Home » Author Archive

Image for Netflix, Inc. $NFLX Stock Position Lifted by WealthPlan Investment Management LLC

Netflix, Inc. $NFLX Stock Position Lifted by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,380.5% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Valmet Oyj (OTCMKTS:VOYJF)  Shares Down 23.9%   – What’s Next?

Valmet Oyj (OTCMKTS:VOYJF) Shares Down 23.9% – What’s Next?

Valmet Oyj (OTCMKTS:VOYJF – Get Free Report)’s share price fell 23.9% during mid-day trading on Friday . The stock traded as low as $26.2668 and last traded at $26.2668. 100 shares traded hands during trading, a decline... More of this article »
Image for ONE Group Hospitality (NASDAQ:STKS) and Rocky Mountain Chocolate Factory (NASDAQ:RMCF) Head to Head Survey

ONE Group Hospitality (NASDAQ:STKS) and Rocky Mountain Chocolate Factory (NASDAQ:RMCF) Head to Head Survey

ONE Group Hospitality (NASDAQ:STKS – Get Free Report) and Rocky Mountain Chocolate Factory (NASDAQ:RMCF – Get Free Report) are both small-cap retail/wholesale companies, but which is the superior stock? We will compare... More of this article »
Image for Reviewing Snail (NASDAQ:SNAL) and PENN Entertainment (NASDAQ:PENN)

Reviewing Snail (NASDAQ:SNAL) and PENN Entertainment (NASDAQ:PENN)

Snail (NASDAQ:SNAL – Get Free Report) and PENN Entertainment (NASDAQ:PENN – Get Free Report) are both consumer discretionary companies, but which is the better business? We will compare the two companies based on the strength... More of this article »
Image for Parker-Hannifin Corporation $PH Shares Purchased by iA Global Asset Management Inc.

Parker-Hannifin Corporation $PH Shares Purchased by iA Global Asset Management Inc.

iA Global Asset Management Inc. increased its position in shares of Parker-Hannifin Corporation (NYSE:PH – Free Report) by 20.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for iA Global Asset Management Inc. Purchases 52,220 Shares of CocaCola Company (The) $KO

iA Global Asset Management Inc. Purchases 52,220 Shares of CocaCola Company (The) $KO

iA Global Asset Management Inc. boosted its position in CocaCola Company (The) (NYSE:KO – Free Report) by 26.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 252,590... More of this article »
Image for Artificial Intelligence Stocks To Consider – May 14th

Artificial Intelligence Stocks To Consider – May 14th

Fermi, Hut 8, and Tempus AI are the three Artificial Intelligence stocks to watch today, according to MarketBeat’s stock screener tool. Artificial intelligence stocks are shares of publicly traded companies that develop, use,... More of this article »
Image for iA Global Asset Management Inc. Increases Position in Regeneron Pharmaceuticals, Inc. $REGN

iA Global Asset Management Inc. Increases Position in Regeneron Pharmaceuticals, Inc. $REGN

iA Global Asset Management Inc. lifted its holdings in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 3.8% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Hydrogen Stocks To Keep An Eye On – May 14th

Hydrogen Stocks To Keep An Eye On – May 14th

Plug Power, NuScale Power, FuelCell Energy, CF Industries, Lifezone Metals, Fusion Fuel Green, and NewHydrogen are the seven Hydrogen stocks to watch today, according to MarketBeat’s stock screener tool. “Hydrogen stocks”... More of this article »
Image for 2,091 Shares in Chubb Limited $CB Bought by Guardian Capital LLC

2,091 Shares in Chubb Limited $CB Bought by Guardian Capital LLC

Guardian Capital LLC bought a new position in Chubb Limited (NYSE:CB – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 2,091 shares of the financial services provider’s... More of this article »
Image for WealthPlan Investment Management LLC Buys 62,544 Shares of ExxonMobil Corporation $XOM

WealthPlan Investment Management LLC Buys 62,544 Shares of ExxonMobil Corporation $XOM

WealthPlan Investment Management LLC lifted its stake in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 179.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Chevron Corporation $CVX Stock Position Decreased by WealthPlan Investment Management LLC

Chevron Corporation $CVX Stock Position Decreased by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC cut its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 9.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for UBS Group AG Raises Stake in iShares Convertible Bond ETF $ICVT

UBS Group AG Raises Stake in iShares Convertible Bond ETF $ICVT

UBS Group AG increased its stake in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 5.8% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 93,022 shares of the company’s... More of this article »
Image for CocaCola Company (The) $KO Shares Bought by WealthPlan Investment Management LLC

CocaCola Company (The) $KO Shares Bought by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC grew its stake in shares of CocaCola Company (The) (NYSE:KO – Free Report) by 505.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Northwestern Mutual Wealth Management Co. Sells 24,722,597 Shares of Invesco S&P 500 Equal Weight ETF $RSP

Northwestern Mutual Wealth Management Co. Sells 24,722,597 Shares of Invesco S&P 500 Equal Weight ETF $RSP

Northwestern Mutual Wealth Management Co. decreased its position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 97.7% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Hendley & Co. Inc. Takes Position in AstraZeneca PLC $AZNCF

Hendley & Co. Inc. Takes Position in AstraZeneca PLC $AZNCF

Hendley & Co. Inc. acquired a new stake in AstraZeneca PLC (OTCMKTS:AZNCF – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 64,805 shares of the company’s stock, valued at approximately... More of this article »
Image for L & S Advisors Inc Acquires New Position in First Solar, Inc. $FSLR

L & S Advisors Inc Acquires New Position in First Solar, Inc. $FSLR

L & S Advisors Inc acquired a new stake in shares of First Solar, Inc. (NASDAQ:FSLR – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Hendley & Co. Inc. Sells 6,235 Shares of ExxonMobil Corporation $XOM

Hendley & Co. Inc. Sells 6,235 Shares of ExxonMobil Corporation $XOM

Hendley & Co. Inc. decreased its position in ExxonMobil Corporation (NYSE:XOM – Free Report) by 30.7% during the 4th quarter, Holdings Channel reports. The firm owned 14,067 shares of the oil and gas company’s stock... More of this article »
Image for Burford Brothers Inc. Has $425,000 Stock Position in Cisco Systems, Inc. $CSCO

Burford Brothers Inc. Has $425,000 Stock Position in Cisco Systems, Inc. $CSCO

Burford Brothers Inc. lowered its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 68.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,519 shares of the network... More of this article »
Image for Soltis Investment Advisors LLC Has $13.17 Million Holdings in Invesco QQQ $QQQ

Soltis Investment Advisors LLC Has $13.17 Million Holdings in Invesco QQQ $QQQ

Soltis Investment Advisors LLC lifted its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 18.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Keeta Reaches Self Reported Market Capitalization of $57.17 Million (KTA)

Keeta Reaches Self Reported Market Capitalization of $57.17 Million (KTA)

Keeta (KTA) traded 2.6% higher against the dollar during the 24-hour period ending at 7:00 AM E.T. on May 17th. Keeta has a total market capitalization of $57.17 million and approximately $1.41 million worth of Keeta was traded on... More of this article »
Image for Head to Head Contrast: Dream Finders Homes (NYSE:DFH) & LRR Energy (NASDAQ:LRE)

Head to Head Contrast: Dream Finders Homes (NYSE:DFH) & LRR Energy (NASDAQ:LRE)

Dream Finders Homes (NYSE:DFH – Get Free Report) and LRR Energy (NASDAQ:LRE – Get Free Report) are both small-cap construction companies, but which is the better business? We will contrast the two businesses based on the... More of this article »
Image for Kinsale Capital Group Inc. Buys New Stake in FactSet Research Systems Inc. $FDS

Kinsale Capital Group Inc. Buys New Stake in FactSet Research Systems Inc. $FDS

Kinsale Capital Group Inc. bought a new stake in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Janus Henderson Transformational Growth ETF (BATS:JXX) Short Interest Update

Janus Henderson Transformational Growth ETF (BATS:JXX) Short Interest Update

Janus Henderson Transformational Growth ETF (BATS:JXX – Get Free Report) was the recipient of a large decline in short interest in April. As of April 30th, there was short interest totaling 1,892 shares, a decline of 40.9% from... More of this article »
Image for Ducky Price Tops $0.0008 on Major Exchanges (DUCKY)

Ducky Price Tops $0.0008 on Major Exchanges (DUCKY)

Ducky (DUCKY) traded 0.6% higher against the dollar during the 24-hour period ending at 7:00 AM ET on May 17th. In the last week, Ducky has traded 2.8% lower against the dollar. One Ducky token can currently be purchased for approximately... More of this article »
Image for FT Vest Gold Strategy Target Income ETF (BATS:IGLD) Short Interest Update

FT Vest Gold Strategy Target Income ETF (BATS:IGLD) Short Interest Update

FT Vest Gold Strategy Target Income ETF (BATS:IGLD – Get Free Report) was the target of a significant increase in short interest in April. As of April 30th, there was short interest totaling 164,921 shares, an increase of 125.0%... More of this article »
Image for iShares Intermediate Government/Credit Bond ETF (BATS:GVI) Short Interest Up 104.0% in April

iShares Intermediate Government/Credit Bond ETF (BATS:GVI) Short Interest Up 104.0% in April

iShares Intermediate Government/Credit Bond ETF (BATS:GVI – Get Free Report) was the recipient of a significant growth in short interest during the month of April. As of April 30th, there was short interest totaling 6,131 shares,... More of this article »
Image for Yangtze River Port and Logistics (OTCMKTS:YRIV) vs. LuxUrban Hotels (NASDAQ:LUXH) Financial Comparison

Yangtze River Port and Logistics (OTCMKTS:YRIV) vs. LuxUrban Hotels (NASDAQ:LUXH) Financial Comparison

Profitability This table compares LuxUrban Hotels and Yangtze River Port and Logistics’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets LuxUrban Hotels -145.57% N/A -29.89% Yangtze... More of this article »
Image for GCI Liberty, Inc. – Series C GCI Group (NASDAQ:GLIBK) Hits New 1-Year Low After Analyst Downgrade

GCI Liberty, Inc. – Series C GCI Group (NASDAQ:GLIBK) Hits New 1-Year Low After Analyst Downgrade

GCI Liberty, Inc. – Series C GCI Group (NASDAQ:GLIBK – Get Free Report) shares reached a new 52-week low during mid-day trading on Friday after Zacks Research downgraded the stock from a hold rating to a strong sell rating.... More of this article »
Image for Cboe Global Markets Touts Record Revenue as Shareholders Back Board, Reject Proposal

Cboe Global Markets Touts Record Revenue as Shareholders Back Board, Reject Proposal

Cboe Global Markets (BATS:CBOE) held its annual meeting of stockholders virtually, with shareholders approving the company’s director nominees, executive compensation proposal and auditor ratification while rejecting a shareholder... More of this article »
Image for AeroVironment CEO Says Drone Warfare Shift Is ‘Our Moment’ as Defense Demand Builds

AeroVironment CEO Says Drone Warfare Shift Is ‘Our Moment’ as Defense Demand Builds

AeroVironment (NASDAQ:AVAV) Chairman, President and CEO Wahid Nawabi said accelerating global security threats are reshaping defense priorities toward drones, loitering munitions and counter-unmanned aircraft systems, areas where... More of this article »
Image for DNB Asset Management AS Increases Stock Position in The Charles Schwab Corporation $SCHW

DNB Asset Management AS Increases Stock Position in The Charles Schwab Corporation $SCHW

DNB Asset Management AS raised its stake in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 2.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Leuthold Group LLC Cuts Position in Agnico Eagle Mines Limited $AEM

Leuthold Group LLC Cuts Position in Agnico Eagle Mines Limited $AEM

Leuthold Group LLC decreased its holdings in Agnico Eagle Mines Limited (NYSE:AEM – Free Report) (TSE:AEM) by 35.8% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 30,075 shares of... More of this article »
Image for 79,533 Shares in Truist Financial Corporation $TFC Acquired by L & S Advisors Inc

79,533 Shares in Truist Financial Corporation $TFC Acquired by L & S Advisors Inc

L & S Advisors Inc acquired a new position in Truist Financial Corporation (NYSE:TFC – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 79,533 shares... More of this article »
Image for Innovator U.S. Equity Power Buffer ETF – December $PDEC Shares Bought by Soltis Investment Advisors LLC

Innovator U.S. Equity Power Buffer ETF – December $PDEC Shares Bought by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC raised its stake in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC – Free Report) by 4.9% during the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Soltis Investment Advisors LLC Purchases 6,867 Shares of iShares Core S&P Small-Cap ETF $IJR

Soltis Investment Advisors LLC Purchases 6,867 Shares of iShares Core S&P Small-Cap ETF $IJR

Soltis Investment Advisors LLC increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 10.4% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for General Dynamics Corporation $GD Shares Purchased by Soltis Investment Advisors LLC

General Dynamics Corporation $GD Shares Purchased by Soltis Investment Advisors LLC

Soltis Investment Advisors LLC grew its stake in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 11.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for iShares Short Treasury Bond ETF $SHV is Independent Solutions Wealth Management LLC’s 8th Largest Position

iShares Short Treasury Bond ETF $SHV is Independent Solutions Wealth Management LLC’s 8th Largest Position

Independent Solutions Wealth Management LLC grew its stake in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 19.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 111,699 shares... More of this article »
Image for Independent Solutions Wealth Management LLC Increases Stock Holdings in iShares Core S&P 500 ETF $IVV

Independent Solutions Wealth Management LLC Increases Stock Holdings in iShares Core S&P 500 ETF $IVV

Independent Solutions Wealth Management LLC lifted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for David Sigmon Sells 7,500 Shares of Greenlight Capital Re (NASDAQ:GLRE) Stock

David Sigmon Sells 7,500 Shares of Greenlight Capital Re (NASDAQ:GLRE) Stock

Greenlight Capital Re, Ltd. (NASDAQ:GLRE – Get Free Report) General Counsel David Sigmon sold 7,500 shares of Greenlight Capital Re stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $17.33,... More of this article »
Image for SPDR Bloomberg Short Term High Yield Bond ETF $SJNK is iA Global Asset Management Inc.’s 8th Largest Position

SPDR Bloomberg Short Term High Yield Bond ETF $SJNK is iA Global Asset Management Inc.’s 8th Largest Position

iA Global Asset Management Inc. lifted its stake in SPDR Bloomberg Short Term High Yield Bond ETF (NYSEARCA:SJNK – Free Report) by 40.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for 363,904 Shares in SPDR Portfolio Intermediate Term Treasury ETF $SPTI Purchased by Evergreen Wealth Partners LLC

363,904 Shares in SPDR Portfolio Intermediate Term Treasury ETF $SPTI Purchased by Evergreen Wealth Partners LLC

Evergreen Wealth Partners LLC bought a new position in shares of SPDR Portfolio Intermediate Term Treasury ETF (NYSEARCA:SPTI – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Securian Asset Management Inc. Sells 98,742 Shares of Broadcom Inc. $AVGO

Securian Asset Management Inc. Sells 98,742 Shares of Broadcom Inc. $AVGO

Securian Asset Management Inc. cut its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 43.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 128,410 shares of the semiconductor manufacturer’s... More of this article »
Image for Analyzing Mastercraft Boat (NASDAQ:MCFT) & Massimo Group (NASDAQ:MAMO)

Analyzing Mastercraft Boat (NASDAQ:MCFT) & Massimo Group (NASDAQ:MAMO)

Mastercraft Boat (NASDAQ:MCFT – Get Free Report) and Massimo Group (NASDAQ:MAMO – Get Free Report) are both small-cap consumer discretionary companies, but which is the better business? We will contrast the two businesses... More of this article »
Image for Financial Review: Symbid (OTCMKTS:SINC) versus WF (NASDAQ:WFF)

Financial Review: Symbid (OTCMKTS:SINC) versus WF (NASDAQ:WFF)

WF (NASDAQ:WFF – Get Free Report) and Symbid (OTCMKTS:SINC – Get Free Report) are both small-cap industrials companies, but which is the superior investment? We will contrast the two companies based on the strength of their... More of this article »
Image for Pampa Energia Q1 Earnings Call Highlights

Pampa Energia Q1 Earnings Call Highlights

Pampa Energia (NYSE:PAM) reported a sharp increase in first-quarter adjusted EBITDA, supported by record oil and gas production, the continued ramp-up of its Rincón de Aranda shale oil project and improved margins in power generation... More of this article »
Image for O Brien Greene & Co. Inc Lowers Holdings in Interactive Brokers Group, Inc. $IBKR

O Brien Greene & Co. Inc Lowers Holdings in Interactive Brokers Group, Inc. $IBKR

O Brien Greene & Co. Inc decreased its position in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 3.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Comparing Pathfinder Bancorp (NASDAQ:PBHC) and Kearny Financial (NASDAQ:KRNY)

Comparing Pathfinder Bancorp (NASDAQ:PBHC) and Kearny Financial (NASDAQ:KRNY)

Pathfinder Bancorp (NASDAQ:PBHC – Get Free Report) and Kearny Financial (NASDAQ:KRNY – Get Free Report) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on... More of this article »
Image for Thrivent Financial for Lutherans Increases Stock Holdings in Roblox Corporation $RBLX

Thrivent Financial for Lutherans Increases Stock Holdings in Roblox Corporation $RBLX

Thrivent Financial for Lutherans boosted its position in Roblox Corporation (NYSE:RBLX – Free Report) by 824.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 642,763 shares of the company’s stock... More of this article »
Image for Qsemble Capital Management LP Acquires 34,601 Shares of Alliant Energy Corporation $LNT

Qsemble Capital Management LP Acquires 34,601 Shares of Alliant Energy Corporation $LNT

Qsemble Capital Management LP grew its holdings in Alliant Energy Corporation (NASDAQ:LNT – Free Report) by 181.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »