Home » Author Archive
International Assets Investment Management LLC Makes New Investment in Williams Companies, Inc. (The) $WMB
International Assets Investment Management LLC acquired a new stake in Williams Companies, Inc. (The) (NYSE:WMB – Free Report) in the 1st quarter, Holdings Channel reports. The firm acquired 56,367 shares of the pipeline company’s... More of this article »
LGT Fund Management Co Ltd. Purchases 30,640 Shares of Intuitive Surgical, Inc. $ISRG
LGT Fund Management Co Ltd. increased its position in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 565.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Kiniksa Pharmaceuticals International, plc (NASDAQ:KNSA) Receives Consensus Rating of “Buy” from Analysts
Kiniksa Pharmaceuticals International, plc (NASDAQ:KNSA – Get Free Report) has been given a consensus recommendation of “Buy” by the nine analysts that are presently covering the company, Marketbeat Ratings reports.... More of this article »
Keener Financial Planning LLC Acquires New Stake in Schwab U.S. TIPS ETF $SCHP
Keener Financial Planning LLC bought a new position in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) during the 1st quarter, HoldingsChannel reports. The institutional investor bought 19,980 shares of the company’s... More of this article »
CVB Financial Corporation (NASDAQ:CVBF) Given Consensus Rating of “Moderate Buy” by Brokerages
Shares of CVB Financial Corporation (NASDAQ:CVBF – Get Free Report) have received an average rating of “Moderate Buy” from the six analysts that are presently covering the firm, MarketBeat.com reports. Two investment... More of this article »
Towercrest Capital Management Increases Position in iShares Core S&P 500 ETF $IVV
Towercrest Capital Management boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.9% during the 1st quarter, Holdings Channel reports. The fund owned 104,188 shares of the company’s... More of this article »
United Bank Decreases Stock Position in Mondelez International, Inc. $MDLZ
United Bank lessened its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 47.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
SFE Investment Counsel Sells 6,049 Shares of FedEx Corporation $FDX
SFE Investment Counsel cut its holdings in FedEx Corporation (NYSE:FDX – Free Report) by 35.1% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
BrilliA (NYSEAMERICAN:BRIA) Shares Up 2.7% – Here’s Why
Shares of BrilliA Inc (NYSEAMERICAN:BRIA – Get Free Report) were up 2.7% during mid-day trading on Friday . The stock traded as high as $1.5682 and last traded at $1.52. Approximately 2,475 shares were traded during mid-day... More of this article »
Y Intercept Hong Kong Ltd Buys 20,839 Shares of Vornado Realty Trust $VNO
Y Intercept Hong Kong Ltd boosted its stake in shares of Vornado Realty Trust (NYSE:VNO – Free Report) by 111.5% in the first quarter, Holdings Channel reports. The firm owned 39,530 shares of the real estate investment trust’s... More of this article »
Kornitzer Capital Management Inc. KS Has $4.93 Million Holdings in Parker-Hannifin Corporation $PH
Kornitzer Capital Management Inc. KS raised its stake in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 29.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm... More of this article »
Y Intercept Hong Kong Ltd Sells 20,554 Shares of First American Financial Corporation $FAF
Y Intercept Hong Kong Ltd trimmed its position in shares of First American Financial Corporation (NYSE:FAF – Free Report) by 51.3% during the first quarter, Holdings Channel.com reports. The fund owned 19,487 shares of the insurance... More of this article »
Assured Guaranty Ltd. $AGO Shares Sold by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd lessened its holdings in Assured Guaranty Ltd. (NYSE:AGO – Free Report) by 69.7% in the first quarter, HoldingsChannel.com reports. The firm owned 13,766 shares of the financial services provider’s... More of this article »
Sumitomo Mitsui Trust Group Inc. Has $70.22 Million Stock Holdings in Hershey Company (The) $HSY
Sumitomo Mitsui Trust Group Inc. trimmed its stake in shares of Hershey Company (The) (NYSE:HSY – Free Report) by 2.1% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 337,770... More of this article »
Mobilicom (NASDAQ:MOB) Upgraded at Wall Street Zen
Mobilicom (NASDAQ:MOB – Get Free Report) was upgraded by analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a note issued to investors on Sunday. Mobilicom Price Performance Mobilicom... More of this article »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
