Home » Author Archive
151,579 Shares in Broadridge Financial Solutions, Inc. $BR Acquired by Tandem Investment Advisors Inc.
Tandem Investment Advisors Inc. bought a new stake in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Mmbg Investment Advisors CO. Buys 11,380 Shares of iShares 1-3 Year Treasury Bond ETF $SHY
Mmbg Investment Advisors CO. lifted its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 35.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Swedbank AB Has $15.62 Million Holdings in NuScale Power Corporation $SMR
Swedbank AB trimmed its holdings in shares of NuScale Power Corporation (NYSE:SMR – Free Report) by 21.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,102,060... More of this article »
Swedbank AB Sells 45,986 Shares of Gen Digital Inc. $GEN
Swedbank AB cut its holdings in shares of Gen Digital Inc. (NASDAQ:GEN – Free Report) by 5.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
William Blair Investment Management LLC Purchases New Position in Aris Mining Co. $ARIS
William Blair Investment Management LLC purchased a new position in Aris Mining Co. (NYSE:ARIS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Swedbank AB Acquires 14,503 Shares of Yum! Brands, Inc. $YUM
Swedbank AB boosted its holdings in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) by 9.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Morningstar Investment Management LLC Decreases Stake in SLB Limited $SLB
Morningstar Investment Management LLC reduced its stake in SLB Limited (NYSE:SLB – Free Report) by 41.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
PBF Energy Inc. $PBF Stock Position Decreased by William Blair Investment Management LLC
William Blair Investment Management LLC cut its position in shares of PBF Energy Inc. (NYSE:PBF – Free Report) by 9.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Summitry LLC Purchases 5,622 Shares of Visa Inc. $V
Summitry LLC increased its position in shares of Visa Inc. (NYSE:V – Free Report) by 3.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 194,792 shares... More of this article »
Fisher Asset Management LLC Has $121.73 Million Position in Acuity, Inc. $AYI
Fisher Asset Management LLC cut its position in Acuity, Inc. (NYSE:AYI – Free Report) by 5.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
Fisher Asset Management LLC Sells 112,239 Shares of Fulton Financial Corporation $FULT
Fisher Asset Management LLC lessened its stake in Fulton Financial Corporation (NASDAQ:FULT – Free Report) by 3.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Thrivent Financial for Lutherans Acquires New Shares in SPDR S&P Regional Banking ETF $KRE
Thrivent Financial for Lutherans acquired a new stake in SPDR S&P Regional Banking ETF (NYSEARCA:KRE – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired... More of this article »
Thrivent Financial for Lutherans Has $2.19 Million Position in DNOW Inc. $DNOW
Thrivent Financial for Lutherans increased its stake in DNOW Inc. (NYSE:DNOW – Free Report) by 43.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 165,076 shares of the oil... More of this article »
Thrivent Financial for Lutherans Acquires 47,399 Shares of America Movil, S.A.B. de C.V. Unsponsored ADR $AMX
Thrivent Financial for Lutherans grew its holdings in America Movil, S.A.B. de C.V. Unsponsored ADR (NYSE:AMX – Free Report) by 84.9% in the 4th quarter, Holdings Channel reports. The fund owned 103,236 shares of the Wireless... More of this article »
UBS Group AG Sells 117,819 Shares of Ivanhoe Electric Inc. $IE
UBS Group AG cut its stake in Ivanhoe Electric Inc. (NYSEAMERICAN:IE – Free Report) by 40.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Thrivent Financial for Lutherans Sells 34,658 Shares of InvenTrust Properties Corp. $IVT
Thrivent Financial for Lutherans lowered its position in shares of InvenTrust Properties Corp. (NYSE:IVT – Free Report) by 30.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 78,994... More of this article »
United Community Bank Decreases Position in Microsoft Corporation $MSFT
United Community Bank trimmed its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 7.7% during the 4th quarter, Holdings Channel reports. The firm owned 18,425 shares of the software giant’s stock after selling... More of this article »
Royce & Associates LP Trims Position in Astronics Corporation $ATRO
Royce & Associates LP lessened its stake in shares of Astronics Corporation (NASDAQ:ATRO – Free Report) by 13.9% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Royce & Associates LP Raises Position in Cognex Corporation $CGNX
Royce & Associates LP lifted its stake in shares of Cognex Corporation (NASDAQ:CGNX – Free Report) by 1.0% in the 4th quarter, HoldingsChannel reports. The firm owned 1,057,659 shares of the scientific and technical instruments... More of this article »
Royce & Associates LP Sells 77,418 Shares of FTAI Aviation Ltd. $FTAI
Royce & Associates LP cut its holdings in shares of FTAI Aviation Ltd. (NASDAQ:FTAI – Free Report) by 27.3% during the 4th quarter, Holdings Channel reports. The firm owned 205,922 shares of the financial services provider’s... More of this article »
Harbour Investments Inc. Buys 30,847 Shares of Vanguard Extended Duration Treasury ETF $EDV
Harbour Investments Inc. raised its stake in Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV – Free Report) by 9.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Kestra Investment Management LLC Has $6.75 Million Position in Dimensional Short-Duration Fixed Income ETF $DFSD
Kestra Investment Management LLC boosted its holdings in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 38.1% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Summitry LLC Buys 4,812 Shares of Dollar General Corporation $DG
Summitry LLC increased its stake in shares of Dollar General Corporation (NYSE:DG – Free Report) by 142.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,200... More of this article »
Avantis Emerging Markets Equity ETF $AVEM Stake Lifted by Kestra Investment Management LLC
Kestra Investment Management LLC boosted its position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 3,618.9% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Legal & General Group Plc Raises Stock Holdings in MercadoLibre, Inc. $MELI
Legal & General Group Plc boosted its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 2.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
PGGM Investments Acquires Shares of 336,355 Procter & Gamble Company (The) $PG
PGGM Investments acquired a new stake in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Fidelity Enhanced Small Cap ETF $FESM Shares Purchased by Parkside Investments LLC
Parkside Investments LLC boosted its holdings in Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM – Free Report) by 26.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Analyzing Nuwellis (NASDAQ:NUWE) and Delcath Systems (NASDAQ:DCTH)
Nuwellis (NASDAQ:NUWE – Get Free Report) and Delcath Systems (NASDAQ:DCTH – Get Free Report) are both small-cap medical companies, but which is the superior business? We will compare the two companies based on the strength... More of this article »
Head to Head Comparison: TFS Financial (NASDAQ:TFSL) & Timberland Bancorp (NASDAQ:TSBK)
TFS Financial (NASDAQ:TFSL – Get Free Report) and Timberland Bancorp (NASDAQ:TSBK – Get Free Report) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of... More of this article »
ServiceNow, Inc. $NOW Shares Acquired by HBK Sorce Advisory LLC
HBK Sorce Advisory LLC grew its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 350.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Hantz Financial Services Inc. Increases Stock Position in Diageo plc $DEO
Hantz Financial Services Inc. grew its position in Diageo plc (NYSE:DEO – Free Report) by 22.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Arthur J. Gallagher & Co. (AJG) – Research Analysts’ Recent Ratings Updates
Arthur J. Gallagher & Co. (NYSE: AJG) has recently received a number of price target changes and ratings updates: 5/21/2026 – Arthur J. Gallagher & Co. was given a new $240.00 price target by UBS Group AG. 5/21/2026... More of this article »
11,787 Shares in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV Purchased by Global Assets Advisory LLC
Global Assets Advisory LLC acquired a new position in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the... More of this article »
Intrusion CEO Touts Texas, Defense Wins as Cyber Firm Targets Positive Cash Flow
Intrusion (NASDAQ:INTZ) CEO Tony Scott outlined the company’s cybersecurity strategy, recent contract wins and financial outlook during a presentation at the Sidoti Virtual Conference, emphasizing the company’s focus on blocking... More of this article »
LGL Partners LLC Invests $595,000 in Symbotic Inc. $SYM
LGL Partners LLC purchased a new position in shares of Symbotic Inc. (NASDAQ:SYM – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 10,000... More of this article »
MSH Capital Advisors LLC Invests $1.07 Million in Vanguard Russell 1000 Growth ETF $VONG
MSH Capital Advisors LLC acquired a new position in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Morningstar Investment Management LLC Sells 16,298 Shares of American Electric Power Company, Inc. $AEP
Morningstar Investment Management LLC reduced its holdings in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 81.9% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
New Age Alpha Advisors LLC Has $3.12 Million Stake in Johnson Controls International plc $JCI
New Age Alpha Advisors LLC trimmed its stake in shares of Johnson Controls International plc (NYSE:JCI – Free Report) by 55.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Genus Capital Management Inc. Reduces Stock Position in InterDigital, Inc. $IDCC
Genus Capital Management Inc. lessened its stake in shares of InterDigital, Inc. (NASDAQ:IDCC – Free Report) by 49.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Glenview Trust Co Sells 22,056 Shares of Constellation Brands Inc $STZ
Glenview Trust Co trimmed its position in Constellation Brands Inc (NYSE:STZ – Free Report) by 39.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
New Age Alpha Advisors LLC Has $3.19 Million Stock Holdings in iShares Russell 1000 Value ETF $IWD
New Age Alpha Advisors LLC lifted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 50.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 15,178 shares of... More of this article »
Summitry LLC Boosts Holdings in Procter & Gamble Company (The) $PG
Summitry LLC raised its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 9.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Silvercrest Asset Management Group (NASDAQ:SAMG) and Hpil (OTCMKTS:HPIL) Head to Head Analysis
Silvercrest Asset Management Group (NASDAQ:SAMG – Get Free Report) and Hpil (OTCMKTS:HPIL – Get Free Report) are both finance companies, but which is the better stock? We will compare the two companies based on the strength... More of this article »
Brokerages Set Milestone Pharmaceuticals Inc. (NASDAQ:MIST) Price Target at $7.25
Milestone Pharmaceuticals Inc. (NASDAQ:MIST – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the six ratings firms that are covering the stock, Marketbeat reports. Two investment analysts... More of this article »
America Movil, S.A.B. de C.V. Unsponsored ADR (NYSE:AMX) Receives $27.18 Consensus Target Price from Analysts
Shares of America Movil, S.A.B. de C.V. Unsponsored ADR (NYSE:AMX – Get Free Report) have been assigned a consensus rating of “Hold” from the ten ratings firms that are presently covering the company, MarketBeat... More of this article »
Northwestern Mutual Wealth Management Co. Buys 30,836 Shares of Banco Bilbao Viscaya Argentaria S.A. $BBVA
Northwestern Mutual Wealth Management Co. increased its stake in shares of Banco Bilbao Viscaya Argentaria S.A. (NYSE:BBVA – Free Report) by 35.8% in the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Guidewire Software, Inc. $GWRE Shares Sold by Hantz Financial Services Inc.
Hantz Financial Services Inc. cut its position in shares of Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 17.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Hantz Financial Services Inc. Has $7.51 Million Stock Position in The Travelers Companies, Inc. $TRV
Hantz Financial Services Inc. trimmed its position in The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 16.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »