Home » Author Archive


Digital Realty Trust, Inc. (NYSE:DLR) Shares Acquired by Jones Financial Companies Lllp
Jones Financial Companies Lllp boosted its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 56.1% in the fourth quarter, HoldingsChannel reports. The firm owned 80,791 shares of the real estate investment... More of this article »
3,520 Shares in American Electric Power Company, Inc. (NASDAQ:AEP) Acquired by Asahi Life Asset Management CO. LTD.
Asahi Life Asset Management CO. LTD. acquired a new stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired... More of this article »
Jacobi Capital Management LLC Sells 542 Shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)
Jacobi Capital Management LLC trimmed its holdings in shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Meridian Wealth Management LLC Sells 2,374 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Meridian Wealth Management LLC reduced its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.2% in the fourth quarter, HoldingsChannel reports. The firm owned 54,017 shares of the company’s stock after selling... More of this article »
Kelly Financial Group LLC Purchases New Shares in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)
Kelly Financial Group LLC purchased a new position in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 36,710 shares of the company’s... More of this article »
Bailard Inc. Has $1.88 Million Position in Ball Co. (NYSE:BALL)
Bailard Inc. reduced its stake in shares of Ball Co. (NYSE:BALL – Free Report) by 0.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 34,113 shares of the company’s stock after selling 253 shares during... More of this article »
Parkside Financial Bank & Trust Decreases Position in Fastenal (NASDAQ:FAST)
Parkside Financial Bank & Trust trimmed its position in shares of Fastenal (NASDAQ:FAST – Free Report) by 67.5% during the fourth quarter, Holdings Channel reports. The firm owned 1,631 shares of the company’s stock... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Bought by Verus Capital Partners LLC
Verus Capital Partners LLC raised its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 29,112 shares of the information services provider’s stock... More of this article »
Sage Rhino Capital LLC Cuts Position in Vanguard Total Bond Market ETF (NASDAQ:BND)
Sage Rhino Capital LLC lowered its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 0.7% in the 4th quarter, HoldingsChannel reports. The firm owned 92,725 shares of the company’s stock after... More of this article »
Bravias Capital Group LLC Takes Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Bravias Capital Group LLC purchased a new stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased... More of this article »
Bravias Capital Group LLC Invests $713,000 in Goldman Sachs BDC, Inc. (NYSE:GSBD)
Bravias Capital Group LLC acquired a new position in shares of Goldman Sachs BDC, Inc. (NYSE:GSBD – Free Report) in the 4th quarter, Holdings Channel reports. The fund acquired 55,568 shares of the financial services provider’s... More of this article »
Sharkey Howes & Javer Purchases New Stake in Broadcom Inc. (NASDAQ:AVGO)
Sharkey Howes & Javer purchased a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, Holdings Channel reports. The firm purchased 960 shares of the semiconductor manufacturer’s... More of this article »
Cape Investment Advisory Inc. Lowers Stock Holdings in iShares Ethereum Trust ETF (NASDAQ:ETHA)
Cape Investment Advisory Inc. reduced its position in iShares Ethereum Trust ETF (NASDAQ:ETHA – Free Report) by 11.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 6,465 shares of the company’s... More of this article »
Manhattan Associates, Inc. (NASDAQ:MANH) Given Average Recommendation of “Moderate Buy” by Brokerages
Shares of Manhattan Associates, Inc. (NASDAQ:MANH – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the ten ratings firms that are presently covering the company, Marketbeat.com reports.... More of this article »
US Bancorp DE Buys 1,230 Shares of Graco Inc. (NYSE:GGG)
US Bancorp DE raised its stake in Graco Inc. (NYSE:GGG – Free Report) by 0.5% in the fourth quarter, Holdings Channel reports. The firm owned 225,127 shares of the industrial products company’s stock after acquiring an... More of this article »
ACR Alpine Capital Research LLC Reduces Stake in Barclays PLC (NYSE:BCS)
ACR Alpine Capital Research LLC decreased its position in shares of Barclays PLC (NYSE:BCS) by 8.2% during the fourth quarter, HoldingsChannel reports. The fund owned 936,922 shares of the financial services provider’s stock... More of this article »
HDFC Bank Limited (NYSE:HDB) Stake Lowered by NINE MASTS CAPITAL Ltd
NINE MASTS CAPITAL Ltd reduced its stake in shares of HDFC Bank Limited (NYSE:HDB – Free Report) by 5.7% during the 4th quarter, HoldingsChannel reports. The fund owned 588,638 shares of the bank’s stock after selling... More of this article »
Winslow Asset Management Inc. Sells 105 Shares of Texas Roadhouse, Inc. (NASDAQ:TXRH)
Winslow Asset Management Inc. cut its position in shares of Texas Roadhouse, Inc. (NASDAQ:TXRH – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Winslow Asset Management Inc. Reduces Position in Moelis & Company (NYSE:MC)
Winslow Asset Management Inc. decreased its stake in shares of Moelis & Company (NYSE:MC – Free Report) by 1.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Los Angeles Capital Management LLC Sells 3,900 Shares of Alkami Technology, Inc. (NASDAQ:ALKT)
Los Angeles Capital Management LLC lowered its holdings in shares of Alkami Technology, Inc. (NASDAQ:ALKT – Free Report) by 14.1% during the fourth quarter, HoldingsChannel reports. The firm owned 23,803 shares of the company’s... More of this article »
Interactive Financial Advisors Inc. Sells 162 Shares of Vanguard Utilities ETF (NYSEARCA:VPU)
Interactive Financial Advisors Inc. trimmed its holdings in shares of Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 3.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
ConocoPhillips (NYSE:COP) Shares Purchased by Gryphon Financial Partners LLC
Gryphon Financial Partners LLC raised its position in ConocoPhillips (NYSE:COP – Free Report) by 34.6% in the fourth quarter, Holdings Channel reports. The fund owned 13,657 shares of the energy producer’s stock after... More of this article »
Wernau Asset Management Inc. Invests $750,000 in The Boston Beer Company, Inc. (NYSE:SAM)
Wernau Asset Management Inc. acquired a new stake in shares of The Boston Beer Company, Inc. (NYSE:SAM – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Norden Group LLC Has $959,000 Holdings in iShares U.S. Treasury Bond ETF (BATS:GOVT)
Norden Group LLC lessened its position in iShares U.S. Treasury Bond ETF (BATS:GOVT – Free Report) by 7.0% in the 4th quarter, Holdings Channel reports. The fund owned 41,720 shares of the company’s stock after selling... More of this article »
Kelly Financial Group LLC Invests $388,000 in JPMorgan US Momentum Factor ETF (NYSEARCA:JMOM)
Kelly Financial Group LLC acquired a new stake in shares of JPMorgan US Momentum Factor ETF (NYSEARCA:JMOM – Free Report) in the fourth quarter, HoldingsChannel reports. The firm acquired 6,654 shares of the company’s... More of this article »
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Shares Sold by Meridian Wealth Management LLC
Meridian Wealth Management LLC lowered its stake in shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 4.9% in the fourth quarter, Holdings Channel reports. The firm owned 13,263 shares of the company’s... More of this article »
Mutual of America Capital Management LLC Boosts Stake in Kenvue Inc. (NYSE:KVUE)
Mutual of America Capital Management LLC raised its holdings in shares of Kenvue Inc. (NYSE:KVUE – Free Report) by 8.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Fourth Sail Capital LP Purchases New Stake in Grupo Financiero Galicia S.A. (NASDAQ:GGAL)
Fourth Sail Capital LP acquired a new position in shares of Grupo Financiero Galicia S.A. (NASDAQ:GGAL – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Fourth Sail Capital LP Trims Holdings in Ur-Energy Inc. (NYSEAMERICAN:URG)
Fourth Sail Capital LP reduced its holdings in shares of Ur-Energy Inc. (NYSEAMERICAN:URG – Free Report) (TSE:URE) by 32.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 11,856,794... More of this article »
Mission Wealth Management LP Buys 1,263 Shares of Nuveen ESG Large-Cap Value ETF (BATS:NULV)
Mission Wealth Management LP grew its stake in Nuveen ESG Large-Cap Value ETF (BATS:NULV – Free Report) by 0.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 188,720 shares of the company’s stock... More of this article »
The Charles Schwab Co. (NYSE:SCHW) Shares Sold by Sage Rhino Capital LLC
Sage Rhino Capital LLC lowered its position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 1.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 13,884 shares of the financial services provider’s... More of this article »
JPMorgan Income ETF (NYSEARCA:JPIE) Shares Bought by Sage Rhino Capital LLC
Sage Rhino Capital LLC lifted its stake in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 39.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Garrett Wealth Advisory Group LLC Sells 301 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Garrett Wealth Advisory Group LLC lowered its stake in shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 3.8% during the fourth quarter, according to its most recent disclosure with the Securities and... More of this article »
Grandfield & Dodd LLC Buys 8,278 Shares of Schwab US Broad Market ETF (NYSEARCA:SCHB)
Grandfield & Dodd LLC lifted its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 200.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Bridges Investment Management Inc. Sells 100 Shares of The Clorox Company (NYSE:CLX)
Bridges Investment Management Inc. cut its stake in shares of The Clorox Company (NYSE:CLX – Free Report) by 1.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Manhattan Associates, Inc. (NASDAQ:MANH) Stock Holdings Increased by Bridges Investment Management Inc.
Bridges Investment Management Inc. lifted its stake in Manhattan Associates, Inc. (NASDAQ:MANH – Free Report) by 18.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Maia Wealth LLC Increases Position in Comcast Co. (NASDAQ:CMCSA)
Maia Wealth LLC lifted its holdings in Comcast Co. (NASDAQ:CMCSA – Free Report) by 12.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 10,750 shares of the cable giant’s stock after... More of this article »
Prime Medicine, Inc. (NYSE:PRME) Stake Boosted by Levin Capital Strategies L.P.
Levin Capital Strategies L.P. raised its holdings in shares of Prime Medicine, Inc. (NYSE:PRME – Free Report) by 7.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Duncker Streett & Co. Inc. Has $404,000 Stock Holdings in Target Co. (NYSE:TGT)
Duncker Streett & Co. Inc. lessened its holdings in shares of Target Co. (NYSE:TGT – Free Report) by 11.1% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 2,990 shares of the retailer’s... More of this article »
Mutual of America Capital Management LLC Has $7.54 Million Stock Position in Teledyne Technologies Incorporated (NYSE:TDY)
Mutual of America Capital Management LLC increased its holdings in shares of Teledyne Technologies Incorporated (NYSE:TDY – Free Report) by 1.7% in the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Digital Realty Trust, Inc. (NYSE:DLR) Shares Sold by Mutual of America Capital Management LLC
Mutual of America Capital Management LLC reduced its position in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Metis Global Partners LLC Grows Stock Position in Norfolk Southern Co. (NYSE:NSC)
Metis Global Partners LLC lifted its holdings in shares of Norfolk Southern Co. (NYSE:NSC – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Sonoma Private Wealth LLC Purchases Shares of 29,113 Sprott Nickel Miners ETF (NASDAQ:NIKL)
Sonoma Private Wealth LLC purchased a new stake in shares of Sprott Nickel Miners ETF (NASDAQ:NIKL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
QRG Capital Management Inc. Sells 564 Shares of HDFC Bank Limited (NYSE:HDB)
QRG Capital Management Inc. lowered its stake in HDFC Bank Limited (NYSE:HDB – Free Report) by 2.3% in the 4th quarter, Holdings Channel reports. The firm owned 24,177 shares of the bank’s stock after selling 564 shares... More of this article »
Direxion Daily GOOGL Bull 2X Shares (NASDAQ:GGLL) Sees Significant Growth in Short Interest
Direxion Daily GOOGL Bull 2X Shares (NASDAQ:GGLL – Get Free Report) was the recipient of a significant growth in short interest in the month of February. As of February 15th, there was short interest totalling 1,170,000 shares,... More of this article »
Amalgamated Bank Sells 67 Shares of Inspire Medical Systems, Inc. (NYSE:INSP)
Amalgamated Bank lessened its stake in Inspire Medical Systems, Inc. (NYSE:INSP – Free Report) by 0.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 9,707 shares of the company’s stock after selling 67... More of this article »
Mutual of America Capital Management LLC Has $7.82 Million Holdings in German American Bancorp, Inc. (NASDAQ:GABC)
Mutual of America Capital Management LLC lifted its holdings in German American Bancorp, Inc. (NASDAQ:GABC – Free Report) by 17.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Private Trust Co. NA Sells 284 Shares of iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY)
Private Trust Co. NA lessened its stake in iShares Broad USD High Yield Corporate Bond ETF (BATS:USHY – Free Report) by 3.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »