Home » Author Archive

Image for UBS Group AG Buys 489,059 Shares of Schrodinger, Inc. $SDGR

UBS Group AG Buys 489,059 Shares of Schrodinger, Inc. $SDGR

UBS Group AG raised its stake in Schrodinger, Inc. (NASDAQ:SDGR – Free Report) by 51.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,442,799... More of this article »
Image for Horizon Wealth Management LLC Acquires 1,687 Shares of Vanguard Total Stock Market ETF $VTI

Horizon Wealth Management LLC Acquires 1,687 Shares of Vanguard Total Stock Market ETF $VTI

Horizon Wealth Management LLC boosted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Vanguard Group Inc. Sells 3,706 Shares of Dillard’s, Inc. $DDS

Vanguard Group Inc. Sells 3,706 Shares of Dillard’s, Inc. $DDS

Vanguard Group Inc. cut its holdings in Dillard’s, Inc. (NYSE:DDS – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 302,570 shares... More of this article »
Image for Vanguard Group Inc. Acquires 125,446 Shares of nLight $LASR

Vanguard Group Inc. Acquires 125,446 Shares of nLight $LASR

Vanguard Group Inc. raised its holdings in shares of nLight (NASDAQ:LASR – Free Report) by 2.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Vanguard Group Inc. Increases Holdings in Werner Enterprises, Inc. $WERN

Vanguard Group Inc. Increases Holdings in Werner Enterprises, Inc. $WERN

Vanguard Group Inc. grew its holdings in Werner Enterprises, Inc. (NASDAQ:WERN – Free Report) by 1.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for 4,250 Shares in Bloom Energy Corporation $BE Acquired by Fortem Financial Group LLC

4,250 Shares in Bloom Energy Corporation $BE Acquired by Fortem Financial Group LLC

Fortem Financial Group LLC bought a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought... More of this article »
Image for Vanguard Group Inc. Sells 109,061 Shares of Photronics, Inc. $PLAB

Vanguard Group Inc. Sells 109,061 Shares of Photronics, Inc. $PLAB

Vanguard Group Inc. lessened its stake in shares of Photronics, Inc. (NASDAQ:PLAB – Free Report) by 1.9% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,670,667... More of this article »
Image for TTP Investments Inc. Grows Position in Alphabet Inc. $GOOGL

TTP Investments Inc. Grows Position in Alphabet Inc. $GOOGL

TTP Investments Inc. lifted its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 116.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Vanguard Group Inc. Has $193.56 Million Holdings in National HealthCare Corporation $NHC

Vanguard Group Inc. Has $193.56 Million Holdings in National HealthCare Corporation $NHC

Vanguard Group Inc. lessened its holdings in shares of National HealthCare Corporation (NYSEAMERICAN:NHC – Free Report) by 0.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Vanguard Group Inc. Trims Stock Position in Worthington Enterprises, Inc. $WOR

Vanguard Group Inc. Trims Stock Position in Worthington Enterprises, Inc. $WOR

Vanguard Group Inc. cut its position in shares of Worthington Enterprises, Inc. (NYSE:WOR – Free Report) by 1.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Mitsubishi UFJ Asset Management Co. Ltd. Grows Stake in CoreWeave Inc. $CRWV

Mitsubishi UFJ Asset Management Co. Ltd. Grows Stake in CoreWeave Inc. $CRWV

Mitsubishi UFJ Asset Management Co. Ltd. grew its position in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 130.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Contrasting Fannie Mae (FNMA) & Its Peers

Contrasting Fannie Mae (FNMA) & Its Peers

Fannie Mae (OTCMKTS:FNMA – Get Free Report) is one of 19 publicly-traded companies in the “FIN – MTG&REL SVS” industry, but how does it compare to its rivals? We will compare Fannie Mae to related businesses... More of this article »
Image for Fortem Financial Group LLC Sells 18,281 Shares of Emerson Electric Co. $EMR

Fortem Financial Group LLC Sells 18,281 Shares of Emerson Electric Co. $EMR

Fortem Financial Group LLC trimmed its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 67.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Nicholas Company Inc. Grows Position in Adobe Inc. $ADBE

Nicholas Company Inc. Grows Position in Adobe Inc. $ADBE

Nicholas Company Inc. boosted its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 7.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 174,626 shares of the software... More of this article »
Image for Kailix Advisors LLC Makes New $5.12 Million Investment in Lithium Americas Corp. $LAC

Kailix Advisors LLC Makes New $5.12 Million Investment in Lithium Americas Corp. $LAC

Kailix Advisors LLC bought a new position in shares of Lithium Americas Corp. (NYSE:LAC – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Peak Wealth Management LLC Acquires Shares of 7,590 SPDR Gold Shares $GLD

Peak Wealth Management LLC Acquires Shares of 7,590 SPDR Gold Shares $GLD

Peak Wealth Management LLC acquired a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Katamaran Capital LLP Invests $742,000 in Rocket Lab Corporation $RKLB

Katamaran Capital LLP Invests $742,000 in Rocket Lab Corporation $RKLB

Katamaran Capital LLP purchased a new position in shares of Rocket Lab Corporation (NASDAQ:RKLB – 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 »
Image for Ethic Inc. Grows Position in Datadog, Inc. $DDOG

Ethic Inc. Grows Position in Datadog, Inc. $DDOG

Ethic Inc. grew its position in Datadog, Inc. (NASDAQ:DDOG – Free Report) by 14.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned... More of this article »
Image for Peak Wealth Management LLC Makes New $5.42 Million Investment in iShares MSCI USA Quality Factor ETF $QUAL

Peak Wealth Management LLC Makes New $5.42 Million Investment in iShares MSCI USA Quality Factor ETF $QUAL

Peak Wealth Management LLC bought a new position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Kepler Cheuvreux Suisse SA Buys 27,686 Shares of SS&C Technologies Holdings, Inc. $SSNC

Kepler Cheuvreux Suisse SA Buys 27,686 Shares of SS&C Technologies Holdings, Inc. $SSNC

Kepler Cheuvreux Suisse SA raised its stake in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC – Free Report) by 29.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Kepler Cheuvreux Suisse SA Boosts Holdings in Aercap Holdings N.V. $AER

Kepler Cheuvreux Suisse SA Boosts Holdings in Aercap Holdings N.V. $AER

Kepler Cheuvreux Suisse SA increased its stake in shares of Aercap Holdings N.V. (NYSE:AER – Free Report) by 4.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 93,295 shares... More of this article »
Image for Analyzing Eliem Therapeutics (NASDAQ:ELYM) and CannTrust (OTCMKTS:CNTTF)

Analyzing Eliem Therapeutics (NASDAQ:ELYM) and CannTrust (OTCMKTS:CNTTF)

Profitability This table compares Eliem Therapeutics and CannTrust’s net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Eliem Therapeutics N/A -47.03% -45.97% CannTrust N/A N/A N/A Valuation... More of this article »
Image for Litigation Capital Management (LON:LIT) Trading Down 11.7%  – Should You Sell?

Litigation Capital Management (LON:LIT) Trading Down 11.7% – Should You Sell?

Litigation Capital Management Limited (LON:LIT – Get Free Report) was down 11.7% during trading on Monday . The company traded as low as GBX 3.69 and last traded at GBX 3.69. Approximately 762 shares were traded during trading,... More of this article »
Image for Hosking Partners LLP Sells 132,327 Shares of American International Group, Inc. $AIG

Hosking Partners LLP Sells 132,327 Shares of American International Group, Inc. $AIG

Hosking Partners LLP lessened its holdings in shares of American International Group, Inc. (NYSE:AIG – Free Report) by 11.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Deere & Company $DE Shares Sold by Securian Asset Management Inc.

Deere & Company $DE Shares Sold by Securian Asset Management Inc.

Securian Asset Management Inc. lessened its position in shares of Deere & Company (NYSE:DE – Free Report) by 44.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for Nwam LLC Has $2.89 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Nwam LLC Has $2.89 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD

Nwam LLC cut its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 17.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Midwest Trust Co Increases Position in Vanguard Mid-Cap Value ETF $VOE

Midwest Trust Co Increases Position in Vanguard Mid-Cap Value ETF $VOE

Midwest Trust Co raised its position in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 5.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Oxbow Advisors LLC Buys New Position in Pacer US Cash Cows Growth ETF $BUL

Oxbow Advisors LLC Buys New Position in Pacer US Cash Cows Growth ETF $BUL

Oxbow Advisors LLC bought a new stake in Pacer US Cash Cows Growth ETF (NYSEARCA:BUL – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 24,468 shares of the company’s stock, valued... More of this article »
Image for Plato Investment Management Ltd Grows Position in General Dynamics Corporation $GD

Plato Investment Management Ltd Grows Position in General Dynamics Corporation $GD

Plato Investment Management Ltd boosted its position in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 156.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 3,506 shares of the aerospace... More of this article »
Image for Crane NXT Q1 Earnings Call Highlights

Crane NXT Q1 Earnings Call Highlights

Crane NXT (NYSE:CXT) reported first-quarter 2026 sales growth and reaffirmed its earnings outlook while updating its full-year guidance to include the recently completed acquisition of Antares Vision. President and Chief Executive... More of this article »
Image for Claritev Q1 Earnings Call Highlights

Claritev Q1 Earnings Call Highlights

Claritev (NYSE:CTEV) reported first-quarter 2026 revenue and adjusted EBITDA ahead of internal expectations, while management said sales momentum and new-market expansion support its full-year outlook. President and CEO Travis Dalton... More of this article »
Image for NewEdge Wealth LLC Buys 20,735 Shares of Amphenol Corporation $APH

NewEdge Wealth LLC Buys 20,735 Shares of Amphenol Corporation $APH

NewEdge Wealth LLC grew its stake in Amphenol Corporation (NYSE:APH – Free Report) by 38.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Generali Asset Management SPA SGR Reduces Holdings in Dollar General Corporation $DG

Generali Asset Management SPA SGR Reduces Holdings in Dollar General Corporation $DG

Generali Asset Management SPA SGR decreased its position in shares of Dollar General Corporation (NYSE:DG – Free Report) by 79.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 5,378... More of this article »
Image for 14,153 Shares in Global X MLP ETF $MLPA Purchased by International Assets Investment Management LLC

14,153 Shares in Global X MLP ETF $MLPA Purchased by International Assets Investment Management LLC

International Assets Investment Management LLC acquired a new stake in Global X MLP ETF (NYSEARCA:MLPA – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired... More of this article »
Image for MGO One Seven LLC Sells 5,788 Shares of Republic Services, Inc. $RSG

MGO One Seven LLC Sells 5,788 Shares of Republic Services, Inc. $RSG

MGO One Seven LLC decreased its position in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 30.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for MGO One Seven LLC Purchases Shares of 69,278 First Trust Emerging Markets Human Flourishing ETF $FTHF

MGO One Seven LLC Purchases Shares of 69,278 First Trust Emerging Markets Human Flourishing ETF $FTHF

MGO One Seven LLC bought a new position in First Trust Emerging Markets Human Flourishing ETF (NYSEARCA:FTHF – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Innovator U.S. Equity Ultra Buffer ETF – January $UJAN Shares Sold by MGO One Seven LLC

Innovator U.S. Equity Ultra Buffer ETF – January $UJAN Shares Sold by MGO One Seven LLC

MGO One Seven LLC cut its holdings in shares of Innovator U.S. Equity Ultra Buffer ETF – January (BATS:UJAN – Free Report) by 41.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 44,603 shares... More of this article »
Image for Generali Asset Management SPA SGR Purchases New Stake in W.R. Berkley Corporation $WRB

Generali Asset Management SPA SGR Purchases New Stake in W.R. Berkley Corporation $WRB

Generali Asset Management SPA SGR purchased a new stake in W.R. Berkley Corporation (NYSE:WRB – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 23,245 shares of the insurance provider’s... More of this article »
Image for Crossmark Global Holdings Inc. Raises Holdings in Eli Lilly and Company $LLY

Crossmark Global Holdings Inc. Raises Holdings in Eli Lilly and Company $LLY

Crossmark Global Holdings Inc. raised its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 11.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Mitsubishi UFJ Asset Management Co. Ltd. Sells 521,645 Shares of Planet Labs PBC $PL

Mitsubishi UFJ Asset Management Co. Ltd. Sells 521,645 Shares of Planet Labs PBC $PL

Mitsubishi UFJ Asset Management Co. Ltd. lessened its stake in Planet Labs PBC (NYSE:PL – Free Report) by 45.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 627,902 shares of the company’s... More of this article »
Image for Mitsubishi UFJ Asset Management Co. Ltd. Grows Holdings in Warner Music Group Corp. $WMG

Mitsubishi UFJ Asset Management Co. Ltd. Grows Holdings in Warner Music Group Corp. $WMG

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of Warner Music Group Corp. (NASDAQ:WMG – Free Report) by 5.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 306,896 shares of the company’s... More of this article »
Image for Real Matters Inc. (TSE:REAL) Receives C$8.54 Average Target Price from Analysts

Real Matters Inc. (TSE:REAL) Receives C$8.54 Average Target Price from Analysts

Real Matters Inc. (TSE:REAL – Get Free Report) has been given an average recommendation of “Moderate Buy” by the six analysts that are covering the company, MarketBeat.com reports. Two research analysts have rated... More of this article »
Image for Block (NYSE:XYZ) Price Target Raised to $93.00

Block (NYSE:XYZ) Price Target Raised to $93.00

Block (NYSE:XYZ – Free Report) had its target price boosted by Royal Bank Of Canada from $90.00 to $93.00 in a research report sent to investors on Friday morning,Benzinga reports. The firm currently has an outperform rating... More of this article »
Image for Bicycle Therapeutics (NASDAQ:BCYC) Downgraded to Strong Sell Rating by Wall Street Zen

Bicycle Therapeutics (NASDAQ:BCYC) Downgraded to Strong Sell Rating by Wall Street Zen

Wall Street Zen downgraded shares of Bicycle Therapeutics (NASDAQ:BCYC – Free Report) from a sell rating to a strong sell rating in a research note published on Sunday morning. BCYC has been the topic of a number of other reports.... More of this article »
Image for UMB Financial Corporation (NASDAQ:UMBF) Given Average Recommendation of “Buy” by Analysts

UMB Financial Corporation (NASDAQ:UMBF) Given Average Recommendation of “Buy” by Analysts

Shares of UMB Financial Corporation (NASDAQ:UMBF – Get Free Report) have been given an average rating of “Buy” by the thirteen brokerages that are presently covering the company, MarketBeat Ratings reports. Two equities... More of this article »
Image for Ninety One North America Inc. Reduces Stock Holdings in Microsoft Corporation $MSFT

Ninety One North America Inc. Reduces Stock Holdings in Microsoft Corporation $MSFT

Ninety One North America Inc. lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 6.0% during the fourth quarter, HoldingsChannel reports. The firm owned 257,310 shares of the software giant’s... More of this article »
Image for Wall Street Zen Downgrades Rocky Brands (NASDAQ:RCKY) to Hold

Wall Street Zen Downgrades Rocky Brands (NASDAQ:RCKY) to Hold

Rocky Brands (NASDAQ:RCKY – Get Free Report) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report issued on Saturday. Separately, Weiss Ratings downgraded... More of this article »
Image for Vera Bradley (NASDAQ:VRA) Rating Increased to Buy at Wall Street Zen

Vera Bradley (NASDAQ:VRA) Rating Increased to Buy at Wall Street Zen

Wall Street Zen upgraded shares of Vera Bradley (NASDAQ:VRA – Free Report) from a hold rating to a buy rating in a research note published on Sunday morning. Separately, Zacks Research raised shares of Vera Bradley from a “strong... More of this article »
Image for Duncker Streett & Co. Inc. Lowers Position in NVIDIA Corporation $NVDA

Duncker Streett & Co. Inc. Lowers Position in NVIDIA Corporation $NVDA

Duncker Streett & Co. Inc. cut its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 19.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 93,765 shares of the computer hardware... More of this article »
Image for Piper Sandler Cuts Janux Therapeutics (NASDAQ:JANX) Price Target to $26.00

Piper Sandler Cuts Janux Therapeutics (NASDAQ:JANX) Price Target to $26.00

Janux Therapeutics (NASDAQ:JANX – Free Report) had its target price trimmed by Piper Sandler from $30.00 to $26.00 in a research note issued to investors on Friday morning,Benzinga reports. The brokerage currently has an overweight... More of this article »