Home » Author Archive
Sigma Planning Corp Raises Position in General Mills, Inc. $GIS
Sigma Planning Corp lifted its holdings in General Mills, Inc. (NYSE:GIS – Free Report) by 71.2% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
ICONIQ Capital LLC Sells 3,125 Shares of iShares Select Dividend ETF $DVY
ICONIQ Capital LLC decreased its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 50.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Kerrisdale Advisers LLC Acquires 271,552 Shares of Azenta, Inc. $AZTA
Kerrisdale Advisers LLC grew its holdings in shares of Azenta, Inc. (NASDAQ:AZTA – Free Report) by 1,419.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Trillium Asset Management LLC Makes New $715,000 Investment in AbbVie Inc. $ABBV
Trillium Asset Management LLC acquired a new stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The fund acquired 2,843 shares of the company’s... More of this article »
F&V Capital Management LLC Invests $1.59 Million in Newmont Corporation $NEM
F&V Capital Management LLC bought a new position in Newmont Corporation (NYSE:NEM – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
231,957 Shares in iShares Intermediate Government/Credit Bond ETF $GVI Purchased by RPg Family Wealth Advisory LLC
RPg Family Wealth Advisory LLC acquired a new position in shares of iShares Intermediate Government/Credit Bond ETF (BATS:GVI – Free Report) during the second quarter, HoldingsChannel reports. The fund acquired 231,957 shares... More of this article »
North American Construction Group Ltd. (TSE:NOA) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
Shares of North American Construction Group Ltd. (TSE:NOA – Get Free Report) (NYSE:NOA) have earned a consensus recommendation of “Moderate Buy” from the seven research firms that are covering the company, MarketBeat... More of this article »
Senator Investment Group LP Buys Shares of 725,000 Element Solutions Inc. $ESI
Senator Investment Group LP bought a new position in Element Solutions Inc. (NYSE:ESI – Free Report) in the 2nd quarter, Holdings Channel reports. The firm bought 725,000 shares of the company’s stock, valued at approximately... More of this article »
Quantitative Investment Management LLC Has $5.11 Million Stake in Ulta Beauty Inc. $ULTA
Quantitative Investment Management LLC increased its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) by 498.3% in the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Susquehanna Fundamental Investments LLC Has $13.14 Million Position in RenaissanceRe Holdings Ltd. $RNR
Susquehanna Fundamental Investments LLC boosted its stake in shares of RenaissanceRe Holdings Ltd. (NYSE:RNR – Free Report) by 53.8% during the second quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Zscaler, Inc. $ZS Shares Acquired by Quantitative Investment Management LLC
Quantitative Investment Management LLC lifted its holdings in shares of Zscaler, Inc. (NASDAQ:ZS – Free Report) by 23.1% during the second quarter, Holdings Channel.com reports. The fund owned 39,631 shares of the company’s... More of this article »
Susquehanna International Group LLP Grows Position in PIMCO Income Strategy Fund II $PFN
Susquehanna International Group LLP raised its holdings in PIMCO Income Strategy Fund II (NYSE:PFN – Free Report) by 760.8% in the 2nd quarter, Holdings Channel.com reports. The firm owned 223,785 shares of the financial services... More of this article »
Rivernorth Capital Management LLC Takes $4.18 Million Position in Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust $GBAB
Rivernorth Capital Management LLC bought a new stake in shares of Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust (NYSE:GBAB – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The fund bought... More of this article »
Rivernorth Capital Management LLC Has $9.45 Million Position in BlackRock MuniAssets Fund, Inc. $MUA
Rivernorth Capital Management LLC lifted its stake in BlackRock MuniAssets Fund, Inc. (NYSE:MUA – Free Report) by 177.9% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Rivernorth Capital Management LLC Takes $14.79 Million Position in Pershing Square Inc. $PS
Rivernorth Capital Management LLC bought a new stake in Pershing Square Inc. (NYSE:PS – Free Report) in the 2nd quarter, Holdings Channel.com reports. The fund bought 450,000 shares of the company’s stock, valued at approximately... More of this article »
Rivernorth Capital Management LLC Purchases Shares of 144,930 BlackRock Core Bond Trust $BHK
Rivernorth Capital Management LLC acquired a new stake in shares of BlackRock Core Bond Trust (NYSE:BHK – Free Report) in the second quarter, HoldingsChannel.com reports. The institutional investor acquired 144,930 shares of... More of this article »
Rivernorth Capital Management LLC Purchases New Position in Gabelli Equity Trust Inc. $GAB
Rivernorth Capital Management LLC acquired a new position in Gabelli Equity Trust Inc. (NYSE:GAB – Free Report) in the 2nd quarter, Holdings Channel reports. The firm acquired 6,609,367 shares of the financial services provider’s... More of this article »
Sigma Planning Corp Has $3.20 Million Stock Holdings in Arista Networks, Inc. $ANET
Sigma Planning Corp boosted its holdings in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 26.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Top Streaming Stocks To Watch Now – August 30th
Spotify Technology, Roku, Franco-Nevada, NetEase, Tencent Music Entertainment Group, Logitech International, and Rumble are the seven Streaming stocks to watch today, according to MarketBeat’s stock screener tool. “Streaming... More of this article »
Rakuten Investment Management Inc. Invests $4.65 Million in Otis Worldwide Corporation $OTIS
Rakuten Investment Management Inc. purchased a new stake in Otis Worldwide Corporation (NYSE:OTIS – Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The fund purchased 63,787 shares of the... More of this article »
41,398 Shares in International Flavors & Fragrances Inc. $IFF Acquired by Rakuten Investment Management Inc.
Rakuten Investment Management Inc. purchased a new position in International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) during the second quarter, Holdings Channel reports. The fund purchased 41,398 shares of the... More of this article »United Capital Financial Advisors LLC Makes New Investment in FirstEnergy Corporation $FE
United Capital Financial Advisors LLC purchased a new stake in shares of FirstEnergy Corporation (NYSE:FE – Free Report) during the second quarter, HoldingsChannel reports. The fund purchased 18,041 shares of the utilities provider’s... More of this article »
United Capital Financial Advisors LLC Makes New $887,000 Investment in Quest Diagnostics Incorporated $DGX
United Capital Financial Advisors LLC bought a new position in shares of Quest Diagnostics Incorporated (NYSE:DGX – Free Report) during the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Recent Investment Analysts’ Ratings Updates for Trade Desk (TTD)
Several analysts have recently updated their ratings and price targets for Trade Desk (NASDAQ: TTD): 8/11/2026 – Trade Desk was downgraded by Zacks Research from “hold” to “strong sell”. 8/10/2026 –... More of this article »
Wedbush Securities Inc. Invests $1.94 Million in The Defiance Quantum ETF $QTUM
Wedbush Securities Inc. bought a new position in shares of The Defiance Quantum ETF (NASDAQ:QTUM – Free Report) during the second quarter, Holdings Channel.com reports. The fund bought 19,468 shares of the company’s stock,... More of this article »
Penn Capital Management Company LLC Lowers Stock Position in Orion S.A. $OEC
Penn Capital Management Company LLC decreased its holdings in shares of Orion S.A. (NYSE:OEC – Free Report) by 68.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases 137,798 Shares of State Street Corporation $STT
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in State Street Corporation (NYSE:STT – Free Report) by 4.9% during the second quarter, HoldingsChannel reports. The institutional investor... More of this article »
Oak Barrel Wealth Advisory LLC Takes Position in Alphabet Inc. $GOOGL
Oak Barrel Wealth Advisory LLC purchased a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 5,377... More of this article »
Man Group plc Buys New Shares in DTE Energy Company $DTE
Man Group plc purchased a new stake in shares of DTE Energy Company (NYSE:DTE – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Legal & General Group Plc Buys Shares of 74,948 Five Below, Inc. $FIVE
Legal & General Group Plc purchased a new position in shares of Five Below, Inc. (NASDAQ:FIVE – Free Report) during the second quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Man Group plc Invests $5.25 Million in HA Sustainable Infrastructure Capital, Inc. $HASI
Man Group plc bought a new stake in HA Sustainable Infrastructure Capital, Inc. (NYSE:HASI – Free Report) in the 2nd quarter, Holdings Channel.com reports. The fund bought 134,502 shares of the real estate investment trust’s... More of this article »
United Asset Strategies Inc. Boosts Stake in Microsoft Corporation $MSFT
United Asset Strategies Inc. grew its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 18.1% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 130,692... More of this article »
Microsoft Corporation $MSFT Stake Boosted by Tailwinds Wealth LLC
Tailwinds Wealth LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 86.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Royal London Asset Management Ltd. Has $22.02 Million Stock Position in Astera Labs, Inc. $ALAB
Royal London Asset Management Ltd. boosted its position in Astera Labs, Inc. (NASDAQ:ALAB – Free Report) by 8.7% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 45,588 shares of the... More of this article »
Royal London Asset Management Ltd. Has $24.25 Million Position in Electronic Arts Inc. $EA
Royal London Asset Management Ltd. cut its stake in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 2.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Webjet Limited (OTCMKTS:WEBJF) Sees Large Growth in Short Interest
Webjet Limited (OTCMKTS:WEBJF – Get Free Report) was the target of a significant increase in short interest during the month of August. As of August 14th, there was short interest totaling 112,584 shares, an increase of 107.7%... More of this article »
245,652 Shares in CubeSmart $CUBE Acquired by Jupiter Topco LLC
Jupiter Topco LLC bought a new stake in CubeSmart (NYSE:CUBE – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 245,652 shares of the real estate investment... More of this article »
PT Unilever Indonesia Tbk (OTCMKTS:UNLRY) Short Interest Update
PT Unilever Indonesia Tbk (OTCMKTS:UNLRY – Get Free Report) was the recipient of a large drop in short interest in August. As of August 14th, there was short interest totaling 980 shares, a drop of 54.2% from the July 30th total... More of this article »
Benjamin Edwards Inc. Purchases 1,928 Shares of iShares Russell 2000 ETF $IWM
Benjamin Edwards Inc. grew its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 12.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Navellier & Associates Inc. Reduces Stock Position in Power Solutions International, Inc. $PSIX
Navellier & Associates Inc. trimmed its stake in shares of Power Solutions International, Inc. (NASDAQ:PSIX – Free Report) by 90.5% in the second quarter, Holdings Channel.com reports. The fund owned 10,224 shares of the... More of this article »
PBF Energy (NYSE:PBF) & Pioneer Oil & Gas (OTCMKTS:POGS) Head to Head Survey
PBF Energy (NYSE:PBF – Get Free Report) and Pioneer Oil & Gas (OTCMKTS:POGS – Get Free Report) are both energy companies, but which is the better investment? We will contrast the two businesses based on the strength... More of this article »
Brokerages Set Vivmark Residential Common Shares of Beneficial Interest (NYSE:VMRK) PT at $73.90
Vivmark Residential Common Shares of Beneficial Interest (NYSE:VMRK – Get Free Report) has been assigned a consensus rating of “Hold” from the ten brokerages that are currently covering the company, Marketbeat.com... More of this article »
Wellington Management Group LLP Purchases 135,247 Shares of Molina Healthcare, Inc $MOH
Wellington Management Group LLP raised its position in Molina Healthcare, Inc (NYSE:MOH – Free Report) by 11.9% in the second quarter, HoldingsChannel reports. The fund owned 1,267,207 shares of the company’s stock after... More of this article »
Anheuser-Busch InBev SA/NV $BUD Shares Acquired by Wellington Management Group LLP
Wellington Management Group LLP grew its position in shares of Anheuser-Busch InBev SA/NV (NYSE:BUD – Free Report) by 10,464.1% during the second quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Amrize (AMRZ) and The Competition Head-To-Head Comparison
Amrize (NYSE:AMRZ – Get Free Report) is one of 74 public companies in the “Construction Materials” industry, but how does it contrast to its competitors? We will compare Amrize to related businesses based on the strength... More of this article »
Analyzing Top Win International (NASDAQ:SORA) & Alliance Entertainment (NASDAQ:AENT)
Alliance Entertainment (NASDAQ:AENT – Get Free Report) and Top Win International (NASDAQ:SORA – Get Free Report) are both small-cap consumer discretionary companies, but which is the better business? We will compare the... More of this article »
Wellington Management Group LLP Sells 10,475,407 Shares of The Magnum Ice Cream Company N.V. $MICC
Wellington Management Group LLP lessened its holdings in The Magnum Ice Cream Company N.V. (NYSE:MICC – Free Report) by 40.1% in the 2nd quarter, Holdings Channel reports. The firm owned 15,628,560 shares of the company’s... More of this article »
Wellington Management Group LLP Sells 529,722 Shares of RTX Corporation $RTX
Wellington Management Group LLP lowered its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 26.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
