Home » Author Archive

Image for Wealthspire Advisors LLC Sells 87,608 Shares of Vanguard Total Bond Market ETF $BND

Wealthspire Advisors LLC Sells 87,608 Shares of Vanguard Total Bond Market ETF $BND

Wealthspire Advisors LLC lessened its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 6.1% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 1,349,390 shares... More of this article »
Image for Cartier Resources (CVE:ECR) Trading Up 15.4%  – Here’s Why

Cartier Resources (CVE:ECR) Trading Up 15.4% – Here’s Why

Cartier Resources Inc. (CVE:ECR – Get Free Report) shares were up 15.4% during mid-day trading on Tuesday . The stock traded as high as C$0.23 and last traded at C$0.23. Approximately 464,680 shares traded hands during mid-day... More of this article »
Image for Westpac Banking Corp Reduces Stock Holdings in ResMed Inc. $RMD

Westpac Banking Corp Reduces Stock Holdings in ResMed Inc. $RMD

Westpac Banking Corp lowered its stake in shares of ResMed Inc. (NYSE:RMD – Free Report) by 93.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for PAX Financial Group LLC Trims Stock Position in Novo Nordisk A/S $NVO

PAX Financial Group LLC Trims Stock Position in Novo Nordisk A/S $NVO

PAX Financial Group LLC cut its position in Novo Nordisk A/S (NYSE:NVO – Free Report) by 28.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Nomura Asset Management Co. Ltd. Boosts Holdings in Bristol Myers Squibb Company $BMY

Nomura Asset Management Co. Ltd. Boosts Holdings in Bristol Myers Squibb Company $BMY

Nomura Asset Management Co. Ltd. increased its stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 18.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Mcrae Capital Management Inc. Purchases 115 Shares of Meta Platforms, Inc. $META

Mcrae Capital Management Inc. Purchases 115 Shares of Meta Platforms, Inc. $META

Mcrae Capital Management Inc. lifted its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.8% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Terns Pharmaceuticals (NASDAQ:TERN) Stock Price Expected to Rise, BMO Capital Markets Analyst Says

Terns Pharmaceuticals (NASDAQ:TERN) Stock Price Expected to Rise, BMO Capital Markets Analyst Says

Terns Pharmaceuticals (NASDAQ:TERN – Get Free Report) had its target price increased by BMO Capital Markets from $22.00 to $30.00 in a note issued to investors on Tuesday,Benzinga reports. The firm presently has an “outperform”... More of this article »
Image for Vise Technologies Inc. Purchases New Position in Dimensional US Large Cap Value ETF $DFLV

Vise Technologies Inc. Purchases New Position in Dimensional US Large Cap Value ETF $DFLV

Vise Technologies Inc. purchased a new stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased... More of this article »
Image for 4,175 Shares in H&R Block, Inc. $HRB Purchased by Vise Technologies Inc.

4,175 Shares in H&R Block, Inc. $HRB Purchased by Vise Technologies Inc.

Vise Technologies Inc. acquired a new position in H&R Block, Inc. (NYSE:HRB – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 4,175... More of this article »
Image for WBI Investments LLC Acquires New Position in Cardinal Health, Inc. $CAH

WBI Investments LLC Acquires New Position in Cardinal Health, Inc. $CAH

WBI Investments LLC bought a new position in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for WBI Investments LLC Invests $970,000 in American Express Company $AXP

WBI Investments LLC Invests $970,000 in American Express Company $AXP

WBI Investments LLC purchased a new position in American Express Company (NYSE:AXP – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Perennial Investment Advisors LLC Sells 1,324 Shares of Vanguard Small-Cap ETF $VB

Perennial Investment Advisors LLC Sells 1,324 Shares of Vanguard Small-Cap ETF $VB

Perennial Investment Advisors LLC decreased its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 15.4% in the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Universal Beteiligungs und Servicegesellschaft mbH Raises Holdings in Prudential Financial, Inc. $PRU

Universal Beteiligungs und Servicegesellschaft mbH Raises Holdings in Prudential Financial, Inc. $PRU

Universal Beteiligungs und Servicegesellschaft mbH grew its stake in Prudential Financial, Inc. (NYSE:PRU – Free Report) by 0.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 242,861 shares... More of this article »
Image for Pacer Trendpilot US Large Cap ETF $PTLC Shares Sold by Perennial Investment Advisors LLC

Pacer Trendpilot US Large Cap ETF $PTLC Shares Sold by Perennial Investment Advisors LLC

Perennial Investment Advisors LLC trimmed its holdings in shares of Pacer Trendpilot US Large Cap ETF (BATS:PTLC – Free Report) by 10.7% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Mobileye Global (NASDAQ:MBLY) Sets New 1-Year Low  – Should You Sell?

Mobileye Global (NASDAQ:MBLY) Sets New 1-Year Low – Should You Sell?

Mobileye Global Inc. (NASDAQ:MBLY – Get Free Report)’s stock price hit a new 52-week low during mid-day trading on Tuesday . The company traded as low as $11.56 and last traded at $11.6560, with a volume of 323165 shares.... More of this article »
Image for Wescott Financial Advisory Group LLC Sells 496 Shares of Chevron Corporation $CVX

Wescott Financial Advisory Group LLC Sells 496 Shares of Chevron Corporation $CVX

Wescott Financial Advisory Group LLC cut its position in Chevron Corporation (NYSE:CVX – Free Report) by 12.8% during the second quarter, Holdings Channel.com reports. The institutional investor owned 3,370 shares of the oil... More of this article »
Image for Portside Wealth Group LLC Acquires 2,821 Shares of Air Products and Chemicals, Inc. $APD

Portside Wealth Group LLC Acquires 2,821 Shares of Air Products and Chemicals, Inc. $APD

Portside Wealth Group LLC lifted its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 83.5% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 6,201 shares of the basic materials... More of this article »
Image for DraftKings Inc. (NASDAQ:DKNG) Receives Average Recommendation of “Moderate Buy” from Brokerages

DraftKings Inc. (NASDAQ:DKNG) Receives Average Recommendation of “Moderate Buy” from Brokerages

DraftKings Inc. (NASDAQ:DKNG – Get Free Report) has received a consensus rating of “Moderate Buy” from the thirty-two analysts that are presently covering the company, MarketBeat reports. Two research analysts have... More of this article »
Image for Pinnacle Wealth Planning Services Inc. Grows Position in Abbott Laboratories $ABT

Pinnacle Wealth Planning Services Inc. Grows Position in Abbott Laboratories $ABT

Pinnacle Wealth Planning Services Inc. grew its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 13.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Nordwand Advisors LLC Buys New Stake in JPMorgan Ultra-Short Income ETF $JPST

Nordwand Advisors LLC Buys New Stake in JPMorgan Ultra-Short Income ETF $JPST

Nordwand Advisors LLC purchased a new position in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Westpac Banking Corp Reduces Position in Seagate Technology Holdings PLC $STX

Westpac Banking Corp Reduces Position in Seagate Technology Holdings PLC $STX

Westpac Banking Corp decreased its holdings in Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 64.0% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 684... More of this article »
Image for Westwood Holdings Group Inc. Purchases New Holdings in Morgan Stanley $MS

Westwood Holdings Group Inc. Purchases New Holdings in Morgan Stanley $MS

Westwood Holdings Group Inc. acquired a new position in shares of Morgan Stanley (NYSE:MS – 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 WBI Investments LLC Takes $1.08 Million Position in Ares Management Corporation $ARES

WBI Investments LLC Takes $1.08 Million Position in Ares Management Corporation $ARES

WBI Investments LLC purchased a new position in Ares Management Corporation (NYSE:ARES – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 6,239... More of this article »
Image for Wittenberg Investment Management Inc. Buys 21,250 Shares of Thryv Holdings, Inc. $THRY

Wittenberg Investment Management Inc. Buys 21,250 Shares of Thryv Holdings, Inc. $THRY

Wittenberg Investment Management Inc. increased its position in shares of Thryv Holdings, Inc. (NASDAQ:THRY – Free Report) by 26.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Vise Technologies Inc. Buys New Position in TechnipFMC plc $FTI

Vise Technologies Inc. Buys New Position in TechnipFMC plc $FTI

Vise Technologies Inc. purchased a new stake in TechnipFMC plc (NYSE:FTI – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for 1,559 Shares in Avis Budget Group, Inc. $CAR Bought by Vise Technologies Inc.

1,559 Shares in Avis Budget Group, Inc. $CAR Bought by Vise Technologies Inc.

Vise Technologies Inc. purchased a new stake in Avis Budget Group, Inc. (NASDAQ:CAR – 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 Vise Technologies Inc. Takes Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Vise Technologies Inc. Takes Position in MACOM Technology Solutions Holdings, Inc. $MTSI

Vise Technologies Inc. purchased a new position in shares of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Investment Analysts’ Recent Ratings Changes for Celestica (CLS)

Investment Analysts’ Recent Ratings Changes for Celestica (CLS)

Several brokerages have updated their recommendations and price targets on shares of Celestica (NYSE: CLS) in the last few weeks: 11/14/2025 – Celestica had its price target raised by analysts at Barclays PLC from $357.00 to... More of this article »
Image for Westover Capital Advisors LLC Sells 3,191 Shares of Welltower Inc. $WELL

Westover Capital Advisors LLC Sells 3,191 Shares of Welltower Inc. $WELL

Westover Capital Advisors LLC decreased its holdings in shares of Welltower Inc. (NYSE:WELL – Free Report) by 11.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Western Wealth Management LLC Has $623,000 Stock Position in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

Western Wealth Management LLC Has $623,000 Stock Position in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

Western Wealth Management LLC boosted its holdings in JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE – Free Report) by 8.5% in the second quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Universal Beteiligungs und Servicegesellschaft mbH Sells 100,507 Shares of NetApp, Inc. $NTAP

Universal Beteiligungs und Servicegesellschaft mbH Sells 100,507 Shares of NetApp, Inc. $NTAP

Universal Beteiligungs und Servicegesellschaft mbH cut its stake in NetApp, Inc. (NASDAQ:NTAP – Free Report) by 30.8% in the second quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Westover Capital Advisors LLC Cuts Stock Position in Marriott International, Inc. $MAR

Westover Capital Advisors LLC Cuts Stock Position in Marriott International, Inc. $MAR

Westover Capital Advisors LLC reduced its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 64.5% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Portside Wealth Group LLC Purchases 968 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Portside Wealth Group LLC Purchases 968 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Portside Wealth Group LLC lifted its position in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 1.7% in the second quarter, Holdings Channel.com reports. The institutional investor owned 56,557... More of this article »
Image for iShares Morningstar Small-Cap Growth ETF $ISCG Shares Bought by Perennial Investment Advisors LLC

iShares Morningstar Small-Cap Growth ETF $ISCG Shares Bought by Perennial Investment Advisors LLC

Perennial Investment Advisors LLC boosted its holdings in shares of iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG – Free Report) by 33.4% in the 2nd quarter, according to the company in its most recent disclosure with... More of this article »
Image for Mandom (OTCMKTS:MDOMF) Sets New 52-Week High  – Should You Buy?

Mandom (OTCMKTS:MDOMF) Sets New 52-Week High – Should You Buy?

Mandom Co. (OTCMKTS:MDOMF – Get Free Report)’s stock price reached a new 52-week high during mid-day trading on Tuesday . The company traded as high as $16.00 and last traded at $16.00, with a volume of 200 shares changing... More of this article »
Image for DMG Blockchain Solutions (CVE:DMGI) Stock Price Down 19.7%  – Here’s Why

DMG Blockchain Solutions (CVE:DMGI) Stock Price Down 19.7% – Here’s Why

DMG Blockchain Solutions Inc. (CVE:DMGI – Get Free Report)’s share price traded down 19.7% on Tuesday . The company traded as low as C$0.26 and last traded at C$0.27. 1,711,598 shares changed hands during trading, an increase... More of this article »
Image for Seiko Epson (OTCMKTS:SEKEY) Reaches New 52-Week Low  – Time to Sell?

Seiko Epson (OTCMKTS:SEKEY) Reaches New 52-Week Low – Time to Sell?

Seiko Epson Corp. (OTCMKTS:SEKEY – Get Free Report)’s stock price reached a new 52-week low during trading on Tuesday . The company traded as low as $5.98 and last traded at $5.98, with a volume of 1409 shares traded. The... More of this article »
Image for Baxter International (NYSE:BAX) Hits New 12-Month Low  – Time to Sell?

Baxter International (NYSE:BAX) Hits New 12-Month Low – Time to Sell?

Baxter International Inc. (NYSE:BAX – Get Free Report)’s share price hit a new 52-week low on Tuesday . The company traded as low as $17.40 and last traded at $17.7850, with a volume of 989949 shares. The stock had previously... More of this article »
Image for GoDaddy (NYSE:GDDY) Sets New 12-Month Low  – Here’s What Happened

GoDaddy (NYSE:GDDY) Sets New 12-Month Low – Here’s What Happened

GoDaddy Inc. (NYSE:GDDY – Get Free Report)’s stock price reached a new 52-week low during mid-day trading on Tuesday . The company traded as low as $123.71 and last traded at $125.7260, with a volume of 80063 shares trading... More of this article »
Image for What is Zacks Research’s Forecast for RLI FY2025 Earnings?

What is Zacks Research’s Forecast for RLI FY2025 Earnings?

RLI Corp. (NYSE:RLI – Free Report) – Equities researchers at Zacks Research lifted their FY2025 earnings per share (EPS) estimates for shares of RLI in a report released on Monday, November 17th. Zacks Research analyst... More of this article »
Image for Equities Analysts Offer Predictions for IFF FY2025 Earnings

Equities Analysts Offer Predictions for IFF FY2025 Earnings

International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) – Equities research analysts at Zacks Research boosted their FY2025 earnings estimates for shares of International Flavors & Fragrances in a research... More of this article »
Image for Shoker Investment Counsel Inc. Has $4.24 Million Stake in Enterprise Products Partners L.P. $EPD

Shoker Investment Counsel Inc. Has $4.24 Million Stake in Enterprise Products Partners L.P. $EPD

Shoker Investment Counsel Inc. boosted its stake in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 2.5% in the second quarter, HoldingsChannel reports. The firm owned 136,589 shares of the oil and gas producer’s... More of this article »
Image for Rothschild Investment LLC Has $2.14 Million Holdings in PepsiCo, Inc. $PEP

Rothschild Investment LLC Has $2.14 Million Holdings in PepsiCo, Inc. $PEP

Rothschild Investment LLC increased its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.2% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Alumis (NASDAQ:ALMS) Shares Gap Up  on Insider Buying Activity

Alumis (NASDAQ:ALMS) Shares Gap Up on Insider Buying Activity

Alumis Inc. (NASDAQ:ALMS – Get Free Report)’s stock price gapped up prior to trading on Tuesday after an insider bought additional shares in the company. The stock had previously closed at $5.57, but opened at $5.95. Alumis... More of this article »
Image for 3,280 Shares in Primoris Services Co. $PRIM Acquired by Vise Technologies Inc.

3,280 Shares in Primoris Services Co. $PRIM Acquired by Vise Technologies Inc.

Vise Technologies Inc. bought a new position in shares of Primoris Services Co. (NASDAQ:PRIM – Free Report) 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 »
Image for Canaccord Genuity Group Reaffirms Buy Rating for Arbe Robotics (NASDAQ:ARBE)

Canaccord Genuity Group Reaffirms Buy Rating for Arbe Robotics (NASDAQ:ARBE)

Arbe Robotics (NASDAQ:ARBE – Get Free Report)‘s stock had its “buy” rating reissued by analysts at Canaccord Genuity Group in a note issued to investors on Tuesday,Benzinga reports. They presently have a $1.75... More of this article »
Image for Wittenberg Investment Management Inc. Sells 2,278 Shares of Liberty Media Corporation – Liberty Live Series A $LLYVA

Wittenberg Investment Management Inc. Sells 2,278 Shares of Liberty Media Corporation – Liberty Live Series A $LLYVA

Wittenberg Investment Management Inc. lowered its position in Liberty Media Corporation – Liberty Live Series A (NASDAQ:LLYVA – Free Report) by 4.7% in the 2nd quarter, according to the company in its most recent Form... More of this article »
Image for Wittenberg Investment Management Inc. Grows Position in Liberty Global Ltd $LBTYA

Wittenberg Investment Management Inc. Grows Position in Liberty Global Ltd $LBTYA

Wittenberg Investment Management Inc. raised its position in Liberty Global Ltd (NASDAQ:LBTYA – Free Report) by 15.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Pin Oak Investment Advisors Inc. Buys 5,292 Shares of Howard Hughes Holdings Inc. $HHH

Pin Oak Investment Advisors Inc. Buys 5,292 Shares of Howard Hughes Holdings Inc. $HHH

Pin Oak Investment Advisors Inc. grew its stake in Howard Hughes Holdings Inc. (NYSE:HHH – Free Report) by 10.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 58,027 shares of the company’s stock... More of this article »
Image for Universal Beteiligungs und Servicegesellschaft mbH Purchases 9,933 Shares of Waters Corporation $WAT

Universal Beteiligungs und Servicegesellschaft mbH Purchases 9,933 Shares of Waters Corporation $WAT

Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Waters Corporation (NYSE:WAT – Free Report) by 14.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and... More of this article »