Home » Author Archive

Image for Ieq Capital LLC Makes New $29.10 Million Investment in Citizens Financial Group, Inc. $CFG

Ieq Capital LLC Makes New $29.10 Million Investment in Citizens Financial Group, Inc. $CFG

Ieq Capital LLC bought a new position in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) during the second quarter, HoldingsChannel.com reports. The fund bought 415,311 shares of the bank’s stock, valued at approximately... More of this article »
Image for CoreWeave Inc. $CRWV Shares Sold by Rakuten Securities Inc.

CoreWeave Inc. $CRWV Shares Sold by Rakuten Securities Inc.

Rakuten Securities Inc. lessened its holdings in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 38.5% in the second quarter, Holdings Channel.com reports. The institutional investor owned 22,102 shares of the company’s... More of this article »
Image for Ieq Capital LLC Takes $24.71 Million Position in Wealthfront $WLTH

Ieq Capital LLC Takes $24.71 Million Position in Wealthfront $WLTH

Ieq Capital LLC purchased a new stake in Wealthfront (NASDAQ:WLTH – Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 2,763,569 shares of... More of this article »
Image for Shelter Mutual Insurance Co Makes New $16.23 Million Investment in Vanguard Energy ETF $VDE

Shelter Mutual Insurance Co Makes New $16.23 Million Investment in Vanguard Energy ETF $VDE

Shelter Mutual Insurance Co purchased a new position in Vanguard Energy ETF (NYSEARCA:VDE – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for NFJ Investment Group LLC Takes $2.23 Million Position in Curbline Properties Corp. $CURB

NFJ Investment Group LLC Takes $2.23 Million Position in Curbline Properties Corp. $CURB

NFJ Investment Group LLC purchased a new stake in shares of Curbline Properties Corp. (NYSE:CURB – Free Report) in the second quarter, according to its most recent disclosure with the SEC. The firm purchased 73,263 shares of... More of this article »
Image for 1,744 Shares in Woodward, Inc. $WWD Purchased by Keating Financial Advisory Services Inc.

1,744 Shares in Woodward, Inc. $WWD Purchased by Keating Financial Advisory Services Inc.

Keating Financial Advisory Services Inc. acquired a new position in shares of Woodward, Inc. (NASDAQ:WWD – Free Report) during the second quarter, HoldingsChannel reports. The fund acquired 1,744 shares of the technology company’s... More of this article »
Image for NFJ Investment Group LLC Takes Position in Cathay General Bancorp $CATY

NFJ Investment Group LLC Takes Position in Cathay General Bancorp $CATY

NFJ Investment Group LLC bought a new position in Cathay General Bancorp (NASDAQ:CATY – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 16,471... More of this article »
Image for Virtus Advisers LLC Buys Shares of 2,542 Manhattan Associates, Inc. $MANH

Virtus Advisers LLC Buys Shares of 2,542 Manhattan Associates, Inc. $MANH

Virtus Advisers LLC bought a new position in shares of Manhattan Associates, Inc. (NASDAQ:MANH – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The fund bought 2,542 shares of the software maker’s stock,... More of this article »
Image for 5,406 Shares in RenaissanceRe Holdings Ltd. $RNR Purchased by Vise Technologies Inc.

5,406 Shares in RenaissanceRe Holdings Ltd. $RNR Purchased by Vise Technologies Inc.

Vise Technologies Inc. bought a new stake in shares of RenaissanceRe Holdings Ltd. (NYSE:RNR – Free Report) in the second quarter, Holdings Channel reports. The fund bought 5,406 shares of the insurance provider’s stock,... More of this article »
Image for 38,146 Shares in Freshpet, Inc. $FRPT Bought by Trillium Asset Management LLC

38,146 Shares in Freshpet, Inc. $FRPT Bought by Trillium Asset Management LLC

Trillium Asset Management LLC bought a new stake in shares of Freshpet, Inc. (NASDAQ:FRPT – Free Report) in the second quarter, Holdings Channel reports. The fund bought 38,146 shares of the company’s stock, valued at... More of this article »
Image for OVERSEA CHINESE BANKING Corp Ltd Takes $723,000 Position in IQVIA Holdings Inc. $IQV

OVERSEA CHINESE BANKING Corp Ltd Takes $723,000 Position in IQVIA Holdings Inc. $IQV

OVERSEA CHINESE BANKING Corp Ltd purchased a new stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 3,743 shares... More of this article »
Image for Perigon Wealth Management LLC Sells 11,394 Shares of Palantir Technologies Inc. $PLTR

Perigon Wealth Management LLC Sells 11,394 Shares of Palantir Technologies Inc. $PLTR

Perigon Wealth Management LLC trimmed its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 12.0% in the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for 2,961 Shares in Northern Trust Corporation $NTRS Acquired by Cauble & Harre Wealth Management Inc.

2,961 Shares in Northern Trust Corporation $NTRS Acquired by Cauble & Harre Wealth Management Inc.

Cauble & Harre Wealth Management Inc. bought a new position in shares of Northern Trust Corporation (NASDAQ:NTRS – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Keebeck Wealth Management Buys New Position in General Dynamics Corporation $GD

Keebeck Wealth Management Buys New Position in General Dynamics Corporation $GD

Keebeck Wealth Management bought a new stake in General Dynamics Corporation (NYSE:GD – Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 1,387 shares... More of this article »
Image for Leeward Financial Partners LLC Buys Shares of 9,728 Starbucks Corporation $SBUX

Leeward Financial Partners LLC Buys Shares of 9,728 Starbucks Corporation $SBUX

Leeward Financial Partners LLC purchased a new position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for OneDigital Investment Advisors LLC Purchases New Holdings in Starbucks Corporation $SBUX

OneDigital Investment Advisors LLC Purchases New Holdings in Starbucks Corporation $SBUX

OneDigital Investment Advisors LLC acquired a new stake in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) in the second quarter, HoldingsChannel reports. The fund acquired 42,622 shares of the coffee company’s... More of this article »
Image for OVERSEA CHINESE BANKING Corp Ltd Acquires Shares of 2,480 Ferrari N.V. $RACE

OVERSEA CHINESE BANKING Corp Ltd Acquires Shares of 2,480 Ferrari N.V. $RACE

OVERSEA CHINESE BANKING Corp Ltd bought a new position in Ferrari N.V. (NYSE:RACE – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 2,480... More of this article »
Image for RVW Wealth LLC Cuts Stake in Apple Inc. $AAPL

RVW Wealth LLC Cuts Stake in Apple Inc. $AAPL

RVW Wealth LLC lessened its stake in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.8% during the second quarter, HoldingsChannel reports. The firm owned 132,157 shares of the iPhone maker’s stock after selling... More of this article »
Image for J. M. Brown & Associates Inc. Buys Shares of 3,429 Lam Research Corporation $LRCX

J. M. Brown & Associates Inc. Buys Shares of 3,429 Lam Research Corporation $LRCX

J. M. Brown & Associates Inc. purchased a new position in Lam Research Corporation (NASDAQ:LRCX – Free Report) in the second quarter, Holdings Channel reports. The fund purchased 3,429 shares of the semiconductor company’s... More of this article »
Image for Green Alpha Advisors LLC Makes New $739,000 Investment in Microchip Technology Incorporated $MCHP

Green Alpha Advisors LLC Makes New $739,000 Investment in Microchip Technology Incorporated $MCHP

Green Alpha Advisors LLC bought a new position in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) during the 2nd quarter, HoldingsChannel reports. The fund bought 8,102 shares of the semiconductor company’s... More of this article »
Image for GCQ FUNDS MANAGEMENT PTY Ltd Acquires New Shares in CME Group Inc. $CME

GCQ FUNDS MANAGEMENT PTY Ltd Acquires New Shares in CME Group Inc. $CME

GCQ FUNDS MANAGEMENT PTY Ltd bought a new stake in CME Group Inc. (NASDAQ:CME – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for JinkoSolar Holding Company Limited (NYSE:JKS) Receives Consensus Recommendation of “Hold” from Analysts

JinkoSolar Holding Company Limited (NYSE:JKS) Receives Consensus Recommendation of “Hold” from Analysts

Shares of JinkoSolar Holding Company Limited (NYSE:JKS – Get Free Report) have been given an average recommendation of “Hold” by the seven analysts that are presently covering the stock, MarketBeat.com reports. Two... More of this article »
Image for Analysts Set ZoomInfo Technologies Inc. (NASDAQ:GTM) PT at $5.93

Analysts Set ZoomInfo Technologies Inc. (NASDAQ:GTM) PT at $5.93

Shares of ZoomInfo Technologies Inc. (NASDAQ:GTM – Get Free Report) have earned a consensus recommendation of “Reduce” from the eighteen brokerages that are currently covering the firm, MarketBeat.com reports. Seven... More of this article »
Image for Wealthfront Advisers LLC Invests $556,000 in Sun Communities, Inc. $SUI

Wealthfront Advisers LLC Invests $556,000 in Sun Communities, Inc. $SUI

Wealthfront Advisers LLC acquired a new position in Sun Communities, Inc. (NYSE:SUI – Free Report) during the 2nd quarter, Holdings Channel reports. The fund acquired 4,633 shares of the real estate investment trust’s... More of this article »
Image for 5,256 Shares in Globe Life Inc. $GL Purchased by NewEdge Wealth LLC

5,256 Shares in Globe Life Inc. $GL Purchased by NewEdge Wealth LLC

NewEdge Wealth LLC acquired a new position in Globe Life Inc. (NYSE:GL – Free Report) during the 2nd quarter, HoldingsChannel reports. The fund acquired 5,256 shares of the company’s stock, valued at approximately $939,000.... More of this article »
Image for 4,052 Shares in Nucor Corporation $NUE Bought by NewEdge Wealth LLC

4,052 Shares in Nucor Corporation $NUE Bought by NewEdge Wealth LLC

NewEdge Wealth LLC acquired a new position in shares of Nucor Corporation (NYSE:NUE – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 4,052 shares of the basic... More of this article »
Image for Mercury Systems Inc (NASDAQ:MRCY) Receives Consensus Recommendation of “Hold” from Brokerages

Mercury Systems Inc (NASDAQ:MRCY) Receives Consensus Recommendation of “Hold” from Brokerages

Mercury Systems Inc (NASDAQ:MRCY – Get Free Report) has been assigned a consensus recommendation of “Hold” from the twelve analysts that are covering the firm, Marketbeat Ratings reports. Two equities research analysts... More of this article »
Image for Heartland Advisors Inc. Invests $34.08 Million in Centerra Gold Inc. $CGAU

Heartland Advisors Inc. Invests $34.08 Million in Centerra Gold Inc. $CGAU

Heartland Advisors Inc. bought a new position in shares of Centerra Gold Inc. (NYSE:CGAU – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Graham (NYSE:GHM) Shares Gap Down   – Here’s What Happened

Graham (NYSE:GHM) Shares Gap Down – Here’s What Happened

Shares of Graham Corporation (NYSE:GHM – Get Free Report) gapped down prior to trading on Thursday . The stock had previously closed at $111.17, but opened at $103.56. Graham shares last traded at $101.40, with a volume of 10,545... More of this article »
Image for N.E.W. Advisory Services LLC Purchases New Shares in Wells Fargo & Company $WFC

N.E.W. Advisory Services LLC Purchases New Shares in Wells Fargo & Company $WFC

N.E.W. Advisory Services LLC bought a new position in Wells Fargo & Company (NYSE:WFC) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 29,767... More of this article »
Image for Janney Montgomery Scott LLC Cuts Stake in SPDR Gold Shares $GLD

Janney Montgomery Scott LLC Cuts Stake in SPDR Gold Shares $GLD

Janney Montgomery Scott LLC lessened its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 3.1% in the second quarter, Holdings Channel reports. The fund owned 267,785 shares of the exchange traded fund’s stock... More of this article »
Image for Orca Investment Management LLC Acquires New Stake in The Home Depot, Inc. $HD

Orca Investment Management LLC Acquires New Stake in The Home Depot, Inc. $HD

Orca Investment Management LLC bought a new position in The Home Depot, Inc. (NYSE:HD – Free Report) during the second quarter, HoldingsChannel.com reports. The fund bought 4,489 shares of the home improvement retailer’s... More of this article »
Image for Danske Bank A S Purchases New Stake in CoStar Group, Inc. $CSGP

Danske Bank A S Purchases New Stake in CoStar Group, Inc. $CSGP

Danske Bank A S bought a new position in shares of CoStar Group, Inc. (NASDAQ:CSGP – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Callan Family Office LLC Purchases Shares of 53,914 Ross Stores, Inc. $ROST

Callan Family Office LLC Purchases Shares of 53,914 Ross Stores, Inc. $ROST

Callan Family Office LLC bought a new stake in Ross Stores, Inc. (NASDAQ:ROST – Free Report) during the second quarter, HoldingsChannel.com reports. The fund bought 53,914 shares of the apparel retailer’s stock, valued... More of this article »
Image for Heartland Advisors Inc. Purchases New Stake in Murphy USA Inc. $MUSA

Heartland Advisors Inc. Purchases New Stake in Murphy USA Inc. $MUSA

Heartland Advisors Inc. purchased a new stake in shares of Murphy USA Inc. (NYSE:MUSA – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased... More of this article »
Image for Heartland Advisors Inc. Makes New $11.87 Million Investment in D.R. Horton, Inc. $DHI

Heartland Advisors Inc. Makes New $11.87 Million Investment in D.R. Horton, Inc. $DHI

Heartland Advisors Inc. bought a new stake in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm bought 72,847 shares of the construction company’s stock, valued... More of this article »
Image for Heartland Advisors Inc. Takes Position in Innovex International, Inc. $INVX

Heartland Advisors Inc. Takes Position in Innovex International, Inc. $INVX

Heartland Advisors Inc. purchased a new stake in shares of Innovex International, Inc. (NYSE:INVX – Free Report) in the second quarter, HoldingsChannel.com reports. The firm purchased 444,373 shares of the company’s stock,... More of this article »
Image for Sandisk Corporation (NASDAQ:SNDK) Receives Average Recommendation of “Buy” from Analysts

Sandisk Corporation (NASDAQ:SNDK) Receives Average Recommendation of “Buy” from Analysts

Sandisk Corporation (NASDAQ:SNDK – Get Free Report) has been given an average recommendation of “Buy” by the twenty-six ratings firms that are presently covering the firm, Marketbeat Ratings reports. Three investment... More of this article »
Image for Donald Smith & CO. Inc. Takes Position in Perpetua Resources Corp. $PPTA

Donald Smith & CO. Inc. Takes Position in Perpetua Resources Corp. $PPTA

Donald Smith & CO. Inc. purchased a new position in shares of Perpetua Resources Corp. (NASDAQ:PPTA – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares (NASDAQ:XNDU) Given Consensus Rating of “Moderate Buy” by Brokerages

Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares (NASDAQ:XNDU) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of Xanadu Quantum Technologies Limited Class B Subordinate Voting Shares (NASDAQ:XNDU – Get Free Report) have been assigned an average recommendation of “Moderate Buy” from the five analysts that are currently... More of this article »
Image for Kraken Robotics Inc. (CVE:PNG) Receives Consensus Rating of “Moderate Buy” from Brokerages

Kraken Robotics Inc. (CVE:PNG) Receives Consensus Rating of “Moderate Buy” from Brokerages

Kraken Robotics Inc. (CVE:PNG – Get Free Report) has earned a consensus rating of “Moderate Buy” from the six analysts that are covering the company, MarketBeat Ratings reports. One analyst has rated the stock with... More of this article »
Image for Encore Global Management LP Makes New $1.51 Million Investment in T-Mobile US, Inc. $TMUS

Encore Global Management LP Makes New $1.51 Million Investment in T-Mobile US, Inc. $TMUS

Encore Global Management LP bought a new stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 9,000 shares of... More of this article »
Image for Greenspring Advisors LLC Acquires Shares of 4,661 The TJX Companies, Inc. $TJX

Greenspring Advisors LLC Acquires Shares of 4,661 The TJX Companies, Inc. $TJX

Greenspring Advisors LLC purchased a new stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) in the second quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 4,661 shares of... More of this article »
Image for Green Alpha Advisors LLC Buys New Shares in Canadian Solar Inc. $CSIQ

Green Alpha Advisors LLC Buys New Shares in Canadian Solar Inc. $CSIQ

Green Alpha Advisors LLC acquired a new stake in shares of Canadian Solar Inc. (NASDAQ:CSIQ – Free Report) in the second quarter, Holdings Channel.com reports. The firm acquired 38,370 shares of the solar energy provider’s... More of this article »
Image for Green Alpha Advisors LLC Takes Position in Twist Bioscience Corporation $TWST

Green Alpha Advisors LLC Takes Position in Twist Bioscience Corporation $TWST

Green Alpha Advisors LLC purchased a new position in Twist Bioscience Corporation (NASDAQ:TWST – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm purchased 5,178 shares of the... More of this article »
Image for Danske Bank A S Purchases Shares of 98,694 The Cooper Companies, Inc. $COO

Danske Bank A S Purchases Shares of 98,694 The Cooper Companies, Inc. $COO

Danske Bank A S purchased a new stake in shares of The Cooper Companies, Inc. (NASDAQ:COO – Free Report) during the 2nd quarter, HoldingsChannel reports. The fund purchased 98,694 shares of the medical device company’s... More of this article »
Image for Griffin Asset Management Inc. Boosts Stake in Abbott Laboratories $ABT

Griffin Asset Management Inc. Boosts Stake in Abbott Laboratories $ABT

Griffin Asset Management Inc. grew its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 8.4% during the 2nd quarter, Holdings Channel.com reports. The firm owned 70,945 shares of the healthcare product maker’s... More of this article »
Image for 68,048 Shares in Marvell Technology, Inc. $MRVL Acquired by Geneva Partners LLC

68,048 Shares in Marvell Technology, Inc. $MRVL Acquired by Geneva Partners LLC

Geneva Partners LLC bought a new stake in Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Auna Q2 Earnings Call Highlights

Auna Q2 Earnings Call Highlights

Auna (NYSE:AUNA) reported second-quarter results marked by continued revenue growth, improving cash generation and a sequential recovery in patient volumes in Mexico, though adjusted EBITDA declined amid margin pressures, talent investments... More of this article »
Image for Great Lakes Advisors LLC Invests $1.65 Million in Marathon Petroleum Corporation $MPC

Great Lakes Advisors LLC Invests $1.65 Million in Marathon Petroleum Corporation $MPC

Great Lakes Advisors LLC acquired a new position in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) in the second quarter, Holdings Channel reports. The firm acquired 6,444 shares of the oil and gas company’s... More of this article »