Home » Author Archive

Image for Lecap Asset Management Ltd. Buys New Position in Truist Financial Co. (NYSE:TFC)

Lecap Asset Management Ltd. Buys New Position in Truist Financial Co. (NYSE:TFC)

Lecap Asset Management Ltd. bought a new stake in shares of Truist Financial Co. (NYSE:TFC – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for 3,042 Shares in Merck & Co., Inc. (NYSE:MRK) Purchased by Lecap Asset Management Ltd.

3,042 Shares in Merck & Co., Inc. (NYSE:MRK) Purchased by Lecap Asset Management Ltd.

Lecap Asset Management Ltd. bought a new position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 3,042 shares... More of this article »
Image for Zebra Technologies Co. (NASDAQ:ZBRA) Stake Lowered by Mn Services Vermogensbeheer B.V.

Zebra Technologies Co. (NASDAQ:ZBRA) Stake Lowered by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. reduced its stake in shares of Zebra Technologies Co. (NASDAQ:ZBRA – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Mn Services Vermogensbeheer B.V. Reduces Stock Position in WEC Energy Group, Inc. (NYSE:WEC)

Mn Services Vermogensbeheer B.V. Reduces Stock Position in WEC Energy Group, Inc. (NYSE:WEC)

Mn Services Vermogensbeheer B.V. lessened its position in shares of WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 6.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
Image for Mn Services Vermogensbeheer B.V. Trims Holdings in IDEX Co. (NYSE:IEX)

Mn Services Vermogensbeheer B.V. Trims Holdings in IDEX Co. (NYSE:IEX)

Mn Services Vermogensbeheer B.V. reduced its stake in IDEX Co. (NYSE:IEX – Free Report) by 3.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 34,590 shares of the industrial products company’s... More of this article »
Image for Mn Services Vermogensbeheer B.V. Has $8.03 Million Stock Position in Tyler Technologies, Inc. (NYSE:TYL)

Mn Services Vermogensbeheer B.V. Has $8.03 Million Stock Position in Tyler Technologies, Inc. (NYSE:TYL)

Mn Services Vermogensbeheer B.V. lowered its position in Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Genuine Parts (NYSE:GPC) Shares Sold by Mn Services Vermogensbeheer B.V.

Genuine Parts (NYSE:GPC) Shares Sold by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. lowered its holdings in Genuine Parts (NYSE:GPC – Free Report) by 0.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image for Graypoint LLC Invests $211,000 in VICI Properties Inc. (NYSE:VICI)

Graypoint LLC Invests $211,000 in VICI Properties Inc. (NYSE:VICI)

Graypoint LLC bought a new stake in shares of VICI Properties Inc. (NYSE:VICI – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Graypoint LLC Takes Position in Insulet Co. (NASDAQ:PODD)

Graypoint LLC Takes Position in Insulet Co. (NASDAQ:PODD)

Graypoint LLC acquired a new position in shares of Insulet Co. (NASDAQ:PODD – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for ORG Partners LLC Buys 100 Shares of Akamai Technologies, Inc. (NASDAQ:AKAM)

ORG Partners LLC Buys 100 Shares of Akamai Technologies, Inc. (NASDAQ:AKAM)

ORG Partners LLC grew its stake in Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) by 16.7% during 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 DiamondRock Hospitality (NYSE:DRH) Updates FY 2024 Earnings Guidance

DiamondRock Hospitality (NYSE:DRH) Updates FY 2024 Earnings Guidance

DiamondRock Hospitality (NYSE:DRH – Get Free Report) issued an update on its FY 2024 earnings guidance on Monday morning. The company provided earnings per share guidance of 0.880-1.020 for the period, compared to the consensus... More of this article »
Image for ORG Partners LLC Buys New Stake in Leggett & Platt, Incorporated (NYSE:LEG)

ORG Partners LLC Buys New Stake in Leggett & Platt, Incorporated (NYSE:LEG)

ORG Partners LLC bought a new stake in shares of Leggett & Platt, Incorporated (NYSE:LEG – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 1,851... More of this article »
Image for Carbon Revolution Public Limited (NASDAQ:CREV) Short Interest Update

Carbon Revolution Public Limited (NASDAQ:CREV) Short Interest Update

Carbon Revolution Public Limited (NASDAQ:CREV – Get Free Report) was the recipient of a significant increase in short interest during the month of March. As of March 31st, there was short interest totalling 4,000 shares, an... More of this article »
Image for Louisiana State Employees Retirement System Invests $2.92 Million in DoorDash, Inc. (NASDAQ:DASH)

Louisiana State Employees Retirement System Invests $2.92 Million in DoorDash, Inc. (NASDAQ:DASH)

Louisiana State Employees Retirement System purchased a new position in DoorDash, Inc. (NASDAQ:DASH – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Louisiana State Employees Retirement System Makes New Investment in The Trade Desk, Inc. (NASDAQ:TTD)

Louisiana State Employees Retirement System Makes New Investment in The Trade Desk, Inc. (NASDAQ:TTD)

Louisiana State Employees Retirement System acquired a new position in The Trade Desk, Inc. (NASDAQ:TTD – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Simplicity Solutions LLC Trims Stock Holdings in iShares Global Infrastructure ETF (NASDAQ:IGF)

Simplicity Solutions LLC Trims Stock Holdings in iShares Global Infrastructure ETF (NASDAQ:IGF)

Simplicity Solutions LLC lowered its position in iShares Global Infrastructure ETF (NASDAQ:IGF – Free Report) by 4.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for 2,002 Shares in Qorvo, Inc. (NASDAQ:QRVO) Acquired by Crestwood Advisors Group LLC

2,002 Shares in Qorvo, Inc. (NASDAQ:QRVO) Acquired by Crestwood Advisors Group LLC

Crestwood Advisors Group LLC bought a new position in shares of Qorvo, Inc. (NASDAQ:QRVO – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Schwab International Equity ETF (NYSEARCA:SCHF) Stake Lessened by Crestwood Advisors Group LLC

Schwab International Equity ETF (NYSEARCA:SCHF) Stake Lessened by Crestwood Advisors Group LLC

Crestwood Advisors Group LLC lessened its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 26.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Crestwood Advisors Group LLC Sells 4,296 Shares of ZoomInfo Technologies Inc. (NASDAQ:ZI)

Crestwood Advisors Group LLC Sells 4,296 Shares of ZoomInfo Technologies Inc. (NASDAQ:ZI)

Crestwood Advisors Group LLC trimmed its stake in shares of ZoomInfo Technologies Inc. (NASDAQ:ZI – Free Report) by 28.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
Image for Simplicity Solutions LLC Raises Stock Holdings in iShares Gold Trust (NYSEARCA:IAU)

Simplicity Solutions LLC Raises Stock Holdings in iShares Gold Trust (NYSEARCA:IAU)

Simplicity Solutions LLC raised its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 9.3% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 38,904 shares of the exchange... More of this article »
Image for Perigon Wealth Management LLC Buys 303 Shares of iShares Russell 3000 ETF (NYSEARCA:IWV)

Perigon Wealth Management LLC Buys 303 Shares of iShares Russell 3000 ETF (NYSEARCA:IWV)

Perigon Wealth Management LLC grew its position in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 20.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Koshinski Asset Management Inc. Sells 1,343 Shares of Uber Technologies, Inc. (NYSE:UBER)

Koshinski Asset Management Inc. Sells 1,343 Shares of Uber Technologies, Inc. (NYSE:UBER)

Koshinski Asset Management Inc. trimmed its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 23.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Koshinski Asset Management Inc. Has $301,000 Stock Holdings in Danaher Co. (NYSE:DHR)

Koshinski Asset Management Inc. Has $301,000 Stock Holdings in Danaher Co. (NYSE:DHR)

Koshinski Asset Management Inc. lifted its holdings in shares of Danaher Co. (NYSE:DHR – Free Report) by 16.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Koshinski Asset Management Inc. Sells 46,386 Shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC)

Koshinski Asset Management Inc. Sells 46,386 Shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC)

Koshinski Asset Management Inc. cut its position in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 92.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for ORG Partners LLC Has $50,000 Stake in SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK)

ORG Partners LLC Has $50,000 Stake in SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK)

ORG Partners LLC increased its stake in SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK – Free Report) by 276.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Image for Koshinski Asset Management Inc. Sells 80 Shares of Vanguard Consumer Staples Index Fund ETF Shares (NYSEARCA:VDC)

Koshinski Asset Management Inc. Sells 80 Shares of Vanguard Consumer Staples Index Fund ETF Shares (NYSEARCA:VDC)

Koshinski Asset Management Inc. cut its holdings in shares of Vanguard Consumer Staples Index Fund ETF Shares (NYSEARCA:VDC – Free Report) by 3.9% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for Cerity Partners LLC Acquires 11,777 Shares of Regions Financial Co. (NYSE:RF)

Cerity Partners LLC Acquires 11,777 Shares of Regions Financial Co. (NYSE:RF)

Cerity Partners LLC lifted its stake in Regions Financial Co. (NYSE:RF – Free Report) by 3.7% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 334,222... More of this article »
Image for Koshinski Asset Management Inc. Has $292,000 Stock Holdings in Mettler-Toledo International Inc. (NYSE:MTD)

Koshinski Asset Management Inc. Has $292,000 Stock Holdings in Mettler-Toledo International Inc. (NYSE:MTD)

Koshinski Asset Management Inc. lifted its stake in shares of Mettler-Toledo International Inc. (NYSE:MTD – Free Report) by 21.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Image for Graypoint LLC Decreases Position in Avantor, Inc. (NYSE:AVTR)

Graypoint LLC Decreases Position in Avantor, Inc. (NYSE:AVTR)

Graypoint LLC cut its stake in shares of Avantor, Inc. (NYSE:AVTR – Free Report) by 52.4% during the fourth quarter, HoldingsChannel reports. The firm owned 10,991 shares of the company’s stock after selling 12,108 shares... More of this article »
Image for 3,168 Shares in Centene Co. (NYSE:CNC) Bought by Graypoint LLC

3,168 Shares in Centene Co. (NYSE:CNC) Bought by Graypoint LLC

Graypoint LLC purchased a new stake in Centene Co. (NYSE:CNC – Free Report) during the 4th quarter, Holdings Channel reports. The firm purchased 3,168 shares of the company’s stock, valued at approximately $235,000. Other... More of this article »
Image for 7,680 Shares in Janus Henderson Group plc (NYSE:JHG) Acquired by Graypoint LLC

7,680 Shares in Janus Henderson Group plc (NYSE:JHG) Acquired by Graypoint LLC

Graypoint LLC acquired a new stake in Janus Henderson Group plc (NYSE:JHG – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Short Interest in Alpha Services and Holdings S.A. (OTCMKTS:ALBKF) Rises By 8.7%

Short Interest in Alpha Services and Holdings S.A. (OTCMKTS:ALBKF) Rises By 8.7%

Alpha Services and Holdings S.A. (OTCMKTS:ALBKF – Get Free Report) was the recipient of a large increase in short interest in March. As of March 31st, there was short interest totalling 5,098,200 shares, an increase of 8.7%... More of this article »
Image for Mirae Asset Global Investments Co. Ltd. Has $5.16 Million Stake in e.l.f. Beauty, Inc. (NYSE:ELF)

Mirae Asset Global Investments Co. Ltd. Has $5.16 Million Stake in e.l.f. Beauty, Inc. (NYSE:ELF)

Mirae Asset Global Investments Co. Ltd. boosted its stake in e.l.f. Beauty, Inc. (NYSE:ELF – Free Report) by 30.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Baxter International Inc. (NYSE:BAX) Shares Purchased by ORG Partners LLC

Baxter International Inc. (NYSE:BAX) Shares Purchased by ORG Partners LLC

ORG Partners LLC increased its position in shares of Baxter International Inc. (NYSE:BAX – Free Report) by 3,748.2% 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 ORG Partners LLC Buys 375 Shares of D.R. Horton, Inc. (NYSE:DHI)

ORG Partners LLC Buys 375 Shares of D.R. Horton, Inc. (NYSE:DHI)

ORG Partners LLC raised its stake in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) by 37,500.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for ORG Partners LLC Boosts Stake in Organon & Co. (NYSE:OGN)

ORG Partners LLC Boosts Stake in Organon & Co. (NYSE:OGN)

ORG Partners LLC lifted its holdings in Organon & Co. (NYSE:OGN – Free Report) by 2,089.0% 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 »
Image for NewEdge Wealth LLC Has $996,000 Stock Position in BlackRock Science and Technology Term Trust (NASDAQ:BSTZ)

NewEdge Wealth LLC Has $996,000 Stock Position in BlackRock Science and Technology Term Trust (NASDAQ:BSTZ)

NewEdge Wealth LLC trimmed its holdings in shares of BlackRock Science and Technology Term Trust (NASDAQ:BSTZ – Free Report) by 4.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Mutual of America Capital Management LLC Has $4.37 Million Position in Ingredion Incorporated (NYSE:INGR)

Mutual of America Capital Management LLC Has $4.37 Million Position in Ingredion Incorporated (NYSE:INGR)

Mutual of America Capital Management LLC reduced its holdings in Ingredion Incorporated (NYSE:INGR – Free Report) by 6.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Aramark (NYSE:ARMK) Shares Sold by Mutual of America Capital Management LLC

Aramark (NYSE:ARMK) Shares Sold by Mutual of America Capital Management LLC

Mutual of America Capital Management LLC trimmed its position in shares of Aramark (NYSE:ARMK – Free Report) by 4.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Johnson & Johnson (NYSE:JNJ) Shares Bought by Executive Wealth Management LLC

Johnson & Johnson (NYSE:JNJ) Shares Bought by Executive Wealth Management LLC

Executive Wealth Management LLC grew its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 0.1% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for NewEdge Wealth LLC Invests $1.29 Million in Royal Caribbean Cruises Ltd. (NYSE:RCL)

NewEdge Wealth LLC Invests $1.29 Million in Royal Caribbean Cruises Ltd. (NYSE:RCL)

NewEdge Wealth LLC purchased a new position in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for 1,524 Shares in Enphase Energy, Inc. (NASDAQ:ENPH) Acquired by Clarius Group LLC

1,524 Shares in Enphase Energy, Inc. (NASDAQ:ENPH) Acquired by Clarius Group LLC

Clarius Group LLC purchased a new position in shares of Enphase Energy, Inc. (NASDAQ:ENPH – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased... More of this article »
Image for Clarius Group LLC Sells 10,016 Shares of Flywire Co. (NASDAQ:FLYW)

Clarius Group LLC Sells 10,016 Shares of Flywire Co. (NASDAQ:FLYW)

Clarius Group LLC cut its holdings in Flywire Co. (NASDAQ:FLYW – Free Report) by 53.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,691... More of this article »
Image for Global X Cybersecurity ETF (NASDAQ:BUG) Shares Sold by NewEdge Wealth LLC

Global X Cybersecurity ETF (NASDAQ:BUG) Shares Sold by NewEdge Wealth LLC

NewEdge Wealth LLC lowered its stake in shares of Global X Cybersecurity ETF (NASDAQ:BUG – Free Report) by 13.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Sequoia Financial Advisors LLC Takes $717,000 Position in Iron Mountain Incorporated (NYSE:IRM)

Sequoia Financial Advisors LLC Takes $717,000 Position in Iron Mountain Incorporated (NYSE:IRM)

Sequoia Financial Advisors LLC bought a new position in Iron Mountain Incorporated (NYSE:IRM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 10,241 shares... More of this article »
Image for Perigon Wealth Management LLC Acquires Shares of 8,298 Dynatrace, Inc. (NYSE:DT)

Perigon Wealth Management LLC Acquires Shares of 8,298 Dynatrace, Inc. (NYSE:DT)

Perigon Wealth Management LLC bought a new position in Dynatrace, Inc. (NYSE:DT – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Perigon Wealth Management LLC Buys Shares of 7,318 Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB)

Perigon Wealth Management LLC Buys Shares of 7,318 Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB)

Perigon Wealth Management LLC purchased a new stake in shares of Schwab Fundamental U.S. Broad Market Index ETF (NYSEARCA:FNDB – Free Report) during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Image for Sysco Co. (NYSE:SYY) Shares Acquired by Perigon Wealth Management LLC

Sysco Co. (NYSE:SYY) Shares Acquired by Perigon Wealth Management LLC

Perigon Wealth Management LLC increased its stake in shares of Sysco Co. (NYSE:SYY – Free Report) by 36.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Perigon Wealth Management LLC Buys New Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Perigon Wealth Management LLC Buys New Holdings in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

Perigon Wealth Management LLC purchased a new position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Perigon Wealth Management LLC Sells 734 Shares of Okta, Inc. (NASDAQ:OKTA)

Perigon Wealth Management LLC Sells 734 Shares of Okta, Inc. (NASDAQ:OKTA)

Perigon Wealth Management LLC cut its stake in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) by 11.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 5,712 shares of the company’s stock after... More of this article »