Home » Author Archive

Image for Bitwise Bitcoin ETF $BITB Stock: Magnus Financial Group LLC Boosts Holdings

Bitwise Bitcoin ETF $BITB Stock: Magnus Financial Group LLC Boosts Holdings

Magnus Financial Group LLC raised its holdings in Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) by 11.5% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 360,534 shares of the company’s... More of this article »
Image for Lmcg Investments LLC Acquires New Stake in Ferrari N.V. $RACE

Lmcg Investments LLC Acquires New Stake in Ferrari N.V. $RACE

Lmcg Investments LLC acquired a new position in Ferrari N.V. (NYSE:RACE – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 9,871 shares of the company’s stock, valued... More of this article »
Image for Cadence Design Systems, Inc. $CDNS Holdings Raised by Lmcg Investments LLC

Cadence Design Systems, Inc. $CDNS Holdings Raised by Lmcg Investments LLC

Lmcg Investments LLC boosted its position in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 27.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Lmcg Investments LLC Buys New Stake in Invesco S&P 500 Quality ETF $SPHQ

Lmcg Investments LLC Buys New Stake in Invesco S&P 500 Quality ETF $SPHQ

Lmcg Investments LLC bought a new position in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 45,850 shares... More of this article »
Image for 79,067 Invesco S&P 500 Momentum ETF $SPMO Shares Sold by Physician Wealth Advisors Inc.

79,067 Invesco S&P 500 Momentum ETF $SPMO Shares Sold by Physician Wealth Advisors Inc.

Physician Wealth Advisors Inc. cut its stake in Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 98.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Nisa Investment Advisors LLC Sells 1,664 Shares of Tesla, Inc. $TSLA

Nisa Investment Advisors LLC Sells 1,664 Shares of Tesla, Inc. $TSLA

Nisa Investment Advisors LLC cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 512,718 shares of the electric vehicle producer’s... More of this article »
Image for Vanguard Tax-Exempt Bond ETF $VTEB Stock Holdings Lifted by Eagle Rock Investment Company LLC

Vanguard Tax-Exempt Bond ETF $VTEB Stock Holdings Lifted by Eagle Rock Investment Company LLC

Eagle Rock Investment Company LLC increased its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 13.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for State Street Corporation $STT Stock: Vest Financial LLC Decreases Holdings

State Street Corporation $STT Stock: Vest Financial LLC Decreases Holdings

Vest Financial LLC trimmed its position in State Street Corporation (NYSE:STT – Free Report) by 44.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 139,278... More of this article »
Image for Regeneron Pharmaceuticals, Inc. $REGN Shares Acquired by Vest Financial LLC

Regeneron Pharmaceuticals, Inc. $REGN Shares Acquired by Vest Financial LLC

Vest Financial LLC increased its holdings in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 59.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 77,214 shares of the biopharmaceutical... More of this article »
Image for Wavvest Wealth LLC Buys 5,117 Shares of Everpure, Inc. $P

Wavvest Wealth LLC Buys 5,117 Shares of Everpure, Inc. $P

Wavvest Wealth LLC bought a new stake in Everpure, Inc. (NYSE:P – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for USAdvisors Wealth Management LLC Buys New Stake in SPDR Portfolio Emerging Markets ETF $SPEM

USAdvisors Wealth Management LLC Buys New Stake in SPDR Portfolio Emerging Markets ETF $SPEM

USAdvisors Wealth Management LLC bought a new stake in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for Western Digital Corporation $WDC Shares Acquired by Vest Financial LLC

Western Digital Corporation $WDC Shares Acquired by Vest Financial LLC

Vest Financial LLC increased its holdings in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) by 141.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 78,950 shares of the data storage provider’s... More of this article »
Image for Linde PLC $LIN Stock Sold by Vest Financial LLC

Linde PLC $LIN Stock Sold by Vest Financial LLC

Vest Financial LLC reduced its position in Linde PLC (NASDAQ:LIN – Free Report) by 1.6% in the 3rd quarter, Holdings Channel reports. The firm owned 136,996 shares of the basic materials company’s stock after selling 2,198... More of this article »
Image for Eversource Energy $ES Holdings Lessened by Vest Financial LLC

Eversource Energy $ES Holdings Lessened by Vest Financial LLC

Vest Financial LLC lessened its stake in Eversource Energy (NYSE:ES – Free Report) by 9.4% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 658,110 shares of the utilities provider’s... More of this article »
Image for Lam Research Corporation $LRCX Stake Lowered by Vest Financial LLC

Lam Research Corporation $LRCX Stake Lowered by Vest Financial LLC

Vest Financial LLC trimmed its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 15.2% during the third quarter, HoldingsChannel reports. The fund owned 326,056 shares of the semiconductor company’s... More of this article »
Image for Sage Private Wealth Group LLC Acquires New Stake in iShares Core S&P Mid-Cap ETF $IJH

Sage Private Wealth Group LLC Acquires New Stake in iShares Core S&P Mid-Cap ETF $IJH

Sage Private Wealth Group LLC acquired a new stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Agriculture Stocks To Add to Your Watchlist – October 19th

Agriculture Stocks To Add to Your Watchlist – October 19th

Deere & Company, Corteva, Valmont Industries, Gates Industrial, CEA Industries, CEA Industries, and Hydrofarm Holdings Group are the seven Agriculture stocks to watch today, according to MarketBeat’s stock screener tool.... More of this article »
Image for Direxion Daily MSCI South Korea Bull 3X ETF (NYSEARCA:KORU) Shares Gap Down – Here’s What Happened

Direxion Daily MSCI South Korea Bull 3X ETF (NYSEARCA:KORU) Shares Gap Down – Here’s What Happened

Shares of Direxion Daily MSCI South Korea Bull 3X ETF (NYSEARCA:KORU – Get Free Report) gapped down before the market opened on Tuesday. The stock had previously closed at $11.92, but opened at $10.90. Direxion Daily MSCI South... More of this article »
Image for Karooooo (NASDAQ:KARO) Shares Gap Down – Should You Sell?

Karooooo (NASDAQ:KARO) Shares Gap Down – Should You Sell?

Karooooo Ltd. (NASDAQ:KARO – Get Free Report) shares gapped down before the market opened on Tuesday. The stock had previously closed at $62.10, but opened at $59.23. Karooooo shares last traded at $59.40, with a volume of 26,783... More of this article »
Image for Hyster-Yale (NYSE:HY) vs. Donaldson (NYSE:DCI) Head to Head Survey

Hyster-Yale (NYSE:HY) vs. Donaldson (NYSE:DCI) Head to Head Survey

Donaldson (NYSE:DCI – Get Free Report) and Hyster-Yale (NYSE:HY – Get Free Report) are both industrials companies, but which is the better business? We will compare the two companies based on the strength of their earnings,... More of this article »
Image for Contrasting U.S. Global Investors (NASDAQ:GROW) and Gladstone Investment (NASDAQ:GAIN)

Contrasting U.S. Global Investors (NASDAQ:GROW) and Gladstone Investment (NASDAQ:GAIN)

U.S. Global Investors (NASDAQ:GROW – Get Free Report) and Gladstone Investment (NASDAQ:GAIN – Get Free Report) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses... More of this article »
Image for 4,083 AMETEK, Inc. $AME Shares Bought by Nisa Investment Advisors LLC

4,083 AMETEK, Inc. $AME Shares Bought by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lifted its position in AMETEK, Inc. (NYSE:AME – Free Report) by 6.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Integrated Advisors Network LLC Makes New Investment in iShares MSCI EAFE Growth ETF $EFG

Integrated Advisors Network LLC Makes New Investment in iShares MSCI EAFE Growth ETF $EFG

Integrated Advisors Network LLC bought a new stake in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Vanguard Short-Term Inflation-Protected Securities ETF $VTIP Stock: White Lighthouse Investment Management Inc. Raises Stake

Vanguard Short-Term Inflation-Protected Securities ETF $VTIP Stock: White Lighthouse Investment Management Inc. Raises Stake

White Lighthouse Investment Management Inc. grew its stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 7.7% during the third quarter, according to its most recent 13F filing with the... More of this article »
Image for Integrated Advisors Network LLC Acquires 8,750 Shares of Nutanix $NTNX

Integrated Advisors Network LLC Acquires 8,750 Shares of Nutanix $NTNX

Integrated Advisors Network LLC boosted its holdings in shares of Nutanix (NASDAQ:NTNX – Free Report) by 37.5% in the third quarter, according to its most recent filing with the SEC. The firm owned 32,106 shares of the technology... More of this article »
Image for Wavvest Wealth LLC Makes New Investment in Alico, Inc. $ALCO

Wavvest Wealth LLC Makes New Investment in Alico, Inc. $ALCO

Wavvest Wealth LLC purchased a new stake in Alico, Inc. (NASDAQ:ALCO – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased... More of this article »
Image for Analyzing Perella Weinberg Partners (NASDAQ:PWP) & Orchid Island Capital (NYSE:ORC)

Analyzing Perella Weinberg Partners (NASDAQ:PWP) & Orchid Island Capital (NYSE:ORC)

Orchid Island Capital (NYSE:ORC – Get Free Report) and Perella Weinberg Partners (NASDAQ:PWP – Get Free Report) are both small-cap finance companies, but which is the better investment? We will contrast the two companies... More of this article »
Image for Howmet Aerospace Inc. $HWM Stock: Robeco Institutional Asset Management B.V. Lowers Holdings

Howmet Aerospace Inc. $HWM Stock: Robeco Institutional Asset Management B.V. Lowers Holdings

Robeco Institutional Asset Management B.V. lowered its stake in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 15.3% during the third quarter, HoldingsChannel reports. The fund owned 442,998 shares of the company’s... More of this article »
Image for Robeco Institutional Asset Management B.V. Purchases 83,337 Shares of Best Buy Co., Inc. $BBY

Robeco Institutional Asset Management B.V. Purchases 83,337 Shares of Best Buy Co., Inc. $BBY

Robeco Institutional Asset Management B.V. lifted its position in shares of Best Buy Co., Inc. (NYSE:BBY – Free Report) by 9.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for 161,555 Illumina, Inc. $ILMN Shares Purchased by Robeco Institutional Asset Management B.V.

161,555 Illumina, Inc. $ILMN Shares Purchased by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. raised its holdings in shares of Illumina, Inc. (NASDAQ:ILMN – Free Report) by 52.5% in the 3rd quarter, Holdings Channel.com reports. The fund owned 469,340 shares of the life sciences... More of this article »
Image for CMS Energy Corporation $CMS Shares Acquired by Nisa Investment Advisors LLC

CMS Energy Corporation $CMS Shares Acquired by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC raised its holdings in CMS Energy Corporation (NYSE:CMS – Free Report) by 155.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Illinois Tool Works (NYSE:ITW) vs. Mueller Industries (NYSE:MLI) Financial Review

Illinois Tool Works (NYSE:ITW) vs. Mueller Industries (NYSE:MLI) Financial Review

Illinois Tool Works (NYSE:ITW – Get Free Report) and Mueller Industries (NYSE:MLI – Get Free Report) are both large-cap industrials companies, but which is the superior business? We will contrast the two businesses based... More of this article »
Image for Dimensional International Core Equity 2 ETF $DFIC Stock Bought by Pillar Financial Advisors LLC

Dimensional International Core Equity 2 ETF $DFIC Stock Bought by Pillar Financial Advisors LLC

Pillar Financial Advisors LLC raised its holdings in shares of Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 6.7% during the 3rd quarter, HoldingsChannel reports. The fund owned 588,707 shares of the... More of this article »
Image for 103,982 Shares in JPMorgan Ultra-Short Income ETF $JPST Purchased by Wavvest Wealth LLC

103,982 Shares in JPMorgan Ultra-Short Income ETF $JPST Purchased by Wavvest Wealth LLC

Wavvest Wealth LLC purchased a new stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) in the 3rd quarter, Holdings Channel reports. The fund purchased 103,982 shares of the company’s stock, valued at... More of this article »
Image for Innovator Defined Wealth Shield ETF $BALT Stock Acquired by Kraft Davis & Associates LLC

Innovator Defined Wealth Shield ETF $BALT Stock Acquired by Kraft Davis & Associates LLC

Kraft Davis & Associates LLC grew its holdings in Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 21.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Sowell Financial Services LLC Buys 85,648 Shares of Timothy Plan US Large/Mid Cap Core ETF $TPLC

Sowell Financial Services LLC Buys 85,648 Shares of Timothy Plan US Large/Mid Cap Core ETF $TPLC

Sowell Financial Services LLC bought a new position in shares of Timothy Plan US Large/Mid Cap Core ETF (NYSEARCA:TPLC – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm bought 85,648 shares of the... More of this article »
Image for 4,203 iShares S&P Mid-Cap 400 Value ETF $IJJ Shares Sold by Oxler Private Wealth LLC

4,203 iShares S&P Mid-Cap 400 Value ETF $IJJ Shares Sold by Oxler Private Wealth LLC

Oxler Private Wealth LLC lessened its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 25.7% in the third quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for CarParts.com (PRTS) Projected to Announce Earnings on Thursday

CarParts.com (PRTS) Projected to Announce Earnings on Thursday

CarParts.com (NASDAQ:PRTS – Get Free Report) is anticipated to announce its Q3 2026 results after the market closes on Thursday, October 29th. Analysts expect the company to post earnings of ($0.8350) per share and revenue of... More of this article »
Image for Stagwell (STGW) Expected to Post Earnings on Thursday

Stagwell (STGW) Expected to Post Earnings on Thursday

Stagwell (NASDAQ:STGW – Get Free Report) will likely be issuing its Q3 2026 results before the market opens on Thursday, October 29th. Analysts expect Stagwell to announce earnings of $0.3052 per share and revenue of $838.38... More of this article »
Image for Norwegian Cruise Line (NCLH) Expected to Announce Quarterly Earnings on Thursday

Norwegian Cruise Line (NCLH) Expected to Announce Quarterly Earnings on Thursday

Norwegian Cruise Line (NYSE:NCLH – Get Free Report) will likely be releasing its Q3 2026 results before the market opens on Thursday, October 29th. Analysts expect the company to announce earnings of $0.93 per share and revenue... More of this article »