Home » Author Archive
Tri Pointe Homes, Inc. (NYSE:TPH) Shares Sold by Phocas Financial Corp.
Phocas Financial Corp. reduced its stake in shares of Tri Pointe Homes, Inc. (NYSE:TPH – Free Report) by 5.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
W.G. Shaheen & Associates DBA Whitney & Co Decreases Stake in Tompkins Financial Co. (NYSEAMERICAN:TMP)
W.G. Shaheen & Associates DBA Whitney & Co reduced its holdings in Tompkins Financial Co. (NYSEAMERICAN:TMP – Free Report) by 8.9% during the 3rd quarter, according to its most recent filing with the Securities and... More of this article »
Pathstone Holdings LLC Acquires 1,043 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)
Pathstone Holdings LLC increased its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP) Shares Sold by First City Capital Management Inc.
First City Capital Management Inc. reduced its stake in Invesco Dorsey Wright Momentum ETF (NASDAQ:PDP – Free Report) by 27.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Prospera Financial Services Inc Boosts Holdings in Analog Devices, Inc. (NASDAQ:ADI)
Prospera Financial Services Inc increased its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 8.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) to Issue Monthly Dividend of $0.07 on November 29th
Eaton Vance Tax-Managed Global Diversified Equity Income Fund (NYSE:EXG – Get Free Report) announced a monthly dividend on Friday, November 1st,Wall Street Journal reports. Investors of record on Thursday, November 21st will... More of this article »
Vertex Planning Partners LLC Sells 162 Shares of United Parcel Service, Inc. (NYSE:UPS)
Vertex Planning Partners LLC cut its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 7.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
St. Louis Trust Co Trims Position in iShares Russell 1000 ETF (NYSEARCA:IWB)
St. Louis Trust Co cut its position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 2.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Verity & Verity LLC Raises Stake in Cincinnati Financial Co. (NASDAQ:CINF)
Verity & Verity LLC raised its holdings in shares of Cincinnati Financial Co. (NASDAQ:CINF – Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Wrapmanager Inc. Sells 83 Shares of Equinix, Inc. (NASDAQ:EQIX)
Wrapmanager Inc. lowered its position in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) by 13.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Western Asset Inflation-Linked Opportunities & Income Fund (WIW) To Go Ex-Dividend on November 21st
Western Asset Inflation-Linked Opportunities & Income Fund (NYSE:WIW – Get Free Report) announced a monthly dividend on Thursday, September 12th,Wall Street Journal reports. Shareholders of record on Thursday, November 21st... More of this article »
COMPASS Pathways plc (NASDAQ:CMPS) Short Interest Down 6.2% in October
COMPASS Pathways plc (NASDAQ:CMPS – Get Free Report) was the target of a large decline in short interest during the month of October. As of October 31st, there was short interest totalling 5,450,000 shares, a decline of 6.2%... More of this article »
Prospera Financial Services Inc Raises Holdings in VanEck Morningstar Wide Moat ETF (BATS:MOAT)
Prospera Financial Services Inc raised its position in shares of VanEck Morningstar Wide Moat ETF (BATS:MOAT – Free Report) by 0.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Prospera Financial Services Inc Has $7.82 Million Position in Wells Fargo & Company (NYSE:WFC)
Prospera Financial Services Inc lifted its holdings in Wells Fargo & Company (NYSE:WFC) by 19.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 138,432 shares of the financial services... More of this article »
7,500 Shares in Dell Technologies Inc. (NYSE:DELL) Purchased by Belmont Capital LLC
Belmont Capital LLC bought a new stake in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Verity & Verity LLC Trims Holdings in BCE Inc. (NYSE:BCE)
Verity & Verity LLC reduced its stake in BCE Inc. (NYSE:BCE – Free Report) (TSE:BCE) by 0.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Verity & Verity LLC Purchases Shares of 265,552 Canadian Natural Resources Limited (NYSE:CNQ)
Verity & Verity LLC bought a new position in Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Bruni J V & Co. Co. Has $29.46 Million Stock Position in Rocket Companies, Inc. (NYSE:RKT)
Bruni J V & Co. Co. trimmed its holdings in shares of Rocket Companies, Inc. (NYSE:RKT – Free Report) by 5.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Verity & Verity LLC Sells 135 Shares of PPG Industries, Inc. (NYSE:PPG)
Verity & Verity LLC decreased its holdings in shares of PPG Industries, Inc. (NYSE:PPG – Free Report) by 1.3% during the third quarter, according to its most recent filing with the SEC. The firm owned 10,205 shares of the... More of this article »
Short Interest in Aurora Innovation, Inc. (NASDAQ:AUR) Declines By 6.4%
Aurora Innovation, Inc. (NASDAQ:AUR – Get Free Report) saw a significant decrease in short interest in the month of October. As of October 31st, there was short interest totalling 83,910,000 shares, a decrease of 6.4% from the... More of this article »
Vista Outdoor (NYSE:VSTO) Lowered to Hold Rating by Aegis
Aegis downgraded shares of Vista Outdoor (NYSE:VSTO – Free Report) from a strong-buy rating to a hold rating in a report issued on Friday morning,Zacks.com reports. A number of other brokerages also recently commented on VSTO.... More of this article »
Meeder Asset Management Inc. Sells 15,513 Shares of Bunge Global SA (NYSE:BG)
Meeder Asset Management Inc. lowered its holdings in Bunge Global SA (NYSE:BG – Free Report) by 18.6% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
LMR Partners LLP Raises Stock Holdings in Altice USA, Inc. (NYSE:ATUS)
LMR Partners LLP grew its stake in shares of Altice USA, Inc. (NYSE:ATUS – Free Report) by 217.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Chesapeake Wealth Management Reduces Stock Position in Union Pacific Co. (NYSE:UNP)
Chesapeake Wealth Management decreased its holdings in Union Pacific Co. (NYSE:UNP – Free Report) by 1.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Chesapeake Wealth Management Buys 44 Shares of Adobe Inc. (NASDAQ:ADBE)
Chesapeake Wealth Management lifted its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 2,281 shares of the software company’s... More of this article »
Aviance Capital Partners LLC Grows Stock Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)
Aviance Capital Partners LLC boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 93.1% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 52,350... More of this article »
Tranquility Partners LLC Buys 171 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)
Tranquility Partners LLC boosted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) Shares Bought by Vertex Planning Partners LLC
Vertex Planning Partners LLC grew its position in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 74.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Thrivent Financial for Lutherans Acquires 65,050 Shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX)
Thrivent Financial for Lutherans increased its holdings in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 150.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Republic Services, Inc. (NYSE:RSG) Shares Sold by Quest Partners LLC
Quest Partners LLC decreased its position in Republic Services, Inc. (NYSE:RSG – Free Report) by 4.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) Stake Boosted by Vertex Planning Partners LLC
Vertex Planning Partners LLC grew its holdings in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 22.3% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST) Position Increased by Schwallier Wealth Management LLC
Schwallier Wealth Management LLC lifted its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 19.2% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »
Fortis Advisors LLC Has $7.85 Million Stock Holdings in DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND)
Fortis Advisors LLC grew its position in shares of DoubleLine Opportunistic Bond ETF (NYSEARCA:DBND – Free Report) by 43.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Pathstone Holdings LLC Acquires 3,421 Shares of Vanguard Mid-Cap ETF (NYSEARCA:VO)
Pathstone Holdings LLC grew its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 0.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Savoir Faire Capital Management L.P. Sells 2,017 Shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY)
Savoir Faire Capital Management L.P. cut its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 56.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Joseph Group Capital Management Purchases 7,902 Shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (NYSEARCA:RSPD)
Joseph Group Capital Management boosted its position in shares of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (NYSEARCA:RSPD – Free Report) by 19.0% in the third quarter, according to the company in its most... More of this article »
Mondelez International, Inc. (NASDAQ:MDLZ) Shares Sold by New England Asset Management Inc.
New England Asset Management Inc. lowered its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 6.6% in the third quarter, according to the company in its most recent filing with the Securities and... More of this article »
113,319 Shares in DENTSPLY SIRONA Inc. (NASDAQ:XRAY) Acquired by LMR Partners LLP
LMR Partners LLP purchased a new position in DENTSPLY SIRONA Inc. (NASDAQ:XRAY – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
TaskUs, Inc. (NASDAQ:TASK) Receives Consensus Recommendation of “Hold” from Analysts
Shares of TaskUs, Inc. (NASDAQ:TASK – Get Free Report) have received a consensus rating of “Hold” from the seven research firms that are currently covering the firm, Marketbeat reports. One research analyst has... More of this article »
First Turn Management LLC Has $16.55 Million Stock Position in Blueprint Medicines Co. (NASDAQ:BPMC)
First Turn Management LLC reduced its position in shares of Blueprint Medicines Co. (NASDAQ:BPMC – Free Report) by 3.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Mint (CVE:MIT) Share Price Passes Below 50 Day Moving Average – Should You Sell?
Shares of The Mint Co. (CVE:MIT – Get Free Report) crossed below its 50-day moving average during trading on Monday . The stock has a 50-day moving average of C$0.03 and traded as low as C$0.03. Mint shares last traded at C$0.03,... More of this article »
Claro Advisors LLC Acquires 1,979 Shares of Altria Group, Inc. (NYSE:MO)
Claro Advisors LLC increased its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 28.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
General Motors (NYSE:GM) Receives $56.92 Consensus PT from Brokerages
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) has earned an average recommendation of “Hold” from the twenty-one research firms that are presently covering the company, MarketBeat Ratings reports. Four investment... More of this article »
Short Interest in Allogene Therapeutics, Inc. (NASDAQ:ALLO) Drops By 5.8%
Allogene Therapeutics, Inc. (NASDAQ:ALLO – Get Free Report) was the recipient of a significant decrease in short interest during the month of October. As of October 31st, there was short interest totalling 37,040,000 shares,... More of this article »
Phillips Financial Management LLC Lowers Stock Holdings in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX)
Phillips Financial Management LLC reduced its stake in Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX – Free Report) by 81.2% during the third quarter, according to its most recent 13F filing with the Securities... More of this article »
Prudent Man Advisors LLC Buys Shares of 3,515 Academy Sports and Outdoors, Inc. (NASDAQ:ASO)
Prudent Man Advisors LLC purchased a new position in Academy Sports and Outdoors, Inc. (NASDAQ:ASO – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
TrinityPoint Wealth LLC Makes New Investment in Halozyme Therapeutics, Inc. (NASDAQ:HALO)
TrinityPoint Wealth LLC acquired a new stake in shares of Halozyme Therapeutics, Inc. (NASDAQ:HALO – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
The Goldman Sachs Group, Inc. (NYSE:GS) Shares Sold by Baron Wealth Management LLC
Baron Wealth Management LLC trimmed its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 16.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »