Home » Author Archive

Ellis Investment Partners LLC Has $1.52 Million Stock Position in RTX Co. (NYSE:RTX)
Ellis Investment Partners LLC lifted its holdings in shares of RTX Co. (NYSE:RTX – Free Report) by 1.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 13,130 shares of the company’s stock after buying... More of this article »
Palumbo Wealth Management LLC Acquires 266 Shares of Salesforce, Inc. (NYSE:CRM)
Palumbo Wealth Management LLC grew its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 7.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 3,945 shares of the CRM provider’s... More of this article »
Valmark Advisers Inc. Has $12.10 Million Holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH)
Valmark Advisers Inc. boosted its holdings in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 36.9% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 155,115... More of this article »
Marsh & McLennan Companies, Inc. (NYSE:MMC) Shares Purchased by Legacy Capital Wealth Partners LLC
Legacy Capital Wealth Partners LLC boosted its position in Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 4.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 4,673... More of this article »
MOKAN Wealth Management Inc. Purchases Shares of 43,814 ConocoPhillips (NYSE:COP)
MOKAN Wealth Management Inc. purchased a new stake in ConocoPhillips (NYSE:COP – Free Report) in the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 43,814 shares of the energy producer’s... More of this article »
Hourglass Capital LLC Has $1.63 Million Stock Holdings in Novo Nordisk A/S (NYSE:NVO)
Hourglass Capital LLC increased its position in Novo Nordisk A/S (NYSE:NVO – Free Report) by 21.3% in the fourth quarter, Holdings Channel.com reports. The firm owned 18,950 shares of the company’s stock after acquiring... More of this article »
Blue Zone Wealth Advisors LLC Has $3.82 Million Position in The Boeing Company (NYSE:BA)
Blue Zone Wealth Advisors LLC raised its position in shares of The Boeing Company (NYSE:BA – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Wedgewood Investors Inc. PA Cuts Stake in PepsiCo, Inc. (NASDAQ:PEP)
Wedgewood Investors Inc. PA trimmed its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Congress Asset Management Co. Makes New $84.07 Million Investment in Shopify Inc. (NYSE:SHOP)
Congress Asset Management Co. purchased a new position in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Short Interest in Duff & Phelps Utility and Infrastructure Fund Inc. (NYSE:DPG) Expands By 41.0%
Duff & Phelps Utility and Infrastructure Fund Inc. (NYSE:DPG – Get Free Report) was the recipient of a significant growth in short interest during the month of January. As of January 31st, there was short interest totalling... More of this article »
Top Blockchain Stocks To Keep An Eye On – February 13th
Oracle, Riot Platforms, and Applied Digital are the three Blockchain stocks to watch today, according to MarketBeat’s stock screener tool. Blockchain stocks are shares of publicly traded companies that are involved in the development,... More of this article »
The Sherwin-Williams Company (NYSE:SHW) Shares Sold by New Mexico Educational Retirement Board
New Mexico Educational Retirement Board reduced its position in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 2.6% in the 4th quarter, Holdings Channel reports. The firm owned 11,063 shares of the specialty chemicals... More of this article »
Chemours (NYSE:CC) Shares Down 5.6% – Here’s Why
The Chemours Company (NYSE:CC – Get Free Report) traded down 5.6% during mid-day trading on Friday . The company traded as low as $16.77 and last traded at $16.79. 2,224,837 shares changed hands during mid-day trading, an increase... More of this article »
Centerpoint Advisory Group Buys Shares of 52,860 FS KKR Capital Corp. (NYSE:FSK)
Centerpoint Advisory Group purchased a new stake in FS KKR Capital Corp. (NYSE:FSK – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
MN Wealth Advisors LLC Cuts Position in JPMorgan US Quality Factor ETF (NYSEARCA:JQUA)
MN Wealth Advisors LLC decreased its holdings in JPMorgan US Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 22.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,576 shares of the company’s... More of this article »
New York State Teachers Retirement System Has $24.56 Million Holdings in Monolithic Power Systems, Inc. (NASDAQ:MPWR)
New York State Teachers Retirement System trimmed its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 1.6% during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Secured Retirement Advisors LLC Invests $978,000 in Pure Storage, Inc. (NYSE:PSTG)
Secured Retirement Advisors LLC bought a new position in shares of Pure Storage, Inc. (NYSE:PSTG – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought... More of this article »
Secured Retirement Advisors LLC Makes New $224,000 Investment in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Secured Retirement Advisors LLC bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 4th quarter, Holdings Channel reports. The fund bought 416 shares of the company’s stock, valued at... More of this article »
Sheaff Brock Investment Advisors LLC Has $8.08 Million Holdings in Ingredion Incorporated (NYSE:INGR)
Sheaff Brock Investment Advisors LLC lowered its position in shares of Ingredion Incorporated (NYSE:INGR – Free Report) by 0.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 58,708 shares of the company’s... More of this article »
WD Rutherford LLC Acquires 1,035 Shares of Boston Scientific Co. (NYSE:BSX)
WD Rutherford LLC boosted its stake in shares of Boston Scientific Co. (NYSE:BSX – Free Report) by 22.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Spinnaker Trust Trims Holdings in Kimberly-Clark Co. (NYSE:KMB)
Spinnaker Trust cut its stake in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 1.7% during the 4th quarter, HoldingsChannel reports. The fund owned 5,798 shares of the company’s stock after selling 100 shares during the... More of this article »
NeuroOne Medical Technologies Reports Results of Annual Meeting
NeuroOne Medical Technologies Corporation (NASDAQ:NMTC) recently announced the outcomes of its annual meeting of stockholders held on February 14, 2025. During the meeting, several significant decisions were made, marking pivotal... More of this article »
Beacon Capital Management LLC Has $152,000 Stake in United Parcel Service, Inc. (NYSE:UPS)
Beacon Capital Management LLC lowered its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 17.2% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 1,206 shares... More of this article »
American Financial Advisors LLC Makes New $250,000 Investment in Marvell Technology, Inc. (NASDAQ:MRVL)
American Financial Advisors LLC acquired a new stake in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 2,259 shares of the semiconductor company’s... More of this article »
Essex Property Trust, Inc. (NYSE:ESS) Stake Lifted by Montag A & Associates Inc.
Montag A & Associates Inc. raised its stake in Essex Property Trust, Inc. (NYSE:ESS – Free Report) by 9.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 12,139 shares of the real... More of this article »
Snap-on Incorporated (NYSE:SNA) Shares Sold by Kuhn & Co Investment Counsel
Kuhn & Co Investment Counsel reduced its position in shares of Snap-on Incorporated (NYSE:SNA – Free Report) by 26.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 1,531 shares of the company’s... More of this article »
MN Wealth Advisors LLC Sells 353 Shares of iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT)
MN Wealth Advisors LLC lessened its stake in shares of iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT – Free Report) by 4.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Aveo Capital Partners LLC Has $835,000 Stake in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)
Aveo Capital Partners LLC trimmed its stake in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 60.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Rhumbline Advisers Sells 3,916 Shares of MSCI Inc. (NYSE:MSCI)
Rhumbline Advisers reduced its position in shares of MSCI Inc. (NYSE:MSCI – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
bLong Financial LLC Purchases Shares of 20,285 Merck & Co., Inc. (NYSE:MRK)
bLong Financial LLC purchased a new stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 20,285 shares of the company’s stock, valued at approximately... More of this article »
Lakeridge Wealth Management LLC Boosts Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)
Lakeridge Wealth Management LLC increased its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 42.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Principal Securities Inc. Acquires 3,211 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)
Principal Securities Inc. boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 7.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Tokio Marine (OTCMKTS:TKOMY) Announces Earnings Results
Tokio Marine (OTCMKTS:TKOMY – Get Free Report) announced its quarterly earnings results on Friday. The company reported $0.71 EPS for the quarter, Zacks reports. The business had revenue of $12.52 billion for the quarter. Tokio... More of this article »
Best Restaurant Stocks To Watch Today – February 14th
Alibaba Group, SoundHound AI, and Coca-Cola are the three Restaurant stocks to watch today, according to MarketBeat’s stock screener tool. Restaurant stocks refer to publicly traded companies that are involved in the operation... More of this article »
iShares Fallen Angels USD Bond ETF (NASDAQ:FALN) Shares Acquired by Allworth Financial LP
Allworth Financial LP lifted its position in iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 6.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 1,206,488 shares of the company’s... More of this article »
Marcus & Millichap (NYSE:MMI) Issues Earnings Results
Marcus & Millichap (NYSE:MMI – Get Free Report) announced its earnings results on Friday. The real estate investment trust reported $0.22 EPS for the quarter, topping analysts’ consensus estimates of ($0.06) by $0.28,... More of this article »
Kawasaki Heavy Industries (OTCMKTS:KWHIY) Issues Quarterly Earnings Results, Hits Estimates
Kawasaki Heavy Industries (OTCMKTS:KWHIY – Get Free Report) posted its quarterly earnings results on Friday. The industrial products company reported $0.48 earnings per share for the quarter, meeting the consensus estimate of... More of this article »Outlook Therapeutics (NASDAQ:OTLK) Announces Earnings Results
Outlook Therapeutics (NASDAQ:OTLK – Get Free Report) released its earnings results on Friday. The company reported ($0.89) EPS for the quarter, missing analysts’ consensus estimates of ($0.85) by ($0.04), Zacks reports.... More of this article »
TigerOak Management L.L.C. Takes Position in Grayscale Bitcoin Trust (NYSEARCA:GBTC)
TigerOak Management L.L.C. purchased a new stake in shares of Grayscale Bitcoin Trust (NYSEARCA:GBTC – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased... More of this article »
Asset Management One Co. Ltd. Trims Stake in Crown Castle Inc. (NYSE:CCI)
Asset Management One Co. Ltd. cut its holdings in Crown Castle Inc. (NYSE:CCI – Free Report) by 8.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 167,776 shares of the real estate... More of this article »
Vontobel Holding Ltd. Has $7.72 Million Holdings in Corteva, Inc. (NYSE:CTVA)
Vontobel Holding Ltd. cut its position in Corteva, Inc. (NYSE:CTVA – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Manchester Financial Inc. Sells 271 Shares of Visa Inc. (NYSE:V)
Manchester Financial Inc. decreased its position in Visa Inc. (NYSE:V – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Newport Capital Group LLC Has $639,000 Stake in Visa Inc. (NYSE:V)
Newport Capital Group LLC decreased its position in Visa Inc. (NYSE:V – Free Report) by 2.7% in the fourth quarter, HoldingsChannel reports. The firm owned 2,021 shares of the credit-card processor’s stock after selling... More of this article »
V Square Quantitative Management LLC Raises Holdings in Dollar General Co. (NYSE:DG)
V Square Quantitative Management LLC boosted its position in Dollar General Co. (NYSE:DG – Free Report) by 13.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 5,801 shares of the company’s stock after... More of this article »
Bogart Wealth LLC Has $50,000 Stake in Restaurant Brands International Inc. (NYSE:QSR)
Bogart Wealth LLC decreased its holdings in shares of Restaurant Brands International Inc. (NYSE:QSR – Free Report) (TSE:QSR) by 56.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 772 shares of the restaurant... More of this article »
Neurocrine Biosciences, Inc. (NASDAQ:NBIX) Insider Sells $181,125.78 in Stock
Neurocrine Biosciences, Inc. (NASDAQ:NBIX – Get Free Report) insider Julie Cooke sold 1,551 shares of the stock in a transaction on Thursday, February 13th. The stock was sold at an average price of $116.78, for a total value... More of this article »
Sheaff Brock Investment Advisors LLC Has $4.72 Million Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Sheaff Brock Investment Advisors LLC boosted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
PUREfi Wealth LLC Makes New Investment in MeiraGTx Holdings plc (NASDAQ:MGTX)
PUREfi Wealth LLC acquired a new position in MeiraGTx Holdings plc (NASDAQ:MGTX – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »