Home » Author Archive
Mastercard Incorporated $MA Shares Acquired by Anchor Investment Management LLC
Anchor Investment Management LLC lifted its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Focus Partners Wealth Purchases 26,518 Shares of McDonald’s Corporation $MCD
Focus Partners Wealth lifted its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 6.4% 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 »
Blue Rock Wealth Management LLC Lowers Holdings in iShares Core S&P 500 ETF $IVV
Blue Rock Wealth Management LLC trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.7% during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Ransom Advisory Ltd Makes New $2.01 Million Investment in Mastercard Incorporated $MA
Ransom Advisory Ltd purchased a new stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
The Walt Disney Company $DIS Shares Sold by Schmidt P J Investment Management Inc.
Schmidt P J Investment Management Inc. lowered its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 5.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Waste Management, Inc. $WM Shares Purchased by Ilmarinen Mutual Pension Insurance Co
Ilmarinen Mutual Pension Insurance Co increased its position in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 62.5% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
PepsiCo, Inc. $PEP Shares Sold by IFM Investors Pty Ltd
IFM Investors Pty Ltd decreased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Abbott Laboratories $ABT Stock Holdings Lifted by IFM Investors Pty Ltd
IFM Investors Pty Ltd lifted its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 0.0% during the 1st quarter, HoldingsChannel.com reports. The firm owned 325,860 shares of the healthcare product maker’s stock... More of this article »
Adobe Inc. $ADBE Shares Sold by IFM Investors Pty Ltd
IFM Investors Pty Ltd cut its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 0.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
NextEra Energy, Inc. $NEE Shares Purchased by Advisory Alpha LLC
Advisory Alpha LLC grew its position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 1.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
iShares MBS ETF $MBB Shares Sold by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. lowered its position in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 9.0% in the first quarter, Holdings Channel.com reports. The fund owned 77,607 shares of the company’s stock... More of this article »
Fortis Capital Advisors LLC Cuts Stock Holdings in T-Mobile US, Inc. $TMUS
Fortis Capital Advisors LLC trimmed its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 69.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Ilmarinen Mutual Pension Insurance Co Trims Holdings in Bank of America Corporation $BAC
Ilmarinen Mutual Pension Insurance Co lowered its holdings in shares of Bank of America Corporation (NYSE:BAC) by 11.8% during the 1st quarter, HoldingsChannel reports. The fund owned 856,620 shares of the financial services provider’s... More of this article »
CBM Financial LLC Buys Shares of 255,334 SPDR Portfolio S&P 500 Value ETF $SPYV
CBM Financial LLC bought a new stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Acorns Advisers LLC Acquires 814 Shares of Alphabet Inc. $GOOGL
Acorns Advisers LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 20.3% during the 1st quarter, Holdings Channel reports. The firm owned 4,826 shares of the information services provider’s stock after... More of this article »
Intech Investment Management LLC Buys 297,422 Shares of Wells Fargo & Company $WFC
Intech Investment Management LLC raised its stake in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 41.3% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Anchor Investment Management LLC Has $2.21 Million Stock Position in S&P Global Inc. $SPGI
Anchor Investment Management LLC reduced its stake in S&P Global Inc. (NYSE:SPGI – Free Report) by 5.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Aspen Investment Management Inc Raises Stake in Cisco Systems, Inc. $CSCO
Aspen Investment Management Inc boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 4.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 20,856 shares... More of this article »
Blue Rock Wealth Management LLC Invests $222,000 in Truist Financial Corporation $TFC
Blue Rock Wealth Management LLC purchased a new position in shares of Truist Financial Corporation (NYSE:TFC – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Focus Partners Wealth Increases Holdings in Fair Isaac Corporation $FICO
Focus Partners Wealth lifted its position in shares of Fair Isaac Corporation (NYSE:FICO – Free Report) by 2.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Fortis Capital Advisors LLC Purchases 5,850 Shares of Vanguard S&P 500 ETF $VOO
Fortis Capital Advisors LLC boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 211.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
MBB Public Markets I LLC Takes Position in Norfolk Southern Corporation $NSC
MBB Public Markets I LLC purchased a new stake in shares of Norfolk Southern Corporation (NYSE:NSC – Free Report) during the first quarter, Holdings Channel.com reports. The institutional investor purchased 1,350 shares of... More of this article »
Geneos Wealth Management Inc. Increases Holdings in Schwab Emerging Markets Equity ETF $SCHE
Geneos Wealth Management Inc. increased its holdings in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 0.2% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 247,520... More of this article »
Serica Energy (LON:SQZ) Stock Price Down 15.3% – Should You Sell?
Serica Energy plc (LON:SQZ – Get Free Report)’s stock price dropped 15.3% during trading on Wednesday . The stock traded as low as GBX 146 ($1.98) and last traded at GBX 150.60 ($2.04). Approximately 29,118,072 shares changed... More of this article »
Bluefin Capital Management LLC Takes $315,000 Position in Morgan Stanley $MS
Bluefin Capital Management LLC acquired a new stake in Morgan Stanley (NYSE:MS – Free Report) in the first quarter, HoldingsChannel.com reports. The fund acquired 2,700 shares of the financial services provider’s stock,... More of this article »
Broadcom Inc. $AVGO Shares Sold by Anchor Investment Management LLC
Anchor Investment Management LLC trimmed its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 5.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Williams Companies, Inc. (The) $WMB Shares Purchased 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 Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 10.6% during the first quarter, according to its most recent filing... More of this article »
Jupiter Wealth Management LLC Sells 1,979 Shares of Chipotle Mexican Grill, Inc. $CMG
Jupiter Wealth Management LLC decreased its holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 8.4% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Top Electric Vehicle Stocks To Research – September 9th
Tesla, Baidu, Samsara, QuantumScape, Rivian Automotive, NIO, and Shell are the seven Electric Vehicle stocks to watch today, according to MarketBeat’s stock screener tool. Electric vehicle (EV) stocks are shares of publicly... More of this article »
Acadian Asset Management LLC Has $784.87 Million Holdings in Spotify Technology $SPOT
Acadian Asset Management LLC lessened its stake in shares of Spotify Technology (NYSE:SPOT – Free Report) by 1.8% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 1,427,094 shares... More of this article »
Fortis Capital Advisors LLC Trims Position in JPMorgan Chase & Co. $JPM
Fortis Capital Advisors LLC decreased its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 11.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Security National Bank of Sioux City Iowa IA Purchases 814 Shares of Vanguard Total Bond Market ETF $BND
Security National Bank of Sioux City Iowa IA boosted its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 8.5% during the first quarter, according to its most recent disclosure with the Securities and... More of this article »
IFM Investors Pty Ltd Sells 2,329 Shares of Pfizer Inc. $PFE
IFM Investors Pty Ltd trimmed its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 0.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Geneos Wealth Management Inc. Acquires 79,379 Shares of Invesco S&P 500 Revenue ETF $RWL
Geneos Wealth Management Inc. increased its holdings in Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) by 170.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
SPDR Portfolio Developed World ex-US ETF $SPDW Shares Purchased by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. increased its position in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 6.3% in the 1st quarter, according to the company in its most recent disclosure with... More of this article »
WhiteBIT Token Trading 0.3% Lower Over Last 7 Days (WBT)
WhiteBIT Token (WBT) traded 0.1% higher against the U.S. dollar during the one day period ending at 8:00 AM ET on September 10th. During the last week, WhiteBIT Token has traded down 0.3% against the U.S. dollar. WhiteBIT Token has... More of this article »
ether.fi Price Reaches $1.23 on Major Exchanges (ETHFI)
ether.fi (ETHFI) traded 2.1% lower against the U.S. dollar during the 24-hour period ending at 8:00 AM ET on September 10th. ether.fi has a market capitalization of $406.40 million and approximately $102.28 million worth of ether.fi... More of this article »
Schmidt P J Investment Management Inc. Sells 10,594 Shares of Schwab Fundamental U.S. Large Company ETF $FNDX
Schmidt P J Investment Management Inc. lowered its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 3.1% during the 1st quarter, according to the company in its most recent Form 13F filing... More of this article »
Siga Technologies (NASDAQ:SIGA) vs. Stevanato Group (NYSE:STVN) Financial Contrast
Siga Technologies (NASDAQ:SIGA – Get Free Report) and Stevanato Group (NYSE:STVN – Get Free Report) are both medical companies, but which is the superior investment? We will compare the two businesses based on the strength... More of this article »
Critical Comparison: Sound Point Meridian Capital (SPMC) versus Its Rivals
Sound Point Meridian Capital (NYSE:SPMC – Get Free Report) is one of 64 publicly-traded companies in the “FIN – INVEST MGMT” industry, but how does it weigh in compared to its competitors? We will compare Sound... More of this article »
Vipshop Holdings Limited $VIPS Stake Increased by Acadian Asset Management LLC
Acadian Asset Management LLC grew its holdings in Vipshop Holdings Limited (NYSE:VIPS – Free Report) by 17.4% in the first quarter, Holdings Channel.com reports. The firm owned 16,760,405 shares of the technology company’s... More of this article »
Geneos Wealth Management Inc. Increases Stake in First Trust TCW Opportunistic Fixed Income ETF $FIXD
Geneos Wealth Management Inc. increased its holdings in shares of First Trust TCW Opportunistic Fixed Income ETF (NASDAQ:FIXD – Free Report) by 5.0% in the 1st quarter, according to the company in its most recent Form 13F filing... More of this article »
Geneos Wealth Management Inc. Decreases Position in iShares Core U.S. Aggregate Bond ETF $AGG
Geneos Wealth Management Inc. lowered its stake in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 43.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Allspring Multi-Sector Income Fund (ERC) to Issue Monthly Dividend of $0.07 on October 1st
Allspring Multi-Sector Income Fund (NYSEAMERICAN:ERC – Get Free Report) declared a monthly dividend on Tuesday, August 19th. Shareholders of record on Friday, September 12th will be given a dividend of 0.0722 per share on Wednesday,... More of this article »
iShares ESG Aware MSCI USA ETF $ESGU Stock Position Increased by Nepc LLC
Nepc LLC grew its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 60.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Primis Financial Corp. $FRST Stake Boosted by Mendon Capital Advisors Corp
Mendon Capital Advisors Corp lifted its holdings in Primis Financial Corp. (NASDAQ:FRST – Free Report) by 6.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Belpointe Asset Management LLC Boosts Stock Position in Ameren Corporation $AEE
Belpointe Asset Management LLC lifted its holdings in shares of Ameren Corporation (NYSE:AEE – Free Report) by 1.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Malayan Banking Berhad (OTCMKTS:MLYBY) Declares $0.12 Dividend
Malayan Banking Berhad (OTCMKTS:MLYBY – Get Free Report) announced a dividend on Saturday, September 6th, investing.com reports. Shareholders of record on Monday, September 15th will be given a dividend of 0.122 per share on... More of this article »