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Vise Technologies Inc. Boosts Holdings in First Trust TCW Unconstrained Plus Bond ETF $UCON
Vise Technologies Inc. raised its holdings in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 49.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 160,407 shares of the company’s... More of this article »
Westfield Capital Management Co. LP Makes New Investment in Celsius Holdings Inc. $CELH
Westfield Capital Management Co. LP acquired a new position in shares of Celsius Holdings Inc. (NASDAQ:CELH – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 1,544,215 shares... More of this article »
Southern Company (The) $SO Shares Bought by Vise Technologies Inc.
Vise Technologies Inc. boosted its holdings in shares of Southern Company (The) (NYSE:SO – Free Report) by 47.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 43,729 shares of the utilities... More of this article »
MCF Advisors LLC Buys 34,618 Shares of Vanguard FTSE Developed Markets ETF $VEA
MCF Advisors LLC lifted its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2,094.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Vise Technologies Inc. Has $4.02 Million Holdings in Texas Instruments Incorporated $TXN
Vise Technologies Inc. grew its stake in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 17.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Coya Therapeutics (NASDAQ:COYA) Upgraded by Roth Mkm to “Strong-Buy” Rating
Coya Therapeutics (NASDAQ:COYA – Get Free Report) was upgraded by research analysts at Roth Mkm to a “strong-buy” rating in a research report issued to clients and investors on Friday,Zacks.com reports. Several other... More of this article »
23,286 Shares in Roblox Corporation $RBLX Bought by WCG Wealth Advisors LLC
WCG Wealth Advisors LLC acquired a new position in shares of Roblox Corporation (NYSE:RBLX – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Vise Technologies Inc. Grows Position in Qualcomm Incorporated $QCOM
Vise Technologies Inc. increased its position in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 39.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 44,592 shares of the wireless... More of this article »
OneAscent Large Cap Core ETF $OALC Shares Acquired by OneAscent Wealth Management LLC
OneAscent Wealth Management LLC lifted its holdings in OneAscent Large Cap Core ETF (NYSEARCA:OALC – Free Report) by 8.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Lalia Capital LLC Acquires New Position in BlackRock Floating Rate Income Strategies Fund, Inc. $FRA
Lalia Capital LLC acquired a new stake in BlackRock Floating Rate Income Strategies Fund, Inc. (NYSE:FRA – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Apple Inc. $AAPL Shares Purchased by Warner Group LLC
Warner Group LLC increased its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 80.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 24,986... More of this article »
Ramirez Asset Management Inc. Has $15.92 Million Stock Holdings in Itau Unibanco Holding S.A. $ITUB
Ramirez Asset Management Inc. raised its holdings in shares of Itau Unibanco Holding S.A. (NYSE:ITUB – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Liberty Square Wealth Partners LLC Raises Stake in Amplify CWP Enhanced Dividend Income ETF $DIVO
Liberty Square Wealth Partners LLC lifted its position in shares of Amplify CWP Enhanced Dividend Income ETF (NYSEARCA:DIVO – Free Report) by 53.4% in the fourth quarter, according to its most recent 13F filing with the SEC.... More of this article »
Savant Capital LLC Sells 20,546 Shares of Hancock Whitney Corporation $HWC
Savant Capital LLC lowered its stake in shares of Hancock Whitney Corporation (NASDAQ:HWC – Free Report) by 79.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
The Trade Desk $TTD Shares Sold by Harvest Fund Management Co. Ltd
Harvest Fund Management Co. Ltd trimmed its position in shares of The Trade Desk (NASDAQ:TTD – Free Report) by 39.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Harvest Fund Management Co. Ltd Raises Position in Citigroup Inc. $C
Harvest Fund Management Co. Ltd boosted its stake in Citigroup Inc. (NYSE:C – Free Report) by 89.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 21,061 shares of the company’s stock... More of this article »
Trivest Advisors Ltd Purchases 675,000 Shares of Lam Research Corporation $LRCX
Trivest Advisors Ltd raised its position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 900.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Glenn Pountney Buys 31,500 Shares of Mirasol Resources (CVE:MRZ) Stock
Mirasol Resources Ltd. (CVE:MRZ – Get Free Report) insider Glenn Pountney bought 31,500 shares of the company’s stock in a transaction that occurred on Wednesday, June 3rd. The shares were bought at an average cost of C$0.36... More of this article »
LCW Services LLC Acquires New Position in iShares MSCI Eurozone ETF $EZU
LCW Services LLC acquired a new stake in iShares MSCI Eurozone ETF (BATS:EZU – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Lowe Brockenbrough & Co. Inc. Has $10.05 Million Stock Position in Philip Morris International Inc. $PM
Lowe Brockenbrough & Co. Inc. lifted its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 67.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
MCF Advisors LLC Increases Stake in iShares U.S. Medical Devices ETF $IHI
MCF Advisors LLC boosted its stake in shares of iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) by 6,477.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Peachtree Investment Partners LLC Boosts Stock Holdings in Schwab US Large-Cap ETF $SCHX
Peachtree Investment Partners LLC lifted its stake in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 47.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Greykasell Wealth Strategies Inc. Acquires 8,908 Shares of ServiceNow, Inc. $NOW
Greykasell Wealth Strategies Inc. grew its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 395.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
First Command Advisory Services Inc. Sells 29,099 Shares of Invesco NASDAQ 100 ETF $QQQM
First Command Advisory Services Inc. lessened its stake in shares of Invesco NASDAQ 100 ETF (NASDAQ:QQQM – Free Report) by 0.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Invst LLC Has $8.02 Million Position in iShares MBS ETF $MBB
Invst LLC lowered its position in iShares MBS ETF (NASDAQ:MBB – Free Report) by 14.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 84,263 shares... More of this article »
PBU The Pension Fund of Early Childhood & Youth Educators Buys Shares of 93,630 Shopify Inc. $SHOP
PBU The Pension Fund of Early Childhood & Youth Educators bought a new stake in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) in the 4th quarter, HoldingsChannel reports. The fund bought 93,630 shares of the software... More of this article »
MCF Advisors LLC Grows Stock Position in VanEck Morningstar Wide Moat ETF $MOAT
MCF Advisors LLC raised its stake in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 105,177.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 85,275 shares... More of this article »
Prudential PLC Acquires 187,124 Shares of SLB Limited $SLB
Prudential PLC grew its holdings in SLB Limited (NYSE:SLB – Free Report) by 527.3% in the 4th quarter, HoldingsChannel.com reports. The fund owned 222,612 shares of the oil and gas company’s stock after purchasing an additional... More of this article »
Sivia Capital Partners LLC Makes New Investment in Ball Corporation $BALL
Sivia Capital Partners LLC purchased a new position in shares of Ball Corporation (NYSE:BALL – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Bank of East Asia (OTCMKTS:BKEAY) Shares Gap Up – Here’s What Happened
The Bank of East Asia Ltd. (OTCMKTS:BKEAY – Get Free Report)’s stock price gapped up before the market opened on Thursday . The stock had previously closed at $1.80, but opened at $1.89. Bank of East Asia shares last traded... More of this article »-logo-1200x675.png){kind=logo}
SoftBank Group (OTCMKTS:SFTBY) Shares Gap Down – What’s Next?
SoftBank Group Corp. Unsponsored ADR (OTCMKTS:SFTBY – Get Free Report) gapped down prior to trading on Thursday . The stock had previously closed at $26.20, but opened at $22.75. SoftBank Group shares last traded at $22.82, with... More of this article »
Merck KGaA (OTCMKTS:MKKGY) Shares Gap Up – Time to Buy?
Merck KGaA (OTCMKTS:MKKGY – Get Free Report)’s stock price gapped up prior to trading on Thursday . The stock had previously closed at $30.4260, but opened at $32.21. Merck KGaA shares last traded at $32.0375, with a volume... More of this article »
Norges Bank Buys New Position in Pool Corporation $POOL
Norges Bank bought a new stake in shares of Pool Corporation (NASDAQ:POOL – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The firm bought 426,717 shares of the specialty retailer’s... More of this article »
Trivest Advisors Ltd Acquires New Shares in TeraWulf Inc. $WULF
Trivest Advisors Ltd acquired a new stake in TeraWulf Inc. (NASDAQ:WULF – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 401,875... More of this article »
TD Asset Management Inc Has $50.43 Million Stake in Altria Group, Inc. $MO
TD Asset Management Inc increased its position in Altria Group, Inc. (NYSE:MO – Free Report) by 6.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 874,549 shares of the company’s stock after buying... More of this article »
TD Asset Management Inc Sells 113,902 Shares of Ferguson plc $FERG
TD Asset Management Inc reduced its stake in Ferguson plc (NYSE:FERG – Free Report) by 29.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 266,890 shares of the company’s stock after selling 113,902... More of this article »
321,813 Shares in Willow Lane Acquisition Corp. – Class A Ordinary Shares $WLAC Acquired by Highbridge Capital Management LLC
Highbridge Capital Management LLC purchased a new position in shares of Willow Lane Acquisition Corp. – Class A Ordinary Shares (NASDAQ:WLAC – Free Report) in the 4th quarter, according to its most recent filing with the... More of this article »
GCI Liberty, Inc. – Series C GCI Group $GLIBK Shares Sold by Highbridge Capital Management LLC
Highbridge Capital Management LLC decreased its stake in GCI Liberty, Inc. – Series C GCI Group (NASDAQ:GLIBK – Free Report) by 34.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
TD Asset Management Inc Buys 1,422 Shares of Lockheed Martin Corporation $LMT
TD Asset Management Inc boosted its stake in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 1.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
FactSet Research Systems Inc. $FDS Shares Sold by Natixis Advisors LLC
Natixis Advisors LLC trimmed its position in FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 5.0% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 81,644... More of this article »
Natixis Advisors LLC Has $20.78 Million Stock Holdings in SLB Limited $SLB
Natixis Advisors LLC boosted its position in SLB Limited (NYSE:SLB – Free Report) by 6.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 541,453 shares of the oil... More of this article »
Cibc World Market Inc. Raises Stock Position in Coinbase Global, Inc. $COIN
Cibc World Market Inc. raised its stake in shares of Coinbase Global, Inc. (NASDAQ:COIN) by 70.7% during the fourth quarter, Holdings Channel reports. The firm owned 62,169 shares of the cryptocurrency exchange’s stock after... More of this article »
Analyzing Kodiak AI (KDK) and The Competition
Kodiak AI (NASDAQ:KDK – Get Free Report) is one of 321 publicly-traded companies in the “Investment Offices” industry, but how does it weigh in compared to its competitors? We will compare Kodiak AI to similar companies... More of this article »
Northwestern Mutual Wealth Management Co. Has $2.08 Million Holdings in Invesco BulletShares 2030 Municipal Bond ETF $BSMU
Northwestern Mutual Wealth Management Co. increased its position in Invesco BulletShares 2030 Municipal Bond ETF (NASDAQ:BSMU – Free Report) by 43.7% in the 4th quarter, according to the company in its most recent 13F filing... More of this article »
Insider Selling: VeriSign (NASDAQ:VRSN) EVP Sells $146,725.00 in Stock
VeriSign, Inc. (NASDAQ:VRSN – Get Free Report) EVP Thomas Indelicarto sold 500 shares of VeriSign stock in a transaction dated Tuesday, June 2nd. The stock was sold at an average price of $293.45, for a total value of $146,725.00.... More of this article »
Livforsakringsbolaget Skandia Omsesidigt Reduces Stock Position in Harmony Biosciences Holdings, Inc. $HRMY
Livforsakringsbolaget Skandia Omsesidigt lessened its holdings in Harmony Biosciences Holdings, Inc. (NASDAQ:HRMY – Free Report) by 79.4% during the 4th quarter, according to its most recent disclosure with the Securities and... More of this article »
Cathy Ackermann Buys 3,000 Shares of SmartFinancial (NASDAQ:SMBK) Stock
SmartFinancial, Inc. (NASDAQ:SMBK – Get Free Report) Director Cathy Ackermann acquired 3,000 shares of the company’s stock in a transaction dated Thursday, June 4th. The shares were bought at an average price of $42.12... More of this article »
Northwestern Mutual Wealth Management Co. Grows Stock Holdings in SPDR SSGA US Sector Rotation ETF $XLSR
Northwestern Mutual Wealth Management Co. increased its stake in shares of SPDR SSGA US Sector Rotation ETF (NYSEARCA:XLSR – Free Report) by 29.8% during the fourth quarter, according to the company in its most recent disclosure... More of this article »