Home » Author Archive
Vanguard Short-Term Treasury ETF $VGSH Shares Sold by Valmark Advisers Inc.
Valmark Advisers Inc. trimmed its holdings in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) by 6.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Sovran Advisors LLC Acquires 3,104 Shares of iShares MSCI USA Quality Factor ETF $QUAL
Sovran Advisors LLC boosted its holdings in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 4.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Wall Street Zen Upgrades Labcorp (NYSE:LH) to “Buy”
Labcorp (NYSE:LH – Get Free Report) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a note issued to investors on Sunday. Several other brokerages have... More of this article »
Pool Corporation $POOL Shares Sold by UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp trimmed its position in shares of Pool Corporation (NASDAQ:POOL – Free Report) by 43.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Vanguard Large-Cap ETF $VV Shares Sold by Pittenger & Anderson Inc.
Pittenger & Anderson Inc. trimmed its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 3.6% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
SFE Investment Counsel Sells 6,800 Shares of Becton, Dickinson and Company $BDX
SFE Investment Counsel lessened its holdings in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 28.4% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 17,137 shares of the medical... More of this article »
Sumitomo Mitsui Trust Group Inc. Has $60.15 Million Stock Holdings in Omnicom Group Inc. $OMC
Sumitomo Mitsui Trust Group Inc. trimmed its holdings in Omnicom Group Inc. (NYSE:OMC – Free Report) by 4.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 798,696 shares of the business... More of this article »
Curtiss-Wright Corporation $CW Stock Position Lowered by Midwest Trust Co
Midwest Trust Co decreased its position in Curtiss-Wright Corporation (NYSE:CW – Free Report) by 2.4% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Wall Street Zen Downgrades Fortuna Mining (NYSE:FSM) to Buy
Fortuna Mining (NYSE:FSM – Get Free Report) (TSE:FVI) was downgraded by equities research analysts at Wall Street Zen from a “strong-buy” rating to a “buy” rating in a research report issued on Sunday. Several... More of this article »
Sovran Advisors LLC Increases Position in BitMine Immersion Technologies, Inc. $BMNR
Sovran Advisors LLC lifted its position in shares of BitMine Immersion Technologies, Inc. (NYSE:BMNR – Free Report) by 26.9% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 252,630... More of this article »
Sovran Advisors LLC Has $6.18 Million Stake in iShares Bitcoin Trust ETF $IBIT
Sovran Advisors LLC decreased its position in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 49.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Simplicity Wealth LLC Increases Stock Holdings in iShares 0-3 Month Treasury Bond ETF $SGOV
Simplicity Wealth LLC boosted its holdings in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 38.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Kornitzer Capital Management Inc. KS Sells 206,480 Shares of Patterson-UTI Energy, Inc. $PTEN
Kornitzer Capital Management Inc. KS lessened its position in shares of Patterson-UTI Energy, Inc. (NASDAQ:PTEN – Free Report) by 34.8% in the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Verizon Communications Inc. $VZ Shares Acquired by Diversify Wealth Management LLC
Diversify Wealth Management LLC grew its stake in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 105.2% in the 1st quarter, Holdings Channel reports. The firm owned 316,425 shares of the cell phone carrier’s... More of this article »
Sumitomo Mitsui Trust Group Inc. Lowers Position in PulteGroup, Inc. $PHM
Sumitomo Mitsui Trust Group Inc. trimmed its holdings in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 4.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Expand Energy Corporation $EXE Shares Sold by Sumitomo Mitsui Trust Group Inc.
Sumitomo Mitsui Trust Group Inc. lessened its stake in Expand Energy Corporation (NASDAQ:EXE – Free Report) by 1.6% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Northern Oil and Gas, Inc. (NYSE:NOG) Receives Consensus Rating of “Hold” from Analysts
Northern Oil and Gas, Inc. (NYSE:NOG – Get Free Report) has been given a consensus recommendation of “Hold” by the ten analysts that are presently covering the company, MarketBeat.com reports. Two investment analysts... More of this article »
Antofagasta plc (LON:ANTO) Given Consensus Recommendation of “Reduce” by Brokerages
Shares of Antofagasta plc (LON:ANTO – Get Free Report) have earned an average recommendation of “Reduce” from the eight research firms that are presently covering the firm, MarketBeat Ratings reports. Three analysts... More of this article »
Paysafe Limited (NYSE:PSFE) Receives $10.12 Average PT from Brokerages
Shares of Paysafe Limited (NYSE:PSFE – Get Free Report) have received a consensus recommendation of “Reduce” from the six research firms that are covering the firm, Marketbeat.com reports. Two investment analysts... More of this article »
ServiceNow, Inc. $NOW Shares Bought by Diversify Wealth Management LLC
Diversify Wealth Management LLC increased its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 97.3% in the 1st quarter, HoldingsChannel reports. The fund owned 245,388 shares of the information technology services provider’s... More of this article »
Swedbank AB Purchases Shares of 41,014 AST SpaceMobile, Inc. $ASTS
Swedbank AB purchased a new stake in AST SpaceMobile, Inc. (NASDAQ:ASTS – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Sumitomo Mitsui Trust Group Inc. Trims Stock Position in Agilent Technologies, Inc. $A
Sumitomo Mitsui Trust Group Inc. lessened its stake in shares of Agilent Technologies, Inc. (NYSE:A – Free Report) by 3.3% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Sumitomo Mitsui Trust Group Inc. Sells 4,697 Shares of Axon Enterprise, Inc $AXON
Sumitomo Mitsui Trust Group Inc. lowered its position in Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 2.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Resona Asset Management Co. Ltd. Purchases New Holdings in Curtiss-Wright Corporation $CW
Resona Asset Management Co. Ltd. acquired a new position in Curtiss-Wright Corporation (NYSE:CW – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 10,711... More of this article »
Resona Asset Management Co. Ltd. Has $8.25 Million Stock Position in Liberty Media Corporation – Liberty Formula One Series C $FWONK
Resona Asset Management Co. Ltd. grew its holdings in shares of Liberty Media Corporation – Liberty Formula One Series C (NASDAQ:FWONK – Free Report) by 21.8% in the 1st quarter, according to its most recent disclosure... More of this article »
Sumitomo Mitsui Trust Group Inc. Lowers Holdings in Fiserv, Inc. $FISV
Sumitomo Mitsui Trust Group Inc. reduced its stake in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) by 5.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Carnegie Investment Counsel Sells 5,219 Shares of Lowe’s Companies, Inc. $LOW
Carnegie Investment Counsel trimmed its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 3.3% in the 1st quarter, Holdings Channel reports. The firm owned 153,613 shares of the home improvement... More of this article »
Top Renewable Energy Stocks To Watch Now – July 9th
Quanta Services, WEC Energy Group, NOV, HA Sustainable Infrastructure Capital, Clearway Energy, Enlight Renewable Energy, and Ameresco are the seven Renewable Energy stocks to watch today, according to MarketBeat’s stock screener... More of this article »
Promising Nanotechnology Stocks To Keep An Eye On – July 9th
Onto Innovation, NVE, Nano Dimension, and Clene are the seven Nanotechnology stocks to watch today, according to MarketBeat’s stock screener tool. Nanotechnology stocks are shares of companies involved in the research, development,... More of this article »
Chinese Stocks To Consider – July 12th
Diageo, UP Fintech, RBB Bancorp, Regencell Bioscience, Universe Pharmaceuticals, Baiya International Group, and Hf Foods Group are the seven Chinese stocks to watch today, according to MarketBeat’s stock screener tool. “Chinese... More of this article »
Ferguson Wellman Capital Management Inc. Boosts Stake in NRG Energy, Inc. $NRG
Ferguson Wellman Capital Management Inc. lifted its position in NRG Energy, Inc. (NYSE:NRG – Free Report) by 2.2% in the 1st quarter, Holdings Channel reports. The fund owned 169,862 shares of the utilities provider’s... More of this article »
Short Interest in Mercedes-Benz Group AG (OTCMKTS:MBGYY) Increases By 383.9%
Mercedes-Benz Group AG (OTCMKTS:MBGYY – Get Free Report) was the target of a significant growth in short interest during the month of June. As of June 30th, there was short interest totaling 799,537 shares, a growth of 383.9%... More of this article »
180 Wealth Advisors LLC Has $11.68 Million Holdings in Vanguard FTSE Emerging Markets ETF $VWO
180 Wealth Advisors LLC lifted its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 6.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Citizens Financial Group Inc. RI Has $292.83 Million Stock Position in iShares Core S&P 500 ETF $IVV
Citizens Financial Group Inc. RI reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% during the first quarter, Holdings Channel.com reports. The firm owned 448,294 shares of the company’s... More of this article »
Merck & Co., Inc. $MRK Shares Sold by Citizens Financial Group Inc. RI
Citizens Financial Group Inc. RI lessened its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.4% in the 1st quarter, Holdings Channel reports. The institutional investor owned 269,662 shares of the company’s... More of this article »
Fifth Third Bancorp Grows Stock Holdings in Danaher Corporation $DHR
Fifth Third Bancorp lifted its stake in shares of Danaher Corporation (NYSE:DHR – Free Report) by 24.8% during the 1st quarter, HoldingsChannel reports. The firm owned 596,529 shares of the conglomerate’s stock after purchasing... More of this article »
Pfizer Inc. $PFE Shares Bought by Fifth Third Bancorp
Fifth Third Bancorp lifted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 75.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Citizens Financial Group Inc. RI Sells 10,280 Shares of Oracle Corporation $ORCL
Citizens Financial Group Inc. RI lessened its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 6.2% in the first quarter, HoldingsChannel reports. The firm owned 156,288 shares of the enterprise software provider’s... More of this article »
Gables Capital Management Inc. Makes New $438,000 Investment in Astera Labs, Inc. $ALAB
Gables Capital Management Inc. bought a new position in Astera Labs, Inc. (NASDAQ:ALAB – Free Report) during the first quarter, HoldingsChannel.com reports. The fund bought 4,000 shares of the company’s stock, valued at... More of this article »
SG Americas Securities LLC Lowers Holdings in Harmonic Inc. $HLIT
SG Americas Securities LLC lowered its stake in shares of Harmonic Inc. (NASDAQ:HLIT – Free Report) by 65.6% in the first quarter, HoldingsChannel reports. The fund owned 22,886 shares of the communications equipment provider’s... More of this article »
Fifth Third Bancorp Buys 113,780 Shares of Costco Wholesale Corporation $COST
Fifth Third Bancorp lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 50.7% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 337,985 shares of the retailer’s... More of this article »
Global Assets Advisory LLC Takes $1.21 Million Position in iShares Core S&P Mid-Cap ETF $IJH
Global Assets Advisory LLC bought a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the 1st quarter, HoldingsChannel.com reports. The fund bought 17,927 shares of the company’s stock,... More of this article »
Diversify Wealth Management LLC Grows Holdings in Capital Group Dividend Value ETF $CGDV
Diversify Wealth Management LLC grew its position in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 188.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 210,505 shares of the... More of this article »
Global Assets Advisory LLC Increases Stock Position in JPMorgan Equity Premium Income ETF $JEPI
Global Assets Advisory LLC increased its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 28.6% in the first quarter, Holdings Channel reports. The institutional investor owned 169,135 shares... More of this article »
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (HDLB) to Distribute Dividend of $0.20 on July 22nd
ETRACS Monthly Pay 2xLeveraged US High Dividend Low Volatility ETN Series B (NYSEARCA:HDLB – Get Free Report) declared a dividend on Friday, January 1st. Stockholders of record on Tuesday, July 14th will be paid a dividend of... More of this article »
Commonwealth of Pennsylvania Public School Empls Retrmt SYS Has $96.69 Million Stock Holdings in Cheniere Energy, Inc. $LNG
Commonwealth of Pennsylvania Public School Empls Retrmt SYS reduced its position in shares of Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 16.4% during the 1st quarter, HoldingsChannel.com reports. The firm owned 340,728... More of this article »
Yum! Brands, Inc. $YUM Shares Sold by Cullinan Associates Inc.
Cullinan Associates Inc. trimmed its holdings in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 24.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
iPower (NASDAQ:IPW) Major Shareholder Purchases $37,323.52 in Stock
iPower Inc. (NASDAQ:IPW – Get Free Report) major shareholder Financial Lp Hrt purchased 17,944 shares of the company’s stock in a transaction dated Monday, July 6th. The stock was purchased at an average cost of $2.08 per... More of this article »
