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Impact Capital Partners LLC Has $901,000 Stock Holdings in Phillips 66 $PSX
Impact Capital Partners LLC lifted its stake in shares of Phillips 66 (NYSE:PSX – Free Report) by 2.1% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor ... More of this article »
OpenEden OpenDollar (USDO) Trading Up 0.1% Over Last 7 Days
OpenEden OpenDollar (USDO) traded down 0.1% against the U.S. dollar during the 1-day period ending at 7:00 AM E.T. on October 1st. Over the last seven days, OpenEden OpenDollar has traded up 0.1% against the U.S. dollar. One OpenEden... More of this article »-S.png?v=2025-01-26&w=240&h=220&zc=2)
Sonic (prev. FTM) Price Tops $0.28 (S)
Sonic (prev. FTM) (S) traded 10.7% higher against the dollar during the twenty-four hour period ending at 7:00 AM ET on October 1st. Sonic (prev. FTM) has a market cap of $908.96 million and $158.71 million worth of Sonic (prev. FTM)... More of this article »
Critical Review: Cadiz (NASDAQ:CDZI) & Moolec Science (NASDAQ:MLEC)
Cadiz (NASDAQ:CDZI – Get Free Report) and Moolec Science (NASDAQ:MLEC – Get Free Report) are both small-cap consumer staples companies, but which is the superior business? We will contrast the two companies based on the... More of this article »
Lithium Stocks To Keep An Eye On – September 30th
QuantumScape, Lithium Americas, Sunrise New Energy, American Battery Technology, and Amprius Technologies are the five Lithium stocks to watch today, according to MarketBeat’s stock screener tool. Lithium stocks are shares... More of this article »
First Pacific Financial Increases Stock Position in Nuveen ESG Large-Cap Growth ETF $NULG
First Pacific Financial raised its holdings in Nuveen ESG Large-Cap Growth ETF (BATS:NULG – Free Report) by 28.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
SPDR S&P 400 Mid Cap Value ETF $MDYV Shares Bought by First Pacific Financial
First Pacific Financial raised its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 1.6% in the 2nd quarter, Holdings Channel reports. The fund owned 358,986 shares of the company’s stock... More of this article »
Forza Wealth Management LLC Takes Position in Dimensional National Municipal Bond ETF $DFNM
Forza Wealth Management LLC acquired a new stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Community Bank & Trust Waco Texas Has $2.33 Million Stock Holdings in BlackRock $BLK
Community Bank & Trust Waco Texas increased its holdings in BlackRock (NYSE:BLK – Free Report) by 1.3% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Community Bank & Trust Waco Texas Has $808,000 Position in TELUS Corporation $TU
Community Bank & Trust Waco Texas grew its holdings in shares of TELUS Corporation (NYSE:TU – Free Report) (TSE:T) by 5.6% during the second quarter, Holdings Channel reports. The firm owned 50,333 shares of the Wireless... More of this article »
One Wealth Advisors LLC Sells 84 Shares of EMCOR Group, Inc. $EME
One Wealth Advisors LLC lessened its stake in shares of EMCOR Group, Inc. (NYSE:EME – Free Report) by 9.3% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 822 shares... More of this article »
Park Place Capital Corp Buys 618 Shares of Realty Income Corporation $O
Park Place Capital Corp increased its holdings in Realty Income Corporation (NYSE:O – Free Report) by 11.2% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Lowery Thomas LLC Increases Holdings in ProShares Ultra QQQ $QLD
Lowery Thomas LLC increased its stake in ProShares Ultra QQQ (NYSEARCA:QLD – Free Report) by 3.5% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,834... More of this article »
AxoGen (NASDAQ:AXGN) Now Covered by HC Wainwright
Equities research analysts at HC Wainwright started coverage on shares of AxoGen (NASDAQ:AXGN – Get Free Report) in a research note issued to investors on Tuesday, Marketbeat.com reports. The brokerage set a “buy”... More of this article »
CB Financial Services (NASDAQ:CBFV) & Community Heritage Financial (OTCMKTS:CMHF) Head-To-Head Review
CB Financial Services (NASDAQ:CBFV – Get Free Report) and Community Heritage Financial (OTCMKTS:CMHF – Get Free Report) are both small-cap finance companies, but which is the better investment? We will contrast the two... More of this article »
Great Wall Motor Company Limited (OTCMKTS:GWLLY) Sees Large Growth in Short Interest
Great Wall Motor Company Limited (OTCMKTS:GWLLY – Get Free Report) was the target of a large growth in short interest in the month of September. As of September 15th, there was short interest totaling 74,500 shares, a growth... More of this article »
Tortilla Mexican Grill (LON:MEX) Shares Down 12.5% – Should You Sell?
Tortilla Mexican Grill plc (LON:MEX – Get Free Report) shares fell 12.5% during mid-day trading on Wednesday . The company traded as low as GBX 35 ($0.47) and last traded at GBX 35 ($0.47). 104,735 shares traded hands during... More of this article »
Vanadiumcorp Resource (CVE:VRB) Trading Down 17.9% – Time to Sell?
Vanadiumcorp Resource Inc (CVE:VRB – Get Free Report) traded down 17.9% during mid-day trading on Wednesday . The stock traded as low as C$0.11 and last traded at C$0.12. 207,179 shares changed hands during mid-day trading, an... More of this article »
Head to Head Survey: Itochu (OTCMKTS:ITOCY) & Calloway’s Nursery (OTCMKTS:CLWY)
Earnings and Valuation This table compares Itochu and Calloway’s Nursery”s revenue, earnings per share and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Itochu $96.69... More of this article »
OneWater Marine (NASDAQ:ONEW) Upgraded at Zacks Research
Zacks Research upgraded shares of OneWater Marine (NASDAQ:ONEW – Free Report) from a strong sell rating to a hold rating in a report issued on Monday,Zacks.com reports. Separately, KeyCorp increased their price objective on OneWater... More of this article »
Trilogy Capital Inc. Boosts Holdings in SPDR Portfolio S&P 500 Value ETF $SPYV
Trilogy Capital Inc. boosted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 4.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Ninety One North America Inc. Acquires 284,141 Shares of Coupang, Inc. $CPNG
Ninety One North America Inc. increased its position in Coupang, Inc. (NYSE:CPNG – Free Report) by 34.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Ninety One North America Inc. Lowers Position in Vale S.A. $VALE
Ninety One North America Inc. lessened its holdings in Vale S.A. (NYSE:VALE – Free Report) by 7.3% during the second quarter, HoldingsChannel reports. The institutional investor owned 2,491,368 shares of the basic materials... More of this article »
Ninety One North America Inc. Decreases Holdings in Intercontinental Exchange Inc. $ICE
Ninety One North America Inc. cut its holdings in shares of Intercontinental Exchange Inc. (NYSE:ICE – Free Report) by 15.3% during the 2nd quarter, HoldingsChannel reports. The fund owned 8,582 shares of the financial services... More of this article »
Invesco BulletShares 2027 Corporate Bond ETF $BSCR Shares Acquired by SMI Advisory Services LLC
SMI Advisory Services LLC increased its position in shares of Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR – Free Report) by 10.7% in the second quarter, according to the company in its most recent Form 13F filing... More of this article »
SPDR MSCI ACWI ex-US ETF $CWI Shares Sold by SMI Advisory Services LLC
SMI Advisory Services LLC trimmed its holdings in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI – Free Report) by 4.5% during the second quarter, Holdings Channel.com reports. The fund owned 16,628 shares of the company’s stock... More of this article »
FactSet Research Systems Inc. $FDS Shares Purchased by Ninety One North America Inc.
Ninety One North America Inc. increased its stake in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 42.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
SMI Advisory Services LLC Has $18.94 Million Stake in Cambria Global Value ETF $GVAL
SMI Advisory Services LLC boosted its position in shares of Cambria Global Value ETF (BATS:GVAL – Free Report) by 2.1% in the 2nd quarter, HoldingsChannel reports. The firm owned 690,431 shares of the company’s stock after... More of this article »
Ameriprise Financial, Inc. $AMP Shares Sold by Alley Investment Management Company LLC
Alley Investment Management Company LLC reduced its position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 5.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Greenleaf Trust Has $2.43 Million Stock Holdings in Johnson Controls International plc $JCI
Greenleaf Trust cut its holdings in Johnson Controls International plc (NYSE:JCI – Free Report) by 2.1% in the second quarter, HoldingsChannel.com reports. The institutional investor owned 22,997 shares of the company’s... More of this article »
Fox Corporation $FOX Shares Sold by OLD Point Trust & Financial Services N A
OLD Point Trust & Financial Services N A cut its stake in Fox Corporation (NASDAQ:FOX – Free Report) by 36.8% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
OLD Point Trust & Financial Services N A Has $955,000 Position in Intel Corporation $INTC
OLD Point Trust & Financial Services N A lowered its position in Intel Corporation (NASDAQ:INTC – Free Report) by 30.8% in the second quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
PBMares Wealth Management LLC Sells 372 Shares of Invesco QQQ $QQQ
PBMares Wealth Management LLC trimmed its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 8.8% in the second quarter, Holdings Channel.com reports. The fund owned 3,851 shares of the exchange traded fund’s... More of this article »
Mitsubishi UFJ Asset Management UK Ltd. Grows Stake in Intuit Inc. $INTU
Mitsubishi UFJ Asset Management UK Ltd. increased its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 61.1% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 5,800 shares of the software maker’s... More of this article »
Cooper Financial Group Has $16.76 Million Stock Holdings in Schwab US Dividend Equity ETF $SCHD
Cooper Financial Group grew its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 6.7% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 632,513 shares of the company’s... More of this article »
Head-To-Head Review: Polaris (NYSE:PII) versus Tesla (NASDAQ:TSLA)
Polaris (NYSE:PII – Get Free Report) and Tesla (NASDAQ:TSLA – Get Free Report) are both auto/tires/trucks companies, but which is the superior business? We will contrast the two companies based on the strength of their... More of this article »
Institute for Wealth Management LLC. Acquires 68 Shares of Axon Enterprise, Inc $AXON
Institute for Wealth Management LLC. increased its holdings in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 0.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
O ROURKE & COMPANY Inc Sells 177 Shares of Goldman Sachs Equal Weight U.S. Large Cap Equity ETF $GSEW
O ROURKE & COMPANY Inc lessened its stake in shares of Goldman Sachs Equal Weight U.S. Large Cap Equity ETF (BATS:GSEW – Free Report) by 1.3% in the 2nd quarter, according to its most recent disclosure with the SEC. The... More of this article »
PepsiCo, Inc. $PEP Shares Acquired by Liberty Capital Management Inc.
Liberty Capital Management Inc. raised its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Wetzel Investment Advisors Inc. Invests $229,000 in Vanguard Short-Term Bond ETF $BSV
Wetzel Investment Advisors Inc. acquired a new stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) during the second quarter, HoldingsChannel.com reports. The fund acquired 2,912 shares of the company’s... More of this article »
CAVA Group (NYSE:CAVA) Sets New 1-Year Low – Time to Sell?
Shares of CAVA Group, Inc. (NYSE:CAVA – Get Free Report) reached a new 52-week low during trading on Wednesday . The company traded as low as $58.33 and last traded at $60.43, with a volume of 5531331 shares. The stock had previously... More of this article »
Independence Realty Trust (NYSE:IRT) Reaches New 52-Week Low – Should You Sell?
Independence Realty Trust, Inc. (NYSE:IRT – Get Free Report) hit a new 52-week low during trading on Wednesday . The company traded as low as $16.13 and last traded at $16.39, with a volume of 2495291 shares changing hands. The... More of this article »
Defiance S&P 500 Target Income ETF (NASDAQ:SPYT) Short Interest Update
Defiance S&P 500 Target Income ETF (NASDAQ:SPYT – Get Free Report) saw a significant drop in short interest in the month of September. As of September 15th, there was short interest totaling 48,000 shares, a drop of 76.8%... More of this article »
ImmuPharma (LON:IMM) Trading Up 28.6% – Should You Buy?
ImmuPharma plc (LON:IMM – Get Free Report) shares rose 28.6% during mid-day trading on Wednesday . The stock traded as high as GBX 12 ($0.16) and last traded at GBX 11.30 ($0.15). Approximately 17,007,168 shares traded hands... More of this article »
Newmont Co. (TSE:NGT) Receives Consensus Rating of “Moderate Buy” from Analysts
Newmont Co. (TSE:NGT – Get Free Report) has been given a consensus rating of “Moderate Buy” by the fourteen ratings firms that are covering the stock, MarketBeat.com reports. Six investment analysts have rated the... More of this article »
3,733 Shares in Heico Corporation $HEI Purchased by Union Bancaire Privee UBP SA
Union Bancaire Privee UBP SA purchased a new position in Heico Corporation (NYSE:HEI – Free Report) in the 2nd quarter, Holdings Channel.com reports. The firm purchased 3,733 shares of the aerospace company’s stock, valued... More of this article »
Chicago Capital LLC Cuts Position in iShares Russell 2000 ETF $IWM
Chicago Capital LLC lessened its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 1.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Dimensional National Municipal Bond ETF $DFNM is PBMares Wealth Management LLC’s 7th Largest Position
PBMares Wealth Management LLC raised its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 4.1% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 509,241 shares... More of this article »