Home » Author Archive


Winebrenner Capital Management LLC Invests $1.99 Million in First Trust Capital Strength ETF (NASDAQ:FTCS)
Winebrenner Capital Management LLC purchased a new position in shares of First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Prentice Wealth Management LLC Decreases Stock Position in SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN)
Prentice Wealth Management LLC lowered its position in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 93.9% during the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
Deseret Mutual Benefit Administrators Sells 139 Shares of Capital One Financial Co. (NYSE:COF)
Deseret Mutual Benefit Administrators decreased its position in shares of Capital One Financial Co. (NYSE:COF) by 10.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Atlas Legacy Advisors LLC Invests $428,000 in Exxon Mobil Co. (NYSE:XOM)
Atlas Legacy Advisors LLC acquired a new stake in Exxon Mobil Co. (NYSE:XOM – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 3,976 shares of the oil and gas company’s... More of this article »
Deseret Mutual Benefit Administrators Boosts Holdings in eBay Inc. (NASDAQ:EBAY)
Deseret Mutual Benefit Administrators raised its stake in eBay Inc. (NASDAQ:EBAY – Free Report) by 23.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Greystone Financial Group LLC Grows Position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)
Greystone Financial Group LLC raised its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 29.2% in the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Matauro LLC Invests $1.60 Million in Grayscale Bitcoin Trust (NYSEARCA:GBTC)
Matauro LLC purchased a new position in Grayscale Bitcoin Trust (NYSEARCA:GBTC – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
44 Wealth Management LLC Has $1.05 Million Position in Electronic Arts Inc. (NASDAQ:EA)
44 Wealth Management LLC reduced its stake in Electronic Arts Inc. (NASDAQ:EA – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
American Electric Power Company, Inc. (NASDAQ:AEP) Stock Holdings Cut by Capital City Trust Co. FL
Capital City Trust Co. FL reduced its position in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 0.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Western Asset Diversified Income Fund (NYSE:WDI) Announces $0.15 Monthly Dividend
Western Asset Diversified Income Fund (NYSE:WDI – Get Free Report) announced a monthly dividend on Friday, February 21st, Wall Street Journal reports. Stockholders of record on Thursday, May 22nd will be given a dividend of 0.1485... More of this article »
Vanguard Small-Cap ETF (NYSEARCA:VB) is Camelot Portfolios LLC’s 10th Largest Position
Camelot Portfolios LLC cut its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Camelot Portfolios LLC Sells 788 Shares of ING Groep (NYSE:ING)
Camelot Portfolios LLC cut its holdings in shares of ING Groep (NYSE:ING – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Dymension (DYM) Self Reported Market Capitalization Achieves $114.64 Million
Dymension (DYM) traded 5.8% lower against the U.S. dollar during the 1-day period ending at 8:00 AM ET on February 22nd. In the last week, Dymension has traded 8.2% lower against the U.S. dollar. Dymension has a market capitalization... More of this article »
Camelot Portfolios LLC Sells 1,053 Shares of FT Vest U.S. Equity Buffer ETF – June (BATS:FJUN)
Camelot Portfolios LLC lowered its holdings in FT Vest U.S. Equity Buffer ETF – June (BATS:FJUN – Free Report) by 5.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Danaher Co. (DHR) to Distribute Quarterly Dividend of $0.32 on April 25th
Danaher Co. (NYSE:DHR – Get Free Report) announced a quarterly dividend on Thursday, February 20th, RTT News reports. Investors of record on Friday, March 28th will be paid a dividend of 0.32 per share by the conglomerate on... More of this article »
Mid-America Apartment Communities, Inc. (NYSE:MAA) Shares Sold by Transcend Capital Advisors LLC
Transcend Capital Advisors LLC lowered its holdings in shares of Mid-America Apartment Communities, Inc. (NYSE:MAA – Free Report) by 5.7% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
OpenBlox Hits 24 Hour Volume of $67,415.99 (OBX)
OpenBlox (OBX) traded 15.9% lower against the dollar during the 24 hour period ending at 8:00 AM E.T. on February 22nd. During the last seven days, OpenBlox has traded down 19.6% against the dollar. OpenBlox has a market capitalization... More of this article »
Bryn Mawr Capital Management LLC Has $641,000 Stake in Fastenal (NASDAQ:FAST)
Bryn Mawr Capital Management LLC reduced its holdings in shares of Fastenal (NASDAQ:FAST – Free Report) by 84.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Variant Private Wealth LLC Purchases New Position in ProShares UltraPro Russell2000 (NYSEARCA:URTY)
Variant Private Wealth LLC purchased a new stake in shares of ProShares UltraPro Russell2000 (NYSEARCA:URTY – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Turning Point Benefit Group Inc. Buys New Position in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)
Turning Point Benefit Group Inc. bought a new stake in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
City Office REIT (NYSE:CIO) Issues Earnings Results
City Office REIT (NYSE:CIO – Get Free Report) announced its earnings results on Thursday. The real estate investment trust reported $0.28 EPS for the quarter, beating analysts’ consensus estimates of ($0.12) by $0.40, Zacks... More of this article »
Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG) Shares Acquired by Callan Capital LLC
Callan Capital LLC lifted its stake in shares of Mitsubishi UFJ Financial Group, Inc. (NYSE:MUFG – Free Report) by 18.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Cowa LLC Acquires Shares of 6,000 Antero Resources Co. (NYSE:AR)
Cowa LLC bought a new position in Antero Resources Co. (NYSE:AR – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 6,000 shares... More of this article »
Markel Group Inc. (NYSE:MKL) Position Lessened by Leuthold Group LLC
Leuthold Group LLC lowered its position in Markel Group Inc. (NYSE:MKL – Free Report) by 4.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Boyd Watterson Asset Management LLC OH Boosts Holdings in Honeywell International Inc. (NASDAQ:HON)
Boyd Watterson Asset Management LLC OH raised its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 8.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Lipe & Dalton Sells 200 Shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC)
Lipe & Dalton cut its holdings in GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 1.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
First Trust Municipal High Income ETF (FMHI) To Go Ex-Dividend on February 21st
First Trust Municipal High Income ETF (NASDAQ:FMHI – Get Free Report) announced a monthly dividend on Thursday, February 20th, NASDAQ Dividends reports. Investors of record on Friday, February 21st will be paid a dividend of... More of this article »
Alchemy Pay (ACH) Hits Self Reported Market Capitalization of $292.45 Million
Alchemy Pay (ACH) traded down 7.9% against the U.S. dollar during the twenty-four hour period ending at 8:00 AM Eastern on February 22nd. Alchemy Pay has a total market capitalization of $292.45 million and $90.74 million worth of... More of this article »
VisionPoint Advisory Group LLC Takes Position in Zoom Video Communications, Inc. (NASDAQ:ZM)
VisionPoint Advisory Group LLC purchased a new stake in shares of Zoom Video Communications, Inc. (NASDAQ:ZM – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Acquired by VisionPoint Advisory Group LLC
VisionPoint Advisory Group LLC boosted its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 327.3% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
348 Shares in Verisk Analytics, Inc. (NASDAQ:VRSK) Purchased by VisionPoint Advisory Group LLC
VisionPoint Advisory Group LLC acquired a new position in shares of Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Stryker Co. (NYSE:SYK) Shares Sold by VisionPoint Advisory Group LLC
VisionPoint Advisory Group LLC reduced its position in Stryker Co. (NYSE:SYK – Free Report) by 6.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK) Stock Holdings Increased by VisionPoint Advisory Group LLC
VisionPoint Advisory Group LLC grew its position in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 5.1% during the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Transcend Capital Advisors LLC Acquires 988 Shares of iShares Core MSCI Europe ETF (NYSEARCA:IEUR)
Transcend Capital Advisors LLC raised its holdings in iShares Core MSCI Europe ETF (NYSEARCA:IEUR – Free Report) by 5.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Thompson Davis & CO. Inc. Raises Stock Position in Comfort Systems USA, Inc. (NYSE:FIX)
Thompson Davis & CO. Inc. boosted its holdings in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) by 10.6% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 990... More of this article »
BE Semiconductor Industries (OTCMKTS:BESIY) Announces Earnings Results
BE Semiconductor Industries (OTCMKTS:BESIY – Get Free Report) released its earnings results on Thursday. The technology company reported $0.79 earnings per share for the quarter, Zacks reports. The company had revenue of $163.66... More of this article »
Luckin Coffee (OTCMKTS:LKNCY) Releases Earnings Results, Beats Estimates By $0.18 EPS
Luckin Coffee (OTCMKTS:LKNCY – Get Free Report) released its quarterly earnings results on Thursday. The company reported $0.40 EPS for the quarter, beating the consensus estimate of $0.22 by $0.18, Zacks reports. Luckin Coffee... More of this article »
iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) Shares Sold by Cowa LLC
Cowa LLC lowered its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 9.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Cowa LLC Acquires 4,961 Shares of The Campbell Soup Company (NASDAQ:CPB)
Cowa LLC increased its holdings in shares of The Campbell Soup Company (NASDAQ:CPB – Free Report) by 87.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 10,635... More of this article »
Cowa LLC Increases Stock Holdings in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI)
Cowa LLC boosted its position in Vanguard International High Dividend Yield ETF (NASDAQ:VYMI – Free Report) by 44.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,616 shares... More of this article »
Petrel Resources (LON:PET) Shares Up 17.5% – What’s Next?
Shares of Petrel Resources Plc (LON:PET – Get Free Report) rose 17.5% on Thursday . The stock traded as high as GBX 1.58 ($0.02) and last traded at GBX 1.41 ($0.02). Approximately 838,985 shares were traded during mid-day trading,... More of this article »
Compass Capital Corp MA ADV Takes $415,000 Position in American Express (NYSE:AXP)
Compass Capital Corp MA ADV acquired a new position in shares of American Express (NYSE:AXP – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 1,304 shares of the... More of this article »
ConocoPhillips (NYSE:COP) Shares Acquired by Cassaday & Co Wealth Management LLC
Cassaday & Co Wealth Management LLC lifted its stake in ConocoPhillips (NYSE:COP – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Compass Capital Corp MA ADV Takes $320,000 Position in W. R. Berkley Co. (NYSE:WRB)
Compass Capital Corp MA ADV acquired a new position in shares of W. R. Berkley Co. (NYSE:WRB – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Concurrent Investment Advisors LLC Buys 200 Shares of Best Buy Co., Inc. (NYSE:BBY)
Concurrent Investment Advisors LLC lifted its stake in shares of Best Buy Co., Inc. (NYSE:BBY – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Centricity Wealth Management LLC Takes Position in iShares Russell 2000 Value ETF (NYSEARCA:IWN)
Centricity Wealth Management LLC acquired a new stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Centricity Wealth Management LLC Buys New Shares in Packaging Co. of America (NYSE:PKG)
Centricity Wealth Management LLC bought a new position in shares of Packaging Co. of America (NYSE:PKG – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Bryn Mawr Capital Management LLC Purchases 823 Shares of Morgan Stanley (NYSE:MS)
Bryn Mawr Capital Management LLC grew its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 42.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »