Home » Author Archive

Image for 85,154 Shares in Medtronic PLC $MDT Bought by Purpose Unlimited Inc.

85,154 Shares in Medtronic PLC $MDT Bought by Purpose Unlimited Inc.

Purpose Unlimited Inc. bought a new stake in Medtronic PLC (NYSE:MDT – Free Report) in the fourth quarter, HoldingsChannel reports. The fund bought 85,154 shares of the medical technology company’s stock, valued at approximately... More of this article »
Image for Seneca Foods Corp. $SENEA Shares Sold by Pullen Investment Management LLC

Seneca Foods Corp. $SENEA Shares Sold by Pullen Investment Management LLC

Pullen Investment Management LLC reduced its position in Seneca Foods Corp. (NASDAQ:SENEA – Free Report) by 40.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Purpose Unlimited Inc. Buys New Position in Imperial Oil Limited $IMO

Purpose Unlimited Inc. Buys New Position in Imperial Oil Limited $IMO

Purpose Unlimited Inc. purchased a new position in shares of Imperial Oil Limited (NYSEAMERICAN:IMO – Free Report) (TSE:IMO) during the 4th quarter, Holdings Channel reports. The institutional investor purchased 11,598 shares... More of this article »
Image for Diversified Trust Co Reduces Holdings in AutoZone, Inc. $AZO

Diversified Trust Co Reduces Holdings in AutoZone, Inc. $AZO

Diversified Trust Co lowered its position in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 23.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,515... More of this article »
Image for Schwab Fundamental U.S. Large Company ETF $FNDX is Solitude Financial Services’ 5th Largest Position

Schwab Fundamental U.S. Large Company ETF $FNDX is Solitude Financial Services’ 5th Largest Position

Solitude Financial Services increased its holdings in shares of Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 1.9% in the first quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Vanguard High Dividend Yield ETF $VYM Shares Sold by Nations Financial Group Inc. IA ADV

Vanguard High Dividend Yield ETF $VYM Shares Sold by Nations Financial Group Inc. IA ADV

Nations Financial Group Inc. IA ADV lessened its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 4.5% in the first quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
Image for Driven Brands Holdings Inc. $DRVN Stock Holdings Boosted by Pullen Investment Management LLC

Driven Brands Holdings Inc. $DRVN Stock Holdings Boosted by Pullen Investment Management LLC

Pullen Investment Management LLC increased its position in Driven Brands Holdings Inc. (NASDAQ:DRVN – Free Report) by 141.4% during the first quarter, Holdings Channel reports. The fund owned 195,239 shares of the company’s... More of this article »
Image for Weatherly Asset Management L. P. Has $37.04 Million Stake in JPMorgan Ultra-Short Municipal ETF $JMST

Weatherly Asset Management L. P. Has $37.04 Million Stake in JPMorgan Ultra-Short Municipal ETF $JMST

Weatherly Asset Management L. P. increased its holdings in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 2.7% during the first quarter, HoldingsChannel reports. The fund owned 726,586 shares of the company’s... More of this article »
Image for Green Ridge Wealth Planning LLC Buys Shares of 2,734 Johnson & Johnson $JNJ

Green Ridge Wealth Planning LLC Buys Shares of 2,734 Johnson & Johnson $JNJ

Green Ridge Wealth Planning LLC bought a new position in Johnson & Johnson (NYSE:JNJ – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 2,734 shares of the company’s stock, valued at approximately... More of this article »
Image for Midwest Heritage Bank FSB Boosts Stake in Dimensional U.S. Core Equity 2 ETF $DFAC

Midwest Heritage Bank FSB Boosts Stake in Dimensional U.S. Core Equity 2 ETF $DFAC

Midwest Heritage Bank FSB boosted its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 3.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 1,276,183 shares of the company’s... More of this article »
Image for Midwest Heritage Bank FSB Has $6.60 Million Stock Position in State Street SPDR Portfolio S&P 500 ETF $SPYM

Midwest Heritage Bank FSB Has $6.60 Million Stock Position in State Street SPDR Portfolio S&P 500 ETF $SPYM

Midwest Heritage Bank FSB lowered its stake in shares of State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM – Free Report) by 7.9% during the first quarter, according to its most recent disclosure with the Securities... More of this article »
Image for WESPAC Advisors SoCal LLC Buys Shares of 86,532 AGNC Investment Corp. $AGNC

WESPAC Advisors SoCal LLC Buys Shares of 86,532 AGNC Investment Corp. $AGNC

WESPAC Advisors SoCal LLC purchased a new position in shares of AGNC Investment Corp. (NASDAQ:AGNC – Free Report) during the first quarter, Holdings Channel.com reports. The fund purchased 86,532 shares of the real estate investment... More of this article »
Image for Head-To-Head Review: Turn Therapeutics (NASDAQ:TTRX) & Acerus Pharmaceuticals (OTCMKTS:ASPCF)

Head-To-Head Review: Turn Therapeutics (NASDAQ:TTRX) & Acerus Pharmaceuticals (OTCMKTS:ASPCF)

Turn Therapeutics (NASDAQ:TTRX – Get Free Report) and Acerus Pharmaceuticals (OTCMKTS:ASPCF – Get Free Report) are both small-cap manufacturing companies, but which is the superior stock? We will contrast the two companies... More of this article »
Image for CoStar Group (NASDAQ:CSGP) vs. Leidos (NYSE:LDOS) Financial Survey

CoStar Group (NASDAQ:CSGP) vs. Leidos (NYSE:LDOS) Financial Survey

CoStar Group (NASDAQ:CSGP – Get Free Report) and Leidos (NYSE:LDOS – Get Free Report) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two companies based on the... More of this article »
Image for 549,413 Shares in Vox Royalty Corp. $VOXR Bought by McAlvany Wealth Management LLC

549,413 Shares in Vox Royalty Corp. $VOXR Bought by McAlvany Wealth Management LLC

McAlvany Wealth Management LLC bought a new stake in Vox Royalty Corp. (NASDAQ:VOXR – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought 549,413 shares of the company’s stock,... More of this article »
Image for McAlvany Wealth Management LLC Takes Position in Expand Energy Corporation $EXE

McAlvany Wealth Management LLC Takes Position in Expand Energy Corporation $EXE

McAlvany Wealth Management LLC bought a new stake in shares of Expand Energy Corporation (NASDAQ:EXE – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 15,539 shares of the... More of this article »
Image for Purpose Unlimited Inc. Purchases New Shares in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV

Purpose Unlimited Inc. Purchases New Shares in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV

Purpose Unlimited Inc. purchased a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 53,642 shares... More of this article »
Image for 861,900 Shares in Hyliion Holdings Corp. $HYLN Acquired by J. Derek Lewis & Associates Inc.

861,900 Shares in Hyliion Holdings Corp. $HYLN Acquired by J. Derek Lewis & Associates Inc.

J. Derek Lewis & Associates Inc. bought a new position in shares of Hyliion Holdings Corp. (NYSEAMERICAN:HYLN – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 861,900 shares of the company’s... More of this article »
Image for Purpose Unlimited Inc. Buys New Position in Coinbase Global, Inc. $COIN

Purpose Unlimited Inc. Buys New Position in Coinbase Global, Inc. $COIN

Purpose Unlimited Inc. bought a new stake in Coinbase Global, Inc. (NASDAQ:COIN) in the 4th quarter, according to its most recent disclosure with the SEC. The fund bought 47,899 shares of the cryptocurrency exchange’s stock,... More of this article »
Image for Purpose Unlimited Inc. Buys Shares of 338,924 Invesco S&P Emerging Markets Low Volatility ETF $EELV

Purpose Unlimited Inc. Buys Shares of 338,924 Invesco S&P Emerging Markets Low Volatility ETF $EELV

Purpose Unlimited Inc. bought a new position in Invesco S&P Emerging Markets Low Volatility ETF (NYSEARCA:EELV – Free Report) in the 4th quarter, Holdings Channel reports. The firm bought 338,924 shares of the company’s... More of this article »
Image for 513,267 Shares in Cenovus Energy Inc $CVE Purchased by Purpose Unlimited Inc.

513,267 Shares in Cenovus Energy Inc $CVE Purchased by Purpose Unlimited Inc.

Purpose Unlimited Inc. bought a new stake in shares of Cenovus Energy Inc (NYSE:CVE – Free Report) (TSE:CVE) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Purpose Unlimited Inc. Purchases New Position in Rogers Communication, Inc. $RCI

Purpose Unlimited Inc. Purchases New Position in Rogers Communication, Inc. $RCI

Purpose Unlimited Inc. purchased a new stake in Rogers Communication, Inc. (NYSE:RCI – Free Report) (TSE:RCI.B) during the fourth quarter, Holdings Channel reports. The firm purchased 183,851 shares of the Wireless communications... More of this article »
Image for J. Derek Lewis & Associates Inc. Purchases Shares of 18,622 Circle Internet Group, Inc. $CRCL

J. Derek Lewis & Associates Inc. Purchases Shares of 18,622 Circle Internet Group, Inc. $CRCL

J. Derek Lewis & Associates Inc. purchased a new stake in Circle Internet Group, Inc. (NYSE:CRCL – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 18,622 shares of the company’s... More of this article »
Image for Stance Capital LLC Buys New Shares in Ciena Corporation $CIEN

Stance Capital LLC Buys New Shares in Ciena Corporation $CIEN

Stance Capital LLC purchased a new position in shares of Ciena Corporation (NYSE:CIEN – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 5,765 shares of the communications equipment provider’s... More of this article »
Image for 38,873 Shares in Smurfit Westrock PLC $SW Acquired by Stance Capital LLC

38,873 Shares in Smurfit Westrock PLC $SW Acquired by Stance Capital LLC

Stance Capital LLC bought a new stake in shares of Smurfit Westrock PLC (NYSE:SW – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Financial Contrast: Benev Capital (OTCMKTS:BEVFF) and Scully Royalty (NYSE:SRL)

Financial Contrast: Benev Capital (OTCMKTS:BEVFF) and Scully Royalty (NYSE:SRL)

Scully Royalty (NYSE:SRL – Get Free Report) and Benev Capital (OTCMKTS:BEVFF – Get Free Report) are both small-cap multi-sector conglomerates companies, but which is the better stock? We will compare the two businesses... More of this article »
Image for World Investment Advisors Sells 2,155 Shares of Cigna Group $CI

World Investment Advisors Sells 2,155 Shares of Cigna Group $CI

World Investment Advisors lowered its holdings in Cigna Group (NYSE:CI – Free Report) by 27.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for World Investment Advisors Sells 50,681 Shares of Mondelez International, Inc. $MDLZ

World Investment Advisors Sells 50,681 Shares of Mondelez International, Inc. $MDLZ

World Investment Advisors decreased its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 61.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Hsbc Holdings PLC Increases Stock Position in Southern Company (The) $SO

Hsbc Holdings PLC Increases Stock Position in Southern Company (The) $SO

Hsbc Holdings PLC raised its stake in Southern Company (The) (NYSE:SO – Free Report) by 5.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 1,848,710 shares of the utilities provider’s stock after purchasing... More of this article »
Image for Prudential Public (NYSE:PUK) and Amacore Group (OTCMKTS:ACGI) Critical Comparison

Prudential Public (NYSE:PUK) and Amacore Group (OTCMKTS:ACGI) Critical Comparison

Prudential Public (NYSE:PUK – Get Free Report) and Amacore Group (OTCMKTS:ACGI – Get Free Report) are both finance companies, but which is the better investment? We will compare the two businesses based on the strength... More of this article »
Image for 6,735 Shares in iShares Future AI & Tech ETF $ARTY Purchased by SHP Wealth Management

6,735 Shares in iShares Future AI & Tech ETF $ARTY Purchased by SHP Wealth Management

SHP Wealth Management purchased a new stake in shares of iShares Future AI & Tech ETF (NYSEARCA:ARTY – Free Report) in the 4th quarter, Holdings Channel reports. The fund purchased 6,735 shares of the company’s stock,... More of this article »
Image for Teradata Corporation $TDC Holdings Decreased by Pacer Advisors Inc.

Teradata Corporation $TDC Holdings Decreased by Pacer Advisors Inc.

Pacer Advisors Inc. lowered its stake in Teradata Corporation (NYSE:TDC – Free Report) by 35.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 370,491 shares of the technology company’s stock after selling... More of this article »
Image for Tobam Invests $438,000 in Teradyne, Inc. $TER

Tobam Invests $438,000 in Teradyne, Inc. $TER

Tobam purchased a new stake in Teradyne, Inc. (NASDAQ:TER – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 2,262 shares of the... More of this article »
Image for Pacer Advisors Inc. Sells 57,313 Shares of Veeva Systems Inc. $VEEV

Pacer Advisors Inc. Sells 57,313 Shares of Veeva Systems Inc. $VEEV

Pacer Advisors Inc. trimmed its holdings in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 50.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Kera Capital Partners Inc. Buys Shares of 9,554 Bristol Myers Squibb Company $BMY

Kera Capital Partners Inc. Buys Shares of 9,554 Bristol Myers Squibb Company $BMY

Kera Capital Partners Inc. purchased a new position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Promising Mining Stocks To Follow Today – June 20th

Promising Mining Stocks To Follow Today – June 20th

Caterpillar, Coeur Mining, IREN, Newmont, and Freeport-McMoRan are the five Mining stocks to watch today, according to MarketBeat’s stock screener tool. Mining stocks are shares of companies that explore for, develop, and produce... More of this article »
Image for Best Cryptocurrency Stocks To Follow Now – June 20th

Best Cryptocurrency Stocks To Follow Now – June 20th

Bitfarms, Galaxy Digital, HIVE Digital Technologies, Digi Power X, Soluna, ZenaTech, and Greenidge Generation are the seven Cryptocurrency stocks to watch today, according to MarketBeat’s stock screener tool. Cryptocurrency... More of this article »
Image for Health Care Select Sector SPDR Fund (XLV) To Go Ex-Dividend on June 22nd

Health Care Select Sector SPDR Fund (XLV) To Go Ex-Dividend on June 22nd

Health Care Select Sector SPDR Fund (NYSEARCA:XLV – Get Free Report) declared a quarterly dividend on Wednesday, December 31st. Investors of record on Monday, June 22nd will be given a dividend of 0.6563 per share by the exchange... More of this article »
Image for Stenger Family Office LLC Takes Position in GE Vernova Inc. $GEV

Stenger Family Office LLC Takes Position in GE Vernova Inc. $GEV

Stenger Family Office LLC acquired a new stake in GE Vernova Inc. (NYSE:GEV – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund acquired 1,098 shares of the company’s stock, valued at approximately... More of this article »
Image for Virtu Financial LLC Trims Stake in McDonald’s Corporation $MCD

Virtu Financial LLC Trims Stake in McDonald’s Corporation $MCD

Virtu Financial LLC cut its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 29.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 3,775 Shares in Johnson & Johnson $JNJ Bought by Reflection Asset Management

3,775 Shares in Johnson & Johnson $JNJ Bought by Reflection Asset Management

Reflection Asset Management acquired a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Reflection Asset Management Makes New $1.11 Million Investment in Eli Lilly and Company $LLY

Reflection Asset Management Makes New $1.11 Million Investment in Eli Lilly and Company $LLY

Reflection Asset Management bought a new stake in Eli Lilly and Company (NYSE:LLY – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 1,035 shares of the company’s... More of this article »
Image for Thryve Wealth Management LLC Purchases New Position in Tesla, Inc. $TSLA

Thryve Wealth Management LLC Purchases New Position in Tesla, Inc. $TSLA

Thryve Wealth Management LLC purchased a new position in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 4th quarter, Holdings Channel reports. The firm purchased 6,519 shares of the electric vehicle producer’s stock, valued... More of this article »
Image for Meadowbrook Advisors Group LLC Makes New $851,000 Investment in Palo Alto Networks, Inc. $PANW

Meadowbrook Advisors Group LLC Makes New $851,000 Investment in Palo Alto Networks, Inc. $PANW

Meadowbrook Advisors Group LLC purchased a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Waste Connections (TSE:WCN) Share Price Passes Below 50 Day Moving Average   – Time to Sell?

Waste Connections (TSE:WCN) Share Price Passes Below 50 Day Moving Average – Time to Sell?

Shares of Waste Connections, Inc. (TSE:WCN – Get Free Report) passed below its 50 day moving average during trading on Thursday . The stock has a 50 day moving average of C$216.26 and traded as low as C$215.43. Waste Connections... More of this article »
Image for AIX.V (CVE:AIX) Stock Price Crosses Above Fifty Day Moving Average   – Here’s What Happened

AIX.V (CVE:AIX) Stock Price Crosses Above Fifty Day Moving Average – Here’s What Happened

Shares of AIX.V (CVE:AIX – Get Free Report) passed above its fifty day moving average during trading on Thursday . The stock has a fifty day moving average of C$0.28 and traded as high as C$0.28. AIX.V shares last traded at C$0.28,... More of this article »
Image for PeakShares LLC Makes New Investment in Salesforce Inc. $CRM

PeakShares LLC Makes New Investment in Salesforce Inc. $CRM

PeakShares LLC acquired a new position in Salesforce Inc. (NYSE:CRM – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm acquired 5,536 shares of the CRM provider’s stock, valued at approximately... More of this article »
Image for Wick Capital Partners LLC Decreases Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Wick Capital Partners LLC Decreases Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Wick Capital Partners LLC lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 98.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for KAZ Minerals (OTCMKTS:KZMYY) Stock Price Passes Above 50 Day Moving Average   – Time to Sell?

KAZ Minerals (OTCMKTS:KZMYY) Stock Price Passes Above 50 Day Moving Average – Time to Sell?

KAZ Minerals PLC (OTCMKTS:KZMYY – Get Free Report) passed above its 50-day moving average during trading on Thursday . The stock has a 50-day moving average of $5.76 and traded as high as $5.7650. KAZ Minerals shares last traded... More of this article »
Image for BioSyent (CVE:RX) Stock Passes Below 200-Day Moving Average   – Here’s What Happened

BioSyent (CVE:RX) Stock Passes Below 200-Day Moving Average – Here’s What Happened

BioSyent Inc. (CVE:RX – Get Free Report)’s share price passed below its 200-day moving average during trading on Thursday . The stock has a 200-day moving average of C$13.97 and traded as low as C$13.85. BioSyent shares... More of this article »