Home » Author Archive

Image for Thrivent Financial for Lutherans Makes New Investment in Franklin U.S. Mid Cap Multifactor Index ETF $FLQM

Thrivent Financial for Lutherans Makes New Investment in Franklin U.S. Mid Cap Multifactor Index ETF $FLQM

Thrivent Financial for Lutherans acquired a new position in shares of Franklin U.S. Mid Cap Multifactor Index ETF (BATS:FLQM – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Hilltop Holdings Inc. $HTH Shares Purchased by Thrivent Financial for Lutherans

Hilltop Holdings Inc. $HTH Shares Purchased by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans lifted its position in Hilltop Holdings Inc. (NYSE:HTH – Free Report) by 156.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Narus Financial Partners LLC Has $428,000 Stake in Deckers Outdoor Corporation $DECK

Narus Financial Partners LLC Has $428,000 Stake in Deckers Outdoor Corporation $DECK

Narus Financial Partners LLC trimmed its holdings in shares of Deckers Outdoor Corporation (NYSE:DECK – Free Report) by 75.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,130 shares of... More of this article »
Image for RHL Group LLC Invests $1.28 Million in SoFi Technologies, Inc. $SOFI

RHL Group LLC Invests $1.28 Million in SoFi Technologies, Inc. $SOFI

RHL Group LLC purchased a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – 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 Morningstar Investment Management LLC Trims Stock Holdings in Union Pacific Corporation $UNP

Morningstar Investment Management LLC Trims Stock Holdings in Union Pacific Corporation $UNP

Morningstar Investment Management LLC trimmed its position in Union Pacific Corporation (NYSE:UNP – Free Report) by 36.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for UBS Group AG Lowers Stock Position in Appian Corporation $APPN

UBS Group AG Lowers Stock Position in Appian Corporation $APPN

UBS Group AG reduced its stake in Appian Corporation (NASDAQ:APPN – Free Report) by 58.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for UBS Group AG Cuts Stock Position in Stitch Fix, Inc. $SFIX

UBS Group AG Cuts Stock Position in Stitch Fix, Inc. $SFIX

UBS Group AG cut its stake in shares of Stitch Fix, Inc. (NASDAQ:SFIX – Free Report) by 28.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 653,719... More of this article »
Image for UBS Group AG Cuts Stock Position in Marqeta, Inc. $MQ

UBS Group AG Cuts Stock Position in Marqeta, Inc. $MQ

UBS Group AG lowered its stake in Marqeta, Inc. (NASDAQ:MQ – Free Report) by 39.7% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 686,477 shares of the... More of this article »
Image for Stevanato Group S.p.A. $STVN Position Lessened by UBS Group AG

Stevanato Group S.p.A. $STVN Position Lessened by UBS Group AG

UBS Group AG trimmed its position in shares of Stevanato Group S.p.A. (NYSE:STVN – Free Report) by 47.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for True Link Financial Advisors LLC Has $1.29 Million Stock Position in Apple Inc. $AAPL

True Link Financial Advisors LLC Has $1.29 Million Stock Position in Apple Inc. $AAPL

True Link Financial Advisors LLC lifted its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 56.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Sectoral Asset Management Inc. Has $647,000 Stock Holdings in BioMarin Pharmaceutical Inc. $BMRN

Sectoral Asset Management Inc. Has $647,000 Stock Holdings in BioMarin Pharmaceutical Inc. $BMRN

Sectoral Asset Management Inc. cut its stake in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN – Free Report) by 56.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Nicola Wealth Management LTD. Has $5.56 Million Stake in Brink’s Company (The) $BCO

Nicola Wealth Management LTD. Has $5.56 Million Stake in Brink’s Company (The) $BCO

Nicola Wealth Management LTD. boosted its holdings in shares of Brink’s Company (The) (NYSE:BCO – Free Report) by 14.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 47,600 shares of... More of this article »
Image for CocaCola Company (The) $KO Shares Sold by Nicola Wealth Management LTD.

CocaCola Company (The) $KO Shares Sold by Nicola Wealth Management LTD.

