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Magellan Asset Management Ltd Has $188.17 Million Holdings in American Tower Corporation $AMT
Magellan Asset Management Ltd grew its stake in American Tower Corporation (NYSE:AMT – Free Report) by 6.6% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Total Wealth Planning & Management Inc. Makes New $1.07 Million Investment in Walmart Inc. $WMT
Total Wealth Planning & Management Inc. bought a new position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 9,570 shares of the retailer’s... More of this article »
KeyCorp Issues Positive Outlook for EOG Resources Earnings
EOG Resources, Inc. (NYSE:EOG – Free Report) – Stock analysts at KeyCorp raised their Q2 2026 earnings per share estimates for EOG Resources in a research report issued to clients and investors on Wednesday, June 3rd.... More of this article »
Spectrum Wealth Advisory Group LLC Has $37.17 Million Stake in First Trust Rising Dividend Achievers ETF $RDVY
Spectrum Wealth Advisory Group LLC boosted its holdings in First Trust Rising Dividend Achievers ETF (NASDAQ:RDVY – Free Report) by 78.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
NVR, Inc. $NVR Shares Sold by Livforsakringsbolaget Skandia Omsesidigt
Livforsakringsbolaget Skandia Omsesidigt decreased its holdings in NVR, Inc. (NYSE:NVR – Free Report) by 17.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Insider Buying: Orchestra BioMed (NASDAQ:OBIO) Insider Buys $19,150.00 in Stock
Orchestra BioMed Holdings, Inc. (NASDAQ:OBIO – Get Free Report) insider David Hochman acquired 5,000 shares of the stock in a transaction dated Monday, June 1st. The shares were purchased at an average cost of $3.83 per share,... More of this article »
U.S. Global Investors (NASDAQ:GROW) Insider Purchases $14,027.48 in Stock
U.S. Global Investors, Inc. (NASDAQ:GROW – Get Free Report) insider Derek Steven Pilecki acquired 5,354 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The stock was bought at an average... More of this article »
WCG Wealth Advisors LLC Acquires 8,220 Shares of PepsiCo, Inc. $PEP
WCG Wealth Advisors LLC increased its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 51.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Sachem Capital Corp. (NYSEAMERICAN:SACH) Declares $0.01 Quarterly Dividend
Sachem Capital Corp. (NYSEAMERICAN:SACH – Get Free Report) announced a quarterly dividend on Thursday, June 4th. Shareholders of record on Monday, June 15th will be given a dividend of 0.01 per share on Tuesday, June 30th. This... More of this article »
Becton, Dickinson and Company $BDX Stock Holdings Boosted by WCG Wealth Advisors LLC
WCG Wealth Advisors LLC boosted its position in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 142.0% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 24,340 shares of the medical... More of this article »
Lincoln Electric Holdings, Inc. $LECO Shares Acquired by Westfield Capital Management Co. LP
Westfield Capital Management Co. LP grew its holdings in Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) by 19.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
SharkNinja, Inc. $SN Stake Reduced by Westfield Capital Management Co. LP
Westfield Capital Management Co. LP cut its holdings in SharkNinja, Inc. (NYSE:SN – Free Report) by 40.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dave (NASDAQ:DAVE) Shares Down 7.6% – Here’s What Happened
Dave Inc. (NASDAQ:DAVE – Get Free Report)’s share price traded down 7.6% on Wednesday . The stock traded as low as $245.00 and last traded at $246.46. 159,230 shares traded hands during mid-day trading, a decline of 72%... More of this article »
Victrix Investment Advisors Invests $6.10 Million in Schwab U.S. Mid-Cap ETF $SCHM
Victrix Investment Advisors bought a new stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The firm bought 202,819 shares of the... More of this article »
Victrix Investment Advisors Makes New $1.79 Million Investment in Schwab 1-5 Year Corporate Bond ETF $SCHJ
Victrix Investment Advisors bought a new position in Schwab 1-5 Year Corporate Bond ETF (NYSEARCA:SCHJ – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Victrix Investment Advisors Takes $510,000 Position in Schwab Emerging Markets Equity ETF $SCHE
Victrix Investment Advisors bought a new stake in Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Prudential PLC Grows Stock Holdings in GE Aerospace $GE
Prudential PLC raised its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 6,399.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Randolph Co Inc Takes Position in The Mosaic Company $MOS
Randolph Co Inc purchased a new stake in The Mosaic Company (NYSE:MOS – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor purchased 1,380,833 shares of the basic materials company’s... More of this article »
The Goldman Sachs Group, Inc. $GS Shares Purchased by Vise Technologies Inc.
Vise Technologies Inc. lifted its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 43.6% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,113... More of this article »
Vise Technologies Inc. Has $28.48 Million Position in Vanguard Intermediate-Term Treasury ETF $VGIT
Vise Technologies Inc. raised its position in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 10.9% in the fourth quarter, Holdings Channel reports. The fund owned 475,159 shares of the company’s... More of this article »
Vise Technologies Inc. Boosts Stock Holdings in iShares MSCI USA Quality Factor ETF $QUAL
Vise Technologies Inc. boosted its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 47.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Carmen Amara Sells 500 Shares of Yelp (NYSE:YELP) Stock
Yelp Inc. (NYSE:YELP – Get Free Report) insider Carmen Amara sold 500 shares of Yelp stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $22.84, for a total value of $11,420.00. Following... More of this article »
Dimensional Emerging Markets Core Equity 2 ETF $DFEM is Straight Path Wealth Management’s 6th Largest Position
Straight Path Wealth Management lifted its holdings in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 4.1% in the fourth quarter, HoldingsChannel.com reports. The fund owned 439,108... More of this article »
Harvest Fund Management Co. Ltd Purchases 66,044 Shares of Western Digital Corporation $WDC
Harvest Fund Management Co. Ltd raised its position in Western Digital Corporation (NASDAQ:WDC – Free Report) by 326.6% in the 4th quarter, Holdings Channel reports. The firm owned 86,264 shares of the data storage provider’s... More of this article »
Schwab US Dividend Equity ETF $SCHD Shares Sold by Parallel Advisors LLC
Parallel Advisors LLC lowered its position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 10.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 439,958 shares of the company’s... More of this article »
Parallel Advisors LLC Purchases 52,916 Shares of Avantis International Equity ETF $AVDE
Parallel Advisors LLC boosted its position in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 7.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Phyllis Gotlib Sells 3,573 Shares of American Well (NYSE:AMWL) Stock
American Well Corporation (NYSE:AMWL – Get Free Report) insider Phyllis Gotlib sold 3,573 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $9.74, for a total... More of this article »
Geoffrey Clapp Sells 1,530 Shares of Progyny (NASDAQ:PGNY) Stock
Progyny, Inc. (NASDAQ:PGNY – Get Free Report) insider Geoffrey Clapp sold 1,530 shares of the stock in a transaction that occurred on Tuesday, June 2nd. The shares were sold at an average price of $25.58, for a total transaction... More of this article »
Mattel, Inc. (NASDAQ:MAT) Receives $18.22 Average Target Price from Brokerages
Shares of Mattel, Inc. (NASDAQ:MAT – Get Free Report) have received an average recommendation of “Hold” from the thirteen brokerages that are presently covering the stock, MarketBeat reports. One investment analyst... More of this article »
State of Wyoming Makes New $831,000 Investment in Keurig Dr Pepper, Inc $KDP
State of Wyoming acquired a new position in Keurig Dr Pepper, Inc (NASDAQ:KDP – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm acquired 29,652 shares of the company’s stock, valued at approximately... More of this article »
Total Wealth Planning & Management Inc. Purchases New Shares in Cheniere Energy, Inc. $LNG
Total Wealth Planning & Management Inc. purchased a new stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Prudential PLC Takes $33.59 Million Position in TotalEnergies SE Sponsored ADR $TTE
Prudential PLC purchased a new stake in TotalEnergies SE Sponsored ADR (NYSE:TTE – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased 514,974 shares of the company’s... More of this article »
Straight Path Wealth Management Raises Stake in Invesco BulletShares 2028 Corporate Bond ETF $BSCS
Straight Path Wealth Management boosted its position in shares of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 6.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 510,958... More of this article »
Total Wealth Planning & Management Inc. Buys Shares of 7,988 Unum Group $UNM
Total Wealth Planning & Management Inc. purchased a new position in shares of Unum Group (NYSE:UNM – Free Report) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 7,988 shares... More of this article »
Humana (NYSE:HUM) Raised to Strong-Buy at Wolfe Research
Humana (NYSE:HUM – Get Free Report) was upgraded by research analysts at Wolfe Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients and investors on Thursday,Zacks.com... More of this article »
ClearPoint Neuro (NASDAQ:CLPT) Director Sells $65,900.55 in Stock
ClearPoint Neuro, Inc. (NASDAQ:CLPT – Get Free Report) Director Timothy Richards sold 5,415 shares of the business’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $12.17, for... More of this article »
Nomura Asset Management Co. Ltd. Buys New Stake in CoreWeave Inc. $CRWV
Nomura Asset Management Co. Ltd. bought a new stake in CoreWeave Inc. (NASDAQ:CRWV – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Comparing National Healthcare Properties (NHP) and The Competition
National Healthcare Properties (NASDAQ:NHP – Get Free Report) is one of 27 publicly-traded companies in the “REAL ESTATE INVESTMENT TRUSTS” industry, but how does it contrast to its rivals? We will compare National... More of this article »
Harvest Fund Management Co. Ltd Purchases 4,877 Shares of Cintas Corporation $CTAS
Harvest Fund Management Co. Ltd grew its position in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) by 17.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
J.W. Cole Advisors Inc. Has $14.11 Million Stake in Invesco Aerospace & Defense ETF $PPA
J.W. Cole Advisors Inc. raised its position in shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 40.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
J.W. Cole Advisors Inc. Has $9.84 Million Stake in iShares Silver Trust $SLV
J.W. Cole Advisors Inc. lifted its position in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 52.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 152,753 shares of the exchange traded fund’s... More of this article »
TTM Technologies, Inc. $TTMI Shares Sold by Neumeier Poma Investment Counsel LLC
Neumeier Poma Investment Counsel LLC reduced its position in shares of TTM Technologies, Inc. (NASDAQ:TTMI – Free Report) by 14.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 637,790 shares of the technology... More of this article »
Crescent Grove Advisors LLC Invests $489,000 in Franco-Nevada Corporation $FNV
Crescent Grove Advisors LLC bought a new stake in shares of Franco-Nevada Corporation (NYSE:FNV – Free Report) (TSE:FNV) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Xeris Biopharma (NASDAQ:XERS) Insider Sells $101,002.02 in Stock
Xeris Biopharma Holdings, Inc. (NASDAQ:XERS – Get Free Report) insider Beth Hecht sold 16,667 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of... More of this article »
J.W. Cole Advisors Inc. Increases Stock Holdings in iShares Treasury Floating Rate Bond ETF $TFLO
J.W. Cole Advisors Inc. boosted its position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 4.3% during the 4th quarter, HoldingsChannel reports. The firm owned 253,998 shares of the company’s... More of this article »
J.W. Cole Advisors Inc. Cuts Position in iShares Core S&P 500 ETF $IVV
J.W. Cole Advisors Inc. decreased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Atmos Energy Corporation $ATO Shares Acquired by Magellan Asset Management Ltd
Magellan Asset Management Ltd boosted its position in shares of Atmos Energy Corporation (NYSE:ATO – Free Report) by 6.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Magellan Asset Management Ltd Purchases 47,355 Shares of Southern Company (The) $SO
Magellan Asset Management Ltd boosted its position in Southern Company (The) (NYSE:SO – Free Report) by 11.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »