Home » Author Archive
Founders Financial Securities LLC Boosts Stake in iShares Core U.S. Aggregate Bond ETF $AGG
Founders Financial Securities LLC boosted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 4.7% in the first quarter, according to the company in its most recent disclosure with... More of this article »
Uhlmann Price Securities LLC Makes New $837,000 Investment in Verizon Communications Inc. $VZ
Uhlmann Price Securities LLC bought a new stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) during the first quarter, Holdings Channel reports. The fund bought 16,465 shares of the cell phone carrier’s... More of this article »
Prairiewood Capital LLC Grows Position in Blue Owl Capital Corporation $OBDC
Prairiewood Capital LLC lifted its position in Blue Owl Capital Corporation (NYSE:OBDC – Free Report) by 17.1% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 552,301 shares of the... More of this article »
Montecito Bank & Trust Sells 7,256 Shares of Vanguard FTSE Developed Markets ETF $VEA
Montecito Bank & Trust lessened its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 13.1% in the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Sheets Smith Wealth Management Sells 3,746 Shares of Intuit Inc. $INTU
Sheets Smith Wealth Management trimmed its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 23.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Schwab U.S. Large-Cap Growth ETF $SCHG Shares Purchased by Quotient Wealth Partners LLC
Quotient Wealth Partners LLC raised its holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 45.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Lumia Trading Up 22.7% This Week (LUMIA)
Lumia (LUMIA) traded 11.8% lower against the dollar during the 24-hour period ending at 8:00 AM E.T. on June 21st. Over the last seven days, Lumia has traded up 22.7% against the dollar. Lumia has a total market capitalization of... More of this article »
Undeads Games Price Tops $1.15 on Exchanges (UDS)
Undeads Games (UDS) traded 0.3% lower against the dollar during the one day period ending at 8:00 AM ET on June 21st. During the last seven days, Undeads Games has traded 1.1% lower against the dollar. Undeads Games has a total market... More of this article »
Orbler Price Reaches $0.0196 (ORBR)
Orbler (ORBR) traded 2% higher against the U.S. dollar during the 24 hour period ending at 8:00 AM E.T. on June 21st. Orbler has a total market cap of $3.99 million and $38.97 thousand worth of Orbler was traded on exchanges in the... More of this article »
Gems (GEMS) Price Hits $0.0053 on Exchanges
Gems (GEMS) traded down 1.9% against the dollar during the 24 hour period ending at 8:00 AM Eastern on June 21st. During the last week, Gems has traded up 3.5% against the dollar. One Gems token can now be bought for approximately... More of this article »
Node AI (GPU) Trading Up 3.5% Over Last 7 Days
Node AI (GPU) traded down 1.5% against the U.S. dollar during the one day period ending at 8:00 AM ET on June 21st. Node AI has a total market cap of $1.00 million and $68.07 thousand worth of Node AI was traded on exchanges in the... More of this article »
T-mac DAO (TMG) Price Down 1.4% Over Last Week
T-mac DAO (TMG) traded up 0.3% against the U.S. dollar during the one day period ending at 8:00 AM Eastern on June 21st. T-mac DAO has a total market cap of $1.03 billion and $4.07 thousand worth of T-mac DAO was traded on exchanges... More of this article »
Triad Wealth Partners LLC Decreases Holdings in iShares MSCI USA Quality Factor ETF $QUAL
Triad Wealth Partners LLC trimmed its holdings in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 35.8% during the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Triad Wealth Partners LLC Makes New $1.17 Million Investment in Pimco Total Return ETF $BOND
Triad Wealth Partners LLC purchased a new stake in Pimco Total Return ETF (NYSEARCA:BOND – Free Report) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Park National Corp OH Raises Holdings in Quanta Services, Inc. $PWR
Park National Corp OH lifted its position in Quanta Services, Inc. (NYSE:PWR – Free Report) by 4.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Arista Networks, Inc. $ANET Shares Sold by Park National Corp OH
Park National Corp OH lowered its stake in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 3.8% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 324,424 shares of the technology... More of this article »
First Solar, Inc. $FSLR Holdings Lifted by E. Ohman J or Asset Management AB
E. Ohman J or Asset Management AB raised its position in First Solar, Inc. (NASDAQ:FSLR – Free Report) by 1.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Quotient Wealth Partners LLC Grows Stake in iShares National Muni Bond ETF $MUB
Quotient Wealth Partners LLC increased its position in iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 4.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Brokerages Set Host Hotels & Resorts, Inc. (NASDAQ:HST) Target Price at $23.75
Host Hotels & Resorts, Inc. (NASDAQ:HST – Get Free Report) has received an average recommendation of “Moderate Buy” from the seventeen analysts that are currently covering the stock, Marketbeat reports. Six... More of this article »
Dell Technologies Inc. $DELL Position Boosted by Fortem Financial Group LLC
Fortem Financial Group LLC increased its holdings in Dell Technologies Inc. (NYSE:DELL – Free Report) by 10.6% during the first quarter, Holdings Channel reports. The firm owned 45,332 shares of the technology company’s... More of this article »
Kavar Capital Partners Group LLC Buys Shares of 35,831 Schwab Short-Term U.S. Treasury ETF $SCHO
Kavar Capital Partners Group LLC purchased a new position in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) during the first quarter, Holdings Channel.com reports. The institutional investor purchased 35,831... More of this article »
Founders Financial Securities LLC Boosts Stock Position in FT Vest U.S. Equity Deep Buffer ETF – May $DMAY
Founders Financial Securities LLC lifted its stake in shares of FT Vest U.S. Equity Deep Buffer ETF – May (BATS:DMAY – Free Report) by 19.7% in the first quarter, according to the company in its most recent filing with... More of this article »
Founders Financial Securities LLC Cuts Stake in Schwab US Dividend Equity ETF $SCHD
Founders Financial Securities LLC cut its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 21.1% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Founders Financial Securities LLC Has $2.94 Million Position in Vanguard Large-Cap ETF $VV
Founders Financial Securities LLC lessened its holdings in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 18.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Meadowbrook Advisors Group LLC Invests $1.92 Million in McDonald’s Corporation $MCD
Meadowbrook Advisors Group LLC bought a new stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
E. Ohman J or Asset Management AB Sells 20,300 Shares of DexCom, Inc. $DXCM
E. Ohman J or Asset Management AB decreased its holdings in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) by 17.6% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Diversified Trust Co Acquires 5,408 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Diversified Trust Co raised its stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 8.8% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
21,451 Shares in Equity Residential $EQR Bought by Uhlmann Price Securities LLC
Uhlmann Price Securities LLC acquired a new stake in Equity Residential (NYSE:EQR – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Founders Financial Securities LLC Buys 70,613 Shares of SPDR Portfolio S&P 500 Value ETF $SPYV
Founders Financial Securities LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 5.1% during the first quarter, according to its most recent filing with the Securities and... More of this article »
Uhlmann Price Securities LLC Invests $614,000 in iShares Global Tech ETF $IXN
Uhlmann Price Securities LLC acquired a new stake in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) during the first quarter, Holdings Channel reports. The institutional investor acquired 6,000 shares of the company’s... More of this article »
Diversified Trust Co Has $12.51 Million Stock Position in Applied Materials, Inc. $AMAT
Diversified Trust Co lifted its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 20.3% during the 1st quarter, HoldingsChannel.com reports. The fund owned 36,592 shares of the manufacturing equipment provider’s... More of this article »
ONE Gas, Inc. (NYSE:OGS) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
ONE Gas, Inc. (NYSE:OGS – Get Free Report) has been assigned a consensus rating of “Moderate Buy” from the eleven research firms that are currently covering the company, MarketBeat reports. One investment analyst... More of this article »
Solayer SOL Trading 7.8% Higher Over Last Week (SSOL)
Solayer SOL (SSOL) traded 1.9% higher against the dollar during the 24 hour period ending at 7:00 AM Eastern on June 21st. One Solayer SOL token can currently be purchased for approximately $84.93 or 0.00132190 BTC on exchanges. In... More of this article »
Pacer Advisors Inc. Reduces Position in Apple Inc. $AAPL
Pacer Advisors Inc. decreased its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,580,324... More of this article »
Reflection Asset Management Invests $1.91 Million in Broadcom Inc. $AVGO
Reflection Asset Management acquired a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 5,515 shares of the semiconductor manufacturer’s stock,... More of this article »
Wick Capital Partners LLC Has $3.25 Million Holdings in Amazon.com, Inc. $AMZN
Wick Capital Partners LLC boosted its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 40.4% in the 4th quarter, HoldingsChannel.com reports. The firm owned 14,059 shares of the e-commerce giant’s stock after acquiring an additional... More of this article »
Thryve Wealth Management LLC Takes $2.98 Million Position in Amazon.com, Inc. $AMZN
Thryve Wealth Management LLC acquired a new stake in Amazon.com, Inc. (NASDAQ:AMZN) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 12,898 shares of the e-commerce giant’s... More of this article »
Financial Survey: Citizens Financial Group (NYSE:CFG) versus Esquire Financial (NASDAQ:ESQ)
Citizens Financial Group (NYSE:CFG – Get Free Report) and Esquire Financial (NASDAQ:ESQ – Get Free Report) are both finance companies, but which is the superior stock? We will contrast the two businesses based on the strength... More of this article »
Rockefeller Capital Management L.P. Grows Stock Position in Deere & Company $DE
Rockefeller Capital Management L.P. grew its holdings in Deere & Company (NYSE:DE – Free Report) by 24.0% in the 4th quarter, Holdings Channel.com reports. The fund owned 97,306 shares of the industrial products company’s... More of this article »
Mastercard Incorporated $MA Shares Bought by Rockefeller Capital Management L.P.
Rockefeller Capital Management L.P. grew its position in Mastercard Incorporated (NYSE:MA – Free Report) by 9.9% during the 4th quarter, Holdings Channel reports. The fund owned 186,350 shares of the credit services provider’s... More of this article »
Up Capital Management Inc. Takes $7.84 Million Position in SPDR Bloomberg High Yield Bond ETF $JNK
Up Capital Management Inc. acquired a new stake in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
J. Derek Lewis & Associates Inc. Takes $862,000 Position in Dimensional International Value ETF $DFIV
J. Derek Lewis & Associates Inc. acquired a new stake in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired... More of this article »
Reviewing Infleqtion (INFQ) and Its Rivals
Infleqtion (NYSE:INFQ – Get Free Report) is one of 330 public companies in the “Investment Offices” industry, but how does it contrast to its rivals? We will compare Infleqtion to related businesses based on the strength... More of this article »
First Majestic Silver Corp. (TSE:AG) Receives Consensus Recommendation of “Buy” from Analysts
Shares of First Majestic Silver Corp. (TSE:AG – Get Free Report) have been assigned an average rating of “Buy” from the six brokerages that are presently covering the stock, MarketBeat Ratings reports. One analyst... More of this article »
J. Derek Lewis & Associates Inc. Invests $856,000 in Vanguard Small-Cap Value ETF $VBR
J. Derek Lewis & Associates Inc. acquired a new stake in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
WESPAC Advisors SoCal LLC Acquires Shares of 16,352 Global X Copper Miners ETF $COPX
WESPAC Advisors SoCal LLC bought a new position in Global X Copper Miners ETF (NYSEARCA:COPX – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm bought 16,352 shares of the company’s stock, valued... More of this article »
McAlvany Wealth Management LLC Purchases New Stake in Sprott Physical Gold Trust $PHYS
McAlvany Wealth Management LLC acquired a new position in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm acquired 17,055 shares of the exchange traded... More of this article »
Creek Drive Management Group LLC Makes New $440,000 Investment in CPI Card Group Inc. $PMTS
Creek Drive Management Group LLC bought a new stake in CPI Card Group Inc. (NASDAQ:PMTS – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 30,000 shares... More of this article »