Home » Author Archive

Image for Wells Fargo & Company $WFC Shares Sold by Sustainable Insight Capital Management LLC

Wells Fargo & Company $WFC Shares Sold by Sustainable Insight Capital Management LLC

Sustainable Insight Capital Management LLC decreased its holdings in Wells Fargo & Company (NYSE:WFC) by 21.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Peterson Wealth Services Cuts Stock Holdings in S&P Global Inc. $SPGI

Peterson Wealth Services Cuts Stock Holdings in S&P Global Inc. $SPGI

Peterson Wealth Services decreased its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 65.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Adobe Inc. $ADBE Shares Purchased by Xponance LLC

Adobe Inc. $ADBE Shares Purchased by Xponance LLC

Xponance LLC increased its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 5.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 114,083... More of this article »
Image for Xponance LLC Purchases 24,976 Shares of Alphabet Inc. $GOOG

Xponance LLC Purchases 24,976 Shares of Alphabet Inc. $GOOG

Xponance LLC raised its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,073,830 shares of the information services provider’s stock after... More of this article »
Image for GraniteShares 2x Long RIVN Daily ETF (NASDAQ:RVNL) Short Interest Down 59.1% in May

GraniteShares 2x Long RIVN Daily ETF (NASDAQ:RVNL) Short Interest Down 59.1% in May

GraniteShares 2x Long RIVN Daily ETF (NASDAQ:RVNL – Get Free Report) was the target of a large decline in short interest in the month of May. As of May 29th, there was short interest totaling 2,205 shares, a decline of 59.1%... More of this article »
Image for Hypercharge Networks Corp. (OTCMKTS:HCNWF) Short Interest Update

Hypercharge Networks Corp. (OTCMKTS:HCNWF) Short Interest Update

Hypercharge Networks Corp. (OTCMKTS:HCNWF – Get Free Report) was the recipient of a significant drop in short interest in May. As of May 29th, there was short interest totaling 5,780 shares, a drop of 59.4% from the May 14th... More of this article »
Image for Thermo Fisher Scientific Inc. $TMO Holdings Trimmed by ICICI Prudential Asset Management Co Ltd

Thermo Fisher Scientific Inc. $TMO Holdings Trimmed by ICICI Prudential Asset Management Co Ltd

ICICI Prudential Asset Management Co Ltd lowered its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 38.9% in the 4th quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for Thermo Fisher Scientific Inc. $TMO Shares Purchased by Nuveen LLC

Thermo Fisher Scientific Inc. $TMO Shares Purchased by Nuveen LLC

Nuveen LLC boosted its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 65.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,147,296 shares of the... More of this article »
Image for Weitz Investment Management Inc. Sells 366,500 Shares of Comcast Corporation $CMCSA

Weitz Investment Management Inc. Sells 366,500 Shares of Comcast Corporation $CMCSA

Weitz Investment Management Inc. reduced its position in Comcast Corporation (NASDAQ:CMCSA – Free Report) by 81.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for UniSuper Management Pty Ltd Acquires 7,820 Shares of Wells Fargo & Company $WFC

UniSuper Management Pty Ltd Acquires 7,820 Shares of Wells Fargo & Company $WFC

UniSuper Management Pty Ltd raised its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 0.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for SmartHarvest Portfolios LLC Makes New Investment in BlackRock $BLK

SmartHarvest Portfolios LLC Makes New Investment in BlackRock $BLK

SmartHarvest Portfolios LLC bought a new stake in BlackRock (NYSE:BLK – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 676 shares of the asset manager’s... More of this article »
Image for Kovack Advisors Inc. Boosts Stock Position in Intuitive Surgical, Inc. $ISRG

Kovack Advisors Inc. Boosts Stock Position in Intuitive Surgical, Inc. $ISRG

Kovack Advisors Inc. boosted its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 29.6% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 6,754 shares of the medical... More of this article »
Image for The Charles Schwab Corporation $SCHW Shares Sold by Cutler Investment Counsel LLC

The Charles Schwab Corporation $SCHW Shares Sold by Cutler Investment Counsel LLC

Cutler Investment Counsel LLC decreased its stake in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 3.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Pfizer Inc. $PFE Shares Sold by Logan Capital Management Inc.

Pfizer Inc. $PFE Shares Sold by Logan Capital Management Inc.

Logan Capital Management Inc. reduced its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 11.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Mosley Wealth Management Makes New Investment in Parker-Hannifin Corporation $PH

Mosley Wealth Management Makes New Investment in Parker-Hannifin Corporation $PH

Mosley Wealth Management bought a new position in Parker-Hannifin Corporation (NYSE:PH – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for WealthSpring Partners LLC Invests $1.02 Million in SPDR Gold Shares $GLD

WealthSpring Partners LLC Invests $1.02 Million in SPDR Gold Shares $GLD

WealthSpring Partners LLC purchased a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 2,568 shares of the exchange traded fund’s stock, valued... More of this article »
Image for Danaher Corporation $DHR Stock Position Trimmed by Weitz Investment Management Inc.

Danaher Corporation $DHR Stock Position Trimmed by Weitz Investment Management Inc.

Weitz Investment Management Inc. cut its position in Danaher Corporation (NYSE:DHR – Free Report) by 2.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 513,950 shares of... More of this article »
Image for NatBridge Resources Ltd. (OTCMKTS:NATBF) Short Interest Update

NatBridge Resources Ltd. (OTCMKTS:NATBF) Short Interest Update

NatBridge Resources Ltd. (OTCMKTS:NATBF – Get Free Report) was the recipient of a significant decline in short interest in the month of May. As of May 29th, there was short interest totaling 1,715 shares, a decline of 86.1%... More of this article »
Image for Avantis U.S. Equity ETF (NYSEARCA:AVUS) Sees Unusually-High Trading Volume  – Here’s What Happened

Avantis U.S. Equity ETF (NYSEARCA:AVUS) Sees Unusually-High Trading Volume – Here’s What Happened

Avantis U.S. Equity ETF (NYSEARCA:AVUS – Get Free Report) saw unusually-high trading volume on Wednesday . Approximately 1,163,161 shares were traded during trading, an increase of 269% from the previous session’s volume... More of this article »
Image for LiveRamp (NYSE:RAMP) Hits New 1-Year High  – Here’s What Happened

LiveRamp (NYSE:RAMP) Hits New 1-Year High – Here’s What Happened

LiveRamp Holdings, Inc. (NYSE:RAMP – Get Free Report) shares hit a new 52-week high during trading on Wednesday . The company traded as high as $37.92 and last traded at $37.4910, with a volume of 765316 shares traded. The stock... More of this article »
Image for Keel Point LLC Buys 18,636 Shares of Vanguard S&P 500 ETF $VOO

Keel Point LLC Buys 18,636 Shares of Vanguard S&P 500 ETF $VOO

Keel Point LLC lifted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 4.1% during the fourth quarter, Holdings Channel reports. The firm owned 469,568 shares of the company’s stock after... More of this article »
Image for Xponance LLC Has $19.93 Million Stock Holdings in Monster Beverage Corporation $MNST

Xponance LLC Has $19.93 Million Stock Holdings in Monster Beverage Corporation $MNST

Xponance LLC cut its stake in Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 4.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for iShares S&P 500 Growth ETF $IVW Shares Purchased by Principal Securities Inc.

iShares S&P 500 Growth ETF $IVW Shares Purchased by Principal Securities Inc.

Principal Securities Inc. boosted its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Alphabet Inc. $GOOGL Shares Sold by First Financial Bankshares Inc

Alphabet Inc. $GOOGL Shares Sold by First Financial Bankshares Inc

First Financial Bankshares Inc decreased its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.9% in the 4th quarter, Holdings Channel reports. The firm owned 704,140 shares of the information services provider’s... More of this article »
Image for Sepio Capital LP Grows Stake in Invesco QQQ $QQQ

Sepio Capital LP Grows Stake in Invesco QQQ $QQQ

Sepio Capital LP raised its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 19.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Neuberger Berman Disrupters ETF (NYSEARCA:NBDS) Short Interest Down 86.3% in May

Neuberger Berman Disrupters ETF (NYSEARCA:NBDS) Short Interest Down 86.3% in May

Neuberger Berman Disrupters ETF (NYSEARCA:NBDS – Get Free Report) was the recipient of a significant decrease in short interest in the month of May. As of May 29th, there was short interest totaling 2,924 shares, a decrease... More of this article »
Image for Short Interest in FT Vest Nasdaq-100 Moderate Buffer ETF – August (BATS:QMAG) Declines By 87.4%

Short Interest in FT Vest Nasdaq-100 Moderate Buffer ETF – August (BATS:QMAG) Declines By 87.4%

FT Vest Nasdaq-100 Moderate Buffer ETF – August (BATS:QMAG – Get Free Report) was the target of a large drop in short interest in May. As of May 29th, there was short interest totaling 1,718 shares, a drop of 87.4% from... More of this article »
Image for Short Interest in Rockefeller Global Equity ETF (NYSEARCA:RGEF) Drops By 86.7%

Short Interest in Rockefeller Global Equity ETF (NYSEARCA:RGEF) Drops By 86.7%

Rockefeller Global Equity ETF (NYSEARCA:RGEF – Get Free Report) saw a large decrease in short interest during the month of May. As of May 29th, there was short interest totaling 172 shares, a decrease of 86.7% from the May 14th... More of this article »
Image for National Fuel Gas Company (NYSE:NFG) Declares Quarterly Dividend of $0.56

National Fuel Gas Company (NYSE:NFG) Declares Quarterly Dividend of $0.56

National Fuel Gas Company (NYSE:NFG – Get Free Report) announced a quarterly dividend on Thursday, June 11th. Shareholders of record on Tuesday, June 30th will be given a dividend of 0.555 per share by the oil and gas producer... More of this article »
Image for Colgate-Palmolive Company (NYSE:CL) Declares Quarterly Dividend of $0.53

Colgate-Palmolive Company (NYSE:CL) Declares Quarterly Dividend of $0.53

Colgate-Palmolive Company (NYSE:CL – Get Free Report) announced a quarterly dividend on Thursday, June 11th. Stockholders of record on Monday, July 20th will be paid a dividend of 0.53 per share on Friday, August 14th. This represents... More of this article »
Image for WFM ASIA BVI Ltd Has $124.32 Million Stock Position in Atour Lifestyle Holdings Limited Sponsored ADR $ATAT

WFM ASIA BVI Ltd Has $124.32 Million Stock Position in Atour Lifestyle Holdings Limited Sponsored ADR $ATAT

WFM ASIA BVI Ltd lifted its stake in shares of Atour Lifestyle Holdings Limited Sponsored ADR (NASDAQ:ATAT – Free Report) by 184.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 3,155,425 shares of the company’s... More of this article »
Image for Regents Gate Capital LLP Invests $8.10 Million in Deere & Company $DE

Regents Gate Capital LLP Invests $8.10 Million in Deere & Company $DE

Regents Gate Capital LLP acquired a new stake in shares of Deere & Company (NYSE:DE – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 17,403 shares of the industrial... More of this article »
Image for Air Products and Chemicals, Inc. $APD Shares Sold by Raiffeisen Bank International AG

Air Products and Chemicals, Inc. $APD Shares Sold by Raiffeisen Bank International AG

Raiffeisen Bank International AG lessened its stake in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 78.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Nuveen LLC Lowers Position in ConocoPhillips $COP

Nuveen LLC Lowers Position in ConocoPhillips $COP

Nuveen LLC lessened its stake in ConocoPhillips (NYSE:COP – Free Report) by 2.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,137,843 shares of the energy... More of this article »
Image for Entergy Corporation $ETR Shares Sold by UniSuper Management Pty Ltd

Entergy Corporation $ETR Shares Sold by UniSuper Management Pty Ltd

UniSuper Management Pty Ltd trimmed its stake in shares of Entergy Corporation (NYSE:ETR – Free Report) by 15.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for WealthSpring Partners LLC Takes $3.87 Million Position in Vanguard Total International Bond ETF $BNDX

WealthSpring Partners LLC Takes $3.87 Million Position in Vanguard Total International Bond ETF $BNDX

WealthSpring Partners LLC acquired a new position in Vanguard Total International Bond ETF (NASDAQ:BNDX – 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 WealthPLAN Partners LLC Buys New Stake in JPMorgan Core Plus Bond ETF $JCPB

WealthPLAN Partners LLC Buys New Stake in JPMorgan Core Plus Bond ETF $JCPB

WealthPLAN Partners LLC purchased a new position in shares of JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 14,492 shares of the company’s... More of this article »
Image for Keel Point LLC Trims Holdings in Amphenol Corporation $APH

Keel Point LLC Trims Holdings in Amphenol Corporation $APH

Keel Point LLC decreased its holdings in Amphenol Corporation (NYSE:APH – Free Report) by 18.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Costco Wholesale Corporation $COST Shares Sold by Nuveen LLC

Costco Wholesale Corporation $COST Shares Sold by Nuveen LLC

Nuveen LLC cut its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 13.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Apple Inc. $AAPL is Keel Point LLC’s 7th Largest Position

Apple Inc. $AAPL is Keel Point LLC’s 7th Largest Position

Keel Point LLC lifted its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 7.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 142,218... More of this article »
Image for FY2028 EPS Estimates for Kroger Reduced by Erste Group Bank

FY2028 EPS Estimates for Kroger Reduced by Erste Group Bank

The Kroger Co. (NYSE:KR – Free Report) – Investment analysts at Erste Group Bank reduced their FY2028 earnings per share (EPS) estimates for shares of Kroger in a report released on Friday, June 5th. Erste Group Bank analyst... More of this article »
Image for Globus Maritime (NASDAQ:GLBS) Announces Quarterly Earnings Results, Beats Expectations By $0.10 EPS

Globus Maritime (NASDAQ:GLBS) Announces Quarterly Earnings Results, Beats Expectations By $0.10 EPS

Globus Maritime (NASDAQ:GLBS – Get Free Report) announced its quarterly earnings data on Wednesday. The shipping company reported $0.05 EPS for the quarter, beating the consensus estimate of ($0.05) by $0.10, FiscalAI reports.... More of this article »
Image for Waste Connections, Inc. $WCN Shares Acquired by Sit Investment Associates Inc.

Waste Connections, Inc. $WCN Shares Acquired by Sit Investment Associates Inc.

Sit Investment Associates Inc. increased its position in shares of Waste Connections, Inc. (NYSE:WCN – Free Report) by 9.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for Sit Investment Associates Inc. Has $42.03 Million Stock Holdings in LMP Capital and Income Fund Inc. $SCD

Sit Investment Associates Inc. Has $42.03 Million Stock Holdings in LMP Capital and Income Fund Inc. $SCD

Sit Investment Associates Inc. reduced its position in LMP Capital and Income Fund Inc. (NYSE:SCD – Free Report) by 8.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,837,709 shares of... More of this article »
Image for Raiffeisen Bank International AG Raises Stake in Monolithic Power Systems, Inc. $MPWR

Raiffeisen Bank International AG Raises Stake in Monolithic Power Systems, Inc. $MPWR

Raiffeisen Bank International AG lifted its position in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 3,343.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Cartesian Therapeutics (RNAC) – Analysts’ Recent Ratings Updates

Cartesian Therapeutics (RNAC) – Analysts’ Recent Ratings Updates

A number of research firms have changed their ratings and price targets for Cartesian Therapeutics (NASDAQ: RNAC): 6/10/2026 – Cartesian Therapeutics had its “outperform” rating reaffirmed by Wedbush. They now have... More of this article »
Image for Regents Gate Capital LLP Has $12.63 Million Stock Holdings in United Rentals, Inc. $URI

Regents Gate Capital LLP Has $12.63 Million Stock Holdings in United Rentals, Inc. $URI

Regents Gate Capital LLP raised its position in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 151.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Build-A-Bear Workshop, Inc. (NYSE:BBW) Plans $0.23 Quarterly Dividend

Build-A-Bear Workshop, Inc. (NYSE:BBW) Plans $0.23 Quarterly Dividend

Build-A-Bear Workshop, Inc. (NYSE:BBW – Get Free Report) declared a quarterly dividend on Thursday, June 11th. Shareholders of record on Thursday, June 25th will be given a dividend of 0.23 per share by the specialty retailer... More of this article »
Image for Sector Gamma AS Buys 21,397 Shares of CVS Health Corporation $CVS

Sector Gamma AS Buys 21,397 Shares of CVS Health Corporation $CVS

Sector Gamma AS increased its stake in CVS Health Corporation (NYSE:CVS – Free Report) by 13.7% 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 Trailhead Planners LLC Purchases Shares of 11,476 Dimensional U.S. Targeted Value ETF $DFAT

Trailhead Planners LLC Purchases Shares of 11,476 Dimensional U.S. Targeted Value ETF $DFAT

Trailhead Planners LLC purchased a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund purchased... More of this article »