Home » Investing

Image for Schwab 1000 Index ETF (NYSEARCA:SCHK) is Warwick Investment Management Inc.’s Largest Position

Schwab 1000 Index ETF (NYSEARCA:SCHK) is Warwick Investment Management Inc.’s Largest Position

Warwick Investment Management Inc. lifted its holdings in Schwab 1000 Index ETF (NYSEARCA:SCHK – Free Report) by 109.2% in the fourth quarter, Holdings Channel reports. The firm owned 4,387,948 shares of the company’s... More of this article »
Image for Saturna Capital Corp Decreases Stock Holdings in ICF International, Inc. (NASDAQ:ICFI)

Saturna Capital Corp Decreases Stock Holdings in ICF International, Inc. (NASDAQ:ICFI)

Saturna Capital Corp reduced its holdings in ICF International, Inc. (NASDAQ:ICFI – Free Report) by 3.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for EverSource Wealth Advisors LLC Trims Stock Position in i3 Verticals, Inc. (NASDAQ:IIIV)

EverSource Wealth Advisors LLC Trims Stock Position in i3 Verticals, Inc. (NASDAQ:IIIV)

EverSource Wealth Advisors LLC trimmed its stake in i3 Verticals, Inc. (NASDAQ:IIIV – Free Report) by 4.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Saturna Capital Corp Acquires 1,480 Shares of NICE Ltd. (NASDAQ:NICE)

Saturna Capital Corp Acquires 1,480 Shares of NICE Ltd. (NASDAQ:NICE)

Saturna Capital Corp raised its holdings in shares of NICE Ltd. (NASDAQ:NICE – Free Report) by 8.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for EMCOR Group, Inc. (NYSE:EME) Shares Purchased by Saturna Capital Corp

EMCOR Group, Inc. (NYSE:EME) Shares Purchased by Saturna Capital Corp

Saturna Capital Corp raised its stake in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 11.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,069 shares of the construction company’s... More of this article »
Image for Capital Group International Focus Equity ETF (NYSEARCA:CGXU) Shares Purchased by EverSource Wealth Advisors LLC

Capital Group International Focus Equity ETF (NYSEARCA:CGXU) Shares Purchased by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC grew its stake in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) by 5,229.3% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Warwick Investment Management Inc. Buys 45,112 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Warwick Investment Management Inc. Buys 45,112 Shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX)

Warwick Investment Management Inc. boosted its stake in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 200.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Davis R M Inc. Takes Position in AstraZeneca PLC (NASDAQ:AZN)

Davis R M Inc. Takes Position in AstraZeneca PLC (NASDAQ:AZN)

Davis R M Inc. bought a new position in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 4,093 shares of the... More of this article »
Image for Dearborn Partners LLC Acquires 272 Shares of Morningstar, Inc. (NASDAQ:MORN)

Dearborn Partners LLC Acquires 272 Shares of Morningstar, Inc. (NASDAQ:MORN)

Dearborn Partners LLC lifted its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 25.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 1,330 shares of the business services provider’s stock... More of this article »
Image for Biotech Stocks To Add to Your Watchlist – March 11th

Biotech Stocks To Add to Your Watchlist – March 11th

AbbVie, Danaher, and Thermo Fisher Scientific are the three Biotech stocks to watch today, according to MarketBeat’s stock screener tool. Biotech stocks are shares of companies that focus on developing and commercializing pharmaceutical... More of this article »
Image for Ultra Clean Holdings, Inc. (NASDAQ:UCTT) Insider Acquires $75,510.00 in Stock

Ultra Clean Holdings, Inc. (NASDAQ:UCTT) Insider Acquires $75,510.00 in Stock

Ultra Clean Holdings, Inc. (NASDAQ:UCTT – Get Free Report) insider Bill Bentinck purchased 3,000 shares of the stock in a transaction on Friday, March 7th. The stock was bought at an average price of $25.17 per share, for a total... More of this article »
Image for Wealthfront Advisers LLC Grows Stake in Linde plc (NASDAQ:LIN)

Wealthfront Advisers LLC Grows Stake in Linde plc (NASDAQ:LIN)

Wealthfront Advisers LLC increased its stake in Linde plc (NASDAQ:LIN – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 45,776 shares of the... More of this article »
Image for Osisko Gold Royalties Ltd (NYSE:OR) Stock Holdings Lifted by Lane Generational LLC

Osisko Gold Royalties Ltd (NYSE:OR) Stock Holdings Lifted by Lane Generational LLC

Lane Generational LLC raised its holdings in shares of Osisko Gold Royalties Ltd (NYSE:OR – Free Report) by 0.3% during the fourth quarter, HoldingsChannel reports. The firm owned 303,401 shares of the basic materials company’s... More of this article »
Image for Prosperity Wealth Management Inc. Makes New $479,000 Investment in Pure Storage, Inc. (NYSE:PSTG)

Prosperity Wealth Management Inc. Makes New $479,000 Investment in Pure Storage, Inc. (NYSE:PSTG)

Prosperity Wealth Management Inc. purchased a new stake in shares of Pure Storage, Inc. (NYSE:PSTG – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 7,795 shares of the... More of this article »
Image for Prosperity Wealth Management Inc. Acquires Shares of 25,491 FS KKR Capital Corp. (NYSE:FSK)

Prosperity Wealth Management Inc. Acquires Shares of 25,491 FS KKR Capital Corp. (NYSE:FSK)

Prosperity Wealth Management Inc. acquired a new stake in shares of FS KKR Capital Corp. (NYSE:FSK – Free Report) in the 4th quarter, HoldingsChannel reports. The firm acquired 25,491 shares of the company’s stock, valued... More of this article »
Image for Sequoia Financial Advisors LLC Increases Stock Holdings in JPMorgan Income ETF (NYSEARCA:JPIE)

Sequoia Financial Advisors LLC Increases Stock Holdings in JPMorgan Income ETF (NYSEARCA:JPIE)

Sequoia Financial Advisors LLC grew its holdings in shares of JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 8.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Sequoia Financial Advisors LLC Buys 96,953 Shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)

Sequoia Financial Advisors LLC Buys 96,953 Shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)

Sequoia Financial Advisors LLC grew its stake in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 6.4% during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for Sequoia Financial Advisors LLC Raises Stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)

Sequoia Financial Advisors LLC Raises Stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM)

Sequoia Financial Advisors LLC grew its holdings in shares of Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 24.1% during the 4th quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Avantax Planning Partners Inc. Sells 202 Shares of American Express (NYSE:AXP)

Avantax Planning Partners Inc. Sells 202 Shares of American Express (NYSE:AXP)

Avantax Planning Partners Inc. decreased its stake in American Express (NYSE:AXP) by 7.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned... More of this article »
Image for Avantax Planning Partners Inc. Boosts Stock Holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Avantax Planning Partners Inc. Boosts Stock Holdings in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

Avantax Planning Partners Inc. boosted its position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) by 17.6% during the fourth quarter, HoldingsChannel reports. The fund owned 1,004 shares of the pharmaceutical... More of this article »
Image for Davis R M Inc. Has $263,000 Position in Hologic, Inc. (NASDAQ:HOLX)

Davis R M Inc. Has $263,000 Position in Hologic, Inc. (NASDAQ:HOLX)

Davis R M Inc. lessened its holdings in Hologic, Inc. (NASDAQ:HOLX – Free Report) by 14.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for Northern Trust Co. (NASDAQ:NTRS) Holdings Decreased by Davis R M Inc.

Northern Trust Co. (NASDAQ:NTRS) Holdings Decreased by Davis R M Inc.

Davis R M Inc. reduced its holdings in Northern Trust Co. (NASDAQ:NTRS – Free Report) by 5.4% in the 4th quarter, Holdings Channel reports. The fund owned 7,947 shares of the asset manager’s stock after selling 457 shares... More of this article »
Image for Davis R M Inc. Sells 490 Shares of The Cooper Companies, Inc. (NASDAQ:COO)

Davis R M Inc. Sells 490 Shares of The Cooper Companies, Inc. (NASDAQ:COO)

Davis R M Inc. decreased its position in The Cooper Companies, Inc. (NASDAQ:COO – Free Report) by 9.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Rep. Jefferson Shreve Buys Merck & Co., Inc. (NYSE:MRK) Shares

Rep. Jefferson Shreve Buys Merck & Co., Inc. (NYSE:MRK) Shares

Representative Jefferson Shreve (R-Indiana) recently bought shares of Merck & Co., Inc. (NYSE:MRK). In a filing disclosed on March 09th, the Representative disclosed that they had bought between $15,001 and $50,000 in Merck &... More of this article »
Image for Rep. Jefferson Shreve Sells Off Shares of Harley-Davidson, Inc. (NYSE:HOG)

Rep. Jefferson Shreve Sells Off Shares of Harley-Davidson, Inc. (NYSE:HOG)

Representative Jefferson Shreve (R-Indiana) recently sold shares of Harley-Davidson, Inc. (NYSE:HOG). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $15,001 and $50,000 in Harley-Davidson... More of this article »
Image for Independent Advisor Alliance Sells 17,621 Shares of Seven Hills Realty Trust (NASDAQ:SEVN)

Independent Advisor Alliance Sells 17,621 Shares of Seven Hills Realty Trust (NASDAQ:SEVN)

Independent Advisor Alliance lowered its stake in shares of Seven Hills Realty Trust (NASDAQ:SEVN – Free Report) by 5.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 292,336 shares of the... More of this article »
Image for Inspire Advisors LLC Raises Position in Arch Capital Group Ltd. (NASDAQ:ACGL)

Inspire Advisors LLC Raises Position in Arch Capital Group Ltd. (NASDAQ:ACGL)

Inspire Advisors LLC raised its holdings in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 7.0% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Avantax Planning Partners Inc. Acquires 75 Shares of Waste Management, Inc. (NYSE:WM)

Avantax Planning Partners Inc. Acquires 75 Shares of Waste Management, Inc. (NYSE:WM)

Avantax Planning Partners Inc. raised its holdings in Waste Management, Inc. (NYSE:WM – Free Report) by 2.3% in the 4th quarter, HoldingsChannel reports. The firm owned 3,329 shares of the business services provider’s... More of this article »
Image for MicroSectors Energy 3X Leveraged ETN (NYSEARCA:WTIU) Sees Large Volume Increase  – Here’s What Happened

MicroSectors Energy 3X Leveraged ETN (NYSEARCA:WTIU) Sees Large Volume Increase – Here’s What Happened

MicroSectors Energy 3X Leveraged ETN (NYSEARCA:WTIU – Get Free Report) shares saw strong trading volume on Monday . 73,543 shares were traded during trading, an increase of 51% from the previous session’s volume of 48,749... More of this article »
Image for Hims & Hers Health (NYSE:HIMS) Shares Gap Down   – Should You Sell?

Hims & Hers Health (NYSE:HIMS) Shares Gap Down – Should You Sell?

Shares of Hims & Hers Health, Inc. (NYSE:HIMS – Get Free Report) gapped down prior to trading on Monday . The stock had previously closed at $35.95, but opened at $34.11. Hims & Hers Health shares last traded at $35.21,... More of this article »
Image for MicroStrategy (NASDAQ:MSTR) Shares Gap Down   – Here’s What Happened

MicroStrategy (NASDAQ:MSTR) Shares Gap Down – Here’s What Happened

MicroStrategy Incorporated (NASDAQ:MSTR – Get Free Report)’s stock price gapped down before the market opened on Monday . The stock had previously closed at $287.18, but opened at $268.00. MicroStrategy shares last traded... More of this article »
Image for VentriPoint Diagnostics (CVE:VPT)  Shares Down 14.7%   – Here’s What Happened

VentriPoint Diagnostics (CVE:VPT) Shares Down 14.7% – Here’s What Happened

VentriPoint Diagnostics Ltd. (CVE:VPT – Get Free Report)’s stock price traded down 14.7% during mid-day trading on Wednesday . The stock traded as low as C$0.15 and last traded at C$0.15. 266,015 shares changed hands during... More of this article »
Image for CMO Group (LON:CMO) Trading Up 75.6%  – Here’s Why

CMO Group (LON:CMO) Trading Up 75.6% – Here’s Why

Shares of CMO Group PLC (LON:CMO – Get Free Report) traded up 75.6% during mid-day trading on Wednesday . The stock traded as high as GBX 2.59 ($0.03) and last traded at GBX 2.59 ($0.03). 635,077 shares were traded during mid-day... More of this article »
Image for The Sherwin-Williams Company (NYSE:SHW) Shares Sold by Donaldson Capital Management LLC

The Sherwin-Williams Company (NYSE:SHW) Shares Sold by Donaldson Capital Management LLC

Donaldson Capital Management LLC decreased its position in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 16.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for GC Wealth Management RIA LLC Increases Stake in Weyerhaeuser (NYSE:WY)

GC Wealth Management RIA LLC Increases Stake in Weyerhaeuser (NYSE:WY)

GC Wealth Management RIA LLC lifted its stake in shares of Weyerhaeuser (NYSE:WY – Free Report) by 141.2% during the 4th quarter, HoldingsChannel reports. The fund owned 22,678 shares of the real estate investment trust’s... More of this article »
Image for GC Wealth Management RIA LLC Buys New Shares in GoDaddy Inc. (NYSE:GDDY)

GC Wealth Management RIA LLC Buys New Shares in GoDaddy Inc. (NYSE:GDDY)

GC Wealth Management RIA LLC bought a new stake in GoDaddy Inc. (NYSE:GDDY – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 1,409 shares... More of this article »
Image for APi Group Co. (NYSE:APG) Shares Purchased by River Road Asset Management LLC

APi Group Co. (NYSE:APG) Shares Purchased by River Road Asset Management LLC

River Road Asset Management LLC grew its position in shares of APi Group Co. (NYSE:APG – Free Report) by 12.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for GC Wealth Management RIA LLC Has $367,000 Holdings in MakeMyTrip Limited (NASDAQ:MMYT)

GC Wealth Management RIA LLC Has $367,000 Holdings in MakeMyTrip Limited (NASDAQ:MMYT)

GC Wealth Management RIA LLC lessened its holdings in shares of MakeMyTrip Limited (NASDAQ:MMYT – Free Report) by 6.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 3,269 shares of... More of this article »
Image for King Luther Capital Management Corp Sells 50 Shares of Caterpillar Inc. (NYSE:CAT)

King Luther Capital Management Corp Sells 50 Shares of Caterpillar Inc. (NYSE:CAT)

King Luther Capital Management Corp trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 0.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 18,670 shares of... More of this article »
Image for Independent Advisor Alliance Purchases New Position in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)

Independent Advisor Alliance Purchases New Position in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH)

Independent Advisor Alliance acquired a new position in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm acquired 94,894 shares of the company’s... More of this article »