Home » Author Archive

Image for Kimelman & Baird LLC Buys Shares of 40,384 Eli Lilly and Company $LLY

Kimelman & Baird LLC Buys Shares of 40,384 Eli Lilly and Company $LLY

Kimelman & Baird LLC purchased a new position in shares of Eli Lilly and Company (NYSE:LLY – 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 »
Image for Omada Health (NASDAQ:OMDA) CFO Sells $27,700.00 in Stock

Omada Health (NASDAQ:OMDA) CFO Sells $27,700.00 in Stock

Omada Health, Inc. (NASDAQ:OMDA – Get Free Report) CFO Steven Cook sold 1,108 shares of the firm’s stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $25.00, for a total value of... More of this article »
Image for MJP Associates Inc. ADV Takes $3.13 Million Position in Tesla, Inc. $TSLA

MJP Associates Inc. ADV Takes $3.13 Million Position in Tesla, Inc. $TSLA

MJP Associates Inc. ADV purchased a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 7,448 shares of... More of this article »
Image for Paralel Advisors LLC Invests $106.49 Million in Caterpillar Inc. $CAT

Paralel Advisors LLC Invests $106.49 Million in Caterpillar Inc. $CAT

Paralel Advisors LLC acquired a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund acquired 100,000 shares of the... More of this article »
Image for SGL Investment Advisors Inc. Acquires New Stake in Caterpillar Inc. $CAT

SGL Investment Advisors Inc. Acquires New Stake in Caterpillar Inc. $CAT

SGL Investment Advisors Inc. bought a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for 90,864 Shares in Micron Technology, Inc. $MU Purchased by Sanctuary Advisors LLC

90,864 Shares in Micron Technology, Inc. $MU Purchased by Sanctuary Advisors LLC

Sanctuary Advisors LLC bought a new position in Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 90,864 shares of the... More of this article »
Image for 6,961 Shares in Broadcom Inc. $AVGO Purchased by Madison Wealth Partners Inc

6,961 Shares in Broadcom Inc. $AVGO Purchased by Madison Wealth Partners Inc

Madison Wealth Partners Inc acquired a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for United Bank Buys New Shares in Tesla, Inc. $TSLA

United Bank Buys New Shares in Tesla, Inc. $TSLA

United Bank purchased a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image for 4,157 Shares in Caterpillar Inc. $CAT Acquired by Silvant Capital Management LLC

4,157 Shares in Caterpillar Inc. $CAT Acquired by Silvant Capital Management LLC

Silvant Capital Management LLC bought a new position in Caterpillar Inc. (NYSE:CAT – Free Report) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor bought 4,157 shares of the... More of this article »
Image for 1,787 Shares in Tesla, Inc. $TSLA Acquired by SGL Investment Advisors Inc.

1,787 Shares in Tesla, Inc. $TSLA Acquired by SGL Investment Advisors Inc.

SGL Investment Advisors Inc. purchased a new stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Vanguard Total International Stock ETF $VXUS Stock Position Increased by Mayport LLC

Vanguard Total International Stock ETF $VXUS Stock Position Increased by Mayport LLC

Mayport LLC increased its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 9.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Vanguard FTSE Developed Markets ETF $VEA Position Boosted by Mayport LLC

Vanguard FTSE Developed Markets ETF $VEA Position Boosted by Mayport LLC

Mayport LLC increased its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 9.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for 17,991 Shares in First Trust Enhanced Short Maturity ETF $FTSM Bought by Paragon Private Wealth Management LLC

17,991 Shares in First Trust Enhanced Short Maturity ETF $FTSM Bought by Paragon Private Wealth Management LLC

Paragon Private Wealth Management LLC acquired a new position in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) in the second quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Heidmar Maritime (NASDAQ:HMR) Cut to “Strong Sell” at Zacks Research

Heidmar Maritime (NASDAQ:HMR) Cut to “Strong Sell” at Zacks Research

Heidmar Maritime (NASDAQ:HMR – Get Free Report) was downgraded by stock analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research note issued on Tuesday, Zacks reports. Other... More of this article »
Image for USA Rare Earth (NASDAQ:USAR) Now Covered by Analysts at Jefferies Financial Group

USA Rare Earth (NASDAQ:USAR) Now Covered by Analysts at Jefferies Financial Group

Equities researchers at Jefferies Financial Group assumed coverage on shares of USA Rare Earth (NASDAQ:USAR – Get Free Report) in a note issued to investors on Wednesday, MarketBeat Ratings reports. The brokerage set a “buy”... More of this article »
Image for Orion Capital Management LLC Has $2.45 Million Holdings in State Street SPDR Portfolio S&P 500 ETF $SPYM

Orion Capital Management LLC Has $2.45 Million Holdings in State Street SPDR Portfolio S&P 500 ETF $SPYM

Orion Capital Management LLC raised its position in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 209.3% in the second quarter, HoldingsChannel reports. The fund owned 27,856 shares... More of this article »
Image for Nykredit A S Takes Position in Alibaba Group Holding Limited $BABA

Nykredit A S Takes Position in Alibaba Group Holding Limited $BABA

Nykredit A S acquired a new position in Alibaba Group Holding Limited (NYSE:BABA – Free Report) in the 2nd quarter, Holdings Channel.com reports. The firm acquired 525,284 shares of the specialty retailer’s stock, valued... More of this article »
Image for Nykredit A S Purchases New Stake in Cummins Inc. $CMI

Nykredit A S Purchases New Stake in Cummins Inc. $CMI

Nykredit A S purchased a new stake in shares of Cummins Inc. (NYSE:CMI – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 66,452... More of this article »
Image for Invesco New York AMT-Free Municipal Bond ETF (NYSEARCA:PZT) Short Interest Update

Invesco New York AMT-Free Municipal Bond ETF (NYSEARCA:PZT) Short Interest Update

Invesco New York AMT-Free Municipal Bond ETF (NYSEARCA:PZT – Get Free Report) was the recipient of a significant decrease in short interest in the month of August. As of August 14th, there was short interest totaling 4,992 shares,... More of this article »
Image for Entain (OTCMKTS:GMVHY) Upgraded by Kepler Capital Markets to “Strong-Buy” Rating

Entain (OTCMKTS:GMVHY) Upgraded by Kepler Capital Markets to “Strong-Buy” Rating

Entain (OTCMKTS:GMVHY – Get Free Report) was upgraded by equities researchers at Kepler Capital Markets from a “hold” rating to a “strong-buy” rating in a research note issued on Tuesday, Zacks reports. Separately,... More of this article »
Image for Tranquilli Financial Advisor LLC Purchases 11,518 Shares of Vanguard Communication Services ETF $VOX

Tranquilli Financial Advisor LLC Purchases 11,518 Shares of Vanguard Communication Services ETF $VOX

Tranquilli Financial Advisor LLC raised its holdings in shares of Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 182.5% during the 2nd quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Nykredit A S Takes Position in Western Digital Corporation $WDC

Nykredit A S Takes Position in Western Digital Corporation $WDC

Nykredit A S purchased a new stake in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Madison Square Garden (NYSE:MSGS) & Warner Music Group (NASDAQ:WMG) Head-To-Head Contrast

Madison Square Garden (NYSE:MSGS) & Warner Music Group (NASDAQ:WMG) Head-To-Head Contrast

Warner Music Group (NASDAQ:WMG – Get Free Report) and Madison Square Garden (NYSE:MSGS – Get Free Report) are both communication services companies, but which is the superior investment? We will compare the two companies... More of this article »
Image for Two Sigma Securities LLC Sells 22,373 Shares of Otis Worldwide Corporation $OTIS

Two Sigma Securities LLC Sells 22,373 Shares of Otis Worldwide Corporation $OTIS

Two Sigma Securities LLC trimmed its stake in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 79.7% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Van ECK Associates Corp Boosts Stock Holdings in Ionis Pharmaceuticals, Inc. $IONS

Van ECK Associates Corp Boosts Stock Holdings in Ionis Pharmaceuticals, Inc. $IONS

Van ECK Associates Corp grew its holdings in Ionis Pharmaceuticals, Inc. (NASDAQ:IONS – Free Report) by 83.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Wellington Management Group LLP Sells 12,389 Shares of Enpro Inc. $NPO

Wellington Management Group LLP Sells 12,389 Shares of Enpro Inc. $NPO

Wellington Management Group LLP lessened its holdings in Enpro Inc. (NYSE:NPO – Free Report) by 6.7% during the second quarter, Holdings Channel.com reports. The firm owned 173,057 shares of the industrial products company’s... More of this article »
Image for Van ECK Associates Corp Takes $5.84 Million Position in Johnson Controls International plc $JCI

Van ECK Associates Corp Takes $5.84 Million Position in Johnson Controls International plc $JCI

Van ECK Associates Corp bought a new stake in Johnson Controls International plc (NYSE:JCI – Free Report) during the second quarter, HoldingsChannel.com reports. The institutional investor bought 39,975 shares of the company’s... More of this article »
Image for UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Decreases Stake in Brixmor Property Group Inc. $BRX

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Decreases Stake in Brixmor Property Group Inc. $BRX

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC cut its stake in shares of Brixmor Property Group Inc. (NYSE:BRX – Free Report) by 1.7% during the second quarter, according to the company in its most recent... More of this article »
Image for Northwestern Mutual Wealth Management Co. Has $15.91 Million Holdings in Medtronic PLC $MDT

Northwestern Mutual Wealth Management Co. Has $15.91 Million Holdings in Medtronic PLC $MDT

Northwestern Mutual Wealth Management Co. cut its holdings in Medtronic PLC (NYSE:MDT – Free Report) by 11.2% 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 Westaim (OTCMKTS:WEDXF) Shares Gap Up   – Here’s What Happened

Westaim (OTCMKTS:WEDXF) Shares Gap Up – Here’s What Happened

Westaim Corp. (OTCMKTS:WEDXF – Get Free Report) gapped up before the market opened on Tuesday . The stock had previously closed at $14.02, but opened at $15.41. Westaim shares last traded at $15.41, with a volume of 100 shares.... More of this article »
Image for MTN Group (OTCMKTS:MTNOY) Shares Gap Up   – Should You Buy?

MTN Group (OTCMKTS:MTNOY) Shares Gap Up – Should You Buy?

MTN Group Ltd. (OTCMKTS:MTNOY – Get Free Report) gapped up prior to trading on Tuesday . The stock had previously closed at $11.67, but opened at $12.28. MTN Group shares last traded at $12.27, with a volume of 1,705 shares traded.... More of this article »
Image for BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE) Sets New 52-Week Low  – Here’s Why

BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE) Sets New 52-Week Low – Here’s Why

BondBloxx Bloomberg One Year Target Duration US Treasury ETF (NYSEARCA:XONE – Get Free Report) reached a new 52-week low during trading on Tuesday . The company traded as low as $49.18 and last traded at $49.1850, with a volume... More of this article »
Image for TFS Financial (NASDAQ:TFSL) CFO Sells $10,800.00 in Stock

TFS Financial (NASDAQ:TFSL) CFO Sells $10,800.00 in Stock

TFS Financial Corporation (NASDAQ:TFSL – Get Free Report) CFO Meredith Weil sold 600 shares of the stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $18.00, for a total transaction... More of this article »
Image for Soltis Investment Advisors LLC Grows Holdings in JPMorgan Chase & Co. $JPM

Soltis Investment Advisors LLC Grows Holdings in JPMorgan Chase & Co. $JPM

Soltis Investment Advisors LLC increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 10.5% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 36,052... More of this article »
Image for Natural Investments LLC Lowers Position in Shinhan Financial Group Co Ltd $SHG

Natural Investments LLC Lowers Position in Shinhan Financial Group Co Ltd $SHG

Natural Investments LLC decreased its stake in shares of Shinhan Financial Group Co Ltd (NYSE:SHG – Free Report) by 88.0% in the second quarter, Holdings Channel.com reports. The fund owned 3,477 shares of the bank’s stock... More of this article »
Image for Quantitative Investment Management LLC Decreases Position in Centrus Energy Corp. $LEU

Quantitative Investment Management LLC Decreases Position in Centrus Energy Corp. $LEU

Quantitative Investment Management LLC cut its holdings in Centrus Energy Corp. (NYSE:LEU – Free Report) by 70.6% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 1,511 shares of the company’s stock after... More of this article »
Image for Albemarle Corporation $ALB Shares Bought by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Albemarle Corporation $ALB Shares Bought by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in shares of Albemarle Corporation (NYSE:ALB – Free Report) by 25.5% during the 2nd quarter, according to its most recent Form 13F filing... More of this article »
Image for UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Raises Stock Position in Ally Financial Inc. $ALLY

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Raises Stock Position in Ally Financial Inc. $ALLY

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Ally Financial Inc. (NYSE:ALLY – Free Report) by 2.9% in the 2nd quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $43.70 Million Position in Toll Brothers Inc. $TOL

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $43.70 Million Position in Toll Brothers Inc. $TOL

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Toll Brothers Inc. (NYSE:TOL – Free Report) by 8.9% in the 2nd quarter, according to the company in its most recent Form 13F... More of this article »
Image for Head-To-Head Contrast: Viridien (OTCMKTS:CGGYY) vs. Calfrac Well Services (OTCMKTS:CFWFF)

Head-To-Head Contrast: Viridien (OTCMKTS:CGGYY) vs. Calfrac Well Services (OTCMKTS:CFWFF)

Viridien (OTCMKTS:CGGYY – Get Free Report) and Calfrac Well Services (OTCMKTS:CFWFF – Get Free Report) are both energy companies, but which is the superior business? We will contrast the two companies based on the strength... More of this article »
Image for 34,043 Shares in Pacer PE/VC ETF $PEVC Acquired by Nwam LLC

34,043 Shares in Pacer PE/VC ETF $PEVC Acquired by Nwam LLC

Nwam LLC bought a new stake in Pacer PE/VC ETF (NYSEARCA:PEVC – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Nwam LLC Has $962,000 Stock Position in Nucor Corporation $NUE

Nwam LLC Has $962,000 Stock Position in Nucor Corporation $NUE

Nwam LLC grew its position in Nucor Corporation (NYSE:NUE – Free Report) by 173.1% in the second quarter, Holdings Channel.com reports. The fund owned 4,320 shares of the basic materials company’s stock after buying an... More of this article »
Image for Susquehanna Fundamental Investments LLC Purchases Shares of 9,412 Home Bancorp, Inc. $HBCP

Susquehanna Fundamental Investments LLC Purchases Shares of 9,412 Home Bancorp, Inc. $HBCP

Susquehanna Fundamental Investments LLC purchased a new position in Home Bancorp, Inc. (NASDAQ:HBCP – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Vanguard Canadian Aggregate Bond Index ETF (TSE:VAB) Hits New 52-Week Low  – Should You Sell?

Vanguard Canadian Aggregate Bond Index ETF (TSE:VAB) Hits New 52-Week Low – Should You Sell?

Vanguard Canadian Aggregate Bond Index ETF (TSE:VAB – Get Free Report) hit a new 52-week low during mid-day trading on Tuesday . The stock traded as low as C$22.47 and last traded at C$22.49, with a volume of 32532 shares trading... More of this article »
Image for The Manufacturers Life Insurance Company Reduces Holdings in Conagra Brands $CAG

The Manufacturers Life Insurance Company Reduces Holdings in Conagra Brands $CAG

The Manufacturers Life Insurance Company reduced its stake in Conagra Brands (NYSE:CAG – Free Report) by 68.5% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Head-To-Head Review: Betterware de Mexico SAPI de C (BWMX) versus Its Competitors

Head-To-Head Review: Betterware de Mexico SAPI de C (BWMX) versus Its Competitors

Betterware de Mexico SAPI de C (NYSE:BWMX – Get Free Report) is one of 55 public companies in the “Personal Care Products” industry, but how does it weigh in compared to its peers? We will compare Betterware de Mexico... More of this article »
Image for Empowered Funds LLC Sells 6,199 Shares of Wabtec $WAB

Empowered Funds LLC Sells 6,199 Shares of Wabtec $WAB

Empowered Funds LLC lowered its stake in shares of Wabtec (NYSE:WAB – Free Report) by 38.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Wellington Management Group LLP Makes New $83.38 Million Investment in Blackstone Digital Infrastructure Trust Inc. $BXDC

Wellington Management Group LLP Makes New $83.38 Million Investment in Blackstone Digital Infrastructure Trust Inc. $BXDC

Wellington Management Group LLP purchased a new position in shares of Blackstone Digital Infrastructure Trust Inc. (NYSE:BXDC – Free Report) during the second quarter, according to the company in its most recent disclosure with... More of this article »
Image for Madison Wealth Partners Inc Buys New Stake in Costco Wholesale Corporation $COST

Madison Wealth Partners Inc Buys New Stake in Costco Wholesale Corporation $COST

Madison Wealth Partners Inc purchased a new position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Sumitomo Life Insurance Co. Makes New Investment in Costco Wholesale Corporation $COST

Sumitomo Life Insurance Co. Makes New Investment in Costco Wholesale Corporation $COST

Sumitomo Life Insurance Co. bought a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »