Home » Finance

Image for West Family Investments Inc. Grows Position in Chevron Corporation $CVX

West Family Investments Inc. Grows Position in Chevron Corporation $CVX

West Family Investments Inc. raised its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 68.8% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 7,766 shares of the... More of this article »
Image for Waverly Advisors LLC Purchases 212,585 Shares of Vanguard Value ETF $VTV

Waverly Advisors LLC Purchases 212,585 Shares of Vanguard Value ETF $VTV

Waverly Advisors LLC grew its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 65.9% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 535,169 shares of the company’s stock after... More of this article »
Image for Chevron Corporation $CVX Holdings Raised by Waverly Advisors LLC

Chevron Corporation $CVX Holdings Raised by Waverly Advisors LLC

Waverly Advisors LLC grew its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 20.5% during the 2nd quarter, HoldingsChannel reports. The fund owned 177,024 shares of the oil and gas company’s stock after... More of this article »
Image for Vanguard Total Stock Market ETF $VTI is Waverly Advisors LLC’s 8th Largest Position

Vanguard Total Stock Market ETF $VTI is Waverly Advisors LLC’s 8th Largest Position

Waverly Advisors LLC increased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 79.2% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 599,991 shares of the ETF’s... More of this article »
Image for ExxonMobil Corporation $XOM Shares Bought by Hudock Inc.

ExxonMobil Corporation $XOM Shares Bought by Hudock Inc.

Hudock Inc. increased its stake in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 24.5% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Head-To-Head Survey: Crescent Biopharma (NASDAQ:CBIO) versus INmune Bio (NASDAQ:INMB)

Head-To-Head Survey: Crescent Biopharma (NASDAQ:CBIO) versus INmune Bio (NASDAQ:INMB)

INmune Bio (NASDAQ:INMB – Get Free Report) and Crescent Biopharma (NASDAQ:CBIO – Get Free Report) are both small-cap healthcare companies, but which is the superior investment? We will compare the two companies based on... More of this article »
Image for Allworth Financial LP Cuts Position in Advanced Micro Devices, Inc. $AMD

Allworth Financial LP Cuts Position in Advanced Micro Devices, Inc. $AMD

Allworth Financial LP lessened its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 25.0% during the second quarter, Holdings Channel reports. The fund owned 95,614 shares of the semiconductor manufacturer’s... More of this article »
Image for Analyzing Trinity Capital (NASDAQ:TRIN) & Site Centers (NYSE:SITC)

Analyzing Trinity Capital (NASDAQ:TRIN) & Site Centers (NYSE:SITC)

Site Centers (NYSE:SITC – Get Free Report) and Trinity Capital (NASDAQ:TRIN – Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength... More of this article »
Image for Head to Head Survey: Arxis (NASDAQ:ARXS) and Hexcel (NYSE:HXL)

Head to Head Survey: Arxis (NASDAQ:ARXS) and Hexcel (NYSE:HXL)

Arxis (NASDAQ:ARXS – Get Free Report) and Hexcel (NYSE:HXL – Get Free Report) are both industrials companies, but which is the better investment? We will compare the two companies based on the strength of their valuation,... More of this article »
Image for Financial Contrast: TXNM Energy (NYSE:TXNM) and Pinnacle West Capital (NYSE:PNW)

Financial Contrast: TXNM Energy (NYSE:TXNM) and Pinnacle West Capital (NYSE:PNW)

Pinnacle West Capital (NYSE:PNW – Get Free Report) and TXNM Energy (NYSE:TXNM – Get Free Report) are both utilities companies, but which is the superior investment? We will compare the two companies based on the strength... More of this article »
Image for Critical Survey: DEFSEC Technologies (DFSC) versus The Competition

Critical Survey: DEFSEC Technologies (DFSC) versus The Competition

DEFSEC Technologies (NASDAQ:DFSC – Get Free Report) is one of 230 publicly-traded companies in the “Aerospace & Defense” industry, but how does it compare to its rivals? We will compare DEFSEC Technologies to... More of this article »
Image for Waverly Advisors LLC Has $27.05 Million Stock Position in PepsiCo, Inc. $PEP

Waverly Advisors LLC Has $27.05 Million Stock Position in PepsiCo, Inc. $PEP

Waverly Advisors LLC lifted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.7% in the second quarter, Holdings Channel.com reports. The institutional investor owned 199,811 shares of the company’s stock... More of this article »
Image for Rep. Gilbert Ray Cisneros, Jr. Unloads Shares of AeroVironment, Inc. (NASDAQ:AVAV)

Rep. Gilbert Ray Cisneros, Jr. Unloads Shares of AeroVironment, Inc. (NASDAQ:AVAV)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of AeroVironment, Inc. (NASDAQ:AVAV). In a filing disclosed on September 04th, the Representative disclosed that they had sold between $1,001 and... More of this article »
Image for Rep. Gilbert Ray Cisneros, Jr. Purchases National Health Investors, Inc. (NYSE:NHI) Shares

Rep. Gilbert Ray Cisneros, Jr. Purchases National Health Investors, Inc. (NYSE:NHI) Shares

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of National Health Investors, Inc. (NYSE:NHI). In a filing disclosed on September 04th, the Representative disclosed that they had bought between... More of this article »
Image for Carmignac Gestion Buys 3,589,092 Shares of Itau Unibanco Holding S.A. $ITUB

Carmignac Gestion Buys 3,589,092 Shares of Itau Unibanco Holding S.A. $ITUB

Carmignac Gestion raised its stake in shares of Itau Unibanco Holding S.A. (NYSE:ITUB – Free Report) by 41.6% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Veritas Asset Management LLP Has $8.11 Million Holdings in Salesforce Inc. $CRM

Veritas Asset Management LLP Has $8.11 Million Holdings in Salesforce Inc. $CRM

Veritas Asset Management LLP lessened its position in Salesforce Inc. (NYSE:CRM – Free Report) by 97.7% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Waverly Advisors LLC Sells 14,889 Shares of Vanguard FTSE Emerging Markets ETF $VWO

Waverly Advisors LLC Sells 14,889 Shares of Vanguard FTSE Emerging Markets ETF $VWO

Waverly Advisors LLC decreased its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.7% during the second quarter, Holdings Channel reports. The institutional investor owned 851,262... More of this article »
Image for West Family Investments Inc. Takes Position in Airbnb, Inc. $ABNB

West Family Investments Inc. Takes Position in Airbnb, Inc. $ABNB

West Family Investments Inc. acquired a new stake in Airbnb, Inc. (NASDAQ:ABNB – Free Report) in the second quarter, Holdings Channel reports. The fund acquired 6,148 shares of the company’s stock, valued at approximately... More of this article »
Image for Waverly Advisors LLC Increases Stake in Bank of America Corporation $BAC

Waverly Advisors LLC Increases Stake in Bank of America Corporation $BAC

Waverly Advisors LLC increased its holdings in Bank of America Corporation (NYSE:BAC) by 3.3% during the second quarter, Holdings Channel.com reports. The firm owned 602,391 shares of the financial services provider’s stock... More of this article »
Image for Waverly Advisors LLC Boosts Stock Holdings in Quanta Services, Inc. $PWR

Waverly Advisors LLC Boosts Stock Holdings in Quanta Services, Inc. $PWR

Waverly Advisors LLC increased its holdings in Quanta Services, Inc. (NYSE:PWR – Free Report) by 3,275.5% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 62,953 shares... More of this article »
Image for Connective Capital Management LLC Sells 7,074 Shares of Qualcomm Incorporated $QCOM

Connective Capital Management LLC Sells 7,074 Shares of Qualcomm Incorporated $QCOM

Connective Capital Management LLC reduced its stake in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 20.2% in the second quarter, HoldingsChannel reports. The institutional investor owned 27,957 shares of the wireless... More of this article »
Image for Murphy Pohlad Asset Management LLC Buys 6,094 Shares of Vanguard Growth ETF $VUG

Murphy Pohlad Asset Management LLC Buys 6,094 Shares of Vanguard Growth ETF $VUG

Murphy Pohlad Asset Management LLC raised its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 478.0% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Carmignac Gestion Buys 352,128 Shares of Mastercard Incorporated $MA

Carmignac Gestion Buys 352,128 Shares of Mastercard Incorporated $MA

Carmignac Gestion raised its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 92.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Empirical Finance LLC Sells 15,903 Shares of Sprouts Farmers Market, Inc. $SFM

Empirical Finance LLC Sells 15,903 Shares of Sprouts Farmers Market, Inc. $SFM

Empirical Finance LLC lessened its position in Sprouts Farmers Market, Inc. (NASDAQ:SFM – Free Report) by 15.1% in the second quarter, HoldingsChannel reports. The firm owned 89,384 shares of the company’s stock after... More of this article »
Image for Carmignac Gestion Buys Shares of 9,014 Bristol Myers Squibb Company $BMY

Carmignac Gestion Buys Shares of 9,014 Bristol Myers Squibb Company $BMY

Carmignac Gestion purchased a new position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) in the 2nd quarter, Holdings Channel reports. The fund purchased 9,014 shares of the biopharmaceutical company’s... More of this article »