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Angel Studios (ANGX) and Its Rivals Financial Survey
Angel Studios (NYSE:ANGX – Get Free Report) is one of 328 public companies in the “Investment Offices” industry, but how does it contrast to its peers? We will compare Angel Studios to related companies based on the... More of this article »
Compound Planning Inc. Purchases 29,604 Shares of Cisco Systems, Inc. $CSCO
Compound Planning Inc. increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 81.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Vanguard Total Bond Market ETF $BND Shares Purchased by Compound Planning Inc.
Compound Planning Inc. boosted its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 15.4% in the 4th quarter, HoldingsChannel reports. The firm owned 764,845 shares of the company’s stock after... More of this article »
WealthPoint Financial LLC Invests $800,000 in JPMorgan Chase & Co. $JPM
WealthPoint Financial LLC acquired a new position in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 2,484 shares of the financial services provider’s stock, valued... More of this article »
SG Trading Solutions LLC Makes New Investment in SPDR Gold Shares $GLD
SG Trading Solutions LLC purchased a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
1,594 Shares in Broadcom Inc. $AVGO Purchased by First Growth Capital LLC
First Growth Capital LLC acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Cambient Family Office LLC Takes Position in iShares Core S&P 500 ETF $IVV
Cambient Family Office LLC bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Applied Materials (NASDAQ:AMAT) Trading Up 4.3% – What’s Next?
Applied Materials, Inc. (NASDAQ:AMAT – Get Free Report)’s stock price shot up 4.3% during mid-day trading on Wednesday . The stock traded as high as $623.35 and last traded at $592.92. Approximately 10,995,858 shares changed... More of this article »
IREN (NASDAQ:IREN) Shares Down 1.8% – Time to Sell?
IREN Limited (NASDAQ:IREN – Get Free Report) traded down 1.8% during mid-day trading on Wednesday . The company traded as low as $57.71 and last traded at $58.11. 35,678,570 shares changed hands during trading, a decline of 16%... More of this article »
MV Capital Management Inc. Takes $70.82 Million Position in iShares Core S&P 500 ETF $IVV
MV Capital Management Inc. bought a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
White Knight Strategic Wealth Advisors LLC Purchases 12,803 Shares of Verizon Communications Inc. $VZ
White Knight Strategic Wealth Advisors LLC increased its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 55.8% in the fourth quarter, according to its most recent 13F filing with the Securities &... More of this article »
TMB Capital Partners LLC Buys Shares of 16,014 Johnson & Johnson $JNJ
TMB Capital Partners LLC purchased a new stake in Johnson & Johnson (NYSE:JNJ – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
iHeartMedia (NASDAQ:IHRT) Trading Down 5.5% – Here’s What Happened
iHeartMedia, Inc. (NASDAQ:IHRT – Get Free Report) was down 5.5% during trading on Wednesday . The stock traded as low as $3.76 and last traded at $3.77. Approximately 354,466 shares were traded during trading, a decline of 64%... More of this article »
DGS Capital Management LLC Has $979,000 Stock Position in Micron Technology, Inc. $MU
DGS Capital Management LLC grew its stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 119.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Kovitz Investment Group Partners LLC Trims Stock Holdings in iShares Core U.S. Aggregate Bond ETF $AGG
Kovitz Investment Group Partners LLC lowered its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 76.9% in the fourth quarter, according to the company in its most recent filing with... More of this article »
Van Diest Capital LLC Invests $436,000 in Qualcomm Incorporated $QCOM
Van Diest Capital LLC acquired a new stake in Qualcomm Incorporated (NASDAQ:QCOM – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Virtu Financial LLC Purchases New Stake in Dell Technologies Inc. $DELL
Virtu Financial LLC purchased a new stake in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 23,277 shares... More of this article »
Harbour Wealth Management Group Inc. Takes Position in JPMorgan Chase & Co. $JPM
Harbour Wealth Management Group Inc. bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Rare Wolf Capital LLC Invests $660,000 in JPMorgan Chase & Co. $JPM
Rare Wolf Capital LLC purchased a new stake in JPMorgan Chase & Co. (NYSE:JPM – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Beacon Advisors Holdings LLC Invests $1.38 Million in Vanguard Small-Cap ETF $VB
Beacon Advisors Holdings LLC acquired a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired... More of this article »
Investments & Financial Planning LLC Trims Stake in Vanguard Small-Cap ETF $VB
Investments & Financial Planning LLC lessened its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Kovitz Investment Group Partners LLC Cuts Position in Chevron Corporation $CVX
Kovitz Investment Group Partners LLC cut its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 73.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Morgan Stanley $MS Shares Sold by Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC cut its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 79.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Mohawk Industries (NYSE:MHK) Insider Suzanne Helen Sells 5,000 Shares of Stock
Mohawk Industries, Inc. (NYSE:MHK – Get Free Report) insider Suzanne Helen sold 5,000 shares of the business’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $111.92, for a... More of this article »
Zacks Research Has Positive Outlook for AutoZone Q4 Earnings
AutoZone, Inc. (NYSE:AZO – Free Report) – Research analysts at Zacks Research raised their Q4 2026 earnings per share estimates for shares of AutoZone in a research note issued to investors on Wednesday, June 17th. Zacks... More of this article »
WLTH Capital Management LLC Makes New Investment in SPDR Portfolio S&P 600 Small Cap ETF $SPSM
WLTH Capital Management LLC acquired a new position in shares of SPDR Portfolio S&P 600 Small Cap ETF (NYSEARCA:SPSM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Ross Stores, Inc. $ROST Shares Sold by Hahn Capital Management LLC
Hahn Capital Management LLC lowered its position in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 60.3% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 24,637... More of this article »
Titan Investment Management LLC Makes New Investment in Philip Morris International Inc. $PM
Titan Investment Management LLC acquired a new position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Rare Wolf Capital LLC Makes New $914,000 Investment in Vertex Pharmaceuticals Incorporated $VRTX
Rare Wolf Capital LLC bought a new stake in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Klaviyo (NYSE:KVYO) CFO Amanda Whalen Sells 14,000 Shares
Klaviyo, Inc. (NYSE:KVYO – Get Free Report) CFO Amanda Whalen sold 14,000 shares of the business’s stock in a transaction dated Thursday, June 18th. The stock was sold at an average price of $13.23, for a total value of... More of this article »
EastGroup Properties (NYSE:EGP) Upgraded by Raymond James Financial to “Moderate Buy” Rating
EastGroup Properties (NYSE:EGP – Get Free Report) was upgraded by analysts at Raymond James Financial to a “moderate buy” rating in a report issued on Wednesday,Zacks.com reports. Other equities analysts have also... More of this article »
Stag Industrial (NYSE:STAG) Stock Rating Upgraded by Raymond James Financial
Stag Industrial (NYSE:STAG – Get Free Report) was upgraded by research analysts at Raymond James Financial to a “moderate buy” rating in a report released on Wednesday,Zacks.com reports. A number of other brokerages... More of this article »
Zacks Research Upgrades ARB IOT Group (NASDAQ:ARBB) to “Hold”
ARB IOT Group (NASDAQ:ARBB – Get Free Report) was upgraded by Zacks Research to a “hold” rating in a research note issued to investors on Wednesday,Zacks.com reports. ARBB has been the subject of several other reports.... More of this article »
Relmada Therapeutics (NASDAQ:RLMD) Upgraded by HC Wainwright to “Strong-Buy” Rating
Relmada Therapeutics (NASDAQ:RLMD – Get Free Report) was upgraded by HC Wainwright to a “strong-buy” rating in a note issued to investors on Thursday,Zacks.com reports. A number of other equities analysts have also... More of this article »
Vivendi (OTCMKTS:VIVHY) versus TELUS (NYSE:TU) Head-To-Head Analysis
Vivendi (OTCMKTS:VIVHY – Get Free Report) and TELUS (NYSE:TU – Get Free Report) are both utilities companies, but which is the better investment? We will contrast the two companies based on the strength of their dividends,... More of this article »
Reviewing BTC Development (BDCI) and Its Peers
BTC Development (NASDAQ:BDCI – Get Free Report) is one of 328 publicly-traded companies in the “Investment Offices” industry, but how does it compare to its peers? We will compare BTC Development to related businesses... More of this article »
Sit Investment Associates Inc. Buys 7,025 Shares of Linde PLC $LIN
Sit Investment Associates Inc. boosted its position in shares of Linde PLC (NASDAQ:LIN – Free Report) by 18.2% during the 4th quarter, HoldingsChannel reports. The fund owned 45,548 shares of the basic materials company’s... More of this article »
Sempra Energy $SRE Shares Acquired by Groupama Asset Managment
Groupama Asset Managment lifted its stake in shares of Sempra Energy (NYSE:SRE – Free Report) by 20.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 603,131 shares of the utilities provider’s... More of this article »
Xtrackers RREEF Global Natural Resources ETF (NRES) to Issue Quarterly Dividend of $0.24 on June 26th
Xtrackers RREEF Global Natural Resources ETF (NASDAQ:NRES – Get Free Report) declared a quarterly dividend on Wednesday, June 17th, NASDAQ Dividends reports. Shareholders of record on Thursday, June 18th will be given a dividend... More of this article »
MidFirst Bank Invests $7.54 Million in BlackRock $BLK
MidFirst Bank purchased a new position in BlackRock (NYSE:BLK – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 7,045 shares... More of this article »
Personal Assets (LON:PNL) Posts Earnings Results
Personal Assets (LON:PNL – Get Free Report) issued its earnings results on Thursday. The company reported GBX 6.03 earnings per share for the quarter, Digital Look Earnings reports. The business had revenue of GBX 2,715 million... More of this article »
Hycroft Mining (NASDAQ:HYMC) SVP David Brian Thomas Sells 25,000 Shares of Stock
Hycroft Mining Holding Corporation (NASDAQ:HYMC – Get Free Report) SVP David Brian Thomas sold 25,000 shares of Hycroft Mining stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price... More of this article »
Virtu Financial LLC Buys 18,929 Shares of Lemonade, Inc. $LMND
Virtu Financial LLC grew its stake in Lemonade, Inc. (NYSE:LMND – Free Report) by 72.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 45,145... More of this article »
RH (NYSE:RH) Director Mark Demilio Sells 2,202 Shares of Stock
RH (NYSE:RH – Get Free Report) Director Mark Demilio sold 2,202 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $150.00, for a total transaction of $330,300.00. Following... More of this article »
Walser Wealth Management Company A Ltd Liability Co Takes $536,000 Position in iShares Gold Trust $IAU
Walser Wealth Management Company A Ltd Liability Co purchased a new position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »-logo-1200x675.png){kind=logo}
Alaris Equity Partners Income Trust (AD.UN) (TSE:AD.UN) Hits New 1-Year High – Time to Buy?
Alaris Equity Partners Income Trust (AD.UN) (TSE:AD.UN – Get Free Report) hit a new 52-week high during trading on Wednesday . The company traded as high as C$24.02 and last traded at C$24.02, with a volume of 18707 shares. The... More of this article »
Monotaro (OTCMKTS:MONOY) Shares Gap Up – Here’s What Happened
Shares of Monotaro (OTCMKTS:MONOY – Get Free Report) gapped up prior to trading on Wednesday . The stock had previously closed at $10.78, but opened at $11.33. Monotaro shares last traded at $11.3092, with a volume of 20,993... More of this article »
Hargreave Hale AIM VCT (LON:HHV) Announces Earnings Results
Hargreave Hale AIM VCT (LON:HHV – Get Free Report) announced its quarterly earnings data on Wednesday. The company reported GBX 0.06 earnings per share (EPS) for the quarter, Digital Look Earnings reports. The firm had revenue... More of this article »