Home » Author Archive
Tableaux LLC Cuts Stake in Toronto Dominion Bank (The) $TD
Tableaux LLC trimmed its position in shares of Toronto Dominion Bank (The) (NYSE:TD – Free Report) (TSE:TD) by 50.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 36,465 shares... More of this article »
Sycale Advisors NY LLC Has $15.67 Million Stock Holdings in APi Group Corporation $APG
Sycale Advisors NY LLC lessened its position in shares of APi Group Corporation (NYSE:APG – Free Report) by 21.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Thornburg Investment Management Inc. Has $16.13 Million Holdings in iShares MSCI ACWI ex U.S. ETF $ACWX
Thornburg Investment Management Inc. boosted its stake in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 4.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
VanEck Durable High Dividend ETF (BATS:DURA) Sees Large Growth in Short Interest
VanEck Durable High Dividend ETF (BATS:DURA – Get Free Report) was the recipient of a large growth in short interest in the month of May. As of May 29th, there was short interest totaling 507 shares, a growth of 83.0% from the... More of this article »
Short Interest in WisdomTree Dynamic International Equity Fund (BATS:DDWM) Decreases By 40.7%
WisdomTree Dynamic International Equity Fund (BATS:DDWM – Get Free Report) was the recipient of a large decrease in short interest in May. As of May 29th, there was short interest totaling 95,121 shares, a decrease of 40.7%... More of this article »
Strategic Global Advisors LLC Sells 8,024 Shares of AppLovin Corporation $APP
Strategic Global Advisors LLC trimmed its position in AppLovin Corporation (NASDAQ:APP – Free Report) by 51.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Zinnia Wealth Advisory LLC Purchases Shares of 91,829 SPDR Portfolio Intermediate Term Treasury ETF $SPTI
Zinnia Wealth Advisory LLC acquired a new position in shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Zinnia Wealth Advisory LLC Purchases New Shares in Fidelity MSCI Information Technology Index ETF $FTEC
Zinnia Wealth Advisory LLC purchased a new position in shares of Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 2,459 shares... More of this article »
Texas Instruments Incorporated $TXN Stake Lifted by PYA Waltman Capital LLC
PYA Waltman Capital LLC increased its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 28.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 23,013 shares... More of this article »
Verition Fund Management LLC Increases Stock Holdings in Liberty Broadband Corporation $LBRDK
Verition Fund Management LLC increased its holdings in shares of Liberty Broadband Corporation (NASDAQ:LBRDK – Free Report) by 2.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Vanguard Total Bond Market ETF $BND Shares Sold by Tobias Financial Advisors Inc.
Tobias Financial Advisors Inc. reduced its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 133,851 shares of... More of this article »
1,609 Shares in iShares Russell 1000 ETF $IWB Bought by TritonPoint Partners LLC
TritonPoint Partners LLC bought a new position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Verition Fund Management LLC Sells 32,489 Shares of Targa Resources, Inc. $TRGP
Verition Fund Management LLC lowered its position in shares of Targa Resources, Inc. (NYSE:TRGP – Free Report) by 20.8% in the fourth quarter, HoldingsChannel reports. The fund owned 123,417 shares of the pipeline company’s... More of this article »
Venture Visionary Partners LLC Buys 3,319 Shares of Powell Industries, Inc. $POWL
Venture Visionary Partners LLC raised its stake in Powell Industries, Inc. (NASDAQ:POWL – Free Report) by 8.2% in the 4th quarter, Holdings Channel.com reports. The fund owned 43,599 shares of the industrial products company’s... More of this article »
Verition Fund Management LLC Grows Position in Public Service Enterprise Group Incorporated $PEG
Verition Fund Management LLC lifted its holdings in Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) by 427.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 374,489... More of this article »
829 Shares in ASML Holding N.V. $ASML Bought by Perryman Financial Advisory Inc. AD
Perryman Financial Advisory Inc. AD bought a new stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 829 shares of the semiconductor... More of this article »
Vanguard Personalized Indexing Management LLC Has $28.90 Million Position in Amgen Inc. $AMGN
Vanguard Personalized Indexing Management LLC increased its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 23.0% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 88,290 shares... More of this article »
2,097 Shares in Hilton Worldwide Holdings Inc. $HLT Acquired by Perryman Financial Advisory Inc. AD
Perryman Financial Advisory Inc. AD acquired a new position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
TritonPoint Partners LLC Acquires New Holdings in iShares Core S&P Small-Cap ETF $IJR
TritonPoint Partners LLC acquired a new stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
MML Investors Services LLC Acquires 142,673 Shares of iShares Core S&P Small-Cap ETF $IJR
MML Investors Services LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 11.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Fieldview Capital Management LLC Takes Position in International Business Machines Corporation $IBM
Fieldview Capital Management LLC purchased a new stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
Mariner LLC Grows Position in McDonald’s Corporation $MCD
Mariner LLC raised its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 846,008 shares of the... More of this article »
TechnipFMC plc $FTI Position Trimmed by Thornburg Investment Management Inc.
Thornburg Investment Management Inc. decreased its holdings in shares of TechnipFMC plc (NYSE:FTI – Free Report) by 10.1% in the 4th quarter, Holdings Channel reports. The firm owned 424,762 shares of the oil and gas company’s... More of this article »
Sycale Advisors NY LLC Invests $5.65 Million in QXO, Inc. $QXO
Sycale Advisors NY LLC bought a new position in shares of QXO, Inc. (NYSE:QXO – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 293,000 shares of the company’s stock,... More of this article »
Weekly Analysts’ Ratings Updates for CRISPR Therapeutics (CRSP)
CRISPR Therapeutics (NASDAQ: CRSP) recently received a number of ratings updates from brokerages and research firms: 6/13/2026 – CRISPR Therapeutics was downgraded by Wall Street Zen from “hold” to “sell”. 6/12/2026... More of this article »
Klaviyo, Inc. $KVYO Shares Purchased by Sands Capital Alternatives LLC
Sands Capital Alternatives LLC grew its holdings in Klaviyo, Inc. (NYSE:KVYO – Free Report) by 3.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,649,678... More of this article »
Sands Capital Management LLC Has $986.04 Million Holdings in AppLovin Corporation $APP
Sands Capital Management LLC boosted its stake in AppLovin Corporation (NASDAQ:APP – Free Report) by 43.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Panagora Asset Management Inc. Trims Stake in Parker-Hannifin Corporation $PH
Panagora Asset Management Inc. trimmed its stake in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 2.6% in the 4th quarter, HoldingsChannel reports. The firm owned 153,964 shares of the industrial products company’s... More of this article »
Orangekloud Technology Inc. (NASDAQ:ORKT) Short Interest Update
Orangekloud Technology Inc. (NASDAQ:ORKT – Get Free Report) was the target of a significant decrease in short interest in the month of May. As of May 29th, there was short interest totaling 44,675 shares, a decrease of 38.3%... More of this article »
Tecnoglass Inc. $TGLS Stock Position Lowered by Owls Nest Partners IA LLC
Owls Nest Partners IA LLC decreased its holdings in shares of Tecnoglass Inc. (NYSE:TGLS – Free Report) by 7.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Perryman Financial Advisory Inc. AD Buys Shares of 180,485 FS Credit Opportunities Corp. $FSCO
Perryman Financial Advisory Inc. AD bought a new stake in FS Credit Opportunities Corp. (NYSE:FSCO – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund bought 180,485 shares of the company’s stock,... More of this article »
Potomac Fund Management Inc. ADV Has $22.82 Million Holdings in SPDR Bloomberg Convertible Securities ETF $CWB
Potomac Fund Management Inc. ADV cut its position in shares of SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) by 45.6% in the fourth quarter, Holdings Channel reports. The firm owned 255,798 shares of... More of this article »
Procter & Gamble Company (The) $PG Stock Holdings Lifted by Resources Management Corp CT ADV
Resources Management Corp CT ADV raised its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 41.8% during the fourth quarter, HoldingsChannel.com reports. The firm owned 81,511 shares of the company’s... More of this article »
Retirement Capital Strategies Purchases 58,528 Shares of iShares MBS ETF $MBB
Retirement Capital Strategies raised its position in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 2,318.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 61,052 shares of the company’s stock... More of this article »
Sands Capital Management LLC Has $95.74 Million Position in SAP SE $SAP
Sands Capital Management LLC lowered its stake in shares of SAP SE (NYSE:SAP – Free Report) by 10.5% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 394,117 shares of the software... More of this article »
Netflix, Inc. $NFLX Shares Purchased by Nicolet Advisory Services LLC
Nicolet Advisory Services LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 956.7% in the fourth quarter, Holdings Channel reports. The firm owned 18,144 shares of the Internet television network’s... More of this article »
Destination Wealth Management Purchases 9,359 Shares of NextEra Energy, Inc. $NEE
Destination Wealth Management increased its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 228.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 13,461 shares of the utilities provider’s... More of this article »
Dockside LLC Purchases Shares of 103,340 Hawaiian Electric Industries, Inc. $HE
Dockside LLC purchased a new stake in shares of Hawaiian Electric Industries, Inc. (NYSE:HE – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 103,340 shares of the utilities provider’s... More of this article »
MYDA Advisors LLC Has $3.23 Million Position in Sphere Entertainment Co. $SPHR
MYDA Advisors LLC lowered its stake in Sphere Entertainment Co. (NYSE:SPHR – Free Report) by 46.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Chubb Limited $CB Shares Purchased by Healthcare of Ontario Pension Plan Trust Fund
Healthcare of Ontario Pension Plan Trust Fund raised its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 59.4% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 160,468 shares... More of this article »
Healthcare of Ontario Pension Plan Trust Fund Reduces Holdings in Apple Inc. $AAPL
Healthcare of Ontario Pension Plan Trust Fund reduced its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 0.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 6,629,761 shares of the iPhone... More of this article »
Maven Securities LTD Takes $1.17 Million Position in Kymera Therapeutics, Inc. $KYMR
Maven Securities LTD purchased a new stake in shares of Kymera Therapeutics, Inc. (NASDAQ:KYMR – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
MYDA Advisors LLC Has $7.04 Million Stake in MGM Resorts International $MGM
MYDA Advisors LLC trimmed its position in shares of MGM Resorts International (NYSE:MGM – Free Report) by 19.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Perryman Financial Advisory Inc. AD Takes $6.49 Million Position in Lockheed Martin Corporation $LMT
Perryman Financial Advisory Inc. AD bought a new stake in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Public Employees Retirement Association of Colorado Has $167.49 Million Stock Position in BlackRock $BLK
Public Employees Retirement Association of Colorado lowered its stake in BlackRock (NYSE:BLK – Free Report) by 44.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 156,478 shares of the asset manager’s... More of this article »
Siren Nasdaq NexGen Economy ETF (NASDAQ:BLCN) Short Interest Down 37.8% in May
Siren Nasdaq NexGen Economy ETF (NASDAQ:BLCN – Get Free Report) was the recipient of a large decline in short interest in the month of May. As of May 29th, there was short interest totaling 43,879 shares, a decline of 37.8%... More of this article »
Nomad Foods Limited $NOMD Shares Acquired by PYA Waltman Capital LLC
PYA Waltman Capital LLC lifted its stake in shares of Nomad Foods Limited (NYSE:NOMD – Free Report) by 58.8% during the fourth quarter, Holdings Channel reports. The firm owned 433,979 shares of the company’s stock after... More of this article »
Next Century Growth Investors LLC Lowers Holdings in Great Lakes Dredge & Dock Corporation $GLDD
Next Century Growth Investors LLC decreased its stake in shares of Great Lakes Dredge & Dock Corporation (NASDAQ:GLDD – Free Report) by 93.2% in the fourth quarter, according to its most recent Form 13F filing with the... More of this article »