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Image for Dockside LLC Takes Position in Shopify Inc. $SHOP

Dockside LLC Takes Position in Shopify Inc. $SHOP

Dockside LLC bought a new stake in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 14,993... More of this article »
Image for Evelyn Partners Investment Management LLP Raises Stake in Costco Wholesale Corporation $COST

Evelyn Partners Investment Management LLP Raises Stake in Costco Wholesale Corporation $COST

Evelyn Partners Investment Management LLP raised its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 5.7% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Reviewing Infleqtion (INFQ) & Its Competitors

Reviewing Infleqtion (INFQ) & Its Competitors

Infleqtion (NYSE:INFQ – Get Free Report) is one of 326 publicly-traded companies in the “Investment Offices” industry, but how does it weigh in compared to its peers? We will compare Infleqtion to related companies... More of this article »
Image for Generations Wealth LLC Takes Position in Vanguard Short-Term Bond ETF $BSV

Generations Wealth LLC Takes Position in Vanguard Short-Term Bond ETF $BSV

Generations Wealth LLC acquired a new stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for NFJ Investment Group LLC Boosts Stock Position in Salesforce Inc. $CRM

NFJ Investment Group LLC Boosts Stock Position in Salesforce Inc. $CRM

NFJ Investment Group LLC grew its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 29.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for K2 Principal Fund L.P. Takes Position in Cartesian Growth Corp III $CGCT

K2 Principal Fund L.P. Takes Position in Cartesian Growth Corp III $CGCT

K2 Principal Fund L.P. bought a new stake in shares of Cartesian Growth Corp III (NASDAQ:CGCT – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought... More of this article »
Image for Dockside LLC Invests $1.92 Million in Union Pacific Corporation $UNP

Dockside LLC Invests $1.92 Million in Union Pacific Corporation $UNP

Dockside LLC acquired a new position in Union Pacific Corporation (NYSE:UNP – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 8,312... More of this article »
Image for Qualcomm (NASDAQ:QCOM) Stock Price Up 4.3%  – Here’s What Happened

Qualcomm (NASDAQ:QCOM) Stock Price Up 4.3% – Here’s What Happened

Shares of Qualcomm Incorporated (NASDAQ:QCOM – Get Free Report) rose 4.3% on Friday . The company traded as high as $215.01 and last traded at $211.72. Approximately 14,106,358 shares changed hands during trading, a decline of... More of this article »
Image for Brown Advisory Inc. Lowers Stake in Datadog, Inc. $DDOG

Brown Advisory Inc. Lowers Stake in Datadog, Inc. $DDOG

Brown Advisory Inc. reduced its holdings in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 27.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 3,460,038 shares of the company’s... More of this article »
Image for NFJ Investment Group LLC Sells 25,843 Shares of Invitation Home $INVH

NFJ Investment Group LLC Sells 25,843 Shares of Invitation Home $INVH

NFJ Investment Group LLC lessened its position in shares of Invitation Home (NYSE:INVH – Free Report) by 5.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Brokerages Set Equitable Holdings, Inc. (NYSE:EQH) Price Target at $58.18

Brokerages Set Equitable Holdings, Inc. (NYSE:EQH) Price Target at $58.18

Equitable Holdings, Inc. (NYSE:EQH – Get Free Report) has received an average rating of “Moderate Buy” from the thirteen research firms that are covering the firm, MarketBeat.com reports. Two equities research analysts... More of this article »
Image for 7,014 Shares in Axon Enterprise, Inc $AXON Bought by Niles Investment Management LLC

7,014 Shares in Axon Enterprise, Inc $AXON Bought by Niles Investment Management LLC

Niles Investment Management LLC bought a new position in Axon Enterprise, Inc (NASDAQ:AXON – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought... More of this article »
Image for Entropy Technologies LP Acquires 119,453 Shares of Bristol Myers Squibb Company $BMY

Entropy Technologies LP Acquires 119,453 Shares of Bristol Myers Squibb Company $BMY

Entropy Technologies LP boosted its holdings in Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 83.1% in the 4th quarter, HoldingsChannel reports. The firm owned 263,144 shares of the biopharmaceutical company’s... More of this article »
Image for KKR & Co. Inc. $KKR Shares Purchased by World Investment Advisors

KKR & Co. Inc. $KKR Shares Purchased by World Investment Advisors

World Investment Advisors increased its holdings in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) by 26.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Johnson & Johnson $JNJ Shares Purchased by Healthcare of Ontario Pension Plan Trust Fund

Johnson & Johnson $JNJ Shares Purchased by Healthcare of Ontario Pension Plan Trust Fund

Healthcare of Ontario Pension Plan Trust Fund increased its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 21.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 946,755 shares... More of this article »
Image for The TJX Companies, Inc. $TJX Shares Acquired by Focus Partners Wealth

The TJX Companies, Inc. $TJX Shares Acquired by Focus Partners Wealth

Focus Partners Wealth grew its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 28.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Focus Partners Wealth Buys 301,023 Shares of Oracle Corporation $ORCL

Focus Partners Wealth Buys 301,023 Shares of Oracle Corporation $ORCL

Focus Partners Wealth lifted its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 78.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 686,502 shares of the... More of this article »
Image for Pfizer Inc. $PFE Stock Holdings Raised by Huber Capital Management LLC

Pfizer Inc. $PFE Stock Holdings Raised by Huber Capital Management LLC

Huber Capital Management LLC boosted its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 17.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 955,518 shares of the biopharmaceutical company’s... More of this article »
Image for Accenture PLC $ACN Holdings Increased by Healthcare of Ontario Pension Plan Trust Fund

Accenture PLC $ACN Holdings Increased by Healthcare of Ontario Pension Plan Trust Fund

Healthcare of Ontario Pension Plan Trust Fund grew its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 328.0% during the fourth quarter, Holdings Channel reports. The institutional investor owned 533,515 shares... More of this article »
Image for LRT Capital Management LLC Reduces Stock Holdings in Lockheed Martin Corporation $LMT

LRT Capital Management LLC Reduces Stock Holdings in Lockheed Martin Corporation $LMT

LRT Capital Management LLC decreased its holdings in Lockheed Martin Corporation (NYSE:LMT – Free Report) by 36.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Niles Investment Management LLC Invests $7.49 Million in The Boeing Company $BA

Niles Investment Management LLC Invests $7.49 Million in The Boeing Company $BA

Niles Investment Management LLC bought a new position in The Boeing Company (NYSE:BA – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Eventide Asset Management LLC Sells 181,780 Shares of Xometry, Inc. $XMTR

Eventide Asset Management LLC Sells 181,780 Shares of Xometry, Inc. $XMTR

Eventide Asset Management LLC lessened its holdings in shares of Xometry, Inc. (NASDAQ:XMTR – Free Report) by 5.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Talen Energy Corporation $TLN Shares Purchased by Eventide Asset Management LLC

Talen Energy Corporation $TLN Shares Purchased by Eventide Asset Management LLC

Eventide Asset Management LLC boosted its position in Talen Energy Corporation (NASDAQ:TLN – Free Report) by 11.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for 6,626 Shares in The Home Depot, Inc. $HD Bought by Dockside LLC

6,626 Shares in The Home Depot, Inc. $HD Bought by Dockside LLC

Dockside LLC bought a new position in The Home Depot, Inc. (NYSE:HD – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 6,626... More of this article »
Image for iShares Silver Trust $SLV Shares Sold by Bard Associates Inc.

iShares Silver Trust $SLV Shares Sold by Bard Associates Inc.

Bard Associates Inc. lowered its stake in iShares Silver Trust (NYSEARCA:SLV – Free Report) by 51.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for NFJ Investment Group LLC Invests $50.82 Million in Royal Gold, Inc. $RGLD

NFJ Investment Group LLC Invests $50.82 Million in Royal Gold, Inc. $RGLD

NFJ Investment Group LLC purchased a new stake in Royal Gold, Inc. (NASDAQ:RGLD – Free Report) (TSE:RGL) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for LRT Capital Management LLC Has $761,000 Holdings in ExxonMobil Corporation $XOM

LRT Capital Management LLC Has $761,000 Holdings in ExxonMobil Corporation $XOM

LRT Capital Management LLC trimmed its position in ExxonMobil Corporation (NYSE:XOM – Free Report) by 82.4% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 6,323 shares... More of this article »
Image for Focus Partners Wealth Buys 343,216 Shares of Qualcomm Incorporated $QCOM

Focus Partners Wealth Buys 343,216 Shares of Qualcomm Incorporated $QCOM

Focus Partners Wealth lifted its stake in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 37.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Focus Partners Wealth Sells 18,648 Shares of Vanguard Dividend Appreciation ETF $VIG

Focus Partners Wealth Sells 18,648 Shares of Vanguard Dividend Appreciation ETF $VIG

Focus Partners Wealth cut its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Vanguard FTSE Emerging Markets ETF $VWO Stock Holdings Raised by Focus Partners Wealth

Vanguard FTSE Emerging Markets ETF $VWO Stock Holdings Raised by Focus Partners Wealth

Focus Partners Wealth raised its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 3,512,625 shares of the exchange... More of this article »
Image for Nicholas Investment Partners LP Cuts Stake in Core Scientific, Inc. $CORZ

Nicholas Investment Partners LP Cuts Stake in Core Scientific, Inc. $CORZ

Nicholas Investment Partners LP reduced its stake in shares of Core Scientific, Inc. (NASDAQ:CORZ – Free Report) by 42.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Nicholas Investment Partners LP Acquires 7,030 Shares of Ralph Lauren Corporation $RL

Nicholas Investment Partners LP Acquires 7,030 Shares of Ralph Lauren Corporation $RL

Nicholas Investment Partners LP raised its holdings in Ralph Lauren Corporation (NYSE:RL – Free Report) by 238.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Kensington Asset Management LLC Acquires 72,990 Shares of Capital Group Ultra Short Income ETF $CGUI

Kensington Asset Management LLC Acquires 72,990 Shares of Capital Group Ultra Short Income ETF $CGUI

Kensington Asset Management LLC raised its holdings in shares of Capital Group Ultra Short Income ETF (NYSEARCA:CGUI – Free Report) by 65.2% in the 4th quarter, Holdings Channel reports. The firm owned 184,915 shares of the... More of this article »
Image for Kennedy Capital Management LLC Has $34.08 Million Stock Holdings in Bank OZK $OZK

Kennedy Capital Management LLC Has $34.08 Million Stock Holdings in Bank OZK $OZK

Kennedy Capital Management LLC increased its stake in Bank OZK (NASDAQ:OZK – Free Report) by 6.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 740,531 shares of the company’s stock... More of this article »
Image for Global Endowment Management LP Buys 14,420 Shares of Vanguard Total World Stock ETF $VT

Global Endowment Management LP Buys 14,420 Shares of Vanguard Total World Stock ETF $VT

Global Endowment Management LP boosted its stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 4.6% during the 4th quarter, Holdings Channel reports. The institutional investor owned 329,171 shares... More of this article »
Image for Hercules Capital, Inc. $HTGC Shares Sold by FJ Capital Management LLC

Hercules Capital, Inc. $HTGC Shares Sold by FJ Capital Management LLC

FJ Capital Management LLC lessened its position in Hercules Capital, Inc. (NYSE:HTGC – Free Report) by 16.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for K2 Principal Fund L.P. Invests $1.23 Million in Algonquin Power & Utilities Corp. $AQN

K2 Principal Fund L.P. Invests $1.23 Million in Algonquin Power & Utilities Corp. $AQN

K2 Principal Fund L.P. acquired a new position in Algonquin Power & Utilities Corp. (NYSE:AQN – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 200,000 shares of the... More of this article »
Image for KCM Investment Advisors LLC Boosts Holdings in VanEck Semiconductor ETF $SMH

KCM Investment Advisors LLC Boosts Holdings in VanEck Semiconductor ETF $SMH

KCM Investment Advisors LLC raised its position in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 26.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Renewable Energy Stocks To Add to Your Watchlist – June 13th

Renewable Energy Stocks To Add to Your Watchlist – June 13th

Quanta Services, WEC Energy Group, Clearway Energy, NOV, HA Sustainable Infrastructure Capital, Gibraltar Industries, and Ameresco are the seven Renewable Energy stocks to watch today, according to MarketBeat’s stock screener... More of this article »
Image for FJ Capital Management LLC Has $7.33 Million Stock Holdings in Stifel Financial Corporation $SF

FJ Capital Management LLC Has $7.33 Million Stock Holdings in Stifel Financial Corporation $SF

FJ Capital Management LLC grew its holdings in Stifel Financial Corporation (NYSE:SF – Free Report) by 125.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Vanadiumcorp Resource (CVE:VRB) Reaches New 52-Week Low  – Should You Sell?

Vanadiumcorp Resource (CVE:VRB) Reaches New 52-Week Low – Should You Sell?

Shares of Vanadiumcorp Resource Inc (CVE:VRB – Get Free Report) hit a new 52-week low during mid-day trading on Friday . The company traded as low as C$0.09 and last traded at C$0.09, with a volume of 6000 shares. The stock had... More of this article »
Image for Austal (OTCMKTS:AUTLF) Shares Gap Up   – What’s Next?

Austal (OTCMKTS:AUTLF) Shares Gap Up – What’s Next?

Austal Limited (OTCMKTS:AUTLF – Get Free Report) shares gapped up before the market opened on Friday . The stock had previously closed at $2.77, but opened at $2.96. Austal shares last traded at $2.96, with a volume of 200 shares... More of this article »
Image for Frazier Life Sciences Management L.P. Has $120.43 Million Stock Holdings in Krystal Biotech, Inc. $KRYS

Frazier Life Sciences Management L.P. Has $120.43 Million Stock Holdings in Krystal Biotech, Inc. $KRYS

Frazier Life Sciences Management L.P. reduced its holdings in Krystal Biotech, Inc. (NASDAQ:KRYS – Free Report) by 29.1% in the 4th quarter, Holdings Channel reports. The fund owned 488,460 shares of the company’s stock... More of this article »
Image for Fort Point Capital Partners LLC Has $2.15 Million Position in Venu Holding Corporation $VENU

Fort Point Capital Partners LLC Has $2.15 Million Position in Venu Holding Corporation $VENU

Fort Point Capital Partners LLC boosted its position in shares of Venu Holding Corporation (NYSEAMERICAN:VENU – Free Report) by 248.1% in the fourth quarter, Holdings Channel reports. The firm owned 245,103 shares of the company’s... More of this article »
Image for Cornerstone Financial Management LLC Acquires Shares of 21,046 iShares MSCI EAFE Growth ETF $EFG

Cornerstone Financial Management LLC Acquires Shares of 21,046 iShares MSCI EAFE Growth ETF $EFG

Cornerstone Financial Management LLC acquired a new stake in iShares MSCI EAFE Growth ETF (BATS:EFG – 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 Cornerstone Financial Management LLC Makes New Investment in Vanguard S&P Mid-Cap 400 Value ETF $IVOV

Cornerstone Financial Management LLC Makes New Investment in Vanguard S&P Mid-Cap 400 Value ETF $IVOV

Cornerstone Financial Management LLC bought a new position in Vanguard S&P Mid-Cap 400 Value ETF (NYSEARCA:IVOV – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Droms Strauss Advisors Inc. MO ADV Sells 705 Shares of Invesco QQQ $QQQ

Droms Strauss Advisors Inc. MO ADV Sells 705 Shares of Invesco QQQ $QQQ

Droms Strauss Advisors Inc. MO ADV lowered its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 31,252 shares of... More of this article »
Image for General Motors Company $GM Stake Lowered by Dymon Asia Capital Singapore PTE. LTD.

General Motors Company $GM Stake Lowered by Dymon Asia Capital Singapore PTE. LTD.

Dymon Asia Capital Singapore PTE. LTD. cut its holdings in General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) by 39.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for 85,632 Shares in Vanguard Short-Term Treasury ETF $VGSH Bought by Cornerstone Financial Management LLC

85,632 Shares in Vanguard Short-Term Treasury ETF $VGSH Bought by Cornerstone Financial Management LLC

Cornerstone Financial Management LLC purchased a new position in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Harber Asset Management LLC Sells 14,127 Shares of Entegris, Inc. $ENTG

Harber Asset Management LLC Sells 14,127 Shares of Entegris, Inc. $ENTG

Harber Asset Management LLC trimmed its position in Entegris, Inc. (NASDAQ:ENTG – Free Report) by 23.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »