Home » Author Archive

Image for Gateway Investment Advisers LLC Invests $879,000 in Ventas, Inc. (NYSE:VTR)

Gateway Investment Advisers LLC Invests $879,000 in Ventas, Inc. (NYSE:VTR)

Gateway Investment Advisers LLC acquired a new position in shares of Ventas, Inc. (NYSE:VTR – Free Report) in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Gateway Investment Advisers LLC Boosts Stock Position in Teva Pharmaceutical Industries Limited (NYSE:TEVA)

Gateway Investment Advisers LLC Boosts Stock Position in Teva Pharmaceutical Industries Limited (NYSE:TEVA)

Gateway Investment Advisers LLC lifted its holdings in Teva Pharmaceutical Industries Limited (NYSE:TEVA – Free Report) by 18.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for 59,114 Shares in Palantir Technologies Inc. (NASDAQ:PLTR) Purchased by Congress Asset Management Co.

59,114 Shares in Palantir Technologies Inc. (NASDAQ:PLTR) Purchased by Congress Asset Management Co.

Congress Asset Management Co. bought a new stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for AbbVie Inc. (NYSE:ABBV) Shares Sold by Congress Asset Management Co.

AbbVie Inc. (NYSE:ABBV) Shares Sold by Congress Asset Management Co.

Congress Asset Management Co. reduced its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 56.6% in the 1st quarter, HoldingsChannel reports. The fund owned 5,353 shares of the company’s stock after selling... More of this article »
Image for Congress Asset Management Co. Has $5.99 Million Position in iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK)

Congress Asset Management Co. Has $5.99 Million Position in iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK)

Congress Asset Management Co. lowered its stake in shares of iShares Core 30/70 Conservative Allocation ETF (NYSEARCA:AOK – Free Report) by 4.1% during the first quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Congress Asset Management Co. Lowers Position in JELD-WEN Holding, Inc. (NYSE:JELD)

Congress Asset Management Co. Lowers Position in JELD-WEN Holding, Inc. (NYSE:JELD)

Congress Asset Management Co. lessened its stake in JELD-WEN Holding, Inc. (NYSE:JELD – Free Report) by 6.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Congress Asset Management Co. Has $1.48 Million Stake in The Coca-Cola Company (NYSE:KO)

Congress Asset Management Co. Has $1.48 Million Stake in The Coca-Cola Company (NYSE:KO)

Congress Asset Management Co. decreased its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 1.4% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for MoneyLion Inc. (NYSE:ML) Receives Average Recommendation of “Moderate Buy” from Brokerages

MoneyLion Inc. (NYSE:ML) Receives Average Recommendation of “Moderate Buy” from Brokerages

MoneyLion Inc. (NYSE:ML – Get Free Report) has received a consensus recommendation of “Moderate Buy” from the seven brokerages that are covering the stock, Marketbeat Ratings reports. Three investment analysts have... More of this article »
Image for Kennametal Inc. (NYSE:KMT) Given Average Rating of “Reduce” by Analysts

Kennametal Inc. (NYSE:KMT) Given Average Rating of “Reduce” by Analysts

Kennametal Inc. (NYSE:KMT – Get Free Report) has been assigned a consensus recommendation of “Reduce” from the five ratings firms that are currently covering the stock, MarketBeat reports. One equities research analyst... More of this article »
Image for NANOPHASE TECHNOLOGIES Corp (NASDAQ:SLSN) COO Sells $147,466.60 in Stock

NANOPHASE TECHNOLOGIES Corp (NASDAQ:SLSN) COO Sells $147,466.60 in Stock

NANOPHASE TECHNOLOGIES Corp (NASDAQ:SLSN – Get Free Report) COO Kevin Cureton sold 38,807 shares of the firm’s stock in a transaction dated Friday, June 6th. The stock was sold at an average price of $3.80, for a total... More of this article »
Image for Modine Manufacturing (NYSE:MOD) Shares Sold by Congress Asset Management Co.

Modine Manufacturing (NYSE:MOD) Shares Sold by Congress Asset Management Co.

Congress Asset Management Co. decreased its position in Modine Manufacturing (NYSE:MOD – Free Report) by 0.7% in the 1st quarter, HoldingsChannel reports. The firm owned 52,370 shares of the auto parts company’s stock... More of this article »
Image for Congress Asset Management Co. Trims Stake in Marqeta, Inc. (NASDAQ:MQ)

Congress Asset Management Co. Trims Stake in Marqeta, Inc. (NASDAQ:MQ)

Congress Asset Management Co. reduced its stake in Marqeta, Inc. (NASDAQ:MQ – Free Report) by 0.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Superior Plus Corp. (TSE:SPB) Receives C$10.05 Consensus Target Price from Brokerages

Superior Plus Corp. (TSE:SPB) Receives C$10.05 Consensus Target Price from Brokerages

Shares of Superior Plus Corp. (TSE:SPB – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the twelve analysts that are presently covering the company, MarketBeat.com reports. Two research... More of this article »
Image for Head to Head Contrast: Gauzy (GAUZ) vs. Its Competitors

Head to Head Contrast: Gauzy (GAUZ) vs. Its Competitors

Gauzy (NASDAQ:GAUZ – Get Free Report) is one of 70 public companies in the “Miscellaneous electrical machinery, equipment, & supplies” industry, but how does it contrast to its rivals? We will compare Gauzy to... More of this article »
Image for Canada Goose Holdings Inc. (NYSE:GOOS) Receives Average Rating of “Reduce” from Brokerages

Canada Goose Holdings Inc. (NYSE:GOOS) Receives Average Rating of “Reduce” from Brokerages

Shares of Canada Goose Holdings Inc. (NYSE:GOOS – Get Free Report) have been given a consensus rating of “Reduce” by the eight ratings firms that are currently covering the stock, Marketbeat.com reports. Two analysts... More of this article »
Image for Comcast Co. (NASDAQ:CMCSA) Receives Average Rating of “Moderate Buy” from Brokerages

Comcast Co. (NASDAQ:CMCSA) Receives Average Rating of “Moderate Buy” from Brokerages

Shares of Comcast Co. (NASDAQ:CMCSA – Get Free Report) have been given a consensus recommendation of “Moderate Buy” by the twenty-two analysts that are presently covering the stock, Marketbeat reports. Two analysts... More of this article »
Image for Appian Co. (NASDAQ:APPN) Receives Average Recommendation of “Hold” from Analysts

Appian Co. (NASDAQ:APPN) Receives Average Recommendation of “Hold” from Analysts

Appian Co. (NASDAQ:APPN – Get Free Report) has been assigned a consensus recommendation of “Hold” from the eight research firms that are presently covering the company, Marketbeat reports. One equities research analyst... More of this article »
Image for Ciena Co. (NYSE:CIEN) Receives Average Rating of “Moderate Buy” from Brokerages

Ciena Co. (NYSE:CIEN) Receives Average Rating of “Moderate Buy” from Brokerages

Ciena Co. (NYSE:CIEN – Get Free Report) has received an average rating of “Moderate Buy” from the fourteen research firms that are currently covering the stock, MarketBeat reports. Five research analysts have rated... More of this article »
Image for Community Heritage Financial (OTCMKTS:CMHF) & Bar Harbor Bankshares (NYSE:BHB) Head to Head Survey

Community Heritage Financial (OTCMKTS:CMHF) & Bar Harbor Bankshares (NYSE:BHB) Head to Head Survey

Profitability This table compares Community Heritage Financial and Bar Harbor Bankshares’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Community Heritage Financial N/A N/A N/A Bar... More of this article »
Image for Brokerages Set Intellia Therapeutics, Inc. (NASDAQ:NTLA) PT at $34.95

Brokerages Set Intellia Therapeutics, Inc. (NASDAQ:NTLA) PT at $34.95

Shares of Intellia Therapeutics, Inc. (NASDAQ:NTLA – Get Free Report) have earned an average rating of “Moderate Buy” from the twenty-one analysts that are currently covering the stock, Marketbeat reports. One investment... More of this article »
Image for Morgan Stanley Cuts PVH (NYSE:PVH) Price Target to $64.00

Morgan Stanley Cuts PVH (NYSE:PVH) Price Target to $64.00

PVH (NYSE:PVH – Free Report) had its price target decreased by Morgan Stanley from $86.00 to $64.00 in a report published on Friday morning,Benzinga reports. Morgan Stanley currently has an equal weight rating on the textile... More of this article »
Image for Critical Review: AMB Financial (OTCMKTS:AMFC) & Logansport Financial (OTCMKTS:LOGN)

Critical Review: AMB Financial (OTCMKTS:AMFC) & Logansport Financial (OTCMKTS:LOGN)

Earnings & Valuation This table compares Logansport Financial and AMB Financial”s revenue, earnings per share and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Logansport... More of this article »
Image for Color Star Technology (NASDAQ:ADD) Cut to Sell at Wall Street Zen

Color Star Technology (NASDAQ:ADD) Cut to Sell at Wall Street Zen

Wall Street Zen downgraded shares of Color Star Technology (NASDAQ:ADD – Free Report) from a hold rating to a sell rating in a research note released on Friday morning. Color Star Technology Stock Down 1.4% Shares of NASDAQ ADD... More of this article »
Image for Sotera Health (NASDAQ:SHC) Stock Rating Lowered by Wall Street Zen

Sotera Health (NASDAQ:SHC) Stock Rating Lowered by Wall Street Zen

Sotera Health (NASDAQ:SHC – Get Free Report) was downgraded by analysts at Wall Street Zen from a “buy” rating to a “hold” rating in a research report issued to clients and investors on Saturday. Several... More of this article »
Image for Lottery.com (NASDAQ:LTRY) versus Datasea (NASDAQ:DTSS) Critical Contrast

Lottery.com (NASDAQ:LTRY) versus Datasea (NASDAQ:DTSS) Critical Contrast

Insider and Institutional Ownership 7.7% of Lottery.com shares are owned by institutional investors. Comparatively, 82.1% of Datasea shares are owned by institutional investors. 26.3% of Lottery.com shares are owned by insiders. Comparatively,... More of this article »
Image for Flagship Private Wealth LLC Boosts Stock Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Flagship Private Wealth LLC Boosts Stock Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Flagship Private Wealth LLC raised its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 11.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Bought by Hickory Point Bank & Trust

Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Bought by Hickory Point Bank & Trust

Hickory Point Bank & Trust grew its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 3.5% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Entertainment Stocks To Watch Today – June 8th

Entertainment Stocks To Watch Today – June 8th

Roblox, Alibaba Group, Target, SEA, Walt Disney, Arista Networks, and Live Nation Entertainment are the seven Entertainment stocks to watch today, according to MarketBeat’s stock screener tool. Entertainment stocks are shares... More of this article »
Image for Sila Realty Trust (SILA) versus Its Peers Financial Analysis

Sila Realty Trust (SILA) versus Its Peers Financial Analysis

Sila Realty Trust (NYSE:SILA – Get Free Report) is one of 293 publicly-traded companies in the “Real estate investment trusts” industry, but how does it compare to its rivals? We will compare Sila Realty Trust to... More of this article »
Image for Park Avenue Securities LLC Has $9.57 Million Position in Salesforce, Inc. (NYSE:CRM)

Park Avenue Securities LLC Has $9.57 Million Position in Salesforce, Inc. (NYSE:CRM)

Park Avenue Securities LLC increased its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 16.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Abacus Planning Group Inc. Takes Position in Uber Technologies, Inc. (NYSE:UBER)

Abacus Planning Group Inc. Takes Position in Uber Technologies, Inc. (NYSE:UBER)

Abacus Planning Group Inc. purchased a new position in Uber Technologies, Inc. (NYSE:UBER – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Global Wealth Management LLC Has $381,000 Holdings in SPDR Gold Shares (NYSEARCA:GLD)

Global Wealth Management LLC Has $381,000 Holdings in SPDR Gold Shares (NYSEARCA:GLD)

Global Wealth Management LLC raised its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 11.1% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,322 shares of the exchange... More of this article »
Image for Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Independence Bank of Kentucky

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Independence Bank of Kentucky

Independence Bank of Kentucky lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 36.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Revolve Wealth Partners LLC Buys 261 Shares of Oracle Co. (NYSE:ORCL)

Revolve Wealth Partners LLC Buys 261 Shares of Oracle Co. (NYSE:ORCL)

Revolve Wealth Partners LLC lifted its stake in Oracle Co. (NYSE:ORCL – Free Report) by 4.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for ARS Wealth Advisors Group LLC Has $2.35 Million Stock Position in McDonald’s Co. (NYSE:MCD)

ARS Wealth Advisors Group LLC Has $2.35 Million Stock Position in McDonald’s Co. (NYSE:MCD)

ARS Wealth Advisors Group LLC lowered its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 2.7% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 7,528 shares... More of this article »
Image for PFW Advisors LLC Purchases 711 Shares of Tesla, Inc. (NASDAQ:TSLA)

PFW Advisors LLC Purchases 711 Shares of Tesla, Inc. (NASDAQ:TSLA)

PFW Advisors LLC raised its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 34.6% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Top Cloud Storage Stocks Worth Watching – June 8th

Top Cloud Storage Stocks Worth Watching – June 8th

NetApp, Commvault Systems, Alarm.com, GoPro, and Tuya are the five Cloud Storage stocks to watch today, according to MarketBeat’s stock screener tool. Cloud storage stocks are shares of publicly traded companies that provide... More of this article »
Image for Lithium Stocks To Research – June 5th

Lithium Stocks To Research – June 5th

Exxon Mobil, Albemarle, and Rio Tinto Group are the three Lithium stocks to watch today, according to MarketBeat’s stock screener tool. Lithium stocks are shares of companies involved in the exploration, mining, processing... More of this article »
Image for Griffith & Werner Inc. Sells 423 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Griffith & Werner Inc. Sells 423 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Griffith & Werner Inc. reduced its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 41.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for KMG Fiduciary Partners LLC Lowers Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

KMG Fiduciary Partners LLC Lowers Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

KMG Fiduciary Partners LLC cut its stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for The Coca-Cola Company (NYSE:KO) Stock Position Raised by Hickory Point Bank & Trust

The Coca-Cola Company (NYSE:KO) Stock Position Raised by Hickory Point Bank & Trust

Hickory Point Bank & Trust lifted its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 3.8% in the first quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for PFW Advisors LLC Has $16.04 Million Stock Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

PFW Advisors LLC Has $16.04 Million Stock Position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)

PFW Advisors LLC decreased its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 2.3% during the first quarter, Holdings Channel reports. The fund owned 188,596 shares of the company’s stock... More of this article »
Image for PFW Advisors LLC Lowers Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

PFW Advisors LLC Lowers Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

PFW Advisors LLC decreased its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 4.0% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Image for Miracle Mile Advisors LLC Has $12.54 Million Stock Position in Broadcom Inc. (NASDAQ:AVGO)

Miracle Mile Advisors LLC Has $12.54 Million Stock Position in Broadcom Inc. (NASDAQ:AVGO)

Miracle Mile Advisors LLC reduced its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Rockwood Wealth Management LLC Has $357,000 Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Rockwood Wealth Management LLC Has $357,000 Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Rockwood Wealth Management LLC boosted its holdings in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 34.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Comparing Vivos Therapeutics (NASDAQ:VVOS) and QHSLab (OTCMKTS:USAQ)

Comparing Vivos Therapeutics (NASDAQ:VVOS) and QHSLab (OTCMKTS:USAQ)

Vivos Therapeutics (NASDAQ:VVOS – Get Free Report) and QHSLab (OTCMKTS:USAQ – Get Free Report) are both small-cap medical companies, but which is the better business? We will compare the two companies based on the strength... More of this article »
Image for Pillar Financial Advisors LLC Cuts Holdings in Vanguard Total Bond Market ETF (NASDAQ:BND)

Pillar Financial Advisors LLC Cuts Holdings in Vanguard Total Bond Market ETF (NASDAQ:BND)

Pillar Financial Advisors LLC trimmed its holdings in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Cedar Mountain Advisors LLC Purchases Shares of 2,251 JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Cedar Mountain Advisors LLC Purchases Shares of 2,251 JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)

Cedar Mountain Advisors LLC purchased a new stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for BCS Wealth Management Reduces Holdings in AT&T Inc. (NYSE:T)

BCS Wealth Management Reduces Holdings in AT&T Inc. (NYSE:T)

BCS Wealth Management decreased its position in AT&T Inc. (NYSE:T – Free Report) by 1.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Bennett Selby Investments LP Grows Stock Holdings in The Home Depot, Inc. (NYSE:HD)

Bennett Selby Investments LP Grows Stock Holdings in The Home Depot, Inc. (NYSE:HD)

Bennett Selby Investments LP increased its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 22.0% during the first quarter, Holdings Channel reports. The institutional investor owned 2,566 shares of the home... More of this article »