Home » Author Archive

Image for Ferguson Wellman Capital Management Inc. Has $114.65 Million Stake in Johnson & Johnson $JNJ

Ferguson Wellman Capital Management Inc. Has $114.65 Million Stake in Johnson & Johnson $JNJ

Ferguson Wellman Capital Management Inc. grew its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 75.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for 43,503 Shares in NOV Inc. $NOV Purchased by Janney Montgomery Scott LLC

43,503 Shares in NOV Inc. $NOV Purchased by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC acquired a new stake in NOV Inc. (NYSE:NOV – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired... More of this article »
Image for Uptick Partners LLC Invests $500,000 in SEI Enhanced U.S. Large Cap Value Factor ETF $SEIV

Uptick Partners LLC Invests $500,000 in SEI Enhanced U.S. Large Cap Value Factor ETF $SEIV

Uptick Partners LLC bought a new stake in shares of SEI Enhanced U.S. Large Cap Value Factor ETF (BATS:SEIV – Free Report) during the 1st quarter, according to its most recent filing with the SEC. The fund bought 12,035 shares... More of this article »
Image for VanEck Gold Miners ETF $GDX Shares Purchased by J. Safra Sarasin Holding AG

VanEck Gold Miners ETF $GDX Shares Purchased by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG boosted its holdings in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 96.5% during the 1st quarter, Holdings Channel.com reports. The fund owned 25,204 shares of the exchange traded fund’s... More of this article »
Image for Parr Mcknight Wealth Management Group LLC Invests $1.22 Million in Invesco S&P SmallCap Consumer Discretionary ETF $PSCD

Parr Mcknight Wealth Management Group LLC Invests $1.22 Million in Invesco S&P SmallCap Consumer Discretionary ETF $PSCD

Parr Mcknight Wealth Management Group LLC purchased a new stake in shares of Invesco S&P SmallCap Consumer Discretionary ETF (NASDAQ:PSCD – Free Report) during the 1st quarter, Holdings Channel reports. The fund purchased... More of this article »
Image for Teachers Retirement System of The State of Kentucky Raises Stock Holdings in United Therapeutics Corporation $UTHR

Teachers Retirement System of The State of Kentucky Raises Stock Holdings in United Therapeutics Corporation $UTHR

Teachers Retirement System of The State of Kentucky increased its holdings in shares of United Therapeutics Corporation (NASDAQ:UTHR – Free Report) by 8.9% in the first quarter, Holdings Channel.com reports. The fund owned 33,624... More of this article »
Image for FTAI Aviation Ltd. $FTAI Shares Sold by Teachers Retirement System of The State of Kentucky

FTAI Aviation Ltd. $FTAI Shares Sold by Teachers Retirement System of The State of Kentucky

Teachers Retirement System of The State of Kentucky lowered its position in FTAI Aviation Ltd. (NASDAQ:FTAI – Free Report) by 58.0% in the first quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for Molina Healthcare, Inc $MOH Shares Purchased by State of Michigan Retirement System

Molina Healthcare, Inc $MOH Shares Purchased by State of Michigan Retirement System

State of Michigan Retirement System raised its holdings in Molina Healthcare, Inc (NYSE:MOH – Free Report) by 1,568.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for ABC Arbitrage SA Purchases Shares of 2,935 Martin Marietta Materials, Inc. $MLM

ABC Arbitrage SA Purchases Shares of 2,935 Martin Marietta Materials, Inc. $MLM

ABC Arbitrage SA acquired a new stake in Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Teachers Retirement System of The State of Kentucky Buys 152,100 Shares of Microchip Technology Incorporated $MCHP

Teachers Retirement System of The State of Kentucky Buys 152,100 Shares of Microchip Technology Incorporated $MCHP

Teachers Retirement System of The State of Kentucky increased its stake in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) by 361.6% during the 1st quarter, according to its most recent filing with the Securities... More of this article »
Image for Sequoia Financial Advisors LLC Trims Stake in Schwab International Dividend Equity ETF $SCHY

Sequoia Financial Advisors LLC Trims Stake in Schwab International Dividend Equity ETF $SCHY

Sequoia Financial Advisors LLC reduced its stake in Schwab International Dividend Equity ETF (NYSEARCA:SCHY – Free Report) by 18.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Summit Hotel Properties, Inc. $INN Shares Sold by Strs Ohio

Summit Hotel Properties, Inc. $INN Shares Sold by Strs Ohio

Strs Ohio reduced its position in Summit Hotel Properties, Inc. (NYSE:INN – Free Report) by 84.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Principal Financial Group Inc. Has $678.90 Million Stock Position in Hyatt Hotels Corporation $H

Principal Financial Group Inc. Has $678.90 Million Stock Position in Hyatt Hotels Corporation $H

Principal Financial Group Inc. raised its stake in Hyatt Hotels Corporation (NYSE:H – Free Report) by 0.1% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 4,721,425 shares of the company’s... More of this article »
Image for Sequoia Financial Advisors LLC Takes $3.31 Million Position in Marsh & McLennan Companies, Inc. $MRSH

Sequoia Financial Advisors LLC Takes $3.31 Million Position in Marsh & McLennan Companies, Inc. $MRSH

Sequoia Financial Advisors LLC purchased a new position in Marsh & McLennan Companies, Inc. (NYSE:MRSH – Free Report) during the 1st quarter, HoldingsChannel reports. The firm purchased 19,058 shares of the financial services... More of this article »
Image for Kornitzer Capital Management Inc. KS Purchases Shares of 2,175 Western Digital Corporation $WDC

Kornitzer Capital Management Inc. KS Purchases Shares of 2,175 Western Digital Corporation $WDC

Kornitzer Capital Management Inc. KS purchased a new position in Western Digital Corporation (NASDAQ:WDC – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Ambiq Micro, Inc. $AMBQ Shares Bought by Kornitzer Capital Management Inc. KS

Ambiq Micro, Inc. $AMBQ Shares Bought by Kornitzer Capital Management Inc. KS

Kornitzer Capital Management Inc. KS raised its position in Ambiq Micro, Inc. (NYSE:AMBQ – Free Report) by 54.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Cognizant Technology Solutions Corporation $CTSH Shares Sold by Sequoia Financial Advisors LLC

Cognizant Technology Solutions Corporation $CTSH Shares Sold by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC lowered its stake in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH – Free Report) by 24.8% during the first quarter, Holdings Channel reports. The firm owned 58,540 shares of... More of this article »
Image for Kestra Advisory Services LLC Sells 2,749 Shares of Texas Pacific Land Corporation $TPL

Kestra Advisory Services LLC Sells 2,749 Shares of Texas Pacific Land Corporation $TPL

Kestra Advisory Services LLC cut its holdings in shares of Texas Pacific Land Corporation (NYSE:TPL – Free Report) by 12.5% during the first quarter, Holdings Channel reports. The fund owned 19,299 shares of the financial services... More of this article »
Image for Zoetis Inc. $ZTS Shares Bought by Schwartz Investment Counsel Inc.

Zoetis Inc. $ZTS Shares Bought by Schwartz Investment Counsel Inc.

Schwartz Investment Counsel Inc. lifted its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 21.2% during the 1st quarter, HoldingsChannel.com reports. The firm owned 323,500 shares of the company’s stock after acquiring... More of this article »
Image for Digital Realty Trust, Inc. $DLR Stake Boosted by Principal Financial Group Inc.

Digital Realty Trust, Inc. $DLR Stake Boosted by Principal Financial Group Inc.

Principal Financial Group Inc. boosted its holdings in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 0.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Comfort Systems USA, Inc. $FIX Holdings Boosted by Citizens Financial Group Inc. RI

Comfort Systems USA, Inc. $FIX Holdings Boosted by Citizens Financial Group Inc. RI

Citizens Financial Group Inc. RI raised its stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 98.6% in the first quarter, HoldingsChannel.com reports. The fund owned 1,021 shares of the construction company’s... More of this article »
Image for Root Financial Partners LLC Grows Holdings in Microsoft Corporation $MSFT

Root Financial Partners LLC Grows Holdings in Microsoft Corporation $MSFT

Root Financial Partners LLC grew its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 13.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Apple Inc. $AAPL is Strs Ohio’s 2nd Largest Position

Apple Inc. $AAPL is Strs Ohio’s 2nd Largest Position

Strs Ohio lessened its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 3.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,050,649 shares... More of this article »
Image for Hsbc Holdings PLC Makes New Investment in Horace Mann Educators Corporation $HMN

Hsbc Holdings PLC Makes New Investment in Horace Mann Educators Corporation $HMN

Hsbc Holdings PLC purchased a new position in shares of Horace Mann Educators Corporation (NYSE:HMN – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Emerald Advisers LLC Cuts Stock Holdings in Trinity Capital Inc. $TRIN

Emerald Advisers LLC Cuts Stock Holdings in Trinity Capital Inc. $TRIN

Emerald Advisers LLC trimmed its holdings in shares of Trinity Capital Inc. (NASDAQ:TRIN – Free Report) by 5.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Midwest Trust Co Has $2.91 Million Stock Position in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Midwest Trust Co Has $2.91 Million Stock Position in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

Midwest Trust Co boosted its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 184.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Emerald Mutual Fund Advisers Trust Reduces Holdings in SiTime Corporation $SITM

Emerald Mutual Fund Advisers Trust Reduces Holdings in SiTime Corporation $SITM

Emerald Mutual Fund Advisers Trust decreased its position in shares of SiTime Corporation (NASDAQ:SITM – Free Report) by 22.1% in the 1st quarter, Holdings Channel reports. The fund owned 41,170 shares of the company’s... More of this article »
Image for Emerald Advisers LLC Sells 30,741 Shares of LivaNova PLC $LIVN

Emerald Advisers LLC Sells 30,741 Shares of LivaNova PLC $LIVN

Emerald Advisers LLC lowered its stake in LivaNova PLC (NASDAQ:LIVN – Free Report) by 4.4% during the first quarter, Holdings Channel reports. The institutional investor owned 670,207 shares of the company’s stock after... More of this article »
Image for Empirical Financial Services LLC d.b.a. Empirical Wealth Management Cuts Position in Vanguard FTSE All-World ex-US Small-Cap ETF $VSS

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Cuts Position in Vanguard FTSE All-World ex-US Small-Cap ETF $VSS

Empirical Financial Services LLC d.b.a. Empirical Wealth Management decreased its stake in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 2.4% in the 1st quarter, according to its most recent Form... More of this article »
Image for Y Intercept Hong Kong Ltd Makes New Investment in Replimune Group, Inc. $REPL

Y Intercept Hong Kong Ltd Makes New Investment in Replimune Group, Inc. $REPL

Y Intercept Hong Kong Ltd purchased a new stake in Replimune Group, Inc. (NASDAQ:REPL – Free Report) in the first quarter, Holdings Channel reports. The firm purchased 68,978 shares of the company’s stock, valued at approximately... More of this article »
Image for Diversify Wealth Management LLC Takes $3.09 Million Position in Global X Nasdaq 100 Covered Call ETF $QYLD

Diversify Wealth Management LLC Takes $3.09 Million Position in Global X Nasdaq 100 Covered Call ETF $QYLD

Diversify Wealth Management LLC bought a new stake in Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Recent Investment Analysts’ Ratings Updates for Pinnacle Financial Partners (PNFP)

Recent Investment Analysts’ Ratings Updates for Pinnacle Financial Partners (PNFP)

A number of firms have modified their ratings and price targets on shares of Pinnacle Financial Partners (NYSE: PNFP) recently: 7/6/2026 – Pinnacle Financial Partners had its “outperform” rating reaffirmed by Evercore... More of this article »
Image for HDFC Bank Limited $HDB Stake Cut by Commonwealth of Pennsylvania Public School Empls Retrmt SYS

HDFC Bank Limited $HDB Stake Cut by Commonwealth of Pennsylvania Public School Empls Retrmt SYS

Commonwealth of Pennsylvania Public School Empls Retrmt SYS lessened its holdings in HDFC Bank Limited (NYSE:HDB – Free Report) by 4.1% in the first quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Linkers Industries (NASDAQ:LNKS) Major Shareholder Financial Lp Hrt Acquires 7,845 Shares of Stock

Linkers Industries (NASDAQ:LNKS) Major Shareholder Financial Lp Hrt Acquires 7,845 Shares of Stock

Linkers Industries Limited (NASDAQ:LNKS – Get Free Report) major shareholder Financial Lp Hrt acquired 7,845 shares of the stock in a transaction on Thursday, July 9th. The shares were purchased at an average price of $1.45 per... More of this article »
Image for ProShares Ultra Nasdaq Biotechnology (NASDAQ:BIB) Stock Pass Above Fifty Day Moving Average   – What’s Next?

ProShares Ultra Nasdaq Biotechnology (NASDAQ:BIB) Stock Pass Above Fifty Day Moving Average – What’s Next?

ProShares Ultra Nasdaq Biotechnology (NASDAQ:BIB – Get Free Report)’s share price crossed above its fifty day moving average during trading on Monday . The stock has a fifty day moving average of $88.19 and traded as high... More of this article »
Image for ACI Worldwide (NASDAQ:ACIW) Reaches New 12-Month High  – Time to Buy?

ACI Worldwide (NASDAQ:ACIW) Reaches New 12-Month High – Time to Buy?

Shares of ACI Worldwide, Inc. (NASDAQ:ACIW – Get Free Report) reached a new 52-week high during mid-day trading on Tuesday . The company traded as high as $57.60 and last traded at $56.43, with a volume of 758115 shares. The... More of this article »
Image for Standard Chartered (OTCMKTS:SCBFF) Reaches New 1-Year High  – Here’s Why

Standard Chartered (OTCMKTS:SCBFF) Reaches New 1-Year High – Here’s Why

Standard Chartered PLC (OTCMKTS:SCBFF – Get Free Report) shares hit a new 52-week high during mid-day trading on Tuesday . The company traded as high as $29.1099 and last traded at $27.5475, with a volume of 2839 shares. The... More of this article »
Image for Fifth Third Bancorp Increases Position in AppLovin Corporation $APP

Fifth Third Bancorp Increases Position in AppLovin Corporation $APP

Fifth Third Bancorp boosted its holdings in AppLovin Corporation (NASDAQ:APP – Free Report) by 662.1% in the first quarter, HoldingsChannel reports. The firm owned 46,665 shares of the company’s stock after purchasing... More of this article »
Image for Vanguard Short-Term Treasury ETF (NASDAQ:VGSH) Hits New 52-Week Low  – What’s Next?

Vanguard Short-Term Treasury ETF (NASDAQ:VGSH) Hits New 52-Week Low – What’s Next?

Shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Get Free Report) reached a new 52-week low during mid-day trading on Tuesday . The company traded as low as $57.98 and last traded at $57.99, with a volume of 3060347... More of this article »
Image for Fifth Third Bancorp Grows Stock Holdings in Regeneron Pharmaceuticals, Inc. $REGN

Fifth Third Bancorp Grows Stock Holdings in Regeneron Pharmaceuticals, Inc. $REGN

Fifth Third Bancorp lifted its stake in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 126.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »