Home » Author Archive
Moran Wealth Management LLC Cuts Position in NVIDIA Corporation $NVDA
Moran Wealth Management LLC lowered its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 1.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Resona Asset Management Co. Ltd. Acquires 9,381 Shares of ExxonMobil Corporation $XOM
Resona Asset Management Co. Ltd. increased its stake in ExxonMobil Corporation (NYSE:XOM – Free Report) by 0.7% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Oregon Public Employees Retirement Fund Invests $938,000 in Life Time Group Holdings, Inc. $LTH
Oregon Public Employees Retirement Fund bought a new stake in shares of Life Time Group Holdings, Inc. (NYSE:LTH – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
SpaceX (NASDAQ:SPCX) Sets New 1-Year Low – Time to Sell?
SpaceX (NASDAQ:SPCX – Get Free Report)’s share price reached a new 52-week low on Tuesday . The company traded as low as $136.78 and last traded at $139.14, with a volume of 71122394 shares changing hands. The stock had... More of this article »
Nadler Financial Group Inc. Makes New $26.29 Million Investment in SPDR S&P 1500 Value Tilt ETF $VLU
Nadler Financial Group Inc. bought a new stake in shares of SPDR S&P 1500 Value Tilt ETF (NYSEARCA:VLU – Free Report) during the 1st quarter, HoldingsChannel.com reports. The firm bought 122,270 shares of the company’s... More of this article »
Schwartz Investment Counsel Inc. Increases Stock Position in Vista Energy, S.A.B. de C.V. – Sponsored ADR $VIST
Schwartz Investment Counsel Inc. increased its position in Vista Energy, S.A.B. de C.V. – Sponsored ADR (NYSE:VIST – Free Report) by 28.0% during the 1st quarter, according to its most recent filing with the Securities... More of this article »
Churchill Downs, Incorporated $CHDN Shares Acquired by Teachers Retirement System of The State of Kentucky
Teachers Retirement System of The State of Kentucky boosted its position in Churchill Downs, Incorporated (NASDAQ:CHDN – Free Report) by 59.1% during the first quarter, according to the company in its most recent disclosure... More of this article »
AMG National Trust Bank Has $5.04 Million Stock Holdings in International Business Machines Corporation $IBM
AMG National Trust Bank grew its position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 19.7% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 20,813... More of this article »
The Boeing Company $BA Stock Position Raised by Lifeworks Advisors LLC
Lifeworks Advisors LLC boosted its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 139.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
AutoZone, Inc. $AZO Shares Sold by Teachers Retirement System of The State of Kentucky
Teachers Retirement System of The State of Kentucky lessened its stake in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 50.9% during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Teachers Retirement System of The State of Kentucky Decreases Stock Holdings in Vertex Pharmaceuticals Incorporated $VRTX
Teachers Retirement System of The State of Kentucky cut its stake in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 8.9% during the first quarter, according to its most recent 13F filing with the Securities... More of this article »
Sequoia Financial Advisors LLC Grows Stake in Banco Santander, S.A. $SAN
Sequoia Financial Advisors LLC raised its holdings in shares of Banco Santander, S.A. (NYSE:SAN – Free Report) by 29.8% during the first quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Simplicity Wealth LLC Purchases Shares of 7,332 Invesco Semiconductors ETF $PSI
Simplicity Wealth LLC purchased a new stake in Invesco Semiconductors ETF (NYSEARCA:PSI – Free Report) in the 1st quarter, HoldingsChannel reports. The fund purchased 7,332 shares of the company’s stock, valued at approximately... More of this article »
Hsbc Holdings PLC Purchases 20,176 Shares of Peoples Bancorp Inc. $PEBO
Hsbc Holdings PLC boosted its holdings in Peoples Bancorp Inc. (NASDAQ:PEBO – Free Report) by 135.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 35,052 shares of... More of this article »
Sovran Advisors LLC Invests $560,000 in Sprott Copper Miners ETF $COPP
Sovran Advisors LLC bought a new stake in shares of Sprott Copper Miners ETF (NASDAQ:COPP – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought... More of this article »
Y Intercept Hong Kong Ltd Sells 3,343 Shares of Take-Two Interactive Software, Inc. $TTWO
Y Intercept Hong Kong Ltd decreased its holdings in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 52.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
GE Aerospace (NYSE:GE) Given Average Recommendation of “Moderate Buy” by Analysts
Shares of GE Aerospace (NYSE:GE – Get Free Report) have been given a consensus rating of “Moderate Buy” by the twenty analysts that are covering the company, Marketbeat Ratings reports. One research analyst has... More of this article »
Sequoia Financial Advisors LLC Increases Stock Position in Freeport-McMoRan Inc. $FCX
Sequoia Financial Advisors LLC increased its stake in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 45.8% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Floor & Decor Holdings, Inc. $FND Shares Acquired by Principal Financial Group Inc.
Principal Financial Group Inc. increased its holdings in Floor & Decor Holdings, Inc. (NYSE:FND – Free Report) by 6.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
SPDR Portfolio S&P 500 Growth ETF $SPYG Shares Sold by Sequoia Financial Advisors LLC
Sequoia Financial Advisors LLC cut its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 13.6% in the first quarter, according to the company in its most recent disclosure with the... More of this article »
Kornitzer Capital Management Inc. KS Has $595,000 Holdings in Applied Optoelectronics, Inc. $AAOI
Kornitzer Capital Management Inc. KS cut its holdings in Applied Optoelectronics, Inc. (NASDAQ:AAOI – Free Report) by 86.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Schwartz Investment Counsel Inc. Cuts Position in Diamondback Energy, Inc. $FANG
Schwartz Investment Counsel Inc. decreased its holdings in Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 3.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Schwartz Investment Counsel Inc. Cuts Stake in The TJX Companies, Inc. $TJX
Schwartz Investment Counsel Inc. lowered its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 7.9% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Principal Financial Group Inc. Trims Stake in Procter & Gamble Company (The) $PG
Principal Financial Group Inc. lowered its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 2.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Sumitomo Mitsui Trust Group Inc. Trims Holdings in Entegris, Inc. $ENTG
Sumitomo Mitsui Trust Group Inc. decreased its position in shares of Entegris, Inc. (NASDAQ:ENTG – Free Report) by 1.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Sumitomo Mitsui Trust Group Inc. Grows Stock Position in Insulet Corporation $PODD
Sumitomo Mitsui Trust Group Inc. increased its stake in shares of Insulet Corporation (NASDAQ:PODD – Free Report) by 3.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Lmcg Investments LLC Acquires 3,114 Shares of Meta Platforms, Inc. $META
Lmcg Investments LLC increased its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.8% 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 »
International Assets Investment Management LLC Purchases 3,255 Shares of Reddit Inc. $RDDT
International Assets Investment Management LLC raised its position in Reddit Inc. (NYSE:RDDT – Free Report) by 75.2% during the first quarter, according to its most recent filing with the SEC. The firm owned 7,586 shares of... More of this article »
Fell Capital Management ADV Boosts Stock Position in iShares Russell 2000 Value ETF $IWN
Fell Capital Management ADV grew its position in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 25.2% during the first quarter, Holdings Channel reports. The fund owned 25,728 shares of the company’s... More of this article »
Freshworks Inc. $FRSH Shares Sold by Strs Ohio
Strs Ohio decreased its holdings in shares of Freshworks Inc. (NASDAQ:FRSH – Free Report) by 86.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,200... More of this article »
HBW Advisory Services LLC Sells 27,607 Shares of JPMorgan Equity Premium Income ETF $JEPI
HBW Advisory Services LLC reduced its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 6.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Hsbc Holdings PLC Buys 21,931 Shares of Harley-Davidson, Inc. $HOG
Hsbc Holdings PLC increased its stake in Harley-Davidson, Inc. (NYSE:HOG – Free Report) by 96.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
SG Americas Securities LLC Lowers Stake in Carter’s, Inc. $CRI
SG Americas Securities LLC decreased its position in Carter’s, Inc. (NYSE:CRI – Free Report) by 89.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Hsbc Holdings PLC Makes New Investment in Radiopharm Theranostics Limited – Sponsored ADR $RADX
Hsbc Holdings PLC bought a new position in Radiopharm Theranostics Limited – Sponsored ADR (NASDAQ:RADX – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Calamos Wealth Management LLC Grows Stock Holdings in Calamos Nasdaq Equity & Income ETF $CANQ
Calamos Wealth Management LLC grew its position in shares of Calamos Nasdaq Equity & Income ETF (NASDAQ:CANQ – Free Report) by 42.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Trims Stake in Dimensional International Value ETF $DFIV
Empirical Financial Services LLC d.b.a. Empirical Wealth Management reduced its holdings in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 1.2% during the first quarter, according to its most recent 13F... More of this article »
Calamos Wealth Management LLC Raises Stock Position in VictoryShares Core Intermediate Bond ETF $UITB
Calamos Wealth Management LLC raised its stake in shares of VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB – Free Report) by 11.4% during the first quarter, HoldingsChannel reports. The firm owned 1,273,569 shares of... More of this article »
ServiceNow, Inc. $NOW Shares Sold by Calamos Advisors LLC
Calamos Advisors LLC lowered its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 35.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Emerald Mutual Fund Advisers Trust Sells 14,742 Shares of Corcept Therapeutics Incorporated $CORT
Emerald Mutual Fund Advisers Trust trimmed its holdings in Corcept Therapeutics Incorporated (NASDAQ:CORT – Free Report) by 7.6% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Emerald Advisers LLC Cuts Holdings in Visteon Corporation $VC
Emerald Advisers LLC lowered its stake in Visteon Corporation (NASDAQ:VC – Free Report) by 5.4% during the first quarter, Holdings Channel.com reports. The firm owned 110,502 shares of the company’s stock after selling... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Acquires 79,946 Shares of Schwab International Small-Cap Equity ETF $SCHC
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its holdings in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 10.3% in the 1st quarter, Holdings Channel reports. The firm... More of this article »
iShares S&P Mid-Cap 400 Value ETF $IJJ Shares Purchased by Bryn Mawr Trust Advisors LLC
Bryn Mawr Trust Advisors LLC lifted its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 42.4% during the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Glassman Wealth Services Acquires 34,830 Shares of Dimensional World ex U.S. Core Equity 2 ETF $DFAX
Glassman Wealth Services lifted its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 1.8% during the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
Watches of Switzerland Group H2 Earnings Call Highlights
Watches of Switzerland Group (LON:WOSG) reported record fiscal 2026 sales and stronger profit growth, as gains in the U.S. helped offset a “complex and changeable” backdrop that included tariffs, higher gold prices, margin pressure... More of this article »
Essex Property Trust, Inc. $ESS Shares Purchased by Commonwealth of Pennsylvania Public School Empls Retrmt SYS
Commonwealth of Pennsylvania Public School Empls Retrmt SYS raised its stake in Essex Property Trust, Inc. (NYSE:ESS – Free Report) by 22.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 43,989 shares of... More of this article »
Ferguson Wellman Capital Management Inc. Sells 2,065 Shares of Woodward, Inc. $WWD
Ferguson Wellman Capital Management Inc. cut its position in shares of Woodward, Inc. (NASDAQ:WWD – Free Report) by 63.1% in the first quarter, Holdings Channel.com reports. The firm owned 1,207 shares of the technology company’s... More of this article »
Cyabra (NASDAQ:CYAB) CEO Dan Brahmy Acquires 53,650 Shares of Stock
Cyabra, Inc. (NASDAQ:CYAB – Get Free Report) CEO Dan Brahmy acquired 53,650 shares of the stock in a transaction on Friday, July 10th. The shares were acquired at an average price of $0.43 per share, for a total transaction of... More of this article »
Fifth Third Bancorp Acquires 91,229 Shares of Becton, Dickinson and Company $BDX
Fifth Third Bancorp increased its stake in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 331.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »