Archive for Doug Wharley

DORCHESTER WEALTH MANAGEMENT Co grew its holdings in shares of International Business Machines Co. (NYSE:IBM) by 2.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,585 shares of the technology company’s stock after buying an additional 945 shares during the […]

Relaxing Retirement Coach lessened its holdings in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA) by 50.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,387 shares of the company’s stock after selling 10,487 shares during the quarter. Relaxing Retirement Coach’s […]

Wrapped BNB (CURRENCY:WBNB) traded 6.2% higher against the U.S. dollar during the 1 day period ending at 23:00 PM ET on January 22nd. Wrapped BNB has a market cap of $82.02 million and $35.39 million worth of Wrapped BNB was traded on exchanges in the last 24 hours. One Wrapped BNB token can currently be […]

Nestree (CURRENCY:EGG) traded 3.4% higher against the U.S. dollar during the 24-hour period ending at 23:00 PM Eastern on January 22nd. Nestree has a market cap of $6.19 million and approximately $425,660.00 worth of Nestree was traded on exchanges in the last 24 hours. One Nestree coin can currently be bought for about $0.0044 or […]

Insight Protocol (CURRENCY:INX) traded 7.7% higher against the US dollar during the 1-day period ending at 23:00 PM ET on January 22nd. Over the last week, Insight Protocol has traded 107.6% higher against the US dollar. Insight Protocol has a market capitalization of $1.87 million and approximately $95,851.00 worth of Insight Protocol was traded on […]

Sound Financial Strategies Group LLC acquired a new position in West Pharmaceutical Services, Inc. (NYSE:WST) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,097 shares of the medical instruments supplier’s stock, valued at approximately $594,000. Several other institutional investors and hedge […]

Relaxing Retirement Coach lessened its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 75.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 15,462 shares of the company’s stock after selling 47,856 shares during the period. iShares Core S&P […]

Candriam Luxembourg S.C.A. trimmed its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 9.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 113,531 shares of the semiconductor manufacturer’s stock after selling 11,621 shares during the period. Candriam Luxembourg S.C.A.’s holdings in Broadcom were worth $49,705,000 […]

Sicart Associates LLC purchased a new position in iShares Russell 1000 Value ETF (NYSEARCA:IWD) in the fourth quarter, Holdings Channel reports. The fund purchased 2,648 shares of the exchange traded fund’s stock, valued at approximately $362,000. A number of other institutional investors have also recently modified their holdings of the stock. Pacific Financial Group Inc. […]

Fifth Third Bancorp (NASDAQ:FITB) announced its quarterly earnings results on Wednesday. The financial services provider reported $0.83 earnings per share (EPS) for the quarter, beating the Thomson Reuters’ consensus estimate of $0.69 by $0.14, Fidelity Earnings reports. Fifth Third Bancorp had a net margin of 17.50% and a return on equity of 7.52%. During the […]

Avantax Advisory Services Inc. decreased its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 18.0% during the 4th quarter, HoldingsChannel reports. The fund owned 1,616,879 shares of the company’s stock after selling 355,567 shares during the period. iShares Core MSCI EAFE ETF comprises approximately 2.7% of Avantax Advisory Services Inc.’s portfolio, making […]

Galatasaray Fan Token (CURRENCY:GAL) traded 9.8% higher against the U.S. dollar during the 24 hour period ending at 21:00 PM E.T. on January 22nd. In the last seven days, Galatasaray Fan Token has traded 4.9% lower against the U.S. dollar. One Galatasaray Fan Token coin can now be purchased for approximately $5.38 or 0.00016621 BTC […]

Capital CS Group LLC acquired a new stake in RingCentral, Inc. (NYSE:RNG) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,374 shares of the software maker’s stock, valued at approximately $900,000. RingCentral makes up approximately 0.9% of Capital CS Group LLC’s holdings, […]

Guaranty Federal Bancshares, Inc. (NASDAQ:GFED)’s share price crossed above its 50 day moving average during trading on Wednesday following a better than expected earnings announcement. The stock has a 50 day moving average of $17.51 and traded as high as $18.30. Guaranty Federal Bancshares shares last traded at $18.30, with a volume of 395 shares. […]

Pioneer High Income Trust (NYSE:PHT)’s share price passed above its 50 day moving average during trading on Wednesday . The stock has a 50 day moving average of $9.01 and traded as high as $9.11. Pioneer High Income Trust shares last traded at $9.09, with a volume of 53,425 shares traded. The firm has a […]

Essential Energy Services Ltd. (OTCMKTS:EEYUF) shares crossed above its 50 day moving average during trading on Wednesday . The stock has a 50 day moving average of $0.17 and traded as high as $0.23. Essential Energy Services shares last traded at $0.22, with a volume of 47,000 shares changing hands. Separately, Raymond James raised shares […]

Castlight Health, Inc. (NYSE:CSLT)’s share price passed above its 50-day moving average during trading on Wednesday . The stock has a 50-day moving average of $1.38 and traded as high as $1.79. Castlight Health shares last traded at $1.65, with a volume of 860,559 shares changing hands. Separately, Zacks Investment Research lowered shares of Castlight […]

MONECO Advisors LLC lessened its stake in shares of Align Technology, Inc. (NASDAQ:ALGN) by 6.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,805 shares of the medical equipment provider’s stock after selling 125 shares during the quarter. MONECO Advisors LLC’s […]

Wealth Advisors of Tampa Bay LLC cut its holdings in shares of GlaxoSmithKline plc (NYSE:GSK) by 1.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 26,985 shares of the pharmaceutical company’s stock after selling 529 shares during the period. Wealth Advisors of Tampa […]

Mirrored Netflix (CURRENCY:mNFLX) traded down 1.5% against the US dollar during the 24-hour period ending at 21:00 PM E.T. on January 22nd. During the last seven days, Mirrored Netflix has traded 13.5% higher against the US dollar. Mirrored Netflix has a total market capitalization of $3.62 million and $16,627.00 worth of Mirrored Netflix was traded […]

DORCHESTER WEALTH MANAGEMENT Co boosted its holdings in Canadian National Railway (NYSE:CNI) (TSE:CNR) by 2.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 98,787 shares of the transportation company’s stock after purchasing an additional 2,789 shares during the period. Canadian National Railway […]

Beech Hill Advisors Inc. increased its position in The Blackstone Group Inc. (NYSE:BX) by 27.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 99,575 shares of the asset manager’s stock after acquiring an additional 21,315 shares during the period. The […]

Blue Zone Wealth Advisors LLC cut its holdings in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS) by 31.2% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 12,735 shares of the company’s stock after selling 5,767 shares during the quarter. Blue Zone Wealth Advisors LLC’s holdings in First Trust Low Duration Opportunities ETF were […]

McCollum Christoferson Group LLC decreased its holdings in 3M (NYSE:MMM) by 37.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,685 shares of the conglomerate’s stock after selling 994 shares during the quarter. McCollum Christoferson Group LLC’s holdings in […]

Nwam LLC purchased a new stake in shares of iShares MBS ETF (NASDAQ:MBB) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 25,379 shares of the company’s stock, valued at approximately $2,795,000. Other large investors have also recently bought and sold […]