Home » Author Archive
Kraft Davis & Associates LLC Sells 3,708 Shares of VanEck Semiconductor ETF $SMH
Kraft Davis & Associates LLC reduced its position in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 6.0% in the 3rd quarter, Holdings Channel reports. The firm owned 58,421 shares of the company’s stock after... More of this article »
Smith Chas P & Associates PA Cpas Purchases 2,410,152 Shares of First Trust Institutional Preferred Securities and Income ETF $FPEI
Smith Chas P & Associates PA Cpas acquired a new position in shares of First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI – Free Report) in the third quarter, HoldingsChannel.com reports. The firm... More of this article »
Hinge Health (NYSE:HNGE) Sets New 52-Week High – Time to Buy?
Hinge Health Inc. (NYSE:HNGE – Get Free Report)’s stock price reached a new 52-week high during trading on Tuesday. The company traded as high as $107.44 and last traded at $107.1660, with a volume of 85,691 shares changing... More of this article »
Lyell Immunopharma (NASDAQ:LYEL) versus HCW Biologics (NASDAQ:HCWB) Head-To-Head Contrast
Lyell Immunopharma (NASDAQ:LYEL – Get Free Report) and HCW Biologics (NASDAQ:HCWB – Get Free Report) are both small-cap healthcare companies, but which is the superior stock? We will compare the two businesses based on... More of this article »
iShares Russell 1000 ETF $IWB Shares Newly Acquired by Lmcg Investments LLC
Lmcg Investments LLC purchased a new stake in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund purchased 8,714 shares... More of this article »
11,372 Netflix, Inc. $NFLX Shares Acquired by Lmcg Investments LLC
Lmcg Investments LLC raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 19.0% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Micron Technology, Inc. $MU Stock: Integrated Advisors Network LLC Raises Holdings
Integrated Advisors Network LLC raised its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 19.5% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 6,554 shares of the semiconductor... More of this article »
Vest Financial LLC Purchases 25,960 Shares of The Allstate Corporation $ALL
Vest Financial LLC raised its holdings in shares of The Allstate Corporation (NYSE:ALL – Free Report) by 8.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
JPMorgan U.S. Quality Factor ETF $JQUA Shares Newly Acquired by Seamount Financial Group Inc.
Seamount Financial Group Inc. bought a new stake in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) in the third quarter, Holdings Channel reports. The firm bought 156,105 shares of the company’s... More of this article »
Kopp Family Office LLC Buys 6,813 Shares of NVE Corporation $NVEC
Kopp Family Office LLC bought a new stake in NVE Corporation (NASDAQ:NVEC – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
60,050 Shares of iShares MSCI India ETF $INDA Purchased by Lmcg Investments LLC
Lmcg Investments LLC purchased a new stake in shares of iShares MSCI India ETF (BATS:INDA – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Avantis U.S. Quality ETF $AVUQ Shares Acquired by Kooman & Associates
Kooman & Associates boosted its stake in Avantis U.S. Quality ETF (NASDAQ:AVUQ – Free Report) by 3.6% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 239,810 shares of the company’s stock after... More of this article »
The Kroger Co. $KR Stock Acquired by Quadrant Capital Group LLC
Quadrant Capital Group LLC increased its position in The Kroger Co. (NYSE:KR – Free Report) by 103.5% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 42,750 shares... More of this article »
Reviewing BioAge Labs (NASDAQ:BIOA) and GSK (NYSE:GSK)
BioAge Labs (NASDAQ:BIOA – Get Free Report) and GSK (NYSE:GSK – Get Free Report) are both healthcare companies, but which is the superior investment? We will contrast the two businesses based on the strength of their institutional... More of this article »
Pinnacle Bancorp Inc. Acquires 21,078 Shares of Citizens Financial Group, Inc. $CFG
Pinnacle Bancorp Inc. bought a new stake in shares of Citizens Financial Group, Inc. (NYSE:CFG – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
14,766 Nutanix $NTNX Shares Sold by Kopp Family Office LLC
Kopp Family Office LLC lowered its position in shares of Nutanix (NASDAQ:NTNX – Free Report) by 34.0% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 28,715 shares of the technology company’s... More of this article »
2,400 AbbVie Inc. $ABBV Shares Purchased by Newman Dignan & Sheerar Inc.
Newman Dignan & Sheerar Inc. boosted its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 57.9% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,547... More of this article »
RingCentral (NYSE:RNG) Hits New 52-Week High – Still a Buy?
RingCentral, Inc. (NYSE:RNG – Get Free Report)’s stock price hit a new 52-week high during trading on Tuesday. The company traded as high as $82.14 and last traded at $81.1150, with a volume of 177,881 shares trading hands.... More of this article »
Silvercorp Metals (NYSEAMERICAN:SVM) Stock Price Down 4.6% – What’s Next?
Silvercorp Metals Inc. (NYSEAMERICAN:SVM – Get Free Report) shares traded down 4.6% on Tuesday. The stock traded as low as $9.18 and last traded at $9.3240. 461,512 shares traded hands during trading, a decline of 89% from the... More of this article »
19,794 Shares of Schwab US Dividend Equity ETF $SCHD Bought by Obermeyer Wealth Partners
Obermeyer Wealth Partners acquired a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
28,757 Shares of Dimensional U.S. Core Equity 2 ETF $DFAC Acquired by Obermeyer Wealth Partners
Obermeyer Wealth Partners acquired a new position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Obermeyer Wealth Partners Acquires New Holdings in iShares MSCI Emerging Markets ETF $EEM
Obermeyer Wealth Partners bought a new position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities... More of this article »
10,590 AGCO Corporation $AGCO Shares Bought by Shayne & Jacobs LLC
Shayne & Jacobs LLC grew its position in shares of AGCO Corporation (NYSE:AGCO – Free Report) by 48.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
First Business Financial Services (NASDAQ:FBIZ) & Home BancShares (NYSE:HOMB) Head-To-Head Analysis
First Business Financial Services (NASDAQ:FBIZ – Get Free Report) and Home BancShares (NYSE:HOMB – Get Free Report) are both finance companies, but which is the better investment? We will compare the two businesses based... More of this article »
Analyzing Greenpro Capital (NASDAQ:GRNQ) & Donnelley Financial Solutions (NYSE:DFIN)
Donnelley Financial Solutions (NYSE:DFIN – Get Free Report) and Greenpro Capital (NASDAQ:GRNQ – Get Free Report) are both small-cap finance companies, but which is the better business? We will compare the two businesses... More of this article »
Head to Head Analysis: Euroholdings (NASDAQ:EHLD) versus ZIM Integrated Shipping Services (NYSE:ZIM)
Euroholdings (NASDAQ:EHLD – Get Free Report) and ZIM Integrated Shipping Services (NYSE:ZIM – Get Free Report) are both industrials companies, but which is the superior investment? We will compare the two businesses based... More of this article »
Amazon.com, Inc. $AMZN Stake Lifted by N10 Wealth LLC
N10 Wealth LLC grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 36.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 95,433 shares... More of this article »
ExxonMobil Corporation $XOM Shares Newly Acquired by Wagner Wealth Management Corp
Wagner Wealth Management Corp bought a new stake in ExxonMobil Corporation (NYSE:XOM – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Nicollet Investment Management Inc. Sells 2,287 Shares of Amazon.com, Inc. $AMZN
Nicollet Investment Management Inc. lessened its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 2.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 93,740 shares of the e-commerce giant’s... More of this article »
Amazon.com, Inc. $AMZN Shares Bought by Tempus Wealth Planning LLC
Tempus Wealth Planning LLC increased its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN – Free Report) by 20.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Principal Financial (NASDAQ: PFG) discloses $2.2 billion AUM drag from Chile annuity sale
What happened Principal Financial Group, Inc. (NASDAQ: PFG) said operations disposed AUM in the current quarter was negative $2.2 billion. The filing is dated October 19, 2026 and covers the quarter ended September 30, 2026. As of... More of this article »
Glass House (NYSE: GLAS) revenue rises 21% as biomass sets record
What happened Glass House Brands Inc. (NYSE: GLAS) said third-quarter revenue rose to $56.8 million in preliminary unaudited results released October 19, 2026. That was up from $47.0 million in the second quarter of 2026 and $26.2... More of this article »
Quadrant Capital Group LLC Sells 8,591 Shares of Alibaba Group Holding Limited $BABA
Quadrant Capital Group LLC cut its stake in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 29.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
National Vision Holdings, Inc. $EYE Shares Newly Purchased by Skylands Capital LLC
Skylands Capital LLC purchased a new position in shares of National Vision Holdings, Inc. (NASDAQ:EYE – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Vontier Corporation $VNT Stock Sold by Skylands Capital LLC
Skylands Capital LLC trimmed its holdings in shares of Vontier Corporation (NYSE:VNT – Free Report) by 17.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Invesco Short Term Treasury ETF $TBLL Stake Increased by Sunrise Financial Services LLC
Sunrise Financial Services LLC boosted its holdings in shares of Invesco Short Term Treasury ETF (NYSEARCA:TBLL – Free Report) by 104,175.0% during the 3rd quarter, according to its most recent filing with the Securities and... More of this article »
First Trust Cloud Computing ETF $SKYY Stock Holdings Lessened by Kraft Davis & Associates LLC
Kraft Davis & Associates LLC reduced its holdings in First Trust Cloud Computing ETF (NASDAQ:SKYY – Free Report) by 53.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Truist Financial Corporation $TFC Shares Sold by Pinnacle Associates Ltd.
Pinnacle Associates Ltd. decreased its position in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 5.8% in the third quarter, Holdings Channel reports. The fund owned 209,144 shares of the insurance provider’s... More of this article »
10,061 Bank of America Corporation $BAC Shares Bought by Foster Victor Wealth Advisors LLC
Foster Victor Wealth Advisors LLC increased its position in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 4.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
N10 Assets LLC Buys New Holdings in Microsoft Corporation $MSFT
N10 Assets LLC purchased a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Cypress Wealth Services LLC Buys New Position in Innovator U.S. Equity Power Buffer ETF – July $PJUL
Cypress Wealth Services LLC acquired a new position in Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the... More of this article »
2,501 Shares in Microsoft Corporation $MSFT Purchased by Wealth Management Strategies Inc.
Wealth Management Strategies Inc. bought a new position in Microsoft Corporation (NASDAQ:MSFT – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
9,977 Shares in Microsoft Corporation $MSFT Acquired by Triton Financial Group Inc
Triton Financial Group Inc bought a new stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought... More of this article »
Analog Devices, Inc. $ADI Stock: Crossmark Global Holdings Inc. Lowers Stake
Crossmark Global Holdings Inc. reduced its holdings in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 21.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
BrightSpring Health Services (NASDAQ:BTSG) vs. Cencora (NYSE:COR) Head-To-Head Review
BrightSpring Health Services (NASDAQ:BTSG – Get Free Report) and Cencora (NYSE:COR – Get Free Report) are both large-cap healthcare companies, but which is the superior business? We will compare the two companies based... More of this article »
Amentum (NYSE:AMTM) vs. FTI Consulting (NYSE:FCN) Financial Analysis
FTI Consulting (NYSE:FCN – Get Free Report) and Amentum (NYSE:AMTM – Get Free Report) are both mid-cap industrials companies, but which is the superior stock? We will compare the two companies based on the strength of their... More of this article »
Linde PLC $LIN Stock Purchased by Milestones Administradora de Recursos Ltda.
Milestones Administradora de Recursos Ltda. boosted its holdings in Linde PLC (NASDAQ:LIN – Free Report) by 30.7% during the third quarter, Holdings Channel.com reports. The fund owned 112,752 shares of the basic materials company’s... More of this article »
Pagaya Technologies (PGYWW) Expected to Announce Earnings on Thursday
Pagaya Technologies (NASDAQ:PGYWW – Get Free Report) will likely be issuing its results before the market opens on Thursday, October 29th. Analysts expect the company to post earnings of $0.4669 per share and revenue of $382.10... More of this article »
