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WaFd (NASDAQ:WAFD) versus Columbia Banking System (NASDAQ:COLB) Financial Analysis
WaFd (NASDAQ:WAFD – Get Free Report) and Columbia Banking System (NASDAQ:COLB – Get Free Report) are both mid-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength... More of this article »
Pacer Advisors Inc. Has $71.05 Million Stock Holdings in Jabil, Inc. $JBL
Pacer Advisors Inc. reduced its position in shares of Jabil, Inc. (NYSE:JBL – Free Report) by 30.1% 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 »
Pacer Advisors Inc. Buys 336,487 Shares of Williams-Sonoma, Inc. $WSM
Pacer Advisors Inc. increased its position in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 1,297.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Thryve Wealth Management LLC Takes $931,000 Position in Strategy Inc $MSTR
Thryve Wealth Management LLC purchased a new stake in shares of Strategy Inc (NASDAQ:MSTR – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 6,128 shares of the software... More of this article »
Mariner Investment Group LLC Takes $515,000 Position in Crown Holdings, Inc. $CCK
Mariner Investment Group LLC purchased a new position in Crown Holdings, Inc. (NYSE:CCK – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor purchased 5,000 shares of the industrial products... More of this article »
Mariner Investment Group LLC Purchases 175,000 Shares of Chimera Investment Corporation $CIM
Mariner Investment Group LLC raised its position in shares of Chimera Investment Corporation (NYSE:CIM – Free Report) by 152.2% in the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Torrey Payne Wealth Management LLC Takes $6.61 Million Position in iShares Russell 2000 ETF $IWM
Torrey Payne Wealth Management LLC purchased a new position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Rare Wolf Capital LLC Invests $482,000 in Vanguard FTSE Developed Markets ETF $VEA
Rare Wolf Capital LLC purchased a new position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Harbour Wealth Management Group Inc. Makes New $1.08 Million Investment in Motorola Solutions, Inc. $MSI
Harbour Wealth Management Group Inc. purchased a new stake in Motorola Solutions, Inc. (NYSE:MSI – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased... More of this article »
Rare Wolf Capital LLC Takes $1.06 Million Position in Apple Inc. $AAPL
Rare Wolf Capital LLC acquired a new position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Harbour Wealth Management Group Inc. Makes New $2.73 Million Investment in Alphabet Inc. $GOOG
Harbour Wealth Management Group Inc. acquired a new position in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
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 »
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 »
River Road Asset Management LLC Raises Position in Embecta Corp. $EMBC
River Road Asset Management LLC lifted its holdings in shares of Embecta Corp. (NASDAQ:EMBC – Free Report) by 5.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 3,416,401 shares of the company’s... More of this article »
Lennar Corporation $LEN Shares Purchased by River Road Asset Management LLC
River Road Asset Management LLC increased its stake in shares of Lennar Corporation (NYSE:LEN – Free Report) by 10.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 461,696 shares... More of this article »
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 »
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 »
TripAdvisor, Inc. $TRIP Shares Acquired by River Road Asset Management LLC
River Road Asset Management LLC increased its holdings in shares of TripAdvisor, Inc. (NASDAQ:TRIP – Free Report) by 1.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,448,718 shares of the travel company’s... More of this article »
River Road Asset Management LLC Trims Stock Position in Huntington Ingalls Industries, Inc. $HII
River Road Asset Management LLC cut its holdings in Huntington Ingalls Industries, Inc. (NYSE:HII – Free Report) by 21.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 162,712... More of this article »
River Road Asset Management LLC Sells 595,429 Shares of Restaurant Brands International Inc. $QSR
River Road Asset Management LLC lowered its holdings in shares of Restaurant Brands International Inc. (NYSE:QSR – Free Report) (TSE:QSR) by 40.8% during the fourth quarter, Holdings Channel reports. The institutional investor... More of this article »
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 »
BDFS Capital LLC Invests $5.65 Million in Dimensional International Core Equity 2 ETF $DFIC
BDFS Capital LLC bought a new stake in Dimensional International Core Equity 2 ETF (BATS:DFIC – 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 »
Michael Chi Sells 14,027 Shares of Hims & Hers Health (NYSE:HIMS) Stock
Hims & Hers Health, Inc. (NYSE:HIMS – Get Free Report) COO Michael Chi sold 14,027 shares of Hims & Hers Health stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price... More of this article »
Treerita Essali Johnson-Greene Acquires 21,000 Shares of Ocugen (NASDAQ:OCGN) Stock
Ocugen, Inc. (NASDAQ:OCGN – Get Free Report) CFO Treerita Essali Johnson-Greene acquired 21,000 shares of Ocugen stock in a transaction on Monday, June 15th. The stock was acquired at an average cost of $1.23 per share, for a... More of this article »
Vistra (NYSE:VST) Director Sells $36,094.92 in Stock
Vistra Corp. (NYSE:VST – Get Free Report) Director Paul Barbas sold 244 shares of the company’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $147.93, for a total transaction of... More of this article »
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 »
Hilton Worldwide Holdings Inc. $HLT Shares Sold by GFI Investment Counsel Ltd.
GFI Investment Counsel Ltd. lowered its stake in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 1.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Tempo Wealth LLC Makes New $1.81 Million Investment in iShares 20+ Year Treasury Bond ETF $TLT
Tempo Wealth LLC bought a new stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 20,765... More of this article »
Thryve Wealth Management LLC Buys New Position in Vanguard S&P 500 Value ETF $VOOV
Thryve Wealth Management LLC acquired a new stake in Vanguard S&P 500 Value ETF (NYSEARCA:VOOV – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Tempo Wealth LLC Takes Position in Lowe’s Companies, Inc. $LOW
Tempo Wealth LLC acquired a new position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 11,962 shares of the home improvement... More of this article »
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 »
Tempo Wealth LLC Makes New Investment in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ
Tempo Wealth LLC bought a new position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Tempo Wealth LLC Invests $2.47 Million in Invesco BulletShares 2028 Corporate Bond ETF $BSCS
Tempo Wealth LLC acquired a new stake in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
11,826 Shares in Vanguard S&P Small-Cap 600 ETF $VIOO Acquired by Tempo Wealth LLC
Tempo Wealth LLC bought a new stake in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm bought 11,826 shares of the company’s stock, valued... More of this article »
3,622 Shares in L3Harris Technologies Inc $LHX Purchased by Tempo Wealth LLC
Tempo Wealth LLC bought a new position in L3Harris Technologies Inc (NYSE:LHX – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Sit Investment Associates Inc. Acquires 2,893,917 Shares of XAI Octagon Floating Rate & Alternative Income Trust $XFLT
Sit Investment Associates Inc. grew its holdings in shares of XAI Octagon Floating Rate & Alternative Income Trust (NYSE:XFLT – Free Report) by 112.4% in the 4th quarter, according to the company in its most recent filing... More of this article »
Groupama Asset Managment Increases Stock Holdings in Halliburton Company $HAL
Groupama Asset Managment boosted its holdings in shares of Halliburton Company (NYSE:HAL – Free Report) by 19.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
OakTrust Wealth Advisors LLC Invests $961,000 in Capital Group Dividend Value ETF $CGDV
OakTrust Wealth Advisors LLC acquired a new stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Groupama Asset Managment Reduces Holdings in Valero Energy Corporation $VLO
Groupama Asset Managment lowered its position in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 9.5% during the fourth quarter, Holdings Channel reports. The firm owned 157,084 shares of the oil and gas company’s... More of this article »
OakTrust Wealth Advisors LLC Buys Shares of 64,761 Invesco S&P 500 Quality ETF $SPHQ
OakTrust Wealth Advisors LLC purchased a new position in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 64,761 shares... More of this article »
Strategic Investment Solutions Inc. IL Has $4.06 Million Holdings in Dimensional US Core Equity Market ETF $DFAU
Strategic Investment Solutions Inc. IL trimmed its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 21.2% in the 4th quarter, Holdings Channel reports. The fund owned 86,831 shares of the company’s... More of this article »
Seven Fleet Capital Management LP Takes Position in Enliven Therapeutics, Inc. $ELVN
Seven Fleet Capital Management LP purchased a new stake in shares of Enliven Therapeutics, Inc. (NASDAQ:ELVN – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund purchased 11,688 shares of the company’s... More of this article »
Dimensional U.S. Equity ETF $DFUS is Strategic Investment Solutions Inc. IL’s 3rd Largest Position
Strategic Investment Solutions Inc. IL decreased its stake in Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 20.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
TD Capital Management LLC Sells 11,045 Shares of Vanguard Ultra-Short Bond ETF $VUSB
TD Capital Management LLC reduced its stake in Vanguard Ultra-Short Bond ETF (BATS:VUSB – Free Report) by 20.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 44,312 shares of the company’s stock... More of this article »
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 »
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 »
Catalyst Investment Management LLC Takes $1.28 Million Position in First Trust RBA American Industrial Renaissance ETF $AIRR
Catalyst Investment Management LLC purchased a new position in First Trust RBA American Industrial Renaissance ETF (NASDAQ:AIRR – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 13,042 shares... More of this article »
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 »