Home » Author Archive

Image for Nicholas Hoffman & Company LLC. Takes $1.81 Million Position in Return Stacked Global Stocks & Bonds ETF $RSSB

Nicholas Hoffman & Company LLC. Takes $1.81 Million Position in Return Stacked Global Stocks & Bonds ETF $RSSB

Nicholas Hoffman & Company LLC. bought a new position in shares of Return Stacked Global Stocks & Bonds ETF (BATS:RSSB – Free Report) in the first quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Virginia Wealth Management Group Inc. Grows Stock Position in Phillips 66 $PSX

Virginia Wealth Management Group Inc. Grows Stock Position in Phillips 66 $PSX

Virginia Wealth Management Group Inc. lifted its position in Phillips 66 (NYSE:PSX – Free Report) by 22.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for CES Energy Solutions (TSE:CEU) Insider James Farnsworth Strickland Sells 4,044 Shares of Stock

CES Energy Solutions (TSE:CEU) Insider James Farnsworth Strickland Sells 4,044 Shares of Stock

CES Energy Solutions Corp. (TSE:CEU – Get Free Report) insider James Farnsworth Strickland sold 4,044 shares of the firm’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of C$16.04,... More of this article »
Image for Mirae Asset Securities USA Inc. Takes $5.09 Million Position in Goldman Sachs Municipal Income ETF $GMUB

Mirae Asset Securities USA Inc. Takes $5.09 Million Position in Goldman Sachs Municipal Income ETF $GMUB

Mirae Asset Securities USA Inc. bought a new stake in Goldman Sachs Municipal Income ETF (NYSEARCA:GMUB – Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for CES Energy Solutions (TSE:CEU) Insider Mihir Patel Sells 12,184 Shares of Stock

CES Energy Solutions (TSE:CEU) Insider Mihir Patel Sells 12,184 Shares of Stock

CES Energy Solutions Corp. (TSE:CEU – Get Free Report) insider Mihir Patel sold 12,184 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of C$16.04, for... More of this article »
Image for Penobscot Investment Management Company Inc. Has $8.76 Million Position in Automatic Data Processing, Inc. $ADP

Penobscot Investment Management Company Inc. Has $8.76 Million Position in Automatic Data Processing, Inc. $ADP

Penobscot Investment Management Company Inc. lessened its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 5.8% during the first quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for iShares Core S&P Small-Cap ETF $IJR Shares Acquired by SilverOak Wealth Management LLC

iShares Core S&P Small-Cap ETF $IJR Shares Acquired by SilverOak Wealth Management LLC

SilverOak Wealth Management LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Insider Buying: Rathbones Group (LON:RAT) Insider Acquires 9 Shares of Stock

Insider Buying: Rathbones Group (LON:RAT) Insider Acquires 9 Shares of Stock

Rathbones Group Plc (LON:RAT – Get Free Report) insider Jonathan Sorrell  acquired 9 shares of the firm’s stock in a transaction on Monday, July 6th. The shares were bought at an average cost of GBX 1,664 per share,... More of this article »
Image for Shuttle Pharmaceuticals (NASDAQ:SHPH) Major Shareholder Financial Lp Hrt Sells 9,022 Shares of Stock

Shuttle Pharmaceuticals (NASDAQ:SHPH) Major Shareholder Financial Lp Hrt Sells 9,022 Shares of Stock

Shuttle Pharmaceuticals Holdings, Inc. (NASDAQ:SHPH – Get Free Report) major shareholder Financial Lp Hrt sold 9,022 shares of the stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $3.51,... More of this article »
Image for Meitav Investment House Ltd. Cuts Stock Position in Expedia Group, Inc. $EXPE

Meitav Investment House Ltd. Cuts Stock Position in Expedia Group, Inc. $EXPE

Meitav Investment House Ltd. decreased its position in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 83.7% in the first quarter, HoldingsChannel reports. The fund owned 898 shares of the online travel company’s... More of this article »
Image for World Investment Advisors Increases Stock Holdings in Cohen & Steers Infrastructure Fund, Inc $UTF

World Investment Advisors Increases Stock Holdings in Cohen & Steers Infrastructure Fund, Inc $UTF

World Investment Advisors grew its holdings in shares of Cohen & Steers Infrastructure Fund, Inc (NYSE:UTF – Free Report) by 595.3% during the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Arcus Biosciences, Inc. (NYSE:RCUS) Receives $35.10 Consensus PT from Analysts

Arcus Biosciences, Inc. (NYSE:RCUS) Receives $35.10 Consensus PT from Analysts

Arcus Biosciences, Inc. (NYSE:RCUS – Get Free Report) has been given an average recommendation of “Moderate Buy” by the twelve brokerages that are presently covering the company, MarketBeat.com reports. One investment... More of this article »
Image for Concentra Group Holdings Parent (NYSE:CON) Reaches New 12-Month High  – Here’s Why

Concentra Group Holdings Parent (NYSE:CON) Reaches New 12-Month High – Here’s Why

Concentra Group Holdings Parent, Inc. (NYSE:CON – Get Free Report)’s share price reached a new 52-week high during mid-day trading on Monday . The company traded as high as $31.93 and last traded at $32.3810, with a volume... More of this article »
Image for Kearny Financial (NASDAQ:KRNY) Hits New 1-Year High  – Should You Buy?

Kearny Financial (NASDAQ:KRNY) Hits New 1-Year High – Should You Buy?

Kearny Financial (NASDAQ:KRNY – Get Free Report) reached a new 52-week high during mid-day trading on Monday . The stock traded as high as $9.66 and last traded at $9.4250, with a volume of 645435 shares. The stock had previously... More of this article »
Image for Stephens Inc. AR Purchases 13,026 Shares of ServiceNow, Inc. $NOW

Stephens Inc. AR Purchases 13,026 Shares of ServiceNow, Inc. $NOW

Stephens Inc. AR increased its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 42.7% in the 1st quarter, HoldingsChannel.com reports. The fund owned 43,503 shares of the information technology services provider’s... More of this article »
Image for Y Intercept Hong Kong Ltd Makes New $2.70 Million Investment in The Bancorp, Inc. $TBBK

Y Intercept Hong Kong Ltd Makes New $2.70 Million Investment in The Bancorp, Inc. $TBBK

Y Intercept Hong Kong Ltd purchased a new position in shares of The Bancorp, Inc. (NASDAQ:TBBK – Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Samsara (NYSE:IOT) Insider Adam Eltoukhy Sells 3,653 Shares of Stock

Samsara (NYSE:IOT) Insider Adam Eltoukhy Sells 3,653 Shares of Stock

Samsara Inc. (NYSE:IOT – Get Free Report) insider Adam Eltoukhy sold 3,653 shares of the stock in a transaction dated Monday, July 6th. The shares were sold at an average price of $37.00, for a total transaction of $135,161.00.... More of this article »
Image for Stephens Inc. AR Increases Position in Tyler Technologies, Inc. $TYL

Stephens Inc. AR Increases Position in Tyler Technologies, Inc. $TYL

Stephens Inc. AR increased its holdings in Tyler Technologies, Inc. (NYSE:TYL – Free Report) by 287.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor ... More of this article »
Image for Whittier Trust Co. of Nevada Inc. Sells 87,225 Shares of Fortive Corporation $FTV

Whittier Trust Co. of Nevada Inc. Sells 87,225 Shares of Fortive Corporation $FTV

Whittier Trust Co. of Nevada Inc. cut its holdings in shares of Fortive Corporation (NYSE:FTV – Free Report) by 75.4% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Horst & Graben Wealth Management LLC Acquires New Stake in iShares ESG Advanced MSCI EAFE ETF $DMXF

Horst & Graben Wealth Management LLC Acquires New Stake in iShares ESG Advanced MSCI EAFE ETF $DMXF

Horst & Graben Wealth Management LLC acquired a new stake in shares of iShares ESG Advanced MSCI EAFE ETF (NASDAQ:DMXF – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Swedbank AB Sells 2,508 Shares of AutoZone, Inc. $AZO

Swedbank AB Sells 2,508 Shares of AutoZone, Inc. $AZO

Swedbank AB lessened its holdings in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 7.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 30,971... More of this article »
Image for Swedbank AB Has $61.92 Million Stake in F5, Inc. $FFIV

Swedbank AB Has $61.92 Million Stake in F5, Inc. $FFIV

Swedbank AB increased its stake in F5, Inc. (NASDAQ:FFIV – Free Report) by 3.3% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 214,014 shares of the network technology company’s... More of this article »
Image for SentinelOne, Inc. $S Shares Purchased by Swedbank AB

SentinelOne, Inc. $S Shares Purchased by Swedbank AB

Swedbank AB grew its position in shares of SentinelOne, Inc. (NYSE:S – Free Report) by 9.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,183,973... More of this article »
Image for Swedbank AB Sells 5,716 Shares of HCA Healthcare, Inc. $HCA

Swedbank AB Sells 5,716 Shares of HCA Healthcare, Inc. $HCA

Swedbank AB cut its holdings in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 3.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 141,582 shares... More of this article »
Image for Joeben Bevirt Sells 15,788 Shares of Joby Aviation (NYSE:JOBY) Stock

Joeben Bevirt Sells 15,788 Shares of Joby Aviation (NYSE:JOBY) Stock

Joby Aviation, Inc. (NYSE:JOBY – Get Free Report) CEO Joeben Bevirt sold 15,788 shares of the firm’s stock in a transaction on Thursday, July 2nd. The stock was sold at an average price of $8.92, for a total value of $140,828.96.... More of this article »
Image for Admiral Group (LON:ADM) Sets New 12-Month High  – What’s Next?

Admiral Group (LON:ADM) Sets New 12-Month High – What’s Next?

Admiral Group plc (LON:ADM – Get Free Report) shares hit a new 52-week high on Monday . The stock traded as high as GBX 3,692 and last traded at GBX 3,691.67, with a volume of 618522 shares trading hands. The stock had previously... More of this article »
Image for Jennifer Ladd Hanson Sells 567 Shares of CarGurus (NASDAQ:CARG) Stock

Jennifer Ladd Hanson Sells 567 Shares of CarGurus (NASDAQ:CARG) Stock

CarGurus, Inc. (NASDAQ:CARG – Get Free Report) insider Jennifer Ladd Hanson sold 567 shares of the firm’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $35.03, for a total... More of this article »
Image for Peter Dominic Montano Sells 2,528 Shares of B2Gold (TSE:BTO) Stock

Peter Dominic Montano Sells 2,528 Shares of B2Gold (TSE:BTO) Stock

B2Gold Corp. (TSE:BTO – Get Free Report) (NYSE:BTG) insider Peter Dominic Montano sold 2,528 shares of the company’s stock in a transaction dated Friday, July 3rd. The stock was sold at an average price of C$5.88, for a... More of this article »
Image for Ventas (NYSE:VTR) Sets New 52-Week High  – What’s Next?

Ventas (NYSE:VTR) Sets New 52-Week High – What’s Next?

Ventas, Inc. (NYSE:VTR – Get Free Report) shares hit a new 52-week high during mid-day trading on Wednesday . The stock traded as high as $94.60 and last traded at $94.0430, with a volume of 3743760 shares. The stock had previously... More of this article »
Image for Louisiana State Employees Retirement System Buys Shares of 14,700 Sylvamo Corporation $SLVM

Louisiana State Employees Retirement System Buys Shares of 14,700 Sylvamo Corporation $SLVM

Louisiana State Employees Retirement System purchased a new position in shares of Sylvamo Corporation (NYSE:SLVM – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Urban Outfitters, Inc. $URBN Shares Sold by SG Americas Securities LLC

Urban Outfitters, Inc. $URBN Shares Sold by SG Americas Securities LLC

SG Americas Securities LLC cut its position in Urban Outfitters, Inc. (NASDAQ:URBN – Free Report) by 61.1% during the first quarter, HoldingsChannel reports. The firm owned 10,012 shares of the apparel retailer’s stock... More of this article »
Image for Capstone Wealth Management Group LLC Makes New $518,000 Investment in The Sherwin-Williams Company $SHW

Capstone Wealth Management Group LLC Makes New $518,000 Investment in The Sherwin-Williams Company $SHW

Capstone Wealth Management Group LLC purchased a new position in The Sherwin-Williams Company (NYSE:SHW – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Hsbc Holdings PLC Has $18.91 Million Stock Position in Moderna, Inc. $MRNA

Hsbc Holdings PLC Has $18.91 Million Stock Position in Moderna, Inc. $MRNA

Hsbc Holdings PLC lessened its position in shares of Moderna, Inc. (NASDAQ:MRNA – Free Report) by 14.4% in the fourth quarter, HoldingsChannel.com reports. The firm owned 638,370 shares of the company’s stock after selling... More of this article »
Image for Septerna, Inc. (NASDAQ:SEPN) Given Consensus Recommendation of “Moderate Buy” by Analysts

Septerna, Inc. (NASDAQ:SEPN) Given Consensus Recommendation of “Moderate Buy” by Analysts

Shares of Septerna, Inc. (NASDAQ:SEPN – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the eleven brokerages that are covering the firm, MarketBeat Ratings reports. One research... More of this article »
Image for Whittier Trust Co. of Nevada Inc. Invests $753,000 in VictoryShares Free Cash Flow ETF $VFLO

Whittier Trust Co. of Nevada Inc. Invests $753,000 in VictoryShares Free Cash Flow ETF $VFLO

Whittier Trust Co. of Nevada Inc. purchased a new position in shares of VictoryShares Free Cash Flow ETF (NASDAQ:VFLO – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Whittier Trust Co. of Nevada Inc. Takes Position in Karman Holdings Inc. $KRMN

Whittier Trust Co. of Nevada Inc. Takes Position in Karman Holdings Inc. $KRMN

Whittier Trust Co. of Nevada Inc. bought a new position in shares of Karman Holdings Inc. (NYSE:KRMN – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for KERR FINANCIAL PLANNING Corp Has $901,000 Holdings in VanEck Semiconductor ETF $SMH

KERR FINANCIAL PLANNING Corp Has $901,000 Holdings in VanEck Semiconductor ETF $SMH

KERR FINANCIAL PLANNING Corp trimmed its stake in shares of VanEck Semiconductor ETF (NASDAQ:SMH – Free Report) by 49.4% during the first quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for WisdomTree U.S. High Dividend Fund (NYSEARCA:DHS) Reaches New 1-Year High  – What’s Next?

WisdomTree U.S. High Dividend Fund (NYSEARCA:DHS) Reaches New 1-Year High – What’s Next?

WisdomTree U.S. High Dividend Fund (NYSEARCA:DHS – Get Free Report)’s stock price reached a new 52-week high during trading on Wednesday . The stock traded as high as $116.34 and last traded at $115.64, with a volume of... More of this article »
Image for Evergy (NASDAQ:EVRG) Reaches New 12-Month High  – Here’s Why

Evergy (NASDAQ:EVRG) Reaches New 12-Month High – Here’s Why

Evergy Inc. (NASDAQ:EVRG – Get Free Report)’s stock price hit a new 52-week high during trading on Wednesday . The company traded as high as $88.62 and last traded at $87.12, with a volume of 2346808 shares traded. The... More of this article »
Image for Astrazeneca Plc $AZN Shares Sold by PFG Investments LLC

Astrazeneca Plc $AZN Shares Sold by PFG Investments LLC

PFG Investments LLC lowered its stake in Astrazeneca Plc (NYSE:AZN – Free Report) by 56.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,550 shares... More of this article »
Image for Brokerages Set Upwork Inc. (NASDAQ:UPWK) Price Target at $15.50

Brokerages Set Upwork Inc. (NASDAQ:UPWK) Price Target at $15.50

Upwork Inc. (NASDAQ:UPWK – Get Free Report) has been given a consensus recommendation of “Hold” by the thirteen brokerages that are covering the company, Marketbeat reports. Ten analysts have rated the stock with... More of this article »
Image for Integrated Advisors Network LLC Invests $2.52 Million in Colgate-Palmolive Company $CL

Integrated Advisors Network LLC Invests $2.52 Million in Colgate-Palmolive Company $CL

Integrated Advisors Network LLC bought a new stake in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) in the 1st quarter, HoldingsChannel reports. The institutional investor bought 29,554 shares of the company’s... More of this article »
Image for New York State Teachers Retirement System Cuts Holdings in First American Financial Corporation $FAF

New York State Teachers Retirement System Cuts Holdings in First American Financial Corporation $FAF

New York State Teachers Retirement System reduced its position in shares of First American Financial Corporation (NYSE:FAF – Free Report) by 7.6% during the 1st quarter, according to the company in its most recent 13F filing... More of this article »
Image for Celsius Holdings Inc. $CELH Shares Sold by New York State Teachers Retirement System

Celsius Holdings Inc. $CELH Shares Sold by New York State Teachers Retirement System

New York State Teachers Retirement System lessened its position in Celsius Holdings Inc. (NASDAQ:CELH – Free Report) by 9.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 156,600 shares... More of this article »
Image for Private Advisor Group LLC Has $4.51 Million Holdings in Dimensional US Large Cap Value ETF $DFLV

Private Advisor Group LLC Has $4.51 Million Holdings in Dimensional US Large Cap Value ETF $DFLV

Private Advisor Group LLC grew its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 18.6% in the first quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image for Charles Kane Sells 2,000 Shares of Symbotic (NASDAQ:SYM) Stock

Charles Kane Sells 2,000 Shares of Symbotic (NASDAQ:SYM) Stock

Symbotic Inc. (NASDAQ:SYM – Get Free Report) Director Charles Kane sold 2,000 shares of the company’s stock in a transaction dated Wednesday, July 1st. The shares were sold at an average price of $44.90, for a total value... More of this article »
Image for Best Transportation Stocks Worth Watching – July 7th

Best Transportation Stocks Worth Watching – July 7th

American Airlines Group, Berkshire Hathaway, Delta Air Lines, Valero Energy, and Howmet Aerospace are the five Transportation stocks to watch today, according to MarketBeat’s stock screener tool. Transportation stocks are shares... More of this article »
Image for Y Intercept Hong Kong Ltd Invests $2.73 Million in Bath & Body Works, Inc. $BBWI

Y Intercept Hong Kong Ltd Invests $2.73 Million in Bath & Body Works, Inc. $BBWI

Y Intercept Hong Kong Ltd purchased a new stake in Bath & Body Works, Inc. (NYSE:BBWI – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased... More of this article »
Image for SG Americas Securities LLC Sells 16,160 Shares of Alpha Metallurgical Resources, Inc. $AMR

SG Americas Securities LLC Sells 16,160 Shares of Alpha Metallurgical Resources, Inc. $AMR

SG Americas Securities LLC trimmed its position in Alpha Metallurgical Resources, Inc. (NYSE:AMR – Free Report) by 85.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Strs Ohio Grows Holdings in Matson, Inc. $MATX

Strs Ohio Grows Holdings in Matson, Inc. $MATX

Strs Ohio boosted its position in Matson, Inc. (NYSE:MATX – Free Report) by 222.2% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 8,700 shares of the shipping company’s... More of this article »