Home » Author Archive

Image for Sumitomo Life Insurance Co. Purchases Shares of 18,800 MongoDB, Inc. $MDB

Sumitomo Life Insurance Co. Purchases Shares of 18,800 MongoDB, Inc. $MDB

Sumitomo Life Insurance Co. purchased a new stake in MongoDB, Inc. (NASDAQ:MDB – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for First National Bank of Omaha Acquires Shares of 60,014 iShares Russell 1000 Value ETF $IWD

First National Bank of Omaha Acquires Shares of 60,014 iShares Russell 1000 Value ETF $IWD

First National Bank of Omaha acquired a new stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired... More of this article »
Image for iShares Core U.S. REIT ETF $USRT Holdings Raised by Sumitomo Life Insurance Co.

iShares Core U.S. REIT ETF $USRT Holdings Raised by Sumitomo Life Insurance Co.

Sumitomo Life Insurance Co. grew its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for 1,746,896 Shares in iShares S&P GSCI Commodity-Indexed Trust $GSG Bought by Sumitomo Life Insurance Co.

1,746,896 Shares in iShares S&P GSCI Commodity-Indexed Trust $GSG Bought by Sumitomo Life Insurance Co.

Sumitomo Life Insurance Co. bought a new position in shares of iShares S&P GSCI Commodity-Indexed Trust (NYSEARCA:GSG – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Oasis Management Co Ltd. Has $578,000 Stake in Cisco Systems, Inc. $CSCO

Oasis Management Co Ltd. Has $578,000 Stake in Cisco Systems, Inc. $CSCO

Oasis Management Co Ltd. decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 50.0% during the 4th quarter, HoldingsChannel.com reports. The firm owned 7,500 shares of the network equipment provider’s... More of this article »
Image for Denver Wealth Management Inc. Purchases 81,253 Shares of Invesco S&P 500 Equal Weight Utilities ETF $RSPU

Denver Wealth Management Inc. Purchases 81,253 Shares of Invesco S&P 500 Equal Weight Utilities ETF $RSPU

Denver Wealth Management Inc. boosted its position in shares of Invesco S&P 500 Equal Weight Utilities ETF (NYSEARCA:RSPU – Free Report) by 584.4% during the 4th quarter, Holdings Channel reports. The institutional investor... More of this article »
Image for Dynamic Technology Lab Private Ltd Takes $1.52 Million Position in Helmerich & Payne, Inc. $HP

Dynamic Technology Lab Private Ltd Takes $1.52 Million Position in Helmerich & Payne, Inc. $HP

Dynamic Technology Lab Private Ltd purchased a new stake in Helmerich & Payne, Inc. (NYSE:HP – Free Report) during the 4th quarter, HoldingsChannel reports. The firm purchased 53,067 shares of the oil and gas company’s... More of this article »
Image for Cloverfields Capital Group LP Acquires Shares of 5,552 American Electric Power Company, Inc. $AEP

Cloverfields Capital Group LP Acquires Shares of 5,552 American Electric Power Company, Inc. $AEP

Cloverfields Capital Group LP acquired a new stake in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm acquired 5,552 shares of the company’s... More of this article »
Image for SIR Capital Management L.P. Sells 34,313 Shares of Vertiv Holdings Co. $VRT

SIR Capital Management L.P. Sells 34,313 Shares of Vertiv Holdings Co. $VRT

SIR Capital Management L.P. lessened its stake in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 38.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for SIR Capital Management L.P. Acquires New Shares in ONE Gas, Inc. $OGS

SIR Capital Management L.P. Acquires New Shares in ONE Gas, Inc. $OGS

SIR Capital Management L.P. bought a new position in shares of ONE Gas, Inc. (NYSE:OGS – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought... More of this article »
Image for L1 Capital Pty Ltd Buys Shares of 138,851 Flutter Entertainment PLC $FLUT

L1 Capital Pty Ltd Buys Shares of 138,851 Flutter Entertainment PLC $FLUT

L1 Capital Pty Ltd bought a new stake in Flutter Entertainment PLC (NYSE:FLUT – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm bought 138,851 shares of the company’s stock, valued at approximately... More of this article »
Image for L1 Global Manager Pty Ltd Purchases New Stake in K&F GROWTH ACQUISITION CORP. II $KFII

L1 Global Manager Pty Ltd Purchases New Stake in K&F GROWTH ACQUISITION CORP. II $KFII

L1 Global Manager Pty Ltd acquired a new position in shares of K&F GROWTH ACQUISITION CORP. II (NASDAQ:KFII – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for marrick wealth LLC Purchases New Shares in Dimensional California Municipal Bond ETF $DFCA

marrick wealth LLC Purchases New Shares in Dimensional California Municipal Bond ETF $DFCA

marrick wealth LLC purchased a new stake in shares of Dimensional California Municipal Bond ETF (NYSEARCA:DFCA – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund purchased 25,241 shares of the company’s... More of this article »
Image for Martingale Asset Management L P Buys 2,054 Shares of L3Harris Technologies Inc $LHX

Martingale Asset Management L P Buys 2,054 Shares of L3Harris Technologies Inc $LHX

Martingale Asset Management L P increased its stake in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 3.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Head-To-Head Comparison: Dynamix Corp III (DNMX) and Its Peers

Head-To-Head Comparison: Dynamix Corp III (DNMX) and Its Peers

Dynamix Corp III (NASDAQ:DNMX – Get Free Report) is one of 326 publicly-traded companies in the “Investment Offices” industry, but how does it weigh in compared to its competitors? We will compare Dynamix Corp III... More of this article »
Image for Trillium Asset Management LLC Has $32.21 Million Stock Position in Unilever PLC $UL

Trillium Asset Management LLC Has $32.21 Million Stock Position in Unilever PLC $UL

Trillium Asset Management LLC reduced its position in Unilever PLC (NYSE:UL – Free Report) by 23.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 484,479 shares of the company’s stock... More of this article »
Image for JetBlue Airways Corporation (NASDAQ:JBLU) Receives $4.93 Average Target Price from Analysts

JetBlue Airways Corporation (NASDAQ:JBLU) Receives $4.93 Average Target Price from Analysts

Shares of JetBlue Airways Corporation (NASDAQ:JBLU – Get Free Report) have earned a consensus rating of “Reduce” from the eleven brokerages that are currently covering the firm, Marketbeat.com reports. Four equities... More of this article »
Image for Quadrant Capital Group LLC Buys 3,088 Shares of Eli Lilly and Company $LLY

Quadrant Capital Group LLC Buys 3,088 Shares of Eli Lilly and Company $LLY

Quadrant Capital Group LLC increased its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 16.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for 370,090 Shares in Copart, Inc. $CPRT Bought by Clarkston Capital Partners LLC

370,090 Shares in Copart, Inc. $CPRT Bought by Clarkston Capital Partners LLC

Clarkston Capital Partners LLC acquired a new position in Copart, Inc. (NASDAQ:CPRT – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Clarkston Capital Partners LLC Sells 10,352 Shares of Anheuser-Busch InBev SA/NV $BUD

Clarkston Capital Partners LLC Sells 10,352 Shares of Anheuser-Busch InBev SA/NV $BUD

Clarkston Capital Partners LLC trimmed its position in shares of Anheuser-Busch InBev SA/NV (NYSE:BUD – Free Report) by 1.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for William Bradley Purchases 68,493 Shares of Fractyl Health (NASDAQ:GUTS) Stock

William Bradley Purchases 68,493 Shares of Fractyl Health (NASDAQ:GUTS) Stock

Fractyl Health, Inc. (NASDAQ:GUTS – Get Free Report) Director William Bradley bought 68,493 shares of the company’s stock in a transaction on Wednesday, June 10th. The shares were bought at an average cost of $0.73 per... More of this article »
Image for Richard Little Acquires 50,000 Shares of enCore Energy (NASDAQ:EU) Stock

Richard Little Acquires 50,000 Shares of enCore Energy (NASDAQ:EU) Stock

enCore Energy Corp. (NASDAQ:EU – Get Free Report) CEO Richard Little acquired 50,000 shares of the firm’s stock in a transaction on Tuesday, June 9th. The stock was bought at an average price of $1.28 per share, with a... More of this article »
Image for Analyzing Broadway Financial (NASDAQ:BYFC) and Southern Missouri Bancorp (NASDAQ:SMBC)

Analyzing Broadway Financial (NASDAQ:BYFC) and Southern Missouri Bancorp (NASDAQ:SMBC)

Broadway Financial (NASDAQ:BYFC – Get Free Report) and Southern Missouri Bancorp (NASDAQ:SMBC – Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast the two companies... More of this article »
Image for Dynamic Technology Lab Private Ltd Takes $3.06 Million Position in Bank of New York Mellon Corporation $BNY

Dynamic Technology Lab Private Ltd Takes $3.06 Million Position in Bank of New York Mellon Corporation $BNY

Dynamic Technology Lab Private Ltd acquired a new stake in Bank of New York Mellon Corporation (NYSE:BNY – Free Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 26,362 shares of the bank’s stock,... More of this article »
Image for Dynamic Technology Lab Private Ltd Has $2.55 Million Stock Position in Match Group Inc. $MTCH

Dynamic Technology Lab Private Ltd Has $2.55 Million Stock Position in Match Group Inc. $MTCH

Dynamic Technology Lab Private Ltd lifted its position in shares of Match Group Inc. (NASDAQ:MTCH – Free Report) by 88.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Dynamic Technology Lab Private Ltd Buys Shares of 10,597 C.H. Robinson Worldwide, Inc. $CHRW

Dynamic Technology Lab Private Ltd Buys Shares of 10,597 C.H. Robinson Worldwide, Inc. $CHRW

Dynamic Technology Lab Private Ltd purchased a new stake in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for HITE Hedge Asset Management LLC Invests $909,000 in RB Global, Inc. $RBA

HITE Hedge Asset Management LLC Invests $909,000 in RB Global, Inc. $RBA

HITE Hedge Asset Management LLC bought a new position in RB Global, Inc. (NYSE:RBA – Free Report) (TSE:RBA) during the 4th quarter, HoldingsChannel reports. The fund bought 8,838 shares of the business services provider’s... More of this article »
Image for Circle Wealth Management LLC Purchases 1,167 Shares of Ciena Corporation $CIEN

Circle Wealth Management LLC Purchases 1,167 Shares of Ciena Corporation $CIEN

Circle Wealth Management LLC grew its position in Ciena Corporation (NYSE:CIEN – Free Report) by 9.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Castleark Management LLC Decreases Stake in Nextpower Inc. $NXT

Castleark Management LLC Decreases Stake in Nextpower Inc. $NXT

Castleark Management LLC reduced its stake in shares of Nextpower Inc. (NASDAQ:NXT – Free Report) by 9.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 105,484 shares of the company’s stock after... More of this article »
Image for Howland Capital Management LLC Decreases Stake in Watsco, Inc. $WSO

Howland Capital Management LLC Decreases Stake in Watsco, Inc. $WSO

Howland Capital Management LLC decreased its holdings in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 8.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Alchemi Wealth LLC Purchases Shares of 16,735 Fidelity Enhanced Large Cap Value ETF $FELV

Alchemi Wealth LLC Purchases Shares of 16,735 Fidelity Enhanced Large Cap Value ETF $FELV

Alchemi Wealth LLC bought a new position in shares of Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for E Scott Urdang Sells 3,000 Shares of Gaming and Leisure Properties (NASDAQ:GLPI) Stock

E Scott Urdang Sells 3,000 Shares of Gaming and Leisure Properties (NASDAQ:GLPI) Stock

Gaming and Leisure Properties, Inc. (NASDAQ:GLPI – Get Free Report) Director E Scott Urdang sold 3,000 shares of Gaming and Leisure Properties stock in a transaction on Wednesday, June 10th. The shares were sold at an average... More of this article »
Image for Ali Kashani Sells 15,885 Shares of Serve Robotics (NASDAQ:SERV) Stock

Ali Kashani Sells 15,885 Shares of Serve Robotics (NASDAQ:SERV) Stock

Serve Robotics Inc. (NASDAQ:SERV – Get Free Report) CEO Ali Kashani sold 15,885 shares of the business’s stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $7.24, for a total... More of this article »
Image for Community Financial System (NYSE:CBU) Director Sells $127,960.00 in Stock

Community Financial System (NYSE:CBU) Director Sells $127,960.00 in Stock

Community Financial System, Inc. (NYSE:CBU – Get Free Report) Director Eric Stickels sold 2,000 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The shares were sold at an average price... More of this article »
Image for Macquarie Group Ltd. Cuts Stock Holdings in CME Group Inc. $CME

Macquarie Group Ltd. Cuts Stock Holdings in CME Group Inc. $CME

Macquarie Group Ltd. decreased its stake in shares of CME Group Inc. (NASDAQ:CME – Free Report) by 68.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Macquarie Group Ltd. Has $105.91 Million Stock Holdings in PepsiCo, Inc. $PEP

Macquarie Group Ltd. Has $105.91 Million Stock Holdings in PepsiCo, Inc. $PEP

Macquarie Group Ltd. lessened its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 25.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for M1 Capital Management LLC Purchases 15,985 Shares of Invesco S&P 500 Top 50 ETF $XLG

M1 Capital Management LLC Purchases 15,985 Shares of Invesco S&P 500 Top 50 ETF $XLG

M1 Capital Management LLC raised its stake in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 22.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for Quantum Capital Management LLC NJ Sells 83,107 Shares of The Descartes Systems Group Inc. $DSGX

Quantum Capital Management LLC NJ Sells 83,107 Shares of The Descartes Systems Group Inc. $DSGX

Quantum Capital Management LLC NJ trimmed its position in shares of The Descartes Systems Group Inc. (NASDAQ:DSGX – Free Report) (TSE:DSG) by 72.6% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for NVIDIA Corporation $NVDA is Summit Financial LLC’s 6th Largest Position

NVIDIA Corporation $NVDA is Summit Financial LLC’s 6th Largest Position

Summit Financial LLC lessened its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Summit Financial LLC Grows Stake in JPMorgan Active Bond ETF $JBND

Summit Financial LLC Grows Stake in JPMorgan Active Bond ETF $JBND

Summit Financial LLC lifted its position in JPMorgan Active Bond ETF (NYSEARCA:JBND – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »