Home » Author Archive

Image for Vanguard Mid-Cap ETF $VO Shares Purchased by QRG Capital Management Inc.

Vanguard Mid-Cap ETF $VO Shares Purchased by QRG Capital Management Inc.

QRG Capital Management Inc. lifted its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 23.8% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,097... More of this article »
Image for Wealthcare Advisory Partners LLC Increases Stake in Seagate Technology Holdings PLC $STX

Wealthcare Advisory Partners LLC Increases Stake in Seagate Technology Holdings PLC $STX

Wealthcare Advisory Partners LLC increased its position in shares of Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 4.3% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 5,545... More of this article »
Image for Wealthcare Advisory Partners LLC Purchases 2,598 Shares of Illumina, Inc. $ILMN

Wealthcare Advisory Partners LLC Purchases 2,598 Shares of Illumina, Inc. $ILMN

Wealthcare Advisory Partners LLC boosted its position in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 41.1% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for iShares S&P 100 ETF $OEF Shares Bought by Wealthcare Advisory Partners LLC

iShares S&P 100 ETF $OEF Shares Bought by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC raised its position in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 3.6% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 2,333 shares of the company’s stock... More of this article »
Image for Wealthcare Advisory Partners LLC Boosts Stock Holdings in Vanguard U.S. Momentum Factor ETF $VFMO

Wealthcare Advisory Partners LLC Boosts Stock Holdings in Vanguard U.S. Momentum Factor ETF $VFMO

Wealthcare Advisory Partners LLC boosted its stake in shares of Vanguard U.S. Momentum Factor ETF (BATS:VFMO – Free Report) by 138.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for iShares ESG MSCI USA Leaders ETF $SUSL Shares Purchased by Wealthcare Advisory Partners LLC

iShares ESG MSCI USA Leaders ETF $SUSL Shares Purchased by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC increased its position in iShares ESG MSCI USA Leaders ETF (NASDAQ:SUSL – Free Report) by 11.6% in the second quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Parsons Capital Management Inc. RI Has $40.68 Million Position in JPMorgan Chase & Co. $JPM

Parsons Capital Management Inc. RI Has $40.68 Million Position in JPMorgan Chase & Co. $JPM

Parsons Capital Management Inc. RI decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 41.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Wealthcare Advisory Partners LLC Has $947,000 Stock Holdings in First Trust Capital Strength ETF $FTCS

Wealthcare Advisory Partners LLC Has $947,000 Stock Holdings in First Trust Capital Strength ETF $FTCS

Wealthcare Advisory Partners LLC grew its stake in First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 1.2% during the second quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Critical Comparison: Japan Steel Works (OTCMKTS:JPSWY) and IHI (OTCMKTS:IHICY)

Critical Comparison: Japan Steel Works (OTCMKTS:JPSWY) and IHI (OTCMKTS:IHICY)

Japan Steel Works (OTCMKTS:JPSWY – Get Free Report) and IHI (OTCMKTS:IHICY – Get Free Report) are both industrials companies, but which is the superior investment? We will compare the two businesses based on the strength... More of this article »
Image for GlucoTrack (NASDAQ:GCTK) Earns “Sell (E+)” Rating from Weiss Ratings

GlucoTrack (NASDAQ:GCTK) Earns “Sell (E+)” Rating from Weiss Ratings

GlucoTrack (NASDAQ:GCTK – Get Free Report)‘s stock had its “sell (e+)” rating reaffirmed by Weiss Ratings in a report issued on Wednesday,Weiss Ratings reports. Separately, Wall Street Zen upgraded shares of... More of this article »
Image for Truist Financial Corp Sells 1,108 Shares of iShares MSCI Intl Value Factor ETF $IVLU

Truist Financial Corp Sells 1,108 Shares of iShares MSCI Intl Value Factor ETF $IVLU

Truist Financial Corp lowered its stake in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) by 1.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Weiss Ratings Reaffirms Hold (C) Rating for Genco Shipping & Trading (NYSE:GNK)

Weiss Ratings Reaffirms Hold (C) Rating for Genco Shipping & Trading (NYSE:GNK)

Genco Shipping & Trading (NYSE:GNK – Get Free Report)‘s stock had its “hold (c)” rating reiterated by investment analysts at Weiss Ratings in a report issued on Wednesday,Weiss Ratings reports. A number... More of this article »
Image for GE Aerospace’s (GE) Buy (B) Rating Reiterated at Weiss Ratings

GE Aerospace’s (GE) Buy (B) Rating Reiterated at Weiss Ratings

GE Aerospace (NYSE:GE – Get Free Report)‘s stock had its “buy (b)” rating reiterated by equities research analysts at Weiss Ratings in a report issued on Wednesday,Weiss Ratings reports. A number of other equities... More of this article »
Image for Getty Realty (NYSE:GTY) Receives Hold (C) Rating from Weiss Ratings

Getty Realty (NYSE:GTY) Receives Hold (C) Rating from Weiss Ratings

Getty Realty (NYSE:GTY – Get Free Report)‘s stock had its “hold (c)” rating reaffirmed by equities research analysts at Weiss Ratings in a research note issued to investors on Wednesday,Weiss Ratings reports. Other... More of this article »
Image for GENPREX (NASDAQ:GNPX) Given “Sell (E+)” Rating at Weiss Ratings

GENPREX (NASDAQ:GNPX) Given “Sell (E+)” Rating at Weiss Ratings

GENPREX (NASDAQ:GNPX – Get Free Report)‘s stock had its “sell (e+)” rating reaffirmed by Weiss Ratings in a report issued on Wednesday,Weiss Ratings reports. GENPREX Stock Up 20.8% GNPX opened at $0.24 on Wednesday.... More of this article »
Image for Weiss Ratings Reiterates “Sell (D-)” Rating for Genesco (NYSE:GCO)

Weiss Ratings Reiterates “Sell (D-)” Rating for Genesco (NYSE:GCO)

Genesco (NYSE:GCO – Get Free Report)‘s stock had its “sell (d-)” rating reaffirmed by Weiss Ratings in a research report issued to clients and investors on Wednesday,Weiss Ratings reports. A number of other... More of this article »
Image for Geospace Technologies (NASDAQ:GEOS) Given Sell (D+) Rating at Weiss Ratings

Geospace Technologies (NASDAQ:GEOS) Given Sell (D+) Rating at Weiss Ratings

Geospace Technologies (NASDAQ:GEOS – Get Free Report)‘s stock had its “sell (d+)” rating restated by equities research analysts at Weiss Ratings in a research report issued on Wednesday,Weiss Ratings reports. Separately,... More of this article »
Image for Total Energy Services Inc. (OTCMKTS:TOTZF) Short Interest Down 26.6% in September

Total Energy Services Inc. (OTCMKTS:TOTZF) Short Interest Down 26.6% in September

Total Energy Services Inc. (OTCMKTS:TOTZF – Get Free Report) saw a large decline in short interest during the month of September. As of September 15th, there was short interest totaling 4,700 shares, a decline of 26.6% from... More of this article »
Image for Analysts Set Warner Music Group Corp. (NASDAQ:WMG) Target Price at $34.82

Analysts Set Warner Music Group Corp. (NASDAQ:WMG) Target Price at $34.82

Warner Music Group Corp. (NASDAQ:WMG – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the twenty ratings firms that are covering the company, MarketBeat reports. Eleven investment... More of this article »
Image for Eli Lilly and Company $LLY Shares Bought by Broderick Brian C

Eli Lilly and Company $LLY Shares Bought by Broderick Brian C

Broderick Brian C raised its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 18.1% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,511... More of this article »
Image for Puzo Michael J Has $758,000 Position in Deere & Company $DE

Puzo Michael J Has $758,000 Position in Deere & Company $DE

Puzo Michael J trimmed its position in Deere & Company (NYSE:DE – Free Report) by 13.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 1,490 shares of the industrial products company’s... More of this article »
Image for Grimes & Company Inc. Grows Stock Position in Deere & Company $DE

Grimes & Company Inc. Grows Stock Position in Deere & Company $DE

Grimes & Company Inc. raised its stake in shares of Deere & Company (NYSE:DE – Free Report) by 38.6% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 653 shares of the industrial... More of this article »
Image for Citizens National Bank Trust Department Raises Stock Position in Pfizer Inc. $PFE

Citizens National Bank Trust Department Raises Stock Position in Pfizer Inc. $PFE

Citizens National Bank Trust Department raised its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 0.9% during the 2nd quarter, Holdings Channel.com reports. The firm owned 46,103 shares of the biopharmaceutical company’s... More of this article »
Image for WoodTrust Financial Corp Acquires 630 Shares of Oracle Corporation $ORCL

WoodTrust Financial Corp Acquires 630 Shares of Oracle Corporation $ORCL

WoodTrust Financial Corp grew its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 17.5% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 4,230 shares of the enterprise... More of this article »
Image for Merck & Co., Inc. $MRK Stake Reduced by Hall Capital Management Co. Inc.

Merck & Co., Inc. $MRK Stake Reduced by Hall Capital Management Co. Inc.

Hall Capital Management Co. Inc. cut its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 16.5% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Mastercard Incorporated $MA Shares Bought by Canopy Partners LLC

Mastercard Incorporated $MA Shares Bought by Canopy Partners LLC

Canopy Partners LLC boosted its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 3.4% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,765... More of this article »
Image for Proffitt & Goodson Inc. Raises Stock Position in The Home Depot, Inc. $HD

Proffitt & Goodson Inc. Raises Stock Position in The Home Depot, Inc. $HD

Proffitt & Goodson Inc. lifted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 33.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 512 shares of the home improvement... More of this article »
Image for Joel Isaacson & Co. LLC Purchases 101 Shares of Deere & Company $DE

Joel Isaacson & Co. LLC Purchases 101 Shares of Deere & Company $DE

Joel Isaacson & Co. LLC raised its position in Deere & Company (NYSE:DE – Free Report) by 7.6% during the second quarter, Holdings Channel reports. The fund owned 1,438 shares of the industrial products company’s... More of this article »
Image for Roundview Capital LLC Sells 2,398 Shares of Applied Materials, Inc. $AMAT

Roundview Capital LLC Sells 2,398 Shares of Applied Materials, Inc. $AMAT

Roundview Capital LLC lessened its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 19.6% in the second quarter, Holdings Channel.com reports. The firm owned 9,853 shares of the manufacturing equipment... More of this article »
Image for Stryker Corporation $SYK Stock Holdings Decreased by Louisiana State Employees Retirement System

Stryker Corporation $SYK Stock Holdings Decreased by Louisiana State Employees Retirement System

Louisiana State Employees Retirement System decreased its position in Stryker Corporation (NYSE:SYK – Free Report) by 2.2% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 18,100 shares... More of this article »
Image for REAP Financial Group LLC Buys 338 Shares of Caterpillar Inc. $CAT

REAP Financial Group LLC Buys 338 Shares of Caterpillar Inc. $CAT

REAP Financial Group LLC grew its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 88.7% 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 REAP Financial Group LLC Increases Stake in McDonald’s Corporation $MCD

REAP Financial Group LLC Increases Stake in McDonald’s Corporation $MCD

REAP Financial Group LLC grew its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 86.0% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 439 shares of the fast-food giant’s stock after... More of this article »
Image for Constellation Investments Inc. Has $100.75 Million Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Constellation Investments Inc. Has $100.75 Million Holdings in Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Constellation Investments Inc. increased its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 94.4% in the 2nd quarter, according to its most recent 13F filing with the SEC. The... More of this article »
Image for Vanguard S&P 500 ETF $VOO is Asset Planning Corporation’s 8th Largest Position

Vanguard S&P 500 ETF $VOO is Asset Planning Corporation’s 8th Largest Position

Asset Planning Corporation increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,184... More of this article »
Image for RMG Wealth Management LLC Invests $47,000 in Applied Materials, Inc. $AMAT

RMG Wealth Management LLC Invests $47,000 in Applied Materials, Inc. $AMAT

RMG Wealth Management LLC bought a new position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) in the second quarter, Holdings Channel.com reports. The firm bought 243 shares of the manufacturing equipment provider’s... More of this article »
Image for Spectrum Asset Management Inc. NB CA Sells 841 Shares of Abbott Laboratories $ABT

Spectrum Asset Management Inc. NB CA Sells 841 Shares of Abbott Laboratories $ABT

Spectrum Asset Management Inc. NB CA lessened its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 3.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Image for Shell Asset Management Co. Boosts Holdings in Cheniere Energy, Inc. $LNG

Shell Asset Management Co. Boosts Holdings in Cheniere Energy, Inc. $LNG

Shell Asset Management Co. raised its holdings in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 102.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Louisiana State Employees Retirement System Trims Stock Position in International Business Machines Corporation $IBM

Louisiana State Employees Retirement System Trims Stock Position in International Business Machines Corporation $IBM

Louisiana State Employees Retirement System cut its position in International Business Machines Corporation (NYSE:IBM – Free Report) by 1.4% during the 2nd quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for OLD National Bancorp IN Takes $279,000 Position in American Electric Power Company, Inc. $AEP

OLD National Bancorp IN Takes $279,000 Position in American Electric Power Company, Inc. $AEP

OLD National Bancorp IN bought a new stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Axon Enterprise, Inc $AXON Shares Acquired by Roundview Capital LLC

Axon Enterprise, Inc $AXON Shares Acquired by Roundview Capital LLC

Roundview Capital LLC lifted its position in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 25.8% in the second quarter, Holdings Channel reports. The institutional investor owned 1,461 shares of the biotechnology... More of this article »
Image for Mainsail Asset Management LLC Buys 207 Shares of Vanguard FTSE Developed Markets ETF $VEA

Mainsail Asset Management LLC Buys 207 Shares of Vanguard FTSE Developed Markets ETF $VEA

Mainsail Asset Management LLC boosted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 3.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for iShares Core U.S. Aggregate Bond ETF $AGG Position Lowered by Watershed Private Wealth LLC

iShares Core U.S. Aggregate Bond ETF $AGG Position Lowered by Watershed Private Wealth LLC

Watershed Private Wealth LLC lessened its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 5.7% during the second quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Vanguard Large-Cap ETF $VV Shares Sold by Ascent Group LLC

Vanguard Large-Cap ETF $VV Shares Sold by Ascent Group LLC

Ascent Group LLC cut its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 12.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Amphenol Corporation $APH Stock Holdings Lessened by Navera Investment Management Ltd.

Amphenol Corporation $APH Stock Holdings Lessened by Navera Investment Management Ltd.

Navera Investment Management Ltd. reduced its holdings in Amphenol Corporation (NYSE:APH – Free Report) by 18.6% during the second quarter, HoldingsChannel reports. The institutional investor owned 2,127,643 shares of the electronics... More of this article »
Image for Citizens National Bank Trust Department Increases Stock Holdings in Lowe’s Companies, Inc. $LOW

Citizens National Bank Trust Department Increases Stock Holdings in Lowe’s Companies, Inc. $LOW

Citizens National Bank Trust Department lifted its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Prime Capital Investment Advisors LLC Sells 234 Shares of iShares Russell 1000 ETF $IWB

Prime Capital Investment Advisors LLC Sells 234 Shares of iShares Russell 1000 ETF $IWB

Prime Capital Investment Advisors LLC decreased its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 3.6% during the second quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Grimes & Company Inc. Has $372,000 Stock Holdings in Palo Alto Networks, Inc. $PANW

Grimes & Company Inc. Has $372,000 Stock Holdings in Palo Alto Networks, Inc. $PANW

Grimes & Company Inc. raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 38.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Winthrop Advisory Group LLC Buys 169 Shares of The Boeing Company $BA

Winthrop Advisory Group LLC Buys 169 Shares of The Boeing Company $BA

Winthrop Advisory Group LLC lifted its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 6.0% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for OLD National Bancorp IN Sells 1,598 Shares of United Parcel Service, Inc. $UPS

OLD National Bancorp IN Sells 1,598 Shares of United Parcel Service, Inc. $UPS

OLD National Bancorp IN lessened its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 21.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Shopify Inc. $SHOP Shares Sold by DMC Group LLC

Shopify Inc. $SHOP Shares Sold by DMC Group LLC

DMC Group LLC lessened its holdings in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 14.4% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »