Home » Author Archive

Image for Prime Capital Management Co Ltd Raises Stock Holdings in CAVA Group, Inc. $CAVA

Prime Capital Management Co Ltd Raises Stock Holdings in CAVA Group, Inc. $CAVA

Prime Capital Management Co Ltd increased its position in shares of CAVA Group, Inc. (NYSE:CAVA – Free Report) by 90.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Richmond Brothers Inc. Has $7.01 Million Stock Position in Vanguard Health Care ETF $VHT

Richmond Brothers Inc. Has $7.01 Million Stock Position in Vanguard Health Care ETF $VHT

Richmond Brothers Inc. raised its stake in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 76.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 24,367... More of this article »
Image for Weekly Analysts’ Ratings Updates for Ambarella (AMBA)

Weekly Analysts’ Ratings Updates for Ambarella (AMBA)

Ambarella (NASDAQ: AMBA) recently received a number of ratings updates from brokerages and research firms: 5/29/2026 – Ambarella had its price target raised by Bank of America Corporation from $72.00 to $96.00. They now have... More of this article »
Image for Avantis Responsible Emerging Markets Equity ETF $AVSE Shares Purchased by Riverwater Partners LLC

Avantis Responsible Emerging Markets Equity ETF $AVSE Shares Purchased by Riverwater Partners LLC

Riverwater Partners LLC raised its position in Avantis Responsible Emerging Markets Equity ETF (NYSEARCA:AVSE – Free Report) by 6.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Daktronics (NASDAQ:DAKT) Stock Rating Upgraded by Roth Mkm

Daktronics (NASDAQ:DAKT) Stock Rating Upgraded by Roth Mkm

Daktronics (NASDAQ:DAKT – Get Free Report) was upgraded by investment analysts at Roth Mkm to a “strong-buy” rating in a research report issued on Wednesday,Zacks.com reports. A number of other research analysts have... More of this article »
Image for RKL Wealth Management LLC Decreases Stock Position in Novo Nordisk A/S $NVO

RKL Wealth Management LLC Decreases Stock Position in Novo Nordisk A/S $NVO

RKL Wealth Management LLC cut its position in Novo Nordisk A/S (NYSE:NVO – Free Report) by 31.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 54,311... More of this article »
Image for MIdWestOne Financial Group Inc. Has $2.33 Million Stock Holdings in Global Payments Inc. $GPN

MIdWestOne Financial Group Inc. Has $2.33 Million Stock Holdings in Global Payments Inc. $GPN

MIdWestOne Financial Group Inc. lowered its stake in Global Payments Inc. (NYSE:GPN – Free Report) by 48.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Lyell Wealth Management LP Has $6.31 Million Holdings in Freeport-McMoRan Inc. $FCX

Lyell Wealth Management LP Has $6.31 Million Holdings in Freeport-McMoRan Inc. $FCX

Lyell Wealth Management LP trimmed its position in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 11.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 124,165 shares of the natural resource company’s... More of this article »
Image for Principal Securities Inc. Has $33.49 Million Position in Fidelity MSCI Information Technology Index ETF $FTEC

Principal Securities Inc. Has $33.49 Million Position in Fidelity MSCI Information Technology Index ETF $FTEC

Principal Securities Inc. grew its position in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 72.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for AppLovin Corporation $APP Shares Sold by Swiss National Bank

AppLovin Corporation $APP Shares Sold by Swiss National Bank

Swiss National Bank lowered its position in AppLovin Corporation (NASDAQ:APP – Free Report) by 5.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 632,310 shares of the company’s stock after selling... More of this article »
Image for Ambev (NYSE:ABEV) Insider Paulo Andre Zagman Sells 136,250 Shares

Ambev (NYSE:ABEV) Insider Paulo Andre Zagman Sells 136,250 Shares

Ambev S.A. (NYSE:ABEV – Get Free Report) insider Paulo Andre Zagman sold 136,250 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $3.41, for a... More of this article »
Image for SMH Capital Advisors Inc. Has $2.50 Million Position in Trinity Capital Inc. $TRIN

SMH Capital Advisors Inc. Has $2.50 Million Position in Trinity Capital Inc. $TRIN

SMH Capital Advisors Inc. increased its position in shares of Trinity Capital Inc. (NASDAQ:TRIN – Free Report) by 22.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Trailhead Planners LLC Takes $480,000 Position in Invesco RAFI US 1500 Small-Mid ETF $PRFZ

Trailhead Planners LLC Takes $480,000 Position in Invesco RAFI US 1500 Small-Mid ETF $PRFZ

Trailhead Planners LLC acquired a new stake in shares of Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Peterson Wealth Services Purchases 990 Shares of SPDR S&P MidCap 400 ETF Trust $MDY

Peterson Wealth Services Purchases 990 Shares of SPDR S&P MidCap 400 ETF Trust $MDY

Peterson Wealth Services raised its position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 188.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Great Lakes Advisors LLC Sells 1,753 Shares of Parker-Hannifin Corporation $PH

Great Lakes Advisors LLC Sells 1,753 Shares of Parker-Hannifin Corporation $PH

Great Lakes Advisors LLC cut its holdings in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 193,864 shares... More of this article »
Image for Peterson Wealth Services Purchases 5,731 Shares of The Ensign Group, Inc. $ENSG

Peterson Wealth Services Purchases 5,731 Shares of The Ensign Group, Inc. $ENSG

Peterson Wealth Services boosted its position in The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) by 417.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 7,103 shares of the company’s stock after... More of this article »
Image for Pfizer Inc. $PFE Position Boosted by Sumitomo Mitsui Financial Group Inc.

Pfizer Inc. $PFE Position Boosted by Sumitomo Mitsui Financial Group Inc.

Sumitomo Mitsui Financial Group Inc. raised its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 16.7% during the 4th quarter, HoldingsChannel reports. The fund owned 190,203 shares of the biopharmaceutical company’s... More of this article »
Image for Parnassus Investments LLC Sells 282,860 Shares of S&P Global Inc. $SPGI

Parnassus Investments LLC Sells 282,860 Shares of S&P Global Inc. $SPGI

Parnassus Investments LLC lessened its holdings in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 13.9% during the 4th quarter, Holdings Channel reports. The firm owned 1,749,394 shares of the business services... More of this article »
Image for The Hartford Insurance Group, Inc. $HIG Position Lowered by Sustainable Insight Capital Management LLC

The Hartford Insurance Group, Inc. $HIG Position Lowered by Sustainable Insight Capital Management LLC

Sustainable Insight Capital Management LLC decreased its stake in shares of The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) by 15.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Image for Logan Capital Management Inc. Boosts Stock Position in ING Group, N.V. $ING

Logan Capital Management Inc. Boosts Stock Position in ING Group, N.V. $ING

Logan Capital Management Inc. boosted its holdings in shares of ING Group, N.V. (NYSE:ING – Free Report) by 11.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Logan Capital Management Inc. Buys 17,516 Shares of RH $RH

Logan Capital Management Inc. Buys 17,516 Shares of RH $RH

Logan Capital Management Inc. increased its stake in shares of RH (NYSE:RH – Free Report) by 115.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Kovack Advisors Inc. Grows Position in First Trust Enhanced Short Maturity ETF $FTSM

Kovack Advisors Inc. Grows Position in First Trust Enhanced Short Maturity ETF $FTSM

Kovack Advisors Inc. grew its stake in shares of First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM – Free Report) by 265.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 68,204 shares... More of this article »
Image for VanEck Gold Miners ETF $GDX Shares Bought by Kovack Advisors Inc.

VanEck Gold Miners ETF $GDX Shares Bought by Kovack Advisors Inc.

Kovack Advisors Inc. lifted its holdings in shares of VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 99.8% during the fourth quarter, Holdings Channel reports. The fund owned 55,749 shares of the exchange traded fund’s... More of this article »
Image for First Financial Bankshares Inc Buys 37,490 Shares of NextEra Energy, Inc. $NEE

First Financial Bankshares Inc Buys 37,490 Shares of NextEra Energy, Inc. $NEE

First Financial Bankshares Inc grew its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 3.9% 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 Top Gold Stocks To Watch Today – June 11th

Top Gold Stocks To Watch Today – June 11th

Newmont, Freeport-McMoRan, Barrick Mining, AngloGold Ashanti, Coeur Mining, Agnico Eagle Mines, and Wheaton Precious Metals are the seven Gold stocks to watch today, according to MarketBeat’s stock screener tool. Gold stocks... More of this article »
Image for ICICI Prudential Asset Management Co Ltd Sells 43,800 Shares of Merck & Co., Inc. $MRK

ICICI Prudential Asset Management Co Ltd Sells 43,800 Shares of Merck & Co., Inc. $MRK

ICICI Prudential Asset Management Co Ltd cut its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 41.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for 472,971 Shares in Butterfly Network, Inc. $BFLY Acquired by Polen Capital Management LLC

472,971 Shares in Butterfly Network, Inc. $BFLY Acquired by Polen Capital Management LLC

Polen Capital Management LLC acquired a new position in Butterfly Network, Inc. (NYSE:BFLY – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 472,971 shares... More of this article »
Image for Abeona Therapeutics (NASDAQ:ABEO) Insider Sells $28,885.00 in Stock

Abeona Therapeutics (NASDAQ:ABEO) Insider Sells $28,885.00 in Stock

Abeona Therapeutics Inc. (NASDAQ:ABEO – Get Free Report) insider Madhav Vasanthavada sold 5,450 shares of the stock in a transaction on Tuesday, June 9th. The stock was sold at an average price of $5.30, for a total value of... More of this article »
Image for Head to Head Comparison: NewHold Investment Corp III (NHIC) and Its Peers

Head to Head Comparison: NewHold Investment Corp III (NHIC) and Its Peers

NewHold Investment Corp III (NASDAQ:NHIC – Get Free Report) is one of 79 public companies in the “UNCLASSIFIED” industry, but how does it weigh in compared to its competitors? We will compare NewHold Investment Corp... More of this article »
Image for 44,403 Shares in O’Reilly Automotive, Inc. $ORLY Acquired by Meiji Yasuda America Inc

44,403 Shares in O’Reilly Automotive, Inc. $ORLY Acquired by Meiji Yasuda America Inc

Meiji Yasuda America Inc acquired a new position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired... More of this article »
Image for Head-To-Head Contrast: BridgeBio Oncology Therapeutics (BBOT) & Its Peers

Head-To-Head Contrast: BridgeBio Oncology Therapeutics (BBOT) & Its Peers

BridgeBio Oncology Therapeutics (NASDAQ:BBOT – Get Free Report) is one of 324 publicly-traded companies in the “Investment Offices” industry, but how does it weigh in compared to its rivals? We will compare BridgeBio... More of this article »
Image for Meiji Yasuda America Inc Takes Position in Welltower Inc. $WELL

Meiji Yasuda America Inc Takes Position in Welltower Inc. $WELL

Meiji Yasuda America Inc bought a new stake in shares of Welltower Inc. (NYSE:WELL – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Critical Survey: Forafric Global (NASDAQ:AFRI) versus Scheid Vineyards (OTCMKTS:SVIN)

Critical Survey: Forafric Global (NASDAQ:AFRI) versus Scheid Vineyards (OTCMKTS:SVIN)

Forafric Global (NASDAQ:AFRI – Get Free Report) and Scheid Vineyards (OTCMKTS:SVIN – Get Free Report) are both small-cap consumer staples companies, but which is the better investment? We will contrast the two companies... More of this article »
Image for Short Interest in Monarch ProCap Index ETF (BATS:MPRO) Expands By 749.7%

Short Interest in Monarch ProCap Index ETF (BATS:MPRO) Expands By 749.7%

Monarch ProCap Index ETF (BATS:MPRO – Get Free Report) saw a large increase in short interest in May. As of May 29th, there was short interest totaling 3,093 shares, an increase of 749.7% from the May 14th total of 364 shares.... More of this article »
Image for Karalyn Yearout Sells 522 Shares of Williams-Sonoma (NYSE:WSM) Stock

Karalyn Yearout Sells 522 Shares of Williams-Sonoma (NYSE:WSM) Stock

Williams-Sonoma, Inc. (NYSE:WSM – Get Free Report) EVP Karalyn Yearout sold 522 shares of the company’s stock in a transaction dated Monday, June 8th. The shares were sold at an average price of $203.07, for a total transaction... More of this article »
Image for Glencore (OTCMKTS:GLNCY) Downgraded by Zacks Research to “Hold”

Glencore (OTCMKTS:GLNCY) Downgraded by Zacks Research to “Hold”

Glencore (OTCMKTS:GLNCY – Get Free Report) was downgraded by investment analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research report issued on Wednesday,Zacks.com reports. Several... More of this article »
Image for Danakali Limited (OTCMKTS:SBMSF) Short Interest Update

Danakali Limited (OTCMKTS:SBMSF) Short Interest Update

Danakali Limited (OTCMKTS:SBMSF – Get Free Report) was the recipient of a significant growth in short interest in May. As of May 29th, there was short interest totaling 111,565 shares, a growth of 767.2% from the May 14th total... More of this article »
Image for TCTC Holdings LLC Has $48.98 Million Stock Holdings in iShares Russell 2000 ETF $IWM

TCTC Holdings LLC Has $48.98 Million Stock Holdings in iShares Russell 2000 ETF $IWM

TCTC Holdings LLC reduced its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 1.9% 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 Private Management Group Inc. Buys Shares of 322,880 Diageo plc $DEO

Private Management Group Inc. Buys Shares of 322,880 Diageo plc $DEO

Private Management Group Inc. bought a new stake in Diageo plc (NYSE:DEO – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 322,880 shares of the company’s stock,... More of this article »
Image for Great Lakes Advisors LLC Has $42.83 Million Position in Shell PLC Unsponsored ADR $SHEL

Great Lakes Advisors LLC Has $42.83 Million Position in Shell PLC Unsponsored ADR $SHEL

Great Lakes Advisors LLC reduced its position in shares of Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report) by 2.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 582,932 shares of the energy company’s... More of this article »
Image for 77,454 Shares in Simplify Treasury Option Income ETF $BUCK Acquired by Compass Capital Corp MA ADV

77,454 Shares in Simplify Treasury Option Income ETF $BUCK Acquired by Compass Capital Corp MA ADV

Compass Capital Corp MA ADV purchased a new position in shares of Simplify Treasury Option Income ETF (NYSEARCA:BUCK – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for DJE Kapital AG Purchases 326,261 Shares of HDFC Bank Limited $HDB

DJE Kapital AG Purchases 326,261 Shares of HDFC Bank Limited $HDB

DJE Kapital AG grew its stake in shares of HDFC Bank Limited (NYSE:HDB – Free Report) by 23.9% during the fourth quarter, HoldingsChannel reports. The firm owned 1,692,753 shares of the bank’s stock after purchasing an... More of this article »
Image for Fox Hill Wealth Management Increases Position in SPDR Gold Shares $GLD

Fox Hill Wealth Management Increases Position in SPDR Gold Shares $GLD

Fox Hill Wealth Management lifted its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 8.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Franklin BSP Realty Trust, Inc. (NYSE:FBRT) Receives $11.50 Consensus Target Price from Analysts

Franklin BSP Realty Trust, Inc. (NYSE:FBRT) Receives $11.50 Consensus Target Price from Analysts

Shares of Franklin BSP Realty Trust, Inc. (NYSE:FBRT – Get Free Report) have received a consensus rating of “Hold” from the five ratings firms that are covering the stock, Marketbeat Ratings reports. Two research... More of this article »
Image for Great Valley Advisor Group Inc. Sells 29,891 Shares of iShares 7-10 Year Treasury Bond ETF $IEF

Great Valley Advisor Group Inc. Sells 29,891 Shares of iShares 7-10 Year Treasury Bond ETF $IEF

Great Valley Advisor Group Inc. lessened its stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 18.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 132,182... More of this article »
Image for Adobe Inc. $ADBE Shares Sold by TCTC Holdings LLC

Adobe Inc. $ADBE Shares Sold by TCTC Holdings LLC

TCTC Holdings LLC decreased its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 21.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Dimensional National Municipal Bond ETF $DFNM is RAM Investment Partners LLC’s 8th Largest Position

Dimensional National Municipal Bond ETF $DFNM is RAM Investment Partners LLC’s 8th Largest Position

RAM Investment Partners LLC increased its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 22.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Mattson Financial Services LLC Purchases 10,522 Shares of DoubleLine Asset-Backed Securities ETF $DABS

Mattson Financial Services LLC Purchases 10,522 Shares of DoubleLine Asset-Backed Securities ETF $DABS

Mattson Financial Services LLC increased its position in DoubleLine Asset-Backed Securities ETF (NYSEARCA:DABS – Free Report) by 14.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Barings LLC Decreases Holdings in Wheaton Precious Metals Corp. $WPM

Barings LLC Decreases Holdings in Wheaton Precious Metals Corp. $WPM

Barings LLC trimmed its holdings in shares of Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) by 15.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for 6,981 Shares in Visa Inc. $V Purchased by SmartHarvest Portfolios LLC

6,981 Shares in Visa Inc. $V Purchased by SmartHarvest Portfolios LLC

SmartHarvest Portfolios LLC acquired a new position in shares of Visa Inc. (NYSE:V – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »