Home » Author Archive
Sentinel Wealth Management Inc. Buys 17,739 Shares of Dimensional International Core Equity Market ETF $DFAI
Sentinel Wealth Management Inc. increased its stake in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 8.9% during the 1st quarter, according to the company in its most recent 13F filing with... More of this article »
International Assets Investment Management LLC Sells 880,768 Shares of Eagle Point Credit Company Inc. $ECC
International Assets Investment Management LLC decreased its holdings in shares of Eagle Point Credit Company Inc. (NYSE:ECC – Free Report) by 68.9% in the 1st quarter, HoldingsChannel reports. The firm owned 397,427 shares... More of this article »
Independence Bank of Kentucky Reduces Holdings in Johnson & Johnson $JNJ
Independence Bank of Kentucky decreased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 6.1% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Gloo (NASDAQ:GLOO) and FreeCast (Direct Listing) (NASDAQ:CAST) Financial Survey
FreeCast (Direct Listing) (NASDAQ:CAST – Get Free Report) and Gloo (NASDAQ:GLOO – Get Free Report) are both small-cap services companies, but which is the superior investment? We will contrast the two companies based on... More of this article »
iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) Short Interest Up 237.0% in June
iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Get Free Report) saw a significant increase in short interest in the month of June. As of June 30th, there was short interest totaling 271,772 shares, an increase of 237.0%... More of this article »
Aecon Group Inc. (OTCMKTS:AEGXF) Given Average Rating of “Hold” by Brokerages
Aecon Group Inc. (OTCMKTS:AEGXF – Get Free Report) has been given a consensus rating of “Hold” by the seven brokerages that are currently covering the company, Marketbeat Ratings reports. Four equities research analysts... More of this article »
Agnico Eagle Mines Limited $AEM Shares Sold by Tevis Investment Management
Tevis Investment Management trimmed its position in shares of Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 40.5% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
KANZHUN LIMITED Sponsored ADR $BZ Stake Cut by Matthews International Capital Management LLC
Matthews International Capital Management LLC lessened its stake in shares of KANZHUN LIMITED Sponsored ADR (NASDAQ:BZ – Free Report) by 16.0% during the first quarter, according to the company in its most recent 13F filing... More of this article »
Tetra Tech, Inc. $TTEK Holdings Cut by Triglav Investments D.O.O.
Triglav Investments D.O.O. reduced its stake in Tetra Tech, Inc. (NASDAQ:TTEK – Free Report) by 52.1% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Team Financial Group LLC Acquires 39,296 Shares of Avantis U.S. Large Cap Value ETF $AVLV
Team Financial Group LLC increased its holdings in shares of Avantis U.S. Large Cap Value ETF (NYSEARCA:AVLV – Free Report) by 224.5% during the 1st quarter, according to the company in its most recent filing with the Securities... More of this article »
Parr Mcknight Wealth Management Group LLC Purchases 38,666 Shares of Fastenal Company $FAST
Parr Mcknight Wealth Management Group LLC lifted its position in Fastenal Company (NASDAQ:FAST – Free Report) by 106.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Procyon Advisors LLC Raises Stock Holdings in Generac Holdings Inc. $GNRC
Procyon Advisors LLC boosted its stake in shares of Generac Holdings Inc. (NYSE:GNRC – Free Report) by 18.6% during the first quarter, Holdings Channel.com reports. The firm owned 32,883 shares of the technology company’s... More of this article »
Nanotechnology Stocks Worth Watching – July 12th
Onto Innovation, NVE, Nano Dimension, and Clene are the five Nanotechnology stocks to watch today, according to MarketBeat’s stock screener tool. Nanotechnology stocks are shares of companies involved in developing or using... More of this article »
J. Safra Sarasin Holding AG Acquires 86,720 Shares of Insmed, Inc. $INSM
J. Safra Sarasin Holding AG raised its holdings in shares of Insmed, Inc. (NASDAQ:INSM – Free Report) by 1,342.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Small Cap Stocks To Research – July 12th
ProShares UltraPro Short QQQ, Global Mofy AI, Direxion Daily META Bull 2X Shares, Direxion Daily PLTR Bear 1X Shares, and AltC Acquisition are the five Small Cap stocks to watch today, according to MarketBeat’s stock screener... More of this article »
Triglav Investments D.O.O. Sells 24,899 Shares of UnitedHealth Group Incorporated $UNH
Triglav Investments D.O.O. reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 74.6% in the first quarter, according to the company in its most recent filing with the Securities &... More of this article »
Sound Income Strategies LLC Buys 3,134 Shares of Amazon.com, Inc. $AMZN
Sound Income Strategies LLC grew its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 5.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Turtle Creek Wealth Advisors LLC Has $50.83 Million Holdings in NVIDIA Corporation $NVDA
Turtle Creek Wealth Advisors LLC lifted its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 12.4% in the 1st quarter, HoldingsChannel reports. The firm owned 291,449 shares of the computer hardware maker’s... More of this article »
Apollo Global Management Inc. $APO Stock Holdings Trimmed by Teachers Retirement System of The State of Kentucky
Teachers Retirement System of The State of Kentucky lessened its holdings in shares of Apollo Global Management Inc. (NYSE:APO – Free Report) by 18.6% in the first quarter, according to its most recent filing with the SEC. The... More of this article »
Incyte Corporation $INCY Shares Sold by Teachers Retirement System of The State of Kentucky
Teachers Retirement System of The State of Kentucky reduced its position in shares of Incyte Corporation (NASDAQ:INCY – Free Report) by 10.7% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 263,340... More of this article »
Vanguard Russell 3000 ETF $VTHR Shares Acquired by Lincoln National Corp
Lincoln National Corp lifted its holdings in Vanguard Russell 3000 ETF (NASDAQ:VTHR – Free Report) by 1.0% during the first quarter, Holdings Channel reports. The institutional investor owned 462,641 shares of the company’s... More of this article »
Lifeworks Advisors LLC Increases Position in The Campbell’s Company $CPB
Lifeworks Advisors LLC grew its position in The Campbell’s Company (NASDAQ:CPB – Free Report) by 15.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Navigate Wealth Management LLC Makes New Investment in Vanguard Russell 1000 ETF $VONE
Navigate Wealth Management LLC bought a new stake in Vanguard Russell 1000 ETF (NASDAQ:VONE – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought... More of this article »
Kestra Advisory Services LLC Acquires 3,529 Shares of Wabtec $WAB
Kestra Advisory Services LLC raised its holdings in shares of Wabtec (NYSE:WAB – Free Report) by 8.8% during the first quarter, according to its most recent filing with the SEC. The firm owned 43,439 shares of the transportation... More of this article »
20,687 Shares in SPDR Portfolio S&P 500 Growth ETF $SPYG Bought by Navigate Wealth Management LLC
Navigate Wealth Management LLC acquired a new stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) in the first quarter, HoldingsChannel.com reports. The firm acquired 20,687 shares of the... More of this article »
Procyon Advisors LLC Has $17.90 Million Holdings in Vanguard Russell 1000 Growth ETF $VONG
Procyon Advisors LLC increased its holdings in shares of Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 35.6% during the first quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Procyon Advisors LLC Raises Position in First Trust Nasdaq Cybersecurity ETF $CIBR
Procyon Advisors LLC lifted its holdings in shares of First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 24.4% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Pacific Life Fund Advisors LLC Buys 59,883 Shares of iShares Russell 2000 Growth ETF $IWO
Pacific Life Fund Advisors LLC grew its stake in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 42.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 202,351 shares of the exchange traded... More of this article »
35,452 Shares in Edison International $EIX Purchased by LGT Fund Management Co Ltd.
LGT Fund Management Co Ltd. purchased a new stake in Edison International (NYSE:EIX – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
LGT Fund Management Co Ltd. Invests $1.43 Million in Coupang, Inc. $CPNG
LGT Fund Management Co Ltd. bought a new stake in Coupang, Inc. (NYSE:CPNG – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought... More of this article »
Analysts Set American Express Company (NYSE:AXP) Target Price at $366.95
American Express Company (NYSE:AXP) has received a consensus recommendation of “Hold” from the twenty-three research firms that are presently covering the company, MarketBeat.com reports. One equities research analyst... More of this article »
Pittenger & Anderson Inc. Reduces Position in DoorDash, Inc. $DASH
Pittenger & Anderson Inc. trimmed its position in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 89.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Community Investors Bancorp Inc. (OTCMKTS:CIBN) Sees Large Increase in Short Interest
Community Investors Bancorp Inc. (OTCMKTS:CIBN – Get Free Report) was the target of a significant growth in short interest in the month of June. As of June 30th, there was short interest totaling 276 shares, a growth of 236.6%... More of this article »
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (NYSEARCA:XTRE) Short Interest Up 234.6% in June
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF (NYSEARCA:XTRE – Get Free Report) saw a large increase in short interest in the month of June. As of June 30th, there was short interest totaling 32,448 shares, ... More of this article »
Cenovus Energy Inc $CVE Position Reduced by International Assets Investment Management LLC
International Assets Investment Management LLC trimmed its position in Cenovus Energy Inc (NYSE:CVE – Free Report) (TSE:CVE) by 29.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
International Assets Investment Management LLC Sells 42,300 Shares of Altria Group, Inc. $MO
International Assets Investment Management LLC trimmed its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 56.0% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
International Assets Investment Management LLC Has $1.80 Million Stock Holdings in United Airlines Holdings Inc $UAL
International Assets Investment Management LLC lifted its holdings in shares of United Airlines Holdings Inc (NASDAQ:UAL – Free Report) by 104.7% during the 1st quarter, according to the company in its most recent filing with... More of this article »
Midwest Trust Co Has $7.51 Million Stock Position in Vanguard High Dividend Yield ETF $VYM
Midwest Trust Co decreased its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 47.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Midwest Trust Co Purchases 11,141 Shares of Palantir Technologies Inc. $PLTR
Midwest Trust Co raised its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 21.5% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Midwest Trust Co Sells 210,996 Shares of Schwab US Dividend Equity ETF $SCHD
Midwest Trust Co lessened its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 30.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Sequoia Financial Advisors LLC Has $6.08 Million Holdings in Digital Realty Trust, Inc. $DLR
Sequoia Financial Advisors LLC grew its holdings in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 11.7% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Sequoia Financial Advisors LLC Acquires 2,211 Shares of Seagate Technology Holdings PLC $STX
Sequoia Financial Advisors LLC lifted its holdings in shares of Seagate Technology Holdings PLC (NASDAQ:STX – Free Report) by 23.3% during the first quarter, HoldingsChannel reports. The firm owned 11,689 shares of the data... More of this article »
Sequoia Financial Advisors LLC Lowers Stock Position in iShares Ultra Short-Term Bond Active ETF $ICSH
Sequoia Financial Advisors LLC reduced its position in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 9.9% in the first quarter, Holdings Channel.com reports. The fund owned 99,645 shares of the company’s... More of this article »
Brookstone Dividend Stock ETF (BATS:BAMD) Short Interest Update
Brookstone Dividend Stock ETF (BATS:BAMD – Get Free Report) was the target of a significant increase in short interest during the month of June. As of June 30th, there was short interest totaling 10,032 shares, an increase of... More of this article »
Sovran Advisors LLC Has $1.13 Million Stock Position in Valero Energy Corporation $VLO
Sovran Advisors LLC boosted its position in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 115.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Brandes U.S. Small-Mid Cap Value ETF (BATS:BSMC) Sees Significant Growth in Short Interest
Brandes U.S. Small-Mid Cap Value ETF (BATS:BSMC – Get Free Report) was the recipient of a significant growth in short interest in the month of June. As of June 30th, there was short interest totaling 8,842 shares, a growth of... More of this article »-etf-logo-1200x675.png){kind=logo}
Kurv Yield Premium Strategy Apple (AAPL) ETF (BATS:AAPY) Sees Significant Growth in Short Interest
Kurv Yield Premium Strategy Apple (AAPL) ETF (BATS:AAPY – Get Free Report) saw a large growth in short interest in June. As of June 30th, there was short interest totaling 11,118 shares, a growth of 276.5% from the June 15th... More of this article »
Kestra Advisory Services LLC Grows Stock Position in Capital Group Municipal High-Income ETF $CGHM
Kestra Advisory Services LLC grew its stake in Capital Group Municipal High-Income ETF (NYSEARCA:CGHM – Free Report) by 513.2% in the 1st quarter, according to the company in its most recent filing with the Securities &... More of this article »