Home » Author Archive

Image for Tvardi Therapeutics, Inc. (NASDAQ:TVRD) Given Average Rating of “Moderate Buy” by Analysts

Tvardi Therapeutics, Inc. (NASDAQ:TVRD) Given Average Rating of “Moderate Buy” by Analysts

Shares of Tvardi Therapeutics, Inc. (NASDAQ:TVRD – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the nine brokerages that are presently covering the company, Marketbeat.com... More of this article »
Image for Olema Pharmaceuticals (NASDAQ:OLMA) Upgraded to Sell at Wall Street Zen

Olema Pharmaceuticals (NASDAQ:OLMA) Upgraded to Sell at Wall Street Zen

Olema Pharmaceuticals (NASDAQ:OLMA – Get Free Report) was upgraded by investment analysts at Wall Street Zen from a “strong sell” rating to a “sell” rating in a report issued on Sunday. OLMA has been the... More of this article »
Image for Nutex Health (NASDAQ:NUTX) Upgraded by Wall Street Zen to “Strong-Buy” Rating

Nutex Health (NASDAQ:NUTX) Upgraded by Wall Street Zen to “Strong-Buy” Rating

Nutex Health (NASDAQ:NUTX – Get Free Report) was upgraded by research analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a research report issued to clients and investors on Sunday. Other... More of this article »
Image for Simplicity Wealth LLC Buys 65,522 Shares of Invesco Variable Rate Investment Grade ETF $VRIG

Simplicity Wealth LLC Buys 65,522 Shares of Invesco Variable Rate Investment Grade ETF $VRIG

Simplicity Wealth LLC boosted its stake in shares of Invesco Variable Rate Investment Grade ETF (NASDAQ:VRIG – Free Report) by 286.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Summit Financial Strategies Inc. Cuts Stock Position in Schwab US Small-Cap ETF $SCHA

Summit Financial Strategies Inc. Cuts Stock Position in Schwab US Small-Cap ETF $SCHA

Summit Financial Strategies Inc. cut its position in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 18.8% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Pittenger & Anderson Inc. Purchases 19,547 Shares of iShares MSCI EAFE ETF $EFA

Pittenger & Anderson Inc. Purchases 19,547 Shares of iShares MSCI EAFE ETF $EFA

Pittenger & Anderson Inc. raised its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 6.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Trulieve Cannabis (NYSE:TRLV) Cut to “Buy” at Wall Street Zen

Trulieve Cannabis (NYSE:TRLV) Cut to “Buy” at Wall Street Zen

Trulieve Cannabis (NYSE:TRLV – Get Free Report) was downgraded by Wall Street Zen from a “strong-buy” rating to a “buy” rating in a research report issued to clients and investors on Sunday. TRLV has been... More of this article »
Image for Kaizen Financial Strategies Has $3.16 Million Stock Holdings in Vanguard Dividend Appreciation ETF $VIG

Kaizen Financial Strategies Has $3.16 Million Stock Holdings in Vanguard Dividend Appreciation ETF $VIG

Kaizen Financial Strategies decreased its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 18.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for UNIVEST FINANCIAL Corp Purchases 11,436 Shares of Accenture PLC $ACN

UNIVEST FINANCIAL Corp Purchases 11,436 Shares of Accenture PLC $ACN

UNIVEST FINANCIAL Corp grew its position in Accenture PLC (NYSE:ACN – Free Report) by 61.0% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 30,185 shares of the information technology... More of this article »
Image for FT Vest U.S. Equity Max Buffer ETF – January (BATS:JANM) Short Interest Update

FT Vest U.S. Equity Max Buffer ETF – January (BATS:JANM) Short Interest Update

FT Vest U.S. Equity Max Buffer ETF – January (BATS:JANM – Get Free Report) saw a large growth in short interest in the month of June. As of June 30th, there was short interest totaling 24 shares, a growth of 300.0% from... More of this article »
Image for Midwest Trust Co Purchases 19,123 Shares of Vanguard FTSE Emerging Markets ETF $VWO

Midwest Trust Co Purchases 19,123 Shares of Vanguard FTSE Emerging Markets ETF $VWO

Midwest Trust Co raised its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 5.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Midwest Trust Co Raises Stock Holdings in Intuitive Surgical, Inc. $ISRG

Midwest Trust Co Raises Stock Holdings in Intuitive Surgical, Inc. $ISRG

Midwest Trust Co boosted its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 7.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Midwest Trust Co Purchases 11,281 Shares of CocaCola Company (The) $KO

Midwest Trust Co Purchases 11,281 Shares of CocaCola Company (The) $KO

Midwest Trust Co increased its position in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 3.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for S. R. Schill & Associates Makes New Investment in Global X Data Center & Digital Infrastructure ETF $DTCR

S. R. Schill & Associates Makes New Investment in Global X Data Center & Digital Infrastructure ETF $DTCR

S. R. Schill & Associates acquired a new stake in Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Sumitomo Mitsui Trust Group Inc. Sells 285,675 Shares of Johnson & Johnson $JNJ

Sumitomo Mitsui Trust Group Inc. Sells 285,675 Shares of Johnson & Johnson $JNJ

Sumitomo Mitsui Trust Group Inc. trimmed its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 4.8% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for American Eagle Outfitters (NYSE:AEO) Lowered to “Hold” Rating by Wall Street Zen

American Eagle Outfitters (NYSE:AEO) Lowered to “Hold” Rating by Wall Street Zen

American Eagle Outfitters (NYSE:AEO – Get Free Report) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report released on Sunday. AEO has been the topic... More of this article »
Image for Burlington Stores (NYSE:BURL) Rating Lowered to “Hold” at Wall Street Zen

Burlington Stores (NYSE:BURL) Rating Lowered to “Hold” at Wall Street Zen

Burlington Stores (NYSE:BURL – Get Free Report) was downgraded by investment analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Sunday. Other... More of this article »
Image for Rossmore Private Capital Trims Holdings in Vanguard FTSE Developed Markets ETF $VEA

Rossmore Private Capital Trims Holdings in Vanguard FTSE Developed Markets ETF $VEA

Rossmore Private Capital lowered its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Markel Group Inc. Buys 9,000 Shares of Canadian National Railway Company $CNI

Markel Group Inc. Buys 9,000 Shares of Canadian National Railway Company $CNI

Markel Group Inc. raised its stake in shares of Canadian National Railway Company (NYSE:CNI – Free Report) (TSE:CNR) by 20.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Esports Stocks Worth Watching – July 12th

Esports Stocks Worth Watching – July 12th

Allied Gaming & Entertainment, Motorsport Games, NIP Group, Esports Entertainment Group, Esports Entertainment Group, EBET, and Esports Entertainment Group are the seven Esports stocks to watch today, according to MarketBeat’s... More of this article »
Image for Top Nuclear Stocks To Add to Your Watchlist – July 12th

Top Nuclear Stocks To Add to Your Watchlist – July 12th

Oklo, NuScale Power, and BWX Technologies are the three Nuclear stocks to watch today, according to MarketBeat’s stock screener tool. “Nuclear stocks” are shares of companies involved in the nuclear power industry, such... More of this article »
Image for Bertrandt Aktiengesellschaft (ETR:BDT) Trading Down 1.8%  – Here’s Why

Bertrandt Aktiengesellschaft (ETR:BDT) Trading Down 1.8% – Here’s Why

Bertrandt Aktiengesellschaft (ETR:BDT – Get Free Report)’s share price traded down 1.8% on Friday . The company traded as low as €8.50 and last traded at €8.62. Approximately 13,637 shares traded hands during mid-day... More of this article »
Image for Sequoia Financial Advisors LLC Buys 11,961 Shares of Kratos Defense & Security Solutions, Inc. $KTOS

Sequoia Financial Advisors LLC Buys 11,961 Shares of Kratos Defense & Security Solutions, Inc. $KTOS

Sequoia Financial Advisors LLC increased its stake in Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS – Free Report) by 12.4% in the first quarter, Holdings Channel.com reports. The firm owned 108,541 shares of the... More of this article »
Image for JPMorgan Core Plus Bond ETF $JCPB is Summit Financial Strategies Inc.’s 2nd Largest Position

JPMorgan Core Plus Bond ETF $JCPB is Summit Financial Strategies Inc.’s 2nd Largest Position

Summit Financial Strategies Inc. lifted its position in JPMorgan Core Plus Bond ETF (BATS:JCPB – Free Report) by 7.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Sequoia Financial Advisors LLC Purchases 8,427 Shares of Williams-Sonoma, Inc. $WSM

Sequoia Financial Advisors LLC Purchases 8,427 Shares of Williams-Sonoma, Inc. $WSM

Sequoia Financial Advisors LLC grew its position in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 14.5% in the 1st quarter, HoldingsChannel.com reports. The firm owned 66,559 shares of the specialty retailer’s stock... More of this article »
Image for Sequoia Financial Advisors LLC Has $11.02 Million Stock Position in Schwab US Broad Market ETF $SCHB

Sequoia Financial Advisors LLC Has $11.02 Million Stock Position in Schwab US Broad Market ETF $SCHB

Sequoia Financial Advisors LLC trimmed its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 6.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Sequoia Financial Advisors LLC Boosts Stock Holdings in Vanguard Total International Stock ETF $VXUS

Sequoia Financial Advisors LLC Boosts Stock Holdings in Vanguard Total International Stock ETF $VXUS

Sequoia Financial Advisors LLC lifted its position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 7.5% in the 1st quarter, HoldingsChannel.com reports. The fund owned 186,431 shares of the company’s... More of this article »
Image for Sequoia Financial Advisors LLC Increases Stock Position in Altria Group, Inc. $MO

Sequoia Financial Advisors LLC Increases Stock Position in Altria Group, Inc. $MO

Sequoia Financial Advisors LLC raised its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 9.6% in the 1st quarter, Holdings Channel reports. The firm owned 130,297 shares of the company’s stock after acquiring... More of this article »
Image for Summit Financial Strategies Inc. Acquires 2,404 Shares of Packaging Corporation of America $PKG

Summit Financial Strategies Inc. Acquires 2,404 Shares of Packaging Corporation of America $PKG

Summit Financial Strategies Inc. grew its holdings in shares of Packaging Corporation of America (NYSE:PKG – Free Report) by 1.0% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 245,657 shares... More of this article »
Image for Willis Towers Watson Public Limited Company $WTW Holdings Decreased by Sumitomo Mitsui Trust Group Inc.

Willis Towers Watson Public Limited Company $WTW Holdings Decreased by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. reduced its position in shares of Willis Towers Watson Public Limited Company (NASDAQ:WTW – Free Report) by 7.5% during the 1st quarter, according to the company in its most recent filing with... More of this article »
Image for Swedbank AB Sells 9,957 Shares of HubSpot, Inc. $HUBS

Swedbank AB Sells 9,957 Shares of HubSpot, Inc. $HUBS

Swedbank AB lowered its holdings in HubSpot, Inc. (NYSE:HUBS – Free Report) by 67.1% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,879 shares... More of this article »
Image for Resona Asset Management Co. Ltd. Grows Stake in NetApp, Inc. $NTAP

Resona Asset Management Co. Ltd. Grows Stake in NetApp, Inc. $NTAP

Resona Asset Management Co. Ltd. grew its stake in shares of NetApp, Inc. (NASDAQ:NTAP – Free Report) by 5.0% in the 1st quarter, Holdings Channel.com reports. The fund owned 65,633 shares of the data storage provider’s... More of this article »
Image for Promising Water Stocks To Watch Now – July 9th

Promising Water Stocks To Watch Now – July 9th

CocaCola, IDEXX Laboratories, and NuScale Power are the three Water stocks to watch today, according to MarketBeat’s stock screener tool. In stock market investing, **water stocks** refer to the shares of companies involved... More of this article »
Image for Promising Biotech Stocks To Consider – July 12th

Promising Biotech Stocks To Consider – July 12th

Danaher, Vertex Pharmaceuticals, and Moderna are the three Biotech stocks to watch today, according to MarketBeat’s stock screener tool. Biotech stocks are shares of publicly traded companies focused on biotechnology, such... More of this article »
Image for Resona Asset Management Co. Ltd. Buys 6,661 Shares of Interactive Brokers Group, Inc. $IBKR

Resona Asset Management Co. Ltd. Buys 6,661 Shares of Interactive Brokers Group, Inc. $IBKR

Resona Asset Management Co. Ltd. boosted its stake in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 5.1% in the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Swedbank AB Has $3.77 Million Stock Holdings in National Storage Affiliates Trust $NSA

Swedbank AB Has $3.77 Million Stock Holdings in National Storage Affiliates Trust $NSA

Swedbank AB reduced its position in National Storage Affiliates Trust (NYSE:NSA – Free Report) by 47.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for ADT Inc. $ADT Shares Purchased by New York State Teachers Retirement System

ADT Inc. $ADT Shares Purchased by New York State Teachers Retirement System

New York State Teachers Retirement System boosted its holdings in ADT Inc. (NYSE:ADT – Free Report) by 390.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 231,123... More of this article »
Image for Carnegie Investment Counsel Raises Stock Holdings in Norfolk Southern Corporation $NSC

Carnegie Investment Counsel Raises Stock Holdings in Norfolk Southern Corporation $NSC

Carnegie Investment Counsel raised its position in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 5.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for SG Americas Securities LLC Sells 30,161 Shares of SharkNinja, Inc. $SN

SG Americas Securities LLC Sells 30,161 Shares of SharkNinja, Inc. $SN

SG Americas Securities LLC trimmed its position in SharkNinja, Inc. (NYSE:SN – Free Report) by 93.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,192... More of this article »
Image for Commonwealth of Pennsylvania Public School Empls Retrmt SYS Reduces Stock Position in American Electric Power Company, Inc. $AEP

Commonwealth of Pennsylvania Public School Empls Retrmt SYS Reduces Stock Position in American Electric Power Company, Inc. $AEP

Commonwealth of Pennsylvania Public School Empls Retrmt SYS cut its holdings in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 10.0% during the first quarter, HoldingsChannel.com reports. The institutional... More of this article »
Image for Diversify Wealth Management LLC Has $54.24 Million Position in Dimensional US Core Equity Market ETF $DFAU

Diversify Wealth Management LLC Has $54.24 Million Position in Dimensional US Core Equity Market ETF $DFAU

Diversify Wealth Management LLC lessened its holdings in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) by 1.5% during the 1st quarter, Holdings Channel.com reports. The fund owned 1,105,138 shares... More of this article »
Image for Castle Wealth Management LLC Buys 25,739 Shares of First Trust Short Duration Managed Municipal ETF $FSMB

Castle Wealth Management LLC Buys 25,739 Shares of First Trust Short Duration Managed Municipal ETF $FSMB

Castle Wealth Management LLC raised its position in First Trust Short Duration Managed Municipal ETF (NYSEARCA:FSMB – Free Report) by 98.2% in the first quarter, according to its most recent disclosure with the SEC. The firm... More of this article »
Image for Pictet Asset Management Holding SA Reduces Position in ADMA Biologics Inc $ADMA

Pictet Asset Management Holding SA Reduces Position in ADMA Biologics Inc $ADMA

Pictet Asset Management Holding SA cut its holdings in ADMA Biologics Inc (NASDAQ:ADMA – Free Report) by 74.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Ferguson Wellman Capital Management Inc. Makes New $23.93 Million Investment in Sony Corporation $SONY

Ferguson Wellman Capital Management Inc. Makes New $23.93 Million Investment in Sony Corporation $SONY

Ferguson Wellman Capital Management Inc. bought a new stake in Sony Corporation (NYSE:SONY – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Johnson & Johnson $JNJ Shares Sold by First National Bank & Trust Co. of Newtown

Johnson & Johnson $JNJ Shares Sold by First National Bank & Trust Co. of Newtown

First National Bank & Trust Co. of Newtown lessened its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 7.7% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Eastern Bankshares, Inc. (NASDAQ:EBC) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Eastern Bankshares, Inc. (NASDAQ:EBC) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Eastern Bankshares, Inc. (NASDAQ:EBC – Get Free Report) has earned an average rating of “Moderate Buy” from the nine research firms that are currently covering the stock, Marketbeat reports. Two equities research... More of this article »
Image for CeriBell, Inc. (NASDAQ:CBLL) Receives Average Recommendation of “Moderate Buy” from Analysts

CeriBell, Inc. (NASDAQ:CBLL) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of CeriBell, Inc. (NASDAQ:CBLL – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the six research firms that are presently covering the firm, Marketbeat.com reports. One... More of this article »
Image for Cullinan Associates Inc. Sells 8,775 Shares of Bristol Myers Squibb Company $BMY

Cullinan Associates Inc. Sells 8,775 Shares of Bristol Myers Squibb Company $BMY

Cullinan Associates Inc. trimmed its position in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 17.2% during the first quarter, HoldingsChannel reports. The firm owned 42,219 shares of the biopharmaceutical... More of this article »
Image for Citizens Financial Group Inc. RI Has $18.44 Million Position in Vanguard Dividend Appreciation ETF $VIG

Citizens Financial Group Inc. RI Has $18.44 Million Position in Vanguard Dividend Appreciation ETF $VIG

Citizens Financial Group Inc. RI cut its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 4.6% during the 1st quarter, HoldingsChannel reports. The firm owned 85,732 shares of the company’s... More of this article »
Image for Cullinan Associates Inc. Sells 5,341 Shares of Lowe’s Companies, Inc. $LOW

Cullinan Associates Inc. Sells 5,341 Shares of Lowe’s Companies, Inc. $LOW

Cullinan Associates Inc. trimmed its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 8.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »