Home » Author Archive

Image for North Star Investment Management Corp. Invests $522,000 in Consensus Cloud Solutions, Inc. $CCSI

North Star Investment Management Corp. Invests $522,000 in Consensus Cloud Solutions, Inc. $CCSI

North Star Investment Management Corp. purchased a new stake in shares of Consensus Cloud Solutions, Inc. (NASDAQ:CCSI – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for FY2027 EPS Estimates for Tesco Cut by Erste Group Bank

FY2027 EPS Estimates for Tesco Cut by Erste Group Bank

Tesco PLC (OTCMKTS:TSCDY – Free Report) – Erste Group Bank cut their FY2027 earnings per share estimates for shares of Tesco in a report issued on Thursday, June 25th. Erste Group Bank analyst H. Engel now forecasts that... More of this article »
Image for Infrastructure Stocks To Watch Today – June 30th

Infrastructure Stocks To Watch Today – June 30th

Marvell Technology, Astera Labs, Vertiv, Cerebras Systems, and Alibaba Group are the five Infrastructure stocks to watch today, according to MarketBeat’s stock screener tool. Infrastructure stocks are shares of companies that... More of this article »
Image for Peregrine Capital Management LLC Reduces Stock Position in Kiniksa Pharmaceuticals International, plc $KNSA

Peregrine Capital Management LLC Reduces Stock Position in Kiniksa Pharmaceuticals International, plc $KNSA

Peregrine Capital Management LLC cut its stake in Kiniksa Pharmaceuticals International, plc (NASDAQ:KNSA – Free Report) by 14.0% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Partners Wealth Management LLC Boosts Stock Position in RH Tactical Rotation ETF $RHRX

Partners Wealth Management LLC Boosts Stock Position in RH Tactical Rotation ETF $RHRX

Partners Wealth Management LLC increased its position in shares of RH Tactical Rotation ETF (NYSEARCA:RHRX – Free Report) by 40.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Novavax, Inc. $NVAX Stock Holdings Lifted by Shah Capital Management

Novavax, Inc. $NVAX Stock Holdings Lifted by Shah Capital Management

Shah Capital Management increased its position in Novavax, Inc. (NASDAQ:NVAX – Free Report) by 2.0% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 14,845,097 shares of the biopharmaceutical... More of this article »
Image for Qualcomm Incorporated $QCOM Shares Bought by IFM Investors Pty Ltd

Qualcomm Incorporated $QCOM Shares Bought by IFM Investors Pty Ltd

IFM Investors Pty Ltd raised its position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) by 3.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for 24,172 Shares in Fidelity Enhanced Small Cap ETF $FESM Bought by Peoples Bank OH

24,172 Shares in Fidelity Enhanced Small Cap ETF $FESM Bought by Peoples Bank OH

Peoples Bank OH bought a new position in shares of Fidelity Enhanced Small Cap ETF (NYSEARCA:FESM – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought... More of this article »
Image for SMART Wealth LLC Purchases 5,121 Shares of iShares S&P 500 Growth ETF $IVW

SMART Wealth LLC Purchases 5,121 Shares of iShares S&P 500 Growth ETF $IVW

SMART Wealth LLC increased its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 95.9% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Perkins Capital Management Inc. Takes $881,000 Position in Safe Pro Group Inc. $SPAI

Perkins Capital Management Inc. Takes $881,000 Position in Safe Pro Group Inc. $SPAI

Perkins Capital Management Inc. bought a new stake in Safe Pro Group Inc. (NASDAQ:SPAI – Free Report) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought... More of this article »
Image for SMART Wealth LLC Lowers Holdings in Palantir Technologies Inc. $PLTR

SMART Wealth LLC Lowers Holdings in Palantir Technologies Inc. $PLTR

SMART Wealth LLC decreased its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 73.4% in the 1st quarter, Holdings Channel.com reports. The fund owned 5,117 shares of the company’s stock... More of this article »
Image for Perkins Capital Management Inc. Cuts Position in AxoGen, Inc. $AXGN

Perkins Capital Management Inc. Cuts Position in AxoGen, Inc. $AXGN

Perkins Capital Management Inc. decreased its holdings in shares of AxoGen, Inc. (NASDAQ:AXGN – Free Report) by 26.1% in the 1st quarter, HoldingsChannel.com reports. The firm owned 168,842 shares of the medical equipment provider’s... More of this article »
Image for Danaos Corporation $DAC Shares Acquired by Shikiar Asset Management Inc.

Danaos Corporation $DAC Shares Acquired by Shikiar Asset Management Inc.

Shikiar Asset Management Inc. lifted its position in Danaos Corporation (NYSE:DAC – Free Report) by 123.2% 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 Dimensional National Municipal Bond ETF $DFNM is Johnson Wealth Management LLC’s 10th Largest Position

Dimensional National Municipal Bond ETF $DFNM is Johnson Wealth Management LLC’s 10th Largest Position

Johnson Wealth Management LLC boosted its holdings in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 24.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for 1,544 Shares in MasTec, Inc. $MTZ Acquired by SMART Wealth LLC

1,544 Shares in MasTec, Inc. $MTZ Acquired by SMART Wealth LLC

SMART Wealth LLC bought a new stake in MasTec, Inc. (NYSE:MTZ – Free Report) during the first quarter, HoldingsChannel reports. The institutional investor bought 1,544 shares of the construction company’s stock, valued... More of this article »
Image for Premier Path Wealth Partners LLC Boosts Stock Holdings in iShares 3-7 Year Treasury Bond ETF $IEI

Premier Path Wealth Partners LLC Boosts Stock Holdings in iShares 3-7 Year Treasury Bond ETF $IEI

Premier Path Wealth Partners LLC raised its holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 13.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for 30,000 Shares in Mayville Engineering Company, Inc. $MEC Bought by North Star Investment Management Corp.

30,000 Shares in Mayville Engineering Company, Inc. $MEC Bought by North Star Investment Management Corp.

North Star Investment Management Corp. bought a new stake in shares of Mayville Engineering Company, Inc. (NYSE:MEC – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Simmons Bank Grows Position in iShares Gold Trust $IAU

Simmons Bank Grows Position in iShares Gold Trust $IAU

Simmons Bank raised its holdings in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 35.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 28,095 shares of the exchange... More of this article »
Image for Simmons Bank Purchases New Holdings in Sandisk Corporation $SNDK

Simmons Bank Purchases New Holdings in Sandisk Corporation $SNDK

Simmons Bank acquired a new position in Sandisk Corporation (NASDAQ:SNDK – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 1,945 shares... More of this article »
Image for Patriot Financial Group Insurance Agency LLC Raises Stock Position in Silicon Motion Technology Corporation $SIMO

Patriot Financial Group Insurance Agency LLC Raises Stock Position in Silicon Motion Technology Corporation $SIMO

Patriot Financial Group Insurance Agency LLC boosted its stake in shares of Silicon Motion Technology Corporation (NASDAQ:SIMO – Free Report) by 119.8% during the 1st quarter, according to its most recent filing with the SEC.... More of this article »
Image for iShares Core S&P U.S. Value ETF $IUSV Stake Lifted by Salus Financial Advisors LLC

iShares Core S&P U.S. Value ETF $IUSV Stake Lifted by Salus Financial Advisors LLC

Salus Financial Advisors LLC grew its stake in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 8.8% during the first quarter, HoldingsChannel reports. The firm owned 225,265 shares of the company’s... More of this article »
Image for 2,363 Shares in Crane $CR Bought by Simmons Bank

2,363 Shares in Crane $CR Bought by Simmons Bank

Simmons Bank purchased a new stake in Crane (NYSE:CR – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund purchased 2,363 shares of... More of this article »
Image for Pictet Asset Management Holding SA Acquires 94,743 Shares of Trimble Inc. $TRMB

Pictet Asset Management Holding SA Acquires 94,743 Shares of Trimble Inc. $TRMB

Pictet Asset Management Holding SA boosted its holdings in shares of Trimble Inc. (NASDAQ:TRMB – Free Report) by 19.4% in the first quarter, according to its most recent filing with the SEC. The firm owned 582,360 shares of... More of this article »
Image for Pictet Asset Management Holding SA Buys 582,523 Shares of Black Hills Corporation $BKH

Pictet Asset Management Holding SA Buys 582,523 Shares of Black Hills Corporation $BKH

Pictet Asset Management Holding SA boosted its stake in shares of Black Hills Corporation (NYSE:BKH – Free Report) by 5,286.1% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Dimensional U.S. Targeted Value ETF $DFAT Stock Holdings Cut by Prism Advisors Inc.

Dimensional U.S. Targeted Value ETF $DFAT Stock Holdings Cut by Prism Advisors Inc.

Prism Advisors Inc. decreased its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 6.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Peregrine Capital Management LLC Sells 1,253 Shares of Dycom Industries, Inc. $DY

Peregrine Capital Management LLC Sells 1,253 Shares of Dycom Industries, Inc. $DY

Peregrine Capital Management LLC reduced its position in shares of Dycom Industries, Inc. (NYSE:DY – Free Report) by 4.2% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Head-To-Head Analysis: Impala Platinum (OTCMKTS:IMPUY) versus Skeena Resources (NYSE:SKE)

Head-To-Head Analysis: Impala Platinum (OTCMKTS:IMPUY) versus Skeena Resources (NYSE:SKE)

Skeena Resources (NYSE:SKE – Get Free Report) and Impala Platinum (OTCMKTS:IMPUY – Get Free Report) are both mid-cap basic materials companies, but which is the better stock? We will compare the two companies based on the... More of this article »
Image for Networth Advisors LLC Sells 812 Shares of Vanguard S&P 500 ETF $VOO

Networth Advisors LLC Sells 812 Shares of Vanguard S&P 500 ETF $VOO

Networth Advisors LLC lowered its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 12.8% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for MQS Management LLC Takes $745,000 Position in Royal Bank Of Canada $RY

MQS Management LLC Takes $745,000 Position in Royal Bank Of Canada $RY

MQS Management LLC purchased a new stake in Royal Bank Of Canada (NYSE:RY – Free Report) (TSE:RY) in the first quarter, HoldingsChannel reports. The fund purchased 4,606 shares of the financial services provider’s stock,... More of this article »
Image for MQS Management LLC Makes New $629,000 Investment in Veralto Corporation $VLTO

MQS Management LLC Makes New $629,000 Investment in Veralto Corporation $VLTO

MQS Management LLC acquired a new position in Veralto Corporation (NYSE:VLTO – Free Report) during the first quarter, HoldingsChannel reports. The firm acquired 7,113 shares of the company’s stock, valued at approximately... More of this article »
Image for Corning Incorporated $GLW Holdings Raised by SMART Wealth LLC

Corning Incorporated $GLW Holdings Raised by SMART Wealth LLC

SMART Wealth LLC increased its stake in Corning Incorporated (NYSE:GLW – Free Report) by 89.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,090... More of this article »
Image for Spinnaker Trust Boosts Stake in iShares iBonds Dec 2031 Term Corporate ETF $IBDW

Spinnaker Trust Boosts Stake in iShares iBonds Dec 2031 Term Corporate ETF $IBDW

Spinnaker Trust increased its holdings in shares of iShares iBonds Dec 2031 Term Corporate ETF (NYSEARCA:IBDW – Free Report) by 122.4% during the first quarter, HoldingsChannel reports. The fund owned 54,863 shares of the company’s... More of this article »
Image for Inspire Investing LLC Buys 82,016 Shares of Green Plains, Inc. $GPRE

Inspire Investing LLC Buys 82,016 Shares of Green Plains, Inc. $GPRE

Inspire Investing LLC increased its stake in shares of Green Plains, Inc. (NASDAQ:GPRE – Free Report) by 170.5% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 130,133... More of this article »
Image for SMART Wealth LLC Sells 84,014 Shares of Sprott Physical Silver Trust $PSLV

SMART Wealth LLC Sells 84,014 Shares of Sprott Physical Silver Trust $PSLV

SMART Wealth LLC lowered its position in shares of Sprott Physical Silver Trust (NYSEARCA:PSLV – Free Report) by 37.5% in the first quarter, Holdings Channel reports. The firm owned 139,768 shares of the exchange traded fund’s... More of this article »
Image for bioMerieux (OTCMKTS:BMXMF) versus Omada Health (NASDAQ:OMDA) Financial Analysis

bioMerieux (OTCMKTS:BMXMF) versus Omada Health (NASDAQ:OMDA) Financial Analysis

bioMerieux (OTCMKTS:BMXMF – Get Free Report) and Omada Health (NASDAQ:OMDA – Get Free Report) are both medical companies, but which is the superior investment? We will contrast the two companies based on the strength of... More of this article »
Image for 12,130 Shares in The Estee Lauder Companies Inc. $EL Purchased by Capricorn Fund Managers Ltd

12,130 Shares in The Estee Lauder Companies Inc. $EL Purchased by Capricorn Fund Managers Ltd

Capricorn Fund Managers Ltd bought a new stake in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Schwab U.S. Large-Cap Growth ETF $SCHG Shares Acquired by Columbia Advisory Partners LLC

Schwab U.S. Large-Cap Growth ETF $SCHG Shares Acquired by Columbia Advisory Partners LLC

Columbia Advisory Partners LLC lifted its holdings in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG – Free Report) by 88.3% during the first quarter, Holdings Channel.com reports. The fund owned 32,639 shares of... More of this article »
Image for OP Asset Management Ltd Takes Position in The RealReal, Inc. $REAL

OP Asset Management Ltd Takes Position in The RealReal, Inc. $REAL

OP Asset Management Ltd acquired a new stake in The RealReal, Inc. (NASDAQ:REAL – Free Report) in the first quarter, HoldingsChannel.com reports. The institutional investor acquired 57,076 shares of the company’s stock,... More of this article »
Image for Melco Resorts & Entertainment Limited $MLCO Shares Acquired by SG Americas Securities LLC

Melco Resorts & Entertainment Limited $MLCO Shares Acquired by SG Americas Securities LLC

SG Americas Securities LLC increased its position in shares of Melco Resorts & Entertainment Limited (NASDAQ:MLCO – Free Report) by 190.9% during the 1st quarter, Holdings Channel.com reports. The fund owned 461,100 shares... More of this article »
Image for Kimball Electronics, Inc. $KE Shares Acquired by Inspire Investing LLC

Kimball Electronics, Inc. $KE Shares Acquired by Inspire Investing LLC

Inspire Investing LLC increased its holdings in shares of Kimball Electronics, Inc. (NASDAQ:KE – Free Report) by 459.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »