Home » Author Archive

Image for Financial Survey: Tokio Marine (OTCMKTS:TKOMY) versus Ryan Specialty (NYSE:RYAN)

Financial Survey: Tokio Marine (OTCMKTS:TKOMY) versus Ryan Specialty (NYSE:RYAN)

Tokio Marine (OTCMKTS:TKOMY – Get Free Report) and Ryan Specialty (NYSE:RYAN – Get Free Report) are both finance companies, but which is the superior investment? We will contrast the two businesses based on the strength... More of this article »
Image for Broadcom Inc. $AVGO Stock Purchased by Tectonic Advisors LLC

Broadcom Inc. $AVGO Stock Purchased by Tectonic Advisors LLC

Tectonic Advisors LLC boosted its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 7.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Schwab U.S. TIPS ETF $SCHP Position Raised by Stash Investments LLC

Schwab U.S. TIPS ETF $SCHP Position Raised by Stash Investments LLC

Stash Investments LLC boosted its holdings in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 184.3% during the third quarter, Holdings Channel.com reports. The firm owned 36,474 shares of the company’s stock after... More of this article »
Image for Linde PLC $LIN Shares Newly Purchased by Oppenheimer & Co. Inc.

Linde PLC $LIN Shares Newly Purchased by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. acquired a new stake in Linde PLC (NASDAQ:LIN – Free Report) in the 3rd quarter, Holdings Channel.com reports. The firm acquired 22,322 shares of the basic materials company’s stock, valued at... More of this article »
Image for 3,633 Visa Inc. $V Shares Acquired by Park Avenue Securities LLC

3,633 Visa Inc. $V Shares Acquired by Park Avenue Securities LLC

Park Avenue Securities LLC lifted its stake in shares of Visa Inc. (NYSE:V – Free Report) by 4.0% in the third quarter, according to its most recent filing with the SEC. The fund owned 93,645 shares of the credit-card processor’s... More of this article »
Image for Lockheed Martin Corporation $LMT Shares Sold by Oppenheimer & Co. Inc.

Lockheed Martin Corporation $LMT Shares Sold by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. lessened its stake in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 7.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Avery Dennison Corporation $AVY Stock Sold by Sterling Capital Management LLC

Avery Dennison Corporation $AVY Stock Sold by Sterling Capital Management LLC

Sterling Capital Management LLC cut its holdings in Avery Dennison Corporation (NYSE:AVY – Free Report) by 74.1% during the third quarter, Holdings Channel reports. The firm owned 4,671 shares of the industrial products company’s... More of this article »
Image for Union Pacific Corporation $UNP Stock Sold by Sterling Capital Management LLC

Union Pacific Corporation $UNP Stock Sold by Sterling Capital Management LLC

Sterling Capital Management LLC lessened its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 38.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Madison Square Garden (MSGS) Projected to Release Quarterly Earnings on Friday

Madison Square Garden (MSGS) Projected to Release Quarterly Earnings on Friday

Madison Square Garden (NYSE:MSGS – Get Free Report) is projected to issue its Q1 2027 results before the market opens on Friday, October 30th. Analysts expect the company to announce earnings of ($1.09) per share and revenue... More of this article »
Image for Coca-Cola Company (The) $KO Shares Acquired by Verdence Capital Advisors LLC

Coca-Cola Company (The) $KO Shares Acquired by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC increased its holdings in Coca-Cola Company (The) (NYSE:KO – Free Report) by 19.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Old Dominion Freight Line (NASDAQ:ODFL) Shares Break Above 50-Day Moving Average – Here’s Why

Old Dominion Freight Line (NASDAQ:ODFL) Shares Break Above 50-Day Moving Average – Here’s Why

Old Dominion Freight Line, Inc. (NASDAQ:ODFL – Get Free Report)’s share price crossed above its 50-day moving average during trading on Tuesday. The stock has a 50-day moving average of $185.54 and traded as high as $187.52.... More of this article »
Image for iShares Broad USD Investment Grade Corporate Bond ETF (NASDAQ:USIG) Stock Price Cross Above 50-Day Moving Average – What’s Next?

iShares Broad USD Investment Grade Corporate Bond ETF (NASDAQ:USIG) Stock Price Cross Above 50-Day Moving Average – What’s Next?

iShares Broad USD Investment Grade Corporate Bond ETF (NASDAQ:USIG – Get Free Report) passed above its 50 day moving average during trading on Tuesday. The stock has a 50 day moving average of $49.47 and traded as high as $49.50.... More of this article »
Image for SunCoke Energy (NYSE:SXC) Stock Price Crosses Above 50 Day Moving Average – Here’s Why

SunCoke Energy (NYSE:SXC) Stock Price Crosses Above 50 Day Moving Average – Here’s Why

Shares of SunCoke Energy, Inc. (NYSE:SXC – Get Free Report) crossed above its 50 day moving average during trading on Tuesday. The stock has a 50 day moving average of $9.88 and traded as high as $11.12. SunCoke Energy shares... More of this article »
Image for Eversource Energy (NYSE:ES) Share Price Crosses Above 50 Day Moving Average – What’s Next?

Eversource Energy (NYSE:ES) Share Price Crosses Above 50 Day Moving Average – What’s Next?

Eversource Energy (NYSE:ES – Get Free Report)’s stock price crossed above its 50 day moving average during trading on Tuesday. The stock has a 50 day moving average of $67.71 and traded as high as $67.93. Eversource Energy... More of this article »
Image for Avantis Core Fixed Income ETF (NYSEARCA:AVIG) Stock Breaks Above 50 Day Moving Average – Time to Sell?

Avantis Core Fixed Income ETF (NYSEARCA:AVIG) Stock Breaks Above 50 Day Moving Average – Time to Sell?

Avantis Core Fixed Income ETF (NYSEARCA:AVIG – Get Free Report) crossed above its fifty day moving average during trading on Tuesday. The stock has a fifty day moving average of $40.03 and traded as high as $40.05. Avantis Core... More of this article »
Image for iShares U.S. Industrials ETF $IYJ Stock Position Lowered by Kingswood Wealth Advisors LLC

iShares U.S. Industrials ETF $IYJ Stock Position Lowered by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC lessened its stake in shares of iShares U.S. Industrials ETF (BATS:IYJ – Free Report) by 60.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Illumina, Inc. $ILMN Stock: Sigma Planning Corp Grows Stake

Illumina, Inc. $ILMN Stock: Sigma Planning Corp Grows Stake

Sigma Planning Corp increased its holdings in Illumina, Inc. (NASDAQ:ILMN – Free Report) by 91.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Vanguard S&P 500 ETF $VOO Stock Purchased by Kingswood Wealth Advisors LLC

Vanguard S&P 500 ETF $VOO Stock Purchased by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC increased its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 8.4% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for 8,020 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT Purchased by Leo Wealth LLC

8,020 Shares of Vanguard Intermediate-Term Corporate Bond ETF $VCIT Purchased by Leo Wealth LLC

Leo Wealth LLC bought a new stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for 60,047 Shares in Ares Capital Corporation $ARCC Bought by Simplicity Wealth LLC

60,047 Shares in Ares Capital Corporation $ARCC Bought by Simplicity Wealth LLC

Simplicity Wealth LLC acquired a new stake in shares of Ares Capital Corporation (NASDAQ:ARCC – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Insider Buying: Inchcape (LON:INCH) Insider Acquires 5,000 Shares of Stock

Insider Buying: Inchcape (LON:INCH) Insider Acquires 5,000 Shares of Stock

Inchcape plc (LON:INCH – Get Free Report) insider Byron Elmer Grote purchased 5,000 shares of Inchcape stock in a transaction dated Tuesday, October 27th. The stock was acquired at an average cost of GBX 645 per share, with a... More of this article »
Image for Charter Communications, Inc. $CHTR Stock: Signaturefd LLC Raises Holdings

Charter Communications, Inc. $CHTR Stock: Signaturefd LLC Raises Holdings

Signaturefd LLC increased its holdings in Charter Communications, Inc. (NASDAQ:CHTR – Free Report) by 1,107.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Signaturefd LLC Makes New $921,000 Investment in Cameco Corporation $CCJ

Signaturefd LLC Makes New $921,000 Investment in Cameco Corporation $CCJ

Signaturefd LLC purchased a new stake in Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 10,627 shares of the basic... More of this article »
Image for Signaturefd LLC Makes New Investment in iShares MSCI Emerging Markets ETF $EEM

Signaturefd LLC Makes New Investment in iShares MSCI Emerging Markets ETF $EEM

Signaturefd LLC bought a new position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The fund bought 17,521 shares of the exchange... More of this article »
Image for 5,797 Salesforce Inc. $CRM Shares Sold by Sigma Planning Corp

5,797 Salesforce Inc. $CRM Shares Sold by Sigma Planning Corp

Sigma Planning Corp trimmed its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 30.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Simplicity Wealth LLC Makes New Investment in Global X Russell 2000 Covered Call ETF $RYLD

Simplicity Wealth LLC Makes New Investment in Global X Russell 2000 Covered Call ETF $RYLD

Simplicity Wealth LLC purchased a new stake in shares of Global X Russell 2000 Covered Call ETF (NYSEARCA:RYLD – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Maryland Capital Advisors Inc. Sells 2,772 Shares of Apple Inc. $AAPL

Maryland Capital Advisors Inc. Sells 2,772 Shares of Apple Inc. $AAPL

Maryland Capital Advisors Inc. reduced its position in Apple Inc. (NASDAQ:AAPL – Free Report) by 6.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 41,490 shares of the iPhone maker’s... More of this article »
Image for Gadsden Dynamic Multi-Asset ETF (BATS:GDMA) Stock Short Interest Rises 255.2%

Gadsden Dynamic Multi-Asset ETF (BATS:GDMA) Stock Short Interest Rises 255.2%

Gadsden Dynamic Multi-Asset ETF (BATS:GDMA – Get Free Report) saw a significant growth in short interest in October. As of October 15th, there was short interest totaling 20,717 shares, a growth of 255.2% from the September 30th... More of this article »
Image for Franklin High Yield Corporate ETF (BATS:FLHY) Stock Short Interest Report for October

Franklin High Yield Corporate ETF (BATS:FLHY) Stock Short Interest Report for October

Franklin High Yield Corporate ETF (BATS:FLHY – Get Free Report) was the target of a large decline in short interest during the month of October. As of October 15th, there was short interest totaling 3,316 shares, a decline of... More of this article »
Image for Norwegian Cruise Line (NYSE:NCLH) Share Price Crosses Above 50 Day Moving Average – Here’s What Happened

Norwegian Cruise Line (NYSE:NCLH) Share Price Crosses Above 50 Day Moving Average – Here’s What Happened

Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH – Get Free Report)’s share price passed above its 50 day moving average during trading on Tuesday. The stock has a 50 day moving average of $15.39 and traded as high as $15.97.... More of this article »
Image for Mortgage Advice Bureau (LON:MAB1) Stock Price Breaks Above Fifty Day Moving Average – What’s Next?

Mortgage Advice Bureau (LON:MAB1) Stock Price Breaks Above Fifty Day Moving Average – What’s Next?

Mortgage Advice Bureau (Holdings) plc (LON:MAB1 – Get Free Report)’s stock price passed above its 50-day moving average during trading on Tuesday. The stock has a 50-day moving average of GBX 406.63 and traded as high as... More of this article »
Image for Floor & Decor (NYSE:FND) Stock Crosses Above 50 Day Moving Average – Here’s What Happened

Floor & Decor (NYSE:FND) Stock Crosses Above 50 Day Moving Average – Here’s What Happened

Floor & Decor Holdings, Inc. (NYSE:FND – Get Free Report) shares crossed above its fifty day moving average during trading on Tuesday. The stock has a fifty day moving average of $48.26 and traded as high as $48.40. Floor... More of this article »
Image for Hershey (HSY) Projected to Post Quarterly Earnings on Thursday

Hershey (HSY) Projected to Post Quarterly Earnings on Thursday

Hershey (NYSE:HSY – Get Free Report) is expected to post its Q3 2026 Prepared Remarks results before the market opens on Thursday, October 29th. Analysts expect Hershey to announce earnings of $2.11 per share and revenue of $3.25... More of this article »
Image for Snowflake Inc. $SNOW Stock: Simplicity Wealth LLC Raises Holdings

Snowflake Inc. $SNOW Stock: Simplicity Wealth LLC Raises Holdings

Simplicity Wealth LLC raised its position in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 93.9% in the third quarter, HoldingsChannel reports. The fund owned 3,346 shares of the company’s stock after acquiring... More of this article »
Image for Builders FirstSource, Inc. $BLDR Stock Acquired by Sterling Capital Management LLC

Builders FirstSource, Inc. $BLDR Stock Acquired by Sterling Capital Management LLC

Sterling Capital Management LLC lifted its holdings in shares of Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 408.1% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 16,015 shares... More of this article »
Image for Workiva Inc. (NYSE:WK) Stock Has Consensus Target Price of $87.00

Workiva Inc. (NYSE:WK) Stock Has Consensus Target Price of $87.00

Workiva Inc. (NYSE:WK – Get Free Report) has been given a consensus recommendation of “Moderate Buy” by the eleven research firms that are covering the firm, MarketBeat Ratings reports. Two equities research analysts... More of this article »
Image for SPDR Bloomberg 1-10 Year TIPS ETF $TIPX Shares Sold by Sowell Financial Services LLC

SPDR Bloomberg 1-10 Year TIPS ETF $TIPX Shares Sold by Sowell Financial Services LLC

Sowell Financial Services LLC trimmed its position in shares of SPDR Bloomberg 1-10 Year TIPS ETF (NYSEARCA:TIPX – Free Report) by 79.9% during the third quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for American Exceptionalism Acquisition Corp. $AEXA Stock Purchased by Graham Capital Wealth Management LLC

American Exceptionalism Acquisition Corp. $AEXA Stock Purchased by Graham Capital Wealth Management LLC

Graham Capital Wealth Management LLC raised its stake in American Exceptionalism Acquisition Corp. (NYSE:AEXA – Free Report) by 18.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Royal Bank Of Canada $RY Stock: Generali Asset Management SPA SGR Grows Position

Royal Bank Of Canada $RY Stock: Generali Asset Management SPA SGR Grows Position

Generali Asset Management SPA SGR boosted its position in shares of Royal Bank Of Canada (NYSE:RY – Free Report) (TSE:RY) by 6.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for TotalEnergies SE Sponsored ADR $TTE Stock: Generali Asset Management SPA SGR Decreases Position

TotalEnergies SE Sponsored ADR $TTE Stock: Generali Asset Management SPA SGR Decreases Position

Generali Asset Management SPA SGR cut its holdings in TotalEnergies SE Sponsored ADR (NYSE:TTE – Free Report) by 8.4% during the third quarter, Holdings Channel reports. The institutional investor owned 1,162,304 shares of the... More of this article »
Image for Great Lakes Retirement Inc. Makes New Investment in Motorola Solutions, Inc. $MSI

Great Lakes Retirement Inc. Makes New Investment in Motorola Solutions, Inc. $MSI

Great Lakes Retirement Inc. purchased a new position in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for 28,149 Shares of iShares S&P Small-Cap 600 Value ETF $IJS Bought by Evensky & Katz LLC

28,149 Shares of iShares S&P Small-Cap 600 Value ETF $IJS Bought by Evensky & Katz LLC

Evensky & Katz LLC purchased a new stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 28,149 shares of the... More of this article »
Image for TDK (TTDKY) Expected to Post Earnings on Friday

TDK (TTDKY) Expected to Post Earnings on Friday

TDK (OTCMKTS:TTDKY – Get Free Report) is anticipated to post its results after the market closes on Friday, October 30th. Analysts expect TDK to post earnings of $0.26 per share and revenue of $5.04 billion for the quarter. TDK... More of this article »
Image for Mitsubishi Chemical Group (MTLHF) Projected to Post Earnings on Wednesday

Mitsubishi Chemical Group (MTLHF) Projected to Post Earnings on Wednesday

Mitsubishi Chemical Group (OTCMKTS:MTLHF – Get Free Report) is projected to post its results after the market closes on Wednesday, November 4th. Analysts expect Mitsubishi Chemical Group to announce earnings of $0.1072 per share... More of this article »
Image for MercadoLibre, Inc. $MELI Stake Decreased by SBI Securities Co. Ltd.

MercadoLibre, Inc. $MELI Stake Decreased by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. trimmed its position in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 81.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Blackstone Inc. $BX Stock Sold by Fishman Jay A Ltd. MI

Blackstone Inc. $BX Stock Sold by Fishman Jay A Ltd. MI

Fishman Jay A Ltd. MI cut its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 2.9% during the 3rd quarter, Holdings Channel reports. The fund owned 349,571 shares of the asset manager’s stock after selling 10,338... More of this article »
Image for Dime Community Bancshares (NASDAQ:DCOM) Director Basswood Capital Management, L Sells 90,000 Shares of Stock

Dime Community Bancshares (NASDAQ:DCOM) Director Basswood Capital Management, L Sells 90,000 Shares of Stock

Dime Community Bancshares, Inc. (NASDAQ:DCOM – Get Free Report) Director Basswood Capital Management, L sold 90,000 shares of the firm’s stock in a transaction dated Friday, October 23rd. The stock was sold at an average... More of this article »
Image for Rayonier Inc. $RYN Shares Sold by Nisa Investment Advisors LLC

Rayonier Inc. $RYN Shares Sold by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC lowered its position in shares of Rayonier Inc. (NYSE:RYN – Free Report) by 46.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for 6,262 Ameren Corporation $AEE Shares Purchased by Harrison Street Private Wealth LLC

6,262 Ameren Corporation $AEE Shares Purchased by Harrison Street Private Wealth LLC

Harrison Street Private Wealth LLC grew its position in shares of Ameren Corporation (NYSE:AEE – Free Report) by 29.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for 59,215 Coastal Financial Corporation $CCB Shares Acquired by Graham Capital Wealth Management LLC

59,215 Coastal Financial Corporation $CCB Shares Acquired by Graham Capital Wealth Management LLC

Graham Capital Wealth Management LLC increased its stake in Coastal Financial Corporation (NASDAQ:CCB – Free Report) by 116.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »