Home » Author Archive
Park National Corp OH Acquires 1,115 Shares of Vanguard S&P 500 ETF $VOO
Park National Corp OH increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 10.3% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 11,958 shares of... More of this article »
13,283 Shares in Johnson & Johnson $JNJ Bought by Winthrop Partners WNY LLC
Winthrop Partners WNY LLC bought a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the 4th quarter, Holdings Channel reports. The firm bought 13,283 shares of the company’s stock, valued at approximately... More of this article »
IDEXX Laboratories, Inc. $IDXX Shares Acquired by World Investment Advisors
World Investment Advisors increased its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 126.2% during the 4th quarter, Holdings Channel reports. The institutional investor owned 1,902 shares of... More of this article »
Vaughan Nelson Investment Management L.P. Acquires New Position in Howmet Aerospace Inc. $HWM
Vaughan Nelson Investment Management L.P. acquired a new stake in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
World Investment Advisors Buys 3,529 Shares of Western Digital Corporation $WDC
World Investment Advisors raised its stake in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) by 145.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Smith Salley Wealth Management Buys 2,294 Shares of Union Pacific Corporation $UNP
Smith Salley Wealth Management raised its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 3.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Roble Belko & Company Inc Sells 27,865 Shares of iShares Core MSCI EAFE ETF $IEFA
Roble Belko & Company Inc cut its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 44.2% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Vaughan Nelson Investment Management L.P. Buys 67,785 Shares of Taylor Morrison Home Corporation $TMHC
Vaughan Nelson Investment Management L.P. increased its holdings in Taylor Morrison Home Corporation (NYSE:TMHC – Free Report) by 10.4% during the first quarter, according to its most recent 13F filing with the Securities and... More of this article »
Weybosset Research & Management LLC Sells 1,177 Shares of Deere & Company $DE
Weybosset Research & Management LLC trimmed its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 2.5% in the first quarter, according to the company in its most recent filing with the Securities and... More of this article »
Warren Street Wealth Advisors LLC Sells 29,603 Shares of SPDR S&P Global Natural Resources ETF $GNR
Warren Street Wealth Advisors LLC lessened its holdings in shares of SPDR S&P Global Natural Resources ETF (NYSEARCA:GNR – Free Report) by 16.5% during the 1st quarter, according to its most recent disclosure with the SEC.... More of this article »
372,878 Shares in Goldman Sachs Access U.S. Aggregate Bond ETF $GCOR Purchased by XML Financial LLC
XML Financial LLC acquired a new position in Goldman Sachs Access U.S. Aggregate Bond ETF (NYSEARCA:GCOR – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Union Savings Bank Makes New Investment in JPMorgan Chase & Co. $JPM
Union Savings Bank purchased a new position in JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 10,829 shares... More of this article »
XML Financial LLC Increases Stake in Vanguard Russell 2000 ETF $VTWO
XML Financial LLC raised its stake in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 1,365.7% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 30,810 shares of the company’s... More of this article »
XML Financial LLC Increases Stock Holdings in Goldman Sachs Nasdaq 100 Core Premium Income ETF $GPIQ
XML Financial LLC increased its stake in shares of Goldman Sachs Nasdaq 100 Core Premium Income ETF (NASDAQ:GPIQ – Free Report) by 11.0% during the 1st quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Maestria Partners LLC Has $24.44 Million Holdings in KKR & Co. Inc. $KKR
Maestria Partners LLC lifted its position in KKR & Co. Inc. (NYSE:KKR – Free Report) by 60.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Vaughan Nelson Investment Management L.P. Buys 124,845 Shares of Alamo Group, Inc. $ALG
Vaughan Nelson Investment Management L.P. raised its stake in Alamo Group, Inc. (NYSE:ALG – Free Report) by 53.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 358,435 shares of the industrial products... More of this article »
Vaughan Nelson Investment Management L.P. Has $69.80 Million Stake in Huntington Ingalls Industries, Inc. $HII
Vaughan Nelson Investment Management L.P. lessened its position in Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report) by 12.8% in the first quarter, Holdings Channel.com reports. The firm owned 183,725 shares of the... More of this article »
Vaughan Nelson Investment Management L.P. Acquires 9,130 Shares of Valmont Industries, Inc. $VMI
Vaughan Nelson Investment Management L.P. boosted its holdings in shares of Valmont Industries, Inc. (NYSE:VMI – Free Report) by 3.7% during the first quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
Vaughan Nelson Investment Management L.P. Buys 94,780 Shares of Crane $CR
Vaughan Nelson Investment Management L.P. raised its stake in shares of Crane (NYSE:CR – Free Report) by 61.8% in the first quarter, Holdings Channel reports. The fund owned 248,087 shares of the conglomerate’s stock after... More of this article »
Roble Belko & Company Inc Raises Stock Position in Vanguard Mega Cap ETF $MGC
Roble Belko & Company Inc increased its position in shares of Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 163.1% in the 1st quarter, HoldingsChannel reports. The fund owned 10,452 shares of the company’s... More of this article »
iShares iBonds Dec 2033 Term Corporate ETF $IBDY Shares Purchased by Roble Belko & Company Inc
Roble Belko & Company Inc raised its stake in iShares iBonds Dec 2033 Term Corporate ETF (NYSEARCA:IBDY – Free Report) by 1,015.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Innovator Defined Wealth Shield ETF $BALT is Lee Johnson Capital Management LLC’s Largest Position
Lee Johnson Capital Management LLC increased its stake in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 70.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Town & Country Bank & Trust CO dba First Bankers Trust CO Buys New Stake in Royal Gold, Inc. $RGLD
Town & Country Bank & Trust CO dba First Bankers Trust CO purchased a new position in Royal Gold, Inc. (NASDAQ:RGLD – Free Report) (TSE:RGL) in the 1st quarter, Holdings Channel.com reports. The firm purchased 7,786... More of this article »
Vaughan Nelson Investment Management L.P. Increases Stock Holdings in FirstCash Holdings, Inc. $FCFS
Vaughan Nelson Investment Management L.P. increased its position in shares of FirstCash Holdings, Inc. (NASDAQ:FCFS – Free Report) by 9.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 474,977 shares of the... More of this article »
Vaughan Nelson Investment Management L.P. Has $97.07 Million Position in Valvoline $VVV
Vaughan Nelson Investment Management L.P. lifted its holdings in Valvoline (NYSE:VVV – Free Report) by 6.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
SG Americas Securities LLC Has $134.03 Million Stock Holdings in Teradyne, Inc. $TER
SG Americas Securities LLC lifted its stake in Teradyne, Inc. (NASDAQ:TER – Free Report) by 127.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
World Investment Advisors Buys 1,561 Shares of SPDR S&P Semiconductor ETF $XSD
World Investment Advisors boosted its stake in SPDR S&P Semiconductor ETF (NYSEARCA:XSD – Free Report) by 116.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Sterling Investment Counsel LLC Has $390,000 Stake in iShares New York Muni Bond ETF $NYF
Sterling Investment Counsel LLC lowered its stake in iShares New York Muni Bond ETF (NYSEARCA:NYF – Free Report) by 65.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
SPDR SSgA Multi-Asset Real Return ETF $RLY Stake Increased by Johnson Bixby & Associates LLC
Johnson Bixby & Associates LLC raised its stake in shares of SPDR SSgA Multi-Asset Real Return ETF (NYSEARCA:RLY – Free Report) by 2,634.7% during the first quarter, according to its most recent filing with the Securities... More of this article »
Virtu Financial LLC Trims Stock Holdings in United States Brent Oil Fund LP $BNO
Virtu Financial LLC lessened its position in shares of United States Brent Oil Fund LP (NYSEARCA:BNO – Free Report) by 68.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Ocean Park Asset Management LLC Makes New $11.73 Million Investment in Dimensional Emerging Markets Core Equity 2 ETF $DFEM
Ocean Park Asset Management LLC bought a new position in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) in the 1st quarter, according to its most recent disclosure with the SEC. The firm bought... More of this article »
Virtu Financial LLC Acquires Shares of 96,797 GSR IV Acquisition Corp. $GSRF
Virtu Financial LLC bought a new stake in GSR IV Acquisition Corp. (NASDAQ:GSRF – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
PMV Capital Advisers LLC Grows Position in PMV Adaptive Risk Parity ETF $ARP
PMV Capital Advisers LLC lifted its holdings in shares of PMV Adaptive Risk Parity ETF (NYSEARCA:ARP – Free Report) by 11.5% in the first quarter, according to its most recent filing with the SEC. The firm owned 596,088 shares... More of this article »
Virtu Financial LLC Sells 3,535 Shares of Morgan Stanley $MS
Virtu Financial LLC cut its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 38.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,694 shares of the financial services... More of this article »
Virtu Financial LLC Invests $912,000 in Paycom Software, Inc. $PAYC
Virtu Financial LLC bought a new stake in shares of Paycom Software, Inc. (NYSE:PAYC – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Smith Salley Wealth Management Increases Position in RTX Corporation $RTX
Smith Salley Wealth Management boosted its position in shares of RTX Corporation (NYSE:RTX – Free Report) by 2.7% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
SPDR Gold Shares $GLD Shares Sold by Tactive Advisors LLC
Tactive Advisors LLC cut its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 33.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Petredis Investment Advisors LLC Purchases New Stake in RTX Corporation $RTX
Petredis Investment Advisors LLC purchased a new stake in shares of RTX Corporation (NYSE:RTX – Free Report) in the 1st quarter, Holdings Channel reports. The institutional investor purchased 18,844 shares of the company’s... More of this article »
Strong Tower Advisory Services Raises Stock Position in Vanguard Long-Term Bond ETF $BLV
Strong Tower Advisory Services boosted its stake in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 8.5% in the first quarter, HoldingsChannel reports. The firm owned 340,500 shares of the company’s stock after... More of this article »
Henrickson Nauta Wealth Advisors Inc. Sells 27,863 Shares of UFP Industries, Inc. $UFPI
Henrickson Nauta Wealth Advisors Inc. lowered its position in UFP Industries, Inc. (NASDAQ:UFPI – Free Report) by 54.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 23,518 shares of the construction... More of this article »
Nations Financial Group Inc. IA ADV Has $3.70 Million Stock Holdings in Deere & Company $DE
Nations Financial Group Inc. IA ADV reduced its position in shares of Deere & Company (NYSE:DE – Free Report) by 21.2% during the 1st quarter, HoldingsChannel.com reports. The firm owned 6,571 shares of the industrial products... More of this article »
Strong Tower Advisory Services Buys 5,948 Shares of Strategy Inc $MSTR
Strong Tower Advisory Services raised its stake in shares of Strategy Inc (NASDAQ:MSTR – Free Report) by 4.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Hsbc Holdings PLC Purchases 25,977 Shares of Air Products and Chemicals, Inc. $APD
Hsbc Holdings PLC increased its holdings in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 5.9% in the fourth quarter, Holdings Channel reports. The fund owned 466,254 shares of the basic materials company’s... More of this article »
23,724 Shares in ExxonMobil Corporation $XOM Purchased by Meadowbrook Advisors Group LLC
Meadowbrook Advisors Group LLC acquired a new position in ExxonMobil Corporation (NYSE:XOM – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 23,724 shares of the oil and gas company’s stock,... More of this article »
Nutanix (NASDAQ:NTNX) Given Consensus Rating of “Moderate Buy” by Analysts
Shares of Nutanix (NASDAQ:NTNX – Get Free Report) have received an average recommendation of “Moderate Buy” from the eighteen ratings firms that are currently covering the firm, Marketbeat.com reports. Eight research... More of this article »
Contrasting ENEVA S A/S (OTCMKTS:ENEVY) and X-Energy (NASDAQ:XE)
ENEVA S A/S (OTCMKTS:ENEVY – Get Free Report) and X-Energy (NASDAQ:XE – Get Free Report) are both utilities companies, but which is the better stock? We will compare the two companies based on the strength of their dividends,... More of this article »
FUCHS (OTCMKTS:FUPBY) and Element Solutions (NYSE:ESI) Head-To-Head Comparison
Element Solutions (NYSE:ESI – Get Free Report) and FUCHS (OTCMKTS:FUPBY – Get Free Report) are both basic materials companies, but which is the better stock? We will contrast the two businesses based on the strength of... More of this article »
Analysts Set Grocery Outlet Holding Corp. (NASDAQ:GO) Price Target at $10.32
Shares of Grocery Outlet Holding Corp. (NASDAQ:GO – Get Free Report) have received an average rating of “Reduce” from the thirteen analysts that are currently covering the firm, Marketbeat Ratings reports. Two analysts... More of this article »