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Image for Harbour Wealth Management Group Inc. Makes New $3.85 Million Investment in Apple Inc. $AAPL

Harbour Wealth Management Group Inc. Makes New $3.85 Million Investment in Apple Inc. $AAPL

Harbour Wealth Management Group Inc. acquired a new stake in Apple Inc. (NASDAQ:AAPL – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 14,178 shares... More of this article »
Image for Kera Capital Partners Inc. Acquires 6,024 Shares of Zoom Communications, Inc. $ZM

Kera Capital Partners Inc. Acquires 6,024 Shares of Zoom Communications, Inc. $ZM

Kera Capital Partners Inc. raised its holdings in Zoom Communications, Inc. (NASDAQ:ZM – Free Report) by 65.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Kera Capital Partners Inc. Raises Stock Position in Lamar Advertising Company $LAMR

Kera Capital Partners Inc. Raises Stock Position in Lamar Advertising Company $LAMR

Kera Capital Partners Inc. boosted its holdings in shares of Lamar Advertising Company (NASDAQ:LAMR – Free Report) by 96.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Kera Capital Partners Inc. Makes New $1.17 Million Investment in Illinois Tool Works Inc. $ITW

Kera Capital Partners Inc. Makes New $1.17 Million Investment in Illinois Tool Works Inc. $ITW

Kera Capital Partners Inc. bought a new stake in Illinois Tool Works Inc. (NYSE:ITW – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought... More of this article »
Image for Via Transportation (NYSE:VIA) CEO Buys $49,994.00 in Stock

Via Transportation (NYSE:VIA) CEO Buys $49,994.00 in Stock

Via Transportation Inc. (NYSE:VIA – Get Free Report) CEO Daniel Ramot acquired 3,571 shares of the business’s stock in a transaction on Tuesday, June 16th. The stock was acquired at an average price of $14.00 per share,... More of this article »
Image for Insider Selling: NextNav (NASDAQ:NN) General Counsel Sells $43,118.88 in Stock

Insider Selling: NextNav (NASDAQ:NN) General Counsel Sells $43,118.88 in Stock

NextNav Inc. (NASDAQ:NN – Get Free Report) General Counsel James Black sold 1,878 shares of the firm’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $22.96, for a total transaction... More of this article »
Image for Sit Investment Associates Inc. Buys New Holdings in Western Asset Investment Grade Income Fund Inc. $PAI

Sit Investment Associates Inc. Buys New Holdings in Western Asset Investment Grade Income Fund Inc. $PAI

Sit Investment Associates Inc. purchased a new position in shares of Western Asset Investment Grade Income Fund Inc. (NYSE:PAI – Free Report) in the fourth quarter, according to the company in its most recent filing with the... More of this article »
Image for Groupama Asset Managment Boosts Stake in Madrigal Pharmaceuticals, Inc. $MDGL

Groupama Asset Managment Boosts Stake in Madrigal Pharmaceuticals, Inc. $MDGL

Groupama Asset Managment lifted its position in Madrigal Pharmaceuticals, Inc. (NASDAQ:MDGL – Free Report) by 11.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Coastline Complete Wealth LLC Purchases Shares of 46,763 Schwab U.S. Mid-Cap ETF $SCHM

Coastline Complete Wealth LLC Purchases Shares of 46,763 Schwab U.S. Mid-Cap ETF $SCHM

Coastline Complete Wealth LLC acquired a new position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Drake & Associates LLC Cuts Position in Alliant Energy Corporation $LNT

Drake & Associates LLC Cuts Position in Alliant Energy Corporation $LNT

Drake & Associates LLC decreased its position in Alliant Energy Corporation (NASDAQ:LNT – Free Report) by 31.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Corient Private Wealth LLC Purchases 154,569 Shares of AbbVie Inc. $ABBV

Corient Private Wealth LLC Purchases 154,569 Shares of AbbVie Inc. $ABBV

Corient Private Wealth LLC grew its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 6.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for 29,297 Shares in Vanguard Short-Term Treasury ETF $VGSH Bought by Evansbrook LLC

29,297 Shares in Vanguard Short-Term Treasury ETF $VGSH Bought by Evansbrook LLC

Evansbrook LLC acquired a new position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for 129,697 Shares in ONEOK, Inc. $OKE Bought by MidFirst Bank

129,697 Shares in ONEOK, Inc. $OKE Bought by MidFirst Bank

MidFirst Bank purchased a new position in ONEOK, Inc. (NYSE:OKE – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 129,697 shares of the utilities provider’s stock,... More of this article »
Image for Lineage Point Capital LP Buys Shares of 89,000 Globa Terra Acquisition Corp $GTERA

Lineage Point Capital LP Buys Shares of 89,000 Globa Terra Acquisition Corp $GTERA

Lineage Point Capital LP bought a new position in shares of Globa Terra Acquisition Corp (NASDAQ:GTERA – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm bought 89,000 shares of the company’s... More of this article »
Image for Seven Fleet Capital Management LP Takes $3.15 Million Position in Liquidia Corporation $LQDA

Seven Fleet Capital Management LP Takes $3.15 Million Position in Liquidia Corporation $LQDA

Seven Fleet Capital Management LP acquired a new stake in shares of Liquidia Corporation (NASDAQ:LQDA – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 91,267 shares of the company’s stock,... More of this article »
Image for Lineage Point Capital LP Takes Position in Crown Reserve Acquisition Corp. I $CRAC

Lineage Point Capital LP Takes Position in Crown Reserve Acquisition Corp. I $CRAC

Lineage Point Capital LP purchased a new position in shares of Crown Reserve Acquisition Corp. I (NASDAQ:CRAC – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 766,000... More of this article »
Image for Seven Fleet Capital Management LP Makes New $897,000 Investment in Silence Therapeutics PLC Sponsored ADR $SLN

Seven Fleet Capital Management LP Makes New $897,000 Investment in Silence Therapeutics PLC Sponsored ADR $SLN

Seven Fleet Capital Management LP acquired a new stake in shares of Silence Therapeutics PLC Sponsored ADR (NASDAQ:SLN – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Lineage Point Capital LP Makes New $3.02 Million Investment in Crane Harbor Acquisition Corp. II $CRANU

Lineage Point Capital LP Makes New $3.02 Million Investment in Crane Harbor Acquisition Corp. II $CRANU

Lineage Point Capital LP purchased a new stake in Crane Harbor Acquisition Corp. II (NASDAQ:CRANU – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Seven Fleet Capital Management LP Purchases New Position in Nektar Therapeutics $NKTR

Seven Fleet Capital Management LP Purchases New Position in Nektar Therapeutics $NKTR

Seven Fleet Capital Management LP purchased a new stake in Nektar Therapeutics (NASDAQ:NKTR – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased 15,000 shares of the biopharmaceutical company’s... More of this article »
Image for Seven Fleet Capital Management LP Makes New Investment in Ascendis Pharma A/S $ASND

Seven Fleet Capital Management LP Makes New Investment in Ascendis Pharma A/S $ASND

Seven Fleet Capital Management LP acquired a new position in shares of Ascendis Pharma A/S (NASDAQ:ASND – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired... More of this article »
Image for Seven Fleet Capital Management LP Invests $306,000 in Climb Bio, Inc. $CLYM

Seven Fleet Capital Management LP Invests $306,000 in Climb Bio, Inc. $CLYM

Seven Fleet Capital Management LP acquired a new stake in Climb Bio, Inc. (NASDAQ:CLYM – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »
Image for Lineage Point Capital LP Acquires New Stake in American Exceptionalism Acquisition Corp. $AEXA

Lineage Point Capital LP Acquires New Stake in American Exceptionalism Acquisition Corp. $AEXA

Lineage Point Capital LP acquired a new stake in American Exceptionalism Acquisition Corp. (NYSE:AEXA – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 49,917 shares of the... More of this article »
Image for SG Trading Solutions LLC Makes New Investment in Banco Santander, S.A. $SAN

SG Trading Solutions LLC Makes New Investment in Banco Santander, S.A. $SAN

SG Trading Solutions LLC acquired a new stake in shares of Banco Santander, S.A. (NYSE:SAN – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Titan Investment Management LLC Makes New Investment in American Airlines Group Inc. $AAL

Titan Investment Management LLC Makes New Investment in American Airlines Group Inc. $AAL

Titan Investment Management LLC purchased a new stake in shares of American Airlines Group Inc. (NASDAQ:AAL – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased... More of this article »
Image for T. Rowe Price Investment Management Inc. Decreases Stake in Ross Stores, Inc. $ROST

T. Rowe Price Investment Management Inc. Decreases Stake in Ross Stores, Inc. $ROST

T. Rowe Price Investment Management Inc. reduced its holdings in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 32.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Vancity Investment Management Ltd Has $48.54 Million Stake in Alphabet Inc. $GOOG

Vancity Investment Management Ltd Has $48.54 Million Stake in Alphabet Inc. $GOOG

Vancity Investment Management Ltd decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Vanguard FTSE Developed Markets ETF $VEA Shares Bought by Talisman Wealth Advisors LLC

Vanguard FTSE Developed Markets ETF $VEA Shares Bought by Talisman Wealth Advisors LLC

Talisman Wealth Advisors LLC grew its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 203.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for WEX Inc. $WEX Stock Holdings Decreased by River Road Asset Management LLC

WEX Inc. $WEX Stock Holdings Decreased by River Road Asset Management LLC

River Road Asset Management LLC lowered its position in shares of WEX Inc. (NYSE:WEX – Free Report) by 1.5% during the fourth quarter, Holdings Channel reports. The fund owned 776,008 shares of the business services provider’s... More of this article »
Image for River Road Asset Management LLC Increases Position in The Cooper Companies, Inc. $COO

River Road Asset Management LLC Increases Position in The Cooper Companies, Inc. $COO

River Road Asset Management LLC grew its holdings in shares of The Cooper Companies, Inc. (NASDAQ:COO – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for River Road Asset Management LLC Sells 582,940 Shares of MDU Resources Group, Inc. $MDU

River Road Asset Management LLC Sells 582,940 Shares of MDU Resources Group, Inc. $MDU

River Road Asset Management LLC cut its stake in shares of MDU Resources Group, Inc. (NYSE:MDU – Free Report) by 11.0% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for SB Capital Management Inc Purchases Shares of 12,764 iShares Russell 1000 Value ETF $IWD

SB Capital Management Inc Purchases Shares of 12,764 iShares Russell 1000 Value ETF $IWD

SB Capital Management Inc acquired a new position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 12,764 shares of the exchange traded fund’s... More of this article »
Image for 197,080 Shares in Dimensional International High Profitability ETF $DIHP Acquired by SB Capital Management Inc

197,080 Shares in Dimensional International High Profitability ETF $DIHP Acquired by SB Capital Management Inc

SB Capital Management Inc bought a new stake in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for 3,702 Shares in Emerson Electric Co. $EMR Purchased by Monetary Solutions Ltd

3,702 Shares in Emerson Electric Co. $EMR Purchased by Monetary Solutions Ltd

Monetary Solutions Ltd bought a new stake in Emerson Electric Co. (NYSE:EMR – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 3,702 shares... More of this article »
Image for Floyd Financial Group LLC Acquires Shares of 12,094 Starbucks Corporation $SBUX

Floyd Financial Group LLC Acquires Shares of 12,094 Starbucks Corporation $SBUX

Floyd Financial Group LLC acquired a new stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Comparing Productivt Tech (OTCMKTS:PRAC) and Dover (NYSE:DOV)

Comparing Productivt Tech (OTCMKTS:PRAC) and Dover (NYSE:DOV)

Productivt Tech (OTCMKTS:PRAC – Get Free Report) and Dover (NYSE:DOV – Get Free Report) are both industrials companies, but which is the superior stock? We will contrast the two companies based on the strength of their... More of this article »
Image for Floyd Financial Group LLC Buys 8,809 Shares of CoreWeave Inc. $CRWV

Floyd Financial Group LLC Buys 8,809 Shares of CoreWeave Inc. $CRWV

Floyd Financial Group LLC raised its stake in CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 111.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Floyd Financial Group LLC Purchases Shares of 30,855 Vanguard Intermediate-Term Treasury ETF $VGIT

Floyd Financial Group LLC Purchases Shares of 30,855 Vanguard Intermediate-Term Treasury ETF $VGIT

Floyd Financial Group LLC purchased a new position in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Larch Capital Partners LLC Invests $2.35 Million in iShares MSCI USA Quality Factor ETF $QUAL

Larch Capital Partners LLC Invests $2.35 Million in iShares MSCI USA Quality Factor ETF $QUAL

Larch Capital Partners LLC bought a new stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 11,833 shares of the company’s stock,... More of this article »
Image for Talisman Wealth Advisors LLC Purchases New Holdings in BlackRock $BLK

Talisman Wealth Advisors LLC Purchases New Holdings in BlackRock $BLK

Talisman Wealth Advisors LLC acquired a new position in BlackRock (NYSE:BLK – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,921 shares of the asset manager’s... More of this article »
Image for Larch Capital Partners LLC Invests $5.23 Million in First Trust Preferred Securities and Income ETF $FPE

Larch Capital Partners LLC Invests $5.23 Million in First Trust Preferred Securities and Income ETF $FPE

Larch Capital Partners LLC bought a new position in shares of First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought... More of this article »
Image for Talisman Wealth Advisors LLC Purchases 6,312 Shares of iShares U.S. Small Cap Equity Factor ETF $SMLF

Talisman Wealth Advisors LLC Purchases 6,312 Shares of iShares U.S. Small Cap Equity Factor ETF $SMLF

Talisman Wealth Advisors LLC boosted its position in shares of iShares U.S. Small Cap Equity Factor ETF (NYSEARCA:SMLF – Free Report) by 41.5% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Kovitz Investment Group Partners LLC Has $10.72 Million Stock Holdings in Fidelity MSCI Industrials Index ETF $FIDU

Kovitz Investment Group Partners LLC Has $10.72 Million Stock Holdings in Fidelity MSCI Industrials Index ETF $FIDU

Kovitz Investment Group Partners LLC lessened its holdings in shares of Fidelity MSCI Industrials Index ETF (NYSEARCA:FIDU – Free Report) by 7.7% in the 4th quarter, according to its most recent filing with the SEC. The fund... More of this article »
Image for Kovitz Investment Group Partners LLC Boosts Stock Position in iShares 0-5 Year TIPS Bond ETF $STIP

Kovitz Investment Group Partners LLC Boosts Stock Position in iShares 0-5 Year TIPS Bond ETF $STIP

Kovitz Investment Group Partners LLC raised its holdings in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 51.0% during the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Uber Technologies, Inc. $UBER Shares Sold by Pacer Advisors Inc.

Uber Technologies, Inc. $UBER Shares Sold by Pacer Advisors Inc.

Pacer Advisors Inc. reduced its stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 4.2% during 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 TMB Capital Partners LLC Invests $1.79 Million in Wells Fargo & Company $WFC

TMB Capital Partners LLC Invests $1.79 Million in Wells Fargo & Company $WFC

TMB Capital Partners LLC purchased a new stake in shares of Wells Fargo & Company (NYSE:WFC) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 19,159 shares of the... More of this article »
Image for Oracle Corporation $ORCL Position Lessened by Invesco Ltd.

Oracle Corporation $ORCL Position Lessened by Invesco Ltd.

Invesco Ltd. decreased its position in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 29.6% 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 Torrey Payne Wealth Management LLC Takes $2.20 Million Position in Tema Electrification ETF $VOLT

Torrey Payne Wealth Management LLC Takes $2.20 Million Position in Tema Electrification ETF $VOLT

Torrey Payne Wealth Management LLC purchased a new stake in shares of Tema Electrification ETF (NASDAQ:VOLT – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for 91,306 Shares in iShares MSCI Intl Value Factor ETF $IVLU Purchased by Harbour Wealth Management Group Inc.

91,306 Shares in iShares MSCI Intl Value Factor ETF $IVLU Purchased by Harbour Wealth Management Group Inc.

Harbour Wealth Management Group Inc. bought a new stake in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for CrossGen Wealth LLC Purchases New Shares in Union Pacific Corporation $UNP

CrossGen Wealth LLC Purchases New Shares in Union Pacific Corporation $UNP

CrossGen Wealth LLC acquired a new stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for BDFS Capital LLC Acquires New Stake in Vanguard Total Bond Market ETF $BND

BDFS Capital LLC Acquires New Stake in Vanguard Total Bond Market ETF $BND

BDFS Capital LLC acquired a new stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »