of American Eagle Outfitters, Inc. (NYSE:AEO – Free Report) by 249.4% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 69,941 shares of... More of this article »
Image for 16,547 Shares in The Middleby Corporation $MIDD Bought by Hsbc Holdings PLC

16,547 Shares in The Middleby Corporation $MIDD Bought by Hsbc Holdings PLC

Hsbc Holdings PLC purchased a new stake in The Middleby Corporation (NASDAQ:MIDD – Free Report) in the fourth quarter, HoldingsChannel.com reports. The fund purchased 16,547 shares of the industrial products company’s... More of this article »
Image for Mayflower Financial Advisors LLC Acquires 166,720 Shares of iShares U.S. Treasury Bond ETF $GOVT

Mayflower Financial Advisors LLC Acquires 166,720 Shares of iShares U.S. Treasury Bond ETF $GOVT

Mayflower Financial Advisors LLC boosted its stake in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 1,095.8% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Image for Sterling Capital Management LLC Increases Stock Holdings in Maplebear Inc. $CART

Sterling Capital Management LLC Increases Stock Holdings in Maplebear Inc. $CART

Sterling Capital Management LLC boosted its holdings in shares of Maplebear Inc. (NASDAQ:CART – Free Report) by 280.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for SL Green Realty Corporation (NYSE:SLG) Given Average Recommendation of “Hold” by Brokerages

SL Green Realty Corporation (NYSE:SLG) Given Average Recommendation of “Hold” by Brokerages

SL Green Realty Corporation (NYSE:SLG – Get Free Report) has been assigned a consensus rating of “Hold” from the nineteen brokerages that are presently covering the firm, Marketbeat reports. Two analysts have rated... More of this article »
Image for PIMCO High Income Fund (NYSE:PHK) Sees Significant Growth in Short Interest

PIMCO High Income Fund (NYSE:PHK) Sees Significant Growth in Short Interest

PIMCO High Income Fund (NYSE:PHK – Get Free Report) was the recipient of a large growth in short interest in June. As of June 15th, there was short interest totaling 255,335 shares, a growth of 113.9% from the May 31st total... More of this article »
Image for Short Interest in AGM Group Holdings Inc. (NASDAQ:AGMH) Grows By 111.7%

Short Interest in AGM Group Holdings Inc. (NASDAQ:AGMH) Grows By 111.7%

AGM Group Holdings Inc. (NASDAQ:AGMH – Get Free Report) was the target of a large growth in short interest in the month of June. As of June 15th, there was short interest totaling 67,058 shares, a growth of 111.7% from the May... More of this article »
Image for Short Interest in Franklin FTSE India ETF (NYSEARCA:FLIN) Increases By 111.3%

Short Interest in Franklin FTSE India ETF (NYSEARCA:FLIN) Increases By 111.3%

Franklin FTSE India ETF (NYSEARCA:FLIN – Get Free Report) was the recipient of a large growth in short interest in June. As of June 15th, there was short interest totaling 414,225 shares, a growth of 111.3% from the May 31st... More of this article »
Image for Oversea-Chinese Banking Corporation Limited (OTCMKTS:OVCHY) Short Interest Up 113.4% in June

Oversea-Chinese Banking Corporation Limited (OTCMKTS:OVCHY) Short Interest Up 113.4% in June

Oversea-Chinese Banking Corporation Limited (OTCMKTS:OVCHY – Get Free Report) was the recipient of a large growth in short interest in June. As of June 15th, there was short interest totaling 33,243 shares, a growth of 113.4%... More of this article »
Image for Short Interest in Roundhill Magnificent Seven ETF (BATS:MAGS) Expands By 112.2%

Short Interest in Roundhill Magnificent Seven ETF (BATS:MAGS) Expands By 112.2%

Roundhill Magnificent Seven ETF (BATS:MAGS – Get Free Report) was the recipient of a large growth in short interest in June. As of June 15th, there was short interest totaling 3,522,773 shares, a growth of 112.2% from the May... More of this article »
Image for Pathway Financial Advisers LLC Takes Position in Baker Hughes Company $BKR

Pathway Financial Advisers LLC Takes Position in Baker Hughes Company $BKR

Pathway Financial Advisers LLC purchased a new position in shares of Baker Hughes Company (NASDAQ:BKR – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Spinnaker Trust Increases Holdings in iShares iBonds Dec 2030 Term Corporate ETF $IBDV

Spinnaker Trust Increases Holdings in iShares iBonds Dec 2030 Term Corporate ETF $IBDV

Spinnaker Trust boosted its stake in shares of iShares iBonds Dec 2030 Term Corporate ETF (NYSEARCA:IBDV – Free Report) by 75.6% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for RFG Advisory LLC Invests $500,000 in CBRE Group, Inc. $CBRE

RFG Advisory LLC Invests $500,000 in CBRE Group, Inc. $CBRE

RFG Advisory LLC purchased a new position in shares of CBRE Group, Inc. (NYSE:CBRE – Free Report) in the first quarter, HoldingsChannel.com reports. The fund purchased 3,688 shares of the financial services provider’s... More of this article »
Image for Kestra Private Wealth Services LLC Purchases 5,710 Shares of Arthur J. Gallagher & Co. $AJG

Kestra Private Wealth Services LLC Purchases 5,710 Shares of Arthur J. Gallagher & Co. $AJG

Kestra Private Wealth Services LLC lifted its position in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 252.5% during the 1st quarter, Holdings Channel reports. The firm owned 7,971 shares of the financial... More of this article »
Image for OP Asset Management Ltd Buys Shares of 29,592 IonQ, Inc. $IONQ

OP Asset Management Ltd Buys Shares of 29,592 IonQ, Inc. $IONQ

OP Asset Management Ltd purchased a new stake in shares of IonQ, Inc. (NYSE:IONQ – Free Report) during the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 29,592 shares of the company’s... More of this article »
Image for Alphabet Inc. $GOOGL Shares Acquired by RFG Advisory LLC

Alphabet Inc. $GOOGL Shares Acquired by RFG Advisory LLC

RFG Advisory LLC raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.9% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 74,836 shares... More of this article »
Image for Private Wealth Management Group LLC Has $23.82 Million Holdings in Vanguard Intermediate-Term Treasury ETF $VGIT

Private Wealth Management Group LLC Has $23.82 Million Holdings in Vanguard Intermediate-Term Treasury ETF $VGIT

Private Wealth Management Group LLC boosted its holdings in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 5.0% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 399,966... More of this article »
Image for Moss Adams Wealth Advisors LLC Has $92.32 Million Stock Position in Global X U.S. Infrastructure Development ETF $PAVE

Moss Adams Wealth Advisors LLC Has $92.32 Million Stock Position in Global X U.S. Infrastructure Development ETF $PAVE

Moss Adams Wealth Advisors LLC boosted its holdings in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 3.0% in the first quarter, Holdings Channel.com reports. The institutional investor owned 1,816,958... More of this article »
Image for Moss Adams Wealth Advisors LLC Has $2.30 Million Stock Position in Invesco S&P 500 Equal Weight ETF $RSP

Moss Adams Wealth Advisors LLC Has $2.30 Million Stock Position in Invesco S&P 500 Equal Weight ETF $RSP

Moss Adams Wealth Advisors LLC lessened its stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 75.0% during the first quarter, Holdings Channel.com reports. The firm owned 11,962 shares... More of this article »
Image for Forum Financial Management LP Sells 9,759 Shares of Gilead Sciences, Inc. $GILD

Forum Financial Management LP Sells 9,759 Shares of Gilead Sciences, Inc. $GILD

Forum Financial Management LP reduced its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 58.2% during the 1st quarter, HoldingsChannel reports. The firm owned 7,021 shares of the biopharmaceutical... More of this article »
Image for Dimensional Global Real Estate ETF $DFGR Shares Bought by SJS Investment Consulting Inc.

Dimensional Global Real Estate ETF $DFGR Shares Bought by SJS Investment Consulting Inc.

SJS Investment Consulting Inc. grew its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 10.7% in the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Great-West Lifeco Inc. (OTCMKTS:GWLIF) Given Consensus Rating of “Moderate Buy” by Brokerages

Great-West Lifeco Inc. (OTCMKTS:GWLIF) Given Consensus Rating of “Moderate Buy” by Brokerages

Great-West Lifeco Inc. (OTCMKTS:GWLIF – Get Free Report) has earned an average recommendation of “Moderate Buy” from the eight research firms that are currently covering the company, Marketbeat reports. Three research... More of this article »
Image for American Express Company $AXP Shares Sold by Lansforsakringar Fondforvaltning AB publ

American Express Company $AXP Shares Sold by Lansforsakringar Fondforvaltning AB publ

Lansforsakringar Fondforvaltning AB publ decreased its holdings in American Express Company (NYSE:AXP) by 8.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 331,156... More of this article »
Image for Inspire Investing LLC Sells 16,529 Shares of Interactive Brokers Group, Inc. $IBKR

Inspire Investing LLC Sells 16,529 Shares of Interactive Brokers Group, Inc. $IBKR

Inspire Investing LLC decreased its stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 8.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for NORTHSTAR ASSET MANAGEMENT Co Invests $250,000 in Dell Technologies Inc. $DELL

NORTHSTAR ASSET MANAGEMENT Co Invests $250,000 in Dell Technologies Inc. $DELL

NORTHSTAR ASSET MANAGEMENT Co bought a new position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) during the first quarter, Holdings Channel reports. The fund bought 1,525 shares of the technology company’s... More of this article »
Image for Investment Planning Advisors Inc. Makes New Investment in SPDR S&P Oil & Gas Exploration & Production ETF $XOP

Investment Planning Advisors Inc. Makes New Investment in SPDR S&P Oil & Gas Exploration & Production ETF $XOP

Investment Planning Advisors Inc. acquired a new position in shares of SPDR S&P Oil & Gas Exploration & Production ETF (NYSEARCA:XOP – Free Report) in the 1st quarter, HoldingsChannel reports. The fund acquired... More of this article »
Image for PPSC Investment Service Corp Grows Stock Position in SPDR Gold Shares $GLD

PPSC Investment Service Corp Grows Stock Position in SPDR Gold Shares $GLD

PPSC Investment Service Corp boosted its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 10.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Simmons Bank Has $25.82 Million Stake in Simmons First National Corporation $SFNC

Simmons Bank Has $25.82 Million Stake in Simmons First National Corporation $SFNC

Simmons Bank lessened its holdings in Simmons First National Corporation (NASDAQ:SFNC – Free Report) by 6.3% during the first quarter, HoldingsChannel reports. The firm owned 1,327,365 shares of the bank’s stock after... More of this article »