Home » Author Archive

Image for ShankerValleau Wealth Advisors Inc. Has $3.99 Million Stock Holdings in Dimensional International Small Cap Value ETF (BATS:DISV)

ShankerValleau Wealth Advisors Inc. Has $3.99 Million Stock Holdings in Dimensional International Small Cap Value ETF (BATS:DISV)

ShankerValleau Wealth Advisors Inc. increased its holdings in shares of Dimensional International Small Cap Value ETF (BATS:DISV – Free Report) by 2.9% in the 1st quarter, according to its most recent filing with the SEC. The... More of this article »
Image for HMV Wealth Advisors LLC Purchases New Stake in Exxon Mobil Co. (NYSE:XOM)

HMV Wealth Advisors LLC Purchases New Stake in Exxon Mobil Co. (NYSE:XOM)

HMV Wealth Advisors LLC purchased a new stake in Exxon Mobil Co. (NYSE:XOM – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for RTD Financial Advisors Inc. Grows Stock Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

RTD Financial Advisors Inc. Grows Stock Position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

RTD Financial Advisors Inc. lifted its stake in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 0.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Entergy Corporation (NYSE:ETR) Shares Purchased by Focus Financial Network Inc.

Entergy Corporation (NYSE:ETR) Shares Purchased by Focus Financial Network Inc.

Focus Financial Network Inc. increased its holdings in Entergy Corporation (NYSE:ETR – Free Report) by 5.3% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Powers Advisory Group LLC Purchases 179 Shares of Target Co. (NYSE:TGT)

Powers Advisory Group LLC Purchases 179 Shares of Target Co. (NYSE:TGT)

Powers Advisory Group LLC increased its position in Target Co. (NYSE:TGT – Free Report) by 2.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,281... More of this article »
Image for Signature Resources Capital Management LLC Purchases 67 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Signature Resources Capital Management LLC Purchases 67 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)

Signature Resources Capital Management LLC increased its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 83.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Signature Resources Capital Management LLC Acquires 2,896 Shares of Capital Group Global Growth Equity ETF (NYSEARCA:CGGO)

Signature Resources Capital Management LLC Acquires 2,896 Shares of Capital Group Global Growth Equity ETF (NYSEARCA:CGGO)

Signature Resources Capital Management LLC raised its holdings in shares of Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 20.4% in the first quarter, according to its most recent Form 13F filing with... More of this article »
Image for Steele Capital Management Inc. Sells 1,025 Shares of Enterprise Products Partners L.P. (NYSE:EPD)

Steele Capital Management Inc. Sells 1,025 Shares of Enterprise Products Partners L.P. (NYSE:EPD)

Steele Capital Management Inc. lessened its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 4.3% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for Insider Buying: Synergy CHC Corp. (Uplisting) (NASDAQ:SNYR) CEO Buys 9,400 Shares of Stock

Insider Buying: Synergy CHC Corp. (Uplisting) (NASDAQ:SNYR) CEO Buys 9,400 Shares of Stock

Synergy CHC Corp. (Uplisting) (NASDAQ:SNYR – Get Free Report) CEO Jack Ross purchased 9,400 shares of the stock in a transaction on Tuesday, June 3rd. The stock was acquired at an average cost of $1.77 per share, for a total... More of this article »
Image for West Branch Capital LLC Sells 1,559 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

West Branch Capital LLC Sells 1,559 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

West Branch Capital LLC trimmed its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 23.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Image for Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) Sees Large Volume Increase  – Time to Buy?

Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP) Sees Large Volume Increase – Time to Buy?

Shares of Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Get Free Report) saw unusually-high trading volume on Thursday . Approximately 95,104 shares changed hands during trading, an increase of 28% from the... More of this article »
Image for Goldstone Financial Group LLC Trims Stock Holdings in T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP)

Goldstone Financial Group LLC Trims Stock Holdings in T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP)

Goldstone Financial Group LLC decreased its stake in T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP – Free Report) by 52.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for MongoDB (NASDAQ:MDB) Shares Up 3.3%  – Here’s Why

MongoDB (NASDAQ:MDB) Shares Up 3.3% – Here’s Why

MongoDB, Inc. (NASDAQ:MDB – Get Free Report)’s share price traded up 3.3% on Thursday . The stock traded as high as $217.96 and last traded at $217.54. 350,033 shares traded hands during trading, a decline of 82% from the... More of this article »
Image for Azzad Asset Management Inc. ADV Invests $3.26 Million in Tyler Technologies, Inc. (NYSE:TYL)

Azzad Asset Management Inc. ADV Invests $3.26 Million in Tyler Technologies, Inc. (NYSE:TYL)

Azzad Asset Management Inc. ADV acquired a new position in shares of Tyler Technologies, Inc. (NYSE:TYL – Free Report) in the 1st quarter, according to its most recent disclosure with the SEC. The fund acquired 5,601 shares... More of this article »
Image for NorthCrest Asset Manangement LLC Acquires 425 Shares of Marathon Petroleum Co. (NYSE:MPC)

NorthCrest Asset Manangement LLC Acquires 425 Shares of Marathon Petroleum Co. (NYSE:MPC)

NorthCrest Asset Manangement LLC grew its holdings in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 1.3% in the first quarter, HoldingsChannel reports. The fund owned 32,627 shares of the oil and gas company’s stock... More of this article »
Image for NorthCrest Asset Manangement LLC Lowers Stock Holdings in CBRE Group, Inc. (NYSE:CBRE)

NorthCrest Asset Manangement LLC Lowers Stock Holdings in CBRE Group, Inc. (NYSE:CBRE)

NorthCrest Asset Manangement LLC lowered its position in CBRE Group, Inc. (NYSE:CBRE – Free Report) by 24.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for NorthCrest Asset Manangement LLC Reduces Stake in Vanguard Real Estate ETF (NYSEARCA:VNQ)

NorthCrest Asset Manangement LLC Reduces Stake in Vanguard Real Estate ETF (NYSEARCA:VNQ)

NorthCrest Asset Manangement LLC reduced its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 4.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Rockland Trust Co. Has $1.05 Million Stock Holdings in Zoetis Inc. (NYSE:ZTS)

Rockland Trust Co. Has $1.05 Million Stock Holdings in Zoetis Inc. (NYSE:ZTS)

Rockland Trust Co. lifted its stake in Zoetis Inc. (NYSE:ZTS – Free Report) by 1.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 6,379 shares of the company’s... More of this article »
Image for Ipswich Investment Management Co. Inc. Raises Stock Holdings in Cogent Communications Holdings, Inc. (NASDAQ:CCOI)

Ipswich Investment Management Co. Inc. Raises Stock Holdings in Cogent Communications Holdings, Inc. (NASDAQ:CCOI)

Ipswich Investment Management Co. Inc. lifted its holdings in shares of Cogent Communications Holdings, Inc. (NASDAQ:CCOI – Free Report) by 0.6% in the first quarter, according to its most recent disclosure with the Securities... More of this article »
Image for New Century Financial Group LLC Sells 5,497 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

New Century Financial Group LLC Sells 5,497 Shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

New Century Financial Group LLC reduced its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 61.8% in the first quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Image for Cypress Point Wealth Management LLC Purchases 645 Shares of Avantis International Equity ETF (NYSEARCA:AVDE)

Cypress Point Wealth Management LLC Purchases 645 Shares of Avantis International Equity ETF (NYSEARCA:AVDE)

Cypress Point Wealth Management LLC grew its position in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 1.3% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Analog Devices, Inc. (NASDAQ:ADI) Shares Acquired by Everhart Financial Group Inc.

Analog Devices, Inc. (NASDAQ:ADI) Shares Acquired by Everhart Financial Group Inc.

Everhart Financial Group Inc. grew its holdings in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 29.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for BNC Wealth Management LLC Has $5.13 Million Stock Position in Garmin Ltd. (NYSE:GRMN)

BNC Wealth Management LLC Has $5.13 Million Stock Position in Garmin Ltd. (NYSE:GRMN)

BNC Wealth Management LLC raised its position in shares of Garmin Ltd. (NYSE:GRMN – Free Report) by 2.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Praetorian Wealth Management Inc. Has $4.25 Million Stock Position in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Praetorian Wealth Management Inc. Has $4.25 Million Stock Position in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Praetorian Wealth Management Inc. lessened its holdings in shares of iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ – Free Report) by 10.9% during the first quarter, according to the company in its most recent Form... More of this article »
Image for National Bank Financial Upgrades 5N Plus (TSE:VNP) to Strong-Buy

National Bank Financial Upgrades 5N Plus (TSE:VNP) to Strong-Buy

5N Plus (TSE:VNP – Get Free Report) was upgraded by National Bank Financial to a “strong-buy” rating in a report released on Thursday,Zacks.com reports. VNP has been the subject of several other reports. Cormark raised... More of this article »
Image for Tobam Decreases Stake in Hubbell Incorporated (NYSE:HUBB)

Tobam Decreases Stake in Hubbell Incorporated (NYSE:HUBB)

Tobam lessened its stake in Hubbell Incorporated (NYSE:HUBB – Free Report) by 23.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 122 shares of the industrial products company’s stock... More of this article »
Image for Tobam Has $26,000 Position in Baxter International Inc. (NYSE:BAX)

Tobam Has $26,000 Position in Baxter International Inc. (NYSE:BAX)

Tobam lessened its position in Baxter International Inc. (NYSE:BAX – Free Report) by 94.0% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 770 shares of the medical... More of this article »
Image for NorthCrest Asset Manangement LLC Raises Stock Holdings in Kinder Morgan, Inc. (NYSE:KMI)

NorthCrest Asset Manangement LLC Raises Stock Holdings in Kinder Morgan, Inc. (NYSE:KMI)

NorthCrest Asset Manangement LLC boosted its stake in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 3.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 244,039 shares... More of this article »
Image for Medtronic plc (NYSE:MDT) Shares Sold by New England Research & Management Inc.

Medtronic plc (NYSE:MDT) Shares Sold by New England Research & Management Inc.

New England Research & Management Inc. decreased its stake in shares of Medtronic plc (NYSE:MDT – Free Report) by 19.9% during the first quarter, HoldingsChannel reports. The firm owned 9,971 shares of the medical technology... More of this article »
Image for News Co. (NASDAQ:NWS) Shares Purchased by Metropolis Capital Ltd

News Co. (NASDAQ:NWS) Shares Purchased by Metropolis Capital Ltd

Metropolis Capital Ltd grew its position in shares of News Co. (NASDAQ:NWS – Free Report) by 11.8% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for New England Research & Management Inc. Raises Holdings in Southwest Airlines Co. (NYSE:LUV)

New England Research & Management Inc. Raises Holdings in Southwest Airlines Co. (NYSE:LUV)

New England Research & Management Inc. raised its holdings in shares of Southwest Airlines Co. (NYSE:LUV – Free Report) by 64.4% during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for New England Research & Management Inc. Sells 375 Shares of Tetra Tech, Inc. (NASDAQ:TTEK)

New England Research & Management Inc. Sells 375 Shares of Tetra Tech, Inc. (NASDAQ:TTEK)

New England Research & Management Inc. lessened its holdings in shares of Tetra Tech, Inc. (NASDAQ:TTEK – Free Report) by 2.5% in the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for New England Research & Management Inc. Trims Stock Holdings in Donaldson Company, Inc. (NYSE:DCI)

New England Research & Management Inc. Trims Stock Holdings in Donaldson Company, Inc. (NYSE:DCI)

New England Research & Management Inc. lessened its stake in shares of Donaldson Company, Inc. (NYSE:DCI – Free Report) by 12.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Wintrust Financial Co. (NASDAQ:WTFCP) Short Interest Update

Wintrust Financial Co. (NASDAQ:WTFCP) Short Interest Update

Wintrust Financial Co. (NASDAQ:WTFCP – Get Free Report) was the target of a significant decline in short interest in the month of May. As of May 31st, there was short interest totalling 3,800 shares, a decline of 78.9% from... More of this article »
Image for Toews Agility Shares Dynamic Tactical Income ETF (BATS:THY) Short Interest Up 80.0% in May

Toews Agility Shares Dynamic Tactical Income ETF (BATS:THY) Short Interest Up 80.0% in May

Toews Agility Shares Dynamic Tactical Income ETF (BATS:THY – Get Free Report) was the recipient of a large growth in short interest in May. As of May 31st, there was short interest totalling 2,700 shares, a growth of 80.0% from... More of this article »
Image for WaFd, Inc (NASDAQ:WAFDP) Short Interest Update

WaFd, Inc (NASDAQ:WAFDP) Short Interest Update

WaFd, Inc (NASDAQ:WAFDP – Get Free Report) saw a large drop in short interest in May. As of May 31st, there was short interest totalling 3,100 shares, a drop of 68.0% from the May 15th total of 9,700 shares. Based on an average... More of this article »
Image for Union Bancaire Privee UBP SA Has $318,000 Stock Position in Moody’s Co. (NYSE:MCO)

Union Bancaire Privee UBP SA Has $318,000 Stock Position in Moody’s Co. (NYSE:MCO)

Union Bancaire Privee UBP SA reduced its position in Moody’s Co. (NYSE:MCO – Free Report) by 31.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 679 shares of the business services... More of this article »
Image for Ferguson Wellman Capital Management Inc. Takes Position in Amphenol Co. (NYSE:APH)

Ferguson Wellman Capital Management Inc. Takes Position in Amphenol Co. (NYSE:APH)

Ferguson Wellman Capital Management Inc. acquired a new stake in Amphenol Co. (NYSE:APH – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 3,966 shares of... More of this article »
Image for Alignment Healthcare, Inc. (NASDAQ:ALHC) Position Increased by Assenagon Asset Management S.A.

Alignment Healthcare, Inc. (NASDAQ:ALHC) Position Increased by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. increased its position in Alignment Healthcare, Inc. (NASDAQ:ALHC – Free Report) by 478.0% in the first quarter, HoldingsChannel reports. The firm owned 831,397 shares of the company’s stock... More of this article »
Image for Focus Financial Network Inc. Grows Position in AutoZone, Inc. (NYSE:AZO)

Focus Financial Network Inc. Grows Position in AutoZone, Inc. (NYSE:AZO)

Focus Financial Network Inc. raised its holdings in AutoZone, Inc. (NYSE:AZO – Free Report) by 2.9% during the 1st quarter, HoldingsChannel.com reports. The fund owned 105 shares of the company’s stock after acquiring... More of this article »
Image for Focus Financial Network Inc. Increases Stake in American Tower Co. (NYSE:AMT)

Focus Financial Network Inc. Increases Stake in American Tower Co. (NYSE:AMT)

Focus Financial Network Inc. grew its stake in American Tower Co. (NYSE:AMT – Free Report) by 3.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 1,872 shares of the real estate investment... More of this article »
Image for Yarger Wealth Strategies LLC Has $1.98 Million Stake in JPMorgan Chase & Co. (NYSE:JPM)

Yarger Wealth Strategies LLC Has $1.98 Million Stake in JPMorgan Chase & Co. (NYSE:JPM)

Yarger Wealth Strategies LLC decreased its stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 17.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Focus Financial Network Inc. Cuts Stake in Kimberly-Clark Co. (NYSE:KMB)

Focus Financial Network Inc. Cuts Stake in Kimberly-Clark Co. (NYSE:KMB)

Focus Financial Network Inc. reduced its stake in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 16.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for VentriPoint Diagnostics (CVE:VPT) Shares Up 36.4%  – Here’s Why

VentriPoint Diagnostics (CVE:VPT) Shares Up 36.4% – Here’s Why

VentriPoint Diagnostics Ltd. (CVE:VPT – Get Free Report) shares shot up 36.4% during mid-day trading on Saturday . The company traded as high as C$0.17 and last traded at C$0.15. 1,722,555 shares traded hands during mid-day trading,... More of this article »
Image for Ascentage Pharma Group International (NASDAQ:AAPG) Shares Gap Up   – Here’s Why

Ascentage Pharma Group International (NASDAQ:AAPG) Shares Gap Up – Here’s Why

Ascentage Pharma Group International (NASDAQ:AAPG – Get Free Report) shares gapped up before the market opened on Thursday . The stock had previously closed at $29.75, but opened at $31.30. Ascentage Pharma Group International... More of this article »
Image for Hippo (NYSE:HIPO) Shares Gap Up   – Should You Buy?

Hippo (NYSE:HIPO) Shares Gap Up – Should You Buy?

Shares of Hippo Holdings Inc. (NYSE:HIPO – Get Free Report) gapped up before the market opened on Thursday . The stock had previously closed at $27.10, but opened at $27.81. Hippo shares last traded at $29.09, with a volume of... More of this article »
Image for Harmony Gold Mining (NYSE:HMY) Shares Gap Up   – Here’s Why

Harmony Gold Mining (NYSE:HMY) Shares Gap Up – Here’s Why

Harmony Gold Mining Company Limited (NYSE:HMY – Get Free Report)’s stock price gapped up before the market opened on Thursday . The stock had previously closed at $14.35, but opened at $14.79. Harmony Gold Mining shares... More of this article »
Image for Sunrise Communications (NASDAQ:SNRE) Shares Gap Up   – What’s Next?

Sunrise Communications (NASDAQ:SNRE) Shares Gap Up – What’s Next?

Sunrise Communications AG (NASDAQ:SNRE – Get Free Report)’s share price gapped up before the market opened on Thursday . The stock had previously closed at $52.36, but opened at $53.58. Sunrise Communications shares last... More of this article »
Image for Pullen Investment Management LLC Increases Stock Holdings in TreeHouse Foods, Inc. (NYSE:THS)

Pullen Investment Management LLC Increases Stock Holdings in TreeHouse Foods, Inc. (NYSE:THS)

Pullen Investment Management LLC increased its holdings in TreeHouse Foods, Inc. (NYSE:THS – Free Report) by 13.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Pullen Investment Management LLC Grows Stock Holdings in The Hanover Insurance Group, Inc. (NYSE:THG)

Pullen Investment Management LLC Grows Stock Holdings in The Hanover Insurance Group, Inc. (NYSE:THG)

Pullen Investment Management LLC lifted its position in shares of The Hanover Insurance Group, Inc. (NYSE:THG – Free Report) by 2.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »