Home » Investing
PTC Inc. $PTC Shares Purchased by Leeward Investments LLC MA
Leeward Investments LLC MA boosted its stake in shares of PTC Inc. (NASDAQ:PTC – Free Report) by 8.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Vermillion Wealth Management Inc. Sells 27,943 Shares of Dimensional Core Fixed Income ETF $DFCF
Vermillion Wealth Management Inc. lessened its holdings in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) by 5.4% in the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
Presilium Private Wealth LLC Has $52.64 Million Stock Holdings in Vanguard FTSE Europe ETF $VGK
Presilium Private Wealth LLC boosted its stake in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 6.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Leeward Investments LLC MA Sells 17,340 Shares of First Interstate BancSystem, Inc. $FIBK
Leeward Investments LLC MA lowered its stake in shares of First Interstate BancSystem, Inc. (NASDAQ:FIBK – Free Report) by 2.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Nottingham Advisors Inc. Has $6.53 Million Holdings in Global X MLP & Energy Infrastructure ETF $MLPX
Nottingham Advisors Inc. grew its position in shares of Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX – Free Report) by 51.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Riverbridge Partners LLC Reduces Stock Holdings in Floor & Decor Holdings, Inc. $FND
Riverbridge Partners LLC lowered its stake in Floor & Decor Holdings, Inc. (NYSE:FND – Free Report) by 5.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Riverbridge Partners LLC Has $8.35 Million Stock Holdings in Goosehead Insurance $GSHD
Riverbridge Partners LLC decreased its holdings in shares of Goosehead Insurance (NASDAQ:GSHD – Free Report) by 6.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Riverbridge Partners LLC Has $18.22 Million Holdings in Agilysys, Inc. $AGYS
Riverbridge Partners LLC trimmed its position in Agilysys, Inc. (NASDAQ:AGYS – Free Report) by 22.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Alarm.com Holdings, Inc. $ALRM Shares Sold by Riverbridge Partners LLC
Riverbridge Partners LLC lowered its position in Alarm.com Holdings, Inc. (NASDAQ:ALRM – Free Report) by 18.0% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 592,854... More of this article »
Freshpet, Inc. $FRPT Stock Holdings Decreased by Riverbridge Partners LLC
Riverbridge Partners LLC lowered its position in shares of Freshpet, Inc. (NASDAQ:FRPT – Free Report) by 8.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Blackstone Inc. $BX Stock Holdings Lifted by SG Americas Securities LLC
SG Americas Securities LLC lifted its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 81.4% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Alphabet Inc. $GOOG is Smith Salley Wealth Management’s 4th Largest Position
Smith Salley Wealth Management lifted its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.9% in the first quarter, HoldingsChannel reports. The firm owned 278,314 shares of the information services provider’s... More of this article »
Analyzing Pearl Diver Credit (NYSE:PDCC) & Coinbase Global (NASDAQ:COIN)
Pearl Diver Credit (NYSE:PDCC – Get Free Report) and Coinbase Global (NASDAQ:COIN – Get Free Report) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength... More of this article »
Keudell Morrison Wealth Management Buys New Stake in SPDR S&P Emerging Markets Dividend ETF $EDIV
Keudell Morrison Wealth Management purchased a new position in shares of SPDR S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV – Free Report) during the first quarter, Holdings Channel.com reports. The fund purchased 211,199... More of this article »
Keudell Morrison Wealth Management Has $484,000 Position in Amcor PLC $AMCR
Keudell Morrison Wealth Management lessened its holdings in shares of Amcor PLC (NYSE:AMCR – Free Report) by 73.5% in the first quarter, HoldingsChannel.com reports. The firm owned 12,181 shares of the company’s stock... More of this article »
426,525 Shares in SM Energy Company $SM Purchased by Leeward Investments LLC MA
Leeward Investments LLC MA bought a new position in SM Energy Company (NYSE:SM – Free Report) in the first quarter, HoldingsChannel reports. The fund bought 426,525 shares of the energy company’s stock, valued at approximately... More of this article »
Riverbridge Partners LLC Sells 3,372 Shares of Chemed Corporation $CHE
Riverbridge Partners LLC trimmed its position in Chemed Corporation (NYSE:CHE – Free Report) by 6.2% during the 1st quarter, Holdings Channel reports. The institutional investor owned 50,747 shares of the company’s stock... More of this article »
TC Energy Corporation $TRP Stake Boosted by Miller Howard Investments Inc. NY
Miller Howard Investments Inc. NY increased its stake in shares of TC Energy Corporation (NYSE:TRP – Free Report) (TSE:TRP) by 14.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Miller Howard Investments Inc. NY Buys 3,892 Shares of Equinix, Inc. $EQIX
Miller Howard Investments Inc. NY grew its stake in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) by 82.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Miller Howard Investments Inc. NY Buys 93,543 Shares of Western Midstream Partners, LP $WES
Miller Howard Investments Inc. NY boosted its stake in shares of Western Midstream Partners, LP (NYSE:WES – Free Report) by 6.3% in the first quarter, HoldingsChannel reports. The institutional investor owned 1,584,975 shares... More of this article »
Miller Howard Investments Inc. NY Buys 2,958 Shares of Marathon Petroleum Corporation $MPC
Miller Howard Investments Inc. NY boosted its stake in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 6.7% in the 1st quarter, HoldingsChannel.com reports. The fund owned 47,097 shares of the oil and gas... More of this article »
Miller Howard Investments Inc. NY Acquires 900,855 Shares of The Gap, Inc. $GAP
Miller Howard Investments Inc. NY increased its holdings in shares of The Gap, Inc. (NYSE:GAP – Free Report) by 112.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Kercheville Advisors LLC Lowers Holdings in SLB Limited $SLB
Kercheville Advisors LLC lowered its position in SLB Limited (NYSE:SLB – Free Report) by 37.1% during the 1st quarter, Holdings Channel reports. The firm owned 21,400 shares of the oil and gas company’s stock after selling... More of this article »
Miller Howard Investments Inc. NY Sells 839,531 Shares of Antero Midstream Corporation $AM
Miller Howard Investments Inc. NY lessened its position in Antero Midstream Corporation (NYSE:AM – Free Report) by 42.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Miller Howard Investments Inc. NY Grows Stake in Targa Resources, Inc. $TRGP
Miller Howard Investments Inc. NY grew its stake in shares of Targa Resources, Inc. (NYSE:TRGP – Free Report) by 37.3% in the 1st quarter, Holdings Channel.com reports. The fund owned 230,592 shares of the pipeline company’s... More of this article »
Miller Howard Investments Inc. NY Purchases 22,898 Shares of National Grid Transco, PLC $NGG
Miller Howard Investments Inc. NY boosted its holdings in National Grid Transco, PLC (NYSE:NGG – Free Report) by 23.5% in the first quarter, HoldingsChannel reports. The institutional investor owned 120,490 shares of the utilities... More of this article »
Miller Howard Investments Inc. NY Has $53.30 Million Stock Holdings in Citigroup Inc. $C
Miller Howard Investments Inc. NY decreased its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 20.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Riverbridge Partners LLC Trims Stock Position in Kinsale Capital Group, Inc. $KNSL
Riverbridge Partners LLC cut its holdings in Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) by 8.3% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 246,236 shares of... More of this article »
Riverbridge Partners LLC Buys 16,437 Shares of Cintas Corporation $CTAS
Riverbridge Partners LLC boosted its stake in Cintas Corporation (NASDAQ:CTAS – Free Report) by 7.7% during the first quarter, Holdings Channel reports. The institutional investor owned 229,158 shares of the business services... More of this article »
Riverbridge Partners LLC Has $114.72 Million Stock Position in The Ensign Group, Inc. $ENSG
Riverbridge Partners LLC trimmed its position in The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) by 18.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
PMG Wealth Management Inc. Invests $5.37 Million in PIMCO Multi Sector Bond Active ETF $PYLD
PMG Wealth Management Inc. bought a new position in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) during the first quarter, Holdings Channel.com reports. The fund bought 205,848 shares of the company’s... More of this article »
Krilogy Financial LLC Boosts Stake in The Charles Schwab Corporation $SCHW
Krilogy Financial LLC raised its position in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 25.7% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 68,740 shares... More of this article »
Krilogy Financial LLC Buys 5,725 Shares of GE Aerospace $GE
Krilogy Financial LLC boosted its position in GE Aerospace (NYSE:GE – Free Report) by 18.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
EdgeRock Capital LLC Boosts Stock Holdings in Vanguard Value ETF $VTV
EdgeRock Capital LLC lifted its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 18.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Cora Capital Advisors LLC Has $14.76 Million Position in Vanguard Value ETF $VTV
Cora Capital Advisors LLC grew its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 48.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 75,208 shares... More of this article »
Corona Lorenzo Manuel Berho Sells 53,700 Shares of Corporacion Inmobiliaria Vesta (NYSE:VTMX) Stock
Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR (NYSE:VTMX – Get Free Report) Director Corona Lorenzo Manuel Berho sold 53,700 shares of the stock in a transaction that occurred on Thursday, June 18th. The stock... More of this article »
2,042 Shares in Sandisk Corporation $SNDK Acquired by Diversified Trust Co
Diversified Trust Co bought a new position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
First City Capital Management Inc. Takes $719,000 Position in AstraZeneca PLC $AZNCF
First City Capital Management Inc. bought a new position in AstraZeneca PLC (OTCMKTS:AZNCF – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
