Home » Author Archive
iShares Russell 1000 ETF $IWB Stock Position Reduced by Uniting Wealth Partners LLC
Uniting Wealth Partners LLC lessened its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 55.3% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,574 shares... More of this article »
New England Private Wealth Advisors LLC Has $7.33 Million Stock Holdings in Vanguard International Dividend Appreciation ETF $VIGI
New England Private Wealth Advisors LLC cut its holdings in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 24.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 80,167 shares... More of this article »
Peak Planning Group LLC Makes New $3.03 Million Investment in Eaton Vance Total Return Bond ETF $EVTR
Peak Planning Group LLC purchased a new position in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
New England Private Wealth Advisors LLC Purchases Shares of 1,578,911 Broadstone Net Lease, Inc. $BNL
New England Private Wealth Advisors LLC purchased a new stake in Broadstone Net Lease, Inc. (NYSE:BNL – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased 1,578,911 shares of the company’s... More of this article »
Livet Wealth LLC Invests $651,000 in Astrazeneca Plc $AZN
Livet Wealth LLC purchased a new position in Astrazeneca Plc (NYSE:AZN – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
iShares Core S&P 500 ETF $IVV Stock Position Raised by Sumitomo Life Insurance Co.
Sumitomo Life Insurance Co. grew its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 369.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
SIR Capital Management L.P. Sells 52,714 Shares of HF Sinclair Corporation $DINO
SIR Capital Management L.P. trimmed its position in shares of HF Sinclair Corporation (NYSE:DINO – Free Report) by 9.0% during the 4th quarter, HoldingsChannel reports. The fund owned 530,222 shares of the company’s stock... More of this article »
Meridian Wealth Partners LLC Sells 8,198 Shares of Vanguard Total Stock Market ETF $VTI
Meridian Wealth Partners LLC lowered its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 59.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 5,657 shares of the... More of this article »
Dimensional International Small Cap ETF $DFIS Shares Sold by Total Wealth Planning LLC
Total Wealth Planning LLC cut its stake in Dimensional International Small Cap ETF (BATS:DFIS – Free Report) by 94.5% in the fourth quarter, HoldingsChannel reports. The fund owned 62,215 shares of the company’s stock... More of this article »
Devon Energy Corporation $DVN Shares Sold by SIR Capital Management L.P.
SIR Capital Management L.P. decreased its position in Devon Energy Corporation (NYSE:DVN – Free Report) by 65.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Total Wealth Planning LLC Sells 584,537 Shares of Dimensional Global Real Estate ETF $DFGR
Total Wealth Planning LLC cut its holdings in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 95.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
SIR Capital Management L.P. Purchases New Stake in Liberty Energy Inc. $LBRT
SIR Capital Management L.P. purchased a new stake in shares of Liberty Energy Inc. (NYSE:LBRT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Total Wealth Planning LLC Trims Stock Holdings in Vanguard Total Bond Market ETF $BND
Total Wealth Planning LLC trimmed its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 89.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
iShares S&P 500 Growth ETF $IVW Shares Sold by Total Wealth Planning LLC
Total Wealth Planning LLC lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 95.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Keystone Investors PTE Ltd. Purchases 179,266 Shares of Nu Holdings Ltd. $NU
Keystone Investors PTE Ltd. increased its position in Nu Holdings Ltd. (NYSE:NU – Free Report) by 64.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
L1 Global Manager Pty Ltd Takes $1.68 Million Position in Aldel Financial II Inc. $ALDF
L1 Global Manager Pty Ltd bought a new stake in shares of Aldel Financial II Inc. (NASDAQ:ALDF – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
L1 Global Manager Pty Ltd Makes New $2.08 Million Investment in Drugs Made In America Acquisition Corp. $DMAA
L1 Global Manager Pty Ltd purchased a new position in shares of Drugs Made In America Acquisition Corp. (NASDAQ:DMAA – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Frontier Asset Global Small Cap Equity ETF (NYSEARCA:FGSM) Sees Large Drop in Short Interest
Frontier Asset Global Small Cap Equity ETF (NYSEARCA:FGSM – Get Free Report) was the recipient of a significant decline in short interest during the month of May. As of May 29th, there was short interest totaling 3,242 shares,... More of this article »
Goldman Sachs ActiveBeta Japan Equity ETF (NYSEARCA:GSJY) Short Interest Update
Goldman Sachs ActiveBeta Japan Equity ETF (NYSEARCA:GSJY – Get Free Report) was the target of a large decrease in short interest in the month of May. As of May 29th, there was short interest totaling 1,647 shares, a decrease... More of this article »
De Lisle Partners LLP Purchases New Stake in Sanmina Corporation $SANM
De Lisle Partners LLP purchased a new stake in shares of Sanmina Corporation (NASDAQ:SANM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Hel Ved Capital Management Ltd Acquires New Stake in Sharplink Gaming Inc. $SBET
Hel Ved Capital Management Ltd purchased a new position in shares of Sharplink Gaming Inc. (NASDAQ:SBET – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Gemsstock Ltd. Purchases 241,700 Shares of Antero Resources Corporation $AR
Gemsstock Ltd. grew its position in shares of Antero Resources Corporation (NYSE:AR – Free Report) by 34.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Livet Wealth LLC Makes New $2.21 Million Investment in Vanguard Small-Cap Value ETF $VBR
Livet Wealth LLC bought a new position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought 10,438 shares of the company’s... More of this article »
Milford Funds Ltd. Takes Position in IQVIA Holdings Inc. $IQV
Milford Funds Ltd. purchased a new stake in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 142,348 shares of... More of this article »
Langdon Equity Partners Takes $29.59 Million Position in Kinsale Capital Group, Inc. $KNSL
Langdon Equity Partners acquired a new stake in Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 69,151 shares... More of this article »
Martingale Asset Management L P Purchases 5,486 Shares of The Hartford Insurance Group, Inc. $HIG
Martingale Asset Management L P lifted its position in The Hartford Insurance Group, Inc. (NYSE:HIG – Free Report) by 2.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Trillium Asset Management LLC Sells 15,812 Shares of Nextpower Inc. $NXT
Trillium Asset Management LLC lowered its stake in shares of Nextpower Inc. (NASDAQ:NXT – Free Report) by 12.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 109,570... More of this article »
Trillium Asset Management LLC Lowers Stake in Fifth Third Bancorp $FITB
Trillium Asset Management LLC reduced its holdings in shares of Fifth Third Bancorp (NASDAQ:FITB – Free Report) by 10.4% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 487,942 shares... More of this article »
Korea Investment CORP Decreases Holdings in AppLovin Corporation $APP
Korea Investment CORP decreased its position in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 20.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Korea Investment CORP Sells 99,091 Shares of T-Mobile US, Inc. $TMUS
Korea Investment CORP trimmed its holdings in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 16.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 490,772... More of this article »
Contrasting Meren Energy (OTCMKTS:AOIFF) & Alvopetro Energy (OTCMKTS:ALVOF)
Meren Energy (OTCMKTS:AOIFF – Get Free Report) and Alvopetro Energy (OTCMKTS:ALVOF – Get Free Report) are both small-cap energy companies, but which is the better business? We will compare the two businesses based on the... More of this article »
Polymer Capital Management HK LTD Boosts Position in Summit Therapeutics PLC $SMMT
Polymer Capital Management HK LTD boosted its position in Summit Therapeutics PLC (NASDAQ:SMMT – Free Report) by 73.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 1,421,155 shares of the company’s... More of this article »
Cryptocurrency Stocks To Research – June 12th
Bitfarms, Galaxy Digital, and HIVE Digital Technologies are the three Cryptocurrency stocks to watch today, according to MarketBeat’s stock screener tool. Cryptocurrency stocks are shares of publicly traded companies whose... More of this article »
Best Fertilizer Stocks To Follow Now – June 12th
Mosaic, CF Industries, Nutrien, CVR Energy, and CVR Partners are the five Fertilizer stocks to watch today, according to MarketBeat’s stock screener tool. **Fertilizer stocks** are shares of publicly traded companies that produce,... More of this article »
First National Bank of Omaha Takes Position in Vanguard Russell 1000 Growth ETF $VONG
First National Bank of Omaha purchased a new position in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
First National Bank of Omaha Buys Shares of 462,117 Vanguard Short-Term Treasury ETF $VGSH
First National Bank of Omaha purchased a new position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
First National Bank of Omaha Purchases 137,882 Shares of iShares Core S&P 500 ETF $IVV
First National Bank of Omaha lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 1,387.8% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Clarkston Capital Partners LLC Sells 1,133,313 Shares of Kenvue Inc. $KVUE
Clarkston Capital Partners LLC trimmed its holdings in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 85.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
First National Bank of Omaha Acquires New Holdings in Prudential Financial, Inc. $PRU
First National Bank of Omaha acquired a new stake in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 80,500 shares of the... More of this article »
Clarkston Capital Partners LLC Acquires New Holdings in The Sherwin-Williams Company $SHW
Clarkston Capital Partners LLC acquired a new stake in The Sherwin-Williams Company (NYSE:SHW – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
SentinelOne, Inc. $S Stock Holdings Lessened by Clal Insurance Enterprises Holdings Ltd
Clal Insurance Enterprises Holdings Ltd cut its position in SentinelOne, Inc. (NYSE:S – Free Report) by 37.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Comfort Systems USA, Inc. $FIX Shares Sold by Lord Abbett & CO. LLC
Lord Abbett & CO. LLC lessened its position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Real Brokerage (NASDAQ:REAX) and LanzaTech Global (NASDAQ:LNZA) Head-To-Head Review
Real Brokerage (NASDAQ:REAX – Get Free Report) and LanzaTech Global (NASDAQ:LNZA – Get Free Report) are both small-cap business services companies, but which is the superior investment? We will compare the two companies... More of this article »
Concentrix (NASDAQ:CNXC) vs. International Card Establishment (OTCMKTS:ICRD) Head to Head Comparison
Concentrix (NASDAQ:CNXC – Get Free Report) and International Card Establishment (OTCMKTS:ICRD – Get Free Report) are both business services companies, but which is the better business? We will compare the two companies... More of this article »
eBay (NASDAQ:EBAY) and Online Vacation Center (OTCMKTS:ONVC) Head to Head Review
eBay (NASDAQ:EBAY – Get Free Report) and Online Vacation Center (OTCMKTS:ONVC – Get Free Report) are both retail/wholesale companies, but which is the superior investment? We will compare the two businesses based on the... More of this article »
Dynamic Technology Lab Private Ltd Has $1.96 Million Stock Position in Dollar General Corporation $DG
Dynamic Technology Lab Private Ltd lifted its position in shares of Dollar General Corporation (NYSE:DG – Free Report) by 153.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Hel Ved Capital Management Ltd Grows Holdings in Power Solutions International, Inc. $PSIX
Hel Ved Capital Management Ltd grew its holdings in Power Solutions International, Inc. (NASDAQ:PSIX – Free Report) by 57.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
9,290 Shares in Shopify Inc. $SHOP Purchased by Dynamic Technology Lab Private Ltd
Dynamic Technology Lab Private Ltd purchased a new position in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »