Home » Author Archive

Image for Expand Energy Corporation Enters Into Underwriting Agreement for Senior Notes Offering

Expand Energy Corporation Enters Into Underwriting Agreement for Senior Notes Offering

On November 21, 2024, Expand Energy Corporation, a leading independent natural gas producer in the United States, announced that it had entered into an underwriting agreement with J.P. Morgan Securities LLC, TD Securities (USA) LLC,... More of this article »
Image for StoneX Group Inc. Increases Position in Corning Incorporated (NYSE:GLW)

StoneX Group Inc. Increases Position in Corning Incorporated (NYSE:GLW)

StoneX Group Inc. lifted its position in shares of Corning Incorporated (NYSE:GLW – Free Report) by 7.8% in the 3rd quarter, Holdings Channel.com reports. The firm owned 36,655 shares of the electronics maker’s stock after... More of this article »
Image for Penserra Capital Management LLC Acquires Shares of 336,480 Neuberger Berman Next Generation Connectivity Fund Inc. (NYSE:NBXG)

Penserra Capital Management LLC Acquires Shares of 336,480 Neuberger Berman Next Generation Connectivity Fund Inc. (NYSE:NBXG)

Penserra Capital Management LLC bought a new position in shares of Neuberger Berman Next Generation Connectivity Fund Inc. (NYSE:NBXG – Free Report) in the third quarter, Holdings Channel.com reports. The fund bought 336,480... More of this article »
Image for Insider Selling: CF Industries Holdings, Inc. (NYSE:CF) VP Sells $635,460.00 in Stock

Insider Selling: CF Industries Holdings, Inc. (NYSE:CF) VP Sells $635,460.00 in Stock

CF Industries Holdings, Inc. (NYSE:CF – Get Free Report) VP Ashraf K. Malik sold 7,000 shares of the company’s stock in a transaction dated Thursday, November 21st. The shares were sold at an average price of $90.78, for... More of this article »
Image for Swedbank AB Buys 349,000 Shares of APi Group Co. (NYSE:APG)

Swedbank AB Buys 349,000 Shares of APi Group Co. (NYSE:APG)

Swedbank AB boosted its holdings in APi Group Co. (NYSE:APG – Free Report) by 18.8% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 2,209,000 shares of the company’s... More of this article »
Image for Swedbank AB Buys Shares of 1,478,814 Sealed Air Co. (NYSE:SEE)

Swedbank AB Buys Shares of 1,478,814 Sealed Air Co. (NYSE:SEE)

Swedbank AB acquired a new position in Sealed Air Co. (NYSE:SEE – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired... More of this article »
Image for Icon Wealth Advisors LLC Lowers Stock Holdings in iShares Global Tech ETF (NYSEARCA:IXN)

Icon Wealth Advisors LLC Lowers Stock Holdings in iShares Global Tech ETF (NYSEARCA:IXN)

Icon Wealth Advisors LLC lessened its holdings in shares of iShares Global Tech ETF (NYSEARCA:IXN – Free Report) by 94.3% during the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for FT Vest U.S. Equity Deep Buffer ETF – May (BATS:DMAY) Shares Sold by StoneX Group Inc.

FT Vest U.S. Equity Deep Buffer ETF – May (BATS:DMAY) Shares Sold by StoneX Group Inc.

StoneX Group Inc. trimmed its holdings in shares of FT Vest U.S. Equity Deep Buffer ETF – May (BATS:DMAY – Free Report) by 6.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for BlackBerry Limited (NYSE:BB) Given Average Rating of “Hold” by Brokerages

BlackBerry Limited (NYSE:BB) Given Average Rating of “Hold” by Brokerages

BlackBerry Limited (NYSE:BB – Get Free Report) has been assigned an average rating of “Hold” from the eight analysts that are covering the company, MarketBeat Ratings reports. Six research analysts have rated the... More of this article »
Image for Nicolet Advisory Services LLC Purchases New Stake in Public Service Enterprise Group Incorporated (NYSE:PEG)

Nicolet Advisory Services LLC Purchases New Stake in Public Service Enterprise Group Incorporated (NYSE:PEG)

Nicolet Advisory Services LLC acquired a new position in Public Service Enterprise Group Incorporated (NYSE:PEG – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Nwam LLC Invests $358,000 in Global X Silver Miners ETF (NYSEARCA:SIL)

Nwam LLC Invests $358,000 in Global X Silver Miners ETF (NYSEARCA:SIL)

Nwam LLC bought a new position in Global X Silver Miners ETF (NYSEARCA:SIL – Free Report) during the third quarter, HoldingsChannel.com reports. The fund bought 10,199 shares of the company’s stock, valued at approximately... More of this article »
Image for 3,791 Shares in Phillips 66 (NYSE:PSX) Purchased by Nwam LLC

3,791 Shares in Phillips 66 (NYSE:PSX) Purchased by Nwam LLC

Nwam LLC acquired a new stake in shares of Phillips 66 (NYSE:PSX – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 3,791 shares of the oil... More of this article »
Image for CFS Investment Advisory Services LLC Reduces Holdings in Meta Platforms, Inc. (NASDAQ:META)

CFS Investment Advisory Services LLC Reduces Holdings in Meta Platforms, Inc. (NASDAQ:META)

CFS Investment Advisory Services LLC lowered its stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOG) Holdings Lowered by SevenBridge Financial Group LLC

Alphabet Inc. (NASDAQ:GOOG) Holdings Lowered by SevenBridge Financial Group LLC

SevenBridge Financial Group LLC cut its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Shares Acquired by Estate Counselors LLC

iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) Shares Acquired by Estate Counselors LLC

Estate Counselors LLC raised its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 16.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Kingsview Wealth Management LLC Cuts Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Kingsview Wealth Management LLC Cuts Position in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Kingsview Wealth Management LLC cut its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 47.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Crewe Advisors LLC Acquires 2,195 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)

Crewe Advisors LLC Acquires 2,195 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)

Crewe Advisors LLC raised its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 3.1% in the third quarter, Holdings Channel.com reports. The firm owned 72,529 shares of the exchange traded fund’s... More of this article »
Image for Hartford Funds Management Co LLC Increases Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

Hartford Funds Management Co LLC Increases Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

Hartford Funds Management Co LLC increased its holdings in Lockheed Martin Co. (NYSE:LMT – Free Report) by 1.7% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Summit Trail Advisors LLC Boosts Stock Position in AT&T Inc. (NYSE:T)

Summit Trail Advisors LLC Boosts Stock Position in AT&T Inc. (NYSE:T)

Summit Trail Advisors LLC grew its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 3.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Walmart Inc. (NYSE:WMT) Shares Acquired by Larson Financial Group LLC

Walmart Inc. (NYSE:WMT) Shares Acquired by Larson Financial Group LLC

Larson Financial Group LLC boosted its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 26.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for KLA Co. (NASDAQ:KLAC) Shares Purchased by Marco Investment Management LLC

KLA Co. (NASDAQ:KLAC) Shares Purchased by Marco Investment Management LLC

Marco Investment Management LLC raised its holdings in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 1.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Kingsview Wealth Management LLC Raises Stock Position in Automatic Data Processing, Inc. (NASDAQ:ADP)

Kingsview Wealth Management LLC Raises Stock Position in Automatic Data Processing, Inc. (NASDAQ:ADP)

Kingsview Wealth Management LLC boosted its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Von Berge Wealth Management Group LLC Invests $228,000 in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Von Berge Wealth Management Group LLC Invests $228,000 in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Von Berge Wealth Management Group LLC bought a new position in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) during the third quarter, Holdings Channel reports. The fund bought 1,800 shares of the company’s... More of this article »
Image for TransDigm Group Incorporated (NYSE:TDG) Shares Acquired by Pacer Advisors Inc.

TransDigm Group Incorporated (NYSE:TDG) Shares Acquired by Pacer Advisors Inc.

Pacer Advisors Inc. lifted its stake in TransDigm Group Incorporated (NYSE:TDG – Free Report) by 28.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 5,962 shares of the... More of this article »
Image for SevenBridge Financial Group LLC Has $1.60 Million Position in Cummins Inc. (NYSE:CMI)

SevenBridge Financial Group LLC Has $1.60 Million Position in Cummins Inc. (NYSE:CMI)

SevenBridge Financial Group LLC lifted its holdings in Cummins Inc. (NYSE:CMI – Free Report) by 7.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Capital Investment Counsel LLC Grows Holdings in Texas Instruments Incorporated (NASDAQ:TXN)

Capital Investment Counsel LLC Grows Holdings in Texas Instruments Incorporated (NASDAQ:TXN)

Capital Investment Counsel LLC grew its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 0.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Daiwa Securities Group Inc. Boosts Holdings in Walmart Inc. (NYSE:WMT)

Daiwa Securities Group Inc. Boosts Holdings in Walmart Inc. (NYSE:WMT)

Daiwa Securities Group Inc. boosted its position in Walmart Inc. (NYSE:WMT – Free Report) by 8.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Wealth Dimensions Group Ltd. Sells 100 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Wealth Dimensions Group Ltd. Sells 100 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Wealth Dimensions Group Ltd. trimmed its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 0.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
Image for Gentry Private Wealth LLC Invests $578,000 in Global X 1-3 Month T-Bill ETF (NYSEARCA:CLIP)

Gentry Private Wealth LLC Invests $578,000 in Global X 1-3 Month T-Bill ETF (NYSEARCA:CLIP)

Gentry Private Wealth LLC purchased a new position in shares of Global X 1-3 Month T-Bill ETF (NYSEARCA:CLIP – Free Report) during the third quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for StoneX Group Inc. Grows Stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

StoneX Group Inc. Grows Stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

StoneX Group Inc. increased its stake in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 9.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Rep. Marjorie Taylor Greene Purchases Shares of Southern Copper Co. (NYSE:SCCO)

Rep. Marjorie Taylor Greene Purchases Shares of Southern Copper Co. (NYSE:SCCO)

Representative Marjorie Taylor Greene (R-Georgia) recently bought shares of Southern Copper Co. (NYSE:SCCO). In a filing disclosed on November 21st, the Representative disclosed that they had bought between $1,001 and $15,000 in Southern... More of this article »
Image for SevenBridge Financial Group LLC Purchases 2,120 Shares of Mondelez International, Inc. (NASDAQ:MDLZ)

SevenBridge Financial Group LLC Purchases 2,120 Shares of Mondelez International, Inc. (NASDAQ:MDLZ)

SevenBridge Financial Group LLC lifted its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 6.4% during the third quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Great Valley Advisor Group Inc. Boosts Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

Great Valley Advisor Group Inc. Boosts Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

Great Valley Advisor Group Inc. raised its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 6.8% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Centaurus Financial Inc. Has $10.69 Million Holdings in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG)

Centaurus Financial Inc. Has $10.69 Million Holdings in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG)

Centaurus Financial Inc. grew its holdings in shares of Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 2.6% during the third quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for NetApp (NASDAQ:NTAP) Issues Q3 2025 Earnings Guidance

NetApp (NASDAQ:NTAP) Issues Q3 2025 Earnings Guidance

NetApp (NASDAQ:NTAP – Get Free Report) updated its third quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 1.850-1.950 for the period, compared to the consensus EPS estimate of 1.780. The company... More of this article »
Image for Family Capital Management Inc. Acquires 1,332 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Family Capital Management Inc. Acquires 1,332 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Family Capital Management Inc. boosted its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 11.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) Shares Bought by StoneX Group Inc.

Exxon Mobil Co. (NYSE:XOM) Shares Bought by StoneX Group Inc.

StoneX Group Inc. raised its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Pekin Hardy Strauss Inc. Trims Stake in Alerian MLP ETF (NYSEARCA:AMLP)

Pekin Hardy Strauss Inc. Trims Stake in Alerian MLP ETF (NYSEARCA:AMLP)

Pekin Hardy Strauss Inc. cut its position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 0.5% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Pekin Hardy Strauss Inc. Has $4.40 Million Stake in Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX)

Pekin Hardy Strauss Inc. Has $4.40 Million Stake in Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX)

Pekin Hardy Strauss Inc. boosted its stake in shares of Simplify Interest Rate Hedge ETF (NYSEARCA:PFIX – Free Report) by 13.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Kingsview Wealth Management LLC Sells 369 Shares of TransDigm Group Incorporated (NYSE:TDG)

Kingsview Wealth Management LLC Sells 369 Shares of TransDigm Group Incorporated (NYSE:TDG)

Kingsview Wealth Management LLC decreased its position in TransDigm Group Incorporated (NYSE:TDG – Free Report) by 7.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Cerity Partners LLC Increases Stock Holdings in Comcast Co. (NASDAQ:CMCSA)

Cerity Partners LLC Increases Stock Holdings in Comcast Co. (NASDAQ:CMCSA)

Cerity Partners LLC increased its stake in Comcast Co. (NASDAQ:CMCSA – Free Report) by 15.0% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,156,427 shares... More of this article »
Image for Cerity Partners LLC Has $37.41 Million Position in Cummins Inc. (NYSE:CMI)

Cerity Partners LLC Has $37.41 Million Position in Cummins Inc. (NYSE:CMI)

Cerity Partners LLC raised its stake in shares of Cummins Inc. (NYSE:CMI – Free Report) by 13.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 115,542... More of this article »
Image for iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) Shares Sold by Capital Investment Counsel LLC

iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) Shares Sold by Capital Investment Counsel LLC

Capital Investment Counsel LLC decreased its position in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 63.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Capital Investment Counsel LLC Boosts Position in Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY)

Capital Investment Counsel LLC Boosts Position in Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY)

Capital Investment Counsel LLC raised its holdings in shares of Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY – Free Report) by 2.1% during the third quarter, according to the company in its most recent Form 13F... More of this article »
Image for Cerity Partners LLC Purchases 412,364 Shares of Pfizer Inc. (NYSE:PFE)

Cerity Partners LLC Purchases 412,364 Shares of Pfizer Inc. (NYSE:PFE)

Cerity Partners LLC increased its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 26.2% in the third quarter, Holdings Channel.com reports. The firm owned 1,984,016 shares of the biopharmaceutical company’s... More of this article »
Image for First Trust Senior Loan ETF (NASDAQ:FTSL) Holdings Increased by Capital Investment Counsel LLC

First Trust Senior Loan ETF (NASDAQ:FTSL) Holdings Increased by Capital Investment Counsel LLC

Capital Investment Counsel LLC increased its stake in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 593.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for StoneX Group Inc. Raises Holdings in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

StoneX Group Inc. Raises Holdings in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON)

StoneX Group Inc. boosted its stake in shares of First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 69.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for SPDR Gold Shares (NYSEARCA:GLD) Shares Purchased by Centaurus Financial Inc.

SPDR Gold Shares (NYSEARCA:GLD) Shares Purchased by Centaurus Financial Inc.

Centaurus Financial Inc. grew its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 34.7% in the 3rd quarter, Holdings Channel reports. The fund owned 53,329 shares of the exchange traded fund’s stock... More of this article »
Image for Pitcairn Co. Reduces Position in U.S. Bancorp (NYSE:USB)

Pitcairn Co. Reduces Position in U.S. Bancorp (NYSE:USB)

Pitcairn Co. lowered its stake in U.S. Bancorp (NYSE:USB – Free Report) by 11.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 45,231... More of this article »
Image for Massachusetts Financial Services Co. MA Purchases 631,294 Shares of Illumina, Inc. (NASDAQ:ILMN)

Massachusetts Financial Services Co. MA Purchases 631,294 Shares of Illumina, Inc. (NASDAQ:ILMN)

Massachusetts Financial Services Co. MA grew its position in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 148.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »