Home » Author Archive
Redwood Family Wealth LLC Takes Position in Invesco Dorsey Wright Momentum ETF $PDP
Redwood Family Wealth LLC acquired a new position in Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm acquired 4,683 shares of the company’s... More of this article »
Montanaro Asset Management Ltd Purchases Shares of 44,300 Universal Technical Institute Inc $UTI
Montanaro Asset Management Ltd purchased a new position in Universal Technical Institute Inc (NYSE:UTI – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 44,300 shares of the company’s stock,... More of this article »
ProShares Short High Yield (NYSEARCA:SJB) Stock Price Down 0.2% – Should You Sell?
ProShares Short High Yield (NYSEARCA:SJB – Get Free Report)’s stock price dropped 0.2% during mid-day trading on Thursday . The stock traded as low as $15.28 and last traded at $15.31. Approximately 74,716 shares changed... More of this article »
Mercia Asset Management (LON:MERC) Shares Up 1.9% – Time to Buy?
Shares of Mercia Asset Management PLC (LON:MERC – Get Free Report) shot up 1.9% on Thursday . The company traded as high as GBX 30 and last traded at GBX 30. Approximately 161,457 shares were traded during mid-day trading, a... More of this article »
Insider Buying: Eastern (NASDAQ:EML) Director Acquires $28,034.00 in Stock
Eastern Company (The) (NASDAQ:EML – Get Free Report) Director John Everets bought 1,310 shares of Eastern stock in a transaction that occurred on Tuesday, June 16th. The stock was purchased at an average price of $21.40 per share,... More of this article »
Insider Buying: Eastern (NASDAQ:EML) Director Purchases $25,166.40 in Stock
Eastern Company (The) (NASDAQ:EML – Get Free Report) Director Peggy Scott bought 1,176 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was purchased at an average price of $21.40... More of this article »
Hsbc Holdings PLC Boosts Stock Holdings in Comcast Corporation $CMCSA
Hsbc Holdings PLC raised its holdings in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 43.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Tulsa Wealth Advisors INC Acquires New Position in McDonald’s Corporation $MCD
Tulsa Wealth Advisors INC bought a new position in McDonald’s Corporation (NYSE:MCD – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor bought 2,409 shares of the fast-food giant’s... More of this article »
Tulsa Wealth Advisors INC Purchases New Stake in International Business Machines Corporation $IBM
Tulsa Wealth Advisors INC purchased a new stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) in the fourth quarter, Holdings Channel reports. The firm purchased 4,510 shares of the technology... More of this article »
Lane Brothers & Co. Inc. Purchases New Holdings in SPDR Portfolio Developed World ex-US ETF $SPDW
Lane Brothers & Co. Inc. acquired a new stake in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Lane Brothers & Co. Inc. Purchases New Position in American Century U.S. Quality Growth ETF $QGRO
Lane Brothers & Co. Inc. acquired a new position in American Century U.S. Quality Growth ETF (NYSEARCA:QGRO – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Janus Henderson AAA CLO ETF $JAAA Shares Sold by Rehmann Capital Advisory Group
Rehmann Capital Advisory Group trimmed its position in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 21.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 340,062 shares... More of this article »
2,254 Shares in Lam Research Corporation $LRCX Purchased by Larry Mathis Financial Planning LLC
Larry Mathis Financial Planning LLC acquired a new position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 2,254 shares... More of this article »
Larry Mathis Financial Planning LLC Makes New $605,000 Investment in iShares MBS ETF $MBB
Larry Mathis Financial Planning LLC bought a new stake in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought... More of this article »
Meadowbrook Advisors Group LLC Buys New Shares in NVR, Inc. $NVR
Meadowbrook Advisors Group LLC purchased a new stake in NVR, Inc. (NYSE:NVR – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 119 shares of the construction company’s stock, valued at approximately... More of this article »
AT&T Inc. $T Position Lifted by Tobam
Tobam boosted its position in shares of AT&T Inc. (NYSE:T – Free Report) by 20.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 316,628 shares of the technology company’s stock... More of this article »
Rubicon Advisors GP Makes New $1.41 Million Investment in Dutch Bros Inc. $BROS
Rubicon Advisors GP bought a new position in Dutch Bros Inc. (NYSE:BROS – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Insider Selling: Acumen Pharmaceuticals (NASDAQ:ABOS) Director Sells $15,181.00 in Stock
Acumen Pharmaceuticals, Inc. (NASDAQ:ABOS – Get Free Report) Director Derrell Porter sold 6,460 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price... More of this article »
Tempo Wealth LLC Makes New $1.50 Million Investment in The Home Depot, Inc. $HD
Tempo Wealth LLC acquired a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 4,353 shares of the home improvement retailer’s... More of this article »
Sankala Group LLC Invests $551,000 in Avantis International Small Cap Value ETF $AVDV
Sankala Group LLC purchased a new position in Avantis International Small Cap Value ETF (NYSEARCA:AVDV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Targeted Financial Services LLC Invests $837,000 in Atmos Energy Corporation $ATO
Targeted Financial Services LLC bought a new position in shares of Atmos Energy Corporation (NYSE:ATO – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Tulsa Wealth Advisors INC Invests $537,000 in D.R. Horton, Inc. $DHI
Tulsa Wealth Advisors INC purchased a new stake in D.R. Horton, Inc. (NYSE:DHI – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Takes Position in Galata Acquisition Corp. II $LATA
OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in shares of Galata Acquisition Corp. II (NASDAQ:LATA – Free Report) in the fourth quarter, according to the company in its most recent... More of this article »
Taylor Securities Services Inc. Makes New Investment in Lockheed Martin Corporation $LMT
Taylor Securities Services Inc. bought a new position in Lockheed Martin Corporation (NYSE:LMT – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 4,692 shares of the aerospace company’s... More of this article »
Tobam Purchases 11,851 Shares of Regency Centers Corporation $REG
Tobam increased its holdings in shares of Regency Centers Corporation (NASDAQ:REG – Free Report) by 4,422.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
W.R. Berkley Corporation $WRB Shares Sold by Tobam
Tobam cut its stake in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 39.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned... More of this article »
Tulsa Wealth Advisors INC Takes $659,000 Position in Allient Inc. $ALNT
Tulsa Wealth Advisors INC acquired a new position in Allient Inc. (NASDAQ:ALNT – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 12,262 shares of the company’s stock,... More of this article »
Sonida Senior Living, Inc. (NYSE:SNDA) Receives Consensus Rating of “Hold” from Brokerages
Sonida Senior Living, Inc. (NYSE:SNDA – Get Free Report) has received a consensus recommendation of “Hold” from the five ratings firms that are presently covering the stock, Marketbeat Ratings reports. One investment... More of this article »
SHP Wealth Management Takes $2.61 Million Position in Sysco Corporation $SYY
SHP Wealth Management bought a new stake in Sysco Corporation (NYSE:SYY – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 35,407 shares of the company’s stock, valued at approximately... More of this article »
Sit Investment Associates Inc. Has $3.42 Million Stake in L3Harris Technologies Inc $LHX
Sit Investment Associates Inc. decreased its holdings in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 44.8% in the 4th quarter, HoldingsChannel reports. The firm owned 11,645 shares of the company’s... More of this article »
Tulsa Wealth Advisors INC Invests $502,000 in BOK Financial Corporation $BOKF
Tulsa Wealth Advisors INC purchased a new stake in BOK Financial Corporation (NASDAQ:BOKF – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased... More of this article »
GuidedMoney LLC Takes $470,000 Position in Alphabet Inc. $GOOGL
GuidedMoney LLC acquired a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Promising Robotics Stocks To Consider – June 19th
Teradyne, Ouster, MDA Space, Serve Robotics, and PROCEPT BioRobotics are the five Robotics stocks to watch today, according to MarketBeat’s stock screener tool. “Robotics stocks” are shares of publicly traded companies... More of this article »
MV Capital Management Inc. Acquires Shares of 2,000 iShares U.S. Technology ETF $IYW
MV Capital Management Inc. bought a new stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
TD Capital Management LLC Acquires 3,179 Shares of Vanguard Total Stock Market ETF $VTI
TD Capital Management LLC increased its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.2% in the 4th quarter, HoldingsChannel reports. The firm owned 257,515 shares of the company’s... More of this article »
2,638 Shares in Broadcom Inc. $AVGO Acquired by Thryve Wealth Management LLC
Thryve Wealth Management LLC acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 2,638 shares... More of this article »
Sankala Group LLC Buys Shares of 32,737 iShares MSCI United Kingdom Small-Cap ETF $EWUS
Sankala Group LLC bought a new position in iShares MSCI United Kingdom Small-Cap ETF (BATS:EWUS – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor bought 32,737 shares of the company’s... More of this article »
Reflection Asset Management Buys Shares of 6,073 Nordson Corporation $NDSN
Reflection Asset Management purchased a new position in Nordson Corporation (NASDAQ:NDSN – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Flax Pond Capital LLC Takes Position in UnitedHealth Group Incorporated $UNH
Flax Pond Capital LLC bought a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor bought 11,630 shares of the healthcare conglomerate’s... More of this article »
Shehnaaz Suliman Sells 5,723 Shares of 10x Genomics (NASDAQ:TXG) Stock
10x Genomics (NASDAQ:TXG – Get Free Report) Director Shehnaaz Suliman sold 5,723 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $32.63, for a total transaction... More of this article »
NWF Advisory Services Inc. Trims Position in Global X Nasdaq 100 Covered Call ETF $QYLD
NWF Advisory Services Inc. lessened its stake in shares of Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Free Report) by 34.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Insig AI (LON:INSG) Shares Up 9.2% – Still a Buy?
Insig AI Plc (LON:INSG – Get Free Report)’s stock price rose 9.2% during trading on Thursday . The stock traded as high as GBX 13.50 and last traded at GBX 13.50. Approximately 736,162 shares changed hands during mid-day... More of this article »
Sit Investment Associates Inc. Raises Stake in Axon Enterprise, Inc $AXON
Sit Investment Associates Inc. increased its holdings in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 23.1% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Procter & Gamble Company (The) $PG Shares Sold by Anchor Investment Management LLC
Anchor Investment Management LLC cut its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 17.0% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Pacer Advisors Inc. Has $54.39 Million Stake in Exelixis, Inc. $EXEL
Pacer Advisors Inc. decreased its stake in shares of Exelixis, Inc. (NASDAQ:EXEL – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 1,240,978 shares... More of this article »
Badger Infrastructure Solutions Ltd. (TSE:BDGI) Receives Consensus Recommendation of “Moderate Buy” from Analysts
Shares of Badger Infrastructure Solutions Ltd. (TSE:BDGI – Get Free Report) have been given a consensus rating of “Moderate Buy” by the eight brokerages that are covering the stock, MarketBeat.com reports. One equities... More of this article »
Analog Devices, Inc. $ADI Stake Increased by Pacer Advisors Inc.
Pacer Advisors Inc. boosted its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 10.5% during the 4th quarter, HoldingsChannel reports. The fund owned 188,651 shares of the semiconductor company’s stock after... More of this article »
Insider Selling: StoneX Group (NASDAQ:SNEX) Insider Sells $1,542,357.46 in Stock
StoneX Group Inc. (NASDAQ:SNEX – Get Free Report) insider Mark Lowry Maurer sold 11,542 shares of StoneX Group stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $133.63, for a total transaction... More of this article »
