Home » Author Archive


Abel Hall LLC Takes Position in BlackRock Enhanced Global Dividend Trust $BOE
Abel Hall LLC acquired a new stake in shares of BlackRock Enhanced Global Dividend Trust (NYSE:BOE – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The fund acquired 33,000 shares... More of this article »
Bear Mountain Capital Inc. Purchases 3,792 Shares of iShares MSCI EAFE Small-Cap ETF $SCZ
Bear Mountain Capital Inc. raised its position in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 1.2% during the second quarter, Holdings Channel reports. The firm owned 319,966 shares of the company’s stock... More of this article »
Canopy Partners LLC Trims Stock Position in American Tower Corporation $AMT
Canopy Partners LLC lessened its holdings in shares of American Tower Corporation (NYSE:AMT – Free Report) by 26.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Williams Companies, Inc. (The) $WMB Shares Purchased by Simplicity Wealth LLC
Simplicity Wealth LLC boosted its stake in shares of Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 105.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
iShares Core S&P 500 ETF $IVV is Simplicity Wealth LLC’s 4th Largest Position
Simplicity Wealth LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 24.6% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Independent Solutions Wealth Management LLC Decreases Stock Holdings in SPDR Gold Shares $GLD
Independent Solutions Wealth Management LLC reduced its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 20.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Shell Asset Management Co. Increases Stock Position in Jacobs Solutions Inc. $J
Shell Asset Management Co. grew its position in Jacobs Solutions Inc. (NYSE:J – Free Report) by 61.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Kingswood Wealth Advisors LLC Reduces Stock Position in iShares Russell 2000 ETF $IWM
Kingswood Wealth Advisors LLC lowered its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 17.7% in the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Joel Isaacson & Co. LLC Purchases 7,956 Shares of AGNC Investment Corp. $AGNC
Joel Isaacson & Co. LLC lifted its stake in AGNC Investment Corp. (NASDAQ:AGNC – Free Report) by 40.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
KLP Kapitalforvaltning AS Increases Stock Holdings in The Bank of New York Mellon Corporation $BK
KLP Kapitalforvaltning AS increased its holdings in shares of The Bank of New York Mellon Corporation (NYSE:BK – Free Report) by 4.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Takes $159,000 Position in Direxion Daily TSLA Bull 2X Shares $TSLL
Empirical Financial Services LLC d.b.a. Empirical Wealth Management bought a new stake in Direxion Daily TSLA Bull 2X Shares (NASDAQ:TSLL – Free Report) in the second quarter, according to its most recent 13F filing with the... More of this article »
Steel Dynamics, Inc. $STLD Stake Lifted by Mirae Asset Global Investments Co. Ltd.
Mirae Asset Global Investments Co. Ltd. raised its position in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 4.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 19,313 shares of the basic materials... More of this article »
Broadridge Financial Solutions, Inc. $BR Stock Holdings Reduced by Ascent Group LLC
Ascent Group LLC trimmed its position in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 7.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Mirae Asset Global Investments Co. Ltd. Purchases 6,236 Shares of Duolingo, Inc. $DUOL
Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of Duolingo, Inc. (NASDAQ:DUOL – Free Report) by 965.3% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Broadcom Inc. $AVGO Stock Position Trimmed by Jackson Wealth Management LLC
Jackson Wealth Management LLC lessened its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.3% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Pure Portfolios Holdings LLC Purchases New Holdings in Philip Morris International Inc. $PM
Pure Portfolios Holdings LLC purchased a new stake in Philip Morris International Inc. (NYSE:PM – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
RMG Wealth Management LLC Makes New $52,000 Investment in Boston Scientific Corporation $BSX
RMG Wealth Management LLC bought a new stake in Boston Scientific Corporation (NYSE:BSX – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
SteelPeak Wealth LLC Buys 2,611 Shares of Western Digital Corporation $WDC
SteelPeak Wealth LLC boosted its stake in Western Digital Corporation (NASDAQ:WDC – Free Report) by 10.9% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Simplicity Wealth LLC Purchases New Holdings in Public Service Enterprise Group Incorporated $PEG
Simplicity Wealth LLC purchased a new stake in shares of Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Invesco S&P 500 Quality ETF $SPHQ Shares Sold by Merit Financial Group LLC
Merit Financial Group LLC reduced its position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 3.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »Grimes & Company Inc. Acquires New Holdings in Fidelity MSCI Consumer Discretionary Index ETF $FDIS
Grimes & Company Inc. acquired a new stake in shares of Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS – Free Report) in the 2nd quarter, HoldingsChannel reports. The institutional investor acquired 2,959... More of this article »
Carnival Corporation $CCL Shares Bought by Simplicity Wealth LLC
Simplicity Wealth LLC boosted its position in shares of Carnival Corporation (NYSE:CCL – Free Report) by 153.8% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 28,469... More of this article »
Wealthcare Advisory Partners LLC Buys Shares of 37,068 Fidelity Small-Mid Multifactor ETF $FSMD
Wealthcare Advisory Partners LLC acquired a new stake in shares of Fidelity Small-Mid Multifactor ETF (NYSEARCA:FSMD – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Agilent Technologies, Inc. $A Shares Sold by Checchi Capital Advisers LLC
Checchi Capital Advisers LLC lessened its position in shares of Agilent Technologies, Inc. (NYSE:A – Free Report) by 5.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
111 Capital Acquires New Shares in NMI Holdings Inc $NMIH
111 Capital acquired a new stake in NMI Holdings Inc (NASDAQ:NMIH – Free Report) in the second quarter, according to its most recent filing with the SEC. The fund acquired 5,066 shares of the financial services provider’s... More of this article »
Raub Brock Capital Management LP Has $7.25 Million Stock Position in Invesco NASDAQ 100 ETF $QQQM
Raub Brock Capital Management LP raised its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 2.4% during the second quarter, Holdings Channel reports. The firm owned 31,908 shares of the company’s... More of this article »
AdaptHealth Corp. $AHCO Shares Bought by Empirical Financial Services LLC d.b.a. Empirical Wealth Management
Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in AdaptHealth Corp. (NASDAQ:AHCO – Free Report) by 21.6% in the second quarter, according to its most recent filing with the Securities... More of this article »
Ameritas Advisory Services LLC Sells 1,617 Shares of iShares Russell Top 200 Growth ETF $IWY
Ameritas Advisory Services LLC reduced its position in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 55.1% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Ameritas Advisory Services LLC Lowers Stock Position in Analog Devices, Inc. $ADI
Ameritas Advisory Services LLC cut its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 12.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Northern Financial Advisors Inc Sells 106 Shares of Salesforce Inc. $CRM
Northern Financial Advisors Inc reduced its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 5.8% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,726 shares... More of this article »
Vestis Corporation (NYSE:VSTS) Receives $9.13 Average PT from Analysts
Vestis Corporation (NYSE:VSTS – Get Free Report) has been assigned an average recommendation of “Strong Sell” from the five brokerages that are covering the stock, Marketbeat reports. Three equities research analysts... More of this article »
Northern Financial Advisors Inc Sells 10 Shares of BlackRock $BLK
Northern Financial Advisors Inc lowered its position in shares of BlackRock (NYSE:BLK – Free Report) by 1.2% during the second quarter, HoldingsChannel reports. The fund owned 795 shares of the asset manager’s stock after... More of this article »
Abel Hall LLC Acquires New Stake in Best Buy Co., Inc. $BBY
Abel Hall LLC acquired a new stake in shares of Best Buy Co., Inc. (NYSE:BBY – Free Report) in the 2nd quarter, Holdings Channel reports. The institutional investor acquired 6,155 shares of the technology retailer’s stock,... More of this article »
Abel Hall LLC Buys 2,839 Shares of Bank of America Corporation $BAC
Abel Hall LLC raised its holdings in shares of Bank of America Corporation (NYSE:BAC) by 42.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,574... More of this article »
Hawkins, Inc. (NASDAQ:HWKN) Receives $162.50 Consensus PT from Analysts
Shares of Hawkins, Inc. (NASDAQ:HWKN – Get Free Report) have received an average recommendation of “Moderate Buy” from the five research firms that are presently covering the stock, Marketbeat Ratings reports. Two... More of this article »
Mirae Asset Global Investments Co. Ltd. Cuts Position in Repligen Corporation $RGEN
Mirae Asset Global Investments Co. Ltd. lessened its holdings in Repligen Corporation (NASDAQ:RGEN – Free Report) by 1.0% during the second quarter, Holdings Channel.com reports. The institutional investor owned 29,522 shares... More of this article »
Lakeshore Capital Group Inc. Reduces Stock Position in Digital Realty Trust, Inc. $DLR
Lakeshore Capital Group Inc. trimmed its position in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 5.5% in the second quarter, Holdings Channel.com reports. The fund owned 3,743 shares of the real estate investment... More of this article »
NBT Bank N A NY Decreases Position in Chevron Corporation $CVX
NBT Bank N A NY cut its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 1.8% 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 »
Advanced Drainage Systems, Inc. $WMS Position Boosted by Mirova US LLC
Mirova US LLC grew its holdings in shares of Advanced Drainage Systems, Inc. (NYSE:WMS – Free Report) by 2.6% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 708,310 shares of the construction company’s... More of this article »
Triasima Portfolio Management inc. Takes $2.34 Million Position in Ferrovial SE $FER
Triasima Portfolio Management inc. acquired a new stake in shares of Ferrovial SE (NASDAQ:FER – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Thermo Fisher Scientific Inc. $TMO Shares Sold by Mirova US LLC
Mirova US LLC cut its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 12.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 687,066... More of this article »
Triasima Portfolio Management inc. Takes Position in Millicom International Cellular SA $TIGO
Triasima Portfolio Management inc. acquired a new stake in Millicom International Cellular SA (NASDAQ:TIGO – Free Report) during the second quarter, according to its most recent Form 13F filing with the SEC. The fund acquired... More of this article »
FT Vest U.S. Equity Moderate Buffer ETF – January $GJAN is REAP Financial Group LLC’s 4th Largest Position
REAP Financial Group LLC decreased its stake in shares of FT Vest U.S. Equity Moderate Buffer ETF – January (BATS:GJAN – Free Report) by 20.4% during the second quarter, HoldingsChannel reports. The firm owned 554,968... More of this article »
Serica Energy (LON:SQZ) Stock Price Down 10.4% – Here’s What Happened
Serica Energy plc (LON:SQZ – Get Free Report) fell 10.4% during mid-day trading on Wednesday . The stock traded as low as GBX 182 ($2.44) and last traded at GBX 191.35 ($2.57). 69,947,250 shares changed hands during trading,... More of this article »
Serica Energy (LON:SQZ) Stock Price Down 10.9% – What’s Next?
Serica Energy plc (LON:SQZ – Get Free Report) shares traded down 10.9% during mid-day trading on Wednesday . The company traded as low as GBX 182 ($2.44) and last traded at GBX 190.20 ($2.55). 69,815,070 shares changed hands... More of this article »
Reviewing KE (NYSE:BEKE) and Options Media Group (OTCMKTS:OPMG)
Options Media Group (OTCMKTS:OPMG – Get Free Report) and KE (NYSE:BEKE – Get Free Report) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength... More of this article »
Toy Stocks To Consider – October 5th
Mattel, Hasbro, and Toyota Motor are the three Toy stocks to watch today, according to MarketBeat’s stock screener tool. “Toy stocks” are small- or micro-cap shares—often low-priced and thinly traded—that investors... More of this article »
SPDR Portfolio Short Term Treasury ETF $SPTS Shares Sold by Prime Capital Investment Advisors LLC
Prime Capital Investment Advisors LLC reduced its position in shares of SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 7.9% during the second quarter, HoldingsChannel reports. The firm owned 120,575... More of this article »