Home » Author Archive

Image for Rockefeller Capital Management L.P. Decreases Stake in Alibaba Group Holding Limited $BABA

Rockefeller Capital Management L.P. Decreases Stake in Alibaba Group Holding Limited $BABA

Rockefeller Capital Management L.P. cut its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 9.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for WMS Group LLC Makes New Investment in Invesco Nasdaq Biotechnology ETF $IBBQ

WMS Group LLC Makes New Investment in Invesco Nasdaq Biotechnology ETF $IBBQ

WMS Group LLC purchased a new stake in Invesco Nasdaq Biotechnology ETF (NASDAQ:IBBQ – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 149,855 shares of the... More of this article »
Image for Taylor Securities Services Inc. Acquires New Shares in U.S. Bancorp $USB

Taylor Securities Services Inc. Acquires New Shares in U.S. Bancorp $USB

Taylor Securities Services Inc. bought a new stake in U.S. Bancorp (NYSE:USB – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 12,096 shares of the financial services provider’s... More of this article »
Image for Meadowbrook Advisors Group LLC Takes $777,000 Position in SPDR Nuveen ICE Municipal Bond ETF $TFI

Meadowbrook Advisors Group LLC Takes $777,000 Position in SPDR Nuveen ICE Municipal Bond ETF $TFI

Meadowbrook Advisors Group LLC purchased a new position in SPDR Nuveen ICE Municipal Bond ETF (NYSEARCA:TFI – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 16,996 shares of the company’s... More of this article »
Image for Worthington Financial Partners LLC Invests $1.62 Million in EMCOR Group, Inc. $EME

Worthington Financial Partners LLC Invests $1.62 Million in EMCOR Group, Inc. $EME

Worthington Financial Partners LLC bought a new stake in EMCOR Group, Inc. (NYSE:EME – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 2,656 shares of the construction company’s... More of this article »
Image for WMS Group LLC Takes Position in Vanguard Short-Term Corporate Bond ETF $VCSH

WMS Group LLC Takes Position in Vanguard Short-Term Corporate Bond ETF $VCSH

WMS Group LLC bought a new position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Virtu Financial LLC Buys Shares of 23,095 Lennar Corporation $LEN

Virtu Financial LLC Buys Shares of 23,095 Lennar Corporation $LEN

Virtu Financial LLC purchased a new position in shares of Lennar Corporation (NYSE:LEN – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 23,095... More of this article »
Image for Rubicon Advisors GP Takes Position in Pacer US Cash Cows 100 ETF $COWZ

Rubicon Advisors GP Takes Position in Pacer US Cash Cows 100 ETF $COWZ

Rubicon Advisors GP bought a new stake in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 18,022 shares of the company’s... More of this article »
Image for Gunpowder Capital Management LLC dba Oliver Wealth Management Takes $853,000 Position in Invesco S&P 500 Equal Weight Technology ETF $RSPT

Gunpowder Capital Management LLC dba Oliver Wealth Management Takes $853,000 Position in Invesco S&P 500 Equal Weight Technology ETF $RSPT

Gunpowder Capital Management LLC dba Oliver Wealth Management acquired a new position in shares of Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) in the 4th quarter, HoldingsChannel reports. The... More of this article »
Image for 6,559 Shares in iShares National Muni Bond ETF $MUB Purchased by Keenan LLC

6,559 Shares in iShares National Muni Bond ETF $MUB Purchased by Keenan LLC

Keenan LLC bought a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Larry Mathis Financial Planning LLC Buys Shares of 2,758 L3Harris Technologies Inc $LHX

Larry Mathis Financial Planning LLC Buys Shares of 2,758 L3Harris Technologies Inc $LHX

Larry Mathis Financial Planning LLC bought a new stake in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Hsbc Holdings PLC Raises Stock Position in iShares MSCI Spain ETF $EWP

Hsbc Holdings PLC Raises Stock Position in iShares MSCI Spain ETF $EWP

Hsbc Holdings PLC boosted its holdings in shares of iShares MSCI Spain ETF (NYSEARCA:EWP – Free Report) by 1.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Rubicon Advisors GP Buys New Stake in H2O America $HTO

Rubicon Advisors GP Buys New Stake in H2O America $HTO

Rubicon Advisors GP purchased a new stake in H2O America (NASDAQ:HTO – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 14,194 shares of the utilities provider’s stock,... More of this article »
Image for Osbon Capital Management LLC Acquires Shares of 24,074 Running Oak Efficient Growth ETF $RUNN

Osbon Capital Management LLC Acquires Shares of 24,074 Running Oak Efficient Growth ETF $RUNN

Osbon Capital Management LLC bought a new position in shares of Running Oak Efficient Growth ETF (NASDAQ:RUNN – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Stenger Family Office LLC Trims Holdings in Exelon Corporation $EXC

Stenger Family Office LLC Trims Holdings in Exelon Corporation $EXC

Stenger Family Office LLC lowered its holdings in shares of Exelon Corporation (NASDAQ:EXC – Free Report) by 54.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Jungheinrich (OTCMKTS:JGHAF) Stock Price Down 1.2%  – Here’s Why

Jungheinrich (OTCMKTS:JGHAF) Stock Price Down 1.2% – Here’s Why

Jungheinrich AG (OTCMKTS:JGHAF – Get Free Report)’s stock price dropped 1.2% on Thursday . The company traded as low as $28.5168 and last traded at $28.5168. Approximately 40 shares changed hands during mid-day trading,... More of this article »
Image for Lane Brothers & Co. Inc. Makes New Investment in Avantis U.S. Equity ETF $AVUS

Lane Brothers & Co. Inc. Makes New Investment in Avantis U.S. Equity ETF $AVUS

Lane Brothers & Co. Inc. bought a new stake in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for DUTCH ASSET Corp Invests $1.42 Million in Vanguard Large-Cap ETF $VV

DUTCH ASSET Corp Invests $1.42 Million in Vanguard Large-Cap ETF $VV

DUTCH ASSET Corp bought a new stake in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought... More of this article »
Image for Corient Private Wealth LLC Has $294.35 Million Stock Holdings in Deere & Company $DE

Corient Private Wealth LLC Has $294.35 Million Stock Holdings in Deere & Company $DE

Corient Private Wealth LLC lifted its position in Deere & Company (NYSE:DE – Free Report) by 76.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 632,157 shares of... More of this article »
Image for Nasdaq, Inc. $NDAQ Shares Acquired by Rockefeller Capital Management L.P.

Nasdaq, Inc. $NDAQ Shares Acquired by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. grew its position in shares of Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) by 52.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for SHP Wealth Management Makes New $853,000 Investment in O’Reilly Automotive, Inc. $ORLY

SHP Wealth Management Makes New $853,000 Investment in O’Reilly Automotive, Inc. $ORLY

SHP Wealth Management bought a new position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for Stone Wealth Partners Makes New Investment in Tesla, Inc. $TSLA

Stone Wealth Partners Makes New Investment in Tesla, Inc. $TSLA

Stone Wealth Partners acquired a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 1,889 shares... More of this article »
Image for The Travelers Companies, Inc. (NYSE:TRV) Receives Consensus Rating of “Hold” from Analysts

The Travelers Companies, Inc. (NYSE:TRV) Receives Consensus Rating of “Hold” from Analysts

The Travelers Companies, Inc. (NYSE:TRV – Get Free Report) has been assigned an average recommendation of “Hold” from the twenty-one analysts that are covering the firm, Marketbeat.com reports. Three equities research... More of this article »
Image for Analysts Set X-Energy, Inc. (NASDAQ:XE) Target Price at $39.57

Analysts Set X-Energy, Inc. (NASDAQ:XE) Target Price at $39.57

X-Energy, Inc. (NASDAQ:XE – Get Free Report) has received an average rating of “Moderate Buy” from the nine analysts that are covering the firm, MarketBeat.com reports. Three analysts have rated the stock with a... More of this article »
Image for Henson Edgewater Management LLC Invests $446,000 in SPDR S&P 600 Small Cap Value ETF $SLYV

Henson Edgewater Management LLC Invests $446,000 in SPDR S&P 600 Small Cap Value ETF $SLYV

Henson Edgewater Management LLC acquired a new stake in shares of SPDR S&P 600 Small Cap Value ETF (NYSEARCA:SLYV – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 4,899 shares of the... More of this article »
Image for Insider Selling: Alliance Laundry (NYSE:ALH) Insider Sells $153,960.00 in Stock

Insider Selling: Alliance Laundry (NYSE:ALH) Insider Sells $153,960.00 in Stock

Alliance Laundry Holdings Inc. (NYSE:ALH – Get Free Report) insider Samantha Leigh Hannan sold 6,000 shares of Alliance Laundry stock in a transaction dated Monday, June 15th. The stock was sold at an average price of $25.66,... More of this article »
Image for Instrumental Wealth LLC Acquires 26,751 Shares of iShares Russell 2000 Value ETF $IWN

Instrumental Wealth LLC Acquires 26,751 Shares of iShares Russell 2000 Value ETF $IWN

Instrumental Wealth LLC grew its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 2,280.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Agriculture Stocks To Follow Today – June 19th

Agriculture Stocks To Follow Today – June 19th

Corteva, Deere & Company, Bunge Global, Valmont Industries, Cal-Maine Foods, Gates Industrial, and Andersons are the seven Agriculture stocks to watch today, according to MarketBeat’s stock screener tool. “Agriculture... More of this article »
Image for 15,920 Shares in Texas Pacific Land Corporation $TPL Bought by Redwood Family Wealth LLC

15,920 Shares in Texas Pacific Land Corporation $TPL Bought by Redwood Family Wealth LLC

Redwood Family Wealth LLC purchased a new position in shares of Texas Pacific Land Corporation (NYSE:TPL – Free Report) during the 4th quarter, HoldingsChannel reports. The firm purchased 15,920 shares of the financial services... More of this article »
Image for Redwood Family Wealth LLC Invests $732,000 in Vanguard U.S. Momentum Factor ETF $VFMO

Redwood Family Wealth LLC Invests $732,000 in Vanguard U.S. Momentum Factor ETF $VFMO

Redwood Family Wealth LLC acquired a new stake in shares of Vanguard U.S. Momentum Factor ETF (BATS:VFMO – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for MidFirst Bank Invests $12.05 Million in Visa Inc. $V

MidFirst Bank Invests $12.05 Million in Visa Inc. $V

MidFirst Bank acquired a new stake in Visa Inc. (NYSE:V – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 34,833 shares of the credit-card processor’s stock, valued at approximately $12,050,000.... More of this article »
Image for 45,451 Shares in Marathon Petroleum Corporation $MPC Purchased by Tulsa Wealth Advisors INC

45,451 Shares in Marathon Petroleum Corporation $MPC Purchased by Tulsa Wealth Advisors INC

Tulsa Wealth Advisors INC purchased a new position in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Derwent London Plc (LON:DLN) Receives Consensus Rating of “Hold” from Brokerages

Derwent London Plc (LON:DLN) Receives Consensus Rating of “Hold” from Brokerages

Derwent London Plc (LON:DLN – Get Free Report) has received a consensus recommendation of “Hold” from the nine research firms that are covering the stock, MarketBeat Ratings reports. Two research analysts have rated... More of this article »
Image for STUB (NYSE:STUB) Receives $11.50 Consensus Price Target from Analysts

STUB (NYSE:STUB) Receives $11.50 Consensus Price Target from Analysts

STUB (NYSE:STUB – Get Free Report) has earned a consensus rating of “Hold” from the twelve research firms that are covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a... More of this article »
Image for MidFirst Bank Invests $1.50 Million in Abbott Laboratories $ABT

MidFirst Bank Invests $1.50 Million in Abbott Laboratories $ABT

MidFirst Bank purchased a new stake in Abbott Laboratories (NYSE:ABT – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 11,947 shares of the healthcare product maker’s stock, valued at approximately... More of this article »
Image for 17,993 Shares in JPMorgan Active Bond ETF $JBND Acquired by SHP Wealth Management

17,993 Shares in JPMorgan Active Bond ETF $JBND Acquired by SHP Wealth Management

SHP Wealth Management bought a new stake in shares of JPMorgan Active Bond ETF (NYSEARCA:JBND – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm bought 17,993 shares of the company’s stock, valued... More of this article »
Image for SHP Wealth Management Purchases Shares of 8,064 The Walt Disney Company $DIS

SHP Wealth Management Purchases Shares of 8,064 The Walt Disney Company $DIS

SHP Wealth Management acquired a new position in The Walt Disney Company (NYSE:DIS – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 8,064 shares of the... More of this article »
Image for OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduces Stock Position in Alliant Energy Corporation $LNT

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduces Stock Position in Alliant Energy Corporation $LNT

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed its holdings in Alliant Energy Corporation (NASDAQ:LNT – Free Report) by 26.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned... More of this article »
Image for OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Lowers Holdings in Packaging Corporation of America $PKG

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Lowers Holdings in Packaging Corporation of America $PKG

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed its holdings in shares of Packaging Corporation of America (NYSE:PKG – Free Report) by 94.3% in the 4th quarter, according to the company in its most... More of this article »
Image for OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases Shares of 2,000 ASML Holding N.V. $ASML

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases Shares of 2,000 ASML Holding N.V. $ASML

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) during the fourth quarter, according to its most recent 13F filing with... More of this article »
Image for OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 26,305 Shares of Tower Semiconductor Ltd. $TSEM

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Sells 26,305 Shares of Tower Semiconductor Ltd. $TSEM

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC lessened its holdings in Tower Semiconductor Ltd. (NASDAQ:TSEM – Free Report) by 67.4% during the fourth quarter, according to the company in its most recent... More of this article »
Image for Insider Buying: Energy Recovery (NASDAQ:ERII) Director Acquires $99,278.40 in Stock

Insider Buying: Energy Recovery (NASDAQ:ERII) Director Acquires $99,278.40 in Stock

Energy Recovery, Inc. (NASDAQ:ERII – Get Free Report) Director Colin Sabol purchased 11,180 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were acquired at an average cost of $8.88 per... More of this article »
Image for GuidedMoney LLC Buys Shares of 2,659 Apple Inc. $AAPL

GuidedMoney LLC Buys Shares of 2,659 Apple Inc. $AAPL

GuidedMoney LLC bought a new stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Koenig Investment Advisory LLC Invests $1.77 Million in Dimensional International Small Cap Value ETF $DISV

Koenig Investment Advisory LLC Invests $1.77 Million in Dimensional International Small Cap Value ETF $DISV

Koenig Investment Advisory LLC purchased a new stake in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 46,667 shares of the company’s... More of this article »
Image for River Road Asset Management LLC Decreases Stock Position in Talen Energy Corporation $TLN

River Road Asset Management LLC Decreases Stock Position in Talen Energy Corporation $TLN

River Road Asset Management LLC lessened its position in Talen Energy Corporation (NASDAQ:TLN – Free Report) by 72.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 51,895 shares of the utilities provider’s... More of this article »
Image for Just Eat Takeaway.com (OTCMKTS:JTKWY) Shares Gap Down   – Time to Sell?

Just Eat Takeaway.com (OTCMKTS:JTKWY) Shares Gap Down – Time to Sell?

Just Eat Takeaway.com N.V. Sponsored ADR (OTCMKTS:JTKWY – Get Free Report)’s share price gapped down before the market opened on Thursday . The stock had previously closed at $4.25, but opened at $3.80. Just Eat Takeaway.com... More of this article »
Image for Pacer Advisors Inc. Raises Stock Holdings in Macy’s, Inc. $M

Pacer Advisors Inc. Raises Stock Holdings in Macy’s, Inc. $M

Pacer Advisors Inc. boosted its position in shares of Macy’s, Inc. (NYSE:M – Free Report) by 1,859.1% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,337,481 shares of the company’s... More of this article »
Image for Pacer Advisors Inc. Decreases Holdings in Pacer Swan SOS Conservative (July) ETF $PSCJ

Pacer Advisors Inc. Decreases Holdings in Pacer Swan SOS Conservative (July) ETF $PSCJ

Pacer Advisors Inc. lowered its position in Pacer Swan SOS Conservative (July) ETF (BATS:PSCJ – Free Report) by 5.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 1,194,739 shares of the company’s... More of this article »
Image for Sankala Group LLC Purchases New Position in Pacer Developed Markets International Cash Cows 100 ETF $ICOW

Sankala Group LLC Purchases New Position in Pacer Developed Markets International Cash Cows 100 ETF $ICOW

Sankala Group LLC acquired a new position in Pacer Developed Markets International Cash Cows 100 ETF (BATS:ICOW – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 11,897 shares of the company’s... More of this article »
Image for Sankala Group LLC Invests $562,000 in Blackstone Mortgage Trust, Inc. $BXMT

Sankala Group LLC Invests $562,000 in Blackstone Mortgage Trust, Inc. $BXMT

Sankala Group LLC purchased a new stake in Blackstone Mortgage Trust, Inc. (NYSE:BXMT – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor purchased 29,241 shares of the real estate investment... More of this article »