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Trivest Advisors Ltd Sells 287,208 Shares of Salesforce Inc. (NYSE:CRM)
Trivest Advisors Ltd lowered its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 93.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Elite Wealth Management Inc. Trims Holdings in Vertiv Holdings Co. (NYSE:VRT)
Elite Wealth Management Inc. trimmed its position in Vertiv Holdings Co. (NYSE:VRT – Free Report) by 59.2% during the first quarter, Holdings Channel.com reports. The firm owned 45,099 shares of the company’s stock after... More of this article »
Asset Dedication LLC Sells 43 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)
Asset Dedication LLC reduced its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 8.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Slow Capital Inc. Has $5.57 Million Position in Veeva Systems Inc. (NYSE:VEEV)
Slow Capital Inc. raised its holdings in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 97.1% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Caterpillar Inc. (NYSE:CAT) Position Raised by Slow Capital Inc.
Slow Capital Inc. increased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 1.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Arista Networks, Inc. (NYSE:ANET) Position Increased by Cerity Partners LLC
Cerity Partners LLC raised its position in shares of Arista Networks, Inc. (NYSE:ANET – Free Report) by 176.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Biohaven (NYSE:BHVN) Hits New 1-Year Low – What’s Next?
Biohaven Ltd. (NYSE:BHVN – Get Free Report) hit a new 52-week low on Monday . The stock traded as low as $13.69 and last traded at $13.90, with a volume of 148598 shares. The stock had previously closed at $13.93. Wall Street... More of this article »
Bombardier (TSE:BBD.A) Reaches New 1-Year High – Time to Buy?
Bombardier Inc. (TSE:BBD.A – Get Free Report) hit a new 52-week high on Monday . The company traded as high as C$162.31 and last traded at C$162.24, with a volume of 4100 shares changing hands. The stock had previously closed... More of this article »
Pioneer Trust Bank N A OR Sells 905 Shares of Danaher Corporation (NYSE:DHR)
Pioneer Trust Bank N A OR decreased its stake in shares of Danaher Corporation (NYSE:DHR – Free Report) by 2.8% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 31,666... More of this article »
Exxon Mobil Corporation (NYSE:XOM) Holdings Lifted by Financial Security Advisor Inc.
Financial Security Advisor Inc. raised its holdings in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 2.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
LJI Wealth Management LLC Makes New Investment in Vertiv Holdings Co. (NYSE:VRT)
LJI Wealth Management LLC bought a new position in Vertiv Holdings Co. (NYSE:VRT – Free Report) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 5,026... More of this article »
LJI Wealth Management LLC Has $468,000 Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)
LJI Wealth Management LLC decreased its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 7.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
LJI Wealth Management LLC Has $421,000 Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
LJI Wealth Management LLC raised its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 15.7% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 9,284 shares of the... More of this article »
Schlumberger Limited (NYSE:SLB) Shares Purchased by TruNorth Capital Management LLC
TruNorth Capital Management LLC boosted its holdings in Schlumberger Limited (NYSE:SLB – Free Report) by 1,276.7% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,239... More of this article »
Paramount Group (NYSE:PGRE) Given New $6.00 Price Target at Mizuho
Paramount Group (NYSE:PGRE – Get Free Report) had its price target boosted by stock analysts at Mizuho from $5.00 to $6.00 in a research report issued on Monday,Benzinga reports. The brokerage presently has an “outperform”... More of this article »
Mizuho Boosts California Resources (NYSE:CRC) Price Target to $61.00
California Resources (NYSE:CRC – Get Free Report) had its price objective hoisted by stock analysts at Mizuho from $60.00 to $61.00 in a research note issued on Monday,Benzinga reports. The brokerage currently has an “outperform”... More of this article »
Firestone Capital Management Acquires 12,045 Shares of CocaCola Company (The) (NYSE:KO)
Firestone Capital Management raised its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 138.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Netflix, Inc. (NASDAQ:NFLX) Stock Position Lessened by Firestone Capital Management
Firestone Capital Management decreased its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 3.5% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Reviewing Cleveland-Cliffs (NYSE:CLF) & ZK International Group (NASDAQ:ZKIN)
Cleveland-Cliffs (NYSE:CLF – Get Free Report) and ZK International Group (NASDAQ:ZKIN – Get Free Report) are both basic materials companies, but which is the better investment? We will contrast the two businesses based... More of this article »
Mitchell Mcleod Pugh & Williams Inc. Grows Stock Position in Vanguard Total International Stock ETF (NASDAQ:VXUS)
Mitchell Mcleod Pugh & Williams Inc. lifted its stake in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 4.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Mizuho Issues Pessimistic Forecast for Sunoco (NYSE:SUN) Stock Price
Sunoco (NYSE:SUN – Get Free Report) had its price target dropped by equities research analysts at Mizuho from $68.00 to $67.00 in a research report issued to clients and investors on Monday,Benzinga reports. The brokerage currently... More of this article »
Hohimer Wealth Management LLC Sells 613 Shares of Costco Wholesale Corporation (NASDAQ:COST)
Hohimer Wealth Management LLC trimmed its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 8.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
LRI Investments LLC Grows Stock Holdings in Johnson & Johnson (NYSE:JNJ)
LRI Investments LLC grew its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 11.8% during the first quarter, HoldingsChannel.com reports. The fund owned 14,260 shares of the company’s stock after purchasing... More of this article »
Asset Dedication LLC Sells 1,267 Shares of Exxon Mobil Corporation (NYSE:XOM)
Asset Dedication LLC decreased its position in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 2.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Bogart Wealth LLC Boosts Holdings in Analog Devices, Inc. (NASDAQ:ADI)
Bogart Wealth LLC lifted its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 1.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Contrasting Ascent Industries (ACNT) and The Competition
Profitability This table compares Ascent Industries and its peers’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Ascent Industries -6.56% -1.78% -1.12% Ascent Industries... More of this article »
Conrad Industries (CNRD) vs. Its Rivals Financial Review
Dividends Conrad Industries pays an annual dividend of $0.40 per share and has a dividend yield of 2.1%. Conrad Industries pays out -117.6% of its earnings in the form of a dividend. As a group, “AEROSP/DEFENSE” companies... More of this article »
Trail Ridge Investment Advisors LLC Reduces Position in Thermo Fisher Scientific Inc. (NYSE:TMO)
Trail Ridge Investment Advisors LLC lessened its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Shell PLC Unsponsored ADR (NYSE:SHEL) Shares Sold by Cutter & CO Brokerage Inc.
Cutter & CO Brokerage Inc. lowered its holdings in Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report) by 37.6% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 9,413... More of this article »
Dave (NASDAQ:DAVE) Price Target Raised to $260.00 at JMP Securities
Dave (NASDAQ:DAVE – Get Free Report) had its price objective raised by stock analysts at JMP Securities from $200.00 to $260.00 in a research note issued to investors on Monday,Benzinga reports. The brokerage presently has a... More of this article »
Performance Food Group (NYSE:PFGC) Price Target Raised to $96.00
Performance Food Group (NYSE:PFGC – Get Free Report) had its target price increased by stock analysts at Morgan Stanley from $93.00 to $96.00 in a research note issued to investors on Monday,Benzinga reports. The brokerage currently... More of this article »
LJI Wealth Management LLC Acquires 762 Shares of Invesco QQQ (NASDAQ:QQQ)
LJI Wealth Management LLC boosted its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 2.8% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 27,868 shares of the exchange traded fund’s... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Purchased by Edgestream Partners L.P.
Edgestream Partners L.P. increased its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 612.7% in the first quarter, Holdings Channel reports. The firm owned 342,794 shares of the biopharmaceutical company’s... More of this article »
Cencora, Inc. (NYSE:COR) is TimesSquare Capital Management LLC’s 2nd Largest Position
TimesSquare Capital Management LLC trimmed its position in shares of Cencora, Inc. (NYSE:COR – Free Report) by 14.3% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Barclays Raises Check Point Software Technologies (NASDAQ:CHKP) Price Target to $245.00
Check Point Software Technologies (NASDAQ:CHKP – Get Free Report) had its price objective increased by stock analysts at Barclays from $230.00 to $245.00 in a research note issued on Monday,Benzinga reports. The firm currently... More of this article »
Apollon Wealth Management LLC Acquires 7,411 Shares of Shopify Inc. (NYSE:SHOP)
Apollon Wealth Management LLC boosted its holdings in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 6.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Apollon Financial LLC Makes New $1.47 Million Investment in PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD)
Apollon Financial LLC purchased a new position in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) during the 1st quarter, Holdings Channel reports. The fund purchased 55,703 shares of the company’s... More of this article »
LJI Wealth Management LLC Purchases 2,111 Shares of The Boeing Company (NYSE:BA)
LJI Wealth Management LLC boosted its stake in The Boeing Company (NYSE:BA – Free Report) by 23.5% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Volex (LON:VLX) Price Target Raised to GBX 430 at Berenberg Bank
Volex (LON:VLX – Free Report) had its price target increased by Berenberg Bank from GBX 415 ($5.60) to GBX 430 ($5.80) in a research report report published on Friday morning,Digital Look reports. Berenberg Bank currently has... More of this article »
LJI Wealth Management LLC Reduces Stock Position in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)
LJI Wealth Management LLC lessened its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 1.9% during the 1st quarter, Holdings Channel reports. The firm owned 87,555 shares of the company’s... More of this article »
iShares Core MSCI EAFE ETF (BATS:IEFA) Shares Sold by Firestone Capital Management
Firestone Capital Management reduced its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 2.2% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 26,698 shares... More of this article »
Firestone Capital Management Has $518,000 Holdings in Grayscale Bitcoin Trust ETF (NYSEARCA:GBTC)
Firestone Capital Management cut its stake in shares of Grayscale Bitcoin Trust ETF (NYSEARCA:GBTC – Free Report) by 13.9% in the first quarter, Holdings Channel reports. The firm owned 7,945 shares of the company’s stock... More of this article »
Firestone Capital Management Has $247,000 Position in Vanguard Russell 3000 ETF (NASDAQ:VTHR)
Firestone Capital Management lowered its stake in shares of Vanguard Russell 3000 ETF (NASDAQ:VTHR – Free Report) by 7.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Massachusetts Financial Services Co. MA Cuts Stock Position in Aptiv PLC (NYSE:APTV)
Massachusetts Financial Services Co. MA lessened its holdings in Aptiv PLC (NYSE:APTV – Free Report) by 1.1% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 14,130,993... More of this article »
Focused Investors LLC Sells 18,200 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Focused Investors LLC reduced its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.3% during the first quarter, HoldingsChannel reports. The fund owned 533,550 shares of the company’s stock after selling 18,200... More of this article »
Urgent.ly’s (ULY) “Buy” Rating Reiterated at Chardan Capital
Urgent.ly (NASDAQ:ULY – Get Free Report)‘s stock had its “buy” rating restated by research analysts at Chardan Capital in a research note issued to investors on Monday,Benzinga reports. They presently have a... More of this article »
Nextracker (NASDAQ:NXT) Earns Neutral Rating from Mizuho
Nextracker (NASDAQ:NXT – Get Free Report)‘s stock had its “neutral” rating restated by Mizuho in a research note issued to investors on Monday, MarketBeat.com reports. They currently have a $65.00 price objective... More of this article »
Catalyst Financial Partners LLC Has $808,000 Stock Holdings in Amgen Inc. (NASDAQ:AMGN)
Catalyst Financial Partners LLC increased its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 12.3% during the 1st quarter, Holdings Channel reports. The institutional investor owned 2,593 shares of the medical... More of this article »