Home » Author Archive
Contrasting DSV (OTCMKTS:DSDVY) & U-Haul (NYSE:UHAL)
DSV (OTCMKTS:DSDVY – Get Free Report) and U-Haul (NYSE:UHAL – Get Free Report) are both large-cap transportation companies, but which is the superior stock? We will compare the two businesses based on the strength of their... More of this article »
Regency Capital Management Inc. DE Makes New Investment in iShares Core MSCI EAFE ETF $IEFA
Regency Capital Management Inc. DE bought a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Magellan Asset Management Ltd Sells 23,604 Shares of Norfolk Southern Corporation $NSC
Magellan Asset Management Ltd decreased its holdings in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 9.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 229,244 shares of the railroad operator’s... More of this article »
Vanguard Short-Term Corporate Bond ETF $VCSH Stock Position Boosted by Prudential PLC
Prudential PLC boosted its holdings in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 8.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 13,488,580 shares of the... More of this article »
Roundview Capital LLC Grows Stake in Meta Platforms, Inc. $META
Roundview Capital LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 6.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Total Wealth Planning & Management Inc. Invests $2.10 Million in Lockheed Martin Corporation $LMT
Total Wealth Planning & Management Inc. purchased a new position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor purchased 4,348... More of this article »
Total Wealth Planning & Management Inc. Takes Position in GE Aerospace $GE
Total Wealth Planning & Management Inc. acquired a new stake in GE Aerospace (NYSE:GE – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 2,253 shares of the company’s stock, valued... More of this article »
Schwab US Broad Market ETF $SCHB Stake Lifted by TruNorth Capital Management LLC
TruNorth Capital Management LLC raised its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 0.4% during the fourth quarter, HoldingsChannel reports. The firm owned 5,090,429 shares of the company’s... More of this article »
Total Wealth Planning & Management Inc. Makes New $483,000 Investment in Wheaton Precious Metals Corp. $WPM
Total Wealth Planning & Management Inc. bought a new position in shares of Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Total Wealth Planning & Management Inc. Makes New $935,000 Investment in Citigroup Inc. $C
Total Wealth Planning & Management Inc. bought a new position in Citigroup Inc. (NYSE:C – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 8,009... More of this article »
Total Wealth Planning & Management Inc. Invests $525,000 in The Travelers Companies, Inc. $TRV
Total Wealth Planning & Management Inc. acquired a new position in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Daniel James Thomas Rollins Purchases 850 Shares of Torex Gold Resources (TSE:TXG) Stock
Torex Gold Resources Inc. (TSE:TXG – Get Free Report) insider Daniel James Thomas Rollins purchased 850 shares of the business’s stock in a transaction dated Tuesday, June 2nd. The stock was bought at an average cost of... More of this article »
Rpd Fund Management Llc Sells 15,828 Shares of Domo (NASDAQ:DOMO) Stock
Domo, Inc. (NASDAQ:DOMO – Get Free Report) insider Rpd Fund Management Llc sold 15,828 shares of the business’s stock in a transaction on Tuesday, May 26th. The stock was sold at an average price of $3.68, for a total value... More of this article »
W Anthony Vernon Sells 2,945 Shares of NovoCure (NASDAQ:NVCR) Stock
NovoCure Limited (NASDAQ:NVCR – Get Free Report) Director W Anthony Vernon sold 2,945 shares of the company’s stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $15.77, for a total... More of this article »
Insider Selling: Cerus (NASDAQ:CERS) COO Sells $50,001.00 in Stock
Cerus Corporation (NASDAQ:CERS – Get Free Report) COO Vivek Jayaraman sold 16,667 shares of the firm’s stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $3.00, for a total transaction... More of this article »
Zoetis Inc. (NYSE:ZTS) Receives Consensus Rating of “Hold” from Analysts
Shares of Zoetis Inc. (NYSE:ZTS – Get Free Report) have been assigned a consensus rating of “Hold” from the fifteen research firms that are currently covering the stock, MarketBeat reports. One analyst has rated... More of this article »
Head to Head Survey: CO2 Energy Transition (NOEM) and Its Peers
CO2 Energy Transition (NASDAQ:NOEM – Get Free Report) is one of 321 public companies in the “Investment Offices” industry, but how does it weigh in compared to its peers? We will compare CO2 Energy Transition to related... More of this article »
Financial Comparison: Infleqtion (INFQ) vs. The Competition
Infleqtion (NYSE:INFQ – Get Free Report) is one of 321 public companies in the “Investment Offices” industry, but how does it contrast to its competitors? We will compare Infleqtion to related companies based on the... More of this article »
Jeffersonville Bancorp (OTCMKTS:JFBC) and CF Bankshares (NASDAQ:CFBK) Critical Contrast
CF Bankshares (NASDAQ:CFBK – Get Free Report) and Jeffersonville Bancorp (OTCMKTS:JFBC – Get Free Report) are both small-cap finance companies, but which is the superior stock? We will contrast the two companies based on... More of this article »
Reinsurance Group of America, Incorporated (NYSE:RGA) Receives Consensus Recommendation of “Moderate Buy” from Analysts
Reinsurance Group of America, Incorporated (NYSE:RGA – Get Free Report) has earned a consensus rating of “Moderate Buy” from the eleven research firms that are covering the firm, Marketbeat Ratings reports. One investment... More of this article »
Analyzing Amacore Group (OTCMKTS:ACGI) & SiriusPoint (NYSE:SPNT)
Amacore Group (OTCMKTS:ACGI – Get Free Report) and SiriusPoint (NYSE:SPNT – Get Free Report) are both finance companies, but which is the superior stock? We will contrast the two companies based on the strength of their... More of this article »
Livforsakringsbolaget Skandia Omsesidigt Purchases 100,902 Shares of Delta Air Lines, Inc. $DAL
Livforsakringsbolaget Skandia Omsesidigt lifted its position in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 101.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Everus Construction Group, Inc. $ECG Shares Sold by Neumeier Poma Investment Counsel LLC
Neumeier Poma Investment Counsel LLC trimmed its position in shares of Everus Construction Group, Inc. (NYSE:ECG – Free Report) by 72.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Neumeier Poma Investment Counsel LLC Cuts Position in Primo Brands Corporation $PRMB
Neumeier Poma Investment Counsel LLC cut its stake in Primo Brands Corporation (NYSE:PRMB – Free Report) by 13.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 868,085... More of this article »
iShares S&P 500 Growth ETF $IVW Shares Bought by J.W. Cole Advisors Inc.
J.W. Cole Advisors Inc. raised its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 4.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Lockheed Martin Corporation $LMT Shares Purchased by Sivia Capital Partners LLC
Sivia Capital Partners LLC increased its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 131.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Talen Energy Corporation $TLN Stake Lowered by State of Wyoming
State of Wyoming trimmed its position in shares of Talen Energy Corporation (NASDAQ:TLN – Free Report) by 47.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Magellan Asset Management Ltd Reduces Holdings in Intercontinental Exchange Inc. $ICE
Magellan Asset Management Ltd lessened its position in shares of Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 7.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
State of Wyoming Takes Position in Gold.com Inc. $GOLD
State of Wyoming bought a new position in shares of Gold.com Inc. (NYSE:GOLD – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 23,214 shares of the company’s stock, valued at approximately... More of this article »
Natixis Advisors LLC Boosts Position in Canadian National Railway Company $CNI
Natixis Advisors LLC lifted its stake in shares of Canadian National Railway Company (NYSE:CNI – Free Report) (TSE:CNR) by 6.8% during the 4th quarter, Holdings Channel reports. The fund owned 262,048 shares of the transportation... More of this article »
Fortinet, Inc. $FTNT Shares Purchased by Natixis Advisors LLC
Natixis Advisors LLC boosted its position in Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 9.1% in the 4th quarter, HoldingsChannel reports. The firm owned 313,884 shares of the software maker’s stock after purchasing... More of this article »
Lifeward (NASDAQ:LFWD) Cut to “Strong Sell” at Zacks Research
Lifeward (NASDAQ:LFWD – Get Free Report) was downgraded by Zacks Research from a “hold” rating to a “strong sell” rating in a research report issued on Wednesday,Zacks.com reports. LFWD has been the subject... More of this article »
Fox Factory (NASDAQ:FOXF) Upgraded to Hold at Zacks Research
Fox Factory (NASDAQ:FOXF – Get Free Report) was upgraded by equities researchers at Zacks Research from a “strong sell” rating to a “hold” rating in a report released on Wednesday,Zacks.com reports. Several... More of this article »
Norges Bank Makes New Investment in Ryder System, Inc. $R
Norges Bank bought a new position in Ryder System, Inc. (NYSE:R – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Explore Capital Management LLC Decreases Position in Nu Holdings Ltd. $NU
Explore Capital Management LLC cut its stake in shares of Nu Holdings Ltd. (NYSE:NU – Free Report) by 44.6% during the fourth quarter, HoldingsChannel reports. The firm owned 335,950 shares of the company’s stock after... More of this article »
Baker Steel Resources’ (BSRT) “House Stock” Rating Reiterated at Shore Capital Group
Baker Steel Resources (LON:BSRT – Get Free Report)‘s stock had its “house stock” rating reiterated by Shore Capital Group in a research report issued on Friday,London Stock Exchange reports. Baker Steel Resources... More of this article »
Intech Investment Management LLC Reduces Position in Novanta Inc. $NOVT
Intech Investment Management LLC trimmed its holdings in Novanta Inc. (NASDAQ:NOVT – Free Report) by 18.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 14,985 shares of the technology company’s... More of this article »
Natixis Advisors LLC Trims Stock Position in Amrize Ltd $AMRZ
Natixis Advisors LLC cut its position in shares of Amrize Ltd (NYSE:AMRZ – Free Report) by 20.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 631,295 shares of the company’s stock after selling... More of this article »
Vanguard Short-Term Inflation-Protected Securities ETF $VTIP Shares Sold by One Capital Management LLC
One Capital Management LLC lessened its holdings in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 93.8% in the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Natixis Advisors LLC Cuts Position in Motorola Solutions, Inc. $MSI
Natixis Advisors LLC decreased its holdings in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 70.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 84,788 shares of the communications... More of this article »
Legal & General Group Plc Raises Stake in The Western Union Company $WU
Legal & General Group Plc grew its position in The Western Union Company (NYSE:WU – Free Report) by 43.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 908,756 shares of the credit services provider’s... More of this article »
Sivia Capital Partners LLC Acquires Shares of 2,729 Aon plc $AON
Sivia Capital Partners LLC acquired a new stake in Aon plc (NYSE:AON – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 2,729... More of this article »
Natixis Advisors LLC Has $24.52 Million Stock Holdings in Zions Bancorporation, N.A. $ZION
Natixis Advisors LLC lowered its position in shares of Zions Bancorporation, N.A. (NASDAQ:ZION – Free Report) by 8.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Greenspring Advisors LLC Invests $412,000 in Morgan Stanley $MS
Greenspring Advisors LLC bought a new position in shares of Morgan Stanley (NYSE:MS – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 2,320 shares... More of this article »
4,296 Shares in Novartis AG $NVS Acquired by Greenspring Advisors LLC
Greenspring Advisors LLC acquired a new position in shares of Novartis AG (NYSE:NVS – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 4,296 shares of the company’s... More of this article »
Greenspring Advisors LLC Acquires New Position in Dimensional Inflation-Protected Securities ETF $DFIP
Greenspring Advisors LLC acquired a new stake in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired... More of this article »
Goldman Sachs Group Inc. Trims Position in Mondelez International, Inc. $MDLZ
Goldman Sachs Group Inc. lessened its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Natixis Advisors LLC Trims Stock Holdings in Apollo Global Management Inc. $APO
Natixis Advisors LLC lowered its holdings in Apollo Global Management Inc. (NYSE:APO – Free Report) by 13.0% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 165,467 shares of... More of this article »