Home » Author Archive

Image for 2,300 Shares in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH) Bought by Woodside Wealth Management LLC

2,300 Shares in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH) Bought by Woodside Wealth Management LLC

Woodside Wealth Management LLC bought a new position in shares of Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Silver Spruce Resources (CVE:SSE) Trading Down 20%  – Here’s What Happened

Silver Spruce Resources (CVE:SSE) Trading Down 20% – Here’s What Happened

Silver Spruce Resources Inc. (CVE:SSE – Get Free Report) shares were down 20% during mid-day trading on Friday . The stock traded as low as C$0.01 and last traded at C$0.01. Approximately 763,594 shares changed hands during trading,... More of this article »
Image for Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Sold by Hughes Financial Services LLC

Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Sold by Hughes Financial Services LLC

Hughes Financial Services LLC reduced its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 2.5% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 21,908... More of this article »
Image for Archer Daniels Midland Company (NYSE:ADM) Shares Sold by Pointe Capital Management LLC

Archer Daniels Midland Company (NYSE:ADM) Shares Sold by Pointe Capital Management LLC

Pointe Capital Management LLC trimmed its holdings in shares of Archer Daniels Midland Company (NYSE:ADM – Free Report) by 6.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Isthmus Partners LLC Cuts Stock Holdings in Ingevity Corporation (NYSE:NGVT)

Isthmus Partners LLC Cuts Stock Holdings in Ingevity Corporation (NYSE:NGVT)

Isthmus Partners LLC lowered its stake in shares of Ingevity Corporation (NYSE:NGVT – Free Report) by 12.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Isthmus Partners LLC Sells 443 Shares of Plexus Corp. (NASDAQ:PLXS)

Isthmus Partners LLC Sells 443 Shares of Plexus Corp. (NASDAQ:PLXS)

Isthmus Partners LLC reduced its stake in Plexus Corp. (NASDAQ:PLXS – Free Report) by 1.6% during the first quarter, Holdings Channel.com reports. The firm owned 27,423 shares of the technology company’s stock after selling... More of this article »
Image for Isthmus Partners LLC Acquires 2,907 Shares of Papa John’s International, Inc. (NASDAQ:PZZA)

Isthmus Partners LLC Acquires 2,907 Shares of Papa John’s International, Inc. (NASDAQ:PZZA)

Isthmus Partners LLC lifted its holdings in Papa John’s International, Inc. (NASDAQ:PZZA – Free Report) by 4.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Independent Bank Corp. (NASDAQ:INDB) Shares Bought by Isthmus Partners LLC

Independent Bank Corp. (NASDAQ:INDB) Shares Bought by Isthmus Partners LLC

Isthmus Partners LLC grew its stake in Independent Bank Corp. (NASDAQ:INDB – Free Report) by 1.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Peregrine Investment Management Inc. Sells 17,640 Shares of SharkNinja, Inc. (NYSE:SN)

Peregrine Investment Management Inc. Sells 17,640 Shares of SharkNinja, Inc. (NYSE:SN)

Peregrine Investment Management Inc. cut its holdings in shares of SharkNinja, Inc. (NYSE:SN – Free Report) by 26.9% during the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Pointe Capital Management LLC Has $422,000 Position in Crescent Energy Company (NYSE:CRGY)

Pointe Capital Management LLC Has $422,000 Position in Crescent Energy Company (NYSE:CRGY)

Pointe Capital Management LLC cut its stake in Crescent Energy Company (NYSE:CRGY – Free Report) by 6.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Westmount Partners LLC Sells 2,394 Shares of Shell PLC Unsponsored ADR (NYSE:SHEL)

Westmount Partners LLC Sells 2,394 Shares of Shell PLC Unsponsored ADR (NYSE:SHEL)

Westmount Partners LLC trimmed its position in shares of Shell PLC Unsponsored ADR (NYSE:SHEL – Free Report) by 35.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for FDx Advisors Inc. Sells 201 Shares of Fiserv, Inc. (NYSE:FI)

FDx Advisors Inc. Sells 201 Shares of Fiserv, Inc. (NYSE:FI)

FDx Advisors Inc. lowered its holdings in Fiserv, Inc. (NYSE:FI – Free Report) by 14.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,157... More of this article »
Image for Rational Advisors Inc. Buys 651 Shares of Exxon Mobil Corporation (NYSE:XOM)

Rational Advisors Inc. Buys 651 Shares of Exxon Mobil Corporation (NYSE:XOM)

Rational Advisors Inc. lifted its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 7.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Nuveen Municipal High Income Opportunity Fund to Issue Monthly Dividend of $0.07 (NYSE:NMZ)

Nuveen Municipal High Income Opportunity Fund to Issue Monthly Dividend of $0.07 (NYSE:NMZ)

Nuveen Municipal High Income Opportunity Fund (NYSE:NMZ – Get Free Report) declared a monthly dividend on Thursday, July 3rd, Wall Street Journal reports. Stockholders of record on Tuesday, July 15th will be given a dividend... More of this article »
Image for Nuveen California Quality Municipal Income Fund (NAC) to Issue Monthly Dividend of $0.07 on  August 1st

Nuveen California Quality Municipal Income Fund (NAC) to Issue Monthly Dividend of $0.07 on August 1st

Nuveen California Quality Municipal Income Fund (NYSE:NAC – Get Free Report) declared a monthly dividend on Thursday, July 3rd, Wall Street Journal reports. Stockholders of record on Tuesday, July 15th will be paid a dividend... More of this article »
Image for Nuveen Municipal Credit Opportunities Fund (NMCO) To Go Ex-Dividend on July 15th

Nuveen Municipal Credit Opportunities Fund (NMCO) To Go Ex-Dividend on July 15th

Nuveen Municipal Credit Opportunities Fund (NYSE:NMCO – Get Free Report) announced a monthly dividend on Thursday, July 3rd, Wall Street Journal reports. Stockholders of record on Tuesday, July 15th will be paid a dividend of... More of this article »
Image for Isthmus Partners LLC Buys 1,942 Shares of Atkore Inc. (NYSE:ATKR)

Isthmus Partners LLC Buys 1,942 Shares of Atkore Inc. (NYSE:ATKR)

Isthmus Partners LLC raised its stake in shares of Atkore Inc. (NYSE:ATKR – Free Report) by 9.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 23,383 shares of the... More of this article »
Image for Dimensional U.S. Equity ETF (NYSEARCA:DFUS) is Asset Dedication LLC’s 7th Largest Position

Dimensional U.S. Equity ETF (NYSEARCA:DFUS) is Asset Dedication LLC’s 7th Largest Position

Asset Dedication LLC trimmed its stake in shares of Dimensional U.S. Equity ETF (NYSEARCA:DFUS – Free Report) by 3.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Canadian Gold (CVE:CGC)  Shares Down 3.7%   – Here’s What Happened

Canadian Gold (CVE:CGC) Shares Down 3.7% – Here’s What Happened

Shares of Canadian Gold Corp. (CVE:CGC – Get Free Report) dropped 3.7% during trading on Friday . The company traded as low as C$0.26 and last traded at C$0.26. Approximately 113,338 shares traded hands during trading, an increase... More of this article »
Image for Pacific Global US Equity Income ETF (NYSEARCA:USDY) Trading 0.6% Higher   – Still a Buy?

Pacific Global US Equity Income ETF (NYSEARCA:USDY) Trading 0.6% Higher – Still a Buy?

Shares of Pacific Global US Equity Income ETF (NYSEARCA:USDY – Get Free Report) rose 0.6% on Friday . The stock traded as high as $25.08 and last traded at $24.99. Approximately 1,500 shares traded hands during mid-day trading,... More of this article »
Image for Oldfather Financial Services LLC Has $2 Million Stake in Vanguard Total Bond Market ETF (NASDAQ:BND)

Oldfather Financial Services LLC Has $2 Million Stake in Vanguard Total Bond Market ETF (NASDAQ:BND)

Oldfather Financial Services LLC increased its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 23.0% during the first quarter, HoldingsChannel reports. The fund owned 27,261 shares of the company’s... More of this article »
Image for iShares Russell 2000 Value ETF (NYSEARCA:IWN) Stock Holdings Increased by Oldfather Financial Services LLC

iShares Russell 2000 Value ETF (NYSEARCA:IWN) Stock Holdings Increased by Oldfather Financial Services LLC

Oldfather Financial Services LLC boosted its position in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 2.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Wilkinson Global Asset Management LLC Reduces Position in HDFC Bank Limited (NYSE:HDB)

Wilkinson Global Asset Management LLC Reduces Position in HDFC Bank Limited (NYSE:HDB)

Wilkinson Global Asset Management LLC cut its holdings in shares of HDFC Bank Limited (NYSE:HDB – Free Report) by 86.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for BlackRock Enhanced International Dividend Trust to Issue Monthly Dividend of $0.04 (NYSE:BGY)

BlackRock Enhanced International Dividend Trust to Issue Monthly Dividend of $0.04 (NYSE:BGY)

BlackRock Enhanced International Dividend Trust (NYSE:BGY – Get Free Report) announced a monthly dividend on Thursday, July 3rd, Wall Street Journal reports. Investors of record on Tuesday, July 15th will be paid a dividend of... More of this article »
Image for BlackRock MuniVest Fund, Inc. (MVF) to Issue Monthly Dividend of $0.04 on  August 1st

BlackRock MuniVest Fund, Inc. (MVF) to Issue Monthly Dividend of $0.04 on August 1st

BlackRock MuniVest Fund, Inc. (NYSE:MVF – Get Free Report) declared a monthly dividend on Thursday, July 3rd, Wall Street Journal reports. Shareholders of record on Tuesday, July 15th will be paid a dividend of 0.036 per share... More of this article »
Image for BlackRock MuniYield Quality Fund II, Inc. (NYSE:MQT) to Issue $0.05 Monthly Dividend

BlackRock MuniYield Quality Fund II, Inc. (NYSE:MQT) to Issue $0.05 Monthly Dividend

BlackRock MuniYield Quality Fund II, Inc. (NYSE:MQT – Get Free Report) declared a monthly dividend on Thursday, July 3rd, Wall Street Journal reports. Stockholders of record on Tuesday, July 15th will be paid a dividend of 0.051... More of this article »
Image for Guggenheim Strategic Opportunities Fund (GOF) To Go Ex-Dividend on July 15th

Guggenheim Strategic Opportunities Fund (GOF) To Go Ex-Dividend on July 15th

Guggenheim Strategic Opportunities Fund (NYSE:GOF – Get Free Report) declared a monthly dividend on Thursday, July 3rd, Wall Street Journal reports. Investors of record on Tuesday, July 15th will be paid a dividend of 0.1821... More of this article »
Image for Mfs Hi Yld (NYSE:CMU) to Issue Dividend Increase – $0.02 Per Share

Mfs Hi Yld (NYSE:CMU) to Issue Dividend Increase – $0.02 Per Share

Mfs Hi Yld (NYSE:CMU – Get Free Report) declared a monthly dividend on Thursday, July 3rd, Wall Street Journal reports. Stockholders of record on Tuesday, July 15th will be given a dividend of 0.0165 per share on Thursday, July... More of this article »
Image for Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) Shares Acquired by GoalFusion Wealth Management LLC

Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) Shares Acquired by GoalFusion Wealth Management LLC

GoalFusion Wealth Management LLC increased its holdings in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 0.6% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm... More of this article »
Image for Pittenger & Anderson Inc. Has $15.94 Million Stock Position in Eaton Corporation, PLC (NYSE:ETN)

Pittenger & Anderson Inc. Has $15.94 Million Stock Position in Eaton Corporation, PLC (NYSE:ETN)

Pittenger & Anderson Inc. grew its position in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 9.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Global Daily Fantasy Sports Inc. (DFS.V) (CVE:DFS) Trading Down 9.5%  – Here’s Why

Global Daily Fantasy Sports Inc. (DFS.V) (CVE:DFS) Trading Down 9.5% – Here’s Why

Global Daily Fantasy Sports Inc. (DFS.V) (CVE:DFS – Get Free Report) shares dropped 9.5% during mid-day trading on Friday . The company traded as low as C$0.29 and last traded at C$0.29. Approximately 132,200 shares were traded... More of this article »
Image for Minerva (OTCMKTS:MRVSY) Shares Up 4.1%  – Here’s Why

Minerva (OTCMKTS:MRVSY) Shares Up 4.1% – Here’s Why

Shares of Minerva S.A. (OTCMKTS:MRVSY – Get Free Report) rose 4.1% on Friday . The company traded as high as $4.10 and last traded at $4.10. Approximately 100 shares traded hands during trading, a decline of 100% from the average... More of this article »
Image for Marks Group Wealth Management Inc Sells 24,727 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Marks Group Wealth Management Inc Sells 24,727 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Marks Group Wealth Management Inc lessened its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 15.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Marks Group Wealth Management Inc Purchases 19,692 Shares of nVent Electric PLC (NYSE:NVT)

Marks Group Wealth Management Inc Purchases 19,692 Shares of nVent Electric PLC (NYSE:NVT)

Marks Group Wealth Management Inc raised its position in shares of nVent Electric PLC (NYSE:NVT – Free Report) by 15.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Greatmark Investment Partners Inc. Buys 300 Shares of Dominion Energy Inc. (NYSE:D)

Greatmark Investment Partners Inc. Buys 300 Shares of Dominion Energy Inc. (NYSE:D)

Greatmark Investment Partners Inc. boosted its holdings in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 7.1% in the 1st quarter, Holdings Channel reports. The firm owned 4,550 shares of the utilities provider’s... More of this article »
Image for Platform Technology Partners Has $292,000 Position in Applied Materials, Inc. (NASDAQ:AMAT)

Platform Technology Partners Has $292,000 Position in Applied Materials, Inc. (NASDAQ:AMAT)

Platform Technology Partners cut its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 30.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for TFR Capital LLC. Raises Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

TFR Capital LLC. Raises Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

TFR Capital LLC. grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 20.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Xponance Inc. Purchases 7,388 Shares of Snap-On Incorporated (NYSE:SNA)

Xponance Inc. Purchases 7,388 Shares of Snap-On Incorporated (NYSE:SNA)

Xponance Inc. lifted its position in shares of Snap-On Incorporated (NYSE:SNA – Free Report) by 105.0% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Roblox Corporation (NYSE:RBLX) Shares Bought by Xponance Inc.

Roblox Corporation (NYSE:RBLX) Shares Bought by Xponance Inc.

Xponance Inc. increased its position in Roblox Corporation (NYSE:RBLX – Free Report) by 3.6% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Xponance Inc. Boosts Holdings in Visa Inc. (NYSE:V)

Xponance Inc. Boosts Holdings in Visa Inc. (NYSE:V)

Xponance Inc. grew its position in Visa Inc. (NYSE:V – Free Report) by 1.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 425,732 shares... More of this article »
Image for Intercontinental Exchange Inc. (NYSE:ICE) Shares Purchased by TFR Capital LLC.

Intercontinental Exchange Inc. (NYSE:ICE) Shares Purchased by TFR Capital LLC.

TFR Capital LLC. lifted its holdings in Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 22.2% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,906 shares... More of this article »
Image for Secured Retirement Advisors LLC Invests $1.13 Million in United Parcel Service, Inc. (NYSE:UPS)

Secured Retirement Advisors LLC Invests $1.13 Million in United Parcel Service, Inc. (NYSE:UPS)

Secured Retirement Advisors LLC bought a new stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) during the first quarter, according to its most recent disclosure with the SEC. The institutional investor bought 10,297... More of this article »
Image for Leavell Investment Management Inc. Buys Shares of 115 MercadoLibre, Inc. (NASDAQ:MELI)

Leavell Investment Management Inc. Buys Shares of 115 MercadoLibre, Inc. (NASDAQ:MELI)

Leavell Investment Management Inc. acquired a new stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) in the 1st quarter, HoldingsChannel.com reports. The fund acquired 115 shares of the company’s stock, valued at... More of this article »
Image for Coeur Mining (NYSE:CDE) vs. Southern Copper (NYSE:SCCO) Financial Survey

Coeur Mining (NYSE:CDE) vs. Southern Copper (NYSE:SCCO) Financial Survey

Coeur Mining (NYSE:CDE – Get Free Report) and Southern Copper (NYSE:SCCO – Get Free Report) are both basic materials companies, but which is the better investment? We will compare the two businesses based on the strength... More of this article »
Image for Stephens Investment Management Group LLC Decreases Stock Position in Tenable Holdings, Inc. (NASDAQ:TENB)

Stephens Investment Management Group LLC Decreases Stock Position in Tenable Holdings, Inc. (NASDAQ:TENB)

Stephens Investment Management Group LLC decreased its stake in shares of Tenable Holdings, Inc. (NASDAQ:TENB – Free Report) by 0.8% during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Speece Thorson Capital Group Inc. Has $13.86 Million Stock Holdings in IDEX Corporation (NYSE:IEX)

Speece Thorson Capital Group Inc. Has $13.86 Million Stock Holdings in IDEX Corporation (NYSE:IEX)

Speece Thorson Capital Group Inc. grew its position in IDEX Corporation (NYSE:IEX – Free Report) by 58.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 76,567 shares... More of this article »
Image for Fidelity National Financial, Inc. (NYSE:FNF) Shares Bought by Louisiana State Employees Retirement System

Fidelity National Financial, Inc. (NYSE:FNF) Shares Bought by Louisiana State Employees Retirement System

Louisiana State Employees Retirement System raised its position in Fidelity National Financial, Inc. (NYSE:FNF – Free Report) by 0.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Louisiana State Employees Retirement System Has $7.17 Million Stock Position in The Charles Schwab Corporation (NYSE:SCHW)

Louisiana State Employees Retirement System Has $7.17 Million Stock Position in The Charles Schwab Corporation (NYSE:SCHW)

Louisiana State Employees Retirement System lifted its holdings in shares of The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 13.9% in the first quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Louisiana State Employees Retirement System Cuts Stake in QUALCOMM Incorporated (NASDAQ:QCOM)

Louisiana State Employees Retirement System Cuts Stake in QUALCOMM Incorporated (NASDAQ:QCOM)

Louisiana State Employees Retirement System decreased its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 0.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Speece Thorson Capital Group Inc. Has $14.81 Million Stock Holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY)

Speece Thorson Capital Group Inc. Has $14.81 Million Stock Holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY)

Speece Thorson Capital Group Inc. lessened its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 20.1% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 10,340... More of this article »