Home » Author Archive

Image for Jessup Wealth Management Inc Has $7.91 Million Stock Position in Alibaba Group Holding Limited $BABA

Jessup Wealth Management Inc Has $7.91 Million Stock Position in Alibaba Group Holding Limited $BABA

Jessup Wealth Management Inc lowered its holdings in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 16.0% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 63,067... More of this article »
Image for Orbimed Advisors LLC Has $51.86 Million Holdings in Abivax SA Sponsored ADR $ABVX

Orbimed Advisors LLC Has $51.86 Million Holdings in Abivax SA Sponsored ADR $ABVX

Orbimed Advisors LLC grew its stake in Abivax SA Sponsored ADR (NASDAQ:ABVX – Free Report) by 26.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for 5,000 Shares in Axon Enterprise, Inc $AXON Purchased by Sona Asset Management US LLC

5,000 Shares in Axon Enterprise, Inc $AXON Purchased by Sona Asset Management US LLC

Sona Asset Management US LLC acquired a new position in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Sona Asset Management US LLC Invests $8.89 Million in Qiagen N.V. $QGEN

Sona Asset Management US LLC Invests $8.89 Million in Qiagen N.V. $QGEN

Sona Asset Management US LLC purchased a new position in shares of Qiagen N.V. (NYSE:QGEN – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Orbimed Advisors LLC Has $59.97 Million Stock Holdings in Stryker Corporation $SYK

Orbimed Advisors LLC Has $59.97 Million Stock Holdings in Stryker Corporation $SYK

Orbimed Advisors LLC trimmed its position in shares of Stryker Corporation (NYSE:SYK – Free Report) by 43.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Applied Materials, Inc. $AMAT Shares Sold by Waverly Advisors LLC

Applied Materials, Inc. $AMAT Shares Sold by Waverly Advisors LLC

Waverly Advisors LLC cut its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 15.2% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Renaissance Technologies LLC Purchases 143,000 Shares of Mirum Pharmaceuticals, Inc. $MIRM

Renaissance Technologies LLC Purchases 143,000 Shares of Mirum Pharmaceuticals, Inc. $MIRM

Renaissance Technologies LLC lifted its position in shares of Mirum Pharmaceuticals, Inc. (NASDAQ:MIRM – Free Report) by 32.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Troluce Capital Advisors LLC Has $13.93 Million Stake in GH Research PLC $GHRS

Troluce Capital Advisors LLC Has $13.93 Million Stake in GH Research PLC $GHRS

Troluce Capital Advisors LLC grew its stake in GH Research PLC (NASDAQ:GHRS – Free Report) by 165.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Hilltop Holdings Inc. Makes New $642,000 Investment in Nextpower Inc. $NXT

Hilltop Holdings Inc. Makes New $642,000 Investment in Nextpower Inc. $NXT

Hilltop Holdings Inc. purchased a new stake in shares of Nextpower Inc. (NASDAQ:NXT – Free Report) during the first quarter, Holdings Channel.com reports. The firm purchased 5,329 shares of the company’s stock, valued... More of this article »
Image for Lazard Asset Management LLC Reduces Holdings in Agnico Eagle Mines Limited $AEM

Lazard Asset Management LLC Reduces Holdings in Agnico Eagle Mines Limited $AEM

Lazard Asset Management LLC reduced its stake in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 10.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Accenture PLC $ACN Stock Position Boosted by Lazard Asset Management LLC

Accenture PLC $ACN Stock Position Boosted by Lazard Asset Management LLC

Lazard Asset Management LLC raised its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 26.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for H&R Block, Inc. $HRB Shares Bought by Lazard Asset Management LLC

H&R Block, Inc. $HRB Shares Bought by Lazard Asset Management LLC

Lazard Asset Management LLC raised its holdings in H&R Block, Inc. (NYSE:HRB – Free Report) by 50.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Weiss Asset Management LP Takes $1.98 Million Position in Columbia Banking System, Inc. $COLB

Weiss Asset Management LP Takes $1.98 Million Position in Columbia Banking System, Inc. $COLB

Weiss Asset Management LP purchased a new stake in shares of Columbia Banking System, Inc. (NASDAQ:COLB – Free Report) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Wealth Watch Advisors INC Grows Stake in iShares Gold Trust $IAU

Wealth Watch Advisors INC Grows Stake in iShares Gold Trust $IAU

Wealth Watch Advisors INC grew its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 24.6% in the first quarter, Holdings Channel reports. The fund owned 51,921 shares of the exchange traded fund’s... More of this article »
Image for Weiss Asset Management LP Buys Shares of 34,965 UL Solutions Inc. $ULS

Weiss Asset Management LP Buys Shares of 34,965 UL Solutions Inc. $ULS

Weiss Asset Management LP bought a new stake in UL Solutions Inc. (NYSE:ULS – Free Report) 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 »
Image for Weiss Asset Management LP Trims Stock Holdings in Molina Healthcare, Inc $MOH

Weiss Asset Management LP Trims Stock Holdings in Molina Healthcare, Inc $MOH

Weiss Asset Management LP lowered its holdings in Molina Healthcare, Inc (NYSE:MOH – Free Report) by 80.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Avantor, Inc. $AVTR Shares Sold by Weiss Asset Management LP

Avantor, Inc. $AVTR Shares Sold by Weiss Asset Management LP

Weiss Asset Management LP lessened its stake in Avantor, Inc. (NYSE:AVTR – Free Report) by 30.1% in the first quarter, HoldingsChannel.com reports. The firm owned 527,903 shares of the company’s stock after selling 227,493... More of this article »
Image for Weiss Asset Management LP Takes $1.48 Million Position in Edison International $EIX

Weiss Asset Management LP Takes $1.48 Million Position in Edison International $EIX

Weiss Asset Management LP acquired a new stake in Edison International (NYSE:EIX – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 20,153 shares of the... More of this article »
Image for Weiss Asset Management LP Has $2.37 Million Stock Position in PayPal Holdings, Inc. $PYPL

Weiss Asset Management LP Has $2.37 Million Stock Position in PayPal Holdings, Inc. $PYPL

Weiss Asset Management LP increased its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 80.7% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Image for Weiss Asset Management LP Makes New Investment in Essex Property Trust, Inc. $ESS

Weiss Asset Management LP Makes New Investment in Essex Property Trust, Inc. $ESS

Weiss Asset Management LP purchased a new position in shares of Essex Property Trust, Inc. (NYSE:ESS – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for 81,870 Shares in Radian Group Inc. $RDN Acquired by Weiss Asset Management LP

81,870 Shares in Radian Group Inc. $RDN Acquired by Weiss Asset Management LP

Weiss Asset Management LP bought a new stake in shares of Radian Group Inc. (NYSE:RDN – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor bought 81,870 shares of the insurance provider’s... More of this article »
Image for New Mountain Finance (NMFC) Projected to Release Quarterly Earnings on Monday

New Mountain Finance (NMFC) Projected to Release Quarterly Earnings on Monday

New Mountain Finance (NASDAQ:NMFC – Get Free Report) will likely be posting its Q2 2026 results after the market closes on Monday, August 3rd. Analysts expect the company to announce earnings of $0.26 per share and revenue of... More of this article »
Image for James River Group (JRVR) Expected to Release Earnings on Monday

James River Group (JRVR) Expected to Release Earnings on Monday

James River Group (NASDAQ:JRVR – Get Free Report) will likely be releasing its Q2 2026 results after the market closes on Monday, August 3rd. Analysts expect the company to post earnings of $0.2429 per share and revenue of $135.50... More of this article »
Image for Medifast (MED) to Release Quarterly Earnings on Monday

Medifast (MED) to Release Quarterly Earnings on Monday

Medifast (NYSE:MED – Get Free Report) is projected to post its Q2 2026 results after the market closes on Monday, August 3rd. Analysts expect the company to post earnings of ($0.67) per share and revenue of $72.70 million for... More of this article »
Image for JELD-WEN (JELD) Projected to Announce Quarterly Earnings on Monday

JELD-WEN (JELD) Projected to Announce Quarterly Earnings on Monday

JELD-WEN (NYSE:JELD – Get Free Report) is anticipated to release its Q2 2026 results before the market opens on Monday, August 3rd. Analysts expect the company to announce earnings of ($0.1358) per share and revenue of $792.6440... More of this article »
Image for Sona Asset Management US LLC Purchases New Stake in Aeva Technologies, Inc. $AEVA

Sona Asset Management US LLC Purchases New Stake in Aeva Technologies, Inc. $AEVA

Sona Asset Management US LLC bought a new stake in shares of Aeva Technologies, Inc. (NASDAQ:AEVA – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 75,000... More of this article »
Image for Sona Asset Management US LLC Acquires New Stake in Centurion Acquisition Corp. $ALF

Sona Asset Management US LLC Acquires New Stake in Centurion Acquisition Corp. $ALF

Sona Asset Management US LLC bought a new position in shares of Centurion Acquisition Corp. (NASDAQ:ALF – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Gateway Wealth Partners LLC Purchases 30,041 Shares of iShares MSCI USA Momentum Factor ETF $MTUM

Gateway Wealth Partners LLC Purchases 30,041 Shares of iShares MSCI USA Momentum Factor ETF $MTUM

Gateway Wealth Partners LLC increased its position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 228.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Gateway Wealth Partners LLC Purchases 104,954 Shares of PGIM Ultra Short Bond ETF $PULS

Gateway Wealth Partners LLC Purchases 104,954 Shares of PGIM Ultra Short Bond ETF $PULS

Gateway Wealth Partners LLC grew its position in PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 187.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 161,066... More of this article »
Image for First Trust TCW Unconstrained Plus Bond ETF $UCON Shares Acquired by Gateway Wealth Partners LLC

First Trust TCW Unconstrained Plus Bond ETF $UCON Shares Acquired by Gateway Wealth Partners LLC

Gateway Wealth Partners LLC increased its position in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 121.8% during the 1st quarter, according to its most recent filing with the Securities... More of this article »
Image for Mendon Capital Advisors Corp Makes New Investment in Independent Bank Corp. $INDB

Mendon Capital Advisors Corp Makes New Investment in Independent Bank Corp. $INDB

Mendon Capital Advisors Corp bought a new position in shares of Independent Bank Corp. (NASDAQ:INDB – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Vanguard Total International Bond ETF $BNDX Shares Bought by Gateway Wealth Partners LLC

Vanguard Total International Bond ETF $BNDX Shares Bought by Gateway Wealth Partners LLC

Gateway Wealth Partners LLC raised its holdings in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 497.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Gateway Wealth Partners LLC Has $30.30 Million Stake in Avantis U.S. Equity ETF $AVUS

Gateway Wealth Partners LLC Has $30.30 Million Stake in Avantis U.S. Equity ETF $AVUS

Gateway Wealth Partners LLC raised its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 131.1% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Image for Troluce Capital Advisors LLC Buys Shares of 652,800 Stoke Therapeutics, Inc. $STOK

Troluce Capital Advisors LLC Buys Shares of 652,800 Stoke Therapeutics, Inc. $STOK

Troluce Capital Advisors LLC purchased a new position in shares of Stoke Therapeutics, Inc. (NASDAQ:STOK – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Suncor Energy  Inc. $SU Position Decreased by Lazard Asset Management LLC

Suncor Energy Inc. $SU Position Decreased by Lazard Asset Management LLC

Lazard Asset Management LLC lowered its holdings in Suncor Energy Inc. (NYSE:SU – Free Report) (TSE:SU) by 1.5% during the 1st quarter, HoldingsChannel.com reports. The firm owned 2,895,460 shares of the oil and gas producer’s... More of this article »
Image for Lazard Asset Management LLC Has $299.02 Million Stock Holdings in Intuitive Surgical, Inc. $ISRG

Lazard Asset Management LLC Has $299.02 Million Stock Holdings in Intuitive Surgical, Inc. $ISRG

Lazard Asset Management LLC grew its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 18.3% in the 1st quarter, Holdings Channel reports. The institutional investor owned 648,649 shares of the medical equipment... More of this article »
Image for Rice Hall James & Associates LLC Purchases 8,783 Shares of Spectrum Brands Holdings Inc. $SPB

Rice Hall James & Associates LLC Purchases 8,783 Shares of Spectrum Brands Holdings Inc. $SPB

Rice Hall James & Associates LLC increased its position in shares of Spectrum Brands Holdings Inc. (NYSE:SPB – Free Report) by 37.7% in the first quarter, HoldingsChannel reports. The firm owned 32,050 shares of the company’s... More of this article »
Image for Rice Hall James & Associates LLC Takes $554,000 Position in Corteva, Inc. $CTVA

Rice Hall James & Associates LLC Takes $554,000 Position in Corteva, Inc. $CTVA

Rice Hall James & Associates LLC acquired a new position in shares of Corteva, Inc. (NYSE:CTVA – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for TotalEnergies SE Sponsored ADR $TTE Shares Bought by Lazard Asset Management LLC

TotalEnergies SE Sponsored ADR $TTE Shares Bought by Lazard Asset Management LLC

Lazard Asset Management LLC lifted its position in shares of TotalEnergies SE Sponsored ADR (NYSE:TTE – Free Report) by 30.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Truist Financial Corporation $TFC Shares Bought by OMERS ADMINISTRATION Corp

Truist Financial Corporation $TFC Shares Bought by OMERS ADMINISTRATION Corp

OMERS ADMINISTRATION Corp grew its holdings in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 22.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Lazard Asset Management LLC Has $271.49 Million Stake in Rockwell Automation, Inc. $ROK

Lazard Asset Management LLC Has $271.49 Million Stake in Rockwell Automation, Inc. $ROK

Lazard Asset Management LLC reduced its stake in shares of Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 0.5% in the 1st quarter, Holdings Channel reports. The firm owned 756,499 shares of the industrial products company’s... More of this article »
Image for Van Diest Capital LLC Purchases Shares of 6,562 Intel Corporation $INTC

Van Diest Capital LLC Purchases Shares of 6,562 Intel Corporation $INTC

Van Diest Capital LLC acquired a new position in shares of Intel Corporation (NASDAQ:INTC – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Lombard Odier Asset Management Switzerland SA Increases Holdings in Williams Companies, Inc. (The) $WMB

Lombard Odier Asset Management Switzerland SA Increases Holdings in Williams Companies, Inc. (The) $WMB

Lombard Odier Asset Management Switzerland SA boosted its holdings in shares of Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 28.3% during the 1st quarter, according to the company in its most recent 13F filing... More of this article »
Image for London Co. of Virginia Increases Holdings in Icon Plc $ICLR

London Co. of Virginia Increases Holdings in Icon Plc $ICLR

London Co. of Virginia boosted its stake in Icon Plc (NASDAQ:ICLR – Free Report) by 93.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Amcor PLC (NYSE:AMCR) Receives $48.40 Average Price Target from Analysts

Amcor PLC (NYSE:AMCR) Receives $48.40 Average Price Target from Analysts

Shares of Amcor PLC (NYSE:AMCR – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the fourteen ratings firms that are covering the stock, Marketbeat reports. Six equities research analysts... More of this article »
Image for Orbimed Advisors LLC Makes New Investment in Nektar Therapeutics $NKTR

Orbimed Advisors LLC Makes New Investment in Nektar Therapeutics $NKTR

Orbimed Advisors LLC purchased a new position in shares of Nektar Therapeutics (NASDAQ:NKTR – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Orbimed Advisors LLC Has $34.93 Million Holdings in uniQure N.V. $QURE

Orbimed Advisors LLC Has $34.93 Million Holdings in uniQure N.V. $QURE

Orbimed Advisors LLC grew its holdings in uniQure N.V. (NASDAQ:QURE – Free Report) by 189.7% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,136,149 shares... More of this article »
Image for Sculptor Capital LP Acquires 90,000 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sculptor Capital LP Acquires 90,000 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Sculptor Capital LP raised its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 38.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Cybersecurity Stocks To Watch Now – July 26th

Cybersecurity Stocks To Watch Now – July 26th

Palo Alto Networks, CrowdStrike, Fortinet, SentinelOne, and BlackBerry are the five Cybersecurity stocks to watch today, according to MarketBeat’s stock screener tool. Cybersecurity stocks are shares of publicly traded companies... More of this article »
Image for Gateway Wealth Partners LLC Has $11.73 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Gateway Wealth Partners LLC Has $11.73 Million Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Gateway Wealth Partners LLC boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 165.1% during the first quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »