Home » Author Archive
PureCycle Technologies (NASDAQ:PCT) Shares Down 7.9% – Here’s What Happened
PureCycle Technologies, Inc. (NASDAQ:PCT – Get Free Report) shares dropped 7.9% on Thursday . The company traded as low as $6.56 and last traded at $6.4920. Approximately 395,274 shares were traded during trading, a decline... More of this article »
IMA Advisory Services Inc. Sells 23,250 Shares of SPDR Bloomberg 1-3 Month T-Bill ETF $BIL
IMA Advisory Services Inc. reduced its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 50.4% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 22,900 shares... More of this article »
Modera Wealth Management LLC Cuts Stock Position in Emerson Electric Co. $EMR
Modera Wealth Management LLC trimmed its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 2.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Caesars Entertainment (NASDAQ:CZR) Raised to “Hold” at Zacks Research
Caesars Entertainment (NASDAQ:CZR – Get Free Report) was upgraded by Zacks Research from a “strong sell” rating to a “hold” rating in a research report issued on Thursday,Zacks.com reports. CZR has been... More of this article »
Dorsey Wright & Associates Buys 20,914 Shares of The Ensign Group, Inc. $ENSG
Dorsey Wright & Associates boosted its stake in The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) by 66.7% during the first quarter, Holdings Channel reports. The institutional investor owned 52,247 shares of the company’s... More of this article »
Zacks Research Downgrades Align Technology (NASDAQ:ALGN) to Hold
Align Technology (NASDAQ:ALGN – Get Free Report) was downgraded by Zacks Research from a “strong-buy” rating to a “hold” rating in a research note issued on Thursday,Zacks.com reports. Several other analysts... More of this article »
Heartland Bank & Trust Co Increases Stock Holdings in Abbott Laboratories $ABT
Heartland Bank & Trust Co boosted its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 77.6% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 15,080 shares of... More of this article »
Wealthfront Advisers LLC Grows Stake in State Street Corporation $STT
Wealthfront Advisers LLC boosted its stake in shares of State Street Corporation (NYSE:STT – Free Report) by 5.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Wealthfront Advisers LLC Has $9.48 Million Stock Holdings in LyondellBasell Industries N.V. $LYB
Wealthfront Advisers LLC raised its position in LyondellBasell Industries N.V. (NYSE:LYB – Free Report) by 31.9% during the 1st quarter, HoldingsChannel reports. The fund owned 117,670 shares of the specialty chemicals company’s... More of this article »
Wealthfront Advisers LLC Raises Stock Holdings in Starbucks Corporation $SBUX
Wealthfront Advisers LLC raised its stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 33.4% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 101,879 shares of the... More of this article »
Wealthfront Advisers LLC Raises Position in Public Storage $PSA
Wealthfront Advisers LLC increased its stake in Public Storage (NYSE:PSA – Free Report) by 26.3% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 29,403... More of this article »
iShares Core S&P Total U.S. Stock Market ETF $ITOT Stake Raised by Zhang Financial LLC
Zhang Financial LLC grew its stake in shares of iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT – Free Report) by 12.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Zhang Financial LLC Purchases 442,516 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Zhang Financial LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 97.1% in the first quarter, Holdings Channel.com reports. The institutional investor owned 898,297 shares of the... More of this article »
John G Ullman & Associates Inc. Sells 7,113 Shares of Bloom Energy Corporation $BE
John G Ullman & Associates Inc. lessened its holdings in Bloom Energy Corporation (NYSE:BE – Free Report) by 5.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Independent Financial Group LLC Purchases Shares of 54,876 Uber Technologies, Inc. $UBER
Independent Financial Group LLC purchased a new position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Vulcan Materials Company $VMC Shares Sold by John G Ullman & Associates Inc.
John G Ullman & Associates Inc. decreased its stake in shares of Vulcan Materials Company (NYSE:VMC – Free Report) by 8.0% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Bartlett & CO. Wealth Management LLC Acquires 151,628 Shares of Uber Technologies, Inc. $UBER
Bartlett & CO. Wealth Management LLC boosted its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 35.0% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
GatePass Capital LLC Invests $478,000 in Schwab Fundamental International Equity ETF $FNDF
GatePass Capital LLC acquired a new stake in Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) during the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
GatePass Capital LLC Purchases New Position in Sunrise Realty Trust, Inc. $SUNS
GatePass Capital LLC purchased a new stake in Sunrise Realty Trust, Inc. (NASDAQ:SUNS – Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
McAlvany Wealth Management LLC Boosts Stock Position in Riley Exploration Permian, Inc. $REPX
McAlvany Wealth Management LLC raised its holdings in Riley Exploration Permian, Inc. (NYSE:REPX – Free Report) by 136.3% during the first quarter, HoldingsChannel.com reports. The firm owned 84,393 shares of the company’s... More of this article »
NVIDIA Corporation $NVDA Shares Sold by WealthPLAN Partners LLC
WealthPLAN Partners LLC reduced its position in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 38.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Quadrant Private Wealth Management LLC Increases Stock Holdings in Blackstone Inc. $BX
Quadrant Private Wealth Management LLC boosted its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 28.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Gryphon Financial Partners LLC Has $1.16 Million Position in ASML Holding N.V. $ASML
Gryphon Financial Partners LLC cut its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 25.5% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
iShares S&P Mid-Cap 400 Value ETF $IJJ Shares Sold by Quadrant Private Wealth Management LLC
Quadrant Private Wealth Management LLC lowered its position in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 23.9% in the first quarter, according to the company in its most recent 13F filing... More of this article »
iShares S&P 500 Value ETF $IVE Stock Holdings Lessened by Quadrant Private Wealth Management LLC
Quadrant Private Wealth Management LLC lowered its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 3.4% during the first quarter, according to the company in its most recent disclosure with... More of this article »
Regions Financial Q2 Earnings Call Highlights
Regions Financial (NYSE:RF) reported second-quarter 2026 earnings of $549 million, or $0.64 per share, with adjusted earnings of $583 million, or $0.68 per share, executives said on the company’s earnings call. Chairman, President... More of this article »
Heartland Bank & Trust Co Boosts Stock Holdings in iPath Bloomberg Commodity Index Total Return ETN $DJP
Heartland Bank & Trust Co increased its stake in iPath Bloomberg Commodity Index Total Return ETN (NYSEARCA:DJP – Free Report) by 8.3% during the 1st quarter, according to its most recent filing with the Securities and... More of this article »
Frontier Asset Management LLC Has $44.65 Million Position in iShares Core S&P Small-Cap ETF $IJR
Frontier Asset Management LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.8% in the first quarter, according to the company in its most recent filing with the Securities &... More of this article »
Heartland Bank & Trust Co Has $2.65 Million Stock Holdings in Chevron Corporation $CVX
Heartland Bank & Trust Co lifted its holdings in shares of Chevron Corporation (NYSE:CVX – Free Report) by 68.7% in the first quarter, according to its most recent filing with the SEC. The firm owned 12,823 shares of the... More of this article »
Heartland Bank & Trust Co Has $4.97 Million Position in Walmart Inc. $WMT
Heartland Bank & Trust Co increased its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 107.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Simon Quick Advisors LLC Has $3.04 Million Stake in Caterpillar Inc. $CAT
Simon Quick Advisors LLC reduced its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 21.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
iShares Short Treasury Bond ETF $SHV Stake Lessened by Simon Quick Advisors LLC
Simon Quick Advisors LLC lessened its stake in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 2.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Alsea, S.A.B. de C.V. (OTCMKTS:ALSSF) Short Interest Update
Alsea, S.A.B. de C.V. (OTCMKTS:ALSSF – Get Free Report) was the recipient of a significant drop in short interest in June. As of June 30th, there was short interest totaling 1,059,772 shares, a drop of 37.3% from the June 15th... More of this article »
Independent Financial Group LLC Buys Shares of 191,222 Sabra Healthcare REIT, Inc. $SBRA
Independent Financial Group LLC bought a new position in Sabra Healthcare REIT, Inc. (NASDAQ:SBRA – Free Report) during the 1st quarter, HoldingsChannel reports. The firm bought 191,222 shares of the real estate investment trust’s... More of this article »
SteelPeak Wealth LLC Has $2.92 Million Stock Holdings in Tapestry, Inc. $TPR
SteelPeak Wealth LLC grew its position in shares of Tapestry, Inc. (NYSE:TPR – Free Report) by 41.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
SteelPeak Wealth LLC Acquires Shares of 13,230 Accenture PLC $ACN
SteelPeak Wealth LLC bought a new stake in Accenture PLC (NYSE:ACN – Free Report) during the first quarter, HoldingsChannel.com reports. The institutional investor bought 13,230 shares of the information technology services... More of this article »
Independent Financial Group LLC Buys Shares of 126,143 Invesco Variable Rate Preferred ETF $VRP
Independent Financial Group LLC purchased a new position in shares of Invesco Variable Rate Preferred ETF (NYSEARCA:VRP – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Independent Financial Group LLC Invests $3.62 Million in SPDR Bloomberg 3-12 Month T-Bill ETF $BILS
Independent Financial Group LLC acquired a new position in shares of SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) during the first quarter, according to its most recent 13F filing with the Securities &... More of this article »
SteelPeak Wealth LLC Sells 347 Shares of Comfort Systems USA, Inc. $FIX
SteelPeak Wealth LLC decreased its position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 13.6% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,212 shares of the construction... More of this article »
Independent Financial Group LLC Makes New $4.08 Million Investment in AT&T Inc. $T
Independent Financial Group LLC acquired a new position in shares of AT&T Inc. (NYSE:T – Free Report) in the 1st quarter, HoldingsChannel reports. The firm acquired 140,617 shares of the technology company’s stock,... More of this article »
Independent Financial Group LLC Invests $5.50 Million in iShares MBS ETF $MBB
Independent Financial Group LLC acquired a new stake in iShares MBS ETF (NASDAQ:MBB – Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Prosperity Consulting Group LLC Cuts Stake in Duke Energy Corporation $DUK
Prosperity Consulting Group LLC lessened its stake in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 46.8% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Marriott International, Inc. $MAR Shares Sold by Copeland Capital Management LLC
Copeland Capital Management LLC lessened its stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) by 6.3% in the 1st quarter, Holdings Channel reports. The firm owned 46,474 shares of the company’s... More of this article »
Paychex, Inc. $PAYX Shares Sold by Kestra Advisory Services LLC
Kestra Advisory Services LLC lessened its stake in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 15.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
iShares Silver Trust $SLV Shares Sold by Geneos Wealth Management Inc.
Geneos Wealth Management Inc. lessened its stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 41.7% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Kera Capital Partners Inc. Increases Holdings in Alerian MLP ETF $AMLP
Kera Capital Partners Inc. increased its holdings in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 36.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Greenway Technologies, Inc. (OTCMKTS:GWTI) Short Interest Update
Greenway Technologies, Inc. (OTCMKTS:GWTI – Get Free Report) was the target of a large decline in short interest in the month of June. As of June 30th, there was short interest totaling 29,059 shares, a decline of 44.3% from... More of this article »
Kingfisher (OTCMKTS:KGFHY) Shares Gap Up – Should You Buy?
Kingfisher PLC (OTCMKTS:KGFHY – Get Free Report) shares gapped up prior to trading on Thursday . The stock had previously closed at $7.49, but opened at $7.85. Kingfisher shares last traded at $7.90, with a volume of 31,986 shares... More of this article »