Home » Author Archive
Summit Wealth Group LLC Co. Takes $1.10 Million Position in iShares National Muni Bond ETF $MUB
Summit Wealth Group LLC Co. bought a new stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) in the 4th quarter, Holdings Channel reports. The fund bought 10,239 shares of the exchange traded fund’s... More of this article »
Powell Industries (NASDAQ:POWL) Downgraded to “Hold” Rating by Zacks Research
Zacks Research downgraded shares of Powell Industries (NASDAQ:POWL – Free Report) from a strong-buy rating to a hold rating in a report published on Monday morning,Zacks.com reports. POWL has been the subject of a number of other... More of this article »
Installed Building Products (NYSE:IBP) CFO Michael Thomas Miller Purchases 2,400 Shares
Installed Building Products, Inc. (NYSE:IBP – Get Free Report) CFO Michael Thomas Miller bought 2,400 shares of the company’s stock in a transaction that occurred on Monday, May 11th. The shares were purchased at an average... More of this article »
Independent Advisor Alliance Lowers Holdings in Argan, Inc. $AGX
Independent Advisor Alliance trimmed its position in Argan, Inc. (NYSE:AGX – Free Report) by 13.8% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 21,408 shares of the construction company’s... More of this article »
Independent Advisor Alliance Acquires 4,928 Shares of Quanta Services, Inc. $PWR
Independent Advisor Alliance lifted its holdings in Quanta Services, Inc. (NYSE:PWR – Free Report) by 36.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 18,303 shares of the construction company’s... More of this article »
Airbnb, Inc. $ABNB Shares Sold by Madison Asset Management LLC
Madison Asset Management LLC decreased its stake in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 9.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 362,323 shares... More of this article »
Securian Asset Management Inc. Trims Stock Position in Delta Air Lines, Inc. $DAL
Securian Asset Management Inc. cut its holdings in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 43.7% during the fourth quarter, HoldingsChannel reports. The fund owned 17,637 shares of the transportation company’s... More of this article »
Edwards Lifesciences Corporation $EW Shares Sold by Securian Asset Management Inc.
Securian Asset Management Inc. reduced its stake in shares of Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 44.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Short Interest in Nedbank Group Limited (OTCMKTS:NDBKY) Decreases By 69.8%
Nedbank Group Limited (OTCMKTS:NDBKY – Get Free Report) was the recipient of a significant drop in short interest during the month of April. As of April 30th, there was short interest totaling 9,502 shares, a drop of 69.8% from... More of this article »
Fifth Third Bancorp (NASDAQ:FITB) Downgraded to “Hold” Rating by Zacks Research
Zacks Research cut shares of Fifth Third Bancorp (NASDAQ:FITB – Free Report) from a strong-buy rating to a hold rating in a research note published on Monday,Zacks.com reports. Several other brokerages also recently issued reports... More of this article »
Portillo’s (NASDAQ:PTLO) Director Eugene Lee, Jr. Acquires 70,165 Shares of Stock
Portillo’s Inc. (NASDAQ:PTLO – Get Free Report) Director Eugene Lee, Jr. purchased 70,165 shares of Portillo’s stock in a transaction dated Monday, May 11th. The shares were bought at an average price of $4.28 per... More of this article »
Indivisible Partners Takes Position in Broadcom Inc. $AVGO
Indivisible Partners purchased a new stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, Holdings Channel reports. The firm purchased 16,947 shares of the semiconductor manufacturer’s stock,... More of this article »
Ron Vincent Sells 1,450 Shares of Crexendo (NASDAQ:CXDO) Stock
Crexendo Inc. (NASDAQ:CXDO – Get Free Report) CFO Ron Vincent sold 1,450 shares of the business’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $9.75, for a total transaction... More of this article »
Circle Internet Group, Inc. $CRCL Shares Acquired by Peregrine Investment Management Inc.
Peregrine Investment Management Inc. grew its stake in shares of Circle Internet Group, Inc. (NYSE:CRCL – Free Report) by 26.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 126,710 shares... More of this article »
Janus Henderson AAA CLO ETF $JAAA Shares Acquired by Opinicus Capital Inc.
Opinicus Capital Inc. increased its stake in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 57.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Coastal Financial Corporation (NASDAQ:CCB) Receives Average Rating of “Moderate Buy” from Analysts
Shares of Coastal Financial Corporation (NASDAQ:CCB – Get Free Report) have received a consensus rating of “Moderate Buy” from the six research firms that are covering the firm, Marketbeat Ratings reports. One research... More of this article »
Comparing Freedom Acquisition I (NASDAQ:FACT) & Dialog Semiconductor (OTCMKTS:DLGNF)
Freedom Acquisition I (NASDAQ:FACT – Get Free Report) and Dialog Semiconductor (OTCMKTS:DLGNF – Get Free Report) are both energy companies, but which is the superior investment? We will compare the two businesses based... More of this article »
Carlsmed, Inc. (NASDAQ:CARL) Receives Consensus Recommendation of “Hold” from Brokerages
Carlsmed, Inc. (NASDAQ:CARL – Get Free Report) has received a consensus recommendation of “Hold” from the five ratings firms that are currently covering the firm, MarketBeat Ratings reports. One research analyst... More of this article »
LVMH-Moet Hennessy Louis Vuitton SA (OTCMKTS:LVMUY) Given Consensus Recommendation of “Buy” by Analysts
LVMH-Moet Hennessy Louis Vuitton SA (OTCMKTS:LVMUY – Get Free Report) has been given an average rating of “Buy” by the nine research firms that are currently covering the stock, MarketBeat Ratings reports. Two equities... More of this article »
Rock Point Advisors LLC Raises Stock Holdings in Americold Realty Trust Inc. $COLD
Rock Point Advisors LLC raised its stake in shares of Americold Realty Trust Inc. (NYSE:COLD – Free Report) by 8.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 488,740 shares of the company’s stock... More of this article »
17,098 Shares in JPMorgan Ultra-Short Municipal ETF $JMST Bought by Investment Advisory Services Group LLC
Investment Advisory Services Group LLC acquired a new position in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the... More of this article »
Bowhead Specialty Says AI Can Speed Underwriting Without Sacrificing Profit
Bowhead Specialty (NYSE:BOW) executives outlined how the specialty insurer is using technology, automation and artificial intelligence to improve underwriting workflows while maintaining a focus on underwriting profitability during... More of this article »
Trek Financial LLC Purchases New Stake in Warrior Met Coal $HCC
Trek Financial LLC purchased a new stake in Warrior Met Coal (NYSE:HCC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased... More of this article »
Trek Financial LLC Acquires New Stake in Dycom Industries, Inc. $DY
Trek Financial LLC acquired a new stake in shares of Dycom Industries, Inc. (NYSE:DY – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 9,784 shares of... More of this article »
Las Vegas Sands Corp. $LVS Shares Purchased by Swiss Life Asset Management Ltd
Swiss Life Asset Management Ltd boosted its holdings in Las Vegas Sands Corp. (NYSE:LVS – Free Report) by 116.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Securian Asset Management Inc. Decreases Stake in Martin Marietta Materials, Inc. $MLM
Securian Asset Management Inc. lessened its holdings in shares of Martin Marietta Materials, Inc. (NYSE:MLM – Free Report) by 42.2% during the fourth quarter, HoldingsChannel reports. The fund owned 1,693 shares of the construction... More of this article »
Swiss Life Asset Management Ltd Trims Stock Position in Colgate-Palmolive Company $CL
Swiss Life Asset Management Ltd lessened its holdings in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 26.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Dimensional International Core Equity Market ETF $DFAI Shares Purchased by Cascade Wealth Advisors Inc
Cascade Wealth Advisors Inc lifted its holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 20.2% in the fourth quarter, Holdings Channel reports. The firm owned 84,983 shares of the... More of this article »
Trek Financial LLC Invests $2.45 Million in Carpenter Technology Corporation $CRS
Trek Financial LLC acquired a new position in shares of Carpenter Technology Corporation (NYSE:CRS – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
CSL (OTCMKTS:CSLLY) Rating Lowered to “Strong Sell” at Zacks Research
CSL (OTCMKTS:CSLLY – Get Free Report) was downgraded by Zacks Research from a “hold” rating to a “strong sell” rating in a note issued to investors on Monday,Zacks.com reports. Several other research firms... More of this article »
Yara International ASA (OTCMKTS:YARIY) Stock Rating Lowered by Citigroup
Yara International ASA (OTCMKTS:YARIY – Get Free Report) was downgraded by analysts at Citigroup from a “strong-buy” rating to a “hold” rating in a research note issued on Monday,Zacks.com reports. Several... More of this article »
Silvercrest Asset Management Group (NASDAQ:SAMG) Lowered to Hold Rating by Zacks Research
Silvercrest Asset Management Group (NASDAQ:SAMG – Get Free Report) was downgraded by research analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a note issued to investors on Monday,Zacks.com... More of this article »
Sequoia Financial Advisors LLC Boosts Stake in Simplify MBS ETF $MTBA
Sequoia Financial Advisors LLC raised its position in shares of Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 101.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 22,391 shares of the company’s... More of this article »
Franklin High Yield Corporate ETF $FLHY Shares Purchased by MGO One Seven LLC
MGO One Seven LLC boosted its stake in Franklin High Yield Corporate ETF (BATS:FLHY – Free Report) by 273.7% in the 4th quarter, Holdings Channel reports. The firm owned 36,528 shares of the company’s stock after purchasing... More of this article »
NewEdge Wealth LLC Has $2.88 Million Stock Holdings in iShares MSCI Emerging Markets ETF $EEM
NewEdge Wealth LLC grew its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 137.4% during the 4th quarter, Holdings Channel reports. The firm owned 52,719 shares of the exchange traded fund’s... More of this article »
Avantis Emerging Markets Equity ETF $AVEM Shares Acquired by MGO One Seven LLC
MGO One Seven LLC lifted its position in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 231.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
MGO One Seven LLC Makes New Investment in Schwab International Small-Cap Equity ETF $SCHC
MGO One Seven LLC bought a new position in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
NewEdge Wealth LLC Buys Shares of 204,298 Graphic Packaging Holding Company $GPK
NewEdge Wealth LLC bought a new stake in Graphic Packaging Holding Company (NYSE:GPK – Free Report) during the 4th quarter, Holdings Channel reports. The fund bought 204,298 shares of the industrial products company’s... More of this article »
International Assets Investment Management LLC Cuts Stake in Icahn Enterprises L.P. $IEP
International Assets Investment Management LLC reduced its stake in shares of Icahn Enterprises L.P. (NASDAQ:IEP – Free Report) by 78.1% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 35,887... More of this article »
Empire Life Investments Inc. Trims Holdings in iShares MSCI Intl Momentum Factor ETF $IMTM
Empire Life Investments Inc. reduced its stake in shares of iShares MSCI Intl Momentum Factor ETF (NYSEARCA:IMTM – Free Report) by 39.9% in the fourth quarter, Holdings Channel reports. The firm owned 70,900 shares of the company’s... More of this article »
RWQ Financial Management Services Inc. Has $17.85 Million Position in JPMorgan Chase & Co. $JPM
RWQ Financial Management Services Inc. boosted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 43.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 55,385 shares... More of this article »
HighPoint Advisor Group LLC Acquires New Holdings in Qnity Electronics, Inc. $Q
HighPoint Advisor Group LLC bought a new position in Qnity Electronics, Inc. (NYSE:Q – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 29,387... More of this article »
Xtrackers USD High Yield BB-B ex Financials ETF $BHYB Position Lifted by American Family Investments Inc.
American Family Investments Inc. boosted its stake in Xtrackers USD High Yield BB-B ex Financials ETF (BATS:BHYB – Free Report) by 37.4% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Japan Tobacco (OTCMKTS:JAPAF) Stock Crosses Below 50-Day Moving Average – Should You Sell?
Japan Tobacco Inc. (OTCMKTS:JAPAF – Get Free Report)’s stock price passed below its 50-day moving average during trading on Tuesday . The stock has a 50-day moving average of $37.00 and traded as low as $36.02. Japan Tobacco... More of this article »
Jane Kenny Sells 8,000 Shares of NewJersey Resources (NYSE:NJR) Stock
NewJersey Resources Corporation (NYSE:NJR – Get Free Report) Director Jane Kenny sold 8,000 shares of the stock in a transaction on Friday, May 8th. The stock was sold at an average price of $56.10, for a total value of $448,800.00.... More of this article »
Short Interest in Amplify Bloomberg U.S. Treasury 12% Premium Income ETF (BATS:TLTP) Increases By 1,160.6%
Amplify Bloomberg U.S. Treasury 12% Premium Income ETF (BATS:TLTP – Get Free Report) saw a large increase in short interest during the month of April. As of April 30th, there was short interest totaling 48,104 shares, an increase... More of this article »
DLocal Limited (NASDAQ:DLO) Receives Average Recommendation of “Moderate Buy” from Analysts
Shares of DLocal Limited (NASDAQ:DLO – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the nine ratings firms that are currently covering the company, MarketBeat reports. Two analysts... More of this article »
Douglas Brooks Sells 3,500 Shares of Chord Energy (NASDAQ:CHRD) Stock
Chord Energy Corporation (NASDAQ:CHRD – Get Free Report) Director Douglas Brooks sold 3,500 shares of the company’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $136.71, for a total... More of this article »