Home » Author Archive
Fortem Financial Group LLC Buys 7,511 Shares of Pinnacle West Capital Corporation $PNW
Fortem Financial Group LLC lifted its stake in Pinnacle West Capital Corporation (NYSE:PNW – Free Report) by 38.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 26,887 shares of the utilities provider’s... More of this article »
Freedom Financial Partners LLC Decreases Holdings in Capital Group International Focus Equity ETF $CGXU
Freedom Financial Partners LLC trimmed its holdings in Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 23.2% in the first quarter, HoldingsChannel reports. The fund owned 184,481 shares of the company’s... More of this article »
Polianta Ltd Takes $1.52 Million Position in Stifel Financial Corporation $SF
Polianta Ltd purchased a new position in Stifel Financial Corporation (NYSE:SF – Free Report) during the first quarter, HoldingsChannel.com reports. The fund purchased 20,600 shares of the financial services provider’s... More of this article »
Contrasting Cartesian Growth Corp III (CGCT) & Its Competitors
Cartesian Growth Corp III (NASDAQ:CGCT – Get Free Report) is one of 330 public companies in the “Investment Offices” industry, but how does it weigh in compared to its competitors? We will compare Cartesian Growth... More of this article »
Head-To-Head Review: BTC Development (BDCI) versus Its Peers
BTC Development (NASDAQ:BDCI – Get Free Report) is one of 330 public companies in the “Investment Offices” industry, but how does it weigh in compared to its rivals? We will compare BTC Development to related businesses... More of this article »
Contrasting Whitehawk Therapeutics (NASDAQ:WHWK) & Merck KGaA (OTCMKTS:MKGAF)
Whitehawk Therapeutics (NASDAQ:WHWK – Get Free Report) and Merck KGaA (OTCMKTS:MKGAF – Get Free Report) are both manufacturing companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
Highland Global Allocation Fund (HGLB) to Distribute Monthly Dividend of $0.09 on June 30th
Highland Global Allocation Fund (NASDAQ:HGLB – Get Free Report) declared a monthly dividend on Wednesday, April 1st. Shareholders of record on Tuesday, June 23rd will be given a dividend of 0.085 per share on Tuesday, June 30th.... More of this article »
Aecon Group Inc. (ARE) To Go Ex-Dividend on June 23rd
Aecon Group Inc. (TSE:ARE – Get Free Report) announced a quarterly dividend on Tuesday, June 23rd, TickerTech Dividends reports. Stockholders of record on Friday, July 3rd will be given a dividend of 0.1925 per share on Friday,... More of this article »
Integrated Investment Consultants LLC Purchases 13,512 Shares of Walmart Inc. $WMT
Integrated Investment Consultants LLC grew its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 114.2% during the 4th quarter, HoldingsChannel reports. The fund owned 25,346 shares of the retailer’s stock after purchasing... More of this article »
E. Ohman J or Asset Management AB Decreases Stock Position in Lam Research Corporation $LRCX
E. Ohman J or Asset Management AB trimmed its position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 3.9% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Thompson Davis & CO. Inc. Takes $346,000 Position in Sandisk Corporation $SNDK
Thompson Davis & CO. Inc. bought a new position in Sandisk Corporation (NASDAQ:SNDK – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
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 »