Home » Author Archive
Gordian Capital Singapore Pte Ltd Boosts Position in Oklo Inc. (NYSE:OKLO)
Gordian Capital Singapore Pte Ltd grew its holdings in shares of Oklo Inc. (NYSE:OKLO – Free Report) by 1,058.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,000 shares... More of this article »
Connecticut Wealth Management LLC Has $974,000 Stock Position in Rockwell Automation, Inc. (NYSE:ROK)
Connecticut Wealth Management LLC grew its holdings in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Blue Fin Capital Inc. Sells 506 Shares of Alphabet Inc. (NASDAQ:GOOG)
Blue Fin Capital Inc. cut its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Blue Fin Capital Inc. Acquires Shares of 446 W.W. Grainger, Inc. (NYSE:GWW)
Blue Fin Capital Inc. bought a new position in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Barrick Gold Corp (NYSE:B) Shares Bought by Inspire Trust Co. N.A.
Inspire Trust Co. N.A. grew its stake in Barrick Gold Corp (NYSE:B – Free Report) (TSE:ABX) by 30.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Inspire Trust Co. N.A. Buys Shares of 26,200 DexCom, Inc. (NASDAQ:DXCM)
Inspire Trust Co. N.A. purchased a new position in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased... More of this article »
USS Investment Management Ltd Has $6.71 Million Position in IDEXX Laboratories, Inc. (NASDAQ:IDXX)
USS Investment Management Ltd trimmed its position in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 16.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
DocuSign, Inc. (NASDAQ:DOCU) Shares Acquired by McIlrath & Eck LLC
McIlrath & Eck LLC lifted its stake in shares of DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 476.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Crown Castle Inc. Announces Quarterly Dividend of $1.06 (NYSE:CCI)
Crown Castle Inc. (NYSE:CCI – Get Free Report) declared a quarterly dividend on Wednesday, May 21st, RTT News reports. Stockholders of record on Friday, June 13th will be paid a dividend of 1.0625 per share by the real estate... More of this article »
Qifu Technology (NASDAQ:QFIN) Shares Gap Down – Should You Sell?
Shares of Qifu Technology, Inc. (NASDAQ:QFIN – Get Free Report) gapped down before the market opened on Tuesday . The stock had previously closed at $43.95, but opened at $42.53. Qifu Technology shares last traded at $43.71,... More of this article »
Uxin (NASDAQ:UXIN) Shares Gap Down – Here’s What Happened
Shares of Uxin Limited (NASDAQ:UXIN – Get Free Report) gapped down prior to trading on Tuesday . The stock had previously closed at $4.40, but opened at $4.28. Uxin shares last traded at $4.40, with a volume of 606 shares trading... More of this article »
42,609 Shares in Regions Financial Co. (NYSE:RF) Acquired by Highview Capital Management LLC DE
Highview Capital Management LLC DE acquired a new position in shares of Regions Financial Co. (NYSE:RF – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 42,609 shares of the bank’s stock,... More of this article »
Brown Shipley& Co Ltd Sells 200 Shares of Ferguson plc (NASDAQ:FERG)
Brown Shipley& Co Ltd reduced its position in Ferguson plc (NASDAQ:FERG – Free Report) by 19.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 830 shares... More of this article »
8,123 Shares in Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD) Acquired by Mosaic Family Wealth Partners LLC
Mosaic Family Wealth Partners LLC purchased a new position in shares of Timothy Plan High Dividend Stock ETF (NYSEARCA:TPHD – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The... More of this article »
RB Capital Management LLC Has $716,000 Stock Holdings in Honeywell International Inc. (NASDAQ:HON)
RB Capital Management LLC reduced its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Pinkerton Retirement Specialists LLC Purchases 336,233 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)
Pinkerton Retirement Specialists LLC lifted its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 158.3% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
RB Capital Management LLC Has $1.30 Million Stock Position in Yum! Brands, Inc. (NYSE:YUM)
RB Capital Management LLC trimmed its position in Yum! Brands, Inc. (NYSE:YUM – Free Report) by 5.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
RB Capital Management LLC Grows Position in Tri-Continental Co. (NYSE:TY)
RB Capital Management LLC raised its holdings in shares of Tri-Continental Co. (NYSE:TY – Free Report) by 7.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
266,206 Shares in CNH GLOBAL N V Foreign (NYSE:CNH) Purchased by Poehling Capital Management INC.
Poehling Capital Management INC. purchased a new position in shares of CNH GLOBAL N V Foreign (NYSE:CNH – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 266,206 shares... More of this article »
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Grows Holdings in West Pharmaceutical Services, Inc. (NYSE:WST)
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) by 15.7% in the fourth quarter, according to the company in its most recent... More of this article »
Poehling Capital Management INC. Acquires 102,471 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)
Poehling Capital Management INC. raised its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 200.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Castleark Management LLC Has $3.94 Million Position in Exxon Mobil Co. (NYSE:XOM)
Castleark Management LLC trimmed its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 17.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Novem Group Buys Shares of 10,396 iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Novem Group bought a new position in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought... More of this article »
Evolv Technologies (NASDAQ:EVLV) Upgraded at Cantor Fitzgerald
Cantor Fitzgerald upgraded shares of Evolv Technologies (NASDAQ:EVLV – Free Report) to a strong-buy rating in a report released on Wednesday morning,Zacks.com reports. EVLV has been the subject of a number of other reports. Northland... More of this article »
Deere & Company (NYSE:DE) Shares Sold by Harmony Asset Management LLC
Harmony Asset Management LLC lowered its position in shares of Deere & Company (NYSE:DE – Free Report) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Harmony Asset Management LLC Lowers Stock Holdings in McDonald’s Co. (NYSE:MCD)
Harmony Asset Management LLC reduced its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 13.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) Shares Purchased by Headinvest LLC
Headinvest LLC raised its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 14.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Guidewire Software’s (GWRE) “Neutral” Rating Reiterated at DA Davidson
Guidewire Software (NYSE:GWRE – Get Free Report)‘s stock had its “neutral” rating reaffirmed by equities research analysts at DA Davidson in a research report issued to clients and investors on Thursday,Benzinga... More of this article »
Zacks Research Issues Pessimistic Forecast for Ball Earnings
Ball Co. (NYSE:BALL – Free Report) – Stock analysts at Zacks Research reduced their Q3 2025 EPS estimates for Ball in a research note issued to investors on Tuesday, May 20th. Zacks Research analyst R. Department now... More of this article »
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys 87,775 Shares of Zoom Video Communications, Inc. (NASDAQ:ZM)
UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Zoom Video Communications, Inc. (NASDAQ:ZM – Free Report) by 2.1% during the 4th quarter, according to its most recent... More of this article »
First Heartland Consultants Inc. Trims Stock Position in First Trust Preferred Securities and Income ETF (NYSEARCA:FPE)
First Heartland Consultants Inc. lessened its stake in shares of First Trust Preferred Securities and Income ETF (NYSEARCA:FPE – Free Report) by 16.3% in the 4th quarter, HoldingsChannel.com reports. The fund owned 33,621 shares... More of this article »
Css LLC Il Has $795,000 Stock Position in HSBC Holdings plc (NYSE:HSBC)
Css LLC Il cut its stake in shares of HSBC Holdings plc (NYSE:HSBC – Free Report) by 6.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Continuum Advisory LLC Grows Stock Position in American Tower Co. (NYSE:AMT)
Continuum Advisory LLC lifted its stake in American Tower Co. (NYSE:AMT – Free Report) by 2.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Battery Technology Stocks To Consider – May 19th
Mullen Automotive, American Battery Technology, and TETRA Technologies are the three Battery Technology stocks to watch today, according to MarketBeat’s stock screener tool. Battery technology stocks are publicly traded shares... More of this article »
Orion Capital Management LLC Takes $38,000 Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Orion Capital Management LLC acquired a new stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – 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 »
Insider Selling: WidePoint Co. (NYSEAMERICAN:WYY) CFO Sells 8,000 Shares of Stock
WidePoint Co. (NYSEAMERICAN:WYY – Get Free Report) CFO Robert J. George sold 8,000 shares of the company’s stock in a transaction that occurred on Wednesday, May 21st. The stock was sold at an average price of $3.21, for... More of this article »
Zacks Research Issues Pessimistic Outlook for BXP Earnings
Boston Properties, Inc. (NYSE:BXP – Free Report) – Investment analysts at Zacks Research cut their Q2 2025 earnings estimates for shares of Boston Properties in a research report issued on Tuesday, May 20th. Zacks Research... More of this article »
Zacks Research Issues Pessimistic Estimate for ESS Earnings
Essex Property Trust, Inc. (NYSE:ESS – Free Report) – Investment analysts at Zacks Research dropped their Q2 2025 EPS estimates for Essex Property Trust in a report released on Tuesday, May 20th. Zacks Research analyst... More of this article »
Zacks Research Issues Pessimistic Outlook for AVB Earnings
AvalonBay Communities, Inc. (NYSE:AVB – Free Report) – Zacks Research lowered their Q2 2025 EPS estimates for AvalonBay Communities in a report issued on Wednesday, May 21st. Zacks Research analyst R. Department now... More of this article »
Connecticut Wealth Management LLC Has $7.90 Million Stock Holdings in Carrier Global Co. (NYSE:CARR)
Connecticut Wealth Management LLC increased its stake in shares of Carrier Global Co. (NYSE:CARR – Free Report) by 0.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 115,667 shares of the company’s... More of this article »
NRG Energy (NYSE:NRG) Sets New 12-Month High – What’s Next?
NRG Energy, Inc. (NYSE:NRG – Get Free Report) shares reached a new 52-week high during trading on Tuesday . The stock traded as high as $161.78 and last traded at $161.22, with a volume of 2826803 shares trading hands. The stock... More of this article »
DocuSign, Inc. (NASDAQ:DOCU) Shares Bought by Vident Advisory LLC
Vident Advisory LLC raised its holdings in DocuSign, Inc. (NASDAQ:DOCU – Free Report) by 19.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 30,677 shares... More of this article »
Connecticut Wealth Management LLC Cuts Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)
Connecticut Wealth Management LLC trimmed its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 16,432... More of this article »
AllianceBernstein Holding L.P. (NYSE:AB) Shares Sold by Blue Fin Capital Inc.
Blue Fin Capital Inc. lowered its position in AllianceBernstein Holding L.P. (NYSE:AB – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
ESPEY MFG & ELECTRONICS CORP (NYSE:ESP) CEO David A. Oneil Sells 5,000 Shares
ESPEY MFG & ELECTRONICS CORP (NYSE:ESP – Get Free Report) CEO David A. Oneil sold 5,000 shares of the firm’s stock in a transaction that occurred on Monday, May 19th. The shares were sold at an average price of $35.80,... More of this article »
Blue Fin Capital Inc. Invests $209,000 in Palantir Technologies Inc. (NASDAQ:PLTR)
Blue Fin Capital Inc. purchased a new stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 2,758 shares of... More of this article »
NIKE, Inc. (NYSE:NKE) Shares Sold by Northwest Bank & Trust Co
Northwest Bank & Trust Co lessened its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 1.6% in the 4th quarter, Holdings Channel reports. The firm owned 12,675 shares of the footwear maker’s stock after selling 208... More of this article »
Vident Advisory LLC Boosts Stock Position in Marathon Petroleum Co. (NYSE:MPC)
Vident Advisory LLC raised its stake in shares of Marathon Petroleum Co. (NYSE:MPC – Free Report) by 12.3% in the 4th quarter, Holdings Channel reports. The fund owned 15,606 shares of the oil and gas company’s stock after... More of this article »