Home » Author Archive

Image for OakTrust Wealth Advisors LLC Makes New Investment in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

OakTrust Wealth Advisors LLC Makes New Investment in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

OakTrust Wealth Advisors LLC acquired a new stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 10,783 shares of... More of this article »
Image for Oak Grove Capital LLC Makes New Investment in Vanguard Intermediate-Term Treasury ETF $VGIT

Oak Grove Capital LLC Makes New Investment in Vanguard Intermediate-Term Treasury ETF $VGIT

Oak Grove Capital LLC bought a new stake in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) in the 4th quarter, HoldingsChannel reports. The firm bought 8,500 shares of the company’s stock,... More of this article »
Image for Zacks Research Downgrades M�nchener R�ckversicherungs-Gesellschaft (OTCMKTS:MURGY) to Strong Sell

Zacks Research Downgrades M�nchener R�ckversicherungs-Gesellschaft (OTCMKTS:MURGY) to Strong Sell

M�nchener R�ckversicherungs-Gesellschaft (OTCMKTS:MURGY – Get Free Report) was downgraded by research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research report... More of this article »
Image for Targa Resources (NYSE:TRGP) Upgraded by Jefferies Financial Group to Strong-Buy Rating

Targa Resources (NYSE:TRGP) Upgraded by Jefferies Financial Group to Strong-Buy Rating

Targa Resources (NYSE:TRGP – Get Free Report) was upgraded by research analysts at Jefferies Financial Group to a “strong-buy” rating in a research note issued to investors on Thursday,Zacks.com reports. A number... More of this article »
Image for Tempo Wealth LLC Acquires New Shares in Northrop Grumman Corporation $NOC

Tempo Wealth LLC Acquires New Shares in Northrop Grumman Corporation $NOC

Tempo Wealth LLC acquired a new position in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 1,252 shares of the aerospace company’s stock,... More of this article »
Image for Citigroup Inc. $C Shares Bought by Groupama Asset Managment

Citigroup Inc. $C Shares Bought by Groupama Asset Managment

Groupama Asset Managment raised its holdings in Citigroup Inc. (NYSE:C – Free Report) by 1.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Josh Arnold Investment Consultant LLC Takes $1.58 Million Position in NIKE, Inc. $NKE

Josh Arnold Investment Consultant LLC Takes $1.58 Million Position in NIKE, Inc. $NKE

Josh Arnold Investment Consultant LLC bought a new position in NIKE, Inc. (NYSE:NKE – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 24,825 shares... More of this article »
Image for Lincoln Electric (NASDAQ:LECO) EVP Michael Whitehead Sells 845 Shares

Lincoln Electric (NASDAQ:LECO) EVP Michael Whitehead Sells 845 Shares

Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Get Free Report) EVP Michael Whitehead sold 845 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $274.81, for... More of this article »
Image for 7,671 Shares in American Express Company $AXP Purchased by Blue Capital Inc.

7,671 Shares in American Express Company $AXP Purchased by Blue Capital Inc.

Blue Capital Inc. acquired a new position in American Express Company (NYSE:AXP) in the 4th quarter, HoldingsChannel reports. The fund acquired 7,671 shares of the payment services company’s stock, valued at approximately $2,838,000.... More of this article »
Image for SB Capital Management Inc Invests $1.04 Million in iShares Russell Mid-Cap Value ETF $IWS

SB Capital Management Inc Invests $1.04 Million in iShares Russell Mid-Cap Value ETF $IWS

SB Capital Management Inc bought a new stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Wick Capital Partners LLC Has $4.27 Million Stock Position in Walmart Inc. $WMT

Wick Capital Partners LLC Has $4.27 Million Stock Position in Walmart Inc. $WMT

Wick Capital Partners LLC boosted its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 1,459.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Tempo Wealth LLC Takes Position in SPDR S&P 400 Mid Cap Growth ETF $MDYG

Tempo Wealth LLC Takes Position in SPDR S&P 400 Mid Cap Growth ETF $MDYG

Tempo Wealth LLC acquired a new position in SPDR S&P 400 Mid Cap Growth ETF (NYSEARCA:MDYG – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Kera Capital Partners Inc. Acquires New Position in iShares Biotechnology ETF $IBB

Kera Capital Partners Inc. Acquires New Position in iShares Biotechnology ETF $IBB

Kera Capital Partners Inc. acquired a new stake in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for 32,604 Shares in Visa Inc. $V Purchased by Spinecap SAS

32,604 Shares in Visa Inc. $V Purchased by Spinecap SAS

Spinecap SAS bought a new position in shares of Visa Inc. (NYSE:V – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 32,604 shares... More of this article »
Image for Invesco Ltd. Has $2.26 Billion Position in Shopify Inc. $SHOP

Invesco Ltd. Has $2.26 Billion Position in Shopify Inc. $SHOP

Invesco Ltd. raised its holdings in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 9.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Lexington Hill Partners LLC Makes New Investment in The Goldman Sachs Group, Inc. $GS

Lexington Hill Partners LLC Makes New Investment in The Goldman Sachs Group, Inc. $GS

Lexington Hill Partners LLC purchased a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for 5,268 Shares in Apple Inc. $AAPL Bought by Jacobs Equity LLC

5,268 Shares in Apple Inc. $AAPL Bought by Jacobs Equity LLC

Jacobs Equity LLC acquired a new stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Beacon Advisors Holdings LLC Makes New Investment in iShares Core MSCI EAFE ETF $IEFA

Beacon Advisors Holdings LLC Makes New Investment in iShares Core MSCI EAFE ETF $IEFA

Beacon Advisors Holdings LLC acquired a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Dorsey Wright & Associates Purchases New Position in General Motors Company $GM

Dorsey Wright & Associates Purchases New Position in General Motors Company $GM

Dorsey Wright & Associates acquired a new position in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) during the 4th quarter, Holdings Channel.com reports. The fund acquired 29,445 shares of the auto... More of this article »
Image for MetLife, Inc. (NYSE:MET) Receives $95.31 Consensus Target Price from Analysts

MetLife, Inc. (NYSE:MET) Receives $95.31 Consensus Target Price from Analysts

MetLife, Inc. (NYSE:MET – Get Free Report) has been given a consensus recommendation of “Moderate Buy” by the fourteen ratings firms that are covering the firm, Marketbeat reports. Two equities research analysts... More of this article »
Image for Critical Analysis: Conrad Industries (OTCMKTS:CNRD) and Redwire (NYSE:RDW)

Critical Analysis: Conrad Industries (OTCMKTS:CNRD) and Redwire (NYSE:RDW)

Conrad Industries (OTCMKTS:CNRD – Get Free Report) and Redwire (NYSE:RDW – Get Free Report) are both aerospace companies, but which is the better investment? We will compare the two businesses based on the strength of their... More of this article »
Image for Vinland Capital Management Gestora de Recursos LTDA. Invests $653,000 in SPDR S&P Metals & Mining ETF $XME

Vinland Capital Management Gestora de Recursos LTDA. Invests $653,000 in SPDR S&P Metals & Mining ETF $XME

Vinland Capital Management Gestora de Recursos LTDA. bought a new stake in SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Image for Oklo Inc. $OKLO Shares Purchased by Virtu Financial LLC

Oklo Inc. $OKLO Shares Purchased by Virtu Financial LLC

Virtu Financial LLC boosted its position in shares of Oklo Inc. (NYSE:OKLO – Free Report) by 21.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Verus Advisory Inc. Makes New Investment in Vanguard Total Stock Market ETF $VTI

Verus Advisory Inc. Makes New Investment in Vanguard Total Stock Market ETF $VTI

Verus Advisory Inc. purchased a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Virtu Financial LLC Acquires New Holdings in VanEck Merk Gold ETF $OUNZ

Virtu Financial LLC Acquires New Holdings in VanEck Merk Gold ETF $OUNZ

Virtu Financial LLC bought a new stake in VanEck Merk Gold ETF (NYSEARCA:OUNZ – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 122,777... More of this article »
Image for River Road Asset Management LLC Grows Position in UFP Industries, Inc. $UFPI

River Road Asset Management LLC Grows Position in UFP Industries, Inc. $UFPI

River Road Asset Management LLC lifted its position in shares of UFP Industries, Inc. (NASDAQ:UFPI – Free Report) by 64.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for MV Capital Management Inc. Makes New $935,000 Investment in International Business Machines Corporation $IBM

MV Capital Management Inc. Makes New $935,000 Investment in International Business Machines Corporation $IBM

MV Capital Management Inc. bought a new position in International Business Machines Corporation (NYSE:IBM – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Maximus, Inc. $MMS Shares Bought by River Road Asset Management LLC

Maximus, Inc. $MMS Shares Bought by River Road Asset Management LLC

River Road Asset Management LLC raised its stake in shares of Maximus, Inc. (NYSE:MMS – Free Report) by 236.1% during the 4th quarter, HoldingsChannel.com reports. The firm owned 823,262 shares of the health services provider’s... More of this article »
Image for River Road Asset Management LLC Buys 64,566 Shares of McGrath RentCorp $MGRC

River Road Asset Management LLC Buys 64,566 Shares of McGrath RentCorp $MGRC

River Road Asset Management LLC lifted its stake in shares of McGrath RentCorp (NASDAQ:MGRC – Free Report) by 3.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Wick Capital Partners LLC Makes New $58.40 Million Investment in VeriSign, Inc. $VRSN

Wick Capital Partners LLC Makes New $58.40 Million Investment in VeriSign, Inc. $VRSN

Wick Capital Partners LLC bought a new stake in shares of VeriSign, Inc. (NASDAQ:VRSN – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 240,362 shares of the information services provider’s... More of this article »
Image for 12,361 Shares in SPDR Portfolio S&P 600 Small Cap ETF $SPSM Acquired by WealthPoint Financial LLC

12,361 Shares in SPDR Portfolio S&P 600 Small Cap ETF $SPSM Acquired by WealthPoint Financial LLC

WealthPoint Financial LLC bought a new position in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought... More of this article »
Image for WealthPoint Financial LLC Takes Position in Duke Energy Corporation $DUK

WealthPoint Financial LLC Takes Position in Duke Energy Corporation $DUK

WealthPoint Financial LLC purchased a new position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for WealthPoint Financial LLC Invests $4.10 Million in Invesco S&P 500 Top 50 ETF $XLG

WealthPoint Financial LLC Invests $4.10 Million in Invesco S&P 500 Top 50 ETF $XLG

WealthPoint Financial LLC acquired a new position in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Pacer Advisors Inc. Sells 35,446 Shares of General Dynamics Corporation $GD

Pacer Advisors Inc. Sells 35,446 Shares of General Dynamics Corporation $GD

Pacer Advisors Inc. lowered its holdings in General Dynamics Corporation (NYSE:GD – Free Report) by 4.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Rare Wolf Capital LLC Takes Position in iShares Russell 2000 ETF $IWM

Rare Wolf Capital LLC Takes Position in iShares Russell 2000 ETF $IWM

Rare Wolf Capital LLC acquired a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The fund acquired 2,369 shares of the... More of this article »
Image for River Road Asset Management LLC Lowers Position in WESCO International, Inc. $WCC

River Road Asset Management LLC Lowers Position in WESCO International, Inc. $WCC

River Road Asset Management LLC reduced its holdings in WESCO International, Inc. (NYSE:WCC – Free Report) by 62.0% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for River Road Asset Management LLC Sells 91,207 Shares of KKR & Co. Inc. $KKR

River Road Asset Management LLC Sells 91,207 Shares of KKR & Co. Inc. $KKR

River Road Asset Management LLC trimmed its holdings in KKR & Co. Inc. (NYSE:KKR – Free Report) by 19.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for River Road Asset Management LLC Reduces Stock Holdings in LKQ Corporation $LKQ

River Road Asset Management LLC Reduces Stock Holdings in LKQ Corporation $LKQ

River Road Asset Management LLC lowered its holdings in LKQ Corporation (NASDAQ:LKQ – Free Report) by 20.2% during the fourth quarter, Holdings Channel reports. The fund owned 1,445,000 shares of the auto parts company’s... More of this article »
Image for River Road Asset Management LLC Has $39.78 Million Stock Holdings in Casey’s General Stores, Inc. $CASY

River Road Asset Management LLC Has $39.78 Million Stock Holdings in Casey’s General Stores, Inc. $CASY

River Road Asset Management LLC trimmed its position in Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) by 3.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 71,976... More of this article »
Image for River Road Asset Management LLC Purchases New Position in BellRing Brands Inc. $BRBR

River Road Asset Management LLC Purchases New Position in BellRing Brands Inc. $BRBR

River Road Asset Management LLC purchased a new stake in BellRing Brands Inc. (NYSE:BRBR – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Tempo Wealth LLC Invests $1.01 Million in Invesco S&P SmallCap 600 Pure Growth ETF $RZG

Tempo Wealth LLC Invests $1.01 Million in Invesco S&P SmallCap 600 Pure Growth ETF $RZG

Tempo Wealth LLC acquired a new position in Invesco S&P SmallCap 600 Pure Growth ETF (NYSEARCA:RZG – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 18,533 shares of... More of this article »
Image for GFI Investment Counsel Ltd. Buys New Position in Brookfield Asset Management Ltd. $BAM

GFI Investment Counsel Ltd. Buys New Position in Brookfield Asset Management Ltd. $BAM

GFI Investment Counsel Ltd. bought a new stake in shares of Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Tempo Wealth LLC Takes $1.13 Million Position in Salesforce Inc. $CRM

Tempo Wealth LLC Takes $1.13 Million Position in Salesforce Inc. $CRM

Tempo Wealth LLC acquired a new position in Salesforce Inc. (NYSE:CRM – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Thryve Wealth Management LLC Acquires Shares of 101,461 iShares California Muni Bond ETF $CMF

Thryve Wealth Management LLC Acquires Shares of 101,461 iShares California Muni Bond ETF $CMF

Thryve Wealth Management LLC bought a new stake in iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 101,461 shares of the company’s stock, valued... More of this article »
Image for Sit Investment Associates Inc. Decreases Stock Holdings in TE Connectivity Ltd. $TEL

Sit Investment Associates Inc. Decreases Stock Holdings in TE Connectivity Ltd. $TEL

Sit Investment Associates Inc. lowered its stake in shares of TE Connectivity Ltd. (NYSE:TEL – Free Report) by 7.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Groupama Asset Managment Sells 35,888 Shares of SLB Limited $SLB

Groupama Asset Managment Sells 35,888 Shares of SLB Limited $SLB

Groupama Asset Managment trimmed its position in shares of SLB Limited (NYSE:SLB – Free Report) by 6.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 528,807 shares of the oil and gas company’s... More of this article »
Image for Dimensional U.S. Targeted Value ETF $DFAT Shares Acquired by Strategic Investment Solutions Inc. IL

Dimensional U.S. Targeted Value ETF $DFAT Shares Acquired by Strategic Investment Solutions Inc. IL

Strategic Investment Solutions Inc. IL boosted its holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 7.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Image for 79,560 Shares in Tyra Biosciences, Inc. $TYRA Acquired by Seven Fleet Capital Management LP

79,560 Shares in Tyra Biosciences, Inc. $TYRA Acquired by Seven Fleet Capital Management LP

Seven Fleet Capital Management LP acquired a new position in Tyra Biosciences, Inc. (NASDAQ:TYRA – Free Report) in the fourth quarter, HoldingsChannel reports. The firm acquired 79,560 shares of the company’s stock, valued... More of this article »
Image for Connective Capital Management LLC Trims Stock Position in Meta Platforms, Inc. $META

Connective Capital Management LLC Trims Stock Position in Meta Platforms, Inc. $META

Connective Capital Management LLC lowered its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 64.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Head-To-Head Comparison: OR Royalties (NYSE:OR) & American Sierra Gold (OTCMKTS:AMNP)

Head-To-Head Comparison: OR Royalties (NYSE:OR) & American Sierra Gold (OTCMKTS:AMNP)

OR Royalties (NYSE:OR – Get Free Report) and American Sierra Gold (OTCMKTS:AMNP – Get Free Report) are both basic materials companies, but which is the better business? We will compare the two businesses based on the strength... More of this article »