Home » Author Archive

Image for Armbruster Capital Management Inc. Lowers Stake in Invesco S&P 500 Pure Value ETF (NYSEARCA:RPV)

Armbruster Capital Management Inc. Lowers Stake in Invesco S&P 500 Pure Value ETF (NYSEARCA:RPV)

Armbruster Capital Management Inc. trimmed its holdings in shares of Invesco S&P 500 Pure Value ETF (NYSEARCA:RPV – Free Report) by 1.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Image for Capital Asset Advisory Services LLC Has $5.60 Million Position in First Trust Low Duration Strategic Focus ETF (NASDAQ:LDSF)

Capital Asset Advisory Services LLC Has $5.60 Million Position in First Trust Low Duration Strategic Focus ETF (NASDAQ:LDSF)

Capital Asset Advisory Services LLC lessened its stake in First Trust Low Duration Strategic Focus ETF (NASDAQ:LDSF – Free Report) by 0.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 298,388... More of this article »
Image for Narwhal Capital Management Cuts Holdings in Analog Devices, Inc. (NASDAQ:ADI)

Narwhal Capital Management Cuts Holdings in Analog Devices, Inc. (NASDAQ:ADI)

Narwhal Capital Management reduced its position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 1.8% during the 4th quarter, HoldingsChannel reports. The fund owned 44,249 shares of the semiconductor company’s... More of this article »
Image for CX Institutional Buys 710 Shares of DuPont de Nemours, Inc. (NYSE:DD)

CX Institutional Buys 710 Shares of DuPont de Nemours, Inc. (NYSE:DD)

CX Institutional increased its holdings in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 20.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 4,259 shares of the basic materials... More of this article »
Image for ETF Portfolio Partners Inc. Makes New Investment in Nuveen ESG Large-Cap Growth ETF (BATS:NULG)

ETF Portfolio Partners Inc. Makes New Investment in Nuveen ESG Large-Cap Growth ETF (BATS:NULG)

ETF Portfolio Partners Inc. bought a new position in shares of Nuveen ESG Large-Cap Growth ETF (BATS:NULG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Tennessee Valley Asset Management Partners Buys 395 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Tennessee Valley Asset Management Partners Buys 395 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Tennessee Valley Asset Management Partners increased its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 15.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for E Fund Management Hong Kong Co. Ltd. Purchases Shares of 3,725 Amer Sports, Inc. (NYSE:AS)

E Fund Management Hong Kong Co. Ltd. Purchases Shares of 3,725 Amer Sports, Inc. (NYSE:AS)

E Fund Management Hong Kong Co. Ltd. acquired a new position in Amer Sports, Inc. (NYSE:AS – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Geneos Wealth Management Inc. Decreases Stock Holdings in Micron Technology, Inc. (NASDAQ:MU)

Geneos Wealth Management Inc. Decreases Stock Holdings in Micron Technology, Inc. (NASDAQ:MU)

Geneos Wealth Management Inc. cut its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 25.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Petix & Botte Co

iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Shares Sold by Petix & Botte Co

Petix & Botte Co lessened its position in iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 24.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 49,282 shares of the... More of this article »
Image for Crescent Grove Advisors LLC Cuts Stock Holdings in ARK Fintech Innovation ETF (NYSEARCA:ARKF)

Crescent Grove Advisors LLC Cuts Stock Holdings in ARK Fintech Innovation ETF (NYSEARCA:ARKF)

Crescent Grove Advisors LLC decreased its holdings in shares of ARK Fintech Innovation ETF (NYSEARCA:ARKF – Free Report) by 11.7% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 7,352... More of this article »
Image for Archford Capital Strategies LLC Sells 11,602 Shares of Global X Cybersecurity ETF (NASDAQ:BUG)

Archford Capital Strategies LLC Sells 11,602 Shares of Global X Cybersecurity ETF (NASDAQ:BUG)

Archford Capital Strategies LLC cut its stake in Global X Cybersecurity ETF (NASDAQ:BUG – Free Report) by 50.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Linden Thomas Advisory Services LLC Cuts Holdings in Huntsman Co. (NYSE:HUN)

Linden Thomas Advisory Services LLC Cuts Holdings in Huntsman Co. (NYSE:HUN)

Linden Thomas Advisory Services LLC trimmed its holdings in shares of Huntsman Co. (NYSE:HUN – Free Report) by 3.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 21,039 shares of the basic materials company’s... More of this article »
Image for Fifth Third Bancorp Decreases Stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR)

Fifth Third Bancorp Decreases Stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR)

Fifth Third Bancorp lessened its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 20.7% in the fourth quarter, HoldingsChannel.com reports. The firm owned 7,234 shares of the semiconductor company’s... More of this article »
Image for DGS Capital Management LLC Grows Holdings in The Procter & Gamble Company (NYSE:PG)

DGS Capital Management LLC Grows Holdings in The Procter & Gamble Company (NYSE:PG)

DGS Capital Management LLC boosted its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 16.3% during the 4th quarter, HoldingsChannel reports. The firm owned 1,793 shares of the company’s... More of this article »
Image for Bilibili Inc. (NASDAQ:BILI) Given Average Rating of “Moderate Buy” by Brokerages

Bilibili Inc. (NASDAQ:BILI) Given Average Rating of “Moderate Buy” by Brokerages

Bilibili Inc. (NASDAQ:BILI – Get Free Report) has earned an average recommendation of “Moderate Buy” from the fourteen research firms that are currently covering the stock, MarketBeat reports. Three research analysts... More of this article »
Image for Himax Technologies (NASDAQ:HIMX) and GCT Semiconductor (NYSE:GCTS) Head to Head Survey

Himax Technologies (NASDAQ:HIMX) and GCT Semiconductor (NYSE:GCTS) Head to Head Survey

GCT Semiconductor (NYSE:GCTS – Get Free Report) and Himax Technologies (NASDAQ:HIMX – Get Free Report) are both computer and technology companies, but which is the superior investment? We will contrast the two companies... More of this article »
Image for Coursera (NYSE:COUR) and FalconStor Software (OTCMKTS:FALC) Head to Head Survey

Coursera (NYSE:COUR) and FalconStor Software (OTCMKTS:FALC) Head to Head Survey

FalconStor Software (OTCMKTS:FALC – Get Free Report) and Coursera (NYSE:COUR – Get Free Report) are both small-cap computer and technology companies, but which is the better investment? We will contrast the two businesses... More of this article »
Image for Kimberly-Clark (KMB) Projected to Post Earnings on Tuesday

Kimberly-Clark (KMB) Projected to Post Earnings on Tuesday

Kimberly-Clark (NYSE:KMB – Get Free Report) is projected to post its quarterly earnings results before the market opens on Tuesday, January 28th. Analysts expect Kimberly-Clark to post earnings of $1.50 per share and revenue... More of this article »
Image for Netflix, Inc. (NASDAQ:NFLX) Shares Bought by Park Edge Advisors LLC

Netflix, Inc. (NASDAQ:NFLX) Shares Bought by Park Edge Advisors LLC

Park Edge Advisors LLC raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Newcrest Mining (OTCMKTS:NCMGY) Stock Price Crosses Below 50-Day Moving Average   – Time to Sell?

Newcrest Mining (OTCMKTS:NCMGY) Stock Price Crosses Below 50-Day Moving Average – Time to Sell?

Newcrest Mining Limited (OTCMKTS:NCMGY – Get Free Report) crossed below its fifty day moving average during trading on Friday . The stock has a fifty day moving average of $15.59 and traded as low as $15.38. Newcrest Mining shares... More of this article »
Image for 13,405 Shares in iShares Bitcoin Trust (NASDAQ:IBIT) Acquired by Brighton Jones LLC

13,405 Shares in iShares Bitcoin Trust (NASDAQ:IBIT) Acquired by Brighton Jones LLC

Brighton Jones LLC purchased a new position in shares of iShares Bitcoin Trust (NASDAQ:IBIT – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Precedent Wealth Partners LLC Purchases 172 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Precedent Wealth Partners LLC Purchases 172 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)

Precedent Wealth Partners LLC raised its holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 4.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 3,682... More of this article »
Image for Team Hewins LLC Purchases Shares of 8,158 Vanguard Value ETF (NYSEARCA:VTV)

Team Hewins LLC Purchases Shares of 8,158 Vanguard Value ETF (NYSEARCA:VTV)

Team Hewins LLC acquired a new position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) during the fourth quarter, Holdings Channel reports. The firm acquired 8,158 shares of the company’s stock, valued at approximately... More of this article »
Image for LexAurum Advisors LLC Acquires 915 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

LexAurum Advisors LLC Acquires 915 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

LexAurum Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 45.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for IQVIA Holdings Inc. (NYSE:IQV) Stake Boosted by Regatta Capital Group LLC

IQVIA Holdings Inc. (NYSE:IQV) Stake Boosted by Regatta Capital Group LLC

Regatta Capital Group LLC increased its position in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 4.7% in the 4th quarter, Holdings Channel.com reports. The fund owned 2,166 shares of the medical research company’s... More of this article »
Image for Jamison Private Wealth Management Inc. Acquires 237 Shares of Caterpillar Inc. (NYSE:CAT)

Jamison Private Wealth Management Inc. Acquires 237 Shares of Caterpillar Inc. (NYSE:CAT)

Jamison Private Wealth Management Inc. raised its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 0.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 33,273 shares of the industrial products company’s... More of this article »
Image for Requisite Capital Management LLC Sells 100 Shares of Amgen Inc. (NASDAQ:AMGN)

Requisite Capital Management LLC Sells 100 Shares of Amgen Inc. (NASDAQ:AMGN)

Requisite Capital Management LLC decreased its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 8.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Grimes & Company Inc. Boosts Stake in Vanguard Value ETF (NYSEARCA:VTV)

Grimes & Company Inc. Boosts Stake in Vanguard Value ETF (NYSEARCA:VTV)

Grimes & Company Inc. grew its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 7.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Cypress Point Wealth Management LLC Sells 2,821 Shares of iShares Global REIT ETF (NYSEARCA:REET)

Cypress Point Wealth Management LLC Sells 2,821 Shares of iShares Global REIT ETF (NYSEARCA:REET)

Cypress Point Wealth Management LLC decreased its holdings in iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 20.3% in the fourth quarter, Holdings Channel reports. The fund owned 11,078 shares of the company’s... More of this article »
Image for Marshall Financial Group LLC Buys 328 Shares of Agilent Technologies, Inc. (NYSE:A)

Marshall Financial Group LLC Buys 328 Shares of Agilent Technologies, Inc. (NYSE:A)

Marshall Financial Group LLC raised its stake in Agilent Technologies, Inc. (NYSE:A – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Smith Chas P & Associates PA Cpas Grows Stock Position in Adobe Inc. (NASDAQ:ADBE)

Smith Chas P & Associates PA Cpas Grows Stock Position in Adobe Inc. (NASDAQ:ADBE)

Smith Chas P & Associates PA Cpas increased its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 38.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,800 shares of the software... More of this article »
Image for JPMorgan US Quality Factor ETF (NYSEARCA:JQUA) Stock Position Raised by Andina Capital Management LLC

JPMorgan US Quality Factor ETF (NYSEARCA:JQUA) Stock Position Raised by Andina Capital Management LLC

Andina Capital Management LLC lifted its position in JPMorgan US Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 53.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Avaii Wealth Management LLC Acquires 498 Shares of AB High Yield ETF (NYSEARCA:HYFI)

Avaii Wealth Management LLC Acquires 498 Shares of AB High Yield ETF (NYSEARCA:HYFI)

Avaii Wealth Management LLC raised its holdings in shares of AB High Yield ETF (NYSEARCA:HYFI – Free Report) by 3.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 15,132 shares of the company’s stock... More of this article »
Image for Applied Capital LLC FL Cuts Position in Cummins Inc. (NYSE:CMI)

Applied Capital LLC FL Cuts Position in Cummins Inc. (NYSE:CMI)

Applied Capital LLC FL lowered its holdings in shares of Cummins Inc. (NYSE:CMI – Free Report) by 0.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for Crescent Grove Advisors LLC Raises Stake in Angel Oak Income ETF (NASDAQ:CARY)

Crescent Grove Advisors LLC Raises Stake in Angel Oak Income ETF (NASDAQ:CARY)

Crescent Grove Advisors LLC increased its stake in shares of Angel Oak Income ETF (NASDAQ:CARY – Free Report) by 7.3% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 541,504 shares of the... More of this article »
Image for KFG Wealth Management LLC Buys 13,206 Shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

KFG Wealth Management LLC Buys 13,206 Shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR)

KFG Wealth Management LLC raised its stake in shares of Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) by 41.2% during the fourth quarter, Holdings Channel reports. The firm owned 45,225 shares of the company’s... More of this article »
Image for Insight Inv LLC Cuts Stock Holdings in Applied Materials, Inc. (NASDAQ:AMAT)

Insight Inv LLC Cuts Stock Holdings in Applied Materials, Inc. (NASDAQ:AMAT)

Insight Inv LLC lowered its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 4.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for OceanFirst Financial Corp. (NASDAQ:OCFC) Declares $0.20 Quarterly Dividend

OceanFirst Financial Corp. (NASDAQ:OCFC) Declares $0.20 Quarterly Dividend

OceanFirst Financial Corp. (NASDAQ:OCFC – Get Free Report) declared a quarterly dividend on Friday, January 24th,Wall Street Journal reports. Stockholders of record on Monday, February 3rd will be given a dividend of 0.20 per... More of this article »
Image for CFS Investment Advisory Services LLC Lowers Position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)

CFS Investment Advisory Services LLC Lowers Position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)

CFS Investment Advisory Services LLC cut its stake in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 50.2% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Marathon Petroleum Co. (NYSE:MPC) Stock Position Decreased by First Citizens Bank & Trust Co.

Marathon Petroleum Co. (NYSE:MPC) Stock Position Decreased by First Citizens Bank & Trust Co.

First Citizens Bank & Trust Co. trimmed its stake in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 9.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for ArchLoot Trading Up 58.4% This Week (AL)

ArchLoot Trading Up 58.4% This Week (AL)

ArchLoot (AL) traded down 1% against the U.S. dollar during the twenty-four hour period ending at 7:00 AM E.T. on January 26th. In the last week, ArchLoot has traded 58.4% higher against the U.S. dollar. ArchLoot has a market capitalization... More of this article »
Image for Duncan Williams Asset Management LLC Takes Position in iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF)

Duncan Williams Asset Management LLC Takes Position in iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF)

Duncan Williams Asset Management LLC acquired a new position in iShares U.S. Equity Factor Rotation Active ETF (NYSEARCA:DYNF – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Juncture Wealth Strategies LLC Takes $869,000 Position in Franklin FTSE India ETF (NYSEARCA:FLIN)

Juncture Wealth Strategies LLC Takes $869,000 Position in Franklin FTSE India ETF (NYSEARCA:FLIN)

Juncture Wealth Strategies LLC acquired a new position in shares of Franklin FTSE India ETF (NYSEARCA:FLIN – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Sound Income Strategies LLC Sells 356 Shares of CVS Health Co. (NYSE:CVS)

Sound Income Strategies LLC Sells 356 Shares of CVS Health Co. (NYSE:CVS)

Sound Income Strategies LLC trimmed its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 14.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 2,041 shares of the pharmacy... More of this article »
Image for Entegris, Inc. (NASDAQ:ENTG) Shares Sold by Tributary Capital Management LLC

Entegris, Inc. (NASDAQ:ENTG) Shares Sold by Tributary Capital Management LLC

Tributary Capital Management LLC cut its holdings in Entegris, Inc. (NASDAQ:ENTG – Free Report) by 4.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 4,212 shares of the semiconductor... More of this article »
Image for Stewardship Advisors LLC Purchases 2,889 Shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Stewardship Advisors LLC Purchases 2,889 Shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Stewardship Advisors LLC raised its position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Free Report) by 40.5% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 10,024... More of this article »
Image for Gradient Investments LLC Has $5.68 Million Stock Holdings in First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT)

Gradient Investments LLC Has $5.68 Million Stock Holdings in First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT)

Gradient Investments LLC raised its stake in First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT – Free Report) by 43.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Image for iShares Core S&P 500 ETF (NYSEARCA:IVV) is Arkansas Financial Group Inc.’s 5th Largest Position

iShares Core S&P 500 ETF (NYSEARCA:IVV) is Arkansas Financial Group Inc.’s 5th Largest Position

Arkansas Financial Group Inc. boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 57,680 shares of the company’s... More of this article »
Image for Insider Selling: 374Water Inc. (NASDAQ:SCWO) Major Shareholder Sells $11,665.48 in Stock

Insider Selling: 374Water Inc. (NASDAQ:SCWO) Major Shareholder Sells $11,665.48 in Stock

374Water Inc. (NASDAQ:SCWO – Get Free Report) major shareholder Yaacov Nagar sold 19,772 shares of 374Water stock in a transaction on Wednesday, January 22nd. The shares were sold at an average price of $0.59, for a total value... More of this article »
Image for Dynamic Advisor Solutions LLC Has $1.69 Million Holdings in SPDR S&P Metals & Mining ETF (NYSEARCA:XME)

Dynamic Advisor Solutions LLC Has $1.69 Million Holdings in SPDR S&P Metals & Mining ETF (NYSEARCA:XME)

Dynamic Advisor Solutions LLC raised its stake in SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) by 1.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »