Home » Author Archive
Wiki Cat (WKC) Price Hits $0.0000 on Exchanges
Wiki Cat (WKC) traded down 2.6% against the US dollar during the 1-day period ending at 7:00 AM Eastern on July 2nd. During the last seven days, Wiki Cat has traded 3.3% lower against the US dollar. One Wiki Cat token can currently... More of this article »
Pictet Asset Management Holding SA Sells 9,200 Shares of Edwards Lifesciences Corporation $EW
Pictet Asset Management Holding SA decreased its holdings in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 2.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Realty Income Corporation $O Shares Purchased by Pictet Asset Management Holding SA
Pictet Asset Management Holding SA boosted its position in Realty Income Corporation (NYSE:O – Free Report) by 5.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 435,907 shares of the real... More of this article »
Pictet Asset Management Holding SA Has $23.77 Million Holdings in Fair Isaac Corporation $FICO
Pictet Asset Management Holding SA trimmed its stake in Fair Isaac Corporation (NYSE:FICO – Free Report) by 61.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Western Copper and Gold FY2026 EPS Lowered by HC Wainwright
Western Copper and Gold Corporation (NYSEAMERICAN:WRN – Free Report) (TSE:WRN) – Equities researchers at HC Wainwright dropped their FY2026 earnings estimates for Western Copper and Gold in a research note issued on Tuesday,... More of this article »
Dimensional U.S. Core Equity 2 ETF $DFAC is Squire Investment Management Company LLC’s Largest Position
Squire Investment Management Company LLC grew its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 7.1% in the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
16,300 Shares in Enterprise Products Partners L.P. $EPD Purchased by Vertrix Wealth Management LLC
Vertrix Wealth Management LLC acquired a new stake in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) in the 1st quarter, according to the company in its most recent filing with the SEC. The firm acquired 16,300 shares... More of this article »
SPDR Bloomberg 1-3 Month T-Bill ETF $BIL is TKG Advisors LLC’s 3rd Largest Position
TKG Advisors LLC increased its stake in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Free Report) by 37.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Keb Asset Management LLC Purchases 15,161 Shares of Dimensional Emerging Core Equity Market ETF $DFAE
Keb Asset Management LLC increased its position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 8.1% during the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
rebel Financial LLC Has $13.64 Million Holdings in Schwab U.S. Large-Cap Value ETF $SCHV
rebel Financial LLC cut its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Essex Financial Services Inc. Has $6.58 Million Holdings in Putnam Focused Large Cap Value ETF $PVAL
Essex Financial Services Inc. increased its position in shares of Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) by 22.2% during the first quarter, according to the company in its most recent disclosure with... More of this article »
Capital Asset Advisory Services LLC Decreases Holdings in Union Pacific Corporation $UNP
Capital Asset Advisory Services LLC trimmed its position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 50.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
IFM Investors Pty Ltd Buys 6,858 Shares of The Home Depot, Inc. $HD
IFM Investors Pty Ltd lifted its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 3.5% in the 1st quarter, HoldingsChannel.com reports. The fund owned 202,320 shares of the home improvement retailer’s stock... More of this article »
Innovator U.S. Equity Buffer ETF – October (BATS:BOCT) Short Interest Update
Innovator U.S. Equity Buffer ETF – October (BATS:BOCT – Get Free Report) saw a large increase in short interest during the month of June. As of June 15th, there was short interest totaling 3,809 shares, an increase of... More of this article »
Vanguard Total Bond Market ETF $BND is Newton One Investments LLC’s Largest Position
Newton One Investments LLC increased its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 3.5% in the 1st quarter, Holdings Channel reports. The firm owned 786,765 shares of the company’s... More of this article »
Meta Platforms, Inc. $META Shares Acquired by Border to Coast Pensions Partnership Ltd
Border to Coast Pensions Partnership Ltd boosted its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 14.0% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Cane Capital Partners LLC Sells 2,265 Shares of Micron Technology, Inc. $MU
Cane Capital Partners LLC lessened its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 45.3% in the first quarter, HoldingsChannel reports. The firm owned 2,734 shares of the semiconductor manufacturer’s... More of this article »
iA Global Asset Management Inc. Purchases 21,288 Shares of Merck & Co., Inc. $MRK
iA Global Asset Management Inc. raised its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 47.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Corundum Group Inc. Sells 2,797 Shares of Microsoft Corporation $MSFT
Corundum Group Inc. decreased its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 18.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,459 shares of... More of this article »
Kropog Financial Group LLC Buys Shares of 38,148 iShares MSCI Emerging Markets ETF $EEM
Kropog Financial Group LLC bought a new position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The fund bought 38,148... More of this article »
Amplitude (NASDAQ:AMPL) Raised to Strong-Buy at Raymond James Financial
Amplitude (NASDAQ:AMPL – Get Free Report) was upgraded by equities researchers at Raymond James Financial to a “strong-buy” rating in a research note issued to investors on Tuesday,Zacks.com reports. Several other... More of this article »
Peregrine Capital Management LLC Acquires 26,897 Shares of Ryan Specialty Holdings Inc. $RYAN
Peregrine Capital Management LLC lifted its stake in Ryan Specialty Holdings Inc. (NYSE:RYAN – Free Report) by 16.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Peregrine Capital Management LLC Sells 14,124 Shares of Renasant Corp $RNST
Peregrine Capital Management LLC lessened its stake in shares of Renasant Corp (NYSE:RNST – Free Report) by 8.8% in the first quarter, Holdings Channel reports. The institutional investor owned 146,771 shares of the company’s... More of this article »
Janney Montgomery Scott LLC Takes Position in Invesco Short Term Treasury ETF $TBLL
Janney Montgomery Scott LLC bought a new stake in shares of Invesco Short Term Treasury ETF (NYSEARCA:TBLL – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Root Financial Partners LLC Grows Holdings in Dimensional US Core Equity Market ETF $DFAU
Root Financial Partners LLC lifted its position in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 44.4% during the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Vanguard Core Bond ETF $VCRB Stock Holdings Decreased by Smithbridge Asset Management Inc. DE
Smithbridge Asset Management Inc. DE trimmed its holdings in Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) by 46.2% in the 1st quarter, HoldingsChannel reports. The firm owned 285,481 shares of the company’s stock... More of this article »
TKG Advisors LLC Sells 7,052 Shares of Packaging Corporation of America $PKG
TKG Advisors LLC reduced its stake in Packaging Corporation of America (NYSE:PKG – Free Report) by 55.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,564 shares... More of this article »
TSG Advice Partners LLC Acquires 4,508 Shares of Gilead Sciences, Inc. $GILD
TSG Advice Partners LLC boosted its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 275.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
iShares Russell 2000 ETF $IWM Shares Sold by TSG Advice Partners LLC
TSG Advice Partners LLC lowered its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 74.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
WD Rutherford LLC Invests $1.69 Million in Otis Worldwide Corporation $OTIS
WD Rutherford LLC bought a new position in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 21,965 shares... More of this article »
Pictet Asset Management Holding SA Buys 67,886 Shares of Celsius Holdings Inc. $CELH
Pictet Asset Management Holding SA increased its stake in shares of Celsius Holdings Inc. (NASDAQ:CELH – Free Report) by 11.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Pictet Asset Management Holding SA Decreases Stake in On Holding AG $ONON
Pictet Asset Management Holding SA lessened its stake in On Holding AG (NYSE:ONON – Free Report) by 3.3% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Schwab International Equity ETF $SCHF is Jacobsen Capital Management’s 6th Largest Position
Jacobsen Capital Management lessened its position in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 7.9% during the first quarter, according to the company in its most recent filing with the Securities &... More of this article »
Vertrix Wealth Management LLC Takes $4.90 Million Position in Duke Energy Corporation $DUK
Vertrix Wealth Management LLC purchased a new position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Vertrix Wealth Management LLC Takes Position in Starbucks Corporation $SBUX
Vertrix Wealth Management LLC purchased a new position in Starbucks Corporation (NASDAQ:SBUX – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
USS Investment Management Ltd Grows Stake in Realty Income Corporation $O
USS Investment Management Ltd grew its stake in shares of Realty Income Corporation (NYSE:O – Free Report) by 5.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
NavPoint Financial Inc. Has $2.76 Million Stock Position in iShares Bitcoin Trust ETF $IBIT
NavPoint Financial Inc. increased its stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 31.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 71,946 shares... More of this article »
KPP Advisory Services LLC Lowers Stock Position in Citigroup Inc. $C
KPP Advisory Services LLC cut its position in Citigroup Inc. (NYSE:C – Free Report) by 32.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Kropog Financial Group LLC Takes Position in Vanguard S&P Small-Cap 600 ETF $VIOO
Kropog Financial Group LLC purchased a new stake in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Pzena Investment Management LLC Has $163.96 Million Stock Holdings in Newell Brands Inc. $NWL
Pzena Investment Management LLC lowered its stake in Newell Brands Inc. (NASDAQ:NWL – Free Report) by 4.4% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 47,802,935... More of this article »
Meta Platforms, Inc. $META is Union Bancaire Privee UBP SA’s 10th Largest Position
Union Bancaire Privee UBP SA lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 275,337... More of this article »
Physician Wealth Advisors Inc. Has $11.74 Million Stock Position in Invesco S&P 500 Momentum ETF $SPMO
Physician Wealth Advisors Inc. grew its holdings in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 5.7% during the first quarter, Holdings Channel reports. The firm owned 104,690 shares of the company’s... More of this article »
USS Investment Management Ltd Purchases 2,218 Shares of CME Group Inc. $CME
USS Investment Management Ltd lifted its position in CME Group Inc. (NASDAQ:CME – Free Report) by 3.7% in the first quarter, Holdings Channel.com reports. The firm owned 62,117 shares of the financial services provider’s... More of this article »
SiBone $SIBN Shares Bought by Peregrine Capital Management LLC
Peregrine Capital Management LLC lifted its holdings in SiBone (NASDAQ:SIBN – Free Report) by 13.0% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 428,061... More of this article »
Comparing InnovAge (NASDAQ:INNV) & Getinge (OTCMKTS:GNGBY)
Getinge (OTCMKTS:GNGBY – Get Free Report) and InnovAge (NASDAQ:INNV – Get Free Report) are both medical companies, but which is the superior investment? We will contrast the two businesses based on the strength of their... More of this article »
Patriot Financial Group Insurance Agency LLC Makes New Investment in Royal Caribbean Cruises Ltd. $RCL
Patriot Financial Group Insurance Agency LLC purchased a new stake in Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Brokerages Set LATAM Airlines Group S.A. (NYSE:LTM) Target Price at $66.27
Shares of LATAM Airlines Group S.A. (NYSE:LTM – Get Free Report) have earned a consensus rating of “Moderate Buy” from the eight analysts that are covering the stock, Marketbeat Ratings reports. Two analysts have... More of this article »
Lancashire Holdings Limited (LON:LRE) Receives GBX 675.17 Average Price Target from Brokerages
Lancashire Holdings Limited (LON:LRE – Get Free Report) has been assigned a consensus rating of “Hold” from the seven brokerages that are presently covering the firm, Marketbeat reports. One analyst has rated the... More of this article »