Home » Author Archive

Image for Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC Stake Raised by Riverpoint Wealth Management Holdings LLC

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC Stake Raised by Riverpoint Wealth Management Holdings LLC

Riverpoint Wealth Management Holdings LLC lifted its stake in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 0.7% during the first quarter, HoldingsChannel.com reports. The firm... More of this article »
Image for Schwab U.S. TIPS ETF $SCHP Shares Purchased by Riverpoint Wealth Management Holdings LLC

Schwab U.S. TIPS ETF $SCHP Shares Purchased by Riverpoint Wealth Management Holdings LLC

Riverpoint Wealth Management Holdings LLC increased its position in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 12.1% in the first quarter, HoldingsChannel.com reports. The firm owned 270,587 shares of the... More of this article »
Image for iShares Core S&P Small-Cap ETF $IJR Stake Lifted by Bryn Mawr Trust Advisors LLC

iShares Core S&P Small-Cap ETF $IJR Stake Lifted by Bryn Mawr Trust Advisors LLC

Bryn Mawr Trust Advisors LLC boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 56.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 44,535 shares... More of this article »
Image for Retirement Planning Group LLC Boosts Holdings in SPDR S&P Aerospace & Defense ETF $XAR

Retirement Planning Group LLC Boosts Holdings in SPDR S&P Aerospace & Defense ETF $XAR

Retirement Planning Group LLC boosted its holdings in shares of SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR – Free Report) by 27.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Retirement Planning Group LLC Increases Stake in PIMCO Multi Sector Bond Active ETF $PYLD

Retirement Planning Group LLC Increases Stake in PIMCO Multi Sector Bond Active ETF $PYLD

Retirement Planning Group LLC raised its position in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 12.1% in the first quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Acquires Shares of 609,054 IREN Limited $IREN

Sumitomo Mitsui Trust Group Inc. Acquires Shares of 609,054 IREN Limited $IREN

Sumitomo Mitsui Trust Group Inc. bought a new position in IREN Limited (NASDAQ:IREN – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The fund bought 609,054 shares of the... More of this article »
Image for Calamos Advisors LLC Has $45.01 Million Holdings in Emerson Electric Co. $EMR

Calamos Advisors LLC Has $45.01 Million Holdings in Emerson Electric Co. $EMR

Calamos Advisors LLC grew its stake in Emerson Electric Co. (NYSE:EMR – Free Report) by 6.7% in the first quarter, HoldingsChannel.com reports. The fund owned 343,549 shares of the industrial products company’s stock after... More of this article »
Image for Calamos Advisors LLC Purchases 36,944 Shares of Waste Management, Inc. $WM

Calamos Advisors LLC Purchases 36,944 Shares of Waste Management, Inc. $WM

Calamos Advisors LLC raised its position in Waste Management, Inc. (NYSE:WM – Free Report) by 19.1% during the 1st quarter, HoldingsChannel reports. The fund owned 230,863 shares of the business services provider’s stock... More of this article »
Image for International Assets Investment Management LLC Sells 3,674 Shares of Valero Energy Corporation $VLO

International Assets Investment Management LLC Sells 3,674 Shares of Valero Energy Corporation $VLO

International Assets Investment Management LLC lessened its holdings in Valero Energy Corporation (NYSE:VLO – Free Report) by 45.0% during the first quarter, HoldingsChannel reports. The firm owned 4,492 shares of the oil and... More of this article »
Image for Valmark Advisers Inc. Takes Position in Dimensional Emerging Markets Core Equity 2 ETF $DFEM

Valmark Advisers Inc. Takes Position in Dimensional Emerging Markets Core Equity 2 ETF $DFEM

Valmark Advisers Inc. purchased a new stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for J. Safra Sarasin Holding AG Increases Stock Holdings in Walmart Inc. $WMT

J. Safra Sarasin Holding AG Increases Stock Holdings in Walmart Inc. $WMT

J. Safra Sarasin Holding AG boosted its stake in Walmart Inc. (NASDAQ:WMT – Free Report) by 4.9% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 368,004 shares of the retailer’s... More of this article »
Image for Retirement Planning Group LLC Sells 37,022 Shares of American Century Diversified Corporate Bond ETF $KORP

Retirement Planning Group LLC Sells 37,022 Shares of American Century Diversified Corporate Bond ETF $KORP

Retirement Planning Group LLC lowered its position in American Century Diversified Corporate Bond ETF (NYSEARCA:KORP – Free Report) by 37.0% in the first quarter, HoldingsChannel.com reports. The fund owned 63,161 shares of... More of this article »
Image for Sirius XM Holdings Inc. $SIRI Shares Sold by SG Americas Securities LLC

Sirius XM Holdings Inc. $SIRI Shares Sold by SG Americas Securities LLC

SG Americas Securities LLC reduced its position in Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) by 97.0% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 4,654 shares of the company’s... More of this article »
Image for Hsbc Holdings PLC Has $991,000 Holdings in Axcelis Technologies, Inc. $ACLS

Hsbc Holdings PLC Has $991,000 Holdings in Axcelis Technologies, Inc. $ACLS

Hsbc Holdings PLC cut its position in shares of Axcelis Technologies, Inc. (NASDAQ:ACLS – Free Report) by 41.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Suncor Energy  Inc. $SU Stock Position Trimmed by Principal Financial Group Inc.

Suncor Energy Inc. $SU Stock Position Trimmed by Principal Financial Group Inc.

Principal Financial Group Inc. cut its holdings in shares of Suncor Energy Inc. (NYSE:SU – Free Report) (TSE:SU) by 8.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Meituan (OTCMKTS:MPNGF) Short Interest Down 52.4% in June

Meituan (OTCMKTS:MPNGF) Short Interest Down 52.4% in June

Meituan (OTCMKTS:MPNGF – Get Free Report) was the recipient of a large decrease in short interest in the month of June. As of June 30th, there was short interest totaling 3,270,279 shares, a decrease of 52.4% from the June 15th... More of this article »
Image for FitLife Brands Inc. (NASDAQ:FTLF) Short Interest Down 52.6% in June

FitLife Brands Inc. (NASDAQ:FTLF) Short Interest Down 52.6% in June

FitLife Brands Inc. (NASDAQ:FTLF – Get Free Report) was the recipient of a large decline in short interest in June. As of June 30th, there was short interest totaling 91,300 shares, a decline of 52.6% from the June 15th total... More of this article »
Image for Fitness Stocks To Follow Today – July 13th

Fitness Stocks To Follow Today – July 13th

Garmin, Life Time Group, Peloton Interactive, Planet Fitness, and Xponential Fitness are the five Fitness stocks to watch today, according to MarketBeat’s stock screener tool. “Fitness stocks” are shares in companies that... More of this article »
Image for Dividend Stocks To Follow Now – July 13th

Dividend Stocks To Follow Now – July 13th

ProShares UltraPro Short QQQ, AT&T, Chevron, Kimberly-Clark, and Kenvue are the five Dividend stocks to watch today, according to MarketBeat’s stock screener tool. Dividend stocks are shares of companies that regularly... More of this article »
Image for J. Safra Sarasin Holding AG Sells 384,506 Shares of ServiceNow, Inc. $NOW

J. Safra Sarasin Holding AG Sells 384,506 Shares of ServiceNow, Inc. $NOW

J. Safra Sarasin Holding AG lessened its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 94.4% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 22,647 shares of the information technology... More of this article »
Image for Uptick Partners LLC Invests $604,000 in Dimensional International Value ETF $DFIV

Uptick Partners LLC Invests $604,000 in Dimensional International Value ETF $DFIV

Uptick Partners LLC bought a new position in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The fund bought 11,441 shares... More of this article »
Image for J. Safra Sarasin Holding AG Sells 20,033 Shares of Autodesk, Inc. $ADSK

J. Safra Sarasin Holding AG Sells 20,033 Shares of Autodesk, Inc. $ADSK

J. Safra Sarasin Holding AG reduced its stake in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 47.4% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for J. Safra Sarasin Holding AG Purchases 4,758 Shares of Nucor Corporation $NUE

J. Safra Sarasin Holding AG Purchases 4,758 Shares of Nucor Corporation $NUE

J. Safra Sarasin Holding AG lifted its position in shares of Nucor Corporation (NYSE:NUE – Free Report) by 26.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Emerald Advisers LLC Sells 35,203 Shares of nLight $LASR

Emerald Advisers LLC Sells 35,203 Shares of nLight $LASR

Emerald Advisers LLC lessened its stake in shares of nLight (NASDAQ:LASR – Free Report) by 4.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 746,674 shares of the company’s... More of this article »
Image for Teachers Retirement System of The State of Kentucky Cuts Stock Holdings in BJ’s Wholesale Club Holdings, Inc. $BJ

Teachers Retirement System of The State of Kentucky Cuts Stock Holdings in BJ’s Wholesale Club Holdings, Inc. $BJ

Teachers Retirement System of The State of Kentucky lowered its position in shares of BJ’s Wholesale Club Holdings, Inc. (NYSE:BJ – Free Report) by 11.0% in the 1st quarter, according to its most recent Form 13F filing... More of this article »
Image for Simplicity Wealth LLC Decreases Stock Holdings in Pacer Swan SOS Fund of Funds ETF $PSFF

Simplicity Wealth LLC Decreases Stock Holdings in Pacer Swan SOS Fund of Funds ETF $PSFF

Simplicity Wealth LLC lowered its position in shares of Pacer Swan SOS Fund of Funds ETF (BATS:PSFF – Free Report) by 62.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Vanguard FTSE Developed Markets ETF $VEA Stock Holdings Cut by Bryn Mawr Trust Advisors LLC

Vanguard FTSE Developed Markets ETF $VEA Stock Holdings Cut by Bryn Mawr Trust Advisors LLC

Bryn Mawr Trust Advisors LLC reduced its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.9% in the first quarter, HoldingsChannel reports. The firm owned 907,001 shares of the company’s... More of this article »
Image for Kestra Advisory Services LLC Acquires 151,708 Shares of Angel Oak UltraShort Income ETF $UYLD

Kestra Advisory Services LLC Acquires 151,708 Shares of Angel Oak UltraShort Income ETF $UYLD

Kestra Advisory Services LLC boosted its holdings in Angel Oak UltraShort Income ETF (NASDAQ:UYLD – Free Report) by 833.8% during the first quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for IDEX Corporation $IEX Shares Sold by Sumitomo Mitsui Trust Group Inc.

IDEX Corporation $IEX Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lessened its stake in IDEX Corporation (NYSE:IEX – Free Report) by 5.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Trims Stock Holdings in Schrodinger, Inc. $SDGR

Sumitomo Mitsui Trust Group Inc. Trims Stock Holdings in Schrodinger, Inc. $SDGR

Sumitomo Mitsui Trust Group Inc. reduced its holdings in shares of Schrodinger, Inc. (NASDAQ:SDGR – Free Report) by 32.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Sells 131,788 Shares of Gen Digital Inc. $GEN

Sumitomo Mitsui Trust Group Inc. Sells 131,788 Shares of Gen Digital Inc. $GEN

Sumitomo Mitsui Trust Group Inc. lowered its stake in Gen Digital Inc. (NASDAQ:GEN – Free Report) by 9.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Principal Financial Group Inc. Reduces Position in Hilton Worldwide Holdings Inc. $HLT

Principal Financial Group Inc. Reduces Position in Hilton Worldwide Holdings Inc. $HLT

Principal Financial Group Inc. trimmed its position in Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) by 29.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Yum China $YUMC Shares Bought by Principal Financial Group Inc.

Yum China $YUMC Shares Bought by Principal Financial Group Inc.

Principal Financial Group Inc. grew its stake in Yum China (NYSE:YUMC – Free Report) by 3.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Resona Asset Management Co. Ltd. Invests $2.71 Million in IREN Limited $IREN

Resona Asset Management Co. Ltd. Invests $2.71 Million in IREN Limited $IREN

Resona Asset Management Co. Ltd. purchased a new position in IREN Limited (NASDAQ:IREN – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Acquires 34,937 Shares of Ares Capital Corporation $ARCC

Sumitomo Mitsui Trust Group Inc. Acquires 34,937 Shares of Ares Capital Corporation $ARCC

Sumitomo Mitsui Trust Group Inc. raised its holdings in Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 2.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Private Advisor Group LLC Has $965,000 Stake in Cadence Design Systems, Inc. $CDNS

Private Advisor Group LLC Has $965,000 Stake in Cadence Design Systems, Inc. $CDNS

Private Advisor Group LLC lessened its holdings in shares of Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 49.7% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for The Boston Beer Company, Inc. (NYSE:SAM) Receives Average Recommendation of “Reduce” from Analysts

The Boston Beer Company, Inc. (NYSE:SAM) Receives Average Recommendation of “Reduce” from Analysts

The Boston Beer Company, Inc. (NYSE:SAM – Get Free Report) has been assigned a consensus rating of “Reduce” from the twelve ratings firms that are covering the stock, MarketBeat.com reports. Two investment analysts... More of this article »
Image for Revolution Medicines, Inc. $RVMD Shares Bought by Sumitomo Mitsui Trust Group Inc.

Revolution Medicines, Inc. $RVMD Shares Bought by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lifted its position in Revolution Medicines, Inc. (NASDAQ:RVMD – Free Report) by 4,828.6% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Has $33.67 Million Stock Holdings in Zscaler, Inc. $ZS

Sumitomo Mitsui Trust Group Inc. Has $33.67 Million Stock Holdings in Zscaler, Inc. $ZS

Sumitomo Mitsui Trust Group Inc. decreased its holdings in shares of Zscaler, Inc. (NASDAQ:ZS – Free Report) by 4.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Sells 5,206 Shares of HubSpot, Inc. $HUBS

Sumitomo Mitsui Trust Group Inc. Sells 5,206 Shares of HubSpot, Inc. $HUBS

Sumitomo Mitsui Trust Group Inc. decreased its stake in shares of HubSpot, Inc. (NYSE:HUBS – Free Report) by 4.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Tensor Edge Capital LLC Has $44.93 Million Stake in NVIDIA Corporation $NVDA

Tensor Edge Capital LLC Has $44.93 Million Stake in NVIDIA Corporation $NVDA

Tensor Edge Capital LLC raised its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 28.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for 11,404 Shares in British American Tobacco p.l.c. $BTI Bought by Y Intercept Hong Kong Ltd

11,404 Shares in British American Tobacco p.l.c. $BTI Bought by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd acquired a new position in shares of British American Tobacco p.l.c. (NYSE:BTI – Free Report) in the 1st quarter, Holdings Channel.com reports. The firm acquired 11,404 shares of the company’s... More of this article »
Image for Y Intercept Hong Kong Ltd Acquires Shares of 23,945 Alto Neuroscience, Inc. $ANRO

Y Intercept Hong Kong Ltd Acquires Shares of 23,945 Alto Neuroscience, Inc. $ANRO

Y Intercept Hong Kong Ltd bought a new position in Alto Neuroscience, Inc. (NYSE:ANRO – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Y Intercept Hong Kong Ltd Sells 107,806 Shares of Bausch Health Cos Inc. $BHC

Y Intercept Hong Kong Ltd Sells 107,806 Shares of Bausch Health Cos Inc. $BHC

Y Intercept Hong Kong Ltd lessened its holdings in Bausch Health Cos Inc. (NYSE:BHC – Free Report) by 50.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 104,425 shares of the company’s stock after selling... More of this article »
Image for Y Intercept Hong Kong Ltd Reduces Position in Schwab U.S. Large-Cap Value ETF $SCHV

Y Intercept Hong Kong Ltd Reduces Position in Schwab U.S. Large-Cap Value ETF $SCHV

Y Intercept Hong Kong Ltd trimmed its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 71.5% during the first quarter, HoldingsChannel reports. The firm owned 21,601 shares of the company’s... More of this article »
Image for Y Intercept Hong Kong Ltd Sells 106,146 Shares of HF Sinclair Corporation $DINO

Y Intercept Hong Kong Ltd Sells 106,146 Shares of HF Sinclair Corporation $DINO

Y Intercept Hong Kong Ltd trimmed its position in HF Sinclair Corporation (NYSE:DINO – Free Report) by 91.8% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 9,424 shares of the company’s... More of this article »
Image for Procyon Advisors LLC Purchases 12,731 Shares of Best Buy Co., Inc. $BBY

Procyon Advisors LLC Purchases 12,731 Shares of Best Buy Co., Inc. $BBY

Procyon Advisors LLC increased its position in shares of Best Buy Co., Inc. (NYSE:BBY – Free Report) by 49.4% during the first quarter, Holdings Channel reports. The institutional investor owned 38,491 shares of the technology... More of this article »
Image for Procyon Advisors LLC Trims Stock Holdings in Old Dominion Freight Line, Inc. $ODFL

Procyon Advisors LLC Trims Stock Holdings in Old Dominion Freight Line, Inc. $ODFL

Procyon Advisors LLC trimmed its holdings in Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 22.1% during the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for ArcelorMittal (NYSE:MT) Receives $68.07 Consensus Target Price from Analysts

ArcelorMittal (NYSE:MT) Receives $68.07 Consensus Target Price from Analysts

ArcelorMittal (NYSE:MT – Get Free Report) has been given a consensus rating of “Hold” by the thirteen ratings firms that are currently covering the company, Marketbeat.com reports. Seven investment analysts have... More of this article »
Image for WisdomTree, Inc. (NYSE:WT) Receives $20.06 Average PT from Analysts

WisdomTree, Inc. (NYSE:WT) Receives $20.06 Average PT from Analysts

WisdomTree, Inc. (NYSE:WT – Get Free Report) has received a consensus rating of “Moderate Buy” from the seven brokerages that are currently covering the company, Marketbeat.com reports. Three equities research analysts... More of this article »