Home » Author Archive

Image for BorgWarner Inc. $BWA Shares Sold by Osborne Partners Capital Management LLC

BorgWarner Inc. $BWA Shares Sold by Osborne Partners Capital Management LLC

Osborne Partners Capital Management LLC decreased its position in shares of BorgWarner Inc. (NYSE:BWA – Free Report) by 4.6% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 348,616... More of this article »
Image for Leelyn Smith LLC Acquires Shares of 5,000 Vicor Corporation $VICR

Leelyn Smith LLC Acquires Shares of 5,000 Vicor Corporation $VICR

Leelyn Smith LLC bought a new position in Vicor Corporation (NASDAQ:VICR – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for BlackRock MuniHoldings Fund, Inc. $MHD is Rareview Capital LLC’s 6th Largest Position

BlackRock MuniHoldings Fund, Inc. $MHD is Rareview Capital LLC’s 6th Largest Position

Rareview Capital LLC boosted its holdings in shares of BlackRock MuniHoldings Fund, Inc. (NYSE:MHD – Free Report) by 52.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Oklo Inc. $OKLO Shares Bought by Fideuram Intesa Sanpaolo Private Banking S.P.A.

Oklo Inc. $OKLO Shares Bought by Fideuram Intesa Sanpaolo Private Banking S.P.A.

Fideuram Intesa Sanpaolo Private Banking S.P.A. grew its position in shares of Oklo Inc. (NYSE:OKLO – Free Report) by 9,924.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for General Motors Company $GM Shares Purchased by PFG Investments LLC

General Motors Company $GM Shares Purchased by PFG Investments LLC

PFG Investments LLC raised its holdings in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 285.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Leelyn Smith LLC Has $48.69 Million Position in Schwab US Dividend Equity ETF $SCHD

Leelyn Smith LLC Has $48.69 Million Position in Schwab US Dividend Equity ETF $SCHD

Leelyn Smith LLC boosted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 2.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for PFG Investments LLC Buys 3,243 Shares of SPDR S&P Dividend ETF $SDY

PFG Investments LLC Buys 3,243 Shares of SPDR S&P Dividend ETF $SDY

PFG Investments LLC grew its stake in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 15.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for SevenBridge Financial Group LLC Sells 1,619 Shares of JPMorgan Chase & Co. $JPM

SevenBridge Financial Group LLC Sells 1,619 Shares of JPMorgan Chase & Co. $JPM

SevenBridge Financial Group LLC cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.9% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 40,115 shares of the financial services... More of this article »
Image for Keybank National Association OH Has $12.05 Million Stake in Altria Group, Inc. $MO

Keybank National Association OH Has $12.05 Million Stake in Altria Group, Inc. $MO

Keybank National Association OH increased its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 25.1% in the 1st quarter, HoldingsChannel.com reports. The fund owned 182,682 shares of the company’s stock after purchasing... More of this article »
Image for TCI Wealth Advisors Inc. Decreases Stake in Avantis Emerging Markets Equity ETF $AVEM

TCI Wealth Advisors Inc. Decreases Stake in Avantis Emerging Markets Equity ETF $AVEM

TCI Wealth Advisors Inc. lessened its holdings in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 3.6% in the first quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Image for TCI Wealth Advisors Inc. Has $48.03 Million Stock Holdings in Dimensional International Small Cap ETF $DFIS

TCI Wealth Advisors Inc. Has $48.03 Million Stock Holdings in Dimensional International Small Cap ETF $DFIS

TCI Wealth Advisors Inc. decreased its stake in Dimensional International Small Cap ETF (BATS:DFIS – Free Report) by 1.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Simplify Asset Management Inc. Invests $612,000 in Palisade Bio, Inc. $PALI

Simplify Asset Management Inc. Invests $612,000 in Palisade Bio, Inc. $PALI

Simplify Asset Management Inc. purchased a new stake in Palisade Bio, Inc. (NASDAQ:PALI – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased... More of this article »
Image for 234,279 Shares in Aquestive Therapeutics, Inc. $AQST Purchased by Simplify Asset Management Inc.

234,279 Shares in Aquestive Therapeutics, Inc. $AQST Purchased by Simplify Asset Management Inc.

Simplify Asset Management Inc. purchased a new stake in Aquestive Therapeutics, Inc. (NASDAQ:AQST – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Image for Simplify Asset Management Inc. Makes New $955,000 Investment in Vor Biopharma Inc. $VOR

Simplify Asset Management Inc. Makes New $955,000 Investment in Vor Biopharma Inc. $VOR

Simplify Asset Management Inc. bought a new stake in Vor Biopharma Inc. (NASDAQ:VOR – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 53,510... More of this article »
Image for Louisiana State Employees Retirement System Purchases Shares of 36,000 CarGurus, Inc. $CARG

Louisiana State Employees Retirement System Purchases Shares of 36,000 CarGurus, Inc. $CARG

Louisiana State Employees Retirement System acquired a new position in shares of CarGurus, Inc. (NASDAQ:CARG – Free Report) during the first quarter, HoldingsChannel reports. The institutional investor acquired 36,000 shares... More of this article »
Image for Brokerages Set BP p.l.c. (NYSE:BP) Target Price at $46.14

Brokerages Set BP p.l.c. (NYSE:BP) Target Price at $46.14

Shares of BP p.l.c. (NYSE:BP – Get Free Report) have received an average rating of “Moderate Buy” from the twenty-four research firms that are presently covering the stock, MarketBeat Ratings reports. Three equities... More of this article »
Image for SG Americas Securities LLC Sells 46,193 Shares of Prestige Consumer Healthcare Inc. $PBH

SG Americas Securities LLC Sells 46,193 Shares of Prestige Consumer Healthcare Inc. $PBH

SG Americas Securities LLC decreased its stake in Prestige Consumer Healthcare Inc. (NYSE:PBH – Free Report) by 69.6% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 20,132 shares of the company’s... More of this article »
Image for Orchid Island Capital, Inc. $ORC Shares Acquired by SG Americas Securities LLC

Orchid Island Capital, Inc. $ORC Shares Acquired by SG Americas Securities LLC

SG Americas Securities LLC boosted its position in Orchid Island Capital, Inc. (NYSE:ORC – Free Report) by 133.6% in the 1st quarter, HoldingsChannel.com reports. The firm owned 179,209 shares of the real estate investment trust’s... More of this article »
Image for Rockefeller Capital Management L.P. Buys 5,046 Shares of SPDR S&P 600 Small Cap Growth ETF $SLYG

Rockefeller Capital Management L.P. Buys 5,046 Shares of SPDR S&P 600 Small Cap Growth ETF $SLYG

Rockefeller Capital Management L.P. raised its stake in shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Free Report) by 172.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Image for SG Americas Securities LLC Acquires 49,465 Shares of Independence Realty Trust, Inc. $IRT

SG Americas Securities LLC Acquires 49,465 Shares of Independence Realty Trust, Inc. $IRT

SG Americas Securities LLC grew its holdings in shares of Independence Realty Trust, Inc. (NYSE:IRT – Free Report) by 111.5% in the first quarter, HoldingsChannel reports. The fund owned 93,832 shares of the real estate investment... More of this article »
Image for SG Americas Securities LLC Invests $1.47 Million in Nokia Corporation $NOK

SG Americas Securities LLC Invests $1.47 Million in Nokia Corporation $NOK

SG Americas Securities LLC bought a new stake in Nokia Corporation (NYSE:NOK – Free Report) in the 1st quarter, Holdings Channel.com reports. The firm bought 182,434 shares of the technology company’s stock, valued at... More of this article »
Image for Innovator U.S. Equity Ultra Buffer ETF – February $UFEB Holdings Decreased by Evolution Wealth Management Inc.

Innovator U.S. Equity Ultra Buffer ETF – February $UFEB Holdings Decreased by Evolution Wealth Management Inc.

Evolution Wealth Management Inc. reduced its position in shares of Innovator U.S. Equity Ultra Buffer ETF – February (BATS:UFEB – Free Report) by 86.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned... More of this article »
Image for Rep. Daniel Meuser Buys SpaceX (NASDAQ:SPCX) Stock

Rep. Daniel Meuser Buys SpaceX (NASDAQ:SPCX) Stock

Representative Daniel Meuser (Republican-Pennsylvania) recently bought shares of SpaceX (NASDAQ:SPCX). In a filing disclosed on July 02nd, the Representative disclosed that they had bought between $15,001 and $50,000 in SpaceX stock... More of this article »
Image for Insider Selling: Pharvaris (NASDAQ:PHVS) Director Sells $241,424.40 in Stock

Insider Selling: Pharvaris (NASDAQ:PHVS) Director Sells $241,424.40 in Stock

Pharvaris N.V. (NASDAQ:PHVS – Get Free Report) Director Johannes Gerardus Chri Schikan sold 6,888 shares of the firm’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $35.05,... More of this article »
Image for Adial Pharmaceuticals (NASDAQ:ADIL) Major Shareholder Purchases $65,000.00 in Stock

Adial Pharmaceuticals (NASDAQ:ADIL) Major Shareholder Purchases $65,000.00 in Stock

Adial Pharmaceuticals, Inc. (NASDAQ:ADIL – Get Free Report) major shareholder Coastlands Capital Lp acquired 25,000 shares of the company’s stock in a transaction that occurred on Monday, June 29th. The shares were acquired... More of this article »
Image for Microsoft Corporation $MSFT is Generali Investments Towarzystwo Funduszy Inwestycyjnych’s Largest Position

Microsoft Corporation $MSFT is Generali Investments Towarzystwo Funduszy Inwestycyjnych’s Largest Position

Generali Investments Towarzystwo Funduszy Inwestycyjnych boosted its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 22.9% during the 1st quarter, according to the company in its most recent disclosure with... More of this article »
Image for Vanguard S&P 500 ETF $VOO Shares Purchased by Hsbc Holdings PLC

Vanguard S&P 500 ETF $VOO Shares Purchased by Hsbc Holdings PLC

Hsbc Holdings PLC boosted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 10.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for PAX Financial Group LLC Purchases 5,683 Shares of iShares MSCI USA Momentum Factor ETF $MTUM

PAX Financial Group LLC Purchases 5,683 Shares of iShares MSCI USA Momentum Factor ETF $MTUM

PAX Financial Group LLC increased its position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 14.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Expand Energy Corporation $EXE Stock Holdings Lifted by Elevation Point Wealth Partners LLC

Expand Energy Corporation $EXE Stock Holdings Lifted by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC increased its position in Expand Energy Corporation (NASDAQ:EXE – Free Report) by 750.1% in the first quarter, HoldingsChannel reports. The firm owned 32,473 shares of the company’s... More of this article »
Image for Robinhood Ventures Fund I (NYSE:RVI) Short Interest Update

Robinhood Ventures Fund I (NYSE:RVI) Short Interest Update

Robinhood Ventures Fund I (NYSE:RVI – Get Free Report) saw a large growth in short interest in June. As of June 15th, there was short interest totaling 585,067 shares, a growth of 72.0% from the May 31st total of 340,166 shares.... More of this article »
Image for Private Advisor Group LLC Has $30.47 Million Stake in GE Aerospace $GE

Private Advisor Group LLC Has $30.47 Million Stake in GE Aerospace $GE

Private Advisor Group LLC reduced its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 8.8% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 107,384 shares of... More of this article »
Image for Fidelity High Dividend ETF $FDVV Shares Acquired by Private Advisor Group LLC

Fidelity High Dividend ETF $FDVV Shares Acquired by Private Advisor Group LLC

Private Advisor Group LLC boosted its position in Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 20.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Monte Rosa Therapeutics (NASDAQ:GLUE) Insider Sells $132,471.50 in Stock

Monte Rosa Therapeutics (NASDAQ:GLUE) Insider Sells $132,471.50 in Stock

Monte Rosa Therapeutics, Inc. (NASDAQ:GLUE – Get Free Report) insider Filip Janku sold 5,407 shares of the stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $24.50, for a total value of... More of this article »
Image for Private Advisor Group LLC Has $19.82 Million Stake in JPMorgan Income ETF $JPIE

Private Advisor Group LLC Has $19.82 Million Stake in JPMorgan Income ETF $JPIE

Private Advisor Group LLC raised its stake in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 12.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for United Rentals, Inc. $URI Shares Sold by New York State Teachers Retirement System

United Rentals, Inc. $URI Shares Sold by New York State Teachers Retirement System

New York State Teachers Retirement System trimmed its holdings in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 0.8% in the first quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Sierra Summit Advisors LLC Acquires Shares of 34,314 National Vision Holdings, Inc. $EYE

Sierra Summit Advisors LLC Acquires Shares of 34,314 National Vision Holdings, Inc. $EYE

Sierra Summit Advisors LLC acquired a new stake in National Vision Holdings, Inc. (NASDAQ:EYE – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for Brokerages Set Allot Ltd. (NASDAQ:ALLT) Target Price at $13.62

Brokerages Set Allot Ltd. (NASDAQ:ALLT) Target Price at $13.62

Shares of Allot Ltd. (NASDAQ:ALLT – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the seven research firms that are presently covering the company, MarketBeat.com reports.... More of this article »
Image for Olaplex (NASDAQ:OLPX) Sees Strong Trading Volume  – Time to Buy?

Olaplex (NASDAQ:OLPX) Sees Strong Trading Volume – Time to Buy?

Olaplex Holdings, Inc. (NASDAQ:OLPX – Get Free Report) shares saw unusually-strong trading volume on Thursday . Approximately 4,330,734 shares changed hands during mid-day trading, an increase of 5% from the previous session’s... More of this article »
Image for First Bancshares Inc. (Bellevue, OH) (OTCMKTS:FIBH) Sees Large Increase in Short Interest

First Bancshares Inc. (Bellevue, OH) (OTCMKTS:FIBH) Sees Large Increase in Short Interest

First Bancshares Inc. (Bellevue, OH) (OTCMKTS:FIBH – Get Free Report) was the recipient of a significant growth in short interest during the month of June. As of June 15th, there was short interest totaling 90 shares, a growth... More of this article »
Image for Direxion Daily TSLA Bull 2X Shares (NASDAQ:TSLL) Trading Down 6.1%  – Time to Sell?

Direxion Daily TSLA Bull 2X Shares (NASDAQ:TSLL) Trading Down 6.1% – Time to Sell?

Direxion Daily TSLA Bull 2X Shares (NASDAQ:TSLL – Get Free Report) shares were down 6.1% during mid-day trading on Thursday . The company traded as low as $13.58 and last traded at $13.62. Approximately 28,558,948 shares traded... More of this article »
Image for Rep. Gilbert Ray Cisneros, Jr. Acquires Shares of Eli Lilly and Company (NYSE:LLY)

Rep. Gilbert Ray Cisneros, Jr. Acquires Shares of Eli Lilly and Company (NYSE:LLY)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Eli Lilly and Company (NYSE:LLY). In a filing disclosed on July 02nd, the Representative disclosed that they had bought between $50,001 and... More of this article »
Image for United Parcel Service, Inc. $UPS Shares Sold by Keybank National Association OH

United Parcel Service, Inc. $UPS Shares Sold by Keybank National Association OH

Keybank National Association OH decreased its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 3.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Keybank National Association OH Grows Stake in Linde PLC $LIN

Keybank National Association OH Grows Stake in Linde PLC $LIN

Keybank National Association OH lifted its position in Linde PLC (NASDAQ:LIN – Free Report) by 5.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 43,696 shares... More of this article »
Image for iShares U.S. Technology ETF $IYW Shares Purchased by Hsbc Holdings PLC

iShares U.S. Technology ETF $IYW Shares Purchased by Hsbc Holdings PLC

Hsbc Holdings PLC grew its stake in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 3.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 886,487 shares of the exchange... More of this article »
Image for Bank of Ireland Group plc (OTCMKTS:BKRIY) Given Average Rating of “Moderate Buy” by Analysts

Bank of Ireland Group plc (OTCMKTS:BKRIY) Given Average Rating of “Moderate Buy” by Analysts

Bank of Ireland Group plc (OTCMKTS:BKRIY – Get Free Report) has received an average recommendation of “Moderate Buy” from the seven research firms that are currently covering the company, MarketBeat reports. Two... More of this article »
Image for Johnson Controls International plc $JCI Shares Sold by Strs Ohio

Johnson Controls International plc $JCI Shares Sold by Strs Ohio

Strs Ohio lessened its stake in Johnson Controls International plc (NYSE:JCI – Free Report) by 9.2% in the first quarter, Holdings Channel reports. The institutional investor owned 186,424 shares of the company’s stock... More of this article »
Image for Strs Ohio Reduces Holdings in Martin Marietta Materials, Inc. $MLM

Strs Ohio Reduces Holdings in Martin Marietta Materials, Inc. $MLM

Strs Ohio lowered its position in shares of Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) by 20.7% during the first quarter, Holdings Channel reports. The firm owned 39,434 shares of the construction company’s... More of this article »
Image for Strs Ohio Sells 32,917 Shares of Bristol Myers Squibb Company $BMY

Strs Ohio Sells 32,917 Shares of Bristol Myers Squibb Company $BMY

Strs Ohio lowered its stake in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 6.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Strs Ohio Has $22.50 Million Stock Holdings in VICI Properties Inc. $VICI

Strs Ohio Has $22.50 Million Stock Holdings in VICI Properties Inc. $VICI

Strs Ohio trimmed its holdings in VICI Properties Inc. (NYSE:VICI – Free Report) by 11.2% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 823,624 shares of the company’s stock after... More of this article »
Image for O’Reilly Automotive, Inc. $ORLY Shares Sold by Strs Ohio

O’Reilly Automotive, Inc. $ORLY Shares Sold by Strs Ohio

Strs Ohio lessened its holdings in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 3.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »