Home » Author Archive
Burgundy Asset Management Ltd. Purchases 13,106 Shares of Penske Automotive Group, Inc. (NYSE:PAG)
Burgundy Asset Management Ltd. lifted its position in shares of Penske Automotive Group, Inc. (NYSE:PAG – Free Report) by 1.7% during the fourth quarter, HoldingsChannel reports. The firm owned 806,860 shares of the company’s... More of this article »
Investment Management Corp VA ADV Invests $1.15 Million in Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY)
Investment Management Corp VA ADV bought a new stake in Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Retirement Planning Group LLC Cuts Stake in Pacer US Cash Cows 100 ETF (BATS:COWZ)
Retirement Planning Group LLC reduced its stake in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 1.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Fidelity Emerging Markets Multifactor ETF (BATS:FDEM) Shares Acquired by Sunbelt Securities Inc.
Sunbelt Securities Inc. increased its stake in shares of Fidelity Emerging Markets Multifactor ETF (BATS:FDEM – Free Report) by 19.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Breakthru Advisory Services LLC Acquires New Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)
Breakthru Advisory Services LLC bought a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 36,718... More of this article »
Sunbelt Securities Inc. Sells 7,371 Shares of FT Cboe Vest U.S. Equity Moderate Buffer ETF – March (NYSEARCA:GMAR)
Sunbelt Securities Inc. reduced its stake in FT Cboe Vest U.S. Equity Moderate Buffer ETF – March (NYSEARCA:GMAR – Free Report) by 7.7% in the 4th quarter, according to the company in its most recent filing with the SEC.... More of this article »
Strait & Sound Wealth Management LLC Has $668,000 Stock Holdings in iShares S&P 100 ETF (NYSEARCA:OEF)
Strait & Sound Wealth Management LLC lessened its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 1.7% in the fourth quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Vega Investment Solutions Purchases New Holdings in Deckers Outdoor Co. (NYSE:DECK)
Vega Investment Solutions purchased a new stake in Deckers Outdoor Co. (NYSE:DECK – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Western Wealth Management LLC Sells 11,447 Shares of KeyCorp (NYSE:KEY)
Western Wealth Management LLC decreased its position in KeyCorp (NYSE:KEY – Free Report) by 15.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 61,824 shares of the financial... More of this article »
Pinnacle Wealth Management LLC Purchases Shares of 15,227 United States Lime & Minerals, Inc. (NASDAQ:USLM)
Pinnacle Wealth Management LLC purchased a new stake in shares of United States Lime & Minerals, Inc. (NASDAQ:USLM – Free Report) in the 4th quarter, HoldingsChannel reports. The firm purchased 15,227 shares of the construction... More of this article »
Worldquant Millennium Advisors LLC Sells 22,538 Shares of Paycom Software, Inc. (NYSE:PAYC)
Worldquant Millennium Advisors LLC lowered its holdings in Paycom Software, Inc. (NYSE:PAYC – Free Report) by 65.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Worldquant Millennium Advisors LLC Takes Position in Fiserv, Inc. (NYSE:FI)
Worldquant Millennium Advisors LLC bought a new position in shares of Fiserv, Inc. (NYSE:FI – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund bought 2,698 shares of the business services provider’s... More of this article »
Neo Ivy Capital Management Makes New Investment in Bloom Energy Co. (NYSE:BE)
Neo Ivy Capital Management acquired a new position in shares of Bloom Energy Co. (NYSE:BE – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Wick Capital Partners LLC Buys Shares of 4,390 iShares Floating Rate Bond ETF (BATS:FLOT)
Wick Capital Partners LLC bought a new stake in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Neo Ivy Capital Management Acquires New Position in AvidXchange Holdings, Inc. (NASDAQ:AVDX)
Neo Ivy Capital Management acquired a new stake in AvidXchange Holdings, Inc. (NASDAQ:AVDX – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
University of Texas Texas AM Investment Management Co. Has $4.80 Million Stake in DoorDash, Inc. (NASDAQ:DASH)
University of Texas Texas AM Investment Management Co. reduced its stake in shares of DoorDash, Inc. (NASDAQ:DASH – Free Report) by 19.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Research Analysts Issue Forecasts for CCIF Q3 Earnings
Carlyle Credit Income Fund (NYSE:CCIF – Free Report) – Investment analysts at B. Riley lowered their Q3 2025 earnings per share estimates for Carlyle Credit Income Fund in a research report issued to clients and investors... More of this article »
GTS Securities LLC Acquires 16,652 Shares of Microchip Technology Incorporated (NASDAQ:MCHP)
GTS Securities LLC raised its holdings in shares of Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 32.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
ARS Pharmaceuticals, Inc. (NASDAQ:SPRY) CFO Kathleen D. Scott Sells 50,000 Shares
ARS Pharmaceuticals, Inc. (NASDAQ:SPRY – Get Free Report) CFO Kathleen D. Scott sold 50,000 shares of ARS Pharmaceuticals stock in a transaction dated Tuesday, May 20th. The shares were sold at an average price of $14.10, for... More of this article »
Alpine Global Management LLC Decreases Position in Sirius XM Holdings Inc. (NASDAQ:SIRI)
Alpine Global Management LLC decreased its position in Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) by 38.4% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 61,581 shares of... More of this article »
Alpine Global Management LLC Takes Position in Silgan Holdings Inc. (NYSE:SLGN)
Alpine Global Management LLC purchased a new position in Silgan Holdings Inc. (NYSE:SLGN – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Alpine Global Management LLC Buys Shares of 175,000 Agriculture & Natural Solutions Acquisition Co. (NASDAQ:ANSC)
Alpine Global Management LLC bought a new stake in shares of Agriculture & Natural Solutions Acquisition Co. (NASDAQ:ANSC – Free Report) in the 4th quarter, according to its most recent filing with the Securities &... More of this article »
Fourth Dimension Wealth LLC Makes New Investment in Alphabet Inc. (NASDAQ:GOOGL)
Fourth Dimension Wealth LLC bought a new position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Fourth Dimension Wealth LLC Buys New Position in iShares Core MSCI EAFE ETF (BATS:IEFA)
Fourth Dimension Wealth LLC bought a new stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Alpine Global Management LLC Increases Stock Position in BlackRock ESG Capital Allocation Term Trust (NYSE:ECAT)
Alpine Global Management LLC lifted its holdings in BlackRock ESG Capital Allocation Term Trust (NYSE:ECAT – Free Report) by 15.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 415,000... More of this article »
Burgundy Asset Management Ltd. Has $46.70 Million Stake in Sixth Street Specialty Lending, Inc. (NYSE:TSLX)
Burgundy Asset Management Ltd. lifted its position in Sixth Street Specialty Lending, Inc. (NYSE:TSLX – Free Report) by 1.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Samsara Inc. (NYSE:IOT) Insider John Bicket Sells 63,279 Shares
Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 63,279 shares of the stock in a transaction on Wednesday, May 21st. The shares were sold at an average price of $46.54, for a total value of $2,945,004.66. Following... More of this article »
Kubota (OTCMKTS:KUBTY) Cut to Hold at UBS Group
UBS Group lowered shares of Kubota (OTCMKTS:KUBTY – Free Report) from a strong-buy rating to a hold rating in a report issued on Tuesday morning,Zacks.com reports. Separately, The Goldman Sachs Group upgraded Kubota from a “strong... More of this article »
University of Texas Texas AM Investment Management Co. Sells 21,954 Shares of Capital One Financial Co. (NYSE:COF)
University of Texas Texas AM Investment Management Co. lessened its position in shares of Capital One Financial Co. (NYSE:COF) by 57.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Stonebridge Financial Planning Group LLC Has $566,000 Position in VanEck Morningstar SMID Moat ETF (BATS:SMOT)
Stonebridge Financial Planning Group LLC raised its position in shares of VanEck Morningstar SMID Moat ETF (BATS:SMOT – Free Report) by 64.3% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM) Shares Acquired by Vise Technologies Inc.
Vise Technologies Inc. increased its position in iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM – Free Report) by 360.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
HashiCorp, Inc. (NASDAQ:HCP) is BCK Capital Management LP’s 5th Largest Position
BCK Capital Management LP lessened its stake in shares of HashiCorp, Inc. (NASDAQ:HCP – Free Report) by 16.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON) Shares Sold by Retirement Planning Group LLC
Retirement Planning Group LLC lessened its stake in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 8.1% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Top Grocery Stocks To Follow Today – May 20th
Nebius Group, Walmart, Uber Technologies, Berkshire Hathaway, and Costco Wholesale are the five Grocery stocks to watch today, according to MarketBeat’s stock screener tool. Grocery stocks are the assortment and quantity of... More of this article »
Parr Mcknight Wealth Management Group LLC Makes New Investment in The Kroger Co. (NYSE:KR)
Parr Mcknight Wealth Management Group LLC acquired a new stake in The Kroger Co. (NYSE:KR – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Parr Mcknight Wealth Management Group LLC Makes New Investment in FactSet Research Systems Inc. (NYSE:FDS)
Parr Mcknight Wealth Management Group LLC bought a new position in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
SPDR S&P Metals & Mining ETF (NYSEARCA:XME) Position Lifted by Pettinga Financial Advisors LLC
Pettinga Financial Advisors LLC raised its stake in shares of SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) by 32.7% during the fourth quarter, according to its most recent filing with the Securities and... More of this article »
Retirement Planning Group LLC Sells 32,117 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)
Retirement Planning Group LLC reduced its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 45.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »