Home » Author Archive
Pure Financial Advisors LLC Acquires 4,321 Shares of Cisco Systems, Inc. $CSCO
Pure Financial Advisors LLC increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 16.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 30,970 shares of the network equipment... More of this article »
Invesco BulletShares 2035 Corporate Bond ETF (BSCZ) To Go Ex-Dividend on June 22nd
Invesco BulletShares 2035 Corporate Bond ETF (NASDAQ:BSCZ – Get Free Report) declared a dividend on Friday, June 19th, NASDAQ Dividends reports. Shareholders of record on Monday, June 22nd will be given a dividend of 0.0869... More of this article »
iShares Core MSCI EAFE ETF $IEFA Position Boosted by Wick Capital Partners LLC
Wick Capital Partners LLC increased its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 9.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
John A. Wolfe & Associates Inc. Invests $1.31 Million in Vanguard High Dividend Yield ETF $VYM
John A. Wolfe & Associates Inc. acquired a new stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 9,097 shares of... More of this article »
Hsbc Holdings PLC Lowers Holdings in Bank of New York Mellon Corporation $BNY
Hsbc Holdings PLC reduced its stake in shares of Bank of New York Mellon Corporation (NYSE:BNY – Free Report) by 10.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 2,363,580 shares of the bank’s... More of this article »
Nalls Sherbakoff Group LLC Buys New Stake in Truist Financial Corporation $TFC
Nalls Sherbakoff Group LLC bought a new stake in shares of Truist Financial Corporation (NYSE:TFC – Free Report) during the 4th quarter, Holdings Channel reports. The firm bought 11,622 shares of the insurance provider’s... More of this article »
Nalls Sherbakoff Group LLC Takes $11.11 Million Position in Schwab International Equity ETF $SCHF
Nalls Sherbakoff Group LLC bought a new position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor bought 462,101 shares... More of this article »
42,803 Shares in Vanguard FTSE Developed Markets ETF $VEA Purchased by SHP Wealth Management
SHP Wealth Management purchased a new position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
SG Trading Solutions LLC Buys New Shares in Broadcom Inc. $AVGO
SG Trading Solutions LLC acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, HoldingsChannel reports. The fund acquired 26,187 shares of the semiconductor manufacturer’s... More of this article »
Nolet Wealth Management LLC Buys New Shares in iShares Core S&P 500 ETF $IVV
Nolet Wealth Management LLC bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund bought 60,954 shares of the company’s... More of this article »
Prologis, Inc. $PLD Shares Sold by Pacer Advisors Inc.
Pacer Advisors Inc. lowered its position in Prologis, Inc. (NYSE:PLD – Free Report) by 11.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 202,555 shares of the real estate investment trust’s... More of this article »
Pacer Advisors Inc. Boosts Position in Fortinet, Inc. $FTNT
Pacer Advisors Inc. boosted its holdings in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 31.3% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Walser Wealth Management Company A Ltd Liability Co Takes Position in JPMorgan Chase & Co. $JPM
Walser Wealth Management Company A Ltd Liability Co bought a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
2,652 Shares in American Express Company $AXP Purchased by PeakShares LLC
PeakShares LLC purchased a new position in American Express Company (NYSE:AXP) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 2,652 shares of... More of this article »
Marpai (NASDAQ:MRAI) Shares Up 6.3% – What’s Next?
Marpai, Inc. (NASDAQ:MRAI – Get Free Report)’s share price traded up 6.3% during trading on Thursday . The company traded as high as $0.6592 and last traded at $0.6592. 862 shares traded hands during mid-day trading, a... More of this article »
TCW Transform 500 ETF (BATS:VOTE) Stock Price Up 1.2% – What’s Next?
TCW Transform 500 ETF (BATS:VOTE – Get Free Report) rose 1.2% during trading on Thursday . The stock traded as high as $88.38 and last traded at $88.38. Approximately 15,231 shares changed hands during mid-day trading, a decline... More of this article »
NorthWestern (NASDAQ:NWE) Releases FY 2026 Earnings Guidance
NorthWestern (NASDAQ:NWE – Get Free Report) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 3.680-3.830 for the period, compared to the consensus estimate of 3.740. The company... More of this article »
Austin Gold (NYSE:AUST) Trading Down 2.3% – Here’s What Happened
Shares of Austin Gold Corp. (NYSE:AUST – Get Free Report) traded down 2.3% during trading on Thursday . The stock traded as low as $1.27 and last traded at $1.27. 91,785 shares traded hands during mid-day trading, a decline of... More of this article »
Green Ridge Wealth Planning LLC Purchases Shares of 2,584 Qualcomm Incorporated $QCOM
Green Ridge Wealth Planning LLC acquired a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
NikolAI (NIKO) Tops 24-Hour Volume of $3.84 Thousand
NikolAI (NIKO) traded down 1.8% against the U.S. dollar during the twenty-four hour period ending at 7:00 AM ET on June 20th. One NikolAI token can currently be purchased for approximately $0.0012 or 0.00000002 BTC on major cryptocurrency... More of this article »
Rockefeller Capital Management L.P. Increases Stake in Invesco S&P 500 Equal Weight ETF $RSP
Rockefeller Capital Management L.P. lifted its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 8.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,434,548 shares... More of this article »
Fidelity Total Bond ETF $FBND Holdings Lifted by Rehmann Capital Advisory Group
Rehmann Capital Advisory Group lifted its holdings in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 13.8% in the fourth quarter, HoldingsChannel reports. The fund owned 1,196,042 shares of the company’s stock... More of this article »
Virtu Financial LLC Takes Position in Uber Technologies, Inc. $UBER
Virtu Financial LLC bought a new position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Virtu Financial LLC Has $1.68 Million Stake in Shopify Inc. $SHOP
Virtu Financial LLC raised its holdings in Shopify Inc. (NASDAQ:SHOP – Free Report) (TSE:SHOP) by 305.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
MOGU (NYSE:MOGU) Shares Down 4.5% – Here’s Why
MOGU Inc. Sponsored ADR (NYSE:MOGU – Get Free Report)’s stock price was down 4.5% on Thursday . The stock traded as low as $2.07 and last traded at $2.11. Approximately 3,434 shares were traded during trading, a decline... More of this article »
John A. Wolfe & Associates Inc. Purchases New Stake in Vanguard International High Dividend Yield ETF $VYMI
John A. Wolfe & Associates Inc. acquired a new position in shares of Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) during the fourth quarter, HoldingsChannel.com reports. The firm acquired 5,580... More of this article »
Koenig Investment Advisory LLC Acquires New Shares in AbbVie Inc. $ABBV
Koenig Investment Advisory LLC bought a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 13,036 shares... More of this article »
Tulsa Wealth Advisors INC Invests $5.78 Million in AbbVie Inc. $ABBV
Tulsa Wealth Advisors INC acquired a new stake in AbbVie Inc. (NYSE:ABBV – Free Report) in the 4th quarter, Holdings Channel reports. The firm acquired 25,316 shares of the company’s stock, valued at approximately $5,784,000.... More of this article »
Meadowbrook Advisors Group LLC Makes New $494,000 Investment in Hilton Worldwide Holdings Inc. $HLT
Meadowbrook Advisors Group LLC acquired a new stake in Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 1,720 shares of the company’s stock,... More of this article »
3,917 Shares in American Electric Power Company, Inc. $AEP Bought by Worthington Financial Partners LLC
Worthington Financial Partners LLC purchased a new stake in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
SG Trading Solutions LLC Purchases Shares of 21,921 Netflix, Inc. $NFLX
SG Trading Solutions LLC acquired a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 21,921 shares of the Internet television network’s... More of this article »
Redwood Family Wealth LLC Purchases New Position in Innovator U.S. Equity Ultra Buffer ETF – December $UDEC
Redwood Family Wealth LLC acquired a new position in Innovator U.S. Equity Ultra Buffer ETF – December (BATS:UDEC – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 14,447 shares of the... More of this article »
Meadowbrook Advisors Group LLC Purchases Shares of 12,506 Ross Stores, Inc. $ROST
Meadowbrook Advisors Group LLC purchased a new position in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Broadcom (NASDAQ:AVGO) Trading Up 4.7% – Still a Buy?
Shares of Broadcom Inc. (NASDAQ:AVGO – Get Free Report) shot up 4.7% on Thursday . The stock traded as high as $412.70 and last traded at $411.35. 44,876,038 shares were traded during mid-day trading, an increase of 70% from... More of this article »
9,052 Shares in Merck & Co., Inc. $MRK Acquired by Larry Mathis Financial Planning LLC
Larry Mathis Financial Planning LLC acquired a new stake in Merck & Co., Inc. (NYSE:MRK – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 9,052 shares of the company’s stock, valued... More of this article »
Osbon Capital Management LLC Invests $1.51 Million in Golub Capital BDC, Inc. $GBDC
Osbon Capital Management LLC bought a new stake in shares of Golub Capital BDC, Inc. (NASDAQ:GBDC – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Hsbc Holdings PLC Purchases 85,808 Shares of The Allstate Corporation $ALL
Hsbc Holdings PLC raised its position in shares of The Allstate Corporation (NYSE:ALL – Free Report) by 8.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Midway Capital Research & Management Makes New Investment in Lincoln Electric Holdings, Inc. $LECO
Midway Capital Research & Management purchased a new stake in Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Pacer Advisors Inc. Acquires 65,598 Shares of Southern Copper Corporation $SCCO
Pacer Advisors Inc. boosted its stake in Southern Copper Corporation (NYSE:SCCO – Free Report) by 23.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Pacer Advisors Inc. Reduces Holdings in Tesla, Inc. $TSLA
Pacer Advisors Inc. reduced its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 336,846 shares of the electric... More of this article »
Montanaro Asset Management Ltd Sells 13,000 Shares of Paycom Software, Inc. $PAYC
Montanaro Asset Management Ltd lessened its holdings in shares of Paycom Software, Inc. (NYSE:PAYC – Free Report) by 20.5% in the 4th quarter, Holdings Channel reports. The institutional investor owned 50,500 shares of the... More of this article »
Larry Mathis Financial Planning LLC Invests $5.54 Million in ProShares High Yield-Interest Rate Hedged ETF $HYHG
Larry Mathis Financial Planning LLC acquired a new position in shares of ProShares High Yield-Interest Rate Hedged ETF (BATS:HYHG – Free Report) in the 4th quarter, Holdings Channel reports. The fund acquired 86,077 shares of... More of this article »
Mengis Capital Management Inc. Acquires Shares of 42,415 Principal Spectrum Preferred Securities Active ETF $PREF
Mengis Capital Management Inc. bought a new position in shares of Principal Spectrum Preferred Securities Active ETF (NYSEARCA:PREF – Free Report) during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Pure Financial Advisors LLC Has $3.01 Million Stock Holdings in Vanguard Tax-Exempt Bond ETF $VTEB
Pure Financial Advisors LLC boosted its holdings in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 24.2% during the fourth quarter, HoldingsChannel reports. The fund owned 59,881 shares of the company’s... More of this article »
Storen Legacy Partners LLC Makes New $469,000 Investment in The PNC Financial Services Group, Inc $PNC
Storen Legacy Partners LLC purchased a new position in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Tobam Acquires 3,898 Shares of Twilio Inc. $TWLO
Tobam raised its holdings in shares of Twilio Inc. (NYSE:TWLO – Free Report) by 58.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 10,517... More of this article »
iShares Core S&P Small-Cap ETF $IJR Shares Bought by Rehmann Capital Advisory Group
Rehmann Capital Advisory Group boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.4% during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Tobam Increases Holdings in W.W. Grainger, Inc. $GWW
Tobam lifted its holdings in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 3,283.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »