Home » Author Archive
Fieldview Capital Management LLC Takes Position in United Rentals, Inc. $URI
Fieldview Capital Management LLC purchased a new stake in United Rentals, Inc. (NYSE:URI – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 2,850 shares... More of this article »
Fieldview Capital Management LLC Trims Stock Position in Paychex, Inc. $PAYX
Fieldview Capital Management LLC lessened its stake in Paychex, Inc. (NASDAQ:PAYX – Free Report) by 56.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Nicholas Investment Partners LP Takes $5.37 Million Position in Cogent Biosciences, Inc. $COGT
Nicholas Investment Partners LP purchased a new stake in Cogent Biosciences, Inc. (NASDAQ:COGT – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
NFJ Investment Group LLC Sells 30,231 Shares of Community Financial System, Inc. $CBU
NFJ Investment Group LLC decreased its stake in shares of Community Financial System, Inc. (NYSE:CBU – Free Report) by 4.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Citigroup Inc. $C Shares Sold by GMT Capital Corp
GMT Capital Corp trimmed its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 73.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 65,000 shares of the company’s... More of this article »
Fort Point Capital Partners LLC Purchases 6,853 Shares of Vanguard California Tax-Exempt Bond ETF $VTEC
Fort Point Capital Partners LLC grew its position in shares of Vanguard California Tax-Exempt Bond ETF (BATS:VTEC – Free Report) by 39.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Focus Partners Wealth Grows Holdings in iShares Core MSCI EAFE ETF $IEFA
Focus Partners Wealth increased its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 37.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Auna S.A. (NYSE:AUNA) Receives Average Recommendation of “Hold” from Brokerages
Auna S.A. (NYSE:AUNA – Get Free Report) has been assigned an average recommendation of “Hold” from the five ratings firms that are covering the company, Marketbeat Ratings reports. One analyst has rated the stock... More of this article »
Gemini Space Station, Inc. (NASDAQ:GEMI) Given Average Rating of “Hold” by Analysts
Gemini Space Station, Inc. (NASDAQ:GEMI – Get Free Report) has been given a consensus recommendation of “Hold” by the thirteen analysts that are presently covering the company, MarketBeat Ratings reports. Two research... More of this article »
MYR Group, Inc. (NASDAQ:MYRG) Receives Consensus Recommendation of “Moderate Buy” from Analysts
MYR Group, Inc. (NASDAQ:MYRG – Get Free Report) has been assigned an average rating of “Moderate Buy” from the nine analysts that are currently covering the stock, Marketbeat reports. Four research analysts have... More of this article »
FormFactor, Inc. (NASDAQ:FORM) Receives $132.45 Consensus Target Price from Analysts
FormFactor, Inc. (NASDAQ:FORM – Get Free Report) has been assigned an average rating of “Moderate Buy” from the eleven brokerages that are presently covering the stock, MarketBeat reports. Four research analysts... More of this article »
FJ Capital Management LLC Lowers Holdings in W.P. Carey Inc. $WPC
FJ Capital Management LLC cut its holdings in W.P. Carey Inc. (NYSE:WPC – Free Report) by 61.2% during the fourth quarter, Holdings Channel reports. The firm owned 7,091 shares of the real estate investment trust’s stock... More of this article »
KCM Investment Advisors LLC Has $3.62 Million Position in SPDR Gold Shares $GLD
KCM Investment Advisors LLC increased its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 30.9% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,139 shares of... More of this article »
Kennedy Capital Management LLC Acquires 22,424 Shares of Acushnet $GOLF
Kennedy Capital Management LLC grew its holdings in shares of Acushnet (NYSE:GOLF – Free Report) by 11.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 217,803... More of this article »
KCM Investment Advisors LLC Buys 4,694 Shares of Southern Copper Corporation $SCCO
KCM Investment Advisors LLC grew its stake in shares of Southern Copper Corporation (NYSE:SCCO – Free Report) by 6.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Congruence Capital LLC Takes Position in Core & Main, Inc. $CNM
Congruence Capital LLC acquired a new stake in shares of Core & Main, Inc. (NYSE:CNM – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
PGIM S&P 500 Buffer 20 ETF – June (BATS:PBJN) Sees Significant Decrease in Short Interest
PGIM S&P 500 Buffer 20 ETF – June (BATS:PBJN – Get Free Report) was the recipient of a significant drop in short interest in May. As of May 29th, there was short interest totaling 2,428 shares, a drop of 64.9% from... More of this article »
ServisFirst Bancshares, Inc. (NYSE:SFBS) Given Average Recommendation of “Buy” by Analysts
Shares of ServisFirst Bancshares, Inc. (NYSE:SFBS – Get Free Report) have earned an average rating of “Buy” from the five analysts that are presently covering the stock, Marketbeat.com reports. One equities research... More of this article »
LM Advisors LLC Sells 90,369 Shares of FT Vest U.S. Equity Enhance & Moderate Buffer ETF – June $XJUN
LM Advisors LLC decreased its position in FT Vest U.S. Equity Enhance & Moderate Buffer ETF – June (BATS:XJUN – Free Report) by 95.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 4,011 shares of... More of this article »
Inflection Point Acquisition Corp. III $IPCX Stock Position Lifted by Clear Street Group Inc.
Clear Street Group Inc. boosted its stake in shares of Inflection Point Acquisition Corp. III (NASDAQ:IPCX – Free Report) by 39.6% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
iShares MSCI Emerging Markets Min Vol Factor ETF $EEMV Stake Decreased by LM Advisors LLC
LM Advisors LLC lessened its holdings in shares of iShares MSCI Emerging Markets Min Vol Factor ETF (BATS:EEMV – Free Report) by 92.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Clear Street Group Inc. Acquires Shares of 100,036 MP Materials Corp. $MP
Clear Street Group Inc. acquired a new stake in MP Materials Corp. (NYSE:MP – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund acquired 100,036 shares of the company’s stock, valued at approximately... More of this article »
Landscape Capital Management L.L.C. Increases Position in Constellation Brands Inc $STZ
Landscape Capital Management L.L.C. increased its position in shares of Constellation Brands Inc (NYSE:STZ – Free Report) by 29.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 131,470 shares of the company’s... More of this article »
iShares 0-3 Month Treasury Bond ETF $SGOV Shares Acquired by Focus Partners Wealth
Focus Partners Wealth lifted its stake in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 127.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Focus Partners Wealth Boosts Holdings in Applied Materials, Inc. $AMAT
Focus Partners Wealth boosted its position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 365.2% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Fieldview Capital Management LLC Invests $3.34 Million in Asbury Automotive Group, Inc. $ABG
Fieldview Capital Management LLC acquired a new position in Asbury Automotive Group, Inc. (NYSE:ABG – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Clear Street Group Inc. Raises Stake in GSR IV Acquisition Corp. $GSRFU
Clear Street Group Inc. raised its position in GSR IV Acquisition Corp. (NASDAQ:GSRFU – Free Report) by 26.9% in the fourth quarter, Holdings Channel reports. The fund owned 399,543 shares of the company’s stock after... More of this article »
Drugs Made In America Acquisition Corp. $DMAA Shares Acquired by Clear Street Group Inc.
Clear Street Group Inc. raised its holdings in shares of Drugs Made In America Acquisition Corp. (NASDAQ:DMAA – Free Report) by 55.5% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Huber Capital Management LLC Sells 445,000 Shares of Tetra Technologies, Inc. $TTI
Huber Capital Management LLC cut its position in Tetra Technologies, Inc. (NYSE:TTI – Free Report) by 30.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Icon Wealth Advisors LLC Boosts Position in Eaton Corporation, PLC $ETN
Icon Wealth Advisors LLC raised its stake in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 17.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Impala Asset Management LLC Purchases Shares of 20,000 Diamondback Energy, Inc. $FANG
Impala Asset Management LLC acquired a new position in shares of Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 20,000 shares of the... More of this article »
Intrepid Capital Management Inc. Raises Holdings in AdvisorShares Pure US Cannabis ETF $MSOS
Intrepid Capital Management Inc. grew its position in AdvisorShares Pure US Cannabis ETF (NYSEARCA:MSOS – Free Report) by 466.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Intrepid Capital Management Inc. Invests $2.41 Million in Permian Resources Corporation $PR
Intrepid Capital Management Inc. purchased a new position in shares of Permian Resources Corporation (NYSE:PR – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 172,000 shares of the company’s... More of this article »Frazier Life Sciences Management L.P. Sells 438,883 Shares of Tarsus Pharmaceuticals, Inc. $TARS
Frazier Life Sciences Management L.P. lowered its stake in shares of Tarsus Pharmaceuticals, Inc. (NASDAQ:TARS – Free Report) by 37.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Focus Partners Wealth Acquires 851,770 Shares of iShares Russell 1000 Value ETF $IWD
Focus Partners Wealth raised its holdings in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 151.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Clear Street Group Inc. Acquires 7,931 Shares of Costco Wholesale Corporation $COST
Clear Street Group Inc. grew its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 106.0% in the 4th quarter, HoldingsChannel reports. The firm owned 15,411 shares of the retailer’s stock... More of this article »
19,222 Shares in iShares ESG Select Screened S&P 500 ETF $XVV Bought by Cornerstone Financial Management LLC
Cornerstone Financial Management LLC bought a new position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Insider Selling: e.l.f. Beauty (NYSE:ELF) Insider Sells $214,467.86 in Stock
e.l.f. Beauty (NYSE:ELF – Get Free Report) insider Scott Milsten sold 4,162 shares of the stock in a transaction dated Tuesday, June 9th. The stock was sold at an average price of $51.53, for a total transaction of $214,467.86.... More of this article »
Healthcare of Ontario Pension Plan Trust Fund Reduces Stock Position in iShares Biotechnology ETF $IBB
Healthcare of Ontario Pension Plan Trust Fund lowered its position in shares of iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 20.5% in the 4th quarter, according to its most recent 13F filing with the Securities &... More of this article »
Generations Wealth LLC Invests $2.85 Million in Dimensional U.S. Targeted Value ETF $DFAT
Generations Wealth LLC acquired a new position in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Harber Asset Management LLC Has $9.18 Million Stock Holdings in Dole PLC $DOLE
Harber Asset Management LLC lowered its holdings in Dole PLC (NYSE:DOLE – Free Report) by 18.1% 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 »
Generations Wealth LLC Acquires New Shares in Dimensional World ex U.S. Core Equity 2 ETF $DFAX
Generations Wealth LLC acquired a new stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Global Endowment Management LP Buys 27,000 Shares of KraneShares CSI China Internet ETF $KWEB
Global Endowment Management LP grew its holdings in KraneShares CSI China Internet ETF (NYSEARCA:KWEB – Free Report) by 54.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Brokerages Set The Hain Celestial Group, Inc. (NASDAQ:HAIN) Price Target at $1.13
The Hain Celestial Group, Inc. (NASDAQ:HAIN – Get Free Report) has earned a consensus recommendation of “Reduce” from the seven research firms that are covering the firm, Marketbeat reports. Two equities research... More of this article »
Cladis Investment Advisory LLC Reduces Holdings in Bristol Myers Squibb Company $BMY
Cladis Investment Advisory LLC decreased its holdings in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 47.3% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »
iShares Government/Credit Bond ETF $GBF Shares Purchased by Destination Wealth Management
Destination Wealth Management boosted its holdings in iShares Government/Credit Bond ETF (NYSEARCA:GBF – Free Report) by 4.9% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Ally Financial Inc. Invests $1.05 Million in Boston Scientific Corporation $BSX
Ally Financial Inc. purchased a new position in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 11,000 shares of the medical equipment provider’s... More of this article »
Head to Head Contrast: Lake Shore Bancorp (NASDAQ:LSBK) versus LifeStore Financial Group (OTCMKTS:LSFG)
LifeStore Financial Group (OTCMKTS:LSFG – Get Free Report) and Lake Shore Bancorp (NASDAQ:LSBK – Get Free Report) are both small-cap finance companies, but which is the better business? We will compare the two businesses... More of this article »
