Home » Author Archive

Image for Wellington Shields Capital Management LLC Grows Stock Position in Blackstone Inc. $BX

Wellington Shields Capital Management LLC Grows Stock Position in Blackstone Inc. $BX

Wellington Shields Capital Management LLC raised its stake in Blackstone Inc. (NYSE:BX – Free Report) by 5.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Kestra Investment Management LLC Invests $2.34 Million in Dollar General Corporation $DG

Kestra Investment Management LLC Invests $2.34 Million in Dollar General Corporation $DG

Kestra Investment Management LLC bought a new position in Dollar General Corporation (NYSE:DG – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 17,652 shares of the company’s... More of this article »
Image for Todd Asset Management LLC Reduces Stock Holdings in Phillips 66 $PSX

Todd Asset Management LLC Reduces Stock Holdings in Phillips 66 $PSX

Todd Asset Management LLC lessened its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 95.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 9,811 shares of the oil and gas company’s... More of this article »
Image for Jefferies Financial Group Inc. Sells 8,012 Shares of EOG Resources, Inc. $EOG

Jefferies Financial Group Inc. Sells 8,012 Shares of EOG Resources, Inc. $EOG

Jefferies Financial Group Inc. cut its holdings in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 13.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 50,928 shares of the energy... More of this article »
Image for Tandem Investment Advisors Inc. Reduces Stock Position in Republic Services, Inc. $RSG

Tandem Investment Advisors Inc. Reduces Stock Position in Republic Services, Inc. $RSG

Tandem Investment Advisors Inc. reduced its holdings in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 1.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 239,439 shares... More of this article »
Image for Tandem Investment Advisors Inc. Grows Stock Position in Automatic Data Processing, Inc. $ADP

Tandem Investment Advisors Inc. Grows Stock Position in Automatic Data Processing, Inc. $ADP

Tandem Investment Advisors Inc. lifted its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 6.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Mmbg Investment Advisors CO. Sells 1,310 Shares of Deere & Company $DE

Mmbg Investment Advisors CO. Sells 1,310 Shares of Deere & Company $DE

Mmbg Investment Advisors CO. decreased its holdings in shares of Deere & Company (NYSE:DE – Free Report) by 32.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 2,720 shares of the industrial products company’s... More of this article »
Image for Swedbank AB Acquires 8,605 Shares of Quest Diagnostics Incorporated $DGX

Swedbank AB Acquires 8,605 Shares of Quest Diagnostics Incorporated $DGX

Swedbank AB grew its holdings in Quest Diagnostics Incorporated (NYSE:DGX – Free Report) by 10.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 93,468 shares of the medical research company’s stock after... More of this article »
Image for William Blair Investment Management LLC Purchases New Stake in ADMA Biologics Inc $ADMA

William Blair Investment Management LLC Purchases New Stake in ADMA Biologics Inc $ADMA

William Blair Investment Management LLC purchased a new stake in ADMA Biologics Inc (NASDAQ:ADMA – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund purchased 890,861 shares of the biotechnology company’s... More of this article »
Image for William Blair Investment Management LLC Sells 523,736 Shares of UMH Properties, Inc. $UMH

William Blair Investment Management LLC Sells 523,736 Shares of UMH Properties, Inc. $UMH

William Blair Investment Management LLC lessened its position in shares of UMH Properties, Inc. (NYSE:UMH – Free Report) by 31.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Morningstar Investment Management LLC Lowers Holdings in SLB Limited $SLB

Morningstar Investment Management LLC Lowers Holdings in SLB Limited $SLB

Morningstar Investment Management LLC decreased its stake in shares of SLB Limited (NYSE:SLB – Free Report) by 41.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for William Blair Investment Management LLC Sells 42,892 Shares of NorthWestern Corporation $NWE

William Blair Investment Management LLC Sells 42,892 Shares of NorthWestern Corporation $NWE

William Blair Investment Management LLC decreased its holdings in shares of NorthWestern Corporation (NASDAQ:NWE – Free Report) by 9.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for William Blair Investment Management LLC Buys 42,091 Shares of Aura Minerals Inc. $AUGO

William Blair Investment Management LLC Buys 42,091 Shares of Aura Minerals Inc. $AUGO

William Blair Investment Management LLC raised its stake in shares of Aura Minerals Inc. (NASDAQ:AUGO – Free Report) by 9.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for William Blair Investment Management LLC Lowers Stock Holdings in Alaska Air Group, Inc. $ALK

William Blair Investment Management LLC Lowers Stock Holdings in Alaska Air Group, Inc. $ALK

William Blair Investment Management LLC trimmed its stake in Alaska Air Group, Inc. (NYSE:ALK – Free Report) by 9.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 535,121 shares of the transportation... More of this article »
Image for Thrivent Financial for Lutherans Takes Position in Openlane $OPLN

Thrivent Financial for Lutherans Takes Position in Openlane $OPLN

Thrivent Financial for Lutherans acquired a new stake in shares of Openlane (NYSE:OPLN – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 73,017... More of this article »
Image for Thrivent Financial for Lutherans Has $2.13 Million Stock Holdings in Vornado Realty Trust $VNO

Thrivent Financial for Lutherans Has $2.13 Million Stock Holdings in Vornado Realty Trust $VNO

Thrivent Financial for Lutherans boosted its position in Vornado Realty Trust (NYSE:VNO – Free Report) by 72.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 64,062... More of this article »
Image for Royce & Associates LP Raises Position in RLI Corp. $RLI

Royce & Associates LP Raises Position in RLI Corp. $RLI

Royce & Associates LP increased its holdings in RLI Corp. (NYSE:RLI – Free Report) by 18.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Royce & Associates LP Purchases 145,517 Shares of WD-40 Company $WDFC

Royce & Associates LP Purchases 145,517 Shares of WD-40 Company $WDFC

Royce & Associates LP grew its position in shares of WD-40 Company (NASDAQ:WDFC – Free Report) by 739.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Royce & Associates LP Increases Stock Holdings in ESAB Corporation $ESAB

Royce & Associates LP Increases Stock Holdings in ESAB Corporation $ESAB

Royce & Associates LP raised its stake in shares of ESAB Corporation (NYSE:ESAB – Free Report) by 14.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Revere Asset Management Inc Invests $317,000 in Liquidia Corporation $LQDA

Revere Asset Management Inc Invests $317,000 in Liquidia Corporation $LQDA

Revere Asset Management Inc purchased a new position in shares of Liquidia Corporation (NASDAQ:LQDA – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Kestra Investment Management LLC Increases Stock Holdings in Avantis Emerging Markets Equity ETF $AVEM

Kestra Investment Management LLC Increases Stock Holdings in Avantis Emerging Markets Equity ETF $AVEM

Kestra Investment Management LLC raised its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 3,618.9% during the 4th quarter, according to its most recent filing with the Securities and... More of this article »
Image for MercadoLibre, Inc. $MELI Shares Purchased by Legal & General Group Plc

MercadoLibre, Inc. $MELI Shares Purchased by Legal & General Group Plc

Legal & General Group Plc lifted its stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 245,310 shares... More of this article »
Image for Automatic Data Processing, Inc. $ADP Shares Sold by Legal & General Group Plc

Automatic Data Processing, Inc. $ADP Shares Sold by Legal & General Group Plc

Legal & General Group Plc cut its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 7.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Legal & General Group Plc Buys 80,352 Shares of KKR & Co. Inc. $KKR

Legal & General Group Plc Buys 80,352 Shares of KKR & Co. Inc. $KKR

Legal & General Group Plc increased its stake in KKR & Co. Inc. (NYSE:KKR – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Seaview Investment Managers LLC Acquires 1,086 Shares of VanEck Semiconductor ETF $SMH

Seaview Investment Managers LLC Acquires 1,086 Shares of VanEck Semiconductor ETF $SMH

Seaview Investment Managers LLC grew its holdings in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 47.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for Analyzing Nuwellis (NASDAQ:NUWE) and Delcath Systems (NASDAQ:DCTH)

Analyzing Nuwellis (NASDAQ:NUWE) and Delcath Systems (NASDAQ:DCTH)

Nuwellis (NASDAQ:NUWE – Get Free Report) and Delcath Systems (NASDAQ:DCTH – Get Free Report) are both small-cap medical companies, but which is the superior business? We will compare the two companies based on the strength... More of this article »
Image for Sterling Investment Advisors Ltd. Invests $2.99 Million in VanEck Rare Earth and Strategic Metals ETF $REMX

Sterling Investment Advisors Ltd. Invests $2.99 Million in VanEck Rare Earth and Strategic Metals ETF $REMX

Sterling Investment Advisors Ltd. acquired a new position in VanEck Rare Earth and Strategic Metals ETF (NYSEARCA:REMX – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Capital Group U.S. Multi-Sector Income ETF $CGMS Position Boosted by Harbour Investments Inc.

Capital Group U.S. Multi-Sector Income ETF $CGMS Position Boosted by Harbour Investments Inc.

Harbour Investments Inc. raised its position in shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 18.7% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Image for FT Vest Rising Dividend Achievers Target Income ETF $RDVI Shares Acquired by Harbour Investments Inc.

FT Vest Rising Dividend Achievers Target Income ETF $RDVI Shares Acquired by Harbour Investments Inc.

Harbour Investments Inc. grew its holdings in FT Vest Rising Dividend Achievers Target Income ETF (BATS:RDVI – Free Report) by 6.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Promising Video Game Stocks To Research – May 25th

Promising Video Game Stocks To Research – May 25th

Allied Gaming & Entertainment, Turtle Beach, and Brag House are the three Video Game stocks to watch today, according to MarketBeat’s stock screener tool. “Video game stocks” are shares of publicly traded companies... More of this article »
Image for Legal & General Group Plc Reduces Position in Cencora, Inc. $COR

Legal & General Group Plc Reduces Position in Cencora, Inc. $COR

Legal & General Group Plc lessened its holdings in shares of Cencora, Inc. (NYSE:COR – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Summitry LLC Buys 4,812 Shares of Dollar General Corporation $DG

Summitry LLC Buys 4,812 Shares of Dollar General Corporation $DG

Summitry LLC lifted its stake in shares of Dollar General Corporation (NYSE:DG – Free Report) by 142.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 8,200... More of this article »
Image for Legal & General Group Plc Has $652.95 Million Position in Trane Technologies plc $TT

Legal & General Group Plc Has $652.95 Million Position in Trane Technologies plc $TT

Legal & General Group Plc reduced its stake in shares of Trane Technologies plc (NYSE:TT – Free Report) by 10.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 1,677,671 shares of the company’s stock... More of this article »
Image for Reviewing Middleby (NASDAQ:MIDD) and GEA Group (OTCMKTS:GEAGF)

Reviewing Middleby (NASDAQ:MIDD) and GEA Group (OTCMKTS:GEAGF)

Middleby (NASDAQ:MIDD – Get Free Report) and GEA Group (OTCMKTS:GEAGF – Get Free Report) are both industrials companies, but which is the superior stock? We will compare the two companies based on the strength of their... More of this article »
Image for Legal & General Group Plc Has $415.11 Million Position in The Allstate Corporation $ALL

Legal & General Group Plc Has $415.11 Million Position in The Allstate Corporation $ALL

Legal & General Group Plc reduced its holdings in shares of The Allstate Corporation (NYSE:ALL – Free Report) by 0.8% during the 4th quarter, Holdings Channel.com reports. The fund owned 1,994,304 shares of the insurance... More of this article »
Image for Nasdaq, Inc. $NDAQ Shares Sold by Morningstar Investment Management LLC

Nasdaq, Inc. $NDAQ Shares Sold by Morningstar Investment Management LLC

Morningstar Investment Management LLC lessened its holdings in shares of Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) by 87.7% during the 4th quarter, HoldingsChannel reports. The firm owned 10,611 shares of the financial services... More of this article »
Image for Murphy Pohlad Asset Management LLC Sells 5,210 Shares of Agnico Eagle Mines Limited $AEM

Murphy Pohlad Asset Management LLC Sells 5,210 Shares of Agnico Eagle Mines Limited $AEM

Murphy Pohlad Asset Management LLC reduced its stake in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 9.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 49,679... More of this article »
Image for SBA Communications Corporation $SBAC Shares Sold by Hantz Financial Services Inc.

SBA Communications Corporation $SBAC Shares Sold by Hantz Financial Services Inc.

Hantz Financial Services Inc. lowered its holdings in shares of SBA Communications Corporation (NASDAQ:SBAC – Free Report) by 9.6% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Hantz Financial Services Inc. Sells 6,987 Shares of Garmin Ltd. $GRMN

Hantz Financial Services Inc. Sells 6,987 Shares of Garmin Ltd. $GRMN

Hantz Financial Services Inc. cut its stake in Garmin Ltd. (NYSE:GRMN – Free Report) by 22.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Brown & Brown, Inc. $BRO Shares Sold by Hantz Financial Services Inc.

Brown & Brown, Inc. $BRO Shares Sold by Hantz Financial Services Inc.

Hantz Financial Services Inc. cut its stake in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) by 15.9% in the fourth quarter, Holdings Channel.com reports. The fund owned 66,271 shares of the financial services... More of this article »
Image for New Age Alpha Advisors LLC Buys 13,979 Shares of Piper Sandler Companies $PIPR

New Age Alpha Advisors LLC Buys 13,979 Shares of Piper Sandler Companies $PIPR

New Age Alpha Advisors LLC raised its stake in shares of Piper Sandler Companies (NYSE:PIPR – Free Report) by 1,783.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 14,763 shares of... More of this article »
Image for Jefferies Financial Group Inc. Invests $7.06 Million in Jabil, Inc. $JBL

Jefferies Financial Group Inc. Invests $7.06 Million in Jabil, Inc. $JBL

Jefferies Financial Group Inc. bought a new position in shares of Jabil, Inc. (NYSE:JBL – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 30,965 shares of the technology company’s... More of this article »
Image for Critical Comparison: Hub Cyber Security (NASDAQ:HUBC) versus Wrap Technologies (NASDAQ:WRAP)

Critical Comparison: Hub Cyber Security (NASDAQ:HUBC) versus Wrap Technologies (NASDAQ:WRAP)

Hub Cyber Security (NASDAQ:HUBC – Get Free Report) and Wrap Technologies (NASDAQ:WRAP – Get Free Report) are both small-cap industrials companies, but which is the superior investment? We will contrast the two companies... More of this article »
Image for 85,639 Shares in Solstice Advanced Mat $SOLS Bought by Prospera Financial Services Inc

85,639 Shares in Solstice Advanced Mat $SOLS Bought by Prospera Financial Services Inc

Prospera Financial Services Inc bought a new position in Solstice Advanced Mat (NASDAQ:SOLS – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought... More of this article »
Image for Capital Group Core Balanced ETF $CGBL Shares Acquired by Prospera Financial Services Inc

Capital Group Core Balanced ETF $CGBL Shares Acquired by Prospera Financial Services Inc

Prospera Financial Services Inc lifted its holdings in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 38.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Jefferies Financial Group Inc. Acquires 5,267 Shares of VeriSign, Inc. $VRSN

Jefferies Financial Group Inc. Acquires 5,267 Shares of VeriSign, Inc. $VRSN

Jefferies Financial Group Inc. grew its holdings in VeriSign, Inc. (NASDAQ:VRSN – Free Report) by 47.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for 36,458 Shares in Phillips 66 $PSX Bought by Jefferies Financial Group Inc.

36,458 Shares in Phillips 66 $PSX Bought by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. acquired a new position in shares of Phillips 66 (NYSE:PSX – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Rockwell Automation, Inc. $ROK Shares Purchased by Prospera Financial Services Inc

Rockwell Automation, Inc. $ROK Shares Purchased by Prospera Financial Services Inc

Prospera Financial Services Inc raised its holdings in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 159.4% during the fourth quarter, HoldingsChannel reports. The firm owned 11,684 shares of the industrial products... More of this article »
Image for Ecopetrol (EC) – Research Analysts’ Weekly Ratings Updates

Ecopetrol (EC) – Research Analysts’ Weekly Ratings Updates

A number of firms have modified their ratings and price targets on shares of Ecopetrol (NYSE: EC) recently: 5/23/2026 – Ecopetrol was upgraded by Wall Street Zen from “hold” to “buy”. 5/15/2026 –... More of this article »
Image for Southern Copper (SCCO) – Investment Analysts’ Recent Ratings Changes

Southern Copper (SCCO) – Investment Analysts’ Recent Ratings Changes

A number of research firms have changed their ratings and price targets for Southern Copper (NYSE: SCCO): 5/21/2026 – Southern Copper is now covered by Barclays PLC. They set an “underweight” rating and a $148.00... More of this article »