Home » Author Archive

Image for Vanguard Small-Cap Value ETF $VBR Shares Bought by Capital Wealth Management LLC

Vanguard Small-Cap Value ETF $VBR Shares Bought by Capital Wealth Management LLC

Capital Wealth Management LLC increased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 6.8% during the first quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Kirr Marbach & Co. LLC IN Increases Stock Holdings in Canadian Pacific Kansas City Limited $CP

Kirr Marbach & Co. LLC IN Increases Stock Holdings in Canadian Pacific Kansas City Limited $CP

Kirr Marbach & Co. LLC IN boosted its stake in Canadian Pacific Kansas City Limited (NYSE:CP – Free Report) (TSE:CP) by 4.1% during the 1st quarter, HoldingsChannel.com reports. The fund owned 171,095 shares of the transportation... More of this article »
Image for Investment Advisory Services Inc. TX ADV Acquires 29,840 Shares of Fidelity Enhanced Small Cap ETF $FESM

Investment Advisory Services Inc. TX ADV Acquires 29,840 Shares of Fidelity Enhanced Small Cap ETF $FESM

Investment Advisory Services Inc. TX ADV raised its holdings in Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM – Free Report) by 60.9% during the first quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Globus Medical, Inc. $GMED Shares Acquired by SG Americas Securities LLC

Globus Medical, Inc. $GMED Shares Acquired by SG Americas Securities LLC

SG Americas Securities LLC increased its holdings in shares of Globus Medical, Inc. (NYSE:GMED – Free Report) by 241.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Prentice Wealth Management LLC Grows Holdings in Capital Group Municipal High-Income ETF $CGHM

Prentice Wealth Management LLC Grows Holdings in Capital Group Municipal High-Income ETF $CGHM

Prentice Wealth Management LLC boosted its position in Capital Group Municipal High-Income ETF (NYSEARCA:CGHM – Free Report) by 21.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 207,443... More of this article »
Image for Liberty Latin America (NASDAQ:LILA) CEO Balan Nair Purchases 164,914 Shares of Stock

Liberty Latin America (NASDAQ:LILA) CEO Balan Nair Purchases 164,914 Shares of Stock

Liberty Latin America Ltd. (NASDAQ:LILA – Get Free Report) CEO Balan Nair acquired 164,914 shares of the company’s stock in a transaction on Thursday, June 18th. The stock was bought at an average cost of $6.07 per share,... More of this article »
Image for Assurant (NYSE:AIZ) EVP Robert Lonergan Sells 7,000 Shares of Stock

Assurant (NYSE:AIZ) EVP Robert Lonergan Sells 7,000 Shares of Stock

Assurant, Inc. (NYSE:AIZ – Get Free Report) EVP Robert Lonergan sold 7,000 shares of the stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $262.71, for a total value of $1,838,970.00.... More of this article »
Image for Crescent Biopharma (NASDAQ:CBIO) CEO Joshua Brumm Sells 42,305 Shares

Crescent Biopharma (NASDAQ:CBIO) CEO Joshua Brumm Sells 42,305 Shares

Crescent Biopharma, Inc. (NASDAQ:CBIO – Get Free Report) CEO Joshua Brumm sold 42,305 shares of the business’s stock in a transaction that occurred on Monday, June 22nd. The shares were sold at an average price of $17.99,... More of this article »
Image for Pacer Advisors Inc. Reduces Stock Position in ScanSource, Inc. $SCSC

Pacer Advisors Inc. Reduces Stock Position in ScanSource, Inc. $SCSC

Pacer Advisors Inc. cut its stake in ScanSource, Inc. (NASDAQ:SCSC – Free Report) by 26.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 77,086 shares of the industrial products company’s stock after... More of this article »
Image for Ingersoll Rand Inc. $IR Shares Sold by Hsbc Holdings PLC

Ingersoll Rand Inc. $IR Shares Sold by Hsbc Holdings PLC

Hsbc Holdings PLC lowered its stake in shares of Ingersoll Rand Inc. (NYSE:IR – Free Report) by 4.0% during the fourth quarter, Holdings Channel reports. The firm owned 675,540 shares of the industrial products company’s... More of this article »
Image for Ziff Davis, Inc. $ZD Shares Acquired by Brave Asset Management Inc.

Ziff Davis, Inc. $ZD Shares Acquired by Brave Asset Management Inc.

Brave Asset Management Inc. lifted its position in shares of Ziff Davis, Inc. (NASDAQ:ZD – Free Report) by 11.9% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 470,282 shares of... More of this article »
Image for Certified Advisory Corp Raises Position in Avantis Emerging Markets Equity ETF $AVEM

Certified Advisory Corp Raises Position in Avantis Emerging Markets Equity ETF $AVEM

Certified Advisory Corp lifted its holdings in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 5.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 131,317 shares of the company’s... More of this article »
Image for Cache Advisors LLC Invests $662,000 in Texas Instruments Incorporated $TXN

Cache Advisors LLC Invests $662,000 in Texas Instruments Incorporated $TXN

Cache Advisors LLC bought a new position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the 1st quarter, Holdings Channel reports. The fund bought 3,408 shares of the semiconductor company’s stock,... More of this article »
Image for Vanguard Mega Cap ETF $MGC Position Increased by Certified Advisory Corp

Vanguard Mega Cap ETF $MGC Position Increased by Certified Advisory Corp

Certified Advisory Corp grew its position in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 26.8% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 12,461 shares of the company’s... More of this article »
Image for Financial Comparison: BridgeBio Oncology Therapeutics (BBOT) & Its Peers

Financial Comparison: BridgeBio Oncology Therapeutics (BBOT) & Its Peers

BridgeBio Oncology Therapeutics (NASDAQ:BBOT – Get Free Report) is one of 331 publicly-traded companies in the “Investment Offices” industry, but how does it contrast to its competitors? We will compare BridgeBio... More of this article »
Image for Hsbc Holdings PLC Cuts Stock Position in Invesco S&P 500 Equal Weight ETF $RSP

Hsbc Holdings PLC Cuts Stock Position in Invesco S&P 500 Equal Weight ETF $RSP

Hsbc Holdings PLC lessened its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 19.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 269,858... More of this article »
Image for Aviva Mcpherron Sells 3,670 Shares of Orthofix Medical (NASDAQ:OFIX) Stock

Aviva Mcpherron Sells 3,670 Shares of Orthofix Medical (NASDAQ:OFIX) Stock

Orthofix Medical Inc. (NASDAQ:OFIX – Get Free Report) insider Aviva Mcpherron sold 3,670 shares of the company’s stock in a transaction dated Thursday, June 18th. The shares were sold at an average price of $9.38, for a... More of this article »
Image for Dimensional U.S. Core Equity 2 ETF $DFAC Position Trimmed by Rockefeller Capital Management L.P.

Dimensional U.S. Core Equity 2 ETF $DFAC Position Trimmed by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. trimmed its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 22.3% during the fourth quarter, Holdings Channel reports. The firm owned 402,832 shares... More of this article »
Image for Rockefeller Capital Management L.P. Sells 14,647 Shares of American Water Works Company, Inc. $AWK

Rockefeller Capital Management L.P. Sells 14,647 Shares of American Water Works Company, Inc. $AWK

Rockefeller Capital Management L.P. lowered its holdings in shares of American Water Works Company, Inc. (NYSE:AWK – Free Report) by 9.6% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Triple Flag Precious Metals Corp. (NYSE:TFPM) Receives Average Rating of “Moderate Buy” from Brokerages

Triple Flag Precious Metals Corp. (NYSE:TFPM) Receives Average Rating of “Moderate Buy” from Brokerages

Triple Flag Precious Metals Corp. (NYSE:TFPM – Get Free Report) has received an average rating of “Moderate Buy” from the eight analysts that are presently covering the company, MarketBeat Ratings reports. Three... More of this article »
Image for Consilium Wealth Advisory LLC Makes New $822,000 Investment in Sandisk Corporation $SNDK

Consilium Wealth Advisory LLC Makes New $822,000 Investment in Sandisk Corporation $SNDK

Consilium Wealth Advisory LLC purchased a new position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) during the first quarter, Holdings Channel reports. The institutional investor purchased 1,294 shares of the... More of this article »
Image for Fortis $FTS is Cidel Asset Management Inc.’s 4th Largest Position

Fortis $FTS is Cidel Asset Management Inc.’s 4th Largest Position

Cidel Asset Management Inc. lifted its holdings in Fortis (NYSE:FTS – Free Report) by 82.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 981,216 shares of the utilities provider’s stock after buying... More of this article »
Image for 8,091 Shares in Hubbell Inc $HUBB Purchased by Cidel Asset Management Inc.

8,091 Shares in Hubbell Inc $HUBB Purchased by Cidel Asset Management Inc.

Cidel Asset Management Inc. purchased a new stake in shares of Hubbell Inc (NYSE:HUBB – Free Report) in the 1st quarter, HoldingsChannel.com reports. The firm purchased 8,091 shares of the industrial products company’s... More of this article »
Image for Faithward Advisors LLC Buys 16,440 Shares of Vanguard Total Bond Market ETF $BND

Faithward Advisors LLC Buys 16,440 Shares of Vanguard Total Bond Market ETF $BND

Faithward Advisors LLC raised its stake in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 16.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Faithward Advisors LLC Purchases 6,104 Shares of Waste Management, Inc. $WM

Faithward Advisors LLC Purchases 6,104 Shares of Waste Management, Inc. $WM

Faithward Advisors LLC lifted its holdings in Waste Management, Inc. (NYSE:WM – Free Report) by 132.5% during the first quarter, HoldingsChannel reports. The firm owned 10,712 shares of the business services provider’s... More of this article »
Image for Corient Private Wealth LLC Boosts Stock Holdings in eBay Inc. $EBAY

Corient Private Wealth LLC Boosts Stock Holdings in eBay Inc. $EBAY

Corient Private Wealth LLC boosted its position in shares of eBay Inc. (NASDAQ:EBAY – Free Report) by 33.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 193,913 shares of the e-commerce... More of this article »
Image for Corient Private Wealth LLC Has $12.29 Million Stock Holdings in Invesco Aerospace & Defense ETF $PPA

Corient Private Wealth LLC Has $12.29 Million Stock Holdings in Invesco Aerospace & Defense ETF $PPA

Corient Private Wealth LLC decreased its position in shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 45.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 78,491... More of this article »
Image for CENTRAL TRUST Co Has $29.70 Million Stock Holdings in BNY Mellon Core Bond ETF $BKAG

CENTRAL TRUST Co Has $29.70 Million Stock Holdings in BNY Mellon Core Bond ETF $BKAG

CENTRAL TRUST Co grew its holdings in BNY Mellon Core Bond ETF (NYSEARCA:BKAG – Free Report) by 10.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 703,812 shares of... More of this article »
Image for Greenpro Capital (NASDAQ:GRNQ)  Shares Down 1.2%   – What’s Next?

Greenpro Capital (NASDAQ:GRNQ) Shares Down 1.2% – What’s Next?

Greenpro Capital Corp. (NASDAQ:GRNQ – Get Free Report) dropped 1.2% on Tuesday . The company traded as low as $1.54 and last traded at $1.5406. Approximately 13,241 shares were traded during mid-day trading, a decline of 72%... More of this article »
Image for TAG Immobilien (ETR:TEG) Stock Price Up 0.4%  – Here’s What Happened

TAG Immobilien (ETR:TEG) Stock Price Up 0.4% – Here’s What Happened

TAG Immobilien AG (ETR:TEG – Get Free Report)’s stock price traded up 0.4% on Tuesday . The company traded as high as €13.56 and last traded at €13.54. 366,813 shares were traded during mid-day trading, a decline of... More of this article »
Image for Novacyt (LON:NCYT) Stock Price Down 2.7%  – Should You Sell?

Novacyt (LON:NCYT) Stock Price Down 2.7% – Should You Sell?

Novacyt S.A. (LON:NCYT – Get Free Report)’s share price fell 2.7% during trading on Tuesday . The stock traded as low as GBX 33 and last traded at GBX 33. 73,397 shares changed hands during trading, a decline of 68% from... More of this article »
Image for Hikma Pharmaceuticals (OTCMKTS:HKMPY) Trading 2% Higher   – Here’s What Happened

Hikma Pharmaceuticals (OTCMKTS:HKMPY) Trading 2% Higher – Here’s What Happened

Hikma Pharmaceuticals PLC (OTCMKTS:HKMPY – Get Free Report) shot up 2% during trading on Tuesday . The company traded as high as $39.8270 and last traded at $39.8270. Approximately 401 shares were traded during mid-day trading,... More of this article »
Image for Plateau Energy Metals (CVE:PLU)  Shares Down 3%   – Here’s What Happened

Plateau Energy Metals (CVE:PLU) Shares Down 3% – Here’s What Happened

Plateau Energy Metals Inc. (CVE:PLU – Get Free Report)’s share price dropped 3% during trading on Tuesday . The company traded as low as C$0.64 and last traded at C$0.65. Approximately 1,237,383 shares traded hands during... More of this article »
Image for Nuveen AMT-Free Municipal Value Fund (NYSE:NUW)  Shares Down 0.2%   – Should You Sell?

Nuveen AMT-Free Municipal Value Fund (NYSE:NUW) Shares Down 0.2% – Should You Sell?

Nuveen AMT-Free Municipal Value Fund (NYSE:NUW – Get Free Report)’s stock price was down 0.2% on Tuesday . The stock traded as low as $14.17 and last traded at $14.24. 15,432 shares traded hands during trading, a decline... More of this article »
Image for Cordoba Minerals (CVE:CDB) Shares Up 2%  – Time to Buy?

Cordoba Minerals (CVE:CDB) Shares Up 2% – Time to Buy?

Cordoba Minerals Corp. (CVE:CDB – Get Free Report)’s stock price was up 2% during trading on Tuesday . The stock traded as high as C$0.26 and last traded at C$0.26. 18,545 shares were traded during mid-day trading, a decline... More of this article »
Image for QinetiQ Group (OTCMKTS:QNTQY)  Shares Down 0.9%   – What’s Next?

QinetiQ Group (OTCMKTS:QNTQY) Shares Down 0.9% – What’s Next?

QinetiQ Group plc (OTCMKTS:QNTQY – Get Free Report) shares traded down 0.9% during mid-day trading on Tuesday . The stock traded as low as $22.34 and last traded at $22.75. Approximately 3,393 shares were traded during mid-day... More of this article »
Image for Bio-Rad Laboratories (NYSE:BIO.B) Trading Down 4.7%  – Here’s What Happened

Bio-Rad Laboratories (NYSE:BIO.B) Trading Down 4.7% – Here’s What Happened

Bio-Rad Laboratories, Inc. (NYSE:BIO.B – Get Free Report) traded down 4.7% on Tuesday . The stock traded as low as $289.23 and last traded at $290.00. Approximately 818 shares traded hands during trading, an increase of 5,282%... More of this article »
Image for Critical Survey: Culture Medium (OTCMKTS:UPIN) versus Stem (NYSE:STEM)

Critical Survey: Culture Medium (OTCMKTS:UPIN) versus Stem (NYSE:STEM)

Culture Medium (OTCMKTS:UPIN – Get Free Report) and Stem (NYSE:STEM – Get Free Report) are both computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength... More of this article »
Image for SoFi Technologies (NASDAQ:SOFI) EVP Sells $190,051.90 in Stock

SoFi Technologies (NASDAQ:SOFI) EVP Sells $190,051.90 in Stock

SoFi Technologies, Inc. (NASDAQ:SOFI – Get Free Report) EVP Kelli Keough sold 10,954 shares of SoFi Technologies stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $17.35, for a total value... More of this article »
Image for BigBear.ai (NYSE:BBAI)  Shares Down 1.6%   – Here’s Why

BigBear.ai (NYSE:BBAI) Shares Down 1.6% – Here’s Why

BigBear.ai Holdings, Inc. (NYSE:BBAI – Get Free Report) shares traded down 1.6% during trading on Tuesday . The company traded as low as $3.76 and last traded at $3.77. 25,911,085 shares traded hands during trading, a decline... More of this article »
Image for Super Micro Computer (NASDAQ:SMCI) Stock Price Down 6%  – What’s Next?

Super Micro Computer (NASDAQ:SMCI) Stock Price Down 6% – What’s Next?

Super Micro Computer, Inc. (NASDAQ:SMCI – Get Free Report)’s share price was down 6% during trading on Tuesday . The company traded as low as $32.81 and last traded at $33.32. 59,439,134 shares were traded during trading,... More of this article »
Image for Sandisk (NASDAQ:SNDK) Trading Down 13.6%  – Time to Sell?

Sandisk (NASDAQ:SNDK) Trading Down 13.6% – Time to Sell?

Sandisk Corporation (NASDAQ:SNDK – Get Free Report)’s stock price traded down 13.6% during mid-day trading on Tuesday . The stock traded as low as $1,949.96 and last traded at $1,963.60. Approximately 12,588,784 shares... More of this article »
Image for AbbVie (NYSE:ABBV) Stock Price Up 2.2%  – Time to Buy?

AbbVie (NYSE:ABBV) Stock Price Up 2.2% – Time to Buy?

AbbVie Inc. (NYSE:ABBV – Get Free Report) rose 2.2% on Tuesday . The stock traded as high as $235.31 and last traded at $235.04. Approximately 7,182,460 shares were traded during mid-day trading, an increase of 6% from the average... More of this article »
Image for Salesforce (NYSE:CRM) Trading 2.1% Higher   – What’s Next?

Salesforce (NYSE:CRM) Trading 2.1% Higher – What’s Next?

Salesforce Inc. (NYSE:CRM – Get Free Report) traded up 2.1% during mid-day trading on Tuesday . The stock traded as high as $155.18 and last traded at $153.27. 20,012,849 shares changed hands during mid-day trading, an increase... More of this article »
Image for Redwire (NYSE:RDW) Trading Down 6.3%  – Should You Sell?

Redwire (NYSE:RDW) Trading Down 6.3% – Should You Sell?

Shares of Redwire Corporation (NYSE:RDW – Get Free Report) were down 6.3% during trading on Tuesday . The company traded as low as $12.20 and last traded at $12.20. Approximately 26,706,038 shares traded hands during mid-day... More of this article »
Image for IonQ (NYSE:IONQ) Stock Price Down 1.2% Following Insider Selling

IonQ (NYSE:IONQ) Stock Price Down 1.2% Following Insider Selling

IonQ, Inc. (NYSE:IONQ – Get Free Report) shares were down 1.2% during trading on Tuesday following insider selling activity. The company traded as low as $56.00 and last traded at $57.61. 26,694,795 shares traded hands during... More of this article »
Image for Weekly Investment Analysts’ Ratings Changes for Graham (GHM)

Weekly Investment Analysts’ Ratings Changes for Graham (GHM)

Several analysts have recently updated their ratings and price targets for Graham (NYSE: GHM): 6/23/2026 – Graham had its price target raised by Northland Securities from $111.00 to $135.00. They now have an “outperform”... More of this article »
Image for TC Energy (TSE:TRP) Reaches New 12-Month High  – What’s Next?

TC Energy (TSE:TRP) Reaches New 12-Month High – What’s Next?

TC Energy Co. (TSE:TRP – Get Free Report) (NYSE:TRP)’s stock price reached a new 52-week high on Tuesday . The company traded as high as C$98.73 and last traded at C$98.73, with a volume of 7322393 shares changing hands.... More of this article »
Image for Bank of America (NYSE:BAC) Sets New 12-Month High  – Time to Buy?

Bank of America (NYSE:BAC) Sets New 12-Month High – Time to Buy?

Bank of America Corporation (NYSE:BAC)’s stock price hit a new 52-week high during mid-day trading on Tuesday . The stock traded as high as $58.01 and last traded at $57.97, with a volume of 29775488 shares. The stock had previously... More of this article »
Image for KB Home (NYSE:KBH) Issues Quarterly Earnings Results

KB Home (NYSE:KBH) Issues Quarterly Earnings Results

KB Home (NYSE:KBH – Get Free Report) announced its quarterly earnings data on Tuesday. The construction company reported $0.43 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.44 by... More of this article »