Home » Author Archive

Image for Twin Capital Management Inc. Has $3.16 Million Position in The TJX Companies, Inc. $TJX

Twin Capital Management Inc. Has $3.16 Million Position in The TJX Companies, Inc. $TJX

Twin Capital Management Inc. boosted its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 46.5% in the 1st quarter, Holdings Channel.com reports. The firm owned 19,768 shares of the apparel and home... More of this article »
Image for iShares MSCI EAFE ETF $EFA is Midwest Professional Planners LTD.’s 5th Largest Position

iShares MSCI EAFE ETF $EFA is Midwest Professional Planners LTD.’s 5th Largest Position

Midwest Professional Planners LTD. boosted its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 58.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Omnicom Group Inc. $OMC Shares Acquired by Principal Financial Group Inc.

Omnicom Group Inc. $OMC Shares Acquired by Principal Financial Group Inc.

Principal Financial Group Inc. boosted its position in Omnicom Group Inc. (NYSE:OMC – Free Report) by 1.5% in the first quarter, Holdings Channel.com reports. The firm owned 1,488,178 shares of the business services provider’s... More of this article »
Image for Visa Inc. $V Holdings Boosted by Wealthfront Advisers LLC

Visa Inc. $V Holdings Boosted by Wealthfront Advisers LLC

Wealthfront Advisers LLC boosted its stake in shares of Visa Inc. (NYSE:V – Free Report) by 2.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 195,150... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Has $1.86 Million Stock Holdings in Medpace Holdings, Inc. $MEDP

Sumitomo Mitsui Trust Group Inc. Has $1.86 Million Stock Holdings in Medpace Holdings, Inc. $MEDP

Sumitomo Mitsui Trust Group Inc. lowered its position in shares of Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) by 21.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Private Advisor Group LLC Decreases Position in NetEase, Inc. $NTES

Private Advisor Group LLC Decreases Position in NetEase, Inc. $NTES

Private Advisor Group LLC lessened its position in NetEase, Inc. (NASDAQ:NTES – Free Report) by 79.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Harel Insurance Investments & Financial Services Ltd. Has $9.42 Million Stock Holdings in The New York Times Company $NYT

Harel Insurance Investments & Financial Services Ltd. Has $9.42 Million Stock Holdings in The New York Times Company $NYT

Harel Insurance Investments & Financial Services Ltd. lifted its holdings in shares of The New York Times Company (NYSE:NYT – Free Report) by 40.2% during the 1st quarter, Holdings Channel reports. The firm owned 112,499... More of this article »
Image for NFSG Corp Increases Stake in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL

NFSG Corp Increases Stake in SPDR Bloomberg 1-3 Month T-Bill ETF $BIL

NFSG Corp increased its stake in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 9,100.0% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Sanctuary Advisors LLC Acquires 17,810 Shares of The Charles Schwab Corporation $SCHW

Sanctuary Advisors LLC Acquires 17,810 Shares of The Charles Schwab Corporation $SCHW

Sanctuary Advisors LLC boosted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 9.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Sanctuary Advisors LLC Has $28.27 Million Stock Position in iShares Core S&P Mid-Cap ETF $IJH

Sanctuary Advisors LLC Has $28.27 Million Stock Position in iShares Core S&P Mid-Cap ETF $IJH

Sanctuary Advisors LLC increased its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 4.0% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 418,558... More of this article »
Image for Thermo Fisher Scientific Inc. $TMO Shares Acquired by Sanctuary Advisors LLC

Thermo Fisher Scientific Inc. $TMO Shares Acquired by Sanctuary Advisors LLC

Sanctuary Advisors LLC raised its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 2.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Sanctuary Advisors LLC Has $20.22 Million Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Sanctuary Advisors LLC Has $20.22 Million Position in Schwab U.S. Aggregate Bond ETF $SCHZ

Sanctuary Advisors LLC increased its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 3.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for IMC Chicago LLC Has $4.17 Million Stock Position in Direxion Daily S&P 500 Bull 3x Shares $SPXL

IMC Chicago LLC Has $4.17 Million Stock Position in Direxion Daily S&P 500 Bull 3x Shares $SPXL

IMC Chicago LLC reduced its holdings in Direxion Daily S&P 500 Bull 3x Shares (NYSEARCA:SPXL – Free Report) by 26.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Y Intercept Hong Kong Ltd Trims Stock Position in Eastman Chemical Company $EMN

Y Intercept Hong Kong Ltd Trims Stock Position in Eastman Chemical Company $EMN

Y Intercept Hong Kong Ltd cut its holdings in Eastman Chemical Company (NYSE:EMN – Free Report) by 90.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Valmark Advisers Inc. Decreases Holdings in Invesco S&P SmallCap Value with Momentum ETF $XSVM

Valmark Advisers Inc. Decreases Holdings in Invesco S&P SmallCap Value with Momentum ETF $XSVM

Valmark Advisers Inc. reduced its stake in Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM – Free Report) by 98.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Y Intercept Hong Kong Ltd Cuts Stake in Tronox Holdings PLC $TROX

Y Intercept Hong Kong Ltd Cuts Stake in Tronox Holdings PLC $TROX

Y Intercept Hong Kong Ltd reduced its position in shares of Tronox Holdings PLC (NYSE:TROX – Free Report) by 82.5% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for RFG Bristol Wealth Advisors LLC Has $1.20 Million Stake in Invesco RAFI Strategic US ETF $IUS

RFG Bristol Wealth Advisors LLC Has $1.20 Million Stake in Invesco RAFI Strategic US ETF $IUS

RFG Bristol Wealth Advisors LLC lowered its position in Invesco RAFI Strategic US ETF (NASDAQ:IUS – Free Report) by 60.4% in the first quarter, HoldingsChannel.com reports. The fund owned 20,652 shares of the company’s... More of this article »
Image for iShares Core S&P Small-Cap ETF $IJR Shares Sold by Rockport Wealth LLC

iShares Core S&P Small-Cap ETF $IJR Shares Sold by Rockport Wealth LLC

Rockport Wealth LLC reduced its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 66.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Navigation Group LLC Takes Position in iShares ESG Advanced MSCI USA ETF $USXF

Navigation Group LLC Takes Position in iShares ESG Advanced MSCI USA ETF $USXF

Navigation Group LLC acquired a new stake in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF – Free Report) in the first quarter, HoldingsChannel reports. The institutional investor acquired 10,470 shares of the company’s... More of this article »
Image for RFG Bristol Wealth Advisors LLC Increases Position in PGIM Total Return Bond ETF $PTRB

RFG Bristol Wealth Advisors LLC Increases Position in PGIM Total Return Bond ETF $PTRB

RFG Bristol Wealth Advisors LLC lifted its stake in shares of PGIM Total Return Bond ETF (NYSEARCA:PTRB – Free Report) by 12.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Legacy Capital Group California Inc. Sells 8,315 Shares of Tenet Healthcare Corporation $THC

Legacy Capital Group California Inc. Sells 8,315 Shares of Tenet Healthcare Corporation $THC

Legacy Capital Group California Inc. lessened its position in Tenet Healthcare Corporation (NYSE:THC – Free Report) by 85.4% during the first quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for J. Safra Sarasin Holding AG Has $333,000 Stock Position in Invesco China Technology ETF $CQQQ

J. Safra Sarasin Holding AG Has $333,000 Stock Position in Invesco China Technology ETF $CQQQ

J. Safra Sarasin Holding AG lowered its position in Invesco China Technology ETF (NYSEARCA:CQQQ – Free Report) by 61.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Tenet Healthcare (NYSE:THC) Shares Gap Down   – Here’s Why

Tenet Healthcare (NYSE:THC) Shares Gap Down – Here’s Why

Tenet Healthcare Corporation (NYSE:THC – Get Free Report) gapped down before the market opened on Tuesday . The stock had previously closed at $194.81, but opened at $185.00. Tenet Healthcare shares last traded at $185.1310,... More of this article »
Image for Dogness (International) (NASDAQ:DOGZ) versus Olaplex (NASDAQ:OLPX) Critical Analysis

Dogness (International) (NASDAQ:DOGZ) versus Olaplex (NASDAQ:OLPX) Critical Analysis

Olaplex (NASDAQ:OLPX – Get Free Report) and Dogness (International) (NASDAQ:DOGZ – Get Free Report) are both small-cap consumer discretionary companies, but which is the superior business? We will contrast the two businesses... More of this article »
Image for First Horizon Corporation $FHN Shares Sold by Principal Financial Group Inc.

First Horizon Corporation $FHN Shares Sold by Principal Financial Group Inc.

Principal Financial Group Inc. decreased its holdings in shares of First Horizon Corporation (NYSE:FHN – Free Report) by 1.4% during the first quarter, Holdings Channel.com reports. The fund owned 3,796,109 shares of the financial... More of this article »
Image for Members Advisory Group LLC Invests $9.61 Million in SPDR Portfolio Short Term Corporate Bond ETF $SPSB

Members Advisory Group LLC Invests $9.61 Million in SPDR Portfolio Short Term Corporate Bond ETF $SPSB

Members Advisory Group LLC acquired a new stake in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) during the first quarter, HoldingsChannel reports. The fund acquired 319,598 shares of the... More of this article »
Image for Midwest Professional Planners LTD. Acquires 26,938 Shares of iShares iBonds Dec 2029 Term Treasury ETF $IBTJ

Midwest Professional Planners LTD. Acquires 26,938 Shares of iShares iBonds Dec 2029 Term Treasury ETF $IBTJ

Midwest Professional Planners LTD. lifted its holdings in iShares iBonds Dec 2029 Term Treasury ETF (NASDAQ:IBTJ – Free Report) by 87.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Marks Group Wealth Management Inc Purchases 13,856 Shares of FTI Consulting, Inc. $FCN

Marks Group Wealth Management Inc Purchases 13,856 Shares of FTI Consulting, Inc. $FCN

Marks Group Wealth Management Inc raised its position in shares of FTI Consulting, Inc. (NYSE:FCN – Free Report) by 59.5% in the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for J. Safra Sarasin Holding AG Buys Shares of 10,540 Microchip Technology Incorporated $MCHP

J. Safra Sarasin Holding AG Buys Shares of 10,540 Microchip Technology Incorporated $MCHP

J. Safra Sarasin Holding AG bought a new stake in shares of Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Principal Financial Group Inc. Sells 171,389 Shares of Modine Manufacturing Company $MOD

Principal Financial Group Inc. Sells 171,389 Shares of Modine Manufacturing Company $MOD

Principal Financial Group Inc. decreased its holdings in shares of Modine Manufacturing Company (NYSE:MOD – Free Report) by 22.4% during the 1st quarter, Holdings Channel reports. The firm owned 592,292 shares of the auto parts... More of this article »
Image for Applied Digital Corporation $APLD Stock Position Raised by Teachers Retirement System of The State of Kentucky

Applied Digital Corporation $APLD Stock Position Raised by Teachers Retirement System of The State of Kentucky

Teachers Retirement System of The State of Kentucky lifted its position in Applied Digital Corporation (NASDAQ:APLD – Free Report) by 68.9% in the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Vanguard Dividend Appreciation ETF $VIG Shares Purchased by D.A. Davidson & CO.

Vanguard Dividend Appreciation ETF $VIG Shares Purchased by D.A. Davidson & CO.

D.A. Davidson & CO. boosted its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 28.9% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 245,039 shares... More of this article »
Image for D.A. Davidson & CO. Trims Stake in International Business Machines Corporation $IBM

D.A. Davidson & CO. Trims Stake in International Business Machines Corporation $IBM

D.A. Davidson & CO. lessened its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 9.4% during the first quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for Goehring & Rozencwajg Associates LLC Purchases 785,173 Shares of Ur Energy Inc $URG

Goehring & Rozencwajg Associates LLC Purchases 785,173 Shares of Ur Energy Inc $URG

Goehring & Rozencwajg Associates LLC raised its holdings in shares of Ur Energy Inc (NYSEAMERICAN:URG – Free Report) (TSE:URE) by 22.6% during the first quarter, according to the company in its most recent disclosure with... More of this article »
Image for Geneos Wealth Management Inc. Reduces Stock Position in The Home Depot, Inc. $HD

Geneos Wealth Management Inc. Reduces Stock Position in The Home Depot, Inc. $HD

Geneos Wealth Management Inc. cut its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 5.1% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Harel Insurance Investments & Financial Services Ltd. Reduces Stock Holdings in Vanguard S&P 500 ETF $VOO

Harel Insurance Investments & Financial Services Ltd. Reduces Stock Holdings in Vanguard S&P 500 ETF $VOO

Harel Insurance Investments & Financial Services Ltd. lowered its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 26.2% during the first quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Image for Axon Enterprise, Inc $AXON Shares Sold by Calamos Advisors LLC

Axon Enterprise, Inc $AXON Shares Sold by Calamos Advisors LLC

Calamos Advisors LLC decreased its stake in Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 56.5% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 3,806 shares of the biotechnology company’s... More of this article »
Image for Sanctuary Advisors LLC Boosts Stake in Invesco S&P 500 Revenue ETF $RWL

Sanctuary Advisors LLC Boosts Stake in Invesco S&P 500 Revenue ETF $RWL

Sanctuary Advisors LLC boosted its stake in Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) by 10.6% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 193,233 shares of the company’s... More of this article »
Image for DICK’S Sporting Goods, Inc. $DKS Shares Sold by Livforsakringsbolaget Skandia Omsesidigt

DICK’S Sporting Goods, Inc. $DKS Shares Sold by Livforsakringsbolaget Skandia Omsesidigt

Livforsakringsbolaget Skandia Omsesidigt lessened its holdings in shares of DICK’S Sporting Goods, Inc. (NYSE:DKS – Free Report) by 98.4% in the first quarter, according to the company in its most recent filing with the... More of this article »
Image for Brenntag (OTCMKTS:BNTGY) Shares Gap Up   – What’s Next?

Brenntag (OTCMKTS:BNTGY) Shares Gap Up – What’s Next?

Brenntag AG (OTCMKTS:BNTGY – Get Free Report) gapped up before the market opened on Tuesday . The stock had previously closed at $12.79, but opened at $13.67. Brenntag shares last traded at $13.67, with a volume of 211 shares... More of this article »
Image for MBX Biosciences (NASDAQ:MBX) Shares Gap Down   – Time to Sell?

MBX Biosciences (NASDAQ:MBX) Shares Gap Down – Time to Sell?

MBX Biosciences, Inc. (NASDAQ:MBX – Get Free Report) shares gapped down prior to trading on Tuesday . The stock had previously closed at $60.04, but opened at $52.82. MBX Biosciences shares last traded at $55.83, with a volume... More of this article »
Image for Soundwatch Hedged Equity ETF (BATS:SHDG) Short Interest Up ? in June

Soundwatch Hedged Equity ETF (BATS:SHDG) Short Interest Up ? in June

Soundwatch Hedged Equity ETF (BATS:SHDG – Get Free Report) was the recipient of a large increase in short interest in June. As of June 30th, there was short interest totaling 147 shares, an increase of ? from the June 15th total... More of this article »
Image for Return Stacked Global Stocks & Bonds ETF (BATS:RSSB) Short Interest Up 137.8% in June

Return Stacked Global Stocks & Bonds ETF (BATS:RSSB) Short Interest Up 137.8% in June

Return Stacked Global Stocks & Bonds ETF (BATS:RSSB – Get Free Report) saw a significant increase in short interest during the month of June. As of June 30th, there was short interest totaling 218,854 shares, an increase... More of this article »
Image for Globant (NYSE:GLOB) Shares Gap Down   – Here’s Why

Globant (NYSE:GLOB) Shares Gap Down – Here’s Why

Globant S.A. (NYSE:GLOB – Get Free Report)’s stock price gapped down before the market opened on Tuesday . The stock had previously closed at $32.12, but opened at $30.34. Globant shares last traded at $31.75, with a volume... More of this article »
Image for Principal International Equity ETF (BATS:PIEQ) Sees Large Increase in Short Interest

Principal International Equity ETF (BATS:PIEQ) Sees Large Increase in Short Interest

Principal International Equity ETF (BATS:PIEQ – Get Free Report) saw a large growth in short interest during the month of June. As of June 30th, there was short interest totaling 38,276 shares, a growth of 142.2% from the June... More of this article »
Image for Journey Advisory Group LLC Has $6.46 Million Position in Schwab Fundamental U.S. Large Company ETF $FNDX

Journey Advisory Group LLC Has $6.46 Million Position in Schwab Fundamental U.S. Large Company ETF $FNDX

Journey Advisory Group LLC cut its stake in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 10.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 232,093 shares of the company’s... More of this article »
Image for Journey Advisory Group LLC Has $28.46 Million Stake in iShares Latin America 40 ETF $ILF

Journey Advisory Group LLC Has $28.46 Million Stake in iShares Latin America 40 ETF $ILF

Journey Advisory Group LLC raised its position in iShares Latin America 40 ETF (NYSEARCA:ILF – Free Report) by 46.2% in the 1st quarter, Holdings Channel reports. The firm owned 801,157 shares of the company’s stock after... More of this article »
Image for Robinson Value Management Ltd. Makes New $3.21 Million Investment in Harley-Davidson, Inc. $HOG

Robinson Value Management Ltd. Makes New $3.21 Million Investment in Harley-Davidson, Inc. $HOG

Robinson Value Management Ltd. bought a new position in Harley-Davidson, Inc. (NYSE:HOG – Free Report) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Fifth Third Bancorp Increases Stock Holdings in Tenet Healthcare Corporation $THC

Fifth Third Bancorp Increases Stock Holdings in Tenet Healthcare Corporation $THC

Fifth Third Bancorp lifted its holdings in Tenet Healthcare Corporation (NYSE:THC – Free Report) by 3,984.0% in the first quarter, HoldingsChannel reports. The firm owned 45,659 shares of the company’s stock after buying... More of this article »
Image for Fifth Third Bancorp Raises Holdings in Eversource Energy $ES

Fifth Third Bancorp Raises Holdings in Eversource Energy $ES

Fifth Third Bancorp grew its holdings in shares of Eversource Energy (NYSE:ES – Free Report) by 434.6% in the first quarter, Holdings Channel.com reports. The firm owned 128,080 shares of the utilities provider’s stock... More of this article »