Home » Author Archive

Image for Ovata Capital Management Ltd Sells 2,900 Shares of Alphabet Inc. $GOOG

Ovata Capital Management Ltd Sells 2,900 Shares of Alphabet Inc. $GOOG

Ovata Capital Management Ltd trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 31.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 6,400 shares of the information services provider’s... More of this article »
Image for Aleph Zero Trading Down 10.5% Over Last Week (AZERO)

Aleph Zero Trading Down 10.5% Over Last Week (AZERO)

Aleph Zero (AZERO) traded 0.5% lower against the U.S. dollar during the 1-day period ending at 9:00 AM ET on June 21st. One Aleph Zero coin can currently be bought for about $0.0054 or 0.00000008 BTC on major exchanges. Over the last... More of this article »
Image for Frax (FRAX) Reaches 24-Hour Trading Volume of $49.21 Thousand

Frax (FRAX) Reaches 24-Hour Trading Volume of $49.21 Thousand

Frax (FRAX) traded up 0% against the dollar during the one day period ending at 9:00 AM ET on June 21st. During the last week, Frax has traded 0.2% lower against the dollar. Frax has a market cap of $239.53 million and $49.21 thousand... More of this article »
Image for Quotient Wealth Partners LLC Has $233.09 Million Stake in iShares Core MSCI EAFE ETF $IEFA

Quotient Wealth Partners LLC Has $233.09 Million Stake in iShares Core MSCI EAFE ETF $IEFA

Quotient Wealth Partners LLC increased its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 8.8% during the 1st quarter, HoldingsChannel reports. The fund owned 2,574,775 shares of the company’s... More of this article »
Image for RFG Holdings Inc. Buys Shares of 4,100 Micron Technology, Inc. $MU

RFG Holdings Inc. Buys Shares of 4,100 Micron Technology, Inc. $MU

RFG Holdings Inc. purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the first quarter, according to its most recent filing with the SEC. The firm purchased 4,100 shares of the semiconductor... More of this article »
Image for Kodiak AI (KDK) and The Competition Head-To-Head Analysis

Kodiak AI (KDK) and The Competition Head-To-Head Analysis

Kodiak AI (NASDAQ:KDK – Get Free Report) is one of 330 publicly-traded companies in the “Investment Offices” industry, but how does it compare to its competitors? We will compare Kodiak AI to similar companies based... More of this article »
Image for VVR Holdings LLC Sells 5,448 Shares of SPDR Gold Shares $GLD

VVR Holdings LLC Sells 5,448 Shares of SPDR Gold Shares $GLD

VVR Holdings LLC cut its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 22.5% in the first quarter, Holdings Channel reports. The firm owned 18,819 shares of the exchange traded fund’s stock after... More of this article »
Image for McClarren Financial Advisors Inc. Raises Stock Position in Vanguard Total International Stock ETF $VXUS

McClarren Financial Advisors Inc. Raises Stock Position in Vanguard Total International Stock ETF $VXUS

McClarren Financial Advisors Inc. raised its holdings in Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 320.3% in the first quarter, Holdings Channel.com reports. The fund owned 96,363 shares of the company’s... More of this article »
Image for Dianthus Therapeutics (NASDAQ:DNTH) vs. Moderna (NASDAQ:MRNA) Financial Analysis

Dianthus Therapeutics (NASDAQ:DNTH) vs. Moderna (NASDAQ:MRNA) Financial Analysis

Dianthus Therapeutics (NASDAQ:DNTH – Get Free Report) and Moderna (NASDAQ:MRNA – Get Free Report) are both medical companies, but which is the superior stock? We will compare the two companies based on the strength of their... More of this article »
Image for Diversified Trust Co Trims Stock Position in ASML Holding N.V. $ASML

Diversified Trust Co Trims Stock Position in ASML Holding N.V. $ASML

Diversified Trust Co trimmed its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 10.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Freedom Financial Partners LLC Invests $1.13 Million in Cohen & Steers Real Estate Active ETF $CSRE

Freedom Financial Partners LLC Invests $1.13 Million in Cohen & Steers Real Estate Active ETF $CSRE

Freedom Financial Partners LLC bought a new stake in Cohen & Steers Real Estate Active ETF (NYSEARCA:CSRE – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for E. Ohman J or Asset Management AB Reduces Stock Holdings in Intuit Inc. $INTU

E. Ohman J or Asset Management AB Reduces Stock Holdings in Intuit Inc. $INTU

E. Ohman J or Asset Management AB lowered its stake in Intuit Inc. (NASDAQ:INTU – Free Report) by 23.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Contrasting Cartesian Growth Corp III (CGCT) & Its Rivals

Contrasting Cartesian Growth Corp III (CGCT) & Its Rivals

Cartesian Growth Corp III (NASDAQ:CGCT – Get Free Report) is one of 330 publicly-traded companies in the “Investment Offices” industry, but how does it contrast to its rivals? We will compare Cartesian Growth Corp... More of this article »
Image for Contrasting Merck KGaA (OTCMKTS:MKGAF) & Whitehawk Therapeutics (NASDAQ:WHWK)

Contrasting Merck KGaA (OTCMKTS:MKGAF) & Whitehawk Therapeutics (NASDAQ:WHWK)

Merck KGaA (OTCMKTS:MKGAF – Get Free Report) and Whitehawk Therapeutics (NASDAQ:WHWK – Get Free Report) are both medical companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
Image for RichQUACK.com (QUACK) Market Cap Achieves $1.39 Million

RichQUACK.com (QUACK) Market Cap Achieves $1.39 Million

RichQUACK.com (QUACK) traded up 0.3% against the dollar during the 1 day period ending at 8:00 AM E.T. on June 21st. RichQUACK.com has a total market capitalization of $1.39 million and $235.01 worth of RichQUACK.com was traded on... More of this article »
Image for Fetch.ai Price Hits $0.19 on Top Exchanges (FET)

Fetch.ai Price Hits $0.19 on Top Exchanges (FET)

Fetch.ai (FET) traded 1.7% lower against the US dollar during the twenty-four hour period ending at 8:00 AM Eastern on June 21st. Over the last week, Fetch.ai has traded down 10.8% against the US dollar. Fetch.ai has a total market... More of this article »
Image for Elbit Systems Ltd. (ESLT) to Issue Quarterly Dividend of $1.00 on July 6th

Elbit Systems Ltd. (ESLT) to Issue Quarterly Dividend of $1.00 on July 6th

Elbit Systems Ltd. (NASDAQ:ESLT – Get Free Report) declared a quarterly dividend on Monday, May 25th. Stockholders of record on Tuesday, June 23rd will be paid a dividend of 1.00 per share by the aerospace company on Monday,... More of this article »
Image for Thompson Davis & CO. Inc. Makes New $346,000 Investment in Sandisk Corporation $SNDK

Thompson Davis & CO. Inc. Makes New $346,000 Investment in Sandisk Corporation $SNDK

Thompson Davis & CO. Inc. purchased a new position in shares of Sandisk Corporation (NASDAQ:SNDK – Free Report) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for McClarren Financial Advisors Inc. Has $976,000 Stake in Vanguard FTSE All-World ex-US ETF $VEU

McClarren Financial Advisors Inc. Has $976,000 Stake in Vanguard FTSE All-World ex-US ETF $VEU

McClarren Financial Advisors Inc. increased its stake in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 679.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for McClarren Financial Advisors Inc. Raises Holdings in Vanguard High Dividend Yield ETF $VYM

McClarren Financial Advisors Inc. Raises Holdings in Vanguard High Dividend Yield ETF $VYM

McClarren Financial Advisors Inc. lifted its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 50.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for 587 Shares in GE Vernova Inc. $GEV Bought by Old North State Trust LLC

587 Shares in GE Vernova Inc. $GEV Bought by Old North State Trust LLC

Old North State Trust LLC acquired a new stake in GE Vernova Inc. (NYSE:GEV – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Reviewing ENI (NYSE:E) and New Fortress Energy (NASDAQ:NFE)

Reviewing ENI (NYSE:E) and New Fortress Energy (NASDAQ:NFE)

ENI (NYSE:E – Get Free Report) and New Fortress Energy (NASDAQ:NFE – Get Free Report) are both energy companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation,... More of this article »
Image for Contrasting OrthoPediatrics (NASDAQ:KIDS) and PAVmed (NASDAQ:PAVM)

Contrasting OrthoPediatrics (NASDAQ:KIDS) and PAVmed (NASDAQ:PAVM)

OrthoPediatrics (NASDAQ:KIDS – Get Free Report) and PAVmed (NASDAQ:PAVM – Get Free Report) are both small-cap medical companies, but which is the better stock? We will contrast the two companies based on the strength of... More of this article »
Image for Ignition (FBTC) Price Tops $63,875.93 on Major Exchanges

Ignition (FBTC) Price Tops $63,875.93 on Major Exchanges

Ignition (FBTC) traded up 1% against the U.S. dollar during the 24-hour period ending at 7:00 AM ET on June 21st. One Ignition token can currently be purchased for $63,875.93 or 0.99423321 BTC on popular cryptocurrency exchanges. In... More of this article »
Image for 85,154 Shares in Medtronic PLC $MDT Acquired by Purpose Unlimited Inc.

85,154 Shares in Medtronic PLC $MDT Acquired by Purpose Unlimited Inc.

Purpose Unlimited Inc. acquired a new stake in shares of Medtronic PLC (NYSE:MDT – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for BlackBerry Limited $BB Shares Sold by Thompson Davis & CO. Inc.

BlackBerry Limited $BB Shares Sold by Thompson Davis & CO. Inc.

Thompson Davis & CO. Inc. cut its stake in shares of BlackBerry Limited (NYSE:BB – Free Report) by 82.8% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Nations Financial Group Inc. IA ADV Sells 15,181 Shares of abrdn Physical Silver Shares ETF $SIVR

Nations Financial Group Inc. IA ADV Sells 15,181 Shares of abrdn Physical Silver Shares ETF $SIVR

Nations Financial Group Inc. IA ADV lessened its stake in abrdn Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 17.8% during the first quarter, HoldingsChannel reports. The institutional investor owned 69,938 shares... More of this article »
Image for Cornerstone Planning LLC Invests $2.51 Million in Blackstone Inc. $BX

Cornerstone Planning LLC Invests $2.51 Million in Blackstone Inc. $BX

Cornerstone Planning LLC purchased a new stake in shares of Blackstone Inc. (NYSE:BX – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Westmount Partners LLC Grows Holdings in iShares MSCI Emerging Markets ETF $EEM

Westmount Partners LLC Grows Holdings in iShares MSCI Emerging Markets ETF $EEM

Westmount Partners LLC raised its holdings in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Free Report) by 83.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for J. Derek Lewis & Associates Inc. Buys New Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

J. Derek Lewis & Associates Inc. Buys New Holdings in Vanguard Tax-Exempt Bond ETF $VTEB

J. Derek Lewis & Associates Inc. purchased a new position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Schwab Fundamental U.S. Large Company ETF $FNDX Stake Boosted by Solitude Financial Services

Schwab Fundamental U.S. Large Company ETF $FNDX Stake Boosted by Solitude Financial Services

Solitude Financial Services increased its position in Schwab Fundamental U.S. Large Company ETF (NYSEARCA:FNDX – Free Report) by 1.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for AutoZone, Inc. $AZO Shares Sold by Diversified Trust Co

AutoZone, Inc. $AZO Shares Sold by Diversified Trust Co

Diversified Trust Co lessened its stake in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 23.4% 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 Pullen Investment Management LLC Grows Stake in Driven Brands Holdings Inc. $DRVN

Pullen Investment Management LLC Grows Stake in Driven Brands Holdings Inc. $DRVN

Pullen Investment Management LLC increased its stake in shares of Driven Brands Holdings Inc. (NASDAQ:DRVN – Free Report) by 141.4% during the 1st quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Image for Weatherly Asset Management L. P. Has $37.04 Million Holdings in JPMorgan Ultra-Short Municipal ETF $JMST

Weatherly Asset Management L. P. Has $37.04 Million Holdings in JPMorgan Ultra-Short Municipal ETF $JMST

Weatherly Asset Management L. P. grew its stake in shares of JPMorgan Ultra-Short Municipal ETF (BATS:JMST – Free Report) by 2.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Nations Financial Group Inc. IA ADV Reduces Stock Position in Vanguard High Dividend Yield ETF $VYM

Nations Financial Group Inc. IA ADV Reduces Stock Position in Vanguard High Dividend Yield ETF $VYM

Nations Financial Group Inc. IA ADV lowered its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 4.5% in the first quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Dimensional U.S. Core Equity 2 ETF $DFAC is Midwest Heritage Bank FSB’s Largest Position

Dimensional U.S. Core Equity 2 ETF $DFAC is Midwest Heritage Bank FSB’s Largest Position

Midwest Heritage Bank FSB lifted its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 3.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for WESPAC Advisors SoCal LLC Invests $868,000 in AGNC Investment Corp. $AGNC

WESPAC Advisors SoCal LLC Invests $868,000 in AGNC Investment Corp. $AGNC

WESPAC Advisors SoCal LLC bought a new stake in shares of AGNC Investment Corp. (NASDAQ:AGNC – Free Report) during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Head-To-Head Survey: Pacific Basin Shipping (OTCMKTS:PCFBY) versus Cadeler A/S (NYSE:CDLR)

Head-To-Head Survey: Pacific Basin Shipping (OTCMKTS:PCFBY) versus Cadeler A/S (NYSE:CDLR)

Pacific Basin Shipping (OTCMKTS:PCFBY – Get Free Report) and Cadeler A/S (NYSE:CDLR – Get Free Report) are both transportation companies, but which is the better stock? We will contrast the two businesses based on the strength... More of this article »
Image for Infinity Natural Resources (NYSE:INR) & Nostrum Oil & Gas (OTCMKTS:NSTRY) Critical Analysis

Infinity Natural Resources (NYSE:INR) & Nostrum Oil & Gas (OTCMKTS:NSTRY) Critical Analysis

Infinity Natural Resources (NYSE:INR – Get Free Report) and Nostrum Oil & Gas (OTCMKTS:NSTRY – Get Free Report) are both small-cap basic materials companies, but which is the superior stock? We will contrast the two... More of this article »
Image for McAlvany Wealth Management LLC Makes New Investment in Expand Energy Corporation $EXE

McAlvany Wealth Management LLC Makes New Investment in Expand Energy Corporation $EXE

McAlvany Wealth Management LLC acquired a new position in Expand Energy Corporation (NASDAQ:EXE – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for McAlvany Wealth Management LLC Invests $2.60 Million in Vox Royalty Corp. $VOXR

McAlvany Wealth Management LLC Invests $2.60 Million in Vox Royalty Corp. $VOXR

McAlvany Wealth Management LLC acquired a new stake in Vox Royalty Corp. (NASDAQ:VOXR – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Purpose Unlimited Inc. Invests $2.65 Million in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV

Purpose Unlimited Inc. Invests $2.65 Million in BondBloxx Bloomberg Five Year Target Duration US Treasury ETF $XFIV

Purpose Unlimited Inc. bought a new stake in shares of BondBloxx Bloomberg Five Year Target Duration US Treasury ETF (NYSEARCA:XFIV – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the... More of this article »
Image for Purpose Unlimited Inc. Takes Position in Coinbase Global, Inc. $COIN

Purpose Unlimited Inc. Takes Position in Coinbase Global, Inc. $COIN

Purpose Unlimited Inc. bought a new position in shares of Coinbase Global, Inc. (NASDAQ:COIN) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Purpose Unlimited Inc. Acquires Shares of 338,924 Invesco S&P Emerging Markets Low Volatility ETF $EELV

Purpose Unlimited Inc. Acquires Shares of 338,924 Invesco S&P Emerging Markets Low Volatility ETF $EELV

Purpose Unlimited Inc. acquired a new stake in shares of Invesco S&P Emerging Markets Low Volatility ETF (NYSEARCA:EELV – Free Report) during the 4th quarter, according to the company in its most recent filing with the... More of this article »
Image for Purpose Unlimited Inc. Takes Position in Cenovus Energy Inc $CVE

Purpose Unlimited Inc. Takes Position in Cenovus Energy Inc $CVE

Purpose Unlimited Inc. bought a new stake in shares of Cenovus Energy Inc (NYSE:CVE – Free Report) (TSE:CVE) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought... More of this article »
Image for J. Derek Lewis & Associates Inc. Purchases Shares of 105,281 Capital Group New Geography Equity ETF $CGNG

J. Derek Lewis & Associates Inc. Purchases Shares of 105,281 Capital Group New Geography Equity ETF $CGNG

J. Derek Lewis & Associates Inc. purchased a new stake in Capital Group New Geography Equity ETF (NYSEARCA:CGNG – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for 18,622 Shares in Circle Internet Group, Inc. $CRCL Acquired by J. Derek Lewis & Associates Inc.

18,622 Shares in Circle Internet Group, Inc. $CRCL Acquired by J. Derek Lewis & Associates Inc.

J. Derek Lewis & Associates Inc. bought a new stake in shares of Circle Internet Group, Inc. (NYSE:CRCL – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for J. Derek Lewis & Associates Inc. Buys Shares of 315,000 OPAL Fuels Inc. $OPAL

J. Derek Lewis & Associates Inc. Buys Shares of 315,000 OPAL Fuels Inc. $OPAL

J. Derek Lewis & Associates Inc. bought a new position in OPAL Fuels Inc. (NASDAQ:OPAL – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Stance Capital LLC Makes New $1.35 Million Investment in Ciena Corporation $CIEN

Stance Capital LLC Makes New $1.35 Million Investment in Ciena Corporation $CIEN

Stance Capital LLC bought a new stake in Ciena Corporation (NYSE:CIEN – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Rockefeller Capital Management L.P. Lowers Position in RadNet, Inc. $RDNT

Rockefeller Capital Management L.P. Lowers Position in RadNet, Inc. $RDNT

Rockefeller Capital Management L.P. decreased its stake in shares of RadNet, Inc. (NASDAQ:RDNT – Free Report) by 27.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »