Home » Author Archive

Image for United Advisor Group LLC Boosts Holdings in Schwab US Small-Cap ETF $SCHA

United Advisor Group LLC Boosts Holdings in Schwab US Small-Cap ETF $SCHA

United Advisor Group LLC grew its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 94.5% in the second quarter, HoldingsChannel reports. The fund owned 107,648 shares of the company’s stock after... More of this article »
Image for Patient Square Capital LP Buys Shares of 716,000 Geron Corporation $GERN

Patient Square Capital LP Buys Shares of 716,000 Geron Corporation $GERN

Patient Square Capital LP purchased a new position in Geron Corporation (NASDAQ:GERN – Free Report) during the second quarter, Holdings Channel reports. The institutional investor purchased 716,000 shares of the biopharmaceutical... More of this article »
Image for Thrivent Financial for Lutherans Buys 220,687 Shares of Invesco S&P MidCap Quality ETF $XMHQ

Thrivent Financial for Lutherans Buys 220,687 Shares of Invesco S&P MidCap Quality ETF $XMHQ

Thrivent Financial for Lutherans grew its position in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 57.5% during the second quarter, HoldingsChannel reports. The firm owned 604,422 shares of the company’s... More of this article »
Image for Patient Square Capital LP Sells 129,140 Shares of Eyepoint Pharmaceuticals, Inc. $EYPT

Patient Square Capital LP Sells 129,140 Shares of Eyepoint Pharmaceuticals, Inc. $EYPT

Patient Square Capital LP lessened its stake in shares of Eyepoint Pharmaceuticals, Inc. (NASDAQ:EYPT – Free Report) by 8.7% during the second quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for Mirum Pharmaceuticals, Inc. $MIRM is Patient Square Capital LP’s 9th Largest Position

Mirum Pharmaceuticals, Inc. $MIRM is Patient Square Capital LP’s 9th Largest Position

Patient Square Capital LP lowered its stake in Mirum Pharmaceuticals, Inc. (NASDAQ:MIRM – Free Report) by 2.5% in the second quarter, Holdings Channel.com reports. The institutional investor owned 113,462 shares of the company’s... More of this article »
Image for Truffle Hound Capital LLC Sells 560,555 Shares of Lantronix, Inc. $LTRX

Truffle Hound Capital LLC Sells 560,555 Shares of Lantronix, Inc. $LTRX

Truffle Hound Capital LLC lowered its stake in shares of Lantronix, Inc. (NASDAQ:LTRX – Free Report) by 73.7% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 200,000 shares... More of this article »
Image for Truffle Hound Capital LLC Invests $3.10 Million in Adobe Inc. $ADBE

Truffle Hound Capital LLC Invests $3.10 Million in Adobe Inc. $ADBE

Truffle Hound Capital LLC purchased a new stake in Adobe Inc. (NASDAQ:ADBE – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 8,000 shares... More of this article »
Image for FY2025 Earnings Estimate for MDA Space Issued By Desjardins

FY2025 Earnings Estimate for MDA Space Issued By Desjardins

MDA Space Ltd. (TSE:MDA – Free Report) – Analysts at Desjardins dropped their FY2025 earnings per share (EPS) estimates for shares of MDA Space in a research note issued to investors on Sunday, November 16th. Desjardins... More of this article »
Image for Brown & Brown FY2025 EPS Forecast Raised by Zacks Research

Brown & Brown FY2025 EPS Forecast Raised by Zacks Research

Brown & Brown, Inc. (NYSE:BRO – Free Report) – Equities research analysts at Zacks Research boosted their FY2025 earnings per share estimates for shares of Brown & Brown in a research note issued on Monday, November... More of this article »
Image for Idaho Strategic Resources FY2025 EPS Decreased by Roth Capital

Idaho Strategic Resources FY2025 EPS Decreased by Roth Capital

Idaho Strategic Resources, Inc. (NYSEAMERICAN:IDR – Free Report) – Equities researchers at Roth Capital dropped their FY2025 earnings per share (EPS) estimates for Idaho Strategic Resources in a research report issued... More of this article »
Image for Voya Global Advantage and Premium Opportunity Fund (NYSEARCA:IGA) Announces $0.09 Monthly Dividend

Voya Global Advantage and Premium Opportunity Fund (NYSEARCA:IGA) Announces $0.09 Monthly Dividend

Voya Global Advantage and Premium Opportunity Fund (NYSEARCA:IGA – Get Free Report) announced a monthly dividend on Monday, November 17th. Investors of record on Monday, December 1st will be given a dividend of 0.085 per share... More of this article »
Image for Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (NYSE:DFP) Announces Monthly Dividend of $0.12

Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (NYSE:DFP) Announces Monthly Dividend of $0.12

Flaherty & Crumrine Dynamic Preferred and Income Fund Inc. (NYSE:DFP – Get Free Report) announced a monthly dividend on Friday, October 17th. Investors of record on Thursday, November 20th will be paid a dividend of 0.1223... More of this article »
Image for Permian Basin Royalty Trust (NYSE:PBT) Declares Monthly Dividend of $0.02

Permian Basin Royalty Trust (NYSE:PBT) Declares Monthly Dividend of $0.02

Permian Basin Royalty Trust (NYSE:PBT – Get Free Report) declared a monthly dividend on Monday, November 17th. Shareholders of record on Friday, November 28th will be paid a dividend of 0.0192 per share by the oil and gas producer... More of this article »
Image for Medical Properties Trust, Inc. (NYSE:MPW) Increases Dividend to $0.09 Per Share

Medical Properties Trust, Inc. (NYSE:MPW) Increases Dividend to $0.09 Per Share

Medical Properties Trust, Inc. (NYSE:MPW – Get Free Report) announced a quarterly dividend on Monday, November 17th. Investors of record on Thursday, December 11th will be paid a dividend of 0.09 per share by the real estate... More of this article »
Image for Cascades Inc. Declares Quarterly Dividend of $0.12 (TSE:CAS)

Cascades Inc. Declares Quarterly Dividend of $0.12 (TSE:CAS)

Cascades Inc. (TSE:CAS – Get Free Report) declared a quarterly dividend on Thursday, November 20th, TickerTech Dividends reports. Investors of record on Thursday, December 4th will be paid a dividend of 0.12 per share on Thursday,... More of this article »
Image for Contrasting Daktronics (NASDAQ:DAKT) & Electrovaya (OTCMKTS:EFLVF)

Contrasting Daktronics (NASDAQ:DAKT) & Electrovaya (OTCMKTS:EFLVF)

Daktronics (NASDAQ:DAKT – Get Free Report) and Electrovaya (OTCMKTS:EFLVF – Get Free Report) are both manufacturing companies, but which is the superior investment? We will contrast the two companies based on the strength... More of this article »
Image for Lomiko Metals (LMRMF) & The Competition Head to Head Review

Lomiko Metals (LMRMF) & The Competition Head to Head Review

Earnings and Valuation This table compares Lomiko Metals and its peers revenue, earnings per share and valuation. Gross Revenue Net Income Price/Earnings Ratio Lomiko Metals N/A -$1.15 million -3.86 Lomiko Metals Competitors $10.01... More of this article »
Image for The Charles Schwab Corporation $SCHW Shares Sold by Meridian Wealth Management LLC

The Charles Schwab Corporation $SCHW Shares Sold by Meridian Wealth Management LLC

Meridian Wealth Management LLC reduced its stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 18.1% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Inspire Advisors LLC Buys 13,688 Shares of Newmont Corporation $NEM

Inspire Advisors LLC Buys 13,688 Shares of Newmont Corporation $NEM

Inspire Advisors LLC raised its position in shares of Newmont Corporation (NYSE:NEM – Free Report) by 95.0% during the second quarter, HoldingsChannel reports. The fund owned 28,104 shares of the basic materials company’s... More of this article »
Image for Inspire Advisors LLC Buys 2,854 Shares of Cintas Corporation $CTAS

Inspire Advisors LLC Buys 2,854 Shares of Cintas Corporation $CTAS

Inspire Advisors LLC grew its stake in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) by 89.7% in the second quarter, HoldingsChannel.com reports. The fund owned 6,035 shares of the business services provider’s... More of this article »
Image for Inspire Advisors LLC Makes New Investment in Atlantic Union Bankshares Co. $AUB

Inspire Advisors LLC Makes New Investment in Atlantic Union Bankshares Co. $AUB

Inspire Advisors LLC bought a new stake in shares of Atlantic Union Bankshares Co. (NASDAQ:AUB – Free Report) in the 2nd quarter, Holdings Channel reports. The firm bought 97,968 shares of the company’s stock, valued at... More of this article »
Image for Purus Wealth Management LLC Makes New Investment in AbbVie Inc. $ABBV

Purus Wealth Management LLC Makes New Investment in AbbVie Inc. $ABBV

Purus Wealth Management LLC bought a new stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the 2nd quarter, Holdings Channel reports. The firm bought 1,152 shares of the company’s stock, valued at approximately... More of this article »
Image for Teradyne, Inc. $TER Shares Sold by Purus Wealth Management LLC

Teradyne, Inc. $TER Shares Sold by Purus Wealth Management LLC

Purus Wealth Management LLC reduced its position in Teradyne, Inc. (NASDAQ:TER – Free Report) by 10.3% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 11,556 shares of the company’s stock... More of this article »
Image for Vanguard Intermediate-Term Treasury ETF $VGIT is MainStreet Investment Advisors LLC’s 10th Largest Position

Vanguard Intermediate-Term Treasury ETF $VGIT is MainStreet Investment Advisors LLC’s 10th Largest Position

MainStreet Investment Advisors LLC increased its holdings in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 30.7% during the second quarter, according to the company in its most recent disclosure... More of this article »
Image for MainStreet Investment Advisors LLC Sells 1,039 Shares of McDonald’s Corporation $MCD

MainStreet Investment Advisors LLC Sells 1,039 Shares of McDonald’s Corporation $MCD

MainStreet Investment Advisors LLC trimmed its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 3.0% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Western Asset High Yield Defined Opportunity Fund Inc. (HYI) to Issue Monthly Dividend of $0.10 on December 1st

Western Asset High Yield Defined Opportunity Fund Inc. (HYI) to Issue Monthly Dividend of $0.10 on December 1st

Western Asset High Yield Defined Opportunity Fund Inc. (NYSE:HYI – Get Free Report) announced a monthly dividend on Wednesday, August 6th, Wall Street Journal reports. Shareholders of record on Thursday, November 20th will be... More of this article »
Image for First American Trust FSB Sells 248 Shares of Palo Alto Networks, Inc. $PANW

First American Trust FSB Sells 248 Shares of Palo Alto Networks, Inc. $PANW

First American Trust FSB cut its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 0.6% in the second quarter, HoldingsChannel reports. The fund owned 38,121 shares of the network technology company’s... More of this article »
Image for Ontario Teachers Pension Plan Board Buys Shares of 9,267 Agree Realty Corporation $ADC

Ontario Teachers Pension Plan Board Buys Shares of 9,267 Agree Realty Corporation $ADC

Ontario Teachers Pension Plan Board bought a new stake in Agree Realty Corporation (NYSE:ADC – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for First American Trust FSB Reduces Stock Position in Oracle Corporation $ORCL

First American Trust FSB Reduces Stock Position in Oracle Corporation $ORCL

First American Trust FSB cut its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 1.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for MassRoots (MSRT) & The Competition Head-To-Head Survey

MassRoots (MSRT) & The Competition Head-To-Head Survey

Earnings & Valuation This table compares MassRoots and its competitors gross revenue, earnings per share and valuation. Gross Revenue Net Income Price/Earnings Ratio MassRoots $10,000.00 -$14.71 million 649.00 MassRoots... More of this article »
Image for Mosaic Family Wealth Partners LLC Takes $285,000 Position in SPDR Gold MiniShares Trust $GLDM

Mosaic Family Wealth Partners LLC Takes $285,000 Position in SPDR Gold MiniShares Trust $GLDM

Mosaic Family Wealth Partners LLC purchased a new position in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Intrust Bank NA Raises Holdings in Casey’s General Stores, Inc. $CASY

Intrust Bank NA Raises Holdings in Casey’s General Stores, Inc. $CASY

Intrust Bank NA lifted its holdings in Casey’s General Stores, Inc. (NASDAQ:CASY – Free Report) by 12.5% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Rothschild Investment LLC Sells 10,295 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Rothschild Investment LLC Sells 10,295 Shares of iShares 0-3 Month Treasury Bond ETF $SGOV

Rothschild Investment LLC cut its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 54.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Huntington Bancshares Incorporated $HBAN Shares Acquired by Shoker Investment Counsel Inc.

Huntington Bancshares Incorporated $HBAN Shares Acquired by Shoker Investment Counsel Inc.

Shoker Investment Counsel Inc. boosted its position in Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 1,706.3% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 200,566 shares... More of this article »
Image for Sustainable Insight Capital Management LLC Increases Stock Position in Meta Platforms, Inc. $META

Sustainable Insight Capital Management LLC Increases Stock Position in Meta Platforms, Inc. $META

Sustainable Insight Capital Management LLC lifted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 303.9% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Paragon Advisors LLC Raises Position in NVIDIA Corporation $NVDA

Paragon Advisors LLC Raises Position in NVIDIA Corporation $NVDA

Paragon Advisors LLC raised its position in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 4.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Sound Shore Management Inc CT Invests $76.60 Million in Alphabet Inc. $GOOGL

Sound Shore Management Inc CT Invests $76.60 Million in Alphabet Inc. $GOOGL

Sound Shore Management Inc CT bought a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Devon Energy Corporation $DVN Shares Bought by Police & Firemen s Retirement System of New Jersey

Devon Energy Corporation $DVN Shares Bought by Police & Firemen s Retirement System of New Jersey

Police & Firemen s Retirement System of New Jersey increased its position in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 4.0% in the second quarter, according to the company in its most recent Form 13F... More of this article »
Image for Hershey Company (The) $HSY Holdings Raised by Massachusetts Financial Services Co. MA

Hershey Company (The) $HSY Holdings Raised by Massachusetts Financial Services Co. MA

Massachusetts Financial Services Co. MA lifted its position in shares of Hershey Company (The) (NYSE:HSY – Free Report) by 5.0% during the 2nd quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for EMCOR Group, Inc. $EME Shares Bought by Raiffeisen Bank International AG

EMCOR Group, Inc. $EME Shares Bought by Raiffeisen Bank International AG

Raiffeisen Bank International AG raised its holdings in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 1.5% in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Merck & Co., Inc. $MRK Shares Acquired by Invenio Wealth Partners LLC

Merck & Co., Inc. $MRK Shares Acquired by Invenio Wealth Partners LLC

Invenio Wealth Partners LLC boosted its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 63.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Nordwand Advisors LLC Purchases New Shares in Vanguard Energy ETF $VDE

Nordwand Advisors LLC Purchases New Shares in Vanguard Energy ETF $VDE

Nordwand Advisors LLC purchased a new position in Vanguard Energy ETF (NYSEARCA:VDE – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Invenio Wealth Partners LLC Buys 749 Shares of Colgate-Palmolive Company $CL

Invenio Wealth Partners LLC Buys 749 Shares of Colgate-Palmolive Company $CL

Invenio Wealth Partners LLC raised its position in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 29.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Greykasell Wealth Strategies Inc. Trims Position in iShares MSCI USA Value Factor ETF $VLUE

Greykasell Wealth Strategies Inc. Trims Position in iShares MSCI USA Value Factor ETF $VLUE

Greykasell Wealth Strategies Inc. trimmed its position in iShares MSCI USA Value Factor ETF (BATS:VLUE – Free Report) by 18.3% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Greykasell Wealth Strategies Inc. Sells 3,761 Shares of Vanguard Intermediate-Term Bond ETF $BIV

Greykasell Wealth Strategies Inc. Sells 3,761 Shares of Vanguard Intermediate-Term Bond ETF $BIV

Greykasell Wealth Strategies Inc. trimmed its stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 69.3% in the second quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for SFI Advisors LLC Lowers Position in Vanguard Small-Cap Growth ETF $VBK

SFI Advisors LLC Lowers Position in Vanguard Small-Cap Growth ETF $VBK

SFI Advisors LLC lessened its holdings in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 63.8% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for SFI Advisors LLC Sells 1,671 Shares of iShares S&P 500 Value ETF $IVE

SFI Advisors LLC Sells 1,671 Shares of iShares S&P 500 Value ETF $IVE

SFI Advisors LLC decreased its stake in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Rockefeller Capital Management L.P. Grows Position in IDEXX Laboratories, Inc. $IDXX

Rockefeller Capital Management L.P. Grows Position in IDEXX Laboratories, Inc. $IDXX

Rockefeller Capital Management L.P. grew its position in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 6.6% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for LSV Asset Management Has $52.48 Million Holdings in Omega Healthcare Investors, Inc. $OHI

LSV Asset Management Has $52.48 Million Holdings in Omega Healthcare Investors, Inc. $OHI

LSV Asset Management decreased its holdings in shares of Omega Healthcare Investors, Inc. (NYSE:OHI – Free Report) by 10.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Mount Lucas Management LP Acquires 16,163 Shares of Quanterix Corporation $QTRX

Mount Lucas Management LP Acquires 16,163 Shares of Quanterix Corporation $QTRX

Mount Lucas Management LP increased its holdings in Quanterix Corporation (NASDAQ:QTRX – Free Report) by 36.9% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »