Home » Author Archive

Image for Moran Wealth Management LLC Acquires 127,542 Shares of Barrick Mining Corporation $B

Moran Wealth Management LLC Acquires 127,542 Shares of Barrick Mining Corporation $B

Moran Wealth Management LLC grew its holdings in shares of Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) by 91.3% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Petroleo Brasileiro S.A.- Petrobras $PBR Shares Purchased by Moran Wealth Management LLC

Petroleo Brasileiro S.A.- Petrobras $PBR Shares Purchased by Moran Wealth Management LLC

Moran Wealth Management LLC raised its holdings in shares of Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR – Free Report) by 30.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Leonteq Securities AG Boosts Holdings in MongoDB, Inc. $MDB

Leonteq Securities AG Boosts Holdings in MongoDB, Inc. $MDB

Leonteq Securities AG boosted its stake in shares of MongoDB, Inc. (NASDAQ:MDB – Free Report) by 83.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 3,431 shares of the company’s stock after purchasing... More of this article »
Image for Brokerages Set PennyMac Financial Services, Inc. (NYSE:PFSI) Target Price at $117.12

Brokerages Set PennyMac Financial Services, Inc. (NYSE:PFSI) Target Price at $117.12

PennyMac Financial Services, Inc. (NYSE:PFSI – Get Free Report) has been assigned an average rating of “Hold” from the ten brokerages that are presently covering the company, Marketbeat.com reports. Two research... More of this article »
Image for Fideuram Intesa Sanpaolo Private Banking S.P.A. Raises Stake in The Goldman Sachs Group, Inc. $GS

Fideuram Intesa Sanpaolo Private Banking S.P.A. Raises Stake in The Goldman Sachs Group, Inc. $GS

Fideuram Intesa Sanpaolo Private Banking S.P.A. raised its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 67.8% during the first quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Keybank National Association OH Raises Stake in Advanced Micro Devices, Inc. $AMD

Keybank National Association OH Raises Stake in Advanced Micro Devices, Inc. $AMD

Keybank National Association OH boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 24.7% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for Y Intercept Hong Kong Ltd Has $8.09 Million Stock Holdings in AppFolio, Inc. $APPF

Y Intercept Hong Kong Ltd Has $8.09 Million Stock Holdings in AppFolio, Inc. $APPF

Y Intercept Hong Kong Ltd boosted its position in AppFolio, Inc. (NASDAQ:APPF – Free Report) by 317.9% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Y Intercept Hong Kong Ltd Purchases 290,136 Shares of Carnival Corporation $CCL

Y Intercept Hong Kong Ltd Purchases 290,136 Shares of Carnival Corporation $CCL

Y Intercept Hong Kong Ltd boosted its position in Carnival Corporation (NYSE:CCL – Free Report) by 1,022.0% during the 1st quarter, Holdings Channel.com reports. The fund owned 318,525 shares of the company’s stock after... More of this article »
Image for Wealthstar Advisors LLC Makes New $1.93 Million Investment in iShares U.S. Basic Materials ETF $IYM

Wealthstar Advisors LLC Makes New $1.93 Million Investment in iShares U.S. Basic Materials ETF $IYM

Wealthstar Advisors LLC acquired a new stake in shares of iShares U.S. Basic Materials ETF (NYSEARCA:IYM – Free Report) in the first quarter, according to its most recent disclosure with the SEC. The firm acquired 10,986 shares... More of this article »
Image for USS Investment Management Ltd Boosts Stock Position in Darden Restaurants, Inc. $DRI

USS Investment Management Ltd Boosts Stock Position in Darden Restaurants, Inc. $DRI

USS Investment Management Ltd boosted its position in Darden Restaurants, Inc. (NYSE:DRI – Free Report) by 13.9% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for USS Investment Management Ltd Takes Position in Versant Corporation $VSNT

USS Investment Management Ltd Takes Position in Versant Corporation $VSNT

USS Investment Management Ltd acquired a new position in Versant Corporation (NASDAQ:VSNT – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for World Investment Advisors Boosts Holdings in iShares Gold Trust Micro $IAUM

World Investment Advisors Boosts Holdings in iShares Gold Trust Micro $IAUM

World Investment Advisors grew its holdings in shares of iShares Gold Trust Micro (NYSEARCA:IAUM – Free Report) by 18.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Nixon Peabody Trust Co. Reduces Position in CocaCola Company (The) $KO

Nixon Peabody Trust Co. Reduces Position in CocaCola Company (The) $KO

Nixon Peabody Trust Co. decreased its holdings in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 6.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Vanguard Mid-Cap Growth ETF $VOT is Meramec Financial Planners LLC’s 3rd Largest Position

Vanguard Mid-Cap Growth ETF $VOT is Meramec Financial Planners LLC’s 3rd Largest Position

Meramec Financial Planners LLC lowered its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 3.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Oxbow Advisors LLC Sells 234,167 Shares of Vale S.A. $VALE

Oxbow Advisors LLC Sells 234,167 Shares of Vale S.A. $VALE

Oxbow Advisors LLC cut its stake in Vale S.A. (NYSE:VALE – Free Report) by 42.8% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 312,615 shares of the... More of this article »
Image for QRG Capital Management Inc. Acquires 13,149 Shares of Intuitive Surgical, Inc. $ISRG

QRG Capital Management Inc. Acquires 13,149 Shares of Intuitive Surgical, Inc. $ISRG

QRG Capital Management Inc. lifted its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 22.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Lesa Sroufe & Co Takes Position in Grupo Cibest S.A. – Sponsored ADR $CIB

Lesa Sroufe & Co Takes Position in Grupo Cibest S.A. – Sponsored ADR $CIB

Lesa Sroufe & Co bought a new position in shares of Grupo Cibest S.A. – Sponsored ADR (NYSE:CIB – Free Report) during the first quarter, Holdings Channel.com reports. The fund bought 66,628 shares of the bank’s... More of this article »
Image for Barry Padgett Sells 6,618 Shares of Freshworks (NASDAQ:FRSH) Stock

Barry Padgett Sells 6,618 Shares of Freshworks (NASDAQ:FRSH) Stock

Freshworks Inc. (NASDAQ:FRSH – Get Free Report) Director Barry Padgett sold 6,618 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $10.49,... More of this article »
Image for Private Advisor Group LLC Reduces Stock Position in iShares MBS ETF $MBB

Private Advisor Group LLC Reduces Stock Position in iShares MBS ETF $MBB

Private Advisor Group LLC lessened its holdings in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 2.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Leonteq Securities AG Acquires 3,303 Shares of AeroVironment, Inc. $AVAV

Leonteq Securities AG Acquires 3,303 Shares of AeroVironment, Inc. $AVAV

Leonteq Securities AG lifted its holdings in shares of AeroVironment, Inc. (NASDAQ:AVAV – Free Report) by 84.7% in the first quarter, HoldingsChannel reports. The institutional investor owned 7,201 shares of the aerospace company’s... More of this article »
Image for Osborne Partners Capital Management LLC Decreases Position in Goldman Sachs Physical Gold ETF $AAAU

Osborne Partners Capital Management LLC Decreases Position in Goldman Sachs Physical Gold ETF $AAAU

Osborne Partners Capital Management LLC trimmed its stake in Goldman Sachs Physical Gold ETF (NYSEARCA:AAAU – Free Report) by 38.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Fjarde AP Fonden Fourth Swedish National Pension Fund Grows Position in U.S. Bancorp $USB

Fjarde AP Fonden Fourth Swedish National Pension Fund Grows Position in U.S. Bancorp $USB

Fjarde AP Fonden Fourth Swedish National Pension Fund grew its holdings in shares of U.S. Bancorp (NYSE:USB – Free Report) by 68.5% in the first quarter, HoldingsChannel.com reports. The fund owned 416,419 shares of the financial... More of this article »
Image for Ground Swell Capital LLC Takes Position in NVIDIA Corporation $NVDA

Ground Swell Capital LLC Takes Position in NVIDIA Corporation $NVDA

Ground Swell Capital LLC bought a new position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 8,922... More of this article »
Image for Hsbc Holdings PLC Acquires 115,639 Shares of F5, Inc. $FFIV

Hsbc Holdings PLC Acquires 115,639 Shares of F5, Inc. $FFIV

Hsbc Holdings PLC boosted its stake in shares of F5, Inc. (NASDAQ:FFIV – Free Report) by 24.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 581,855... More of this article »
Image for Strs Ohio Acquires 82,393 Shares of Keysight Technologies Inc. $KEYS

Strs Ohio Acquires 82,393 Shares of Keysight Technologies Inc. $KEYS

Strs Ohio increased its holdings in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 1,998.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for iShares Russell 1000 Value ETF $IWD Shares Sold by Keybank National Association OH

iShares Russell 1000 Value ETF $IWD Shares Sold by Keybank National Association OH

Keybank National Association OH reduced its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Ulta Beauty Inc. $ULTA Shares Purchased by Strs Ohio

Ulta Beauty Inc. $ULTA Shares Purchased by Strs Ohio

Strs Ohio raised its holdings in shares of Ulta Beauty Inc. (NASDAQ:ULTA – Free Report) by 7.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Leonteq Securities AG Has $1.42 Million Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM

Leonteq Securities AG Has $1.42 Million Stock Holdings in ARM Holdings PLC Sponsored ADR $ARM

Leonteq Securities AG decreased its holdings in shares of ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) by 72.3% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 9,371 shares... More of this article »
Image for Sharp Wealth Advisory LLC Reduces Holdings in Vanguard S&P 500 ETF $VOO

Sharp Wealth Advisory LLC Reduces Holdings in Vanguard S&P 500 ETF $VOO

Sharp Wealth Advisory LLC lowered its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 84.3% in the first quarter, Holdings Channel reports. The institutional investor owned 2,170 shares of the... More of this article »
Image for Strs Ohio Trims Stake in Chevron Corporation $CVX

Strs Ohio Trims Stake in Chevron Corporation $CVX

Strs Ohio lowered its position in Chevron Corporation (NYSE:CVX – Free Report) by 5.0% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 814,970 shares of the oil and... More of this article »
Image for Keybank National Association OH Purchases 5,670 Shares of Southern Company (The) $SO

Keybank National Association OH Purchases 5,670 Shares of Southern Company (The) $SO

Keybank National Association OH grew its position in Southern Company (The) (NYSE:SO – Free Report) by 4.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 130,227... More of this article »
Image for Tritax Big Box REIT (OTCMKTS:TTBXF) Shares Gap Up  on Analyst Upgrade

Tritax Big Box REIT (OTCMKTS:TTBXF) Shares Gap Up on Analyst Upgrade

Shares of Tritax Big Box REIT plc (OTCMKTS:TTBXF – Get Free Report) gapped up prior to trading on Thursday after Zacks Research upgraded the stock from a hold rating to a strong-buy rating. The stock had previously closed at... More of this article »
Image for Oxbow Advisors LLC Acquires 32,343 Shares of Petroleo Brasileiro S.A.- Petrobras $PBR

Oxbow Advisors LLC Acquires 32,343 Shares of Petroleo Brasileiro S.A.- Petrobras $PBR

Oxbow Advisors LLC raised its holdings in shares of Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR – Free Report) by 7.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for QRG Capital Management Inc. Has $44.42 Million Stock Holdings in Wells Fargo & Company $WFC

QRG Capital Management Inc. Has $44.42 Million Stock Holdings in Wells Fargo & Company $WFC

QRG Capital Management Inc. boosted its position in Wells Fargo & Company (NYSE:WFC – Free Report) by 8.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Simplify Asset Management Inc. Has $7.60 Million Position in Biohaven Ltd. $BHVN

Simplify Asset Management Inc. Has $7.60 Million Position in Biohaven Ltd. $BHVN

Simplify Asset Management Inc. reduced its stake in Biohaven Ltd. (NYSE:BHVN – Free Report) by 6.2% during the 1st quarter, HoldingsChannel reports. The firm owned 898,400 shares of the company’s stock after selling 59,802... More of this article »
Image for BE Semiconductor Industries (OTCMKTS:BESIY) Shares Gap Down   – Should You Sell?

BE Semiconductor Industries (OTCMKTS:BESIY) Shares Gap Down – Should You Sell?

Shares of BE Semiconductor Industries NV (OTCMKTS:BESIY – Get Free Report) gapped down prior to trading on Thursday . The stock had previously closed at $330.76, but opened at $317.00. BE Semiconductor Industries shares last... More of this article »
Image for Reviewing C3.ai (NYSE:AI) and Evolv Technologies (NASDAQ:EVLV)

Reviewing C3.ai (NYSE:AI) and Evolv Technologies (NASDAQ:EVLV)

Evolv Technologies (NASDAQ:EVLV – Get Free Report) and C3.ai (NYSE:AI – Get Free Report) are both small-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the... More of this article »
Image for SG Americas Securities LLC Sells 6,614 Shares of RBC Bearings Incorporated $RBC

SG Americas Securities LLC Sells 6,614 Shares of RBC Bearings Incorporated $RBC

SG Americas Securities LLC trimmed its position in shares of RBC Bearings Incorporated (NYSE:RBC – Free Report) by 73.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for SG Americas Securities LLC Purchases 22,468 Shares of Commercial Metals Company $CMC

SG Americas Securities LLC Purchases 22,468 Shares of Commercial Metals Company $CMC

SG Americas Securities LLC grew its position in shares of Commercial Metals Company (NYSE:CMC – Free Report) by 1,074.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Madrigal Pharmaceuticals, Inc. $MDGL Position Reduced by SG Americas Securities LLC

Madrigal Pharmaceuticals, Inc. $MDGL Position Reduced by SG Americas Securities LLC

SG Americas Securities LLC trimmed its position in Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL – Free Report) by 57.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Avantis U.S. Equity ETF $AVUS Shares Bought by HB Wealth Management LLC

Avantis U.S. Equity ETF $AVUS Shares Bought by HB Wealth Management LLC

HB Wealth Management LLC lifted its holdings in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 9.4% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Fideuram Intesa Sanpaolo Private Banking S.P.A. Boosts Holdings in Duolingo, Inc. $DUOL

Fideuram Intesa Sanpaolo Private Banking S.P.A. Boosts Holdings in Duolingo, Inc. $DUOL

Fideuram Intesa Sanpaolo Private Banking S.P.A. lifted its position in shares of Duolingo, Inc. (NASDAQ:DUOL – Free Report) by 40.6% during the first quarter, HoldingsChannel reports. The firm owned 39,311 shares of the company’s... More of this article »
Image for Elevation Point Wealth Partners LLC Takes Position in iShares Core S&P U.S. Growth ETF $IUSG

Elevation Point Wealth Partners LLC Takes Position in iShares Core S&P U.S. Growth ETF $IUSG

Elevation Point Wealth Partners LLC acquired a new position in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Elevation Point Wealth Partners LLC Has $6.22 Million Stock Holdings in Touchstone Ultra Short Income ETF $TUSI

Elevation Point Wealth Partners LLC Has $6.22 Million Stock Holdings in Touchstone Ultra Short Income ETF $TUSI

Elevation Point Wealth Partners LLC increased its position in shares of Touchstone Ultra Short Income ETF (BATS:TUSI – Free Report) by 30.3% in the 1st quarter, Holdings Channel.com reports. The fund owned 245,589 shares of... More of this article »
Image for Energy Transfer LP (NYSE:ET) Receives Average Rating of “Buy” from Analysts

Energy Transfer LP (NYSE:ET) Receives Average Rating of “Buy” from Analysts

Shares of Energy Transfer LP (NYSE:ET – Get Free Report) have been given an average rating of “Buy” by the fourteen brokerages that are covering the firm, Marketbeat reports. One research analyst has rated the stock... More of this article »
Image for Head-To-Head Contrast: First Niles Financial (OTCMKTS:FNFI) versus Pathfinder Bancorp (NASDAQ:PBHC)

Head-To-Head Contrast: First Niles Financial (OTCMKTS:FNFI) versus Pathfinder Bancorp (NASDAQ:PBHC)

Pathfinder Bancorp (NASDAQ:PBHC – Get Free Report) and First Niles Financial (OTCMKTS:FNFI – Get Free Report) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses... More of this article »
Image for New York State Teachers Retirement System Raises Stock Holdings in Nucor Corporation $NUE

New York State Teachers Retirement System Raises Stock Holdings in Nucor Corporation $NUE

New York State Teachers Retirement System raised its stake in Nucor Corporation (NYSE:NUE – Free Report) by 5.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Option Care Health, Inc. (NASDAQ:OPCH) Receives $30.54 Average Price Target from Brokerages

Option Care Health, Inc. (NASDAQ:OPCH) Receives $30.54 Average Price Target from Brokerages

Option Care Health, Inc. (NASDAQ:OPCH – Get Free Report) has been given an average rating of “Moderate Buy” by the fourteen ratings firms that are covering the firm, Marketbeat.com reports. One investment analyst... More of this article »
Image for Fjarde AP Fonden Fourth Swedish National Pension Fund Grows Stock Holdings in Regeneron Pharmaceuticals, Inc. $REGN

Fjarde AP Fonden Fourth Swedish National Pension Fund Grows Stock Holdings in Regeneron Pharmaceuticals, Inc. $REGN

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its holdings in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 56.2% during the first quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Elevation Point Wealth Partners LLC Has $3.62 Million Stock Holdings in CME Group Inc. $CME

Elevation Point Wealth Partners LLC Has $3.62 Million Stock Holdings in CME Group Inc. $CME

Elevation Point Wealth Partners LLC lifted its stake in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 728.1% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »