Home » Author Archive

Image for Community Financial Services Group LLC Has $329,000 Stock Position in Weyerhaeuser Company (NYSE:WY)

Community Financial Services Group LLC Has $329,000 Stock Position in Weyerhaeuser Company (NYSE:WY)

Community Financial Services Group LLC trimmed its position in Weyerhaeuser Company (NYSE:WY – Free Report) by 34.5% in the first quarter, Holdings Channel.com reports. The institutional investor owned 11,241 shares of the... More of this article »
Image for IMG Wealth Management Inc. Takes Position in First Trust Managed Municipal ETF (NASDAQ:FMB)

IMG Wealth Management Inc. Takes Position in First Trust Managed Municipal ETF (NASDAQ:FMB)

IMG Wealth Management Inc. purchased a new stake in First Trust Managed Municipal ETF (NASDAQ:FMB – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Community Financial Services Group LLC Trims Stock Position in Invesco QQQ (NASDAQ:QQQ)

Community Financial Services Group LLC Trims Stock Position in Invesco QQQ (NASDAQ:QQQ)

Community Financial Services Group LLC lowered its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 35.5% in the 1st quarter, Holdings Channel.com reports. The firm owned 1,454 shares of the exchange traded fund’s... More of this article »
Image for IMG Wealth Management Inc. Has $901,000 Holdings in Innovator U.S. Equity Ultra Buffer ETF – April (BATS:UAPR)

IMG Wealth Management Inc. Has $901,000 Holdings in Innovator U.S. Equity Ultra Buffer ETF – April (BATS:UAPR)

IMG Wealth Management Inc. cut its holdings in Innovator U.S. Equity Ultra Buffer ETF – April (BATS:UAPR – Free Report) by 1.7% during the 1st quarter, HoldingsChannel reports. The fund owned 30,177 shares of the company’s... More of this article »
Image for Systelligence LLC Sells 1,033 Shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS)

Systelligence LLC Sells 1,033 Shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS)

Systelligence LLC decreased its position in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Free Report) by 6.4% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Cambridge Investment Research Advisors Inc. Purchases 27,219 Shares of Enterprise Products Partners L.P. (NYSE:EPD)

Cambridge Investment Research Advisors Inc. Purchases 27,219 Shares of Enterprise Products Partners L.P. (NYSE:EPD)

Cambridge Investment Research Advisors Inc. raised its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD – Free Report) by 4.0% in the first quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Sava Infond d.o.o. Has $2.26 Million Position in Cameco Corporation (NYSE:CCJ)

Sava Infond d.o.o. Has $2.26 Million Position in Cameco Corporation (NYSE:CCJ)

Sava Infond d.o.o. lessened its stake in shares of Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) by 20.0% during the first quarter, Holdings Channel reports. The fund owned 54,930 shares of the basic materials company’s... More of this article »
Image for Ewa LLC Reduces Stock Position in Exxon Mobil Corporation (NYSE:XOM)

Ewa LLC Reduces Stock Position in Exxon Mobil Corporation (NYSE:XOM)

Ewa LLC lessened its position in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 6.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,858 shares of... More of this article »
Image for VERITY Wealth Advisors Sells 5,141 Shares of Exxon Mobil Corporation (NYSE:XOM)

VERITY Wealth Advisors Sells 5,141 Shares of Exxon Mobil Corporation (NYSE:XOM)

VERITY Wealth Advisors trimmed its holdings in shares of Exxon Mobil Corporation (NYSE:XOM – Free Report) by 39.3% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Sava Infond d.o.o. Has $915,000 Holdings in iShares U.S. Medical Devices ETF (NYSEARCA:IHI)

Sava Infond d.o.o. Has $915,000 Holdings in iShares U.S. Medical Devices ETF (NYSEARCA:IHI)

Sava Infond d.o.o. lessened its stake in iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) by 6.5% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image for St. Johns Investment Management Company LLC Sells 170 Shares of Cummins Inc. (NYSE:CMI)

St. Johns Investment Management Company LLC Sells 170 Shares of Cummins Inc. (NYSE:CMI)

St. Johns Investment Management Company LLC reduced its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 3.4% in the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Comparing Grupo Aeroportuario del Centro Norte (OMAB) & Its Peers

Comparing Grupo Aeroportuario del Centro Norte (OMAB) & Its Peers

Grupo Aeroportuario del Centro Norte (NASDAQ:OMAB – Get Free Report) is one of 45 publicly-traded companies in the “TRANS – SERVICES” industry, but how does it compare to its peers? We will compare Grupo Aeroportuario... More of this article »
Image for Comparing Urban Edge Properties (NYSE:UE) and Kite Realty Group Trust (NYSE:KRG)

Comparing Urban Edge Properties (NYSE:UE) and Kite Realty Group Trust (NYSE:KRG)

Urban Edge Properties (NYSE:UE – Get Free Report) and Kite Realty Group Trust (NYSE:KRG – Get Free Report) are both mid-cap finance companies, but which is the superior stock? We will compare the two companies based on... More of this article »
Image for Distil (LON:DIS) Stock Price Up 17.3%  – Still a Buy?

Distil (LON:DIS) Stock Price Up 17.3% – Still a Buy?

Distil Plc (LON:DIS – Get Free Report) shares rose 17.3% on Tuesday . The company traded as high as GBX 0.26 ($0.00) and last traded at GBX 0.26 ($0.00). Approximately 1,217,318 shares traded hands during mid-day trading, a decline... More of this article »
Image for Landore Resources (LON:LND) Stock Price Down 9.1%  – Time to Sell?

Landore Resources (LON:LND) Stock Price Down 9.1% – Time to Sell?

Landore Resources Limited (LON:LND – Get Free Report) shares were down 9.1% on Tuesday . The company traded as low as GBX 2.81 ($0.04) and last traded at GBX 2.91 ($0.04). Approximately 2,891,604 shares changed hands during mid-day... More of this article »
Image for Critical Survey: BlueLinx (BXC) and The Competition

Critical Survey: BlueLinx (BXC) and The Competition

BlueLinx (NYSE:BXC – Get Free Report) is one of 15 public companies in the “BLDG PRD – WOOD” industry, but how does it weigh in compared to its rivals? We will compare BlueLinx to similar companies based on... More of this article »
Image for FORM Wealth Advisors LLC Makes New Investment in Cohen & Steers Total Return Realty Fund, Inc. (NYSE:RFI)

FORM Wealth Advisors LLC Makes New Investment in Cohen & Steers Total Return Realty Fund, Inc. (NYSE:RFI)

FORM Wealth Advisors LLC acquired a new position in Cohen & Steers Total Return Realty Fund, Inc. (NYSE:RFI – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund acquired 10,808 shares of the real... More of this article »
Image for Ledyard National Bank Lowers Stock Position in Edwards Lifesciences Corporation (NYSE:EW)

Ledyard National Bank Lowers Stock Position in Edwards Lifesciences Corporation (NYSE:EW)

Ledyard National Bank lessened its holdings in Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 3.0% during the first quarter, Holdings Channel.com reports. The firm owned 17,335 shares of the medical research company’s... More of this article »
Image for Narwhal Capital Management Purchases 13,600 Shares of lululemon athletica inc. (NASDAQ:LULU)

Narwhal Capital Management Purchases 13,600 Shares of lululemon athletica inc. (NASDAQ:LULU)

Narwhal Capital Management boosted its position in shares of lululemon athletica inc. (NASDAQ:LULU – Free Report) by 262.7% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for PureCycle Technologies (NASDAQ:PCT) Raised to Strong-Buy at TD Cowen

PureCycle Technologies (NASDAQ:PCT) Raised to Strong-Buy at TD Cowen

PureCycle Technologies (NASDAQ:PCT – Get Free Report) was upgraded by stock analysts at TD Cowen to a “strong-buy” rating in a report issued on Monday,Zacks.com reports. Separately, Wall Street Zen upgraded shares... More of this article »
Image for WoodTrust Financial Corp Buys Shares of 610 Cigna Group (NYSE:CI)

WoodTrust Financial Corp Buys Shares of 610 Cigna Group (NYSE:CI)

WoodTrust Financial Corp bought a new stake in Cigna Group (NYSE:CI – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought... More of this article »
Image for Keudell Morrison Wealth Management Raises Holdings in Invesco QQQ (NASDAQ:QQQ)

Keudell Morrison Wealth Management Raises Holdings in Invesco QQQ (NASDAQ:QQQ)

Keudell Morrison Wealth Management lifted its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Critical Review: Carlisle Companies (NYSE:CSL) versus Paranovus Entertainment Technology (NASDAQ:PAVS)

Critical Review: Carlisle Companies (NYSE:CSL) versus Paranovus Entertainment Technology (NASDAQ:PAVS)

Paranovus Entertainment Technology (NASDAQ:PAVS – Get Free Report) and Carlisle Companies (NYSE:CSL – Get Free Report) are both multi-sector conglomerates companies, but which is the superior investment? We will compare... More of this article »
Image for Head-To-Head Contrast: Unum Group (NYSE:UNM) versus Globe Life (NYSE:GL)

Head-To-Head Contrast: Unum Group (NYSE:UNM) versus Globe Life (NYSE:GL)

Unum Group (NYSE:UNM – Get Free Report) and Globe Life (NYSE:GL – Get Free Report) are both finance companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings,... More of this article »
Image for Head-To-Head Contrast: Kewaunee Scientific (NASDAQ:KEQU) vs. Bruker (NASDAQ:BRKR)

Head-To-Head Contrast: Kewaunee Scientific (NASDAQ:KEQU) vs. Bruker (NASDAQ:BRKR)

Bruker (NASDAQ:BRKR – Get Free Report) and Kewaunee Scientific (NASDAQ:KEQU – Get Free Report) are both computer and technology companies, but which is the better stock? We will compare the two companies based on the strength... More of this article »
Image for Head to Head Comparison: Kronos Bio (NASDAQ:KRON) and VistaGen Therapeutics (NASDAQ:VTGN)

Head to Head Comparison: Kronos Bio (NASDAQ:KRON) and VistaGen Therapeutics (NASDAQ:VTGN)

Kronos Bio (NASDAQ:KRON – Get Free Report) and VistaGen Therapeutics (NASDAQ:VTGN – Get Free Report) are both small-cap medical companies, but which is the superior business? We will contrast the two companies based on... More of this article »
Image for Comparing Apple (NASDAQ:AAPL) & Lenovo Group (OTCMKTS:LNVGY)

Comparing Apple (NASDAQ:AAPL) & Lenovo Group (OTCMKTS:LNVGY)

Lenovo Group (OTCMKTS:LNVGY – Get Free Report) and Apple (NASDAQ:AAPL – Get Free Report) are both large-cap computer and technology companies, but which is the superior business? We will contrast the two companies based... More of this article »
Image for Investment Planning Advisors Inc. Reduces Stock Holdings in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)

Investment Planning Advisors Inc. Reduces Stock Holdings in Invesco S&P 500 GARP ETF (NYSEARCA:SPGP)

Investment Planning Advisors Inc. reduced its stake in shares of Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 65.5% during the 1st quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Embree Financial Group Has $920,000 Stock Position in Invesco Global ex-US High Yield Corporate Bond ETF (NYSEARCA:PGHY)

Embree Financial Group Has $920,000 Stock Position in Invesco Global ex-US High Yield Corporate Bond ETF (NYSEARCA:PGHY)

Embree Financial Group reduced its position in shares of Invesco Global ex-US High Yield Corporate Bond ETF (NYSEARCA:PGHY – Free Report) by 20.0% in the 1st quarter, according to the company in its most recent filing with the... More of this article »
Image for Iberdrola (OTCMKTS:IBDSF) Shares Cross Above Fifty Day Moving Average   – Here’s What Happened

Iberdrola (OTCMKTS:IBDSF) Shares Cross Above Fifty Day Moving Average – Here’s What Happened

Iberdrola, S.A. (OTCMKTS:IBDSF – Get Free Report) shares passed above its fifty day moving average during trading on Monday . The stock has a fifty day moving average of $18.03 and traded as high as $19.25. Iberdrola shares last... More of this article »
Image for Energous (NASDAQ:WATT) Stock Passes Below Fifty Day Moving Average   – Time to Sell?

Energous (NASDAQ:WATT) Stock Passes Below Fifty Day Moving Average – Time to Sell?

Shares of Energous Corporation (NASDAQ:WATT – Get Free Report) passed below its fifty day moving average during trading on Monday . The stock has a fifty day moving average of $0.28 and traded as low as $0.25. Energous shares... More of this article »
Image for WoodTrust Financial Corp Sells 362 Shares of Verisk Analytics, Inc. (NASDAQ:VRSK)

WoodTrust Financial Corp Sells 362 Shares of Verisk Analytics, Inc. (NASDAQ:VRSK)

WoodTrust Financial Corp cut its holdings in Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) by 1.4% 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 Professional Financial Advisors LLC Purchases 435 Shares of JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM)

Professional Financial Advisors LLC Purchases 435 Shares of JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM)

Professional Financial Advisors LLC grew its holdings in shares of JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM – Free Report) by 2.1% in the 1st quarter, according to its most recent 13F filing with the Securities &... More of this article »
Image for Consolidated Portfolio Review Corp Decreases Stake in Netflix, Inc. (NASDAQ:NFLX)

Consolidated Portfolio Review Corp Decreases Stake in Netflix, Inc. (NASDAQ:NFLX)

Consolidated Portfolio Review Corp reduced its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 20.9% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 2,482 shares of the... More of this article »
Image for E Fund Management Hong Kong Co. Ltd. Purchases 126 Shares of AppLovin Corporation (NASDAQ:APP)

E Fund Management Hong Kong Co. Ltd. Purchases 126 Shares of AppLovin Corporation (NASDAQ:APP)

E Fund Management Hong Kong Co. Ltd. boosted its position in AppLovin Corporation (NASDAQ:APP – Free Report) by 525.0% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Cambridge Investment Research Advisors Inc. Purchases 10,915 Shares of Dominion Energy Inc. (NYSE:D)

Cambridge Investment Research Advisors Inc. Purchases 10,915 Shares of Dominion Energy Inc. (NYSE:D)

Cambridge Investment Research Advisors Inc. boosted its position in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 3.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for XML Financial LLC Purchases 96 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)

XML Financial LLC Purchases 96 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)

XML Financial LLC increased its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 11.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Symphony Financial Ltd. Co. Decreases Stock Holdings in Truist Financial Corporation (NYSE:TFC)

Symphony Financial Ltd. Co. Decreases Stock Holdings in Truist Financial Corporation (NYSE:TFC)

Symphony Financial Ltd. Co. trimmed its holdings in shares of Truist Financial Corporation (NYSE:TFC – Free Report) by 45.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Continuum Advisory LLC Boosts Stock Position in Vanguard Information Technology ETF (NYSEARCA:VGT)

Continuum Advisory LLC Boosts Stock Position in Vanguard Information Technology ETF (NYSEARCA:VGT)

Continuum Advisory LLC increased its stake in Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 14.6% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for JFS Wealth Advisors LLC Invests $226,000 in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG)

JFS Wealth Advisors LLC Invests $226,000 in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG)

JFS Wealth Advisors LLC bought a new stake in Vanguard S&P 500 Growth ETF (NYSEARCA:VOOG – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Dundee (TSE:DC.A) Stock Passes Above 50 Day Moving Average   – Should You Sell?

Dundee (TSE:DC.A) Stock Passes Above 50 Day Moving Average – Should You Sell?

Dundee Corp. (TSE:DC.A – Get Free Report) passed above its fifty day moving average during trading on Monday . The stock has a fifty day moving average of C$2.28 and traded as high as C$2.75. Dundee shares last traded at C$2.71,... More of this article »
Image for Contrasting Alico (NASDAQ:ALCO) and Calavo Growers (NASDAQ:CVGW)

Contrasting Alico (NASDAQ:ALCO) and Calavo Growers (NASDAQ:CVGW)

Calavo Growers (NASDAQ:CVGW – Get Free Report) and Alico (NASDAQ:ALCO – Get Free Report) are both small-cap consumer staples companies, but which is the better investment? We will compare the two businesses based on the... More of this article »
Image for Palisade Asset Management LLC Has $300,000 Position in Eaton Corporation, PLC (NYSE:ETN)

Palisade Asset Management LLC Has $300,000 Position in Eaton Corporation, PLC (NYSE:ETN)

Palisade Asset Management LLC lifted its stake in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 21.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for AssuredPartners Investment Advisors LLC Boosts Position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

AssuredPartners Investment Advisors LLC Boosts Position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

AssuredPartners Investment Advisors LLC boosted its holdings in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 3.6% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned... More of this article »
Image for GHP Investment Advisors Inc. Has $6.90 Million Holdings in AptarGroup, Inc. (NYSE:ATR)

GHP Investment Advisors Inc. Has $6.90 Million Holdings in AptarGroup, Inc. (NYSE:ATR)

GHP Investment Advisors Inc. cut its holdings in AptarGroup, Inc. (NYSE:ATR – Free Report) by 1.9% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Avidbank (OTCMKTS:AVBH) vs. Cathay General Bancorp (NASDAQ:CATY) Head-To-Head Comparison

Avidbank (OTCMKTS:AVBH) vs. Cathay General Bancorp (NASDAQ:CATY) Head-To-Head Comparison

Avidbank (OTCMKTS:AVBH – Get Free Report) and Cathay General Bancorp (NASDAQ:CATY – Get Free Report) are both finance companies, but which is the superior business? We will compare the two companies based on the strength... More of this article »
Image for JFS Wealth Advisors LLC Increases Stock Position in iShares Floating Rate Bond ETF (BATS:FLOT)

JFS Wealth Advisors LLC Increases Stock Position in iShares Floating Rate Bond ETF (BATS:FLOT)

JFS Wealth Advisors LLC boosted its position in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 49.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for Narwhal Capital Management Has $707,000 Stock Position in First Trust Intermediate Government Opportunities ETF (NYSEARCA:MGOV)

Narwhal Capital Management Has $707,000 Stock Position in First Trust Intermediate Government Opportunities ETF (NYSEARCA:MGOV)

Narwhal Capital Management grew its stake in shares of First Trust Intermediate Government Opportunities ETF (NYSEARCA:MGOV – Free Report) by 115.9% during the first quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Image for Zai Lab Limited Unsponsored ADR (NASDAQ:ZLAB) Director William Lis Sells 13,814 Shares of Stock

Zai Lab Limited Unsponsored ADR (NASDAQ:ZLAB) Director William Lis Sells 13,814 Shares of Stock

Zai Lab Limited Unsponsored ADR (NASDAQ:ZLAB – Get Free Report) Director William Lis sold 13,814 shares of the firm’s stock in a transaction dated Friday, June 20th. The stock was sold at an average price of $35.67, for... More of this article »
Image for Capri Holdings Limited (NYSE:CPRI) Given Average Rating of “Hold” by Analysts

Capri Holdings Limited (NYSE:CPRI) Given Average Rating of “Hold” by Analysts

Capri Holdings Limited (NYSE:CPRI – Get Free Report) has received an average recommendation of “Hold” from the twelve brokerages that are presently covering the firm, MarketBeat Ratings reports. Eight investment... More of this article »