Home » Author Archive

Image for Duke Energy Co. (NYSE:DUK) Shares Sold by SageGuard Financial Group LLC

Duke Energy Co. (NYSE:DUK) Shares Sold by SageGuard Financial Group LLC

SageGuard Financial Group LLC decreased its position in Duke Energy Co. (NYSE:DUK) by 25.6% in the 1st quarter, HoldingsChannel reports. The fund owned 122,657 shares of the utilities provider’s stock after selling 42,181 shares... More of this article »
Image for Cim Investment Mangement Inc. Makes New $1.16 Million Investment in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW)

Cim Investment Mangement Inc. Makes New $1.16 Million Investment in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW)

Cim Investment Mangement Inc. acquired a new stake in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) during the first quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 12,201 shares of... More of this article »
Image for La-Z-Boy Incorporated (NYSE:LZB) Shares Sold by Hillcrest Asset Management LLC

La-Z-Boy Incorporated (NYSE:LZB) Shares Sold by Hillcrest Asset Management LLC

Hillcrest Asset Management LLC decreased its position in La-Z-Boy Incorporated (NYSE:LZB) by 0.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Ridgecrest Wealth Partners LLC Makes New $1.48 Million Investment in Merck & Co., Inc. (NYSE:MRK)

Ridgecrest Wealth Partners LLC Makes New $1.48 Million Investment in Merck & Co., Inc. (NYSE:MRK)

Ridgecrest Wealth Partners LLC purchased a new position in shares of Merck & Co., Inc. (NYSE:MRK) during the 1st quarter, Holdings Channel.com reports. The fund purchased 19,138 shares of the company’s stock, valued at... More of this article »
Image for Hillcrest Asset Management LLC Sells 730 Shares of Integer Holdings Co. (NYSE:ITGR)

Hillcrest Asset Management LLC Sells 730 Shares of Integer Holdings Co. (NYSE:ITGR)

Hillcrest Asset Management LLC lessened its position in Integer Holdings Co. (NYSE:ITGR) by 0.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for TAL Education Group (NYSE:TAL) Shares Gap Down to $6.00

TAL Education Group (NYSE:TAL) Shares Gap Down to $6.00

TAL Education Group (NYSE:TAL)’s stock price gapped down before the market opened on Monday . The stock had previously closed at $6.00, but opened at $4.68. TAL Education Group shares last traded at $4.74, with a volume of 1,618,534... More of this article »
Image for Fabrinet (NYSE:FN) Stock Holdings Decreased by Hillcrest Asset Management LLC

Fabrinet (NYSE:FN) Stock Holdings Decreased by Hillcrest Asset Management LLC

Hillcrest Asset Management LLC lowered its position in shares of Fabrinet (NYSE:FN) by 0.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 181,581... More of this article »
Image for TAL Education Group (NYSE:TAL) Shares Gap Down to $6.00

TAL Education Group (NYSE:TAL) Shares Gap Down to $6.00

TAL Education Group (NYSE:TAL)’s stock price gapped down before the market opened on Monday . The stock had previously closed at $6.00, but opened at $4.68. TAL Education Group shares last traded at $4.74, with a volume of 1,618,534... More of this article »
Image for Digital Brands Group (NASDAQ:DBGI) versus Citi Trends (NASDAQ:CTRN) Financial Survey

Digital Brands Group (NASDAQ:DBGI) versus Citi Trends (NASDAQ:CTRN) Financial Survey

Digital Brands Group (NASDAQ:DBGI) and Citi Trends (NASDAQ:CTRN) are both small-cap retail/wholesale companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, dividends,... More of this article »
Image for Arvinas (NASDAQ:ARVN) Hits New 1-Year High After Analyst Upgrade

Arvinas (NASDAQ:ARVN) Hits New 1-Year High After Analyst Upgrade

Shares of Arvinas, Inc. (NASDAQ:ARVN) hit a new 52-week high during mid-day trading on Monday after BMO Capital Markets raised their price target on the stock from $101.00 to $111.00. BMO Capital Markets currently has an outperform... More of this article »
Image for Blackstone Group Inc. Sells 350,000 Shares of Jamf Holding Corp. (BATS:JAMF)

Blackstone Group Inc. Sells 350,000 Shares of Jamf Holding Corp. (BATS:JAMF)

Blackstone Group Inc. decreased its holdings in shares of Jamf Holding Corp. (BATS:JAMF) by 41.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 500,000... More of this article »
Image for SkyView Investment Advisors LLC Has $3.29 Million Stock Holdings in SPDR Gold Shares (NYSEARCA:GLD)

SkyView Investment Advisors LLC Has $3.29 Million Stock Holdings in SPDR Gold Shares (NYSEARCA:GLD)

SkyView Investment Advisors LLC increased its position in shares of SPDR Gold Shares (NYSEARCA:GLD) by 4.9% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for SkyView Investment Advisors LLC Acquires 2,985 Shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM)

SkyView Investment Advisors LLC Acquires 2,985 Shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM)

SkyView Investment Advisors LLC raised its holdings in Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM) by 4.0% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for SkyView Investment Advisors LLC Increases Stake in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

SkyView Investment Advisors LLC Increases Stake in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

SkyView Investment Advisors LLC increased its position in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC) by 4.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for 4NEW Price Reaches $0.0008 on Top Exchanges (KWATT)

4NEW Price Reaches $0.0008 on Top Exchanges (KWATT)

4NEW (CURRENCY:KWATT) traded up 9.8% against the US dollar during the twenty-four hour period ending at 11:00 AM ET on July 26th. In the last week, 4NEW has traded up 5.9% against the US dollar. One 4NEW coin can currently be purchased... More of this article »
Image for Credit Suisse Group Boosts American Express (NYSE:AXP) Price Target to $150.00

Credit Suisse Group Boosts American Express (NYSE:AXP) Price Target to $150.00

American Express (NYSE:AXP) had its target price hoisted by equities research analysts at Credit Suisse Group from $135.00 to $150.00 in a research report issued on Monday, The Fly reports. The brokerage presently has an “underperform”... More of this article »
Image for EOSDT Price Down 2.1% This Week (EOSDT)

EOSDT Price Down 2.1% This Week (EOSDT)

EOSDT (CURRENCY:EOSDT) traded up 5.5% against the dollar during the twenty-four hour period ending at 10:00 AM ET on July 26th. In the last week, EOSDT has traded 2.1% lower against the dollar. EOSDT has a market capitalization of... More of this article »
Image for Vanguard Communication Services ETF (NYSEARCA:VOX) Shares Purchased by SageGuard Financial Group LLC

Vanguard Communication Services ETF (NYSEARCA:VOX) Shares Purchased by SageGuard Financial Group LLC

SageGuard Financial Group LLC increased its holdings in shares of Vanguard Communication Services ETF (NYSEARCA:VOX) by 7.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for SageGuard Financial Group LLC Increases Stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

SageGuard Financial Group LLC Increases Stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

SageGuard Financial Group LLC lifted its stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) by 4.9% in the 1st quarter, HoldingsChannel.com reports. The firm owned 5,062 shares of the exchange traded fund’s stock after... More of this article »
Image for Zacks: Brokerages Anticipate Capri Holdings Limited (NYSE:CPRI) Will Post Quarterly Sales of $1.12 Billion

Zacks: Brokerages Anticipate Capri Holdings Limited (NYSE:CPRI) Will Post Quarterly Sales of $1.12 Billion

Equities research analysts expect that Capri Holdings Limited (NYSE:CPRI) will announce sales of $1.12 billion for the current fiscal quarter, according to Zacks. Five analysts have provided estimates for Capri’s earnings, with... More of this article »
Image for Zacks: Analysts Anticipate Bandwidth Inc. (NASDAQ:BAND) Will Post Quarterly Sales of $116.51 Million

Zacks: Analysts Anticipate Bandwidth Inc. (NASDAQ:BAND) Will Post Quarterly Sales of $116.51 Million

Wall Street brokerages forecast that Bandwidth Inc. (NASDAQ:BAND) will post sales of $116.51 million for the current quarter, according to Zacks Investment Research. Four analysts have made estimates for Bandwidth’s earnings,... More of this article »
Image for Chindata Group (NASDAQ:CD) Sets New 52-Week Low at $11.86

Chindata Group (NASDAQ:CD) Sets New 52-Week Low at $11.86

Chindata Group Holdings Limited (NASDAQ:CD)’s share price hit a new 52-week low during trading on Monday . The company traded as low as $11.86 and last traded at $12.04, with a volume of 7668 shares changing hands. The stock... More of this article »
Image for Paces Ferry Wealth Advisors LLC Grows Position in DocuSign, Inc. (NASDAQ:DOCU)

Paces Ferry Wealth Advisors LLC Grows Position in DocuSign, Inc. (NASDAQ:DOCU)

Paces Ferry Wealth Advisors LLC raised its holdings in DocuSign, Inc. (NASDAQ:DOCU) by 42.6% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for TRU Independence Asset Management 2 LLC Sells 727 Shares of AstraZeneca PLC (NASDAQ:AZN)

TRU Independence Asset Management 2 LLC Sells 727 Shares of AstraZeneca PLC (NASDAQ:AZN)

TRU Independence Asset Management 2 LLC reduced its holdings in AstraZeneca PLC (NASDAQ:AZN) by 10.2% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for TownSquare Capital LLC Has $3.27 Million Stake in Realty Income Co. (NYSE:O)

TownSquare Capital LLC Has $3.27 Million Stake in Realty Income Co. (NYSE:O)

TownSquare Capital LLC boosted its holdings in shares of Realty Income Co. (NYSE:O) by 36.8% in the first quarter, HoldingsChannel reports. The firm owned 51,528 shares of the real estate investment trust’s stock after acquiring... More of this article »
Image for BlackRock, Inc. (NYSE:BLK) Shares Acquired by TRU Independence Asset Management 2 LLC

BlackRock, Inc. (NYSE:BLK) Shares Acquired by TRU Independence Asset Management 2 LLC

TRU Independence Asset Management 2 LLC increased its position in BlackRock, Inc. (NYSE:BLK) by 4.4% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 919 shares of the asset... More of this article »
Image for TownSquare Capital LLC Has $3.54 Million Position in The PNC Financial Services Group, Inc. (NYSE:PNC)

TownSquare Capital LLC Has $3.54 Million Position in The PNC Financial Services Group, Inc. (NYSE:PNC)

TownSquare Capital LLC cut its position in shares of The PNC Financial Services Group, Inc. (NYSE:PNC) by 2.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Gladstone Institutional Advisory LLC Cuts Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Gladstone Institutional Advisory LLC Cuts Stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Gladstone Institutional Advisory LLC decreased its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 0.9% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund... More of this article »
Image for Automatic Data Processing, Inc. (NASDAQ:ADP) Shares Acquired by Baker Tilly Wealth Management LLC

Automatic Data Processing, Inc. (NASDAQ:ADP) Shares Acquired by Baker Tilly Wealth Management LLC

Baker Tilly Wealth Management LLC lifted its position in shares of Automatic Data Processing, Inc. (NASDAQ:ADP) by 79.8% during the first quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Royal Gold, Inc. (NASDAQ:RGLD) Shares Purchased by Baker Tilly Wealth Management LLC

Royal Gold, Inc. (NASDAQ:RGLD) Shares Purchased by Baker Tilly Wealth Management LLC

Baker Tilly Wealth Management LLC boosted its stake in shares of Royal Gold, Inc. (NASDAQ:RGLD) (TSE:RGL) by 8.0% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for One Wealth Advisors LLC Sells 380 Shares of International Paper (NYSE:IP)

One Wealth Advisors LLC Sells 380 Shares of International Paper (NYSE:IP)

One Wealth Advisors LLC lowered its holdings in International Paper (NYSE:IP) by 7.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,484 shares of the basic... More of this article »
Image for Baker Tilly Wealth Management LLC Has $1.40 Million Stake in Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI)

Baker Tilly Wealth Management LLC Has $1.40 Million Stake in Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI)

Baker Tilly Wealth Management LLC lifted its position in Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI) by 23.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Diametric Capital LP Decreases Holdings in Viad Corp (NYSE:VVI)

Diametric Capital LP Decreases Holdings in Viad Corp (NYSE:VVI)

Diametric Capital LP trimmed its position in shares of Viad Corp (NYSE:VVI) by 64.4% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Virtu Financial LLC Boosts Stock Holdings in Luminar Technologies, Inc. (NASDAQ:LAZR)

Virtu Financial LLC Boosts Stock Holdings in Luminar Technologies, Inc. (NASDAQ:LAZR)

Virtu Financial LLC grew its position in shares of Luminar Technologies, Inc. (NASDAQ:LAZR) by 569.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for 126,461 Shares in Fintech Acquisition Corp. V (OTCMKTS:FTCVU) Purchased by Virtu Financial LLC

126,461 Shares in Fintech Acquisition Corp. V (OTCMKTS:FTCVU) Purchased by Virtu Financial LLC

Virtu Financial LLC bought a new position in shares of Fintech Acquisition Corp. V (OTCMKTS:FTCVU) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Factorial Partners LLC Has $70,000 Stake in AutoZone, Inc. (NYSE:AZO)

Factorial Partners LLC Has $70,000 Stake in AutoZone, Inc. (NYSE:AZO)

Factorial Partners LLC increased its holdings in AutoZone, Inc. (NYSE:AZO) by 140,330.0% in the first 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 RSA Insurance Group plc (OTCMKTS:RSNAY) Given Average Recommendation of “Buy” by Brokerages

RSA Insurance Group plc (OTCMKTS:RSNAY) Given Average Recommendation of “Buy” by Brokerages

RSA Insurance Group plc (OTCMKTS:RSNAY) has been assigned a consensus recommendation of “Buy” from the ten brokerages that are presently covering the stock, Marketbeat.com reports. Five analysts have rated the stock with... More of this article »
Image for Financial Contrast: 1511419 Ontario (OTCMKTS:CSFSF) and FinVolution Group (NYSE:FINV)

Financial Contrast: 1511419 Ontario (OTCMKTS:CSFSF) and FinVolution Group (NYSE:FINV)

1511419 Ontario (OTCMKTS:CSFSF) and FinVolution Group (NYSE:FINV) are both finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, earnings, valuation, institutional... More of this article »
Image for yearn.finance (YFI) Price Reaches $31,682.57 on Major Exchanges

yearn.finance (YFI) Price Reaches $31,682.57 on Major Exchanges

yearn.finance (CURRENCY:YFI) traded 10% higher against the US dollar during the 24 hour period ending at 9:00 AM Eastern on July 26th. yearn.finance has a total market cap of $1.16 billion and approximately $231.31 million worth of... More of this article »
Image for 92,830 Shares in Home Point Capital Inc. (NASDAQ:HMPT) Purchased by Gillson Capital LP

92,830 Shares in Home Point Capital Inc. (NASDAQ:HMPT) Purchased by Gillson Capital LP

Gillson Capital LP purchased a new position in shares of Home Point Capital Inc. (NASDAQ:HMPT) during the 1st quarter, HoldingsChannel reports. The institutional investor purchased 92,830 shares of the company’s stock, valued... More of this article »