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Image for JT Stratford LLC Trims Holdings in Coinbase Global, Inc. (NASDAQ:COIN)

JT Stratford LLC Trims Holdings in Coinbase Global, Inc. (NASDAQ:COIN)

JT Stratford LLC lowered its position in Coinbase Global, Inc. (NASDAQ:COIN) by 18.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Burgundy Asset Management Ltd. Raises Holdings in Generac Holdings Inc. (NYSE:GNRC)

Burgundy Asset Management Ltd. Raises Holdings in Generac Holdings Inc. (NYSE:GNRC)

Burgundy Asset Management Ltd. grew its position in shares of Generac Holdings Inc. (NYSE:GNRC – Free Report) by 1.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for The Southern Company (NYSE:SO) Shares Sold by JT Stratford LLC

The Southern Company (NYSE:SO) Shares Sold by JT Stratford LLC

JT Stratford LLC cut its holdings in The Southern Company (NYSE:SO – Free Report) by 1.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 8,984 shares of the utilities provider’s... More of this article »
Image for Cornerstone Advisory LLC Grows Stock Holdings in Prologis, Inc. (NYSE:PLD)

Cornerstone Advisory LLC Grows Stock Holdings in Prologis, Inc. (NYSE:PLD)

Cornerstone Advisory LLC grew its stake in Prologis, Inc. (NYSE:PLD – Free Report) by 4.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 3,567 shares of the real estate investment trust’s stock after... More of this article »
Image for Burgundy Asset Management Ltd. Sells 205,228 Shares of News Co. (NASDAQ:NWS)

Burgundy Asset Management Ltd. Sells 205,228 Shares of News Co. (NASDAQ:NWS)

Burgundy Asset Management Ltd. decreased its position in shares of News Co. (NASDAQ:NWS – Free Report) by 9.2% in the 4th quarter, Holdings Channel reports. The fund owned 2,014,492 shares of the company’s stock after... More of this article »
Image for Pacific Point Advisors LLC Buys Shares of 26,287 Rollins, Inc. (NYSE:ROL)

Pacific Point Advisors LLC Buys Shares of 26,287 Rollins, Inc. (NYSE:ROL)

Pacific Point Advisors LLC acquired a new position in Rollins, Inc. (NYSE:ROL – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for 26,131 Shares in Monster Beverage Co. (NASDAQ:MNST) Bought by Pacific Point Advisors LLC

26,131 Shares in Monster Beverage Co. (NASDAQ:MNST) Bought by Pacific Point Advisors LLC

Pacific Point Advisors LLC acquired a new position in shares of Monster Beverage Co. (NASDAQ:MNST – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for University of Texas Texas AM Investment Management Co. Lowers Position in Capital One Financial Co. (NYSE:COF)

University of Texas Texas AM Investment Management Co. Lowers Position in Capital One Financial Co. (NYSE:COF)

University of Texas Texas AM Investment Management Co. decreased its position in shares of Capital One Financial Co. (NYSE:COF) by 57.4% during the fourth quarter, according to its most recent disclosure with the Securities &... More of this article »
Image for Maged Shenouda Acquires 50,000 Shares of Relmada Therapeutics, Inc. (NASDAQ:RLMD) Stock

Maged Shenouda Acquires 50,000 Shares of Relmada Therapeutics, Inc. (NASDAQ:RLMD) Stock

Relmada Therapeutics, Inc. (NASDAQ:RLMD – Get Free Report) CFO Maged Shenouda acquired 50,000 shares of the business’s stock in a transaction dated Friday, May 16th. The shares were bought at an average cost of $0.44 per... More of this article »
Image for Stonebridge Financial Planning Group LLC Boosts Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Stonebridge Financial Planning Group LLC Boosts Stock Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Stonebridge Financial Planning Group LLC grew its stake in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Image for BCK Capital Management LP Has $4.86 Million Stake in HashiCorp, Inc. (NASDAQ:HCP)

BCK Capital Management LP Has $4.86 Million Stake in HashiCorp, Inc. (NASDAQ:HCP)

BCK Capital Management LP lowered its position in HashiCorp, Inc. (NASDAQ:HCP – Free Report) by 16.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Pettinga Financial Advisors LLC Purchases 100 Shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Pettinga Financial Advisors LLC Purchases 100 Shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Pettinga Financial Advisors LLC lifted its position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 7.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for The Progressive Co. (NYSE:PGR) Shares Sold by Public Employees Retirement System of Ohio

The Progressive Co. (NYSE:PGR) Shares Sold by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio reduced its stake in The Progressive Co. (NYSE:PGR – Free Report) by 4.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Ryanair Holdings plc (NASDAQ:RYAAY) is Centerstone Investors LLC’s 2nd Largest Position

Ryanair Holdings plc (NASDAQ:RYAAY) is Centerstone Investors LLC’s 2nd Largest Position

Centerstone Investors LLC lessened its position in Ryanair Holdings plc (NASDAQ:RYAAY – Free Report) by 54.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Neo Ivy Capital Management Invests $5.01 Million in Avis Budget Group, Inc. (NASDAQ:CAR)

Neo Ivy Capital Management Invests $5.01 Million in Avis Budget Group, Inc. (NASDAQ:CAR)

Neo Ivy Capital Management acquired a new stake in Avis Budget Group, Inc. (NASDAQ:CAR – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund acquired 62,091 shares of the business services... More of this article »
Image for Retirement Planning Group LLC Has $148.44 Million Stock Holdings in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)

Retirement Planning Group LLC Has $148.44 Million Stock Holdings in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)

Retirement Planning Group LLC raised its position in shares of Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 11.5% in the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Retirement Planning Group LLC Cuts Position in Pacer US Cash Cows 100 ETF (BATS:COWZ)

Retirement Planning Group LLC Cuts Position in Pacer US Cash Cows 100 ETF (BATS:COWZ)

Retirement Planning Group LLC decreased its holdings in Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 1.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 448,463 shares of the company’s... More of this article »
Image for Voloridge Investment Management LLC Sells 20,471 Shares of TransMedics Group, Inc. (NASDAQ:TMDX)

Voloridge Investment Management LLC Sells 20,471 Shares of TransMedics Group, Inc. (NASDAQ:TMDX)

Voloridge Investment Management LLC reduced its position in shares of TransMedics Group, Inc. (NASDAQ:TMDX – Free Report) by 6.5% during the 4th quarter, HoldingsChannel.com reports. The fund owned 294,548 shares of the company’s... More of this article »
Image for Top Grocery Stocks To Follow Today – May 20th

Top Grocery Stocks To Follow Today – May 20th

Nebius Group, Walmart, Uber Technologies, Berkshire Hathaway, and Costco Wholesale are the five Grocery stocks to watch today, according to MarketBeat’s stock screener tool. Grocery stocks are the assortment and quantity of... More of this article »
Image for Best Penny Stocks To Research – May 20th

Best Penny Stocks To Research – May 20th

NeurAxis, Edible Garden, TeraWulf, Bloomz, and BigBear.ai are the five Penny stocks to watch today, according to MarketBeat’s stock screener tool. Penny stocks are shares of small-cap companies that trade at very low prices—typically... More of this article »
Image for WCG Wealth Advisors LLC Sells 343 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

WCG Wealth Advisors LLC Sells 343 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

WCG Wealth Advisors LLC cut its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for WCG Wealth Advisors LLC Acquires Shares of 147,089 Innovator Equity Managed Floor ETF (NYSEARCA:SFLR)

WCG Wealth Advisors LLC Acquires Shares of 147,089 Innovator Equity Managed Floor ETF (NYSEARCA:SFLR)

WCG Wealth Advisors LLC acquired a new stake in Innovator Equity Managed Floor ETF (NYSEARCA:SFLR – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 147,089 shares of... More of this article »
Image for Avantis International Equity ETF (NYSEARCA:AVDE) Shares Bought by WCG Wealth Advisors LLC

Avantis International Equity ETF (NYSEARCA:AVDE) Shares Bought by WCG Wealth Advisors LLC

WCG Wealth Advisors LLC grew its holdings in shares of Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 8.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 295,474 shares of the company’s... More of this article »
Image for Parr Mcknight Wealth Management Group LLC Makes New Investment in The Kroger Co. (NYSE:KR)

Parr Mcknight Wealth Management Group LLC Makes New Investment in The Kroger Co. (NYSE:KR)

Parr Mcknight Wealth Management Group LLC acquired a new stake in shares of The Kroger Co. (NYSE:KR – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 49,368 shares of the... More of this article »
Image for Pettinga Financial Advisors LLC Has $706,000 Stock Position in Aberdeen Standard Physical Platinum Shares ETF (NYSEARCA:PPLT)

Pettinga Financial Advisors LLC Has $706,000 Stock Position in Aberdeen Standard Physical Platinum Shares ETF (NYSEARCA:PPLT)

Pettinga Financial Advisors LLC cut its holdings in shares of Aberdeen Standard Physical Platinum Shares ETF (NYSEARCA:PPLT – Free Report) by 9.6% during the fourth quarter, according to the company in its most recent 13F filing... More of this article »
Image for Green Energy Stocks To Follow Now – May 20th

Green Energy Stocks To Follow Now – May 20th

Darling Ingredients, NWTN, Mercer International, Nuvve, Richardson Electronics, NWTN, and Globalink Investment are the seven Green Energy stocks to watch today, according to MarketBeat’s stock screener tool. Green energy stocks... More of this article »
Image for Retirement Planning Group LLC Sells 13,081 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Retirement Planning Group LLC Sells 13,081 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Retirement Planning Group LLC reduced its position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 26.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 36,312 shares of the exchange traded... More of this article »
Image for Retirement Planning Group LLC Boosts Stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Retirement Planning Group LLC Boosts Stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)

Retirement Planning Group LLC lifted its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 374.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Advanced Micro Devices, Inc. (NASDAQ:AMD) is Sylebra Capital LLC’s 6th Largest Position

Advanced Micro Devices, Inc. (NASDAQ:AMD) is Sylebra Capital LLC’s 6th Largest Position

Sylebra Capital LLC increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 56.1% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,790,591... More of this article »
Image for EverQuote, Inc. (NASDAQ:EVER) CEO Sells $338,034.40 in Stock

EverQuote, Inc. (NASDAQ:EVER) CEO Sells $338,034.40 in Stock

EverQuote, Inc. (NASDAQ:EVER – Get Free Report) CEO Jayme Mendal sold 14,360 shares of the stock in a transaction that occurred on Tuesday, May 20th. The shares were sold at an average price of $23.54, for a total value of $338,034.40.... More of this article »
Image for The Boeing Company (NYSE:BA) Shares Sold by Headinvest LLC

The Boeing Company (NYSE:BA) Shares Sold by Headinvest LLC

Headinvest LLC cut its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 10.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for University of Texas Texas AM Investment Management Co. Cuts Stock Position in Arrow Electronics, Inc. (NYSE:ARW)

University of Texas Texas AM Investment Management Co. Cuts Stock Position in Arrow Electronics, Inc. (NYSE:ARW)

University of Texas Texas AM Investment Management Co. lessened its holdings in shares of Arrow Electronics, Inc. (NYSE:ARW – Free Report) by 42.8% during the 4th quarter, Holdings Channel reports. The firm owned 27,325 shares... More of this article »
Image for Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Sold by Headinvest LLC

Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Sold by Headinvest LLC

Headinvest LLC reduced its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 10.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 976 shares of the... More of this article »
Image for 5,550 Shares in iShares J.P. Morgan EM Local Currency Bond ETF (NYSEARCA:LEMB) Purchased by City National Bank of Florida MSD

5,550 Shares in iShares J.P. Morgan EM Local Currency Bond ETF (NYSEARCA:LEMB) Purchased by City National Bank of Florida MSD

City National Bank of Florida MSD bought a new stake in shares of iShares J.P. Morgan EM Local Currency Bond ETF (NYSEARCA:LEMB – Free Report) during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Image for Worldquant Millennium Advisors LLC Grows Stock Position in Tenet Healthcare Co. (NYSE:THC)

Worldquant Millennium Advisors LLC Grows Stock Position in Tenet Healthcare Co. (NYSE:THC)

Worldquant Millennium Advisors LLC boosted its holdings in shares of Tenet Healthcare Co. (NYSE:THC – Free Report) by 149.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $169.78 Million Stock Position in Xcel Energy Inc. (NASDAQ:XEL)

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $169.78 Million Stock Position in Xcel Energy Inc. (NASDAQ:XEL)

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 12.0% in the 4th quarter, according to its most recent disclosure with the... More of this article »
Image for JT Stratford LLC Has $343,000 Stock Holdings in Old Dominion Freight Line, Inc. (NASDAQ:ODFL)

JT Stratford LLC Has $343,000 Stock Holdings in Old Dominion Freight Line, Inc. (NASDAQ:ODFL)

JT Stratford LLC decreased its holdings in shares of Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Free Report) by 41.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for ASML Holding (NASDAQ:ASML) Position Decreased by JT Stratford LLC

ASML Holding (NASDAQ:ASML) Position Decreased by JT Stratford LLC

JT Stratford LLC reduced its holdings in ASML Holding (NASDAQ:ASML – Free Report) by 6.7% during the fourth quarter, Holdings Channel reports. The firm owned 656 shares of the semiconductor company’s stock after selling... More of this article »
Image for Head-To-Head Review: UBS (OTCMKTS:OUBSF) vs. City (NASDAQ:CHCO)

Head-To-Head Review: UBS (OTCMKTS:OUBSF) vs. City (NASDAQ:CHCO)

City (NASDAQ:CHCO – Get Free Report) and UBS (OTCMKTS:OUBSF – Get Free Report) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability,... More of this article »
Image for Cornerstone Advisory LLC Acquires New Shares in Johnson Controls International plc (NYSE:JCI)

Cornerstone Advisory LLC Acquires New Shares in Johnson Controls International plc (NYSE:JCI)

Cornerstone Advisory LLC acquired a new position in Johnson Controls International plc (NYSE:JCI – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for First Heartland Consultants Inc. Invests $210,000 in United Parcel Service, Inc. (NYSE:UPS)

First Heartland Consultants Inc. Invests $210,000 in United Parcel Service, Inc. (NYSE:UPS)

First Heartland Consultants Inc. purchased a new position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for First Heartland Consultants Inc. Invests $233,000 in SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK)

First Heartland Consultants Inc. Invests $233,000 in SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK)

First Heartland Consultants Inc. acquired a new position in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 2,439 shares of the... More of this article »
Image for Pinkerton Retirement Specialists LLC Invests $222,000 in CAVA Group, Inc. (NYSE:CAVA)

Pinkerton Retirement Specialists LLC Invests $222,000 in CAVA Group, Inc. (NYSE:CAVA)

Pinkerton Retirement Specialists LLC purchased a new stake in CAVA Group, Inc. (NYSE:CAVA – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for 49 Wealth Management LLC Purchases 84 Shares of RTX Co. (NYSE:RTX)

49 Wealth Management LLC Purchases 84 Shares of RTX Co. (NYSE:RTX)

49 Wealth Management LLC raised its position in RTX Co. (NYSE:RTX – Free Report) by 3.3% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 2,609 shares of the company’s... More of this article »
Image for Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Sold by 49 Wealth Management LLC

Vanguard High Dividend Yield ETF (NYSEARCA:VYM) Shares Sold by 49 Wealth Management LLC

49 Wealth Management LLC trimmed its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 54.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Orion Capital Management LLC Makes New Investment in Analog Devices, Inc. (NASDAQ:ADI)

Orion Capital Management LLC Makes New Investment in Analog Devices, Inc. (NASDAQ:ADI)

Orion Capital Management LLC bought a new position in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 126 shares of the... More of this article »
Image for Novem Group Invests $328,000 in iShares Emerging Markets Equity Factor ETF (BATS:EMGF)

Novem Group Invests $328,000 in iShares Emerging Markets Equity Factor ETF (BATS:EMGF)

Novem Group acquired a new position in shares of iShares Emerging Markets Equity Factor ETF (BATS:EMGF – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE) Shares Bought by Focus Partners Advisor Solutions LLC

Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE) Shares Bought by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC raised its holdings in Dimensional Emerging Markets Sustainability Core 1 ETF (NYSEARCA:DFSE – Free Report) by 29.9% during the fourth quarter, according to the company in its most recent... More of this article »
Image for Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF) Shares Sold by Focus Partners Advisor Solutions LLC

Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF) Shares Sold by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC lowered its holdings in Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 6.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Tidewater Inc. (NYSE:TDW) Shares Acquired by Voloridge Investment Management LLC

Tidewater Inc. (NYSE:TDW) Shares Acquired by Voloridge Investment Management LLC

Voloridge Investment Management LLC grew its stake in Tidewater Inc. (NYSE:TDW – Free Report) by 110.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »