Home » Author Archive
1,411 Shares in IDEXX Laboratories, Inc. $IDXX Bought by True North Advisors LLC
True North Advisors LLC purchased a new stake in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
SEB Asset Management AB Purchases Shares of 1,829,153 Deutsche Bank Aktiengesellschaft $DB
SEB Asset Management AB acquired a new stake in Deutsche Bank Aktiengesellschaft (NYSE:DB – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Regents Gate Capital LLP Makes New Investment in Martin Marietta Materials, Inc. $MLM
Regents Gate Capital LLP acquired a new position in Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 5,054... More of this article »
Wealthfront Advisers LLC Buys 2,377 Shares of Dover Corporation $DOV
Wealthfront Advisers LLC lifted its position in Dover Corporation (NYSE:DOV – Free Report) by 8.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
AppLovin Corporation $APP Shares Bought by Swiss National Bank
Swiss National Bank raised its stake in AppLovin Corporation (NASDAQ:APP – Free Report) by 7.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Vision Retirement LLC Takes Position in Nova Ltd. $NVMI
Vision Retirement LLC bought a new position in Nova Ltd. (NASDAQ:NVMI – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought... More of this article »
World Equity Group Inc. Buys 5,351 Shares of Goldman Sachs MarketBeta U.S. Equity ETF $GSUS
World Equity Group Inc. raised its stake in shares of Goldman Sachs MarketBeta U.S. Equity ETF (BATS:GSUS – Free Report) by 86.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Citizens Financial Group, Inc. $CFG Shares Sold by Valley Wealth Managers Inc.
Valley Wealth Managers Inc. cut its position in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 3.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NYSEARCA:NUSA) Short Interest Update
Nuveen ESG 1-5 Year U.S. Aggregate Bond ETF (NYSEARCA:NUSA – Get Free Report) was the target of a large drop in short interest in the month of June. As of June 30th, there was short interest totaling 4,506 shares, a drop of... More of this article »
Oatly Group AB Sponsored ADR (NASDAQ:OTLY) Receives $14.64 Consensus Target Price from Brokerages
Oatly Group AB Sponsored ADR (NASDAQ:OTLY – Get Free Report) has earned an average recommendation of “Hold” from the six ratings firms that are presently covering the firm, Marketbeat.com reports. One research analyst... More of this article »
Aeluma, Inc. (NASDAQ:ALMU) Receives $25.33 Average PT from Brokerages
Shares of Aeluma, Inc. (NASDAQ:ALMU – Get Free Report) have been given an average rating of “Moderate Buy” by the four research firms that are presently covering the stock, Marketbeat Ratings reports. One investment... More of this article »
Spartan Wealth Advisory Services LLC Invests $2.21 Million in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY
Spartan Wealth Advisory Services LLC purchased a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) during the 1st quarter, according to the company in its most recent 13F filing... More of this article »
Spartan Wealth Advisory Services LLC Takes $1.96 Million Position in Norfolk Southern Corporation $NSC
Spartan Wealth Advisory Services LLC purchased a new position in shares of Norfolk Southern Corporation (NYSE:NSC – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Caterpillar Inc. $CAT Stake Boosted by Mediolanum International Funds Ltd
Mediolanum International Funds Ltd boosted its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 13.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Spartan Wealth Advisory Services LLC Buys New Stake in Franklin Income Focus ETF $INCM
Spartan Wealth Advisory Services LLC purchased a new position in Franklin Income Focus ETF (NYSEARCA:INCM – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Performa Ltd US LLC Buys New Stake in SPDR S&P Software & Services ETF $XSW
Performa Ltd US LLC purchased a new position in shares of SPDR S&P Software & Services ETF (NYSEARCA:XSW – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
PPG Industries, Inc. $PPG Shares Acquired by Heartland Advisors Inc.
Heartland Advisors Inc. grew its holdings in PPG Industries, Inc. (NYSE:PPG – Free Report) by 71.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 64,765 shares of... More of this article »
Kinsale Capital Group Inc. Increases Holdings in Amgen Inc. $AMGN
Kinsale Capital Group Inc. raised its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 4.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Kinsale Capital Group Inc. Acquires 9,546 Shares of Williams Companies, Inc. (The) $WMB
Kinsale Capital Group Inc. increased its holdings in shares of Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 4.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Northern Trust Corporation $NTRS Shares Sold by Heartland Advisors Inc.
Heartland Advisors Inc. trimmed its position in Northern Trust Corporation (NASDAQ:NTRS – Free Report) by 36.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
SteelPeak Wealth LLC Trims Stock Holdings in iShares 20+ Year Treasury Bond ETF $TLT
SteelPeak Wealth LLC lowered its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 72.8% in the first quarter, HoldingsChannel.com reports. The fund owned 5,450 shares of the exchange traded... More of this article »
Hershey Financial Advisers LLC Invests $502,000 in iShares Russell Top 200 Growth ETF $IWY
Hershey Financial Advisers LLC acquired a new position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) during the first quarter, according to the company in its most recent filing with the SEC. The fund acquired... More of this article »
Heartland Advisors Inc. Acquires 48,346 Shares of Stifel Financial Corporation $SF
Heartland Advisors Inc. boosted its holdings in shares of Stifel Financial Corporation (NYSE:SF – Free Report) by 56.3% in the first quarter, according to its most recent filing with the SEC. The firm owned 134,153 shares of... More of this article »
Equity Residential (NYSE:EQR) Receives $70.80 Consensus Target Price from Brokerages
Equity Residential (NYSE:EQR – Get Free Report) has received a consensus recommendation of “Hold” from the twenty-three research firms that are currently covering the company, Marketbeat reports. Fourteen research... More of this article »
Kinsale Capital Group Inc. Acquires 6,798 Shares of Old Dominion Freight Line, Inc. $ODFL
Kinsale Capital Group Inc. lifted its stake in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 16.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Tandem Wealth Advisors LLC Sells 24,422 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Tandem Wealth Advisors LLC trimmed its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.6% during the first quarter, according to its most recent disclosure with the Securities &... More of this article »
Tandem Wealth Advisors LLC Sells 49,501 Shares of iShares MBS ETF $MBB
Tandem Wealth Advisors LLC reduced its position in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 28.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Hsbc Holdings PLC Has $113.14 Million Stock Position in iShares Core S&P 500 ETF $IVV
Hsbc Holdings PLC cut its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 90.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Independent Financial Group LLC Takes $2.81 Million Position in Phillips Edison & Company, Inc. $PECO
Independent Financial Group LLC acquired a new position in Phillips Edison & Company, Inc. (NASDAQ:PECO – Free Report) during the 1st quarter, HoldingsChannel.com reports. The institutional investor acquired 75,071 shares... More of this article »
Wealthfront Advisers LLC Has $5.54 Million Stock Position in Air Products and Chemicals, Inc. $APD
Wealthfront Advisers LLC lifted its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 18.4% in the 1st quarter, HoldingsChannel reports. The fund owned 19,074 shares of the basic materials company’s... More of this article »
Sparta 24 Ltd. Takes $2.94 Million Position in Doximity, Inc. $DOCS
Sparta 24 Ltd. bought a new position in shares of Doximity, Inc. (NYSE:DOCS – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor ... More of this article »
Vanguard Short-Term Corporate Bond ETF $VCSH Shares Purchased by Sterling Financial Planning Inc.
Sterling Financial Planning Inc. raised its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 19.5% during the 1st quarter, according to its most recent 13F filing with the Securities... More of this article »
Snowflake Inc. $SNOW Shares Sold by Jennison Associates LLC
Jennison Associates LLC decreased its holdings in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 38.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Fertilizer Stocks Worth Watching – July 18th
CF Industries, Mosaic, Nutrien, CVR Energy, and Lsb Industries are the five Fertilizer stocks to watch today, according to MarketBeat’s stock screener tool. “Fertilizer stocks” are shares of publicly traded companies that... More of this article »
Shopify Inc. (NASDAQ:SHOP) Receives $157.03 Consensus PT from Analysts
Shopify Inc. (NASDAQ:SHOP – Get Free Report) (TSE:SHOP) has earned an average recommendation of “Moderate Buy” from the forty-five brokerages that are currently covering the stock, Marketbeat reports. Ten investment... More of this article »
Jennison Associates LLC Takes Position in Elbit Systems Ltd. $ESLT
Jennison Associates LLC bought a new position in Elbit Systems Ltd. (NASDAQ:ESLT – Free Report) in the first quarter, HoldingsChannel reports. The firm bought 150,909 shares of the aerospace company’s stock, valued at... More of this article »Jennison Associates LLC Sells 517,945 Shares of Tarsus Pharmaceuticals, Inc. $TARS
Jennison Associates LLC lessened its stake in shares of Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS – Free Report) by 23.2% in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Sanctuary Advisors LLC Has $6.10 Million Stock Holdings in SPDR Portfolio Intermediate Term Treasury ETF $SPTI
Sanctuary Advisors LLC grew its stake in shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) by 34.7% in the first quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Legacy Capital Group California Inc. Has $1.99 Million Stock Position in JPMorgan Chase & Co. $JPM
Legacy Capital Group California Inc. cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 50.5% in the 1st quarter, Holdings Channel reports. The institutional investor owned 6,771 shares of the financial services provider’s... More of this article »
Texas Instruments Incorporated $TXN Shares Bought by Jennison Associates LLC
Jennison Associates LLC grew its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 12.7% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Jennison Associates LLC Reduces Holdings in AbbVie Inc. $ABBV
Jennison Associates LLC decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 10.5% during the first quarter, HoldingsChannel reports. The fund owned 1,062,732 shares of the company’s stock after... More of this article »Kesler Norman & Wride LLC Has $567,000 Position in iShares Semiconductor ETF $SOXX
Kesler Norman & Wride LLC increased its stake in shares of iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 155.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Modera Wealth Management LLC Has $2.79 Million Stock Position in The Goldman Sachs Group, Inc. $GS
Modera Wealth Management LLC decreased its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 21.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Fiserv, Inc. $FISV Shares Acquired by Principal Financial Group Inc.
Principal Financial Group Inc. increased its holdings in shares of Fiserv, Inc. (NASDAQ:FISV – Free Report) by 2.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Simon Quick Advisors LLC Has $1.49 Million Stock Holdings in Coinbase Global, Inc. $COIN
Simon Quick Advisors LLC boosted its holdings in shares of Coinbase Global, Inc. (NASDAQ:COIN) by 392.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
ManpowerGroup Inc. $MAN Position Boosted by Kera Capital Partners Inc.
Kera Capital Partners Inc. increased its holdings in ManpowerGroup Inc. (NYSE:MAN – Free Report) by 203.5% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 19,985 shares of the business services... More of this article »
Short Interest in Forrester Research, Inc. (NASDAQ:FORR) Drops By 37.5%
Forrester Research, Inc. (NASDAQ:FORR – Get Free Report) was the target of a large drop in short interest during the month of June. As of June 30th, there was short interest totaling 680,770 shares, a drop of 37.5% from the... More of this article »
6,096 Shares in Strategy Inc $MSTR Bought by SteelPeak Wealth LLC
SteelPeak Wealth LLC acquired a new position in Strategy Inc (NASDAQ:MSTR – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
