Investing

18,267 Shares in UGI Co. (NYSE:UGI) Purchased by Avantax Advisory Services Inc.

October 22nd, 2020 - Comments Off - Filed Under - by Mark Dietrich

Avantax Advisory Services Inc. acquired a new position in shares of UGI Co. (NYSE:UGI) in the third quarter, according to the company in its most recent filing with the SEC. The firm acquired 18,267 shares of the utilities provider’s stock, valued at approximately $598,000. A number of other institutional investors also recently bought and sold […]

Avantax Advisory Services Inc. Buys New Stake in VanEck Vectors BDC Income ETF (NYSEARCA:BIZD)

October 22nd, 2020 - Comments Off - Filed Under - by Mark Dietrich

Avantax Advisory Services Inc. bought a new stake in VanEck Vectors BDC Income ETF (NYSEARCA:BIZD) in the 3rd quarter, HoldingsChannel.com reports. The firm bought 49,745 shares of the company’s stock, valued at approximately $603,000. Other institutional investors and hedge funds have also recently bought and sold shares of the company. Advisor Group Holdings Inc. acquired […]

Avantax Advisory Services Inc. Acquires New Stake in Vanguard Long-Term Corporate Bond Index Fund ETF Shares (NASDAQ:VCLT)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. acquired a new stake in Vanguard Long-Term Corporate Bond Index Fund ETF Shares (NASDAQ:VCLT) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,650 shares of the exchange traded fund’s stock, valued at approximately $604,000. A number of […]

Avantax Advisory Services Inc. Buys 25,436 Shares of KeyCorp (NYSE:KEY)

October 22nd, 2020 - Comments Off - Filed Under - by Mark Dietrich

Avantax Advisory Services Inc. boosted its stake in shares of KeyCorp (NYSE:KEY) by 100.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 50,768 shares of the financial services provider’s stock after purchasing an additional 25,436 shares during the period. […]

Avantax Advisory Services Inc. Has $610,000 Stake in Morgan Stanley (NYSE:MS)

October 22nd, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Avantax Advisory Services Inc. boosted its holdings in shares of Morgan Stanley (NYSE:MS) by 109.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,621 shares of the financial services provider’s stock after purchasing an additional 6,599 shares during the period. Avantax Advisory […]

Avantax Advisory Services Inc. Raises Stake in Public Storage (NYSE:PSA)

October 22nd, 2020 - Comments Off - Filed Under - by Kyle Jackson

Avantax Advisory Services Inc. lifted its position in shares of Public Storage (NYSE:PSA) by 121.9% in the third quarter, Holdings Channel reports. The firm owned 2,776 shares of the real estate investment trust’s stock after purchasing an additional 1,525 shares during the period. Avantax Advisory Services Inc.’s holdings in Public Storage were worth $620,000 at […]

Avantax Advisory Services Inc. Purchases 2,454 Shares of Boston Scientific Co. (NYSE:BSX)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. raised its position in Boston Scientific Co. (NYSE:BSX) by 17.0% during the third quarter, according to its most recent 13F filing with the SEC. The fund owned 16,894 shares of the medical equipment provider’s stock after buying an additional 2,454 shares during the period. Avantax Advisory Services Inc.’s holdings in Boston […]

Chimera Investment Co. (NYSE:CIM) Shares Purchased by Avantax Advisory Services Inc.

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. boosted its holdings in Chimera Investment Co. (NYSE:CIM) by 259.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 81,927 shares of the real estate investment trust’s stock after purchasing an additional 59,132 shares during the quarter. Avantax Advisory Services Inc.’s […]

Avantax Advisory Services Inc. Purchases 3,447 Shares of Prologis Inc (NYSE:PLD)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. boosted its position in Prologis Inc (NYSE:PLD) by 105.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,722 shares of the real estate investment trust’s stock after purchasing an additional 3,447 shares during the quarter. Avantax Advisory Services Inc.’s holdings […]

Ross Stores, Inc. (NASDAQ:ROST) Shares Purchased by Avantax Advisory Services Inc.

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. increased its stake in shares of Ross Stores, Inc. (NASDAQ:ROST) by 13.7% in the 3rd quarter, Holdings Channel.com reports. The firm owned 6,947 shares of the apparel retailer’s stock after purchasing an additional 838 shares during the period. Avantax Advisory Services Inc.’s holdings in Ross Stores were worth $648,000 as of […]

Avantax Advisory Services Inc. Purchases 7,085 Shares of Seagate Technology plc (NASDAQ:STX)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. lifted its position in Seagate Technology plc (NASDAQ:STX) by 124.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 12,762 shares of the data storage provider’s stock after buying an additional 7,085 shares during the period. Avantax Advisory […]

Avantax Advisory Services Inc. Boosts Stock Position in Zscaler, Inc. (NASDAQ:ZS)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. increased its stake in shares of Zscaler, Inc. (NASDAQ:ZS) by 89.9% in the third quarter, HoldingsChannel reports. The firm owned 4,439 shares of the company’s stock after buying an additional 2,102 shares during the quarter. Avantax Advisory Services Inc.’s holdings in Zscaler were worth $625,000 at the end of the most […]

Avantax Advisory Services Inc. Acquires 3,836 Shares of Analog Devices, Inc. (NASDAQ:ADI)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. increased its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI) by 231.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,491 shares of the semiconductor company’s stock after acquiring an additional 3,836 shares during the period. […]

Avantax Advisory Services Inc. Grows Stock Holdings in Anheuser Busch Inbev NV (NYSE:BUD)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. raised its position in shares of Anheuser Busch Inbev NV (NYSE:BUD) by 171.2% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 12,270 shares of the consumer goods maker’s stock after buying an additional 7,746 shares during the quarter. Avantax Advisory […]

Avantax Advisory Services Inc. Buys 6,240 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. increased its stake in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB) by 120.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,435 shares of the company’s stock after buying an additional 6,240 shares during the […]

Avantax Advisory Services Inc. Buys 7,252 Shares of TPG Specialty Lending Inc (NYSE:TSLX)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. raised its stake in TPG Specialty Lending Inc (NYSE:TSLX) by 22.6% during the third quarter, Holdings Channel.com reports. The institutional investor owned 39,334 shares of the financial services provider’s stock after purchasing an additional 7,252 shares during the quarter. Avantax Advisory Services Inc.’s holdings in TPG Specialty Lending were worth $665,000 […]

Avantax Advisory Services Inc. Buys 2,089 Shares of CME Group Inc (NASDAQ:CME)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. lifted its stake in shares of CME Group Inc (NASDAQ:CME) by 120.0% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,830 shares of the financial services provider’s stock after acquiring an additional 2,089 shares during the quarter. Avantax […]

Avantax Advisory Services Inc. Acquires New Shares in Digimarc Co. (NASDAQ:DMRC)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. acquired a new stake in Digimarc Co. (NASDAQ:DMRC) in the third quarter, according to its most recent filing with the SEC. The fund acquired 27,829 shares of the information technology services provider’s stock, valued at approximately $622,000. Avantax Advisory Services Inc. owned approximately 0.22% of Digimarc at the end of the […]

Avantax Advisory Services Inc. Invests $656,000 in W W Grainger Inc (NYSE:GWW)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. purchased a new position in shares of W W Grainger Inc (NYSE:GWW) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 1,841 shares of the industrial products company’s stock, valued at approximately $656,000. Other large investors have […]

Avantax Advisory Services Inc. Has $633,000 Holdings in The Gabelli Dividend & Income Trust (NYSE:GDV)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. raised its position in shares of The Gabelli Dividend & Income Trust (NYSE:GDV) by 87.0% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 34,492 shares of the financial services provider’s stock after acquiring an additional 16,046 shares […]

Avantax Advisory Services Inc. Acquires New Stake in Casey's General Stores, Inc. (NASDAQ:CASY)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. acquired a new stake in Casey's General Stores, Inc. (NASDAQ:CASY) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,554 shares of the company’s stock, valued at approximately $635,000. A number of other hedge funds and other institutional […]

Avantax Advisory Services Inc. Takes $634,000 Position in Jacobs Engineering Group Inc. (NYSE:J)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. acquired a new stake in Jacobs Engineering Group Inc. (NYSE:J) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 6,828 shares of the company’s stock, valued at approximately $634,000. Several other hedge funds have also recently bought and […]

Avantax Advisory Services Inc. Sells 1,956 Shares of Invesco International BuyBack Achievers ETF (NASDAQ:IPKW)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. lessened its holdings in Invesco International BuyBack Achievers ETF (NASDAQ:IPKW) by 8.4% during the 3rd quarter, HoldingsChannel reports. The firm owned 21,259 shares of the company’s stock after selling 1,956 shares during the period. Avantax Advisory Services Inc.’s holdings in Invesco International BuyBack Achievers ETF were worth $670,000 at the end […]

Avantax Advisory Services Inc. Has $678,000 Stock Holdings in Stanley Black & Decker, Inc. (NYSE:SWK)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. lifted its holdings in Stanley Black & Decker, Inc. (NYSE:SWK) by 5.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,155 shares of the industrial products company’s stock after buying an additional 211 shares during the period. […]

Avantax Advisory Services Inc. Acquires 1,375 Shares of Palo Alto Networks, Inc. (NYSE:PANW)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. boosted its holdings in shares of Palo Alto Networks, Inc. (NYSE:PANW) by 118.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,539 shares of the network technology company’s stock after acquiring an additional 1,375 shares during […]

Avantax Advisory Services Inc. Makes New $666,000 Investment in Nio Inc – (NYSE:NIO)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. purchased a new position in shares of Nio Inc – (NYSE:NIO) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 31,435 shares of the company’s stock, valued at approximately $666,000. Other large investors have also recently made changes to […]

Avantax Advisory Services Inc. Acquires New Stake in D. R. Horton Inc (NYSE:DHI)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. acquired a new stake in D. R. Horton Inc (NYSE:DHI) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,270 shares of the construction company’s stock, valued at approximately $626,000. A number of other hedge funds and other […]

396 Shares in Booking Holdings Inc. (NASDAQ:BKNG) Acquired by Avantax Advisory Services Inc.

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. bought a new position in shares of Booking Holdings Inc. (NASDAQ:BKNG) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 396 shares of the business services provider’s stock, valued at approximately $678,000. Other institutional investors have also […]

Avantax Advisory Services Inc. Has $668,000 Holdings in Best Buy Co., Inc. (NYSE:BBY)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. lifted its holdings in Best Buy Co., Inc. (NYSE:BBY) by 40.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,006 shares of the technology retailer’s stock after acquiring an additional 1,715 shares during the quarter. Avantax Advisory Services […]

Occidental Petroleum Co. (NYSE:OXY) Shares Acquired by Avantax Advisory Services Inc.

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Avantax Advisory Services Inc. grew its stake in Occidental Petroleum Co. (NYSE:OXY) by 345.4% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 67,497 shares of the oil and gas producer’s stock after acquiring an additional 52,342 shares during the quarter. Avantax Advisory Services […]

Short Interest in Chico's FAS, Inc. (NYSE:CHS) Decreases By 14.0%

October 22nd, 2020 - Comments Off - Filed Under - by Hanz Christensen

Chico's FAS, Inc. (NYSE:CHS) saw a large decline in short interest during the month of September. As of September 30th, there was short interest totalling 7,390,000 shares, a decline of 14.0% from the September 15th total of 8,590,000 shares. Currently, 6.7% of the shares of the company are sold short. Based on an average daily […]

Blackstone Group Sees Unusually High Options Volume (NYSE:BX)

October 22nd, 2020 - Comments Off - Filed Under - by Hanz Christensen

Blackstone Group LP (NYSE:BX) was the recipient of some unusual options trading on Tuesday. Stock investors acquired 70,499 put options on the company. This represents an increase of approximately 2,666% compared to the typical daily volume of 2,549 put options. Shares of NYSE BX opened at $54.44 on Thursday. The company has a debt-to-equity ratio […]

Short Interest in BlackRock Enhanced Global Dividend Trust (NYSE:BOE) Decreases By 13.9%

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

BlackRock Enhanced Global Dividend Trust (NYSE:BOE) saw a significant decline in short interest in the month of September. As of September 30th, there was short interest totalling 21,100 shares, a decline of 13.9% from the September 15th total of 24,500 shares. Based on an average daily trading volume, of 142,100 shares, the days-to-cover ratio is […]

A. O. Smith Co. (NYSE:AOS) Sees Significant Drop in Short Interest

October 22nd, 2020 - Comments Off - Filed Under - by Nicole Kennedy

A. O. Smith Co. (NYSE:AOS) saw a significant decline in short interest in the month of September. As of September 30th, there was short interest totalling 5,110,000 shares, a decline of 14.0% from the September 15th total of 5,940,000 shares. Based on an average trading volume of 1,070,000 shares, the short-interest ratio is presently 4.8 […]

The Allstate Target of Unusually High Options Trading (NYSE:ALL)

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

The Allstate Co. (NYSE:ALL) was the target of some unusual options trading activity on Tuesday. Stock traders bought 2,786 put options on the stock. This is an increase of 928% compared to the average volume of 271 put options. Several analysts have recently commented on ALL shares. Keefe, Bruyette & Woods raised shares of The […]

Schaeffler (OTCMKTS:SCFLF) Given Buy Rating at Berenberg Bank

October 22nd, 2020 - Comments Off - Filed Under - by Micah Haroldson

Berenberg Bank reiterated their buy rating on shares of Schaeffler (OTCMKTS:SCFLF) in a research note issued to investors on Wednesday morning, The Fly reports. Separately, UBS Group reissued a neutral rating on shares of Schaeffler in a report on Thursday, October 15th. Three research analysts have rated the stock with a sell rating, one has […]

Stabilus (OTCMKTS:SBLUY) Receives “Buy” Rating from Berenberg Bank

October 22nd, 2020 - Comments Off - Filed Under - by Hanz Christensen

Berenberg Bank restated their buy rating on shares of Stabilus (OTCMKTS:SBLUY) in a research note published on Wednesday, The Fly reports. SBLUY has been the topic of several other research reports. Societe Generale reissued a hold rating on shares of Stabilus in a research note on Wednesday, October 7th. JPMorgan Chase & Co. reissued a […]

ENAGAS S A/ADR (OTCMKTS:ENGGY) Given “Neutral” Rating at JPMorgan Chase & Co.

October 22nd, 2020 - Comments Off - Filed Under - by Kyle Jackson

JPMorgan Chase & Co. reaffirmed their neutral rating on shares of ENAGAS S A/ADR (OTCMKTS:ENGGY) in a report issued on Wednesday, The Fly reports. A number of other research firms have also issued reports on ENGGY. Deutsche Bank Aktiengesellschaft reissued a sell rating on shares of ENAGAS S A/ADR in a research report on Friday, […]

Rémy Cointreau’s (REMYY) Underweight Rating Reaffirmed at JPMorgan Chase & Co.

October 22nd, 2020 - Comments Off - Filed Under - by Kyle Jackson

JPMorgan Chase & Co. reiterated their underweight rating on shares of Rémy Cointreau (OTCMKTS:REMYY) in a research note issued to investors on Wednesday morning, The Fly reports. A number of other research analysts also recently weighed in on REMYY. Credit Suisse Group reissued an underperform rating on shares of Rémy Cointreau in a research report […]

UniCredit (OTCMKTS:UNCRY) Receives “Neutral” Rating from JPMorgan Chase & Co.

October 22nd, 2020 - Comments Off - Filed Under - by Kyle Jackson

JPMorgan Chase & Co. restated their neutral rating on shares of UniCredit (OTCMKTS:UNCRY) in a research report report published on Wednesday, The Fly reports. A number of other analysts have also recently weighed in on the stock. Jefferies Financial Group cut shares of UniCredit from a buy rating to a hold rating in a report […]

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