Home » Author Archive

Image for Mraz Amerine & Associates Inc. Lowers Stock Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Mraz Amerine & Associates Inc. Lowers Stock Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Mraz Amerine & Associates Inc. cut its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 21.6% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for Sierra Ocean LLC Takes $62,000 Position in CGI Inc. (NYSE:GIB)

Sierra Ocean LLC Takes $62,000 Position in CGI Inc. (NYSE:GIB)

Sierra Ocean LLC acquired a new stake in CGI Inc. (NYSE:GIB – Free Report) (TSE:GIB.A) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 567... More of this article »
Image for OraSure Technologies (OSUR) to Release Earnings on Tuesday

OraSure Technologies (OSUR) to Release Earnings on Tuesday

OraSure Technologies (NASDAQ:OSUR – Get Free Report) is anticipated to announce its earnings results after the market closes on Tuesday, February 25th. Analysts expect the company to announce earnings of ($0.05) per share and... More of this article »
Image for Venturi Wealth Management LLC Has $2.94 Million Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Venturi Wealth Management LLC Has $2.94 Million Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Venturi Wealth Management LLC lessened its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 17.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Rockfire Resources (LON:ROCK) Stock Price Down 4.8%  – Should You Sell?

Rockfire Resources (LON:ROCK) Stock Price Down 4.8% – Should You Sell?

Shares of Rockfire Resources plc (LON:ROCK – Get Free Report) traded down 4.8% on Tuesday . The stock traded as low as GBX 0.12 ($0.00) and last traded at GBX 0.12 ($0.00). 33,010,117 shares changed hands during mid-day trading,... More of this article »
Image for Empower Advisory Group LLC Grows Stock Position in Reliance, Inc. (NYSE:RS)

Empower Advisory Group LLC Grows Stock Position in Reliance, Inc. (NYSE:RS)

Empower Advisory Group LLC lifted its position in shares of Reliance, Inc. (NYSE:RS – Free Report) by 0.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 48,862 shares of the industrial... More of this article »
Image for Truist Financial Corp Has $57.07 Million Stake in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)

Truist Financial Corp Has $57.07 Million Stake in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)

Truist Financial Corp lowered its stake in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Free Report) by 11.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Automatic Data Processing, Inc. (NASDAQ:ADP) Shares Sold by Principal Financial Group Inc.

Automatic Data Processing, Inc. (NASDAQ:ADP) Shares Sold by Principal Financial Group Inc.

Principal Financial Group Inc. lowered its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 0.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for JFS Wealth Advisors LLC Raises Position in Lam Research Co. (NASDAQ:LRCX)

JFS Wealth Advisors LLC Raises Position in Lam Research Co. (NASDAQ:LRCX)

JFS Wealth Advisors LLC grew its position in Lam Research Co. (NASDAQ:LRCX – Free Report) by 900.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for NTV Asset Management LLC Has $613,000 Stock Position in Mastercard Incorporated (NYSE:MA)

NTV Asset Management LLC Has $613,000 Stock Position in Mastercard Incorporated (NYSE:MA)

NTV Asset Management LLC lifted its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Nicholas Hoffman & Company LLC. Has $388,000 Position in Rio Tinto Group (NYSE:RIO)

Nicholas Hoffman & Company LLC. Has $388,000 Position in Rio Tinto Group (NYSE:RIO)

Nicholas Hoffman & Company LLC. lessened its position in Rio Tinto Group (NYSE:RIO – Free Report) by 5.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,599... More of this article »
Image for Flywire (FLYW) Expected to Announce Earnings on Tuesday

Flywire (FLYW) Expected to Announce Earnings on Tuesday

Flywire (NASDAQ:FLYW – Get Free Report) is projected to release its earnings data after the market closes on Tuesday, February 25th. Analysts expect Flywire to post earnings of ($0.01) per share and revenue of $118.85 million... More of this article »
Image for Viking Therapeutics, Inc. (NASDAQ:VKTX) Shares Purchased by Montag A & Associates Inc.

Viking Therapeutics, Inc. (NASDAQ:VKTX) Shares Purchased by Montag A & Associates Inc.

Montag A & Associates Inc. lifted its stake in shares of Viking Therapeutics, Inc. (NASDAQ:VKTX – Free Report) by 8.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Congress Asset Management Co. Invests $1.21 Million in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Congress Asset Management Co. Invests $1.21 Million in iShares Russell 2000 Value ETF (NYSEARCA:IWN)

Congress Asset Management Co. bought a new stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Rhumbline Advisers Reduces Stake in Raymond James (NYSE:RJF)

Rhumbline Advisers Reduces Stake in Raymond James (NYSE:RJF)

Rhumbline Advisers lowered its stake in Raymond James (NYSE:RJF – Free Report) by 2.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Markel Group Inc. (NYSE:MKL) Short Interest Update

Markel Group Inc. (NYSE:MKL) Short Interest Update

Markel Group Inc. (NYSE:MKL – Get Free Report) was the recipient of a significant growth in short interest in January. As of January 31st, there was short interest totalling 184,800 shares, a growth of 19.4% from the January... More of this article »
Image for Imerys S.A. (OTCMKTS:IMYSF) Sees Significant Increase in Short Interest

Imerys S.A. (OTCMKTS:IMYSF) Sees Significant Increase in Short Interest

Imerys S.A. (OTCMKTS:IMYSF – Get Free Report) was the recipient of a significant increase in short interest in January. As of January 31st, there was short interest totalling 15,500 shares, an increase of 10.7% from the January... More of this article »
Image for PayPal (NASDAQ:PYPL) Trading Up 1.8%  – Still a Buy?

PayPal (NASDAQ:PYPL) Trading Up 1.8% – Still a Buy?

PayPal Holdings, Inc. (NASDAQ:PYPL – Get Free Report)’s share price was up 1.8% during trading on Monday . The company traded as high as $78.33 and last traded at $77.97. Approximately 10,494,275 shares traded hands during... More of this article »
Image for Cutler Investment Counsel LLC Has $22.97 Million Stock Holdings in Caterpillar Inc. (NYSE:CAT)

Cutler Investment Counsel LLC Has $22.97 Million Stock Holdings in Caterpillar Inc. (NYSE:CAT)

Cutler Investment Counsel LLC decreased its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 63,332 shares... More of this article »
Image for Amazon.com (NASDAQ:AMZN) Stock Price Down 0.7% Following Insider Selling

Amazon.com (NASDAQ:AMZN) Stock Price Down 0.7% Following Insider Selling

Amazon.com, Inc. (NASDAQ:AMZN)’s share price fell 0.7% during trading on Monday after an insider sold shares in the company. The company traded as low as $227.23 and last traded at $228.68. 26,962,132 shares traded hands during... More of this article »
Image for Philip James Wealth Mangement LLC Decreases Stake in AT&T Inc. (NYSE:T)

Philip James Wealth Mangement LLC Decreases Stake in AT&T Inc. (NYSE:T)

Philip James Wealth Mangement LLC reduced its position in AT&T Inc. (NYSE:T – Free Report) by 21.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 10,087 shares of the technology... More of this article »
Image for Strategic Advisors LLC Has $1 Million Stock Position in Lockheed Martin Co. (NYSE:LMT)

Strategic Advisors LLC Has $1 Million Stock Position in Lockheed Martin Co. (NYSE:LMT)

Strategic Advisors LLC grew its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 2.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 2,059 shares of the aerospace... More of this article »
Image for Intuitive Surgical, Inc. (NASDAQ:ISRG) Shares Sold by CIBC Asset Management Inc

Intuitive Surgical, Inc. (NASDAQ:ISRG) Shares Sold by CIBC Asset Management Inc

CIBC Asset Management Inc decreased its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 11.6% during the 4th quarter, HoldingsChannel.com reports. The fund owned 167,721 shares of the medical equipment... More of this article »
Image for Vanguard ESG International Stock ETF (BATS:VSGX) Stock Position Raised by Cutler Investment Counsel LLC

Vanguard ESG International Stock ETF (BATS:VSGX) Stock Position Raised by Cutler Investment Counsel LLC

Cutler Investment Counsel LLC raised its position in shares of Vanguard ESG International Stock ETF (BATS:VSGX – Free Report) by 4.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Empower Advisory Group LLC Grows Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Empower Advisory Group LLC Grows Stock Holdings in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Empower Advisory Group LLC lifted its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 3.2% during the fourth quarter, Holdings Channel reports. The firm owned 11,793,797 shares of the exchange... More of this article »
Image for AlphaCentric Advisors LLC Invests $1.25 Million in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

AlphaCentric Advisors LLC Invests $1.25 Million in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX)

AlphaCentric Advisors LLC bought a new position in shares of Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Nucor Co. (NYSE:NUE) Shares Acquired by Strategic Advisors LLC

Nucor Co. (NYSE:NUE) Shares Acquired by Strategic Advisors LLC

Strategic Advisors LLC increased its stake in Nucor Co. (NYSE:NUE – Free Report) by 31.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,584 shares... More of this article »
Image for Principal Financial Group Inc. Has $2.19 Billion Stock Position in Copart, Inc. (NASDAQ:CPRT)

Principal Financial Group Inc. Has $2.19 Billion Stock Position in Copart, Inc. (NASDAQ:CPRT)

Principal Financial Group Inc. decreased its stake in Copart, Inc. (NASDAQ:CPRT – Free Report) by 1.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Howmet Aerospace Inc. (NYSE:HWM) Holdings Cut by Ifrah Financial Services Inc.

Howmet Aerospace Inc. (NYSE:HWM) Holdings Cut by Ifrah Financial Services Inc.

Ifrah Financial Services Inc. lowered its holdings in Howmet Aerospace Inc. (NYSE:HWM – Free Report) by 3.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Shares Sold by Cooksen Wealth LLC

Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) Shares Sold by Cooksen Wealth LLC

Cooksen Wealth LLC reduced its stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 0.4% in the fourth quarter, HoldingsChannel reports. The fund owned 16,401 shares of the company’s stock after selling... More of this article »
Image for Sanctuary Advisors LLC Has $67.61 Million Stock Holdings in International Business Machines Co. (NYSE:IBM)

Sanctuary Advisors LLC Has $67.61 Million Stock Holdings in International Business Machines Co. (NYSE:IBM)

Sanctuary Advisors LLC cut its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 3.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for Catalyst Capital Advisors LLC Buys 22,000 Shares of TC Energy Co. (NYSE:TRP)

Catalyst Capital Advisors LLC Buys 22,000 Shares of TC Energy Co. (NYSE:TRP)

Catalyst Capital Advisors LLC boosted its stake in shares of TC Energy Co. (NYSE:TRP – Free Report) (TSE:TRP) by 7.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Short Interest in Emerson Electric Co. (NYSE:EMR) Increases By 17.2%

Short Interest in Emerson Electric Co. (NYSE:EMR) Increases By 17.2%

Emerson Electric Co. (NYSE:EMR – Get Free Report) was the target of a significant growth in short interest during the month of January. As of January 31st, there was short interest totalling 12,590,000 shares, a growth of 17.2%... More of this article »
Image for Monument Capital Management Raises Stake in Eagle Materials Inc. (NYSE:EXP)

Monument Capital Management Raises Stake in Eagle Materials Inc. (NYSE:EXP)

Monument Capital Management raised its stake in shares of Eagle Materials Inc. (NYSE:EXP – Free Report) by 1.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 12,083 shares of the construction... More of this article »
Image for Csenge Advisory Group Boosts Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Csenge Advisory Group Boosts Holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Csenge Advisory Group raised its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 66.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Image for Philip James Wealth Mangement LLC Reduces Stake in The Home Depot, Inc. (NYSE:HD)

Philip James Wealth Mangement LLC Reduces Stake in The Home Depot, Inc. (NYSE:HD)

Philip James Wealth Mangement LLC lowered its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 10.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Baillie Gifford & Co. Lowers Position in Xylem Inc. (NYSE:XYL)

Baillie Gifford & Co. Lowers Position in Xylem Inc. (NYSE:XYL)

Baillie Gifford & Co. trimmed its stake in Xylem Inc. (NYSE:XYL – Free Report) by 17.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,638,523 shares of the industrial products company’s stock... More of this article »
Image for iShares 1-3 Year International Treasury Bond ETF (NASDAQ:ISHG) Sees Large Decrease in Short Interest

iShares 1-3 Year International Treasury Bond ETF (NASDAQ:ISHG) Sees Large Decrease in Short Interest

iShares 1-3 Year International Treasury Bond ETF (NASDAQ:ISHG – Get Free Report) saw a large decrease in short interest during the month of January. As of January 31st, there was short interest totalling 1,400 shares, a decrease... More of this article »
Image for Oddity Tech Ltd. (NASDAQ:ODD) Position Reduced by Baillie Gifford & Co.

Oddity Tech Ltd. (NASDAQ:ODD) Position Reduced by Baillie Gifford & Co.

Baillie Gifford & Co. trimmed its stake in shares of Oddity Tech Ltd. (NASDAQ:ODD – Free Report) by 3.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Wayfair Inc. (NYSE:W) Stock Holdings Lifted by Baillie Gifford & Co.

Wayfair Inc. (NYSE:W) Stock Holdings Lifted by Baillie Gifford & Co.

Baillie Gifford & Co. raised its position in Wayfair Inc. (NYSE:W – Free Report) by 13.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Baillie Gifford & Co. Has $413.59 Million Stake in MakeMyTrip Limited (NASDAQ:MMYT)

Baillie Gifford & Co. Has $413.59 Million Stake in MakeMyTrip Limited (NASDAQ:MMYT)

Baillie Gifford & Co. lessened its stake in shares of MakeMyTrip Limited (NASDAQ:MMYT – Free Report) by 6.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for iShares MSCI France ETF (NYSEARCA:EWQ) Shares Bought by Catalyst Capital Advisors LLC

iShares MSCI France ETF (NYSEARCA:EWQ) Shares Bought by Catalyst Capital Advisors LLC

Catalyst Capital Advisors LLC raised its holdings in iShares MSCI France ETF (NYSEARCA:EWQ – Free Report) by 15.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 270,155 shares of the... More of this article »
Image for Iron Mountain Incorporated (NYSE:IRM) Shares Sold by Montag A & Associates Inc.

Iron Mountain Incorporated (NYSE:IRM) Shares Sold by Montag A & Associates Inc.

Montag A & Associates Inc. lowered its stake in shares of Iron Mountain Incorporated (NYSE:IRM – Free Report) by 3.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Short Interest in Arvinas, Inc. (NASDAQ:ARVN) Grows By 7.0%

Short Interest in Arvinas, Inc. (NASDAQ:ARVN) Grows By 7.0%

Arvinas, Inc. (NASDAQ:ARVN – Get Free Report) was the recipient of a large increase in short interest during the month of January. As of January 31st, there was short interest totalling 10,440,000 shares, an increase of 7.0%... More of this article »
Image for Contrasting Legrand (OTCMKTS:LGRDY) & Otis Worldwide (NYSE:OTIS)

Contrasting Legrand (OTCMKTS:LGRDY) & Otis Worldwide (NYSE:OTIS)

Legrand (OTCMKTS:LGRDY – Get Free Report) and Otis Worldwide (NYSE:OTIS – Get Free Report) are both large-cap computer and technology companies, but which is the superior business? We will compare the two businesses based... More of this article »
Image for Valmark Advisers Inc. Raises Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Valmark Advisers Inc. Raises Stock Holdings in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ)

Valmark Advisers Inc. grew its stake in JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 53.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 25,285 shares of the... More of this article »
Image for Valmark Advisers Inc. Has $1.27 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Valmark Advisers Inc. Has $1.27 Million Stock Holdings in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG)

Valmark Advisers Inc. grew its position in Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 210.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Image for Valmark Advisers Inc. Has $1.53 Million Position in Casella Waste Systems, Inc. (NASDAQ:CWST)

Valmark Advisers Inc. Has $1.53 Million Position in Casella Waste Systems, Inc. (NASDAQ:CWST)

Valmark Advisers Inc. boosted its holdings in Casella Waste Systems, Inc. (NASDAQ:CWST – Free Report) by 1.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 14,499 shares of the industrial... More of this article »
Image for 21,761 Shares in Nordson Co. (NASDAQ:NDSN) Bought by Strategic Financial Concepts LLC

21,761 Shares in Nordson Co. (NASDAQ:NDSN) Bought by Strategic Financial Concepts LLC

Strategic Financial Concepts LLC acquired a new stake in shares of Nordson Co. (NASDAQ:NDSN – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Strategic Financial Concepts LLC Takes Position in Rush Enterprises, Inc. (NASDAQ:RUSHA)

Strategic Financial Concepts LLC Takes Position in Rush Enterprises, Inc. (NASDAQ:RUSHA)

Strategic Financial Concepts LLC acquired a new position in shares of Rush Enterprises, Inc. (NASDAQ:RUSHA – Free Report) during the fourth quarter, HoldingsChannel reports. The firm acquired 105,132 shares of the company’s... More of this article »