Home » Author Archive
Ellerson Group Inc. ADV Cuts Position in DexCom, Inc. $DXCM
Ellerson Group Inc. ADV trimmed its position in DexCom, Inc. (NASDAQ:DXCM – Free Report) by 22.0% during the fourth quarter, HoldingsChannel.com reports. The firm owned 53,403 shares of the medical device company’s stock... More of this article »
Diversified Portfolios Inc. Has $103.89 Million Holdings in JPMorgan Active Bond ETF $JBND
Diversified Portfolios Inc. increased its position in JPMorgan Active Bond ETF (NYSEARCA:JBND – Free Report) by 5.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 1,921,439 shares of the company’s stock... More of this article »
SPDR Nuveen ICE High Yield Municipal Bond ETF $HYMB Shares Bought by Diversified Portfolios Inc.
Diversified Portfolios Inc. raised its holdings in SPDR Nuveen ICE High Yield Municipal Bond ETF (NYSEARCA:HYMB – Free Report) by 40.1% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Weekly Research Analysts’ Ratings Updates for Kodiak AI (KDK)
Several analysts have recently updated their ratings and price targets for Kodiak AI (NASDAQ: KDK): 5/17/2026 – Kodiak AI was upgraded by Wall Street Zen from “sell” to “hold”. 5/13/2026 – Kodiak... More of this article »
Aegon (NYSE:AEG) Stock Passes Above 200 Day Moving Average – Here’s Why
Aegon NV (NYSE:AEG – Get Free Report)’s stock price crossed above its 200-day moving average during trading on Monday . The stock has a 200-day moving average of $7.69 and traded as high as $8.65. Aegon shares last traded... More of this article »
Fomento Economico Mexicano (NYSE:FMX) Stock Price Passes Above Two Hundred Day Moving Average – Here’s What Happened
Fomento Economico Mexicano S.A.B. de C.V. (NYSE:FMX – Get Free Report) shares crossed above its two hundred day moving average during trading on Monday . The stock has a two hundred day moving average of $107.66 and traded as... More of this article »
Comparing MainStreet Bank (NASDAQ:MNSB) & Community Heritage Financial (OTCMKTS:CMHF)
MainStreet Bank (NASDAQ:MNSB – Get Free Report) and Community Heritage Financial (OTCMKTS:CMHF – Get Free Report) are both small-cap finance companies, but which is the superior investment? We will compare the two companies... More of this article »
Contrasting Apyx Medical (NASDAQ:APYX) and Valneva (NASDAQ:VALN)
Apyx Medical (NASDAQ:APYX – Get Free Report) and Valneva (NASDAQ:VALN – Get Free Report) are both small-cap medical companies, but which is the superior stock? We will contrast the two companies based on the strength of... More of this article »
Cresud S.A.C.I.F. y A. (NASDAQ:CRESY) and Bioceres Crop Solutions (NASDAQ:BIOX) Critical Survey
Cresud S.A.C.I.F. y A. (NASDAQ:CRESY – Get Free Report) and Bioceres Crop Solutions (NASDAQ:BIOX – Get Free Report) are both small-cap consumer staples companies, but which is the superior stock? We will compare the two... More of this article »
Head to Head Comparison: BrewBilt Manufacturing (BBRW) & Its Peers
Risk and Volatility BrewBilt Manufacturing has a beta of 2.22, indicating that its share price is 122% more volatile than the S&P 500. Comparatively, BrewBilt Manufacturing’s peers have a beta of 14.46, indicating that their... More of this article »
Head-To-Head Survey: Tower Semiconductor (NASDAQ:TSEM) and IQE (OTCMKTS:IQEPF)
Tower Semiconductor (NASDAQ:TSEM – Get Free Report) and IQE (OTCMKTS:IQEPF – Get Free Report) are both computer and technology companies, but which is the superior business? We will compare the two companies based on the... More of this article »
Comparing Ellington Financial (NYSE:EFC) and Annaly Capital Management (NYSE:NLY)
Annaly Capital Management (NYSE:NLY – Get Free Report) and Ellington Financial (NYSE:EFC – Get Free Report) are both finance companies, but which is the superior business? We will compare the two companies based on the... More of this article »
Intel CEO Touts Balance Sheet Progress, Foundry Gains and AI CPU Demand
Intel (NASDAQ:INTC) Chief Executive Officer Lip-Bu Tan said the company has made progress on strengthening its balance sheet, improving execution and rebuilding customer trust, while acknowledging that its foundry ambitions remain... More of this article »
Diamond Estates Wines & Spirits (CVE:DWS) Hits New 1-Year Low – Here’s Why
Diamond Estates Wines & Spirits Inc. (CVE:DWS – Get Free Report)’s share price reached a new 52-week low during mid-day trading on Monday . The company traded as low as C$0.14 and last traded at C$0.14, with a volume... More of this article »
Financial Contrast: Kyntra Bio (NASDAQ:KYNB) and Evofem Biosciences (NASDAQ:EVFM)
Kyntra Bio (NASDAQ:KYNB – Get Free Report) and Evofem Biosciences (NASDAQ:EVFM – Get Free Report) are both small-cap manufacturing companies, but which is the better stock? We will compare the two companies based on the... More of this article »
Equities Research Analysts’ Price Target Changes for May 25th (AEM, BDT, CAE, CSU, LAC, LSPD, VNP)
Equities Research Analysts’ price target changes for Monday, May 25th: Agnico Eagle Mines (TSE:AEM) (NYSE:AEM) was given a C$350.00 price target by analysts at National Bank Financial. The firm currently has an outperform rating... More of this article »
Analyzing Sysco (NYSE:SYY) and Freshpet (NASDAQ:FRPT)
Sysco (NYSE:SYY – Get Free Report) and Freshpet (NASDAQ:FRPT – Get Free Report) are both consumer staples companies, but which is the superior business? We will compare the two companies based on the strength of their risk,... More of this article »
Reviewing Rocket Lab (NASDAQ:RKLB) and Astronics (NASDAQ:ATRO)
Rocket Lab (NASDAQ:RKLB – Get Free Report) and Astronics (NASDAQ:ATRO – Get Free Report) are both aerospace companies, but which is the superior investment? We will contrast the two companies based on the strength of their... More of this article »
Head-To-Head Contrast: Fidus Investment (NASDAQ:FDUS) vs. TriplePoint Venture Growth BDC (NYSE:TPVG)
Fidus Investment (NASDAQ:FDUS – Get Free Report) and TriplePoint Venture Growth BDC (NYSE:TPVG – Get Free Report) are both small-cap finance companies, but which is the superior business? We will compare the two businesses... More of this article »
Reviewing Starbucks (NASDAQ:SBUX) & Chipotle Mexican Grill (NYSE:CMG)
Starbucks (NASDAQ:SBUX – Get Free Report) and Chipotle Mexican Grill (NYSE:CMG – Get Free Report) are both large-cap retail/wholesale companies, but which is the better stock? We will compare the two businesses based on... More of this article »
Head to Head Survey: Pershing Square (NYSE:PS) and Virtu Financial (NYSE:VIRT)
Pershing Square (NYSE:PS – Get Free Report) and Virtu Financial (NYSE:VIRT – Get Free Report) are both mid-cap financial services companies, but which is the better stock? We will compare the two businesses based on the... More of this article »
Narus Financial Partners LLC Cuts Holdings in Walmart Inc. $WMT
Narus Financial Partners LLC lowered its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 7.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Van Cleef Asset Management Inc Cuts Stake in Johnson & Johnson $JNJ
Van Cleef Asset Management Inc lowered its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 14.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Wealthquest Corp Makes New $1.88 Million Investment in Johnson & Johnson $JNJ
Wealthquest Corp acquired a new position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired... More of this article »
Meta Platforms, Inc. $META Shares Sold by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans lessened its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 12.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Simplify Asset Management Inc. Acquires 5,125 Shares of ServiceNow, Inc. $NOW
Simplify Asset Management Inc. increased its holdings in ServiceNow, Inc. (NYSE:NOW – Free Report) by 637.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Troy Asset Management Ltd Trims Position in McDonald’s Corporation $MCD
Troy Asset Management Ltd decreased its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 8.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Financial Review: Celcuity (NASDAQ:CELC) versus Eyepoint Pharmaceuticals (NASDAQ:EYPT)
Celcuity (NASDAQ:CELC – Get Free Report) and Eyepoint Pharmaceuticals (NASDAQ:EYPT – Get Free Report) are both medical companies, but which is the better investment? We will compare the two companies based on the strength... More of this article »
Westover Capital Advisors LLC Has $784,000 Position in T-Mobile US, Inc. $TMUS
Westover Capital Advisors LLC lowered its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 72.4% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 3,863 shares of... More of this article »
Todd Asset Management LLC Raises Holdings in Royal Caribbean Cruises Ltd. $RCL
Todd Asset Management LLC lifted its holdings in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 4.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Deere & Company $DE Shares Purchased by Glenview Trust Co
Glenview Trust Co increased its position in shares of Deere & Company (NYSE:DE – Free Report) by 3.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
The Home Depot, Inc. $HD Position Boosted by Fisher Asset Management LLC
Fisher Asset Management LLC lifted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,154,469 shares... More of this article »
Legal & General Group Plc Lowers Position in Abbott Laboratories $ABT
Legal & General Group Plc lessened its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 2.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,620,564... More of this article »
Itau Unibanco Holding S.A. $ITUB Shares Acquired by Todd Asset Management LLC
Todd Asset Management LLC lifted its position in Itau Unibanco Holding S.A. (NYSE:ITUB – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Todd Asset Management LLC Increases Holdings in Vipshop Holdings Limited $VIPS
Todd Asset Management LLC increased its position in Vipshop Holdings Limited (NYSE:VIPS – Free Report) by 5.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 2,766,841 shares of the... More of this article »
Northbridge Financial Group LLC Buys Shares of 14,744 Broadcom Inc. $AVGO
Northbridge Financial Group LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 14,744... More of this article »
Airbnb, Inc. $ABNB Shares Sold by Swedbank AB
Swedbank AB trimmed its position in shares of Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 70.1% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 236,249 shares of the company’s stock after... More of this article »
Assurant, Inc. $AIZ Shares Acquired by Systematic Financial Management LP
Systematic Financial Management LP increased its stake in Assurant, Inc. (NYSE:AIZ – Free Report) by 15.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 21,996 shares of the financial services provider’s... More of this article »
Swedbank AB Has $33.06 Million Holdings in Apollo Global Management Inc. $APO
Swedbank AB raised its position in Apollo Global Management Inc. (NYSE:APO – Free Report) by 182.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
DLocal Limited (DLO) to Issue Quarterly Dividend of $0.19 on June 10th
DLocal Limited (NASDAQ:DLO – Get Free Report) declared a quarterly dividend on Monday, March 16th. Shareholders of record on Wednesday, May 27th will be given a dividend of 0.1939 per share on Wednesday, June 10th. This represents... More of this article »
Invesco QQQ $QQQ Shares Sold by Mathes Company Inc.
Mathes Company Inc. cut its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 23.8% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 3,210 shares of the exchange traded fund’s... More of this article »
Legal & General Group Plc Has $713.44 Million Position in Blackstone Inc. $BX
Legal & General Group Plc reduced its stake in shares of Blackstone Inc. (NYSE:BX – Free Report) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
William Blair Investment Management LLC Buys 185,303 Shares of Alignment Healthcare, Inc. $ALHC
William Blair Investment Management LLC increased its stake in shares of Alignment Healthcare, Inc. (NASDAQ:ALHC – Free Report) by 8.7% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
William Blair Investment Management LLC Has $66.99 Million Position in Louisiana-Pacific Corporation $LPX
William Blair Investment Management LLC reduced its stake in shares of Louisiana-Pacific Corporation (NYSE:LPX – Free Report) by 10.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
UnitedHealth Group Incorporated $UNH Shares Sold by Legal & General Group Plc
Legal & General Group Plc decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
William Blair Investment Management LLC Trims Position in Arch Capital Group Ltd. $ACGL
William Blair Investment Management LLC lessened its position in shares of Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 14.6% in the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Carnival Corporation $CCL Stock Holdings Lessened by Thrivent Financial for Lutherans
Thrivent Financial for Lutherans trimmed its position in shares of Carnival Corporation (NYSE:CCL – Free Report) by 87.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Hantz Financial Services Inc. Sells 65,983 Shares of Abbott Laboratories $ABT
Hantz Financial Services Inc. trimmed its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 27.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »