Home » Author Archive
28,662 Shares in Visa Inc. (NYSE:V) Bought by Fisher Funds Management LTD
Fisher Funds Management LTD bought a new position in shares of Visa Inc. (NYSE:V – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm bought 28,662... More of this article »
Lazard Global Total Return and Income Fund, Inc. (NYSE:LGI) Plans Monthly Dividend of $0.15
Lazard Global Total Return and Income Fund, Inc. (NYSE:LGI – Get Free Report) declared a monthly dividend on Monday, February 24th, Wall Street Journal reports. Shareholders of record on Monday, March 10th will be paid a dividend... More of this article »
Stryker Co. (NYSE:SYK) Shares Acquired by Hendley & Co. Inc.
Hendley & Co. Inc. boosted its holdings in Stryker Co. (NYSE:SYK – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Meta Platforms, Inc. (NASDAQ:META) Shares Purchased by BKM Wealth Management LLC
BKM Wealth Management LLC raised its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 6.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Los Angeles Capital Management LLC Increases Holdings in Waste Management, Inc. (NYSE:WM)
Los Angeles Capital Management LLC raised its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 10.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 615,802 shares of the... More of this article »
Tempus AI (NASDAQ:TEM) Rating Lowered to Neutral at JPMorgan Chase & Co.
Tempus AI (NASDAQ:TEM – Get Free Report) was downgraded by research analysts at JPMorgan Chase & Co. from an “overweight” rating to a “neutral” rating in a research report issued to clients and investors... More of this article »
Los Angeles Capital Management LLC Boosts Holdings in Corning Incorporated (NYSE:GLW)
Los Angeles Capital Management LLC raised its stake in Corning Incorporated (NYSE:GLW – Free Report) by 37.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Centrus Energy (NYSE:LEU) Now Covered by Analysts at HC Wainwright
Analysts at HC Wainwright initiated coverage on shares of Centrus Energy (NYSE:LEU – Get Free Report) in a report issued on Tuesday,Briefing.com Automated Import reports. The firm set a “buy” rating and a $300.00... More of this article »
Amalgamated Bank Has $25.91 Million Stock Holdings in Uber Technologies, Inc. (NYSE:UBER)
Amalgamated Bank lowered its stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 1.3% during the fourth quarter, HoldingsChannel.com reports. The firm owned 429,556 shares of the ride-sharing company’s stock... More of this article »
Veritas Asset Management LLP Buys New Shares in KE Holdings Inc. (NYSE:BEKE)
Veritas Asset Management LLP bought a new stake in shares of KE Holdings Inc. (NYSE:BEKE – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Shell plc (NYSE:SHEL) Shares Sold by First Horizon Advisors Inc.
First Horizon Advisors Inc. decreased its position in Shell plc (NYSE:SHEL – Free Report) by 3.5% in the 4th quarter, HoldingsChannel reports. The firm owned 11,022 shares of the energy company’s stock after selling 403... More of this article »
Colonial River Investments LLC Sells 193 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)
Colonial River Investments LLC cut its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 5.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
TruNorth Capital Management LLC Invests $32,000 in iShares U.S. Consumer Discretionary ETF (NYSEARCA:IYC)
TruNorth Capital Management LLC bought a new stake in iShares U.S. Consumer Discretionary ETF (NYSEARCA:IYC – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Synergy Financial Group LTD Takes $247,000 Position in Chevron Co. (NYSE:CVX)
Synergy Financial Group LTD purchased a new stake in shares of Chevron Co. (NYSE:CVX – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 1,704 shares... More of this article »
Ares Capital Co. (NASDAQ:ARCC) Shares Purchased by FourThought Financial Partners LLC
FourThought Financial Partners LLC raised its position in Ares Capital Co. (NASDAQ:ARCC – Free Report) by 1.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Reitar Logtech (NASDAQ:RITR) and Invitation Homes (NYSE:INVH) Head to Head Review
Invitation Homes (NYSE:INVH – Get Free Report) and Reitar Logtech (NASDAQ:RITR – Get Free Report) are both finance companies, but which is the better business? We will compare the two companies based on the strength of... More of this article »
Kentucky Retirement Systems Decreases Stock Holdings in Conagra Brands, Inc. (NYSE:CAG)
Kentucky Retirement Systems decreased its holdings in shares of Conagra Brands, Inc. (NYSE:CAG – Free Report) by 1.4% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 32,920 shares of the... More of this article »
Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ) Shares Sold by Twin Peaks Wealth Advisors LLC
Twin Peaks Wealth Advisors LLC lessened its position in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
BHK Investment Advisors LLC Buys 333 Shares of The PNC Financial Services Group, Inc. (NYSE:PNC)
BHK Investment Advisors LLC raised its stake in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 19.5% during the 4th quarter, Holdings Channel reports. The fund owned 2,038 shares of the financial services... More of this article »
Transcendent Capital Group LLC Buys New Position in Pinnacle West Capital Co. (NYSE:PNW)
Transcendent Capital Group LLC purchased a new position in shares of Pinnacle West Capital Co. (NYSE:PNW – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Transcendent Capital Group LLC Invests $41,000 in Vanguard Core Bond ETF (NASDAQ:VCRB)
Transcendent Capital Group LLC purchased a new stake in Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 539 shares of the company’s stock, valued... More of this article »
Acorn Wealth Advisors LLC Sells 4,115 Shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU)
Acorn Wealth Advisors LLC lowered its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 10.6% during the 4th quarter, HoldingsChannel reports. The fund owned 34,694 shares of the company’s... More of this article »
Acorn Wealth Advisors LLC Cuts Stock Position in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV)
Acorn Wealth Advisors LLC trimmed its position in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 7.2% during the fourth quarter, according to the company in its most recent filing with the... More of this article »
Acorn Wealth Advisors LLC Sells 175 Shares of Vanguard Total World Bond ETF (NASDAQ:BNDW)
Acorn Wealth Advisors LLC decreased its position in Vanguard Total World Bond ETF (NASDAQ:BNDW – Free Report) by 3.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 4,307 shares... More of this article »
Acorn Wealth Advisors LLC Has $316,000 Position in JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY)
Acorn Wealth Advisors LLC lessened its stake in shares of JPMorgan BetaBuilders USD High Yield Corporate Bond ETF (BATS:BBHY – Free Report) by 24.2% in the fourth quarter, according to the company in its most recent filing with... More of this article »
Acorn Wealth Advisors LLC Sells 813 Shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Acorn Wealth Advisors LLC cut its position in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 1.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 46,468 shares... More of this article »
Bank of New York Mellon Corp Has $1.13 Billion Holdings in West Pharmaceutical Services, Inc. (NYSE:WST)
Bank of New York Mellon Corp lifted its position in West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) by 6.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 3,449,811 shares of... More of this article »
Prasad Wealth Partners LLC Invests $227,000 in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Prasad Wealth Partners LLC acquired a new position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »
Impax Asset Management Group plc Sells 2,021 Shares of International Flavors & Fragrances Inc. (NYSE:IFF)
Impax Asset Management Group plc reduced its stake in International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
IFP Advisors Inc Has $2.79 Million Stock Holdings in DuPont de Nemours, Inc. (NYSE:DD)
IFP Advisors Inc increased its holdings in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 591.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
IFP Advisors Inc Has $3.16 Million Stock Position in Dimensional International Core Equity 2 ETF (BATS:DFIC)
IFP Advisors Inc raised its holdings in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 33.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 122,118 shares of... More of this article »
TCW Group Inc. Sells 33,845 Shares of Corteva, Inc. (NYSE:CTVA)
TCW Group Inc. decreased its position in Corteva, Inc. (NYSE:CTVA – Free Report) by 41.5% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 47,632 shares of the company’s stock after... More of this article »
Forvis Mazars Wealth Advisors LLC Acquires 338 Shares of Lincoln National Co. (NYSE:LNC)
Forvis Mazars Wealth Advisors LLC grew its holdings in shares of Lincoln National Co. (NYSE:LNC – Free Report) by 3.1% in the fourth quarter, HoldingsChannel reports. The fund owned 11,199 shares of the financial services provider’s... More of this article »
Y Intercept Hong Kong Ltd Invests $2.63 Million in iShares Russell 2000 ETF (NYSEARCA:IWM)
Y Intercept Hong Kong Ltd acquired a new position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm acquired 11,894 shares of the exchange traded fund’s... More of this article »
CWS Financial Advisors LLC Grows Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
CWS Financial Advisors LLC raised its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 167,130 shares... More of this article »
CWS Financial Advisors LLC Acquires 1,343 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)
CWS Financial Advisors LLC raised its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 9.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 15,171 shares of the company’s stock... More of this article »
SPDR S&P Emerging Markets SmallCap ETF (NYSEARCA:EWX) Stock Position Boosted by Addison Advisors LLC
Addison Advisors LLC boosted its stake in SPDR S&P Emerging Markets SmallCap ETF (NYSEARCA:EWX – Free Report) by 10.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 8,270 shares of... More of this article »
Juniper Networks, Inc. (NYSE:JNPR) Shares Sold by Kentucky Retirement Systems
Kentucky Retirement Systems lessened its stake in Juniper Networks, Inc. (NYSE:JNPR – Free Report) by 1.4% during the fourth quarter, HoldingsChannel.com reports. The firm owned 22,620 shares of the network equipment provider’s... More of this article »
Synergy Financial Group LTD Boosts Holdings in Goldman Sachs Ultra Short Bond ETF (BATS:GSST)
Synergy Financial Group LTD lifted its stake in shares of Goldman Sachs Ultra Short Bond ETF (BATS:GSST – Free Report) by 333.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 52,065... More of this article »
Immatics (NASDAQ:IMTX) and Tourmaline Bio (NASDAQ:TRML) Critical Analysis
Tourmaline Bio (NASDAQ:TRML – Get Free Report) and Immatics (NASDAQ:IMTX – Get Free Report) are both small-cap medical companies, but which is the better investment? We will compare the two companies based on the strength... More of this article »
ING Groep NV Takes $494,000 Position in Assurant, Inc. (NYSE:AIZ)
ING Groep NV bought a new stake in shares of Assurant, Inc. (NYSE:AIZ – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 2,318 shares of the financial services provider’s... More of this article »
Addison Advisors LLC Grows Stock Holdings in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR)
Addison Advisors LLC grew its holdings in Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 7.6% during the fourth quarter, HoldingsChannel reports. The firm owned 208,788 shares of the company’s... More of this article »
Trifecta Capital Advisors LLC Has $56,000 Stock Holdings in Ameriprise Financial, Inc. (NYSE:AMP)
Trifecta Capital Advisors LLC reduced its holdings in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 23.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 105 shares of the financial services... More of this article »
Impax Asset Management Group plc Sells 6,320 Shares of Illumina, Inc. (NASDAQ:ILMN)
Impax Asset Management Group plc cut its holdings in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 9.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Impax Asset Management Group plc Has $10.17 Million Stake in Pacira BioSciences, Inc. (NASDAQ:PCRX)
Impax Asset Management Group plc lifted its position in shares of Pacira BioSciences, Inc. (NASDAQ:PCRX – Free Report) by 14.8% during the 4th quarter, HoldingsChannel reports. The fund owned 540,027 shares of the company’s... More of this article »
Rothschild Investment LLC Acquires 210 Shares of Invesco FTSE RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF)
Rothschild Investment LLC lifted its holdings in Invesco FTSE RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF – Free Report) by 1.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Ameren Co. (NYSE:AEE) Shares Sold by Rothschild Investment LLC
Rothschild Investment LLC reduced its position in Ameren Co. (NYSE:AEE – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Private Advisor Group LLC Boosts Stake in Sanofi (NASDAQ:SNY)
Private Advisor Group LLC boosted its holdings in shares of Sanofi (NASDAQ:SNY – Free Report) by 6.1% in the 4th quarter, Holdings Channel reports. The fund owned 55,551 shares of the company’s stock after acquiring an... More of this article »