Home » Author Archive
Ignite Planners LLC Sells 17,126 Shares of FT Vest U.S. Equity Deep Buffer ETF – July $DJUL
Ignite Planners LLC reduced its holdings in FT Vest U.S. Equity Deep Buffer ETF – July (BATS:DJUL – Free Report) by 10.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 142,861 shares... More of this article »
Keudell Morrison Wealth Management Acquires New Shares in iShares Core Dividend Growth ETF $DGRO
Keudell Morrison Wealth Management acquired a new stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 25,924 shares of the company’s... More of this article »
Leonteq Securities AG Takes Position in Centene Corporation $CNC
Leonteq Securities AG acquired a new stake in Centene Corporation (NYSE:CNC – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
W.W. Grainger, Inc. $GWW Shares Sold by Orange Investment Advisors Inc.
Orange Investment Advisors Inc. lowered its holdings in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 11.6% during the 4th quarter, Holdings Channel reports. The fund owned 6,018 shares of the industrial products... More of this article »
SoundView Advisors Inc. Takes $30.81 Million Position in SPDR Portfolio Short Term Corporate Bond ETF $SPSB
SoundView Advisors Inc. acquired a new stake in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired... More of this article »
15,015 Shares in Vanguard S&P Mid-Cap 400 ETF $IVOO Acquired by SoundView Advisors Inc.
SoundView Advisors Inc. purchased a new stake in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 15,015 shares of the company’s... More of this article »
Northwest Wealth Advisors LLC Invests $555,000 in iShares U.S. Energy ETF $IYE
Northwest Wealth Advisors LLC purchased a new stake in iShares U.S. Energy ETF (NYSEARCA:IYE – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 11,667 shares of the company’s... More of this article »
easyJet H1 Earnings Call Highlights
easyJet (LON:EZJ) reported a wider first-half loss for the period ended March 31, 2026, while management said the airline is responding to Middle East-related volatility, higher fuel prices and softer forward bookings from a position... More of this article »
Contango ORE (NYSEAMERICAN:CTGO) Upgraded to Hold at Zacks Research
Contango ORE (NYSEAMERICAN:CTGO – Get Free Report) was upgraded by equities researchers at Zacks Research to a “hold” rating in a note issued to investors on Wednesday,Zacks.com reports. Separately, Canaccord Genuity... More of this article »
Seneca Foods (NASDAQ:SENEA) Upgraded to Strong-Buy at Freedom Capital
Seneca Foods (NASDAQ:SENEA – Get Free Report) was upgraded by analysts at Freedom Capital to a “strong-buy” rating in a research note issued to investors on Wednesday,Zacks.com reports. SENEA has been the topic of... More of this article »
Mraz Amerine & Associates Inc. Raises Position in WillScot Holdings Corporation $WSC
Mraz Amerine & Associates Inc. increased its holdings in WillScot Holdings Corporation (NASDAQ:WSC – Free Report) by 65.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Tesla, Inc. $TSLA Shares Sold by Keystone Financial Group
Keystone Financial Group trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Midwest Financial Partners Investments Inc. Makes New $2.20 Million Investment in Vanguard FTSE All-World ex-US Small-Cap ETF $VSS
Midwest Financial Partners Investments Inc. purchased a new position in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional... More of this article »
Midwest Financial Partners Investments Inc. Purchases Shares of 9,116 Boston Scientific Corporation $BSX
Midwest Financial Partners Investments Inc. purchased a new stake in Boston Scientific Corporation (NYSE:BSX – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The fund purchased 9,116... More of this article »
Constellation Brands Inc $STZ Shares Sold by Heritage Investors Management Corp
Heritage Investors Management Corp reduced its position in Constellation Brands Inc (NYSE:STZ – Free Report) by 18.4% in the 4th quarter, Holdings Channel reports. The firm owned 122,269 shares of the company’s stock after... More of this article »
Midwest Financial Partners Investments Inc. Takes Position in Illumina, Inc. $ILMN
Midwest Financial Partners Investments Inc. acquired a new stake in shares of Illumina, Inc. (NASDAQ:ILMN – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 3,662 shares of the life sciences... More of this article »
Nano Cap New Millennium Growth Fund L P Takes $630,000 Position in 908 Devices Inc. $MASS
Nano Cap New Millennium Growth Fund L P acquired a new stake in shares of 908 Devices Inc. (NASDAQ:MASS – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 120,000 shares of the company’s... More of this article »
PNC Financial Services Group Inc. Has $58.19 Million Stake in Gilead Sciences, Inc. $GILD
PNC Financial Services Group Inc. grew its stake in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 12.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Critical Contrast: iShares Bitcoin Trust ETF (NASDAQ:IBIT) vs. Orion Digital (NASDAQ:ORIO)
iShares Bitcoin Trust ETF (NASDAQ:IBIT – Get Free Report) and Orion Digital (NASDAQ:ORIO – Get Free Report) are both finance companies, but which is the superior business? We will compare the two businesses based on the... More of this article »
Newport Trust Company LLC Has $28.78 Million Position in Bank OZK $OZK
Newport Trust Company LLC increased its position in Bank OZK (NASDAQ:OZK – Free Report) by 5.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 625,411 shares of the company’s... More of this article »
Gabelli Funds LLC Has $3.14 Million Stock Holdings in Crown Castle Inc. $CCI
Gabelli Funds LLC lessened its position in Crown Castle Inc. (NYSE:CCI – Free Report) by 16.5% during the 4th quarter, Holdings Channel reports. The firm owned 35,305 shares of the real estate investment trust’s stock... More of this article »
Wayfair Inc. $W Shares Sold by Pinnbrook Capital Management LP
Pinnbrook Capital Management LP decreased its holdings in Wayfair Inc. (NYSE:W – Free Report) by 76.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
50,000 Shares in Magnite, Inc. $MGNI Bought by Nano Cap New Millennium Growth Fund L P
Nano Cap New Millennium Growth Fund L P acquired a new position in shares of Magnite, Inc. (NASDAQ:MGNI – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Unigold (CVE:UGD) Director Sells C$60,000.00 in Stock
Unigold Inc. (CVE:UGD – Get Free Report) Director Jose Francisco Arata sold 200,000 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of C$0.30, for a total value of C$60,000.00.... More of this article »
Insider Selling: Artiva Biotherapeutics (NASDAQ:ARTV) Insider Sells $63,403.37 in Stock
Artiva Biotherapeutics, Inc. (NASDAQ:ARTV – Get Free Report) insider Subhashis Banerjee sold 7,037 shares of the business’s stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $9.01, for... More of this article »
Lisa Bodensteiner Sells 612 Shares of Synaptics (NASDAQ:SYNA) Stock
Synaptics Incorporated (NASDAQ:SYNA – Get Free Report) insider Lisa Bodensteiner sold 612 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The shares were sold at an average price of $114.83,... More of this article »
What is Zacks Research’s Forecast for MAA Q4 Earnings?
Mid-America Apartment Communities, Inc. (NYSE:MAA – Free Report) – Analysts at Zacks Research upped their Q4 2027 earnings per share (EPS) estimates for Mid-America Apartment Communities in a research report issued on... More of this article »
Intellus Advisors LLC Invests $564,000 in PepsiCo, Inc. $PEP
Intellus Advisors LLC acquired a new position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 3,931... More of this article »
Vanguard Total Stock Market ETF $VTI Stake Cut by Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC cut its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 6.1% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Meiji Yasuda Asset Management Co Ltd. Purchases 18,650 Shares of Franklin Resources, Inc. $BEN
Meiji Yasuda Asset Management Co Ltd. increased its holdings in shares of Franklin Resources, Inc. (NYSE:BEN – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Signature Estate & Investment Advisors LLC Sells 21,341 Shares of iShares Expanded Tech Sector ETF $IGM
Signature Estate & Investment Advisors LLC lowered its holdings in iShares Expanded Tech Sector ETF (NYSEARCA:IGM – Free Report) by 1.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,847,675... More of this article »
JPMorgan U.S. Quality Factor ETF $JQUA is Intellus Advisors LLC’s 5th Largest Position
Intellus Advisors LLC lifted its position in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Rathbones Group PLC Lowers Position in Pfizer Inc. $PFE
Rathbones Group PLC lessened its position in Pfizer Inc. (NYSE:PFE – Free Report) by 5.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
PNC Financial Services Group Inc. Has $42 Million Stock Position in Carpenter Technology Corporation $CRS
PNC Financial Services Group Inc. raised its position in Carpenter Technology Corporation (NYSE:CRS – Free Report) by 1,752.7% in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Resolute Wealth Strategies LLC Acquires 6,707 Shares of JPMorgan Active Growth ETF $JGRO
Resolute Wealth Strategies LLC increased its holdings in JPMorgan Active Growth ETF (NYSEARCA:JGRO – Free Report) by 4.6% during the 4th quarter, HoldingsChannel reports. The fund owned 152,211 shares of the company’s... More of this article »
Insider Selling: PACS Group (NYSE:PACS) Insider Sells $1,017,775.24 in Stock
PACS Group, Inc. (NYSE:PACS – Get Free Report) insider John Todd Mitchell sold 27,389 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $37.16,... More of this article »
Cardlytics (NASDAQ:CDLX) CFO Acquires $97,500.00 in Stock
Cardlytics, Inc. (NASDAQ:CDLX – Get Free Report) CFO David Thomas Evans purchased 150,000 shares of the firm’s stock in a transaction on Friday, May 15th. The stock was bought at an average cost of $0.65 per share, for... More of this article »
Prevail Innovative Wealth Advisors LLC Makes New Investment in NEOS Real Estate High Income ETF $IYRI
Prevail Innovative Wealth Advisors LLC purchased a new stake in NEOS Real Estate High Income ETF (BATS:IYRI – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Axcelis Technologies, Inc. $ACLS Stake Boosted by Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. increased its position in shares of Axcelis Technologies, Inc. (NASDAQ:ACLS – Free Report) by 8,566.4% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Fortis Group Advisors LLC Invests $797,000 in Darden Restaurants, Inc. $DRI
Fortis Group Advisors LLC acquired a new position in shares of Darden Restaurants, Inc. (NYSE:DRI – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Shipping Stocks To Consider – May 19th
Viking, Frontline, Golar LNG, Almonty Industries, Torm, Star Bulk Carriers, and Pitney Bowes are the seven Shipping stocks to watch today, according to MarketBeat’s stock screener tool. Shipping stocks are shares of companies... More of this article »
Climb Bio Teases Key Budoprutug, CLYM116 Readouts at BioConnect
Climb Bio (NASDAQ:CLYM) outlined its clinical development strategy and upcoming data readouts during a fireside chat at H.C. Wainwright’s BioConnect Conference, with management emphasizing two biologic drug programs aimed at immune-mediated... More of this article »
Sierra Summit Advisors LLC Acquires Shares of 3,490 HCI Group, Inc. $HCI
Sierra Summit Advisors LLC acquired a new stake in HCI Group, Inc. (NYSE:HCI – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Northwestern Mutual Wealth Management Co. Lowers Position in iShares S&P Small-Cap 600 Value ETF $IJS
Northwestern Mutual Wealth Management Co. cut its holdings in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 72.1% in the 4th quarter, HoldingsChannel reports. The firm owned 106,182 shares... More of this article »
Leonteq Securities AG Purchases Shares of 1,700 EMCOR Group, Inc. $EME
Leonteq Securities AG bought a new position in EMCOR Group, Inc. (NYSE:EME – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 1,700 shares... More of this article »
Omnicell (NASDAQ:OMCL) EVP Sells $217,180.50 in Stock
Omnicell, Inc. (NASDAQ:OMCL – Get Free Report) EVP Corey Manley sold 5,025 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $43.22, for a total transaction of... More of this article »
The Estee Lauder Companies Inc. $EL Shares Bought by Rathbones Group PLC
Rathbones Group PLC boosted its holdings in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) by 13.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Leonteq Securities AG Acquires New Holdings in Warner Bros. Discovery, Inc. $WBD
Leonteq Securities AG acquired a new stake in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »