Home » Author Archive
Private Client Services LLC Boosts Stock Position in iShares Core MSCI EAFE ETF $IEFA
Private Client Services LLC lifted its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 7.7% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Trilogy Capital Inc. Sells 1,871,729 Shares of SPDR Portfolio Aggregate Bond ETF $SPAB
Trilogy Capital Inc. trimmed its holdings in SPDR Portfolio Aggregate Bond ETF (NYSEARCA:SPAB – Free Report) by 83.9% in the second quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Private Client Services LLC Has $975,000 Stock Position in Nextpower Inc. $NXT
Private Client Services LLC lessened its position in shares of Nextpower Inc. (NASDAQ:NXT – Free Report) by 65.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Kozak & Associates Inc. Has $23.87 Million Holdings in iShares U.S. Industrials ETF $IYJ
Kozak & Associates Inc. lowered its position in iShares U.S. Industrials ETF (BATS:IYJ – Free Report) by 34.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 144,050... More of this article »
Kozak & Associates Inc. Sells 189,328 Shares of iShares U.S. Tech Independence Focused ETF $IETC
Kozak & Associates Inc. lowered its stake in shares of iShares U.S. Tech Independence Focused ETF (BATS:IETC – Free Report) by 29.0% in the second quarter, according to its most recent 13F filing with the SEC. The fund... More of this article »
OLD Republic International Corp Invests $11.64 Million in The Home Depot, Inc. $HD
OLD Republic International Corp acquired a new stake in The Home Depot, Inc. (NYSE:HD – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 33,000... More of this article »
Chord Energy (CHRD) Projected to Release Earnings on Wednesday
Chord Energy (NASDAQ:CHRD – Get Free Report) is expected to release its Q2 2026 results after the market closes on Wednesday, August 5th. Analysts expect Chord Energy to post earnings of $6.55 per share and revenue of $1.6183... More of this article »
RDA Financial Network Buys 12,125 Shares of Fidelity Total Bond ETF $FBND
RDA Financial Network grew its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 10.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Mastercard Incorporated $MA Holdings Boosted by Somerset Trust Co
Somerset Trust Co raised its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 536.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Versant Capital Management Inc Has $35.84 Million Stake in Avantis Emerging Markets Equity ETF $AVEM
Versant Capital Management Inc trimmed its position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 2.5% during the second quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Pacer Advisors Inc. Sells 31,494 Shares of Linde PLC $LIN
Pacer Advisors Inc. lessened its holdings in Linde PLC (NASDAQ:LIN – Free Report) by 42.0% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 43,544... More of this article »
Vanguard S&P 500 ETF $VOO Shares Purchased by Versant Capital Management Inc
Versant Capital Management Inc raised its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 91.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Kozak & Associates Inc. Invests $7.72 Million in VanEck Uranium and Nuclear ETF $NLR
Kozak & Associates Inc. bought a new stake in shares of VanEck Uranium and Nuclear ETF (NYSEARCA:NLR – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Trilogy Capital Inc. Has $11.80 Million Stake in VanEck Semiconductor ETF $SMH
Trilogy Capital Inc. lifted its stake in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 389.8% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 17,990... More of this article »
Sapient Capital LLC Lowers Holdings in iShares Select Dividend ETF $DVY
Sapient Capital LLC cut its stake in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 41.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Rathbones Group PLC Buys 65,355 Shares of Copart, Inc. $CPRT
Rathbones Group PLC grew its stake in Copart, Inc. (NASDAQ:CPRT – Free Report) by 72.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Pacer Advisors Inc. Grows Holdings in J.B. Hunt Transport Services, Inc. $JBHT
Pacer Advisors Inc. boosted its position in J.B. Hunt Transport Services, Inc. (NASDAQ:JBHT – Free Report) by 3,703.0% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Sanara MedTech (NASDAQ:SMTI) Downgraded to “Hold” Rating by Freedom Capital
Sanara MedTech (NASDAQ:SMTI – Get Free Report) was downgraded by stock analysts at Freedom Capital from a “strong-buy” rating to a “hold” rating in a research report issued on Monday,Zacks.com reports. Other... More of this article »
Vertiv Holdings Co. $VRT Shares Purchased by Silverleafe Capital Partners LLC
Silverleafe Capital Partners LLC boosted its stake in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 399.7% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Coeur Mining, Inc. $CDE Position Boosted by Pine Valley Investments Ltd Liability Co
Pine Valley Investments Ltd Liability Co increased its position in Coeur Mining, Inc. (NYSE:CDE – Free Report) by 212.6% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Sapient Capital LLC Cuts Stock Holdings in Liquidia Corporation $LQDA
Sapient Capital LLC reduced its position in Liquidia Corporation (NASDAQ:LQDA – Free Report) by 25.4% 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 »
Match Group Inc. $MTCH Shares Sold by Redwood Investment Management LLC
Redwood Investment Management LLC decreased its holdings in Match Group Inc. (NASDAQ:MTCH – Free Report) by 71.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Miller Global Investments LLC Purchases New Position in Astrazeneca Plc $AZN
Miller Global Investments LLC acquired a new position in Astrazeneca Plc (NYSE:AZN – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Redwood Investment Management LLC Makes New Investment in Genuine Parts Company $GPC
Redwood Investment Management LLC bought a new stake in shares of Genuine Parts Company (NYSE:GPC – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Healthcare Services Group, Inc. $HCSG Shares Purchased by Janus Henderson Group PLC
Janus Henderson Group PLC grew its stake in shares of Healthcare Services Group, Inc. (NASDAQ:HCSG – Free Report) by 5.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Comparing Bitcoin Depot (NASDAQ:BTM) and PPDAI Group (NYSE:FINV)
PPDAI Group (NYSE:FINV – Get Free Report) and Bitcoin Depot (NASDAQ:BTM – Get Free Report) are both small-cap finance companies, but which is the better business? We will contrast the two businesses based on the strength... More of this article »
Filtronic’s (FTC) “Buy” Rating Reaffirmed at Berenberg Bank
Filtronic (LON:FTC – Get Free Report)‘s stock had its “buy” rating reissued by Berenberg Bank in a report released on Tuesday,London Stock Exchange reports. They presently have a GBX 440 price target on the... More of this article »
Militia Capital Management LLC Invests $568,000 in BrightSpring Health Services, Inc. $BTSG
Militia Capital Management LLC acquired a new position in BrightSpring Health Services, Inc. (NASDAQ:BTSG – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
HCA Healthcare, Inc. $HCA Shares Sold by Rathbones Group PLC
Rathbones Group PLC trimmed its holdings in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 5.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Confluence Investment Management LLC Lowers Stock Position in McDonald’s Corporation $MCD
Confluence Investment Management LLC reduced its position in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 5.8% during the second quarter, Holdings Channel reports. The firm owned 65,853 shares of the fast-food... More of this article »
Segall Bryant & Hamill LLC Sells 7,793 Shares of SPX Technologies, Inc. $SPXC
Segall Bryant & Hamill LLC lessened its position in shares of SPX Technologies, Inc. (NYSE:SPXC – Free Report) by 22.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Segall Bryant & Hamill LLC Invests $5.10 Million in Target Corporation $TGT
Segall Bryant & Hamill LLC acquired a new stake in Target Corporation (NYSE:TGT – Free Report) in the 1st quarter, Holdings Channel.com reports. The fund acquired 42,958 shares of the retailer’s stock, valued at approximately... More of this article »
NewEdge Advisors LLC Cuts Stock Position in Fidelity Enhanced Large Cap Value ETF $FELV
NewEdge Advisors LLC cut its holdings in shares of Fidelity Enhanced Large Cap Value ETF (NYSEARCA:FELV – Free Report) by 69.2% during the first quarter, Holdings Channel.com reports. The institutional investor owned 14,225... More of this article »
The Hanover Insurance Group (NYSE:THG) Reaches New 1-Year High – Time to Buy?
The Hanover Insurance Group, Inc. (NYSE:THG – Get Free Report) reached a new 52-week high on Tuesday . The stock traded as high as $236.07 and last traded at $232.1830, with a volume of 264525 shares trading hands. The stock... More of this article »
Lazard Asset Management LLC Makes New $1.62 Million Investment in Safe Bulkers, Inc $SB
Lazard Asset Management LLC purchased a new position in shares of Safe Bulkers, Inc (NYSE:SB – Free Report) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Janus Henderson Group PLC Acquires 11,186 Shares of Wheaton Precious Metals Corp. $WPM
Janus Henderson Group PLC lifted its stake in Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) by 7.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Janus Henderson Group PLC Sells 187,588 Shares of MSC Industrial Direct Company, Inc. $MSM
Janus Henderson Group PLC cut its holdings in shares of MSC Industrial Direct Company, Inc. (NYSE:MSM – Free Report) by 47.7% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Janus Henderson Group PLC Has $19.50 Million Stock Position in Deutsche Bank Aktiengesellschaft $DB
Janus Henderson Group PLC cut its holdings in shares of Deutsche Bank Aktiengesellschaft (NYSE:DB – Free Report) by 90.3% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »