Home » Author Archive
Morgan Stanley $MS Shares Sold by Xcel Wealth Management LLC
Xcel Wealth Management LLC lessened its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 8.8% in the first quarter, HoldingsChannel reports. The firm owned 44,745 shares of the financial services provider’s... More of this article »
Waterway Wealth Management LLC Acquires New Holdings in Moody’s Corporation $MCO
Waterway Wealth Management LLC bought a new stake in Moody’s Corporation (NYSE:MCO – Free Report) during the 1st quarter, Holdings Channel.com reports. The fund bought 3,093 shares of the business services provider’s... More of this article »
Short Interest in AdvisorShares Dorsey Wright ADR ETF (NASDAQ:AADR) Drops By 84.6%
AdvisorShares Dorsey Wright ADR ETF (NASDAQ:AADR – Get Free Report) was the recipient of a large decrease in short interest in the month of June. As of June 15th, there was short interest totaling 83 shares, a decrease of 84.6%... More of this article »
Louisiana State Employees Retirement System Takes $8.92 Million Position in Salesforce Inc. $CRM
Louisiana State Employees Retirement System acquired a new position in Salesforce Inc. (NYSE:CRM – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Zacks Research Has Optimistic Outlook of JLL Q3 Earnings
Jones Lang LaSalle Incorporated (NYSE:JLL – Free Report) – Equities researchers at Zacks Research increased their Q3 2026 earnings estimates for Jones Lang LaSalle in a research note issued to investors on Thursday, June... More of this article »
Linkers Industries Limited (NASDAQ:LNKS) Sees Significant Decrease in Short Interest
Linkers Industries Limited (NASDAQ:LNKS – Get Free Report) saw a large drop in short interest in the month of June. As of June 15th, there was short interest totaling 63,818 shares, a drop of 82.4% from the May 31st total of... More of this article »
OLD National Bancorp IN Grows Position in Oracle Corporation $ORCL
OLD National Bancorp IN increased its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 26.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Shuffle Hits 24 Hour Volume of $641.09 Thousand (SHFL)
Shuffle (SHFL) traded 2.5% lower against the U.S. dollar during the one day period ending at 7:00 AM Eastern on June 26th. Over the last week, Shuffle has traded 4.2% higher against the U.S. dollar. Shuffle has a market capitalization... More of this article »
SOON (SOON) Tops One Day Volume of $12.91 Million
SOON (SOON) traded up 3.7% against the dollar during the 24-hour period ending at 7:00 AM ET on June 26th. Over the last seven days, SOON has traded 4.3% higher against the dollar. SOON has a market capitalization of $90.22 million... More of this article »
Ieh Corp (OTCMKTS:IEHC) Sees Large Growth in Short Interest
Ieh Corp (OTCMKTS:IEHC – Get Free Report) was the target of a large increase in short interest during the month of June. As of June 15th, there was short interest totaling 60 shares, an increase of 5,900.0% from the May 31st... More of this article »
Abony Acquisition Corp I (NASDAQ:AACOU) Short Interest Up 4,850.0% in June
Abony Acquisition Corp I (NASDAQ:AACOU – Get Free Report) was the target of a large growth in short interest in June. As of June 15th, there was short interest totaling 99 shares, a growth of 4,850.0% from the May 31st total... More of this article »
RCS Financial Planning LLC Sells 9,008 Shares of iShares MSCI USA Quality Factor ETF $QUAL
RCS Financial Planning LLC lowered its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 54.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 7,550 shares of the company’s... More of this article »
Meyer Handelman Co. Sells 8,808 Shares of Qualcomm Incorporated $QCOM
Meyer Handelman Co. lessened its holdings in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 3.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Hilton Worldwide Holdings Inc. $HLT Shares Purchased by Blue Trust Inc.
Blue Trust Inc. grew its holdings in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 154.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Cardano Risk Management B.V. Sells 4,908,260 Shares of AbbVie Inc. $ABBV
Cardano Risk Management B.V. trimmed its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 90.1% during the first quarter, Holdings Channel.com reports. The institutional investor owned 536,670 shares of the company’s... More of this article »
Peirce Capital Management LLC Cuts Holdings in Dimensional Emerging Markets Core Equity 2 ETF $DFEM
Peirce Capital Management LLC cut its stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 3.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Royalty Pharma (NASDAQ:RPRX) EVP Marshall Urist Sells 9,098 Shares
Royalty Pharma PLC (NASDAQ:RPRX – Get Free Report) EVP Marshall Urist sold 9,098 shares of Royalty Pharma stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $55.18, for a... More of this article »
Meyer Handelman Co. Sells 20,287 Shares of Medtronic PLC $MDT
Meyer Handelman Co. lowered its holdings in shares of Medtronic PLC (NYSE:MDT – Free Report) by 29.9% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
OLD National Bancorp IN Has $24.79 Million Holdings in Vanguard Intermediate-Term Treasury ETF $VGIT
OLD National Bancorp IN lessened its stake in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 72.0% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 416,247... More of this article »
Vanguard Intermediate-Term Bond ETF $BIV Stake Boosted by Tumwater Wealth Management LLC
Tumwater Wealth Management LLC boosted its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 6.5% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 208,651 shares of... More of this article »
Grey Ledge Advisors LLC Has $3.19 Million Stake in Vanguard Mortgage-Backed Securities ETF $VMBS
Grey Ledge Advisors LLC increased its holdings in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 520.2% in the first quarter, HoldingsChannel reports. The institutional investor owned 67,886... More of this article »
Penbrook Management LLC Has $2.96 Million Stake in Planet Labs PBC $PL
Penbrook Management LLC cut its position in Planet Labs PBC (NYSE:PL – Free Report) by 64.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Northeast Investment Management Purchases 54,487 Shares of Vanguard FTSE All-World ex-US ETF $VEU
Northeast Investment Management raised its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 72.7% during the first quarter, according to the company in its most recent 13F filing with the... More of this article »
Sims Investment Management LLC Acquires 14,166 Shares of Global X S&P 500 Covered Call ETF $XYLD
Sims Investment Management LLC raised its holdings in Global X S&P 500 Covered Call ETF (NYSEARCA:XYLD – Free Report) by 3.4% during the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Rockefeller Capital Management L.P. Grows Stake in abrdn Physical Gold Shares ETF $SGOL
Rockefeller Capital Management L.P. grew its stake in shares of abrdn Physical Gold Shares ETF (NYSEARCA:SGOL – Free Report) by 121.5% in the 4th quarter, Holdings Channel.com reports. The fund owned 177,231 shares of the company’s... More of this article »
Maltin Wealth Management Inc. Buys 6,107 Shares of Vanguard FTSE All-World ex-US Small-Cap ETF $VSS
Maltin Wealth Management Inc. boosted its stake in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 10.7% in the 1st quarter, according to the company in its most recent disclosure with the... More of this article »
Daniel Calkins Sells 4,089 Shares of Verastem (NASDAQ:VSTM) Stock
Verastem, Inc. (NASDAQ:VSTM – Get Free Report) CFO Daniel Calkins sold 4,089 shares of Verastem stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $4.18, for a total value of $17,092.02.... More of this article »
Kestra Private Wealth Services LLC Has $9.66 Million Stock Holdings in iShares MSCI USA Momentum Factor ETF $MTUM
Kestra Private Wealth Services LLC boosted its position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 11.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Fairvoy Private Wealth LLC Acquires Shares of 13,011 iShares U.S. Medical Devices ETF $IHI
Fairvoy Private Wealth LLC acquired a new stake in iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) in the first quarter, HoldingsChannel.com reports. The fund acquired 13,011 shares of the company’s stock,... More of this article »
SEA (NYSE:SE) COO Gang Ye Sells 10,000 Shares
Sea Limited Sponsored ADR (NYSE:SE – Get Free Report) COO Gang Ye sold 10,000 shares of the company’s stock in a transaction that occurred on Wednesday, June 24th. The shares were sold at an average price of $92.80, for... More of this article »
Espey Mfg. & Electronics (NYSEAMERICAN:ESP) Director Paul Corr Sells 2,550 Shares
Espey Mfg. & Electronics Corp. (NYSEAMERICAN:ESP – Get Free Report) Director Paul Corr sold 2,550 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $65.89,... More of this article »
Cottage Street Advisors LLC Has $2.53 Million Stock Holdings in Janus Henderson Short Duration Income ETF $VNLA
Cottage Street Advisors LLC grew its stake in shares of Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) by 210.3% in the first quarter, HoldingsChannel.com reports. The fund owned 51,718 shares of the... More of this article »Global Partners (NYSE:GLP) Shares Gap Up – Here’s Why
Global Partners LP (NYSE:GLP – Get Free Report)’s share price gapped up before the market opened on Wednesday . The stock had previously closed at $43.09, but opened at $46.00. Global Partners shares last traded at $45.9650,... More of this article »
Hannah Valantine Sells 2,808 Shares of BridgeBio Pharma (NASDAQ:BBIO) Stock
BridgeBio Pharma, Inc. (NASDAQ:BBIO – Get Free Report) Director Hannah Valantine sold 2,808 shares of the company’s stock in a transaction on Monday, June 22nd. The shares were sold at an average price of $68.00, for a... More of this article »
China Merchants Holdings International (OTCMKTS:CMHHY) Hits New 52-Week Low – Time to Sell?
Shares of China Merchants Holdings International Co. (OTCMKTS:CMHHY – Get Free Report) reached a new 52-week low during trading on Wednesday . The company traded as low as $16.63 and last traded at $16.63, with a volume of 230... More of this article »Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO) Short Interest Update
Fidelity Low Volatility Factor ETF (NYSEARCA:FDLO – Get Free Report) saw a significant increase in short interest in the month of June. As of June 15th, there was short interest totaling 56,928 shares, an increase of 994.8%... More of this article »
MRWM Advisors LLC Sells 8,618 Shares of Vanguard 0-3 Month Treasury Bill ETF $VBIL
MRWM Advisors LLC cut its holdings in Vanguard 0-3 Month Treasury Bill ETF (NASDAQ:VBIL – Free Report) by 9.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Foster & Motley Inc. Acquires 7,070 Shares of Synchrony Financial $SYF
Foster & Motley Inc. boosted its holdings in Synchrony Financial (NYSE:SYF – Free Report) by 12.2% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
8,828 Shares in Vanguard Intermediate-Term Bond ETF $BIV Acquired by Independent Wealth Network Inc.
Independent Wealth Network Inc. acquired a new stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
PIMCO Multi Sector Bond Active ETF $PYLD is Falcon Wealth Planning’s 7th Largest Position
Falcon Wealth Planning lifted its holdings in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 12.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Fifth Third Wealth Advisors LLC Sells 1,135 Shares of Casey’s General Stores, Inc. $CASY
Fifth Third Wealth Advisors LLC lessened its position in Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) by 25.4% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 3,331... More of this article »
Fifth Third Wealth Advisors LLC Invests $3.07 Million in iShares Large Cap Core Active ETF $BLCR
Fifth Third Wealth Advisors LLC acquired a new stake in iShares Large Cap Core Active ETF (NASDAQ:BLCR – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 74,682... More of this article »
3,092 Shares in Markel Group Inc. $MKL Acquired by OP Asset Management Ltd
OP Asset Management Ltd bought a new position in shares of Markel Group Inc. (NYSE:MKL – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
OP Asset Management Ltd Takes $7.13 Million Position in Illinois Tool Works Inc. $ITW
OP Asset Management Ltd acquired a new stake in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Visa Inc. $V Position Raised by Legal Advantage Investments Inc.
Legal Advantage Investments Inc. boosted its position in Visa Inc. (NYSE:V – Free Report) by 41.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
OP Asset Management Ltd Makes New $7.25 Million Investment in Cigna Group $CI
OP Asset Management Ltd purchased a new position in Cigna Group (NYSE:CI – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased... More of this article »
Vulcan Materials Company $VMC Shares Purchased by Rockefeller Capital Management L.P.
Rockefeller Capital Management L.P. grew its position in shares of Vulcan Materials Company (NYSE:VMC – Free Report) by 82.0% during the 4th quarter, Holdings Channel reports. The firm owned 25,934 shares of the construction... More of this article »
Corecam AG Acquires Shares of 32,750 Global X Copper Miners ETF $COPX
Corecam AG acquired a new stake in Global X Copper Miners ETF (NYSEARCA:COPX – Free Report) during the first quarter, Holdings Channel.com reports. The firm acquired 32,750 shares of the company’s stock, valued at approximately... More of this article »
