Home » Author Archive

Image for Sax Wealth Advisors LLC Takes $10.12 Million Position in Vanguard Intermediate-Term Treasury ETF $VGIT

Sax Wealth Advisors LLC Takes $10.12 Million Position in Vanguard Intermediate-Term Treasury ETF $VGIT

Sax Wealth Advisors LLC purchased a new position in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Broadcom Inc. $AVGO Shares Bought by Wealth Science Advisors LLC

Broadcom Inc. $AVGO Shares Bought by Wealth Science Advisors LLC

Wealth Science Advisors LLC grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 18.7% during the 2nd quarter, HoldingsChannel reports. The fund owned 14,871 shares of the semiconductor manufacturer’s... More of this article »
Image for Whitaker Myers Wealth Managers LTD. Buys 3,896 Shares of Alibaba Group Holding Limited $BABA

Whitaker Myers Wealth Managers LTD. Buys 3,896 Shares of Alibaba Group Holding Limited $BABA

Whitaker Myers Wealth Managers LTD. grew its stake in shares of Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 28.1% during the 2nd quarter, Holdings Channel.com reports. The firm owned 17,777 shares of the specialty... More of this article »
Image for Contrasting Myers Industries (NYSE:MYE) & RPC Group (OTCMKTS:RPCGF)

Contrasting Myers Industries (NYSE:MYE) & RPC Group (OTCMKTS:RPCGF)

RPC Group (OTCMKTS:RPCGF – Get Free Report) and Myers Industries (NYSE:MYE – Get Free Report) are both materials companies, but which is the better business? We will contrast the two companies based on the strength of their... More of this article »
Image for Mobile Infrastructure (NASDAQ:BEEP) & American Tower (NYSE:AMT) Financial Analysis

Mobile Infrastructure (NASDAQ:BEEP) & American Tower (NYSE:AMT) Financial Analysis

American Tower (NYSE:AMT – Get Free Report) and Mobile Infrastructure (NASDAQ:BEEP – Get Free Report) are both real estate companies, but which is the superior investment? We will compare the two companies based on the... More of this article »
Image for Verastem, Inc. (NASDAQ:VSTM) Receives Consensus Rating of “Moderate Buy” from Analysts

Verastem, Inc. (NASDAQ:VSTM) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of Verastem, Inc. (NASDAQ:VSTM – Get Free Report) have received a consensus recommendation of “Moderate Buy” from the eleven research firms that are presently covering the firm, MarketBeat Ratings reports.... More of this article »
Image for Financial Review: AGL Energy (OTCMKTS:AGLNF) versus Ormat Technologies (NYSE:ORA)

Financial Review: AGL Energy (OTCMKTS:AGLNF) versus Ormat Technologies (NYSE:ORA)

Ormat Technologies (NYSE:ORA – Get Free Report) and AGL Energy (OTCMKTS:AGLNF – Get Free Report) are both utilities companies, but which is the better business? We will contrast the two companies based on the strength of... More of this article »
Image for Eynav Azaria Sells 83,995 Shares of Kaltura (NASDAQ:KLTR) Stock

Eynav Azaria Sells 83,995 Shares of Kaltura (NASDAQ:KLTR) Stock

Kaltura, Inc. (NASDAQ:KLTR – Get Free Report) insider Eynav Azaria sold 83,995 shares of the company’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $2.01, for a total value... More of this article »
Image for HF Advisory Group LLC Buys 24,023 Shares of SPDR Portfolio High Yield Bond ETF $SPHY

HF Advisory Group LLC Buys 24,023 Shares of SPDR Portfolio High Yield Bond ETF $SPHY

HF Advisory Group LLC grew its stake in SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 10.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for UMB Financial (NASDAQ:UMBF) CAO Sells $21,358.50 in Stock

UMB Financial (NASDAQ:UMBF) CAO Sells $21,358.50 in Stock

UMB Financial Corporation (NASDAQ:UMBF – Get Free Report) CAO David Carl Odgers sold 145 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of... More of this article »
Image for Energy Vault (NYSE:NRGV) Sees Unusually-High Trading Volume  – Here’s Why

Energy Vault (NYSE:NRGV) Sees Unusually-High Trading Volume – Here’s Why

Energy Vault Holdings, Inc. (NYSE:NRGV – Get Free Report) saw unusually-high trading volume on Friday . 10,169,604 shares changed hands during mid-day trading, an increase of 126% from the previous session’s volume of 4,495,761... More of this article »
Image for Yorkton Equity Group (CVE:YEG) Trading Down 11.5%  – What’s Next?

Yorkton Equity Group (CVE:YEG) Trading Down 11.5% – What’s Next?

Yorkton Equity Group Inc. (CVE:YEG – Get Free Report)’s stock price dropped 11.5% during mid-day trading on Friday . The company traded as low as C$0.12 and last traded at C$0.12. Approximately 132,500 shares changed hands... More of this article »
Image for Polianta Ltd Invests $1.96 Million in Ciena Corporation $CIEN

Polianta Ltd Invests $1.96 Million in Ciena Corporation $CIEN

Polianta Ltd acquired a new stake in Ciena Corporation (NYSE:CIEN – Free Report) during the second 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 Karnalyte Resources (TSE:KRN)  Shares Down 10.9%   – Here’s What Happened

Karnalyte Resources (TSE:KRN) Shares Down 10.9% – Here’s What Happened

Karnalyte Resources Inc. (TSE:KRN – Get Free Report)’s stock price dropped 10.9% during trading on Friday . The stock traded as low as C$0.22 and last traded at C$0.24. Approximately 110,006 shares changed hands during... More of this article »
Image for Recruit (OTCMKTS:RCRRF) Shares Gap Up   – What’s Next?

Recruit (OTCMKTS:RCRRF) Shares Gap Up – What’s Next?

Recruit Holdings Co., Ltd. (OTCMKTS:RCRRF – Get Free Report)’s stock price gapped up before the market opened on Friday . The stock had previously closed at $82.7760, but opened at $99.8260. Recruit shares last traded at... More of this article »
Image for Topor & Co. Korea Trims Stock Position in Vanguard FTSE All-World ex-US ETF $VEU

Topor & Co. Korea Trims Stock Position in Vanguard FTSE All-World ex-US ETF $VEU

Topor & Co. Korea decreased its stake in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 24.1% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Solana ETF $SOLZ Shares Acquired by Tactive Advisors LLC

Solana ETF $SOLZ Shares Acquired by Tactive Advisors LLC

Tactive Advisors LLC increased its holdings in shares of Solana ETF (NASDAQ:SOLZ – Free Report) by 715.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Jacobs & Co. CA Has $9.72 Million Stock Position in The Boeing Company $BA

Jacobs & Co. CA Has $9.72 Million Stock Position in The Boeing Company $BA

Jacobs & Co. CA lowered its stake in The Boeing Company (NYSE:BA – Free Report) by 16.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Roan Capital Partners Has $4.89 Million Stake in SPDR Gold MiniShares Trust $GLDM

Roan Capital Partners Has $4.89 Million Stake in SPDR Gold MiniShares Trust $GLDM

Roan Capital Partners lowered its stake in SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 23.9% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for United States Oil Fund LP $USO Shares Sold by Roan Capital Partners

United States Oil Fund LP $USO Shares Sold by Roan Capital Partners

Roan Capital Partners reduced its position in United States Oil Fund LP (NYSEARCA:USO – Free Report) by 71.7% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Sax Wealth Advisors LLC Grows Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Sax Wealth Advisors LLC Grows Stock Holdings in iShares Core S&P Small-Cap ETF $IJR

Sax Wealth Advisors LLC grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 22.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Oliver Luxxe Assets LLC Has $7.53 Million Position in Vanguard FTSE Pacific ETF $VPL

Oliver Luxxe Assets LLC Has $7.53 Million Position in Vanguard FTSE Pacific ETF $VPL

Oliver Luxxe Assets LLC lessened its holdings in Vanguard FTSE Pacific ETF (NYSEARCA:VPL – Free Report) by 17.0% in the second quarter, Holdings Channel reports. The institutional investor owned 65,109 shares of the company’s... More of this article »
Image for Oliver Luxxe Assets LLC Sells 5,310 Shares of Capital One Financial Corporation $COF

Oliver Luxxe Assets LLC Sells 5,310 Shares of Capital One Financial Corporation $COF

Oliver Luxxe Assets LLC lessened its position in shares of Capital One Financial Corporation (NYSE:COF) by 10.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 43,376... More of this article »
Image for Maj Invest Holding A S Buys 61,316 Shares of American Express Company $AXP

Maj Invest Holding A S Buys 61,316 Shares of American Express Company $AXP

Maj Invest Holding A S boosted its stake in American Express Company (NYSE:AXP) by 19.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Analysts Set Sunoco LP (NYSE:SUN) PT at $77.12

Analysts Set Sunoco LP (NYSE:SUN) PT at $77.12

Sunoco LP (NYSE:SUN – Get Free Report) has been assigned a consensus recommendation of “Buy” from the ten research firms that are currently covering the company, MarketBeat Ratings reports. One research analyst ... More of this article »
Image for Inv Vk Mun Opp $VMO Shares Purchased by Hennion & Walsh Asset Management Inc.

Inv Vk Mun Opp $VMO Shares Purchased by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. raised its holdings in shares of Inv Vk Mun Opp (NYSE:VMO – Free Report) by 89.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for West Financial Advisors LLC Increases Stake in iShares TIPS Bond ETF $TIP

West Financial Advisors LLC Increases Stake in iShares TIPS Bond ETF $TIP

West Financial Advisors LLC raised its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 5.3% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for PensionDanmark Pensionsforsikringsaktieselskab Acquires 11,300 Shares of Realty Income Corporation $O

PensionDanmark Pensionsforsikringsaktieselskab Acquires 11,300 Shares of Realty Income Corporation $O

PensionDanmark Pensionsforsikringsaktieselskab grew its holdings in Realty Income Corporation (NYSE:O – Free Report) by 9.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Shezad Kassam Okhai Buys 4,500 Shares of Pinetree Capital (TSE:PNP) Stock

Shezad Kassam Okhai Buys 4,500 Shares of Pinetree Capital (TSE:PNP) Stock

Pinetree Capital Ltd. (TSE:PNP – Get Free Report) insider Shezad Kassam Okhai purchased 4,500 shares of the firm’s stock in a transaction on Friday, August 7th. The stock was bought at an average price of C$9.56 per share,... More of this article »
Image for Leonardo DRS, Inc. $DRS Shares Sold by Ledgewood Wealth Advisors LLC

Leonardo DRS, Inc. $DRS Shares Sold by Ledgewood Wealth Advisors LLC

Ledgewood Wealth Advisors LLC decreased its position in Leonardo DRS, Inc. (NASDAQ:DRS – Free Report) by 63.1% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Granite Construction (NYSE:GVA) Director Buys $49,596.00 in Stock

Granite Construction (NYSE:GVA) Director Buys $49,596.00 in Stock

Granite Construction Incorporated (NYSE:GVA – Get Free Report) Director Carlos Hernandez acquired 400 shares of the stock in a transaction on Thursday, August 6th. The shares were purchased at an average cost of $123.99 per share,... More of this article »
Image for Insider Selling: Global-e Online (NASDAQ:GLBE) CEO Sells $55,053.72 in Stock

Insider Selling: Global-e Online (NASDAQ:GLBE) CEO Sells $55,053.72 in Stock

Global-e Online Ltd. (NASDAQ:GLBE – Get Free Report) CEO Amir Schlachet sold 1,308 shares of the business’s stock in a transaction that occurred on Wednesday, August 5th. The stock was sold at an average price of $42.09,... More of this article »
Image for iShares Bitcoin Trust ETF $IBIT Position Boosted by Gradient Investments LLC

iShares Bitcoin Trust ETF $IBIT Position Boosted by Gradient Investments LLC

Gradient Investments LLC lifted its holdings in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 104.5% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for NewEdge Advisors LLC Has $15.49 Million Position in First Trust Core Investment Grade ETF $FTCB

NewEdge Advisors LLC Has $15.49 Million Position in First Trust Core Investment Grade ETF $FTCB

NewEdge Advisors LLC raised its holdings in First Trust Core Investment Grade ETF (NYSEARCA:FTCB – Free Report) by 233.9% during the first quarter, Holdings Channel.com reports. The fund owned 739,203 shares of the company’s... More of this article »
Image for Richardson Electronics (NASDAQ:RELL) Upgraded by Wall Street Zen to “Buy” Rating

Richardson Electronics (NASDAQ:RELL) Upgraded by Wall Street Zen to “Buy” Rating

Wall Street Zen upgraded shares of Richardson Electronics (NASDAQ:RELL – Free Report) from a hold rating to a buy rating in a report published on Saturday morning. Several other brokerages have also commented on RELL. Northland... More of this article »
Image for Janus Henderson Group PLC Has $2.14 Million Stock Position in Solventum Corporation $SOLV

Janus Henderson Group PLC Has $2.14 Million Stock Position in Solventum Corporation $SOLV

Janus Henderson Group PLC increased its stake in shares of Solventum Corporation (NYSE:SOLV – Free Report) by 180.5% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for TPG Inc. (NASDAQ:TPG) Given Average Recommendation of “Moderate Buy” by Brokerages

TPG Inc. (NASDAQ:TPG) Given Average Recommendation of “Moderate Buy” by Brokerages

Shares of TPG Inc. (NASDAQ:TPG – Get Free Report) have earned an average rating of “Moderate Buy” from the seventeen research firms that are currently covering the firm, Marketbeat Ratings reports. One research analyst... More of this article »
Image for Quantinno Capital Management LP Acquires 19,829 Shares of Atlanta Braves Holdings, Inc. $BATRA

Quantinno Capital Management LP Acquires 19,829 Shares of Atlanta Braves Holdings, Inc. $BATRA

Quantinno Capital Management LP grew its holdings in shares of Atlanta Braves Holdings, Inc. (NASDAQ:BATRA – Free Report) by 45.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for LegalZoom.com (NASDAQ:LZ) Downgraded to “Hold” Rating by Wall Street Zen

LegalZoom.com (NASDAQ:LZ) Downgraded to “Hold” Rating by Wall Street Zen

Wall Street Zen downgraded shares of LegalZoom.com (NASDAQ:LZ – Free Report) from a buy rating to a hold rating in a research report released on Saturday. LZ has been the topic of several other reports. JPMorgan Chase &... More of this article »
Image for F5 (NASDAQ:FFIV) EVP Sells $500,873.04 in Stock

F5 (NASDAQ:FFIV) EVP Sells $500,873.04 in Stock

F5, Inc. (NASDAQ:FFIV – Get Free Report) EVP Thomas Dean Fountain sold 1,208 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $414.63, for a total transaction of $500,873.04.... More of this article »