Home » Author Archive

Image for Simplicity Wealth LLC Makes New Investment in Innovator U.S. Equity Power Buffer ETF – January $PJAN

Simplicity Wealth LLC Makes New Investment in Innovator U.S. Equity Power Buffer ETF – January $PJAN

Simplicity Wealth LLC purchased a new stake in Innovator U.S. Equity Power Buffer ETF – January (BATS:PJAN – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 25,816... More of this article »
Image for WASHINGTON TRUST Co Sells 2,344 Shares of JPMorgan Chase & Co. $JPM

WASHINGTON TRUST Co Sells 2,344 Shares of JPMorgan Chase & Co. $JPM

WASHINGTON TRUST Co lessened its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 1.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 225,981 shares of the financial services provider’s... More of this article »
Image for Macerich (MAC) Set to Announce Earnings on Wednesday

Macerich (MAC) Set to Announce Earnings on Wednesday

Macerich (NYSE:MAC – Get Free Report) is anticipated to issue its Q3 2026 results after the market closes on Wednesday, November 4th. Analysts expect Macerich to post earnings of ($0.0088) per share and revenue of $251.31 million... More of this article »
Image for TIC Solutions, Inc $TIC Stock: Schwartz Investment Counsel Inc. Reduces Position

TIC Solutions, Inc $TIC Stock: Schwartz Investment Counsel Inc. Reduces Position

Schwartz Investment Counsel Inc. lessened its holdings in shares of TIC Solutions, Inc (NYSE:TIC – Free Report) by 39.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for 216,861 Shares in SPDR Bloomberg Short Term International Treasury Bond ETF $BWZ Purchased by Lam Group Inc.

216,861 Shares in SPDR Bloomberg Short Term International Treasury Bond ETF $BWZ Purchased by Lam Group Inc.

Lam Group Inc. purchased a new stake in SPDR Bloomberg Short Term International Treasury Bond ETF (NYSEARCA:BWZ – Free Report) in the third quarter, Holdings Channel.com reports. The institutional investor purchased 216,861 shares... More of this article »
Image for Coca-Cola Europacific Partners $CCEP Stock Sold by Schwartz Investment Counsel Inc.

Coca-Cola Europacific Partners $CCEP Stock Sold by Schwartz Investment Counsel Inc.

Schwartz Investment Counsel Inc. reduced its stake in Coca-Cola Europacific Partners (NASDAQ:CCEP – Free Report) by 28.1% during the 3rd quarter, Holdings Channel.com reports. The firm owned 345,000 shares of the company’s... More of this article »
Image for Solitron Devices, Inc. (OTCMKTS:SODI) Shares Shorted: Short Interest Up 359.6% in October

Solitron Devices, Inc. (OTCMKTS:SODI) Shares Shorted: Short Interest Up 359.6% in October

Solitron Devices, Inc. (OTCMKTS:SODI – Get Free Report) saw a large increase in short interest during the month of October. As of October 15th, there was short interest totaling 2,289 shares, an increase of 359.6% from the September... More of this article »
Image for Lodestar Private Asset Management LLC Sells 55,631 Shares of Schwab US Dividend Equity ETF $SCHD

Lodestar Private Asset Management LLC Sells 55,631 Shares of Schwab US Dividend Equity ETF $SCHD

Lodestar Private Asset Management LLC decreased its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 9.5% in the third quarter, Holdings Channel.com reports. The firm owned 528,834 shares of the company’s... More of this article »
Image for Vanguard Russell 2000 ETF $VTWO Stake Lessened by Lodestar Private Asset Management LLC

Vanguard Russell 2000 ETF $VTWO Stake Lessened by Lodestar Private Asset Management LLC

Lodestar Private Asset Management LLC lessened its stake in Vanguard Russell 2000 ETF (NASDAQ:VTWO – Free Report) by 8.5% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 103,737 shares of the... More of this article »
Image for Occidental Petroleum Corporation $OXY Stock: Schwartz Investment Counsel Inc. Increases Stake

Occidental Petroleum Corporation $OXY Stock: Schwartz Investment Counsel Inc. Increases Stake

Schwartz Investment Counsel Inc. boosted its holdings in Occidental Petroleum Corporation (NYSE:OXY – Free Report) by 14.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 80,750 shares of... More of this article »
Image for 10,000 Shares in ASML Holding N.V. $ASML Bought by Schwartz Investment Counsel Inc.

10,000 Shares in ASML Holding N.V. $ASML Bought by Schwartz Investment Counsel Inc.

Schwartz Investment Counsel Inc. acquired a new stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) during the 3rd quarter, Holdings Channel.com reports. The firm acquired 10,000 shares of the semiconductor company’s... More of this article »
Image for Capital Group U.S. Multi-Sector Income ETF $CGMS Stake Decreased by Total Clarity Wealth Management Inc.

Capital Group U.S. Multi-Sector Income ETF $CGMS Stake Decreased by Total Clarity Wealth Management Inc.

Total Clarity Wealth Management Inc. reduced its stake in shares of Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 45.3% in the third quarter, according to its most recent filing with the SEC. The... More of this article »
Image for Schwartz Investment Counsel Inc. Acquires New Holdings in QXO, Inc. $QXO

Schwartz Investment Counsel Inc. Acquires New Holdings in QXO, Inc. $QXO

Schwartz Investment Counsel Inc. bought a new stake in QXO, Inc. (NYSE:QXO – Free Report) during the third quarter, HoldingsChannel reports. The institutional investor bought 900,000 shares of the company’s stock, valued... More of this article »
Image for Apollo Global Management Inc. $APO Shares Sold by Schwartz Investment Counsel Inc.

Apollo Global Management Inc. $APO Shares Sold by Schwartz Investment Counsel Inc.

Schwartz Investment Counsel Inc. reduced its stake in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) by 60.6% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 10,639 shares of the financial services... More of this article »
Image for SLB Limited $SLB Shares Acquired by Oppenheimer & Co. Inc.

SLB Limited $SLB Shares Acquired by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. raised its position in SLB Limited (NYSE:SLB – Free Report) by 21.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 273,006 shares of the oil and gas company’s stock after buying... More of this article »
Image for SPDR Portfolio S&P 600 Small Cap ETF $SPSM Stock: Park Avenue Securities LLC Decreases Position

SPDR Portfolio S&P 600 Small Cap ETF $SPSM Stock: Park Avenue Securities LLC Decreases Position

Park Avenue Securities LLC decreased its stake in SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) by 97.1% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 292,048 shares of the company’s... More of this article »
Image for iShares Russell 1000 Value ETF $IWD Shares Newly Bought by Oppenheimer & Co. Inc.

iShares Russell 1000 Value ETF $IWD Shares Newly Bought by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. purchased a new stake in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Segment Wealth Management LLC Purchases New Stake in Invesco BulletShares 2030 Corporate Bond ETF $BSCU

Segment Wealth Management LLC Purchases New Stake in Invesco BulletShares 2030 Corporate Bond ETF $BSCU

Segment Wealth Management LLC acquired a new position in shares of Invesco BulletShares 2030 Corporate Bond ETF (NASDAQ:BSCU – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities &... More of this article »
Image for Centuri (NYSE:CTRI) Stock Breaks Above 50-Day Moving Average – Here’s Why

Centuri (NYSE:CTRI) Stock Breaks Above 50-Day Moving Average – Here’s Why

Centuri Holdings, Inc. (NYSE:CTRI – Get Free Report) shares passed above its fifty day moving average during trading on Tuesday. The stock has a fifty day moving average of $20.42 and traded as high as $20.67. Centuri shares... More of this article »
Image for TransAlta (NYSE:TAC) Shares Break Above Fifty Day Moving Average – Should You Sell?

TransAlta (NYSE:TAC) Shares Break Above Fifty Day Moving Average – Should You Sell?

TransAlta Corporation (NYSE:TAC – Get Free Report) (TSE:TA)’s stock price crossed above its 50 day moving average during trading on Tuesday. The stock has a 50 day moving average of $12.35 and traded as high as $12.90.... More of this article »
Image for GraniteShares 2x Long AMD Daily ETF (NASDAQ:AMDL) Stock Break Above Fifty Day Moving Average – Should You Sell?

GraniteShares 2x Long AMD Daily ETF (NASDAQ:AMDL) Stock Break Above Fifty Day Moving Average – Should You Sell?

GraniteShares 2x Long AMD Daily ETF (NASDAQ:AMDL – Get Free Report) shares crossed above its 50-day moving average during trading on Tuesday. The stock has a 50-day moving average of $63.70 and traded as high as $64.71. GraniteShares... More of this article »
Image for Capital Group U.S. Small and Mid Cap ETF $CGMM Shares Newly Acquired by Sigma Planning Corp

Capital Group U.S. Small and Mid Cap ETF $CGMM Shares Newly Acquired by Sigma Planning Corp

Sigma Planning Corp bought a new position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Automatic Data Processing, Inc. $ADP Stock Purchased by Sigma Planning Corp

Automatic Data Processing, Inc. $ADP Stock Purchased by Sigma Planning Corp

Sigma Planning Corp lifted its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 58.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Sigma Planning Corp Buys New Holdings in iShares Russell 3000 ETF $IWV

Sigma Planning Corp Buys New Holdings in iShares Russell 3000 ETF $IWV

Sigma Planning Corp purchased a new stake in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Wedbush Securities Inc. Makes New Investment in Dimensional U.S. Targeted Value ETF $DFAT

Wedbush Securities Inc. Makes New Investment in Dimensional U.S. Targeted Value ETF $DFAT

Wedbush Securities Inc. acquired a new stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and... More of this article »