Home » Author Archive
OLIO Financial Planning Sells 1,550 Shares of Moody’s Co. (NYSE:MCO)
OLIO Financial Planning decreased its holdings in Moody’s Co. (NYSE:MCO – Free Report) by 73.0% during the 4th quarter, HoldingsChannel reports. The firm owned 574 shares of the business services provider’s stock... More of this article »
High Net Worth Advisory Group LLC Grows Position in iShares Core MSCI EAFE ETF (BATS:IEFA)
High Net Worth Advisory Group LLC grew its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Fifth Third Bancorp Has $8.85 Million Holdings in The Southern Company (NYSE:SO)
Fifth Third Bancorp boosted its stake in The Southern Company (NYSE:SO – Free Report) by 0.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Illinois Tool Works Inc. (NYSE:ITW) Receives Consensus Rating of “Hold” from Brokerages
Illinois Tool Works Inc. (NYSE:ITW – Get Free Report) has received a consensus recommendation of “Hold” from the ten analysts that are covering the stock, Marketbeat.com reports. Two research analysts have rated... More of this article »
Southland Equity Partners LLC Invests $213,000 in Visa Inc. (NYSE:V)
Southland Equity Partners LLC acquired a new stake in shares of Visa Inc. (NYSE:V – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
First Citizens Bank & Trust Co. Raises Position in Starbucks Co. (NASDAQ:SBUX)
First Citizens Bank & Trust Co. grew its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 2.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 18,617 shares of the coffee company’s... More of this article »
First Citizens Bank & Trust Co. Sells 1,048 Shares of Valero Energy Co. (NYSE:VLO)
First Citizens Bank & Trust Co. decreased its stake in shares of Valero Energy Co. (NYSE:VLO – Free Report) by 9.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 10,544 shares of the... More of this article »
First Citizens Bank & Trust Co. Boosts Position in Adobe Inc. (NASDAQ:ADBE)
First Citizens Bank & Trust Co. boosted its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.7% during the fourth quarter, Holdings Channel reports. The firm owned 4,532 shares of the software company’s... More of this article »
Infosys Limited (NYSE:INFY) Given Average Recommendation of “Hold” by Brokerages
Infosys Limited (NYSE:INFY – Get Free Report) has been assigned a consensus recommendation of “Hold” from the ten brokerages that are presently covering the company, MarketBeat Ratings reports. Two analysts have... More of this article »
Archford Capital Strategies LLC Invests $408,000 in Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR)
Archford Capital Strategies LLC purchased a new position in shares of Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Patton Albertson Miller Group LLC Acquires 1,573 Shares of Chevron Co. (NYSE:CVX)
Patton Albertson Miller Group LLC increased its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 3.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Juncture Wealth Strategies LLC Has $564,000 Holdings in Chevron Co. (NYSE:CVX)
Juncture Wealth Strategies LLC raised its stake in Chevron Co. (NYSE:CVX – Free Report) by 55.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Flagship Harbor Advisors LLC Has $2.23 Million Stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)
Flagship Harbor Advisors LLC lessened its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 2.9% during the fourth quarter, Holdings Channel reports. The fund owned 50,716 shares of the exchange... More of this article »
Exchange Traded Concepts LLC Has $2.34 Million Stock Holdings in Booking Holdings Inc. (NASDAQ:BKNG)
Exchange Traded Concepts LLC decreased its holdings in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 11.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
AMERISAFE, Inc. (NASDAQ:AMSF) Stock Position Increased by Exchange Traded Concepts LLC
Exchange Traded Concepts LLC lifted its stake in shares of AMERISAFE, Inc. (NASDAQ:AMSF – Free Report) by 4.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Shutterstock, Inc. (NYSE:SSTK) Shares Purchased by Linden Thomas Advisory Services LLC
Linden Thomas Advisory Services LLC increased its holdings in shares of Shutterstock, Inc. (NYSE:SSTK – Free Report) by 15.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Linden Thomas Advisory Services LLC Sells 907 Shares of National Research Co. (NASDAQ:NRC)
Linden Thomas Advisory Services LLC trimmed its stake in National Research Co. (NASDAQ:NRC – Free Report) by 3.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Dynamic Advisor Solutions LLC Has $954,000 Holdings in iShares TIPS Bond ETF (NYSEARCA:TIP)
Dynamic Advisor Solutions LLC lowered its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 4.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,951 shares of the... More of this article »
Dynamic Advisor Solutions LLC Has $875,000 Stock Holdings in Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL)
Dynamic Advisor Solutions LLC boosted its stake in shares of Putnam Focused Large Cap Value ETF (NYSEARCA:PVAL – Free Report) by 48.7% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Geneos Wealth Management Inc. Boosts Stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)
Geneos Wealth Management Inc. increased its stake in shares of iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 3.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
The Progressive Co. (NYSE:PGR) Stock Holdings Decreased by Dynamic Advisor Solutions LLC
Dynamic Advisor Solutions LLC decreased its stake in shares of The Progressive Co. (NYSE:PGR – Free Report) by 2.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,821 shares... More of this article »
Dynamic Advisor Solutions LLC Reduces Stake in BNY Mellon Core Bond ETF (NYSEARCA:BKAG)
Dynamic Advisor Solutions LLC trimmed its position in shares of BNY Mellon Core Bond ETF (NYSEARCA:BKAG – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Syros Pharmaceuticals, Inc. (NASDAQ:SYRS) Given Average Rating of “Hold” by Brokerages
Syros Pharmaceuticals, Inc. (NASDAQ:SYRS – Get Free Report) has earned an average recommendation of “Hold” from the five brokerages that are currently covering the stock, MarketBeat.com reports. Four investment analysts... More of this article »
Tesla, Inc. (NASDAQ:TSLA) Stake Raised by Sachetta LLC
Sachetta LLC grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 14.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 2,158 shares of the electric vehicle producer’s stock after purchasing... More of this article »
Carr Financial Group Corp Reduces Stock Position in The Home Depot, Inc. (NYSE:HD)
Carr Financial Group Corp reduced its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 3.5% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 3,296 shares of the home improvement... More of this article »
DGS Capital Management LLC Grows Stock Holdings in NNN REIT, Inc. (NYSE:NNN)
DGS Capital Management LLC lifted its holdings in NNN REIT, Inc. (NYSE:NNN – Free Report) by 9.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 5,330 shares of the real estate investment... More of this article »
Fifth Third Bancorp Reduces Stock Position in American International Group, Inc. (NYSE:AIG)
Fifth Third Bancorp trimmed its holdings in American International Group, Inc. (NYSE:AIG – Free Report) by 4.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Phillip A. Sharp Sells 11,250 Shares of Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY) Stock
Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY – Get Free Report) Director Phillip A. Sharp sold 11,250 shares of the firm’s stock in a transaction that occurred on Thursday, January 23rd. The stock was sold at an average price... More of this article »
Innovative Solutions and Support, Inc. (NASDAQ:ISSC) Major Shareholder Christopher Harborne Sells 69,599 Shares
Innovative Solutions and Support, Inc. (NASDAQ:ISSC – Get Free Report) major shareholder Christopher Harborne sold 69,599 shares of the stock in a transaction that occurred on Thursday, January 23rd. The shares were sold at an... More of this article »
3,230 Shares in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV) Purchased by CX Institutional
CX Institutional purchased a new position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Sound Income Strategies LLC Purchases New Position in PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ)
Sound Income Strategies LLC purchased a new stake in shares of PIMCO Ultra Short Government Active ETF (NYSEARCA:BILZ – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 285 shares of the company’s... More of this article »
Analysts Set Everi Holdings Inc. (NYSE:EVRI) PT at $12.88
Everi Holdings Inc. (NYSE:EVRI – Get Free Report) has received an average recommendation of “Hold” from the five brokerages that are presently covering the company, Marketbeat.com reports. Five equities research... More of this article »
Alerus Financial Co. (NASDAQ:ALRS) Receives $22.80 Average PT from Analysts
Alerus Financial Co. (NASDAQ:ALRS – Get Free Report) has received a consensus recommendation of “Hold” from the five brokerages that are presently covering the firm, Marketbeat.com reports. Three analysts have rated... More of this article »
Houlihan Lokey (HLI) to Release Earnings on Tuesday
Houlihan Lokey (NYSE:HLI – Get Free Report) will likely be releasing its earnings data before the market opens on Tuesday, January 28th. Analysts expect Houlihan Lokey to post earnings of $1.51 per share and revenue of $603,150.10... More of this article »
Davide Campari-Milano (OTCMKTS:DVDCY) and H. Lundbeck A/S (OTCMKTS:HLUYY) Head-To-Head Survey
Profitability This table compares Davide Campari-Milano and H. Lundbeck A/S’s net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Davide Campari-Milano N/A N/A N/A H. Lundbeck... More of this article »
Impinj (NASDAQ:PI) Cut to “Sell” at StockNews.com
StockNews.com downgraded shares of Impinj (NASDAQ:PI – Free Report) from a hold rating to a sell rating in a research report released on Friday. Several other analysts have also recently issued reports on PI. Piper Sandler restated... More of this article »
GBank Financial (GBFH) Projected to Post Earnings on Tuesday
GBank Financial (OTCMKTS:GBFH – Get Free Report) will likely be announcing its earnings results after the market closes on Tuesday, January 28th. Analysts expect the company to announce earnings of $0.32 per share for the quarter.... More of this article »
Cellectis (NASDAQ:CLLS) Earns Buy Rating from Analysts at StockNews.com
StockNews.com initiated coverage on shares of Cellectis (NASDAQ:CLLS – Free Report) in a research report sent to investors on Friday. The brokerage issued a buy rating on the biotechnology company’s stock. Separately, Barclays... More of this article »
Affinity Wealth Management LLC Boosts Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Affinity Wealth Management LLC grew its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 72.5% during the fourth quarter, HoldingsChannel reports. The fund owned 3,329 shares of the company’s stock... More of this article »
Adobe Inc. (NASDAQ:ADBE) Shares Sold by Avaii Wealth Management LLC
Avaii Wealth Management LLC lessened its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 6.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Rockwood Wealth Management LLC Purchases 1,182 Shares of Vanguard Value ETF (NYSEARCA:VTV)
Rockwood Wealth Management LLC increased its position in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 30.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 5,052 shares of the company’s... More of this article »
Lockheed Martin Co. (NYSE:LMT) Shares Bought by Smith Chas P & Associates PA Cpas
Smith Chas P & Associates PA Cpas lifted its position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 1.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 82,520 shares of the aerospace... More of this article »
Requisite Capital Management LLC Invests $232,000 in Bank of America Co. (NYSE:BAC)
Requisite Capital Management LLC bought a new stake in Bank of America Co. (NYSE:BAC) in the fourth quarter, HoldingsChannel reports. The fund bought 5,276 shares of the financial services provider’s stock, valued at approximately... More of this article »
SPDR Gold Shares (NYSEARCA:GLD) Position Trimmed by Park Edge Advisors LLC
Park Edge Advisors LLC lowered its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 24.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Archford Capital Strategies LLC Increases Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
Archford Capital Strategies LLC lifted its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 2.0% during the 4th quarter, Holdings Channel reports. The firm owned 4,101 shares of the medical research company’s... More of this article »
Rockwood Wealth Management LLC Purchases Shares of 9,392 Schwab US Broad Market ETF (NYSEARCA:SCHB)
Rockwood Wealth Management LLC acquired a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
CVS Health Co. (NYSE:CVS) Shares Sold by Stablepoint Partners LLC
Stablepoint Partners LLC decreased its stake in CVS Health Co. (NYSE:CVS – Free Report) by 10.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Clough Global Dividend and Income Fund (NYSEAMERICAN:GLV) Stock Price Crosses Above 50-Day Moving Average – Here’s What Happened
Clough Global Dividend and Income Fund (NYSEAMERICAN:GLV – Get Free Report)’s stock price passed above its 50-day moving average during trading on Friday . The stock has a 50-day moving average of $0.00 and traded as high... More of this article »