Home » Author Archive
Granite Harbor Advisors Inc. Has $313,000 Position in GE Aerospace $GE
Granite Harbor Advisors Inc. increased its stake in GE Aerospace (NYSE:GE – Free Report) by 5.3% in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,217 shares of the company’s... More of this article »
Connors Investor Services Inc. Has $236,000 Stock Position in Simulations Plus, Inc. $SLP
Connors Investor Services Inc. grew its position in Simulations Plus, Inc. (NASDAQ:SLP – Free Report) by 37.3% in the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 13,500 shares of the technology... More of this article »
Pentair (NYSE:PNR) Releases FY 2025 Earnings Guidance
Pentair (NYSE:PNR – Get Free Report) issued an update on its FY 2025 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 4.850-4.900 for the period, compared to the consensus estimate... More of this article »
LifeWealth Investments LLC Acquires 8,772 Shares of SPDR Portfolio S&P 500 ETF $SPLG
LifeWealth Investments LLC increased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 14.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
RNC Capital Management LLC Has $5.17 Million Holdings in The Travelers Companies, Inc. $TRV
RNC Capital Management LLC grew its holdings in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 0.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Marriott International, Inc. $MAR Stock Position Boosted by LifeWealth Investments LLC
LifeWealth Investments LLC boosted its stake in Marriott International, Inc. (NASDAQ:MAR – Free Report) by 11.3% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Tributary Capital Management LLC Buys 63 Shares of Domino’s Pizza Inc $DPZ
Tributary Capital Management LLC raised its stake in Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 3.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Axiom Financial Strategies LLC Sells 3,680 Shares of Vanguard Emerging Markets Government Bond ETF $VWOB
Axiom Financial Strategies LLC reduced its holdings in shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 9.1% in the 2nd quarter, Holdings Channel.com reports. The institutional investor... More of this article »
Capital Investment Services of America Inc. Boosts Stake in IDEXX Laboratories, Inc. $IDXX
Capital Investment Services of America Inc. increased its holdings in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 0.8% during the second quarter, according to its most recent filing with the Securities... More of this article »
Sonata Capital Group Inc. Has $18.13 Million Stock Holdings in iShares Russell 1000 Growth ETF $IWF
Sonata Capital Group Inc. lessened its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.7% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Lithia Motors (NYSE:LAD) Releases Quarterly Earnings Results, Beats Estimates By $0.97 EPS
Lithia Motors (NYSE:LAD – Get Free Report) released its quarterly earnings results on Wednesday. The company reported $9.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.53 by $0.97, Zacks reports.... More of this article »
Sonata Capital Group Inc. Reduces Stock Holdings in SPDR S&P MidCap 400 ETF Trust $MDY
Sonata Capital Group Inc. reduced its holdings in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 1.6% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 7,476 shares... More of this article »
TFB Advisors LLC Sells 340 Shares of Cisco Systems, Inc. $CSCO
TFB Advisors LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 7.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Castle Wealth Management LLC Acquires 12,076 Shares of Invesco Short Term Treasury ETF $TBLL
Castle Wealth Management LLC lifted its holdings in Invesco Short Term Treasury ETF (NYSEARCA:TBLL – Free Report) by 3.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Strategic Blueprint LLC Boosts Position in iShares 1-3 Year Treasury Bond ETF $SHY
Strategic Blueprint LLC increased its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 2.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Castle Wealth Management LLC Sells 4,786 Shares of iShares Core S&P Mid-Cap ETF $IJH
Castle Wealth Management LLC lowered its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 5.7% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Strategic Blueprint LLC Grows Holdings in Innovator Defined Wealth Shield ETF $BALT
Strategic Blueprint LLC increased its position in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 7.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Strategic Blueprint LLC Purchases 27,996 Shares of Avantis U.S. Large Cap Value ETF $AVLV
Strategic Blueprint LLC raised its position in shares of Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV – Free Report) by 8.6% during the second quarter, HoldingsChannel.com reports. The fund owned 354,898 shares of the company’s... More of this article »
Stephens Investment Management Group LLC Reduces Stock Holdings in Marvell Technology, Inc. $MRVL
Stephens Investment Management Group LLC lowered its position in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) by 30.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Exencial Wealth Advisors LLC Has $1.77 Million Stock Position in ConocoPhillips $COP
Exencial Wealth Advisors LLC lowered its stake in ConocoPhillips (NYSE:COP – Free Report) by 2.9% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Warther Private Wealth LLC Sells 3,941 Shares of The Charles Schwab Corporation $SCHW
Warther Private Wealth LLC lessened its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 1.5% in the second quarter, Holdings Channel reports. The institutional investor owned 265,119 shares of the financial... More of this article »
Castle Wealth Management LLC Acquires Shares of 1,505 Palantir Technologies Inc. $PLTR
Castle Wealth Management LLC acquired a new stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund acquired 1,505 shares of the company’s... More of this article »
Granite Harbor Advisors Inc. Buys Shares of 24,956 Dimensional US Small Cap Value ETF $DFSV
Granite Harbor Advisors Inc. acquired a new position in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the second quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Cambridge Capital Management LLC Invests $4.46 Million in Schwab International Equity ETF $SCHF
Cambridge Capital Management LLC purchased a new position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The firm purchased 201,913 shares of the company’s... More of this article »
Axiom Financial Strategies LLC Buys New Stake in MGM Resorts International $MGM
Axiom Financial Strategies LLC bought a new stake in MGM Resorts International (NYSE:MGM – Free Report) during the second quarter, Holdings Channel.com reports. The fund bought 6,002 shares of the company’s stock, valued... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV Shares Sold by Denali Advisors LLC
Denali Advisors LLC cut its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 23.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Denali Advisors LLC Acquires New Stake in D.R. Horton, Inc. $DHI
Denali Advisors LLC acquired a new stake in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
American Century Focused Dynamic Growth ETF $FDG Shares Bought by Prosperity Financial Group Inc.
Prosperity Financial Group Inc. lifted its holdings in American Century Focused Dynamic Growth ETF (BATS:FDG – Free Report) by 8.1% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 12,414 shares of the company’s... More of this article »
Forum Financial Management LP Trims Stock Position in Dimensional Core Fixed Income ETF $DFCF
Forum Financial Management LP cut its stake in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 1.1% in the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
Clifford Swan Investment Counsel LLC Trims Holdings in Allison Transmission Holdings, Inc. $ALSN
Clifford Swan Investment Counsel LLC reduced its holdings in shares of Allison Transmission Holdings, Inc. (NYSE:ALSN – Free Report) by 0.6% in the second quarter, HoldingsChannel reports. The fund owned 356,944 shares of the... More of this article »
VanEck Gold Miners ETF $GDX Position Cut by Capital Wealth Alliance LLC
Capital Wealth Alliance LLC reduced its holdings in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 6.4% during the 2nd quarter, Holdings Channel reports. The fund owned 64,681 shares of the exchange traded fund’s... More of this article »
Capital Wealth Alliance LLC Has $4.72 Million Position in VanEck Merk Gold ETF $OUNZ
Capital Wealth Alliance LLC reduced its position in shares of VanEck Merk Gold ETF (NYSEARCA:OUNZ – Free Report) by 0.3% during the second quarter, Holdings Channel reports. The institutional investor owned 147,887 shares of... More of this article »
Equinix, Inc. $EQIX Shares Bought by Ethic Inc.
Ethic Inc. lifted its stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 5.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,529... More of this article »
Ethic Inc. Has $8.28 Million Position in Arthur J. Gallagher & Co. $AJG
Ethic Inc. reduced its stake in shares of Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 21.6% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Onyx Bridge Wealth Group LLC Purchases 21 Shares of The Goldman Sachs Group, Inc. $GS
Onyx Bridge Wealth Group LLC boosted its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 4.4% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Family Capital Management Inc. Invests $437,000 in Johnson & Johnson $JNJ
Family Capital Management Inc. bought a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 2,862... More of this article »
Jacobsen Capital Management Increases Stock Position in Johnson & Johnson $JNJ
Jacobsen Capital Management raised its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 54.3% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Fusion Family Wealth LLC Increases Holdings in Invesco S&P 500 Revenue ETF $RWL
Fusion Family Wealth LLC grew its position in shares of Invesco S&P 500 Revenue ETF (NYSEARCA:RWL – Free Report) by 0.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Tributary Capital Management LLC Has $25.86 Million Holdings in Moelis & Company $MC
Tributary Capital Management LLC decreased its holdings in Moelis & Company (NYSE:MC – Free Report) by 2.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 414,964... More of this article »
IDACORP, Inc. $IDA Holdings Decreased by Tributary Capital Management LLC
Tributary Capital Management LLC reduced its stake in shares of IDACORP, Inc. (NYSE:IDA – Free Report) by 6.3% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Freedom Investment Management Inc. Reduces Position in NXP Semiconductors N.V. $NXPI
Freedom Investment Management Inc. trimmed its holdings in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 3.4% during the second quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Stewart Information Services Corporation $STC Shares Sold by Tributary Capital Management LLC
Tributary Capital Management LLC cut its holdings in shares of Stewart Information Services Corporation (NYSE:STC – Free Report) by 7.0% in the 2nd quarter, Holdings Channel reports. The fund owned 295,440 shares of the insurance... More of this article »
Freedom Investment Management Inc. Has $1.84 Million Position in MSCI Inc $MSCI
Freedom Investment Management Inc. lessened its holdings in shares of MSCI Inc (NYSE:MSCI – Free Report) by 4.0% in the second quarter, HoldingsChannel.com reports. The firm owned 3,186 shares of the technology company’s... More of this article »
Tributary Capital Management LLC Lowers Holdings in ICF International, Inc. $ICFI
Tributary Capital Management LLC decreased its stake in shares of ICF International, Inc. (NASDAQ:ICFI – Free Report) by 8.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Short Interest in Direxion Daily BRKB Bear 1X Shares (NASDAQ:BRKD) Expands By 54.5%
Direxion Daily BRKB Bear 1X Shares (NASDAQ:BRKD – Get Free Report) was the recipient of a large increase in short interest during the month of September. As of September 30th, there was short interest totaling 3,400 shares, ... More of this article »
Capital Metals (LON:CMET) Shares Down 12.8% – What’s Next?
Capital Metals plc (LON:CMET – Get Free Report) dropped 12.8% on Thursday . The company traded as low as GBX 4.14 ($0.06) and last traded at GBX 4.14 ($0.06). Approximately 1,109,278 shares traded hands during mid-day trading,... More of this article »
JZR Gold (CVE:JZR) Trading Up 36.6% – What’s Next?
JZR Gold Inc. (CVE:JZR – Get Free Report)’s share price was up 36.6% during trading on Thursday . The stock traded as high as C$0.56 and last traded at C$0.56. Approximately 680,874 shares traded hands during mid-day trading,... More of this article »
RNC Capital Management LLC Acquires New Position in Shopify Inc. $SHOP
RNC Capital Management LLC purchased a new stake in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) in the second quarter, according to its most recent filing with the SEC. The fund purchased 2,970 shares of the software... More of this article »