Home » Author Archive

Image for Swiss Life Asset Management Ltd Lowers Stock Position in United Therapeutics Corporation $UTHR

Swiss Life Asset Management Ltd Lowers Stock Position in United Therapeutics Corporation $UTHR

Swiss Life Asset Management Ltd lessened its position in shares of United Therapeutics Corporation (NASDAQ:UTHR – Free Report) by 48.1% during the 3rd quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Charles Schwab Trust Co Has $145.25 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Charles Schwab Trust Co Has $145.25 Million Stock Holdings in Schwab U.S. Aggregate Bond ETF $SCHZ

Charles Schwab Trust Co grew its position in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Free Report) by 4.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Vanguard Growth ETF $VUG Holdings Lifted by Dagco Inc.

Vanguard Growth ETF $VUG Holdings Lifted by Dagco Inc.

Dagco Inc. boosted its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 3.0% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 64,763 shares of the company’s... More of this article »
Image for Swiss Life Asset Management Ltd Has $4.45 Million Stake in Expand Energy Corporation $EXE

Swiss Life Asset Management Ltd Has $4.45 Million Stake in Expand Energy Corporation $EXE

Swiss Life Asset Management Ltd raised its position in Expand Energy Corporation (NASDAQ:EXE – Free Report) by 38.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Swiss Life Asset Management Ltd Sells 32,741 Shares of Occidental Petroleum Corporation $OXY

Swiss Life Asset Management Ltd Sells 32,741 Shares of Occidental Petroleum Corporation $OXY

Swiss Life Asset Management Ltd lowered its position in Occidental Petroleum Corporation (NYSE:OXY – Free Report) by 29.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Capital CS Group LLC Decreases Holdings in United Parcel Service, Inc. $UPS

Capital CS Group LLC Decreases Holdings in United Parcel Service, Inc. $UPS

Capital CS Group LLC reduced its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 22.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Swiss Life Asset Management Ltd Purchases 7,444 Shares of Entergy Corporation $ETR

Swiss Life Asset Management Ltd Purchases 7,444 Shares of Entergy Corporation $ETR

Swiss Life Asset Management Ltd increased its position in Entergy Corporation (NYSE:ETR – Free Report) by 24.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Loews Corporation $L Shares Sold by Swiss Life Asset Management Ltd

Loews Corporation $L Shares Sold by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd decreased its stake in Loews Corporation (NYSE:L – Free Report) by 29.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Charles Schwab Trust Co Has $368,000 Holdings in iShares Russell Mid-Cap ETF $IWR

Charles Schwab Trust Co Has $368,000 Holdings in iShares Russell Mid-Cap ETF $IWR

Charles Schwab Trust Co lowered its holdings in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 89.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Swiss Life Asset Management Ltd Sells 3,873 Shares of Aercap Holdings N.V. $AER

Swiss Life Asset Management Ltd Sells 3,873 Shares of Aercap Holdings N.V. $AER

Swiss Life Asset Management Ltd cut its stake in Aercap Holdings N.V. (NYSE:AER – Free Report) by 11.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Dagco Inc. Has $2.17 Million Position in Invesco QQQ $QQQ

Dagco Inc. Has $2.17 Million Position in Invesco QQQ $QQQ

Dagco Inc. raised its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 37.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,527 shares of the exchange... More of this article »
Image for Swiss Life Asset Management Ltd Trims Stake in Futu Holdings Limited Sponsored ADR $FUTU

Swiss Life Asset Management Ltd Trims Stake in Futu Holdings Limited Sponsored ADR $FUTU

Swiss Life Asset Management Ltd reduced its holdings in Futu Holdings Limited Sponsored ADR (NASDAQ:FUTU – Free Report) by 19.7% during the third quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Swiss Life Asset Management Ltd Buys 43,487 Shares of Fifth Third Bancorp $FITB

Swiss Life Asset Management Ltd Buys 43,487 Shares of Fifth Third Bancorp $FITB

Swiss Life Asset Management Ltd grew its stake in Fifth Third Bancorp (NASDAQ:FITB – Free Report) by 112.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Weyerhaeuser Company $WY Shares Purchased by Swiss Life Asset Management Ltd

Weyerhaeuser Company $WY Shares Purchased by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd raised its stake in Weyerhaeuser Company (NYSE:WY – Free Report) by 29.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Reddit Inc. $RDDT Position Boosted by Swiss Life Asset Management Ltd

Reddit Inc. $RDDT Position Boosted by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd boosted its holdings in Reddit Inc. (NYSE:RDDT – Free Report) by 309.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Swiss Life Asset Management Ltd Buys 5,905 Shares of Zimmer Biomet Holdings, Inc. $ZBH

Swiss Life Asset Management Ltd Buys 5,905 Shares of Zimmer Biomet Holdings, Inc. $ZBH

Swiss Life Asset Management Ltd boosted its stake in Zimmer Biomet Holdings, Inc. (NYSE:ZBH – Free Report) by 17.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Teradyne, Inc. $TER Shares Sold by Swiss Life Asset Management Ltd

Teradyne, Inc. $TER Shares Sold by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd trimmed its position in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) by 21.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Vulcan Materials Company $VMC Shares Acquired by Swiss Life Asset Management Ltd

Vulcan Materials Company $VMC Shares Acquired by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd lifted its stake in Vulcan Materials Company (NYSE:VMC – Free Report) by 67.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Insulet Corporation $PODD Shares Sold by Swiss Life Asset Management Ltd

Insulet Corporation $PODD Shares Sold by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd lessened its stake in Insulet Corporation (NASDAQ:PODD – Free Report) by 40.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Swiss Life Asset Management Ltd Decreases Position in Live Nation Entertainment, Inc. $LYV

Swiss Life Asset Management Ltd Decreases Position in Live Nation Entertainment, Inc. $LYV

Swiss Life Asset Management Ltd decreased its position in shares of Live Nation Entertainment, Inc. (NYSE:LYV – Free Report) by 45.9% during the third quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Centerline Wealth Advisors LLC Buys 122,527 Shares of Fidelity Blue Chip Growth ETF $FBCG

Centerline Wealth Advisors LLC Buys 122,527 Shares of Fidelity Blue Chip Growth ETF $FBCG

Centerline Wealth Advisors LLC lifted its stake in Fidelity Blue Chip Growth ETF (BATS:FBCG – Free Report) by 29.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Avior Wealth Management LLC Decreases Position in Alphabet Inc. $GOOGL

Avior Wealth Management LLC Decreases Position in Alphabet Inc. $GOOGL

Avior Wealth Management LLC lowered its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 5.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Cyndeo Wealth Partners LLC Boosts Holdings in Netflix, Inc. $NFLX

Cyndeo Wealth Partners LLC Boosts Holdings in Netflix, Inc. $NFLX

Cyndeo Wealth Partners LLC lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,568.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Cyndeo Wealth Partners LLC Has $2.52 Million Stake in Pfizer Inc. $PFE

Cyndeo Wealth Partners LLC Has $2.52 Million Stake in Pfizer Inc. $PFE

Cyndeo Wealth Partners LLC reduced its position in Pfizer Inc. (NYSE:PFE – Free Report) by 31.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 101,164 shares of... More of this article »
Image for Baker Tilly Wealth Management LLC Sells 9,937 Shares of Vanguard Small-Cap Value ETF $VBR

Baker Tilly Wealth Management LLC Sells 9,937 Shares of Vanguard Small-Cap Value ETF $VBR

Baker Tilly Wealth Management LLC lowered its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 52.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Netflix, Inc. $NFLX Stock Holdings Boosted by Baker Tilly Wealth Management LLC

Netflix, Inc. $NFLX Stock Holdings Boosted by Baker Tilly Wealth Management LLC

Baker Tilly Wealth Management LLC lifted its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 878.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Cyndeo Wealth Partners LLC Grows Stock Position in iShares Russell 1000 ETF $IWB

Cyndeo Wealth Partners LLC Grows Stock Position in iShares Russell 1000 ETF $IWB

Cyndeo Wealth Partners LLC grew its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 459.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Centerline Wealth Advisors LLC Sells 121,701 Shares of Capital Group Growth ETF $CGGR

Centerline Wealth Advisors LLC Sells 121,701 Shares of Capital Group Growth ETF $CGGR

Centerline Wealth Advisors LLC lessened its holdings in shares of Capital Group Growth ETF (NYSEARCA:CGGR – Free Report) by 63.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Centerline Wealth Advisors LLC Sells 119,942 Shares of Vanguard FTSE Developed Markets ETF $VEA

Centerline Wealth Advisors LLC Sells 119,942 Shares of Vanguard FTSE Developed Markets ETF $VEA

Centerline Wealth Advisors LLC trimmed its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 65.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Centerline Wealth Advisors LLC Has $4.95 Million Stock Holdings in iShares Gold Trust $IAU

Centerline Wealth Advisors LLC Has $4.95 Million Stock Holdings in iShares Gold Trust $IAU

Centerline Wealth Advisors LLC grew its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 62.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Centerline Wealth Advisors LLC Sells 109,500 Shares of Fidelity MSCI Health Care Index ETF $FHLC

Centerline Wealth Advisors LLC Sells 109,500 Shares of Fidelity MSCI Health Care Index ETF $FHLC

Centerline Wealth Advisors LLC lessened its holdings in Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) by 75.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Insider Selling: Strategic Education (NASDAQ:STRA) General Counsel Sells $238,202.16 in Stock

Insider Selling: Strategic Education (NASDAQ:STRA) General Counsel Sells $238,202.16 in Stock

Strategic Education Inc. (NASDAQ:STRA – Get Free Report) General Counsel Lizette Benedi Herraiz sold 2,982 shares of the firm’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of... More of this article »
Image for Delek US (NYSE:DK) Director Sells $227,500.00 in Stock

Delek US (NYSE:DK) Director Sells $227,500.00 in Stock

Delek US Holdings, Inc. (NYSE:DK – Get Free Report) Director William Finnerty sold 5,000 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $45.50, for a total... More of this article »
Image for Insider Selling: Equity Lifestyle Properties (NYSE:ELS) Director Sells $201,660.00 in Stock

Insider Selling: Equity Lifestyle Properties (NYSE:ELS) Director Sells $201,660.00 in Stock

Equity Lifestyle Properties, Inc. (NYSE:ELS – Get Free Report) Director David Contis sold 3,000 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price... More of this article »
Image for Insider Selling: MarketWise (NASDAQ:MKTW) CFO Sells $46,109.22 in Stock

Insider Selling: MarketWise (NASDAQ:MKTW) CFO Sells $46,109.22 in Stock

MarketWise, Inc. (NASDAQ:MKTW – Get Free Report) CFO Erik Mickels sold 3,334 shares of the firm’s stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $13.83, for a total value of... More of this article »
Image for Insider Buying: AirSculpt Technologies (NASDAQ:AIRS) Major Shareholder Acquires $205,133.28 in Stock

Insider Buying: AirSculpt Technologies (NASDAQ:AIRS) Major Shareholder Acquires $205,133.28 in Stock

AirSculpt Technologies, Inc. (NASDAQ:AIRS – Get Free Report) major shareholder Jorey Chernett bought 77,702 shares of AirSculpt Technologies stock in a transaction dated Thursday, March 19th. The shares were bought at an average... More of this article »
Image for Insider Selling: Contango ORE (NYSEAMERICAN:CTGO) CFO Sells $180,544.00 in Stock

Insider Selling: Contango ORE (NYSEAMERICAN:CTGO) CFO Sells $180,544.00 in Stock

Contango ORE, Inc. (NYSEAMERICAN:CTGO – Get Free Report) CFO Michael Aaron Clark sold 10,075 shares of the stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $17.92, for a total transaction... More of this article »
Image for Insider Selling: Banco Santander Brasil (NYSE:BSBR) Insider Sells $180,201.60 in Stock

Insider Selling: Banco Santander Brasil (NYSE:BSBR) Insider Sells $180,201.60 in Stock

Banco Santander Brasil SA (NYSE:BSBR – Get Free Report) insider Rafael Abujamra Kappaz sold 31,285 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $5.76,... More of this article »
Image for Insider Buying: Walker & Dunlop (NYSE:WD) Director Buys $45,780.00 in Stock

Insider Buying: Walker & Dunlop (NYSE:WD) Director Buys $45,780.00 in Stock

Walker & Dunlop, Inc. (NYSE:WD – Get Free Report) Director Dana Schmaltz bought 1,000 shares of the stock in a transaction dated Wednesday, March 18th. The stock was bought at an average cost of $45.78 per share, with a... More of this article »
Image for Semtech (NASDAQ:SMTC) Director Sells $40,435.00 in Stock

Semtech (NASDAQ:SMTC) Director Sells $40,435.00 in Stock

Semtech Corporation (NASDAQ:SMTC – Get Free Report) Director Paul Walsh, Jr. sold 500 shares of Semtech stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $80.87, for a total... More of this article »
Image for Kaltura (NASDAQ:KLTR) CEO Acquires $49,392.00 in Stock

Kaltura (NASDAQ:KLTR) CEO Acquires $49,392.00 in Stock

Kaltura, Inc. (NASDAQ:KLTR – Get Free Report) CEO Ron Yekutiel purchased 44,100 shares of the stock in a transaction on Thursday, March 19th. The stock was acquired at an average price of $1.12 per share, with a total value of... More of this article »
Image for Lesaka Technologies (NASDAQ:LSAK) Major Shareholder Sells $175,111.42 in Stock

Lesaka Technologies (NASDAQ:LSAK) Major Shareholder Sells $175,111.42 in Stock

Lesaka Technologies, Inc. (NASDAQ:LSAK – Get Free Report) major shareholder Finance Corp International sold 34,607 shares of the business’s stock in a transaction on Thursday, March 19th. The shares were sold at an average... More of this article »
Image for Insider Selling: CNA Financial (NYSE:CNA) SVP Sells $151,103.39 in Stock

Insider Selling: CNA Financial (NYSE:CNA) SVP Sells $151,103.39 in Stock

CNA Financial Corporation (NYSE:CNA – Get Free Report) SVP Jeffrey John Neuenschwander sold 3,287 shares of the firm’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $45.97, for... More of this article »
Image for Insider Selling: indie Semiconductor (NASDAQ:INDI) President Sells $128,500.00 in Stock

Insider Selling: indie Semiconductor (NASDAQ:INDI) President Sells $128,500.00 in Stock

indie Semiconductor, Inc. (NASDAQ:INDI – Get Free Report) President Ichiro Aoki sold 50,000 shares of indie Semiconductor stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $2.57, for a... More of this article »
Image for Insider Selling: TriSalus Life Sciences (NASDAQ:TLSI) CEO Sells $61,384.40 in Stock

Insider Selling: TriSalus Life Sciences (NASDAQ:TLSI) CEO Sells $61,384.40 in Stock

TriSalus Life Sciences, Inc. (NASDAQ:TLSI – Get Free Report) CEO Mary Szela sold 15,944 shares of the stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $3.85, for a total... More of this article »
Image for Insider Selling: Townsquare Media (NYSE:TSQ) EVP Sells $147,218.40 in Stock

Insider Selling: Townsquare Media (NYSE:TSQ) EVP Sells $147,218.40 in Stock

Townsquare Media, Inc. (NYSE:TSQ – Get Free Report) EVP Scott Schatz sold 28,980 shares of the stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $5.08, for a total value of $147,218.40.... More of this article »
Image for Insider Selling: SoFi Technologies (NASDAQ:SOFI) EVP Sells $165,029.48 in Stock

Insider Selling: SoFi Technologies (NASDAQ:SOFI) EVP Sells $165,029.48 in Stock

SoFi Technologies, Inc. (NASDAQ:SOFI – Get Free Report) EVP Kelli Keough sold 9,742 shares of SoFi Technologies stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $16.94, for a total value... More of this article »
Image for Henry Schein (NASDAQ:HSIC) CEO Sells $98,630.45 in Stock

Henry Schein (NASDAQ:HSIC) CEO Sells $98,630.45 in Stock

Henry Schein, Inc. (NASDAQ:HSIC – Get Free Report) CEO Thomas Popeck sold 1,355 shares of the company’s stock in a transaction that occurred on Thursday, March 19th. The shares were sold at an average price of $72.79, for... More of this article »
Image for Uranium Energy Corp. (NYSEAMERICAN:UEC) Given Consensus Rating of “Moderate Buy” by Brokerages

Uranium Energy Corp. (NYSEAMERICAN:UEC) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of Uranium Energy Corp. (NYSEAMERICAN:UEC – Get Free Report) have earned an average recommendation of “Moderate Buy” from the nine analysts that are covering the stock, Marketbeat reports. Two research analysts... More of this article »
Image for Insider Selling: Evolus (NASDAQ:EOLS) Insider Sells $64,927.75 in Stock

Insider Selling: Evolus (NASDAQ:EOLS) Insider Sells $64,927.75 in Stock

Evolus, Inc. (NASDAQ:EOLS – Get Free Report) insider David Moatazedi sold 13,669 shares of the stock in a transaction dated Friday, March 20th. The stock was sold at an average price of $4.75, for a total value of $64,927.75.... More of this article »