Home » Author Archive

Image for Jones Financial Companies Lllp Has $14.96 Million Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Jones Financial Companies Lllp Has $14.96 Million Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Jones Financial Companies Lllp boosted its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 60.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Image for Jacobi Capital Management LLC Trims Stock Position in Alibaba Group Holding Limited (NYSE:BABA)

Jacobi Capital Management LLC Trims Stock Position in Alibaba Group Holding Limited (NYSE:BABA)

Jacobi Capital Management LLC lessened its holdings in Alibaba Group Holding Limited (NYSE:BABA – Free Report) by 10.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for SBI Securities Co. Ltd. Takes $1.48 Million Position in Harmony Gold Mining Company Limited (NYSE:HMY)

SBI Securities Co. Ltd. Takes $1.48 Million Position in Harmony Gold Mining Company Limited (NYSE:HMY)

SBI Securities Co. Ltd. bought a new position in shares of Harmony Gold Mining Company Limited (NYSE:HMY – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL) Shares Acquired by Jones Financial Companies Lllp

Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL) Shares Acquired by Jones Financial Companies Lllp

Jones Financial Companies Lllp increased its holdings in Invesco Russell 1000 Dynamic Multifactor ETF (BATS:OMFL – Free Report) by 37.5% during the 4th quarter, according to its most recent 13F filing with the Securities &... More of this article »
Image for Jones Financial Companies Lllp Has $16.28 Million Stake in Accenture plc (NYSE:ACN)

Jones Financial Companies Lllp Has $16.28 Million Stake in Accenture plc (NYSE:ACN)

Jones Financial Companies Lllp grew its position in Accenture plc (NYSE:ACN – Free Report) by 24.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Nasdaq, Inc. (NASDAQ:NDAQ) Receives $86.88 Average PT from Analysts

Nasdaq, Inc. (NASDAQ:NDAQ) Receives $86.88 Average PT from Analysts

Nasdaq, Inc. (NASDAQ:NDAQ – Get Free Report) has received an average recommendation of “Moderate Buy” from the eighteen brokerages that are currently covering the company, Marketbeat Ratings reports. Four equities... More of this article »
Image for Appian Co. (NASDAQ:APPN) Given Average Recommendation of “Hold” by Analysts

Appian Co. (NASDAQ:APPN) Given Average Recommendation of “Hold” by Analysts

Appian Co. (NASDAQ:APPN – Get Free Report) has earned a consensus rating of “Hold” from the seven brokerages that are currently covering the stock, MarketBeat reports. One investment analyst has rated the stock... More of this article »
Image for Energy Transfer LP (NYSE:ET) Shares Acquired by SRS Capital Advisors Inc.

Energy Transfer LP (NYSE:ET) Shares Acquired by SRS Capital Advisors Inc.

SRS Capital Advisors Inc. increased its position in shares of Energy Transfer LP (NYSE:ET – Free Report) by 8.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for ITT Inc. (NYSE:ITT) Receives Consensus Rating of “Moderate Buy” from Brokerages

ITT Inc. (NYSE:ITT) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of ITT Inc. (NYSE:ITT – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the nine analysts that are currently covering the firm, MarketBeat reports. One analyst has rated the... More of this article »
Image for Detalus Advisors LLC Acquires 81 Shares of Philip Morris International Inc. (NYSE:PM)

Detalus Advisors LLC Acquires 81 Shares of Philip Morris International Inc. (NYSE:PM)

Detalus Advisors LLC grew its holdings in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 2.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Bailard Inc. Reduces Stock Position in Rambus Inc. (NASDAQ:RMBS)

Bailard Inc. Reduces Stock Position in Rambus Inc. (NASDAQ:RMBS)

Bailard Inc. reduced its position in shares of Rambus Inc. (NASDAQ:RMBS – Free Report) by 5.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for Bailard Inc. Sells 20,212 Shares of Upwork Inc. (NASDAQ:UPWK)

Bailard Inc. Sells 20,212 Shares of Upwork Inc. (NASDAQ:UPWK)

Bailard Inc. lowered its position in Upwork Inc. (NASDAQ:UPWK – Free Report) by 18.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 90,197 shares of the company’s... More of this article »
Image for Unified Investment Management Acquires New Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

Unified Investment Management Acquires New Holdings in iShares Short Duration Bond Active ETF (BATS:NEAR)

Unified Investment Management bought a new stake in iShares Short Duration Bond Active ETF (BATS:NEAR – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Unified Investment Management Takes $447,000 Position in Saba Closed-End Funds ETF (BATS:CEFS)

Unified Investment Management Takes $447,000 Position in Saba Closed-End Funds ETF (BATS:CEFS)

Unified Investment Management bought a new stake in shares of Saba Closed-End Funds ETF (BATS:CEFS – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Unified Investment Management Purchases New Holdings in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)

Unified Investment Management Purchases New Holdings in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS)

Unified Investment Management acquired a new stake in Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 26,600... More of this article »
Image for Bouchey Financial Group Ltd Has $2.05 Million Stake in Alphabet Inc. (NASDAQ:GOOG)

Bouchey Financial Group Ltd Has $2.05 Million Stake in Alphabet Inc. (NASDAQ:GOOG)

Bouchey Financial Group Ltd raised its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Sage Rhino Capital LLC Buys 49,303 Shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Sage Rhino Capital LLC Buys 49,303 Shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Sage Rhino Capital LLC lifted its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 96.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Bravias Capital Group LLC Takes Position in Pacer Swan SOS Moderate (January) ETF (BATS:PSMD)

Bravias Capital Group LLC Takes Position in Pacer Swan SOS Moderate (January) ETF (BATS:PSMD)

Bravias Capital Group LLC bought a new stake in Pacer Swan SOS Moderate (January) ETF (BATS:PSMD – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Teradata Co. (NYSE:TDC) Shares Sold by Marathon Asset Management Ltd

Teradata Co. (NYSE:TDC) Shares Sold by Marathon Asset Management Ltd

Marathon Asset Management Ltd reduced its stake in shares of Teradata Co. (NYSE:TDC – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Shared Vision Wealth Group LLC Grows Stock Holdings in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

Shared Vision Wealth Group LLC Grows Stock Holdings in iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU)

Shared Vision Wealth Group LLC grew its holdings in shares of iShares MSCI Intl Value Factor ETF (NYSEARCA:IVLU – Free Report) by 22.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Bravias Capital Group LLC Takes Position in Cambria Value and Momentum ETF (BATS:VAMO)

Bravias Capital Group LLC Takes Position in Cambria Value and Momentum ETF (BATS:VAMO)

Bravias Capital Group LLC acquired a new position in Cambria Value and Momentum ETF (BATS:VAMO – 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 Schechter Investment Advisors LLC Sells 17,795 Shares of Melar Acquisition Corp. I (NASDAQ:MACI)

Schechter Investment Advisors LLC Sells 17,795 Shares of Melar Acquisition Corp. I (NASDAQ:MACI)

Schechter Investment Advisors LLC reduced its position in Melar Acquisition Corp. I (NASDAQ:MACI – Free Report) by 5.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Marathon Asset Management Ltd Sells 46,981 Shares of Royalty Pharma plc (NASDAQ:RPRX)

Marathon Asset Management Ltd Sells 46,981 Shares of Royalty Pharma plc (NASDAQ:RPRX)

Marathon Asset Management Ltd cut its holdings in Royalty Pharma plc (NASDAQ:RPRX – Free Report) by 6.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) Stake Trimmed by Financial Council LLC

iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG) Stake Trimmed by Financial Council LLC

Financial Council LLC lessened its holdings in shares of iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 0.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Winslow Asset Management Inc. Buys 305 Shares of The Walt Disney Company (NYSE:DIS)

Winslow Asset Management Inc. Buys 305 Shares of The Walt Disney Company (NYSE:DIS)

Winslow Asset Management Inc. grew its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for QRG Capital Management Inc. Grows Position in Corteva, Inc. (NYSE:CTVA)

QRG Capital Management Inc. Grows Position in Corteva, Inc. (NYSE:CTVA)

QRG Capital Management Inc. raised its position in Corteva, Inc. (NYSE:CTVA – Free Report) by 4.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Wernau Asset Management Inc. Acquires Shares of 98,517 Bank of America Co. (NYSE:BAC)

Wernau Asset Management Inc. Acquires Shares of 98,517 Bank of America Co. (NYSE:BAC)

Wernau Asset Management Inc. bought a new position in Bank of America Co. (NYSE:BAC) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Interactive Financial Advisors Inc. Sells 1,860 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Interactive Financial Advisors Inc. Sells 1,860 Shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Interactive Financial Advisors Inc. lowered its stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 5.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for 38,192 Shares in Element Solutions Inc (NYSE:ESI) Purchased by NINE MASTS CAPITAL Ltd

38,192 Shares in Element Solutions Inc (NYSE:ESI) Purchased by NINE MASTS CAPITAL Ltd

NINE MASTS CAPITAL Ltd purchased a new stake in Element Solutions Inc (NYSE:ESI – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 38,192 shares... More of this article »
Image for Short Interest in Auxly Cannabis Group Inc. (OTCMKTS:CBWTF) Decreases By 28.7%

Short Interest in Auxly Cannabis Group Inc. (OTCMKTS:CBWTF) Decreases By 28.7%

Auxly Cannabis Group Inc. (OTCMKTS:CBWTF – Get Free Report) was the recipient of a large decline in short interest in the month of February. As of February 15th, there was short interest totalling 228,700 shares, a decline of... More of this article »
Image for China Oilfield Services Limited (OTCMKTS:CHOLF) Short Interest Up 45.8% in February

China Oilfield Services Limited (OTCMKTS:CHOLF) Short Interest Up 45.8% in February

China Oilfield Services Limited (OTCMKTS:CHOLF – Get Free Report) was the recipient of a large increase in short interest in February. As of February 15th, there was short interest totalling 878,000 shares, an increase of 45.8%... More of this article »
Image for Bailard Inc. Raises Position in Atlassian Co. (NASDAQ:TEAM)

Bailard Inc. Raises Position in Atlassian Co. (NASDAQ:TEAM)

Bailard Inc. raised its holdings in shares of Atlassian Co. (NASDAQ:TEAM – Free Report) by 347.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Brokerages Set Columbia Banking System, Inc. (NASDAQ:COLB) Target Price at $30.38

Brokerages Set Columbia Banking System, Inc. (NASDAQ:COLB) Target Price at $30.38

Columbia Banking System, Inc. (NASDAQ:COLB – Get Free Report) has earned a consensus recommendation of “Hold” from the thirteen analysts that are currently covering the stock, MarketBeat.com reports. Nine research... More of this article »
Image for Norden Group LLC Sells 95 Shares of Watts Water Technologies, Inc. (NYSE:WTS)

Norden Group LLC Sells 95 Shares of Watts Water Technologies, Inc. (NYSE:WTS)

Norden Group LLC decreased its position in shares of Watts Water Technologies, Inc. (NYSE:WTS – Free Report) by 2.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Norden Group LLC Has $1.01 Million Stock Position in The AZEK Company Inc. (NYSE:AZEK)

Norden Group LLC Has $1.01 Million Stock Position in The AZEK Company Inc. (NYSE:AZEK)

Norden Group LLC increased its stake in shares of The AZEK Company Inc. (NYSE:AZEK – Free Report) by 2.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Image for 366 Shares in Public Storage (NYSE:PSA) Acquired by Kohmann Bosshard Financial Services LLC

366 Shares in Public Storage (NYSE:PSA) Acquired by Kohmann Bosshard Financial Services LLC

Kohmann Bosshard Financial Services LLC purchased a new position in Public Storage (NYSE:PSA – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Image for Gentry Private Wealth LLC Makes New $213,000 Investment in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Gentry Private Wealth LLC Makes New $213,000 Investment in iShares MSCI USA Momentum Factor ETF (BATS:MTUM)

Gentry Private Wealth LLC purchased a new stake in iShares MSCI USA Momentum Factor ETF (BATS:MTUM – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 1,031 shares of the... More of this article »
Image for Jacobi Capital Management LLC Sells 187 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Jacobi Capital Management LLC Sells 187 Shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Jacobi Capital Management LLC cut its position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 9.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Flputnam Investment Management Co. Decreases Holdings in Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF)

Flputnam Investment Management Co. Decreases Holdings in Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF)

Flputnam Investment Management Co. trimmed its stake in shares of Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF – Free Report) by 2.0% during the 4th quarter, according to the company in its most recent Form 13F filing... More of this article »
Image for Flputnam Investment Management Co. Sells 5,794 Shares of Mettler-Toledo International Inc. (NYSE:MTD)

Flputnam Investment Management Co. Sells 5,794 Shares of Mettler-Toledo International Inc. (NYSE:MTD)

Flputnam Investment Management Co. reduced its holdings in shares of Mettler-Toledo International Inc. (NYSE:MTD – Free Report) by 90.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Flputnam Investment Management Co. Has $1.28 Million Position in S&P Global Inc. (NYSE:SPGI)

Flputnam Investment Management Co. Has $1.28 Million Position in S&P Global Inc. (NYSE:SPGI)

Flputnam Investment Management Co. increased its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Flputnam Investment Management Co. Increases Position in Cognizant Technology Solutions Co. (NASDAQ:CTSH)

Flputnam Investment Management Co. Increases Position in Cognizant Technology Solutions Co. (NASDAQ:CTSH)

Flputnam Investment Management Co. raised its holdings in shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH – Free Report) by 61.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Sage Rhino Capital LLC Has $478,000 Holdings in Newmont Co. (NYSE:NEM)

Sage Rhino Capital LLC Has $478,000 Holdings in Newmont Co. (NYSE:NEM)

Sage Rhino Capital LLC lessened its position in shares of Newmont Co. (NYSE:NEM – Free Report) by 3.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 12,830 shares of the basic materials... More of this article »
Image for Kohmann Bosshard Financial Services LLC Reduces Stock Holdings in Standex International Co. (NYSE:SXI)

Kohmann Bosshard Financial Services LLC Reduces Stock Holdings in Standex International Co. (NYSE:SXI)

Kohmann Bosshard Financial Services LLC lessened its holdings in shares of Standex International Co. (NYSE:SXI – Free Report) by 36.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Cantex Mine Development (CVE:CD) Stock Price Up 24.1%  – Still a Buy?

Cantex Mine Development (CVE:CD) Stock Price Up 24.1% – Still a Buy?

Cantex Mine Development Corp. (CVE:CD – Get Free Report)’s stock price rose 24.1% on Saturday . The stock traded as high as C$0.21 and last traded at C$0.18. Approximately 320,105 shares were traded during trading, an... More of this article »
Image for Kidoz (CVE:KIDZ) Trading 21.3% Higher   – Time to Buy?

Kidoz (CVE:KIDZ) Trading 21.3% Higher – Time to Buy?

Kidoz Inc. (CVE:KIDZ – Get Free Report) shares rose 21.3% on Saturday . The company traded as high as C$0.30 and last traded at C$0.29. Approximately 277,367 shares changed hands during mid-day trading, an increase of 1,043%... More of this article »
Image for Silver Coast Investments LLC Acquires 1,702 Shares of SPDR S&P Metals & Mining ETF (NYSEARCA:XME)

Silver Coast Investments LLC Acquires 1,702 Shares of SPDR S&P Metals & Mining ETF (NYSEARCA:XME)

Silver Coast Investments LLC lifted its holdings in shares of SPDR S&P Metals & Mining ETF (NYSEARCA:XME – Free Report) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Garrett Wealth Advisory Group LLC Boosts Stock Position in Eli Lilly and Company (NYSE:LLY)

Garrett Wealth Advisory Group LLC Boosts Stock Position in Eli Lilly and Company (NYSE:LLY)

Garrett Wealth Advisory Group LLC lifted its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 5.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
Image for Amara Financial LLC. Sells 640 Shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Amara Financial LLC. Sells 640 Shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP)

Amara Financial LLC. trimmed its position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 7.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 8,548 shares of... More of this article »
Image for Keystone Wealth Services LLC Sells 2,229 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Keystone Wealth Services LLC Sells 2,229 Shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU)

Keystone Wealth Services LLC trimmed its holdings in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 6.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »