Home » Author Archive
Evercore Wealth Management LLC Acquires 217,918 Shares of Vanguard FTSE All-World ex-US ETF $VEU
Evercore Wealth Management LLC boosted its holdings in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 56.9% during the first quarter, according to the company in its most recent disclosure with the... More of this article »
Mittelman Wealth Management Lowers Position in iShares 1-5 Year Investment Grade Corporate Bond ETF $IGSB
Mittelman Wealth Management decreased its holdings in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Free Report) by 8.3% in the first quarter, according to its most recent filing with the Securities and... More of this article »
Quantinno Capital Management LP Purchases 822,299 Shares of AT&T Inc. $T
Quantinno Capital Management LP grew its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 34.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
The Manufacturers Life Insurance Company Sells 326,383 Shares of Enbridge Inc $ENB
The Manufacturers Life Insurance Company trimmed its holdings in shares of Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 2.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Estuary Capital Management LP Makes New $38.61 Million Investment in Oracle Corporation $ORCL
Estuary Capital Management LP acquired a new position in shares of Oracle Corporation (NYSE:ORCL – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
The Manufacturers Life Insurance Company Cuts Position in Vertex Pharmaceuticals Incorporated $VRTX
The Manufacturers Life Insurance Company lowered its holdings in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 0.8% during the first quarter, according to its most recent disclosure with the Securities... More of this article »
Mastercard Incorporated $MA Shares Sold by The Manufacturers Life Insurance Company
The Manufacturers Life Insurance Company reduced its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 20.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
The Manufacturers Life Insurance Company Increases Stock Position in Cencora, Inc. $COR
The Manufacturers Life Insurance Company increased its holdings in Cencora, Inc. (NYSE:COR – Free Report) by 21.0% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
XOMA (XOMAP) Projected to Release Quarterly Earnings on Thursday
XOMA (NASDAQ:XOMAP – Get Free Report) is expected to issue its resultson Thursday, July 30th. Analysts expect the company to announce earnings of $0.1761 per share and revenue of $13.91 million for the quarter. XOMA Stock Performance NASDAQ:XOMAP... More of this article »
Research Analysts’ Recent Ratings Changes for Grupo Aeromexico (AERO)
A number of research firms have changed their ratings and price targets for Grupo Aeromexico (NYSE: AERO): 7/28/2026 – Grupo Aeromexico was downgraded by Wall Street Zen from “buy” to “hold”. 7/20/2026... More of this article »
Socorro Asset Management LP Has $7.03 Million Position in The Home Depot, Inc. $HD
Socorro Asset Management LP lessened its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 12.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Estuary Capital Management LP Has $29.88 Million Stock Holdings in Fox Factory Holding Corp. $FOXF
Estuary Capital Management LP lifted its position in Fox Factory Holding Corp. (NASDAQ:FOXF – Free Report) by 15.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
KCM Investment Advisors LLC Sells 1,005 Shares of Applied Materials, Inc. $AMAT
KCM Investment Advisors LLC lowered its holdings in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 2.3% in the 1st quarter, HoldingsChannel.com reports. The firm owned 43,545 shares of the manufacturing equipment... More of this article »
Infrastructure Capital Advisors LLC Buys New Holdings in KB Home $KBH
Infrastructure Capital Advisors LLC bought a new position in KB Home (NYSE:KBH – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm bought 10,130 shares of the construction company’s stock, valued at... More of this article »
Infrastructure Capital Advisors LLC Buys Shares of 28,966 HF Sinclair Corporation $DINO
Infrastructure Capital Advisors LLC bought a new position in HF Sinclair Corporation (NYSE:DINO – Free Report) in the 1st quarter, HoldingsChannel reports. The fund bought 28,966 shares of the company’s stock, valued at... More of this article »
Hewlett Packard Enterprise Company $HPE is Hawk Ridge Capital Management LP’s 10th Largest Position
Hawk Ridge Capital Management LP boosted its holdings in Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) by 53.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
AMETEK (AME) Projected to Release Quarterly Earnings on Tuesday
AMETEK (NYSE:AME – Get Free Report) is anticipated to issue its Q2 2026 results before the market opens on Tuesday, August 4th. Analysts expect the company to post earnings of $1.99 per share and revenue of $1.9540 billion for... More of this article »
Saba Capital Management L.P. Has $2.54 Million Stock Holdings in SkyAI, Inc. Common Stock $SKYA
Saba Capital Management L.P. raised its position in SkyAI, Inc. Common Stock (NASDAQ:SKYA – Free Report) by 645.7% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 1,511,988 shares... More of this article »
Quantinno Capital Management LP Boosts Stock Position in Intuitive Surgical, Inc. $ISRG
Quantinno Capital Management LP increased its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 18.1% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 224,448... More of this article »
Lombard Odier Asset Management Switzerland SA Purchases Shares of 4,834 The Allstate Corporation $ALL
Lombard Odier Asset Management Switzerland SA purchased a new stake in The Allstate Corporation (NYSE:ALL – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased... More of this article »
Waverly Advisors LLC Has $9.28 Million Stock Position in iShares Treasury Floating Rate Bond ETF $TFLO
Waverly Advisors LLC cut its holdings in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 17.8% in the first quarter, Holdings Channel reports. The institutional investor owned 183,323 shares... More of this article »
Shoals Technologies Group, Inc. (NASDAQ:SHLS) Receives Consensus Recommendation of “Moderate Buy” from Analysts
Shoals Technologies Group, Inc. (NASDAQ:SHLS – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the sixteen research firms that are presently covering the stock, MarketBeat Ratings... More of this article »
Meta Platforms, Inc. $META Shares Sold by Mizuho Markets Americas LLC
Mizuho Markets Americas LLC lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 47.2% during the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Brokerages Set Aritzia Inc. (TSE:ATZ) Target Price at C$183.13
Aritzia Inc. (TSE:ATZ – Get Free Report) has received an average rating of “Moderate Buy” from the fifteen research firms that are covering the stock, Marketbeat reports. Two equities research analysts have rated... More of this article »
Quantinno Capital Management LP Boosts Stake in Masco Corporation $MAS
Quantinno Capital Management LP increased its holdings in shares of Masco Corporation (NYSE:MAS – Free Report) by 52.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Excelsior Advisor Network LLC Invests $6.90 Million in First Financial Bankshares, Inc. $FFIN
Excelsior Advisor Network LLC acquired a new stake in First Financial Bankshares, Inc. (NASDAQ:FFIN – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Excelsior Advisor Network LLC Grows Stock Holdings in Vanguard Dividend Appreciation ETF $VIG
Excelsior Advisor Network LLC grew its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 31.8% during the first quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Short Interest in SGS SA (OTCMKTS:SGSOY) Declines By 51.3%
SGS SA (OTCMKTS:SGSOY – Get Free Report) saw a large drop in short interest in the month of July. As of July 15th, there was short interest totaling 38,889 shares, a drop of 51.3% from the June 30th total of 79,844 shares. Approximately... More of this article »
Terna Rete Elettrica Nazionale SpA Unsponsored ADR (OTCMKTS:TEZNY) Short Interest Update
Terna Rete Elettrica Nazionale SpA Unsponsored ADR (OTCMKTS:TEZNY – Get Free Report) was the recipient of a large growth in short interest during the month of July. As of July 15th, there was short interest totaling 19,203 shares,... More of this article »
Mirum Pharmaceuticals (MIRM) Expected to Announce Earnings on Thursday
Mirum Pharmaceuticals (NASDAQ:MIRM – Get Free Report) is expected to issue its Q2 2026 results after the market closes on Thursday, July 30th. Analysts expect the company to post earnings of ($0.7279) per share and revenue of... More of this article »
Polar Asset Management Partners Inc. Makes New $2.15 Million Investment in Lazard, Inc. $LAZ
Polar Asset Management Partners Inc. acquired a new stake in shares of Lazard, Inc. (NYSE:LAZ – Free Report) in the 1st quarter, according to its most recent 13F filing with the SEC. The fund acquired 50,674 shares of the asset... More of this article »
Polar Asset Management Partners Inc. Acquires 30,000 Shares of HudBay Minerals Inc $HBM
Polar Asset Management Partners Inc. lifted its holdings in shares of HudBay Minerals Inc (NYSE:HBM – Free Report) (TSE:HBM) by 37.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Polar Asset Management Partners Inc. Sells 200,801 Shares of Karat Packaging Inc. $KRT
Polar Asset Management Partners Inc. trimmed its position in shares of Karat Packaging Inc. (NASDAQ:KRT – Free Report) by 63.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Gateway Wealth Partners LLC Buys 89,131 Shares of Franklin Income Focus ETF $INCM
Gateway Wealth Partners LLC lifted its stake in Franklin Income Focus ETF (NYSEARCA:INCM – Free Report) by 258.4% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Gateway Wealth Partners LLC Purchases 17,051 Shares of SPDR Portfolio S&P 400 Mid Cap ETF $SPMD
Gateway Wealth Partners LLC lifted its position in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 92.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Gateway Wealth Partners LLC Has $3.89 Million Stock Position in iShares Core U.S. Aggregate Bond ETF $AGG
Gateway Wealth Partners LLC raised its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 362.8% in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Gateway Wealth Partners LLC Purchases 71,709 Shares of Capital Group Municipal High-Income ETF $CGHM
Gateway Wealth Partners LLC lifted its holdings in Capital Group Municipal High-Income ETF (NYSEARCA:CGHM – Free Report) by 204.8% during the first quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Gateway Wealth Partners LLC Makes New $2.52 Million Investment in Vanguard Mid-Cap Growth ETF $VOT
Gateway Wealth Partners LLC purchased a new stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
iShares Core S&P Mid-Cap ETF $IJH Shares Bought by Gateway Wealth Partners LLC
Gateway Wealth Partners LLC grew its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 174.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
RiverNorth Managed Duration Municipal Income Fund II, Inc. $RMMZ Shares Bought by Gateway Wealth Partners LLC
Gateway Wealth Partners LLC raised its stake in RiverNorth Managed Duration Municipal Income Fund II, Inc. (NYSEARCA:RMMZ – Free Report) by 120.8% during the 1st quarter, according to its most recent filing with the Securities... More of this article »
Saba Capital Management L.P. Invests $5.04 Million in BlackRock Tchnlgy nd Prvt Eqty Trm Trst $BTX
Saba Capital Management L.P. bought a new stake in BlackRock Tchnlgy nd Prvt Eqty Trm Trst (NYSE:BTX – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
SummitTX Capital L.P. Increases Holdings in Skyworks Solutions, Inc. $SWKS
SummitTX Capital L.P. boosted its stake in Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 230.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Diamondback Energy, Inc. $FANG Holdings Reduced by Healthcare of Ontario Pension Plan Trust Fund
Healthcare of Ontario Pension Plan Trust Fund lowered its position in Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 9.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 86,162 shares of the oil... More of this article »
SummitTX Capital L.P. Buys 6,816 Shares of M/I Homes, Inc. $MHO
SummitTX Capital L.P. lifted its stake in shares of M/I Homes, Inc. (NYSE:MHO – Free Report) by 19.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Altria Group, Inc. $MO Shares Acquired by Lazard Asset Management LLC
Lazard Asset Management LLC lifted its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 32.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Lazard Asset Management LLC Acquires Shares of 2,750,811 The Campbell’s Company $CPB
Lazard Asset Management LLC bought a new position in shares of The Campbell’s Company (NASDAQ:CPB – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought... More of this article »
Booking Holdings Inc. $BKNG Shares Acquired by Lazard Asset Management LLC
Lazard Asset Management LLC grew its position in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 59.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Lazard Asset Management LLC Increases Stake in Xylem Inc. $XYL
Lazard Asset Management LLC grew its position in Xylem Inc. (NYSE:XYL – Free Report) by 1.4% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 734,566 shares of the industrial products... More of this article »