Twin Lions Management reported a new position in Cal-Maine Foods (NASDAQ: CALMA) as of May 14, 2026, acquiring 221,544 shares in an estimated transaction of $18.20 million based on the quarterly average price. What happened According to a Securities and Exchange Commission (SEC) filing on May 14, 2026, Twin Lions Management initiated a new position…
On May 8, 2026, NewSquare Capital filed with the SEC to report the sale of 97,285 shares of the Invesco Dorsey Wright Momentum ETF (NASDAQ:PPD)an estimated trade of $12.07 million based on the quarterly average price. What happened According to a Securities and Exchange Commission (SEC) filing on May 8, 2026, NewSquare Capital sold 97,285…
On May 7, 2026, Wharton Business Group revealed a new position in the iShares Defense Industrials Active ETF (NASDAQ:IDEF)acquiring 804,617 shares in a transaction estimated at 27.15 million dollars according to the quarterly average price. What happened According to its SEC filing on May 7, 2026, Wharton Business Group opened a new position in the…
If you use a financial advisor, you will have to pay their fees, which could be calculated according to several different structures. It’s a relationship that requires a lot of trust, whether you hire someone to advise you or to actively manage your investments. However, what if your trusted advisor accidentally overcharged you? Should they…
According to a February 17, 2026 SEC filing, DAFNA Capital Management LLC reduced its stake in iShares Biotech ETF (NASDAQ:IBB) for 34,405 shares during the fourth quarter of 2025. The value of the fund’s quarter-end IBB position decreased by $3.31 million, a figure that took into account both share sales and price movement. Following the…
According to a recent SEC filing dated February 17, 2026, Concorde Financial Corp disclosed in a filing with the U.S. Securities and Exchange Commission (SEC) that it sold its entire stake in Howard Hughes Holdings (NYSE: HHH)liquidating 52,047 shares in a transaction estimated at $4.28 million based on the quarterly average price. Concorde Financial Corp…
On February 17, 2026, American Capital Management reported the purchase of 137,233 shares of Varonis Systems (NASDAQ: VRNS) In a US Securities and Exchange Commission (SEC) filing, trading of $5.76 million is estimated based on quarterly average price. According to a recent SEC filing dated February 17, 2026, American Capital Management increased its position in…
According to a February 17, 2026 SEC filing, Condire Management, LP, completely abandoned its position in RSS Mining (NASDAQ:SSRM)selling 3,353,891 shares in a transaction estimated at $81.90 million based on the quarterly average price. The fund now reports that it has no shares. Condire completely liquidated its stake in SSR Mining; position now represents n/a…
According to its SEC filing on January 21, 2026, SJS Investment Consulting purchased 84,687 shares of Vanguard Institutional Index Fund – 0-3 Month T-Bill ETF (NASDAQ:VBIL). The estimated value of the transaction is $6.39 million, based on the average closing price during the fourth quarter of 2025. The fund’s VBIL position ended the quarter with…
Sold 24,270 IBB shares; Estimated trade value of $3.50 million based on quarterly average price. The net value of the position decreased by $3.50 million. It represents a 3.27% change in 13F reportable assets under management. Rye Brook Capital now owns no shares and has no remaining value in IBB. The sale comes amid reduced…
