Home » Author Archive

Image for IVC Wealth Advisors LLC Acquires New Stake in Seagate Technology Holdings PLC $STX

IVC Wealth Advisors LLC Acquires New Stake in Seagate Technology Holdings PLC $STX

IVC Wealth Advisors LLC bought a new position in shares of Seagate Technology Holdings PLC (NASDAQ:STX – 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 »
Image for E. Ohman J or Asset Management AB Buys 58,500 Shares of Pfizer Inc. $PFE

E. Ohman J or Asset Management AB Buys 58,500 Shares of Pfizer Inc. $PFE

E. Ohman J or Asset Management AB lifted its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 41.6% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Triad Wealth Partners LLC Acquires 18,464 Shares of Invesco S&P 500 High Dividend Low Volatility ETF $SPHD

Triad Wealth Partners LLC Acquires 18,464 Shares of Invesco S&P 500 High Dividend Low Volatility ETF $SPHD

Triad Wealth Partners LLC increased its stake in shares of Invesco S&P 500 High Dividend Low Volatility ETF (NYSEARCA:SPHD – Free Report) by 277.3% in the first quarter, according to the company in its most recent Form... More of this article »
Image for VVR Holdings LLC Acquires 40,879 Shares of Capital Group Core Balanced ETF $CGBL

VVR Holdings LLC Acquires 40,879 Shares of Capital Group Core Balanced ETF $CGBL

VVR Holdings LLC grew its stake in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 57.3% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for sUSD 1-Day Volume Reaches $41.05 Thousand (SUSD)

sUSD 1-Day Volume Reaches $41.05 Thousand (SUSD)

sUSD (SUSD) traded 0.4% lower against the US dollar during the 1-day period ending at 8:00 AM E.T. on June 21st. sUSD has a total market cap of $11.68 million and approximately $41.05 thousand worth of sUSD was traded on exchanges... More of this article »
Image for Kavar Capital Partners Group LLC Invests $1.13 Million in JPMorgan Inflation Managed Bond ETF $JCPI

Kavar Capital Partners Group LLC Invests $1.13 Million in JPMorgan Inflation Managed Bond ETF $JCPI

Kavar Capital Partners Group LLC acquired a new stake in shares of JPMorgan Inflation Managed Bond ETF (BATS:JCPI – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Global X U.S. Infrastructure Development ETF $PAVE Shares Sold by Fortem Financial Group LLC

Global X U.S. Infrastructure Development ETF $PAVE Shares Sold by Fortem Financial Group LLC

Fortem Financial Group LLC trimmed its holdings in shares of Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 30.6% in the first quarter, HoldingsChannel reports. The institutional investor owned 82,787... More of this article »
Image for Fortem Financial Group LLC Has $2.19 Million Stock Position in Nasdaq, Inc. $NDAQ

Fortem Financial Group LLC Has $2.19 Million Stock Position in Nasdaq, Inc. $NDAQ

Fortem Financial Group LLC lifted its stake in Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) by 215.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE Stake Trimmed by Freedom Financial Partners LLC

JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE Stake Trimmed by Freedom Financial Partners LLC

Freedom Financial Partners LLC lessened its stake in shares of JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE – Free Report) by 42.7% during the 1st quarter, Holdings Channel.com reports. The institutional... More of this article »
Image for Blackstone Strategic Credit 2027 Term Fund (BGB) To Go Ex-Dividend on June 23rd

Blackstone Strategic Credit 2027 Term Fund (BGB) To Go Ex-Dividend on June 23rd

Blackstone Strategic Credit 2027 Term Fund (NYSE:BGB – Get Free Report) declared a monthly dividend on Friday, June 12th. Investors of record on Tuesday, June 23rd will be given a dividend of 0.076 per share on Tuesday, June... More of this article »
Image for Polianta Ltd Invests $1.49 Million in Zillow Group, Inc. $ZG

Polianta Ltd Invests $1.49 Million in Zillow Group, Inc. $ZG

Polianta Ltd bought a new stake in shares of Zillow Group, Inc. (NASDAQ:ZG – Free Report) during the 1st quarter, according to its most recent filing with the SEC. The fund bought 36,100 shares of the technology company’s... More of this article »
Image for HCA Healthcare, Inc. (NYSE:HCA) Receives $506.14 Consensus Price Target from Analysts

HCA Healthcare, Inc. (NYSE:HCA) Receives $506.14 Consensus Price Target from Analysts

HCA Healthcare, Inc. (NYSE:HCA – Get Free Report) has been assigned an average rating of “Moderate Buy” from the twenty-four research firms that are covering the firm, Marketbeat Ratings reports. One equities research... More of this article »
Image for Delta Air Lines, Inc. (NYSE:DAL) Receives $80.85 Consensus Price Target from Brokerages

Delta Air Lines, Inc. (NYSE:DAL) Receives $80.85 Consensus Price Target from Brokerages

Shares of Delta Air Lines, Inc. (NYSE:DAL – Get Free Report) have received a consensus rating of “Moderate Buy” from the twenty-six ratings firms that are presently covering the stock, Marketbeat.com reports. Two... More of this article »
Image for Trex Company, Inc. (NYSE:TREX) Receives $46.42 Average Price Target from Analysts

Trex Company, Inc. (NYSE:TREX) Receives $46.42 Average Price Target from Analysts

Shares of Trex Company, Inc. (NYSE:TREX – Get Free Report) have earned an average recommendation of “Hold” from the twenty-two ratings firms that are presently covering the firm, Marketbeat Ratings reports. Two analysts... More of this article »
Image for Contrasting BWX Technologies (NYSE:BWXT) & Innovative Solutions and Support (NASDAQ:ISSC)

Contrasting BWX Technologies (NYSE:BWXT) & Innovative Solutions and Support (NASDAQ:ISSC)

BWX Technologies (NYSE:BWXT – Get Free Report) and Innovative Solutions and Support (NASDAQ:ISSC – Get Free Report) are both aerospace companies, but which is the better stock? We will contrast the two businesses based... More of this article »
Image for Founders Financial Securities LLC Purchases 41,115 Shares of Capital Group Global Growth Equity ETF $CGGO

Founders Financial Securities LLC Purchases 41,115 Shares of Capital Group Global Growth Equity ETF $CGGO

Founders Financial Securities LLC grew its position in shares of Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 32.0% during the first quarter, according to the company in its most recent disclosure... More of this article »
Image for RFG Holdings Inc. Acquires 5,419 Shares of Vanguard Small-Cap ETF $VB

RFG Holdings Inc. Acquires 5,419 Shares of Vanguard Small-Cap ETF $VB

RFG Holdings Inc. increased its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 9.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for 8,706 Shares in Apple Inc. $AAPL Bought by Stone Wealth Partners

8,706 Shares in Apple Inc. $AAPL Bought by Stone Wealth Partners

Stone Wealth Partners purchased a new stake in Apple Inc. (NASDAQ:AAPL – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 8,706 shares of the iPhone maker’s stock, valued at approximately $2,367,000.... More of this article »
Image for DUTCH ASSET Corp Takes Position in Invesco QQQ $QQQ

DUTCH ASSET Corp Takes Position in Invesco QQQ $QQQ

DUTCH ASSET Corp acquired a new stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Diversified Trust Co Sells 13,509 Shares of Bristol Myers Squibb Company $BMY

Diversified Trust Co Sells 13,509 Shares of Bristol Myers Squibb Company $BMY

Diversified Trust Co decreased its position in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 10.7% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 112,827 shares... More of this article »
Image for Diversified Trust Co Purchases 1,578 Shares of The Goldman Sachs Group, Inc. $GS

Diversified Trust Co Purchases 1,578 Shares of The Goldman Sachs Group, Inc. $GS

Diversified Trust Co lifted its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 9.4% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Cornerstone Planning LLC Invests $3.08 Million in Merck & Co., Inc. $MRK

Cornerstone Planning LLC Invests $3.08 Million in Merck & Co., Inc. $MRK

Cornerstone Planning LLC purchased a new stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased... More of this article »
Image for Diversified Trust Co Cuts Stock Holdings in ProShares UltraPro S&P 500 $UPRO

Diversified Trust Co Cuts Stock Holdings in ProShares UltraPro S&P 500 $UPRO

Diversified Trust Co lowered its position in shares of ProShares UltraPro S&P 500 (NYSEARCA:UPRO – Free Report) by 14.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Diversified Trust Co Purchases 294,496 Shares of Vanguard FTSE All-World ex-US ETF $VEU

Diversified Trust Co Purchases 294,496 Shares of Vanguard FTSE All-World ex-US ETF $VEU

Diversified Trust Co grew its position in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 5.6% during the 1st quarter, HoldingsChannel reports. The firm owned 5,535,204 shares of the company’s stock after... More of this article »
Image for Weatherly Asset Management L. P. Buys 3,436 Shares of Digital Realty Trust, Inc. $DLR

Weatherly Asset Management L. P. Buys 3,436 Shares of Digital Realty Trust, Inc. $DLR

Weatherly Asset Management L. P. boosted its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 6.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Stance Capital LLC Raises Stake in eBay Inc. $EBAY

Stance Capital LLC Raises Stake in eBay Inc. $EBAY

Stance Capital LLC raised its holdings in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 9,082.4% in the 4th quarter, HoldingsChannel reports. The fund owned 35,536 shares of the e-commerce company’s stock after buying... More of this article »
Image for McAlvany Wealth Management LLC Takes $2.94 Million Position in Range Resources Corporation $RRC

McAlvany Wealth Management LLC Takes $2.94 Million Position in Range Resources Corporation $RRC

McAlvany Wealth Management LLC purchased a new position in shares of Range Resources Corporation (NYSE:RRC – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm purchased 83,434 shares of the oil and gas... More of this article »
Image for Cornerstone Planning LLC Makes New Investment in Morgan Stanley $MS

Cornerstone Planning LLC Makes New Investment in Morgan Stanley $MS

Cornerstone Planning LLC acquired a new stake in shares of Morgan Stanley (NYSE:MS – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 20,302 shares of the financial services provider’s stock,... More of this article »
Image for Purpose Unlimited Inc. Makes New $2.18 Million Investment in Vanguard FTSE All-World ex-US ETF $VEU

Purpose Unlimited Inc. Makes New $2.18 Million Investment in Vanguard FTSE All-World ex-US ETF $VEU

Purpose Unlimited Inc. purchased a new position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for 137,493 Shares in Franklin FTSE United Kingdom ETF $FLGB Purchased by Purpose Unlimited Inc.

137,493 Shares in Franklin FTSE United Kingdom ETF $FLGB Purchased by Purpose Unlimited Inc.

Purpose Unlimited Inc. purchased a new stake in shares of Franklin FTSE United Kingdom ETF (NYSEARCA:FLGB – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for 1,909 Shares in Texas Instruments Incorporated $TXN Bought by J. Derek Lewis & Associates Inc.

1,909 Shares in Texas Instruments Incorporated $TXN Bought by J. Derek Lewis & Associates Inc.

J. Derek Lewis & Associates Inc. bought a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Creek Drive Management Group LLC Purchases Shares of 1,250,000 Nextdoor Holdings, Inc. $NXDR

Creek Drive Management Group LLC Purchases Shares of 1,250,000 Nextdoor Holdings, Inc. $NXDR

Creek Drive Management Group LLC acquired a new stake in shares of Nextdoor Holdings, Inc. (NYSE:NXDR – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for J. Derek Lewis & Associates Inc. Takes $1.03 Million Position in Strategy Inc $MSTR

J. Derek Lewis & Associates Inc. Takes $1.03 Million Position in Strategy Inc $MSTR

J. Derek Lewis & Associates Inc. bought a new position in Strategy Inc (NASDAQ:MSTR – Free Report) in the 4th quarter, Holdings Channel reports. The firm bought 6,753 shares of the software maker’s stock, valued at... More of this article »
Image for J. Derek Lewis & Associates Inc. Purchases Shares of 719,370 Capital Group Dividend Value ETF $CGDV

J. Derek Lewis & Associates Inc. Purchases Shares of 719,370 Capital Group Dividend Value ETF $CGDV

J. Derek Lewis & Associates Inc. purchased a new stake in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) during the fourth quarter, Holdings Channel reports. The fund purchased 719,370 shares of the company’s... More of this article »
Image for Stellar V Capital (SVCC) and Its Peers Head to Head Contrast

Stellar V Capital (SVCC) and Its Peers Head to Head Contrast

Stellar V Capital (NASDAQ:SVCC – Get Free Report) is one of 330 public companies in the “Investment Offices” industry, but how does it compare to its rivals? We will compare Stellar V Capital to similar companies... More of this article »
Image for Vulcan Value Partners LLC Purchases New Position in TransUnion $TRU

Vulcan Value Partners LLC Purchases New Position in TransUnion $TRU

Vulcan Value Partners LLC acquired a new position in shares of TransUnion (NYSE:TRU – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 1,062,584 shares of the business services provider’s... More of this article »
Image for Forty three Eighteen Advisors LLC Takes $477,000 Position in Invesco S&P 500 Equal Weight ETF $RSP

Forty three Eighteen Advisors LLC Takes $477,000 Position in Invesco S&P 500 Equal Weight ETF $RSP

Forty three Eighteen Advisors LLC purchased a new position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Hsbc Holdings PLC Has $226.71 Million Stock Holdings in The Sherwin-Williams Company $SHW

Hsbc Holdings PLC Has $226.71 Million Stock Holdings in The Sherwin-Williams Company $SHW

Hsbc Holdings PLC lifted its holdings in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 3.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 699,193 shares of the specialty chemicals... More of this article »
Image for Rockefeller Capital Management L.P. Boosts Holdings in Capital One Financial Corporation $COF

Rockefeller Capital Management L.P. Boosts Holdings in Capital One Financial Corporation $COF

Rockefeller Capital Management L.P. boosted its stake in shares of Capital One Financial Corporation (NYSE:COF) by 21.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 246,517 shares of the financial services... More of this article »
Image for Freeport-McMoRan Inc. $FCX Shares Bought by World Investment Advisors

Freeport-McMoRan Inc. $FCX Shares Bought by World Investment Advisors

World Investment Advisors grew its position in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 62.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for World Investment Advisors Increases Stake in Devon Energy Corporation $DVN

World Investment Advisors Increases Stake in Devon Energy Corporation $DVN

World Investment Advisors boosted its position in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 54.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 46,916 shares of the energy company’s... More of this article »
Image for 5,599 Shares in Oracle Corporation $ORCL Purchased by Meadowbrook Advisors Group LLC

5,599 Shares in Oracle Corporation $ORCL Purchased by Meadowbrook Advisors Group LLC

Meadowbrook Advisors Group LLC purchased a new stake in shares of Oracle Corporation (NYSE:ORCL – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm purchased 5,599 shares of the enterprise software... More of this article »
Image for 1,229 Shares in Seagate Technology Holdings PLC $STX Purchased by NWF Advisory Services Inc.

1,229 Shares in Seagate Technology Holdings PLC $STX Purchased by NWF Advisory Services Inc.

NWF Advisory Services Inc. purchased a new stake in shares of Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 1,229... More of this article »
Image for Comparing Tokyo Electron (OTCMKTS:TOELY) and Xenonics (OTCMKTS:XNNHQ)

Comparing Tokyo Electron (OTCMKTS:TOELY) and Xenonics (OTCMKTS:XNNHQ)

Tokyo Electron (OTCMKTS:TOELY – Get Free Report) and Xenonics (OTCMKTS:XNNHQ – Get Free Report) are both computer and technology companies, but which is the better business? We will contrast the two companies based on the... More of this article »
Image for SHP Wealth Management Invests $510,000 in GE Aerospace $GE

SHP Wealth Management Invests $510,000 in GE Aerospace $GE

SHP Wealth Management purchased a new position in shares of GE Aerospace (NYSE:GE – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm purchased 1,655 shares of the company’s stock, valued at approximately... More of this article »
Image for Bayer Aktiengesellschaft (OTCMKTS:BAYRY) Given Consensus Rating of “Moderate Buy” by Analysts

Bayer Aktiengesellschaft (OTCMKTS:BAYRY) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of Bayer Aktiengesellschaft (OTCMKTS:BAYRY – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the seven research firms that are covering the stock, Marketbeat Ratings reports.... More of this article »
Image for MidFirst Bank Invests $523,000 in Natera, Inc. $NTRA

MidFirst Bank Invests $523,000 in Natera, Inc. $NTRA

MidFirst Bank bought a new stake in Natera, Inc. (NASDAQ:NTRA – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 2,284 shares of the medical research... More of this article »
Image for Garrett Motion Inc. $GTX Shares Sold by Pacer Advisors Inc.

Garrett Motion Inc. $GTX Shares Sold by Pacer Advisors Inc.

Pacer Advisors Inc. lowered its position in Garrett Motion Inc. (NASDAQ:GTX – Free Report) by 25.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Image for 2,987 Shares in IES Holdings, Inc. $IESC Acquired by Virtu Financial LLC

2,987 Shares in IES Holdings, Inc. $IESC Acquired by Virtu Financial LLC

Virtu Financial LLC acquired a new stake in IES Holdings, Inc. (NASDAQ:IESC – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 2,987 shares of the technology company’s stock, valued... More of this article »
Image for Virtu Financial LLC Boosts Holdings in Direxion Daily S&P 500 High Beta Bull 3X Shares $HIBL

Virtu Financial LLC Boosts Holdings in Direxion Daily S&P 500 High Beta Bull 3X Shares $HIBL

Virtu Financial LLC raised its position in Direxion Daily S&P 500 High Beta Bull 3X Shares (NYSEARCA:HIBL – Free Report) by 347.5% in the 4th quarter, Holdings Channel reports. The firm owned 21,545 shares of the company’s... More of this article »