Home » Author Archive


Spinnaker Trust Purchases 340 Shares of Comcast Co. (NASDAQ:CMCSA)
Spinnaker Trust raised its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
FS Bancorp, Inc. (NASDAQ:FSBW) Sees Large Decline in Short Interest
FS Bancorp, Inc. (NASDAQ:FSBW – Get Free Report) was the target of a significant decrease in short interest during the month of January. As of January 31st, there was short interest totalling 41,800 shares, a decrease of 21.3%... More of this article »
iShares S&P 100 ETF (NYSEARCA:OEF) Stock Position Lowered by Aveo Capital Partners LLC
Aveo Capital Partners LLC cut its holdings in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 1.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Asset Planning Inc Buys New Shares in Moody’s Co. (NYSE:MCO)
Asset Planning Inc bought a new stake in shares of Moody’s Co. (NYSE:MCO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
AtriCure (NASDAQ:ATRC) Trading Down 5.8% – Should You Sell?
AtriCure, Inc. (NASDAQ:ATRC – Get Free Report) was down 5.8% on Thursday . The company traded as low as $38.84 and last traded at $39.92. Approximately 176,945 shares were traded during trading, a decline of 69% from the average... More of this article »
Cannabis Stocks To Research – February 12th
Tilray, Aurora Cannabis, Canopy Growth, Turning Point Brands, and Innovative Industrial Properties are the five Cannabis stocks to watch today, according to MarketBeat’s stock screener tool. Cannabis stocks refer to publicly... More of this article »
PUREfi Wealth LLC Makes New $307,000 Investment in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)
PUREfi Wealth LLC purchased a new position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased... More of this article »
BXM Wealth LLC Buys Shares of 6,725 Devon Energy Co. (NYSE:DVN)
BXM Wealth LLC acquired a new stake in Devon Energy Co. (NYSE:DVN – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 6,725 shares of the energy company’s... More of this article »
WealthPLAN Partners LLC Lowers Position in ServiceNow, Inc. (NYSE:NOW)
WealthPLAN Partners LLC reduced its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 9.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
WealthPLAN Partners LLC Has $1.04 Million Holdings in Palantir Technologies Inc. (NASDAQ:PLTR)
WealthPLAN Partners LLC boosted its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 49.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
WealthPlan Investment Management LLC Purchases Shares of 156,445 FT Vest U.S. Equity Buffer ETF – October (BATS:FOCT)
WealthPlan Investment Management LLC bought a new position in shares of FT Vest U.S. Equity Buffer ETF – October (BATS:FOCT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Zoetis (NYSE:ZTS) Updates FY 2025 Earnings Guidance
Zoetis (NYSE:ZTS – Get Free Report) updated its FY 2025 earnings guidance on Thursday. The company provided EPS guidance of 6.000-6.100 for the period, compared to the consensus EPS estimate of 6.300. The company issued revenue... More of this article »
Blue Trust Inc. Sells 1,363 Shares of Chevron Co. (NYSE:CVX)
Blue Trust Inc. cut its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Blue Trust Inc. Raises Stake in SPDR Gold Shares (NYSEARCA:GLD)
Blue Trust Inc. increased its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 19.1% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 27,214 shares of the exchange traded fund’s... More of this article »
Center for Financial Planning Inc. Sells 1,303 Shares of Pfizer Inc. (NYSE:PFE)
Center for Financial Planning Inc. trimmed its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 8.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Bull Street Advisors LLC Has $8.53 Million Stock Position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)
Bull Street Advisors LLC trimmed its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
iShares MSCI China ETF (NASDAQ:MCHI) Shares Sold by CapWealth Advisors LLC
CapWealth Advisors LLC lessened its stake in iShares MSCI China ETF (NASDAQ:MCHI – Free Report) by 4.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
CapWealth Advisors LLC Has $11.06 Million Holdings in Sony Group Co. (NYSE:SONY)
CapWealth Advisors LLC grew its holdings in Sony Group Co. (NYSE:SONY – Free Report) by 413.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Trademark Financial Management LLC Lowers Stake in Vanguard Mega Cap Value ETF (NYSEARCA:MGV)
Trademark Financial Management LLC cut its holdings in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 14.4% during the 4th quarter, HoldingsChannel.com reports. The fund owned 34,002 shares of the company’s... More of this article »
Coinbase Global (NASDAQ:COIN) Issues Quarterly Earnings Results
Coinbase Global, Inc. (NASDAQ:COIN) issued its earnings results on Thursday. The cryptocurrency exchange reported $3.39 EPS for the quarter, beating the consensus estimate of $0.46 by $2.93, Zacks reports. Coinbase Global had a return... More of this article »
Elme Communities (NYSE:ELME) Issues FY 2025 Earnings Guidance
Elme Communities (NYSE:ELME – Get Free Report) issued an update on its FY 2025 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.910-0.970 for the period, compared to the consensus... More of this article »
Sears Canada Inc. (OTCMKTS:SRSCQ) Short Interest Down 17.7% in January
Sears Canada Inc. (OTCMKTS:SRSCQ – Get Free Report) (TSE:SCC) saw a large decrease in short interest during the month of January. As of January 31st, there was short interest totalling 57,500 shares, a decrease of 17.7% from... More of this article »
Compass Financial Group INC SD Purchases 5,338 Shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC)
Compass Financial Group INC SD grew its position in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund... More of this article »
PineStone Asset Management Inc. Sells 6,568 Shares of Analog Devices, Inc. (NASDAQ:ADI)
PineStone Asset Management Inc. reduced its holdings in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 691,238... More of this article »
GMS (NYSE:GMS) Reaches New 1-Year Low – What’s Next?
GMS Inc. (NYSE:GMS – Get Free Report) shares hit a new 52-week low during mid-day trading on Thursday . The company traded as low as $70.00 and last traded at $83.85, with a volume of 196 shares. The stock had previously closed... More of this article »
Maryland Capital Advisors Inc. Has $9.04 Million Stake in Dimensional National Municipal Bond ETF (NYSEARCA:DFNM)
Maryland Capital Advisors Inc. raised its stake in shares of Dimensional National Municipal Bond ETF (NYSEARCA:DFNM – Free Report) by 3.1% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned... More of this article »
Center for Financial Planning Inc. Buys Shares of 1,500 Invitation Homes Inc. (NYSE:INVH)
Center for Financial Planning Inc. purchased a new stake in Invitation Homes Inc. (NYSE:INVH – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 1,500... More of this article »
Autumn Glory Partners LLC Sells 999 Shares of iShares Core Dividend Growth ETF (NYSEARCA:DGRO)
Autumn Glory Partners LLC lessened its stake in iShares Core Dividend Growth ETF (NYSEARCA:DGRO – Free Report) by 0.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
AustralianSuper Pty Ltd Has $10.83 Million Stock Position in U.S. Bancorp (NYSE:USB)
AustralianSuper Pty Ltd decreased its holdings in shares of U.S. Bancorp (NYSE:USB – Free Report) by 37.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
First Trust India NIFTY 50 Equal Weight ETF (NASDAQ:NFTY) Short Interest Update
First Trust India NIFTY 50 Equal Weight ETF (NASDAQ:NFTY – Get Free Report) saw a significant drop in short interest in January. As of January 31st, there was short interest totalling 2,700 shares, a drop of 60.9% from the January... More of this article »
ABC Arbitrage SA Takes Position in Ingersoll Rand Inc. (NYSE:IR)
ABC Arbitrage SA bought a new stake in Ingersoll Rand Inc. (NYSE:IR – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 23,688... More of this article »
ABC Arbitrage SA Acquires Shares of 124,319 Gold Fields Limited (NYSE:GFI)
ABC Arbitrage SA acquired a new stake in shares of Gold Fields Limited (NYSE:GFI – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Compagnie Lombard Odier SCmA Sells 28,790 Shares of Shell plc (NYSE:SHEL)
Compagnie Lombard Odier SCmA cut its position in shares of Shell plc (NYSE:SHEL – Free Report) by 80.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
NIKE, Inc. (NKE) to Issue Quarterly Dividend of $0.40 on April 1st
NIKE, Inc. (NYSE:NKE – Get Free Report) announced a quarterly dividend on Thursday, February 13th,RTT News reports. Shareholders of record on Monday, March 3rd will be paid a dividend of 0.40 per share by the footwear maker on... More of this article »
Mid Cap Stocks To Follow Today – February 13th
Direxion Daily TSLA Bull 2X Shares, Upstart, BigBear.ai, Rigetti Computing, Crocs, Oklo, and IonQ are the seven Mid Cap stocks to watch today, according to MarketBeat’s stock screener tool. Mid cap stocks refer to publicly... More of this article »
iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP) Shares Bought by Trademark Financial Management LLC
Trademark Financial Management LLC grew its holdings in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 50.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned... More of this article »3,977 Shares in Walmart Inc. (NYSE:WMT) Purchased by Campbell Wealth Management
Campbell Wealth Management acquired a new position in Walmart Inc. (NYSE:WMT – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,977 shares of the... More of this article »
Sather Financial Group Inc Cuts Stock Position in Alphabet Inc. (NASDAQ:GOOG)
Sather Financial Group Inc lowered its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Manchester Capital Management LLC Increases Stake in iShares Russell 2000 ETF (NYSEARCA:IWM)
Manchester Capital Management LLC lifted its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 2.2% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Promising Restaurant Stocks To Research – February 13th
Alibaba Group, Uber Technologies, Coca-Cola, Berkshire Hathaway, and Booking are the five Restaurant stocks to watch today, according to MarketBeat’s stock screener tool. Restaurant stocks refer to shares of publicly traded... More of this article »
iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Position Lessened by Members Trust Co
Members Trust Co trimmed its position in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Hickory Asset Management Inc. Acquires Shares of 48,611 First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI)
Hickory Asset Management Inc. bought a new position in shares of First Trust Institutional Preferred Securities and Income ETF (NYSEARCA:FPEI – Free Report) during the fourth quarter, according to the company in its most recent... More of this article »
Vicus Capital Invests $221,000 in Bristol-Myers Squibb (NYSE:BMY)
Vicus Capital bought a new position in Bristol-Myers Squibb (NYSE:BMY – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 3,910 shares... More of this article »
Warner Music Group Corp. (NASDAQ:WMG) to Issue $0.18 Quarterly Dividend
Warner Music Group Corp. (NASDAQ:WMG – Get Free Report) declared a quarterly dividend on Friday, February 14th,RTT News reports. Stockholders of record on Monday, February 24th will be given a dividend of 0.18 per share on Tuesday,... More of this article »
AudioCodes Ltd. (NASDAQ:AUDC) Sees Large Decline in Short Interest
AudioCodes Ltd. (NASDAQ:AUDC – Get Free Report) was the recipient of a large drop in short interest during the month of January. As of January 31st, there was short interest totalling 132,500 shares, a drop of 15.7% from the... More of this article »
Kinross Gold Co. (NYSE:KGC) Shares Purchased by Vontobel Holding Ltd.
Vontobel Holding Ltd. lifted its stake in Kinross Gold Co. (NYSE:KGC – Free Report) (TSE:K) by 1.1% 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 »
Hickory Asset Management Inc. Invests $302,000 in Applied Materials, Inc. (NASDAQ:AMAT)
Hickory Asset Management Inc. acquired a new position in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Nu Skin Enterprises, Inc. (NUS) To Go Ex-Dividend on February 24th
Nu Skin Enterprises, Inc. (NYSE:NUS – Get Free Report) declared a quarterly dividend on Thursday, February 13th,Wall Street Journal reports. Stockholders of record on Monday, February 24th will be given a dividend of 0.06 per... More of this article »