Home » Author Archive
New York State Common Retirement Fund Trims Holdings in DTE Energy (NYSE:DTE)
New York State Common Retirement Fund reduced its stake in DTE Energy (NYSE:DTE – Free Report) by 5.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
ING Groep NV Takes Position in National Fuel Gas (NYSE:NFG)
ING Groep NV bought a new position in shares of National Fuel Gas (NYSE:NFG – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Private Advisor Group LLC Raises Position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP)
Private Advisor Group LLC boosted its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 80.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Concurrent Investment Advisors LLC Reduces Stock Position in Danaher Co. (NYSE:DHR)
Concurrent Investment Advisors LLC lessened its stake in Danaher Co. (NYSE:DHR – Free Report) by 9.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Citizens Financial Group, Inc. (NYSE:CFG) Shares Purchased by Handelsbanken Fonder AB
Handelsbanken Fonder AB grew its stake in shares of Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 14.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Brokerages Set Chart Industries, Inc. (NYSE:GTLS) Price Target at $191.54
Shares of Chart Industries, Inc. (NYSE:GTLS – Get Free Report) have received an average rating of “Moderate Buy” from the fourteen research firms that are covering the company, MarketBeat.com reports. Three equities... More of this article »
Global Retirement Partners LLC Has $544,000 Stake in Welltower Inc. (NYSE:WELL)
Global Retirement Partners LLC trimmed its holdings in Welltower Inc. (NYSE:WELL – Free Report) by 3.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Northrop Grumman Co. (NYSE:NOC) Shares Bought by Transcend Capital Advisors LLC
Transcend Capital Advisors LLC boosted its holdings in shares of Northrop Grumman Co. (NYSE:NOC – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
GE HealthCare Technologies Inc. (NASDAQ:GEHC) Shares Sold by Transcend Capital Advisors LLC
Transcend Capital Advisors LLC decreased its holdings in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 4.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
1,540 Shares in Broadcom Inc. (NASDAQ:AVGO) Acquired by Capital Advisory Group Advisory Services LLC
Capital Advisory Group Advisory Services LLC bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Transcend Capital Advisors LLC Invests $209,000 in Air Lease Co. (NYSE:AL)
Transcend Capital Advisors LLC acquired a new position in shares of Air Lease Co. (NYSE:AL – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Franco-Nevada Co. (NYSE:FNV) Stake Raised by Atria Wealth Solutions Inc.
Atria Wealth Solutions Inc. raised its holdings in shares of Franco-Nevada Co. (NYSE:FNV – Free Report) (TSE:FNV) by 64.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Atria Wealth Solutions Inc. Buys 2,498 Shares of BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC)
Atria Wealth Solutions Inc. raised its stake in BNY Mellon US Large Cap Core Equity ETF (NYSEARCA:BKLC – Free Report) by 23.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
TPI Composites Announces Financial Results for Q4 and FY 2024
On February 20, 2025, TPI Composites, Inc., a Scottsdale, Arizona based company, issued a press release detailing their financial performance for the fourth quarter of 2024 and the full year. As disclosed in their 8-K filing document... More of this article »
Bio-Techne Co. (NASDAQ:TECH) Shares Acquired by Venturi Wealth Management LLC
Venturi Wealth Management LLC boosted its position in Bio-Techne Co. (NASDAQ:TECH – Free Report) by 45.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,376 shares of the biotechnology... More of this article »
Venturi Wealth Management LLC Invests $107,000 in Ionis Pharmaceuticals, Inc. (NASDAQ:IONS)
Venturi Wealth Management LLC bought a new stake in shares of Ionis Pharmaceuticals, Inc. (NASDAQ:IONS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München (MURGY) to Release Quarterly Earnings on Wednesday
Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München (OTCMKTS:MURGY – Get Free Report) is projected to post its quarterly earnings results on Wednesday, February 26th. Analysts expect Münchener Rückversicherungs-Gesellschaft... More of this article »
Venturi Wealth Management LLC Has $108,000 Stock Holdings in Agilent Technologies, Inc. (NYSE:A)
Venturi Wealth Management LLC lifted its stake in Agilent Technologies, Inc. (NYSE:A – Free Report) by 53.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Townsend & Associates Inc Trims Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Townsend & Associates Inc lowered its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned... More of this article »
First Horizon Advisors Inc. Acquires 4,317 Shares of The Procter & Gamble Company (NYSE:PG)
First Horizon Advisors Inc. increased its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 245,464... More of this article »
Compagnie Générale des Établissements Michelin Société en commandite par actions (OTCMKTS:MGDDF) Stock Crosses Above Fifty Day Moving Average – Here’s Why
Compagnie Générale des Établissements Michelin Société en commandite par actions (OTCMKTS:MGDDF – Get Free Report)’s stock price crossed above its fifty day moving average during trading on Friday . The stock has a... More of this article »
Summit Asset Management LLC Has $6.24 Million Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)
Summit Asset Management LLC boosted its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 491.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Scilex (NASDAQ:SCLX) Shares Down 1.7% – Here’s Why
Scilex Holding (NASDAQ:SCLX – Get Free Report) shares fell 1.7% on Friday . The stock traded as low as $0.32 and last traded at $0.33. 801,202 shares traded hands during trading, a decline of 39% from the average session volume... More of this article »
876 Shares in United Parcel Service, Inc. (NYSE:UPS) Purchased by Marshall Investment Management LLC
Marshall Investment Management LLC bought a new stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Delta Financial Group Inc. Takes $898,000 Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Delta Financial Group Inc. bought a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
JOST Werke (ETR:JST) Trading Down 2.7% – Here’s Why
JOST Werke SE (ETR:JST – Get Free Report) shares fell 2.7% during mid-day trading on Friday . The stock traded as low as €47.70 ($49.69) and last traded at €48.25 ($50.26). 22,608 shares changed hands during mid-day... More of this article »
Renishaw (OTCMKTS:RNSHF) Trading Down 15.1% – Should You Sell?
Renishaw plc (OTCMKTS:RNSHF – Get Free Report)’s stock price traded down 15.1% on Friday . The company traded as low as $38.30 and last traded at $38.30. 1,202 shares were traded during mid-day trading, an increase of... More of this article »
Bonterra Energy (OTCMKTS:BNEFF) & MTN Group (OTCMKTS:MTNOY) Head-To-Head Survey
Volatility and Risk Bonterra Energy has a beta of 1.9, indicating that its share price is 90% more volatile than the S&P 500. Comparatively, MTN Group has a beta of 1.48, indicating that its share price is 48% more volatile than... More of this article »
New England Professional Planning Group Inc. Has $437,000 Stock Position in General Dynamics Co. (NYSE:GD)
New England Professional Planning Group Inc. trimmed its holdings in shares of General Dynamics Co. (NYSE:GD – Free Report) by 6.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Lithium Stocks Worth Watching – February 20th
Exxon Mobil, Rio Tinto Group, SolarEdge Technologies, Enovix, Arcadium Lithium, Albemarle, and QuantumScape are the seven Lithium stocks to watch today, according to MarketBeat’s stock screener tool. Lithium stocks refer to... More of this article »
MB Generational Wealth LLC Cuts Position in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)
MB Generational Wealth LLC lessened its holdings in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 20.4% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
WESPAC Advisors LLC Makes New Investment in Newell Brands Inc. (NASDAQ:NWL)
WESPAC Advisors LLC acquired a new stake in Newell Brands Inc. (NASDAQ:NWL – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 87,131... More of this article »
Sigma Investment Counselors Inc. Sells 661 Shares of Adobe Inc. (NASDAQ:ADBE)
Sigma Investment Counselors Inc. trimmed its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 7.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Forvis Mazars Wealth Advisors LLC Sells 55,292 Shares of Dimensional International Small Cap Value ETF (BATS:DISV)
Forvis Mazars Wealth Advisors LLC lessened its holdings in Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 16.8% during the 4th quarter, according to its most recent filing with the Securities &... More of this article »
Forvis Mazars Wealth Advisors LLC Trims Stake in Vanguard Mega Cap ETF (NYSEARCA:MGC)
Forvis Mazars Wealth Advisors LLC lowered its position in Vanguard Mega Cap ETF (NYSEARCA:MGC – Free Report) by 19.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Lansing Street Advisors Buys 393 Shares of VanEck High Yield Muni ETF (BATS:HYD)
Lansing Street Advisors boosted its stake in shares of VanEck High Yield Muni ETF (BATS:HYD – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Kintegral Advisory LLC Sells 37 Shares of Mettler-Toledo International Inc. (NYSE:MTD)
Kintegral Advisory LLC trimmed its position in Mettler-Toledo International Inc. (NYSE:MTD – Free Report) by 4.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Leeward Investments LLC MA Sells 21,595 Shares of Steven Madden, Ltd. (NASDAQ:SHOO)
Leeward Investments LLC MA lessened its stake in shares of Steven Madden, Ltd. (NASDAQ:SHOO – Free Report) by 6.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Townsend & Associates Inc Has $727,000 Stock Holdings in Aon plc (NYSE:AON)
Townsend & Associates Inc cut its holdings in Aon plc (NYSE:AON – Free Report) by 1.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,974 shares of the financial services provider’s... More of this article »
WESPAC Advisors LLC Reduces Stake in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS)
WESPAC Advisors LLC reduced its position in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 2.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Fisher Funds Management LTD Makes New Investment in ASML Holding (NASDAQ:ASML)
Fisher Funds Management LTD bought a new stake in ASML Holding (NASDAQ:ASML – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 198,478... More of this article »
Olympiad Research LP Takes Position in Gartner, Inc. (NYSE:IT)
Olympiad Research LP purchased a new stake in Gartner, Inc. (NYSE:IT – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 804 shares of the information technology services... More of this article »
Myles Kleeger Sells 8,365 Shares of Braze, Inc. (NASDAQ:BRZE) Stock
Braze, Inc. (NASDAQ:BRZE – Get Free Report) insider Myles Kleeger sold 8,365 shares of the firm’s stock in a transaction that occurred on Thursday, February 20th. The shares were sold at an average price of $40.12, for... More of this article »
Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) Shares Bought by Wealthspire Advisors LLC
Wealthspire Advisors LLC boosted its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 36.7% in the fourth quarter, according to the company in its most recent filing... More of this article »
Wealthspire Advisors LLC Grows Stock Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Wealthspire Advisors LLC lifted its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Paradigm Asset Management Co. LLC Has $40,000 Position in CarMax, Inc. (NYSE:KMX)
Paradigm Asset Management Co. LLC cut its stake in shares of CarMax, Inc. (NYSE:KMX – Free Report) by 77.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Lutz Financial Services LLC Grows Stock Holdings in Dimensional International Core Equity 2 ETF (BATS:DFIC)
Lutz Financial Services LLC boosted its holdings in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 17.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Lutz Financial Services LLC Has $14.11 Million Stock Position in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)
Lutz Financial Services LLC lowered its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 3.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »