Home » Author Archive

Image for Kinsale Capital Group (NYSE:KNSL) Downgraded to “Equal Weight” Rating by Wells Fargo & Company

Kinsale Capital Group (NYSE:KNSL) Downgraded to “Equal Weight” Rating by Wells Fargo & Company

Wells Fargo & Company cut shares of Kinsale Capital Group (NYSE:KNSL – Free Report) from an overweight rating to an equal weight rating in a report released on Monday morning, Marketbeat reports. They currently have $357.00... More of this article »
Image for Head-To-Head Comparison: Energys Group (NASDAQ:ENGS) versus Brookfield Business (NYSE:BBUC)

Head-To-Head Comparison: Energys Group (NASDAQ:ENGS) versus Brookfield Business (NYSE:BBUC)

Energys Group (NASDAQ:ENGS – Get Free Report) and Brookfield Business (NYSE:BBUC – Get Free Report) are both construction companies, but which is the better investment? We will contrast the two companies based on the strength... More of this article »
Image for Tractor Supply Company (NASDAQ:TSCO) Receives Average Rating of “Moderate Buy” from Analysts

Tractor Supply Company (NASDAQ:TSCO) Receives Average Rating of “Moderate Buy” from Analysts

Shares of Tractor Supply Company (NASDAQ:TSCO – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the twenty-eight ratings firms that are currently covering the firm, MarketBeat... More of this article »
Image for Anchyra Partners LLC Takes Position in Amphenol Corporation $APH

Anchyra Partners LLC Takes Position in Amphenol Corporation $APH

Anchyra Partners LLC acquired a new stake in Amphenol Corporation (NYSE:APH – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 3,473... More of this article »
Image for General Dynamics Corporation $GD Shares Acquired by Aprio Wealth Management LLC

General Dynamics Corporation $GD Shares Acquired by Aprio Wealth Management LLC

Aprio Wealth Management LLC lifted its stake in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 146.2% during the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Anchyra Partners LLC Acquires Shares of 7,683 Intel Corporation $INTC

Anchyra Partners LLC Acquires Shares of 7,683 Intel Corporation $INTC

Anchyra Partners LLC acquired a new stake in Intel Corporation (NASDAQ:INTC – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 7,683 shares... More of this article »
Image for Anchyra Partners LLC Acquires Shares of 5,541 Rio Tinto PLC $RIO

Anchyra Partners LLC Acquires Shares of 5,541 Rio Tinto PLC $RIO

Anchyra Partners LLC acquired a new stake in shares of Rio Tinto PLC (NYSE:RIO – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Image for Anchyra Partners LLC Invests $477,000 in The PNC Financial Services Group, Inc $PNC

Anchyra Partners LLC Invests $477,000 in The PNC Financial Services Group, Inc $PNC

Anchyra Partners LLC acquired a new position in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Aprio Wealth Management LLC Invests $1.09 Million in JPMorgan Income ETF $JPIE

Aprio Wealth Management LLC Invests $1.09 Million in JPMorgan Income ETF $JPIE

Aprio Wealth Management LLC acquired a new position in shares of JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Accenture PLC $ACN Shares Bought by Aprio Wealth Management LLC

Accenture PLC $ACN Shares Bought by Aprio Wealth Management LLC

Aprio Wealth Management LLC lifted its stake in Accenture PLC (NYSE:ACN – Free Report) by 180.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Aprio Wealth Management LLC Has $987,000 Stock Position in SPDR S&P MidCap 400 ETF Trust $MDY

Aprio Wealth Management LLC Has $987,000 Stock Position in SPDR S&P MidCap 400 ETF Trust $MDY

Aprio Wealth Management LLC raised its position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 129.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Ares Financial Consulting LLC Takes $898,000 Position in Hercules Capital, Inc. $HTGC

Ares Financial Consulting LLC Takes $898,000 Position in Hercules Capital, Inc. $HTGC

Ares Financial Consulting LLC purchased a new stake in shares of Hercules Capital, Inc. (NYSE:HTGC – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Aprio Wealth Management LLC Acquires 4,506 Shares of The TJX Companies, Inc. $TJX

Aprio Wealth Management LLC Acquires 4,506 Shares of The TJX Companies, Inc. $TJX

Aprio Wealth Management LLC lifted its holdings in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 120.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Aprio Wealth Management LLC Acquires Shares of 40,735 Capital Group U.S. Small and Mid Cap ETF $CGMM

Aprio Wealth Management LLC Acquires Shares of 40,735 Capital Group U.S. Small and Mid Cap ETF $CGMM

Aprio Wealth Management LLC acquired a new stake in Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Ares Financial Consulting LLC Purchases New Position in Dimensional U.S. Targeted Value ETF $DFAT

Ares Financial Consulting LLC Purchases New Position in Dimensional U.S. Targeted Value ETF $DFAT

Ares Financial Consulting LLC purchased a new stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Aprio Wealth Management LLC Acquires New Shares in Capital Group Short Duration Municipal Income ETF $CGSM

Aprio Wealth Management LLC Acquires New Shares in Capital Group Short Duration Municipal Income ETF $CGSM

Aprio Wealth Management LLC acquired a new stake in Capital Group Short Duration Municipal Income ETF (NYSEARCA:CGSM – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Ares Financial Consulting LLC Acquires New Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Ares Financial Consulting LLC Acquires New Holdings in Dimensional U.S. Core Equity 2 ETF $DFAC

Ares Financial Consulting LLC acquired a new stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for 11,572 Shares in Dimensional International Value ETF $DFIV Acquired by Ares Financial Consulting LLC

11,572 Shares in Dimensional International Value ETF $DFIV Acquired by Ares Financial Consulting LLC

Ares Financial Consulting LLC purchased a new position in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Aprio Wealth Management LLC Has $1.44 Million Position in Waste Management, Inc. $WM

Aprio Wealth Management LLC Has $1.44 Million Position in Waste Management, Inc. $WM

Aprio Wealth Management LLC increased its position in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 357.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for 2,458 Shares in Marriott International, Inc. $MAR Acquired by Aprio Wealth Management LLC

2,458 Shares in Marriott International, Inc. $MAR Acquired by Aprio Wealth Management LLC

Aprio Wealth Management LLC acquired a new stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for 13,207 Shares in Cognizant Technology Solutions Corporation $CTSH Acquired by Aprio Wealth Management LLC

13,207 Shares in Cognizant Technology Solutions Corporation $CTSH Acquired by Aprio Wealth Management LLC

Aprio Wealth Management LLC bought a new position in shares of Cognizant Technology Solutions Corporation (NASDAQ:CTSH – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Aprio Wealth Management LLC Grows Position in Lam Research Corporation $LRCX

Aprio Wealth Management LLC Grows Position in Lam Research Corporation $LRCX

Aprio Wealth Management LLC raised its position in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 78.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Aprio Wealth Management LLC Takes Position in Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Aprio Wealth Management LLC Takes Position in Vanguard Intermediate-Term Corporate Bond ETF $VCIT

Aprio Wealth Management LLC acquired a new stake in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Aprio Wealth Management LLC Grows Stock Holdings in ConocoPhillips $COP

Aprio Wealth Management LLC Grows Stock Holdings in ConocoPhillips $COP

Aprio Wealth Management LLC increased its position in ConocoPhillips (NYSE:COP – Free Report) by 70.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Ares Financial Consulting LLC Makes New Investment in Schwab US Broad Market ETF $SCHB

Ares Financial Consulting LLC Makes New Investment in Schwab US Broad Market ETF $SCHB

Ares Financial Consulting LLC acquired a new position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) during the fourth quarter, according to the company in its most recent filing with the SEC. The fund acquired... More of this article »
Image for Ares Financial Consulting LLC Invests $4.44 Million in Dimensional International Core Equity Market ETF $DFAI

Ares Financial Consulting LLC Invests $4.44 Million in Dimensional International Core Equity Market ETF $DFAI

Ares Financial Consulting LLC acquired a new position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for Ares Financial Consulting LLC Invests $536,000 in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

Ares Financial Consulting LLC Invests $536,000 in Dimensional World ex U.S. Core Equity 2 ETF $DFAX

Ares Financial Consulting LLC acquired a new position in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Image for Aprio Wealth Management LLC Makes New $696,000 Investment in Vanguard Intermediate-Term Bond ETF $BIV

Aprio Wealth Management LLC Makes New $696,000 Investment in Vanguard Intermediate-Term Bond ETF $BIV

Aprio Wealth Management LLC bought a new position in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Aprio Wealth Management LLC Purchases 2,995 Shares of Applied Materials, Inc. $AMAT

Aprio Wealth Management LLC Purchases 2,995 Shares of Applied Materials, Inc. $AMAT

Aprio Wealth Management LLC increased its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 137.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,173 shares... More of this article »
Image for Ares Financial Consulting LLC Acquires Shares of 8,539 Vanguard FTSE Developed Markets ETF $VEA

Ares Financial Consulting LLC Acquires Shares of 8,539 Vanguard FTSE Developed Markets ETF $VEA

Ares Financial Consulting LLC purchased a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Image for Melco Resorts & Entertainment Limited $MLCO Shares Sold by ARGA Investment Management LP

Melco Resorts & Entertainment Limited $MLCO Shares Sold by ARGA Investment Management LP

ARGA Investment Management LP decreased its stake in Melco Resorts & Entertainment Limited (NASDAQ:MLCO – Free Report) by 9.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Aprio Wealth Management LLC Boosts Stake in Arthur J. Gallagher & Co. $AJG

Aprio Wealth Management LLC Boosts Stake in Arthur J. Gallagher & Co. $AJG

Aprio Wealth Management LLC lifted its stake in Arthur J. Gallagher & Co. (NYSE:AJG – Free Report) by 334.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Ares Financial Consulting LLC Buys New Stake in Dimensional Inflation-Protected Securities ETF $DFIP

Ares Financial Consulting LLC Buys New Stake in Dimensional Inflation-Protected Securities ETF $DFIP

Ares Financial Consulting LLC bought a new stake in Dimensional Inflation-Protected Securities ETF (NYSEARCA:DFIP – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Ares Financial Consulting LLC Purchases Shares of 21,026 Pfizer Inc. $PFE

Ares Financial Consulting LLC Purchases Shares of 21,026 Pfizer Inc. $PFE

Ares Financial Consulting LLC purchased a new position in shares of Pfizer Inc. (NYSE:PFE – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased... More of this article »
Image for 29,963 Shares in Dimensional US Core Equity Market ETF $DFAU Purchased by Ares Financial Consulting LLC

29,963 Shares in Dimensional US Core Equity Market ETF $DFAU Purchased by Ares Financial Consulting LLC

Ares Financial Consulting LLC acquired a new stake in shares of Dimensional US Core Equity Market ETF (NYSEARCA:DFAU – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Ares Financial Consulting LLC Makes New Investment in Saba Closed-End Funds ETF $CEFS

Ares Financial Consulting LLC Makes New Investment in Saba Closed-End Funds ETF $CEFS

Ares Financial Consulting LLC bought a new position in shares of Saba Closed-End Funds ETF (BATS:CEFS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Aprio Wealth Management LLC Increases Stock Holdings in The Allstate Corporation $ALL

Aprio Wealth Management LLC Increases Stock Holdings in The Allstate Corporation $ALL

Aprio Wealth Management LLC increased its holdings in shares of The Allstate Corporation (NYSE:ALL – Free Report) by 160.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Ares Financial Consulting LLC Purchases New Shares in Dimensional Core Fixed Income ETF $DFCF

Ares Financial Consulting LLC Purchases New Shares in Dimensional Core Fixed Income ETF $DFCF

Ares Financial Consulting LLC acquired a new position in shares of Dimensional Core Fixed Income ETF (NYSEARCA:DFCF – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired... More of this article »
Image for Aprio Wealth Management LLC Takes Position in American Century Diversified Municipal Bond ETF $TAXF

Aprio Wealth Management LLC Takes Position in American Century Diversified Municipal Bond ETF $TAXF

Aprio Wealth Management LLC purchased a new stake in American Century Diversified Municipal Bond ETF (NYSEARCA:TAXF – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased... More of this article »
Image for Ares Financial Consulting LLC Invests $613,000 in Tesla, Inc. $TSLA

Ares Financial Consulting LLC Invests $613,000 in Tesla, Inc. $TSLA

Ares Financial Consulting LLC acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Ares Financial Consulting LLC Acquires New Shares in Chevron Corporation $CVX

Ares Financial Consulting LLC Acquires New Shares in Chevron Corporation $CVX

Ares Financial Consulting LLC bought a new position in shares of Chevron Corporation (NYSE:CVX – Free Report) in 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 Ares Financial Consulting LLC Acquires New Holdings in Vanguard Intermediate-Term Treasury ETF $VGIT

Ares Financial Consulting LLC Acquires New Holdings in Vanguard Intermediate-Term Treasury ETF $VGIT

Ares Financial Consulting LLC acquired a new stake in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for XP Inc. $XP Shares Purchased by ARGA Investment Management LP

XP Inc. $XP Shares Purchased by ARGA Investment Management LP

ARGA Investment Management LP boosted its stake in shares of XP Inc. (NASDAQ:XP – Free Report) by 119.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for 8,029 Shares in iShares Core S&P Total U.S. Stock Market ETF $ITOT Purchased by Ares Financial Consulting LLC

8,029 Shares in iShares Core S&P Total U.S. Stock Market ETF $ITOT Purchased by Ares Financial Consulting LLC

Ares Financial Consulting LLC bought a new stake in shares of iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT – Free Report) during the fourth quarter, according to the company in its most recent disclosure... More of this article »
Image for Ares Financial Consulting LLC Buys Shares of 38,938 iShares 0-5 Year TIPS Bond ETF $STIP

Ares Financial Consulting LLC Buys Shares of 38,938 iShares 0-5 Year TIPS Bond ETF $STIP

Ares Financial Consulting LLC bought a new stake in shares of iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Image for Magna International Inc. $MGA Shares Acquired by ARGA Investment Management LP

Magna International Inc. $MGA Shares Acquired by ARGA Investment Management LP

ARGA Investment Management LP boosted its stake in Magna International Inc. (NYSE:MGA – Free Report) (TSE:MG) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Ares Financial Consulting LLC Makes New $716,000 Investment in Ares Capital Corporation $ARCC

Ares Financial Consulting LLC Makes New $716,000 Investment in Ares Capital Corporation $ARCC

Ares Financial Consulting LLC bought a new stake in Ares Capital Corporation (NASDAQ:ARCC – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Ares Financial Consulting LLC Buys Shares of 18,740 Dimensional Global Real Estate ETF $DFGR

Ares Financial Consulting LLC Buys Shares of 18,740 Dimensional Global Real Estate ETF $DFGR

Ares Financial Consulting LLC acquired a new position in Dimensional Global Real Estate ETF (NYSEARCA:DFGR – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Ares Financial Consulting LLC Makes New Investment in Vanguard Short-Term Treasury ETF $VGSH

Ares Financial Consulting LLC Makes New Investment in Vanguard Short-Term Treasury ETF $VGSH

Ares Financial Consulting LLC purchased a new stake in Vanguard Short-Term Treasury ETF (NASDAQ:VGSH – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Ares Financial Consulting LLC Purchases Shares of 61,976 BlackRock Corporate High Yield Fund, Inc. $HYT

Ares Financial Consulting LLC Purchases Shares of 61,976 BlackRock Corporate High Yield Fund, Inc. $HYT

Ares Financial Consulting LLC acquired a new position in shares of BlackRock Corporate High Yield Fund, Inc. (NYSE:HYT – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional... More of this article »