Home » Author Archive
McAlvany Wealth Management LLC Takes Position in Cameco Corporation $CCJ
McAlvany Wealth Management LLC bought a new stake in Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
McClarren Financial Advisors Inc. Has $993,000 Stock Holdings in iShares ESG Aware MSCI USA ETF $ESGU
McClarren Financial Advisors Inc. lifted its holdings in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 90.8% in the first quarter, according to its most recent filing with the SEC. The firm owned 7,021... More of this article »
Nations Financial Group Inc. IA ADV Has $5.01 Million Holdings in abrdn Physical Silver Shares ETF $SIVR
Nations Financial Group Inc. IA ADV lessened its holdings in abrdn Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 17.8% during the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Westmount Partners LLC Buys 8,866 Shares of iShares MSCI Emerging Markets ETF $EEM
Westmount Partners LLC boosted its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 83.3% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 19,505... More of this article »
Cornerstone Planning LLC Takes $2.59 Million Position in Texas Instruments Incorporated $TXN
Cornerstone Planning LLC acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 14,854 shares of the semiconductor company’s... More of this article »
87,360 Shares in Barrick Mining Corporation $B Acquired by McAlvany Wealth Management LLC
McAlvany Wealth Management LLC purchased a new stake in shares of Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Diversified Trust Co Reduces Holdings in Ascendis Pharma A/S $ASND
Diversified Trust Co lowered its stake in shares of Ascendis Pharma A/S (NASDAQ:ASND – Free Report) by 12.0% during the 1st quarter, HoldingsChannel.com reports. The fund owned 37,161 shares of the biotechnology company’s... More of this article »
Purpose Unlimited Inc. Makes New Investment in iShares MSCI ACWI ETF $ACWI
Purpose Unlimited Inc. purchased a new stake in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Sabra Healthcare REIT (NASDAQ:SBRA) and Terreno Realty (NYSE:TRNO) Critical Comparison
Sabra Healthcare REIT (NASDAQ:SBRA – Get Free Report) and Terreno Realty (NYSE:TRNO – Get Free Report) are both mid-cap finance companies, but which is the superior stock? We will compare the two companies based on the... More of this article »
Pullen Investment Management LLC Buys Shares of 2,009 Humana Inc. $HUM
Pullen Investment Management LLC bought a new position in shares of Humana Inc. (NYSE:HUM – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Nations Financial Group Inc. IA ADV Buys 39,528 Shares of JPMorgan Core Plus Bond ETF $JCPB
Nations Financial Group Inc. IA ADV increased its stake in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 16.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Purpose Unlimited Inc. Acquires New Holdings in iShares MSCI USA Min Vol Factor ETF $USMV
Purpose Unlimited Inc. bought a new stake in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm bought 14,453 shares of the company’s stock,... More of this article »
Marathon Strategic Advisors LLC Has $794,000 Stock Position in Credo Technology Group Holding Ltd. $CRDO
Marathon Strategic Advisors LLC lessened its holdings in Credo Technology Group Holding Ltd. (NASDAQ:CRDO – Free Report) by 19.1% in the first quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
American Financial Group, Inc. (NYSE:AFG) Given Consensus Recommendation of “Hold” by Brokerages
Shares of American Financial Group, Inc. (NYSE:AFG – Get Free Report) have earned an average recommendation of “Hold” from the five ratings firms that are presently covering the company, MarketBeat Ratings reports.... More of this article »
Financial Survey: Abivax (NASDAQ:ABVX) and Celularity (NASDAQ:CELU)
Abivax (NASDAQ:ABVX – Get Free Report) and Celularity (NASDAQ:CELU – Get Free Report) are both medical companies, but which is the better business? We will compare the two companies based on the strength of their institutional... More of this article »
Evaxion A/S – Sponsored ADR (NASDAQ:EVAX) Receives Average Recommendation of “Moderate Buy” from Brokerages
Evaxion A/S – Sponsored ADR (NASDAQ:EVAX – Get Free Report) has earned a consensus rating of “Moderate Buy” from the six analysts that are presently covering the stock, Marketbeat Ratings reports. One analyst... More of this article »
McAlvany Wealth Management LLC Acquires Shares of 27,154 Newmont Corporation $NEM
McAlvany Wealth Management LLC acquired a new stake in shares of Newmont Corporation (NYSE:NEM – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
McAlvany Wealth Management LLC Buys New Stake in Agnico Eagle Mines Limited $AEM
McAlvany Wealth Management LLC bought a new stake in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Purpose Unlimited Inc. Makes New Investment in Hudson Pacific Properties, Inc. $HPP
Purpose Unlimited Inc. acquired a new stake in shares of Hudson Pacific Properties, Inc. (NYSE:HPP – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm acquired 437,601 shares of the real estate investment... More of this article »
Purpose Unlimited Inc. Invests $7.05 Million in Enerflex Ltd. $EFXT
Purpose Unlimited Inc. purchased a new stake in shares of Enerflex Ltd. (NYSE:EFXT – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Purpose Unlimited Inc. Takes Position in iShares MSCI Japan ETF $EWJ
Purpose Unlimited Inc. purchased a new stake in shares of iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Purpose Unlimited Inc. Takes Position in South Bow Corporation $SOBO
Purpose Unlimited Inc. bought a new position in shares of South Bow Corporation (NYSE:SOBO – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 222,293 shares of the company’s... More of this article »
J. Derek Lewis & Associates Inc. Acquires Shares of 117,175 Capital Group International Core Equity ETF $CGIC
J. Derek Lewis & Associates Inc. bought a new position in shares of Capital Group International Core Equity ETF (NYSEARCA:CGIC – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor bought... More of this article »
J. Derek Lewis & Associates Inc. Buys Shares of 15,052 iShares Bitcoin Trust ETF $IBIT
J. Derek Lewis & Associates Inc. bought a new stake in shares of iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Stance Capital LLC Cuts Stock Position in W.R. Berkley Corporation $WRB
Stance Capital LLC lessened its holdings in W.R. Berkley Corporation (NYSE:WRB – Free Report) by 33.0% during the 4th quarter, HoldingsChannel reports. The firm owned 32,219 shares of the insurance provider’s stock after... More of this article »
Stance Capital LLC Invests $1.35 Million in Toll Brothers Inc. $TOL
Stance Capital LLC bought a new stake in shares of Toll Brothers Inc. (NYSE:TOL – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Cornerstone Planning LLC Invests $904,000 in Dominion Energy Inc. $D
Cornerstone Planning LLC bought a new stake in shares of Dominion Energy Inc. (NYSE:D – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Forty three Eighteen Advisors LLC Makes New Investment in Innovator U.S. Equity Power Buffer ETF – April $PAPR
Forty three Eighteen Advisors LLC acquired a new stake in shares of Innovator U.S. Equity Power Buffer ETF – April (BATS:PAPR – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
22,706 Shares in Abbott Laboratories $ABT Purchased by Cornerstone Planning LLC
Cornerstone Planning LLC acquired a new stake in Abbott Laboratories (NYSE:ABT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Rockefeller Capital Management L.P. Boosts Stock Holdings in Pacer US Cash Cows 100 ETF $COWZ
Rockefeller Capital Management L.P. grew its stake in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 47.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 826,983 shares... More of this article »
Rockefeller Capital Management L.P. Acquires 1,103,280 Shares of Capital Group Growth ETF $CGGR
Rockefeller Capital Management L.P. lifted its holdings in Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 593.2% in the 4th quarter, Holdings Channel reports. The firm owned 1,289,258 shares of the company’s... More of this article »
World Investment Advisors Has $1.58 Million Holdings in Deere & Company $DE
World Investment Advisors lifted its stake in shares of Deere & Company (NYSE:DE – Free Report) by 59.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 3,403 shares of the industrial products company’s... More of this article »
Pure Financial Advisors LLC Decreases Position in iShares MSCI ACWI ETF $ACWI
Pure Financial Advisors LLC cut its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 43.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Strategic Advisory Partners LLC Takes Position in Broadcom Inc. $AVGO
Strategic Advisory Partners LLC acquired a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired... More of this article »
Hsbc Holdings PLC Acquires 129,095 Shares of Robinhood Markets, Inc. $HOOD
Hsbc Holdings PLC raised its holdings in Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 9.8% in the fourth quarter, Holdings Channel reports. The firm owned 1,449,346 shares of the company’s stock after purchasing... More of this article »
Targa Resources, Inc. $TRGP Holdings Raised by Hsbc Holdings PLC
Hsbc Holdings PLC raised its stake in shares of Targa Resources, Inc. (NYSE:TRGP – Free Report) by 7.0% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 820,310 shares of the pipeline company’s... More of this article »
Atmos Energy Corporation $ATO Stock Holdings Increased by Hsbc Holdings PLC
Hsbc Holdings PLC grew its holdings in shares of Atmos Energy Corporation (NYSE:ATO – Free Report) by 54.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 816,586 shares of the utilities... More of this article »
Gambling.com Group Limited (NASDAQ:GAMB) Receives $7.38 Consensus Price Target from Analysts
Gambling.com Group Limited (NASDAQ:GAMB – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the nine analysts that are presently covering the company, Marketbeat reports. One investment... More of this article »
Edwards Lifesciences Corporation $EW Stock Holdings Boosted by Hsbc Holdings PLC
Hsbc Holdings PLC grew its position in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 2,148,974... More of this article »
Tobam Takes $755,000 Position in Comfort Systems USA, Inc. $FIX
Tobam purchased a new stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased... More of this article »
SHP Wealth Management Invests $2.21 Million in AbbVie Inc. $ABBV
SHP Wealth Management acquired a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
EJMK Ventures LLC Makes New Investment in Micron Technology, Inc. $MU
EJMK Ventures LLC acquired a new stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Pacer Advisors Inc. Acquires 21,964 Shares of Zoetis Inc. $ZTS
Pacer Advisors Inc. increased its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 18.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
AECOM $ACM Shares Acquired by Virtu Financial LLC
Virtu Financial LLC boosted its stake in AECOM (NYSE:ACM – Free Report) by 140.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 13,764... More of this article »
Pacer Advisors Inc. Raises Stock Holdings in Cintas Corporation $CTAS
Pacer Advisors Inc. boosted its stake in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) by 8.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 61,390 shares of the business services provider’s... More of this article »
Ketron Financial Acquires New Shares in Apple Inc. $AAPL
Ketron Financial bought a new stake in Apple Inc. (NASDAQ:AAPL – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Virtu Financial LLC Invests $1.11 Million in PIMCO Municipal Income Fund II $PML
Virtu Financial LLC acquired a new position in PIMCO Municipal Income Fund II (NYSE:PML – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm acquired 147,472 shares of the investment management company’s... More of this article »
Virtu Financial LLC Buys Shares of 3,201 Huntington Ingalls Industries, Inc. $HII
Virtu Financial LLC acquired a new stake in Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 3,201 shares of the aerospace company’s stock,... More of this article »