Home » Author Archive

Image for Coastline Complete Wealth LLC Makes New Investment in Vanguard Small-Cap ETF $VB

Coastline Complete Wealth LLC Makes New Investment in Vanguard Small-Cap ETF $VB

Coastline Complete Wealth LLC acquired a new stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired... More of this article »
Image for Birchwood Financial Partners Inc. Takes $3.83 Million Position in Vanguard S&P 500 ETF $VOO

Birchwood Financial Partners Inc. Takes $3.83 Million Position in Vanguard S&P 500 ETF $VOO

Birchwood Financial Partners Inc. acquired a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) 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 MV Capital Management Inc. Purchases New Shares in iShares Russell Mid-Cap ETF $IWR

MV Capital Management Inc. Purchases New Shares in iShares Russell Mid-Cap ETF $IWR

MV Capital Management Inc. purchased a new position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased... More of this article »
Image for Ruggaard & Associates LLC Has $10.99 Million Stake in Invesco S&P 500 Quality ETF $SPHQ

Ruggaard & Associates LLC Has $10.99 Million Stake in Invesco S&P 500 Quality ETF $SPHQ

Ruggaard & Associates LLC decreased its stake in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 8.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Sana Biotechnology (NASDAQ:SANA) Stock Price Up 7.6%  – Here’s Why

Sana Biotechnology (NASDAQ:SANA) Stock Price Up 7.6% – Here’s Why

Sana Biotechnology, Inc. (NASDAQ:SANA – Get Free Report)’s share price rose 7.6% during mid-day trading on Wednesday . The stock traded as high as $3.00 and last traded at $3.0450. 943,897 shares changed hands during trading,... More of this article »
Image for ArcBest (NASDAQ:ARCB) Stock Price Down 3.8%  – Here’s What Happened

ArcBest (NASDAQ:ARCB) Stock Price Down 3.8% – Here’s What Happened

ArcBest Corporation (NASDAQ:ARCB – Get Free Report) shares fell 3.8% during trading on Wednesday . The stock traded as low as $152.49 and last traded at $153.70. 55,948 shares changed hands during mid-day trading, a decline of... More of this article »
Image for Regeneron Pharmaceuticals, Inc. $REGN Shares Acquired by Invesco Ltd.

Regeneron Pharmaceuticals, Inc. $REGN Shares Acquired by Invesco Ltd.

Invesco Ltd. raised its holdings in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 7.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Image for Mariner Investment Group LLC Invests $24.36 Million in Lowe’s Companies, Inc. $LOW

Mariner Investment Group LLC Invests $24.36 Million in Lowe’s Companies, Inc. $LOW

Mariner Investment Group LLC bought a new stake in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for SG Trading Solutions LLC Makes New Investment in Gilead Sciences, Inc. $GILD

SG Trading Solutions LLC Makes New Investment in Gilead Sciences, Inc. $GILD

SG Trading Solutions LLC bought a new position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for SG Trading Solutions LLC Buys Shares of 29,494 Bristol Myers Squibb Company $BMY

SG Trading Solutions LLC Buys Shares of 29,494 Bristol Myers Squibb Company $BMY

SG Trading Solutions LLC purchased a new stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Beacon Advisors Holdings LLC Purchases New Stake in VanEck Gold Miners ETF $GDX

Beacon Advisors Holdings LLC Purchases New Stake in VanEck Gold Miners ETF $GDX

Beacon Advisors Holdings LLC purchased a new stake in shares of VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm purchased... More of this article »
Image for SG Trading Solutions LLC Invests $1.25 Million in Arista Networks, Inc. $ANET

SG Trading Solutions LLC Invests $1.25 Million in Arista Networks, Inc. $ANET

SG Trading Solutions LLC acquired a new position in Arista Networks, Inc. (NYSE:ANET – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Cambient Family Office LLC Makes New Investment in Bank of America Corporation $BAC

Cambient Family Office LLC Makes New Investment in Bank of America Corporation $BAC

Cambient Family Office LLC purchased a new position in shares of Bank of America Corporation (NYSE:BAC) during the fourth quarter, Holdings Channel.com reports. The firm purchased 15,291 shares of the financial services provider’s... More of this article »
Image for Walser Wealth Management Company A Ltd Liability Co Takes Position in Tesla, Inc. $TSLA

Walser Wealth Management Company A Ltd Liability Co Takes Position in Tesla, Inc. $TSLA

Walser Wealth Management Company A Ltd Liability Co purchased a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Walser Wealth Management Company A Ltd Liability Co Makes New $1.08 Million Investment in Morgan Stanley $MS

Walser Wealth Management Company A Ltd Liability Co Makes New $1.08 Million Investment in Morgan Stanley $MS

Walser Wealth Management Company A Ltd Liability Co bought a new position in shares of Morgan Stanley (NYSE:MS – Free Report) during the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 6,102 shares... More of this article »
Image for Carter Bankshares (NASDAQ:CARE) Reaches New 52-Week High  – What’s Next?

Carter Bankshares (NASDAQ:CARE) Reaches New 52-Week High – What’s Next?

Carter Bankshares, Inc. (NASDAQ:CARE – Get Free Report)’s share price hit a new 52-week high during trading on Wednesday . The stock traded as high as $30.54 and last traded at $30.4560, with a volume of 35039 shares changing... More of this article »
Image for Veradigm (NASDAQ:MDRX) Shares Gap Up   – Still a Buy?

Veradigm (NASDAQ:MDRX) Shares Gap Up – Still a Buy?

Veradigm Inc. (NASDAQ:MDRX – Get Free Report) gapped up before the market opened on Wednesday . The stock had previously closed at $4.80, but opened at $5.0650. Veradigm shares last traded at $5.0650, with a volume of 779 shares.... More of this article »
Image for Pegasystems (NASDAQ:PEGA) versus Celerity Solutions (OTCMKTS:CLTY) Financial Analysis

Pegasystems (NASDAQ:PEGA) versus Celerity Solutions (OTCMKTS:CLTY) Financial Analysis

Pegasystems (NASDAQ:PEGA – Get Free Report) and Celerity Solutions (OTCMKTS:CLTY – Get Free Report) are both computer and technology companies, but which is the better business? We will contrast the two businesses based... More of this article »
Image for Strategic Investment Solutions Inc. IL Trims Stock Position in iShares 10-20 Year Treasury Bond ETF $TLH

Strategic Investment Solutions Inc. IL Trims Stock Position in iShares 10-20 Year Treasury Bond ETF $TLH

Strategic Investment Solutions Inc. IL cut its holdings in iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) by 33.6% during the fourth quarter, HoldingsChannel reports. The fund owned 14,409 shares of the company’s... More of this article »
Image for Larch Capital Partners LLC Acquires New Holdings in iShares MSCI ACWI ETF $ACWI

Larch Capital Partners LLC Acquires New Holdings in iShares MSCI ACWI ETF $ACWI

Larch Capital Partners LLC bought a new position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Wick Capital Partners LLC Increases Stake in Vanguard S&P 500 ETF $VOO

Wick Capital Partners LLC Increases Stake in Vanguard S&P 500 ETF $VOO

Wick Capital Partners LLC raised its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 91.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Sunbelt Securities Inc. Has $15.34 Million Stake in Innovator Defined Wealth Shield ETF $BALT

Sunbelt Securities Inc. Has $15.34 Million Stake in Innovator Defined Wealth Shield ETF $BALT

Sunbelt Securities Inc. raised its stake in shares of Innovator Defined Wealth Shield ETF (BATS:BALT – Free Report) by 6.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Agilon Health (NYSE:AGL)  Shares Down 6.1%   – Here’s What Happened

Agilon Health (NYSE:AGL) Shares Down 6.1% – Here’s What Happened

Agilon Health, Inc. (NYSE:AGL – Get Free Report) dropped 6.1% on Wednesday . The stock traded as low as $107.75 and last traded at $106.3050. 18,677 shares were traded during trading, a decline of 95% from the average daily... More of this article »
Image for Deep Yellow (OTCMKTS:DYLLF) Trading Up 7.5%  – Still a Buy?

Deep Yellow (OTCMKTS:DYLLF) Trading Up 7.5% – Still a Buy?

Deep Yellow Limited (OTCMKTS:DYLLF – Get Free Report) rose 7.5% during trading on Wednesday . The company traded as high as $1.18 and last traded at $1.14. 13,418 shares were traded during trading, a decline of 84% from the... More of this article »
Image for Crh Plc (NYSE:CRH) Receives $139.54 Consensus Target Price from Analysts

Crh Plc (NYSE:CRH) Receives $139.54 Consensus Target Price from Analysts

Shares of Crh Plc (NYSE:CRH – Get Free Report) have earned an average recommendation of “Moderate Buy” from the seventeen brokerages that are covering the stock, MarketBeat reports. Three research analysts have rated... More of this article »
Image for 11,781 Shares in iShares Global Tech ETF $IXN Acquired by Tempo Wealth LLC

11,781 Shares in iShares Global Tech ETF $IXN Acquired by Tempo Wealth LLC

Tempo Wealth LLC acquired a new position in iShares Global Tech ETF (NYSEARCA:IXN – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Image for Prestige Consumer Healthcare Inc. (NYSE:PBH) Receives Average Recommendation of “Hold” from Brokerages

Prestige Consumer Healthcare Inc. (NYSE:PBH) Receives Average Recommendation of “Hold” from Brokerages

Prestige Consumer Healthcare Inc. (NYSE:PBH – Get Free Report) has been given an average rating of “Hold” by the six brokerages that are presently covering the company, Marketbeat reports. One analyst has rated... More of this article »
Image for SG Trading Solutions LLC Takes Position in Simon Property Group, Inc. $SPG

SG Trading Solutions LLC Takes Position in Simon Property Group, Inc. $SPG

SG Trading Solutions LLC acquired a new stake in Simon Property Group, Inc. (NYSE:SPG – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired... More of this article »
Image for Stone Wealth Partners Takes Position in AdvisorShares Focused Equity ETF $CWS

Stone Wealth Partners Takes Position in AdvisorShares Focused Equity ETF $CWS

Stone Wealth Partners acquired a new stake in AdvisorShares Focused Equity ETF (NYSEARCA:CWS – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 33,881 shares... More of this article »
Image for Nolet Wealth Management LLC Makes New Investment in JPMorgan Income ETF $JPIE

Nolet Wealth Management LLC Makes New Investment in JPMorgan Income ETF $JPIE

Nolet Wealth Management LLC acquired a new stake in JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The firm acquired 41,239 shares of the... More of this article »
Image for Titan Investment Management LLC Buys New Shares in The Clorox Company $CLX

Titan Investment Management LLC Buys New Shares in The Clorox Company $CLX

Titan Investment Management LLC purchased a new stake in The Clorox Company (NYSE:CLX – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Kwang Hooi Tan Sells 10,540 Shares of Flex (NASDAQ:FLEX) Stock

Kwang Hooi Tan Sells 10,540 Shares of Flex (NASDAQ:FLEX) Stock

Flex Ltd. (NASDAQ:FLEX – Get Free Report) COO Kwang Hooi Tan sold 10,540 shares of the firm’s stock in a transaction that occurred on Monday, June 15th. The stock was sold at an average price of $148.02, for a total transaction... More of this article »
Image for Virtu Financial LLC Buys 5,783 Shares of Northrop Grumman Corporation $NOC

Virtu Financial LLC Buys 5,783 Shares of Northrop Grumman Corporation $NOC

Virtu Financial LLC raised its stake in Northrop Grumman Corporation (NYSE:NOC – Free Report) by 836.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 6,474 shares of the aerospace company’s stock... More of this article »
Image for Walser Wealth Management Company A Ltd Liability Co Invests $799,000 in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC

Walser Wealth Management Company A Ltd Liability Co Invests $799,000 in Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF $PDBC

Walser Wealth Management Company A Ltd Liability Co purchased a new position in shares of Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF (NASDAQ:PDBC – Free Report) in the 4th quarter, Holdings Channel reports.... More of this article »
Image for Seven Fleet Capital Management LP Acquires New Position in Zura Bio Limited $ZURA

Seven Fleet Capital Management LP Acquires New Position in Zura Bio Limited $ZURA

Seven Fleet Capital Management LP purchased a new position in shares of Zura Bio Limited (NASDAQ:ZURA – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund purchased 166,500 shares of the company’s... More of this article »
Image for Rare Wolf Capital LLC Buys New Position in Vanguard FTSE Developed Markets ETF $VEA

Rare Wolf Capital LLC Buys New Position in Vanguard FTSE Developed Markets ETF $VEA

Rare Wolf Capital LLC purchased a new position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for 6,326 Shares in Cisco Systems, Inc. $CSCO Purchased by MV Capital Management Inc.

6,326 Shares in Cisco Systems, Inc. $CSCO Purchased by MV Capital Management Inc.

MV Capital Management Inc. purchased a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for River Road Asset Management LLC Increases Position in CNH Industrial N.V. $CNH

River Road Asset Management LLC Increases Position in CNH Industrial N.V. $CNH

River Road Asset Management LLC raised its holdings in CNH Industrial N.V. (NYSE:CNH – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Tempo Wealth LLC Takes $1.30 Million Position in iShares MSCI EAFE Min Vol Factor ETF $EFAV

Tempo Wealth LLC Takes $1.30 Million Position in iShares MSCI EAFE Min Vol Factor ETF $EFAV

Tempo Wealth LLC bought a new position in shares of iShares MSCI EAFE Min Vol Factor ETF (BATS:EFAV – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 376,106 Shares in Roivant Sciences Ltd. $ROIV Purchased by Dorsey Wright & Associates

376,106 Shares in Roivant Sciences Ltd. $ROIV Purchased by Dorsey Wright & Associates

Dorsey Wright & Associates purchased a new position in shares of Roivant Sciences Ltd. (NASDAQ:ROIV – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »