Home » Author Archive
Whittier Trust Co. Sells 517,232 Shares of Graphic Packaging Holding Company $GPK
Whittier Trust Co. lessened its stake in shares of Graphic Packaging Holding Company (NYSE:GPK – Free Report) by 98.5% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 7,966 shares of the... More of this article »
Y Intercept Hong Kong Ltd Makes New $1.75 Million Investment in SiTime Corporation $SITM
Y Intercept Hong Kong Ltd acquired a new stake in shares of SiTime Corporation (NASDAQ:SITM – Free Report) in the first quarter, HoldingsChannel reports. The institutional investor acquired 5,070 shares of the company’s... More of this article »
16,857 Shares in UMB Financial Corporation $UMBF Bought by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd purchased a new stake in shares of UMB Financial Corporation (NASDAQ:UMBF – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Y Intercept Hong Kong Ltd Has $1.86 Million Stake in Omega Healthcare Investors, Inc. $OHI
Y Intercept Hong Kong Ltd grew its position in Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) by 351.4% during the first quarter, HoldingsChannel.com reports. The firm owned 42,368 shares of the real estate investment... More of this article »
Mosaic Family Wealth Partners LLC Increases Position in Dimensional US Small Cap Value ETF $DFSV
Mosaic Family Wealth Partners LLC boosted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 1.4% in the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Kestra Advisory Services LLC Has $103.57 Million Stake in Vanguard Total Bond Market ETF $BND
Kestra Advisory Services LLC boosted its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 9.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
UWM (NYSE:UWMC) Sets New 12-Month Low – Time to Sell?
UWM Holdings Corporation (NYSE:UWMC – Get Free Report) shares hit a new 52-week low during trading on Wednesday . The stock traded as low as $1.98 and last traded at $2.0750, with a volume of 1718639 shares trading hands. The... More of this article »
The Goldman Sachs Group, Inc. $GS Shares Bought by Kestra Advisory Services LLC
Kestra Advisory Services LLC raised its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 7.8% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 85,820 shares... More of this article »
Fidelity National Information Services (NYSE:FIS) Rating Increased to Hold at Barclays
Fidelity National Information Services (NYSE:FIS – Get Free Report) was upgraded by equities researchers at Barclays to a “hold” rating in a research note issued to investors on Tuesday,Zacks.com reports. Several... More of this article »
BlackRock Enhanced International Dividend Trust $BGY Shares Sold by Waterfront Wealth Inc.
Waterfront Wealth Inc. lessened its stake in BlackRock Enhanced International Dividend Trust (NYSE:BGY – Free Report) by 21.6% in the first quarter, Holdings Channel reports. The institutional investor owned 1,764,031 shares... More of this article »
Swedbank AB Sells 27,910 Shares of Extra Space Storage Inc $EXR
Swedbank AB trimmed its stake in Extra Space Storage Inc (NYSE:EXR – Free Report) by 15.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
SkyOak Wealth LLC Increases Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV
SkyOak Wealth LLC raised its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 4.4% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 519,061 shares... More of this article »
Credo Technology Group (NASDAQ:CRDO) CTO Chi Fung Cheng Sells 3,790 Shares of Stock
Credo Technology Group Holding Ltd. (NASDAQ:CRDO – Get Free Report) CTO Chi Fung Cheng sold 3,790 shares of the stock in a transaction that occurred on Wednesday, July 8th. The shares were sold at an average price of $258.71,... More of this article »
Axon Enterprise (NASDAQ:AXON) CEO Patrick Smith Sells 10,000 Shares
Axon Enterprise, Inc (NASDAQ:AXON – Get Free Report) CEO Patrick Smith sold 10,000 shares of the company’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $643.79,... More of this article »
Kestra Advisory Services LLC Raises Position in iShares Core Dividend Growth ETF $DGRO
Kestra Advisory Services LLC lifted its position in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 16.4% during the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Jonathan Jose Platt Sells 16,512 Shares of Sony (NYSE:SONY) Stock
Sony Corporation (NYSE:SONY – Get Free Report) insider Jonathan Jose Platt sold 16,512 shares of Sony stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $21.08, for a total value of $348,072.96.... More of this article »
Swedbank AB Increases Stock Holdings in Church & Dwight Co., Inc. $CHD
Swedbank AB grew its position in Church & Dwight Co., Inc. (NYSE:CHD – Free Report) by 8.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Sumitomo Mitsui Trust Group Inc. Raises Position in Tempus AI, Inc. $TEM
Sumitomo Mitsui Trust Group Inc. raised its holdings in shares of Tempus AI, Inc. (NASDAQ:TEM – Free Report) by 23.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Sumitomo Mitsui Trust Group Inc. Sells 374,174 Shares of IPG Photonics Corporation $IPGP
Sumitomo Mitsui Trust Group Inc. cut its holdings in shares of IPG Photonics Corporation (NASDAQ:IPGP – Free Report) by 21.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Sumitomo Mitsui Trust Group Inc. Has $138.60 Million Holdings in Curtiss-Wright Corporation $CW
Sumitomo Mitsui Trust Group Inc. raised its holdings in shares of Curtiss-Wright Corporation (NYSE:CW – Free Report) by 23.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Internet Initiative Japan (OTCMKTS:IIJIY) Hits New 52-Week High – Here’s Why
Internet Initiative Japan, Inc. (OTCMKTS:IIJIY – Get Free Report)’s stock price reached a new 52-week high on Wednesday . The stock traded as high as $42.7450 and last traded at $42.7450, with a volume of 453 shares traded.... More of this article »
Electronic Arts Inc. $EA Shares Acquired by Resona Asset Management Co. Ltd.
Resona Asset Management Co. Ltd. grew its stake in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 12.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Valued Wealth Advisors LLC Raises Stock Position in Dimensional US Small Cap Value ETF $DFSV
Valued Wealth Advisors LLC boosted its stake in shares of Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 91.4% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 45,101... More of this article »Kestra Advisory Services LLC Acquires 65,634 Shares of VanEck Semiconductor ETF $SMH
Kestra Advisory Services LLC raised its holdings in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 82.3% in the first quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Kestra Advisory Services LLC Raises Stock Position in Sprott Physical Gold Trust $PHYS
Kestra Advisory Services LLC increased its position in shares of Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 39.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Synopsys, Inc. $SNPS Shares Purchased by Resona Asset Management Co. Ltd.
Resona Asset Management Co. Ltd. raised its stake in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 5.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 60,585... More of this article »
Roper Technologies, Inc. $ROP Shares Acquired by Resona Asset Management Co. Ltd.
Resona Asset Management Co. Ltd. boosted its position in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 4.0% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Swedbank AB Has $15.58 Million Position in Datadog, Inc. $DDOG
Swedbank AB increased its position in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 3.0% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 131,956... More of this article »
Swedbank AB Sells 31,266 Shares of Fidelity National Information Services, Inc. $FIS
Swedbank AB lessened its holdings in Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 8.2% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
QRG Capital Management Inc. Makes New $653,000 Investment in ZTO Express (Cayman) Inc. $ZTO
QRG Capital Management Inc. purchased a new position in ZTO Express (Cayman) Inc. (NYSE:ZTO – Free Report) in the first quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 25,944... More of this article »
Phillip Goldstein Buys 5,980 Shares of Total Return Securities (NYSE:SWZ) Stock
Total Return Securities, Inc. (NYSE:SWZ – Get Free Report) insider Phillip Goldstein bought 5,980 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The stock was bought at an average price of... More of this article »
Neil Reeder Sells 8,482 Shares of B2Gold (TSE:BTO) Stock
B2Gold Corp. (TSE:BTO – Get Free Report) (NYSE:BTG) insider Neil Reeder sold 8,482 shares of B2Gold stock in a transaction that occurred on Friday, July 3rd. The shares were sold at an average price of C$5.88, for a total transaction... More of this article »
Strs Ohio Acquires New Shares in Gold.com Inc. $GOLD
Strs Ohio bought a new stake in Gold.com Inc. (NYSE:GOLD – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 14,200 shares of the... More of this article »
First Horizon Corp Has $12.67 Million Position in McKesson Corporation $MCK
First Horizon Corp lessened its position in McKesson Corporation (NYSE:MCK – Free Report) by 4.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 14,646 shares of... More of this article »
Merck & Co., Inc. $MRK Shares Acquired by Ibex Wealth Advisors
Ibex Wealth Advisors boosted its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 6.6% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 101,148 shares of the... More of this article »
CFS Investment Advisory Services LLC Sells 282,315 Shares of Invesco S&P 500 Top 50 ETF $XLG
CFS Investment Advisory Services LLC decreased its holdings in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 91.6% in the first quarter, HoldingsChannel reports. The institutional investor owned 25,832 shares... More of this article »
Burney Co. Lowers Position in Stride, Inc. $LRN
Burney Co. trimmed its position in shares of Stride, Inc. (NYSE:LRN – Free Report) by 84.7% during the first quarter, HoldingsChannel reports. The fund owned 4,995 shares of the company’s stock after selling 27,644 shares... More of this article »
Robert Gries, Jr. Sells 28,212 Shares of Slide Insurance (NASDAQ:SLDE) Stock
Slide Insurance Holdings, Inc. (NASDAQ:SLDE – Get Free Report) Director Robert Gries, Jr. sold 28,212 shares of the firm’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price... More of this article »
Insider Selling: Miami International (NYSE:MIAX) EVP Sells $462,440.00 in Stock
Miami International Holdings, Inc. (NYSE:MIAX – Get Free Report) EVP Edward Deitzel sold 11,000 shares of the stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $42.04, for a total... More of this article »
Fidelity D & D Bancorp Inc. Increases Holdings in Small Cap Growth Alpha ETF $JSML
Fidelity D & D Bancorp Inc. boosted its stake in Small Cap Growth Alpha ETF (NASDAQ:JSML – Free Report) by 16.5% in the 1st quarter, Holdings Channel reports. The firm owned 48,738 shares of the company’s stock after... More of this article »
Integrated Advisors Network LLC Has $501,000 Holdings in iShares 0-5 Year TIPS Bond ETF $STIP
Integrated Advisors Network LLC reduced its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 82.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Top Toy Stocks To Follow Now – July 9th
Toyota Motor, Hasbro, and Mattel are the three Toy stocks to watch today, according to MarketBeat’s stock screener tool. “Toy stocks” is a slang term investors use to describe low-priced, highly speculative stocks that... More of this article »
Infrastructure Stocks To Watch Now – July 9th
Marvell Technology, International Business Machines, Alibaba Group, Astera Labs, Vertiv, Cerebras Systems, and Datadog are the seven Infrastructure stocks to watch today, according to MarketBeat’s stock screener tool. Infrastructure... More of this article »
Anthony Bacos Sells 70,000 Shares of Stitch Fix (NASDAQ:SFIX) Stock
Stitch Fix, Inc. (NASDAQ:SFIX – Get Free Report) insider Anthony Bacos sold 70,000 shares of the company’s stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $3.79, for a total transaction... More of this article »
Elmet Group Co. (NASDAQ:ELMT) Given Consensus Rating of “Moderate Buy” by Brokerages
Shares of Elmet Group Co. (NASDAQ:ELMT – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the five analysts that are currently covering the firm, MarketBeat Ratings reports. One... More of this article »
First National Bank & Trust Co. of Newtown Has $747,000 Holdings in Intel Corporation $INTC
First National Bank & Trust Co. of Newtown cut its stake in Intel Corporation (NASDAQ:INTC – Free Report) by 25.5% in the first quarter, Holdings Channel.com reports. The firm owned 16,918 shares of the chip maker’s... More of this article »
Apple Inc. $AAPL is Moss Adams Wealth Advisors LLC’s 10th Largest Position
Moss Adams Wealth Advisors LLC increased its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 3.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
SG Americas Securities LLC Has $378,000 Stock Position in FTI Consulting, Inc. $FCN
SG Americas Securities LLC lowered its position in FTI Consulting, Inc. (NYSE:FCN – Free Report) by 63.5% 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 »
