Home » Author Archive

Image for Trailhead Planners LLC Invests $5.97 Million in Avantis Responsible International Equity ETF $AVSD

Trailhead Planners LLC Invests $5.97 Million in Avantis Responsible International Equity ETF $AVSD

Trailhead Planners LLC purchased a new position in Avantis Responsible International Equity ETF (NYSEARCA:AVSD – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for 10,079 Shares in Sempra Energy $SRE Acquired by Mosley Wealth Management

10,079 Shares in Sempra Energy $SRE Acquired by Mosley Wealth Management

Mosley Wealth Management acquired a new position in shares of Sempra Energy (NYSE:SRE – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 10,079 shares of the... More of this article »
Image for Xtract One Technologies Q3 Earnings Call Highlights

Xtract One Technologies Q3 Earnings Call Highlights

Xtract One Technologies (TSE:XTRA) reported record fiscal third-quarter revenue and reached positive adjusted EBITDA for the first time, as management said stronger production capacity helped the company convert more of its order... More of this article »
Image for Polen Capital Management LLC Lowers Position in Eli Lilly and Company $LLY

Polen Capital Management LLC Lowers Position in Eli Lilly and Company $LLY

Polen Capital Management LLC trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 23.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Polen Capital Management LLC Has $96.52 Million Stake in MercadoLibre, Inc. $MELI

Polen Capital Management LLC Has $96.52 Million Stake in MercadoLibre, Inc. $MELI

Polen Capital Management LLC trimmed its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 3.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for National Healthcare Properties (NHP) & The Competition Head to Head Comparison

National Healthcare Properties (NHP) & The Competition Head to Head Comparison

National Healthcare Properties (NASDAQ:NHP – 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 competitors? We will compare... More of this article »
Image for Fox Hill Wealth Management Purchases New Position in Core & Main, Inc. $CNM

Fox Hill Wealth Management Purchases New Position in Core & Main, Inc. $CNM

Fox Hill Wealth Management purchased a new stake in Core & Main, Inc. (NYSE:CNM – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 53,848 shares... More of this article »
Image for Mint Tower Capital Management B.V. Purchases New Position in Berto Acquisition Corp. $TACO

Mint Tower Capital Management B.V. Purchases New Position in Berto Acquisition Corp. $TACO

Mint Tower Capital Management B.V. purchased a new stake in shares of Berto Acquisition Corp. (NASDAQ:TACO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for International Money Express, Inc. $IMXI Shares Purchased by Mint Tower Capital Management B.V.

International Money Express, Inc. $IMXI Shares Purchased by Mint Tower Capital Management B.V.

Mint Tower Capital Management B.V. raised its stake in shares of International Money Express, Inc. (NASDAQ:IMXI – Free Report) by 12,761.7% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Mint Tower Capital Management B.V. Invests $2 Million in BTC Development Corp. $BDCI

Mint Tower Capital Management B.V. Invests $2 Million in BTC Development Corp. $BDCI

Mint Tower Capital Management B.V. purchased a new position in shares of BTC Development Corp. (NASDAQ:BDCI – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Mint Tower Capital Management B.V. Buys New Position in Twelve Seas Investment Company II $TWLVU

Mint Tower Capital Management B.V. Buys New Position in Twelve Seas Investment Company II $TWLVU

Mint Tower Capital Management B.V. bought a new stake in shares of Twelve Seas Investment Company II (NASDAQ:TWLVU – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 100,000 shares of the company’s... More of this article »
Image for 50,000 Shares in Warner Bros. Discovery, Inc. $WBD Purchased by Mint Tower Capital Management B.V.

50,000 Shares in Warner Bros. Discovery, Inc. $WBD Purchased by Mint Tower Capital Management B.V.

Mint Tower Capital Management B.V. acquired a new position in Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) during the 4th quarter, HoldingsChannel reports. The fund acquired 50,000 shares of the company’s stock,... More of this article »
Image for Principal Securities Inc. Buys 19,371 Shares of Vanguard Long-Term Treasury ETF $VGLT

Principal Securities Inc. Buys 19,371 Shares of Vanguard Long-Term Treasury ETF $VGLT

Principal Securities Inc. grew its stake in shares of Vanguard Long-Term Treasury ETF (NASDAQ:VGLT – Free Report) by 5.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Mint Tower Capital Management B.V. Purchases Shares of 250,000 Drugs Made In America Acquisition II Corp. $DMII

Mint Tower Capital Management B.V. Purchases Shares of 250,000 Drugs Made In America Acquisition II Corp. $DMII

Mint Tower Capital Management B.V. acquired a new stake in shares of Drugs Made In America Acquisition II Corp. (NASDAQ:DMII – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired... More of this article »
Image for Polen Capital Management LLC Has $699.90 Million Stake in Zoetis Inc. $ZTS

Polen Capital Management LLC Has $699.90 Million Stake in Zoetis Inc. $ZTS

Polen Capital Management LLC decreased its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 26.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 5,562,669 shares of the company’s... More of this article »
Image for Peterson Wealth Services Purchases 39,516 Shares of Matador Resources Company $MTDR

Peterson Wealth Services Purchases 39,516 Shares of Matador Resources Company $MTDR

Peterson Wealth Services grew its position in shares of Matador Resources Company (NYSE:MTDR – Free Report) by 333.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Sustainable Insight Capital Management LLC Lowers Position in Canadian Pacific Kansas City Limited $CP

Sustainable Insight Capital Management LLC Lowers Position in Canadian Pacific Kansas City Limited $CP

Sustainable Insight Capital Management LLC trimmed its stake in Canadian Pacific Kansas City Limited (NYSE:CP – Free Report) (TSE:CP) by 29.3% in the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Image for Sustainable Insight Capital Management LLC Has $775,000 Stake in Canadian Natural Resources Limited $CNQ

Sustainable Insight Capital Management LLC Has $775,000 Stake in Canadian Natural Resources Limited $CNQ

Sustainable Insight Capital Management LLC trimmed its stake in shares of Canadian Natural Resources Limited (NYSE:CNQ – Free Report) (TSE:CNQ) by 49.2% during the fourth quarter, according to its most recent disclosure with... More of this article »
Image for FS KKR Capital Corp. $FSK Shares Acquired by Kovack Advisors Inc.

FS KKR Capital Corp. $FSK Shares Acquired by Kovack Advisors Inc.

Kovack Advisors Inc. lifted its position in shares of FS KKR Capital Corp. (NYSE:FSK – Free Report) by 42.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Ullmann Wealth Partners Group LLC Has $85.30 Million Position in iShares U.S. Equity Factor ETF $LRGF

Ullmann Wealth Partners Group LLC Has $85.30 Million Position in iShares U.S. Equity Factor ETF $LRGF

Ullmann Wealth Partners Group LLC decreased its holdings in iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 13.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Image for Insider Buying: Kinsale Capital Group (NYSE:KNSL) CAO Purchases $100,320.00 in Stock

Insider Buying: Kinsale Capital Group (NYSE:KNSL) CAO Purchases $100,320.00 in Stock

Kinsale Capital Group, Inc. (NYSE:KNSL – Get Free Report) CAO Christopher Tangard bought 330 shares of the firm’s stock in a transaction dated Monday, June 8th. The stock was bought at an average cost of $304.00 per share,... More of this article »
Image for Kovack Advisors Inc. Has $6.75 Million Position in Invesco Aerospace & Defense ETF $PPA

Kovack Advisors Inc. Has $6.75 Million Position in Invesco Aerospace & Defense ETF $PPA

Kovack Advisors Inc. lifted its holdings in shares of Invesco Aerospace & Defense ETF (NYSEARCA:PPA – Free Report) by 964.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Oath Planning LLC Takes Position in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

Oath Planning LLC Takes Position in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

Oath Planning LLC purchased a new stake in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 15,816 shares... More of this article »
Image for Oath Planning LLC Acquires Shares of 221,758 VictoryShares Core Intermediate Bond ETF $UITB

Oath Planning LLC Acquires Shares of 221,758 VictoryShares Core Intermediate Bond ETF $UITB

Oath Planning LLC acquired a new stake in VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Monashee Investment Management LLC Takes Position in Immunome, Inc. $IMNM

Monashee Investment Management LLC Takes Position in Immunome, Inc. $IMNM

Monashee Investment Management LLC bought a new stake in Immunome, Inc. (NASDAQ:IMNM – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 274,861 shares of the company’s... More of this article »
Image for Nordson Corporation $NDSN Stock Position Raised by Logan Capital Management Inc.

Nordson Corporation $NDSN Stock Position Raised by Logan Capital Management Inc.

Logan Capital Management Inc. raised its position in shares of Nordson Corporation (NASDAQ:NDSN – Free Report) by 5.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Oath Planning LLC Purchases Shares of 27,454 Dimensional US Marketwide Value ETF $DFUV

Oath Planning LLC Purchases Shares of 27,454 Dimensional US Marketwide Value ETF $DFUV

Oath Planning LLC purchased a new stake in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Kovack Advisors Inc. Has $34.17 Million Stock Position in Invesco S&P 500 Momentum ETF $SPMO

Kovack Advisors Inc. Has $34.17 Million Stock Position in Invesco S&P 500 Momentum ETF $SPMO

Kovack Advisors Inc. lifted its stake in shares of Invesco S&P 500 Momentum ETF (NYSEARCA:SPMO – Free Report) by 20.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Manchester Financial Inc. Invests $627,000 in iShares 0-3 Month Treasury Bond ETF $SGOV

Manchester Financial Inc. Invests $627,000 in iShares 0-3 Month Treasury Bond ETF $SGOV

Manchester Financial Inc. acquired a new position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Mattson Financial Services LLC Takes $1.90 Million Position in Cintas Corporation $CTAS

Mattson Financial Services LLC Takes $1.90 Million Position in Cintas Corporation $CTAS

Mattson Financial Services LLC acquired a new position in Cintas Corporation (NASDAQ:CTAS – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Kuraray Co. (OTCMKTS:KURRY) Sees Large Growth in Short Interest

Kuraray Co. (OTCMKTS:KURRY) Sees Large Growth in Short Interest

Kuraray Co. (OTCMKTS:KURRY – Get Free Report) saw a large growth in short interest in May. As of May 29th, there was short interest totaling 65 shares, a growth of 195.5% from the May 14th total of 22 shares. Currently, 0.0%... More of this article »
Image for Short Interest in Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM) Increases By 191.6%

Short Interest in Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM) Increases By 191.6%

Invesco S&P SmallCap Value with Momentum ETF (NYSEARCA:XSVM – Get Free Report) was the recipient of a significant growth in short interest in May. As of May 29th, there was short interest totaling 18,671 shares, a growth... More of this article »
Image for Amplify Weight Loss Drug & Treatment ETF (NYSEARCA:THNR) Short Interest Update

Amplify Weight Loss Drug & Treatment ETF (NYSEARCA:THNR) Short Interest Update

Amplify Weight Loss Drug & Treatment ETF (NYSEARCA:THNR – Get Free Report) saw a significant growth in short interest during the month of May. As of May 29th, there was short interest totaling 3,889 shares, a growth of... More of this article »
Image for Invesco S&P SmallCap 600 Pure Growth ETF (NYSEARCA:RZG) Sees Significant Growth in Short Interest

Invesco S&P SmallCap 600 Pure Growth ETF (NYSEARCA:RZG) Sees Significant Growth in Short Interest

Invesco S&P SmallCap 600 Pure Growth ETF (NYSEARCA:RZG – Get Free Report) was the recipient of a significant growth in short interest in the month of May. As of May 29th, there was short interest totaling 3,579 shares, ... More of this article »
Image for Reviewing Sunny Optical Technology (Group) (OTCMKTS:SNPTF) & Evolus (NASDAQ:EOLS)

Reviewing Sunny Optical Technology (Group) (OTCMKTS:SNPTF) & Evolus (NASDAQ:EOLS)

Sunny Optical Technology (Group) (OTCMKTS:SNPTF – Get Free Report) and Evolus (NASDAQ:EOLS – Get Free Report) are both medical companies, but which is the superior business? We will compare the two businesses based on the... More of this article »
Image for Brokerages Set Biohaven Ltd. (NYSE:BHVN) Price Target at $22.27

Brokerages Set Biohaven Ltd. (NYSE:BHVN) Price Target at $22.27

Biohaven Ltd. (NYSE:BHVN – Get Free Report) has been assigned a consensus recommendation of “Moderate Buy” from the seventeen brokerages that are currently covering the firm, MarketBeat.com reports. One analyst ... More of this article »
Image for Talen Energy (NASDAQ:TLN) Stock Price Down 4.4%  – Should You Sell?

Talen Energy (NASDAQ:TLN) Stock Price Down 4.4% – Should You Sell?

Talen Energy Corporation (NASDAQ:TLN – Get Free Report)’s share price was down 4.4% during trading on Wednesday . The company traded as low as $345.05 and last traded at $342.8050. Approximately 42,543 shares changed hands... More of this article »
Image for Americold Realty Trust (NYSE:COLD) vs. Community Healthcare Trust (NYSE:CHCT) Financial Contrast

Americold Realty Trust (NYSE:COLD) vs. Community Healthcare Trust (NYSE:CHCT) Financial Contrast

Americold Realty Trust (NYSE:COLD – Get Free Report) and Community Healthcare Trust (NYSE:CHCT – Get Free Report) are both finance companies, but which is the better investment? We will compare the two companies based on... More of this article »
Image for AvePoint, Inc. (NASDAQ:AVPT) Given Average Recommendation of “Moderate Buy” by Brokerages

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

AvePoint, Inc. (NASDAQ:AVPT – Get Free Report) has received an average rating of “Moderate Buy” from the sixteen ratings firms that are currently covering the company, Marketbeat reports. Six research analysts have... More of this article »
Image for Critical Review: RiverNorth Capital and Income Fund (NYSE:RSF) & Global X Rare Earth & Critical Materials ETF (NASDAQ:EART)

Critical Review: RiverNorth Capital and Income Fund (NYSE:RSF) & Global X Rare Earth & Critical Materials ETF (NASDAQ:EART)

RiverNorth Capital and Income Fund (NYSE:RSF – Get Free Report) and Global X Rare Earth & Critical Materials ETF (NASDAQ:EART – Get Free Report) are both miscellaneous companies, but which is the superior stock? We... More of this article »
Image for Brokerages Set Sixth Street Specialty Lending, Inc. (NYSE:TSLX) Target Price at $19.83

Brokerages Set Sixth Street Specialty Lending, Inc. (NYSE:TSLX) Target Price at $19.83

Shares of Sixth Street Specialty Lending, Inc. (NYSE:TSLX – Get Free Report) have earned a consensus rating of “Moderate Buy” from the eight research firms that are presently covering the firm, Marketbeat.com reports.... More of this article »
Image for Maravai LifeSciences (NASDAQ:MRVI) Hits New 1-Year High  – Time to Buy?

Maravai LifeSciences (NASDAQ:MRVI) Hits New 1-Year High – Time to Buy?

Maravai LifeSciences Holdings, Inc. (NASDAQ:MRVI – Get Free Report)’s stock price hit a new 52-week high during mid-day trading on Wednesday . The stock traded as high as $5.27 and last traded at $5.2650, with a volume... More of this article »
Image for Wilmar International (OTCMKTS:WLMIY) Shares Gap Up   – What’s Next?

Wilmar International (OTCMKTS:WLMIY) Shares Gap Up – What’s Next?

Wilmar International Ltd. (OTCMKTS:WLMIY – Get Free Report)’s share price gapped up before the market opened on Wednesday . The stock had previously closed at $25.98, but opened at $27.1165. Wilmar International shares... More of this article »
Image for Ichor (NASDAQ:ICHR) Sets New 52-Week High  – Should You Buy?

Ichor (NASDAQ:ICHR) Sets New 52-Week High – Should You Buy?

Shares of Ichor Holdings, Ltd. (NASDAQ:ICHR – Get Free Report) reached a new 52-week high on Wednesday . The company traded as high as $79.70 and last traded at $79.96, with a volume of 347024 shares trading hands. The stock... More of this article »
Image for ICICI Prudential Asset Management Co Ltd Acquires New Stake in Motorola Solutions, Inc. $MSI

ICICI Prudential Asset Management Co Ltd Acquires New Stake in Motorola Solutions, Inc. $MSI

ICICI Prudential Asset Management Co Ltd acquired a new stake in Motorola Solutions, Inc. (NYSE:MSI – Free Report) 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 Polen Capital Management LLC Has $2.76 Million Holdings in The RealReal, Inc. $REAL

Polen Capital Management LLC Has $2.76 Million Holdings in The RealReal, Inc. $REAL

Polen Capital Management LLC boosted its holdings in shares of The RealReal, Inc. (NASDAQ:REAL – Free Report) by 142.9% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 175,088 shares... More of this article »
Image for Polen Capital Management LLC Grows Position in CLEAR Secure, Inc. $YOU

Polen Capital Management LLC Grows Position in CLEAR Secure, Inc. $YOU

Polen Capital Management LLC increased its position in shares of CLEAR Secure, Inc. (NYSE:YOU – Free Report) by 36.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 39,325 shares of the... More of this article »
Image for Insider Buying: Bankwell Financial Group (NASDAQ:BWFG) Director Buys $31,575.60 in Stock

Insider Buying: Bankwell Financial Group (NASDAQ:BWFG) Director Buys $31,575.60 in Stock

Bankwell Financial Group, Inc. (NASDAQ:BWFG – Get Free Report) Director Eric Dale bought 588 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were purchased at an average price of $53.70 per... More of this article »
Image for Insider Selling: Zillow Group (NASDAQ:Z) Director Sells $27,526.80 in Stock

Insider Selling: Zillow Group (NASDAQ:Z) Director Sells $27,526.80 in Stock

Zillow Group, Inc. (NASDAQ:Z – Get Free Report) Director Erik Blachford sold 791 shares of the business’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $34.80, for a... More of this article »
Image for Pentair plc $PNR Shares Purchased by Parnassus Investments LLC

Pentair plc $PNR Shares Purchased by Parnassus Investments LLC

Parnassus Investments LLC increased its position in shares of Pentair plc (NYSE:PNR – Free Report) by 6.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 456,104 shares of the industrial products company’s... More of this article »