Home » Author Archive

Image for Weekly Analysts’ Ratings Updates for IDEX (IEX)

Weekly Analysts’ Ratings Updates for IDEX (IEX)

IDEX (NYSE: IEX) recently received a number of ratings updates from brokerages and research firms: 8/11/2026 – IDEX was upgraded by Mizuho from “neutral” to “outperform”. They now have a $280.00 price... More of this article »
Image for Simplicity Wealth LLC Takes Position in Southern Company (The) $SO

Simplicity Wealth LLC Takes Position in Southern Company (The) $SO

Simplicity Wealth LLC acquired a new position in shares of Southern Company (The) (NYSE:SO – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Analyzing AST SpaceMobile (NASDAQ:ASTS) & Telephone and Data Systems (NYSE:TDS)

Analyzing AST SpaceMobile (NASDAQ:ASTS) & Telephone and Data Systems (NYSE:TDS)

AST SpaceMobile (NASDAQ:ASTS – Get Free Report) and Telephone and Data Systems (NYSE:TDS – Get Free Report) are both communication services companies, but which is the better stock? We will contrast the two businesses based... More of this article »
Image for Analyzing Rogers Sugar (RSGUF) & Its Rivals

Analyzing Rogers Sugar (RSGUF) & Its Rivals

Rogers Sugar (OTCMKTS:RSGUF – Get Free Report) is one of 330 public companies in the “Food Products” industry, but how does it weigh in compared to its rivals? We will compare Rogers Sugar to similar companies based... More of this article »
Image for Trivium Point Advisory LLC Invests $1.48 Million in Boston Scientific Corporation $BSX

Trivium Point Advisory LLC Invests $1.48 Million in Boston Scientific Corporation $BSX

Trivium Point Advisory LLC purchased a new stake in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Critical Survey: Smith-Midland (SMID) and The Competition

Critical Survey: Smith-Midland (SMID) and The Competition

Smith-Midland (NASDAQ:SMID – Get Free Report) is one of 74 public companies in the “Construction Materials” industry, but how does it compare to its rivals? We will compare Smith-Midland to similar businesses based... More of this article »
Image for Portage Biotech’s (ALP) “Neutral” Rating Reiterated at HC Wainwright

Portage Biotech’s (ALP) “Neutral” Rating Reiterated at HC Wainwright

Portage Biotech (NASDAQ:ALP – Get Free Report)‘s stock had its “neutral” rating restated by equities research analysts at HC Wainwright in a report released on Monday,Benzinga reports. They currently have a... More of this article »
Image for Mill Capital Management LLC Buys Shares of 9,550 The TJX Companies, Inc. $TJX

Mill Capital Management LLC Buys Shares of 9,550 The TJX Companies, Inc. $TJX

Mill Capital Management LLC purchased a new stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Nippon Life Global Investors Americas Inc. Acquires Shares of 8,140 Republic Services, Inc. $RSG

Nippon Life Global Investors Americas Inc. Acquires Shares of 8,140 Republic Services, Inc. $RSG

Nippon Life Global Investors Americas Inc. bought a new position in Republic Services, Inc. (NYSE:RSG – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Global Commercial Business (GCB) Trading Up 3.8% Over Last 7 Days

Global Commercial Business (GCB) Trading Up 3.8% Over Last 7 Days

Global Commercial Business (GCB) traded up 0.1% against the US dollar during the twenty-four hour period ending at 7:00 AM E.T. on August 17th. Global Commercial Business has a total market cap of $12.34 million and approximately $23.42... More of this article »
Image for Direxion Daily MSCI South Korea Bull 3x Shares (NYSEARCA:KORU) Sees Large Increase in Short Interest

Direxion Daily MSCI South Korea Bull 3x Shares (NYSEARCA:KORU) Sees Large Increase in Short Interest

Direxion Daily MSCI South Korea Bull 3x Shares (NYSEARCA:KORU – Get Free Report) was the target of a large increase in short interest during the month of July. As of July 31st, there was short interest totaling 31,477,143 shares,... More of this article »
Image for OMC Financial Services LTD Invests $11.08 Million in Corning Incorporated $GLW

OMC Financial Services LTD Invests $11.08 Million in Corning Incorporated $GLW

OMC Financial Services LTD acquired a new position in shares of Corning Incorporated (NYSE:GLW – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Wilkinson Global Asset Management LLC Acquires New Holdings in Watsco, Inc. $WSO

Wilkinson Global Asset Management LLC Acquires New Holdings in Watsco, Inc. $WSO

Wilkinson Global Asset Management LLC bought a new position in shares of Watsco, Inc. (NYSE:WSO – Free Report) in the second quarter, HoldingsChannel reports. The firm bought 75,839 shares of the construction company’s... More of this article »
Image for Stoneridge Investment Partners LLC Makes New $568,000 Investment in S&P Global Inc. $SPGI

Stoneridge Investment Partners LLC Makes New $568,000 Investment in S&P Global Inc. $SPGI

Stoneridge Investment Partners LLC acquired a new stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) in the 2nd quarter, according to its most recent 13F filing with the SEC. The fund acquired 1,378 shares of... More of this article »
Image for HBK Sorce Advisory LLC Makes New Investment in Deere & Company $DE

HBK Sorce Advisory LLC Makes New Investment in Deere & Company $DE

HBK Sorce Advisory LLC purchased a new position in shares of Deere & Company (NYSE:DE – Free Report) during the 2nd quarter, HoldingsChannel reports. The firm purchased 5,336 shares of the industrial products company’s... More of this article »
Image for OneDigital Investment Advisors LLC Acquires New Position in Blackstone Inc. $BX

OneDigital Investment Advisors LLC Acquires New Position in Blackstone Inc. $BX

OneDigital Investment Advisors LLC bought a new position in shares of Blackstone Inc. (NYSE:BX – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for 60,771 Shares in Truist Financial Corporation $TFC Purchased by Plato Investment Management Ltd

60,771 Shares in Truist Financial Corporation $TFC Purchased by Plato Investment Management Ltd

Plato Investment Management Ltd bought a new stake in shares of Truist Financial Corporation (NYSE:TFC – Free Report) during the 2nd quarter, Holdings Channel reports. The firm bought 60,771 shares of the insurance provider’s... More of this article »
Image for DWS Municipal Income Trust (NYSE:KTF) to Issue Monthly Dividend of $0.06

DWS Municipal Income Trust (NYSE:KTF) to Issue Monthly Dividend of $0.06

DWS Municipal Income Trust (NYSE:KTF – Get Free Report) announced a monthly dividend on Friday, August 7th. Shareholders of record on Wednesday, August 19th will be paid a dividend of 0.061 per share by the investment management... More of this article »
Image for 4,632 Shares in Corning Incorporated $GLW Acquired by Roman Butler Fullerton & Co.

4,632 Shares in Corning Incorporated $GLW Acquired by Roman Butler Fullerton & Co.

Roman Butler Fullerton & Co. bought a new stake in shares of Corning Incorporated (NYSE:GLW – Free Report) in the second quarter, Holdings Channel reports. The firm bought 4,632 shares of the electronics maker’s stock,... More of this article »
Image for Retirement Guys Formula LLC Acquires 13,929 Shares of Vanguard Growth ETF $VUG

Retirement Guys Formula LLC Acquires 13,929 Shares of Vanguard Growth ETF $VUG

Retirement Guys Formula LLC grew its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 308.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Mitsubishi UFJ Trust & Banking Corp Increases Holdings in Devon Energy Corporation $DVN

Mitsubishi UFJ Trust & Banking Corp Increases Holdings in Devon Energy Corporation $DVN

Mitsubishi UFJ Trust & Banking Corp raised its stake in Devon Energy Corporation (NYSE:DVN – Free Report) by 55.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Old West Investment Management LLC Acquires Shares of 24,203 Northrop Grumman Corporation $NOC

Old West Investment Management LLC Acquires Shares of 24,203 Northrop Grumman Corporation $NOC

Old West Investment Management LLC acquired a new position in Northrop Grumman Corporation (NYSE:NOC – Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for HBK Sorce Advisory LLC Acquires New Shares in Aflac Incorporated $AFL

HBK Sorce Advisory LLC Acquires New Shares in Aflac Incorporated $AFL

HBK Sorce Advisory LLC acquired a new position in shares of Aflac Incorporated (NYSE:AFL – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired... More of this article »
Image for Mosaic Family Wealth Partners LLC Has $2.87 Million Holdings in ASML Holding N.V. $ASML

Mosaic Family Wealth Partners LLC Has $2.87 Million Holdings in ASML Holding N.V. $ASML

Mosaic Family Wealth Partners LLC raised its stake in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 217.6% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Plato Investment Management Ltd Invests $2.78 Million in Edison International $EIX

Plato Investment Management Ltd Invests $2.78 Million in Edison International $EIX

Plato Investment Management Ltd acquired a new stake in shares of Edison International (NYSE:EIX – Free Report) during the second quarter, according to its most recent filing with the SEC. The fund acquired 37,619 shares of... More of this article »
Image for Capital One Financial Corporation $COF Stock Position Cut by Trivium Point Advisory LLC

Capital One Financial Corporation $COF Stock Position Cut by Trivium Point Advisory LLC

Trivium Point Advisory LLC decreased its stake in shares of Capital One Financial Corporation (NYSE:COF – Free Report) by 58.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Trivium Point Advisory LLC Takes Position in Vertex Pharmaceuticals Incorporated $VRTX

Trivium Point Advisory LLC Takes Position in Vertex Pharmaceuticals Incorporated $VRTX

Trivium Point Advisory LLC bought a new position in Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for PTC Inc. $PTC Shares Acquired by Nippon Life Global Investors Americas Inc.

PTC Inc. $PTC Shares Acquired by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. raised its stake in shares of PTC Inc. (NASDAQ:PTC – Free Report) by 59.0% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for 17,587 Shares in EOG Resources, Inc. $EOG Bought by Trivium Point Advisory LLC

17,587 Shares in EOG Resources, Inc. $EOG Bought by Trivium Point Advisory LLC

Trivium Point Advisory LLC purchased a new stake in EOG Resources, Inc. (NYSE:EOG – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased... More of this article »
Image for Persistent Asset Partners Ltd Acquires Shares of 138,272 Cogent Biosciences, Inc. $COGT

Persistent Asset Partners Ltd Acquires Shares of 138,272 Cogent Biosciences, Inc. $COGT

Persistent Asset Partners Ltd bought a new position in shares of Cogent Biosciences, Inc. (NASDAQ:COGT – Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for OneDigital Investment Advisors LLC Buys Shares of 21,093 Aflac Incorporated $AFL

OneDigital Investment Advisors LLC Buys Shares of 21,093 Aflac Incorporated $AFL

OneDigital Investment Advisors LLC purchased a new stake in shares of Aflac Incorporated (NYSE:AFL – Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for OneDigital Investment Advisors LLC Purchases New Holdings in Transdigm Group Incorporated $TDG

OneDigital Investment Advisors LLC Purchases New Holdings in Transdigm Group Incorporated $TDG

OneDigital Investment Advisors LLC acquired a new position in Transdigm Group Incorporated (NYSE:TDG – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 7,802... More of this article »
Image for Independent Financial Group LLC Has $128.19 Million Stake in Micron Technology, Inc. $MU

Independent Financial Group LLC Has $128.19 Million Stake in Micron Technology, Inc. $MU

Independent Financial Group LLC grew its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 199.2% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Critical Review: Ball (BALL) vs. Its Competitors

Critical Review: Ball (BALL) vs. Its Competitors

Ball (NYSE:BALL – Get Free Report) is one of 70 public companies in the “Containers & Packaging” industry, but how does it weigh in compared to its peers? We will compare Ball to similar businesses based on the... More of this article »
Image for Plato Investment Management Ltd Purchases Shares of 4,966 AppLovin Corporation $APP

Plato Investment Management Ltd Purchases Shares of 4,966 AppLovin Corporation $APP

Plato Investment Management Ltd acquired a new position in AppLovin Corporation (NASDAQ:APP – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Privium Fund Management UK Ltd Invests $7.53 Million in KraneShares CSI China Internet ETF $KWEB

Privium Fund Management UK Ltd Invests $7.53 Million in KraneShares CSI China Internet ETF $KWEB

Privium Fund Management UK Ltd acquired a new stake in KraneShares CSI China Internet ETF (NYSEARCA:KWEB – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for 9,409 Shares in The Kroger Co. $KR Acquired by Roman Butler Fullerton & Co.

9,409 Shares in The Kroger Co. $KR Acquired by Roman Butler Fullerton & Co.

Roman Butler Fullerton & Co. acquired a new stake in shares of The Kroger Co. (NYSE:KR – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 9,409 shares... More of this article »
Image for Nippon Life Global Investors Americas Inc. Purchases New Stake in NiSource, Inc $NI

Nippon Life Global Investors Americas Inc. Purchases New Stake in NiSource, Inc $NI

Nippon Life Global Investors Americas Inc. acquired a new position in shares of NiSource, Inc (NYSE:NI – Free Report) during the 2nd quarter, Holdings Channel.com reports. The firm acquired 13,670 shares of the utilities provider’s... More of this article »
Image for Jacobi Capital Management LLC Takes Position in Uber Technologies, Inc. $UBER

Jacobi Capital Management LLC Takes Position in Uber Technologies, Inc. $UBER

Jacobi Capital Management LLC acquired a new position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Image for State of Wyoming Acquires Shares of 6,260 UFP Industries, Inc. $UFPI

State of Wyoming Acquires Shares of 6,260 UFP Industries, Inc. $UFPI

State of Wyoming bought a new stake in shares of UFP Industries, Inc. (NASDAQ:UFPI – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 6,260... More of this article »
Image for Simplicity Wealth LLC Invests $1.81 Million in Tractor Supply Company $TSCO

Simplicity Wealth LLC Invests $1.81 Million in Tractor Supply Company $TSCO

Simplicity Wealth LLC bought a new stake in Tractor Supply Company (NASDAQ:TSCO – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Wealth Effects LLC Acquires Shares of 43,835 DigitalOcean Holdings, Inc. $DOCN

Wealth Effects LLC Acquires Shares of 43,835 DigitalOcean Holdings, Inc. $DOCN

Wealth Effects LLC bought a new position in DigitalOcean Holdings, Inc. (NYSE:DOCN – Free Report) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for 4,720 Shares in JBT Marel Corporation $JBTM Acquired by RW Investment Management LLC

4,720 Shares in JBT Marel Corporation $JBTM Acquired by RW Investment Management LLC

RW Investment Management LLC bought a new stake in JBT Marel Corporation (NYSE:JBTM – Free Report) during the second quarter, HoldingsChannel reports. The institutional investor bought 4,720 shares of the company’s stock,... More of this article »
Image for N.E.W. Advisory Services LLC Acquires New Position in DNP Select Income Fund Inc. $DNP

N.E.W. Advisory Services LLC Acquires New Position in DNP Select Income Fund Inc. $DNP

N.E.W. Advisory Services LLC bought a new position in shares of DNP Select Income Fund Inc. (NYSE:DNP – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for 19,873 Shares in Ollie’s Bargain Outlet Holdings, Inc. $OLLI Purchased by HBK Sorce Advisory LLC

19,873 Shares in Ollie’s Bargain Outlet Holdings, Inc. $OLLI Purchased by HBK Sorce Advisory LLC

HBK Sorce Advisory LLC acquired a new stake in Ollie’s Bargain Outlet Holdings, Inc. (NASDAQ:OLLI – Free Report) during the second quarter, Holdings Channel reports. The firm acquired 19,873 shares of the company’s... More of this article »
Image for Horizon Investment Services LLC Invests $2.14 Million in Ameren Corporation $AEE

Horizon Investment Services LLC Invests $2.14 Million in Ameren Corporation $AEE

Horizon Investment Services LLC bought a new position in shares of Ameren Corporation (NYSE:AEE – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for 2,260 Shares in Eli Lilly and Company $LLY Acquired by Meridian Management Co.

2,260 Shares in Eli Lilly and Company $LLY Acquired by Meridian Management Co.

Meridian Management Co. acquired a new stake in Eli Lilly and Company (NYSE:LLY – Free Report) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Medpace Holdings, Inc. (NASDAQ:MEDP) Receives Average Rating of “Hold” from Analysts

Medpace Holdings, Inc. (NASDAQ:MEDP) Receives Average Rating of “Hold” from Analysts

Medpace Holdings, Inc. (NASDAQ:MEDP – Get Free Report) has been assigned an average rating of “Hold” from the thirteen research firms that are currently covering the stock, Marketbeat reports. Ten analysts have rated... More of this article »
Image for Mondelez International, Inc. $MDLZ Shares Sold by Vontobel Holding Ltd.

Mondelez International, Inc. $MDLZ Shares Sold by Vontobel Holding Ltd.

Vontobel Holding Ltd. trimmed its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 13.4% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 77,845... More of this article »
Image for Titiun Yejiel Makes New Investment in Sprott Physical Gold and Silver Trust $CEF

Titiun Yejiel Makes New Investment in Sprott Physical Gold and Silver Trust $CEF

Titiun Yejiel bought a new stake in shares of Sprott Physical Gold and Silver Trust (NYSEAMERICAN:CEF – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »