Home » Author Archive

Image for Prospect Financial Services LLC Lowers Stock Position in Schwab US Dividend Equity ETF $SCHD

Prospect Financial Services LLC Lowers Stock Position in Schwab US Dividend Equity ETF $SCHD

Prospect Financial Services LLC reduced its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 43.0% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Keudell Morrison Wealth Management Buys New Holdings in ONEOK, Inc. $OKE

Keudell Morrison Wealth Management Buys New Holdings in ONEOK, Inc. $OKE

Keudell Morrison Wealth Management bought a new stake in ONEOK, Inc. (NYSE:OKE – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for 1,140 Shares in Mastercard Incorporated $MA Purchased by Keudell Morrison Wealth Management

1,140 Shares in Mastercard Incorporated $MA Purchased by Keudell Morrison Wealth Management

Keudell Morrison Wealth Management acquired a new position in Mastercard Incorporated (NYSE:MA – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 1,140 shares of the credit... More of this article »
Image for Nano Cap New Millennium Growth Fund L P Buys New Stake in Teladoc Health, Inc. $TDOC

Nano Cap New Millennium Growth Fund L P Buys New Stake in Teladoc Health, Inc. $TDOC

Nano Cap New Millennium Growth Fund L P bought a new stake in Teladoc Health, Inc. (NYSE:TDOC – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for 8,500 Shares in Baidu, Inc. $BIDU Bought by Nano Cap New Millennium Growth Fund L P

8,500 Shares in Baidu, Inc. $BIDU Bought by Nano Cap New Millennium Growth Fund L P

Nano Cap New Millennium Growth Fund L P acquired a new position in shares of Baidu, Inc. (NASDAQ:BIDU – Free Report) in the fourth quarter, Holdings Channel reports. The firm acquired 8,500 shares of the information services... More of this article »
Image for Leonteq Securities AG Purchases New Position in American Water Works Company, Inc. $AWK

Leonteq Securities AG Purchases New Position in American Water Works Company, Inc. $AWK

Leonteq Securities AG purchased a new stake in American Water Works Company, Inc. (NYSE:AWK – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 9,557 shares of the utilities provider’s... More of this article »
Image for StandX DUSD (DUSD) Reaches Self Reported Market Cap of $100.65 Million

StandX DUSD (DUSD) Reaches Self Reported Market Cap of $100.65 Million

StandX DUSD (DUSD) traded up 0% against the dollar during the 24 hour period ending at 7:00 AM ET on May 22nd. In the last week, StandX DUSD has traded 0.1% lower against the dollar. StandX DUSD has a market cap of $100.65 million... More of this article »
Image for Wrapped HYPE (WHYPE) Hits Self Reported Market Cap of $358.90 Million

Wrapped HYPE (WHYPE) Hits Self Reported Market Cap of $358.90 Million

Wrapped HYPE (WHYPE) traded 1.9% higher against the dollar during the 24-hour period ending at 7:00 AM E.T. on May 22nd. Wrapped HYPE has a total market capitalization of $358.90 million and approximately $180.01 million worth of... More of this article »
Image for LondonMetric Property H2 Earnings Call Highlights

LondonMetric Property H2 Earnings Call Highlights

LondonMetric Property (LON:LMP) reported higher full-year earnings, rental income and dividends, with management pointing to acquisitions, asset management activity and refinancing as key drivers of the results. Andrew, speaking for... More of this article »
Image for DraftKings (NASDAQ:DKNG) Stock Rating Upgraded by Zacks Research

DraftKings (NASDAQ:DKNG) Stock Rating Upgraded by Zacks Research

DraftKings (NASDAQ:DKNG – Get Free Report) was upgraded by analysts at Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued on Wednesday,Zacks.com reports. Several other... More of this article »
Image for Zacks Research Upgrades Paylocity (NASDAQ:PCTY) to “Strong-Buy”

Zacks Research Upgrades Paylocity (NASDAQ:PCTY) to “Strong-Buy”

Paylocity (NASDAQ:PCTY – Get Free Report) was upgraded by research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued on Wednesday,Zacks.com reports. PCTY... More of this article »
Image for Pzena Investment Management LLC Takes $66.15 Million Position in Knight-Swift Transportation Holdings Inc. $KNX

Pzena Investment Management LLC Takes $66.15 Million Position in Knight-Swift Transportation Holdings Inc. $KNX

Pzena Investment Management LLC purchased a new stake in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Pzena Investment Management LLC Purchases 41,713 Shares of Malibu Boats, Inc. $MBUU

Pzena Investment Management LLC Purchases 41,713 Shares of Malibu Boats, Inc. $MBUU

Pzena Investment Management LLC increased its position in Malibu Boats, Inc. (NASDAQ:MBUU – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Varex Imaging $VREX Shares Sold by Pzena Investment Management LLC

Varex Imaging $VREX Shares Sold by Pzena Investment Management LLC

Pzena Investment Management LLC decreased its holdings in shares of Varex Imaging (NASDAQ:VREX – Free Report) by 5.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Pzena Investment Management LLC Cuts Holdings in ScanSource, Inc. $SCSC

Pzena Investment Management LLC Cuts Holdings in ScanSource, Inc. $SCSC

Pzena Investment Management LLC cut its position in shares of ScanSource, Inc. (NASDAQ:SCSC – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Rathbones Group PLC Has $7.96 Million Stock Position in DexCom, Inc. $DXCM

Rathbones Group PLC Has $7.96 Million Stock Position in DexCom, Inc. $DXCM

Rathbones Group PLC lowered its stake in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) by 13.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Keystone Financial Group Raises Position in Vanguard Russell 1000 ETF $VONE

Keystone Financial Group Raises Position in Vanguard Russell 1000 ETF $VONE

Keystone Financial Group lifted its stake in Vanguard Russell 1000 ETF (NASDAQ:VONE – Free Report) by 26.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for 5,174 Shares in Genuine Parts Company $GPC Purchased by Kingdom Financial Group LLC.

5,174 Shares in Genuine Parts Company $GPC Purchased by Kingdom Financial Group LLC.

Kingdom Financial Group LLC. acquired a new position in Genuine Parts Company (NYSE:GPC – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 5,174... More of this article »
Image for Kingdom Financial Group LLC. Has $1.09 Million Stock Position in ExxonMobil Corporation $XOM

Kingdom Financial Group LLC. Has $1.09 Million Stock Position in ExxonMobil Corporation $XOM

Kingdom Financial Group LLC. increased its position in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 59.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Meiji Yasuda Asset Management Co Ltd. Reduces Position in Caterpillar Inc. $CAT

Meiji Yasuda Asset Management Co Ltd. Reduces Position in Caterpillar Inc. $CAT

Meiji Yasuda Asset Management Co Ltd. lessened its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 43.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Rogco LP Boosts Holdings in NVIDIA Corporation $NVDA

Rogco LP Boosts Holdings in NVIDIA Corporation $NVDA

Rogco LP lifted its stake in NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 14.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 22,027 shares of the computer hardware maker’s stock after buying an... More of this article »
Image for Pinnbrook Capital Management LP Buys New Stake in Amer Sports, Inc. $AS

Pinnbrook Capital Management LP Buys New Stake in Amer Sports, Inc. $AS

Pinnbrook Capital Management LP bought a new stake in shares of Amer Sports, Inc. (NYSE:AS – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm bought 41,476 shares of the company’s stock, valued... More of this article »
Image for Nano Cap New Millennium Growth Fund L P Takes $2.56 Million Position in Sprout Social, Inc. $SPT

Nano Cap New Millennium Growth Fund L P Takes $2.56 Million Position in Sprout Social, Inc. $SPT

Nano Cap New Millennium Growth Fund L P purchased a new stake in Sprout Social, Inc. (NASDAQ:SPT – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 227,500... More of this article »
Image for 72,500 Shares in Viant Technology Inc. $DSP Bought by Nano Cap New Millennium Growth Fund L P

72,500 Shares in Viant Technology Inc. $DSP Bought by Nano Cap New Millennium Growth Fund L P

Nano Cap New Millennium Growth Fund L P bought a new position in shares of Viant Technology Inc. (NASDAQ:DSP – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Insider Buying: American Vanguard (NYSE:AVD) Director Purchases $58,400.00 in Stock

Insider Buying: American Vanguard (NYSE:AVD) Director Purchases $58,400.00 in Stock

American Vanguard Corporation (NYSE:AVD – Get Free Report) Director Patrick Gottschalk bought 20,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 12th. The stock was bought at an average cost... More of this article »
Image for Unum Group (NYSE:UNM) Receives $93.25 Average PT from Analysts

Unum Group (NYSE:UNM) Receives $93.25 Average PT from Analysts

Unum Group (NYSE:UNM – Get Free Report) has earned a consensus rating of “Moderate Buy” from the fifteen research firms that are covering the firm, MarketBeat Ratings reports. Seven research analysts have rated the... More of this article »
Image for Prosperity Bancshares, Inc. (NYSE:PB) Given Consensus Rating of “Hold” by Brokerages

Prosperity Bancshares, Inc. (NYSE:PB) Given Consensus Rating of “Hold” by Brokerages

Shares of Prosperity Bancshares, Inc. (NYSE:PB – Get Free Report) have received a consensus recommendation of “Hold” from the thirteen research firms that are currently covering the firm, MarketBeat reports. One... More of this article »
Image for Brokerages Set MBX Biosciences, Inc. (NASDAQ:MBX) Target Price at $60.22

Brokerages Set MBX Biosciences, Inc. (NASDAQ:MBX) Target Price at $60.22

MBX Biosciences, Inc. (NASDAQ:MBX – Get Free Report) has been assigned a consensus rating of “Moderate Buy” from the thirteen analysts that are presently covering the stock, Marketbeat Ratings reports. Two research... More of this article »
Image for CocaCola Company (The) $KO Shares Sold by Meiji Yasuda Asset Management Co Ltd.

CocaCola Company (The) $KO Shares Sold by Meiji Yasuda Asset Management Co Ltd.

Meiji Yasuda Asset Management Co Ltd. lessened its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 15.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for One Charles Private Wealth Services LLC Purchases 26,352 Shares of Janus Henderson Securitized Income ETF $JSI

One Charles Private Wealth Services LLC Purchases 26,352 Shares of Janus Henderson Securitized Income ETF $JSI

One Charles Private Wealth Services LLC grew its position in shares of Janus Henderson Securitized Income ETF (NYSEARCA:JSI – Free Report) by 23.3% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Rathbones Group PLC Reduces Position in Becton, Dickinson and Company $BDX

Rathbones Group PLC Reduces Position in Becton, Dickinson and Company $BDX

Rathbones Group PLC lessened its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 21.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for 15,572 Shares in Lennar Corporation $LEN Acquired by Leonteq Securities AG

15,572 Shares in Lennar Corporation $LEN Acquired by Leonteq Securities AG

Leonteq Securities AG bought a new position in Lennar Corporation (NYSE:LEN – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 15,572 shares of the construction company’s stock, valued... More of this article »
Image for T. Rowe Price Group, Inc. $TROW Shares Sold by Heritage Investors Management Corp

T. Rowe Price Group, Inc. $TROW Shares Sold by Heritage Investors Management Corp

Heritage Investors Management Corp reduced its position in T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) by 9.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Heritage Investors Management Corp Trims Stock Holdings in Accenture PLC $ACN

Heritage Investors Management Corp Trims Stock Holdings in Accenture PLC $ACN

Heritage Investors Management Corp trimmed its position in Accenture PLC (NYSE:ACN – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Mach 1 Financial Group LLC Reduces Stock Position in Vanguard Value ETF $VTV

Mach 1 Financial Group LLC Reduces Stock Position in Vanguard Value ETF $VTV

Mach 1 Financial Group LLC cut its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 82.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Helical H2 Earnings Call Highlights

Helical H2 Earnings Call Highlights

Helical (LON:HLCL) reported a year of operational progress and improved earnings as the London-focused developer advanced several major projects, completed the sale of 100 New Bridge Street and announced a larger return of capital... More of this article »
Image for One Degree Advisors Inc Purchases 703 Shares of Costco Wholesale Corporation $COST

One Degree Advisors Inc Purchases 703 Shares of Costco Wholesale Corporation $COST

One Degree Advisors Inc raised its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 28.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for HighTower Advisors LLC Buys 6,058 Shares of Phillips 66 $PSX

HighTower Advisors LLC Buys 6,058 Shares of Phillips 66 $PSX

HighTower Advisors LLC lifted its stake in Phillips 66 (NYSE:PSX – Free Report) by 1.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for IFP Advisors Inc Boosts Stake in Schwab Fundamental U.S. Large Company ETF $FNDX

IFP Advisors Inc Boosts Stake in Schwab Fundamental U.S. Large Company ETF $FNDX

IFP Advisors Inc raised its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 27.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for ProShare Advisors LLC Has $10.11 Million Stake in L3Harris Technologies Inc $LHX

ProShare Advisors LLC Has $10.11 Million Stake in L3Harris Technologies Inc $LHX

ProShare Advisors LLC increased its stake in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 8.8% during the fourth quarter, HoldingsChannel reports. The fund owned 34,429 shares of the company’s stock... More of this article »
Image for City Developments (OTCMKTS:CDEVY) versus EACO (OTCMKTS:EACO) Financial Comparison

City Developments (OTCMKTS:CDEVY) versus EACO (OTCMKTS:EACO) Financial Comparison

City Developments (OTCMKTS:CDEVY – Get Free Report) and EACO (OTCMKTS:EACO – Get Free Report) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of... More of this article »
Image for 1,595 Shares in Talen Energy Corporation $TLN Acquired by North Dakota State Investment Board

1,595 Shares in Talen Energy Corporation $TLN Acquired by North Dakota State Investment Board

North Dakota State Investment Board purchased a new position in shares of Talen Energy Corporation (NASDAQ:TLN – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Auburn National Bancorporation (NASDAQ:AUBN) versus South Atlantic Bancshares (OTCMKTS:SABK) Financial Comparison

Auburn National Bancorporation (NASDAQ:AUBN) versus South Atlantic Bancshares (OTCMKTS:SABK) Financial Comparison

Auburn National Bancorporation (NASDAQ:AUBN – Get Free Report) and South Atlantic Bancshares (OTCMKTS:SABK – Get Free Report) are both small-cap finance companies, but which is the superior investment? We will contrast... More of this article »
Image for Global Retirement Partners LLC Raises Stock Holdings in Capital One Financial Corporation $COF

Global Retirement Partners LLC Raises Stock Holdings in Capital One Financial Corporation $COF

Global Retirement Partners LLC raised its position in shares of Capital One Financial Corporation (NYSE:COF) by 85.9% during the 4th quarter, Holdings Channel reports. The fund owned 21,216 shares of the financial services provider’s... More of this article »
Image for Diamond Hill Capital Management Inc. Has $286.69 Million Holdings in MetLife, Inc. $MET

Diamond Hill Capital Management Inc. Has $286.69 Million Holdings in MetLife, Inc. $MET

Diamond Hill Capital Management Inc. trimmed its holdings in MetLife, Inc. (NYSE:MET – Free Report) by 9.2% in the fourth quarter, Holdings Channel reports. The fund owned 3,631,783 shares of the financial services provider’s... More of this article »
Image for Northwestern Mutual Wealth Management Co. Buys 62,291 Shares of Johnson Controls International plc $JCI

Northwestern Mutual Wealth Management Co. Buys 62,291 Shares of Johnson Controls International plc $JCI

Northwestern Mutual Wealth Management Co. boosted its stake in shares of Johnson Controls International plc (NYSE:JCI – Free Report) by 143.0% in the fourth quarter, HoldingsChannel reports. The institutional investor owned... More of this article »
Image for Thrivent Financial for Lutherans Takes Position in VanEck Onchain Economy ETF $NODE

Thrivent Financial for Lutherans Takes Position in VanEck Onchain Economy ETF $NODE

Thrivent Financial for Lutherans purchased a new stake in shares of VanEck Onchain Economy ETF (BATS:NODE – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund purchased 174,426 shares of the company’s... More of this article »
Image for 1,858 Shares in Reliance, Inc. $RS Bought by North Dakota State Investment Board

1,858 Shares in Reliance, Inc. $RS Bought by North Dakota State Investment Board

North Dakota State Investment Board bought a new position in Reliance, Inc. (NYSE:RS – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for HighTower Advisors LLC Decreases Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

HighTower Advisors LLC Decreases Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF $JEPQ

HighTower Advisors LLC reduced its stake in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 7.0% in the fourth quarter, HoldingsChannel reports. The firm owned 840,622 shares of the company’s... More of this article »
Image for Resona Asset Management Co. Ltd. Sells 28,475 Shares of Hewlett Packard Enterprise Company $HPE

Resona Asset Management Co. Ltd. Sells 28,475 Shares of Hewlett Packard Enterprise Company $HPE

Resona Asset Management Co. Ltd. cut its stake in Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) by 6.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 418,663 shares of the technology company’s... More of this article »