Home » Author Archive

Image for Cvfg LLC Purchases 4,875 Shares of Procter & Gamble Company (The) $PG

Cvfg LLC Purchases 4,875 Shares of Procter & Gamble Company (The) $PG

Cvfg LLC raised its position in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 117.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 9,033 shares of the company’s... More of this article »
Image for 10,112 Shares in Bank of America Corporation $BAC Purchased by Flatrock Wealth Partners LLC

10,112 Shares in Bank of America Corporation $BAC Purchased by Flatrock Wealth Partners LLC

Flatrock Wealth Partners LLC acquired a new stake in shares of Bank of America Corporation (NYSE:BAC) in the first quarter, Holdings Channel reports. The firm acquired 10,112 shares of the financial services provider’s stock,... More of this article »
Image for Cvfg LLC Takes $2.74 Million Position in Sezzle Inc. $SEZL

Cvfg LLC Takes $2.74 Million Position in Sezzle Inc. $SEZL

Cvfg LLC purchased a new stake in Sezzle Inc. (NASDAQ:SEZL – Free Report) in the 1st quarter, HoldingsChannel.com reports. The fund purchased 43,230 shares of the company’s stock, valued at approximately $2,736,000. A... More of this article »
Image for SPDR S&P MidCap 400 ETF Trust $MDY Shares Sold by Mirae Asset Securities USA Inc.

SPDR S&P MidCap 400 ETF Trust $MDY Shares Sold by Mirae Asset Securities USA Inc.

Mirae Asset Securities USA Inc. cut its stake in shares of SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 25.0% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 83,318... More of this article »
Image for USA Compression Partners (NYSE:USAC) Downgraded to Strong Sell Rating by Zacks Research

USA Compression Partners (NYSE:USAC) Downgraded to Strong Sell Rating by Zacks Research

USA Compression Partners (NYSE:USAC – Get Free Report) was downgraded by research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a note issued to investors on Monday,Zacks.com... More of this article »
Image for Workiva (NYSE:WK) Rating Lowered to Hold at Zacks Research

Workiva (NYSE:WK) Rating Lowered to Hold at Zacks Research

Workiva (NYSE:WK – Get Free Report) was downgraded by equities research analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a note issued to investors on Monday,Zacks.com reports. WK... More of this article »
Image for Zillow Group (NASDAQ:Z) Stock Rating Upgraded by Zacks Research

Zillow Group (NASDAQ:Z) Stock Rating Upgraded by Zacks Research

Zillow Group (NASDAQ:Z – Get Free Report) was upgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research report issued to clients and investors... More of this article »
Image for TransMedics Group (NASDAQ:TMDX) Lowered to Strong Sell Rating by Zacks Research

TransMedics Group (NASDAQ:TMDX) Lowered to Strong Sell Rating by Zacks Research

TransMedics Group (NASDAQ:TMDX – Get Free Report) was downgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a report issued on Monday,Zacks.com reports. Other... More of this article »
Image for Veeco Instruments (NASDAQ:VECO) Downgraded by Zacks Research to Hold

Veeco Instruments (NASDAQ:VECO) Downgraded by Zacks Research to Hold

Veeco Instruments (NASDAQ:VECO – Get Free Report) was downgraded by equities researchers at Zacks Research from a “strong-buy” rating to a “hold” rating in a research report issued on Monday,Zacks.com... More of this article »
Image for Richmond Investment Services LLC Boosts Holdings in Avantis Emerging Markets Equity ETF $AVEM

Richmond Investment Services LLC Boosts Holdings in Avantis Emerging Markets Equity ETF $AVEM

Richmond Investment Services LLC grew its stake in shares of Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 4.3% during the 1st quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Saxon Interests Inc. Lowers Holdings in iShares Russell Mid-Cap Growth ETF $IWP

Saxon Interests Inc. Lowers Holdings in iShares Russell Mid-Cap Growth ETF $IWP

Saxon Interests Inc. reduced its stake in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) by 46.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Alphamin Resources (CVE:AFM) Reaches New 12-Month High  – Time to Buy?

Alphamin Resources (CVE:AFM) Reaches New 12-Month High – Time to Buy?

Alphamin Resources Corp. (CVE:AFM – Get Free Report)’s stock price hit a new 52-week high during trading on Monday . The stock traded as high as C$1.60 and last traded at C$1.54, with a volume of 784006 shares traded. The... More of this article »
Image for Ligand Pharmaceuticals (NASDAQ:LGND) Sets New 12-Month High  – What’s Next?

Ligand Pharmaceuticals (NASDAQ:LGND) Sets New 12-Month High – What’s Next?

Ligand Pharmaceuticals Incorporated (NASDAQ:LGND – Get Free Report)’s stock price reached a new 52-week high during trading on Monday . The company traded as high as $321.89 and last traded at $316.6020, with a volume of... More of this article »
Image for Solstice Advanced Mat $SOLS Shares Sold by Whittier Trust Co.

Solstice Advanced Mat $SOLS Shares Sold by Whittier Trust Co.

Whittier Trust Co. lowered its stake in Solstice Advanced Mat (NASDAQ:SOLS – Free Report) by 74.5% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 17,968 shares of the company’s... More of this article »
Image for Saxon Interests Inc. Buys Shares of 14,596 CRISPR Therapeutics AG $CRSP

Saxon Interests Inc. Buys Shares of 14,596 CRISPR Therapeutics AG $CRSP

Saxon Interests Inc. purchased a new stake in shares of CRISPR Therapeutics AG (NASDAQ:CRSP – Free Report) in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased... More of this article »
Image for Marino Stram & Associates LLC Has $5.55 Million Stock Position in iShares Morningstar Mid-Cap Growth ETF $IMCG

Marino Stram & Associates LLC Has $5.55 Million Stock Position in iShares Morningstar Mid-Cap Growth ETF $IMCG

Marino Stram & Associates LLC boosted its stake in iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) by 11.1% in the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for iShares California Muni Bond ETF $CMF Shares Acquired by Navalign LLC

iShares California Muni Bond ETF $CMF Shares Acquired by Navalign LLC

Navalign LLC increased its position in shares of iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 7.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Meitav Investment House Ltd. Purchases New Holdings in Zoom Communications, Inc. $ZM

Meitav Investment House Ltd. Purchases New Holdings in Zoom Communications, Inc. $ZM

Meitav Investment House Ltd. acquired a new stake in shares of Zoom Communications, Inc. (NASDAQ:ZM – Free Report) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Phreesia (NYSE:PHR) Insider Yvonne Hui Sells 1,371 Shares of Stock

Phreesia (NYSE:PHR) Insider Yvonne Hui Sells 1,371 Shares of Stock

Phreesia, Inc. (NYSE:PHR – Get Free Report) insider Yvonne Hui sold 1,371 shares of the company’s stock in a transaction on Monday, July 6th. The shares were sold at an average price of $10.84, for a total value of $14,861.64.... More of this article »
Image for R Squared Ltd Has $390,000 Stake in Credicorp Ltd. $BAP

R Squared Ltd Has $390,000 Stake in Credicorp Ltd. $BAP

R Squared Ltd trimmed its position in shares of Credicorp Ltd. (NYSE:BAP – Free Report) by 74.7% in the first quarter, Holdings Channel reports. The fund owned 1,151 shares of the bank’s stock after selling 3,402 shares... More of this article »
Image for Cvfg LLC Takes $5.51 Million Position in Elbit Systems Ltd. $ESLT

Cvfg LLC Takes $5.51 Million Position in Elbit Systems Ltd. $ESLT

Cvfg LLC bought a new stake in Elbit Systems Ltd. (NASDAQ:ESLT – Free Report) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 6,488 shares of the aerospace... More of this article »
Image for R Squared Ltd Sells 13,202 Shares of Ituran Location and Control Ltd. $ITRN

R Squared Ltd Sells 13,202 Shares of Ituran Location and Control Ltd. $ITRN

R Squared Ltd reduced its stake in shares of Ituran Location and Control Ltd. (NASDAQ:ITRN – Free Report) by 66.8% in the first quarter, HoldingsChannel.com reports. The firm owned 6,560 shares of the industrial products company’s... More of this article »
Image for WealthPLAN Partners LLC Lowers Position in Brown & Brown, Inc. $BRO

WealthPLAN Partners LLC Lowers Position in Brown & Brown, Inc. $BRO

WealthPLAN Partners LLC lowered its stake in Brown & Brown, Inc. (NYSE:BRO – Free Report) by 34.4% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for US Foods (NYSE:USFD) Hits New 12-Month High  – Still a Buy?

US Foods (NYSE:USFD) Hits New 12-Month High – Still a Buy?

Shares of US Foods Holding Corp. (NYSE:USFD – Get Free Report) hit a new 52-week high during mid-day trading on Monday . The stock traded as high as $104.43 and last traded at $103.9240, with a volume of 2488290 shares trading... More of this article »
Image for Reddit Inc. $RDDT Shares Purchased by QRG Capital Management Inc.

Reddit Inc. $RDDT Shares Purchased by QRG Capital Management Inc.

QRG Capital Management Inc. raised its position in shares of Reddit Inc. (NYSE:RDDT – Free Report) by 183.3% in the first quarter, Holdings Channel.com reports. The fund owned 10,253 shares of the company’s stock after... More of this article »
Image for Private Advisor Group LLC Has $4.95 Million Position in VanEck Rare Earth and Strategic Metals ETF $REMX

Private Advisor Group LLC Has $4.95 Million Position in VanEck Rare Earth and Strategic Metals ETF $REMX

Private Advisor Group LLC raised its position in VanEck Rare Earth and Strategic Metals ETF (NYSEARCA:REMX – Free Report) by 172.5% during the first quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Amgen Inc. $AMGN Holdings Cut by Swedbank AB

Amgen Inc. $AMGN Holdings Cut by Swedbank AB

Swedbank AB lowered its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 19.7% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 325,833 shares... More of this article »
Image for 3,724 Shares in Biogen Inc. $BIIB Acquired by Elevation Point Wealth Partners LLC

3,724 Shares in Biogen Inc. $BIIB Acquired by Elevation Point Wealth Partners LLC

Elevation Point Wealth Partners LLC acquired a new stake in Biogen Inc. (NASDAQ:BIIB – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Broussard Financial Group LLC Acquires 18,414 Shares of Invesco CurrencyShares Japanese Yen Trust $FXY

Broussard Financial Group LLC Acquires 18,414 Shares of Invesco CurrencyShares Japanese Yen Trust $FXY

Broussard Financial Group LLC raised its holdings in Invesco CurrencyShares Japanese Yen Trust (NYSEARCA:FXY – Free Report) by 22.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Exzeo Group, Inc. (NYSE:XZO) Given Consensus Rating of “Moderate Buy” by Analysts

Exzeo Group, Inc. (NYSE:XZO) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of Exzeo Group, Inc. (NYSE:XZO – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the five brokerages that are currently covering the company, MarketBeat Ratings reports. One... More of this article »
Image for 38,789 Shares in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP Acquired by Flatrock Wealth Partners LLC

38,789 Shares in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP Acquired by Flatrock Wealth Partners LLC

Flatrock Wealth Partners LLC purchased a new position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) during the 1st quarter, HoldingsChannel.com reports. The firm purchased 38,789 shares... More of this article »
Image for Danaher Corporation $DHR Shares Sold by Duncker Streett & Co. Inc.

Danaher Corporation $DHR Shares Sold by Duncker Streett & Co. Inc.

Duncker Streett & Co. Inc. cut its position in Danaher Corporation (NYSE:DHR – Free Report) by 18.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Maurice Sciammas Sells 30 Shares of Monolithic Power Systems (NASDAQ:MPWR) Stock

Maurice Sciammas Sells 30 Shares of Monolithic Power Systems (NASDAQ:MPWR) Stock

Monolithic Power Systems, Inc. (NASDAQ:MPWR – Get Free Report) EVP Maurice Sciammas sold 30 shares of Monolithic Power Systems stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price... More of this article »
Image for Marc Graff Sells 126 Shares of Ciena (NYSE:CIEN) Stock

Marc Graff Sells 126 Shares of Ciena (NYSE:CIEN) Stock

Ciena Corporation (NYSE:CIEN – Get Free Report) CFO Marc Graff sold 126 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $466.20, for a total value... More of this article »
Image for Standard Chartered (OTCMKTS:SCBFF) Sets New 12-Month High  – Time to Buy?

Standard Chartered (OTCMKTS:SCBFF) Sets New 12-Month High – Time to Buy?

Standard Chartered PLC (OTCMKTS:SCBFF – Get Free Report) hit a new 52-week high during mid-day trading on Wednesday . The company traded as high as $28.1588 and last traded at $28.1588, with a volume of 3913 shares trading hands.... More of this article »
Image for Invesco Dividend Achievers ETF (NASDAQ:PFM) Sets New 12-Month High  – Here’s Why

Invesco Dividend Achievers ETF (NASDAQ:PFM) Sets New 12-Month High – Here’s Why

Invesco Dividend Achievers ETF (NASDAQ:PFM – Get Free Report)’s stock price hit a new 52-week high during trading on Wednesday . The stock traded as high as $56.26 and last traded at $56.08, with a volume of 17889 shares... More of this article »
Image for Invesco RAFI Strategic US ETF (NASDAQ:IUS) Sets New 1-Year High  – Time to Buy?

Invesco RAFI Strategic US ETF (NASDAQ:IUS) Sets New 1-Year High – Time to Buy?

Invesco RAFI Strategic US ETF (NASDAQ:IUS – Get Free Report)’s stock price reached a new 52-week high during trading on Wednesday . The stock traded as high as $67.02 and last traded at $66.72, with a volume of 40282 shares... More of this article »
Image for Royal Bank Of Canada $RY Position Raised by QRG Capital Management Inc.

Royal Bank Of Canada $RY Position Raised by QRG Capital Management Inc.

QRG Capital Management Inc. raised its position in shares of Royal Bank Of Canada (NYSE:RY – Free Report) (TSE:RY) by 103.8% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for ALPS O’Shares U.S. Quality Dividend ETF (BATS:OUSA) Reaches New 1-Year High  – Here’s What Happened

ALPS O’Shares U.S. Quality Dividend ETF (BATS:OUSA) Reaches New 1-Year High – Here’s What Happened

ALPS O’Shares U.S. Quality Dividend ETF (BATS:OUSA – Get Free Report)’s stock price reached a new 52-week high during mid-day trading on Wednesday . The company traded as high as $60.43 and last traded at $59.99,... More of this article »
Image for World Investment Advisors Takes Position in Invesco Large Cap Growth ETF $PWB

World Investment Advisors Takes Position in Invesco Large Cap Growth ETF $PWB

World Investment Advisors acquired a new stake in shares of Invesco Large Cap Growth ETF (NYSEARCA:PWB – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm acquired 12,667 shares... More of this article »
Image for Coincheck Group N.V. (NASDAQ:CNCK) Receives Average Recommendation of “Reduce” from Analysts

Coincheck Group N.V. (NASDAQ:CNCK) Receives Average Recommendation of “Reduce” from Analysts

Coincheck Group N.V. (NASDAQ:CNCK – Get Free Report) has been assigned a consensus rating of “Reduce” from the five brokerages that are covering the stock, MarketBeat Ratings reports. Two equities research analysts... More of this article »
Image for Hartline Investment Corp Has $2.45 Million Stake in Enbridge Inc $ENB

Hartline Investment Corp Has $2.45 Million Stake in Enbridge Inc $ENB

Hartline Investment Corp grew its position in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 37.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Veralto Corporation $VLTO Holdings Reduced by Corus Family Wealth Advisors

Veralto Corporation $VLTO Holdings Reduced by Corus Family Wealth Advisors

Corus Family Wealth Advisors lowered its position in Veralto Corporation (NYSE:VLTO – Free Report) by 48.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for HB Wealth Management LLC Has $1.40 Million Stake in Procore Technologies, Inc. $PCOR

HB Wealth Management LLC Has $1.40 Million Stake in Procore Technologies, Inc. $PCOR

HB Wealth Management LLC reduced its holdings in shares of Procore Technologies, Inc. (NYSE:PCOR – Free Report) by 38.9% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Integrated Advisors Network LLC Has $3.83 Million Stock Holdings in BlackRock $BLK

Integrated Advisors Network LLC Has $3.83 Million Stock Holdings in BlackRock $BLK

Integrated Advisors Network LLC trimmed its stake in shares of BlackRock (NYSE:BLK – Free Report) by 15.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for PepsiCo, Inc. (NASDAQ:PEP) Receives $165.00 Consensus Target Price from Brokerages

PepsiCo, Inc. (NASDAQ:PEP) Receives $165.00 Consensus Target Price from Brokerages

PepsiCo, Inc. (NASDAQ:PEP – Get Free Report) has been given a consensus rating of “Hold” by the twenty brokerages that are covering the company, Marketbeat Ratings reports. One research analyst has rated the stock... More of this article »
Image for Analysts Set JetBlue Airways Corporation (NASDAQ:JBLU) Price Target at $5.21

Analysts Set JetBlue Airways Corporation (NASDAQ:JBLU) Price Target at $5.21

JetBlue Airways Corporation (NASDAQ:JBLU – Get Free Report) has been assigned an average recommendation of “Reduce” from the thirteen brokerages that are covering the company, MarketBeat reports. Six analysts have... More of this article »
Image for Andrew Woods Sells 5,758 Shares of PubMatic (NASDAQ:PUBM) Stock

Andrew Woods Sells 5,758 Shares of PubMatic (NASDAQ:PUBM) Stock

PubMatic, Inc. (NASDAQ:PUBM – Get Free Report) General Counsel Andrew Woods sold 5,758 shares of the company’s stock in a transaction dated Thursday, July 2nd. The shares were sold at an average price of $13.65, for a total... More of this article »
Image for Janney Montgomery Scott LLC Has $2.73 Million Position in iShares MSCI Japan ETF $EWJ

Janney Montgomery Scott LLC Has $2.73 Million Position in iShares MSCI Japan ETF $EWJ

Janney Montgomery Scott LLC increased its stake in shares of iShares MSCI Japan ETF (NYSEARCA:EWJ – Free Report) by 69.8% during the 1st quarter, Holdings Channel reports. The fund owned 32,343 shares of the exchange traded... More of this article »
Image for Caledonia Mining (LON:CMCL) Stock Crosses Below Fifty Day Moving Average   – What’s Next?

Caledonia Mining (LON:CMCL) Stock Crosses Below Fifty Day Moving Average – What’s Next?

Caledonia Mining Co. Plc (LON:CMCL – Get Free Report) crossed below its 50-day moving average during trading on Tuesday . The stock has a 50-day moving average of GBX 1,632.56 and traded as low as GBX 1,410. Caledonia Mining... More of this article »