Home » Author Archive
Elevation Point Wealth Partners LLC Buys New Position in ONEOK, Inc. $OKE
Elevation Point Wealth Partners LLC purchased a new stake in ONEOK, Inc. (NYSE:OKE – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
11,389 Shares in CME Group Inc. $CME Bought by Elevation Point Wealth Partners LLC
Elevation Point Wealth Partners LLC purchased a new position in CME Group Inc. (NASDAQ:CME – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
WT Wealth Management Raises Holdings in Tesla, Inc. $TSLA
WT Wealth Management lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 39.1% during the second quarter, Holdings Channel.com reports. The institutional investor owned 11,163 shares of the electric... More of this article »
NewEdge Advisors LLC Acquires 15,636 Shares of Dropbox, Inc. $DBX
NewEdge Advisors LLC lifted its stake in Dropbox, Inc. (NASDAQ:DBX – Free Report) by 1,879.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
NewEdge Advisors LLC Invests $338,000 in Preformed Line Products Company $PLPC
NewEdge Advisors LLC bought a new stake in Preformed Line Products Company (NASDAQ:PLPC – Free Report) during the first quarter, according to its most recent disclosure with the SEC. The institutional investor bought 1,250... More of this article »
Commerce Bank Purchases Shares of 41,861 Cigna Group $CI
Commerce Bank acquired a new stake in Cigna Group (NYSE:CI – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 41,861 shares of the health services... More of this article »
Daiichi Life Insurance Co. Ltd. Takes Position in Hilton Worldwide Holdings Inc. $HLT
Daiichi Life Insurance Co. Ltd. purchased a new position in shares of Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) during the second quarter, HoldingsChannel reports. The firm purchased 13,669 shares of the company’s... More of this article »
Commerce Bank Takes Position in Cencora, Inc. $COR
Commerce Bank bought a new stake in Cencora, Inc. (NYSE:COR – Free Report) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 24,299 shares... More of this article »
6,432 Shares in Atmos Energy Corporation $ATO Acquired by Gallo Partners LP
Gallo Partners LP bought a new position in Atmos Energy Corporation (NYSE:ATO – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 6,432 shares of the utilities... More of this article »
206,094 Shares in Blackstone Inc. $BX Acquired by Cibc World Market Inc.
Cibc World Market Inc. purchased a new position in Blackstone Inc. (NYSE:BX – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm purchased 206,094 shares of the asset manager’s... More of this article »
EP Wealth Advisors LLC Makes New $1.33 Million Investment in Paychex, Inc. $PAYX
EP Wealth Advisors LLC acquired a new stake in Paychex, Inc. (NASDAQ:PAYX – Free Report) in the second quarter, HoldingsChannel.com reports. The fund acquired 13,553 shares of the business services provider’s stock, valued... More of this article »
EP Wealth Advisors LLC Makes New Investment in Fortive Corporation $FTV
EP Wealth Advisors LLC acquired a new stake in shares of Fortive Corporation (NYSE:FTV – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Compass Financial Management LLC Takes Position in iShares U.S. Pharmaceuticals ETF $IHE
Compass Financial Management LLC purchased a new position in shares of iShares U.S. Pharmaceuticals ETF (NYSEARCA:IHE – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
EP Wealth Advisors LLC Buys Shares of 6,901 Timken Company (The) $TKR
EP Wealth Advisors LLC purchased a new stake in Timken Company (The) (NYSE:TKR – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 6,901 shares of the industrial... More of this article »
23,865 Shares in Exelixis, Inc. $EXEL Purchased by EP Wealth Advisors LLC
EP Wealth Advisors LLC bought a new position in Exelixis, Inc. (NASDAQ:EXEL – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Connor Clark & Lunn Investment Management Ltd. Invests $355.75 Million in Cenovus Energy Inc $CVE
Connor Clark & Lunn Investment Management Ltd. purchased a new stake in Cenovus Energy Inc (NYSE:CVE – Free Report) (TSE:CVE) in the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Connor Clark & Lunn Investment Management Ltd. Takes $60.47 Million Position in FormFactor, Inc. $FORM
Connor Clark & Lunn Investment Management Ltd. acquired a new stake in shares of FormFactor, Inc. (NASDAQ:FORM – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Covington Investment Advisors Inc. Purchases New Shares in ConocoPhillips $COP
Covington Investment Advisors Inc. acquired a new position in ConocoPhillips (NYSE:COP – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Capital Square LLC Makes New Investment in Schwab International Dividend Equity ETF $SCHY
Capital Square LLC bought a new position in shares of Schwab International Dividend Equity ETF (NYSEARCA:SCHY – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
DLD Asset Management LP Acquires Shares of 100,000 Blue Moon Metals Inc. $BMM
DLD Asset Management LP bought a new position in shares of Blue Moon Metals Inc. (NASDAQ:BMM – Free Report) during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund bought 100,000 shares... More of this article »
Capital Square LLC Makes New $15.58 Million Investment in Vanguard Total Stock Market ETF $VTI
Capital Square LLC purchased a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
DLD Asset Management LP Makes New Investment in The AES Corporation $AES
DLD Asset Management LP bought a new stake in shares of The AES Corporation (NYSE:AES – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Clarion Wealth Managment Partners LLC Has $775,000 Stake in Vanguard Growth ETF $VUG
Clarion Wealth Managment Partners LLC raised its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 447.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Insider Selling: PTC Therapeutics (NASDAQ:PTCT) Director Sells $916,500.00 in Stock
PTC Therapeutics, Inc. (NASDAQ:PTCT – Get Free Report) Director Michael Schmertzler sold 12,500 shares of the business’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $73.32,... More of this article »
Globeflex Capital L P Acquires New Position in Himalaya Shipping Ltd. $HSHP
Globeflex Capital L P bought a new position in Himalaya Shipping Ltd. (NYSE:HSHP – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 318,651 shares... More of this article »
Clear Harbor Asset Management LLC Makes New $754,000 Investment in PureCycle Technologies, Inc. $PCT
Clear Harbor Asset Management LLC purchased a new position in PureCycle Technologies, Inc. (NASDAQ:PCT – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Globeflex Capital L P Invests $13.58 Million in Copa Holdings, S.A. $CPA
Globeflex Capital L P bought a new position in shares of Copa Holdings, S.A. (NYSE:CPA – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Daiichi Life Insurance Co. Ltd. Takes $3.05 Million Position in KKR & Co. Inc. $KKR
Daiichi Life Insurance Co. Ltd. purchased a new stake in KKR & Co. Inc. (NYSE:KKR – Free Report) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 33,235 shares of the asset manager’s... More of this article »
Evolve Private Wealth LLC Takes Position in TTM Technologies, Inc. $TTMI
Evolve Private Wealth LLC acquired a new stake in TTM Technologies, Inc. (NASDAQ:TTMI – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Callan Family Office LLC Makes New $1.25 Million Investment in Cirrus Logic, Inc. $CRUS
Callan Family Office LLC bought a new stake in Cirrus Logic, Inc. (NASDAQ:CRUS – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Virtuix (NASDAQ:VTIX) Downgraded to Strong Sell Rating by Wall Street Zen
Wall Street Zen cut shares of Virtuix (NASDAQ:VTIX – Free Report) from a sell rating to a strong sell rating in a report released on Sunday morning. A number of other research firms have also weighed in on VTIX. Maxim Group began... More of this article »
JAKKS Pacific (NASDAQ:JAKK) Rating Increased to Strong-Buy at Wall Street Zen
Wall Street Zen upgraded shares of JAKKS Pacific (NASDAQ:JAKK – Free Report) from a buy rating to a strong-buy rating in a research note released on Sunday. Other research analysts have also issued research reports about the... More of this article »
Japan Hotel REIT Investment (NIPOF) Expected to Release Earnings on Wednesday
Japan Hotel REIT Investment (OTCMKTS:NIPOF – Get Free Report) is anticipated to announce its results after the market closes on Wednesday, August 26th. Analysts expect Japan Hotel REIT Investment to announce earnings of $11.27... More of this article »
Bank Of Montreal (BMO) Expected to Announce Earnings on Tuesday
Bank Of Montreal (NYSE:BMO – Get Free Report) (TSE:BMO) is anticipated to issue its Q3 2026 results before the market opens on Tuesday, August 25th. Analysts expect Bank Of Montreal to post earnings of $2.71 per share and revenue... More of this article »
Electro Optic Systems (EOPSF) Projected to Announce Earnings on Wednesday
Electro Optic Systems (OTCMKTS:EOPSF – Get Free Report) is anticipated to release its results after the market closes on Wednesday, August 26th. Analysts expect Electro Optic Systems to post earnings of $0.0138 per share and... More of this article »
Fabric.AI, Inc. Common Stock (NASDAQ:FABC) Stock Rating Upgraded by Wall Street Zen
Fabric.AI, Inc. Common Stock (NASDAQ:FABC – Get Free Report) was upgraded by equities researchers at Wall Street Zen from a “strong sell” rating to a “sell” rating in a report released on Saturday. Separately,... More of this article »
Wall Street Zen Downgrades Quince Therapeutics (NASDAQ:QNCX) to Sell
Quince Therapeutics (NASDAQ:QNCX – Get Free Report) was downgraded by investment analysts at Wall Street Zen from a “hold” rating to a “sell” rating in a research note issued to investors on Saturday. A... More of this article »
Flex LNG (NYSE:FLNG) Raised to “Hold” at Wall Street Zen
Flex LNG (NYSE:FLNG – Get Free Report) was upgraded by equities researchers at Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued to clients and investors on Saturday. Other... More of this article »