Home » Author Archive

Image for Invesco S&P 500 GARP ETF $SPGP Shares Sold by Liberty One Investment Management LLC

Invesco S&P 500 GARP ETF $SPGP Shares Sold by Liberty One Investment Management LLC

Liberty One Investment Management LLC lowered its holdings in shares of Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 56.0% during the first quarter, according to its most recent disclosure with the Securities... More of this article »
Image for lululemon athletica inc. $LULU Shares Sold by Mizuho Markets Americas LLC

lululemon athletica inc. $LULU Shares Sold by Mizuho Markets Americas LLC

Mizuho Markets Americas LLC reduced its position in lululemon athletica inc. (NASDAQ:LULU – Free Report) by 90.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for RMG Wealth Management LLC Acquires New Holdings in iShares Morningstar Mid-Cap ETF $IMCB

RMG Wealth Management LLC Acquires New Holdings in iShares Morningstar Mid-Cap ETF $IMCB

RMG Wealth Management LLC bought a new position in iShares Morningstar Mid-Cap ETF (NYSEARCA:IMCB – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 55,510 Shares in UiPath, Inc. $PATH Acquired by Oak Associates Ltd. OH

55,510 Shares in UiPath, Inc. $PATH Acquired by Oak Associates Ltd. OH

Oak Associates Ltd. OH acquired a new position in shares of UiPath, Inc. (NYSE:PATH – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 55,510 shares of... More of this article »
Image for Perseverance Asset Management International Buys New Position in The Mosaic Company $MOS

Perseverance Asset Management International Buys New Position in The Mosaic Company $MOS

Perseverance Asset Management International bought a new stake in The Mosaic Company (NYSE:MOS – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Perseverance Asset Management International Grows Stock Holdings in PDD Holdings Inc. Sponsored ADR $PDD

Perseverance Asset Management International Grows Stock Holdings in PDD Holdings Inc. Sponsored ADR $PDD

Perseverance Asset Management International boosted its holdings in shares of PDD Holdings Inc. Sponsored ADR (NASDAQ:PDD – Free Report) by 10.2% in the 1st quarter, according to the company in its most recent disclosure with... More of this article »
Image for Chipmos Technologies (NASDAQ:IMOS) Shares Gap Down   – Here’s What Happened

Chipmos Technologies (NASDAQ:IMOS) Shares Gap Down – Here’s What Happened

Chipmos Technologies (NASDAQ:IMOS – Get Free Report) shares gapped down prior to trading on Wednesday . The stock had previously closed at $66.00, but opened at $62.05. Chipmos Technologies shares last traded at $63.2250, with... More of this article »
Image for Novartis AG (NYSE:NVS) Given Average Recommendation of “Hold” by Analysts

Novartis AG (NYSE:NVS) Given Average Recommendation of “Hold” by Analysts

Shares of Novartis AG (NYSE:NVS – Get Free Report) have earned an average recommendation of “Hold” from the sixteen brokerages that are presently covering the firm, MarketBeat reports. Two investment analysts have... More of this article »
Image for Fanuc (OTCMKTS:FANUY) Sees Strong Trading Volume  – Should You Buy?

Fanuc (OTCMKTS:FANUY) Sees Strong Trading Volume – Should You Buy?

Fanuc Corp. (OTCMKTS:FANUY – Get Free Report) shares saw strong trading volume on Wednesday . Approximately 424,475 shares traded hands during mid-day trading, a decline of 12% from the previous session’s volume of 483,260... More of this article »
Image for Direxion Daily TSM Bull 2X Shares (NASDAQ:TSMX) Shares Gap Down   – Here’s What Happened

Direxion Daily TSM Bull 2X Shares (NASDAQ:TSMX) Shares Gap Down – Here’s What Happened

Direxion Daily TSM Bull 2X Shares (NASDAQ:TSMX – Get Free Report)’s share price gapped down before the market opened on Wednesday . The stock had previously closed at $81.42, but opened at $77.41. Direxion Daily TSM Bull... More of this article »
Image for Metallus Inc. $MTUS Stake Cut by Systematic Financial Management LP

Metallus Inc. $MTUS Stake Cut by Systematic Financial Management LP

Systematic Financial Management LP cut its holdings in shares of Metallus Inc. (NYSE:MTUS – Free Report) by 2.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for 1,394,400 Shares in Entergy Corporation $ETR Bought by Mizuho Markets Americas LLC

1,394,400 Shares in Entergy Corporation $ETR Bought by Mizuho Markets Americas LLC

Mizuho Markets Americas LLC acquired a new stake in shares of Entergy Corporation (NYSE:ETR – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Small Cap Stocks Worth Watching – July 21st

Small Cap Stocks Worth Watching – July 21st

ProShares UltraPro Short QQQ, China Pharma, FREYR Battery, Spring Valley Acquisition, and AltC Acquisition are the five Small Cap stocks to watch today, according to MarketBeat’s stock screener tool. Small cap stocks are shares... More of this article »
Image for Analysts Set Viridian Therapeutics, Inc. (NASDAQ:VRDN) PT at $38.79

Analysts Set Viridian Therapeutics, Inc. (NASDAQ:VRDN) PT at $38.79

Shares of Viridian Therapeutics, Inc. (NASDAQ:VRDN – Get Free Report) have been assigned an average rating of “Moderate Buy” from the fourteen analysts that are presently covering the company, Marketbeat.com reports.... More of this article »
Image for Orvieto Partners L.P. Has $5.13 Million Holdings in Vail Resorts, Inc. $MTN

Orvieto Partners L.P. Has $5.13 Million Holdings in Vail Resorts, Inc. $MTN

Orvieto Partners L.P. lifted its holdings in shares of Vail Resorts, Inc. (NYSE:MTN – Free Report) by 33.3% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 40,000 shares of the company’s... More of this article »
Image for Inceptionr LLC Makes New Investment in NVR, Inc. $NVR

Inceptionr LLC Makes New Investment in NVR, Inc. $NVR

Inceptionr LLC purchased a new position in shares of NVR, Inc. (NYSE:NVR – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 230 shares... More of this article »
Image for NewEdge Wealth LLC Sells 2,036 Shares of Cummins Inc. $CMI

NewEdge Wealth LLC Sells 2,036 Shares of Cummins Inc. $CMI

NewEdge Wealth LLC trimmed its stake in Cummins Inc. (NYSE:CMI – Free Report) by 18.9% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Mizuho Markets Americas LLC Makes New Investment in Plains All American Pipeline Lp $PAA

Mizuho Markets Americas LLC Makes New Investment in Plains All American Pipeline Lp $PAA

Mizuho Markets Americas LLC purchased a new stake in shares of Plains All American Pipeline Lp (NASDAQ:PAA – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Sei Investments Co. Has $105.58 Million Stake in Aercap Holdings N.V. $AER

Sei Investments Co. Has $105.58 Million Stake in Aercap Holdings N.V. $AER

Sei Investments Co. raised its position in shares of Aercap Holdings N.V. (NYSE:AER – Free Report) by 23.2% in the first quarter, Holdings Channel reports. The fund owned 769,611 shares of the financial services provider’s... More of this article »
Image for Walleye Capital LLC Raises Stake in Crescent Energy Company $CRGY

Walleye Capital LLC Raises Stake in Crescent Energy Company $CRGY

Walleye Capital LLC increased its holdings in Crescent Energy Company (NYSE:CRGY – Free Report) by 2,153.2% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 180,664 shares of the company’s... More of this article »
Image for Berenberg Bank Reiterates Buy Rating for Bridgepoint Group (LON:BPT)

Berenberg Bank Reiterates Buy Rating for Bridgepoint Group (LON:BPT)

Bridgepoint Group (LON:BPT – Get Free Report)‘s stock had its “buy” rating reiterated by equities researchers at Berenberg Bank in a report released on Friday,London Stock Exchange reports. They presently have... More of this article »
Image for Analysts’ Recent Ratings Updates for UnitedHealth Group (UNH)

Analysts’ Recent Ratings Updates for UnitedHealth Group (UNH)

A number of research firms have changed their ratings and price targets for UnitedHealth Group (NYSE: UNH): 7/21/2026 – UnitedHealth Group was given a new $512.00 price target by BMO Capital Markets. 7/21/2026 – UnitedHealth... More of this article »
Image for 30,248 Shares in Flexsteel Industries, Inc. $FLXS Bought by Walleye Capital LLC

30,248 Shares in Flexsteel Industries, Inc. $FLXS Bought by Walleye Capital LLC

Walleye Capital LLC purchased a new stake in Flexsteel Industries, Inc. (NASDAQ:FLXS – Free Report) in the 1st quarter, HoldingsChannel reports. The fund purchased 30,248 shares of the company’s stock, valued at approximately... More of this article »
Image for Group One Trading LLC Sells 27,779 Shares of Enovis Corporation $ENOV

Group One Trading LLC Sells 27,779 Shares of Enovis Corporation $ENOV

Group One Trading LLC lessened its holdings in shares of Enovis Corporation (NYSE:ENOV – Free Report) by 92.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for NRG Energy, Inc. $NRG Shares Purchased by Sei Investments Co.

NRG Energy, Inc. $NRG Shares Purchased by Sei Investments Co.

Sei Investments Co. boosted its position in shares of NRG Energy, Inc. (NYSE:NRG – Free Report) by 50.4% during the first quarter, Holdings Channel.com reports. The firm owned 857,186 shares of the utilities provider’s... More of this article »
Image for Berenberg Bank Issues Positive Forecast for Victoria (LON:VCP) Stock Price

Berenberg Bank Issues Positive Forecast for Victoria (LON:VCP) Stock Price

Victoria (LON:VCP – Get Free Report) had its price objective upped by equities researchers at Berenberg Bank from GBX 60 to GBX 100 in a report released on Friday,London Stock Exchange reports. The brokerage currently has a... More of this article »
Image for Walleye Capital LLC Boosts Stock Position in Protara Therapeutics, Inc. $TARA

Walleye Capital LLC Boosts Stock Position in Protara Therapeutics, Inc. $TARA

Walleye Capital LLC grew its position in shares of Protara Therapeutics, Inc. (NASDAQ:TARA – Free Report) by 204.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 443,401 shares of the company’s stock... More of this article »
Image for Lido Advisors LLC Reduces Holdings in Union Pacific Corporation $UNP

Lido Advisors LLC Reduces Holdings in Union Pacific Corporation $UNP

Lido Advisors LLC trimmed its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 16.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Walleye Capital LLC Invests $2.17 Million in Plexus Corp. $PLXS

Walleye Capital LLC Invests $2.17 Million in Plexus Corp. $PLXS

Walleye Capital LLC bought a new stake in Plexus Corp. (NASDAQ:PLXS – Free Report) during the 1st quarter, HoldingsChannel reports. The institutional investor bought 10,740 shares of the technology company’s stock, valued... More of this article »
Image for Sprott Physical Gold Trust $PHYS Shares Sold by NewEdge Wealth LLC

Sprott Physical Gold Trust $PHYS Shares Sold by NewEdge Wealth LLC

NewEdge Wealth LLC lessened its stake in Sprott Physical Gold Trust (NYSEARCA:PHYS – Free Report) by 10.3% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for NewEdge Wealth LLC Cuts Stake in Howmet Aerospace Inc. $HWM

NewEdge Wealth LLC Cuts Stake in Howmet Aerospace Inc. $HWM

NewEdge Wealth LLC lessened its stake in shares of Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 8.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Cetera Investment Advisers Reduces Stock Position in Applied Materials, Inc. $AMAT

Cetera Investment Advisers Reduces Stock Position in Applied Materials, Inc. $AMAT

Cetera Investment Advisers lessened its position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 2.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Militia Capital Management LLC Makes New Investment in Floor & Decor Holdings, Inc. $FND

Militia Capital Management LLC Makes New Investment in Floor & Decor Holdings, Inc. $FND

Militia Capital Management LLC bought a new position in Floor & Decor Holdings, Inc. (NYSE:FND – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Independent Financial Group LLC Invests $447,000 in PACCAR Inc. $PCAR

Independent Financial Group LLC Invests $447,000 in PACCAR Inc. $PCAR

Independent Financial Group LLC purchased a new stake in PACCAR Inc. (NASDAQ:PCAR – Free Report) in the first quarter, HoldingsChannel reports. The firm purchased 3,871 shares of the company’s stock, valued at approximately... More of this article »
Image for Caxton Associates LLP Buys 31,646 Shares of Zoetis Inc. $ZTS

Caxton Associates LLP Buys 31,646 Shares of Zoetis Inc. $ZTS

Caxton Associates LLP increased its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 183.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Caxton Associates LLP Increases Stake in Norfolk Southern Corporation $NSC

Caxton Associates LLP Increases Stake in Norfolk Southern Corporation $NSC

Caxton Associates LLP grew its holdings in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 328.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Bowen Hanes & Co. Inc. Acquires 1,785 Shares of Intuitive Surgical, Inc. $ISRG

Bowen Hanes & Co. Inc. Acquires 1,785 Shares of Intuitive Surgical, Inc. $ISRG

Bowen Hanes & Co. Inc. boosted its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 1.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for KBC Group NV Has $6.01 Million Stake in MKS Inc. $MKSI

KBC Group NV Has $6.01 Million Stake in MKS Inc. $MKSI

KBC Group NV increased its stake in MKS Inc. (NASDAQ:MKSI – Free Report) by 1,181.9% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned... More of this article »
Image for SEB Asset Management AB Makes New $848,000 Investment in SPX Technologies, Inc. $SPXC

SEB Asset Management AB Makes New $848,000 Investment in SPX Technologies, Inc. $SPXC

SEB Asset Management AB acquired a new stake in SPX Technologies, Inc. (NYSE:SPXC – Free Report) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired... More of this article »
Image for SEB Asset Management AB Invests $3.20 Million in Zenas BioPharma, Inc. $ZBIO

SEB Asset Management AB Invests $3.20 Million in Zenas BioPharma, Inc. $ZBIO

SEB Asset Management AB acquired a new stake in shares of Zenas BioPharma, Inc. (NASDAQ:ZBIO – Free Report) during the first quarter, HoldingsChannel reports. The fund acquired 163,860 shares of the company’s stock, valued... More of this article »
Image for Swiss National Bank Cuts Stock Holdings in Webster Financial Corporation $WBS

Swiss National Bank Cuts Stock Holdings in Webster Financial Corporation $WBS

Swiss National Bank lowered its position in shares of Webster Financial Corporation (NYSE:WBS – Free Report) by 2.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for SEB Asset Management AB Takes Position in Rivian Automotive, Inc. $RIVN

SEB Asset Management AB Takes Position in Rivian Automotive, Inc. $RIVN

SEB Asset Management AB acquired a new position in shares of Rivian Automotive, Inc. (NASDAQ:RIVN – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Jennison Associates LLC Makes New Investment in CNX Resources Corporation. $CNX

Jennison Associates LLC Makes New Investment in CNX Resources Corporation. $CNX

Jennison Associates LLC acquired a new stake in CNX Resources Corporation. (NYSE:CNX – Free Report) during the first quarter, HoldingsChannel.com reports. The fund acquired 16,704 shares of the oil and gas producer’s stock,... More of this article »
Image for Meta Platforms, Inc. $META Shares Acquired by Mediolanum International Funds Ltd

Meta Platforms, Inc. $META Shares Acquired by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd grew its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Expand Energy Corporation $EXE Shares Sold by Jennison Associates LLC

Expand Energy Corporation $EXE Shares Sold by Jennison Associates LLC

Jennison Associates LLC lessened its holdings in Expand Energy Corporation (NASDAQ:EXE – Free Report) by 99.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for iShares Gold Trust $IAU Shares Sold by Compound Planning Inc.

iShares Gold Trust $IAU Shares Sold by Compound Planning Inc.

Compound Planning Inc. decreased its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 6.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Clarkston Capital Partners LLC Trims Position in Vanguard S&P 500 ETF $VOO

Clarkston Capital Partners LLC Trims Position in Vanguard S&P 500 ETF $VOO

Clarkston Capital Partners LLC reduced its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 95.3% in the first quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Principal Financial Group Inc. Has $13.48 Million Stake in The Chefs’ Warehouse, Inc. $CHEF

Principal Financial Group Inc. Has $13.48 Million Stake in The Chefs’ Warehouse, Inc. $CHEF

Principal Financial Group Inc. reduced its position in The Chefs’ Warehouse, Inc. (NASDAQ:CHEF – Free Report) by 6.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for iShares Core S&P 500 ETF $IVV Holdings Raised by Gibbs Wealth Management

iShares Core S&P 500 ETF $IVV Holdings Raised by Gibbs Wealth Management

Gibbs Wealth Management lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 151.9% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Bowen Hanes & Co. Inc. Increases Stock Holdings in Fabrinet $FN

Bowen Hanes & Co. Inc. Increases Stock Holdings in Fabrinet $FN

Bowen Hanes & Co. Inc. grew its position in shares of Fabrinet (NYSE:FN – Free Report) by 97.4% during the first quarter, Holdings Channel.com reports. The fund owned 98,715 shares of the technology company’s stock... More of this article »