Home » Author Archive

Image for Vertrix Wealth Management LLC Invests $6.50 Million in Walmart Inc. $WMT

Vertrix Wealth Management LLC Invests $6.50 Million in Walmart Inc. $WMT

Vertrix Wealth Management LLC purchased a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for USS Investment Management Ltd Buys 1,881 Shares of ARM Holdings PLC Sponsored ADR $ARM

USS Investment Management Ltd Buys 1,881 Shares of ARM Holdings PLC Sponsored ADR $ARM

USS Investment Management Ltd boosted its stake in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) by 6.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 30,229... More of this article »
Image for BCE (TSE:BCE) Sets New 12-Month Low  – Time to Sell?

BCE (TSE:BCE) Sets New 12-Month Low – Time to Sell?

BCE Inc. (TSE:BCE – Get Free Report) (NYSE:BCE) hit a new 52-week low during trading on Thursday . The stock traded as low as C$30.03 and last traded at C$30.15, with a volume of 4384668 shares. The stock had previously closed... More of this article »
Image for Simon Property Group, Inc. $SPG Shares Purchased by QRG Capital Management Inc.

Simon Property Group, Inc. $SPG Shares Purchased by QRG Capital Management Inc.

QRG Capital Management Inc. boosted its stake in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 2.2% in the 1st quarter, Holdings Channel reports. The firm owned 122,633 shares of the real estate investment trust’s... More of this article »
Image for Hellenic Telecom Organization (OTCMKTS:HLTOY) Shares Gap Down   – Here’s What Happened

Hellenic Telecom Organization (OTCMKTS:HLTOY) Shares Gap Down – Here’s What Happened

Hellenic Telecom Organization SA (OTCMKTS:HLTOY – Get Free Report)’s share price gapped down before the market opened on Thursday . The stock had previously closed at $11.31, but opened at $10.95. Hellenic Telecom Organization... More of this article »
Image for AST SpaceMobile (NASDAQ:ASTS)  Shares Down 1.1%   – What’s Next?

AST SpaceMobile (NASDAQ:ASTS) Shares Down 1.1% – What’s Next?

AST SpaceMobile, Inc. (NASDAQ:ASTS – Get Free Report)’s stock price fell 1.1% during mid-day trading on Thursday . The stock traded as low as $81.85 and last traded at $85.13. Approximately 15,744,509 shares changed hands... More of this article »
Image for QRG Capital Management Inc. Increases Stock Holdings in Texas Instruments Incorporated $TXN

QRG Capital Management Inc. Increases Stock Holdings in Texas Instruments Incorporated $TXN

QRG Capital Management Inc. boosted its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 20.7% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Turtle Creek Wealth Advisors LLC Makes New $867,000 Investment in Marsh & McLennan Companies, Inc. $MRSH

Turtle Creek Wealth Advisors LLC Makes New $867,000 Investment in Marsh & McLennan Companies, Inc. $MRSH

Turtle Creek Wealth Advisors LLC purchased a new stake in shares of Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Keybank National Association OH Boosts Stake in Spotify Technology $SPOT

Keybank National Association OH Boosts Stake in Spotify Technology $SPOT

Keybank National Association OH lifted its stake in shares of Spotify Technology (NYSE:SPOT – Free Report) by 4,035.1% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 35,479 shares of the company’s... More of this article »
Image for Luckin Coffee (OTCMKTS:LKNCY) Shares Up 6.5%  – Time to Buy?

Luckin Coffee (OTCMKTS:LKNCY) Shares Up 6.5% – Time to Buy?

Shares of Luckin Coffee Inc. Sponsored ADR (OTCMKTS:LKNCY – Get Free Report) rose 6.5% during mid-day trading on Thursday . The stock traded as high as $31.00 and last traded at $30.92. 966,635 shares were traded during mid-day... More of this article »
Image for Wealthstar Advisors LLC Takes Position in Keysight Technologies Inc. $KEYS

Wealthstar Advisors LLC Takes Position in Keysight Technologies Inc. $KEYS

Wealthstar Advisors LLC purchased a new stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Lafayette Investments Inc. Trims Stake in Starbucks Corporation $SBUX

Lafayette Investments Inc. Trims Stake in Starbucks Corporation $SBUX

Lafayette Investments Inc. lessened its stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 9.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for Y Intercept Hong Kong Ltd Sells 255,427 Shares of Bank of America Corporation $BAC

Y Intercept Hong Kong Ltd Sells 255,427 Shares of Bank of America Corporation $BAC

Y Intercept Hong Kong Ltd trimmed its holdings in Bank of America Corporation (NYSE:BAC) by 61.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Y Intercept Hong Kong Ltd Purchases Shares of 97,374 Starbucks Corporation $SBUX

Y Intercept Hong Kong Ltd Purchases Shares of 97,374 Starbucks Corporation $SBUX

Y Intercept Hong Kong Ltd purchased a new position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Y Intercept Hong Kong Ltd Takes $7.93 Million Position in Packaging Corporation of America $PKG

Y Intercept Hong Kong Ltd Takes $7.93 Million Position in Packaging Corporation of America $PKG

Y Intercept Hong Kong Ltd bought a new position in Packaging Corporation of America (NYSE:PKG – Free Report) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for WBH Advisory Inc. Grows Holdings in iShares Short Duration Bond Active ETF $NEAR

WBH Advisory Inc. Grows Holdings in iShares Short Duration Bond Active ETF $NEAR

WBH Advisory Inc. increased its stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) by 7.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Y Intercept Hong Kong Ltd Acquires 2,008 Shares of Ralph Lauren Corporation $RL

Y Intercept Hong Kong Ltd Acquires 2,008 Shares of Ralph Lauren Corporation $RL

Y Intercept Hong Kong Ltd lifted its holdings in shares of Ralph Lauren Corporation (NYSE:RL – Free Report) by 9.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Lodestar Private Asset Management LLC Buys 41,282 Shares of Vanguard FTSE Emerging Markets ETF $VWO

Lodestar Private Asset Management LLC Buys 41,282 Shares of Vanguard FTSE Emerging Markets ETF $VWO

Lodestar Private Asset Management LLC lifted its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 16.9% during the first quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Global X SuperDividend REIT ETF (SRET) to Distribute Monthly Dividend of $0.15 on July 13th

Global X SuperDividend REIT ETF (SRET) to Distribute Monthly Dividend of $0.15 on July 13th

Global X SuperDividend REIT ETF (NASDAQ:SRET – Get Free Report) announced a monthly dividend on Thursday, July 2nd, NASDAQ Dividends reports. Stockholders of record on Monday, July 6th will be given a dividend of 0.153 per share... More of this article »
Image for Y Intercept Hong Kong Ltd Grows Stock Holdings in Inspire Medical Systems, Inc. $INSP

Y Intercept Hong Kong Ltd Grows Stock Holdings in Inspire Medical Systems, Inc. $INSP

Y Intercept Hong Kong Ltd raised its holdings in shares of Inspire Medical Systems, Inc. (NYSE:INSP – Free Report) by 124.1% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for World Investment Advisors Buys 41,222 Shares of ALPS | Smith Core Plus Bond ETF $SMTH

World Investment Advisors Buys 41,222 Shares of ALPS | Smith Core Plus Bond ETF $SMTH

World Investment Advisors grew its stake in shares of ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH – Free Report) by 10.4% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Nixon Peabody Trust Co. Sells 19,197 Shares of Thermo Fisher Scientific Inc. $TMO

Nixon Peabody Trust Co. Sells 19,197 Shares of Thermo Fisher Scientific Inc. $TMO

Nixon Peabody Trust Co. cut its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 61.2% in the 1st quarter, HoldingsChannel.com reports. The firm owned 12,192 shares of the medical research company’s... More of this article »
Image for QRG Capital Management Inc. Purchases 16,158 Shares of Duke Energy Corporation $DUK

QRG Capital Management Inc. Purchases 16,158 Shares of Duke Energy Corporation $DUK

QRG Capital Management Inc. raised its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 10.7% during the first quarter, HoldingsChannel.com reports. The fund owned 167,059 shares of the utilities provider’s... More of this article »
Image for Syntegra Private Wealth Group LLC Buys Shares of 844,698 Fidelity Total Bond ETF $FBND

Syntegra Private Wealth Group LLC Buys Shares of 844,698 Fidelity Total Bond ETF $FBND

Syntegra Private Wealth Group LLC bought a new stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Zoetis (NYSE:ZTS) Stock Bought Rep. Gilbert Ray Cisneros, Jr.

Zoetis (NYSE:ZTS) Stock Bought Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Zoetis Inc. (NYSE:ZTS). In a filing disclosed on July 02nd, the Representative disclosed that they had bought between $1,001 and $15,000 in... More of this article »
Image for Vanguard Real Estate ETF $VNQ is Osborne Partners Capital Management LLC’s 7th Largest Position

Vanguard Real Estate ETF $VNQ is Osborne Partners Capital Management LLC’s 7th Largest Position

Osborne Partners Capital Management LLC raised its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 6.9% during the first quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image for Fjarde AP Fonden Fourth Swedish National Pension Fund Has $19.72 Million Position in Cognizant Technology Solutions Corporation $CTSH

Fjarde AP Fonden Fourth Swedish National Pension Fund Has $19.72 Million Position in Cognizant Technology Solutions Corporation $CTSH

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its position in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH – Free Report) by 57.1% during the first quarter, HoldingsChannel reports. The firm... More of this article »
Image for Seagate Technology Holdings PLC $STX Stock Position Raised by Fjarde AP Fonden Fourth Swedish National Pension Fund

Seagate Technology Holdings PLC $STX Stock Position Raised by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in shares of Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 59.1% during the first quarter, according to the company in its most recent... More of this article »
Image for WBH Advisory Inc. Reduces Stock Position in Vanguard Industrials ETF $VIS

WBH Advisory Inc. Reduces Stock Position in Vanguard Industrials ETF $VIS

WBH Advisory Inc. cut its holdings in Vanguard Industrials ETF (NYSEARCA:VIS – Free Report) by 13.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Vivid Wealth Management LLC Decreases Stock Position in GE Aerospace $GE

Vivid Wealth Management LLC Decreases Stock Position in GE Aerospace $GE

Vivid Wealth Management LLC trimmed its position in shares of GE Aerospace (NYSE:GE – Free Report) by 17.2% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image for Corpay, Inc $CPAY Shares Acquired by USS Investment Management Ltd

Corpay, Inc $CPAY Shares Acquired by USS Investment Management Ltd

USS Investment Management Ltd raised its holdings in shares of Corpay, Inc (NYSE:CPAY – Free Report) by 13.0% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for 46,000 Shares in Option Care Health, Inc. $OPCH Bought by Louisiana State Employees Retirement System

46,000 Shares in Option Care Health, Inc. $OPCH Bought by Louisiana State Employees Retirement System

Louisiana State Employees Retirement System bought a new position in Option Care Health, Inc. (NASDAQ:OPCH – Free Report) during the 1st quarter, Holdings Channel.com reports. The institutional investor bought 46,000 shares... More of this article »
Image for Louisiana State Employees Retirement System Buys Shares of 21,000 Prestige Consumer Healthcare Inc. $PBH

Louisiana State Employees Retirement System Buys Shares of 21,000 Prestige Consumer Healthcare Inc. $PBH

Louisiana State Employees Retirement System bought a new stake in Prestige Consumer Healthcare Inc. (NYSE:PBH – Free Report) during the 1st quarter, Holdings Channel reports. The firm bought 21,000 shares of the company’s... More of this article »
Image for Y Intercept Hong Kong Ltd Invests $7.31 Million in Annexon, Inc. $ANNX

Y Intercept Hong Kong Ltd Invests $7.31 Million in Annexon, Inc. $ANNX

Y Intercept Hong Kong Ltd acquired a new stake in Annexon, Inc. (NASDAQ:ANNX – Free Report) during the first quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 1,319,913 shares... More of this article »
Image for Financial Lp Hrt Purchases 25,791 Shares of Digital Ally (NASDAQ:KUST) Stock

Financial Lp Hrt Purchases 25,791 Shares of Digital Ally (NASDAQ:KUST) Stock

Digital Ally, Inc. (NASDAQ:KUST – Get Free Report) major shareholder Financial Lp Hrt acquired 25,791 shares of Digital Ally stock in a transaction that occurred on Tuesday, June 30th. The shares were purchased at an average... More of this article »
Image for Microsoft (NASDAQ:MSFT) Stock Sold Rep. Gilbert Ray Cisneros, Jr.

Microsoft (NASDAQ:MSFT) Stock Sold Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Microsoft Corporation (NASDAQ:MSFT). In a filing disclosed on July 02nd, the Representative disclosed that they had sold between $15,001 and $50,000... More of this article »
Image for Yusheng Han Buys 111,110 Shares of Burning Rock Biotech (NASDAQ:BNR) Stock

Yusheng Han Buys 111,110 Shares of Burning Rock Biotech (NASDAQ:BNR) Stock

Burning Rock Biotech Limited Sponsored ADR (NASDAQ:BNR – Get Free Report) Director Yusheng Han acquired 111,110 shares of the stock in a transaction on Tuesday, June 16th. The shares were purchased at an average cost of $9.00... More of this article »
Image for New England Capital Financial Advisors LLC Has $10.32 Million Stake in SPDR Portfolio S&P 500 Growth ETF $SPYG

New England Capital Financial Advisors LLC Has $10.32 Million Stake in SPDR Portfolio S&P 500 Growth ETF $SPYG

New England Capital Financial Advisors LLC lowered its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 7.2% in the first quarter, HoldingsChannel.com reports. The fund owned 105,439 shares... More of this article »
Image for PAX Financial Group LLC Takes Position in Invesco AAA CLO Floating Rate Note ETF $ICLO

PAX Financial Group LLC Takes Position in Invesco AAA CLO Floating Rate Note ETF $ICLO

PAX Financial Group LLC purchased a new position in shares of Invesco AAA CLO Floating Rate Note ETF (BATS:ICLO – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for 26,487 Shares in Core Scientific, Inc. $CORZ Acquired by Patten Group Inc.

26,487 Shares in Core Scientific, Inc. $CORZ Acquired by Patten Group Inc.

Patten Group Inc. bought a new stake in Core Scientific, Inc. (NASDAQ:CORZ – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 26,487... More of this article »
Image for Keybank National Association OH Reduces Stock Holdings in CMS Energy Corporation $CMS

Keybank National Association OH Reduces Stock Holdings in CMS Energy Corporation $CMS

Keybank National Association OH lessened its position in shares of CMS Energy Corporation (NYSE:CMS – Free Report) by 4.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV) Short Interest Down 35.0% in June

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV) Short Interest Down 35.0% in June

BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV – Get Free Report) was the target of a significant decline in short interest in the month of June. As of June 15th, there was short interest totaling... More of this article »
Image for AAC Technologies (OTCMKTS:AACAY) Shares Gap Down   – Time to Sell?

AAC Technologies (OTCMKTS:AACAY) Shares Gap Down – Time to Sell?

AAC Technologies Holdings Inc. (OTCMKTS:AACAY – Get Free Report)’s share price gapped down before the market opened on Thursday . The stock had previously closed at $5.47, but opened at $5.19. AAC Technologies shares last... More of this article »
Image for ProShares Short High Yield (NYSEARCA:SJB) Short Interest Down 37.6% in June

ProShares Short High Yield (NYSEARCA:SJB) Short Interest Down 37.6% in June

ProShares Short High Yield (NYSEARCA:SJB – 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 77,732 shares, a drop of 37.6% from... More of this article »
Image for HUTCHMED (NASDAQ:HCM) Stock Price Up 6.6%  – Should You Buy?

HUTCHMED (NASDAQ:HCM) Stock Price Up 6.6% – Should You Buy?

Shares of HUTCHMED (China) Limited Sponsored ADR (NASDAQ:HCM – Get Free Report) traded up 6.6% during mid-day trading on Thursday . The company traded as high as $11.64 and last traded at $11.4960. 48,063 shares traded hands... More of this article »
Image for Tensor Edge Capital LLC Acquires New Position in Entegris, Inc. $ENTG

Tensor Edge Capital LLC Acquires New Position in Entegris, Inc. $ENTG

Tensor Edge Capital LLC acquired a new stake in Entegris, Inc. (NASDAQ:ENTG – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 129,100... More of this article »
Image for QRG Capital Management Inc. Reduces Stock Holdings in Amphenol Corporation $APH

QRG Capital Management Inc. Reduces Stock Holdings in Amphenol Corporation $APH

QRG Capital Management Inc. reduced its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 14.3% in the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for QRG Capital Management Inc. Acquires 7,798 Shares of Snap-On Incorporated $SNA

QRG Capital Management Inc. Acquires 7,798 Shares of Snap-On Incorporated $SNA

QRG Capital Management Inc. increased its holdings in shares of Snap-On Incorporated (NYSE:SNA – Free Report) by 9.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Thermo Fisher Scientific Inc. $TMO Shares Acquired by Simplify Asset Management Inc.

Thermo Fisher Scientific Inc. $TMO Shares Acquired by Simplify Asset Management Inc.

Simplify Asset Management Inc. boosted its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 276.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Image for Simplify Asset Management Inc. Decreases Position in Eyepoint Pharmaceuticals, Inc. $EYPT

Simplify Asset Management Inc. Decreases Position in Eyepoint Pharmaceuticals, Inc. $EYPT

Simplify Asset Management Inc. cut its holdings in Eyepoint Pharmaceuticals, Inc. (NASDAQ:EYPT – Free Report) by 13.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »