Home » Author Archive

Image for SPS Commerce, Inc. (NASDAQ:SPSC) Shares Sold by AMI Asset Management Corp

SPS Commerce, Inc. (NASDAQ:SPSC) Shares Sold by AMI Asset Management Corp

AMI Asset Management Corp lessened its stake in SPS Commerce, Inc. (NASDAQ:SPSC – Free Report) by 3.4% during the fourth quarter, Holdings Channel reports. The firm owned 7,067 shares of the software maker’s stock after... More of this article »
Image for Legal Advantage Investments Inc. Takes Position in Bristol-Myers Squibb (NYSE:BMY)

Legal Advantage Investments Inc. Takes Position in Bristol-Myers Squibb (NYSE:BMY)

Legal Advantage Investments Inc. acquired a new position in Bristol-Myers Squibb (NYSE:BMY – Free Report) in the fourth quarter, Holdings Channel reports. The fund acquired 3,891 shares of the biopharmaceutical company’s... More of this article »
Image for West Pharmaceutical Services, Inc. (NYSE:WST) Shares Sold by AMI Asset Management Corp

West Pharmaceutical Services, Inc. (NYSE:WST) Shares Sold by AMI Asset Management Corp

AMI Asset Management Corp lowered its stake in West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) by 0.8% during the fourth quarter, HoldingsChannel reports. The firm owned 182,660 shares of the medical instruments... More of this article »
Image for Pure Financial Advisors LLC Acquires 3,339 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Pure Financial Advisors LLC Acquires 3,339 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Pure Financial Advisors LLC raised its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for TPG Inc. (NASDAQ:TPG) Shares Acquired by Clear Harbor Asset Management LLC

TPG Inc. (NASDAQ:TPG) Shares Acquired by Clear Harbor Asset Management LLC

Clear Harbor Asset Management LLC increased its position in shares of TPG Inc. (NASDAQ:TPG – Free Report) by 12.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for AudioCodes (NASDAQ:AUDC) Earns “Buy” Rating from Needham & Company LLC

AudioCodes (NASDAQ:AUDC) Earns “Buy” Rating from Needham & Company LLC

AudioCodes (NASDAQ:AUDC – Get Free Report)‘s stock had its “buy” rating restated by equities researchers at Needham & Company LLC in a research note issued to investors on Tuesday,Benzinga reports. They... More of this article »
Image for Monterey Private Wealth Inc. Lowers Stake in Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF)

Monterey Private Wealth Inc. Lowers Stake in Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF)

Monterey Private Wealth Inc. cut its stake in Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF – Free Report) by 3.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Mastercard Incorporated (NYSE:MA) Shares Sold by Addenda Capital Inc.

Mastercard Incorporated (NYSE:MA) Shares Sold by Addenda Capital Inc.

Addenda Capital Inc. cut its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.3% in the 4th quarter, HoldingsChannel.com reports. The fund owned 14,979 shares of the credit services provider’s stock... More of this article »
Image for TB Alternative Assets Ltd. Buys New Stake in Mastercard Incorporated (NYSE:MA)

TB Alternative Assets Ltd. Buys New Stake in Mastercard Incorporated (NYSE:MA)

TB Alternative Assets Ltd. bought a new stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 3,792 shares... More of this article »
Image for Citigroup Inc. (NYSE:C) Stock Holdings Boosted by Diversify Wealth Management LLC

Citigroup Inc. (NYSE:C) Stock Holdings Boosted by Diversify Wealth Management LLC

Diversify Wealth Management LLC boosted its holdings in Citigroup Inc. (NYSE:C – Free Report) by 2.2% during the 4th quarter, Holdings Channel reports. The fund owned 13,553 shares of the company’s stock after acquiring... More of this article »
Image for Jupiter (JUP) Price Tops $0.90 on Exchanges

Jupiter (JUP) Price Tops $0.90 on Exchanges

Jupiter (JUP) traded down 6.8% against the U.S. dollar during the 1 day period ending at 8:00 AM ET on January 21st. Jupiter has a total market cap of $1.52 billion and approximately $274.94 million worth of Jupiter was traded on exchanges... More of this article »
Image for Camelot Technology Advisors Inc. Raises Stock Holdings in ProShares UltraShort 20+ Year Treasury (NYSEARCA:TBT)

Camelot Technology Advisors Inc. Raises Stock Holdings in ProShares UltraShort 20+ Year Treasury (NYSEARCA:TBT)

Camelot Technology Advisors Inc. boosted its stake in ProShares UltraShort 20+ Year Treasury (NYSEARCA:TBT – Free Report) by 1.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Snap-on Incorporated (NYSE:SNA) Shares Sold by Hamlin Capital Management LLC

Snap-on Incorporated (NYSE:SNA) Shares Sold by Hamlin Capital Management LLC

Hamlin Capital Management LLC decreased its stake in Snap-on Incorporated (NYSE:SNA – Free Report) by 0.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Solidarity Wealth LLC Has $1.06 Million Holdings in Uber Technologies, Inc. (NYSE:UBER)

Solidarity Wealth LLC Has $1.06 Million Holdings in Uber Technologies, Inc. (NYSE:UBER)

Solidarity Wealth LLC trimmed its stake in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 16.7% during the fourth quarter, HoldingsChannel reports. The fund owned 17,500 shares of the ride-sharing company’s... More of this article »
Image for Essential Utilities, Inc. (NYSE:WTRG) Shares Sold by Clear Harbor Asset Management LLC

Essential Utilities, Inc. (NYSE:WTRG) Shares Sold by Clear Harbor Asset Management LLC

Clear Harbor Asset Management LLC lowered its stake in shares of Essential Utilities, Inc. (NYSE:WTRG – Free Report) by 4.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for First United Bank & Trust Makes New $49,000 Investment in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

First United Bank & Trust Makes New $49,000 Investment in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

First United Bank & Trust bought a new stake in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Arbitrum Trading Down 0.5% This Week (ARB)

Arbitrum Trading Down 0.5% This Week (ARB)

Arbitrum (ARB) traded up 0.2% against the dollar during the one day period ending at 7:00 AM Eastern on January 21st. One Arbitrum token can now be bought for about $0.71 or 0.00000681 BTC on exchanges. Arbitrum has a market cap of... More of this article »
Image for Infosys Limited (NYSE:INFY) Shares Acquired by Perpetual Ltd

Infosys Limited (NYSE:INFY) Shares Acquired by Perpetual Ltd

Perpetual Ltd increased its position in shares of Infosys Limited (NYSE:INFY – Free Report) by 20.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Perpetual Ltd Sells 383,754 Shares of Freeport-McMoRan Inc. (NYSE:FCX)

Perpetual Ltd Sells 383,754 Shares of Freeport-McMoRan Inc. (NYSE:FCX)

Perpetual Ltd decreased its stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 18.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 1,716,707 shares of the natural resource company’s... More of this article »
Image for TB Alternative Assets Ltd. Sells 123,335 Shares of KE Holdings Inc. (NYSE:BEKE)

TB Alternative Assets Ltd. Sells 123,335 Shares of KE Holdings Inc. (NYSE:BEKE)

TB Alternative Assets Ltd. decreased its stake in shares of KE Holdings Inc. (NYSE:BEKE – Free Report) by 19.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Cadinha & Co. LLC Boosts Stake in Exxon Mobil Co. (NYSE:XOM)

Cadinha & Co. LLC Boosts Stake in Exxon Mobil Co. (NYSE:XOM)

Cadinha & Co. LLC lifted its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Steigerwald Gordon & Koch Inc. Boosts Stake in Alphabet Inc. (NASDAQ:GOOG)

Steigerwald Gordon & Koch Inc. Boosts Stake in Alphabet Inc. (NASDAQ:GOOG)

Steigerwald Gordon & Koch Inc. grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 9,070 shares of the information services provider’s... More of this article »
Image for Visa Inc. (NYSE:V) Shares Bought by Grove Bank & Trust

Visa Inc. (NYSE:V) Shares Bought by Grove Bank & Trust

Grove Bank & Trust raised its stake in Visa Inc. (NYSE:V – Free Report) by 4.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 18,415 shares of the credit-card processor’s stock after acquiring an... More of this article »
Image for Lmcg Investments LLC Takes Position in Sysco Co. (NYSE:SYY)

Lmcg Investments LLC Takes Position in Sysco Co. (NYSE:SYY)

Lmcg Investments LLC bought a new stake in Sysco Co. (NYSE:SYY – Free Report) during the 4th quarter, HoldingsChannel reports. The firm bought 47,976 shares of the company’s stock, valued at approximately $3,668,000. Several... More of this article »
Image for Lmcg Investments LLC Sells 3,350 Shares of Waste Connections, Inc. (NYSE:WCN)

Lmcg Investments LLC Sells 3,350 Shares of Waste Connections, Inc. (NYSE:WCN)

Lmcg Investments LLC trimmed its holdings in Waste Connections, Inc. (NYSE:WCN – Free Report) by 4.0% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 79,613 shares of the... More of this article »
Image for Trust Asset Management LLC Takes $203,000 Position in Trimble Inc. (NASDAQ:TRMB)

Trust Asset Management LLC Takes $203,000 Position in Trimble Inc. (NASDAQ:TRMB)

Trust Asset Management LLC bought a new position in Trimble Inc. (NASDAQ:TRMB – Free Report) during the fourth quarter, Holdings Channel reports. The firm bought 2,873 shares of the scientific and technical instruments company’s... More of this article »
Image for Banco Macro S.A. (NYSE:BMA) Shares Bought by Legal Advantage Investments Inc.

Banco Macro S.A. (NYSE:BMA) Shares Bought by Legal Advantage Investments Inc.

Legal Advantage Investments Inc. grew its holdings in Banco Macro S.A. (NYSE:BMA – Free Report) by 4.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Sugar Maple Asset Management LLC Makes New $92,000 Investment in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC)

Sugar Maple Asset Management LLC Makes New $92,000 Investment in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC)

Sugar Maple Asset Management LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC – Free Report) during the 4th quarter, according to its most recent disclosure with the... More of this article »
Image for Culbertson A N & Co. Inc. Acquires 3,275 Shares of Vanguard Total International Stock ETF (NASDAQ:VXUS)

Culbertson A N & Co. Inc. Acquires 3,275 Shares of Vanguard Total International Stock ETF (NASDAQ:VXUS)

Culbertson A N & Co. Inc. raised its stake in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 11.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 31,150... More of this article »
Image for LVW Advisors LLC Has $1.59 Million Position in Chevron Co. (NYSE:CVX)

LVW Advisors LLC Has $1.59 Million Position in Chevron Co. (NYSE:CVX)

LVW Advisors LLC lifted its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 21.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for ARS Investment Partners LLC Has $292,000 Stock Holdings in Gildan Activewear Inc. (NYSE:GIL)

ARS Investment Partners LLC Has $292,000 Stock Holdings in Gildan Activewear Inc. (NYSE:GIL)

ARS Investment Partners LLC reduced its stake in shares of Gildan Activewear Inc. (NYSE:GIL – Free Report) (TSE:GIL) by 95.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 6,200... More of this article »
Image for ARS Investment Partners LLC Trims Position in Richardson Electronics, Ltd. (NASDAQ:RELL)

ARS Investment Partners LLC Trims Position in Richardson Electronics, Ltd. (NASDAQ:RELL)

ARS Investment Partners LLC lessened its holdings in shares of Richardson Electronics, Ltd. (NASDAQ:RELL – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Ballentine Partners LLC Has $15.39 Million Stock Holdings in iShares Global Infrastructure ETF (NASDAQ:IGF)

Ballentine Partners LLC Has $15.39 Million Stock Holdings in iShares Global Infrastructure ETF (NASDAQ:IGF)

Ballentine Partners LLC lowered its position in shares of iShares Global Infrastructure ETF (NASDAQ:IGF – Free Report) by 2.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Crossmark Global Holdings Inc. Lowers Stock Holdings in Amdocs Limited (NASDAQ:DOX)

Crossmark Global Holdings Inc. Lowers Stock Holdings in Amdocs Limited (NASDAQ:DOX)

Crossmark Global Holdings Inc. lowered its position in shares of Amdocs Limited (NASDAQ:DOX – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for ASML Holding (NASDAQ:ASML) Holdings Lifted by Royal Fund Management LLC

ASML Holding (NASDAQ:ASML) Holdings Lifted by Royal Fund Management LLC

Royal Fund Management LLC increased its holdings in ASML Holding (NASDAQ:ASML – Free Report) by 120.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Koshinski Asset Management Inc. Boosts Position in Abbott Laboratories (NYSE:ABT)

Koshinski Asset Management Inc. Boosts Position in Abbott Laboratories (NYSE:ABT)

Koshinski Asset Management Inc. boosted its position in Abbott Laboratories (NYSE:ABT – Free Report) by 0.9% during the 4th quarter, HoldingsChannel reports. The firm owned 24,745 shares of the healthcare product maker’s... More of this article »
Image for Leonard Rickey Investment Advisors P.L.L.C. Increases Stock Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Leonard Rickey Investment Advisors P.L.L.C. Increases Stock Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Leonard Rickey Investment Advisors P.L.L.C. lifted its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC.... More of this article »
Image for ZWJ Investment Counsel Inc. Acquires 15,502 Shares of Corteva, Inc. (NYSE:CTVA)

ZWJ Investment Counsel Inc. Acquires 15,502 Shares of Corteva, Inc. (NYSE:CTVA)

ZWJ Investment Counsel Inc. grew its holdings in Corteva, Inc. (NYSE:CTVA – Free Report) by 2.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 740,503 shares of the company’s... More of this article »
Image for VanEck Semiconductor ETF (NASDAQ:SMH) is Rezny Wealth Management Inc.’s 3rd Largest Position

VanEck Semiconductor ETF (NASDAQ:SMH) is Rezny Wealth Management Inc.’s 3rd Largest Position

Rezny Wealth Management Inc. increased its position in VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 1.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 91,858 shares of the company’s... More of this article »
Image for Davies Financial Advisors Inc. Invests $336,000 in SAP SE (NYSE:SAP)

Davies Financial Advisors Inc. Invests $336,000 in SAP SE (NYSE:SAP)

Davies Financial Advisors Inc. acquired a new stake in SAP SE (NYSE:SAP – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 1,366 shares of the software maker’s stock, valued at approximately... More of this article »
Image for City Holding Co. Buys 141 Shares of Chevron Co. (NYSE:CVX)

City Holding Co. Buys 141 Shares of Chevron Co. (NYSE:CVX)

City Holding Co. grew its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 0.4% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 38,374 shares of the oil and gas company’s... More of this article »
Image for Atwood & Palmer Inc. Sells 500 Shares of Goldman Sachs Access Ultra Short Bond ETF (BATS:GSST)

Atwood & Palmer Inc. Sells 500 Shares of Goldman Sachs Access Ultra Short Bond ETF (BATS:GSST)

Atwood & Palmer Inc. lowered its position in shares of Goldman Sachs Access Ultra Short Bond ETF (BATS:GSST – Free Report) by 1.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 47,600 shares of the... More of this article »
Image for Atwood & Palmer Inc. Has $3.69 Million Stock Holdings in Palmer Square Credit Opportunities ETF (NYSEARCA:PSQO)

Atwood & Palmer Inc. Has $3.69 Million Stock Holdings in Palmer Square Credit Opportunities ETF (NYSEARCA:PSQO)

Atwood & Palmer Inc. boosted its position in shares of Palmer Square Credit Opportunities ETF (NYSEARCA:PSQO – Free Report) by 167.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 183,080 shares of... More of this article »
Image for Abacus Wealth Partners LLC Makes New $160,000 Investment in Dr. Reddy’s Laboratories Limited (NYSE:RDY)

Abacus Wealth Partners LLC Makes New $160,000 Investment in Dr. Reddy’s Laboratories Limited (NYSE:RDY)

Abacus Wealth Partners LLC purchased a new position in shares of Dr. Reddy’s Laboratories Limited (NYSE:RDY – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund purchased 10,120 shares of the... More of this article »
Image for Atwood & Palmer Inc. Buys 1,714 Shares of Hologic, Inc. (NASDAQ:HOLX)

Atwood & Palmer Inc. Buys 1,714 Shares of Hologic, Inc. (NASDAQ:HOLX)

Atwood & Palmer Inc. grew its stake in shares of Hologic, Inc. (NASDAQ:HOLX – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 357,735 shares... More of this article »
Image for Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Stock Holdings Trimmed by Koshinski Asset Management Inc.

Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Stock Holdings Trimmed by Koshinski Asset Management Inc.

Koshinski Asset Management Inc. decreased its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Amplius Wealth Advisors LLC Buys 2,667 Shares of iShares S&P 100 ETF (NYSEARCA:OEF)

Amplius Wealth Advisors LLC Buys 2,667 Shares of iShares S&P 100 ETF (NYSEARCA:OEF)

Amplius Wealth Advisors LLC raised its stake in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 2.9% during the fourth quarter, HoldingsChannel.com reports. The fund owned 93,555 shares of the company’s stock... More of this article »
Image for Strong Tower Advisory Services Buys 1,297 Shares of The Procter & Gamble Company (NYSE:PG)

Strong Tower Advisory Services Buys 1,297 Shares of The Procter & Gamble Company (NYSE:PG)

Strong Tower Advisory Services increased its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 12.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Genesis Investment Management LLP Has $7.88 Million Stock Position in iQIYI, Inc. (NASDAQ:IQ)

Genesis Investment Management LLP Has $7.88 Million Stock Position in iQIYI, Inc. (NASDAQ:IQ)

Genesis Investment Management LLP lowered its holdings in iQIYI, Inc. (NASDAQ:IQ – Free Report) by 76.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Pure Financial Advisors LLC Sells 16,838 Shares of SPDR Portfolio TIPS ETF (NYSEARCA:SPIP)

Pure Financial Advisors LLC Sells 16,838 Shares of SPDR Portfolio TIPS ETF (NYSEARCA:SPIP)

Pure Financial Advisors LLC decreased its position in shares of SPDR Portfolio TIPS ETF (NYSEARCA:SPIP – Free Report) by 1.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »