Home » Author Archive

Image for XY Planning Network Inc. Raises Stake in iShares Core S&P 500 ETF $IVV

XY Planning Network Inc. Raises Stake in iShares Core S&P 500 ETF $IVV

XY Planning Network Inc. raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 17.3% in the second quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Waverly Advisors LLC Has $22.40 Million Stake in SPDR Portfolio Developed World ex-US ETF $SPDW

Waverly Advisors LLC Has $22.40 Million Stake in SPDR Portfolio Developed World ex-US ETF $SPDW

Waverly Advisors LLC trimmed its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 3.3% during the second quarter, HoldingsChannel.com reports. The fund owned 444,505 shares of the company’s... More of this article »
Image for Waverly Advisors LLC Sells 21,044 Shares of Citigroup Inc. $C

Waverly Advisors LLC Sells 21,044 Shares of Citigroup Inc. $C

Waverly Advisors LLC cut its stake in shares of Citigroup Inc. (NYSE:C – Free Report) by 12.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 150,991 shares... More of this article »
Image for COPT Defense Properties (NYSE:CDP) Receives $37.38 Consensus Price Target from Brokerages

COPT Defense Properties (NYSE:CDP) Receives $37.38 Consensus Price Target from Brokerages

COPT Defense Properties (NYSE:CDP – Get Free Report) has received an average rating of “Moderate Buy” from the eight analysts that are covering the stock, MarketBeat Ratings reports. Three investment analysts have... More of this article »
Image for Big Cypress Acquisition (OTCMKTS:BCYP) Stock Crosses Above Two Hundred Day Moving Average   – Here’s Why

Big Cypress Acquisition (OTCMKTS:BCYP) Stock Crosses Above Two Hundred Day Moving Average – Here’s Why

Big Cypress Acquisition Corp. (OTCMKTS:BCYP – Get Free Report)’s stock price crossed above its 200-day moving average during trading on Monday . The stock has a 200-day moving average of $8.44 and traded as high as $12.90.... More of this article »
Image for Saudi Central Bank Acquires 4,795 Shares of Illumina, Inc. $ILMN

Saudi Central Bank Acquires 4,795 Shares of Illumina, Inc. $ILMN

Saudi Central Bank lifted its stake in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 85.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Kennedy Investment Group Inc. Has $20.08 Million Stock Position in Apple Inc. $AAPL

Kennedy Investment Group Inc. Has $20.08 Million Stock Position in Apple Inc. $AAPL

Kennedy Investment Group Inc. trimmed its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 3.0% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 69,387... More of this article »
Image for Analyzing Genesis Energy (NYSE:GEL) and Alto Ingredients (NASDAQ:ALTO)

Analyzing Genesis Energy (NYSE:GEL) and Alto Ingredients (NASDAQ:ALTO)

Alto Ingredients (NASDAQ:ALTO – Get Free Report) and Genesis Energy (NYSE:GEL – Get Free Report) are both small-cap energy companies, but which is the better investment? We will compare the two companies based on the strength... More of this article »
Image for Wellington Management Group LLP Invests $9.57 Million in JOYY Inc. $YY

Wellington Management Group LLP Invests $9.57 Million in JOYY Inc. $YY

Wellington Management Group LLP bought a new position in shares of JOYY Inc. (NASDAQ:YY – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Public Employees Retirement System of Ohio Buys Shares of 12,919 Assured Guaranty Ltd. $AGO

Public Employees Retirement System of Ohio Buys Shares of 12,919 Assured Guaranty Ltd. $AGO

Public Employees Retirement System of Ohio acquired a new stake in Assured Guaranty Ltd. (NYSE:AGO – Free Report) during the second quarter, Holdings Channel.com reports. The firm acquired 12,919 shares of the financial services... More of this article »
Image for 13,400 Shares in monday.com Ltd. $MNDY Acquired by Public Employees Retirement System of Ohio

13,400 Shares in monday.com Ltd. $MNDY Acquired by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio acquired a new stake in shares of monday.com Ltd. (NASDAQ:MNDY – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Wellington Management Group LLP Decreases Stock Holdings in Verra Mobility Corp $VRRM

Wellington Management Group LLP Decreases Stock Holdings in Verra Mobility Corp $VRRM

Wellington Management Group LLP decreased its stake in shares of Verra Mobility Corp (NASDAQ:VRRM – Free Report) by 65.8% during the second quarter, Holdings Channel reports. The firm owned 1,870,489 shares of the company’s... More of this article »
Image for Wellington Management Group LLP Takes $7.23 Million Position in ERock, Inc. $EROC

Wellington Management Group LLP Takes $7.23 Million Position in ERock, Inc. $EROC

Wellington Management Group LLP acquired a new stake in ERock, Inc. (NYSE:EROC – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 498,508... More of this article »
Image for Wellington Management Group LLP Buys 30,541 Shares of Albemarle Corporation $ALB

Wellington Management Group LLP Buys 30,541 Shares of Albemarle Corporation $ALB

Wellington Management Group LLP grew its position in Albemarle Corporation (NYSE:ALB – Free Report) by 161.8% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Wellington Management Group LLP Has $7.48 Million Holdings in Generac Holdings Inc. $GNRC

Wellington Management Group LLP Has $7.48 Million Holdings in Generac Holdings Inc. $GNRC

Wellington Management Group LLP lessened its position in Generac Holdings Inc. (NYSE:GNRC – Free Report) by 37.7% in the 2nd quarter, Holdings Channel reports. The fund owned 25,535 shares of the technology company’s stock... More of this article »
Image for Financial Analysis: Aebi Schmidt (AEBI) versus Its Rivals

Financial Analysis: Aebi Schmidt (AEBI) versus Its Rivals

Aebi Schmidt (NASDAQ:AEBI – Get Free Report) is one of 434 public companies in the “Machinery” industry, but how does it contrast to its peers? We will compare Aebi Schmidt to similar businesses based on the strength... More of this article »
Image for Amarin (NASDAQ:AMRN) versus Royalty Pharma (NASDAQ:RPRX) Financial Survey

Amarin (NASDAQ:AMRN) versus Royalty Pharma (NASDAQ:RPRX) Financial Survey

Royalty Pharma (NASDAQ:RPRX – Get Free Report) and Amarin (NASDAQ:AMRN – Get Free Report) are both healthcare companies, but which is the better investment? We will compare the two businesses based on the strength of their... More of this article »
Image for Hedeker Wealth LLC Raises Stock Holdings in Franklin FTSE Eurozone ETF $FLEU

Hedeker Wealth LLC Raises Stock Holdings in Franklin FTSE Eurozone ETF $FLEU

Hedeker Wealth LLC grew its stake in shares of Franklin FTSE Eurozone ETF (NYSEARCA:FLEU – Free Report) by 53.4% during the second quarter, HoldingsChannel.com reports. The fund owned 62,890 shares of the company’s stock... More of this article »
Image for IFP Advisors Inc Acquires 10,204 Shares of Vanguard Value ETF $VTV

IFP Advisors Inc Acquires 10,204 Shares of Vanguard Value ETF $VTV

IFP Advisors Inc boosted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 14.8% during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 79,291 shares of the company’s... More of this article »
Image for Workhorse Group (NASDAQ:WKHS) Stock Passes Below Fifty Day Moving Average   – Should You Sell?

Workhorse Group (NASDAQ:WKHS) Stock Passes Below Fifty Day Moving Average – Should You Sell?

Workhorse Group, Inc. (NASDAQ:WKHS – Get Free Report) passed below its 50-day moving average during trading on Tuesday . The stock has a 50-day moving average of $3.00 and traded as low as $2.95. Workhorse Group shares last traded... More of this article »
Image for 1,487 Shares in iShares Russell 1000 ETF $IWB Purchased by BayBridge Capital Group LLC

1,487 Shares in iShares Russell 1000 ETF $IWB Purchased by BayBridge Capital Group LLC

BayBridge Capital Group LLC acquired a new position in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) in the second quarter, Holdings Channel.com reports. The institutional investor acquired 1,487 shares of... More of this article »
Image for Citadel Advisors LLC Reduces Holdings in T. Rowe Price Technology ETF $TTEQ

Citadel Advisors LLC Reduces Holdings in T. Rowe Price Technology ETF $TTEQ

Citadel Advisors LLC lowered its stake in shares of T. Rowe Price Technology ETF (NASDAQ:TTEQ – Free Report) by 58.1% during the 2nd quarter, HoldingsChannel.com reports. The fund owned 58,464 shares of the company’s stock... More of this article »
Image for California State Teachers Retirement System Grows Stock Position in White Mountains Insurance Group, Ltd. $WTM

California State Teachers Retirement System Grows Stock Position in White Mountains Insurance Group, Ltd. $WTM

California State Teachers Retirement System increased its stake in White Mountains Insurance Group, Ltd. (NYSE:WTM – Free Report) by 198,189.9% in the second quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Image for HighTower Advisors LLC Sells 153,751 Shares of Otis Worldwide Corporation $OTIS

HighTower Advisors LLC Sells 153,751 Shares of Otis Worldwide Corporation $OTIS

HighTower Advisors LLC lessened its stake in shares of Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 26.7% during the second quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Groupe la Francaise Takes Position in Sunrun Inc. $RUN

Groupe la Francaise Takes Position in Sunrun Inc. $RUN

Groupe la Francaise bought a new position in shares of Sunrun Inc. (NASDAQ:RUN – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 90,851... More of this article »
Image for Citadel Advisors LLC Has $2.93 Million Holdings in Fidelity International Multifactor ETF $FDEV

Citadel Advisors LLC Has $2.93 Million Holdings in Fidelity International Multifactor ETF $FDEV

Citadel Advisors LLC decreased its holdings in Fidelity International Multifactor ETF (BATS:FDEV – Free Report) by 42.1% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 82,534 shares of... More of this article »
Image for Willis Towers Watson Public Limited Company $WTW Shares Bought by California State Teachers Retirement System

Willis Towers Watson Public Limited Company $WTW Shares Bought by California State Teachers Retirement System

California State Teachers Retirement System grew its holdings in Willis Towers Watson Public Limited Company (NASDAQ:WTW – Free Report) by 25,756.8% in the second quarter, Holdings Channel reports. The institutional investor... More of this article »
Image for HB Wealth Management LLC Has $2.36 Million Stock Position in SLB Limited $SLB

HB Wealth Management LLC Has $2.36 Million Stock Position in SLB Limited $SLB

HB Wealth Management LLC raised its position in SLB Limited (NYSE:SLB – Free Report) by 22.7% during the second quarter, HoldingsChannel.com reports. The firm owned 50,839 shares of the oil and gas company’s stock after... More of this article »
Image for Concurrent Investment Advisors LLC Sells 47,161 Shares of Huntington Bancshares Incorporated $HBAN

Concurrent Investment Advisors LLC Sells 47,161 Shares of Huntington Bancshares Incorporated $HBAN

Concurrent Investment Advisors LLC cut its stake in Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 25.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Crimson Wine Group (OTCMKTS:CWGL) Share Price Passes Above 50-Day Moving Average   – Here’s What Happened

Crimson Wine Group (OTCMKTS:CWGL) Share Price Passes Above 50-Day Moving Average – Here’s What Happened

Crimson Wine Group Ltd. (OTCMKTS:CWGL – Get Free Report)’s share price crossed above its fifty day moving average during trading on Tuesday . The stock has a fifty day moving average of $4.18 and traded as high as $4.65.... More of this article »
Image for Promising 5G Stocks Worth Watching – September 6th

Promising 5G Stocks Worth Watching – September 6th

Ceva, KT, Mobix Labs, Radcom, Franklin Wireless, Datasea, and Mobix Labs are the seven 5G stocks to watch today, according to MarketBeat’s stock screener tool. 5G stocks are shares of companies that develop, supply, or benefit... More of this article »
Image for The Descartes Systems Group (DSGX) to Post Quarterly Earnings on Thursday

The Descartes Systems Group (DSGX) to Post Quarterly Earnings on Thursday

The Descartes Systems Group (NASDAQ:DSGX – Get Free Report) (TSE:DSG) will likely be releasing its Q2 2027 results after the market closes on Thursday, September 10th. Analysts expect the company to post earnings of $0.57 per... More of this article »
Image for RH (RH) Projected to Post Earnings on Thursday

RH (RH) Projected to Post Earnings on Thursday

RH (NYSE:RH – Get Free Report) will likely be releasing its Q2 2027 results after the market closes on Thursday, September 10th. Analysts expect the company to post earnings of $0.3790 per share and revenue of $915.4130 million... More of this article »
Image for AstroNova (ALOT) Expected to Post Quarterly Earnings on Thursday

AstroNova (ALOT) Expected to Post Quarterly Earnings on Thursday

AstroNova (NASDAQ:ALOT – Get Free Report) is expected to issue its Q2 2027 results before the market opens on Thursday, September 10th. Analysts expect AstroNova to post earnings of $0.04 per share and revenue of $29.1890 million... More of this article »
Image for Emerging Markets Internet ETF (NYSEARCA:EMQQ) Stock Price Down 1.7%  – What’s Next?

Emerging Markets Internet ETF (NYSEARCA:EMQQ) Stock Price Down 1.7% – What’s Next?

Shares of Emerging Markets Internet ETF (NYSEARCA:EMQQ – Get Free Report) dropped 1.7% on Tuesday . The company traded as low as $33.17 and last traded at $33.20. Approximately 34,020 shares were traded during mid-day trading,... More of this article »
Image for iShares Emerging Markets Infrastructure ETF (NASDAQ:EMIF) Trading 0.9% Higher   – Still a Buy?

iShares Emerging Markets Infrastructure ETF (NASDAQ:EMIF) Trading 0.9% Higher – Still a Buy?

iShares Emerging Markets Infrastructure ETF (NASDAQ:EMIF – Get Free Report)’s share price were up 0.9% during mid-day trading on Tuesday . The company traded as high as $26.92 and last traded at $26.73. 3,965 shares traded... More of this article »
Image for iShares Global Consumer Discretionary ETF (NYSEARCA:RXI) Stock Price Down 1.3%  – Here’s What Happened

iShares Global Consumer Discretionary ETF (NYSEARCA:RXI) Stock Price Down 1.3% – Here’s What Happened

Shares of iShares Global Consumer Discretionary ETF (NYSEARCA:RXI – Get Free Report) were down 1.3% during trading on Tuesday . The company traded as low as $193.93 and last traded at $193.93. Approximately 15,951 shares changed... More of this article »
Image for ImmunoPrecise Antibodies (CVE:IPA) Stock Price Up 0.8%  – Here’s What Happened

ImmunoPrecise Antibodies (CVE:IPA) Stock Price Up 0.8% – Here’s What Happened

ImmunoPrecise Antibodies Ltd. (CVE:IPA – Get Free Report)’s stock price was up 0.8% during trading on Tuesday . The stock traded as high as C$6.70 and last traded at C$6.50. 19,980 shares traded hands during trading, an... More of this article »
Image for Nippon Steel (OTCMKTS:NISTF) Shares Up 4.1%  – Here’s What Happened

Nippon Steel (OTCMKTS:NISTF) Shares Up 4.1% – Here’s What Happened

Nippon Steel Co. (OTCMKTS:NISTF – Get Free Report) traded up 4.1% during mid-day trading on Tuesday . The stock traded as high as $4.7466 and last traded at $4.58. Approximately 7,198 shares changed hands during trading, a decline... More of this article »
Image for Maya Gold and Silver (CVE:MYA) Trading Down 10.4%  – What’s Next?

Maya Gold and Silver (CVE:MYA) Trading Down 10.4% – What’s Next?

Maya Gold and Silver Inc. (CVE:MYA – Get Free Report) traded down 10.4% during mid-day trading on Tuesday . The company traded as low as C$2.29 and last traded at C$2.32. 152,582 shares traded hands during mid-day trading, an... More of this article »
Image for SPDR MSCI USA Gender Diversity ETF (NYSEARCA:SHE) Trading Down 0.5%  – Here’s Why

SPDR MSCI USA Gender Diversity ETF (NYSEARCA:SHE) Trading Down 0.5% – Here’s Why

SPDR MSCI USA Gender Diversity ETF (NYSEARCA:SHE – Get Free Report) shares dropped 0.5% on Tuesday . The company traded as low as $158.27 and last traded at $158.27. Approximately 3,031 shares traded hands during trading, a decline... More of this article »
Image for ProShares Short Russell2000 (NYSEARCA:RWM) Shares Up 0.4%  – Time to Buy?

ProShares Short Russell2000 (NYSEARCA:RWM) Shares Up 0.4% – Time to Buy?

ProShares Short Russell2000 (NYSEARCA:RWM – Get Free Report) were up 0.4% during trading on Tuesday . The stock traded as high as $13.69 and last traded at $13.66. 17,616,672 shares traded hands during mid-day trading, a decline... More of this article »
Image for Analyzing Trinity Capital (NASDAQ:TRIN) and Franklin Resources (NYSE:BEN)

Analyzing Trinity Capital (NASDAQ:TRIN) and Franklin Resources (NYSE:BEN)

Franklin Resources (NYSE:BEN – Get Free Report) and Trinity Capital (NASDAQ:TRIN – Get Free Report) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength... More of this article »
Image for Ramsay Stattman Vela & Price Inc. Acquires 14,919 Shares of Vanguard Mid-Cap ETF $VO

Ramsay Stattman Vela & Price Inc. Acquires 14,919 Shares of Vanguard Mid-Cap ETF $VO

Ramsay Stattman Vela & Price Inc. lifted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 300.0% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Carmignac Gestion

Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Acquired by Carmignac Gestion

Carmignac Gestion grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 1,427.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for 3,500 Shares in Dell Technologies Inc. $DELL Purchased by JW Asset Management LLC

3,500 Shares in Dell Technologies Inc. $DELL Purchased by JW Asset Management LLC

JW Asset Management LLC acquired a new stake in Dell Technologies Inc. (NYSE:DELL – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 3,500 shares of the... More of this article »
Image for West Family Investments Inc. Has $839,000 Stock Holdings in Capital One Financial Corporation $COF

West Family Investments Inc. Has $839,000 Stock Holdings in Capital One Financial Corporation $COF

West Family Investments Inc. boosted its position in shares of Capital One Financial Corporation (NYSE:COF – Free Report) by 219.4% in the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for 1,039,426 Shares in Vulcan Materials Company $VMC Bought by Veritas Asset Management LLP

1,039,426 Shares in Vulcan Materials Company $VMC Bought by Veritas Asset Management LLP

Veritas Asset Management LLP bought a new position in Vulcan Materials Company (NYSE:VMC – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor ... More of this article »
Image for Spark Investment Management LLC Lowers Stock Position in Open Text Corporation $OTEX

Spark Investment Management LLC Lowers Stock Position in Open Text Corporation $OTEX

Spark Investment Management LLC decreased its holdings in shares of Open Text Corporation (NASDAQ:OTEX – Free Report) (TSE:OTC) by 42.6% during the 2nd quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for 4,250 Shares in DTE Energy Company $DTE Purchased by West Family Investments Inc.

4,250 Shares in DTE Energy Company $DTE Purchased by West Family Investments Inc.

West Family Investments Inc. purchased a new stake in shares of DTE Energy Company (NYSE:DTE – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »