Home » Author Archive
The Goldman Sachs Group, Inc. $GS Shares Purchased by Sax Wealth Advisors LLC
Sax Wealth Advisors LLC boosted its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 1.6% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 1,353 shares of the investment... More of this article »
Serve Robotics’ (SERV) “Sell (D-)” Rating Reaffirmed at Weiss Ratings
Serve Robotics (NASDAQ:SERV – Get Free Report)‘s stock had its “sell (d-)” rating reaffirmed by investment analysts at Weiss Ratings in a report issued on Wednesday,Weiss Ratings reports. SERV has been the topic... More of this article »
Cadence Design Systems, Inc. $CDNS Shares Acquired by E Fund Management Hong Kong Co. Ltd.
E Fund Management Hong Kong Co. Ltd. lifted its holdings in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 41.1% during the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
E Fund Management Hong Kong Co. Ltd. Makes New $76,000 Investment in Reddit Inc. $RDDT
E Fund Management Hong Kong Co. Ltd. bought a new position in shares of Reddit Inc. (NYSE:RDDT – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The fund bought 506 shares of the company’s stock, valued at... More of this article »
Copperwynd Financial LLC Reduces Position in Caterpillar Inc. $CAT
Copperwynd Financial LLC lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 26.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Vanguard FTSE Developed Markets ETF $VEA Stock Position Cut by Copperwynd Financial LLC
Copperwynd Financial LLC lessened its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 17.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 382,216 shares of the company’s... More of this article »
Weiss Ratings Reiterates “Hold (C)” Rating for Mid-America Apartment Communities (NYSE:MAA)
Mid-America Apartment Communities (NYSE:MAA – Get Free Report)‘s stock had its “hold (c)” rating reissued by equities researchers at Weiss Ratings in a research report issued on Wednesday,Weiss Ratings reports. MAA... More of this article »
Eagle Strategies LLC Sells 9,563 Shares of Snowflake Inc. $SNOW
Eagle Strategies LLC cut its holdings in Snowflake Inc. (NYSE:SNOW – Free Report) by 74.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,360... More of this article »
Eagle Strategies LLC Acquires 122 Shares of Vanguard Large-Cap ETF $VV
Eagle Strategies LLC boosted its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 2.2% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Kingswood Wealth Advisors LLC Boosts Position in Nuveen ESG Large-Cap Value ETF $NULV
Kingswood Wealth Advisors LLC boosted its position in shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 14.1% in the second quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Kingswood Wealth Advisors LLC Decreases Stock Holdings in iShares Silver Trust $SLV
Kingswood Wealth Advisors LLC trimmed its holdings in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 73.4% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Prime Capital Investment Advisors LLC Has $1.58 Million Stake in The Sherwin-Williams Company $SHW
Prime Capital Investment Advisors LLC decreased its position in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 9.2% during the 2nd quarter, according to the company in its most recent 13F filing with the... More of this article »
Clear Creek Financial Management LLC Cuts Position in Simplify Managed Futures Strategy ETF $CTA
Clear Creek Financial Management LLC lessened its position in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) by 62.4% in the 2nd quarter, according to its most recent 13F filing with the Securities... More of this article »
Clear Creek Financial Management LLC Has $7.59 Million Stock Holdings in First Trust Senior Loan ETF $FTSL
Clear Creek Financial Management LLC grew its stake in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 6.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Valmark Advisers Inc. Acquires New Holdings in PGIM Ultra Short Bond ETF $PULS
Valmark Advisers Inc. bought a new stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 48,015 shares... More of this article »
Castle Rock Wealth Management LLC Sells 419 Shares of Advanced Micro Devices, Inc. $AMD
Castle Rock Wealth Management LLC lessened its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 11.2% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 3,315 shares of the semiconductor... More of this article »
Merck & Co., Inc. $MRK Shares Sold by Valmark Advisers Inc.
Valmark Advisers Inc. lowered its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Valmark Advisers Inc. Grows Stock Holdings in Fidelity Corporate Bond ETF $FCOR
Valmark Advisers Inc. raised its position in shares of Fidelity Corporate Bond ETF (NYSEARCA:FCOR – Free Report) by 4.5% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Tectonic Advisors LLC Invests $1.73 Million in Brunswick Corporation $BC
Tectonic Advisors LLC acquired a new position in Brunswick Corporation (NYSE:BC – Free Report) in the second quarter, HoldingsChannel.com reports. The institutional investor acquired 31,395 shares of the company’s stock,... More of this article »
Fulton Breakefield Broenniman LLC Sells 878 Shares of SPDR Bloomberg Convertible Securities ETF $CWB
Fulton Breakefield Broenniman LLC lowered its position in shares of SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) by 10.5% during the second quarter, HoldingsChannel reports. The fund owned 7,505 shares... More of this article »
iShares Short Treasury Bond ETF $SHV is Mullooly Asset Management Inc.’s 5th Largest Position
Mullooly Asset Management Inc. cut its holdings in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 4.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Tectonic Advisors LLC Has $11.36 Million Stake in Hercules Capital, Inc. $HTGC
Tectonic Advisors LLC boosted its position in Hercules Capital, Inc. (NYSE:HTGC – Free Report) by 16.9% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 621,562 shares of the financial... More of this article »
Short Interest in NexPoint Residential Trust, Inc. (NYSE:NXRT) Increases By 49.2%
NexPoint Residential Trust, Inc. (NYSE:NXRT – Get Free Report) saw a significant increase in short interest in the month of September. As of September 15th, there was short interest totaling 674,900 shares, an increase of 49.2%... More of this article »
SurgePays (NASDAQ:SURG) Shares Pass Above 200 Day Moving Average – What’s Next?
SurgePays, Inc. (NASDAQ:SURG – Get Free Report)’s share price passed above its 200-day moving average during trading on Wednesday . The stock has a 200-day moving average of $2.76 and traded as high as $2.90. SurgePays... More of this article »
Regency Centers’ (REG) “Buy (B-)” Rating Reaffirmed at Weiss Ratings
Regency Centers (NASDAQ:REG – Get Free Report)‘s stock had its “buy (b-)” rating reissued by equities research analysts at Weiss Ratings in a research report issued on Wednesday,Weiss Ratings reports. REG has... More of this article »
Exxon Mobil Corporation $XOM Holdings Trimmed by Belpointe Asset Management LLC
Belpointe Asset Management LLC lowered its position in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 2.9% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Confluence Wealth Services Inc. Has $5.47 Million Stock Position in Alphabet Inc. $GOOG
Confluence Wealth Services Inc. grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.9% during the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Valley National Advisers Inc. Has $532,000 Stake in Alphabet Inc. $GOOG
Valley National Advisers Inc. decreased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.1% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Headland Capital LLC Purchases 51 Shares of Visa Inc. $V
Headland Capital LLC lifted its stake in shares of Visa Inc. (NYSE:V – Free Report) by 6.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 849 shares... More of this article »
Exxon Mobil Corporation $XOM Stock Holdings Increased by Euro Pacific Asset Management LLC
Euro Pacific Asset Management LLC lifted its position in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 9.5% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Columbus Macro LLC Has $7.10 Million Position in Annaly Capital Management Inc $NLY
Columbus Macro LLC grew its position in Annaly Capital Management Inc (NYSE:NLY – Free Report) by 11.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
PepsiCo, Inc. $PEP Holdings Decreased by InTrack Investment Management Inc
InTrack Investment Management Inc reduced its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 38.1% during the second quarter, Holdings Channel.com reports. The firm owned 1,902 shares of the company’s stock... More of this article »
SpringVest Wealth Management LLC Has $3.08 Million Holdings in Dimensional US Core Equity Market ETF $DFAU
SpringVest Wealth Management LLC reduced its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 23.3% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 72,751 shares... More of this article »
REAP Financial Group LLC Acquires 219 Shares of Republic Services, Inc. $RSG
REAP Financial Group LLC raised its holdings in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 171.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Twilio Inc. $TWLO Shares Bought by REAP Financial Group LLC
REAP Financial Group LLC grew its holdings in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 84.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 503 shares of the technology... More of this article »
REAP Financial Group LLC Has $73,000 Stock Position in Cadence Design Systems, Inc. $CDNS
REAP Financial Group LLC raised its position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 157.6% in the 2nd quarter, Holdings Channel reports. The firm owned 237 shares of the software maker’s... More of this article »
REAP Financial Group LLC Acquires 151 Shares of Capital One Financial Corporation $COF
REAP Financial Group LLC increased its holdings in shares of Capital One Financial Corporation (NYSE:COF) by 98.7% during the 2nd quarter, HoldingsChannel reports. The firm owned 304 shares of the financial services provider’s... More of this article »
REAP Financial Group LLC Has $70,000 Stake in Truist Financial Corporation $TFC
REAP Financial Group LLC raised its stake in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 206.8% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 1,632 shares... More of this article »
Motorola Solutions, Inc. $MSI Shares Sold by Louisiana State Employees Retirement System
Louisiana State Employees Retirement System lessened its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 2.2% during the second quarter, according to its most recent disclosure with the Securities... More of this article »
Argan (NYSE:AGX) Director Cynthia Flanders Sells 15,000 Shares
Argan, Inc. (NYSE:AGX – Get Free Report) Director Cynthia Flanders sold 15,000 shares of the company’s stock in a transaction dated Wednesday, October 8th. The shares were sold at an average price of $271.96, for a total... More of this article »
FBS Global (NASDAQ:FBGL) Stock Price Up 1.5% – Should You Buy?
Shares of FBS Global Limited (NASDAQ:FBGL – Get Free Report) traded up 1.5% on Wednesday . The stock traded as high as $0.75 and last traded at $0.73. 40,136 shares traded hands during mid-day trading, a decline of 94% from the... More of this article »
Sanjay Mehrotra Sells 5,137 Shares of Micron Technology (NASDAQ:MU) Stock
Micron Technology, Inc. (NASDAQ:MU – Get Free Report) CEO Sanjay Mehrotra sold 5,137 shares of the firm’s stock in a transaction that occurred on Friday, October 3rd. The shares were sold at an average price of $190.51,... More of this article »
Alkane Resources (ASX:ALK) Insider Ian Gandel Sells 24,000,000 Shares
Alkane Resources Limited (ASX:ALK – Get Free Report) insider Ian Gandel sold 24,000,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 1st. The stock was sold at an average price of... More of this article »
Venturi Wealth Management LLC Reduces Stock Position in Amdocs Limited $DOX
Venturi Wealth Management LLC cut its holdings in shares of Amdocs Limited (NASDAQ:DOX – Free Report) by 12.5% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Venturi Wealth Management LLC Sells 8,464 Shares of TotalEnergies SE Sponsored ADR $TTE
Venturi Wealth Management LLC reduced its position in shares of TotalEnergies SE Sponsored ADR (NYSE:TTE – Free Report) by 31.4% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 18,499 shares of the company’s... More of this article »
Vontobel Holding Ltd. Has $34.05 Million Stock Holdings in Universal Display Corporation $OLED
Vontobel Holding Ltd. boosted its holdings in Universal Display Corporation (NASDAQ:OLED – Free Report) by 36.4% during the second quarter, HoldingsChannel.com reports. The fund owned 220,466 shares of the semiconductor company’s... More of this article »
nVent Electric PLC $NVT Shares Acquired by Vontobel Holding Ltd.
Vontobel Holding Ltd. grew its stake in nVent Electric PLC (NYSE:NVT – Free Report) by 19.6% in the second quarter, Holdings Channel reports. The fund owned 531,855 shares of the company’s stock after purchasing an additional... More of this article »
Citizens Financial Group, Inc. $CFG Stock Position Lifted by Shell Asset Management Co.
Shell Asset Management Co. lifted its holdings in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 117.3% in the 2nd quarter, HoldingsChannel reports. The firm owned 53,137 shares of the bank’s stock after purchasing... More of this article »