Home » Author Archive

Image for Wells Fargo & Company $WFC is Leith Wheeler Investment Counsel Ltd.’s 8th Largest Position

Wells Fargo & Company $WFC is Leith Wheeler Investment Counsel Ltd.’s 8th Largest Position

Leith Wheeler Investment Counsel Ltd. reduced its stake in shares of Wells Fargo & Company (NYSE:WFC) by 34.0% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Simplify Asset Management Inc. Grows Holdings in Neurocrine Biosciences, Inc. $NBIX

Simplify Asset Management Inc. Grows Holdings in Neurocrine Biosciences, Inc. $NBIX

Simplify Asset Management Inc. lifted its stake in shares of Neurocrine Biosciences, Inc. (NASDAQ:NBIX – Free Report) by 129.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Montag A & Associates Inc. Purchases 2,233 Shares of Zoom Communications, Inc. $ZM

Montag A & Associates Inc. Purchases 2,233 Shares of Zoom Communications, Inc. $ZM

Montag A & Associates Inc. grew its stake in Zoom Communications, Inc. (NASDAQ:ZM – Free Report) by 5.4% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Nwam LLC Has $19.56 Million Position in Vanguard Growth ETF $VUG

Nwam LLC Has $19.56 Million Position in Vanguard Growth ETF $VUG

Nwam LLC reduced its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 53.9% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Nwam LLC Acquires 221 Shares of International Business Machines Corporation $IBM

Nwam LLC Acquires 221 Shares of International Business Machines Corporation $IBM

Nwam LLC raised its stake in International Business Machines Corporation (NYSE:IBM – Free Report) by 2.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Midland Wealth Advisors LLC Invests $203,000 in Microchip Technology Incorporated $MCHP

Midland Wealth Advisors LLC Invests $203,000 in Microchip Technology Incorporated $MCHP

Midland Wealth Advisors LLC bought a new stake in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) during the second quarter, HoldingsChannel reports. The institutional investor bought 2,887 shares of the semiconductor... More of this article »
Image for Profund Advisors LLC Purchases 1,732 Shares of Atmos Energy Corporation $ATO

Profund Advisors LLC Purchases 1,732 Shares of Atmos Energy Corporation $ATO

Profund Advisors LLC boosted its holdings in shares of Atmos Energy Corporation (NYSE:ATO – Free Report) by 27.7% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Montag A & Associates Inc. Buys 3,993 Shares of Abbott Laboratories $ABT

Montag A & Associates Inc. Buys 3,993 Shares of Abbott Laboratories $ABT

Montag A & Associates Inc. boosted its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 3.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Pembroke Management LTD Raises Position in Watsco, Inc. $WSO

Pembroke Management LTD Raises Position in Watsco, Inc. $WSO

Pembroke Management LTD lifted its stake in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 51.8% during the second quarter, Holdings Channel reports. The fund owned 53,357 shares of the construction company’s stock... More of this article »
Image for STF Management LP Has $1.06 Million Stock Holdings in Starbucks Corporation $SBUX

STF Management LP Has $1.06 Million Stock Holdings in Starbucks Corporation $SBUX

STF Management LP boosted its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 5.6% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 11,556 shares of the... More of this article »
Image for Montag A & Associates Inc. Has $5.17 Million Position in Thermo Fisher Scientific Inc. $TMO

Montag A & Associates Inc. Has $5.17 Million Position in Thermo Fisher Scientific Inc. $TMO

Montag A & Associates Inc. trimmed its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 2.0% during the second quarter, Holdings Channel reports. The firm owned 12,732 shares of the medical research... More of this article »
Image for Pembroke Management LTD Raises Stock Position in Hagerty, Inc. $HGTY

Pembroke Management LTD Raises Stock Position in Hagerty, Inc. $HGTY

Pembroke Management LTD boosted its position in Hagerty, Inc. (NYSE:HGTY – Free Report) by 5.9% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 993,449 shares of the company’s stock after purchasing... More of this article »
Image for PFG Advisors Boosts Holdings in NextEra Energy, Inc. $NEE

PFG Advisors Boosts Holdings in NextEra Energy, Inc. $NEE

PFG Advisors raised its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 4.0% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for PFG Advisors Grows Stake in Bank of America Corporation $BAC

PFG Advisors Grows Stake in Bank of America Corporation $BAC

PFG Advisors grew its holdings in shares of Bank of America Corporation (NYSE:BAC – Free Report) by 12.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Summit Investment Advisors Inc. Lowers Position in The Goldman Sachs Group, Inc. $GS

Summit Investment Advisors Inc. Lowers Position in The Goldman Sachs Group, Inc. $GS

Summit Investment Advisors Inc. trimmed its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 2.8% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Cummins Inc. $CMI Shares Sold by Sound View Wealth Advisors Group LLC

Cummins Inc. $CMI Shares Sold by Sound View Wealth Advisors Group LLC

Sound View Wealth Advisors Group LLC reduced its stake in Cummins Inc. (NYSE:CMI – Free Report) by 10.9% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Robeco Schweiz AG Trims Stake in Ambarella, Inc. $AMBA

Robeco Schweiz AG Trims Stake in Ambarella, Inc. $AMBA

Robeco Schweiz AG lessened its stake in shares of Ambarella, Inc. (NASDAQ:AMBA – Free Report) by 39.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 253,120 shares... More of this article »
Image for Cambridge Nutritional Sciences (LON:CNSL) Announces Quarterly Earnings Results

Cambridge Nutritional Sciences (LON:CNSL) Announces Quarterly Earnings Results

Cambridge Nutritional Sciences (LON:CNSL – Get Free Report) issued its quarterly earnings data on Monday. The company reported GBX (0.20) earnings per share (EPS) for the quarter, Digital Look Earnings reports. Cambridge Nutritional... More of this article »
Image for VanEck Junior Gold Miners ETF $GDXJ is PCG Wealth Advisors LLC’s 10th Largest Position

VanEck Junior Gold Miners ETF $GDXJ is PCG Wealth Advisors LLC’s 10th Largest Position

PCG Wealth Advisors LLC reduced its position in VanEck Junior Gold Miners ETF (NYSEARCA:GDXJ – Free Report) by 23.9% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 71,080 shares of... More of this article »
Image for Mayport LLC Sells 8,319 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Mayport LLC Sells 8,319 Shares of Vanguard Short-Term Tax-Exempt Bond ETF $VTES

Mayport LLC lowered its stake in Vanguard Short-Term Tax-Exempt Bond ETF (NYSEARCA:VTES – Free Report) by 28.7% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Promising Airline Stocks To Research – November 10th

Promising Airline Stocks To Research – November 10th

American Airlines Group, United Airlines, Joby Aviation, Delta Air Lines, and Southwest Airlines are the five Airline stocks to watch today, according to MarketBeat’s stock screener tool. Airline stocks are shares of publicly... More of this article »
Image for Expand Energy Corporation (EXE) to Issue Quarterly Dividend of $0.58 on December 4th

Expand Energy Corporation (EXE) to Issue Quarterly Dividend of $0.58 on December 4th

Expand Energy Corporation (NASDAQ:EXE – Get Free Report) announced a quarterly dividend on Tuesday, October 28th. Investors of record on Thursday, November 13th will be paid a dividend of 0.575 per share on Thursday, December... More of this article »
Image for STF Management LP Raises Position in Intuitive Surgical, Inc. $ISRG

STF Management LP Raises Position in Intuitive Surgical, Inc. $ISRG

STF Management LP lifted its stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 2.5% in the 2nd quarter, HoldingsChannel reports. The firm owned 5,426 shares of the medical equipment provider’s stock after... More of this article »
Image for What is Cormark’s Forecast for Galiano Gold FY2025 Earnings?

What is Cormark’s Forecast for Galiano Gold FY2025 Earnings?

Galiano Gold Inc. (NYSEAMERICAN:GAU – Free Report) – Stock analysts at Cormark cut their FY2025 earnings per share (EPS) estimates for shares of Galiano Gold in a research report issued to clients and investors on Monday,... More of this article »
Image for EMCOR Group, Inc. $EME Shares Sold by Robeco Schweiz AG

EMCOR Group, Inc. $EME Shares Sold by Robeco Schweiz AG

Robeco Schweiz AG cut its stake in EMCOR Group, Inc. (NYSE:EME – Free Report) by 7.5% in the second quarter, Holdings Channel reports. The fund owned 52,897 shares of the construction company’s stock after selling 4,300... More of this article »
Image for Comfort Systems USA, Inc. $FIX Shares Sold by Robeco Schweiz AG

Comfort Systems USA, Inc. $FIX Shares Sold by Robeco Schweiz AG

Robeco Schweiz AG trimmed its position in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 31.7% in the second quarter, HoldingsChannel.com reports. The firm owned 88,278 shares of the construction company’s stock... More of this article »
Image for Illinois Municipal Retirement Fund Increases Holdings in McDonald’s Corporation $MCD

Illinois Municipal Retirement Fund Increases Holdings in McDonald’s Corporation $MCD

Illinois Municipal Retirement Fund raised its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 6.7% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for New England Private Wealth Advisors LLC Has $4.60 Million Position in Freedom 100 Emerging Markets ETF $FRDM

New England Private Wealth Advisors LLC Has $4.60 Million Position in Freedom 100 Emerging Markets ETF $FRDM

New England Private Wealth Advisors LLC increased its position in shares of Freedom 100 Emerging Markets ETF (BATS:FRDM – Free Report) by 1.6% in the second quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Image for Fagan Associates Inc. Boosts Stake in Regeneron Pharmaceuticals, Inc. $REGN

Fagan Associates Inc. Boosts Stake in Regeneron Pharmaceuticals, Inc. $REGN

Fagan Associates Inc. grew its position in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 5.4% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Illinois Municipal Retirement Fund Acquires 726 Shares of Trane Technologies plc $TT

Illinois Municipal Retirement Fund Acquires 726 Shares of Trane Technologies plc $TT

Illinois Municipal Retirement Fund raised its stake in shares of Trane Technologies plc (NYSE:TT – Free Report) by 2.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for iShares Core S&P 500 ETF $IVV Stock Holdings Decreased by Cascade Financial Partners LLC

iShares Core S&P 500 ETF $IVV Stock Holdings Decreased by Cascade Financial Partners LLC

Cascade Financial Partners LLC lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.4% during the second quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for ZEON (ZEON) Market Capitalization Tops $9.52 Million

ZEON (ZEON) Market Capitalization Tops $9.52 Million

ZEON (ZEON) traded up 0% against the US dollar during the 1 day period ending at 7:00 AM Eastern on November 11th. In the last seven days, ZEON has traded up 18.8% against the US dollar. One ZEON token can currently be bought for approximately... More of this article »
Image for GHO 1-Day Trading Volume Tops $1.04 Million (GHO)

GHO 1-Day Trading Volume Tops $1.04 Million (GHO)

GHO (GHO) traded up 0% against the U.S. dollar during the twenty-four hour period ending at 7:00 AM Eastern on November 11th. GHO has a total market capitalization of $301.92 million and $1.04 million worth of GHO was traded on exchanges... More of this article »
Image for aixbt by Virtuals (AIXBT) Price Tops $0.0627 on Exchanges

aixbt by Virtuals (AIXBT) Price Tops $0.0627 on Exchanges

aixbt by Virtuals (AIXBT) traded 7% lower against the dollar during the one day period ending at 7:00 AM Eastern on November 11th. aixbt by Virtuals has a total market cap of $53.68 million and $34.23 million worth of aixbt by Virtuals... More of this article »
Image for TARS AI (TAI) Trading 4.4% Higher  Over Last Week

TARS AI (TAI) Trading 4.4% Higher Over Last Week

TARS AI (TAI) traded down 4.1% against the U.S. dollar during the 1 day period ending at 7:00 AM E.T. on November 11th. During the last seven days, TARS AI has traded up 4.4% against the U.S. dollar. TARS AI has a market capitalization... More of this article »
Image for Mawer Investment Management Ltd. Decreases Stake in Martin Marietta Materials, Inc. $MLM

Mawer Investment Management Ltd. Decreases Stake in Martin Marietta Materials, Inc. $MLM

Mawer Investment Management Ltd. trimmed its holdings in Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) by 1.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Mawer Investment Management Ltd. Purchases New Shares in ARM Holdings PLC Sponsored ADR $ARM

Mawer Investment Management Ltd. Purchases New Shares in ARM Holdings PLC Sponsored ADR $ARM

Mawer Investment Management Ltd. acquired a new position in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Mawer Investment Management Ltd. Cuts Stake in Intercontinental Exchange Inc. $ICE

Mawer Investment Management Ltd. Cuts Stake in Intercontinental Exchange Inc. $ICE

Mawer Investment Management Ltd. trimmed its holdings in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 35.1% in the second quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Image for Mawer Investment Management Ltd. Reduces Stake in Barrett Business Services, Inc. $BBSI

Mawer Investment Management Ltd. Reduces Stake in Barrett Business Services, Inc. $BBSI

Mawer Investment Management Ltd. cut its holdings in shares of Barrett Business Services, Inc. (NASDAQ:BBSI – Free Report) by 0.7% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Lakeridge Wealth Management LLC Has $695,000 Position in Dimensional US Core Equity Market ETF $DFAU

Lakeridge Wealth Management LLC Has $695,000 Position in Dimensional US Core Equity Market ETF $DFAU

Lakeridge Wealth Management LLC lessened its holdings in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 45.3% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Los Angeles Capital Management LLC Has $4.05 Million Stake in Cognizant Technology Solutions Corporation $CTSH

Los Angeles Capital Management LLC Has $4.05 Million Stake in Cognizant Technology Solutions Corporation $CTSH

Los Angeles Capital Management LLC increased its position in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH – Free Report) by 1.3% in the 2nd quarter, according to the company in its most recent 13F filing... More of this article »
Image for King Luther Capital Management Corp Decreases Stock Position in Prologis, Inc. $PLD

King Luther Capital Management Corp Decreases Stock Position in Prologis, Inc. $PLD

King Luther Capital Management Corp lessened its stake in Prologis, Inc. (NYSE:PLD – Free Report) by 18.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for State Street Corporation $STT Stock Position Reduced by King Luther Capital Management Corp

State Street Corporation $STT Stock Position Reduced by King Luther Capital Management Corp

King Luther Capital Management Corp lessened its stake in State Street Corporation (NYSE:STT – Free Report) by 3.4% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for King Luther Capital Management Corp Sells 1,935 Shares of Webster Financial Corporation $WBS

King Luther Capital Management Corp Sells 1,935 Shares of Webster Financial Corporation $WBS

King Luther Capital Management Corp trimmed its holdings in shares of Webster Financial Corporation (NYSE:WBS – Free Report) by 1.9% in the second quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for VanEck Semiconductor ETF $SMH Shares Acquired by Nwam LLC

VanEck Semiconductor ETF $SMH Shares Acquired by Nwam LLC

Nwam LLC increased its position in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 8.3% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 12,387 shares... More of this article »
Image for Dimensional U.S. Core Equity 2 ETF $DFAC Shares Purchased by Nwam LLC

Dimensional U.S. Core Equity 2 ETF $DFAC Shares Purchased by Nwam LLC

Nwam LLC grew its position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 6.8% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Nwam LLC Purchases 781 Shares of Invesco S&P 500 GARP ETF $SPGP

Nwam LLC Purchases 781 Shares of Invesco S&P 500 GARP ETF $SPGP

Nwam LLC grew its position in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 3.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,858... More of this article »
Image for ProShare Advisors LLC Buys 87,163 Shares of Kraft Heinz Company $KHC

ProShare Advisors LLC Buys 87,163 Shares of Kraft Heinz Company $KHC

ProShare Advisors LLC boosted its position in shares of Kraft Heinz Company (NASDAQ:KHC – Free Report) by 5.1% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Versarien (LON:VRS) Trading Down 16.7%  – Here’s Why

Versarien (LON:VRS) Trading Down 16.7% – Here’s Why

Versarien plc (LON:VRS – Get Free Report)’s share price was down 16.7% on Tuesday . The stock traded as low as GBX 0.01 and last traded at GBX 0.01. Approximately 40,227,449 shares changed hands during mid-day trading,... More of this article »
Image for TotalEnergies (NYSE:TTE) versus Valero Energy (NYSE:VLO) Financial Survey

TotalEnergies (NYSE:TTE) versus Valero Energy (NYSE:VLO) Financial Survey

Valero Energy (NYSE:VLO – Get Free Report) and TotalEnergies (NYSE:TTE – Get Free Report) are both large-cap energy companies, but which is the better stock? We will contrast the two businesses based on the strength of... More of this article »