Home » Author Archive
Cullen Frost Bankers Inc. Raises Holdings in Aon plc $AON
Cullen Frost Bankers Inc. lifted its stake in Aon plc (NYSE:AON – Free Report) by 2.1% during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 47,966 shares... More of this article »
Cullen Frost Bankers Inc. Has $25.70 Million Stock Position in Danaher Corporation $DHR
Cullen Frost Bankers Inc. lowered its holdings in shares of Danaher Corporation (NYSE:DHR – Free Report) by 3.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Denali Advisors LLC Increases Stock Position in TEGNA Inc. $TGNA
Denali Advisors LLC raised its holdings in TEGNA Inc. (NYSE:TGNA – Free Report) by 0.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Denali Advisors LLC Acquires 300 Shares of Jackson Financial Inc. $JXN
Denali Advisors LLC boosted its holdings in Jackson Financial Inc. (NYSE:JXN – Free Report) by 0.4% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 69,446... More of this article »
Consensus Cloud Solutions, Inc. $CCSI Shares Purchased by Denali Advisors LLC
Denali Advisors LLC increased its holdings in shares of Consensus Cloud Solutions, Inc. (NASDAQ:CCSI – Free Report) by 13.4% during the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Westamerica Bancorporation $WABC Shares Bought by Denali Advisors LLC
Denali Advisors LLC grew its stake in shares of Westamerica Bancorporation (NASDAQ:WABC – Free Report) by 505.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Denali Advisors LLC Reduces Stock Holdings in Bank of N.T. Butterfield & Son Limited (The) $NTB
Denali Advisors LLC lowered its stake in shares of Bank of N.T. Butterfield & Son Limited (The) (NYSE:NTB – Free Report) by 11.8% during the second quarter, according to the company in its most recent disclosure with the... More of this article »-logo-1200x675.png?v=20211206081858&w=240&h=220&zc=2){kind=logo}
Private Capital Advisors Inc. Buys 11,973 Shares of Grayscale Ethereum Trust (ETH) $ETHE
Private Capital Advisors Inc. increased its stake in shares of Grayscale Ethereum Trust (ETH) (OTCMKTS:ETHE – Free Report) by 112.5% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Enterprise Products Partners L.P. $EPD Shares Acquired by Private Capital Advisors Inc.
Private Capital Advisors Inc. lifted its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 0.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Cullen Frost Bankers Inc. Raises Stock Position in Blackstone Inc. $BX
Cullen Frost Bankers Inc. grew its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 2.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Chicago Partners Investment Group LLC Has $993,000 Stock Holdings in Palo Alto Networks, Inc. $PANW
Chicago Partners Investment Group LLC boosted its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 24.1% during the 2nd quarter, Holdings Channel.com reports. The fund owned 4,984 shares of the network technology... More of this article »
Retirement Planning Group LLC Sells 60 Shares of iShares MSCI USA Quality Factor ETF $QUAL
Retirement Planning Group LLC lowered its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 0.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Exencial Wealth Advisors LLC Buys 42,208 Shares of Vanguard FTSE Developed Markets ETF $VEA
Exencial Wealth Advisors LLC boosted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 10.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Freshpet (NASDAQ:FRPT) Lowered to “Strong Sell” Rating by Zacks Research
Zacks Research cut shares of Freshpet (NASDAQ:FRPT – Free Report) from a strong-buy rating to a strong sell rating in a report released on Monday,Zacks.com reports. FRPT has been the subject of several other reports. Truist Financial... More of this article »
Cookson Peirce & Co. Inc. Increases Holdings in LPL Financial Holdings Inc. $LPLA
Cookson Peirce & Co. Inc. lifted its position in shares of LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 1,408.8% during the 2nd quarter, Holdings Channel.com reports. The fund owned 54,964 shares of the financial... More of this article »
Brookstone Capital Management Has $21.76 Million Position in First Trust Low Duration Opportunities ETF $LMBS
Brookstone Capital Management raised its position in shares of First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 0.9% in the second quarter, HoldingsChannel.com reports. The firm owned 441,694 shares... More of this article »
Brookstone Capital Management Increases Stock Holdings in Vanguard S&P 500 ETF $VOO
Brookstone Capital Management lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 18.0% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
Zacks Research Forecasts ONE Gas’ FY2025 Earnings (NYSE:OGS)
ONE Gas, Inc. (NYSE:OGS – Free Report) – Zacks Research raised their FY2025 EPS estimates for shares of ONE Gas in a research report issued on Tuesday, October 21st. Zacks Research analyst Team now forecasts that the utilities... More of this article »
FY2025 EPS Estimates for El Pollo Loco Decreased by Analyst
El Pollo Loco Holdings, Inc. (NASDAQ:LOCO – Free Report) – Investment analysts at William Blair dropped their FY2025 earnings per share estimates for shares of El Pollo Loco in a report issued on Monday, October 20th.... More of this article »
ProShares UltraPro Short QQQ $SQQQ Shares Purchased by Gables Capital Management Inc.
Gables Capital Management Inc. lifted its position in ProShares UltraPro Short QQQ (NASDAQ:SQQQ – Free Report) by 600.0% in the second quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Citizens & Northern Corp Sells 11,498 Shares of Citizens & Northern Corp $CZNC
Citizens & Northern Corp reduced its stake in Citizens & Northern Corp (NASDAQ:CZNC – Free Report) by 3.4% during the second quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
OMC Financial Services LTD Decreases Stock Holdings in Toll Brothers Inc. $TOL
OMC Financial Services LTD decreased its position in Toll Brothers Inc. (NYSE:TOL – Free Report) by 4.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
iShares Core MSCI Emerging Markets ETF $IEMG Position Reduced by Citizens & Northern Corp
Citizens & Northern Corp reduced its stake in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) by 3.7% during the second quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Flavin Financial Services Inc. Decreases Holdings in Visa Inc. $V
Flavin Financial Services Inc. trimmed its position in shares of Visa Inc. (NYSE:V – Free Report) by 6.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 6,817 shares of the credit-card... More of this article »
Short Interest in Triller Group Inc. (NASDAQ:ILLR) Rises By 120.9%
Triller Group Inc. (NASDAQ:ILLR – Get Free Report) saw a significant increase in short interest in September. As of September 30th, there was short interest totaling 4,020,000 shares, an increase of 120.9% from the September... More of this article »
Endeavour Mining (LON:EDV) Trading Down 9.7% – Here’s What Happened
Endeavour Mining plc (LON:EDV – Get Free Report)’s stock price traded down 9.7% during mid-day trading on Wednesday . The stock traded as low as GBX 3,012 ($40.27) and last traded at GBX 3,068 ($41.02). 790,112 shares were... More of this article »
Mondelez International, Inc. $MDLZ Shares Acquired by Schulhoff & Co. Inc.
Schulhoff & Co. Inc. raised its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 1.1% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
BTS Asset Management Inc. Buys 508 Shares of Hormel Foods Corporation $HRL
BTS Asset Management Inc. lifted its holdings in shares of Hormel Foods Corporation (NYSE:HRL – Free Report) by 7.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Schwab US Large-Cap ETF $SCHX Stake Decreased by Wedgewood Investors Inc. PA
Wedgewood Investors Inc. PA reduced its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 5.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Pittenger & Anderson Inc. Purchases 196 Shares of Fair Isaac Corporation $FICO
Pittenger & Anderson Inc. lifted its position in Fair Isaac Corporation (NYSE:FICO – Free Report) by 33.4% during the 2nd quarter, Holdings Channel reports. The firm owned 783 shares of the technology company’s stock... More of this article »
Phoenix Financial Ltd. Reduces Stock Holdings in Vanguard S&P Mid-Cap 400 ETF $IVOO
Phoenix Financial Ltd. trimmed its position in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) by 58.6% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 15,000... More of this article »
Private Capital Advisors Inc. Grows Position in Relay Therapeutics, Inc. $RLAY
Private Capital Advisors Inc. grew its position in shares of Relay Therapeutics, Inc. (NASDAQ:RLAY – Free Report) by 341.7% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Arthur J. Gallagher & Co. $AJG Shares Sold by Fiduciary Family Office LLC
Fiduciary Family Office LLC cut its holdings in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 10.0% during the second quarter, Holdings Channel.com reports. The institutional investor owned 871 shares... More of this article »
Blume Capital Management Inc. Has $18.16 Million Holdings in Dimensional Core Fixed Income ETF $DFCF
Blume Capital Management Inc. lowered its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 0.8% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Whittier Trust Co. of Nevada Inc. Has $4.02 Million Stock Position in QUALCOMM Incorporated $QCOM
Whittier Trust Co. of Nevada Inc. grew its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.7% in the second quarter, HoldingsChannel reports. The fund owned 25,252 shares of the wireless technology... More of this article »
Avis Budget Group (NASDAQ:CAR) Rating Lowered to Strong Sell at Zacks Research
Avis Budget Group (NASDAQ:CAR – Get Free Report) was downgraded by analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a report released on Monday,Zacks.com reports. Several other... More of this article »
Putnam Premier Income Trust (NYSE:PPT) Short Interest Update
Putnam Premier Income Trust (NYSE:PPT – Get Free Report) was the target of a large increase in short interest in September. As of September 30th, there was short interest totaling 82,200 shares, an increase of 129.0% from the... More of this article »
Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF (NASDAQ:QQWZ) Sees Significant Growth in Short Interest
Pacer Cash COWZ 100-Nasdaq 100 Rotator ETF (NASDAQ:QQWZ – Get Free Report) was the recipient of a significant growth in short interest in the month of September. As of September 30th, there was short interest totaling 900 shares,... More of this article »
Short Interest in KraneShares Mount Lucas Managed Futures Index Strategy ETF (NYSEARCA:KMLM) Rises By 122.9%
KraneShares Mount Lucas Managed Futures Index Strategy ETF (NYSEARCA:KMLM – Get Free Report) was the recipient of a large increase in short interest in the month of September. As of September 30th, there was short interest totaling... More of this article »
Chipotle Mexican Grill, Inc. $CMG Shares Sold by Chicago Partners Investment Group LLC
Chicago Partners Investment Group LLC decreased its position in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 3.3% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Argonautica Private Wealth Management Inc. Sells 1,961 Shares of Vanguard Tax-Exempt Bond ETF $VTEB
Argonautica Private Wealth Management Inc. trimmed its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 15.5% during the second quarter, according to its most recent disclosure with the Securities... More of this article »
St. Johns Investment Management Company LLC Makes New Investment in Vanguard Consumer Staples ETF $VDC
St. Johns Investment Management Company LLC acquired a new position in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the... More of this article »
EOG Resources, Inc. $EOG Shares Acquired by Argonautica Private Wealth Management Inc.
Argonautica Private Wealth Management Inc. increased its position in EOG Resources, Inc. (NYSE:EOG – Free Report) by 90.6% in the second quarter, Holdings Channel reports. The firm owned 5,069 shares of the energy exploration... More of this article »
St. Johns Investment Management Company LLC Raises Stake in Direxion Daily Semiconductors Bull 3x Shares $SOXL
St. Johns Investment Management Company LLC lifted its position in Direxion Daily Semiconductors Bull 3x Shares (NYSEARCA:SOXL – Free Report) by 55.1% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 4,468 shares... More of this article »
Argonautica Private Wealth Management Inc. Sells 2,796 Shares of Hewlett Packard Enterprise Company $HPE
Argonautica Private Wealth Management Inc. lessened its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) by 7.3% in the second quarter, according to its most recent 13F filing with the Securities... More of this article »
Securian Asset Management Inc. Sells 236 Shares of Parker-Hannifin Corporation $PH
Securian Asset Management Inc. trimmed its stake in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 3.4% during the second quarter, HoldingsChannel.com reports. The firm owned 6,699 shares of the industrial... More of this article »
Pittenger & Anderson Inc. Boosts Stake in AutoZone, Inc. $AZO
Pittenger & Anderson Inc. raised its holdings in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 4.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Securian Asset Management Inc. Boosts Holdings in Welltower Inc. $WELL
Securian Asset Management Inc. grew its stake in Welltower Inc. (NYSE:WELL – Free Report) by 0.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »