Home » Author Archive
Lane Brothers & Co. Inc. Buys Shares of 8,568 Vanguard Total International Stock ETF $VXUS
Lane Brothers & Co. Inc. bought a new position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 8,568 shares of the company’s stock,... More of this article »
Larry Mathis Financial Planning LLC Takes $721,000 Position in Nu Holdings Ltd. $NU
Larry Mathis Financial Planning LLC purchased a new position in Nu Holdings Ltd. (NYSE:NU – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Milestone Pharmaceuticals Inc. (NASDAQ:MIST) Given Consensus Rating of “Moderate Buy” by Analysts
Milestone Pharmaceuticals Inc. (NASDAQ:MIST – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the six ratings firms that are presently covering the stock, Marketbeat Ratings reports.... More of this article »
SHP Wealth Management Acquires Shares of 1,213,414 iShares Core Dividend Growth ETF $DGRO
SHP Wealth Management acquired a new stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Rubicon Advisors GP Purchases Shares of 19,447 First Trust Rising Dividend Achievers ETF $RDVY
Rubicon Advisors GP purchased a new position in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
4,843 Shares in Invesco Short Term Treasury ETF $TBLL Acquired by Sankala Group LLC
Sankala Group LLC acquired a new stake in shares of Invesco Short Term Treasury ETF (NYSEARCA:TBLL – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund acquired 4,843 shares of the company’s... More of this article »
Thryve Wealth Management LLC Makes New Investment in JPMorgan Chase & Co. $JPM
Thryve Wealth Management LLC acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 2,727 shares... More of this article »
Cedarwood Wealth LLC Takes Position in iShares Russell 1000 Value ETF $IWD
Cedarwood Wealth LLC bought a new stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) during the fourth quarter, HoldingsChannel reports. The firm bought 2,531 shares of the exchange traded fund’s stock,... More of this article »Hsbc Holdings PLC Makes New $399.72 Million Investment in iShares U.S. Real Estate ETF $IYR
Hsbc Holdings PLC acquired a new position in iShares U.S. Real Estate ETF (NYSEARCA:IYR – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 4,245,726 shares of the real estate investment trust’s... More of this article »
Targeted Financial Services LLC Purchases New Shares in Avantis Emerging Markets Equity ETF $AVEM
Targeted Financial Services LLC purchased a new position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased 9,360 shares of the company’s... More of this article »
Ketron Financial Purchases New Position in Visa Inc. $V
Ketron Financial purchased a new stake in Visa Inc. (NYSE:V – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 6,256 shares of the credit-card processor’s stock, valued... More of this article »
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Invests $2.50 Million in Highview Merger Corp. $HVMC
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of Highview Merger Corp. (NASDAQ:HVMC – Free Report) in the fourth quarter, according to its most recent filing with the... More of this article »
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases New Position in Canadian Solar Inc. $CSIQ
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in Canadian Solar Inc. (NASDAQ:CSIQ – Free Report) during the 4th quarter, according to the company in its most recent 13F filing... More of this article »
Sentinel Dome Partners LLC Invests $698,000 in Lumen Technologies, Inc. $LUMN
Sentinel Dome Partners LLC purchased a new position in shares of Lumen Technologies, Inc. (NYSE:LUMN – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Storen Legacy Partners LLC Takes Position in Invesco Dow Jones Industrial Average Dividend ETF $DJD
Storen Legacy Partners LLC bought a new position in Invesco Dow Jones Industrial Average Dividend ETF (NYSEARCA:DJD – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Taylor Securities Services Inc. Purchases New Holdings in Deere & Company $DE
Taylor Securities Services Inc. acquired a new stake in shares of Deere & Company (NYSE:DE – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Sentinel Dome Partners LLC Acquires Shares of 5,400 Spotify Technology $SPOT
Sentinel Dome Partners LLC acquired a new stake in shares of Spotify Technology (NYSE:SPOT – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 5,400 shares of the company’s... More of this article »
NIKE, Inc. $NKE Shares Sold by Tobam
Tobam lessened its position in NIKE, Inc. (NYSE:NKE – Free Report) by 39.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 21,973 shares of the footwear maker’s stock after selling... More of this article »
Pacer Advisors Inc. Reduces Holdings in Deckers Outdoor Corporation $DECK
Pacer Advisors Inc. reduced its position in shares of Deckers Outdoor Corporation (NYSE:DECK – Free Report) by 24.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
SHP Wealth Management Buys New Position in Philip Morris International Inc. $PM
SHP Wealth Management purchased a new position in Philip Morris International Inc. (NYSE:PM – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
SHP Wealth Management Takes $2.04 Million Position in First Trust Nasdaq Cybersecurity ETF $CIBR
SHP Wealth Management purchased a new position in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
REGENXBIO Inc. (NASDAQ:RGNX) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
REGENXBIO Inc. (NASDAQ:RGNX – Get Free Report) has been assigned a consensus rating of “Moderate Buy” from the eleven research firms that are currently covering the firm, MarketBeat.com reports. One research analyst... More of this article »
SHP Wealth Management Takes $3.25 Million Position in Morgan Stanley $MS
SHP Wealth Management bought a new position in shares of Morgan Stanley (NYSE:MS – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 18,337 shares of the financial services provider’s... More of this article »
Rehmann Capital Advisory Group Purchases 38,427 Shares of First Trust Intermediate Duration Investment Grade Corporate ETF $FIIG
Rehmann Capital Advisory Group increased its position in First Trust Intermediate Duration Investment Grade Corporate ETF (NYSEARCA:FIIG – Free Report) by 11.5% in the 4th quarter, according to its most recent 13F filing with... More of this article »
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys New Position in Dollar Tree, Inc. $DLTR
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor... More of this article »
SB Capital Management Inc Makes New Investment in Alphabet Inc. $GOOGL
SB Capital Management Inc acquired a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
2,444 Shares in The Boeing Company $BA Bought by MidFirst Bank
MidFirst Bank purchased a new stake in The Boeing Company (NYSE:BA – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund purchased 2,444 shares of the aircraft producer’s stock, valued at approximately... More of this article »
Sit Investment Associates Inc. Boosts Stake in Uber Technologies, Inc. $UBER
Sit Investment Associates Inc. boosted its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 33.8% in the 4th quarter, Holdings Channel reports. The firm owned 28,890 shares of the ride-sharing company’s... More of this article »
6,303 Shares in Cisco Systems, Inc. $CSCO Purchased by Thryve Wealth Management LLC
Thryve Wealth Management LLC purchased a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
TD Capital Management LLC Boosts Stake in Vanguard S&P 500 ETF $VOO
TD Capital Management LLC lifted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Sit Investment Associates Inc. Sells 3,407 Shares of Natera, Inc. $NTRA
Sit Investment Associates Inc. lowered its stake in Natera, Inc. (NASDAQ:NTRA – Free Report) by 17.8% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Sit Investment Associates Inc. Grows Position in The Home Depot, Inc. $HD
Sit Investment Associates Inc. grew its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 5.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 63,105 shares of the home improvement retailer’s... More of this article »
14,144 Shares in iShares Bitcoin Trust ETF $IBIT Bought by Strategic Advisory Partners LLC
Strategic Advisory Partners LLC acquired a new position in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 14,144 shares of the company’s... More of this article »
Sankala Group LLC Acquires New Position in Vanguard Extended Duration Treasury ETF $EDV
Sankala Group LLC bought a new position in shares of Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Reflection Asset Management Purchases New Position in SPDR Bridgewater All Weather ETF $ALLW
Reflection Asset Management purchased a new stake in SPDR Bridgewater All Weather ETF (NASDAQ:ALLW – Free Report) in the 4th quarter, HoldingsChannel reports. The firm purchased 50,939 shares of the company’s stock, valued... More of this article »
Midway Capital Research & Management Takes Position in Brookfield Corporation $BN
Midway Capital Research & Management bought a new position in Brookfield Corporation (NYSE:BN – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 115,706... More of this article »
54,103 Shares in iShares MSCI Australia ETF $EWA Bought by Sankala Group LLC
Sankala Group LLC purchased a new position in shares of iShares MSCI Australia ETF (NYSEARCA:EWA – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Tulsa Wealth Advisors INC Makes New $7.04 Million Investment in ONEOK, Inc. $OKE
Tulsa Wealth Advisors INC purchased a new stake in shares of ONEOK, Inc. (NYSE:OKE – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased... More of this article »
Tulsa Wealth Advisors INC Invests $645,000 in AAON, Inc. $AAON
Tulsa Wealth Advisors INC purchased a new position in shares of AAON, Inc. (NASDAQ:AAON – 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 »
Atomera (NASDAQ:ATOM) CFO Sells $192,576.00 in Stock
Atomera Incorporated (NASDAQ:ATOM – Get Free Report) CFO Francis Laurencio sold 20,400 shares of Atomera stock in a transaction on Monday, June 15th. The stock was sold at an average price of $9.44, for a total value of $192,576.00.... More of this article »
Kyle Clark Sells 15,000 Shares of BETA Technologies (NYSE:BETA) Stock
BETA Technologies Inc (NYSE:BETA – Get Free Report) insider Kyle Clark sold 15,000 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $15.89, for a total transaction... More of this article »
Insider Selling: Theravance Biopharma (NASDAQ:TBPH) SVP Sells $218,216.46 in Stock
Theravance Biopharma, Inc. (NASDAQ:TBPH – Get Free Report) SVP Rhonda Farnum sold 13,314 shares of the stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $16.39, for a total transaction... More of this article »
NWF Advisory Services Inc. Sells 44,165 Shares of Schwab US Dividend Equity ETF $SCHD
NWF Advisory Services Inc. decreased its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 31.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Caitong International Asset Management Co. Ltd Raises Position in Firefly Aerospace, Inc. $FLY
Caitong International Asset Management Co. Ltd grew its position in shares of Firefly Aerospace, Inc. (NASDAQ:FLY – Free Report) by 140.2% during the fourth quarter, according to its most recent filing with the Securities and... More of this article »
Insider Selling: Remitly Global (NASDAQ:RELY) Director Sells $332,845.08 in Stock
Remitly Global, Inc. (NASDAQ:RELY – Get Free Report) Director Joshua Hug sold 16,033 shares of the stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $20.76, for a total... More of this article »
C3.ai (NYSE:AI) CFO Sells $374,599.50 in Stock
C3.ai, Inc. (NYSE:AI – Get Free Report) CFO Hitesh Lath sold 34,210 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $10.95, for a total value of $374,599.50.... More of this article »
Cementos Pacasmayo S.A.A. (NYSE:CPAC) Sees Large Volume Increase – Time to Buy?
Cementos Pacasmayo S.A.A. (NYSE:CPAC – Get Free Report) saw unusually-strong trading volume on Thursday . 61,332 shares were traded during mid-day trading, an increase of 81% from the previous session’s volume of 33,902... More of this article »
Tempo Wealth LLC Buys New Stake in Vanguard S&P 500 ETF $VOO
Tempo Wealth LLC purchased a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
