Home » Author Archive

Successful Portfolios LLC Purchases Shares of 4,400 NexPoint Residential Trust, Inc. (NYSE:NXRT)

Successful Portfolios LLC Purchases Shares of 4,400 NexPoint Residential Trust, Inc. (NYSE:NXRT)

Successful Portfolios LLC purchased a new stake in shares of NexPoint Residential Trust, Inc. (NYSE:NXRT) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... 
Walmart Inc. (NYSE:WMT) Holdings Raised by Successful Portfolios LLC

Walmart Inc. (NYSE:WMT) Holdings Raised by Successful Portfolios LLC

Successful Portfolios LLC increased its stake in Walmart Inc. (NYSE:WMT) by 3.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 15,256... 
Privatix (PRIX)  Trading 32.6% Lower  Over Last 7 Days

Privatix (PRIX) Trading 32.6% Lower Over Last 7 Days

Privatix (CURRENCY:PRIX) traded 27.2% lower against the U.S. dollar during the 1 day period ending at 12:00 PM Eastern on April 22nd. During the last week, Privatix has traded 32.6% lower against the U.S. dollar. One Privatix coin... 
Limestone Bancorp (NASDAQ:LMST) Issues Quarterly  Earnings Results, Beats Estimates By $0.12 EPS

Limestone Bancorp (NASDAQ:LMST) Issues Quarterly Earnings Results, Beats Estimates By $0.12 EPS

Limestone Bancorp (NASDAQ:LMST) posted its quarterly earnings results on Tuesday. The company reported $0.43 earnings per share (EPS) for the quarter, beating the Zacks’ consensus estimate of $0.31 by $0.12, MarketWatch Earnings... 
William Blair Weighs in on Edwards Lifesciences Co.’s Q2 2021 Earnings (NYSE:EW)

William Blair Weighs in on Edwards Lifesciences Co.’s Q2 2021 Earnings (NYSE:EW)

Edwards Lifesciences Co. (NYSE:EW) – Equities researchers at William Blair boosted their Q2 2021 EPS estimates for shares of Edwards Lifesciences in a report released on Tuesday, April 20th. William Blair analyst M. Kaczor... 
Marshall Financial Group LLC Acquires 636 Shares of Intel Co. (NASDAQ:INTC)

Marshall Financial Group LLC Acquires 636 Shares of Intel Co. (NASDAQ:INTC)

Marshall Financial Group LLC raised its holdings in shares of Intel Co. (NASDAQ:INTC) by 3.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... 
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH Acquires 29,461 Shares of The Home Depot, Inc. (NYSE:HD)

MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH Acquires 29,461 Shares of The Home Depot, Inc. (NYSE:HD)

MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH raised its holdings in The Home Depot, Inc. (NYSE:HD) by 262.7% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 40,675 shares of... 
Etherisc DIP Token (DIP) Price Tops $0.30 on Top Exchanges

Etherisc DIP Token (DIP) Price Tops $0.30 on Top Exchanges

Etherisc DIP Token (CURRENCY:DIP) traded 8.8% higher against the dollar during the 1 day period ending at 12:00 PM E.T. on April 22nd. Etherisc DIP Token has a total market capitalization of $54.77 million and $791,900.00 worth of... 
Leslie’s (NASDAQ:LESL) Trading Up 5.5%

Leslie’s (NASDAQ:LESL) Trading Up 5.5%

Leslie’s, Inc. (NASDAQ:LESL)’s share price traded up 5.5% during mid-day trading on Thursday . The company traded as high as $27.25 and last traded at $27.10. 6,722 shares traded hands during mid-day trading, a decline... 
Heritage Way Advisors LLC Sells 7,712 Shares of PLx Pharma Inc. (NASDAQ:PLXP)

Heritage Way Advisors LLC Sells 7,712 Shares of PLx Pharma Inc. (NASDAQ:PLXP)

Heritage Way Advisors LLC decreased its position in shares of PLx Pharma Inc. (NASDAQ:PLXP) by 18.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 34,000... 
Starbucks Co. (NASDAQ:SBUX) Shares Acquired by MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH

Starbucks Co. (NASDAQ:SBUX) Shares Acquired by MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH

MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH increased its position in shares of Starbucks Co. (NASDAQ:SBUX) by 232.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... 
Marshall Financial Group LLC Raises Stake in Adobe Inc. (NASDAQ:ADBE)

Marshall Financial Group LLC Raises Stake in Adobe Inc. (NASDAQ:ADBE)

Marshall Financial Group LLC raised its position in Adobe Inc. (NASDAQ:ADBE) by 4.3% in the first quarter, Holdings Channel reports. The fund owned 2,532 shares of the software company’s stock after buying an additional 104... 
Adobe Inc. (NASDAQ:ADBE) Shares Acquired by Sky Investment Group LLC

Adobe Inc. (NASDAQ:ADBE) Shares Acquired by Sky Investment Group LLC

Sky Investment Group LLC increased its stake in shares of Adobe Inc. (NASDAQ:ADBE) by 10.5% in the first quarter, HoldingsChannel.com reports. The firm owned 1,527 shares of the software company’s stock after buying an additional... 
Marshall Financial Group LLC Has $1.74 Million Stock Holdings in Mastercard Incorporated (NYSE:MA)

Marshall Financial Group LLC Has $1.74 Million Stock Holdings in Mastercard Incorporated (NYSE:MA)

Marshall Financial Group LLC boosted its stake in Mastercard Incorporated (NYSE:MA) by 1.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,899 shares... 
Gibraltar Capital Management Inc. Sells 1,795 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Gibraltar Capital Management Inc. Sells 1,795 Shares of iShares Core MSCI EAFE ETF (BATS:IEFA)

Gibraltar Capital Management Inc. lessened its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 32.4% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... 
Unison Advisors LLC Purchases 149 Shares of Lennar Co. (NYSE:LEN)

Unison Advisors LLC Purchases 149 Shares of Lennar Co. (NYSE:LEN)

Unison Advisors LLC raised its stake in shares of Lennar Co. (NYSE:LEN) by 0.3% during the first quarter, HoldingsChannel reports. The firm owned 44,218 shares of the construction company’s stock after buying an additional 149... 
iShares MSCI EAFE Value ETF (BATS:EFV) Shares Sold by Unison Advisors LLC

iShares MSCI EAFE Value ETF (BATS:EFV) Shares Sold by Unison Advisors LLC

Unison Advisors LLC lowered its position in shares of iShares MSCI EAFE Value ETF (BATS:EFV) by 10.1% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 40,856 shares of the company’s... 
Amcor (AMCR) – Analysts’ Weekly Ratings Changes

Amcor (AMCR) – Analysts’ Weekly Ratings Changes

Amcor (NYSE: AMCR) recently received a number of ratings updates from brokerages and research firms: 4/21/2021 – Amcor was downgraded by analysts at Macquarie from an “outperform” rating to a “neutral”... 
Tributary Capital Management LLC Sells 37,500 Shares of Dropbox, Inc. (NASDAQ:DBX)

Tributary Capital Management LLC Sells 37,500 Shares of Dropbox, Inc. (NASDAQ:DBX)

Tributary Capital Management LLC lowered its position in Dropbox, Inc. (NASDAQ:DBX) by 44.8% in the 1st quarter, Holdings Channel reports. The firm owned 46,200 shares of the company’s stock after selling 37,500 shares during... 
Bartlett & Co. LLC Trims Holdings in Chevron Co. (NYSE:CVX)

Bartlett & Co. LLC Trims Holdings in Chevron Co. (NYSE:CVX)

Bartlett & Co. LLC cut its position in shares of Chevron Co. (NYSE:CVX) by 11.4% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 78,408 shares of the oil and gas company’s stock after... 
Orange (NYSE:ORAN) Shares Gap Down to $12.70

Orange (NYSE:ORAN) Shares Gap Down to $12.70

Orange S.A. (NYSE:ORAN) gapped down before the market opened on Thursday . The stock had previously closed at $12.70, but opened at $12.35. Orange shares last traded at $12.36, with a volume of 6,512 shares. ORAN has been the topic... 
Telemus Capital LLC Sells 4,379 Shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Telemus Capital LLC Sells 4,379 Shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Telemus Capital LLC cut its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV) by 2.1% in the 1st quarter, HoldingsChannel.com reports. The fund owned 201,618 shares of the company’s stock after selling 4,379 shares during... 
Telemus Capital LLC Decreases Stake in BorgWarner Inc. (NYSE:BWA)

Telemus Capital LLC Decreases Stake in BorgWarner Inc. (NYSE:BWA)

Telemus Capital LLC reduced its position in BorgWarner Inc. (NYSE:BWA) by 0.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 103,661 shares... 
Texas Instruments Incorporated (NASDAQ:TXN) Shares Sold by Douglas Lane & Associates LLC

Texas Instruments Incorporated (NASDAQ:TXN) Shares Sold by Douglas Lane & Associates LLC

Douglas Lane & Associates LLC trimmed its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 8.1% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 1,746 shares of the semiconductor... 
Marshall Financial Group LLC Boosts Stake in Zoetis Inc. (NYSE:ZTS)

Marshall Financial Group LLC Boosts Stake in Zoetis Inc. (NYSE:ZTS)

Marshall Financial Group LLC boosted its stake in Zoetis Inc. (NYSE:ZTS) by 5.2% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,985 shares of the company’s... 
Bowling Portfolio Management LLC Trims Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Bowling Portfolio Management LLC Trims Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Bowling Portfolio Management LLC cut its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 51.5% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... 
AT&T Inc. (NYSE:T) Shares Bought by Busey Wealth Management

AT&T Inc. (NYSE:T) Shares Bought by Busey Wealth Management

Busey Wealth Management raised its holdings in AT&T Inc. (NYSE:T) by 3.8% in the first quarter, Holdings Channel.com reports. The fund owned 90,535 shares of the technology company’s stock after buying an additional 3,313... 
Pool (NASDAQ:POOL) Issues FY21 Earnings Guidance

Pool (NASDAQ:POOL) Issues FY21 Earnings Guidance

Pool (NASDAQ:POOL) issued an update on its FY21 earnings guidance on Thursday morning. The company provided earnings per share guidance of $11.85-12.60 for the period, compared to the Thomson Reuters consensus earnings per share estimate... 
KT (NYSE:KT) Hits New 12-Month High at $13.09

KT (NYSE:KT) Hits New 12-Month High at $13.09

Shares of KT Co. (NYSE:KT) hit a new 52-week high on Thursday . The stock traded as high as $13.09 and last traded at $13.09, with a volume of 5065 shares trading hands. The stock had previously closed at $13.00. Several research firms... 
Informa plc (LON:INF) Given Consensus Recommendation of “Buy” by Analysts

Informa plc (LON:INF) Given Consensus Recommendation of “Buy” by Analysts

Shares of Informa plc (LON:INF) have been assigned a consensus rating of “Buy” from the ten research firms that are presently covering the firm, MarketBeat Ratings reports. Three analysts have rated the stock with a hold... 
Allegro MicroSystems, Inc. (NASDAQ:ALGM) Given Consensus Recommendation of “Buy” by Brokerages

Allegro MicroSystems, Inc. (NASDAQ:ALGM) Given Consensus Recommendation of “Buy” by Brokerages

Allegro MicroSystems, Inc. (NASDAQ:ALGM) has been assigned a consensus recommendation of “Buy” from the eight ratings firms that are presently covering the company, Marketbeat Ratings reports. Eight research analysts have... 
Oregon Public Employees Retirement Fund Purchases 7,383 Shares of Ford Motor (NYSE:F)

Oregon Public Employees Retirement Fund Purchases 7,383 Shares of Ford Motor (NYSE:F)

Oregon Public Employees Retirement Fund boosted its position in Ford Motor (NYSE:F) by 0.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund... 
Tenet Healthcare (NYSE:THC) Releases Q2 Earnings Guidance

Tenet Healthcare (NYSE:THC) Releases Q2 Earnings Guidance

Tenet Healthcare (NYSE:THC) issued an update on its second quarter earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of $0.69-1.39 for the period, compared to the Thomson Reuters consensus... 
Cabot Wealth Management Inc. Has $12.42 Million Stake in Newmont Co. (NYSE:NEM)

Cabot Wealth Management Inc. Has $12.42 Million Stake in Newmont Co. (NYSE:NEM)

Cabot Wealth Management Inc. lifted its position in shares of Newmont Co. (NYSE:NEM) by 11.4% in the 1st quarter, Holdings Channel reports. The institutional investor owned 206,075 shares of the basic materials company’s stock... 
Beer Money (BEER) Market Cap Reaches $320,318.02

Beer Money (BEER) Market Cap Reaches $320,318.02

Beer Money (CURRENCY:BEER) traded down 18.1% against the dollar during the 1-day period ending at 10:00 AM Eastern on April 22nd. Beer Money has a market capitalization of $320,318.02 and $1,003.00 worth of Beer Money was traded on... 
First Trust New Opportunities MLP & Energy Fund (FPL) to Issue Monthly Dividend of $0.04 on  May 17th

First Trust New Opportunities MLP & Energy Fund (FPL) to Issue Monthly Dividend of $0.04 on May 17th

First Trust New Opportunities MLP & Energy Fund (NYSE:FPL) declared a monthly dividend on Tuesday, April 20th, Zacks reports. Shareholders of record on Tuesday, May 4th will be given a dividend of 0.038 per share by the investment... 
V Wealth Advisors LLC Has $5.02 Million Holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

V Wealth Advisors LLC Has $5.02 Million Holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

V Wealth Advisors LLC grew its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) by 55.7% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,457... 
Sterling Manor Financial LLC Purchases New Shares in The Bank of Nova Scotia (NYSE:BNS)

Sterling Manor Financial LLC Purchases New Shares in The Bank of Nova Scotia (NYSE:BNS)

Sterling Manor Financial LLC purchased a new position in shares of The Bank of Nova Scotia (NYSE:BNS) (TSE:BNS) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... 
Hims & Hers Health (NYSE:HIMS) Research Coverage Started at Truist

Hims & Hers Health (NYSE:HIMS) Research Coverage Started at Truist

Truist initiated coverage on shares of Hims & Hers Health (NYSE:HIMS) in a research note issued to investors on Wednesday, Briefing.com reports. The firm issued a hold rating and a $12.00 price objective on the stock. Other equities... 
SafeCapital Price Tops $0.0685 on Top Exchanges (SCAP)

SafeCapital Price Tops $0.0685 on Top Exchanges (SCAP)

SafeCapital (CURRENCY:SCAP) traded 11.8% higher against the U.S. dollar during the 24-hour period ending at 9:00 AM ET on April 22nd. One SafeCapital coin can currently be purchased for $0.0685 or 0.00000124 BTC on cryptocurrency... 
Rogers Communications (NYSE:RCI) Announces  Earnings Results

Rogers Communications (NYSE:RCI) Announces Earnings Results

Rogers Communications (NYSE:RCI) (TSE:RCI.B) announced its quarterly earnings results on Wednesday. The Wireless communications provider reported $0.77 earnings per share for the quarter, topping analysts’ consensus estimates... 
Q2 2021 EPS Estimates for Interactive Brokers Group, Inc. (NASDAQ:IBKR) Boosted by Piper Sandler

Q2 2021 EPS Estimates for Interactive Brokers Group, Inc. (NASDAQ:IBKR) Boosted by Piper Sandler

Interactive Brokers Group, Inc. (NASDAQ:IBKR) – Stock analysts at Piper Sandler raised their Q2 2021 EPS estimates for shares of Interactive Brokers Group in a research report issued to clients and investors on Tuesday, April... 
Robert Half International (NYSE:RHI) Announces Quarterly  Earnings Results, Beats Estimates By $0.19 EPS

Robert Half International (NYSE:RHI) Announces Quarterly Earnings Results, Beats Estimates By $0.19 EPS

Robert Half International (NYSE:RHI) posted its quarterly earnings results on Tuesday. The business services provider reported $0.98 EPS for the quarter, beating the Thomson Reuters’ consensus estimate of $0.79 by $0.19, MarketWatch... 
Hartford Total Return Bond ETF (NYSEARCA:HTRB) is Marshall Financial Group LLC’s Largest Position

Hartford Total Return Bond ETF (NYSEARCA:HTRB) is Marshall Financial Group LLC’s Largest Position

Marshall Financial Group LLC boosted its position in Hartford Total Return Bond ETF (NYSEARCA:HTRB) by 4.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... 
Canaccord Genuity Raises The Toronto-Dominion Bank (NYSE:TD) Price Target to $86.50

Canaccord Genuity Raises The Toronto-Dominion Bank (NYSE:TD) Price Target to $86.50

The Toronto-Dominion Bank (NYSE:TD) (TSE:TD) had its target price lifted by Canaccord Genuity from $83.00 to $86.50 in a research report report published on Wednesday, The Fly reports. The firm currently has a hold rating on the bank’s... 
Marshall Financial Group LLC Increases Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Marshall Financial Group LLC Increases Stock Holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Marshall Financial Group LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) by 5.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
Marshall Financial Group LLC Purchases 805 Shares of Novo Nordisk A/S (NYSE:NVO)

Marshall Financial Group LLC Purchases 805 Shares of Novo Nordisk A/S (NYSE:NVO)

Marshall Financial Group LLC increased its position in Novo Nordisk A/S (NYSE:NVO) by 5.8% in the first quarter, Holdings Channel.com reports. The fund owned 14,628 shares of the company’s stock after acquiring an additional... 
Tributary Capital Management LLC Lowers Stock Position in Lamb Weston Holdings, Inc. (NYSE:LW)

Tributary Capital Management LLC Lowers Stock Position in Lamb Weston Holdings, Inc. (NYSE:LW)

Tributary Capital Management LLC lowered its position in shares of Lamb Weston Holdings, Inc. (NYSE:LW) by 3.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... 
Dycom Industries, Inc. (NYSE:DY) Shares Sold by IVC Wealth Advisors LLC

Dycom Industries, Inc. (NYSE:DY) Shares Sold by IVC Wealth Advisors LLC

IVC Wealth Advisors LLC reduced its holdings in shares of Dycom Industries, Inc. (NYSE:DY) by 37.0% in the 1st quarter, HoldingsChannel reports. The fund owned 2,550 shares of the construction company’s stock after selling 1,500... 
IVC Wealth Advisors LLC Has $707,000 Stock Holdings in Global X Super Income Preferred ETF (NYSEARCA:SPFF)

IVC Wealth Advisors LLC Has $707,000 Stock Holdings in Global X Super Income Preferred ETF (NYSEARCA:SPFF)

IVC Wealth Advisors LLC reduced its position in Global X Super Income Preferred ETF (NYSEARCA:SPFF) by 8.2% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 59,464 shares of the company’s...