Home » Author Archive

Image for Primoris Services (NYSE:PRIM) and SOLV Energy (NASDAQ:MWH) Head to Head Review

Primoris Services (NYSE:PRIM) and SOLV Energy (NASDAQ:MWH) Head to Head Review

Primoris Services (NYSE:PRIM – Get Free Report) and SOLV Energy (NASDAQ:MWH – Get Free Report) are both mid-cap construction companies, but which is the superior stock? We will contrast the two companies based on the strength... More of this article »
Image for Sprouts Farmers Market (NASDAQ:SFM) Insider Timmi Zalatoris Sells 426 Shares of Stock

Sprouts Farmers Market (NASDAQ:SFM) Insider Timmi Zalatoris Sells 426 Shares of Stock

Sprouts Farmers Market, Inc. (NASDAQ:SFM – Get Free Report) insider Timmi Zalatoris sold 426 shares of the company’s stock in a transaction that occurred on Monday, March 23rd. The stock was sold at an average price of... More of this article »
Image for BDF Gestion Buys Shares of 9,265 MongoDB, Inc. $MDB

BDF Gestion Buys Shares of 9,265 MongoDB, Inc. $MDB

BDF Gestion purchased a new position in MongoDB, Inc. (NASDAQ:MDB – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 9,265 shares... More of this article »
Image for Community Trust & Investment Co. Decreases Stake in Thermo Fisher Scientific Inc. $TMO

Community Trust & Investment Co. Decreases Stake in Thermo Fisher Scientific Inc. $TMO

Community Trust & Investment Co. cut its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 7.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Enterprise Products Partners (NYSE:EPD) CEO Aj Teague Purchases 2,665 Shares of Stock

Enterprise Products Partners (NYSE:EPD) CEO Aj Teague Purchases 2,665 Shares of Stock

Enterprise Products Partners L.P. (NYSE:EPD – Get Free Report) CEO Aj Teague bought 2,665 shares of the company’s stock in a transaction dated Friday, March 20th. The stock was bought at an average cost of $37.55 per share,... More of this article »
Image for Aventura Private Wealth LLC Purchases Shares of 5,203 JPMorgan Chase & Co. $JPM

Aventura Private Wealth LLC Purchases Shares of 5,203 JPMorgan Chase & Co. $JPM

Aventura Private Wealth LLC acquired a new position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Lam Research Corporation $LRCX Shares Sold by Carderock Capital Management Inc.

Lam Research Corporation $LRCX Shares Sold by Carderock Capital Management Inc.

Carderock Capital Management Inc. lessened its position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 12.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Image for Central Bank & Trust Co. Has $1.69 Million Stock Position in Micron Technology, Inc. $MU

Central Bank & Trust Co. Has $1.69 Million Stock Position in Micron Technology, Inc. $MU

Central Bank & Trust Co. lifted its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 28.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Community Trust & Investment Co. Reduces Stock Holdings in IQVIA Holdings Inc. $IQV

Community Trust & Investment Co. Reduces Stock Holdings in IQVIA Holdings Inc. $IQV

Community Trust & Investment Co. trimmed its position in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 7.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Cambridge Financial Group LLC Has $3.95 Million Holdings in Vanguard S&P Small-Cap 600 Value ETF $VIOV

Cambridge Financial Group LLC Has $3.95 Million Holdings in Vanguard S&P Small-Cap 600 Value ETF $VIOV

Cambridge Financial Group LLC trimmed its holdings in shares of Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV – Free Report) by 25.6% during the fourth quarter, according to its most recent 13F filing with the SEC.... More of this article »
Image for Central Bank & Trust Co. Has $9.40 Million Stock Holdings in S&P Global Inc. $SPGI

Central Bank & Trust Co. Has $9.40 Million Stock Holdings in S&P Global Inc. $SPGI

Central Bank & Trust Co. grew its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 15.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Wheaton Precious Metals Corp. $WPM is Dudley & Shanley Inc.’s Largest Position

Wheaton Precious Metals Corp. $WPM is Dudley & Shanley Inc.’s Largest Position

Dudley & Shanley Inc. cut its position in shares of Wheaton Precious Metals Corp. (NYSE:WPM – Free Report) by 3.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Carderock Capital Management Inc. Cuts Position in Waste Connections, Inc. $WCN

Carderock Capital Management Inc. Cuts Position in Waste Connections, Inc. $WCN

Carderock Capital Management Inc. decreased its position in Waste Connections, Inc. (NYSE:WCN – Free Report) by 28.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Carderock Capital Management Inc. Buys 2,946 Shares of Monolithic Power Systems, Inc. $MPWR

Carderock Capital Management Inc. Buys 2,946 Shares of Monolithic Power Systems, Inc. $MPWR

Carderock Capital Management Inc. increased its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 34.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Carderock Capital Management Inc. Increases Stock Holdings in S&P Global Inc. $SPGI

Carderock Capital Management Inc. Increases Stock Holdings in S&P Global Inc. $SPGI

Carderock Capital Management Inc. increased its stake in S&P Global Inc. (NYSE:SPGI – Free Report) by 14.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Progressive (NYSE:PGR) CAO Carl Joyce Sells 270 Shares of Stock

Progressive (NYSE:PGR) CAO Carl Joyce Sells 270 Shares of Stock

The Progressive Corporation (NYSE:PGR – Get Free Report) CAO Carl Joyce sold 270 shares of the firm’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $206.50, for a... More of this article »
Image for Dimensional International Value ETF $DFIV Stake Increased by Cambridge Financial Group LLC

Dimensional International Value ETF $DFIV Stake Increased by Cambridge Financial Group LLC

Cambridge Financial Group LLC boosted its holdings in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 21.4% during the 4th quarter, according to its most recent disclosure with the Securities and... More of this article »
Image for Vanguard Mid-Cap ETF $VO Shares Bought by Cambridge Financial Group LLC

Vanguard Mid-Cap ETF $VO Shares Bought by Cambridge Financial Group LLC

Cambridge Financial Group LLC grew its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 120.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Kinder Morgan, Inc. (NYSE:KMI) Receives Consensus Rating of “Moderate Buy” from Brokerages

Kinder Morgan, Inc. (NYSE:KMI) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Kinder Morgan, Inc. (NYSE:KMI – Get Free Report) have been assigned a consensus rating of “Moderate Buy” from the fifteen brokerages that are covering the company, MarketBeat Ratings reports. Seven equities... More of this article »
Image for Central Bank & Trust Co. Buys New Position in Targa Resources, Inc. $TRGP

Central Bank & Trust Co. Buys New Position in Targa Resources, Inc. $TRGP

Central Bank & Trust Co. purchased a new position in shares of Targa Resources, Inc. (NYSE:TRGP – Free Report) 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 BDF Gestion Increases Stock Holdings in Dell Technologies Inc. $DELL

BDF Gestion Increases Stock Holdings in Dell Technologies Inc. $DELL

BDF Gestion lifted its stake in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 75.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Central Bank & Trust Co. Has $5.46 Million Stock Position in Stryker Corporation $SYK

Central Bank & Trust Co. Has $5.46 Million Stock Position in Stryker Corporation $SYK

Central Bank & Trust Co. boosted its position in shares of Stryker Corporation (NYSE:SYK – Free Report) by 23.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Dimensional Emerging Markets Core Equity 2 ETF $DFEM Shares Bought by Cambridge Financial Group LLC

Dimensional Emerging Markets Core Equity 2 ETF $DFEM Shares Bought by Cambridge Financial Group LLC

Cambridge Financial Group LLC grew its stake in Dimensional Emerging Markets Core Equity 2 ETF (NYSEARCA:DFEM – Free Report) by 4.0% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for BDF Gestion Sells 5,469 Shares of The Goldman Sachs Group, Inc. $GS

BDF Gestion Sells 5,469 Shares of The Goldman Sachs Group, Inc. $GS

BDF Gestion reduced its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 43.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Dudley & Shanley Inc. Boosts Holdings in Ferguson plc $FERG

Dudley & Shanley Inc. Boosts Holdings in Ferguson plc $FERG

Dudley & Shanley Inc. increased its position in Ferguson plc (NYSE:FERG – Free Report) by 38.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Community Trust & Investment Co. Lowers Stake in Keysight Technologies Inc. $KEYS

Community Trust & Investment Co. Lowers Stake in Keysight Technologies Inc. $KEYS

Community Trust & Investment Co. decreased its position in Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 4.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Carderock Capital Management Inc. Grows Stake in Linde PLC $LIN

Carderock Capital Management Inc. Grows Stake in Linde PLC $LIN

Carderock Capital Management Inc. lifted its holdings in shares of Linde PLC (NASDAQ:LIN – Free Report) by 17.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Central Bank & Trust Co. Sells 13,216 Shares of Merck & Co., Inc. $MRK

Central Bank & Trust Co. Sells 13,216 Shares of Merck & Co., Inc. $MRK

Central Bank & Trust Co. decreased its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 31.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Avanza Fonder AB Invests $5.52 Million in Comfort Systems USA, Inc. $FIX

Avanza Fonder AB Invests $5.52 Million in Comfort Systems USA, Inc. $FIX

Avanza Fonder AB acquired a new stake in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 5,913 shares... More of this article »
Image for BOS Asset Management LLC Takes $1.04 Million Position in Timothy Plan US Large/Mid Cap Core ETF $TPLC

BOS Asset Management LLC Takes $1.04 Million Position in Timothy Plan US Large/Mid Cap Core ETF $TPLC

BOS Asset Management LLC bought a new position in shares of Timothy Plan US Large/Mid Cap Core ETF (NYSEARCA:TPLC – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Community Trust & Investment Co. Purchases 8,022 Shares of S&P Global Inc. $SPGI

Community Trust & Investment Co. Purchases 8,022 Shares of S&P Global Inc. $SPGI

Community Trust & Investment Co. increased its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 27.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for GE Vernova Inc. $GEV Shares Sold by Diversified Trust Co.

GE Vernova Inc. $GEV Shares Sold by Diversified Trust Co.

Diversified Trust Co. trimmed its position in GE Vernova Inc. (NYSE:GEV – Free Report) by 25.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,464 shares of... More of this article »
Image for Diversified Trust Co. Has $6.82 Million Holdings in iShares Russell 1000 ETF $IWB

Diversified Trust Co. Has $6.82 Million Holdings in iShares Russell 1000 ETF $IWB

Diversified Trust Co. cut its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 27.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Avanza Fonder AB Raises Stock Position in Bank of America Corporation $BAC

Avanza Fonder AB Raises Stock Position in Bank of America Corporation $BAC

Avanza Fonder AB grew its stake in Bank of America Corporation (NYSE:BAC) by 2.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
Image for Diversified Trust Co. Sells 1,174 Shares of Intuit Inc. $INTU

Diversified Trust Co. Sells 1,174 Shares of Intuit Inc. $INTU

Diversified Trust Co. cut its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 11.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Avanza Fonder AB Raises Stock Holdings in Mastercard Incorporated $MA

Avanza Fonder AB Raises Stock Holdings in Mastercard Incorporated $MA

Avanza Fonder AB lifted its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for MercadoLibre, Inc. $MELI Shares Acquired by Avanza Fonder AB

MercadoLibre, Inc. $MELI Shares Acquired by Avanza Fonder AB

Avanza Fonder AB increased its position in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 8.9% 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 Avanza Fonder AB Purchases 6,999 Shares of Zoetis Inc. $ZTS

Avanza Fonder AB Purchases 6,999 Shares of Zoetis Inc. $ZTS

Avanza Fonder AB lifted its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 14.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for American Express Company $AXP Position Increased by Avanza Fonder AB

American Express Company $AXP Position Increased by Avanza Fonder AB

Avanza Fonder AB boosted its holdings in American Express Company (NYSE:AXP – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 41,782 shares of... More of this article »
Image for Avanza Fonder AB Raises Position in CrowdStrike $CRWD

Avanza Fonder AB Raises Position in CrowdStrike $CRWD

Avanza Fonder AB grew its holdings in shares of CrowdStrike (NASDAQ:CRWD – Free Report) by 7.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Salesforce Inc. $CRM Shares Sold by Diversified Trust Co.

Salesforce Inc. $CRM Shares Sold by Diversified Trust Co.

Diversified Trust Co. lessened its position in Salesforce Inc. (NYSE:CRM – Free Report) by 13.5% 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 Avanza Fonder AB Reduces Stock Position in Salesforce Inc. $CRM

Avanza Fonder AB Reduces Stock Position in Salesforce Inc. $CRM

Avanza Fonder AB reduced its stake in Salesforce Inc. (NYSE:CRM – Free Report) by 7.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 61,144... More of this article »
Image for Diversified Trust Co. Boosts Stock Holdings in Kimberly-Clark Corporation $KMB

Diversified Trust Co. Boosts Stock Holdings in Kimberly-Clark Corporation $KMB

Diversified Trust Co. boosted its position in Kimberly-Clark Corporation (NASDAQ:KMB – Free Report) by 23.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Kerry Group (LON:KYGA) Stock Price Crosses Below 200 Day Moving Average   – What’s Next?

Kerry Group (LON:KYGA) Stock Price Crosses Below 200 Day Moving Average – What’s Next?

Kerry Group plc (LON:KYGA – Get Free Report) passed below its 200-day moving average during trading on Monday . The stock has a 200-day moving average of GBX 75.92 and traded as low as GBX 64.50. Kerry Group shares last traded... More of this article »
Image for Dynamic Advisor Solutions LLC Has $32.70 Million Position in iShares Core S&P 500 ETF $IVV

Dynamic Advisor Solutions LLC Has $32.70 Million Position in iShares Core S&P 500 ETF $IVV

Dynamic Advisor Solutions LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 19.5% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Image for iShares Bitcoin Trust ETF $IBIT Shares Bought by Dynamic Advisor Solutions LLC

iShares Bitcoin Trust ETF $IBIT Shares Bought by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC grew its holdings in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) by 147.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Diversified Trust Co. Acquires 52,863 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Diversified Trust Co. Acquires 52,863 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Diversified Trust Co. increased its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 29.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for 13,475 Shares in Halozyme Therapeutics, Inc. $HALO Purchased by CWA Asset Management Group LLC

13,475 Shares in Halozyme Therapeutics, Inc. $HALO Purchased by CWA Asset Management Group LLC

CWA Asset Management Group LLC acquired a new position in Halozyme Therapeutics, Inc. (NASDAQ:HALO – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Diversified Trust Co. Buys 29,152 Shares of The TJX Companies, Inc. $TJX

Diversified Trust Co. Buys 29,152 Shares of The TJX Companies, Inc. $TJX

Diversified Trust Co. boosted its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 114.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Dynamic Advisor Solutions LLC Decreases Stock Holdings in Simplify Managed Futures Strategy ETF $CTA

Dynamic Advisor Solutions LLC Decreases Stock Holdings in Simplify Managed Futures Strategy ETF $CTA

Dynamic Advisor Solutions LLC reduced its position in shares of Simplify Managed Futures Strategy ETF (NYSEARCA:CTA – Free Report) by 65.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned... More of this article »