Home » Author Archive
Sovran Advisors LLC Grows Holdings in The Goldman Sachs Group, Inc. $GS
Sovran Advisors LLC boosted its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 679.2% in the first quarter, HoldingsChannel reports. The fund owned 2,891 shares of the investment management company’s... More of this article »
Corpay, Inc $CPAY is Vantage Investment Partners LLC’s 8th Largest Position
Vantage Investment Partners LLC raised its stake in shares of Corpay, Inc (NYSE:CPAY – Free Report) by 2.7% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 171,571 shares of the... More of this article »
Commonwealth of Pennsylvania Public School Empls Retrmt SYS Sells 1,019 Shares of Mastercard Incorporated $MA
Commonwealth of Pennsylvania Public School Empls Retrmt SYS lessened its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 0.5% in the 1st quarter, according to its most recent disclosure with the Securities &... More of this article »
Broadcom Inc. $AVGO Shares Purchased by Stenger Family Office LLC
Stenger Family Office LLC increased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 18.9% in the 1st quarter, Holdings Channel reports. The firm owned 17,850 shares of the semiconductor manufacturer’s... More of this article »
Silver Oak Advisory Group Inc. Boosts Stock Position in Dimensional U.S. Core Equity 2 ETF $DFAC
Silver Oak Advisory Group Inc. increased its holdings in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 16.0% in the 1st quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
Jumia Technologies (NYSE:JMIA) Receives Average Recommendation of “Moderate Buy” from Analysts
Jumia Technologies (NYSE:JMIA – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the five research firms that are currently covering the firm, MarketBeat.com reports. One investment analyst... More of this article »
Brokerages Set Prothena Corporation plc (NASDAQ:PRTA) Price Target at $23.75
Prothena Corporation plc (NASDAQ:PRTA – Get Free Report) has earned an average rating of “Moderate Buy” from the seven ratings firms that are covering the stock, Marketbeat.com reports. One analyst has rated the... More of this article »
Keener Financial Planning LLC Has $13.96 Million Stake in Vanguard FTSE Emerging Markets ETF $VWO
Keener Financial Planning LLC boosted its stake in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 7.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Zealand Pharma A/S (OTCMKTS:ZLDPF) Given Consensus Recommendation of “Hold” by Analysts
Zealand Pharma A/S (OTCMKTS:ZLDPF – Get Free Report) has been given an average recommendation of “Hold” by the nine ratings firms that are covering the company, MarketBeat Ratings reports. Seven equities research... More of this article »Rubicon Technology (NASDAQ:RBCN) Stock Crosses Above 200 Day Moving Average – Time to Sell?
Rubicon Technology, Inc. (NASDAQ:RBCN – Get Free Report) shares passed above its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $3.82 and traded as high as $5.47. Rubicon Technology... More of this article »
Technology Stocks To Research – July 12th
NVIDIA, Micron Technology, Meta Platforms, Sandisk, and Advanced Micro Devices are the five Technology stocks to watch today, according to MarketBeat’s stock screener tool. Technology stocks are shares of companies that develop,... More of this article »
LB Pharmaceuticals Inc (NASDAQ:LBRX) Receives Average Recommendation of “Moderate Buy” from Brokerages
LB Pharmaceuticals Inc (NASDAQ:LBRX – Get Free Report) has been given a consensus recommendation of “Moderate Buy” by the nine brokerages that are presently covering the stock, Marketbeat reports. One analyst has... More of this article »
Simmons First National Corporation (NASDAQ:SFNC) Receives Average Rating of “Moderate Buy” from Brokerages
Shares of Simmons First National Corporation (NASDAQ:SFNC – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the nine brokerages that are presently covering the firm, MarketBeat reports.... More of this article »
Unlimited HFGM Global Macro ETF (NYSEARCA:HFGM) Stock Price Down 0.2% – Should You Sell?
Unlimited HFGM Global Macro ETF (NYSEARCA:HFGM – Get Free Report)’s share price traded down 0.2% during trading on Friday . The company traded as low as $30.57 and last traded at $30.88. 8,639 shares traded hands during... More of this article »
ALS Limited (OTCMKTS:CPBLF) Short Interest Update
ALS Limited (OTCMKTS:CPBLF – Get Free Report) saw a large drop in short interest in June. As of June 30th, there was short interest totaling 6,308 shares, a drop of 93.2% from the June 15th total of 93,312 shares. Based on an... More of this article »
Promising Canadian Stocks To Research – July 11th
Canadian Natural Resources, TC Energy, Canadian National Railway, Celsius, and Canadian Pacific Kansas City are the five Canadian stocks to watch today, according to MarketBeat’s stock screener tool. Canadian stocks are shares... More of this article »
TruBridge Stockholders Approve IKS Merger at Special Meeting
TruBridge (NASDAQ:TBRG) stockholders approved the company’s proposed merger agreement under which TruBridge will become a subsidiary of Inventurus Knowledge Solutions Inc., or IKS, during a virtual special meeting held July 7, 2026. Glenn... More of this article »
Derwent Valley Holdings Plc (OTCMKTS:DWVYF) Short Interest Up 1,730.5% in June
Derwent Valley Holdings Plc (OTCMKTS:DWVYF – Get Free Report) was the target of a significant growth in short interest during the month of June. As of June 30th, there was short interest totaling 268,280 shares, a growth of... More of this article »
ExlService Holdings, Inc. $EXLS Shares Purchased by UNIVEST FINANCIAL Corp
UNIVEST FINANCIAL Corp boosted its stake in shares of ExlService Holdings, Inc. (NASDAQ:EXLS – Free Report) by 27.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Welch & Forbes LLC Sells 2,752 Shares of Lincoln Electric Holdings, Inc. $LECO
Welch & Forbes LLC lowered its position in Lincoln Electric Holdings, Inc. (NASDAQ:LECO – Free Report) by 1.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Y Intercept Hong Kong Ltd Purchases Shares of 21,883 SPDR Portfolio S&P 500 High Dividend ETF $SPYD
Y Intercept Hong Kong Ltd purchased a new position in shares of SPDR Portfolio S&P 500 High Dividend ETF (NYSEARCA:SPYD – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
Y Intercept Hong Kong Ltd Decreases Stake in Dolby Laboratories $DLB
Y Intercept Hong Kong Ltd lessened its holdings in shares of Dolby Laboratories (NYSE:DLB – Free Report) by 35.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Y Intercept Hong Kong Ltd Invests $1.04 Million in Canadian National Railway Company $CNI
Y Intercept Hong Kong Ltd bought a new position in shares of Canadian National Railway Company (NYSE:CNI – Free Report) (TSE:CNR) during the first quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
First Trust Nasdaq Cybersecurity ETF $CIBR Shares Bought by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd raised its stake in First Trust Nasdaq Cybersecurity ETF (NASDAQ:CIBR – Free Report) by 203.6% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 17,154 shares of the... More of this article »
Luminvest Wealth Management LLC Boosts Holdings in Vanguard Short-Term Corporate Bond ETF $VCSH
Luminvest Wealth Management LLC lifted its position in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 9.9% in the first quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Luminvest Wealth Management LLC Makes New Investment in Dimensional US Core Equity Market ETF $DFAU
Luminvest Wealth Management LLC acquired a new stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
United Parcel Service, Inc. $UPS Shares Bought by Lincoln Capital LLC
Lincoln Capital LLC grew its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 992.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Cisco Systems (NASDAQ:CSCO) Stock Rating Lowered by Wall Street Zen
Cisco Systems (NASDAQ:CSCO – Get Free Report) was downgraded by research analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report issued on Sunday. CSCO has been the subject of a... More of this article »
Kura Sushi USA (NASDAQ:KRUS) Raised to “Hold” at Wall Street Zen
Kura Sushi USA (NASDAQ:KRUS – Get Free Report) was upgraded by analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research report issued on Sunday. A number of other brokerages also... More of this article »
International Assets Investment Management LLC Decreases Position in Phillips 66 $PSX
International Assets Investment Management LLC reduced its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 15.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Valmark Advisers Inc. Grows Stock Holdings in Capital Group U.S. Multi-Sector Income ETF $CGMS
Valmark Advisers Inc. grew its stake in Capital Group U.S. Multi-Sector Income ETF (NYSEARCA:CGMS – Free Report) by 135.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
iShares Floating Rate Bond ETF $FLOT Shares Acquired by International Assets Investment Management LLC
International Assets Investment Management LLC lifted its position in shares of iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 63.1% in the 1st quarter, according to the company in its most recent 13F filing with... More of this article »
Valmark Advisers Inc. Has $11.43 Million Stock Position in Fidelity Enhanced Large Cap Growth ETF $FELG
Valmark Advisers Inc. increased its stake in Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG – Free Report) by 44.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 304,993... More of this article »
Pfizer Inc. $PFE Shares Sold by International Assets Investment Management LLC
International Assets Investment Management LLC decreased its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 30.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Robinhood Markets (NASDAQ:HOOD) Upgraded to Sell at Wall Street Zen
Robinhood Markets (NASDAQ:HOOD – Get Free Report) was upgraded by analysts at Wall Street Zen from a “strong sell” rating to a “sell” rating in a note issued to investors on Sunday. A number of other equities... More of this article »
W.A.G payment solutions (LON:WPS) Trading Up 8.4% – Should You Buy?
W.A.G payment solutions plc (LON:WPS – Get Free Report) shares were up 8.4% during trading on Friday . The stock traded as high as GBX 106 and last traded at GBX 106. 335,789 shares traded hands during trading, an increase of... More of this article »
Salzgitter AG (OTCMKTS:SZGPY) Short Interest Update
Salzgitter AG (OTCMKTS:SZGPY – Get Free Report) was the recipient of a large growth in short interest in June. As of June 30th, there was short interest totaling 1,594 shares, a growth of 26,466.7% from the June 15th total of... More of this article »
Towercrest Capital Management Purchases New Holdings in Starbucks Corporation $SBUX
Towercrest Capital Management purchased a new position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) during the first quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Valmark Advisers Inc. Has $5.62 Million Stake in Schwab International Equity ETF $SCHF
Valmark Advisers Inc. lowered its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 45.7% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Valmark Advisers Inc. Raises Stake in Vanguard FTSE Developed Markets ETF $VEA
Valmark Advisers Inc. grew its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 1.8% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Valmark Advisers Inc. Increases Stake in Schwab US Dividend Equity ETF $SCHD
Valmark Advisers Inc. raised its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 1.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
America Movil (NYSE:AMX) Rating Increased to Strong-Buy at Wall Street Zen
America Movil (NYSE:AMX – Get Free Report) was upgraded by equities research analysts at Wall Street Zen from a “buy” rating to a “strong-buy” rating in a research note issued on Sunday. AMX has been the... More of this article »
Valmark Advisers Inc. Purchases 357,681 Shares of Vanguard Short-Term Inflation-Protected Securities ETF $VTIP
Valmark Advisers Inc. increased its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 5.3% in the 1st quarter, according to its most recent disclosure with the Securities... More of this article »
AZZ (NYSE:AZZ) Downgraded to Hold Rating by Wall Street Zen
AZZ (NYSE:AZZ – Get Free Report) was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a report issued on Sunday. Several other brokerages also recently commented on AZZ.... More of this article »
Schwab Short-Term U.S. Treasury ETF $SCHO Stake Boosted by Pittenger & Anderson Inc.
Pittenger & Anderson Inc. lifted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 54.4% during the first quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Rossmore Private Capital Increases Position in Advanced Micro Devices, Inc. $AMD
Rossmore Private Capital increased its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 19.6% in the 1st quarter, HoldingsChannel.com reports. The fund owned 10,192 shares of the semiconductor manufacturer’s... More of this article »
Sana Biotechnology (NASDAQ:SANA) Upgraded to “Hold” at Wall Street Zen
Sana Biotechnology (NASDAQ:SANA – Get Free Report) was upgraded by research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued to investors on Sunday. SANA has... More of this article »
SiTime (NASDAQ:SITM) Upgraded by Wall Street Zen to “Buy” Rating
SiTime (NASDAQ:SITM – Get Free Report) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Sunday. SITM has been the topic of several other... More of this article »
