Home » Author Archive


NEM Reaches Market Cap of $270.16 Million (XEM)
NEM (XEM) traded 0.2% lower against the dollar during the 1-day period ending at 15:00 PM E.T. on June 6th. NEM has a market cap of $270.16 million and $8.32 million worth of NEM was traded on exchanges in the last 24 hours. Over... More of this article »
Roundview Capital LLC Buys 69 Shares of McDonald’s Co. (NYSE:MCD)
Roundview Capital LLC lifted its stake in McDonald’s Co. (NYSE:MCD – Get Rating) by 0.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 36,462... More of this article »
Steward Financial Group LLC Makes New $125,000 Investment in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT)
Steward Financial Group LLC acquired a new stake in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
3,671 Shares in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI) Purchased by Steward Financial Group LLC
Steward Financial Group LLC bought a new position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities &... More of this article »
Steward Financial Group LLC Acquires New Stake in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV)
Steward Financial Group LLC purchased a new position in Innovator U.S. Equity Power Buffer ETF – November (BATS:PNOV – Get Rating) in the fourth quarter, according to the company in its most recent 13F filing with the... More of this article »
Steward Financial Group LLC Buys 265,165 Shares of Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP)
Steward Financial Group LLC raised its holdings in Innovator U.S. Equity Power Buffer ETF – September (BATS:PSEP – Get Rating) by 108.2% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Community Healthcare Trust Incorporated (NYSE:CHCT) Shares Sold by Cardinal Capital Management LLC CT
Cardinal Capital Management LLC CT trimmed its position in shares of Community Healthcare Trust Incorporated (NYSE:CHCT – Get Rating) by 3.8% during the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Andrew Coombs Acquires 5,301 Shares of Sirius Real Estate Limited (LON:SRE) Stock
Sirius Real Estate Limited (LON:SRE – Get Rating) insider Andrew Coombs purchased 5,301 shares of the firm’s stock in a transaction dated Monday, June 5th. The stock was acquired at an average cost of GBX 88 ($1.09) per... More of this article »
11,854 Shares in Pfizer Inc. (NYSE:PFE) Acquired by Core Wealth Partners LLC
Core Wealth Partners LLC acquired a new position in Pfizer Inc. (NYSE:PFE – Get Rating) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Harspring Capital Management LLC Buys 240,000 Shares of Orion Engineered Carbons S.A. (NYSE:OEC)
Harspring Capital Management LLC boosted its stake in shares of Orion Engineered Carbons S.A. (NYSE:OEC – Get Rating) by 133.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Cardinal Capital Management LLC CT Has $165.15 Million Stock Position in Nexstar Media Group, Inc. (NASDAQ:NXST)
Cardinal Capital Management LLC CT lessened its stake in shares of Nexstar Media Group, Inc. (NASDAQ:NXST – Get Rating) by 2.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Oxler Private Wealth LLC Sells 24,520 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Oxler Private Wealth LLC reduced its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) by 93.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Fluence Energy (NASDAQ:FLNC) Reaches New 1-Year High on Analyst Upgrade
Fluence Energy, Inc. (NASDAQ:FLNC – Get Rating)’s share price hit a new 52-week high during trading on Tuesday after HSBC raised their price target on the stock from $26.00 to $31.00. The company traded as high as $27.22... More of this article »
Edgar Lomax Co. VA Sells 565 Shares of Simon Property Group, Inc. (NYSE:SPG)
Edgar Lomax Co. VA reduced its holdings in shares of Simon Property Group, Inc. (NYSE:SPG – Get Rating) by 0.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Gabelli Funds LLC Cuts Stake in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
Gabelli Funds LLC lowered its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Get Rating) by 0.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Public Employees Retirement Association of Colorado Decreases Position in Pfizer Inc. (NYSE:PFE)
Public Employees Retirement Association of Colorado cut its stake in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 0.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Rinkey Investments Purchases New Shares in PGIM Ultra Short Bond ETF (NYSEARCA:PULS)
Rinkey Investments purchased a new stake in shares of PGIM Ultra Short Bond ETF (NYSEARCA:PULS – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
SSI Investment Management LLC Takes Position in The Estée Lauder Companies Inc. (NYSE:EL)
SSI Investment Management LLC purchased a new stake in shares of The Estée Lauder Companies Inc. (NYSE:EL – Get Rating) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Kingsview Wealth Management LLC Has $5.60 Million Holdings in Kimberly-Clark Co. (NYSE:KMB)
Kingsview Wealth Management LLC boosted its stake in Kimberly-Clark Co. (NYSE:KMB – Get Rating) by 10.2% in the fourth quarter, Holdings Channel reports. The firm owned 41,235 shares of the company’s stock after purchasing... More of this article »
Nikko Asset Management Americas Inc. Trims Stock Holdings in Synopsys, Inc. (NASDAQ:SNPS)
Nikko Asset Management Americas Inc. lowered its position in Synopsys, Inc. (NASDAQ:SNPS – Get Rating) by 4.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Edgar Lomax Co. VA Has $75.86 Million Holdings in MetLife, Inc. (NYSE:MET)
Edgar Lomax Co. VA trimmed its stake in shares of MetLife, Inc. (NYSE:MET – Get Rating) by 0.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »Nikko Asset Management Americas Inc. Sells 166,221 Shares of Unity Software Inc. (NYSE:U)
Nikko Asset Management Americas Inc. lessened its holdings in shares of Unity Software Inc. (NYSE:U – Get Rating) by 2.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Core Wealth Partners LLC Purchases New Position in Devon Energy Co. (NYSE:DVN)
Core Wealth Partners LLC acquired a new stake in Devon Energy Co. (NYSE:DVN – Get Rating) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 2,718 shares of the energy... More of this article »
Core Wealth Partners LLC Makes New $255,000 Investment in Sempra Energy (NYSE:SRE)
Core Wealth Partners LLC bought a new position in shares of Sempra Energy (NYSE:SRE – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Future Of Fintech 24 Hour Volume Hits $6,106.61 (FOF)
Future Of Fintech (FOF) traded 0.3% lower against the U.S. dollar during the 1-day period ending at 13:00 PM Eastern on June 6th. One Future Of Fintech token can now be purchased for about $0.27 or 0.00001008 BTC on cryptocurrency... More of this article »
1eco Hits Self Reported Market Capitalization of $50.88 Million (1ECO)
1eco (1ECO) traded 4.6% higher against the U.S. dollar during the one day period ending at 13:00 PM ET on June 6th. One 1eco token can now be bought for approximately $0.61 or 0.00002307 BTC on popular exchanges. 1eco has a market... More of this article »
RBO & Co. LLC Purchases 2,500 Shares of Live Nation Entertainment, Inc. (NYSE:LYV)
RBO & Co. LLC grew its position in shares of Live Nation Entertainment, Inc. (NYSE:LYV – Get Rating) by 1.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
World Acceptance Co. (NASDAQ:WRLD) Shares Sold by RBO & Co. LLC
RBO & Co. LLC reduced its position in World Acceptance Co. (NASDAQ:WRLD – Get Rating) by 16.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,670... More of this article »
Kingsview Wealth Management LLC Buys 5,167 Shares of The TJX Companies, Inc. (NYSE:TJX)
Kingsview Wealth Management LLC lifted its stake in shares of The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 10.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Acquired by Baird Financial Group Inc.
Baird Financial Group Inc. boosted its position in The Walt Disney Company (NYSE:DIS – Get Rating) by 0.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Magellan Asset Management Ltd Sells 180 Shares of Middlesex Water (NASDAQ:MSEX)
Magellan Asset Management Ltd reduced its stake in shares of Middlesex Water (NASDAQ:MSEX – Get Rating) by 1.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Gabelli Funds LLC Sells 1,497 Shares of Crane (NYSE:CR)
Gabelli Funds LLC lessened its position in Crane (NYSE:CR – Get Rating) by 0.2% during the fourth quarter, Holdings Channel reports. The fund owned 906,653 shares of the conglomerate’s stock after selling 1,497 shares... More of this article »
Gabelli Funds LLC Sells 15,800 Shares of Ryman Hospitality Properties, Inc. (NYSE:RHP)
Gabelli Funds LLC trimmed its position in Ryman Hospitality Properties, Inc. (NYSE:RHP – Get Rating) by 3.2% during the fourth quarter, Holdings Channel reports. The firm owned 472,500 shares of the real estate investment trust’s... More of this article »
Gabelli Funds LLC Sells 4,000 Shares of Rogers Communications Inc. (NYSE:RCI)
Gabelli Funds LLC lowered its holdings in Rogers Communications Inc. (NYSE:RCI – Get Rating) (TSE:RCI.B) by 0.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Liberty Global plc (NASDAQ:LBTYK) Shares Sold by Gabelli Funds LLC
Gabelli Funds LLC decreased its holdings in shares of Liberty Global plc (NASDAQ:LBTYK – Get Rating) by 5.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Altair Engineering Inc. (NASDAQ:ALTR) Stake Trimmed by Polen Capital Management LLC
Polen Capital Management LLC cut its position in shares of Altair Engineering Inc. (NASDAQ:ALTR – Get Rating) by 15.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Polen Capital Management LLC Cuts Stock Position in AMN Healthcare Services, Inc. (NYSE:AMN)
Polen Capital Management LLC lowered its holdings in AMN Healthcare Services, Inc. (NYSE:AMN – Get Rating) by 49.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Polen Capital Management LLC Raises Holdings in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)
Polen Capital Management LLC grew its position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Get Rating) by 299.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 426,424 shares of the company’s... More of this article »
Philip Morris International Inc. (NYSE:PM) Shares Acquired by Epoch Investment Partners Inc.
Epoch Investment Partners Inc. boosted its holdings in Philip Morris International Inc. (NYSE:PM – Get Rating) by 4.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Epoch Investment Partners Inc. Sells 31,023 Shares of Analog Devices, Inc. (NASDAQ:ADI)
Epoch Investment Partners Inc. lessened its position in shares of Analog Devices, Inc. (NASDAQ:ADI – Get Rating) by 2.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Magellan Asset Management Ltd Reduces Position in California Water Service Group (NYSE:CWT)
Magellan Asset Management Ltd cut its holdings in shares of California Water Service Group (NYSE:CWT – Get Rating) by 7.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 38,604... More of this article »
Dream Finders Homes (NASDAQ:DFH) Sets New 12-Month High at $20.25
Dream Finders Homes, Inc. (NASDAQ:DFH – Get Rating) hit a new 52-week high during mid-day trading on Tuesday . The stock traded as high as $20.25 and last traded at $20.22, with a volume of 58747 shares. The stock had previously... More of this article »
Polen Capital Management LLC Trims Position in Zoetis Inc. (NYSE:ZTS)
Polen Capital Management LLC lessened its stake in shares of Zoetis Inc. (NYSE:ZTS – Get Rating) by 6.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 5,602,029 shares of the company’s... More of this article »
Magellan Asset Management Ltd Sells 6,904 Shares of Union Pacific Co. (NYSE:UNP)
Magellan Asset Management Ltd trimmed its holdings in Union Pacific Co. (NYSE:UNP – Get Rating) by 2.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 242,112 shares of the railroad operator’s stock after... More of this article »
Magellan Asset Management Ltd Grows Stock Position in Capital One Financial Co. (NYSE:COF)
Magellan Asset Management Ltd boosted its stake in Capital One Financial Co. (NYSE:COF – Get Rating) by 116.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 295,537 shares of the financial... More of this article »
FedEx Co. (NYSE:FDX) Shares Purchased by Harfst & Associates Inc.
Harfst & Associates Inc. lifted its holdings in FedEx Co. (NYSE:FDX – Get Rating) by 3.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 3,084 shares of the shipping service provider’s stock after... More of this article »
BHZ Capital Management LP Sells 1,280 Shares of PacWest Bancorp (NASDAQ:PACW)
BHZ Capital Management LP decreased its stake in shares of PacWest Bancorp (NASDAQ:PACW – Get Rating) by 0.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 402,192... More of this article »
Kingsview Wealth Management LLC Grows Stock Position in Adobe Inc. (NASDAQ:ADBE)
Kingsview Wealth Management LLC raised its stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 10.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 14,896 shares of the software... More of this article »