Home » Author Archive

Image for Turtle Creek Wealth Advisors LLC Purchases Shares of 2,857 Uber Technologies, Inc. (NYSE:UBER)

Turtle Creek Wealth Advisors LLC Purchases Shares of 2,857 Uber Technologies, Inc. (NYSE:UBER)

Turtle Creek Wealth Advisors LLC acquired a new position in Uber Technologies, Inc. (NYSE:UBER – Free Report) in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Kromek Group (LON:KMK) Shares Pass Above 50 Day Moving Average   – What’s Next?

Kromek Group (LON:KMK) Shares Pass Above 50 Day Moving Average – What’s Next?

Kromek Group plc (LON:KMK – Get Free Report)’s stock price crossed above its 50 day moving average during trading on Friday . The stock has a 50 day moving average of GBX 6.40 ($0.08) and traded as high as GBX 6.40 ($0.08).... More of this article »
Image for Swiss National Bank Increases Position in International Business Machines Co. (NYSE:IBM)

Swiss National Bank Increases Position in International Business Machines Co. (NYSE:IBM)

Swiss National Bank increased its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 0.5% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Cassady Schiller Wealth Management LLC Lowers Holdings in ConocoPhillips (NYSE:COP)

Cassady Schiller Wealth Management LLC Lowers Holdings in ConocoPhillips (NYSE:COP)

Cassady Schiller Wealth Management LLC decreased its holdings in ConocoPhillips (NYSE:COP – Free Report) by 53.3% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Sold by BCGM Wealth Management LLC

iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS) Shares Sold by BCGM Wealth Management LLC

BCGM Wealth Management LLC trimmed its position in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 2.8% during the third quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for GEA Group Aktiengesellschaft (OTCMKTS:GEAGY) Shares Pass Below 200 Day Moving Average   – Should You Sell?

GEA Group Aktiengesellschaft (OTCMKTS:GEAGY) Shares Pass Below 200 Day Moving Average – Should You Sell?

GEA Group Aktiengesellschaft (OTCMKTS:GEAGY – Get Free Report) shares crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $40.59 and traded as low as $39.92. GEA Group... More of this article »
Image for Mizuho Securities USA LLC Raises Stake in W.W. Grainger, Inc. (NYSE:GWW)

Mizuho Securities USA LLC Raises Stake in W.W. Grainger, Inc. (NYSE:GWW)

Mizuho Securities USA LLC increased its holdings in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 236.9% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Image for Gladius Capital Management LP Acquires Shares of 1,184 PPG Industries, Inc. (NYSE:PPG)

Gladius Capital Management LP Acquires Shares of 1,184 PPG Industries, Inc. (NYSE:PPG)

Gladius Capital Management LP purchased a new position in PPG Industries, Inc. (NYSE:PPG – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Westfuller Advisors LLC Takes Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Westfuller Advisors LLC Takes Position in iShares Core MSCI EAFE ETF (BATS:IEFA)

Westfuller Advisors LLC acquired a new position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during 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 Westfuller Advisors LLC Buys Shares of 8,353 Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)

Westfuller Advisors LLC Buys Shares of 8,353 Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)

Westfuller Advisors LLC bought a new stake in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Alpha Family Trust Purchases 9,430 Shares of Bristol-Myers Squibb (NYSE:BMY)

Alpha Family Trust Purchases 9,430 Shares of Bristol-Myers Squibb (NYSE:BMY)

Alpha Family Trust lifted its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 101.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Concord Asset Management LLC VA Grows Stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Concord Asset Management LLC VA Grows Stake in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Concord Asset Management LLC VA grew its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 3.6% during the 3rd quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Image for Obsidian Personal Planning Solutions LLC Cuts Holdings in Caterpillar Inc. (NYSE:CAT)

Obsidian Personal Planning Solutions LLC Cuts Holdings in Caterpillar Inc. (NYSE:CAT)

Obsidian Personal Planning Solutions LLC trimmed its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 10.0% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 1,548... More of this article »
Image for Atlanta Consulting Group Advisors LLC Makes New Investment in Entergy Co. (NYSE:ETR)

Atlanta Consulting Group Advisors LLC Makes New Investment in Entergy Co. (NYSE:ETR)

Atlanta Consulting Group Advisors LLC purchased a new stake in shares of Entergy Co. (NYSE:ETR – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Adero Partners LLC Has $313,000 Holdings in Moody’s Co. (NYSE:MCO)

Adero Partners LLC Has $313,000 Holdings in Moody’s Co. (NYSE:MCO)

Adero Partners LLC lifted its holdings in Moody’s Co. (NYSE:MCO – Free Report) by 3.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Image for Westfuller Advisors LLC Buys Shares of 3,173 Vanguard Financials ETF (NYSEARCA:VFH)

Westfuller Advisors LLC Buys Shares of 3,173 Vanguard Financials ETF (NYSEARCA:VFH)

Westfuller Advisors LLC bought a new stake in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for CME Group Inc. (NASDAQ:CME) Stock Position Decreased by Tower Bridge Advisors

CME Group Inc. (NASDAQ:CME) Stock Position Decreased by Tower Bridge Advisors

Tower Bridge Advisors trimmed its stake in CME Group Inc. (NASDAQ:CME – Free Report) by 0.5% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 26,751... More of this article »
Image for Gilbert & Cook Inc. Grows Stake in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

Gilbert & Cook Inc. Grows Stake in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

Gilbert & Cook Inc. grew its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 8.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 7,897 shares... More of this article »
Image for Stieven Capital Advisors L.P. Sells 136,648 Shares of Bridgewater Bancshares, Inc. (NASDAQ:BWB)

Stieven Capital Advisors L.P. Sells 136,648 Shares of Bridgewater Bancshares, Inc. (NASDAQ:BWB)

Stieven Capital Advisors L.P. lessened its stake in Bridgewater Bancshares, Inc. (NASDAQ:BWB – Free Report) by 47.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for GoalVest Advisory LLC Purchases 24 Shares of S&P Global Inc. (NYSE:SPGI)

GoalVest Advisory LLC Purchases 24 Shares of S&P Global Inc. (NYSE:SPGI)

GoalVest Advisory LLC lifted its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 18.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Frazier Financial Advisors LLC Has $732,000 Stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Frazier Financial Advisors LLC Has $732,000 Stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV)

Frazier Financial Advisors LLC lowered its position in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Thrivent Financial for Lutherans Grows Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Thrivent Financial for Lutherans Grows Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Thrivent Financial for Lutherans lifted its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 11.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Everest Group, Ltd. (NYSE:EG) Position Cut by Mount Lucas Management LP

Everest Group, Ltd. (NYSE:EG) Position Cut by Mount Lucas Management LP

Mount Lucas Management LP decreased its position in shares of Everest Group, Ltd. (NYSE:EG – Free Report) by 53.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Mechanics Financial Corp Buys 140 Shares of Oracle Co. (NYSE:ORCL)

Mechanics Financial Corp Buys 140 Shares of Oracle Co. (NYSE:ORCL)

Mechanics Financial Corp lifted its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 1.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,636 shares... More of this article »
Image for Peterson Financial Group Inc. Takes $30,000 Position in Ball Co. (NYSE:BALL)

Peterson Financial Group Inc. Takes $30,000 Position in Ball Co. (NYSE:BALL)

Peterson Financial Group Inc. purchased a new position in shares of Ball Co. (NYSE:BALL – Free Report) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased... More of this article »
Image for Sugar Maple Asset Management LLC Has $4.76 Million Stock Holdings in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Sugar Maple Asset Management LLC Has $4.76 Million Stock Holdings in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Sugar Maple Asset Management LLC trimmed its position in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Free Report) by 7.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for GATX Co. (NYSE:GATX) Shares Purchased by Chesapeake Capital Corp IL

GATX Co. (NYSE:GATX) Shares Purchased by Chesapeake Capital Corp IL

Chesapeake Capital Corp IL increased its holdings in shares of GATX Co. (NYSE:GATX – Free Report) by 27.9% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for KPP Advisory Services LLC Purchases Shares of 3,174 Vanguard Total International Stock ETF (NASDAQ:VXUS)

KPP Advisory Services LLC Purchases Shares of 3,174 Vanguard Total International Stock ETF (NASDAQ:VXUS)

KPP Advisory Services LLC purchased a new position in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Invesco Short Duration Bond ETF (BATS:ISDB) Plans Dividend of $0.11

Invesco Short Duration Bond ETF (BATS:ISDB) Plans Dividend of $0.11

Invesco Short Duration Bond ETF (BATS:ISDB – Get Free Report) declared a dividend on Friday, November 15th,NASDAQ Dividends reports. Shareholders of record on Monday, November 18th will be paid a dividend of 0.108 per share... More of this article »
Image for Mount Lucas Management LP Lowers Stake in Broadridge Financial Solutions, Inc. (NYSE:BR)

Mount Lucas Management LP Lowers Stake in Broadridge Financial Solutions, Inc. (NYSE:BR)

Mount Lucas Management LP decreased its stake in shares of Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 42.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for GoalVest Advisory LLC Acquires 221 Shares of Marathon Petroleum Co. (NYSE:MPC)

GoalVest Advisory LLC Acquires 221 Shares of Marathon Petroleum Co. (NYSE:MPC)

GoalVest Advisory LLC increased its holdings in shares of Marathon Petroleum Co. (NYSE:MPC – Free Report) by 23.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Image for Frazier Financial Advisors LLC Decreases Holdings in Motorola Solutions, Inc. (NYSE:MSI)

Frazier Financial Advisors LLC Decreases Holdings in Motorola Solutions, Inc. (NYSE:MSI)

Frazier Financial Advisors LLC cut its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 27.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Bar Harbor Bankshares Makes Investor Presentation Available for Upcoming MeetingsBar Harbor Bankshares, a leading financial institution based in Bar Harbor, Maine, recently disclosed details regarding an investor presentation it intends to use during

Bar Harbor Bankshares Makes Investor Presentation Available for Upcoming MeetingsBar Harbor Bankshares, a leading financial institution based in Bar Harbor, Maine, recently disclosed details regarding an investor presentation it intends to use during

This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Bar Harbor Bankshares’s 8K filing here. Bar Harbor Bankshares Company Profile ... More of this article »
Image for **Ocular Therapeutix, Inc. Announces Third Quarter 2024 Financial Results and Business Highlights**  **

**Ocular Therapeutix, Inc. Announces Third Quarter 2024 Financial Results and Business Highlights** **

** Ocular Therapeutix, Inc. (NASDAQ: OCUL) recently released its financial results for the quarter ended September 30, 2024. The company reported total net revenue of $15.4 million for the third quarter, reflecting a 2.3% increase... More of this article »
Image for GoalVest Advisory LLC Has $1.09 Million Stock Position in VICI Properties Inc. (NYSE:VICI)

GoalVest Advisory LLC Has $1.09 Million Stock Position in VICI Properties Inc. (NYSE:VICI)

GoalVest Advisory LLC lifted its stake in VICI Properties Inc. (NYSE:VICI – Free Report) by 3.9% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 32,754... More of this article »
Image for Cardinal Health, Inc. (NYSE:CAH) Stake Boosted by Gladius Capital Management LP

Cardinal Health, Inc. (NYSE:CAH) Stake Boosted by Gladius Capital Management LP

Gladius Capital Management LP grew its stake in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) by 23.0% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for CIBC Asset Management Inc Has $11.96 Million Holdings in HCA Healthcare, Inc. (NYSE:HCA)

CIBC Asset Management Inc Has $11.96 Million Holdings in HCA Healthcare, Inc. (NYSE:HCA)

CIBC Asset Management Inc boosted its position in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 4.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Onsemi (NASDAQ:ON) Shares Acquired by Natixis Advisors LLC

Onsemi (NASDAQ:ON) Shares Acquired by Natixis Advisors LLC

Natixis Advisors LLC increased its position in shares of Onsemi (NASDAQ:ON – Free Report) by 1.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for 36,400 Shares in Zoom Video Communications, Inc. (NASDAQ:ZM) Bought by ING Groep NV

36,400 Shares in Zoom Video Communications, Inc. (NASDAQ:ZM) Bought by ING Groep NV

ING Groep NV purchased a new stake in shares of Zoom Video Communications, Inc. (NASDAQ:ZM – Free Report) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for BCGM Wealth Management LLC Purchases New Holdings in Air Lease Co. (NYSE:AL)

BCGM Wealth Management LLC Purchases New Holdings in Air Lease Co. (NYSE:AL)

BCGM Wealth Management LLC acquired a new position in shares of Air Lease Co. (NYSE:AL – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Mechanics Financial Corp Grows Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Mechanics Financial Corp Grows Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Mechanics Financial Corp increased its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 6.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
Image for Peterson Financial Group Inc. Makes New $27,000 Investment in Thermo Fisher Scientific Inc. (NYSE:TMO)

Peterson Financial Group Inc. Makes New $27,000 Investment in Thermo Fisher Scientific Inc. (NYSE:TMO)

Peterson Financial Group Inc. purchased a new stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 44 shares... More of this article »
Image for Autodesk, Inc. (NASDAQ:ADSK) Shares Sold by Kentucky Retirement Systems

Autodesk, Inc. (NASDAQ:ADSK) Shares Sold by Kentucky Retirement Systems

Kentucky Retirement Systems cut its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK – Free Report) by 6.9% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Gen Digital Inc. to Issue Quarterly Dividend of $0.13 (NASDAQ:GEN)

Gen Digital Inc. to Issue Quarterly Dividend of $0.13 (NASDAQ:GEN)

Gen Digital Inc. (NASDAQ:GEN – Get Free Report) announced a quarterly dividend on Wednesday, October 30th,Zacks Dividends reports. Stockholders of record on Monday, November 18th will be paid a dividend of 0.125 per share on... More of this article »
Image for Kforce (NASDAQ:KFRC) Upgraded at StockNews.com

Kforce (NASDAQ:KFRC) Upgraded at StockNews.com

StockNews.com upgraded shares of Kforce (NASDAQ:KFRC – Free Report) from a hold rating to a buy rating in a research note published on Thursday. Other equities research analysts have also issued reports about the stock. Truist... More of this article »
Image for Accredited Investors Inc. Sells 5,486 Shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Accredited Investors Inc. Sells 5,486 Shares of Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)

Accredited Investors Inc. trimmed its position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) by 2.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Peterson Financial Group Inc. Buys New Shares in Alliant Energy Co. (NASDAQ:LNT)

Peterson Financial Group Inc. Buys New Shares in Alliant Energy Co. (NASDAQ:LNT)

Peterson Financial Group Inc. bought a new stake in Alliant Energy Co. (NASDAQ:LNT – Free Report) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Barclays Cuts Progyny (NASDAQ:PGNY) Price Target to $17.00

Barclays Cuts Progyny (NASDAQ:PGNY) Price Target to $17.00

Progyny (NASDAQ:PGNY – Free Report) had its price objective cut by Barclays from $30.00 to $17.00 in a research note issued to investors on Thursday morning,Benzinga reports. They currently have an overweight rating on the stock. A... More of this article »
Image for Empowered Funds LLC Sells 7,014 Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Empowered Funds LLC Sells 7,014 Shares of CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Empowered Funds LLC cut its holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 25.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Comfort Systems USA (NYSE:FIX) Coverage Initiated at Stifel Nicolaus

Comfort Systems USA (NYSE:FIX) Coverage Initiated at Stifel Nicolaus

Equities researchers at Stifel Nicolaus assumed coverage on shares of Comfort Systems USA (NYSE:FIX – Get Free Report) in a research report issued to clients and investors on Friday, Marketbeat Ratings reports. The firm set a... More of this article »