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New Age Alpha Advisors LLC Cuts Position in American Express Company $AXP
New Age Alpha Advisors LLC cut its stake in American Express Company (NYSE:AXP – Free Report) by 20.9% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 21,169 shares... More of this article »
Procter & Gamble Company (The) $PG Stock Position Raised by Wealthquest Corp
Wealthquest Corp lifted its holdings in shares of Procter & Gamble Company (The) (NYSE:PG – Free Report) by 7.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
New Age Alpha Advisors LLC Sells 11,751 Shares of Walmart Inc. $WMT
New Age Alpha Advisors LLC decreased its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 7.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Swedbank AB Reduces Stock Holdings in Aflac Incorporated $AFL
Swedbank AB reduced its holdings in Aflac Incorporated (NYSE:AFL – Free Report) by 3.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 276,878 shares... More of this article »
Legal & General Group Plc Buys 62,817 Shares of Stryker Corporation $SYK
Legal & General Group Plc raised its stake in Stryker Corporation (NYSE:SYK – Free Report) by 2.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,366,107... More of this article »
Legal & General Group Plc Has $2.15 Billion Position in Costco Wholesale Corporation $COST
Legal & General Group Plc lessened its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
RHL Group LLC Buys New Position in Palantir Technologies Inc. $PLTR
RHL Group LLC bought a new stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
Wealthquest Corp Makes New $614,000 Investment in NextEra Energy, Inc. $NEE
Wealthquest Corp acquired a new position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 7,651 shares of the utilities provider’s stock, valued... More of this article »
Rio Tinto PLC $RIO Shares Sold by Todd Asset Management LLC
Todd Asset Management LLC lowered its position in shares of Rio Tinto PLC (NYSE:RIO – Free Report) by 0.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Sectoral Asset Management Inc. Sells 3,518 Shares of Astrazeneca Plc $AZN
Sectoral Asset Management Inc. lessened its holdings in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 18.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Sun Life Financial Inc. $SLF Shares Bought by Nicola Wealth Management LTD.
Nicola Wealth Management LTD. grew its stake in Sun Life Financial Inc. (NYSE:SLF – Free Report) (TSE:SLF) by 2.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Hantz Financial Services Inc. Sells 2,147 Shares of Caterpillar Inc. $CAT
Hantz Financial Services Inc. decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 7.7% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 25,658 shares... More of this article »
Best Virtual Reality Stocks To Follow Now – May 24th
Meta Platforms, The Glimpse Group, zSpace, and DIH Holding US are the seven Virtual Reality stocks to watch today, according to MarketBeat’s stock screener tool. Virtual reality stocks are shares of companies that develop,... More of this article »
Amphenol Corporation $APH Stake Reduced by Hantz Financial Services Inc.
Hantz Financial Services Inc. trimmed its holdings in Amphenol Corporation (NYSE:APH – Free Report) by 11.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Legal & General Group Plc Acquires 1,043,213 Shares of Tesla, Inc. $TSLA
Legal & General Group Plc lifted its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 5.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 20,181,227... More of this article »
Todd Asset Management LLC Cuts Stock Position in Incyte Corporation $INCY
Todd Asset Management LLC lowered its position in Incyte Corporation (NASDAQ:INCY – Free Report) by 17.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 283,463 shares of the biopharmaceutical... More of this article »
Todd Asset Management LLC Takes $26.15 Million Position in TKO Group Holdings, Inc. $TKO
Todd Asset Management LLC bought a new position in shares of TKO Group Holdings, Inc. (NYSE:TKO – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Todd Asset Management LLC Sells 22,841 Shares of Expedia Group, Inc. $EXPE
Todd Asset Management LLC lessened its position in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 16.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 114,374 shares of the online travel... More of this article »
Todd Asset Management LLC Sells 77,457 Shares of Petroleo Brasileiro S.A.- Petrobras $PBR
Todd Asset Management LLC trimmed its holdings in Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR – Free Report) by 2.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Todd Asset Management LLC Decreases Stake in Cummins Inc. $CMI
Todd Asset Management LLC reduced its position in Cummins Inc. (NYSE:CMI – Free Report) by 10.7% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 122,771 shares of the company’s... More of this article »
Todd Asset Management LLC Sells 19,388 Shares of Orix Corp Ads $IX
Todd Asset Management LLC trimmed its position in shares of Orix Corp Ads (NYSE:IX – Free Report) by 1.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Legal & General Group Plc Boosts Stock Holdings in Amgen Inc. $AMGN
Legal & General Group Plc boosted its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
William Blair Investment Management LLC Has $39.23 Million Holdings in Atlantic Union Bankshares Co. $AUB
William Blair Investment Management LLC raised its stake in Atlantic Union Bankshares Co. (NASDAQ:AUB – Free Report) by 8.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
William Blair Investment Management LLC Has $40.64 Million Stock Holdings in JBT Marel Corporation $JBTM
William Blair Investment Management LLC lessened its position in JBT Marel Corporation (NYSE:JBTM – Free Report) by 6.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
TD Private Client Wealth LLC Trims Holdings in Teradyne, Inc. $TER
TD Private Client Wealth LLC trimmed its position in Teradyne, Inc. (NASDAQ:TER – Free Report) by 93.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
William Blair Investment Management LLC Buys 10,863 Shares of Merit Medical Systems, Inc. $MMSI
William Blair Investment Management LLC grew its stake in Merit Medical Systems, Inc. (NASDAQ:MMSI – Free Report) by 1.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Guidewire Software, Inc. $GWRE Shares Sold by William Blair Investment Management LLC
William Blair Investment Management LLC cut its stake in Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 11.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
William Blair Investment Management LLC Sells 580,023 Shares of ACV Auctions Inc. $ACVA
William Blair Investment Management LLC decreased its position in ACV Auctions Inc. (NYSE:ACVA – Free Report) by 5.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Hantz Financial Services Inc. Grows Holdings in Intuitive Surgical, Inc. $ISRG
Hantz Financial Services Inc. raised its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 105.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Large Cap Stocks To Keep An Eye On – May 24th
NVIDIA, Micron Technology, Invesco QQQ, Tesla, Advanced Micro Devices, Sandisk, and Apple are the seven Large Cap stocks to watch today, according to MarketBeat’s stock screener tool. Large cap stocks are shares of companies... More of this article »
Morningstar Investment Management LLC Increases Stake in U.S. Bancorp $USB
Morningstar Investment Management LLC lifted its stake in U.S. Bancorp (NYSE:USB – Free Report) by 25.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 101,269... More of this article »
Thrivent Financial for Lutherans Grows Stock Holdings in Avery Dennison Corporation $AVY
Thrivent Financial for Lutherans raised its position in Avery Dennison Corporation (NYSE:AVY – Free Report) by 83.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Torm Plc $TRMD Shares Sold by UBS Group AG
UBS Group AG reduced its position in Torm Plc (NASDAQ:TRMD – Free Report) by 34.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned... More of this article »
45,320 Shares in Invesco S&P MidCap Value with Momentum ETF $XMVM Bought by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans bought a new stake in shares of Invesco S&P MidCap Value with Momentum ETF (NYSEARCA:XMVM – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
UBS Group AG Has $3.14 Million Stock Position in Chagee Holdings Limited – Sponsored ADR $CHA
UBS Group AG decreased its stake in Chagee Holdings Limited – Sponsored ADR (NASDAQ:CHA – Free Report) by 72.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Glenview Trust Co Raises Holdings in ExxonMobil Corporation $XOM
Glenview Trust Co grew its position in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Comparing Rithm Property Trust (RPT) and Its Rivals
Rithm Property Trust (NYSE:RPT – Get Free Report) is one of 27 publicly-traded companies in the “REAL ESTATE INVESTMENT TRUSTS” industry, but how does it weigh in compared to its rivals? We will compare Rithm Property... More of this article »
Legal & General Group Plc Acquires 586,558 Shares of The Charles Schwab Corporation $SCHW
Legal & General Group Plc increased its holdings in The Charles Schwab Corporation (NYSE:SCHW – Free Report) by 6.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
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 »