Home » Author Archive

Image for AMI Asset Management Corp Sells 114 Shares of McDonald’s Co. (NYSE:MCD)

AMI Asset Management Corp Sells 114 Shares of McDonald’s Co. (NYSE:MCD)

AMI Asset Management Corp cut its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for NB Private Equity Partners Announces Dividend of $0.47 (LON:NBPE)

NB Private Equity Partners Announces Dividend of $0.47 (LON:NBPE)

NB Private Equity Partners (LON:NBPE – Get Free Report) declared a dividend on Tuesday, January 14th,Upcoming Dividends.Co.Uk reports. Investors of record on Thursday, January 23rd will be given a dividend of $0.47 per share... More of this article »
Image for MSCI Inc. (NYSE:MSCI) Shares Purchased by Mogy Joel R Investment Counsel Inc.

MSCI Inc. (NYSE:MSCI) Shares Purchased by Mogy Joel R Investment Counsel Inc.

Mogy Joel R Investment Counsel Inc. raised its stake in MSCI Inc. (NYSE:MSCI – Free Report) by 5.2% 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 Ulland Investment Advisors LLC Cuts Stake in Intuit Inc. (NASDAQ:INTU)

Ulland Investment Advisors LLC Cuts Stake in Intuit Inc. (NASDAQ:INTU)

Ulland Investment Advisors LLC cut its position in Intuit Inc. (NASDAQ:INTU – Free Report) by 13.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 767 shares of the software maker’s... More of this article »
Image for Chesley Taft & Associates LLC Sells 175 Shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH)

Chesley Taft & Associates LLC Sells 175 Shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH)

Chesley Taft & Associates LLC lowered its stake in shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH – Free Report) by 0.7% during the 4th quarter, according to the company in its most recent filing with the SEC.... More of this article »
Image for Atomi Financial Group Inc. Has $16.41 Million Position in iShares U.S. Technology ETF (NYSEARCA:IYW)

Atomi Financial Group Inc. Has $16.41 Million Position in iShares U.S. Technology ETF (NYSEARCA:IYW)

Atomi Financial Group Inc. lifted its holdings in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 10.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 102,841... More of this article »
Image for Perkins Coie Trust Co Decreases Holdings in Alphabet Inc. (NASDAQ:GOOG)

Perkins Coie Trust Co Decreases Holdings in Alphabet Inc. (NASDAQ:GOOG)

Perkins Coie Trust Co cut its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for First United Bank & Trust Has $4.30 Million Stock Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

First United Bank & Trust Has $4.30 Million Stock Position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

First United Bank & Trust boosted its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 3.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 26,600... More of this article »
Image for AMI Asset Management Corp Reduces Stock Position in CyberArk Software Ltd. (NASDAQ:CYBR)

AMI Asset Management Corp Reduces Stock Position in CyberArk Software Ltd. (NASDAQ:CYBR)

AMI Asset Management Corp decreased its position in shares of CyberArk Software Ltd. (NASDAQ:CYBR – Free Report) by 3.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Clear Harbor Asset Management LLC Has $3.26 Million Stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX)

Clear Harbor Asset Management LLC Has $3.26 Million Stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX)

Clear Harbor Asset Management LLC lowered its holdings in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 1.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Davies Financial Advisors Inc. Boosts Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Davies Financial Advisors Inc. Boosts Stock Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Davies Financial Advisors Inc. increased its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 35.6% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Pure Financial Advisors LLC Trims Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Pure Financial Advisors LLC Trims Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Pure Financial Advisors LLC trimmed its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Transform Wealth LLC Grows Stock Holdings in VanEck Agribusiness ETF (NYSEARCA:MOO)

Transform Wealth LLC Grows Stock Holdings in VanEck Agribusiness ETF (NYSEARCA:MOO)

Transform Wealth LLC lifted its position in VanEck Agribusiness ETF (NYSEARCA:MOO – Free Report) by 189.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for First United Bank & Trust Decreases Holdings in Nucor Co. (NYSE:NUE)

First United Bank & Trust Decreases Holdings in Nucor Co. (NYSE:NUE)

First United Bank & Trust reduced its stake in Nucor Co. (NYSE:NUE – Free Report) by 38.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Alpha Cubed Investments LLC Has $2.08 Million Holdings in Bank of America Co. (NYSE:BAC)

Alpha Cubed Investments LLC Has $2.08 Million Holdings in Bank of America Co. (NYSE:BAC)

Alpha Cubed Investments LLC lessened its holdings in shares of Bank of America Co. (NYSE:BAC – Free Report) by 6.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Image for Perpetual Ltd Has $22.84 Million Stake in Halliburton (NYSE:HAL)

Perpetual Ltd Has $22.84 Million Stake in Halliburton (NYSE:HAL)

Perpetual Ltd trimmed its holdings in shares of Halliburton (NYSE:HAL – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for TB Alternative Assets Ltd. Purchases Shares of 1,985 American Express (NYSE:AXP)

TB Alternative Assets Ltd. Purchases Shares of 1,985 American Express (NYSE:AXP)

TB Alternative Assets Ltd. acquired a new position in shares of American Express (NYSE:AXP – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Segment Wealth Management LLC Acquires 25 Shares of Mastercard Incorporated (NYSE:MA)

Segment Wealth Management LLC Acquires 25 Shares of Mastercard Incorporated (NYSE:MA)

Segment Wealth Management LLC grew its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.4% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 5,821... More of this article »
Image for Atwood & Palmer Inc. Raises Position in T-Mobile US, Inc. (NASDAQ:TMUS)

Atwood & Palmer Inc. Raises Position in T-Mobile US, Inc. (NASDAQ:TMUS)

Atwood & Palmer Inc. raised its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 24.5% 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 Panthera Resources (LON:PAT) Trading Down 7%  – What’s Next?

Panthera Resources (LON:PAT) Trading Down 7% – What’s Next?

Shares of Panthera Resources PLC (LON:PAT – Get Free Report) traded down 7% during trading on Tuesday . The company traded as low as GBX 7.31 ($0.09) and last traded at GBX 7.33 ($0.09). 1,449,195 shares changed hands during... More of this article »
Image for Frax Share (FXS) Self Reported Market Capitalization Achieves $260.53 Million

Frax Share (FXS) Self Reported Market Capitalization Achieves $260.53 Million

Frax Share (FXS) traded down 1.3% against the US dollar during the twenty-four hour period ending at 8:00 AM ET on January 21st. Over the last seven days, Frax Share has traded 11.4% lower against the US dollar. Frax Share has a total... More of this article »
Image for Charles Schwab Trust Co Boosts Position in Starbucks Co. (NASDAQ:SBUX)

Charles Schwab Trust Co Boosts Position in Starbucks Co. (NASDAQ:SBUX)

Charles Schwab Trust Co raised its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Pure Financial Advisors LLC Boosts Stock Holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI)

Pure Financial Advisors LLC Boosts Stock Holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI)

Pure Financial Advisors LLC lifted its position in iShares MSCI ACWI ETF (NASDAQ:ACWI – Free Report) by 13.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Forte Biosciences (NASDAQ:FBRX) Coverage Initiated at TD Cowen

Forte Biosciences (NASDAQ:FBRX) Coverage Initiated at TD Cowen

Stock analysts at TD Cowen assumed coverage on shares of Forte Biosciences (NASDAQ:FBRX – Get Free Report) in a research report issued to clients and investors on Tuesday,Briefing.com Automated Import reports. The firm set a... More of this article »
Image for Arbor Metals (CVE:ABR) Trading Up 25.9%  – What’s Next?

Arbor Metals (CVE:ABR) Trading Up 25.9% – What’s Next?

Shares of Arbor Metals Corp. (CVE:ABR – Get Free Report) traded up 25.9% on Tuesday . The stock traded as high as C$0.52 and last traded at C$0.51. 333,706 shares changed hands during trading, an increase of 129% from the average... More of this article »
Image for Wheaton Precious Metals Corp. (NYSE:WPM) Position Boosted by Mad River Investors

Wheaton Precious Metals Corp. (NYSE:WPM) Position Boosted by Mad River Investors

Mad River Investors grew its position in shares of Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) by 0.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 147,493 shares of the... More of this article »
Image for Segment Wealth Management LLC Makes New Investment in EQT Co. (NYSE:EQT)

Segment Wealth Management LLC Makes New Investment in EQT Co. (NYSE:EQT)

Segment Wealth Management LLC bought a new position in shares of EQT Co. (NYSE:EQT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Hedera (HBAR) Tops 24 Hour Volume of $1.00 Billion

Hedera (HBAR) Tops 24 Hour Volume of $1.00 Billion

Hedera (HBAR) traded 4.6% lower against the dollar during the 1-day period ending at 7:00 AM ET on January 21st. During the last week, Hedera has traded up 20.2% against the dollar. Hedera has a total market cap of $12.95 billion... More of this article »
Image for Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV) Increases Dividend to $0.05 Per Share

Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV) Increases Dividend to $0.05 Per Share

Invesco BulletShares 2031 Municipal Bond ETF (NASDAQ:BSMV – Get Free Report) declared a dividend on Monday, January 20th,NASDAQ Dividends reports. Stockholders of record on Tuesday, January 21st will be given a dividend of 0.0504... More of this article »
Image for Lithium Americas (Argentina) (NYSE:LAAC) Upgraded to “Moderate Buy” at Cormark

Lithium Americas (Argentina) (NYSE:LAAC) Upgraded to “Moderate Buy” at Cormark

Cormark upgraded shares of Lithium Americas (Argentina) (NYSE:LAAC – Free Report) to a moderate buy rating in a report issued on Monday morning,Zacks.com reports. Cormark also issued estimates for Lithium Americas (Argentina)’s... More of this article »
Image for Grove Bank & Trust Buys 1,210 Shares of Alphabet Inc. (NASDAQ:GOOG)

Grove Bank & Trust Buys 1,210 Shares of Alphabet Inc. (NASDAQ:GOOG)

Grove Bank & Trust increased its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Vanguard Financials ETF (NYSEARCA:VFH) Shares Bought by Royal Fund Management LLC

Vanguard Financials ETF (NYSEARCA:VFH) Shares Bought by Royal Fund Management LLC

Royal Fund Management LLC raised its holdings in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 6.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Legal Advantage Investments Inc. Invests $390,000 in Okta, Inc. (NASDAQ:OKTA)

Legal Advantage Investments Inc. Invests $390,000 in Okta, Inc. (NASDAQ:OKTA)

Legal Advantage Investments Inc. purchased a new position in Okta, Inc. (NASDAQ:OKTA – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 4,950 shares of the... More of this article »
Image for American Asset Management Inc. Sells 85,000 Shares of The RealReal, Inc. (NASDAQ:REAL)

American Asset Management Inc. Sells 85,000 Shares of The RealReal, Inc. (NASDAQ:REAL)

American Asset Management Inc. lowered its stake in shares of The RealReal, Inc. (NASDAQ:REAL – Free Report) by 85.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Elixirr International plc (ELIX) to Issue Dividend of GBX 6.30 on  February 17th

Elixirr International plc (ELIX) to Issue Dividend of GBX 6.30 on February 17th

Elixirr International plc (LON:ELIX – Get Free Report) announced a dividend on Saturday, December 20th,Upcoming Dividends.Co.Uk reports. Shareholders of record on Thursday, January 23rd will be paid a dividend of GBX 6.30 ($0.08)... More of this article »
Image for ARS Investment Partners LLC Raises Holdings in Genesis Energy, L.P. (NYSE:GEL)

ARS Investment Partners LLC Raises Holdings in Genesis Energy, L.P. (NYSE:GEL)

ARS Investment Partners LLC lifted its position in Genesis Energy, L.P. (NYSE:GEL – Free Report) by 35.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS) Declares Dividend of $0.08

Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS) Declares Dividend of $0.08

Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Get Free Report) declared a dividend on Monday, January 20th,NASDAQ Dividends reports. Shareholders of record on Tuesday, January 21st will be paid a dividend of 0.0754... More of this article »
Image for Kyrrex (KRRX) Trading Down 0.5% Over Last 7 Days

Kyrrex (KRRX) Trading Down 0.5% Over Last 7 Days

Kyrrex (KRRX) traded 6.9% lower against the U.S. dollar during the twenty-four hour period ending at 7:00 AM ET on January 21st. Kyrrex has a total market cap of $13.26 million and approximately $72,769.81 worth of Kyrrex was traded... More of this article »
Image for ARS Investment Partners LLC Trims Holdings in Olin Co. (NYSE:OLN)

ARS Investment Partners LLC Trims Holdings in Olin Co. (NYSE:OLN)

ARS Investment Partners LLC trimmed its position in Olin Co. (NYSE:OLN – Free Report) by 54.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
Image for Cadinha & Co. LLC Buys 1,825 Shares of Johnson & Johnson (NYSE:JNJ)

Cadinha & Co. LLC Buys 1,825 Shares of Johnson & Johnson (NYSE:JNJ)

Cadinha & Co. LLC boosted its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »