Home » Author Archive

Image for Darwin Wealth Management LLC Invests $2.65 Million in Lam Research Co. (NASDAQ:LRCX)

Darwin Wealth Management LLC Invests $2.65 Million in Lam Research Co. (NASDAQ:LRCX)

Darwin Wealth Management LLC purchased a new stake in Lam Research Co. (NASDAQ:LRCX – Free Report) in the 3rd quarter, Holdings Channel.com reports. The institutional investor purchased 3,247 shares of the semiconductor company’s... More of this article »
Image for Moran Wealth Management LLC Buys 459 Shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Moran Wealth Management LLC Buys 459 Shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Moran Wealth Management LLC grew its stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 1.6% in the 3rd quarter, Holdings Channel.com reports. The fund owned 29,078 shares of the pharmaceutical... More of this article »
Image for 8,927 Shares in The Home Depot, Inc. (NYSE:HD) Acquired by Prospera Private Wealth LLC

8,927 Shares in The Home Depot, Inc. (NYSE:HD) Acquired by Prospera Private Wealth LLC

Prospera Private Wealth LLC purchased a new stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) during the 3rd quarter, HoldingsChannel reports. The fund purchased 8,927 shares of the home improvement retailer’s... More of this article »
Image for Mastercard Incorporated (NYSE:MA) Holdings Trimmed by Commerce Bank

Mastercard Incorporated (NYSE:MA) Holdings Trimmed by Commerce Bank

Commerce Bank lowered its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 11.1% in the third quarter, Holdings Channel.com reports. The firm owned 124,430 shares of the credit services provider’s stock after... More of this article »
Image for Primo Brands Co. (NYSE:PRMB) Announces Quarterly Dividend of $0.09

Primo Brands Co. (NYSE:PRMB) Announces Quarterly Dividend of $0.09

Primo Brands Co. (NYSE:PRMB – Get Free Report) announced a quarterly dividend on Friday, November 8th,NASDAQ Dividends reports. Investors of record on Friday, November 22nd will be paid a dividend of 0.09 per share on Thursday,... More of this article »
Image for Prospera Private Wealth LLC Has $41.91 Million Stock Holdings in Walmart Inc. (NYSE:WMT)

Prospera Private Wealth LLC Has $41.91 Million Stock Holdings in Walmart Inc. (NYSE:WMT)

Prospera Private Wealth LLC grew its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 845.9% during the third quarter, HoldingsChannel.com reports. The firm owned 518,984 shares of the retailer’s stock after... More of this article »
Image for Eli Lilly and Company (NYSE:LLY) is MTM Investment Management LLC’s 3rd Largest Position

Eli Lilly and Company (NYSE:LLY) is MTM Investment Management LLC’s 3rd Largest Position

MTM Investment Management LLC reduced its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 10.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for EverSource Wealth Advisors LLC Decreases Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

EverSource Wealth Advisors LLC Decreases Position in Dimensional U.S. Equity ETF (NYSEARCA:DFUS)

EverSource Wealth Advisors LLC trimmed its position in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 0.6% during the third quarter, Holdings Channel reports. The institutional investor owned 88,696... More of this article »
Image for Pzena Investment Management LLC Acquires 317,901 Shares of DiamondRock Hospitality (NYSE:DRH)

Pzena Investment Management LLC Acquires 317,901 Shares of DiamondRock Hospitality (NYSE:DRH)

Pzena Investment Management LLC raised its holdings in DiamondRock Hospitality (NYSE:DRH – Free Report) by 3.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Pzena Investment Management LLC Acquires 54,217 Shares of Tyson Foods, Inc. (NYSE:TSN)

Pzena Investment Management LLC Acquires 54,217 Shares of Tyson Foods, Inc. (NYSE:TSN)

Pzena Investment Management LLC grew its stake in Tyson Foods, Inc. (NYSE:TSN – Free Report) by 0.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 12,543,781 shares of the company’s... More of this article »
Image for Strategy Asset Managers LLC Lowers Stock Position in Intercontinental Exchange, Inc. (NYSE:ICE)

Strategy Asset Managers LLC Lowers Stock Position in Intercontinental Exchange, Inc. (NYSE:ICE)

Strategy Asset Managers LLC decreased its position in Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 13.6% in the third quarter, Holdings Channel reports. The institutional investor owned 42,165 shares of the financial... More of this article »
Image for Portfolio Design Labs LLC Grows Holdings in Elevance Health, Inc. (NYSE:ELV)

Portfolio Design Labs LLC Grows Holdings in Elevance Health, Inc. (NYSE:ELV)

Portfolio Design Labs LLC lifted its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 26.4% in the third quarter, HoldingsChannel.com reports. The fund owned 6,107 shares of the company’s stock after... More of this article »
Image for Bank of the James Financial Group, Inc. (NASDAQ:BOTJ) to Issue $0.10 Quarterly Dividend

Bank of the James Financial Group, Inc. (NASDAQ:BOTJ) to Issue $0.10 Quarterly Dividend

Bank of the James Financial Group, Inc. (NASDAQ:BOTJ – Get Free Report) declared a quarterly dividend on Tuesday, October 15th,Zacks Dividends reports. Investors of record on Friday, November 22nd will be given a dividend of... More of this article »
Image for NewAmsterdam Pharma (NASDAQ:NAMS) Shares Gap Down  After Insider Selling

NewAmsterdam Pharma (NASDAQ:NAMS) Shares Gap Down After Insider Selling

NewAmsterdam Pharma (NASDAQ:NAMS – Get Free Report)’s stock price gapped down before the market opened on Wednesday following insider selling activity. The stock had previously closed at $23.68, but opened at $21.82. NewAmsterdam... More of this article »
Image for Cameco (TSE:CCO) Sets New 12-Month High Following Analyst Upgrade

Cameco (TSE:CCO) Sets New 12-Month High Following Analyst Upgrade

Cameco Co. (TSE:CCO – Get Free Report) (NYSE:CCJ)’s share price reached a new 52-week high on Wednesday after Scotiabank raised their price target on the stock from C$80.00 to C$86.00. The stock traded as high as C$83.00... More of this article »
Image for Chubb Limited (NYSE:CB) Shares Bought by Banque Cantonale Vaudoise

Chubb Limited (NYSE:CB) Shares Bought by Banque Cantonale Vaudoise

Banque Cantonale Vaudoise grew its stake in Chubb Limited (NYSE:CB – Free Report) by 29.5% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 11,923 shares of the financial services provider’s... More of this article »
Image for EverSource Wealth Advisors LLC Reduces Position in Graphic Packaging Holding (NYSE:GPK)

EverSource Wealth Advisors LLC Reduces Position in Graphic Packaging Holding (NYSE:GPK)

EverSource Wealth Advisors LLC lessened its holdings in Graphic Packaging Holding (NYSE:GPK – Free Report) by 0.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for Shopify Inc. (NYSE:SHOP) is Connor Clark & Lunn Investment Management Ltd.’s 8th Largest Position

Shopify Inc. (NYSE:SHOP) is Connor Clark & Lunn Investment Management Ltd.’s 8th Largest Position

Connor Clark & Lunn Investment Management Ltd. trimmed its stake in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 6.3% during the 3rd quarter, Holdings Channel reports. The fund owned 5,448,008 shares of... More of this article »
Image for Strategy Asset Managers LLC Boosts Stake in Waste Management, Inc. (NYSE:WM)

Strategy Asset Managers LLC Boosts Stake in Waste Management, Inc. (NYSE:WM)

Strategy Asset Managers LLC raised its position in Waste Management, Inc. (NYSE:WM – Free Report) by 15.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for iShares Gold Trust (NYSEARCA:IAU) Stake Boosted by Altman Advisors Inc.

iShares Gold Trust (NYSEARCA:IAU) Stake Boosted by Altman Advisors Inc.

Altman Advisors Inc. increased its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 0.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Rosenblatt Securities Forecasts Strong Price Appreciation for Fortinet (NASDAQ:FTNT) Stock

Rosenblatt Securities Forecasts Strong Price Appreciation for Fortinet (NASDAQ:FTNT) Stock

Fortinet (NASDAQ:FTNT – Get Free Report) had its price target boosted by investment analysts at Rosenblatt Securities from $90.00 to $100.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has a “buy”... More of this article »
Image for Silver Oak Advisory Group Inc. Raises Holdings in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

Silver Oak Advisory Group Inc. Raises Holdings in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

Silver Oak Advisory Group Inc. increased its position in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 0.2% in the third quarter, Holdings Channel reports. The institutional investor... More of this article »
Image for Advisors Asset Management Inc. Has $19.95 Million Position in Pfizer Inc. (NYSE:PFE)

Advisors Asset Management Inc. Has $19.95 Million Position in Pfizer Inc. (NYSE:PFE)

Advisors Asset Management Inc. boosted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 4.3% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 689,185 shares of the biopharmaceutical company’s... More of this article »
Image for First Horizon Advisors Inc. Increases Stock Holdings in Waste Management, Inc. (NYSE:WM)

First Horizon Advisors Inc. Increases Stock Holdings in Waste Management, Inc. (NYSE:WM)

First Horizon Advisors Inc. increased its position in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 0.9% during the third quarter, HoldingsChannel.com reports. The fund owned 53,690 shares of the business services... More of this article »
Image for Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS) Holdings Trimmed by Stonebridge Financial Planning Group LLC

Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS) Holdings Trimmed by Stonebridge Financial Planning Group LLC

Stonebridge Financial Planning Group LLC trimmed its position in shares of Fidelity MSCI Consumer Discretionary Index ETF (NYSEARCA:FDIS – Free Report) by 1.4% during the 3rd quarter, according to the company in its most recent... More of this article »
Image for Motorola Solutions, Inc. (NYSE:MSI) Stock Position Boosted by Banque Cantonale Vaudoise

Motorola Solutions, Inc. (NYSE:MSI) Stock Position Boosted by Banque Cantonale Vaudoise

Banque Cantonale Vaudoise grew its stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 452.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Shares Sold by Stonebridge Financial Planning Group LLC

SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) Shares Sold by Stonebridge Financial Planning Group LLC

Stonebridge Financial Planning Group LLC decreased its holdings in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 1.5% during the 3rd quarter, HoldingsChannel reports. The fund owned 18,227 shares of... More of this article »
Image for MTM Investment Management LLC Has $513,000 Stock Position in Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE)

MTM Investment Management LLC Has $513,000 Stock Position in Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE)

MTM Investment Management LLC cut its position in Direxion NASDAQ-100 Equal Weighted Index Shares (NASDAQ:QQQE – Free Report) by 8.1% during the third quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for Abrdn Japan Equity Fund Inc (NYSE:JEQ) Declares $0.12 Quarterly Dividend

Abrdn Japan Equity Fund Inc (NYSE:JEQ) Declares $0.12 Quarterly Dividend

Abrdn Japan Equity Fund Inc (NYSE:JEQ – Get Free Report) declared a quarterly dividend on Wednesday, November 13th,Wall Street Journal reports. Investors of record on Thursday, November 21st will be paid a dividend of 0.12 per... More of this article »
Image for Hilton Capital Management LLC Takes Position in NetApp, Inc. (NASDAQ:NTAP)

Hilton Capital Management LLC Takes Position in NetApp, Inc. (NASDAQ:NTAP)

Hilton Capital Management LLC acquired a new position in shares of NetApp, Inc. (NASDAQ:NTAP – Free Report) in the third quarter, HoldingsChannel.com reports. The institutional investor acquired 32,867 shares of the data storage... More of this article »
Image for Bellwether Advisors LLC Decreases Stake in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC)

Bellwether Advisors LLC Decreases Stake in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC)

Bellwether Advisors LLC lessened its position in shares of Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC – Free Report) by 75.9% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Image for Thrivent Financial for Lutherans Grows Stake in Stryker Co. (NYSE:SYK)

Thrivent Financial for Lutherans Grows Stake in Stryker Co. (NYSE:SYK)

Thrivent Financial for Lutherans lifted its stake in shares of Stryker Co. (NYSE:SYK – Free Report) by 6.9% in the third quarter, Holdings Channel reports. The firm owned 93,239 shares of the medical technology company’s... More of this article »
Image for Bellwether Advisors LLC Makes New $2.36 Million Investment in Lennar Co. (NYSE:LEN)

Bellwether Advisors LLC Makes New $2.36 Million Investment in Lennar Co. (NYSE:LEN)

Bellwether Advisors LLC purchased a new stake in Lennar Co. (NYSE:LEN – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 12,610 shares... More of this article »
Image for Snap-on Incorporated (NYSE:SNA) Plans Quarterly Dividend of $2.14

Snap-on Incorporated (NYSE:SNA) Plans Quarterly Dividend of $2.14

Snap-on Incorporated (NYSE:SNA – Get Free Report) announced a quarterly dividend on Friday, November 8th,RTT News reports. Stockholders of record on Thursday, November 21st will be paid a dividend of 2.14 per share on Tuesday,... More of this article »
Image for Cedar Wealth Management LLC Sells 80 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)

Cedar Wealth Management LLC Sells 80 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)

Cedar Wealth Management LLC lessened its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 62.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Cementos Pacasmayo S.A.A. (NYSE:CPAC) to Issue $0.54 Variable Dividend

Cementos Pacasmayo S.A.A. (NYSE:CPAC) to Issue $0.54 Variable Dividend

Cementos Pacasmayo S.A.A. (NYSE:CPAC – Get Free Report) announced a Variable dividend on Wednesday, November 6th,NASDAQ Dividends reports. Shareholders of record on Thursday, November 21st will be given a dividend of 0.5421 per... More of this article »
Image for Cedar Wealth Management LLC Sells 17,953 Shares of AT&T Inc. (NYSE:T)

Cedar Wealth Management LLC Sells 17,953 Shares of AT&T Inc. (NYSE:T)

Cedar Wealth Management LLC decreased its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 45.8% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 21,213 shares of the technology company’s stock... More of this article »
Image for Meta Platforms, Inc. (NASDAQ:META) Shares Purchased by Tower Bridge Advisors

Meta Platforms, Inc. (NASDAQ:META) Shares Purchased by Tower Bridge Advisors

Tower Bridge Advisors raised its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.1% 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 Grandfield & Dodd LLC Sells 202 Shares of Stryker Co. (NYSE:SYK)

Grandfield & Dodd LLC Sells 202 Shares of Stryker Co. (NYSE:SYK)

Grandfield & Dodd LLC lowered its holdings in Stryker Co. (NYSE:SYK – Free Report) by 0.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Image for Eaton Vance Municipal Bond Fund to Issue Monthly Dividend of $0.05 (NYSEAMERICAN:EIM)

Eaton Vance Municipal Bond Fund to Issue Monthly Dividend of $0.05 (NYSEAMERICAN:EIM)

Eaton Vance Municipal Bond Fund (NYSEAMERICAN:EIM – Get Free Report) announced a monthly dividend on Friday, November 1st,Wall Street Journal reports. Investors of record on Thursday, November 21st will be paid a dividend of... More of this article »
Image for Yü Group PLC (LON:YU) to Issue Dividend of GBX 19

Yü Group PLC (LON:YU) to Issue Dividend of GBX 19

Yü Group PLC (LON:YU – Get Free Report) declared a dividend on Tuesday, September 24th,Upcoming Dividends.Co.Uk reports. Investors of record on Thursday, November 21st will be given a dividend of GBX 19 ($0.24) per share on... More of this article »
Image for Lockheed Martin (NYSE:LMT) Stock Price Down 0.7%  – Time to Sell?

Lockheed Martin (NYSE:LMT) Stock Price Down 0.7% – Time to Sell?

Lockheed Martin Co. (NYSE:LMT – Get Free Report) shares dropped 0.7% on Monday . The company traded as low as $531.19 and last traded at $531.19. Approximately 163,867 shares changed hands during trading, a decline of 85% from... More of this article »
Image for Segall Bryant & Hamill LLC Boosts Position in McKesson Co. (NYSE:MCK)

Segall Bryant & Hamill LLC Boosts Position in McKesson Co. (NYSE:MCK)

Segall Bryant & Hamill LLC lifted its stake in shares of McKesson Co. (NYSE:MCK – Free Report) by 50.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Portfolio Design Labs LLC Reduces Stock Position in Atmos Energy Co. (NYSE:ATO)

Portfolio Design Labs LLC Reduces Stock Position in Atmos Energy Co. (NYSE:ATO)

Portfolio Design Labs LLC decreased its stake in shares of Atmos Energy Co. (NYSE:ATO – Free Report) by 46.3% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 11,730 shares of the utilities... More of this article »
Image for Portfolio Design Labs LLC Acquires 139,268 Shares of iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR)

Portfolio Design Labs LLC Acquires 139,268 Shares of iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR)

Portfolio Design Labs LLC raised its holdings in iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR – Free Report) by 171.0% in the 3rd quarter, HoldingsChannel reports. The fund owned 220,723 shares of the company’s... More of this article »
Image for Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Acquired by Rainwater Charitable Foundation

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Acquired by Rainwater Charitable Foundation

Rainwater Charitable Foundation lifted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 5.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 471,843 shares of the company’s... More of this article »
Image for Roger Wittlin Investment Advisory LLC Sells 97 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Roger Wittlin Investment Advisory LLC Sells 97 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Roger Wittlin Investment Advisory LLC decreased its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 1.1% during the third quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Caprock Group LLC Raises Position in The Southern Company (NYSE:SO)

Caprock Group LLC Raises Position in The Southern Company (NYSE:SO)

Caprock Group LLC boosted its position in The Southern Company (NYSE:SO – Free Report) by 5.0% during the 3rd quarter, Holdings Channel.com reports. The firm owned 25,601 shares of the utilities provider’s stock after... More of this article »
Image for Western Asset Mortgage Opportunity Fund Inc. (NYSE:DMO) to Issue Monthly Dividend of $0.13

Western Asset Mortgage Opportunity Fund Inc. (NYSE:DMO) to Issue Monthly Dividend of $0.13

Western Asset Mortgage Opportunity Fund Inc. (NYSE:DMO – Get Free Report) declared a monthly dividend on Friday, August 9th,Wall Street Journal reports. Investors of record on Thursday, November 21st will be given a dividend... More of this article »
Image for Banca Mediolanum S.p.A. (BNCDY) To Go Ex-Dividend on November 22nd

Banca Mediolanum S.p.A. (BNCDY) To Go Ex-Dividend on November 22nd

Banca Mediolanum S.p.A. (OTCMKTS:BNCDY – Get Free Report) announced a dividend on Tuesday, November 12th,NASDAQ Dividends reports. Stockholders of record on Friday, November 22nd will be paid a dividend of 0.7859 per share on... More of this article »