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Image for Tulsa Wealth Advisors INC Invests $804,000 in Edwards Lifesciences Corporation $EW

Tulsa Wealth Advisors INC Invests $804,000 in Edwards Lifesciences Corporation $EW

Tulsa Wealth Advisors INC purchased a new stake in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 9,430 shares of... More of this article »
Image for Intertek Group plc (LON:ITRK) Receives Average Recommendation of “Moderate Buy” from Brokerages

Intertek Group plc (LON:ITRK) Receives Average Recommendation of “Moderate Buy” from Brokerages

Intertek Group plc (LON:ITRK – Get Free Report) has received a consensus rating of “Moderate Buy” from the six ratings firms that are presently covering the stock, MarketBeat reports. Two equities research analysts... More of this article »
Image for OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases New Position in Burlington Stores, Inc. $BURL

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases New Position in Burlington Stores, Inc. $BURL

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in Burlington Stores, Inc. (NYSE:BURL – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for ATI Inc. $ATI Shares Sold by Mengis Capital Management Inc.

ATI Inc. $ATI Shares Sold by Mengis Capital Management Inc.

Mengis Capital Management Inc. decreased its position in shares of ATI Inc. (NYSE:ATI – Free Report) by 10.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 73,267 shares of the basic materials... More of this article »
Image for Storen Legacy Partners LLC Takes $801,000 Position in Schwab US Small-Cap ETF $SCHA

Storen Legacy Partners LLC Takes $801,000 Position in Schwab US Small-Cap ETF $SCHA

Storen Legacy Partners LLC acquired a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) during the fourth quarter, Holdings Channel reports. The fund acquired 28,123 shares of the company’s stock, valued... More of this article »
Image for Pure Financial Advisors LLC Acquires 2,141 Shares of International Business Machines Corporation $IBM

Pure Financial Advisors LLC Acquires 2,141 Shares of International Business Machines Corporation $IBM

Pure Financial Advisors LLC boosted its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 36.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Image for Sentinel Dome Partners LLC Acquires Shares of 13,300 International Business Machines Corporation $IBM

Sentinel Dome Partners LLC Acquires Shares of 13,300 International Business Machines Corporation $IBM

Sentinel Dome Partners LLC bought a new position in International Business Machines Corporation (NYSE:IBM – Free Report) in the fourth quarter, HoldingsChannel reports. The firm bought 13,300 shares of the technology company’s... More of this article »
Image for Pure Financial Advisors LLC Has $6.62 Million Position in Dimensional International Sustainability Core 1 ETF $DFSI

Pure Financial Advisors LLC Has $6.62 Million Position in Dimensional International Sustainability Core 1 ETF $DFSI

Pure Financial Advisors LLC increased its position in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) by 22.0% in the fourth quarter, Holdings Channel reports. The institutional investor... More of this article »
Image for 3,649 Shares in Vanguard Consumer Staples ETF $VDC Bought by Sankala Group LLC

3,649 Shares in Vanguard Consumer Staples ETF $VDC Bought by Sankala Group LLC

Sankala Group LLC bought a new stake in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Insider Selling: Core Molding Technologies (NYSEAMERICAN:CMT) Director Sells $50,140.00 in Stock

Insider Selling: Core Molding Technologies (NYSEAMERICAN:CMT) Director Sells $50,140.00 in Stock

Core Molding Technologies Inc (NYSEAMERICAN:CMT – Get Free Report) Director Thomas Cellitti sold 2,000 shares of Core Molding Technologies stock in a transaction on Monday, June 15th. The shares were sold at an average price... More of this article »
Image for Insider Selling: Mineralys Therapeutics (NASDAQ:MLYS) Director Sells $75,000.00 in Stock

Insider Selling: Mineralys Therapeutics (NASDAQ:MLYS) Director Sells $75,000.00 in Stock

Mineralys Therapeutics, Inc. (NASDAQ:MLYS – Get Free Report) Director Daphne Karydas sold 3,000 shares of the stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $25.00, for... More of this article »
Image for Insider Selling: Wheels Up Experience (NYSE:UP) Major Shareholder Sells $42,843.63 in Stock

Insider Selling: Wheels Up Experience (NYSE:UP) Major Shareholder Sells $42,843.63 in Stock

Wheels Up Experience Inc. (NYSE:UP – Get Free Report) major shareholder Ck Wheels Llc sold 5,309 shares of the company’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $8.07,... More of this article »
Image for Christopher Vanderhook Sells 5,000 Shares of Viant Technology (NASDAQ:DSP) Stock

Christopher Vanderhook Sells 5,000 Shares of Viant Technology (NASDAQ:DSP) Stock

Viant Technology Inc. (NASDAQ:DSP – Get Free Report) COO Christopher Vanderhook sold 5,000 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $11.17, for a total... More of this article »
Image for SHP Wealth Management Makes New Investment in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

SHP Wealth Management Makes New Investment in JPMorgan Small & Mid Cap Enhanced Equity ETF $JMEE

SHP Wealth Management bought a new stake in JPMorgan Small & Mid Cap Enhanced Equity ETF (NYSEARCA:JMEE – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 318,729 shares of the company’s... More of this article »
Image for SHP Wealth Management Takes Position in Themes Transatlantic Defense ETF $NATO

SHP Wealth Management Takes Position in Themes Transatlantic Defense ETF $NATO

SHP Wealth Management acquired a new stake in shares of Themes Transatlantic Defense ETF (NASDAQ:NATO – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Keenan LLC Takes Position in Fidelity Fundamental Small-Mid Cap ETF $FFSM

Keenan LLC Takes Position in Fidelity Fundamental Small-Mid Cap ETF $FFSM

Keenan LLC purchased a new stake in Fidelity Fundamental Small-Mid Cap ETF (BATS:FFSM – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 265,329 shares of the company’s stock, valued at approximately... More of this article »
Image for Rehmann Capital Advisory Group Purchases 9,641 Shares of iShares MSCI USA Min Vol Factor ETF $USMV

Rehmann Capital Advisory Group Purchases 9,641 Shares of iShares MSCI USA Min Vol Factor ETF $USMV

Rehmann Capital Advisory Group boosted its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 3.2% in the fourth quarter, HoldingsChannel reports. The fund owned 308,099 shares of the company’s... More of this article »
Image for Targeted Financial Services LLC Invests $922,000 in SPDR Bloomberg Convertible Securities ETF $CWB

Targeted Financial Services LLC Invests $922,000 in SPDR Bloomberg Convertible Securities ETF $CWB

Targeted Financial Services LLC purchased a new position in SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 10,340 shares of the exchange... More of this article »
Image for OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduces Position in United Rentals, Inc. $URI

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Reduces Position in United Rentals, Inc. $URI

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed its position in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 38.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned... More of this article »
Image for SHP Wealth Management Buys Shares of 1,795 General Dynamics Corporation $GD

SHP Wealth Management Buys Shares of 1,795 General Dynamics Corporation $GD

SHP Wealth Management purchased a new position in shares of General Dynamics Corporation (NYSE:GD – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for SHP Wealth Management Makes New $653,000 Investment in JPMorgan Ultra-Short Income ETF $JPST

SHP Wealth Management Makes New $653,000 Investment in JPMorgan Ultra-Short Income ETF $JPST

SHP Wealth Management purchased a new stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Targeted Financial Services LLC Invests $24.49 Million in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC

Targeted Financial Services LLC Invests $24.49 Million in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC

Targeted Financial Services LLC bought a new stake in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) during the 4th quarter, according to the company in its most recent 13F filing... More of this article »
Image for Midway Capital Research & Management Invests $4.39 Million in East West Bancorp, Inc. $EWBC

Midway Capital Research & Management Invests $4.39 Million in East West Bancorp, Inc. $EWBC

Midway Capital Research & Management purchased a new position in East West Bancorp, Inc. (NASDAQ:EWBC – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for S Harris Financial Group LLC Takes $10.70 Million Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

S Harris Financial Group LLC Takes $10.70 Million Position in First Trust SMID Cap Rising Dividend Achievers ETF $SDVY

S Harris Financial Group LLC bought a new stake in shares of First Trust SMID Cap Rising Dividend Achievers ETF (NASDAQ:SDVY – Free Report) during the fourth quarter, HoldingsChannel reports. The fund bought 279,212 shares of... More of this article »
Image for Midway Capital Research & Management Makes New $2.78 Million Investment in Old Republic International Corporation $ORI

Midway Capital Research & Management Makes New $2.78 Million Investment in Old Republic International Corporation $ORI

Midway Capital Research & Management acquired a new stake in Old Republic International Corporation (NYSE:ORI – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Targeted Financial Services LLC Purchases New Stake in iShares U.S. Consumer Staples ETF $IYK

Targeted Financial Services LLC Purchases New Stake in iShares U.S. Consumer Staples ETF $IYK

Targeted Financial Services LLC acquired a new stake in iShares U.S. Consumer Staples ETF (NYSEARCA:IYK – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for River Road Asset Management LLC Cuts Stock Position in Valmont Industries, Inc. $VMI

River Road Asset Management LLC Cuts Stock Position in Valmont Industries, Inc. $VMI

River Road Asset Management LLC cut its stake in shares of Valmont Industries, Inc. (NYSE:VMI – Free Report) by 38.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 16,063 shares of the industrial products... More of this article »
Image for Tobam Acquires Shares of 4,397 Darden Restaurants, Inc. $DRI

Tobam Acquires Shares of 4,397 Darden Restaurants, Inc. $DRI

Tobam bought a new position in shares of Darden Restaurants, Inc. (NYSE:DRI – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund bought 4,397 shares of the restaurant operator’s stock, valued at... More of this article »
Image for 3,569 Shares in Chevron Corporation $CVX Bought by EJMK Ventures LLC

3,569 Shares in Chevron Corporation $CVX Bought by EJMK Ventures LLC

EJMK Ventures LLC bought a new stake in Chevron Corporation (NYSE:CVX – Free Report) during the 4th quarter, HoldingsChannel reports. The fund bought 3,569 shares of the oil and gas company’s stock, valued at approximately... More of this article »
Image for Salzgitter (OTCMKTS:SZGPY) Shares Gap Down   – What’s Next?

Salzgitter (OTCMKTS:SZGPY) Shares Gap Down – What’s Next?

Shares of Salzgitter AG (OTCMKTS:SZGPY – Get Free Report) gapped down before the market opened on Thursday . The stock had previously closed at $7.0450, but opened at $6.06. Salzgitter shares last traded at $5.98, with a volume... More of this article »
Image for Corient Private Wealth LLC Lowers Stock Position in Lam Research Corporation $LRCX

Corient Private Wealth LLC Lowers Stock Position in Lam Research Corporation $LRCX

Corient Private Wealth LLC cut its holdings in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 20.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,238,030 shares of the semiconductor... More of this article »
Image for Sit Investment Associates Inc. Boosts Position in First Trust Senior Floating Rate Income Fund II $FCT

Sit Investment Associates Inc. Boosts Position in First Trust Senior Floating Rate Income Fund II $FCT

Sit Investment Associates Inc. boosted its holdings in shares of First Trust Senior Floating Rate Income Fund II (NYSE:FCT – Free Report) by 340.6% in the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Texas Pacific Land Corporation $TPL Shares Purchased by NCM Capital Management LLC

Texas Pacific Land Corporation $TPL Shares Purchased by NCM Capital Management LLC

NCM Capital Management LLC boosted its stake in Texas Pacific Land Corporation (NYSE:TPL – Free Report) by 200.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 30,248 shares of the financial... More of this article »
Image for Sit Investment Associates Inc. Sells 68,243 Shares of Invesco Advantage Municipal Income Trust II $VKI

Sit Investment Associates Inc. Sells 68,243 Shares of Invesco Advantage Municipal Income Trust II $VKI

Sit Investment Associates Inc. cut its position in shares of Invesco Advantage Municipal Income Trust II (NYSEAMERICAN:VKI – Free Report) by 11.2% during the 4th quarter, Holdings Channel reports. The firm owned 540,071 shares... More of this article »
Image for 48,628 Shares in Vanguard Intermediate-Term Treasury ETF $VGIT Bought by Cogent Strategic Wealth LLC

48,628 Shares in Vanguard Intermediate-Term Treasury ETF $VGIT Bought by Cogent Strategic Wealth LLC

Cogent Strategic Wealth LLC bought a new position in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm bought 48,628 shares of the company’s... More of this article »
Image for Downshift Financial LLC Purchases Shares of 73,221 SPDR Portfolio Developed World ex-US ETF $SPDW

Downshift Financial LLC Purchases Shares of 73,221 SPDR Portfolio Developed World ex-US ETF $SPDW

Downshift Financial LLC acquired a new stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 73,221 shares of the company’s stock,... More of this article »
Image for River Road Asset Management LLC Grows Stake in Carnival Corporation $CCL

River Road Asset Management LLC Grows Stake in Carnival Corporation $CCL

River Road Asset Management LLC grew its stake in shares of Carnival Corporation (NYSE:CCL – Free Report) by 27.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Pacer Swan SOS Flex (October) ETF $PSFO Shares Purchased by Pacer Advisors Inc.

Pacer Swan SOS Flex (October) ETF $PSFO Shares Purchased by Pacer Advisors Inc.

Pacer Advisors Inc. boosted its position in Pacer Swan SOS Flex (October) ETF (BATS:PSFO – Free Report) by 149.7% in the 4th quarter, Holdings Channel reports. The fund owned 895,600 shares of the company’s stock after... More of this article »
Image for River Road Asset Management LLC Sells 17,183 Shares of Expand Energy Corporation $EXE

River Road Asset Management LLC Sells 17,183 Shares of Expand Energy Corporation $EXE

River Road Asset Management LLC cut its stake in Expand Energy Corporation (NASDAQ:EXE – Free Report) by 36.4% 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 DUTCH ASSET Corp Makes New $10.61 Million Investment in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF $XTWY

DUTCH ASSET Corp Makes New $10.61 Million Investment in BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF $XTWY

DUTCH ASSET Corp purchased a new stake in shares of BondBloxx Bloomberg Twenty Year Target Duration US Treasury ETF (NYSEARCA:XTWY – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Kovitz Investment Group Partners LLC Has $2.27 Million Stake in BioMarin Pharmaceutical Inc. $BMRN

Kovitz Investment Group Partners LLC Has $2.27 Million Stake in BioMarin Pharmaceutical Inc. $BMRN

Kovitz Investment Group Partners LLC trimmed its stake in BioMarin Pharmaceutical Inc. (NASDAQ:BMRN – Free Report) by 21.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 38,285 shares of the biotechnology... More of this article »
Image for Pacer Advisors Inc. Sells 38,800 Shares of Monster Beverage Corporation $MNST

Pacer Advisors Inc. Sells 38,800 Shares of Monster Beverage Corporation $MNST

Pacer Advisors Inc. cut its stake in Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 7.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 512,316 shares... More of this article »
Image for Pacer Swan SOS Conservative (January) ETF $PSCX Shares Sold by Pacer Advisors Inc.

Pacer Swan SOS Conservative (January) ETF $PSCX Shares Sold by Pacer Advisors Inc.

Pacer Advisors Inc. decreased its holdings in shares of Pacer Swan SOS Conservative (January) ETF (BATS:PSCX – Free Report) by 5.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Pacer Advisors Inc. Sells 140,238 Shares of Crocs, Inc. $CROX

Pacer Advisors Inc. Sells 140,238 Shares of Crocs, Inc. $CROX

Pacer Advisors Inc. lessened its position in shares of Crocs, Inc. (NASDAQ:CROX – Free Report) by 30.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Farmers National Bank Takes $698,000 Position in iShares Global Tech ETF $IXN

Farmers National Bank Takes $698,000 Position in iShares Global Tech ETF $IXN

Farmers National Bank purchased a new stake in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased... More of this article »
Image for Contrasting Patriot National Bancorp (NASDAQ:PNBK) & Princeton Bancorp (NASDAQ:BPRN)

Contrasting Patriot National Bancorp (NASDAQ:PNBK) & Princeton Bancorp (NASDAQ:BPRN)

Patriot National Bancorp (NASDAQ:PNBK – Get Free Report) and Princeton Bancorp (NASDAQ:BPRN – Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast the two businesses... More of this article »
Image for Forty three Eighteen Advisors LLC Buys New Position in Innovator Growth-100 Power Buffer ETF – April $NAPR

Forty three Eighteen Advisors LLC Buys New Position in Innovator Growth-100 Power Buffer ETF – April $NAPR

Forty three Eighteen Advisors LLC purchased a new position in shares of Innovator Growth-100 Power Buffer ETF – April (BATS:NAPR – Free Report) during the fourth quarter, according to its most recent filing with the Securities... More of this article »
Image for Cisco Systems, Inc. $CSCO Shares Sold by Kovitz Investment Group Partners LLC

Cisco Systems, Inc. $CSCO Shares Sold by Kovitz Investment Group Partners LLC

Kovitz Investment Group Partners LLC cut its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 94.8% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 33,727 shares... More of this article »
Image for Fund Advisors of America Inc FL Invests $692,000 in Southern Copper Corporation $SCCO

Fund Advisors of America Inc FL Invests $692,000 in Southern Copper Corporation $SCCO

Fund Advisors of America Inc FL acquired a new stake in shares of Southern Copper Corporation (NYSE:SCCO – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 4,822 shares of the basic materials... More of this article »
Image for Fearnley Asset Management AS Purchases New Position in Permian Resources Corporation $PR

Fearnley Asset Management AS Purchases New Position in Permian Resources Corporation $PR

Fearnley Asset Management AS acquired a new position in Permian Resources Corporation (NYSE:PR – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »