Home » Author Archive

Image for Grupo Aeroportuario del Sureste, S.A. de C.V. $ASR Shares Sold by William Blair Investment Management LLC

Grupo Aeroportuario del Sureste, S.A. de C.V. $ASR Shares Sold by William Blair Investment Management LLC

William Blair Investment Management LLC reduced its holdings in shares of Grupo Aeroportuario del Sureste, S.A. de C.V. (NYSE:ASR – Free Report) by 9.7% in the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for William Blair Investment Management LLC Sells 31,987 Shares of ANI Pharmaceuticals, Inc. $ANIP

William Blair Investment Management LLC Sells 31,987 Shares of ANI Pharmaceuticals, Inc. $ANIP

William Blair Investment Management LLC lessened its stake in ANI Pharmaceuticals, Inc. (NASDAQ:ANIP – Free Report) by 9.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Glenview Trust Co Acquires 1,687 Shares of Quanta Services, Inc. $PWR

Glenview Trust Co Acquires 1,687 Shares of Quanta Services, Inc. $PWR

Glenview Trust Co increased its holdings in Quanta Services, Inc. (NYSE:PWR – Free Report) by 11.4% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 16,460 shares of the... More of this article »
Image for Royce & Associates LP Increases Stake in Valvoline $VVV

Royce & Associates LP Increases Stake in Valvoline $VVV

Royce & Associates LP raised its stake in shares of Valvoline (NYSE:VVV – Free Report) by 33.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Themes Management Co LLC Makes New $951,000 Investment in Toronto Dominion Bank (The) $TD

Themes Management Co LLC Makes New $951,000 Investment in Toronto Dominion Bank (The) $TD

Themes Management Co LLC bought a new position in shares of Toronto Dominion Bank (The) (NYSE:TD – Free Report) (TSE:TD) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Cathay General Bancorp Plans Quarterly Dividend of $0.38 (NASDAQ:CATY)

Cathay General Bancorp Plans Quarterly Dividend of $0.38 (NASDAQ:CATY)

Cathay General Bancorp (NASDAQ:CATY – Get Free Report) declared a quarterly dividend on Friday, May 15th. Investors of record on Thursday, May 28th will be paid a dividend of 0.38 per share by the bank on Tuesday, June 9th. This... More of this article »
Image for Legal & General Group Plc Raises Stock Position in Apollo Global Management Inc. $APO

Legal & General Group Plc Raises Stock Position in Apollo Global Management Inc. $APO

Legal & General Group Plc increased its holdings in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) by 4.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Swedbank AB Acquires 94,183 Shares of AGCO Corporation $AGCO

Swedbank AB Acquires 94,183 Shares of AGCO Corporation $AGCO

Swedbank AB raised its holdings in shares of AGCO Corporation (NYSE:AGCO – Free Report) by 110.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for William Blair Investment Management LLC Buys 39,139 Shares of Vertex Pharmaceuticals Incorporated $VRTX

William Blair Investment Management LLC Buys 39,139 Shares of Vertex Pharmaceuticals Incorporated $VRTX

William Blair Investment Management LLC raised its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 6,566.9% in the 4th quarter, according to the company in its most recent filing with the... More of this article »
Image for UBS Group AG Has $2.77 Million Position in Sinclair, Inc. $SBGI

UBS Group AG Has $2.77 Million Position in Sinclair, Inc. $SBGI

UBS Group AG boosted its stake in shares of Sinclair, Inc. (NASDAQ:SBGI – Free Report) by 46.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Ecovyst Inc. $ECVT Shares Bought by UBS Group AG

Ecovyst Inc. $ECVT Shares Bought by UBS Group AG

UBS Group AG boosted its holdings in shares of Ecovyst Inc. (NYSE:ECVT – Free Report) by 222.9% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 282,370 shares of the company’s... More of this article »
Image for Thrivent Financial for Lutherans Purchases 87,660 Shares of Invesco BulletShares 2027 Municipal Bond ETF $BSMR

Thrivent Financial for Lutherans Purchases 87,660 Shares of Invesco BulletShares 2027 Municipal Bond ETF $BSMR

Thrivent Financial for Lutherans grew its position in shares of Invesco BulletShares 2027 Municipal Bond ETF (NASDAQ:BSMR – Free Report) by 625.5% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Thrivent Financial for Lutherans Boosts Stake in Vanguard Mid-Cap Growth ETF $VOT

Thrivent Financial for Lutherans Boosts Stake in Vanguard Mid-Cap Growth ETF $VOT

Thrivent Financial for Lutherans increased its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 740.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 8,410 shares of the company’s... More of this article »
Image for Recent Investment Analysts’ Ratings Updates for Amdocs (DOX)

Recent Investment Analysts’ Ratings Updates for Amdocs (DOX)

Amdocs (NASDAQ: DOX) has recently received a number of price target changes and ratings updates: 5/16/2026 – Amdocs was downgraded by Wall Street Zen from “buy” to “hold”. 5/14/2026 – Amdocs was... More of this article »
Image for Royce & Associates LP Lowers Stock Holdings in Merchants Bancorp $MBIN

Royce & Associates LP Lowers Stock Holdings in Merchants Bancorp $MBIN

Royce & Associates LP trimmed its stake in Merchants Bancorp (NASDAQ:MBIN – Free Report) by 6.2% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 808,314 shares of the company’s... More of this article »
Image for 14,645 Shares in Amphenol Corporation $APH Purchased by Pioneer Trust Bank N A OR

14,645 Shares in Amphenol Corporation $APH Purchased by Pioneer Trust Bank N A OR

Pioneer Trust Bank N A OR bought a new position in shares of Amphenol Corporation (NYSE:APH – Free Report) during the fourth quarter, HoldingsChannel reports. The firm bought 14,645 shares of the electronics maker’s stock,... More of this article »
Image for Johnson & Johnson $JNJ Shares Sold by Sterling Investment Advisors Ltd.

Johnson & Johnson $JNJ Shares Sold by Sterling Investment Advisors Ltd.

Sterling Investment Advisors Ltd. reduced its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 17.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 26,524 shares of the company’s stock after... More of this article »
Image for Capital Group Core Balanced ETF $CGBL Shares Acquired by Harbour Investments Inc.

Capital Group Core Balanced ETF $CGBL Shares Acquired by Harbour Investments Inc.

Harbour Investments Inc. raised its stake in shares of Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 37.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Vanguard FTSE Europe ETF $VGK Shares Sold by Smithfield Trust Co

Vanguard FTSE Europe ETF $VGK Shares Sold by Smithfield Trust Co

Smithfield Trust Co trimmed its holdings in shares of Vanguard FTSE Europe ETF (NYSEARCA:VGK – Free Report) by 1.7% in the fourth quarter, HoldingsChannel reports. The firm owned 774,900 shares of the exchange traded fund’s... More of this article »
Image for Harbour Investments Inc. Has $14.02 Million Stock Position in iShares ESG Aware MSCI USA ETF $ESGU

Harbour Investments Inc. Has $14.02 Million Stock Position in iShares ESG Aware MSCI USA ETF $ESGU

Harbour Investments Inc. lifted its position in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 6.0% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Horizon Family Wealth Inc. Has $14.48 Million Holdings in SPDR Bloomberg 3-12 Month T-Bill ETF $BILS

Horizon Family Wealth Inc. Has $14.48 Million Holdings in SPDR Bloomberg 3-12 Month T-Bill ETF $BILS

Horizon Family Wealth Inc. boosted its holdings in shares of SPDR Bloomberg 3-12 Month T-Bill ETF (NYSEARCA:BILS – Free Report) by 17.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for iShares Morningstar Mid-Cap Growth ETF $IMCG Shares Acquired by Horizon Family Wealth Inc.

iShares Morningstar Mid-Cap Growth ETF $IMCG Shares Acquired by Horizon Family Wealth Inc.

Horizon Family Wealth Inc. lifted its stake in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) by 611.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Global X Lithium & Battery Tech ETF $LIT Shares Sold by Marshall Investment Management LLC

Global X Lithium & Battery Tech ETF $LIT Shares Sold by Marshall Investment Management LLC

Marshall Investment Management LLC lowered its stake in shares of Global X Lithium & Battery Tech ETF (NYSEARCA:LIT – Free Report) by 21.1% in the fourth quarter, according to the company in its most recent filing with... More of this article »
Image for Analyzing CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ:CCC) and Meridian (NASDAQ:MRDN)

Analyzing CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ:CCC) and Meridian (NASDAQ:MRDN)

CCC Intelligent Solutions Holdings Inc. Common Stock (NASDAQ:CCC – Get Free Report) and Meridian (NASDAQ:MRDN – Get Free Report) are both companies, but which is the superior investment? We will compare the two companies... More of this article »
Image for Onto Innovation Inc. (NYSE:ONTO) Receives Average Rating of “Buy” from Analysts

Onto Innovation Inc. (NYSE:ONTO) Receives Average Rating of “Buy” from Analysts

Shares of Onto Innovation Inc. (NYSE:ONTO – Get Free Report) have been given an average rating of “Buy” by the ten analysts that are covering the firm, Marketbeat.com reports. One investment analyst has rated the... More of this article »
Image for Muncy Columbia Financial (OTCMKTS:CCFN) versus Bank of Queensland (OTCMKTS:BKQNY) Financial Analysis

Muncy Columbia Financial (OTCMKTS:CCFN) versus Bank of Queensland (OTCMKTS:BKQNY) Financial Analysis

Muncy Columbia Financial (OTCMKTS:CCFN – Get Free Report) and Bank of Queensland (OTCMKTS:BKQNY – Get Free Report) are both financial services companies, but which is the superior business? We will contrast the two businesses... More of this article »
Image for Installed Building Products (NYSE:IBP) & Compagnie de Saint-Gobain (OTCMKTS:CODYY) Critical Analysis

Installed Building Products (NYSE:IBP) & Compagnie de Saint-Gobain (OTCMKTS:CODYY) Critical Analysis

Installed Building Products (NYSE:IBP – Get Free Report) and Compagnie de Saint-Gobain (OTCMKTS:CODYY – Get Free Report) are both construction companies, but which is the superior investment? We will compare the two businesses... More of this article »
Image for Harbour Investments Inc. Acquires 140,404 Shares of Dimensional U.S. Small Cap ETF $DFAS

Harbour Investments Inc. Acquires 140,404 Shares of Dimensional U.S. Small Cap ETF $DFAS

Harbour Investments Inc. grew its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 647.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Music Stocks To Follow Today – May 25th

Music Stocks To Follow Today – May 25th

NetEase, Tencent Music Entertainment Group, and Warner Music Group are the three Music stocks to watch today, according to MarketBeat’s stock screener tool. Music stocks are shares of publicly traded companies whose business... More of this article »
Image for MSH Capital Advisors LLC Purchases 12,195 Shares of CocaCola Company (The) $KO

MSH Capital Advisors LLC Purchases 12,195 Shares of CocaCola Company (The) $KO

MSH Capital Advisors LLC raised its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 20.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for MSH Capital Advisors LLC Increases Holdings in RTX Corporation $RTX

MSH Capital Advisors LLC Increases Holdings in RTX Corporation $RTX

MSH Capital Advisors LLC increased its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 76.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for MSH Capital Advisors LLC Acquires 30,825 Shares of Energy Transfer LP $ET

MSH Capital Advisors LLC Acquires 30,825 Shares of Energy Transfer LP $ET

MSH Capital Advisors LLC boosted its holdings in Energy Transfer LP (NYSE:ET – Free Report) by 50.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Dominion Energy Inc. $D Shares Sold by Morningstar Investment Management LLC

Dominion Energy Inc. $D Shares Sold by Morningstar Investment Management LLC

Morningstar Investment Management LLC lessened its stake in Dominion Energy Inc. (NYSE:D – Free Report) by 96.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for 4,535 Shares in Meta Platforms, Inc. $META Bought by Guardian Capital LLC

4,535 Shares in Meta Platforms, Inc. $META Bought by Guardian Capital LLC

Guardian Capital LLC purchased a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image for Fisher Asset Management LLC Sells 19,107 Shares of Urban Outfitters, Inc. $URBN

Fisher Asset Management LLC Sells 19,107 Shares of Urban Outfitters, Inc. $URBN

Fisher Asset Management LLC lessened its holdings in shares of Urban Outfitters, Inc. (NASDAQ:URBN – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Hantz Financial Services Inc. Decreases Stock Position in Encompass Health Corporation $EHC

Hantz Financial Services Inc. Decreases Stock Position in Encompass Health Corporation $EHC

Hantz Financial Services Inc. cut its holdings in Encompass Health Corporation (NYSE:EHC – Free Report) by 17.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Atmos Energy (ATO) – Investment Analysts’ Weekly Ratings Updates

Atmos Energy (ATO) – Investment Analysts’ Weekly Ratings Updates

A number of firms have modified their ratings and price targets on shares of Atmos Energy (NYSE: ATO) recently: 5/26/2026 – Atmos Energy was upgraded by Wall Street Zen from “sell” to “hold”. 5/21/2026... More of this article »
Image for Analysts’ Recent Ratings Updates for Pacific Gas & Electric (PCG)

Analysts’ Recent Ratings Updates for Pacific Gas & Electric (PCG)

A number of research firms have changed their ratings and price targets for Pacific Gas & Electric (NYSE: PCG): 5/21/2026 – Pacific Gas & Electric was given a new $22.00 price target by Morgan Stanley. 5/19/2026 –... More of this article »
Image for Motorola Solutions (MSI) – Investment Analysts’ Weekly Ratings Changes

Motorola Solutions (MSI) – Investment Analysts’ Weekly Ratings Changes

Several brokerages have updated their recommendations and price targets on shares of Motorola Solutions (NYSE: MSI) in the last few weeks: 5/11/2026 – Motorola Solutions was downgraded by Weiss Ratings from “buy (b)”... More of this article »
Image for HighTower Advisors LLC Raises Stake in Bitwise Bitcoin ETF $BITB

HighTower Advisors LLC Raises Stake in Bitwise Bitcoin ETF $BITB

HighTower Advisors LLC lifted its position in shares of Bitwise Bitcoin ETF (NYSEARCA:BITB – Free Report) by 204.8% in the fourth quarter, Holdings Channel reports. The firm owned 207,107 shares of the company’s stock... More of this article »
Image for LSV Asset Management Sells 181,500 Shares of Sixth Street Specialty Lending, Inc. $TSLX

LSV Asset Management Sells 181,500 Shares of Sixth Street Specialty Lending, Inc. $TSLX

LSV Asset Management lowered its stake in shares of Sixth Street Specialty Lending, Inc. (NYSE:TSLX – Free Report) by 18.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Apple Inc. $AAPL Stock Holdings Lifted by Golden State Equity Partners

Apple Inc. $AAPL Stock Holdings Lifted by Golden State Equity Partners

Golden State Equity Partners boosted its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 3.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 105,881 shares of the iPhone... More of this article »
Image for EOG Resources, Inc. $EOG Shares Purchased by Ceera Investments LLC

EOG Resources, Inc. $EOG Shares Purchased by Ceera Investments LLC

Ceera Investments LLC increased its position in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 72.4% during the 4th quarter, HoldingsChannel reports. The fund owned 11,879 shares of the energy exploration company’s... More of this article »
Image for Hercules Capital, Inc. $HTGC Position Trimmed by PNC Financial Services Group Inc.

Hercules Capital, Inc. $HTGC Position Trimmed by PNC Financial Services Group Inc.

PNC Financial Services Group Inc. lessened its holdings in shares of Hercules Capital, Inc. (NYSE:HTGC – Free Report) by 12.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Head-To-Head Comparison: Bit Origin (NASDAQ:BTOG) and Forge Global (NYSE:FRGE)

Head-To-Head Comparison: Bit Origin (NASDAQ:BTOG) and Forge Global (NYSE:FRGE)

Bit Origin (NASDAQ:BTOG – Get Free Report) and Forge Global (NYSE:FRGE – Get Free Report) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their... More of this article »
Image for Brokerages Set Bowhead Specialty Holdings Inc. (NYSE:BOW) Target Price at $31.83

Brokerages Set Bowhead Specialty Holdings Inc. (NYSE:BOW) Target Price at $31.83

Shares of Bowhead Specialty Holdings Inc. (NYSE:BOW – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the nine research firms that are presently covering the stock, Marketbeat... More of this article »
Image for Analysts Set Adidas AG (OTCMKTS:ADDYY) Target Price at $146.02

Analysts Set Adidas AG (OTCMKTS:ADDYY) Target Price at $146.02

Adidas AG (OTCMKTS:ADDYY – Get Free Report) has earned an average rating of “Hold” from the nine analysts that are covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a... More of this article »
Image for Cary Street Partners Investment Advisory LLC Purchases 30,111 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

Cary Street Partners Investment Advisory LLC Purchases 30,111 Shares of Vanguard Tax-Exempt Bond ETF $VTEB

Cary Street Partners Investment Advisory LLC lifted its position in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 3,360.6% in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Collaborative Wealth Managment Inc. Increases Stake in SPDR Russell 1000 Yield Focus ETF $ONEY

Collaborative Wealth Managment Inc. Increases Stake in SPDR Russell 1000 Yield Focus ETF $ONEY

Collaborative Wealth Managment Inc. boosted its stake in SPDR Russell 1000 Yield Focus ETF (NYSEARCA:ONEY – Free Report) by 30.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 32,325 shares of the company’s... More of this article »
Image for Cary Street Partners Financial LLC Buys 2,269 Shares of Vanguard S&P 500 ETF $VOO

Cary Street Partners Financial LLC Buys 2,269 Shares of Vanguard S&P 500 ETF $VOO

Cary Street Partners Financial LLC grew its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 6.5% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »