Home » Author Archive
PTC Inc. $PTC is Tensor Edge Capital LLC’s 7th Largest Position
Tensor Edge Capital LLC lifted its position in PTC Inc. (NASDAQ:PTC – Free Report) by 86.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 279,909 shares of the... More of this article »
AeroVironment, Inc. (NASDAQ:AVAV) Given Average Recommendation of “Moderate Buy” by Analysts
Shares of AeroVironment, Inc. (NASDAQ:AVAV – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the twenty-four ratings firms that are covering the stock, MarketBeat Ratings reports.... More of this article »
Moran Wealth Management LLC Trims Holdings in FedEx Corporation $FDX
Moran Wealth Management LLC reduced its stake in FedEx Corporation (NYSE:FDX – Free Report) by 14.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 75,254 shares of the... More of this article »
Moran Wealth Management LLC Has $24.75 Million Stake in Amphenol Corporation $APH
Moran Wealth Management LLC decreased its position in Amphenol Corporation (NYSE:APH – Free Report) by 4.3% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Trane Technologies plc $TT Stock Holdings Lessened by Moran Wealth Management LLC
Moran Wealth Management LLC reduced its position in shares of Trane Technologies plc (NYSE:TT – Free Report) by 3.2% in the first quarter, according to its most recent filing with the SEC. The fund owned 115,374 shares of the... More of this article »
Lodestar Private Asset Management LLC Raises Stake in iShares Core S&P Small-Cap ETF $IJR
Lodestar Private Asset Management LLC raised its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 5.6% during the first quarter, Holdings Channel reports. The fund owned 161,024 shares... More of this article »
Fideuram Intesa Sanpaolo Private Banking S.P.A. Trims Stock Holdings in Cigna Group $CI
Fideuram Intesa Sanpaolo Private Banking S.P.A. lowered its stake in Cigna Group (NYSE:CI – Free Report) by 21.6% during the first quarter, HoldingsChannel reports. The institutional investor owned 9,411 shares of the health... More of this article »
Leelyn Smith LLC Buys 98,133 Shares of JPMorgan Equity Premium Income ETF $JEPI
Leelyn Smith LLC raised its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 445.2% during the first quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
8,768 Shares in United Rentals, Inc. $URI Acquired by Osborne Partners Capital Management LLC
Osborne Partners Capital Management LLC purchased a new position in United Rentals, Inc. (NYSE:URI – Free Report) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Broadcom Inc. $AVGO is Capital Investment Counsel LLC’s 8th Largest Position
Capital Investment Counsel LLC cut its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 11.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
SUMCO (OTCMKTS:SUOPY) Shares Gap Up – Here’s What Happened
SUMCO (OTCMKTS:SUOPY – Get Free Report) shares gapped up before the market opened on Thursday . The stock had previously closed at $50.75, but opened at $57.50. SUMCO shares last traded at $57.50, with a volume of 592 shares... More of this article »
iShares MSCI USA ESG Select ETF $SUSA Stake Lessened by World Investment Advisors
World Investment Advisors lessened its stake in shares of iShares MSCI USA ESG Select ETF (NYSEARCA:SUSA – Free Report) by 6.0% during the first quarter, Holdings Channel.com reports. The fund owned 94,823 shares of the company’s... More of this article »
Pictet Asset Management Holding SA Increases Stock Position in The Trade Desk $TTD
Pictet Asset Management Holding SA lifted its position in shares of The Trade Desk (NASDAQ:TTD – Free Report) by 29.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Simplify Asset Management Inc. Reduces Stake in Regeneron Pharmaceuticals, Inc. $REGN
Simplify Asset Management Inc. lessened its stake in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 65.0% during the first quarter, HoldingsChannel reports. The firm owned 10,900 shares of the biopharmaceutical... More of this article »
World Investment Advisors Grows Holdings in iShares S&P Small-Cap 600 Value ETF $IJS
World Investment Advisors increased its holdings in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 14.0% in the first quarter, according to the company in its most recent filing with the Securities... More of this article »
World Investment Advisors Buys 51,086 Shares of Dimensional International Core Equity Market ETF $DFAI
World Investment Advisors lifted its position in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 7.1% during the first quarter, HoldingsChannel.com reports. The fund owned 766,554 shares of... More of this article »
QRG Capital Management Inc. Buys 17,731 Shares of Novartis AG $NVS
QRG Capital Management Inc. grew its stake in Novartis AG (NYSE:NVS – Free Report) by 13.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
QRG Capital Management Inc. Acquires 8,972 Shares of HSBC Holdings plc $HSBC
QRG Capital Management Inc. grew its holdings in HSBC Holdings plc (NYSE:HSBC – Free Report) by 4.0% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Moran Wealth Management LLC Has $10.99 Million Stock Position in Rio Tinto PLC $RIO
Moran Wealth Management LLC lifted its position in Rio Tinto PLC (NYSE:RIO – Free Report) by 8.2% in the first quarter, Holdings Channel.com reports. The institutional investor owned 117,834 shares of the mining company’s... More of this article »
Cintas Corporation $CTAS Shares Sold by New York State Teachers Retirement System
New York State Teachers Retirement System lowered its position in Cintas Corporation (NASDAQ:CTAS – Free Report) by 1.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Rep. Gilbert Ray Cisneros, Jr. Purchases Accenture PLC (NYSE:ACN) Stock
Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Accenture PLC (NYSE:ACN). In a filing disclosed on July 02nd, the Representative disclosed that they had bought between $1,001 and $15,000 in... More of this article »
David Stevens Hooker Sells 7,500 Shares of Northpointe Bancshares (NYSE:NPB) Stock
Northpointe Bancshares, Inc. (NYSE:NPB – Get Free Report) Director David Stevens Hooker sold 7,500 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average... More of this article »
Spotify Technology (NYSE:SPOT) Stock Sold Rep. Gilbert Ray Cisneros, Jr.
Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of Spotify Technology (NYSE:SPOT). In a filing disclosed on July 02nd, the Representative disclosed that they had sold between $1,001 and $15,000... More of this article »
Osborne Partners Capital Management LLC Trims Stake in Vulcan Materials Company $VMC
Osborne Partners Capital Management LLC lowered its position in Vulcan Materials Company (NYSE:VMC – Free Report) by 90.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Osborne Partners Capital Management LLC Has $8.85 Million Holdings in Automatic Data Processing, Inc. $ADP
Osborne Partners Capital Management LLC trimmed its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 14.9% during the first quarter, according to its most recent 13F filing with the SEC. The... More of this article »
QRG Capital Management Inc. Has $16.96 Million Holdings in eBay Inc. $EBAY
QRG Capital Management Inc. grew its position in eBay Inc. (NASDAQ:EBAY – Free Report) by 2.9% in the first quarter, according to its most recent filing with the SEC. The fund owned 186,344 shares of the e-commerce company’s... More of this article »
Rareview Capital LLC Purchases 158,298 Shares of BlackRock MuniHoldings California Quality Fund, Inc. $MUC
Rareview Capital LLC grew its position in BlackRock MuniHoldings California Quality Fund, Inc. (NYSE:MUC – Free Report) by 628.0% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 183,505 shares... More of this article »
Turn8 Private Wealth Inc. Boosts Stock Position in iShares Core 1-5 Year USD Bond ETF $ISTB
Turn8 Private Wealth Inc. raised its holdings in iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB – Free Report) by 35.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Turn8 Private Wealth Inc. Has $5.59 Million Stake in iShares China Large-Cap ETF $FXI
Turn8 Private Wealth Inc. lifted its stake in shares of iShares China Large-Cap ETF (NYSEARCA:FXI – Free Report) by 124.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Jacobs Solutions Inc. $J Shares Sold by Turn8 Private Wealth Inc.
Turn8 Private Wealth Inc. decreased its position in Jacobs Solutions Inc. (NYSE:J – Free Report) by 68.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Elevation Point Wealth Partners LLC Grows Holdings in iShares MSCI Emerging Markets ETF $EEM
Elevation Point Wealth Partners LLC increased its holdings in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 31.9% in the 1st quarter, HoldingsChannel.com reports. The fund owned 114,722 shares of the exchange... More of this article »
Platform Technology Partners Makes New Investment in iShares Global Tech ETF $IXN
Platform Technology Partners purchased a new stake in shares of iShares Global Tech ETF (NYSEARCA:IXN – Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Vanguard Russell 1000 ETF $VONE Shares Sold by Keybank National Association OH
Keybank National Association OH trimmed its stake in shares of Vanguard Russell 1000 ETF (NASDAQ:VONE – Free Report) by 8.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Strs Ohio Purchases 26,920 Shares of Eli Lilly and Company $LLY
Strs Ohio boosted its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 9.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Lesa Sroufe & Co Makes New Investment in PACCAR Inc. $PCAR
Lesa Sroufe & Co bought a new stake in PACCAR Inc. (NASDAQ:PCAR – Free Report) during the first quarter, according to the company in its most recent disclosure with the SEC. The firm bought 6,290 shares of the company’s... More of this article »
Skyward Specialty Insurance Group (NASDAQ:SKWD) Sets New 12-Month High – Here’s What Happened
Skyward Specialty Insurance Group, Inc. (NASDAQ:SKWD – Get Free Report)’s share price hit a new 52-week high on Thursday . The company traded as high as $61.24 and last traded at $60.81, with a volume of 107755 shares changing... More of this article »
Oxbow Advisors LLC Acquires 22,614 Shares of iShares 1-3 Year Treasury Bond ETF $SHY
Oxbow Advisors LLC lifted its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 51.7% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Simplify Asset Management Inc. Sells 12,112 Shares of Danaher Corporation $DHR
Simplify Asset Management Inc. trimmed its holdings in shares of Danaher Corporation (NYSE:DHR – Free Report) by 27.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Amgen Inc. $AMGN Shares Sold by Simplify Asset Management Inc.
Simplify Asset Management Inc. lowered its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 69.7% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Simplify Asset Management Inc. Sells 16,006 Shares of Celldex Therapeutics, Inc. $CLDX
Simplify Asset Management Inc. reduced its holdings in shares of Celldex Therapeutics, Inc. (NASDAQ:CLDX – Free Report) by 18.8% during the 1st quarter, Holdings Channel.com reports. The fund owned 68,994 shares of the biopharmaceutical... More of this article »
Louisiana State Employees Retirement System Invests $1.22 Million in United Natural Foods, Inc. $UNFI
Louisiana State Employees Retirement System acquired a new stake in shares of United Natural Foods, Inc. (NYSE:UNFI – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Louisiana State Employees Retirement System Makes New $1.22 Million Investment in Impinj, Inc. $PI
Louisiana State Employees Retirement System bought a new position in shares of Impinj, Inc. (NASDAQ:PI – Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Simon Property Group (NYSE:SPG) Director Acquires $19,860.35 in Stock
Simon Property Group, Inc. (NYSE:SPG – Get Free Report) Director Peggy Roe bought 89 shares of the company’s stock in a transaction on Tuesday, June 30th. The shares were acquired at an average price of $223.15 per share,... More of this article »
Michael Vorhaus Sells 2,160 Shares of Perion Network (NASDAQ:PERI) Stock
Perion Network Ltd (NASDAQ:PERI – Get Free Report) Director Michael Vorhaus sold 2,160 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $9.70,... More of this article »
46,500 Shares in Iridium Communications Inc $IRDM Purchased by Louisiana State Employees Retirement System
Louisiana State Employees Retirement System acquired a new position in shares of Iridium Communications Inc (NASDAQ:IRDM – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
SG Americas Securities LLC Sells 3,958 Shares of ITT Inc. $ITT
SG Americas Securities LLC lessened its holdings in ITT Inc. (NYSE:ITT – Free Report) by 38.1% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 6,432 shares of the conglomerate’s... More of this article »
Louisiana State Employees Retirement System Invests $1.31 Million in Cinemark Holdings Inc $CNK
Louisiana State Employees Retirement System acquired a new stake in Cinemark Holdings Inc (NYSE:CNK – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Lumentum Holdings Inc. (NASDAQ:LITE) Given Average Recommendation of “Moderate Buy” by Brokerages
Lumentum Holdings Inc. (NASDAQ:LITE – Get Free Report) has received an average recommendation of “Moderate Buy” from the twenty-one analysts that are covering the company, MarketBeat.com reports. Six research analysts... More of this article »
