Home » Author Archive
JPMorgan Short Duration Core Plus ETF $JSCP is Signet Financial Management LLC’s 10th Largest Position
Signet Financial Management LLC boosted its position in shares of JPMorgan Short Duration Core Plus ETF (NYSEARCA:JSCP – Free Report) by 5.4% in the first quarter, according to the company in its most recent 13F filing with... More of this article »
SouthState Bank Corp Has $22.09 Million Stake in Intuitive Surgical, Inc. $ISRG
SouthState Bank Corp lifted its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 5.6% during the 1st quarter, HoldingsChannel.com reports. The firm owned 47,907 shares of the medical equipment provider’s... More of this article »
Entrada Therapeutics, Inc. (NASDAQ:TRDA) Given Average Recommendation of “Hold” by Analysts
Shares of Entrada Therapeutics, Inc. (NASDAQ:TRDA – Get Free Report) have earned a consensus rating of “Hold” from the six research firms that are presently covering the firm, Marketbeat.com reports. One equities... More of this article »
Ethos Financial Group LLC Increases Stock Holdings in PureCycle Technologies, Inc. $PCT
Ethos Financial Group LLC boosted its holdings in shares of PureCycle Technologies, Inc. (NASDAQ:PCT – Free Report) by 27.9% in the 1st quarter, Holdings Channel.com reports. The fund owned 711,913 shares of the company’s... More of this article »
48,473 Shares in ProShares K-1 Free Crude Oil ETF $OILK Bought by Ethos Financial Group LLC
Ethos Financial Group LLC purchased a new position in ProShares K-1 Free Crude Oil ETF (BATS:OILK – Free Report) in the first quarter, HoldingsChannel.com reports. The firm purchased 48,473 shares of the company’s stock,... More of this article »
Ethos Financial Group LLC Has $4.44 Million Stock Holdings in Freedom 100 Emerging Markets ETF $FRDM
Ethos Financial Group LLC lowered its position in Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) by 20.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
GCI Liberty, Inc. – Series A GCI Group (NASDAQ:GLIBA) Upgraded to Hold at Zacks Research
GCI Liberty, Inc. – Series A GCI Group (NASDAQ:GLIBA – Get Free Report) was upgraded by equities research analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a report issued... More of this article »
Sigma Planning Corp Lowers Position in iShares Silver Trust $SLV
Sigma Planning Corp lessened its holdings in shares of iShares Silver Trust (NYSEARCA:SLV – Free Report) by 26.9% in the first quarter, HoldingsChannel.com reports. The fund owned 160,771 shares of the exchange traded fund’s... More of this article »
Sterling Investment Advisors Ltd. Grows Stock Position in JPMorgan Ultra-Short Income ETF $JPST
Sterling Investment Advisors Ltd. lifted its stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 306.1% in the first quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Flynn Zito Capital Management LLC Takes $4.76 Million Position in JPMorgan Active Bond ETF $JBND
Flynn Zito Capital Management LLC bought a new position in shares of JPMorgan Active Bond ETF (NYSEARCA:JBND – Free Report) in the 1st quarter, Holdings Channel.com reports. The institutional investor bought 88,456 shares of... More of this article »
Archer Aviation (NYSE:ACHR) Sets New 12-Month Low – What’s Next?
Archer Aviation Inc. (NYSE:ACHR – Get Free Report)’s stock price reached a new 52-week low on Monday . The company traded as low as $4.57 and last traded at $4.6450, with a volume of 4025976 shares trading hands. The stock... More of this article »
Applied Industrial Technologies, Inc. $AIT Holdings Boosted by Hillsdale Investment Management Inc.
Hillsdale Investment Management Inc. raised its stake in Applied Industrial Technologies, Inc. (NYSE:AIT – Free Report) by 29.0% in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Extreme Networks, Inc. $EXTR Shares Acquired by Hillsdale Investment Management Inc.
Hillsdale Investment Management Inc. boosted its stake in Extreme Networks, Inc. (NASDAQ:EXTR – Free Report) by 5.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 308,660... More of this article »
Emerald Advisers LLC Makes New $6.15 Million Investment in Metallus Inc. $MTUS
Emerald Advisers LLC purchased a new position in shares of Metallus Inc. (NYSE:MTUS – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased... More of this article »
Checchi Capital Advisers LLC Raises Stake in Vanguard FTSE Europe ETF $VGK
Checchi Capital Advisers LLC boosted its stake in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 1,860.5% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 72,244 shares... More of this article »
Retirement Planning Group LLC Makes New $1.97 Million Investment in Columbia International Equity Income ETF $INEQ
Retirement Planning Group LLC acquired a new stake in Columbia International Equity Income ETF (NYSEARCA:INEQ – Free Report) in the 1st quarter, according to its most recent disclosure with the SEC. The fund acquired 50,386... More of this article »
Legacy Capital Group California Inc. Reduces Stock Position in GE Aerospace $GE
Legacy Capital Group California Inc. lessened its holdings in GE Aerospace (NYSE:GE – Free Report) by 81.6% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Humana Inc. $HUM Shares Bought by J. Safra Sarasin Holding AG
J. Safra Sarasin Holding AG grew its holdings in Humana Inc. (NYSE:HUM – Free Report) by 41.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
ProShares Ultra Top QQQ (NASDAQ:QQUP) Short Interest Up 228.5% in June
ProShares Ultra Top QQQ (NASDAQ:QQUP – Get Free Report) saw a large increase in short interest during the month of June. As of June 30th, there was short interest totaling 1,107 shares, an increase of 228.5% from the June 15th... More of this article »
Chicago Partners Investment Group LLC Has $1.48 Million Position in UnitedHealth Group Incorporated $UNH
Chicago Partners Investment Group LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 19.4% during the 1st quarter, according to the company in its most recent Form 13F filing with... More of this article »
Bryn Mawr Trust Advisors LLC Has $2.86 Million Holdings in Qnity Electronics, Inc. $Q
Bryn Mawr Trust Advisors LLC cut its stake in Qnity Electronics, Inc. (NYSE:Q – Free Report) by 25.6% in the first quarter, Holdings Channel.com reports. The firm owned 24,798 shares of the premier technology solutions leader’s... More of this article »
Chicago Partners Investment Group LLC Has $2.02 Million Stake in S&P Global Inc. $SPGI
Chicago Partners Investment Group LLC increased its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 87.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Grows Position in iShares Russell 1000 Value ETF $IWD
Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 20.4% during the 1st quarter, according to the company in its most recent... More of this article »
Schwab Intermediate-Term U.S. Treasury ETF $SCHR Shares Sold by Simplicity Wealth LLC
Simplicity Wealth LLC reduced its holdings in shares of Schwab Intermediate-Term U.S. Treasury ETF (NYSEARCA:SCHR – Free Report) by 71.6% during the 1st quarter, according to the company in its most recent 13F filing with the... More of this article »
SiriusPoint (NYSE:SPNT) Reaches New 52-Week High – Here’s What Happened
SiriusPoint Ltd. (NYSE:SPNT – Get Free Report) reached a new 52-week high on Monday . The company traded as high as $25.06 and last traded at $25.08, with a volume of 56154 shares. The stock had previously closed at $24.65. Analysts... More of this article »
Kestra Advisory Services LLC Has $7.39 Million Stock Holdings in Innovator U.S. Equity Power Buffer ETF – June $PJUN
Kestra Advisory Services LLC lifted its stake in shares of Innovator U.S. Equity Power Buffer ETF – June (BATS:PJUN – Free Report) by 24.3% in the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Kestra Advisory Services LLC Has $7.25 Million Holdings in Vanguard Utilities ETF $VPU
Kestra Advisory Services LLC grew its position in shares of Vanguard Utilities ETF (NYSEARCA:VPU – Free Report) by 40.6% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Sumitomo Mitsui Trust Group Inc. Has $3.56 Million Stake in Rio Tinto PLC $RIO
Sumitomo Mitsui Trust Group Inc. trimmed its stake in Rio Tinto PLC (NYSE:RIO – Free Report) by 25.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm... More of this article »
Vanguard Russell 2000 ETF $VTWO Stock Position Raised by Sumitomo Mitsui Trust Group Inc.
Sumitomo Mitsui Trust Group Inc. increased its position in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 26.5% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 68,130 shares... More of this article »
Sumitomo Mitsui Trust Group Inc. Trims Holdings in The J. M. Smucker Company $SJM
Sumitomo Mitsui Trust Group Inc. trimmed its holdings in shares of The J. M. Smucker Company (NYSE:SJM – Free Report) by 78.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Sumitomo Mitsui Trust Group Inc. Sells 80,031 Shares of Tanger Inc. $SKT
Sumitomo Mitsui Trust Group Inc. reduced its stake in shares of Tanger Inc. (NYSE:SKT – Free Report) by 38.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Curbline Properties Corp. $CURB Shares Sold by Sumitomo Mitsui Trust Group Inc.
Sumitomo Mitsui Trust Group Inc. lessened its holdings in Curbline Properties Corp. (NYSE:CURB – Free Report) by 62.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Procore Technologies (NYSE:PCOR) Chairman Craig Jr. Courtemanche Sells 56,122 Shares
Procore Technologies, Inc. (NYSE:PCOR – Get Free Report) Chairman Craig Jr. Courtemanche sold 56,122 shares of the stock in a transaction that occurred on Friday, July 10th. The stock was sold at an average price of $43.90, for... More of this article »
Miami International (NYSE:MIAX) EVP Barbara Comly Sells 28,000 Shares
Miami International Holdings, Inc. (NYSE:MIAX – Get Free Report) EVP Barbara Comly sold 28,000 shares of the stock in a transaction dated Monday, July 13th. The stock was sold at an average price of $41.98, for a total transaction... More of this article »
Fifth Third Bancorp Purchases 266,906 Shares of PGIM Ultra Short Bond ETF $PULS
Fifth Third Bancorp raised its position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 2,294.6% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 278,538 shares of the company’s... More of this article »
Candriam S.C.A. Reduces Stock Position in Principal Financial Group, Inc. $PFG
Candriam S.C.A. lessened its stake in shares of Principal Financial Group, Inc. (NASDAQ:PFG – Free Report) by 83.1% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Fifth Third Bancorp Grows Holdings in Autodesk, Inc. $ADSK
Fifth Third Bancorp lifted its stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 563.0% during the 1st quarter, HoldingsChannel.com reports. The fund owned 68,850 shares of the software company’s stock after purchasing... More of this article »
Short Interest in Citizens Bancshares Co. (OTCMKTS:CITZ) Grows By ∞
Citizens Bancshares Co. (OTCMKTS:CITZ – Get Free Report) saw a significant increase in short interest during the month of June. As of June 30th, there was short interest totaling 100 shares, an increase of ∞ from the June... More of this article »
Short Interest in BAWAG Group AG (OTCMKTS:BWAGF) Decreases By 49.0%
BAWAG Group AG (OTCMKTS:BWAGF – Get Free Report) was the target of a significant decrease in short interest during the month of June. As of June 30th, there was short interest totaling 43,848 shares, a decrease of 49.0% from... More of this article »
Trustpilot Group (LON:TRST) Reaches New 1-Year High – Should You Buy?
Trustpilot Group plc (LON:TRST – Get Free Report)’s stock price hit a new 52-week high during mid-day trading on Wednesday . The stock traded as high as GBX 289.48 and last traded at GBX 288.20, with a volume of 623486... More of this article »
BNCCORP Inc. (OTCMKTS:BNCC) Short Interest Update
BNCCORP Inc. (OTCMKTS:BNCC – Get Free Report) was the target of a large growth in short interest in June. As of June 30th, there was short interest totaling 530 shares, a growth of 116.3% from the June 15th total of 245 shares.... More of this article »
SEA (NYSE:SE) Insider Yanjun Wang Sells 1,500 Shares
Sea Limited Sponsored ADR (NYSE:SE – Get Free Report) insider Yanjun Wang sold 1,500 shares of the firm’s stock in a transaction dated Friday, July 10th. The stock was sold at an average price of $113.33, for a total value... More of this article »
Candriam S.C.A. Lowers Stock Position in Paychex, Inc. $PAYX
Candriam S.C.A. reduced its stake in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 26.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Janney Montgomery Scott LLC Buys 5,698 Shares of Wayfair Inc. $W
Janney Montgomery Scott LLC raised its stake in Wayfair Inc. (NYSE:W – Free Report) by 234.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 8,129 shares of the company’s stock after buying an additional... More of this article »
Janney Montgomery Scott LLC Sells 55,033 Shares of Celsius Holdings Inc. $CELH
Janney Montgomery Scott LLC lowered its position in Celsius Holdings Inc. (NASDAQ:CELH – Free Report) by 74.3% during the first quarter, HoldingsChannel reports. The institutional investor owned 18,998 shares of the company’s... More of this article »
Hsbc Holdings PLC Buys 23,072 Shares of Groupon, Inc. $GRPN
Hsbc Holdings PLC boosted its stake in shares of Groupon, Inc. (NASDAQ:GRPN – Free Report) by 125.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Lindblad Expeditions $LIND Shares Acquired by Hsbc Holdings PLC
Hsbc Holdings PLC lifted its stake in shares of Lindblad Expeditions (NASDAQ:LIND – Free Report) by 112.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Hsbc Holdings PLC Invests $747,000 in National Energy Services Reunited $NESR
Hsbc Holdings PLC acquired a new stake in National Energy Services Reunited (NASDAQ:NESR – Free Report) in the fourth quarter, HoldingsChannel reports. The firm acquired 48,198 shares of the company’s stock, valued at... More of this article »