Home » Author Archive
IPG Investment Advisors LLC Reduces Stock Position in Murphy USA Inc. $MUSA
IPG Investment Advisors LLC lessened its holdings in Murphy USA Inc. (NYSE:MUSA – Free Report) by 32.2% during the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 22,422... More of this article »
Meridian Wealth Management LLC Buys 2,528 Shares of JPMorgan Chase & Co. $JPM
Meridian Wealth Management LLC grew its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.3% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 195,616... More of this article »
Tidal Investments LLC Buys 583,196 Shares of Energy Transfer LP $ET
Tidal Investments LLC grew its stake in Energy Transfer LP (NYSE:ET – Free Report) by 56.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »-logo-1200x675.png){kind=logo}
Maplebear Inc. $CART Stake Raised by WINTON GROUP Ltd
WINTON GROUP Ltd raised its holdings in shares of Maplebear Inc. (NASDAQ:CART – Free Report) by 368.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Integrated Wealth Concepts LLC Has $22.08 Million Stock Position in Invesco S&P 500 Momentum ETF $SPMO
Integrated Wealth Concepts LLC boosted its position in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 96.3% in the 2nd quarter, HoldingsChannel.com reports. The firm owned 136,683 shares of the... More of this article »
Standex International (NYSE:SXI) VP Max Arets Buys 45 Shares
Standex International Corporation (NYSE:SXI – Get Free Report) VP Max Arets purchased 45 shares of the stock in a transaction on Friday, September 4th. The shares were bought at an average price of $273.96 per share, for a total... More of this article »
Van Hulzen Asset Management LLC Sells 27,809 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Van Hulzen Asset Management LLC decreased its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 26.1% in the second quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
IFP Advisors Inc Increases Stock Position in FT Vest Rising Dividend Achievers Target Income ETF $RDVI
IFP Advisors Inc grew its holdings in FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) by 29.2% during the 2nd quarter, Holdings Channel reports. The firm owned 239,480 shares of the company’s... More of this article »
Imperial Tobacco Group (OTCMKTS:IMBBY) Sets New 52-Week Low – What’s Next?
Shares of Imperial Tobacco Group PLC (OTCMKTS:IMBBY – Get Free Report) hit a new 52-week low during mid-day trading on Tuesday . The stock traded as low as $33.34 and last traded at $33.5360, with a volume of 81252 shares. The... More of this article »
Innovator Laddered Allocation Power Buffer ETF (BATS:BUFF) Hits New 52-Week High – Here’s Why
Innovator Laddered Allocation Power Buffer ETF (BATS:BUFF – Get Free Report)’s share price hit a new 52-week high during trading on Tuesday . The stock traded as high as $54.32 and last traded at $53.7550, with a volume... More of this article »
Tamarack Valley Energy (TSE:TVE) Reaches New 52-Week High – Should You Buy?
Tamarack Valley Energy Ltd (TSE:TVE – Get Free Report)’s share price reached a new 52-week high during trading on Tuesday . The stock traded as high as C$14.09 and last traded at C$14.02, with a volume of 536856 shares... More of this article »
Kosmos Energy Ltd. (NYSE:KOS) Receives $2.53 Consensus Price Target from Analysts
Kosmos Energy Ltd. (NYSE:KOS – Get Free Report) has been given an average recommendation of “Reduce” by the nine ratings firms that are covering the stock, MarketBeat reports. Four analysts have rated the stock with... More of this article »
National Pension Service Increases Stock Position in The TJX Companies, Inc. $TJX
National Pension Service lifted its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 1.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Triad Investment Management Raises Stock Holdings in CDW Corporation $CDW
Triad Investment Management increased its position in shares of CDW Corporation (NASDAQ:CDW – Free Report) by 20.3% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
ON (NYSE:ONON) CFO Frank Sluis Sells 687 Shares
On Holding AG (NYSE:ONON – Get Free Report) CFO Frank Sluis sold 687 shares of the business’s stock in a transaction that occurred on Tuesday, September 8th. The shares were sold at an average price of $27.74, for a total... More of this article »
Cahill Financial Advisors Inc. Boosts Holdings in Vanguard Mid-Cap ETF $VO
Cahill Financial Advisors Inc. increased its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 301.3% in the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Hsbc Holdings PLC Raises Stock Position in Enterprise Products Partners L.P. $EPD
Hsbc Holdings PLC raised its holdings in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 13.6% during the second quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
SVB Wealth LLC Buys Shares of 310 Sandisk Corporation $SNDK
SVB Wealth LLC purchased a new position in Sandisk Corporation (NASDAQ:SNDK – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Waverly Advisors LLC Purchases New Position in Capital Group Growth ETF $CGGR
Waverly Advisors LLC acquired a new stake in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Veratis Advisors Inc. Makes New $706,000 Investment in Alphabet Inc. $GOOGL
Veratis Advisors Inc. bought a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 1,975 shares of the information services provider’s... More of this article »
Vanguard Total World Stock ETF $VT Shares Bought by Waverly Advisors LLC
Waverly Advisors LLC raised its position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 5.8% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 81,747 shares of the exchange... More of this article »
Capital Group Dividend Value ETF $CGDV Shares Bought by Waverly Advisors LLC
Waverly Advisors LLC lifted its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 209.7% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Trybe Capital Management LP Has $113.21 Million Stake in Alphabet Inc. $GOOGL
Trybe Capital Management LP increased its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 27.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Schwab Intermediate-Term U.S. Treasury ETF $SCHR Holdings Raised by NorthRock Partners LLC
NorthRock Partners LLC lifted its position in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 176.4% during the 2nd quarter, according to the company in its most recent filing with the Securities... More of this article »
Integrated Wealth Concepts LLC Has $12.57 Million Position in Philip Morris International Inc. $PM
Integrated Wealth Concepts LLC boosted its stake in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 13.3% during the second quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
PGIM Ultra Short Bond ETF $PULS Shares Sold by IFP Advisors Inc
IFP Advisors Inc lessened its stake in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 15.4% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
IFP Advisors Inc Sells 13,400 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
IFP Advisors Inc lowered its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 12.5% during the second quarter, Holdings Channel.com reports. The firm owned 93,781 shares of the company’s... More of this article »
Squarepoint Ops LLC Increases Stock Holdings in Customers Bancorp, Inc $CUBI
Squarepoint Ops LLC raised its holdings in Customers Bancorp, Inc (NYSE:CUBI – Free Report) by 39.9% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 137,530 shares of the bank’s stock after buying an... More of this article »
35,440 Shares in Invesco BulletShares 2030 Corporate Bond ETF $BSCU Bought by Wedmont Private Capital
Wedmont Private Capital purchased a new stake in Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
VIRGINIA RETIREMENT SYSTEMS ET Al Takes $3.87 Million Position in Krystal Biotech, Inc. $KRYS
VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in Krystal Biotech, Inc. (NASDAQ:KRYS – Free Report) in the 2nd quarter, HoldingsChannel reports. The fund purchased 10,400 shares of the company’s stock, valued... More of this article »
VIRGINIA RETIREMENT SYSTEMS ET Al Takes Position in SouthState Bank Corporation $SSB
VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in SouthState Bank Corporation (NYSE:SSB – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Recent Investment Analysts’ Ratings Updates for Intuit (INTU)
Intuit (NASDAQ: INTU) recently received a number of ratings updates from brokerages and research firms: 8/27/2026 – Intuit was given a new $370.00 price target by UBS Group AG. 8/26/2026 – Intuit had its price target raised... More of this article »
John Sheldon Peters Sells 859 Shares of Lemonade (NYSE:LMND) Stock
Lemonade, Inc. (NYSE:LMND – Get Free Report) insider John Peters sold 859 shares of the company’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $54.63, for a total transaction... More of this article »
Squarepoint Ops LLC Has $14.18 Million Stake in Black Hills Corporation $BKH
Squarepoint Ops LLC reduced its stake in Black Hills Corporation (NYSE:BKH – Free Report) by 29.2% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 190,598 shares of the utilities provider’s... More of this article »
Squarepoint Ops LLC Sells 667,810 Shares of Lemonade, Inc. $LMND
Squarepoint Ops LLC reduced its position in shares of Lemonade, Inc. (NYSE:LMND – Free Report) by 74.9% in the second quarter, Holdings Channel reports. The firm owned 224,307 shares of the company’s stock after selling... More of this article »
Chris Natali Sells 552 Shares of PayPal (NASDAQ:PYPL) Stock
PayPal Holdings, Inc. (NASDAQ:PYPL – Get Free Report) CAO Chris Natali sold 552 shares of the firm’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $54.80, for a total... More of this article »
Johanna Friedl-Naderer Sells 900 Shares of Dyne Therapeutics (NASDAQ:DYN) Stock
Dyne Therapeutics, Inc. (NASDAQ:DYN – Get Free Report) insider Johanna Friedl-Naderer sold 900 shares of the firm’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price... More of this article »
Strategic Advisors LLC Has $2.52 Million Holdings in Caterpillar Inc. $CAT
Strategic Advisors LLC decreased its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 63.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Hollencrest Capital Management Increases Stake in Caterpillar Inc. $CAT
Hollencrest Capital Management increased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 260.8% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,929... More of this article »
Hormel Foods Corporation $HRL Shares Sold by Hsbc Holdings PLC
Hsbc Holdings PLC trimmed its holdings in shares of Hormel Foods Corporation (NYSE:HRL – Free Report) by 11.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
VIRGINIA RETIREMENT SYSTEMS ET Al Takes $3.39 Million Position in Oshkosh Corporation $OSK
VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in shares of Oshkosh Corporation (NYSE:OSK – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
VIRGINIA RETIREMENT SYSTEMS ET Al Purchases Shares of 134,670 Tetra Tech, Inc. $TTEK
VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of Tetra Tech, Inc. (NASDAQ:TTEK – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
VIRGINIA RETIREMENT SYSTEMS ET Al Invests $4.09 Million in Medtronic PLC $MDT
VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in Medtronic PLC (NYSE:MDT – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
VIRGINIA RETIREMENT SYSTEMS ET Al Takes $3.67 Million Position in TTM Technologies, Inc. $TTMI
VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in TTM Technologies, Inc. (NASDAQ:TTMI – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
VIRGINIA RETIREMENT SYSTEMS ET Al Acquires Shares of 161,300 SLM Corporation $SLM
VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in SLM Corporation (NASDAQ:SLM – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
United Therapeutics (NASDAQ:UTHR) CEO Martine Rothblatt Sells 9,500 Shares
United Therapeutics Corporation (NASDAQ:UTHR – Get Free Report) CEO Martine Rothblatt sold 9,500 shares of the firm’s stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $499.03,... More of this article »
Snowflake (NYSE:SNOW) Director Mark Garrett Sells 50,000 Shares of Stock
Snowflake Inc. (NYSE:SNOW – Get Free Report) Director Mark Garrett sold 50,000 shares of the firm’s stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $350.00, for a... More of this article »
HB Wealth Management LLC Reduces Holdings in Intuit Inc. $INTU
HB Wealth Management LLC reduced its stake in Intuit Inc. (NASDAQ:INTU – Free Report) by 30.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,759 shares... More of this article »