Home » Author Archive

Image for CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Shares Sold by CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Shares Sold by CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT lowered its position in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 50.0% in the third quarter, HoldingsChannel reports. The firm owned 6,000 shares of... More of this article »
Image for My Legacy Advisors LLC Sells 1,656 Shares of SPDR S&P Dividend ETF (NYSEARCA:SDY)

My Legacy Advisors LLC Sells 1,656 Shares of SPDR S&P Dividend ETF (NYSEARCA:SDY)

My Legacy Advisors LLC trimmed its stake in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 27.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Sky Investment Group LLC Decreases Position in Philip Morris International Inc. (NYSE:PM)

Sky Investment Group LLC Decreases Position in Philip Morris International Inc. (NYSE:PM)

Sky Investment Group LLC lessened its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 0.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Increases Stock Holdings in Jacobs Solutions Inc. (NYSE:J)

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Increases Stock Holdings in Jacobs Solutions Inc. (NYSE:J)

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT grew its stake in Jacobs Solutions Inc. (NYSE:J – Free Report) by 11.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Maripau Wealth Management LLC Raises Stock Holdings in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

Maripau Wealth Management LLC Raises Stock Holdings in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH)

Maripau Wealth Management LLC boosted its stake in shares of Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 68.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
Image for Pegasus Asset Management Inc. Increases Stock Holdings in Stryker Co. (NYSE:SYK)

Pegasus Asset Management Inc. Increases Stock Holdings in Stryker Co. (NYSE:SYK)

Pegasus Asset Management Inc. boosted its stake in shares of Stryker Co. (NYSE:SYK – Free Report) by 1.4% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 4,709 shares of the medical technology... More of this article »
Image for Maripau Wealth Management LLC Increases Holdings in Aptus Defined Risk ETF (BATS:DRSK)

Maripau Wealth Management LLC Increases Holdings in Aptus Defined Risk ETF (BATS:DRSK)

Maripau Wealth Management LLC raised its holdings in Aptus Defined Risk ETF (BATS:DRSK – Free Report) by 59.0% during the third quarter, Holdings Channel.com reports. The institutional investor owned 81,394 shares of the company’s... More of this article »
Image for CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Sells 13,000 Shares of Cenovus Energy Inc. (NYSE:CVE)

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT Sells 13,000 Shares of Cenovus Energy Inc. (NYSE:CVE)

CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT lowered its holdings in shares of Cenovus Energy Inc. (NYSE:CVE – Free Report) (TSE:CVE) by 4.7% in the third quarter, Holdings Channel.com reports. The fund owned 264,000... More of this article »
Image for The Southern Company (NYSE:SO) Shares Sold by Xcel Wealth Management LLC

The Southern Company (NYSE:SO) Shares Sold by Xcel Wealth Management LLC

Xcel Wealth Management LLC lowered its holdings in shares of The Southern Company (NYSE:SO – Free Report) by 9.0% 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 My Legacy Advisors LLC Acquires 14,875 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

My Legacy Advisors LLC Acquires 14,875 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

My Legacy Advisors LLC increased its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 30.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 63,811 shares of... More of this article »
Image for Eastern Bank Invests $15.82 Million in Agilent Technologies, Inc. (NYSE:A)

Eastern Bank Invests $15.82 Million in Agilent Technologies, Inc. (NYSE:A)

Eastern Bank purchased a new position in shares of Agilent Technologies, Inc. (NYSE:A – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for RTX Target of Unusually High Options Trading (NYSE:RTX)

RTX Target of Unusually High Options Trading (NYSE:RTX)

RTX Co. (NYSE:RTX – Get Free Report) was the target of some unusual options trading activity on Tuesday. Investors bought 28,365 call options on the company. This represents an increase of approximately 39% compared to the... More of this article »
Image for Xcel Wealth Management LLC Purchases 311 Shares of DuPont de Nemours, Inc. (NYSE:DD)

Xcel Wealth Management LLC Purchases 311 Shares of DuPont de Nemours, Inc. (NYSE:DD)

Xcel Wealth Management LLC lifted its position in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 7.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Chia One Day Volume Hits $4.76 Million (XCH)

Chia One Day Volume Hits $4.76 Million (XCH)

Chia (XCH) traded down 2.8% against the dollar during the twenty-four hour period ending at 13:00 PM E.T. on October 22nd. Chia has a total market cap of $200.89 million and approximately $4.76 million worth of Chia was traded on exchanges... More of this article »
Image for EOS (EOS)  Trading 0.6% Lower  Over Last 7 Days

EOS (EOS) Trading 0.6% Lower Over Last 7 Days

EOS (EOS) traded 1.9% lower against the US dollar during the one day period ending at 13:00 PM Eastern on October 22nd. One EOS coin can currently be purchased for approximately $0.48 or 0.00000720 BTC on cryptocurrency exchanges.... More of this article »
Image for Covenant (COVN) Price Hits $0.0107 on Top Exchanges

Covenant (COVN) Price Hits $0.0107 on Top Exchanges

Covenant (COVN) traded 0% lower against the U.S. dollar during the one day period ending at 13:00 PM ET on October 22nd. One Covenant token can now be bought for approximately $0.0107 or 0.00000016 BTC on popular exchanges. In the... More of this article »
Image for Ford Motor (NYSE:F) Stock Holdings Raised by Xcel Wealth Management LLC

Ford Motor (NYSE:F) Stock Holdings Raised by Xcel Wealth Management LLC

Xcel Wealth Management LLC boosted its position in shares of Ford Motor (NYSE:F – Free Report) by 38.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Warner Financial Inc. Has $1.22 Million Stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Warner Financial Inc. Has $1.22 Million Stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Warner Financial Inc. raised its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 1.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Sierra Capital LLC Has $1.26 Million Stock Holdings in iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG)

Sierra Capital LLC Has $1.26 Million Stock Holdings in iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG)

Sierra Capital LLC lessened its holdings in iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG – Free Report) by 32.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Accenture plc (NYSE:ACN) Shares Bought by Oakworth Capital Inc.

Accenture plc (NYSE:ACN) Shares Bought by Oakworth Capital Inc.

Oakworth Capital Inc. increased its holdings in Accenture plc (NYSE:ACN – Free Report) by 67.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,245 shares... More of this article »
Image for Signaturefd LLC Has $62.10 Million Stock Position in Vanguard Total Bond Market ETF (NASDAQ:BND)

Signaturefd LLC Has $62.10 Million Stock Position in Vanguard Total Bond Market ETF (NASDAQ:BND)

Signaturefd LLC grew its holdings in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 10.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for PACCAR (NASDAQ:PCAR) Shares Gap Down   – Here’s What Happened

PACCAR (NASDAQ:PCAR) Shares Gap Down – Here’s What Happened

PACCAR Inc (NASDAQ:PCAR – Get Free Report)’s share price gapped down before the market opened on Tuesday . The stock had previously closed at $109.61, but opened at $106.22. PACCAR shares last traded at $103.43, with a... More of this article »
Image for Cetera Trust Company N.A Has $1.36 Million Stake in The Walt Disney Company (NYSE:DIS)

Cetera Trust Company N.A Has $1.36 Million Stake in The Walt Disney Company (NYSE:DIS)

Cetera Trust Company N.A grew its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 1.2% in the third quarter, Holdings Channel reports. The institutional investor owned 14,167 shares of the entertainment... More of this article »
Image for American Express (NYSE:AXP) Shares Sold by Fortis Group Advisors LLC

American Express (NYSE:AXP) Shares Sold by Fortis Group Advisors LLC

Fortis Group Advisors LLC reduced its stake in shares of American Express (NYSE:AXP) by 5.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Vicus Capital Reduces Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Vicus Capital Reduces Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)

Vicus Capital decreased its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 2.9% during the third quarter, Holdings Channel reports. The institutional investor owned 33,865 shares of the... More of this article »
Image for Mattern Wealth Management LLC Makes New Investment in Bristol-Myers Squibb (NYSE:BMY)

Mattern Wealth Management LLC Makes New Investment in Bristol-Myers Squibb (NYSE:BMY)

Mattern Wealth Management LLC purchased a new stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) during the third quarter, according to its most recent filing with the SEC. The firm purchased 4,800 shares of the biopharmaceutical... More of this article »
Image for Krane Funds Advisors LLC Makes New $510,000 Investment in Verizon Communications Inc. (NYSE:VZ)

Krane Funds Advisors LLC Makes New $510,000 Investment in Verizon Communications Inc. (NYSE:VZ)

Krane Funds Advisors LLC acquired a new stake in Verizon Communications Inc. (NYSE:VZ – Free Report) during the third quarter, Holdings Channel.com reports. The institutional investor acquired 11,358 shares of the cell phone... More of this article »
Image for Ball Co. (NYSE:BALL) Shares Sold by Sky Investment Group LLC

Ball Co. (NYSE:BALL) Shares Sold by Sky Investment Group LLC

Sky Investment Group LLC reduced its position in Ball Co. (NYSE:BALL – Free Report) by 41.8% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 8,250 shares of the company’s stock... More of this article »
Image for United Parcel Service, Inc. (NYSE:UPS) Shares Sold by Sky Investment Group LLC

United Parcel Service, Inc. (NYSE:UPS) Shares Sold by Sky Investment Group LLC

Sky Investment Group LLC trimmed its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 9.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Vicus Capital Sells 8,012 Shares of iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG)

Vicus Capital Sells 8,012 Shares of iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG)

Vicus Capital lowered its position in shares of iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG – Free Report) by 21.2% during the third quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Dock Street Asset Management Inc. Has $6.43 Million Stock Holdings in Arm Holdings plc (NASDAQ:ARM)

Dock Street Asset Management Inc. Has $6.43 Million Stock Holdings in Arm Holdings plc (NASDAQ:ARM)

Dock Street Asset Management Inc. grew its stake in Arm Holdings plc (NASDAQ:ARM – Free Report) by 11.9% during the third quarter, HoldingsChannel.com reports. The firm owned 44,991 shares of the company’s stock after... More of this article »
Image for Waterway Wealth Management LLC Grows Stake in UnitedHealth Group Incorporated (NYSE:UNH)

Waterway Wealth Management LLC Grows Stake in UnitedHealth Group Incorporated (NYSE:UNH)

Waterway Wealth Management LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.7% during the 3rd quarter, Holdings Channel.com reports. The firm owned 571 shares of the healthcare conglomerate’s... More of this article »
Image for Oakworth Capital Inc. Boosts Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Oakworth Capital Inc. Boosts Stock Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Oakworth Capital Inc. increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 47.9% during the 3rd quarter, Holdings Channel reports. The firm owned 871,730 shares of the exchange traded... More of this article »
Image for iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) Stock Position Boosted by Traphagen Investment Advisors LLC

iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) Stock Position Boosted by Traphagen Investment Advisors LLC

Traphagen Investment Advisors LLC grew its stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 12.9% during the third quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Vicus Capital Has $1.13 Million Stock Holdings in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

Vicus Capital Has $1.13 Million Stock Holdings in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH)

Vicus Capital increased its position in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 63.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Brookfield Co. (NYSE:BN) Shares Acquired by Graybill Wealth Management LTD.

Brookfield Co. (NYSE:BN) Shares Acquired by Graybill Wealth Management LTD.

Graybill Wealth Management LTD. grew its holdings in Brookfield Co. (NYSE:BN – Free Report) by 0.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Rodgers & Associates LTD Buys 2,073 Shares of ARK Innovation ETF (NYSEARCA:ARKK)

Rodgers & Associates LTD Buys 2,073 Shares of ARK Innovation ETF (NYSEARCA:ARKK)

Rodgers & Associates LTD grew its stake in shares of ARK Innovation ETF (NYSEARCA:ARKK – Free Report) by 18.9% during the third quarter, Holdings Channel.com reports. The institutional investor owned 13,070 shares of the... More of this article »
Image for RFP Financial Group LLC Sells 1,918 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

RFP Financial Group LLC Sells 1,918 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

RFP Financial Group LLC lowered its stake in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 16.3% in the third quarter, Holdings Channel reports. The fund owned 9,837 shares of the company’s stock... More of this article »
Image for Enbridge Inc. (NYSE:ENB) Shares Acquired by Home Federal Bank of Tennessee

Enbridge Inc. (NYSE:ENB) Shares Acquired by Home Federal Bank of Tennessee

Home Federal Bank of Tennessee boosted its position in Enbridge Inc. (NYSE:ENB – Free Report) (TSE:ENB) by 1.6% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 53,822 shares of the pipeline... More of this article »
Image for Abbott Laboratories (NYSE:ABT) Shares Sold by Telos Capital Management Inc.

Abbott Laboratories (NYSE:ABT) Shares Sold by Telos Capital Management Inc.

Telos Capital Management Inc. lessened its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 0.6% in the 3rd quarter, Holdings Channel.com reports. The fund owned 30,756 shares of the healthcare product maker’s... More of this article »
Image for Fortis Group Advisors LLC Has $8.74 Million Stock Position in iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Fortis Group Advisors LLC Has $8.74 Million Stock Position in iShares Russell 2000 Growth ETF (NYSEARCA:IWO)

Fortis Group Advisors LLC lowered its position in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 21.0% in the third quarter, Holdings Channel.com reports. The institutional investor owned 30,769 shares of the... More of this article »
Image for Fortis Group Advisors LLC Sells 7,279 Shares of Fortinet, Inc. (NASDAQ:FTNT)

Fortis Group Advisors LLC Sells 7,279 Shares of Fortinet, Inc. (NASDAQ:FTNT)

Fortis Group Advisors LLC lessened its holdings in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 22.9% in the third quarter, Holdings Channel reports. The institutional investor owned 24,568 shares of the software maker’s... More of this article »
Image for Fortis Group Advisors LLC Invests $961,000 in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Fortis Group Advisors LLC Invests $961,000 in Avantis U.S. Equity ETF (NYSEARCA:AVUS)

Fortis Group Advisors LLC acquired a new stake in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 10,099 shares of... More of this article »
Image for Calton & Associates Inc. Buys New Shares in Energy Transfer LP (NYSE:ET)

Calton & Associates Inc. Buys New Shares in Energy Transfer LP (NYSE:ET)

Calton & Associates Inc. acquired a new stake in Energy Transfer LP (NYSE:ET – Free Report) in the third quarter, HoldingsChannel reports. The institutional investor acquired 31,943 shares of the pipeline company’s... More of this article »
Image for Mangoceuticals Responds to Claims Made by Eli Lilly in Recent Press Release<br/><br/>

Mangoceuticals Responds to Claims Made by Eli Lilly in Recent Press Release

Mangoceuticals, Inc. (NASDAQ: MGRX) recently issued a press release on October 21, 2024, in response to certain public claims made by Eli Lilly. In their announcement, the company addressed the assertions made by Eli Lilly and provided... More of this article »
Image for Kyrrex (KRRX) Trading Down 0.1% This Week

Kyrrex (KRRX) Trading Down 0.1% This Week

Kyrrex (KRRX) traded 0.7% lower against the US dollar during the twenty-four hour period ending at 10:00 AM Eastern on October 22nd. One Kyrrex token can now be purchased for $0.0784 or 0.00000117 BTC on popular cryptocurrency exchanges.... More of this article »
Image for iShares MSCI EAFE Growth ETF (BATS:EFG) Shares Bought by Moneywise Inc.

iShares MSCI EAFE Growth ETF (BATS:EFG) Shares Bought by Moneywise Inc.

Moneywise Inc. raised its position in iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 94.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Philip Morris International (NYSE:PM) Issues FY24 Earnings Guidance

Philip Morris International (NYSE:PM) Issues FY24 Earnings Guidance

Philip Morris International (NYSE:PM – Get Free Report) issued an update on its FY24 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of $6.45-6.51 for the period, compared to the consensus... More of this article »
Image for U S Global Investors Inc. Raises Position in Vizsla Silver Corp. (NYSE:VZLA)

U S Global Investors Inc. Raises Position in Vizsla Silver Corp. (NYSE:VZLA)

U S Global Investors Inc. boosted its holdings in Vizsla Silver Corp. (NYSE:VZLA – Free Report) by 17.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,075,000 shares of the... More of this article »
Image for Hop Protocol (HOP) Hits Self Reported Market Cap of $779,637.67

Hop Protocol (HOP) Hits Self Reported Market Cap of $779,637.67

Hop Protocol (HOP) traded down 8.6% against the dollar during the 1 day period ending at 10:00 AM E.T. on October 22nd. Over the last week, Hop Protocol has traded 20.3% lower against the dollar. Hop Protocol has a market cap of $779,637.67... More of this article »