Home » Author Archive

Image for Virtual Reality Stocks To Add to Your Watchlist – June 8th

Virtual Reality Stocks To Add to Your Watchlist – June 8th

Meta Platforms, The Glimpse Group, zSpace, and DIH Holding US are the five Virtual Reality stocks to watch today, according to MarketBeat’s stock screener tool. “Virtual reality stocks” are shares of publicly traded companies... More of this article »
Image for Zepp Health Q1 Earnings Call Highlights

Zepp Health Q1 Earnings Call Highlights

Zepp Health (NYSE:ZEPP) reported a stronger start to 2026, with management pointing to new Amazfit product launches, a higher-end product mix and expanding positioning in hybrid training as the main drivers of first-quarter growth. On... More of this article »
Image for Fox Run Management L.L.C. Buys Shares of 76,815 Liberty Energy Inc. $LBRT

Fox Run Management L.L.C. Buys Shares of 76,815 Liberty Energy Inc. $LBRT

Fox Run Management L.L.C. bought a new stake in shares of Liberty Energy Inc. (NYSE:LBRT – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 76,815... More of this article »
Image for Jones Lang LaSalle (NYSE:JLL) and Sino Land (OTCMKTS:SNLAY) Head to Head Analysis

Jones Lang LaSalle (NYSE:JLL) and Sino Land (OTCMKTS:SNLAY) Head to Head Analysis

Jones Lang LaSalle (NYSE:JLL – Get Free Report) and Sino Land (OTCMKTS:SNLAY – Get Free Report) are both large-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength... More of this article »
Image for Waddell & Associates LLC Grows Stake in FedEx Corporation $FDX

Waddell & Associates LLC Grows Stake in FedEx Corporation $FDX

Waddell & Associates LLC increased its holdings in shares of FedEx Corporation (NYSE:FDX – Free Report) by 164.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 1,188,140 shares... More of this article »
Image for Fiera Capital Corp Acquires 180,839 Shares of Avient Corporation $AVNT

Fiera Capital Corp Acquires 180,839 Shares of Avient Corporation $AVNT

Fiera Capital Corp boosted its holdings in Avient Corporation (NYSE:AVNT – Free Report) by 30.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Gaddis Premier Wealth Advisors LLC Invests $5.91 Million in First Trust TCW Unconstrained Plus Bond ETF $UCON

Gaddis Premier Wealth Advisors LLC Invests $5.91 Million in First Trust TCW Unconstrained Plus Bond ETF $UCON

Gaddis Premier Wealth Advisors LLC acquired a new stake in First Trust TCW Unconstrained Plus Bond ETF (NYSEARCA:UCON – Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired... More of this article »
Image for Marks Group Wealth Management Inc Sells 3,788 Shares of Union Pacific Corporation $UNP

Marks Group Wealth Management Inc Sells 3,788 Shares of Union Pacific Corporation $UNP

Marks Group Wealth Management Inc lessened its holdings in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 10.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for WINTON GROUP Ltd Acquires New Position in Oklo Inc. $OKLO

WINTON GROUP Ltd Acquires New Position in Oklo Inc. $OKLO

WINTON GROUP Ltd acquired a new stake in Oklo Inc. (NYSE:OKLO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 19,000 shares of the... More of this article »
Image for Contrasting BTC Development (BDCI) and Its Rivals

Contrasting BTC Development (BDCI) and Its Rivals

BTC Development (NASDAQ:BDCI – Get Free Report) is one of 321 public companies in the “Investment Offices” industry, but how does it contrast to its competitors? We will compare BTC Development to related businesses... More of this article »
Image for FirstEnergy Corporation $FE Shares Purchased by Vise Technologies Inc.

FirstEnergy Corporation $FE Shares Purchased by Vise Technologies Inc.

Vise Technologies Inc. increased its position in FirstEnergy Corporation (NYSE:FE – Free Report) by 79.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Swan Global Investments LLC Has $13.45 Million Stock Holdings in Pacer Swan SOS Flex (April) ETF $PSFM

Swan Global Investments LLC Has $13.45 Million Stock Holdings in Pacer Swan SOS Flex (April) ETF $PSFM

Swan Global Investments LLC cut its stake in Pacer Swan SOS Flex (April) ETF (BATS:PSFM – Free Report) by 5.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Fox Run Management L.L.C. Invests $1.86 Million in HP Inc. $HPQ

Fox Run Management L.L.C. Invests $1.86 Million in HP Inc. $HPQ

Fox Run Management L.L.C. purchased a new position in shares of HP Inc. (NYSE:HPQ – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Geode Capital Management LLC Sells 38,952 Shares of Envista Holdings Corporation $NVST

Geode Capital Management LLC Sells 38,952 Shares of Envista Holdings Corporation $NVST

Geode Capital Management LLC lessened its stake in Envista Holdings Corporation (NYSE:NVST – Free Report) by 1.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Sterling Investment Advisors Ltd. Reduces Holdings in Alphabet Inc. $GOOGL

Sterling Investment Advisors Ltd. Reduces Holdings in Alphabet Inc. $GOOGL

Sterling Investment Advisors Ltd. lowered its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Havemeyer Place LP Makes New $870,000 Investment in Devon Energy Corporation $DVN

Havemeyer Place LP Makes New $870,000 Investment in Devon Energy Corporation $DVN

Havemeyer Place LP acquired a new position in shares of Devon Energy Corporation (NYSE:DVN – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Havemeyer Place LP Invests $744,000 in Toast, Inc. $TOST

Havemeyer Place LP Invests $744,000 in Toast, Inc. $TOST

Havemeyer Place LP bought a new position in shares of Toast, Inc. (NYSE:TOST – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought... More of this article »
Image for TIAA Trust National Association Sells 18,380 Shares of iShares California Muni Bond ETF $CMF

TIAA Trust National Association Sells 18,380 Shares of iShares California Muni Bond ETF $CMF

TIAA Trust National Association cut its stake in iShares California Muni Bond ETF (NYSEARCA:CMF – Free Report) by 2.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Invesco QQQ $QQQ Shares Purchased by O Shaughnessy Asset Management LLC

Invesco QQQ $QQQ Shares Purchased by O Shaughnessy Asset Management LLC

O Shaughnessy Asset Management LLC lifted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 8.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for O Shaughnessy Asset Management LLC Grows Stock Position in CBRE Group, Inc. $CBRE

O Shaughnessy Asset Management LLC Grows Stock Position in CBRE Group, Inc. $CBRE

O Shaughnessy Asset Management LLC boosted its stake in shares of CBRE Group, Inc. (NYSE:CBRE – Free Report) by 4.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Franklin Resources Inc. Has $640.59 Million Holdings in Axon Enterprise, Inc $AXON

Franklin Resources Inc. Has $640.59 Million Holdings in Axon Enterprise, Inc $AXON

Franklin Resources Inc. lessened its stake in shares of Axon Enterprise, Inc (NASDAQ:AXON – Free Report) by 86.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Marks Group Wealth Management Inc Trims Holdings in RB Global, Inc. $RBA

Marks Group Wealth Management Inc Trims Holdings in RB Global, Inc. $RBA

Marks Group Wealth Management Inc cut its holdings in RB Global, Inc. (NYSE:RBA – Free Report) (TSE:RBA) by 9.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Vanguard Real Estate ETF $VNQ Shares Sold by Oak Wealth Advisors LLC

Vanguard Real Estate ETF $VNQ Shares Sold by Oak Wealth Advisors LLC

Oak Wealth Advisors LLC cut its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 60.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Howard Bailey Securities LLC Invests $1.04 Million in Innovator Equity Defined Protection ETF – 1 Yr Nov $ZNOV

Howard Bailey Securities LLC Invests $1.04 Million in Innovator Equity Defined Protection ETF – 1 Yr Nov $ZNOV

Howard Bailey Securities LLC bought a new position in Innovator Equity Defined Protection ETF – 1 Yr Nov (BATS:ZNOV – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Cookson Peirce & Co. Inc. Takes Position in Monster Beverage Corporation $MNST

Cookson Peirce & Co. Inc. Takes Position in Monster Beverage Corporation $MNST

Cookson Peirce & Co. Inc. purchased a new stake in Monster Beverage Corporation (NASDAQ:MNST – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm purchased 8,292 shares of the company’s... More of this article »
Image for Broadcom Inc. $AVGO Shares Sold by Randolph Co Inc

Broadcom Inc. $AVGO Shares Sold by Randolph Co Inc

Randolph Co Inc trimmed its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 18.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Focus Partners Advisor Solutions LLC Buys 17,728 Shares of Dimensional Emerging Core Equity Market ETF $DFAE

Focus Partners Advisor Solutions LLC Buys 17,728 Shares of Dimensional Emerging Core Equity Market ETF $DFAE

Focus Partners Advisor Solutions LLC raised its stake in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Free Report) by 1.7% during the 4th quarter, according to the company in its most recent 13F filing with the... More of this article »
Image for Marks Group Wealth Management Inc Sells 2,930 Shares of Curtiss-Wright Corporation $CW

Marks Group Wealth Management Inc Sells 2,930 Shares of Curtiss-Wright Corporation $CW

Marks Group Wealth Management Inc decreased its position in Curtiss-Wright Corporation (NYSE:CW – Free Report) by 13.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Image for 73,800 Shares in The Scotts Miracle-Gro Company $SMG Purchased by ING Groep NV

73,800 Shares in The Scotts Miracle-Gro Company $SMG Purchased by ING Groep NV

ING Groep NV acquired a new position in shares of The Scotts Miracle-Gro Company (NYSE:SMG – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired... More of this article »
Image for Vanguard Large-Cap ETF $VV Shares Sold by TIAA Trust National Association

Vanguard Large-Cap ETF $VV Shares Sold by TIAA Trust National Association

TIAA Trust National Association lowered its position in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 47.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for EVgo (NASDAQ:EVGO) vs. Wabash National (NYSE:WNC) Critical Analysis

EVgo (NASDAQ:EVGO) vs. Wabash National (NYSE:WNC) Critical Analysis

EVgo (NASDAQ:EVGO – Get Free Report) and Wabash National (NYSE:WNC – Get Free Report) are both small-cap auto/tires/trucks companies, but which is the better business? We will compare the two businesses based on the strength... More of this article »
Image for ING Groep NV Has $4.94 Million Stake in The Kroger Co. $KR

ING Groep NV Has $4.94 Million Stake in The Kroger Co. $KR

ING Groep NV grew its holdings in The Kroger Co. (NYSE:KR – Free Report) by 166.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Celanese Corporation $CE Stock Position Decreased by ING Groep NV

Celanese Corporation $CE Stock Position Decreased by ING Groep NV

ING Groep NV trimmed its holdings in shares of Celanese Corporation (NYSE:CE – Free Report) by 62.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Image for ING Groep NV Sells 5,025 Shares of Rockwell Automation, Inc. $ROK

ING Groep NV Sells 5,025 Shares of Rockwell Automation, Inc. $ROK

ING Groep NV lowered its stake in Rockwell Automation, Inc. (NYSE:ROK – Free Report) by 34.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Novavax, Inc. (NASDAQ:NVAX) Receives $12.13 Average Target Price from Analysts

Novavax, Inc. (NASDAQ:NVAX) Receives $12.13 Average Target Price from Analysts

Novavax, Inc. (NASDAQ:NVAX – Get Free Report) has been assigned a consensus rating of “Hold” from the ten brokerages that are presently covering the stock, MarketBeat Ratings reports. Four investment analysts have... More of this article »
Image for Vanguard Value ETF $VTV is TIAA Trust National Association’s 6th Largest Position

Vanguard Value ETF $VTV is TIAA Trust National Association’s 6th Largest Position

TIAA Trust National Association grew its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 9.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Fox Run Management L.L.C. Grows Holdings in Capri Holdings Limited $CPRI

Fox Run Management L.L.C. Grows Holdings in Capri Holdings Limited $CPRI

Fox Run Management L.L.C. increased its position in Capri Holdings Limited (NYSE:CPRI – Free Report) by 567.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for James Fisher and Sons (LON:FSJ) Insider Sells £55,738.30 in Stock

James Fisher and Sons (LON:FSJ) Insider Sells £55,738.30 in Stock

James Fisher and Sons plc (LON:FSJ – Get Free Report) insider Jean Vernet sold 11,170 shares of the business’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of GBX 499, for a total... More of this article »
Image for Mastercard Incorporated $MA Shares Purchased by Focus Partners Advisor Solutions LLC

Mastercard Incorporated $MA Shares Purchased by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC boosted its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 68.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Havemeyer Place LP Takes Position in NiSource, Inc $NI

Havemeyer Place LP Takes Position in NiSource, Inc $NI

Havemeyer Place LP purchased a new stake in shares of NiSource, Inc (NYSE:NI – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 14,606... More of this article »
Image for Franklin Resources Inc. Has $712.09 Million Stake in Amgen Inc. $AMGN

Franklin Resources Inc. Has $712.09 Million Stake in Amgen Inc. $AMGN

Franklin Resources Inc. reduced its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 17.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,175,586... More of this article »
Image for O’Reilly Automotive, Inc. $ORLY Shares Sold by O Shaughnessy Asset Management LLC

O’Reilly Automotive, Inc. $ORLY Shares Sold by O Shaughnessy Asset Management LLC

O Shaughnessy Asset Management LLC lowered its position in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 2.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Franklin Resources Inc. Has $621.35 Million Holdings in Salesforce Inc. $CRM

Franklin Resources Inc. Has $621.35 Million Holdings in Salesforce Inc. $CRM

Franklin Resources Inc. decreased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 27.0% 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 Franklin Resources Inc. Acquires 60,967 Shares of HCA Healthcare, Inc. $HCA

Franklin Resources Inc. Acquires 60,967 Shares of HCA Healthcare, Inc. $HCA

Franklin Resources Inc. increased its holdings in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 5.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Autodesk, Inc. $ADSK Shares Sold by Franklin Resources Inc.

Autodesk, Inc. $ADSK Shares Sold by Franklin Resources Inc.

Franklin Resources Inc. lessened its position in Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 18.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,695,683 shares of the software company’s... More of this article »
Image for Broadridge Financial Solutions, Inc. $BR Shares Sold by Daiwa Securities Group Inc.

Broadridge Financial Solutions, Inc. $BR Shares Sold by Daiwa Securities Group Inc.

Daiwa Securities Group Inc. lessened its holdings in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 12.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 24,050 shares of the business services... More of this article »
Image for Intech Investment Management LLC Lowers Holdings in Gentex Corporation $GNTX

Intech Investment Management LLC Lowers Holdings in Gentex Corporation $GNTX

Intech Investment Management LLC decreased its holdings in Gentex Corporation (NASDAQ:GNTX – Free Report) by 60.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Tactile Systems Technology, Inc. (NASDAQ:TCMD) Given Average Recommendation of “Moderate Buy” by Brokerages

Tactile Systems Technology, Inc. (NASDAQ:TCMD) Given Average Recommendation of “Moderate Buy” by Brokerages

Tactile Systems Technology, Inc. (NASDAQ:TCMD – Get Free Report) has earned an average rating of “Moderate Buy” from the seven ratings firms that are currently covering the company, MarketBeat Ratings reports. Two... More of this article »
Image for Flowco Holdings Inc. (NYSE:FLOC) Receives Average Recommendation of “Moderate Buy” from Brokerages

Flowco Holdings Inc. (NYSE:FLOC) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of Flowco Holdings Inc. (NYSE:FLOC – Get Free Report) have been given an average rating of “Moderate Buy” by the seven analysts that are covering the firm, Marketbeat Ratings reports. Three analysts have rated... More of this article »
Image for Savant Capital LLC Sells 19,747 Shares of First Hawaiian, Inc. $FHB

Savant Capital LLC Sells 19,747 Shares of First Hawaiian, Inc. $FHB

Savant Capital LLC decreased its holdings in shares of First Hawaiian, Inc. (NASDAQ:FHB – Free Report) by 71.2% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 7,993... More of this article »