Home » Author Archive
Louisbourg Investments Inc. Increases Position in Broadcom Inc. $AVGO
Louisbourg Investments Inc. grew its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 27.3% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Spinnaker Trust Sells 19,294 Shares of Chevron Corporation $CVX
Spinnaker Trust trimmed its position in Chevron Corporation (NYSE:CVX – Free Report) by 38.8% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 30,377 shares of the oil and gas company’s... More of this article »
1,012,162 Shares in Schwab U.S. Large-Cap Value ETF $SCHV Acquired by TSG Advice Partners LLC
TSG Advice Partners LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor acquired... More of this article »
5,068 Shares in Intel Corporation $INTC Bought by TSG Advice Partners LLC
TSG Advice Partners LLC purchased a new position in shares of Intel Corporation (NASDAQ:INTC – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Smithbridge Asset Management Inc. DE Has $1.95 Million Stock Position in Valero Energy Corporation $VLO
Smithbridge Asset Management Inc. DE reduced its stake in Valero Energy Corporation (NYSE:VLO – Free Report) by 51.8% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Meta Platforms, Inc. $META Shares Sold by Sterling Capital Management LLC
Sterling Capital Management LLC cut its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 22.9% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Putnam Focused Large Cap Value ETF $PVAL Position Lifted by Midwest Capital Advisors LLC
Midwest Capital Advisors LLC lifted its position in Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) by 27.5% in the first quarter, HoldingsChannel reports. The firm owned 164,664 shares of the company’s... More of this article »
11,060 Shares in Vanguard Value ETF $VTV Bought by Vertrix Wealth Management LLC
Vertrix Wealth Management LLC acquired a new position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Hongkong Land Holdings Ltd. (OTCMKTS:HNGKY) Short Interest Down 35.0% in June
Hongkong Land Holdings Ltd. (OTCMKTS:HNGKY – Get Free Report) saw a large decline in short interest in June. As of June 15th, there was short interest totaling 18,736 shares, a decline of 35.0% from the May 31st total of 28,822... More of this article »
Cane Capital Partners LLC Sells 23,542 Shares of Uber Technologies, Inc. $UBER
Cane Capital Partners LLC lowered its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 71.1% during the 1st quarter, Holdings Channel reports. The fund owned 9,556 shares of the ride-sharing company’s stock... More of this article »
Bassett Furniture Industries (NASDAQ:BSET) Announces Earnings Results
Bassett Furniture Industries (NASDAQ:BSET – Get Free Report) issued its earnings results on Wednesday. The company reported $0.24 EPS for the quarter, topping the consensus estimate of $0.20 by $0.04, Zacks reports. Bassett Furniture... More of this article »
Simon Property Group (NYSE:SPG) Director Daniel Smith Acquires 372 Shares
Simon Property Group, Inc. (NYSE:SPG – Get Free Report) Director Daniel Smith purchased 372 shares of Simon Property Group stock in a transaction on Tuesday, June 30th. The stock was bought at an average cost of $223.31 per share,... More of this article »
Franklin Covey (NYSE:FC) Posts Earnings Results, Beats Estimates By $0.03 EPS
Franklin Covey (NYSE:FC – Get Free Report) posted its quarterly earnings results on Wednesday. The business services provider reported $0.27 earnings per share for the quarter, beating the consensus estimate of $0.24 by $0.03,... More of this article »
Yum! Brands (NYSE:YUM) CEO Christopher Lee Turner Sells 250 Shares
Yum! Brands, Inc. (NYSE:YUM – Get Free Report) CEO Christopher Lee Turner sold 250 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $160.42, for a total... More of this article »
AGL Energy Limited (OTCMKTS:AGLNF) Sees Significant Decrease in Short Interest
AGL Energy Limited (OTCMKTS:AGLNF – Get Free Report) saw a large drop in short interest during the month of June. As of June 15th, there was short interest totaling 1,447,419 shares, a drop of 36.2% from the May 31st total of... More of this article »
Alfen (OTCMKTS:ALFNF) Short Interest Down 37.1% in June
Alfen (OTCMKTS:ALFNF – Get Free Report) was the recipient of a significant decline in short interest during the month of June. As of June 15th, there was short interest totaling 11,380 shares, a decline of 37.1% from the May... More of this article »
First Citizens BancShares (NASDAQ:FCNCA) Stock Rating Lowered by Autonomous Res
First Citizens BancShares (NASDAQ:FCNCA – Get Free Report) was downgraded by research analysts at Autonomous Res from a “hold” rating to a “strong sell” rating in a report released on Tuesday,Zacks.com... More of this article »
Smithbridge Asset Management Inc. DE Boosts Stock Position in Deere & Company $DE
Smithbridge Asset Management Inc. DE lifted its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 49.8% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 6,225 shares of the industrial... More of this article »
CRYPGPT Self Reported Market Capitalization Achieves $7.70 Million (CRYPGPT)
CRYPGPT (CRYPGPT) traded down 1.2% against the U.S. dollar during the twenty-four hour period ending at 7:00 AM E.T. on July 2nd. During the last week, CRYPGPT has traded 4.5% lower against the U.S. dollar. CRYPGPT has a total market... More of this article »-HOODX.png)
Robinhood tokenized stock (xStock) Price Reaches $111.83 (HOODX)
Robinhood tokenized stock (xStock) (HOODX) traded 11.7% higher against the dollar during the twenty-four hour period ending at 7:00 AM Eastern on July 2nd. Over the last seven days, Robinhood tokenized stock (xStock) has traded 12.6%... More of this article »
Whelan Financial Sells 417,977 Shares of Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Whelan Financial decreased its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 96.4% during the first quarter, according to the company in its most recent disclosure... More of this article »
Vertrix Wealth Management LLC Purchases Shares of 7,507 Palo Alto Networks, Inc. $PANW
Vertrix Wealth Management LLC acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Vertrix Wealth Management LLC Makes New Investment in GE Vernova Inc. $GEV
Vertrix Wealth Management LLC bought a new stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
3,297 Shares in CME Group Inc. $CME Bought by Vertrix Wealth Management LLC
Vertrix Wealth Management LLC bought a new stake in CME Group Inc. (NASDAQ:CME – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Vertrix Wealth Management LLC Makes New Investment in Lockheed Martin Corporation $LMT
Vertrix Wealth Management LLC purchased a new stake in Lockheed Martin Corporation (NYSE:LMT – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Iridium Communications (NASDAQ:IRDM) Hits New 12-Month High on Analyst Upgrade
Shares of Iridium Communications Inc (NASDAQ:IRDM – Get Free Report) hit a new 52-week high during mid-day trading on Tuesday after Morgan Stanley raised their price target on the stock from $26.00 to $54.00. Morgan Stanley currently... More of this article »
iShares MSCI Chile ETF (BATS:ECH) Short Interest Update
iShares MSCI Chile ETF (BATS:ECH – Get Free Report) was the recipient of a significant drop in short interest in the month of June. As of June 15th, there was short interest totaling 861,816 shares, a drop of 48.5% from the... More of this article »
Secured Retirement Advisors LLC Makes New $765,000 Investment in Uber Technologies, Inc. $UBER
Secured Retirement Advisors LLC purchased a new stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor purchased 10,630 shares of the ride-sharing... More of this article »
Nuvectis Pharma (NASDAQ:NVCT) Major Shareholder Marlio Charles Mosseri Buys 50,000 Shares
Nuvectis Pharma, Inc. (NASDAQ:NVCT – Get Free Report) major shareholder Marlio Charles Mosseri purchased 50,000 shares of the firm’s stock in a transaction on Tuesday, June 30th. The shares were acquired at an average cost... More of this article »
Corporacion Inmobiliaria Vesta (NYSE:VTMX) Insider Carranza Diego Berho Sells 3,500 Shares
Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR (NYSE:VTMX – Get Free Report) insider Carranza Diego Berho sold 3,500 shares of the stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at... More of this article »
BTC Development (BDCI) vs. Its Rivals Head to Head Review
BTC Development (NASDAQ:BDCI – Get Free Report) is one of 338 public companies in the “Investment Offices” industry, but how does it compare to its peers? We will compare BTC Development to similar businesses based... More of this article »
Aviat Networks (NASDAQ:AVNW) Stock Rating Upgraded by Craig Hallum
Aviat Networks (NASDAQ:AVNW – Get Free Report) was upgraded by research analysts at Craig Hallum to a “strong-buy” rating in a research report issued to clients and investors on Tuesday,Zacks.com reports. A number... More of this article »
Head-To-Head Review: Cartesian Growth Corp III (CGCT) & Its Rivals
Cartesian Growth Corp III (NASDAQ:CGCT – Get Free Report) is one of 338 publicly-traded companies in the “Investment Offices” industry, but how does it contrast to its competitors? We will compare Cartesian Growth... More of this article »
TSP Capital Management Group LLC Purchases 424,438 Shares of Global Water Resources, Inc. $GWRS
TSP Capital Management Group LLC boosted its position in shares of Global Water Resources, Inc. (NASDAQ:GWRS – Free Report) by 56.0% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
KPP Advisory Services LLC Has $10.78 Million Stock Holdings in iShares Core Dividend Growth ETF $DGRO
KPP Advisory Services LLC decreased its position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 15.0% in the 1st quarter, HoldingsChannel reports. The fund owned 153,548 shares of the company’s stock... More of this article »
TKG Advisors LLC Purchases New Shares in Ciena Corporation $CIEN
TKG Advisors LLC purchased a new position in shares of Ciena Corporation (NYSE:CIEN – 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 »
TravelSky Technology (OTCMKTS:TSYHY) Reaches New 1-Year Low – What’s Next?
TravelSky Technology Ltd. (OTCMKTS:TSYHY – Get Free Report)’s stock price hit a new 52-week low during mid-day trading on Tuesday . The stock traded as low as $10.50 and last traded at $10.50, with a volume of 2505 shares... More of this article »
TKG Advisors LLC Sells 12,203 Shares of American Electric Power Company, Inc. $AEP
TKG Advisors LLC lowered its position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 53.7% during the first quarter, according to its most recent filing with the SEC. The firm owned 10,518 shares of the... More of this article »
TKG Advisors LLC Has $2.68 Million Stock Position in RTX Corporation $RTX
TKG Advisors LLC lifted its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 101.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Pzena Investment Management LLC Sells 185,976 Shares of General Dynamics Corporation $GD
Pzena Investment Management LLC trimmed its holdings in General Dynamics Corporation (NYSE:GD – Free Report) by 63.4% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 107,467... More of this article »-inc-logo-1200x675.jpg){kind=logo}
Pzena Investment Management LLC Decreases Stock Holdings in ZTO Express (Cayman) Inc. $ZTO
Pzena Investment Management LLC lowered its stake in shares of ZTO Express (Cayman) Inc. (NYSE:ZTO – Free Report) by 1.6% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 7,460,931 shares... More of this article »
Recent Investment Analysts’ Ratings Updates for Quantinuum (QNT)
A number of firms have modified their ratings and price targets on shares of Quantinuum (NASDAQ: QNT) recently: 6/30/2026 – Quantinuum was upgraded by Zacks Research to “hold”. 6/29/2026 – Quantinuum is now... More of this article »
AppLovin Corporation $APP Shares Sold by Smithbridge Asset Management Inc. DE
Smithbridge Asset Management Inc. DE trimmed its holdings in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 52.0% in the first quarter, according to the company in its most recent filing with the Securities and... More of this article »
iShares MSCI EAFE Value ETF $EFV Shares Sold by Physician Wealth Advisors Inc.
Physician Wealth Advisors Inc. decreased its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 43.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 152,689 shares of the company’s stock... More of this article »
USS Investment Management Ltd Increases Holdings in Visa Inc. $V
USS Investment Management Ltd raised its stake in shares of Visa Inc. (NYSE:V – Free Report) by 2.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 962,028 shares of... More of this article »
Randolph Co Inc Makes New $33.39 Million Investment in iShares MSCI Brazil ETF $EWZ
Randolph Co Inc acquired a new stake in iShares MSCI Brazil ETF (NYSEARCA:EWZ – Free Report) during the first quarter, HoldingsChannel.com reports. The fund acquired 869,770 shares of the exchange traded fund’s stock,... More of this article »
USS Investment Management Ltd Raises Stock Holdings in Brookfield Corporation $BN
USS Investment Management Ltd raised its stake in Brookfield Corporation (NYSE:BN – Free Report) by 3.9% during the first quarter, HoldingsChannel reports. The institutional investor owned 334,745 shares of the company’s... More of this article »
Peregrine Capital Management LLC Sells 9,120 Shares of PHINIA Inc. $PHIN
Peregrine Capital Management LLC reduced its position in PHINIA Inc. (NYSE:PHIN – Free Report) by 8.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »