Home » Author Archive
Analog Devices, Inc. $ADI Shares Sold by Legal & General Group Plc
Legal & General Group Plc decreased its position in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 1.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Morningstar Investment Management LLC Trims Position in Duke Energy Corporation $DUK
Morningstar Investment Management LLC lessened its stake in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 73.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Morningstar Investment Management LLC Sells 62,972 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Morningstar Investment Management LLC lessened its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) by 61.6% in the fourth quarter, according to the company in its most recent 13F... More of this article »
Morningstar Investment Management LLC Decreases Position in Constellation Brands Inc $STZ
Morningstar Investment Management LLC cut its stake in Constellation Brands Inc (NYSE:STZ – Free Report) by 21.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Stevens Capital Management LP Sells 59,915 Shares of Alphabet Inc. $GOOGL
Stevens Capital Management LP trimmed its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 73.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
HBK Sorce Advisory LLC Sells 24,785 Shares of SPDR Nuveen ICE Municipal Bond ETF $TFI
HBK Sorce Advisory LLC lessened its position in SPDR Nuveen ICE Municipal Bond ETF (NYSEARCA:TFI – Free Report) by 10.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Hawkins (NASDAQ:HWKN) & Westlake Chemical Partners (NYSE:WLKP) Critical Review
Hawkins (NASDAQ:HWKN – Get Free Report) and Westlake Chemical Partners (NYSE:WLKP – Get Free Report) are both basic materials companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
Head to Head Review: Potomac Bancshares (OTCMKTS:PTBS) vs. Pioneer Bankshares (OTCMKTS:PNBI)
Volatility and Risk Potomac Bancshares has a beta of 0.22, meaning that its share price is 78% less volatile than the S&P 500. Comparatively, Pioneer Bankshares has a beta of 0.11, meaning that its share price is 89% less volatile... More of this article »
Pfizer Inc. (NYSE:PFE) Receives Average Recommendation of “Hold” from Analysts
Pfizer Inc. (NYSE:PFE – Get Free Report) has received a consensus recommendation of “Hold” from the twenty-one research firms that are covering the company, MarketBeat Ratings reports. Three investment analysts have... More of this article »
Reviewing Luxfer (NYSE:LXFR) & Kawasaki Heavy Industries (OTCMKTS:KWHIY)
Luxfer (NYSE:LXFR – Get Free Report) and Kawasaki Heavy Industries (OTCMKTS:KWHIY – Get Free Report) are both industrials companies, but which is the better investment? We will compare the two businesses based on the strength... More of this article »
Wellgistics Health (NASDAQ:WGRX) vs. Catalyst Pharmaceuticals (NASDAQ:CPRX) Financial Review
Catalyst Pharmaceuticals (NASDAQ:CPRX – Get Free Report) and Wellgistics Health (NASDAQ:WGRX – Get Free Report) are both medical companies, but which is the superior investment? We will compare the two businesses based... More of this article »
Interactive Financial Advisors Inc. Lowers Stock Holdings in iShares Russell 2000 Value ETF $IWN
Interactive Financial Advisors Inc. trimmed its stake in iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 42.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
LifePlan Investment Advisors Inc. Buys 13,168 Shares of Goldman Sachs MarketBeta U.S. Equity ETF $GSUS
LifePlan Investment Advisors Inc. lifted its stake in shares of Goldman Sachs MarketBeta U.S. Equity ETF (BATS:GSUS – Free Report) by 16.0% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Intermede Investment Partners Ltd Sells 15,266 Shares of Equifax, Inc. $EFX
Intermede Investment Partners Ltd cut its position in shares of Equifax, Inc. (NYSE:EFX – Free Report) by 4.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Interactive Financial Advisors Inc. Decreases Stock Holdings in Invesco QQQ $QQQ
Interactive Financial Advisors Inc. lessened its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 22.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Swedbank AB Raises Stake in Unum Group $UNM
Swedbank AB raised its position in Unum Group (NYSE:UNM – Free Report) by 148.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 467,505 shares... More of this article »
Simplify Asset Management Inc. Has $5.88 Million Stock Holdings in CVS Health Corporation $CVS
Simplify Asset Management Inc. cut its position in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 12.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Intuitive Surgical, Inc. $ISRG Shares Acquired by Simplify Asset Management Inc.
Simplify Asset Management Inc. increased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 92.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor ... More of this article »
Simplify Asset Management Inc. Purchases New Holdings in Oscar Health, Inc. $OSCR
Simplify Asset Management Inc. purchased a new stake in Oscar Health, Inc. (NYSE:OSCR – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Mineralys Therapeutics, Inc. $MLYS Shares Sold by Simplify Asset Management Inc.
Simplify Asset Management Inc. cut its holdings in shares of Mineralys Therapeutics, Inc. (NASDAQ:MLYS – Free Report) by 47.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Simplify Asset Management Inc. Boosts Stock Position in Penumbra, Inc. $PEN
Simplify Asset Management Inc. grew its stake in shares of Penumbra, Inc. (NYSE:PEN – Free Report) by 89.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Datadog, Inc. $DDOG Shares Purchased by PNC Financial Services Group Inc.
PNC Financial Services Group Inc. raised its position in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 16.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Jefferies Financial Group Inc. Has $13.46 Million Stake in Magnolia Oil & Gas Corp $MGY
Jefferies Financial Group Inc. raised its stake in shares of Magnolia Oil & Gas Corp (NYSE:MGY – Free Report) by 473.6% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 614,682... More of this article »
Legato Capital Management LLC Takes Position in Ameriprise Financial, Inc. $AMP
Legato Capital Management LLC purchased a new stake in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Jefferies Financial Group Inc. Grows Holdings in Agilent Technologies, Inc. $A
Jefferies Financial Group Inc. raised its position in Agilent Technologies, Inc. (NYSE:A – Free Report) by 44.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Jefferies Financial Group Inc. Takes $7.73 Million Position in USA Today Co. $TDAY
Jefferies Financial Group Inc. bought a new stake in USA Today Co. (NYSE:TDAY – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 1,500,000 shares of... More of this article »
ThredUp Inc. (NASDAQ:TDUP) Receives Consensus Rating of “Moderate Buy” from Brokerages
ThredUp Inc. (NASDAQ:TDUP – Get Free Report) has been given an average rating of “Moderate Buy” by the seven analysts that are covering the stock, MarketBeat reports. One analyst has rated the stock with a sell... More of this article »
Analysts Set ArcelorMittal (NYSE:MT) Price Target at $61.07
Shares of ArcelorMittal (NYSE:MT – Get Free Report) have earned an average recommendation of “Hold” from the thirteen brokerages that are presently covering the company, MarketBeat.com reports. One investment analyst... More of this article »
Abivax SA Sponsored ADR $ABVX Position Boosted by Legato Capital Management LLC
Legato Capital Management LLC increased its holdings in Abivax SA Sponsored ADR (NASDAQ:ABVX – Free Report) by 316.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 10,648 shares of the... More of this article »
Quent Long Short Global Small Cap Fund LP Takes $4.75 Million Position in JPMorgan Chase & Co. $JPM
Quent Long Short Global Small Cap Fund LP acquired a new stake in JPMorgan Chase & Co. (NYSE:JPM) in the fourth quarter, HoldingsChannel.com reports. The fund acquired 14,731 shares of the financial services provider’s... More of this article »
Glenview Trust Co Decreases Holdings in Eli Lilly and Company $LLY
Glenview Trust Co trimmed its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 0.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 189,819 shares of the company’s... More of this article »
Northwestern Mutual Wealth Management Co. Sells 236,028 Shares of IQVIA Holdings Inc. $IQV
Northwestern Mutual Wealth Management Co. decreased its stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 93.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 15,700 shares of the medical research company’s... More of this article »
Cummins Inc. $CMI Shares Acquired by Fisher Asset Management LLC
Fisher Asset Management LLC grew its stake in Cummins Inc. (NYSE:CMI – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned... More of this article »
Clearstead Advisors LLC Has $16.37 Million Stock Position in ServiceNow, Inc. $NOW
Clearstead Advisors LLC lifted its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 412.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Edwards Lifesciences Corporation $EW Shares Acquired by HighTower Advisors LLC
HighTower Advisors LLC boosted its position in Edwards Lifesciences Corporation (NYSE:EW – Free Report) by 5.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
HighTower Advisors LLC Trims Stock Holdings in VanEck Intermediate Muni ETF $ITM
HighTower Advisors LLC lowered its holdings in VanEck Intermediate Muni ETF (BATS:ITM – Free Report) by 4.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Churchill Financial Advisors LLC Makes New $1.09 Million Investment in S&P Global Inc. $SPGI
Churchill Financial Advisors LLC purchased a new position in S&P Global Inc. (NYSE:SPGI – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Manhattan West Asset Management LLC Has $18.06 Million Holdings in Amazon.com, Inc. $AMZN
Manhattan West Asset Management LLC trimmed its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 4.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 78,240 shares of the e-commerce giant’s... More of this article »
FFT Wealth Management LLC Has $359,000 Stake in Eli Lilly and Company $LLY
FFT Wealth Management LLC trimmed its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 82.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 334 shares of the company’s... More of this article »
ITT Inc. (NYSE:ITT) Given Average Rating of “Moderate Buy” by Brokerages
ITT Inc. (NYSE:ITT – Get Free Report) has earned a consensus recommendation of “Moderate Buy” from the eleven research firms that are presently covering the stock, MarketBeat reports. One research analyst has rated... More of this article »
Northrop Grumman Corporation (NYSE:NOC) Given Average Rating of “Moderate Buy” by Brokerages
Shares of Northrop Grumman Corporation (NYSE:NOC – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the twenty analysts that are currently covering the firm, Marketbeat reports. Eight... More of this article »
AGCO Corporation (NYSE:AGCO) Receives $124.73 Average Price Target from Brokerages
AGCO Corporation (NYSE:AGCO – Get Free Report) has earned a consensus recommendation of “Hold” from the twelve analysts that are presently covering the stock, Marketbeat Ratings reports. Two analysts have rated the... More of this article »
GeoSphere Capital Management LLC Sells 150,000 Shares of NexGen Energy $NXE
GeoSphere Capital Management LLC reduced its position in shares of NexGen Energy (NYSE:NXE – Free Report) by 27.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 400,000 shares of the company’s stock after... More of this article »
Core Natural Resources, Inc. $CNR is GeoSphere Capital Management LLC’s 3rd Largest Position
GeoSphere Capital Management LLC boosted its stake in Core Natural Resources, Inc. (NYSE:CNR – Free Report) by 41.7% in the fourth quarter, Holdings Channel reports. The fund owned 85,000 shares of the energy company’s... More of this article »
Norfolk Southern Corporation $NSC Stock Holdings Lessened by Clearstead Advisors LLC
Clearstead Advisors LLC reduced its holdings in Norfolk Southern Corporation (NYSE:NSC – Free Report) by 5.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 264,937 shares of the railroad... More of this article »
Churchill Financial Advisors LLC Invests $2.32 Million in iShares Core S&P Mid-Cap ETF $IJH
Churchill Financial Advisors LLC acquired a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Churchill Financial Advisors LLC Makes New $6.59 Million Investment in Vanguard Extended Market ETF $VXF
Churchill Financial Advisors LLC purchased a new position in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 31,499 shares of the... More of this article »
Head to Head Survey: Peoples Bancorp of North Carolina (NASDAQ:PEBK) versus Republic Bancorp (NASDAQ:RBCAA)
Peoples Bancorp of North Carolina (NASDAQ:PEBK – Get Free Report) and Republic Bancorp (NASDAQ:RBCAA – Get Free Report) are both small-cap finance companies, but which is the superior business? We will contrast the two... More of this article »