Home » Author Archive

Image for GoalVest Advisory LLC Has $118,000 Stock Position in Meta Platforms, Inc. (NASDAQ:META)

GoalVest Advisory LLC Has $118,000 Stock Position in Meta Platforms, Inc. (NASDAQ:META)

GoalVest Advisory LLC lessened its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 42.8% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 202 shares of the social... More of this article »
Image for Meta Platforms, Inc. (NASDAQ:META) Shares Purchased by Bartlett & CO. Wealth Management LLC

Meta Platforms, Inc. (NASDAQ:META) Shares Purchased by Bartlett & CO. Wealth Management LLC

Bartlett & CO. Wealth Management LLC lifted its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Merit Financial Group LLC Takes Position in TE Connectivity Ltd. (NYSE:TEL)

Merit Financial Group LLC Takes Position in TE Connectivity Ltd. (NYSE:TEL)

Merit Financial Group LLC bought a new stake in TE Connectivity Ltd. (NYSE:TEL – Free Report) during the fourth quarter, HoldingsChannel reports. The fund bought 1,658 shares of the electronics maker’s stock, valued at... More of this article »
Image for Atomi Financial Group Inc. Increases Stock Holdings in Antero Resources Co. (NYSE:AR)

Atomi Financial Group Inc. Increases Stock Holdings in Antero Resources Co. (NYSE:AR)

Atomi Financial Group Inc. boosted its holdings in shares of Antero Resources Co. (NYSE:AR – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Kinsale Capital Group, Inc. (NYSE:KNSL) Stock Holdings Increased by Janney Montgomery Scott LLC

Kinsale Capital Group, Inc. (NYSE:KNSL) Stock Holdings Increased by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC boosted its stake in shares of Kinsale Capital Group, Inc. (NYSE:KNSL – Free Report) by 655.9% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Barclays Raises Brinker International (NYSE:EAT) Price Target to $150.00

Barclays Raises Brinker International (NYSE:EAT) Price Target to $150.00

Brinker International (NYSE:EAT – Get Free Report) had its price target boosted by equities researchers at Barclays from $143.00 to $150.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has... More of this article »
Image for Nisa Investment Advisors LLC Has $3.22 Million Holdings in Southwest Airlines Co. (NYSE:LUV)

Nisa Investment Advisors LLC Has $3.22 Million Holdings in Southwest Airlines Co. (NYSE:LUV)

Nisa Investment Advisors LLC trimmed its holdings in shares of Southwest Airlines Co. (NYSE:LUV – Free Report) by 2.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for SG Americas Securities LLC Has $3.83 Million Holdings in Belden Inc. (NYSE:BDC)

SG Americas Securities LLC Has $3.83 Million Holdings in Belden Inc. (NYSE:BDC)

SG Americas Securities LLC increased its stake in shares of Belden Inc. (NYSE:BDC – Free Report) by 0.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 34,018 shares of the industrial products company’s... More of this article »
Image for Merit Financial Group LLC Acquires Shares of 10,055 Coterra Energy Inc. (NYSE:CTRA)

Merit Financial Group LLC Acquires Shares of 10,055 Coterra Energy Inc. (NYSE:CTRA)

Merit Financial Group LLC bought a new position in shares of Coterra Energy Inc. (NYSE:CTRA – Free Report) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 10,055 shares of the company’s... More of this article »
Image for CSX (NASDAQ:CSX) Given “Outperform” Rating at Raymond James

CSX (NASDAQ:CSX) Given “Outperform” Rating at Raymond James

CSX (NASDAQ:CSX – Get Free Report)‘s stock had its “outperform” rating reaffirmed by investment analysts at Raymond James in a research note issued on Friday,Benzinga reports. They currently have a $37.00 price... More of this article »
Image for JPMorgan Chase & Co. Has Lowered Expectations for CSX (NASDAQ:CSX) Stock Price

JPMorgan Chase & Co. Has Lowered Expectations for CSX (NASDAQ:CSX) Stock Price

CSX (NASDAQ:CSX – Get Free Report) had its target price decreased by investment analysts at JPMorgan Chase & Co. from $38.00 to $37.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has... More of this article »
Image for Commerce Bancshares (NASDAQ:CBSH) Price Target Raised to $72.00

Commerce Bancshares (NASDAQ:CBSH) Price Target Raised to $72.00

Commerce Bancshares (NASDAQ:CBSH – Free Report) had its target price boosted by Piper Sandler from $69.00 to $72.00 in a research report sent to investors on Thursday,Benzinga reports. The firm currently has a neutral rating... More of this article »
Image for Baker Ellis Asset Management LLC Sells 296 Shares of Johnson & Johnson (NYSE:JNJ)

Baker Ellis Asset Management LLC Sells 296 Shares of Johnson & Johnson (NYSE:JNJ)

Baker Ellis Asset Management LLC lessened its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Dakota Wealth Management Cuts Position in Merit Medical Systems, Inc. (NASDAQ:MMSI)

Dakota Wealth Management Cuts Position in Merit Medical Systems, Inc. (NASDAQ:MMSI)

Dakota Wealth Management reduced its stake in shares of Merit Medical Systems, Inc. (NASDAQ:MMSI – Free Report) by 27.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for McDonald’s Co. (NYSE:MCD) Shares Sold by SG Americas Securities LLC

McDonald’s Co. (NYSE:MCD) Shares Sold by SG Americas Securities LLC

SG Americas Securities LLC decreased its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 97.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,300... More of this article »
Image for SG Americas Securities LLC Increases Position in AAON, Inc. (NASDAQ:AAON)

SG Americas Securities LLC Increases Position in AAON, Inc. (NASDAQ:AAON)

SG Americas Securities LLC grew its holdings in shares of AAON, Inc. (NASDAQ:AAON – Free Report) by 691.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 24,666 shares of the construction... More of this article »
Image for SG Americas Securities LLC Raises Holdings in Pentair plc (NYSE:PNR)

SG Americas Securities LLC Raises Holdings in Pentair plc (NYSE:PNR)

SG Americas Securities LLC boosted its stake in shares of Pentair plc (NYSE:PNR – Free Report) by 140.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Gartner, Inc. (NYSE:IT) Shares Sold by Bartlett & CO. Wealth Management LLC

Gartner, Inc. (NYSE:IT) Shares Sold by Bartlett & CO. Wealth Management LLC

Bartlett & CO. Wealth Management LLC trimmed its stake in shares of Gartner, Inc. (NYSE:IT – Free Report) by 32.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Janney Montgomery Scott LLC Sells 1,958 Shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

Janney Montgomery Scott LLC Sells 1,958 Shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)

Janney Montgomery Scott LLC lowered its position in shares of Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Free Report) by 1.1% in the fourth quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for Dakota Wealth Management Reduces Position in STERIS plc (NYSE:STE)

Dakota Wealth Management Reduces Position in STERIS plc (NYSE:STE)

Dakota Wealth Management decreased its stake in shares of STERIS plc (NYSE:STE – Free Report) by 2.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Dakota Wealth Management Purchases New Position in AppFolio, Inc. (NASDAQ:APPF)

Dakota Wealth Management Purchases New Position in AppFolio, Inc. (NASDAQ:APPF)

Dakota Wealth Management acquired a new position in shares of AppFolio, Inc. (NASDAQ:APPF – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Freeport-McMoRan (NYSE:FCX) Cut to “Hold” at Jefferies Financial Group

Freeport-McMoRan (NYSE:FCX) Cut to “Hold” at Jefferies Financial Group

Freeport-McMoRan (NYSE:FCX – Get Free Report) was downgraded by investment analysts at Jefferies Financial Group from a “buy” rating to a “hold” rating in a report released on Friday, MarketBeat Ratings... More of this article »
Image for TE Connectivity (NYSE:TEL) Upgraded at HSBC

TE Connectivity (NYSE:TEL) Upgraded at HSBC

HSBC upgraded shares of TE Connectivity (NYSE:TEL – Free Report) from a reduce rating to a hold rating in a research note published on Thursday, Marketbeat reports. The brokerage currently has $166.00 price target on the electronics... More of this article »
Image for DexCom, Inc. (NASDAQ:DXCM) Shares Bought by Janney Montgomery Scott LLC

DexCom, Inc. (NASDAQ:DXCM) Shares Bought by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC lifted its stake in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) by 2,226.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Janney Montgomery Scott LLC Cuts Stock Holdings in iShares J.P. Morgan USD Emerging Markets Bond ETF (NASDAQ:EMB)

Janney Montgomery Scott LLC Cuts Stock Holdings in iShares J.P. Morgan USD Emerging Markets Bond ETF (NASDAQ:EMB)

Janney Montgomery Scott LLC lowered its stake in iShares J.P. Morgan USD Emerging Markets Bond ETF (NASDAQ:EMB – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for LKQ Co. (NASDAQ:LKQ) Position Increased by Crossmark Global Holdings Inc.

LKQ Co. (NASDAQ:LKQ) Position Increased by Crossmark Global Holdings Inc.

Crossmark Global Holdings Inc. raised its holdings in shares of LKQ Co. (NASDAQ:LKQ – Free Report) by 2.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Newmont Co. (NYSE:NEM) Stock Holdings Raised by Nisa Investment Advisors LLC

Newmont Co. (NYSE:NEM) Stock Holdings Raised by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC raised its stake in Newmont Co. (NYSE:NEM – Free Report) by 0.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 119,987 shares of the basic materials company’s stock after... More of this article »
Image for Comerica Incorporated (NYSE:CMA) Shares Sold by Nisa Investment Advisors LLC

Comerica Incorporated (NYSE:CMA) Shares Sold by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC trimmed its position in Comerica Incorporated (NYSE:CMA – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Crossmark Global Holdings Inc. Has $737,000 Stake in Wipro Limited (NYSE:WIT)

Crossmark Global Holdings Inc. Has $737,000 Stake in Wipro Limited (NYSE:WIT)

Crossmark Global Holdings Inc. boosted its holdings in Wipro Limited (NYSE:WIT – Free Report) by 100.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Crossmark Global Holdings Inc. Sells 276 Shares of Domino’s Pizza, Inc. (NASDAQ:DPZ)

Crossmark Global Holdings Inc. Sells 276 Shares of Domino’s Pizza, Inc. (NASDAQ:DPZ)

Crossmark Global Holdings Inc. lowered its stake in Domino’s Pizza, Inc. (NASDAQ:DPZ – Free Report) by 13.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Nisa Investment Advisors LLC Reduces Stock Position in Natera, Inc. (NASDAQ:NTRA)

Nisa Investment Advisors LLC Reduces Stock Position in Natera, Inc. (NASDAQ:NTRA)

Nisa Investment Advisors LLC trimmed its position in Natera, Inc. (NASDAQ:NTRA – Free Report) by 2.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Annaly Capital Management, Inc. (NYSE:NLY) Shares Acquired by Nisa Investment Advisors LLC

Annaly Capital Management, Inc. (NYSE:NLY) Shares Acquired by Nisa Investment Advisors LLC

Nisa Investment Advisors LLC boosted its position in Annaly Capital Management, Inc. (NYSE:NLY – Free Report) by 4.9% during the fourth quarter, Holdings Channel.com reports. The fund owned 186,470 shares of the real estate... More of this article »
Image for Nisa Investment Advisors LLC Acquires 104,704 Shares of International Seaways, Inc. (NYSE:INSW)

Nisa Investment Advisors LLC Acquires 104,704 Shares of International Seaways, Inc. (NYSE:INSW)

Nisa Investment Advisors LLC increased its holdings in shares of International Seaways, Inc. (NYSE:INSW – Free Report) by 1,677.7% during the 4th quarter, HoldingsChannel reports. The firm owned 110,945 shares of the transportation... More of this article »
Image for Nisa Investment Advisors LLC Sells 42,983 Shares of Host Hotels & Resorts, Inc. (NASDAQ:HST)

Nisa Investment Advisors LLC Sells 42,983 Shares of Host Hotels & Resorts, Inc. (NASDAQ:HST)

Nisa Investment Advisors LLC trimmed its position in shares of Host Hotels & Resorts, Inc. (NASDAQ:HST – Free Report) by 14.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 262,126 shares of the company’s... More of this article »
Image for Nisa Investment Advisors LLC Has $3.25 Million Stock Position in CubeSmart (NYSE:CUBE)

Nisa Investment Advisors LLC Has $3.25 Million Stock Position in CubeSmart (NYSE:CUBE)

Nisa Investment Advisors LLC lessened its holdings in CubeSmart (NYSE:CUBE – Free Report) by 1.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Ballentine Partners LLC Purchases New Position in CarMax, Inc. (NYSE:KMX)

Ballentine Partners LLC Purchases New Position in CarMax, Inc. (NYSE:KMX)

Ballentine Partners LLC acquired a new position in CarMax, Inc. (NYSE:KMX – Free Report) in the 4th quarter, HoldingsChannel reports. The firm acquired 2,656 shares of the company’s stock, valued at approximately $217,000.... More of this article »
Image for Ballentine Partners LLC Increases Stock Holdings in Regency Centers Co. (NASDAQ:REG)

Ballentine Partners LLC Increases Stock Holdings in Regency Centers Co. (NASDAQ:REG)

Ballentine Partners LLC grew its holdings in Regency Centers Co. (NASDAQ:REG – Free Report) by 9.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 3,178 shares of the company’s stock after buying an additional... More of this article »
Image for Ballentine Partners LLC Has $218,000 Stock Holdings in The Toro Company (NYSE:TTC)

Ballentine Partners LLC Has $218,000 Stock Holdings in The Toro Company (NYSE:TTC)

Ballentine Partners LLC reduced its stake in The Toro Company (NYSE:TTC – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Ballentine Partners LLC Acquires New Position in Check Point Software Technologies Ltd. (NASDAQ:CHKP)

Ballentine Partners LLC Acquires New Position in Check Point Software Technologies Ltd. (NASDAQ:CHKP)

Ballentine Partners LLC bought a new position in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for UMB Bank n.a. Increases Stock Position in Exelixis, Inc. (NASDAQ:EXEL)

UMB Bank n.a. Increases Stock Position in Exelixis, Inc. (NASDAQ:EXEL)

UMB Bank n.a. boosted its holdings in shares of Exelixis, Inc. (NASDAQ:EXEL – Free Report) by 68.4% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,361 shares of the biotechnology company’s... More of this article »
Image for KE Holdings Inc. (NYSE:BEKE) Shares Sold by SG Americas Securities LLC

KE Holdings Inc. (NYSE:BEKE) Shares Sold by SG Americas Securities LLC

SG Americas Securities LLC lowered its position in KE Holdings Inc. (NYSE:BEKE – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Electronic Arts’ (EA) Outperform Rating Reaffirmed at Wedbush

Electronic Arts’ (EA) Outperform Rating Reaffirmed at Wedbush

Wedbush reiterated their outperform rating on shares of Electronic Arts (NASDAQ:EA – Free Report) in a research report released on Thursday,Benzinga reports. The brokerage currently has a $173.00 price objective on the game... More of this article »
Image for Baidu’s (BIDU) “Buy” Rating Reiterated at Benchmark

Baidu’s (BIDU) “Buy” Rating Reiterated at Benchmark

Baidu (NASDAQ:BIDU – Get Free Report)‘s stock had its “buy” rating reaffirmed by equities researchers at Benchmark in a report released on Friday,Benzinga reports. They currently have a $130.00 target price... More of this article »
Image for FirstEnergy Corp. (NYSE:FE) Shares Acquired by Dakota Wealth Management

FirstEnergy Corp. (NYSE:FE) Shares Acquired by Dakota Wealth Management

Dakota Wealth Management boosted its position in FirstEnergy Corp. (NYSE:FE – Free Report) by 28.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Dakota Wealth Management Sells 1,782 Shares of Hims & Hers Health, Inc. (NYSE:HIMS)

Dakota Wealth Management Sells 1,782 Shares of Hims & Hers Health, Inc. (NYSE:HIMS)

Dakota Wealth Management lowered its stake in shares of Hims & Hers Health, Inc. (NYSE:HIMS – Free Report) by 13.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ) Shares Acquired by Dakota Wealth Management

BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ) Shares Acquired by Dakota Wealth Management

Dakota Wealth Management increased its holdings in shares of BlackRock Enhanced Equity Dividend Trust (NYSE:BDJ – Free Report) by 5.4% during the fourth quarter, HoldingsChannel reports. The fund owned 34,007 shares of the investment... More of this article »
Image for SG Americas Securities LLC Purchases New Holdings in Vera Bradley, Inc. (NASDAQ:VRA)

SG Americas Securities LLC Purchases New Holdings in Vera Bradley, Inc. (NASDAQ:VRA)

SG Americas Securities LLC acquired a new position in Vera Bradley, Inc. (NASDAQ:VRA – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for SG Americas Securities LLC Buys Shares of 75,038 STAG Industrial, Inc. (NYSE:STAG)

SG Americas Securities LLC Buys Shares of 75,038 STAG Industrial, Inc. (NYSE:STAG)

SG Americas Securities LLC purchased a new position in STAG Industrial, Inc. (NYSE:STAG – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for SG Americas Securities LLC Has $2.76 Million Stock Position in Vontier Co. (NYSE:VNT)

SG Americas Securities LLC Has $2.76 Million Stock Position in Vontier Co. (NYSE:VNT)

SG Americas Securities LLC grew its holdings in shares of Vontier Co. (NYSE:VNT – Free Report) by 137.5% in the 4th quarter, Holdings Channel.com reports. The fund owned 75,664 shares of the company’s stock after purchasing... More of this article »
Image for Bartlett & CO. Wealth Management LLC Raises Stock Position in The Wendy’s Company (NASDAQ:WEN)

Bartlett & CO. Wealth Management LLC Raises Stock Position in The Wendy’s Company (NASDAQ:WEN)

Bartlett & CO. Wealth Management LLC grew its position in shares of The Wendy’s Company (NASDAQ:WEN – Free Report) by 46.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 3,107... More of this article »