Home » Author Archive


Riverwater Partners LLC Lowers Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)
Riverwater Partners LLC lessened its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.5% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
PAX Financial Group LLC Reduces Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)
PAX Financial Group LLC lowered its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.3% during the 2nd quarter, according to the company in its most recent filing with the Securities &... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Shares Purchased by Allworth Financial LP
Allworth Financial LP increased its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 39.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
NextEra Energy (NYSE:NEE) Price Target Cut to $80.00 by Analysts at Evercore ISI
NextEra Energy (NYSE:NEE – Free Report) had its target price lowered by Evercore ISI from $82.00 to $80.00 in a report released on Thursday morning, FlyOnTheWall reports. A number of other analysts have also commented on the... More of this article »
Paychex (NASDAQ:PAYX) Price Target Raised to $131.00 at TD Cowen
Paychex (NASDAQ:PAYX – Free Report) had its target price raised by TD Cowen from $130.00 to $131.00 in a report released on Thursday morning, Benzinga reports. They currently have an outperform rating on the business services... More of this article »
Allworth Financial LP Cuts Position in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)
Allworth Financial LP cut its stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) by 27.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,752... More of this article »
Bennett Selby Investments LP Raises Position in Alphabet Inc. (NASDAQ:GOOG)
Bennett Selby Investments LP increased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 1.8% during the second quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Summit Global Investments Increases Holdings in The Allstate Co. (NYSE:ALL)
Summit Global Investments increased its stake in The Allstate Co. (NYSE:ALL – Free Report) by 296.2% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Nelson Van Denburg & Campbell Wealth Management Group LLC Increases Stake in Inspire Medical Systems, Inc. (NYSE:INSP)
Nelson Van Denburg & Campbell Wealth Management Group LLC increased its position in shares of Inspire Medical Systems, Inc. (NYSE:INSP – Free Report) by 11.8% during the second quarter, according to its most recent Form... More of this article »
William Blair Comments on SharkNinja, Inc.’s Q3 2023 Earnings (NYSE:SN)
SharkNinja, Inc. (NYSE:SN – Free Report) – Equities research analysts at William Blair issued their Q3 2023 earnings per share (EPS) estimates for SharkNinja in a report issued on Tuesday, September 26th. William Blair... More of this article »
The Williams Companies, Inc. (NYSE:WMB) Shares Sold by Nelson Van Denburg & Campbell Wealth Management Group LLC
Nelson Van Denburg & Campbell Wealth Management Group LLC lowered its holdings in The Williams Companies, Inc. (NYSE:WMB – Free Report) by 12.1% in the second quarter, according to its most recent disclosure with the SEC.... More of this article »
TuSimple (NASDAQ:TSP) Announces Earnings Results
TuSimple (NASDAQ:TSP – Get Free Report) issued its quarterly earnings results on Wednesday. The company reported ($0.34) earnings per share for the quarter, topping analysts’ consensus estimates of ($0.76) by $0.42, MarketWatch... More of this article »
Nelson Van Denburg & Campbell Wealth Management Group LLC Has $813,000 Holdings in Unilever PLC (NYSE:UL)
Nelson Van Denburg & Campbell Wealth Management Group LLC decreased its holdings in Unilever PLC (NYSE:UL – Free Report) by 11.4% in the 2nd quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Nelson Van Denburg & Campbell Wealth Management Group LLC Buys 18,415 Shares of Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ)
Nelson Van Denburg & Campbell Wealth Management Group LLC increased its stake in Invesco BulletShares 2026 Corporate Bond ETF (NASDAQ:BSCQ – Free Report) by 77.2% in the 2nd quarter, according to its most recent 13F filing... More of this article »
CHICAGO TRUST Co NA Lowers Holdings in Berry Global Group, Inc. (NYSE:BERY)
CHICAGO TRUST Co NA reduced its stake in shares of Berry Global Group, Inc. (NYSE:BERY – Free Report) by 6.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
CHICAGO TRUST Co NA Takes $221,000 Position in Skyworks Solutions, Inc. (NASDAQ:SWKS)
CHICAGO TRUST Co NA bought a new position in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Flowserve Co. (NYSE:FLS) Stock Holdings Lowered by CHICAGO TRUST Co NA
CHICAGO TRUST Co NA trimmed its holdings in shares of Flowserve Co. (NYSE:FLS – Free Report) by 5.9% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,611 shares... More of this article »
Allworth Financial LP Sells 606 Shares of Western Asset Total Return ETF (NASDAQ:WBND)
Allworth Financial LP reduced its stake in Western Asset Total Return ETF (NASDAQ:WBND – Free Report) by 0.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Generac (NYSE:GNRC) Shares Gap Up to $103.22
Generac Holdings Inc. (NYSE:GNRC – Get Free Report) shares gapped up prior to trading on Wednesday . The stock had previously closed at $103.22, but opened at $108.68. Generac shares last traded at $108.36, with a volume of 304,757... More of this article »
Allworth Financial LP Grows Stock Holdings in Becton, Dickinson and Company (NYSE:BDX)
Allworth Financial LP boosted its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 2.0% during the second quarter, according to the company in its most recent disclosure with the Securities &... More of this article »Allworth Financial LP Has $3.23 Million Stock Holdings in RTX Co. (NYSE:RTX)
Allworth Financial LP raised its holdings in RTX Co. (NYSE:RTX – Free Report) by 0.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 33,009 shares... More of this article »
Allworth Financial LP Sells 809 Shares of Vanguard Health Care ETF (NYSEARCA:VHT)
Allworth Financial LP lowered its stake in shares of Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 5.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Allworth Financial LP Sells 733 Shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)
Allworth Financial LP trimmed its position in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 2.1% in the second quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Allworth Financial LP Has $3.20 Million Stake in The Coca-Cola Company (NYSE:KO)
Allworth Financial LP decreased its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 6.1% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Fiduciary Alliance LLC Makes New Investment in Okta, Inc. (NASDAQ:OKTA)
Fiduciary Alliance LLC acquired a new stake in Okta, Inc. (NASDAQ:OKTA – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Fiduciary Alliance LLC Purchases Shares of 337 Dollar General Co. (NYSE:DG)
Fiduciary Alliance LLC purchased a new stake in Dollar General Co. (NYSE:DG – Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased... More of this article »
Signet Financial Management LLC Has $2.81 Million Stock Position in The Home Depot, Inc. (NYSE:HD)
Signet Financial Management LLC cut its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 1.3% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Exxon Mobil Co. (NYSE:XOM) Stake Raised by Atlas Brown Inc.
Atlas Brown Inc. lifted its position in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.4% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 43,219 shares of... More of this article »
Cadent Capital Advisors LLC Purchases 336 Shares of Exxon Mobil Co. (NYSE:XOM)
Cadent Capital Advisors LLC raised its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Martin Monro Buys 25,000 Shares of Service Stream Limited (ASX:SSM) Stock
Service Stream Limited (ASX:SSM – Get Free Report) insider Martin Monro acquired 25,000 shares of Service Stream stock in a transaction on Friday, September 22nd. The shares were purchased at an average price of A$0.91 ($0.58)... More of this article »
Generac (NYSE:GNRC) Price Target Increased to $155.00 by Analysts at Piper Sandler
Generac (NYSE:GNRC – Free Report) had its price objective upped by Piper Sandler from $150.00 to $155.00 in a research note published on Thursday, MarketBeat reports. They currently have an overweight rating on the technology... More of this article »
Denali Advisors LLC Acquires 10,700 Shares of CoreCard Co. (NYSE:CCRD)
Denali Advisors LLC lifted its position in CoreCard Co. (NYSE:CCRD – Free Report) by 891.7% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,900 shares... More of this article »
Louisiana State Employees Retirement System Raises Stock Position in Cognex Co. (NASDAQ:CGNX)
Louisiana State Employees Retirement System boosted its position in shares of Cognex Co. (NASDAQ:CGNX – Free Report) by 9.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Louisiana State Employees Retirement System Sells 2,900 Shares of Occidental Petroleum Co. (NYSE:OXY)
Louisiana State Employees Retirement System cut its holdings in shares of Occidental Petroleum Co. (NYSE:OXY – Free Report) by 6.1% during the second quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Virtue Capital Management LLC Has $1.52 Million Position in Chevron Co. (NYSE:CVX)
Virtue Capital Management LLC boosted its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 2.0% in the second quarter, according to its most recent filing with the SEC. The firm owned 9,725 shares of the oil and... More of this article »
M&T Bank Co. to Post FY2023 Earnings of $17.21 Per Share, Wedbush Forecasts (NYSE:MTB)
M&T Bank Co. (NYSE:MTB – Free Report) – Wedbush decreased their FY2023 earnings per share (EPS) estimates for shares of M&T Bank in a research note issued to investors on Wednesday, September 27th. Wedbush... More of this article »
L3Harris Technologies, Inc. (NYSE:LHX) to Post FY2023 Earnings of $12.23 Per Share, Seaport Res Ptn Forecasts
L3Harris Technologies, Inc. (NYSE:LHX – Free Report) – Equities researchers at Seaport Res Ptn dropped their FY2023 earnings per share estimates for L3Harris Technologies in a report released on Wednesday, September... More of this article »
Q3 2023 EPS Estimates for Pentair plc (NYSE:PNR) Cut by Zacks Research
Pentair plc (NYSE:PNR – Free Report) – Stock analysts at Zacks Research decreased their Q3 2023 earnings per share (EPS) estimates for shares of Pentair in a note issued to investors on Wednesday, September 27th. Zacks... More of this article »
Xerox Holdings Co. (NYSE:XRX) Expected to Earn FY2023 Earnings of $1.68 Per Share
Xerox Holdings Co. (NYSE:XRX – Free Report) – Equities research analysts at Zacks Research upped their FY2023 earnings per share (EPS) estimates for Xerox in a research report issued to clients and investors on Wednesday,... More of this article »
Delek US Holdings, Inc. to Post Q3 2023 Earnings of $1.15 Per Share, Zacks Research Forecasts (NYSE:DK)
Delek US Holdings, Inc. (NYSE:DK – Free Report) – Zacks Research boosted their Q3 2023 EPS estimates for shares of Delek US in a report issued on Thursday, September 28th. Zacks Research analyst T. Saha now anticipates... More of this article »
Summit Global Investments Increases Holdings in Apogee Enterprises, Inc. (NASDAQ:APOG)
Summit Global Investments grew its holdings in shares of Apogee Enterprises, Inc. (NASDAQ:APOG – Free Report) by 5.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Global Blue Group (NYSE:GB) Stock Price Up 6%
Global Blue Group Holding AG (NYSE:GB – Get Free Report)’s share price rose 6% during trading on Wednesday . The company traded as high as $6.15 and last traded at $6.04. Approximately 6,304 shares changed hands during... More of this article »
Invesco S&P 500 QVM Multi-factor ETF (NYSEARCA:QVML) Sees Large Volume Increase
Invesco S&P 500 QVM Multi-factor ETF (NYSEARCA:QVML – Get Free Report) shares saw unusually-high trading volume on Wednesday . Approximately 1,851 shares traded hands during trading, a decline of 7% from the previous session’s... More of this article »
Soho House & Co Inc. (NYSE:SHCO) Sees Large Volume Increase
Soho House & Co Inc. (NYSE:SHCO – Get Free Report) shares saw unusually-high trading volume on Wednesday . Approximately 187,512 shares traded hands during mid-day trading, a decline of 12% from the previous session’s... More of this article »
Summit Global Investments Purchases New Shares in BlackLine, Inc. (NASDAQ:BL)
Summit Global Investments acquired a new stake in shares of BlackLine, Inc. (NASDAQ:BL – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 17,255 shares of the technology... More of this article »
Gradient Capital Advisors LLC Decreases Stock Holdings in Pfizer Inc. (NYSE:PFE)
Gradient Capital Advisors LLC trimmed its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 14.0% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
CHICAGO TRUST Co NA Has $256,000 Stock Holdings in Mattel, Inc. (NASDAQ:MAT)
CHICAGO TRUST Co NA lessened its position in Mattel, Inc. (NASDAQ:MAT – Free Report) by 6.8% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 13,116 shares... More of this article »
Flywire (NASDAQ:FLYW) Receives New Coverage from Analysts at BTIG Research
BTIG Research initiated coverage on shares of Flywire (NASDAQ:FLYW – Free Report) in a report published on Thursday morning, Marketbeat Ratings reports. The brokerage issued a buy rating and a $37.00 price objective on the stock. A... More of this article »