Home » Author Archive

Image for Modera Wealth Management LLC Has $187.75 Million Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Modera Wealth Management LLC Has $187.75 Million Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Modera Wealth Management LLC lowered its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 0.3% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Best Fitness Stocks To Follow Today – July 15th

Best Fitness Stocks To Follow Today – July 15th

Garmin, Planet Fitness, and Peloton Interactive are the three Fitness stocks to watch today, according to MarketBeat’s stock screener tool. “Fitness stocks” are shares in companies that make or sell products and services... More of this article »
Image for Sigma Planning Corp Grows Position in The Charles Schwab Corporation $SCHW

Sigma Planning Corp Grows Position in The Charles Schwab Corporation $SCHW

Sigma Planning Corp grew its position in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 130.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Flex Ltd. $FLEX Shares Acquired by Sigma Planning Corp

Flex Ltd. $FLEX Shares Acquired by Sigma Planning Corp

Sigma Planning Corp lifted its stake in shares of Flex Ltd. (NASDAQ:FLEX – Free Report) by 81.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,729 shares of the... More of this article »
Image for SteelPeak Wealth LLC Has $2.94 Million Position in Herbalife Ltd $HLF

SteelPeak Wealth LLC Has $2.94 Million Position in Herbalife Ltd $HLF

SteelPeak Wealth LLC cut its stake in Herbalife Ltd (NYSE:HLF – Free Report) by 20.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 200,000 shares of the company’s stock after selling 50,000 shares... More of this article »
Image for The Goldman Sachs Group, Inc. $GS Shares Sold by Clifford Swan Investment Counsel LLC

The Goldman Sachs Group, Inc. $GS Shares Sold by Clifford Swan Investment Counsel LLC

Clifford Swan Investment Counsel LLC lowered its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 9.9% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 13,232... More of this article »
Image for Independent Financial Group LLC Buys New Holdings in Cisco Systems, Inc. $CSCO

Independent Financial Group LLC Buys New Holdings in Cisco Systems, Inc. $CSCO

Independent Financial Group LLC bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm bought 62,274 shares of the network equipment provider’s... More of this article »
Image for Independent Financial Group LLC Takes $5.56 Million Position in American Healthcare REIT, Inc. $AHR

Independent Financial Group LLC Takes $5.56 Million Position in American Healthcare REIT, Inc. $AHR

Independent Financial Group LLC acquired a new stake in American Healthcare REIT, Inc. (NYSE:AHR – Free Report) during the first quarter, Holdings Channel reports. The fund acquired 117,932 shares of the company’s stock,... More of this article »
Image for Illinois Municipal Retirement Fund Grows Position in Loews Corporation $L

Illinois Municipal Retirement Fund Grows Position in Loews Corporation $L

Illinois Municipal Retirement Fund raised its stake in shares of Loews Corporation (NYSE:L – Free Report) by 78.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for BorgWarner Inc. $BWA Shares Acquired by Illinois Municipal Retirement Fund

BorgWarner Inc. $BWA Shares Acquired by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund grew its stake in BorgWarner Inc. (NYSE:BWA – Free Report) by 37.5% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Illinois Municipal Retirement Fund Buys 5,618 Shares of IES Holdings, Inc. $IESC

Illinois Municipal Retirement Fund Buys 5,618 Shares of IES Holdings, Inc. $IESC

Illinois Municipal Retirement Fund grew its stake in shares of IES Holdings, Inc. (NASDAQ:IESC – Free Report) by 94.3% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Illinois Municipal Retirement Fund Buys 32,041 Shares of DTE Energy Company $DTE

Illinois Municipal Retirement Fund Buys 32,041 Shares of DTE Energy Company $DTE

Illinois Municipal Retirement Fund lifted its position in DTE Energy Company (NYSE:DTE – Free Report) by 730.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Principal Financial Group Inc. Acquires 3,534 Shares of United Therapeutics Corporation $UTHR

Principal Financial Group Inc. Acquires 3,534 Shares of United Therapeutics Corporation $UTHR

Principal Financial Group Inc. raised its holdings in shares of United Therapeutics Corporation (NASDAQ:UTHR – Free Report) by 3.6% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 101,692... More of this article »
Image for Principal Financial Group Inc. Grows Stake in Lyft, Inc. $LYFT

Principal Financial Group Inc. Grows Stake in Lyft, Inc. $LYFT

Principal Financial Group Inc. grew its position in Lyft, Inc. (NASDAQ:LYFT – Free Report) by 250.0% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,246,519... More of this article »
Image for Sanctuary Advisors LLC Purchases 72,596 Shares of iShares Core MSCI Europe ETF $IEUR

Sanctuary Advisors LLC Purchases 72,596 Shares of iShares Core MSCI Europe ETF $IEUR

Sanctuary Advisors LLC increased its position in shares of iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 93.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Analysts Set Promis Neurosciences (NASDAQ:PMN) Price Target at $24.00

Analysts Set Promis Neurosciences (NASDAQ:PMN) Price Target at $24.00

Promis Neurosciences (NASDAQ:PMN – Get Free Report) has been given an average rating of “Moderate Buy” by the seven analysts that are currently covering the firm, Marketbeat.com reports. One investment analyst has... More of this article »
Image for Sanctuary Advisors LLC Has $8.85 Million Holdings in iShares U.S. Industrials ETF $IYJ

Sanctuary Advisors LLC Has $8.85 Million Holdings in iShares U.S. Industrials ETF $IYJ

Sanctuary Advisors LLC increased its position in shares of iShares U.S. Industrials ETF (BATS:IYJ – Free Report) by 17.9% during the first quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Invesco BulletShares 2029 Corporate Bond ETF $BSCT Shares Bought by Sanctuary Advisors LLC

Invesco BulletShares 2029 Corporate Bond ETF $BSCT Shares Bought by Sanctuary Advisors LLC

Sanctuary Advisors LLC grew its holdings in shares of Invesco BulletShares 2029 Corporate Bond ETF (NASDAQ:BSCT – Free Report) by 10.6% during the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Sanctuary Advisors LLC Purchases 58,138 Shares of Clearway Energy, Inc. $CWEN

Sanctuary Advisors LLC Purchases 58,138 Shares of Clearway Energy, Inc. $CWEN

Sanctuary Advisors LLC lifted its position in shares of Clearway Energy, Inc. (NYSE:CWEN – Free Report) by 31.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Dorsey Wright & Associates Purchases New Holdings in iShares 1-3 Year Treasury Bond ETF $SHY

Dorsey Wright & Associates Purchases New Holdings in iShares 1-3 Year Treasury Bond ETF $SHY

Dorsey Wright & Associates purchased a new stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) during the first quarter, Holdings Channel.com reports. The fund purchased 32,405 shares of the... More of this article »
Image for JPMorgan Chase & Co. $JPM Shares Purchased by TFR Capital LLC.

JPMorgan Chase & Co. $JPM Shares Purchased by TFR Capital LLC.

TFR Capital LLC. raised its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 94.2% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,965... More of this article »
Image for Lockheed Martin Corporation (NYSE:LMT) Given Average Recommendation of “Hold” by Analysts

Lockheed Martin Corporation (NYSE:LMT) Given Average Recommendation of “Hold” by Analysts

Lockheed Martin Corporation (NYSE:LMT – Get Free Report) has received a consensus recommendation of “Hold” from the twenty-one analysts that are covering the firm, MarketBeat Ratings reports. One equities research... More of this article »
Image for Copeland Capital Management LLC Sells 9,708 Shares of TransUnion $TRU

Copeland Capital Management LLC Sells 9,708 Shares of TransUnion $TRU

Copeland Capital Management LLC reduced its position in TransUnion (NYSE:TRU – Free Report) by 2.6% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 357,685 shares of the business services... More of this article »
Image for Hsbc Holdings PLC Sells 49,570 Shares of RLI Corp. $RLI

Hsbc Holdings PLC Sells 49,570 Shares of RLI Corp. $RLI

Hsbc Holdings PLC reduced its holdings in shares of RLI Corp. (NYSE:RLI – Free Report) by 89.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for Hsbc Holdings PLC Has $361,000 Stake in Horizon Bancorp (IN) $HBNC

Hsbc Holdings PLC Has $361,000 Stake in Horizon Bancorp (IN) $HBNC

Hsbc Holdings PLC trimmed its position in shares of Horizon Bancorp (IN) (NASDAQ:HBNC – Free Report) by 60.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for California Public Employees Retirement System Has $1.67 Billion Stock Holdings in Eli Lilly and Company $LLY

California Public Employees Retirement System Has $1.67 Billion Stock Holdings in Eli Lilly and Company $LLY

California Public Employees Retirement System decreased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 2.2% during the first quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Image for Dorsey Wright & Associates Acquires 56,085 Shares of Banco Bilbao Viscaya Argentaria S.A. $BBVA

Dorsey Wright & Associates Acquires 56,085 Shares of Banco Bilbao Viscaya Argentaria S.A. $BBVA

Dorsey Wright & Associates grew its holdings in shares of Banco Bilbao Viscaya Argentaria S.A. (NYSE:BBVA – Free Report) by 39.2% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Dorsey Wright & Associates Invests $1.85 Million in US Foods Holding Corp. $USFD

Dorsey Wright & Associates Invests $1.85 Million in US Foods Holding Corp. $USFD

Dorsey Wright & Associates purchased a new stake in US Foods Holding Corp. (NYSE:USFD – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 20,079 shares... More of this article »
Image for Dorsey Wright & Associates Makes New Investment in Kinder Morgan, Inc. $KMI

Dorsey Wright & Associates Makes New Investment in Kinder Morgan, Inc. $KMI

Dorsey Wright & Associates acquired a new stake in Kinder Morgan, Inc. (NYSE:KMI – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired... More of this article »
Image for Autoliv, Inc. $ALV Stock Holdings Decreased by Hsbc Holdings PLC

Autoliv, Inc. $ALV Stock Holdings Decreased by Hsbc Holdings PLC

Hsbc Holdings PLC lessened its stake in Autoliv, Inc. (NYSE:ALV – Free Report) by 67.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,840... More of this article »
Image for Euro Pacific Asset Management LLC Grows Stake in Banco Bradesco SA $BBD

Euro Pacific Asset Management LLC Grows Stake in Banco Bradesco SA $BBD

Euro Pacific Asset Management LLC grew its stake in shares of Banco Bradesco SA (NYSE:BBD – Free Report) by 77.6% during the first quarter, HoldingsChannel reports. The firm owned 1,057,281 shares of the bank’s stock after... More of this article »
Image for Clifford Swan Investment Counsel LLC Has $97.45 Million Stock Holdings in Costco Wholesale Corporation $COST

Clifford Swan Investment Counsel LLC Has $97.45 Million Stock Holdings in Costco Wholesale Corporation $COST

Clifford Swan Investment Counsel LLC cut its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.7% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Euro Pacific Asset Management LLC Has $26.89 Million Position in AngloGold Ashanti PLC $AU

Euro Pacific Asset Management LLC Has $26.89 Million Position in AngloGold Ashanti PLC $AU

Euro Pacific Asset Management LLC raised its stake in AngloGold Ashanti PLC (NYSE:AU – Free Report) by 121.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Euro Pacific Asset Management LLC Grows Stock Holdings in Western Copper and Gold Corporation $WRN

Euro Pacific Asset Management LLC Grows Stock Holdings in Western Copper and Gold Corporation $WRN

Euro Pacific Asset Management LLC grew its position in shares of Western Copper and Gold Corporation (NYSEAMERICAN:WRN – Free Report) (TSE:WRN) by 133.9% in the 1st quarter, according to the company in its most recent Form 13F... More of this article »
Image for Royal Caribbean Cruises Ltd. $RCL Shares Sold by Bank of New York Mellon Corp

Royal Caribbean Cruises Ltd. $RCL Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp lowered its position in Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 3.1% in the first quarter, Holdings Channel reports. The fund owned 1,277,826 shares of the company’s stock... More of this article »
Image for Bartlett & CO. Wealth Management LLC Sells 8,767 Shares of Danaher Corporation $DHR

Bartlett & CO. Wealth Management LLC Sells 8,767 Shares of Danaher Corporation $DHR

Bartlett & CO. Wealth Management LLC lowered its stake in shares of Danaher Corporation (NYSE:DHR – Free Report) by 13.8% in the first quarter, Holdings Channel reports. The institutional investor owned 54,673 shares of... More of this article »
Image for Bartlett & CO. Wealth Management LLC Increases Stock Position in Vanguard FTSE Emerging Markets ETF $VWO

Bartlett & CO. Wealth Management LLC Increases Stock Position in Vanguard FTSE Emerging Markets ETF $VWO

Bartlett & CO. Wealth Management LLC boosted its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 13.4% in the first quarter, according to the company in its most recent 13F filing... More of this article »
Image for Copeland Capital Management LLC Sells 4,322 Shares of Federal Agricultural Mortgage Corporation $AGM

Copeland Capital Management LLC Sells 4,322 Shares of Federal Agricultural Mortgage Corporation $AGM

Copeland Capital Management LLC reduced its holdings in shares of Federal Agricultural Mortgage Corporation (NYSE:AGM – Free Report) by 1.8% in the first quarter, HoldingsChannel reports. The fund owned 236,583 shares of the... More of this article »
Image for nVent Electric PLC $NVT Shares Sold by Copeland Capital Management LLC

nVent Electric PLC $NVT Shares Sold by Copeland Capital Management LLC

Copeland Capital Management LLC lowered its holdings in nVent Electric PLC (NYSE:NVT – Free Report) by 2.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 274,841 shares... More of this article »
Image for Chicago Partners Investment Group LLC Buys 1,390 Shares of F5, Inc. $FFIV

Chicago Partners Investment Group LLC Buys 1,390 Shares of F5, Inc. $FFIV

Chicago Partners Investment Group LLC grew its position in shares of F5, Inc. (NASDAQ:FFIV – Free Report) by 136.0% in the first quarter, HoldingsChannel reports. The fund owned 2,412 shares of the network technology company’s... More of this article »
Image for InterDigital, Inc. $IDCC Shares Acquired by Bessemer Group Inc.

InterDigital, Inc. $IDCC Shares Acquired by Bessemer Group Inc.

Bessemer Group Inc. raised its holdings in shares of InterDigital, Inc. (NASDAQ:IDCC – Free Report) by 8.2% during the 1st quarter, Holdings Channel reports. The fund owned 149,801 shares of the Wireless communications provider’s... More of this article »
Image for Bessemer Group Inc. Cuts Stake in iShares Russell 3000 ETF $IWV

Bessemer Group Inc. Cuts Stake in iShares Russell 3000 ETF $IWV

Bessemer Group Inc. lowered its stake in shares of iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 20.6% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 114,847 shares of the company’s... More of this article »
Image for Bessemer Group Inc. Increases Stake in Flutter Entertainment PLC $FLUT

Bessemer Group Inc. Increases Stake in Flutter Entertainment PLC $FLUT

Bessemer Group Inc. raised its position in Flutter Entertainment PLC (NYSE:FLUT – Free Report) by 1.6% during the first quarter, Holdings Channel.com reports. The fund owned 382,161 shares of the company’s stock after... More of this article »
Image for Bessemer Group Inc. Increases Position in PepsiCo, Inc. $PEP

Bessemer Group Inc. Increases Position in PepsiCo, Inc. $PEP

Bessemer Group Inc. lifted its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 54.9% in the 1st quarter, HoldingsChannel reports. The fund owned 604,611 shares of the company’s stock after purchasing an additional... More of this article »
Image for D.A. Davidson & CO. Has $7.15 Million Holdings in Fidelity Blue Chip Growth ETF $FBCG

D.A. Davidson & CO. Has $7.15 Million Holdings in Fidelity Blue Chip Growth ETF $FBCG

D.A. Davidson & CO. boosted its stake in Fidelity Blue Chip Growth ETF (BATS:FBCG – Free Report) by 108.9% in the first quarter, HoldingsChannel reports. The institutional investor owned 142,683 shares of the company’s... More of this article »
Image for Rockwell Automation, Inc. $ROK Shares Sold by D.A. Davidson & CO.

Rockwell Automation, Inc. $ROK Shares Sold by D.A. Davidson & CO.

D.A. Davidson & CO. trimmed its holdings in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 4.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Bank of New York Mellon Corp Cuts Position in Entergy Corporation $ETR

Bank of New York Mellon Corp Cuts Position in Entergy Corporation $ETR

Bank of New York Mellon Corp decreased its holdings in Entergy Corporation (NYSE:ETR – Free Report) by 0.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Calamos Advisors LLC Makes New Investment in Vanguard FTSE Developed Markets ETF $VEA

Calamos Advisors LLC Makes New Investment in Vanguard FTSE Developed Markets ETF $VEA

Calamos Advisors LLC acquired a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the first quarter, Holdings Channel.com reports. The firm acquired 8,109 shares of the company’s stock, valued... More of this article »
Image for Shopify Inc. $SHOP Shares Acquired by Bank of New York Mellon Corp

Shopify Inc. $SHOP Shares Acquired by Bank of New York Mellon Corp

Bank of New York Mellon Corp increased its stake in shares of Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 4.8% during the first quarter, Holdings Channel.com reports. The institutional investor owned 3,495,964 shares... More of this article »
Image for Diversify Wealth Management LLC Acquires New Holdings in Vanguard S&P Mid-Cap 400 ETF $IVOO

Diversify Wealth Management LLC Acquires New Holdings in Vanguard S&P Mid-Cap 400 ETF $IVOO

Diversify Wealth Management LLC bought a new stake in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »