Home » Author Archive

Image for Financial Symmetry Inc Acquires New Shares in Netflix, Inc. (NASDAQ:NFLX)

Financial Symmetry Inc Acquires New Shares in Netflix, Inc. (NASDAQ:NFLX)

Financial Symmetry Inc acquired a new stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Vanguard Growth ETF (NYSEARCA:VUG) Stock Holdings Reduced by Institute for Wealth Management LLC.

Vanguard Growth ETF (NYSEARCA:VUG) Stock Holdings Reduced by Institute for Wealth Management LLC.

Institute for Wealth Management LLC. lowered its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 2.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Acquired by Cutler Investment Counsel LLC

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Acquired by Cutler Investment Counsel LLC

Cutler Investment Counsel LLC increased its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for Schear Investment Advisers LLC Sells 83 Shares of The Travelers Companies, Inc. (NYSE:TRV)

Schear Investment Advisers LLC Sells 83 Shares of The Travelers Companies, Inc. (NYSE:TRV)

Schear Investment Advisers LLC trimmed its holdings in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Resonant Capital Advisors LLC Sells 1,124 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

Resonant Capital Advisors LLC Sells 1,124 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

Resonant Capital Advisors LLC cut its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 8.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD) Sees Unusually-High Trading Volume

Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD) Sees Unusually-High Trading Volume

Shares of Global X Nasdaq 100 Covered Call ETF (NASDAQ:QYLD – Get Free Report) saw unusually-strong trading volume on Wednesday . Approximately 5,197,461 shares changed hands during trading, an increase of 46% from the previous... More of this article »
Image for Chevron Co. (NYSE:CVX) Stock Holdings Increased by Cutler Investment Counsel LLC

Chevron Co. (NYSE:CVX) Stock Holdings Increased by Cutler Investment Counsel LLC

Cutler Investment Counsel LLC boosted its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 3.1% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 72,129... More of this article »
Image for Wrapped BNB (WBNB) Market Cap Achieves $954.95 Million

Wrapped BNB (WBNB) Market Cap Achieves $954.95 Million

Wrapped BNB (WBNB) traded 1.9% higher against the US dollar during the 1 day period ending at 15:00 PM ET on April 19th. Wrapped BNB has a total market capitalization of $954.95 million and approximately $256.64 million worth of Wrapped... More of this article »
Image for SKALE Network (SKL) Price Down 4.5% This Week

SKALE Network (SKL) Price Down 4.5% This Week

SKALE Network (SKL) traded down 0% against the U.S. dollar during the 1 day period ending at 15:00 PM E.T. on April 19th. SKALE Network has a market cap of $502.88 million and approximately $43.43 million worth of SKALE Network was... More of this article »
Image for Knights of Columbus Asset Advisors LLC Lowers Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

Knights of Columbus Asset Advisors LLC Lowers Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

Knights of Columbus Asset Advisors LLC reduced its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 30.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 52,415 shares of the company’s... More of this article »
Image for OpenBlox (OBX) Reaches 24 Hour Volume of $11,057.80

OpenBlox (OBX) Reaches 24 Hour Volume of $11,057.80

OpenBlox (OBX) traded down 1.4% against the dollar during the 1-day period ending at 15:00 PM E.T. on April 19th. OpenBlox has a total market capitalization of $197,014.11 and approximately $11,057.80 worth of OpenBlox was traded on... More of this article »
Image for iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Shares Sold by Institute for Wealth Management LLC.

iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU) Shares Sold by Institute for Wealth Management LLC.

Institute for Wealth Management LLC. trimmed its stake in shares of iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 1.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Institute for Wealth Management LLC. Decreases Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Institute for Wealth Management LLC. Decreases Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Institute for Wealth Management LLC. reduced its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Resonant Capital Advisors LLC Has $11.37 Million Holdings in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI)

Resonant Capital Advisors LLC Has $11.37 Million Holdings in Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI)

Resonant Capital Advisors LLC decreased its stake in shares of Vanguard International Dividend Appreciation ETF (NASDAQ:VIGI – Free Report) by 3.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 143,339... More of this article »
Image for JPMorgan Ultra-Short Municipal ETF (BATS:JMST) Stock Position Boosted by Resonant Capital Advisors LLC

JPMorgan Ultra-Short Municipal ETF (BATS:JMST) Stock Position Boosted by Resonant Capital Advisors LLC

Resonant Capital Advisors LLC boosted its stake in JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Roth Financial Partners LLC Has $18.17 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Roth Financial Partners LLC Has $18.17 Million Position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Roth Financial Partners LLC boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Ford Motor (NYSE:F) Shares Acquired by Redmont Wealth Advisors LLC

Ford Motor (NYSE:F) Shares Acquired by Redmont Wealth Advisors LLC

Redmont Wealth Advisors LLC boosted its position in Ford Motor (NYSE:F – Free Report) by 14.3% during the fourth quarter, Holdings Channel.com reports. The fund owned 48,332 shares of the auto manufacturer’s stock after... More of this article »
Image for CMC Metals (CVE:CMB) Stock Price Down 12.5%

CMC Metals (CVE:CMB) Stock Price Down 12.5%

CMC Metals Ltd. (CVE:CMB – Get Free Report) dropped 12.5% during trading on Wednesday . The stock traded as low as C$0.04 and last traded at C$0.04. Approximately 223,500 shares changed hands during trading, a decline of 26%... More of this article »
Image for Gulf Marine Services (LON:GMS) Hits New 1-Year High at $23.40

Gulf Marine Services (LON:GMS) Hits New 1-Year High at $23.40

Gulf Marine Services PLC (LON:GMS – Get Free Report) shares reached a new 52-week high on Wednesday . The company traded as high as GBX 23.40 ($0.29) and last traded at GBX 23.40 ($0.29), with a volume of 2766746 shares traded.... More of this article »
Image for Harmony Market Capitalization Tops $286.54 Million (ONE)

Harmony Market Capitalization Tops $286.54 Million (ONE)

Harmony (ONE) traded up 2.2% against the U.S. dollar during the one day period ending at 15:00 PM E.T. on April 19th. Harmony has a total market cap of $286.54 million and approximately $14.06 million worth of Harmony was traded on... More of this article »
Image for DA Davidson Cuts Synovus Financial (NYSE:SNV) Price Target to $43.00

DA Davidson Cuts Synovus Financial (NYSE:SNV) Price Target to $43.00

Synovus Financial (NYSE:SNV – Get Free Report) had its price objective decreased by analysts at DA Davidson from $45.00 to $43.00 in a research note issued to investors on Friday, Benzinga reports. The firm presently has a “buy”... More of this article »
Image for Redmont Wealth Advisors LLC Boosts Stake in Patrick Industries, Inc. (NASDAQ:PATK)

Redmont Wealth Advisors LLC Boosts Stake in Patrick Industries, Inc. (NASDAQ:PATK)

Redmont Wealth Advisors LLC lifted its position in shares of Patrick Industries, Inc. (NASDAQ:PATK – Free Report) by 35.0% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Eagle Bancorp (NASDAQ:EGBN) Shares Up 4.2%

Eagle Bancorp (NASDAQ:EGBN) Shares Up 4.2%

Shares of Eagle Bancorp, Inc. (NASDAQ:EGBN – Get Free Report) traded up 4.2% during mid-day trading on Friday . The stock traded as high as $21.39 and last traded at $21.39. 104,725 shares traded hands during mid-day trading,... More of this article »
Image for Transportadora de Gas del Sur (NYSE:TGS) Trading Up 4.1%

Transportadora de Gas del Sur (NYSE:TGS) Trading Up 4.1%

Transportadora de Gas del Sur S.A. (NYSE:TGS – Get Free Report) shares rose 4.1% during trading on Friday . The stock traded as high as $16.27 and last traded at $16.15. Approximately 95,178 shares changed hands during mid-day... More of this article »
Image for Capital Southwest Co. (NASDAQ:CSWC) is Redmont Wealth Advisors LLC’s 10th Largest Position

Capital Southwest Co. (NASDAQ:CSWC) is Redmont Wealth Advisors LLC’s 10th Largest Position

Redmont Wealth Advisors LLC grew its position in Capital Southwest Co. (NASDAQ:CSWC – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Sui (SUI) Price Up 25.3% Over Last Week

Sui (SUI) Price Up 25.3% Over Last Week

Sui (SUI) traded up 12% against the US dollar during the 1 day period ending at 14:00 PM ET on April 19th. One Sui token can now be purchased for about $1.37 or 0.00002127 BTC on major exchanges. Sui has a total market capitalization... More of this article »
Image for Eastman Chemical (NYSE:EMN) PT Raised to $100.00 at Royal Bank of Canada

Eastman Chemical (NYSE:EMN) PT Raised to $100.00 at Royal Bank of Canada

Eastman Chemical (NYSE:EMN – Get Free Report) had its target price hoisted by investment analysts at Royal Bank of Canada from $89.00 to $100.00 in a note issued to investors on Friday, Benzinga reports. The brokerage presently... More of this article »
Image for Vanguard Total World Stock ETF (NYSEARCA:VT) Shares Bought by Zhang Financial LLC

Vanguard Total World Stock ETF (NYSEARCA:VT) Shares Bought by Zhang Financial LLC

Zhang Financial LLC grew its stake in Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 8.3% 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 783 Shares in Lockheed Martin Co. (NYSE:LMT) Acquired by Cutler Investment Counsel LLC

783 Shares in Lockheed Martin Co. (NYSE:LMT) Acquired by Cutler Investment Counsel LLC

Cutler Investment Counsel LLC purchased a new position in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Blackstone (NYSE:BX) Price Target Cut to $114.00

Blackstone (NYSE:BX) Price Target Cut to $114.00

Blackstone (NYSE:BX – Get Free Report) had its price target decreased by investment analysts at TD Cowen from $117.00 to $114.00 in a research report issued on Friday, Benzinga reports. The brokerage presently has a “hold”... More of this article »
Image for Critical Analysis: Erayak Power Solution Group (NASDAQ:RAYA) & XT Energy Group (OTCMKTS:XTNY)

Critical Analysis: Erayak Power Solution Group (NASDAQ:RAYA) & XT Energy Group (OTCMKTS:XTNY)

XT Energy Group (OTCMKTS:XTNY – Get Free Report) and Erayak Power Solution Group (NASDAQ:RAYA – Get Free Report) are both auto/tires/trucks companies, but which is the superior investment? We will compare the two companies... More of this article »
Image for B2Gold (TSE:BTO) Price Target Lowered to C$6.00 at Stifel Nicolaus

B2Gold (TSE:BTO) Price Target Lowered to C$6.00 at Stifel Nicolaus

B2Gold (TSE:BTO – Get Free Report) (NYSE:BTG) had its target price dropped by research analysts at Stifel Nicolaus from C$6.50 to C$6.00 in a research report issued on Friday, BayStreet.CA reports. Stifel Nicolaus’ price... More of this article »
Image for Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Sold by Beaumont Financial Advisors LLC

Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) Shares Sold by Beaumont Financial Advisors LLC

Beaumont Financial Advisors LLC cut its stake in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 10.8% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 22,757 shares... More of this article »
Image for Knights of Columbus Asset Advisors LLC Has $13.37 Million Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Knights of Columbus Asset Advisors LLC Has $13.37 Million Stock Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Knights of Columbus Asset Advisors LLC increased its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 2.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned... More of this article »
Image for Beaumont Financial Advisors LLC Reduces Stock Holdings in JPMorgan Municipal ETF (BATS:JMUB)

Beaumont Financial Advisors LLC Reduces Stock Holdings in JPMorgan Municipal ETF (BATS:JMUB)

Beaumont Financial Advisors LLC lowered its position in JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 8.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Puma Biotechnology (NASDAQ:PBYI) and Shattuck Labs (NASDAQ:STTK) Critical Review

Puma Biotechnology (NASDAQ:PBYI) and Shattuck Labs (NASDAQ:STTK) Critical Review

Puma Biotechnology (NASDAQ:PBYI – Get Free Report) and Shattuck Labs (NASDAQ:STTK – Get Free Report) are both small-cap medical companies, but which is the better business? We will compare the two companies based on the... More of this article »
Image for Beaumont Financial Advisors LLC Purchases 1,820 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Beaumont Financial Advisors LLC Purchases 1,820 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

Beaumont Financial Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Beaumont Financial Advisors LLC Decreases Stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Beaumont Financial Advisors LLC Decreases Stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Beaumont Financial Advisors LLC cut its holdings in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 45.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Kinder Morgan (NYSE:KMI) Issues  Earnings Results

Kinder Morgan (NYSE:KMI) Issues Earnings Results

Kinder Morgan (NYSE:KMI – Get Free Report) posted its quarterly earnings data on Wednesday. The pipeline company reported $0.34 EPS for the quarter, hitting analysts’ consensus estimates of $0.34, Yahoo Finance reports.... More of this article »
Image for Beaumont Financial Advisors LLC Invests $20.54 Million in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)

Beaumont Financial Advisors LLC Invests $20.54 Million in T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF)

Beaumont Financial Advisors LLC bought a new position in shares of T. Rowe Price Capital Appreciation Equity ETF (NYSEARCA:TCAF – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities... More of this article »
Image for 13,333 Shares in Fortrea Holdings Inc. (NASDAQ:FTRE) Acquired by Eukles Asset Management

13,333 Shares in Fortrea Holdings Inc. (NASDAQ:FTRE) Acquired by Eukles Asset Management

Eukles Asset Management acquired a new stake in Fortrea Holdings Inc. (NASDAQ:FTRE – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 13,333 shares of the company’s stock, valued at approximately... More of this article »
Image for Eukles Asset Management Sells 456 Shares of Masimo Co. (NASDAQ:MASI)

Eukles Asset Management Sells 456 Shares of Masimo Co. (NASDAQ:MASI)

Eukles Asset Management reduced its position in shares of Masimo Co. (NASDAQ:MASI – Free Report) by 4.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Schlumberger Limited (NYSE:SLB) Shares Bought by Xponance Inc.

Schlumberger Limited (NYSE:SLB) Shares Bought by Xponance Inc.

Xponance Inc. boosted its stake in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 8.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 185,501... More of this article »
Image for Embecta (NASDAQ:EMBC) Stock Price Up 3.5%

Embecta (NASDAQ:EMBC) Stock Price Up 3.5%

Embecta Corp. (NASDAQ:EMBC – Get Free Report)’s stock price rose 3.5% during trading on Friday . The stock traded as high as $10.78 and last traded at $10.71. Approximately 70,660 shares traded hands during trading, a decline... More of this article »
Image for Equifax (NYSE:EFX) Given New $255.00 Price Target at Bank of America

Equifax (NYSE:EFX) Given New $255.00 Price Target at Bank of America

Equifax (NYSE:EFX – Get Free Report) had its target price reduced by analysts at Bank of America from $300.00 to $255.00 in a research note issued on Friday, Benzinga reports. The brokerage presently has a “buy”... More of this article »
Image for Financial Symmetry Inc Invests $537,000 in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Financial Symmetry Inc Invests $537,000 in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Financial Symmetry Inc bought a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Forte Asset Management LLC Purchases 7,880 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Forte Asset Management LLC Purchases 7,880 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Forte Asset Management LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 349.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for sUSD (SUSD) 24 Hour Volume Reaches $2.65 Million

sUSD (SUSD) 24 Hour Volume Reaches $2.65 Million

sUSD (SUSD) traded down 0.4% against the dollar during the 24 hour period ending at 13:00 PM ET on April 19th. sUSD has a total market capitalization of $47.88 million and $2.65 million worth of sUSD was traded on exchanges in the... More of this article »
Image for Sapphire Price Tops $0.0034 on Exchanges (SAPP)

Sapphire Price Tops $0.0034 on Exchanges (SAPP)

Sapphire (SAPP) traded down 21.2% against the dollar during the twenty-four hour period ending at 13:00 PM Eastern on April 19th. One Sapphire coin can currently be bought for approximately $0.0034 or 0.00000005 BTC on exchanges. Sapphire... More of this article »
Image for Eukles Asset Management Reduces Stake in SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB)

Eukles Asset Management Reduces Stake in SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB)

Eukles Asset Management lowered its holdings in SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »