Home » Author Archive
Valued Wealth Advisors LLC Has $14.85 Million Holdings in Avantis Emerging Markets Equity ETF $AVEM
Valued Wealth Advisors LLC increased its position in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 4.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Pearl Planning LLC Purchases Shares of 358,146 JPMorgan Income ETF $JPIE
Pearl Planning LLC purchased a new stake in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
Kestra Advisory Services LLC Increases Stock Holdings in Putnam Focused Large Cap Value ETF $PVAL
Kestra Advisory Services LLC boosted its holdings in shares of Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) by 37.0% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Brokerages Set Malibu Boats, Inc. (NASDAQ:MBUU) Target Price at $31.00
Malibu Boats, Inc. (NASDAQ:MBUU – Get Free Report) has been assigned a consensus recommendation of “Hold” from the six ratings firms that are presently covering the company, Marketbeat reports. One analyst has rated... More of this article »
Insmed, Inc. $INSM Shares Bought by Swedbank AB
Swedbank AB raised its holdings in Insmed, Inc. (NASDAQ:INSM – Free Report) by 39.1% in the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 82,865 shares of the biopharmaceutical... More of this article »
Money Concepts Capital Corp Raises Stock Position in Schwab U.S. Large-Cap Growth ETF $SCHG
Money Concepts Capital Corp grew its stake in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 34.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Kathmere Capital Management LLC Buys Shares of 118,000 Rackspace Technology, Inc. $RXT
Kathmere Capital Management LLC purchased a new stake in shares of Rackspace Technology, Inc. (NASDAQ:RXT – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
First Trust Municipal High Income ETF $FMHI Shares Sold by Stephens Inc. AR
Stephens Inc. AR lowered its holdings in First Trust Municipal High Income ETF (NASDAQ:FMHI – Free Report) by 28.6% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 32,678 shares... More of this article »
Sumitomo Mitsui Trust Group Inc. Has $171.59 Million Position in DoorDash, Inc. $DASH
Sumitomo Mitsui Trust Group Inc. lessened its position in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 6.7% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,142,792... More of this article »
Sumitomo Mitsui Trust Group Inc. Cuts Position in Ecolab Inc. $ECL
Sumitomo Mitsui Trust Group Inc. decreased its holdings in Ecolab Inc. (NYSE:ECL – Free Report) by 3.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 572,047... More of this article »
Sumitomo Mitsui Trust Group Inc. Reduces Holdings in Roku, Inc. $ROKU
Sumitomo Mitsui Trust Group Inc. reduced its stake in shares of Roku, Inc. (NASDAQ:ROKU – Free Report) by 36.9% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Ross Stores, Inc. $ROST Shares Sold by Sumitomo Mitsui Trust Group Inc.
Sumitomo Mitsui Trust Group Inc. cut its stake in Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 4.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
QRG Capital Management Inc. Invests $759,000 in Dycom Industries, Inc. $DY
QRG Capital Management Inc. bought a new position in shares of Dycom Industries, Inc. (NYSE:DY – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
New York State Teachers Retirement System Sells 37,753 Shares of Par Pacific Holdings, Inc. $PARR
New York State Teachers Retirement System cut its holdings in Par Pacific Holdings, Inc. (NYSE:PARR – Free Report) by 41.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
AB Short Duration High Yield ETF $SYFI Shares Sold by Private Advisor Group LLC
Private Advisor Group LLC decreased its position in AB Short Duration High Yield ETF (NYSEARCA:SYFI – Free Report) by 63.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Fidelity D & D Bancorp Inc. Buys 8,117 Shares of Avantis U.S. Small Cap Value ETF $AVUV
Fidelity D & D Bancorp Inc. raised its position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 15.1% during the 1st quarter, HoldingsChannel.com reports. The firm owned 61,746 shares of the company’s... More of this article »
Granite Investment Partners LLC Boosts Stake in Halozyme Therapeutics, Inc. $HALO
Granite Investment Partners LLC boosted its stake in shares of Halozyme Therapeutics, Inc. (NASDAQ:HALO – Free Report) by 76.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 51,719 shares of the biopharmaceutical... More of this article »
Vanguard Total Stock Market ETF $VTI Shares Sold by First Horizon Corp
First Horizon Corp trimmed its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 49,369... More of this article »
Mitchell Lawrence Jones Sells 51,880 Shares of Palisade Bio (NASDAQ:PALI) Stock
Palisade Bio, Inc. (NASDAQ:PALI – Get Free Report) insider Mitchell Lawrence Jones sold 51,880 shares of Palisade Bio stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $2.05, for a total... More of this article »
ioneer (NASDAQ:IONR) VP Sells $77,745.91 in Stock
ioneer Ltd (NASDAQ:IONR – Get Free Report) VP Chad Yeftich sold 706,781 shares of the stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $0.11, for a total value of $77,745.91. Following... More of this article »
Insider Selling: Westwood Holdings Group (NYSE:WHG) Director Sells $89,082.28 in Stock
Westwood Holdings Group Inc (NYSE:WHG – Get Free Report) Director Susan Byrne sold 4,481 shares of the firm’s stock in a transaction that occurred on Thursday, July 2nd. The stock was sold at an average price of $19.88,... More of this article »
Yanjun Wang Sells 1,200 Shares of SEA (NYSE:SE) Stock
Sea Limited Sponsored ADR (NYSE:SE – Get Free Report) insider Yanjun Wang sold 1,200 shares of the firm’s stock in a transaction on Monday, July 6th. The stock was sold at an average price of $104.67, for a total value... More of this article »
Insider Selling: CES Energy Solutions (TSE:CEU) Insider Sells C$64,865.76 in Stock
CES Energy Solutions Corp. (TSE:CEU – Get Free Report) insider James Farnsworth Strickland sold 4,044 shares of the stock in a transaction dated Monday, July 6th. The shares were sold at an average price of C$16.04, for a total... More of this article »
First Horizon Corp Has $7.75 Million Stock Position in RTX Corporation $RTX
First Horizon Corp grew its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 37.8% in the first quarter, HoldingsChannel.com reports. The firm owned 40,162 shares of the company’s stock after purchasing an... More of this article »
Badger Infrastructure Solutions Ltd. (TSE:BDG) Given Average Recommendation of “Strong Buy” by Analysts
Badger Infrastructure Solutions Ltd. (TSE:BDG – Get Free Report) has earned a consensus recommendation of “Strong Buy” from the six brokerages that are presently covering the stock, Marketbeat.com reports. One investment... More of this article »
InflaRx N.V. (NASDAQ:IFRX) Given Consensus Rating of “Moderate Buy” by Brokerages
InflaRx N.V. (NASDAQ:IFRX – Get Free Report) has earned an average rating of “Moderate Buy” from the seven ratings firms that are presently covering the company, MarketBeat Ratings reports. One equities research... More of this article »
First National Bank & Trust Co. of Newtown Has $8.01 Million Position in iShares TIPS Bond ETF $TIP
First National Bank & Trust Co. of Newtown lowered its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 14.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Perimeter Solutions, SA $PRM Shares Sold by Equitable Trust Co.
Equitable Trust Co. lowered its stake in shares of Perimeter Solutions, SA (NYSE:PRM – Free Report) by 13.7% during the first quarter, HoldingsChannel.com reports. The firm owned 1,653,187 shares of the company’s stock... More of this article »
Janney Montgomery Scott LLC Sells 7,695 Shares of SS&C Technologies Holdings, Inc. $SSNC
Janney Montgomery Scott LLC lowered its stake in SS&C Technologies Holdings, Inc. (NASDAQ:SSNC – Free Report) by 23.1% in the 1st quarter, HoldingsChannel reports. The fund owned 25,681 shares of the technology company’s... More of this article »
Sachem Capital Corp. 7.125% Not (OTCMKTS:SCCB) Stock Price Crosses Below 200 Day Moving Average – What’s Next?
Sachem Capital Corp. 7.125% Not (OTCMKTS:SCCB – Get Free Report) shares passed below its 200-day moving average during trading on Thursday . The stock has a 200-day moving average of $24.98 and traded as low as $24.98. Sachem... More of this article »
Metals Exploration (LON:MTL) Shares Pass Below 200-Day Moving Average – Here’s Why
Shares of Metals Exploration plc (LON:MTL – Get Free Report) passed below its two hundred day moving average during trading on Thursday . The stock has a two hundred day moving average of GBX 14.21 and traded as low as GBX 13.50.... More of this article »
Greenwood Capital Associates LLC Makes New Investment in Cullen/Frost Bankers, Inc. $CFR
Greenwood Capital Associates LLC acquired a new stake in Cullen/Frost Bankers, Inc. (NYSE:CFR – Free Report) in the 1st quarter, Holdings Channel reports. The firm acquired 3,578 shares of the bank’s stock, valued at approximately... More of this article »
Azzad Asset Management Inc. ADV Has $4.48 Million Stock Holdings in Unilever PLC $UL
Azzad Asset Management Inc. ADV lifted its holdings in Unilever PLC (NYSE:UL – Free Report) by 62.8% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 78,662 shares... More of this article »
Hsbc Holdings PLC Raises Stake in Highwoods Properties, Inc. $HIW
Hsbc Holdings PLC increased its position in Highwoods Properties, Inc. (NYSE:HIW – Free Report) by 34.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Annaly Capital Management Inc $NLY Shares Sold by Hsbc Holdings PLC
Hsbc Holdings PLC cut its stake in shares of Annaly Capital Management Inc (NYSE:NLY – Free Report) by 10.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 232,584 shares of the real estate investment trust’s... More of this article »
Azzad Asset Management Inc. ADV Sells 66,582 Shares of Halliburton Company $HAL
Azzad Asset Management Inc. ADV decreased its holdings in shares of Halliburton Company (NYSE:HAL – Free Report) by 34.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Walker River Resources (CVE:WRR) Stock Price Down 2% – Should You Sell?
Shares of Walker River Resources Corp. (CVE:WRR – Get Free Report) dropped 2% during trading on Thursday . The stock traded as low as C$0.24 and last traded at C$0.24. 7,000 shares traded hands during trading, a decline of 89%... More of this article »
MasterBeef Group (NASDAQ:MB) Stock Price Crosses Below Two Hundred Day Moving Average – What’s Next?
MasterBeef Group (NASDAQ:MB – Get Free Report)’s share price crossed below its 200-day moving average during trading on Tuesday . The stock has a 200-day moving average of $6.15 and traded as low as $4.31. MasterBeef Group... More of this article »
Qantas Airways (OTCMKTS:QABSY) Trading Down 0.6% After Analyst Downgrade
Qantas Airways Limited (OTCMKTS:QABSY – Get Free Report)’s share price traded down 0.6% during trading on Tuesday after Zacks Research downgraded the stock from a hold rating to a strong sell rating. The company traded... More of this article »
Codexis (NASDAQ:CDXS) Stock Crosses Above 200-Day Moving Average – Here’s What Happened
Shares of Codexis, Inc. (NASDAQ:CDXS – Get Free Report) crossed above its 200-day moving average during trading on Tuesday . The stock has a 200-day moving average of $1.95 and traded as high as $2.66. Codexis shares last traded... More of this article »
Holly Kordasiewicz Sells 362 Shares of Ionis Pharmaceuticals (NASDAQ:IONS) Stock
Ionis Pharmaceuticals, Inc. (NASDAQ:IONS – Get Free Report) EVP Holly Kordasiewicz sold 362 shares of the company’s stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $84.30, for a... More of this article »
CVS Group (OTCMKTS:CVSGF) Shares Down 5.2% – Should You Sell?
CVS Group plc (OTCMKTS:CVSGF – Get Free Report) dropped 5.2% on Tuesday . The company traded as low as $15.65 and last traded at $15.65. 176 shares traded hands during mid-day trading, a decline of 71% from the average session... More of this article »
Recent Research Analysts’ Ratings Updates for McDonald’s (MCD)
McDonald’s (NYSE: MCD) has recently received a number of price target changes and ratings updates: 7/9/2026 – McDonald’s was given a new $325.00 price target by Deutsche Bank Aktiengesellschaft. 6/29/2026 –... More of this article »
VictoryShares WestEnd Global Equity ETF (NASDAQ:GLOW) Increases Dividend to $0.14 Per Share
VictoryShares WestEnd Global Equity ETF (NASDAQ:GLOW – Get Free Report) announced a dividend on Wednesday, July 8th, NASDAQ Dividends reports. Shareholders of record on Thursday, July 9th will be given a dividend of 0.1411 per... More of this article »
Insider Selling: Privia Health Group (NASDAQ:PRVA) CFO Sells 600 Shares
Privia Health Group, Inc. (NASDAQ:PRVA – Get Free Report) CFO David Mountcastle sold 600 shares of the stock in a transaction on Tuesday, July 7th. The shares were sold at an average price of $27.57, for a total value of $16,542.00.... More of this article »
Qualcomm (NASDAQ:QCOM) Stock Price Up 2.4% – Still a Buy?
Shares of Qualcomm Incorporated (NASDAQ:QCOM – Get Free Report) traded up 2.4% during trading on Thursday . The stock traded as high as $196.09 and last traded at $191.11. Approximately 12,826,948 shares were traded during mid-day... More of this article »
Insider Selling: SailPoint (NASDAQ:SAIL) CAO Sells 3,881 Shares of Stock
SailPoint, Inc. (NASDAQ:SAIL – Get Free Report) CAO Mitra Rezvan sold 3,881 shares of the stock in a transaction that occurred on Wednesday, July 8th. The shares were sold at an average price of $15.42, for a total transaction... More of this article »
Martine Rothblatt Sells 9,500 Shares of United Therapeutics (NASDAQ:UTHR) Stock
United Therapeutics Corporation (NASDAQ:UTHR – Get Free Report) CEO Martine Rothblatt sold 9,500 shares of United Therapeutics stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $553.17,... More of this article »