Home » Author Archive
ASML Holding N.V. $ASML Shares Sold by Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC lessened its holdings in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) by 16.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Oncocyte (NASDAQ:IMDX) Major Shareholder Broadwood Partners, L.P. Acquires 280,381 Shares
Oncocyte Corp (NASDAQ:IMDX – Get Free Report) major shareholder Broadwood Partners, L.P. acquired 280,381 shares of Oncocyte stock in a transaction dated Thursday, April 23rd. The shares were bought at an average price of $3.50... More of this article »
Exencial Wealth Advisors LLC Reduces Stock Position in Canadian Natural Resources Limited $CNQ
Exencial Wealth Advisors LLC reduced its holdings in Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) by 2.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Rambus (NASDAQ:RMBS) Director Meera Rao Sells 2,972 Shares of Stock
Rambus, Inc. (NASDAQ:RMBS – Get Free Report) Director Meera Rao sold 2,972 shares of the business’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $150.30, for a total transaction... More of this article »
Exencial Wealth Advisors LLC Buys 42,470 Shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC
Exencial Wealth Advisors LLC raised its stake in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) by 4.3% in the fourth quarter, according to the company in its most recent disclosure... More of this article »
NXP Semiconductors (NASDAQ:NXPI) EVP Christopher Jensen Sells 4,576 Shares
NXP Semiconductors N.V. (NASDAQ:NXPI – Get Free Report) EVP Christopher Jensen sold 4,576 shares of the business’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $234.03,... More of this article »
Exencial Wealth Advisors LLC Acquires 22,433 Shares of Intuitive Surgical, Inc. $ISRG
Exencial Wealth Advisors LLC grew its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 2,766.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
BP Q1 Earnings Call Highlights
BP (NYSE:BP) reported what executives described as a strong first quarter of 2026, highlighting resilient upstream production, improved refining performance, and higher underlying earnings versus the prior quarter amid heightened... More of this article »
WaFd (NASDAQ:WAFD) EVP Kim Robison Sells 22,000 Shares of Stock
WaFd, Inc. (NASDAQ:WAFD – Get Free Report) EVP Kim Robison sold 22,000 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $35.28, for a total value of $776,160.00.... More of this article »
Symbotic (NASDAQ:SYM) Insider William Boyd III Sells 9,194 Shares of Stock
Symbotic Inc. (NASDAQ:SYM – Get Free Report) insider William Boyd III sold 9,194 shares of the company’s stock in a transaction on Monday, April 27th. The shares were sold at an average price of $58.75, for a total value... More of this article »
Univest Corporation of Pennsylvania (NASDAQ:UVSP) Director Natalye Paquin Sells 13,000 Shares
Univest Corporation of Pennsylvania (NASDAQ:UVSP – Get Free Report) Director Natalye Paquin sold 13,000 shares of the company’s stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average... More of this article »
Visteon (NASDAQ:VC) CEO Sachin Lawande Sells 11,009 Shares
Visteon Corporation (NASDAQ:VC – Get Free Report) CEO Sachin Lawande sold 11,009 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $110.09, for... More of this article »
Wayfair (NYSE:W) CEO Niraj Shah Sells 6,137 Shares
Wayfair Inc. (NYSE:W – Get Free Report) CEO Niraj Shah sold 6,137 shares of the business’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $78.62, for a total transaction of $482,490.94.... More of this article »
Symbotic (NASDAQ:SYM) CTO James Kuffner Sells 19,729 Shares of Stock
Symbotic Inc. (NASDAQ:SYM – Get Free Report) CTO James Kuffner sold 19,729 shares of the company’s stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $59.82, for a total... More of this article »
Exencial Wealth Advisors LLC Grows Position in Synopsys, Inc. $SNPS
Exencial Wealth Advisors LLC boosted its stake in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 35.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Wayfair (NYSE:W) Director Steven Conine Sells 7,139 Shares
Wayfair Inc. (NYSE:W – Get Free Report) Director Steven Conine sold 7,139 shares of the firm’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $78.55, for a total value of $560,768.45.... More of this article »
Uber Technologies, Inc. $UBER Shares Sold by D.A. Davidson & CO.
D.A. Davidson & CO. cut its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 7.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
The Progressive Corporation $PGR Shares Bought by D.A. Davidson & CO.
D.A. Davidson & CO. raised its position in The Progressive Corporation (NYSE:PGR – Free Report) by 142.0% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 53,777 shares of the... More of this article »
D.A. Davidson & CO. Has $12.07 Million Stock Position in Thornburg International Equity ETF $TXUE
D.A. Davidson & CO. lifted its holdings in shares of Thornburg International Equity ETF (NASDAQ:TXUE – Free Report) by 346.8% in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
D.A. Davidson & CO. Buys 5,745 Shares of Ross Stores, Inc. $ROST
D.A. Davidson & CO. increased its stake in Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 9.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
D.A. Davidson & CO. Increases Position in First Trust Growth Strength ETF $FTGS
D.A. Davidson & CO. raised its position in First Trust Growth Strength ETF (NASDAQ:FTGS – Free Report) by 14.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
D.A. Davidson & CO. Buys 41,088 Shares of AB Ultra Short Income ETF $YEAR
D.A. Davidson & CO. increased its stake in AB Ultra Short Income ETF (NYSEARCA:YEAR – Free Report) by 20.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
D.A. Davidson & CO. Decreases Position in Ares Capital Corporation $ARCC
D.A. Davidson & CO. trimmed its position in shares of Ares Capital Corporation (NASDAQ:ARCC – Free Report) by 31.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
American International Group, Inc. $AIG Holdings Trimmed by D.A. Davidson & CO.
D.A. Davidson & CO. lowered its position in shares of American International Group, Inc. (NYSE:AIG – Free Report) by 13.1% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
D.A. Davidson & CO. Has $11.83 Million Holdings in Rockwell Automation, Inc. $ROK
D.A. Davidson & CO. boosted its stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 25.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
D.A. Davidson & CO. Sells 20,451 Shares of iShares MSCI USA Min Vol Factor ETF $USMV
D.A. Davidson & CO. lessened its position in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 12.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
D.A. Davidson & CO. Decreases Holdings in Sysco Corporation $SYY
D.A. Davidson & CO. cut its holdings in shares of Sysco Corporation (NYSE:SYY – Free Report) by 10.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
D.A. Davidson & CO. Acquires 1,900 Shares of GE Aerospace $GE
D.A. Davidson & CO. lifted its holdings in GE Aerospace (NYSE:GE – Free Report) by 4.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 42,823 shares of the company’s... More of this article »
D.A. Davidson & CO. Has $13.26 Million Stock Holdings in Linde PLC $LIN
D.A. Davidson & CO. boosted its position in shares of Linde PLC (NASDAQ:LIN – Free Report) by 24.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Becton, Dickinson and Company $BDX Shares Bought by D.A. Davidson & CO.
D.A. Davidson & CO. raised its holdings in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 7.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
BlackRock $BLK Shares Bought by D.A. Davidson & CO.
D.A. Davidson & CO. raised its holdings in BlackRock (NYSE:BLK – Free Report) by 14.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
D.A. Davidson & CO. Buys 98,219 Shares of Eaton Vance Total Return Bond ETF $EVTR
D.A. Davidson & CO. lifted its stake in Eaton Vance Total Return Bond ETF (NYSEARCA:EVTR – Free Report) by 60.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
First Trust Nasdaq Cybersecurity ETF $CIBR Shares Purchased by D.A. Davidson & CO.
D.A. Davidson & CO. raised its holdings in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 4.6% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
D.A. Davidson & CO. Has $14.07 Million Position in Rocket Companies, Inc. $RKT
D.A. Davidson & CO. boosted its holdings in shares of Rocket Companies, Inc. (NYSE:RKT – Free Report) by 57.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
D.A. Davidson & CO. Increases Stake in D.R. Horton, Inc. $DHI
D.A. Davidson & CO. boosted its stake in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) by 13.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
D.A. Davidson & CO. Sells 5,652 Shares of Lam Research Corporation $LRCX
D.A. Davidson & CO. cut its holdings in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 6.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
ON Semiconductor (NASDAQ:ON) CFO Trent Thad Sells 30,000 Shares
ON Semiconductor Corporation (NASDAQ:ON – Get Free Report) CFO Trent Thad sold 30,000 shares of the firm’s stock in a transaction that occurred on Thursday, April 23rd. The stock was sold at an average price of $93.00,... More of this article »
UWM (NYSE:UWMC) CEO Ishbia Mat Sells 1,000,574 Shares of Stock
UWM Holdings Corporation (NYSE:UWMC – Get Free Report) CEO Ishbia Mat sold 1,000,574 shares of UWM stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $3.75, for a total value... More of this article »
Motorsport Games (NASDAQ:MSGM) Major Shareholder Mike Zoi Sells 904,395 Shares of Stock
Motorsport Games Inc. (NASDAQ:MSGM – Get Free Report) major shareholder Mike Zoi sold 904,395 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $4.11, for... More of this article »
D.A. Davidson & CO. Raises Stock Position in ConocoPhillips $COP
D.A. Davidson & CO. grew its holdings in ConocoPhillips (NYSE:COP – Free Report) by 10.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
D.A. Davidson & CO. Has $15.16 Million Stake in Vanguard S&P Mid-Cap 400 ETF $IVOO
D.A. Davidson & CO. lifted its stake in Vanguard S&P Mid-Cap 400 ETF (NYSEARCA:IVOO – Free Report) by 5.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
D.A. Davidson & CO. Reduces Stock Holdings in Snowflake Inc. $SNOW
D.A. Davidson & CO. trimmed its holdings in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 5.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Vicor (NASDAQ:VICR) VP Claudio Tuozzolo Sells 11,035 Shares
Vicor Corporation (NASDAQ:VICR – Get Free Report) VP Claudio Tuozzolo sold 11,035 shares of the company’s stock in a transaction dated Friday, April 24th. The stock was sold at an average price of $270.50, for a total transaction... More of this article »
D.A. Davidson & CO. Boosts Stake in Alerian MLP ETF $AMLP
D.A. Davidson & CO. increased its position in Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 3.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Dyne Therapeutics (NASDAQ:DYN) Director Jason Rhodes Sells 137,948 Shares of Stock
Dyne Therapeutics, Inc. (NASDAQ:DYN – Get Free Report) Director Jason Rhodes sold 137,948 shares of the business’s stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $18.48,... More of this article »
D.A. Davidson & CO. Buys 95,784 Shares of Fidelity Total Bond ETF $FBND
D.A. Davidson & CO. increased its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 39.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Salesforce Inc. $CRM Shares Purchased by D.A. Davidson & CO.
D.A. Davidson & CO. increased its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 39.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
D.A. Davidson & CO. Cuts Position in PACCAR Inc. $PCAR
D.A. Davidson & CO. cut its stake in PACCAR Inc. (NASDAQ:PCAR – Free Report) by 4.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 150,703... More of this article »