Nicola Wealth Management LTD. lowered its holdings in CocaCola Company (The) (NYSE:KO – Free Report) by 8.1% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 170,000... More of this article »
Image for General Motors Company $GM Shares Sold by Kazazian Asset Management LLC

General Motors Company $GM Shares Sold by Kazazian Asset Management LLC

Kazazian Asset Management LLC lessened its holdings in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 41.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Sensible Money LLC Raises Holdings in Dimensional Emerging Markets Value ETF $DFEV

Sensible Money LLC Raises Holdings in Dimensional Emerging Markets Value ETF $DFEV

Sensible Money LLC boosted its stake in shares of Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV – Free Report) by 2.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Nicola Wealth Management LTD. Has $110.15 Million Holdings in TC Energy Corporation $TRP

Nicola Wealth Management LTD. Has $110.15 Million Holdings in TC Energy Corporation $TRP

Nicola Wealth Management LTD. lowered its stake in TC Energy Corporation (NYSE:TRP – Free Report) (TSE:TRP) by 13.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Interactive Financial Advisors Inc. Sells 14,265 Shares of Vanguard FTSE Developed Markets ETF $VEA

Interactive Financial Advisors Inc. Sells 14,265 Shares of Vanguard FTSE Developed Markets ETF $VEA

Interactive Financial Advisors Inc. lowered its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 7.8% during the fourth quarter, Holdings Channel reports. The firm owned 169,363 shares of the company’s... More of this article »
Image for Morningstar Investment Management LLC Boosts Stake in Amcor PLC $AMCR

Morningstar Investment Management LLC Boosts Stake in Amcor PLC $AMCR

Morningstar Investment Management LLC lifted its holdings in Amcor PLC (NYSE:AMCR – Free Report) by 15.0% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 449,457 shares of the company’s... More of this article »
Image for Morningstar Investment Management LLC Has $3.21 Million Stock Holdings in BCE, Inc. $BCE

Morningstar Investment Management LLC Has $3.21 Million Stock Holdings in BCE, Inc. $BCE

Morningstar Investment Management LLC trimmed its position in BCE, Inc. (NYSE:BCE – Free Report) (TSE:BCE) by 37.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Morningstar Investment Management LLC Increases Stock Holdings in Air Products and Chemicals, Inc. $APD

Morningstar Investment Management LLC Increases Stock Holdings in Air Products and Chemicals, Inc. $APD

Morningstar Investment Management LLC grew its position in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 13.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 16,124 shares of... More of this article »
Image for Kuhn & Co Investment Counsel Increases Stock Position in Netflix, Inc. $NFLX

Kuhn & Co Investment Counsel Increases Stock Position in Netflix, Inc. $NFLX

Kuhn & Co Investment Counsel increased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 943.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Glenview Trust Co Sells 2,710 Shares of Valero Energy Corporation $VLO

Glenview Trust Co Sells 2,710 Shares of Valero Energy Corporation $VLO

Glenview Trust Co reduced its stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 5.0% in the fourth quarter, Holdings Channel reports. The fund owned 51,412 shares of the oil and gas company’s stock... More of this article »
Image for Redstone Wealth Management LLC Takes Position in Invesco S&P 500 Equal Weight Consumer Staples ETF $RSPS

Redstone Wealth Management LLC Takes Position in Invesco S&P 500 Equal Weight Consumer Staples ETF $RSPS

Redstone Wealth Management LLC acquired a new stake in shares of Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEARCA:RSPS – Free Report) in the fourth quarter, according to its most recent filing with the Securities... More of this article »
Image for Redstone Wealth Management LLC Takes Position in iShares U.S. Technology ETF $IYW

Redstone Wealth Management LLC Takes Position in iShares U.S. Technology ETF $IYW

Redstone Wealth Management LLC acquired a new stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 6,277 shares of the exchange traded fund’s... More of this article »
Image for Jefferies Financial Group Inc. Cuts Stake in Incyte Corporation $INCY

Jefferies Financial Group Inc. Cuts Stake in Incyte Corporation $INCY

Jefferies Financial Group Inc. lowered its position in shares of Incyte Corporation (NASDAQ:INCY – Free Report) by 24.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 108,942 shares of the... More of this article »
Image for Schwab US Broad Market ETF $SCHB Stock Position Reduced by HBK Sorce Advisory LLC

Schwab US Broad Market ETF $SCHB Stock Position Reduced by HBK Sorce Advisory LLC

HBK Sorce Advisory LLC lessened its holdings in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 1.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Comparing First Northern Community Bancorp (NASDAQ:FNRN) & HomeTrust Bancshares (NYSE:HTB)

Comparing First Northern Community Bancorp (NASDAQ:FNRN) & HomeTrust Bancshares (NYSE:HTB)

First Northern Community Bancorp (NASDAQ:FNRN – Get Free Report) and HomeTrust Bancshares (NYSE:HTB – Get Free Report) are both small-cap financial services companies, but which is the better business? We will contrast... More of this article »
Image for Promising Toy Stocks To Watch Now – May 24th

Promising Toy Stocks To Watch Now – May 24th

Hasbro, Toyota Motor, Mattel, MINISO Group, and TOYO are the five Toy stocks to watch today, according to MarketBeat’s stock screener tool. “Toy stocks” is a slang term some stock market investors use to describe shares... More of this article »
Image for Hantz Financial Services Inc. Has $12.43 Million Stake in DTE Energy Company $DTE

Hantz Financial Services Inc. Has $12.43 Million Stake in DTE Energy Company $DTE

Hantz Financial Services Inc. grew its position in DTE Energy Company (NYSE:DTE – Free Report) by 88.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for LSV Asset Management Decreases Stock Holdings in The Mosaic Company $MOS

LSV Asset Management Decreases Stock Holdings in The Mosaic Company $MOS

LSV Asset Management reduced its holdings in shares of The Mosaic Company (NYSE:MOS – Free Report) by 16.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 1,597,790 shares of the basic materials... More of this article »
Image for North Star Asset Management Inc. Buys New Holdings in Fidelity High Dividend ETF $FDVV

North Star Asset Management Inc. Buys New Holdings in Fidelity High Dividend ETF $FDVV

North Star Asset Management Inc. bought a new stake in Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 8,502 shares of the company’s stock,... More of this article »
Image for Benitec Biopharma Limited $BNTC Shares Purchased by Simplify Asset Management Inc.

Benitec Biopharma Limited $BNTC Shares Purchased by Simplify Asset Management Inc.

Simplify Asset Management Inc. increased its stake in shares of Benitec Biopharma Limited (NASDAQ:BNTC – Free Report) by 92.0% during the 4th quarter, Holdings Channel reports. The fund owned 151,163 shares of the biotechnology... More of this article »
Image for argenex SE $ARGX Shares Bought by Simplify Asset Management Inc.

argenex SE $ARGX Shares Bought by Simplify Asset Management Inc.

Simplify Asset Management Inc. lifted its stake in shares of argenex SE (NASDAQ:ARGX – Free Report) by 87.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,115 shares of the... More of this article »
Image for Prospera Financial Services Inc Has $5.85 Million Position in United Parcel Service, Inc. $UPS

Prospera Financial Services Inc Has $5.85 Million Position in United Parcel Service, Inc. $UPS

Prospera Financial Services Inc boosted its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 21.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 58,935 shares of the transportation company’s... More of this article »
Image for Brokerages Set Madison Square Garden Entertainment Corp. (NYSE:MSGE) PT at $64.33

Brokerages Set Madison Square Garden Entertainment Corp. (NYSE:MSGE) PT at $64.33

Madison Square Garden Entertainment Corp. (NYSE:MSGE – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the eight analysts that are presently covering the stock, MarketBeat reports. Four... More of this article »
Image for Legato Capital Management LLC Acquires 26,268 Shares of PDF Solutions, Inc. $PDFS

Legato Capital Management LLC Acquires 26,268 Shares of PDF Solutions, Inc. $PDFS

Legato Capital Management LLC grew its holdings in PDF Solutions, Inc. (NASDAQ:PDFS – Free Report) by 96.4% in the fourth quarter, Holdings Channel reports. The firm owned 53,530 shares of the technology company’s stock... More of this article »
Image for Varex Imaging $VREX Shares Bought by Legato Capital Management LLC

Varex Imaging $VREX Shares Bought by Legato Capital Management LLC

Legato Capital Management LLC grew its stake in shares of Varex Imaging (NASDAQ:VREX – Free Report) by 889.9% during the fourth quarter, HoldingsChannel reports. The firm owned 99,810 shares of the company’s stock after... More of this article »
Image for Ziff Davis, Inc. $ZD Position Lifted by LSV Asset Management

Ziff Davis, Inc. $ZD Position Lifted by LSV Asset Management

LSV Asset Management raised its stake in shares of Ziff Davis, Inc. (NASDAQ:ZD – Free Report) by 17.5% during the fourth quarter, HoldingsChannel reports. The fund owned 907,721 shares of the technology company’s stock... More of this article »
Image for Northwestern Mutual Wealth Management Co. Purchases 22,633 Shares of iShares Global Industrials ETF $EXI

Northwestern Mutual Wealth Management Co. Purchases 22,633 Shares of iShares Global Industrials ETF $EXI

Northwestern Mutual Wealth Management Co. grew its position in shares of iShares Global Industrials ETF (NYSEARCA:EXI – Free Report) by 18,400.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 22,756 shares... More of this article »
Image for Global Retirement Partners LLC Purchases 33,546 Shares of Capital Group Dividend Growers ETF $CGDG

Global Retirement Partners LLC Purchases 33,546 Shares of Capital Group Dividend Growers ETF $CGDG

Global Retirement Partners LLC lifted its stake in shares of Capital Group Dividend Growers ETF (NYSEARCA:CGDG – Free Report) by 330.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 43,688 shares of... More of this article »
Image for IFP Advisors Inc Has $936,000 Holdings in Archer Daniels Midland Company $ADM

IFP Advisors Inc Has $936,000 Holdings in Archer Daniels Midland Company $ADM

IFP Advisors Inc lifted its stake in shares of Archer Daniels Midland Company (NYSE:ADM – Free Report) by 113.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 16,284 shares of the company’s... More of this article »
Image for GeoSphere Capital Management LLC Purchases New Stake in ProPetro Holding Corp. $PUMP

GeoSphere Capital Management LLC Purchases New Stake in ProPetro Holding Corp. $PUMP

GeoSphere Capital Management LLC purchased a new stake in ProPetro Holding Corp. (NYSE:PUMP – 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 »
Image for Resona Asset Management Co. Ltd. Has $89,000 Stock Holdings in Pool Corporation $POOL

Resona Asset Management Co. Ltd. Has $89,000 Stock Holdings in Pool Corporation $POOL

Resona Asset Management Co. Ltd. cut its holdings in Pool Corporation (NASDAQ:POOL – Free Report) by 96.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Handelsbanken Fonder AB Sells 41,500 Shares of Clearwater Analytics Holdings, Inc. $CWAN

Handelsbanken Fonder AB Sells 41,500 Shares of Clearwater Analytics Holdings, Inc. $CWAN

Handelsbanken Fonder AB cut its holdings in shares of Clearwater Analytics Holdings, Inc. (NYSE:CWAN – Free Report) by 33.3% during the 4th quarter, Holdings Channel reports. The firm owned 83,200 shares of the company’s... More of this article »
Image for Northwestern Mutual Wealth Management Co. Sells 43,280 Shares of Waste Management, Inc. $WM

Northwestern Mutual Wealth Management Co. Sells 43,280 Shares of Waste Management, Inc. $WM

Northwestern Mutual Wealth Management Co. lowered its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 72.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Choate Investment Advisors Lowers Stock Holdings in Vanguard S&P 500 ETF $VOO

Choate Investment Advisors Lowers Stock Holdings in Vanguard S&P 500 ETF $VOO

Choate Investment Advisors cut its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 56.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Fisher Asset Management LLC Reduces Stake in Banco Santander, S.A. $SAN

Fisher Asset Management LLC Reduces Stake in Banco Santander, S.A. $SAN

Fisher Asset Management LLC lowered its stake in Banco Santander, S.A. (NYSE:SAN – Free Report) by 10.0% in the 4th quarter, HoldingsChannel reports. The fund owned 96,865,591 shares of the bank’s stock after selling 10,763,516... More of this article »
Image for Clearstead Advisors LLC Acquires 196,934 Shares of Vanguard Mortgage-Backed Securities ETF $VMBS

Clearstead Advisors LLC Acquires 196,934 Shares of Vanguard Mortgage-Backed Securities ETF $VMBS

Clearstead Advisors LLC increased its holdings in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 7.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
Image for Schwab Short-Term U.S. Treasury ETF $SCHO Stake Lowered by Clearwater Capital Advisors LLC

Schwab Short-Term U.S. Treasury ETF $SCHO Stake Lowered by Clearwater Capital Advisors LLC

Clearwater Capital Advisors LLC cut its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 78.6% in the 4th quarter, Holdings Channel reports. The firm owned 552,087 shares of the company’s... More of this article »
Image for Clearwater Capital Advisors LLC Sells 7,574 Shares of Invesco Short Term Treasury ETF $TBLL

Clearwater Capital Advisors LLC Sells 7,574 Shares of Invesco Short Term Treasury ETF $TBLL

Clearwater Capital Advisors LLC trimmed its holdings in Invesco Short Term Treasury ETF (NYSEARCA:TBLL – Free Report) by 27.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »