Home » Author Archive
UBS Group AG Increases Holdings in Clearfield, Inc. $CLFD
UBS Group AG raised its stake in shares of Clearfield, Inc. (NASDAQ:CLFD – Free Report) by 13.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 105,849 shares of the communications equipment... More of this article »
UBS Group AG Has $2.87 Million Stock Position in Adeia Inc. $ADEA
UBS Group AG reduced its position in Adeia Inc. (NASDAQ:ADEA – Free Report) by 40.9% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 166,409 shares of the company’s stock after selling... More of this article »
UBS Group AG Purchases 125,275 Shares of iShares MSCI UAE ETF $UAE
UBS Group AG lifted its position in shares of iShares MSCI UAE ETF (NASDAQ:UAE – Free Report) by 457.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Hafnia Limited $HAFN Shares Acquired by UBS Group AG
UBS Group AG grew its stake in Hafnia Limited (NYSE:HAFN – Free Report) by 81.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 530,248... More of this article »
UBS Group AG Acquires 55,510 Shares of Caledonia Mining Corporation PLC $CMCL
UBS Group AG raised its holdings in Caledonia Mining Corporation PLC (NYSEAMERICAN:CMCL – Free Report) by 103.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 109,297 shares of the company’s... More of this article »
Weekly Research Analysts’ Ratings Updates for Smith & Nephew SNATS (SNN)
A number of firms have modified their ratings and price targets on shares of Smith & Nephew SNATS (NYSE: SNN) recently: 5/25/2026 – Smith & Nephew SNATS had its “buy” rating reaffirmed by The Goldman Sachs... More of this article »
Schwab U.S. Large-Cap Growth ETF $SCHG Stock Holdings Lifted by Goepper Burkhardt LLC
Goepper Burkhardt LLC lifted its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 2.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Kestra Investment Management LLC Has $32.68 Million Stake in Vanguard Mortgage-Backed Securities ETF $VMBS
Kestra Investment Management LLC decreased its holdings in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 37.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
iShares Core U.S. REIT ETF $USRT Shares Purchased by Kestra Investment Management LLC
Kestra Investment Management LLC increased its position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 11.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Avantis U.S. Equity ETF $AVUS Stock Holdings Boosted by Kestra Investment Management LLC
Kestra Investment Management LLC raised its position in shares of Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 15.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
VanEck Long Muni ETF $MLN Shares Acquired by Kestra Investment Management LLC
Kestra Investment Management LLC increased its position in VanEck Long Muni ETF (BATS:MLN – Free Report) by 28.8% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Global Retirement Partners LLC Buys 7,008 Shares of State Street Corporation $STT
Global Retirement Partners LLC raised its stake in State Street Corporation (NYSE:STT – Free Report) by 476.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 8,478 shares of the asset manager’s stock... More of this article »
Seaview Investment Managers LLC Boosts Holdings in SPDR Gold Shares $GLD
Seaview Investment Managers LLC boosted its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 120.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Glenview Trust Co Invests $1.39 Million in Fiserv, Inc. $FISV
Glenview Trust Co purchased a new position in Fiserv, Inc. (NASDAQ:FISV – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Capital Group Core Equity ETF $CGUS Stock Holdings Increased by Harbour Investments Inc.
Harbour Investments Inc. lifted its stake in Capital Group Core Equity ETF (NYSEARCA:CGUS – Free Report) by 10.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Stephens Inc. AR Acquires 2,367 Shares of Meta Platforms, Inc. $META
Stephens Inc. AR increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Invesco KBW Bank ETF $KBWB Shares Bought by Fisher Asset Management LLC
Fisher Asset Management LLC grew its position in shares of Invesco KBW Bank ETF (NASDAQ:KBWB – Free Report) by 9.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,568,214... More of this article »
PureCycle Technologies (NASDAQ:PCT) and Enviri (NYSE:NVRI) Head to Head Comparison
PureCycle Technologies (NASDAQ:PCT – Get Free Report) and Enviri (NYSE:NVRI – Get Free Report) are both business services companies, but which is the superior business? We will compare the two businesses based on the strength... More of this article »
Avantis Emerging Markets Equity ETF $AVEM Shares Bought by Glenview Trust Co
Glenview Trust Co raised its position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 22.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Legato Capital Management LLC Purchases Shares of 13,551 Apogee Therapeutics Inc. $APGE
Legato Capital Management LLC purchased a new stake in shares of Apogee Therapeutics Inc. (NASDAQ:APGE – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor purchased 13,551 shares of... More of this article »
Hantz Financial Services Inc. Raises Stock Holdings in Roche Holding AG $RHHBY
Hantz Financial Services Inc. increased its position in Roche Holding AG (OTCMKTS:RHHBY – Free Report) by 164.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
HBK Sorce Advisory LLC Increases Stake in Cummins Inc. $CMI
HBK Sorce Advisory LLC increased its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 33.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
JPMorgan Chase & Co. Issues Positive Forecast for Antofagasta (LON:ANTO) Stock Price
Antofagasta (LON:ANTO – Get Free Report) had its target price boosted by equities research analysts at JPMorgan Chase & Co. from GBX 3,200 to GBX 3,400 in a research note issued to investors on Tuesday,London Stock Exchange... More of this article »
Matson, Inc. $MATX Shares Purchased by New Age Alpha Advisors LLC
New Age Alpha Advisors LLC increased its stake in shares of Matson, Inc. (NYSE:MATX – Free Report) by 3,920.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
New Age Alpha Advisors LLC Raises Stock Position in SEI Investments Company $SEIC
New Age Alpha Advisors LLC increased its holdings in shares of SEI Investments Company (NASDAQ:SEIC – Free Report) by 280.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Arcosa, Inc. $ACA Stock Position Increased by New Age Alpha Advisors LLC
New Age Alpha Advisors LLC boosted its position in Arcosa, Inc. (NYSE:ACA – Free Report) by 1,350.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
New Age Alpha Advisors LLC Has $3.48 Million Stake in The Simply Good Foods Company $SMPL
New Age Alpha Advisors LLC grew its stake in The Simply Good Foods Company (NASDAQ:SMPL – Free Report) by 2,413.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
New Age Alpha Advisors LLC Purchases 8,712 Shares of Weatherford International PLC $WFRD
New Age Alpha Advisors LLC grew its stake in shares of Weatherford International PLC (NASDAQ:WFRD – Free Report) by 19.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Jefferies Financial Group Inc. Purchases Shares of 67,790 Aflac Incorporated $AFL
Jefferies Financial Group Inc. purchased a new stake in Aflac Incorporated (NYSE:AFL – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Jefferies Financial Group Inc. Acquires 84,497 Shares of KeyCorp $KEY
Jefferies Financial Group Inc. boosted its holdings in shares of KeyCorp (NYSE:KEY – Free Report) by 62.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Jefferies Financial Group Inc. Has $4.67 Million Holdings in Labcorp Holdings Inc. $LH
Jefferies Financial Group Inc. increased its holdings in Labcorp Holdings Inc. (NYSE:LH – Free Report) by 221.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Prospera Financial Services Inc Increases Stake in Barclays PLC $BCS
Prospera Financial Services Inc boosted its stake in Barclays PLC (NYSE:BCS) by 113.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 153,810 shares... More of this article »
Analysts’ Recent Ratings Updates for Cenovus Energy (CVE)
Cenovus Energy (NYSE: CVE) recently received a number of ratings updates from brokerages and research firms: 5/19/2026 – Cenovus Energy had its price target raised by Royal Bank Of Canada from $45.00 to $47.00. They now have... More of this article »
Northwestern Mutual Wealth Management Co. Boosts Stock Position in Crown Castle Inc. $CCI
Northwestern Mutual Wealth Management Co. lifted its position in Crown Castle Inc. (NYSE:CCI – Free Report) by 123.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 36,080 shares of the... More of this article »
Microsoft Corporation $MSFT is GPM Growth Investors Inc.’s 2nd Largest Position
GPM Growth Investors Inc. lowered its stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 3.6% 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 »
BlackRock Science and Technology Term Trust $BSTZ Shares Acquired by Blue Bell Private Wealth Management LLC
Blue Bell Private Wealth Management LLC increased its stake in BlackRock Science and Technology Term Trust (NASDAQ:BSTZ – Free Report) by 15.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Ceera Investments LLC Sells 120,031 Shares of Freshworks Inc. $FRSH
Ceera Investments LLC lowered its stake in shares of Freshworks Inc. (NASDAQ:FRSH – Free Report) by 22.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 419,063 shares of the company’s stock... More of this article »
Vanguard Core Bond ETF $VCRB is Diversified Portfolios Inc.’s 3rd Largest Position
Diversified Portfolios Inc. raised its holdings in shares of Vanguard Core Bond ETF (NASDAQ:VCRB – Free Report) by 8.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
AltaGas Ltd. (OTCMKTS:ATGFF) Given Consensus Rating of “Buy” by Analysts
Shares of AltaGas Ltd. (OTCMKTS:ATGFF – Get Free Report) have received an average recommendation of “Buy” from the six ratings firms that are presently covering the stock, Marketbeat Ratings reports. Six research... More of this article »
Vivendi (OTCMKTS:VIVEF) Shares Cross Above 200-Day Moving Average – What’s Next?
Vivendi SE (OTCMKTS:VIVEF – Get Free Report)’s stock price passed above its 200-day moving average during trading on Monday . The stock has a 200-day moving average of $2.67 and traded as high as $2.75. Vivendi shares last... More of this article »
Aegon (NYSE:AEG) Stock Passes Above 200 Day Moving Average – Here’s Why
Aegon NV (NYSE:AEG – Get Free Report) crossed above its two hundred day moving average during trading on Monday . The stock has a two hundred day moving average of $7.69 and traded as high as $8.65. Aegon shares last traded at... More of this article »
Whitestone REIT (NYSE:WSR) Stock Price Passes Above Two Hundred Day Moving Average – Should You Sell?
Shares of Whitestone REIT (NYSE:WSR – Get Free Report) crossed above its 200-day moving average during trading on Monday . The stock has a 200-day moving average of $15.49 and traded as high as $18.99. Whitestone REIT shares... More of this article »
Financial Contrast: BrewBilt Manufacturing (BBRW) and Its Competitors
Risk & Volatility BrewBilt Manufacturing has a beta of 2.22, indicating that its stock price is 122% more volatile than the S&P 500. Comparatively, BrewBilt Manufacturing’s competitors have a beta of 14.46, indicating... More of this article »
Analyzing Community Heritage Financial (OTCMKTS:CMHF) and MainStreet Bank (NASDAQ:MNSB)
Community Heritage Financial (OTCMKTS:CMHF – Get Free Report) and MainStreet Bank (NASDAQ:MNSB – Get Free Report) are both small-cap finance companies, but which is the superior investment? We will compare the two companies... More of this article »
Head to Head Comparison: Tower Semiconductor (NASDAQ:TSEM) versus IQE (OTCMKTS:IQEPF)
Tower Semiconductor (NASDAQ:TSEM – Get Free Report) and IQE (OTCMKTS:IQEPF – Get Free Report) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the... More of this article »
Head-To-Head Comparison: Apyx Medical (NASDAQ:APYX) versus Valneva (NASDAQ:VALN)
Apyx Medical (NASDAQ:APYX – Get Free Report) and Valneva (NASDAQ:VALN – Get Free Report) are both small-cap medical companies, but which is the better business? We will contrast the two companies based on the strength of... More of this article »
Reviewing Mettler-Toledo International (NYSE:MTD) & QHSLab (OTCMKTS:USAQ)
QHSLab (OTCMKTS:USAQ – Get Free Report) and Mettler-Toledo International (NYSE:MTD – Get Free Report) are both medical companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
Contrasting Bank of Marin Bancorp (NASDAQ:BMRC) and Western Alliance Bancorporation (NYSE:WAL)
Western Alliance Bancorporation (NYSE:WAL – Get Free Report) and Bank of Marin Bancorp (NASDAQ:BMRC – Get Free Report) are both finance companies, but which is the better investment? We will compare the two businesses based... More of this article »