Home » Author Archive

Image for Old West Investment Management LLC Buys Shares of 60,213 Alpha Metallurgical Resources, Inc. $AMR

Old West Investment Management LLC Buys Shares of 60,213 Alpha Metallurgical Resources, Inc. $AMR

Old West Investment Management LLC bought a new position in Alpha Metallurgical Resources, Inc. (NYSE:AMR – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Old West Investment Management LLC Takes $6.17 Million Position in East West Bancorp, Inc. $EWBC

Old West Investment Management LLC Takes $6.17 Million Position in East West Bancorp, Inc. $EWBC

Old West Investment Management LLC bought a new stake in East West Bancorp, Inc. (NASDAQ:EWBC – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for OMC Financial Services LTD Takes Position in BlackRock Enhanced Equity Dividend Trust $BDJ

OMC Financial Services LTD Takes Position in BlackRock Enhanced Equity Dividend Trust $BDJ

OMC Financial Services LTD acquired a new position in BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Longfellow Investment Management Co. LLC Takes Position in Public Storage $PSA

Longfellow Investment Management Co. LLC Takes Position in Public Storage $PSA

Longfellow Investment Management Co. LLC purchased a new position in shares of Public Storage (NYSE:PSA – Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for HBK Sorce Advisory LLC Takes Position in Lake Shore Bancorp, Inc. $LSBK

HBK Sorce Advisory LLC Takes Position in Lake Shore Bancorp, Inc. $LSBK

HBK Sorce Advisory LLC bought a new stake in shares of Lake Shore Bancorp, Inc. (NASDAQ:LSBK – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm bought 85,173 shares of the savings and loans company’s... More of this article »
Image for HBK Sorce Advisory LLC Makes New $3.77 Million Investment in Cencora, Inc. $COR

HBK Sorce Advisory LLC Makes New $3.77 Million Investment in Cencora, Inc. $COR

HBK Sorce Advisory LLC acquired a new position in shares of Cencora, Inc. (NYSE:COR – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The fund acquired 11,871 shares of the company’s stock, valued at... More of this article »
Image for Horizon Investment Services LLC Buys New Holdings in NWPX Infrastructure, Inc. $NWPX

Horizon Investment Services LLC Buys New Holdings in NWPX Infrastructure, Inc. $NWPX

Horizon Investment Services LLC purchased a new position in shares of NWPX Infrastructure, Inc. (NASDAQ:NWPX – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Vanguard Total Stock Market ETF $VTI Shares Acquired by Keener Financial Planning LLC

Vanguard Total Stock Market ETF $VTI Shares Acquired by Keener Financial Planning LLC

Keener Financial Planning LLC grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 12.3% in the second quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image for Oppenheimer Asset Management Inc. Buys New Position in Frontdoor Inc. $FTDR

Oppenheimer Asset Management Inc. Buys New Position in Frontdoor Inc. $FTDR

Oppenheimer Asset Management Inc. purchased a new position in shares of Frontdoor Inc. (NASDAQ:FTDR – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Nippon Life Global Investors Americas Inc. Buys Shares of 20,430 Ecolab Inc. $ECL

Nippon Life Global Investors Americas Inc. Buys Shares of 20,430 Ecolab Inc. $ECL

Nippon Life Global Investors Americas Inc. bought a new stake in shares of Ecolab Inc. (NYSE:ECL – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The firm bought 20,430 shares of the basic materials company’s... More of this article »
Image for SCS Capital Management LLC Takes $932,000 Position in Golub Capital BDC, Inc. $GBDC

SCS Capital Management LLC Takes $932,000 Position in Golub Capital BDC, Inc. $GBDC

SCS Capital Management LLC acquired a new stake in shares of Golub Capital BDC, Inc. (NASDAQ:GBDC – Free Report) during the second quarter, HoldingsChannel reports. The fund acquired 72,372 shares of the investment management... More of this article »
Image for Summit Global Investments Purchases 6,310 Shares of Palantir Technologies Inc. $PLTR

Summit Global Investments Purchases 6,310 Shares of Palantir Technologies Inc. $PLTR

Summit Global Investments raised its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 19.5% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 38,665 shares of the... More of this article »
Image for SCS Capital Management LLC Takes Position in Pinnacle Financial Partners, Inc. $PNFP

SCS Capital Management LLC Takes Position in Pinnacle Financial Partners, Inc. $PNFP

SCS Capital Management LLC bought a new stake in Pinnacle Financial Partners, Inc. (NYSE:PNFP – Free Report) in the 2nd quarter, Holdings Channel.com reports. The fund bought 8,479 shares of the company’s stock, valued... More of this article »
Image for 21,846 Shares in Bank of Hawaii Corporation $BOH Bought by J.Safra Asset Management Corp

21,846 Shares in Bank of Hawaii Corporation $BOH Bought by J.Safra Asset Management Corp

J.Safra Asset Management Corp acquired a new stake in Bank of Hawaii Corporation (NYSE:BOH – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor acquired... More of this article »
Image for J.Safra Asset Management Corp Invests $816,000 in General Motors Company $GM

J.Safra Asset Management Corp Invests $816,000 in General Motors Company $GM

J.Safra Asset Management Corp acquired a new position in shares of General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 10,580 shares... More of this article »
Image for GSA Capital Partners LLP Takes Position in CNA Financial Corporation $CNA

GSA Capital Partners LLP Takes Position in CNA Financial Corporation $CNA

GSA Capital Partners LLP acquired a new position in shares of CNA Financial Corporation (NYSE:CNA – Free Report) during the 2nd quarter, Holdings Channel reports. The fund acquired 29,173 shares of the insurance provider’s... More of this article »
Image for Griffith & Werner Inc. Purchases 10,739 Shares of Verizon Communications Inc. $VZ

Griffith & Werner Inc. Purchases 10,739 Shares of Verizon Communications Inc. $VZ

Griffith & Werner Inc. grew its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 9.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 126,388 shares of the cell... More of this article »
Image for Guardian Partners Inc. Cuts Stock Position in GE Vernova Inc. $GEV

Guardian Partners Inc. Cuts Stock Position in GE Vernova Inc. $GEV

Guardian Partners Inc. cut its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 81.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Short Interest in LanzaTech Global, Inc. (NASDAQ:LNZAW) Rises By 110.4%

Short Interest in LanzaTech Global, Inc. (NASDAQ:LNZAW) Rises By 110.4%

LanzaTech Global, Inc. (NASDAQ:LNZAW – Get Free Report) saw a large growth in short interest in the month of July. As of July 31st, there was short interest totaling 27,235 shares, a growth of 110.4% from the July 15th total... More of this article »
Image for Invesco S&P Emerging Markets Momentum ETF (NYSEARCA:EEMO) Short Interest Update

Invesco S&P Emerging Markets Momentum ETF (NYSEARCA:EEMO) Short Interest Update

Invesco S&P Emerging Markets Momentum ETF (NYSEARCA:EEMO – Get Free Report) was the recipient of a large growth in short interest during the month of July. As of July 31st, there was short interest totaling 51,467 shares,... More of this article »
Image for GSA Capital Partners LLP Purchases Shares of 211,370 AbCellera Biologics Inc. $ABCL

GSA Capital Partners LLP Purchases Shares of 211,370 AbCellera Biologics Inc. $ABCL

GSA Capital Partners LLP acquired a new position in AbCellera Biologics Inc. (NASDAQ:ABCL – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for GSA Capital Partners LLP Acquires New Position in Unity Software Inc. $U

GSA Capital Partners LLP Acquires New Position in Unity Software Inc. $U

GSA Capital Partners LLP acquired a new stake in Unity Software Inc. (NYSE:U – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Caterpillar Inc. $CAT Shares Sold by Patriot Financial Group Insurance Agency LLC

Caterpillar Inc. $CAT Shares Sold by Patriot Financial Group Insurance Agency LLC

Patriot Financial Group Insurance Agency LLC decreased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 48.7% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 4,599... More of this article »
Image for Broadcom Inc. $AVGO Shares Sold by Orange Investment Advisors Inc.

Broadcom Inc. $AVGO Shares Sold by Orange Investment Advisors Inc.

Orange Investment Advisors Inc. decreased its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 12.3% in the second quarter, HoldingsChannel.com reports. The fund owned 32,068 shares of the semiconductor manufacturer’s... More of this article »
Image for Mitsubishi UFJ Trust & Banking Corp Reduces Stock Holdings in Capital One Financial Corporation $COF

Mitsubishi UFJ Trust & Banking Corp Reduces Stock Holdings in Capital One Financial Corporation $COF

Mitsubishi UFJ Trust & Banking Corp reduced its position in shares of Capital One Financial Corporation (NYSE:COF – Free Report) by 4.5% in the second quarter, according to the company in its most recent filing with the... More of this article »
Image for Caterpillar Inc. $CAT Shares Sold by Vermillion Wealth Management Inc.

Caterpillar Inc. $CAT Shares Sold by Vermillion Wealth Management Inc.

Vermillion Wealth Management Inc. decreased its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 24.8% during the second quarter, Holdings Channel reports. The institutional investor owned 2,196 shares of the industrial... More of this article »
Image for Merit Financial Group LLC Buys 3,845 Shares of The TJX Companies, Inc. $TJX

Merit Financial Group LLC Buys 3,845 Shares of The TJX Companies, Inc. $TJX

Merit Financial Group LLC increased its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 4.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 92,251 shares... More of this article »
Image for Analyzing FIBRA Prologis (OTCMKTS:FBBPF) & First Industrial Realty Trust (NYSE:FR)

Analyzing FIBRA Prologis (OTCMKTS:FBBPF) & First Industrial Realty Trust (NYSE:FR)

FIBRA Prologis (OTCMKTS:FBBPF – Get Free Report) and First Industrial Realty Trust (NYSE:FR – Get Free Report) are both mid-cap real estate companies, but which is the better investment? We will compare the two businesses... More of this article »
Image for Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM) Given Average Rating of “Moderate Buy” by Analysts

Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM) Given Average Rating of “Moderate Buy” by Analysts

Full Truck Alliance Co. Ltd. Sponsored ADR (NYSE:YMM – Get Free Report) has been assigned an average recommendation of “Moderate Buy” from the nine research firms that are presently covering the company, MarketBeat... More of this article »
Image for Head to Head Review: Bluemount (NASDAQ:BMHL) & Genuine Parts (NYSE:GPC)

Head to Head Review: Bluemount (NASDAQ:BMHL) & Genuine Parts (NYSE:GPC)

Genuine Parts (NYSE:GPC – Get Free Report) and Bluemount (NASDAQ:BMHL – Get Free Report) are both consumer discretionary companies, but which is the better stock? We will contrast the two companies based on the strength... More of this article »
Image for Head-To-Head Contrast: Alkaline Water (WTER) and Its Peers

Head-To-Head Contrast: Alkaline Water (WTER) and Its Peers

Institutional & Insider Ownership 3.8% of Alkaline Water shares are owned by institutional investors. Comparatively, 36.7% of shares of all “Beverages” companies are owned by institutional investors. 4.1% of Alkaline... More of this article »
Image for UnitedHealth Group Incorporated $UNH Shares Acquired by Transcend Capital Advisors LLC

UnitedHealth Group Incorporated $UNH Shares Acquired by Transcend Capital Advisors LLC

Transcend Capital Advisors LLC increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 57.3% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Amgen Inc. $AMGN Stock Holdings Lessened by Midwest Trust Co

Amgen Inc. $AMGN Stock Holdings Lessened by Midwest Trust Co

Midwest Trust Co cut its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.9% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 77,424 shares of the medical research company’s... More of this article »
Image for Weekly Investment Analysts’ Ratings Changes for Texas Roadhouse (TXRH)

Weekly Investment Analysts’ Ratings Changes for Texas Roadhouse (TXRH)

Several analysts have recently updated their ratings and price targets for Texas Roadhouse (NASDAQ: TXRH): 8/10/2026 – Texas Roadhouse had its “hold” rating reaffirmed by Benchmark Co.. 8/10/2026 – Texas Roadhouse... More of this article »
Image for 9,047 Shares in Air Products and Chemicals, Inc. $APD Acquired by Global Retirement Partners LLC

9,047 Shares in Air Products and Chemicals, Inc. $APD Acquired by Global Retirement Partners LLC

Global Retirement Partners LLC acquired a new stake in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Image for Global Retirement Partners LLC Takes $7.91 Million Position in ServiceNow, Inc. $NOW

Global Retirement Partners LLC Takes $7.91 Million Position in ServiceNow, Inc. $NOW

Global Retirement Partners LLC purchased a new stake in ServiceNow, Inc. (NYSE:NOW – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 79,680... More of this article »
Image for CBRE Group (NYSE:CBRE) Insider Sells $33,810.12 in Stock

CBRE Group (NYSE:CBRE) Insider Sells $33,810.12 in Stock

CBRE Group, Inc. (NYSE:CBRE – Get Free Report) insider Chad Doellinger sold 228 shares of the business’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $148.29, for a total... More of this article »
Image for 53,806 Shares in Insperity, Inc. $NSP Bought by Oppenheimer Asset Management Inc.

53,806 Shares in Insperity, Inc. $NSP Bought by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. purchased a new stake in shares of Insperity, Inc. (NYSE:NSP – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Oppenheimer Asset Management Inc. Invests $2.17 Million in WEX Inc. $WEX

Oppenheimer Asset Management Inc. Invests $2.17 Million in WEX Inc. $WEX

Oppenheimer Asset Management Inc. acquired a new stake in WEX Inc. (NYSE:WEX – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »
Image for Overbrook Management Corp Sells 17,070 Shares of AppLovin Corporation $APP

Overbrook Management Corp Sells 17,070 Shares of AppLovin Corporation $APP

Overbrook Management Corp lessened its stake in AppLovin Corporation (NASDAQ:APP – Free Report) by 58.5% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,111... More of this article »