Home » Author Archive


Clark & Stuart Inc Buys Shares of 1,033 Vistra Corp. $VST
Clark & Stuart Inc purchased a new position in Vistra Corp. (NYSE:VST – Free Report) in the second quarter, Holdings Channel reports. The fund purchased 1,033 shares of the company’s stock, valued at approximately... More of this article »
Roundview Capital LLC Increases Stock Position in Intuitive Surgical, Inc. $ISRG
Roundview Capital LLC increased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 37.1% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Roundview Capital LLC Raises Stock Position in Transdigm Group Incorporated $TDG
Roundview Capital LLC boosted its stake in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) by 10.8% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 1,839 shares of... More of this article »
Financial Analysis: Citic (OTCMKTS:CTPCY) and Federal Signal (NYSE:FSS)
Citic (OTCMKTS:CTPCY – Get Free Report) and Federal Signal (NYSE:FSS – Get Free Report) are both multi-sector conglomerates companies, but which is the better business? We will compare the two businesses based on the strength... More of this article »
iShares Global REIT ETF $REET Stake Lessened by Foundation Wealth Management LLC
Foundation Wealth Management LLC decreased its position in shares of iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 1.6% during the 2nd quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Gentry Private Wealth LLC Cuts Position in First Trust TCW Unconstrained Plus Bond ETF $UCON
Gentry Private Wealth LLC lessened its position in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) by 10.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Roberts Wealth Advisors LLC Decreases Holdings in Dimensional California Municipal Bond ETF $DFCA
Roberts Wealth Advisors LLC cut its stake in Dimensional California Municipal Bond ETF (NYSEARCA:DFCA – Free Report) by 17.1% during the 2nd quarter, HoldingsChannel reports. The firm owned 8,437 shares of the company’s... More of this article »
MADDEN SECURITIES Corp Reduces Stock Holdings in Enbridge Inc $ENB
MADDEN SECURITIES Corp reduced its holdings in shares of Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 2.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
AGFiQ U.S. Market Neutral Momentum Fund (NYSEARCA:MOM) Share Price Passes Below 50-Day Moving Average – Should You Sell?
AGFiQ U.S. Market Neutral Momentum Fund (NYSEARCA:MOM – Get Free Report)’s stock price passed below its 50 day moving average during trading on Monday . The stock has a 50 day moving average of $21.54 and traded as low... More of this article »
Bezant Resources (LON:BZT) Trading Up 17.7% – Here’s Why
Bezant Resources Plc (LON:BZT – Get Free Report)’s stock price traded up 17.7% during trading on Monday . The company traded as high as GBX 0.09 ($0.00) and last traded at GBX 0.09 ($0.00). 445,026,594 shares were traded... More of this article »
Appleton Partners Inc. MA Buys 12,802 Shares of NIKE, Inc. $NKE
Appleton Partners Inc. MA boosted its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 377.3% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Semperit Ag Hld (OTCMKTS:SEIGY) Sees Large Increase in Short Interest
Semperit Ag Hld (OTCMKTS:SEIGY – Get Free Report) saw a large increase in short interest during the month of September. As of September 15th, there was short interest totaling 1,100 shares, an increase of 57.1% from the August... More of this article »
Toromont Industries (OTCMKTS:TMTNF) Stock Price Passes Above Fifty Day Moving Average – Should You Sell?
Toromont Industries Ltd. (OTCMKTS:TMTNF – Get Free Report) crossed above its 50-day moving average during trading on Monday . The stock has a 50-day moving average of $105.61 and traded as high as $113.83. Toromont Industries... More of this article »
Ark Restaurants Corp. (NASDAQ:ARKR) Short Interest Down 27.7% in September
Ark Restaurants Corp. (NASDAQ:ARKR – Get Free Report) saw a significant decrease in short interest in the month of September. As of September 15th, there was short interest totaling 10,700 shares, a decrease of 27.7% from the... More of this article »
Global Self Storage, Inc. (NASDAQ:SELF) Short Interest Update
Global Self Storage, Inc. (NASDAQ:SELF – Get Free Report) was the recipient of a large growth in short interest in the month of September. As of September 15th, there was short interest totaling 37,100 shares, a growth of 52.7%... More of this article »
Short Interest in iShares JPX-Nikkei 400 ETF (NYSEARCA:JPXN) Declines By 28.6%
iShares JPX-Nikkei 400 ETF (NYSEARCA:JPXN – Get Free Report) was the recipient of a large drop in short interest in September. As of September 15th, there was short interest totaling 500 shares, a drop of 28.6% from the August... More of this article »
Morgan Stanley $MS Stock Holdings Lifted by Simplicity Wealth LLC
Simplicity Wealth LLC grew its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 322.5% in the second quarter, according to its most recent filing with the SEC. The fund owned 7,352 shares of the financial services... More of this article »
Stephen J. Garry & Associates LLC Sells 440 Shares of Grayscale Bitcoin Trust ETF $GBTC
Stephen J. Garry & Associates LLC lowered its stake in shares of Grayscale Bitcoin Trust ETF (NYSEARCA:GBTC – Free Report) by 4.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Vanguard Short-Term Bond ETF $BSV Shares Acquired by HTG Investment Advisors Inc.
HTG Investment Advisors Inc. lifted its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 3.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Dimensional International Core Equity 2 ETF $DFIC Holdings Boosted by HTG Investment Advisors Inc.
HTG Investment Advisors Inc. increased its holdings in Dimensional International Core Equity 2 ETF (BATS:DFIC – Free Report) by 2.4% during the second quarter, according to the company in its most recent disclosure with the... More of this article »
Smith-Midland (NASDAQ:SMID) and Monarch Cement (OTCMKTS:MCEM) Critical Contrast
Smith-Midland (NASDAQ:SMID – Get Free Report) and Monarch Cement (OTCMKTS:MCEM – Get Free Report) are both small-cap construction companies, but which is the superior business? We will contrast the two companies based on... More of this article »
SteelPeak Wealth LLC Acquires Shares of 73,861 Archer Daniels Midland Company $ADM
SteelPeak Wealth LLC acquired a new stake in shares of Archer Daniels Midland Company (NYSE:ADM – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
bioMerieux (OTCMKTS:BMXMF) Short Interest Update
bioMerieux (OTCMKTS:BMXMF – Get Free Report) saw a large decline in short interest in the month of September. As of September 15th, there was short interest totaling 85,800 shares, a decline of 37.8% from the August 31st total... More of this article »
Short Interest in Beijing Capital International Airport Company Limited (OTCMKTS:BJCHF) Increases By 75.8%
Beijing Capital International Airport Company Limited (OTCMKTS:BJCHF – Get Free Report) was the target of a large increase in short interest in the month of September. As of September 15th, there was short interest totaling 9,780,000... More of this article »
Peruvian Metals (OTCMKTS:DUVNF) Stock Price Passes Above 50 Day Moving Average – Should You Sell?
Peruvian Metals Corp (OTCMKTS:DUVNF – Get Free Report) shares passed above its 50-day moving average during trading on Monday . The stock has a 50-day moving average of $0.02 and traded as high as $0.02. Peruvian Metals shares... More of this article »
KLP Kapitalforvaltning AS Buys 8,500 Shares of McDonald’s Corporation $MCD
KLP Kapitalforvaltning AS raised its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 3.1% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Avantra Family Wealth Inc. Invests $273,000 in FedEx Corporation $FDX
Avantra Family Wealth Inc. bought a new position in shares of FedEx Corporation (NYSE:FDX – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
SteelPeak Wealth LLC Trims Stock Position in iShares MSCI EAFE Growth ETF $EFG
SteelPeak Wealth LLC cut its holdings in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 0.8% in the second quarter, HoldingsChannel reports. The firm owned 124,761 shares of the company’s stock after... More of this article »
SteelPeak Wealth LLC Cuts Stake in SPDR Portfolio S&P 500 Value ETF $SPYV
SteelPeak Wealth LLC lessened its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 55.3% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Waycross Investment Management Co Trims Stock Holdings in Invesco BulletShares 2031 Corporate Bond ETF $BSCV
Waycross Investment Management Co trimmed its holdings in shares of Invesco BulletShares 2031 Corporate Bond ETF (NASDAQ:BSCV – Free Report) by 1.5% during the 2nd quarter, according to its most recent filing with the Securities... More of this article »
Alexander & Baldwin Holdings, Inc. $ALEX is Regency Capital Management Inc. DE’s 6th Largest Position
Regency Capital Management Inc. DE reduced its holdings in shares of Alexander & Baldwin Holdings, Inc. (NYSE:ALEX – Free Report) by 3.7% during the second quarter, according to its most recent 13F filing with the Securities... More of this article »
Elm3 Financial Group LLC Sells 4 Shares of AutoZone, Inc. $AZO
Elm3 Financial Group LLC trimmed its position in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 3.0% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
DT Midstream, Inc. $DTM Shares Sold by Elm3 Financial Group LLC
Elm3 Financial Group LLC lessened its holdings in DT Midstream, Inc. (NYSE:DTM – Free Report) by 8.8% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 5,324 shares of the company’s stock after selling... More of this article »
Drake & Associates LLC Invests $2.61 Million in Republic Services, Inc. $RSG
Drake & Associates LLC acquired a new stake in Republic Services, Inc. (NYSE:RSG – Free Report) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Medtronic PLC $MDT Shares Sold by Relyea Zuckerberg Hanson LLC
Relyea Zuckerberg Hanson LLC trimmed its position in Medtronic PLC (NYSE:MDT – Free Report) by 31.1% in the second quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,766 shares... More of this article »
Relyea Zuckerberg Hanson LLC Boosts Holdings in Analog Devices, Inc. $ADI
Relyea Zuckerberg Hanson LLC grew its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 13.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
2,000 Shares in Nicolet Bankshares Inc. $NIC Bought by Heck Capital Advisors LLC
Heck Capital Advisors LLC purchased a new stake in Nicolet Bankshares Inc. (NYSE:NIC – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
DAVENPORT & Co LLC Grows Stock Holdings in General Dynamics Corporation $GD
DAVENPORT & Co LLC lifted its position in General Dynamics Corporation (NYSE:GD – Free Report) by 0.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
TR Property Investment Trust (LON:TRY) Stock Crosses Below 200 Day Moving Average – Here’s What Happened
Shares of TR Property Investment Trust plc (LON:TRY – Get Free Report) passed below its 200-day moving average during trading on Monday . The stock has a 200-day moving average of GBX 319.20 ($4.30) and traded as low as GBX 315.50... More of this article »
Simplicity Wealth LLC Boosts Stock Holdings in First Trust Low Duration Opportunities ETF $LMBS
Simplicity Wealth LLC lifted its holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 115.7% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 24,346 shares... More of this article »
Capital Advisors Inc. OK Has $343,000 Position in iShares Russell 1000 ETF $IWB
Capital Advisors Inc. OK grew its position in iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 6.3% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,010 shares... More of this article »
Capital Advisors Inc. OK Invests $385,000 in Whirlpool Corporation $WHR
Capital Advisors Inc. OK bought a new position in Whirlpool Corporation (NYSE:WHR – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought... More of this article »
Clarius Group LLC Sells 178 Shares of State Street Corporation $STT
Clarius Group LLC lessened its stake in shares of State Street Corporation (NYSE:STT – Free Report) by 7.0% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 2,365 shares of the asset manager’s stock... More of this article »
OLD National Bancorp IN Cuts Stock Holdings in Air Products and Chemicals, Inc. $APD
OLD National Bancorp IN cut its stake in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 0.7% in the second quarter, HoldingsChannel reports. The firm owned 5,882 shares of the basic materials company’s stock... More of this article »
Valley National Advisers Inc. Has $130,000 Holdings in ARK Genomic Revolution ETF $ARKG
Valley National Advisers Inc. decreased its position in ARK Genomic Revolution ETF (BATS:ARKG – Free Report) by 15.7% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 5,371 shares of... More of this article »
FedEx Corporation $FDX Shares Sold by Clarius Group LLC
Clarius Group LLC decreased its position in FedEx Corporation (NYSE:FDX – Free Report) by 4.1% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
QRG Capital Management Inc. Purchases 325 Shares of Medpace Holdings, Inc. $MEDP
QRG Capital Management Inc. lifted its position in shares of Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) by 2.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Capital Group Core Balanced ETF $CGBL Shares Bought by Seamount Financial Group Inc.
Seamount Financial Group Inc. grew its position in Capital Group Core Balanced ETF (NYSEARCA:CGBL – Free Report) by 19.5% in the second quarter, Holdings Channel.com reports. The fund owned 126,907 shares of the company’s... More of this article »