Home » Author Archive
WCG Wealth Advisors LLC Acquires 29,553 Shares of ConocoPhillips $COP
WCG Wealth Advisors LLC grew its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 124.2% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 53,344 shares of... More of this article »
WCG Wealth Advisors LLC Boosts Position in Sanofi $SNY
WCG Wealth Advisors LLC lifted its stake in shares of Sanofi (NASDAQ:SNY – Free Report) by 132.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 61,255... More of this article »
Westpac Banking Corp Has $142,000 Holdings in Booz Allen Hamilton Holding Corporation $BAH
Westpac Banking Corp decreased its stake in Booz Allen Hamilton Holding Corporation (NYSE:BAH – Free Report) by 90.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
WCG Wealth Advisors LLC Grows Stock Holdings in Simplify Treasury Option Income ETF $BUCK
WCG Wealth Advisors LLC raised its position in shares of Simplify Treasury Option Income ETF (NYSEARCA:BUCK – Free Report) by 62.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The... More of this article »
PVH (NYSE:PVH) Releases Earnings Results, Beats Expectations By $0.21 EPS
PVH (NYSE:PVH – Get Free Report) released its earnings results on Wednesday. The textile maker reported $2.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.80 by $0.21, FiscalAI reports. PVH had... More of this article »
Margaret Ann Elekes Sells 14,000 Shares of Surge Energy (TSE:SGY) Stock
Surge Energy Inc. (TSE:SGY – Get Free Report) insider Margaret Ann Elekes sold 14,000 shares of the business’s stock in a transaction on Wednesday, June 3rd. The stock was sold at an average price of C$10.65, for a total... More of this article »
Mobia Medical (NASDAQ:MOBI) Upgraded by Zacks Research to “Hold” Rating
Zacks Research upgraded shares of Mobia Medical (NASDAQ:MOBI – Free Report) to a hold rating in a research note issued to investors on Wednesday morning,Zacks.com reports. Several other research firms have also recently commented... More of this article »
Columbus McKinnon (NASDAQ:CMCO) Updates FY 2027 Earnings Guidance
Columbus McKinnon (NASDAQ:CMCO – Get Free Report) issued an update on its FY 2027 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 1.700-1.900 for the period, compared to the consensus... More of this article »
Sable Offshore (NYSE:SOC) Lowered to “Strong Sell” Rating by Zacks Research
Zacks Research lowered shares of Sable Offshore (NYSE:SOC – Free Report) from a hold rating to a strong sell rating in a report released on Wednesday,Zacks.com reports. Several other research firms have also issued reports on... More of this article »
Petersen Hastings Wealth Advisors Inc. Takes Position in Vanguard Intermediate-Term Corporate Bond ETF $VCIT
Petersen Hastings Wealth Advisors Inc. bought a new stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Slide Insurance (NASDAQ:SLDE) Insider Sells $44,475.00 in Stock
Slide Insurance Holdings, Inc. (NASDAQ:SLDE – Get Free Report) insider Matthew Paul Larson sold 2,500 shares of the business’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $17.79,... More of this article »
RTX Corporation $RTX Shares Sold by J.W. Cole Advisors Inc.
J.W. Cole Advisors Inc. trimmed its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 8.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
State of Wyoming Buys 4,189 Shares of Autoliv, Inc. $ALV
State of Wyoming increased its stake in Autoliv, Inc. (NYSE:ALV – Free Report) by 154.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor ... More of this article »
Lifestyle Asset Management Inc. Grows Stock Holdings in iShares U.S. Utilities ETF $IDU
Lifestyle Asset Management Inc. raised its position in shares of iShares U.S. Utilities ETF (NYSEARCA:IDU – Free Report) by 96.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Total Wealth Planning & Management Inc. Makes New $494,000 Investment in Copa Holdings, S.A. $CPA
Total Wealth Planning & Management Inc. acquired a new position in shares of Copa Holdings, S.A. (NYSE:CPA – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Total Wealth Planning & Management Inc. Makes New $527,000 Investment in Valero Energy Corporation $VLO
Total Wealth Planning & Management Inc. bought a new position in Valero Energy Corporation (NYSE:VLO – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought... More of this article »
Amir Schlachet Sells 8,333 Shares of Global-e Online (NASDAQ:GLBE) Stock
Global-e Online Ltd. (NASDAQ:GLBE – Get Free Report) CEO Amir Schlachet sold 8,333 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $33.58, for a total value... More of this article »
TD Asset Management Inc Has $138.86 Million Stock Holdings in Chemed Corporation $CHE
TD Asset Management Inc grew its holdings in Chemed Corporation (NYSE:CHE – Free Report) by 7.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
TD Asset Management Inc Buys 692,609 Shares of Welltower Inc. $WELL
TD Asset Management Inc boosted its stake in shares of Welltower Inc. (NYSE:WELL – Free Report) by 289.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Freeport-McMoRan Inc. $FCX Shares Purchased by Prestige Wealth Management Group LLC
Prestige Wealth Management Group LLC boosted its position in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 5,893.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Prestige Wealth Management Group LLC Has $1.61 Million Stock Position in UnitedHealth Group Incorporated $UNH
Prestige Wealth Management Group LLC boosted its stake in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 83.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Arora Ashish Sells 16,366 Shares of Cricut (NASDAQ:CRCT) Stock
Cricut, Inc. (NASDAQ:CRCT – Get Free Report) CEO Arora Ashish sold 16,366 shares of the company’s stock in a transaction on Monday, June 1st. The stock was sold at an average price of $4.30, for a total value of $70,373.80.... More of this article »
Livforsakringsbolaget Skandia Omsesidigt Increases Stock Holdings in Acuity, Inc. $AYI
Livforsakringsbolaget Skandia Omsesidigt boosted its position in shares of Acuity, Inc. (NYSE:AYI – Free Report) by 20.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Neumeier Poma Investment Counsel LLC Has $27.15 Million Holdings in Korn/Ferry International $KFY
Neumeier Poma Investment Counsel LLC grew its stake in Korn/Ferry International (NYSE:KFY – Free Report) by 24.5% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Neumeier Poma Investment Counsel LLC Purchases 152,905 Shares of ICF International, Inc. $ICFI
Neumeier Poma Investment Counsel LLC increased its position in shares of ICF International, Inc. (NASDAQ:ICFI – Free Report) by 46.6% during the fourth quarter, according to its most recent filing with the Securities & Exchange... More of this article »
Agilent Technologies, Inc. $A Holdings Trimmed by Savant Capital LLC
Savant Capital LLC lowered its position in shares of Agilent Technologies, Inc. (NYSE:A – Free Report) by 87.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
AutoZone, Inc. $AZO Shares Bought by CIBC Asset Management Inc
CIBC Asset Management Inc lifted its position in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 67.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,941 shares of the company’s... More of this article »
Amprius Technologies (NYSE:AMPX) Now Covered by Analysts at Clear Str
Stock analysts at Clear Str initiated coverage on shares of Amprius Technologies (NYSE:AMPX – Get Free Report) in a research note issued to investors on Tuesday,Zacks.com reports. The firm set a “strong-buy” rating... More of this article »
White Mountains Insurance Group, Ltd. $WTM Stock Holdings Increased by Regency Capital Management Inc. DE
Regency Capital Management Inc. DE boosted its position in White Mountains Insurance Group, Ltd. (NYSE:WTM – Free Report) by 101.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
State of Wyoming Buys 7,810 Shares of ArcBest Corporation $ARCB
State of Wyoming boosted its stake in shares of ArcBest Corporation (NASDAQ:ARCB – Free Report) by 448.6% in the fourth quarter, Holdings Channel reports. The firm owned 9,551 shares of the transportation company’s stock... More of this article »
Goldman Sachs Group Inc. Buys 363,668 Shares of The Allstate Corporation $ALL
Goldman Sachs Group Inc. lifted its stake in shares of The Allstate Corporation (NYSE:ALL – Free Report) by 21.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 2,045,435... More of this article »
Aflac Incorporated $AFL Shares Sold by Natixis Advisors LLC
Natixis Advisors LLC reduced its stake in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Universal (NYSE:UVV) Cut to “Strong Sell” at Zacks Research
Universal (NYSE:UVV – Get Free Report) was downgraded by research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research report issued to clients and investors on Wednesday,Zacks.com... More of this article »
Cipher Mining (NASDAQ:CIFR) Upgraded at Sanford C. Bernstein
Cipher Mining (NASDAQ:CIFR – Get Free Report) was upgraded by equities research analysts at Sanford C. Bernstein to a “strong-buy” rating in a research report issued on Wednesday,Zacks.com reports. Several other research... More of this article »
6,019 Shares in SPDR Portfolio S&P 500 Growth ETF $SPYG Bought by Intellectus Partners LLC
Intellectus Partners LLC bought a new position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Brokerages Set Getty Realty Corporation (NYSE:GTY) Target Price at $33.60
Getty Realty Corporation (NYSE:GTY – Get Free Report) has received a consensus recommendation of “Moderate Buy” from the six ratings firms that are covering the stock, Marketbeat Ratings reports. Three equities research... More of this article »
Analyzing Fulton Financial (NASDAQ:FULT) and First Commonwealth Financial (NYSE:FCF)
Fulton Financial (NASDAQ:FULT – Get Free Report) and First Commonwealth Financial (NYSE:FCF – Get Free Report) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength... More of this article »
Sivia Capital Partners LLC Acquires 5,955 Shares of BHP Group Limited Sponsored ADR $BHP
Sivia Capital Partners LLC grew its holdings in shares of BHP Group Limited Sponsored ADR (NYSE:BHP – Free Report) by 132.7% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 10,441 shares... More of this article »
TD Asset Management Inc Lowers Holdings in IDEXX Laboratories, Inc. $IDXX
TD Asset Management Inc trimmed its holdings in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 11.9% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 267,850 shares of the company’s... More of this article »
TD Asset Management Inc Raises Holdings in Astrazeneca Plc $AZN
TD Asset Management Inc raised its holdings in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 2.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Greenspring Advisors LLC Invests $661,000 in iShares ESG Aware MSCI USA ETF $ESGU
Greenspring Advisors LLC bought a new stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Berenberg Bank Forecasts Strong Price Appreciation for Anglo American (LON:AAL) Stock
Anglo American (LON:AAL – Get Free Report) had its price target increased by stock analysts at Berenberg Bank from GBX 4,000 to GBX 4,200 in a research report issued on Friday,London Stock Exchange reports. The firm currently... More of this article »
Lindsay Catherine Llewellyn Sells 11,491 Shares of Lyft (NASDAQ:LYFT) Stock
Lyft, Inc. (NASDAQ:LYFT – Get Free Report) insider Lindsay Catherine Llewellyn sold 11,491 shares of the company’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $15.00,... More of this article »
2,642,400 Shares in Solstice Advanced Mat $SOLS Bought by Norges Bank
Norges Bank acquired a new stake in Solstice Advanced Mat (NASDAQ:SOLS – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Convergence Financial LLC Has $6.56 Million Stock Holdings in Capital Group Dividend Value ETF $CGDV
Convergence Financial LLC grew its position in Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 10.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
BBR Partners LLC Acquires 349,502 Shares of Long Pond Real Estate Select ETF $LPRE
BBR Partners LLC grew its holdings in shares of Long Pond Real Estate Select ETF (NYSEARCA:LPRE – Free Report) by 58.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Norges Bank Invests $138.75 Million in Acuity, Inc. $AYI
Norges Bank purchased a new stake in shares of Acuity, Inc. (NYSE:AYI – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 385,365 shares of the... More of this article »
Northwestern Mutual Wealth Management Co. Grows Stock Position in Invesco Semiconductors ETF $PSI
Northwestern Mutual Wealth Management Co. boosted its holdings in Invesco Semiconductors ETF (NYSEARCA:PSI – Free Report) by 12.0% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »