Archive for Stacy Sanders

Highland Private Wealth Management Takes $338,000 Position in Home Depot Inc (HD)

Highland Private Wealth Management acquired a new position in shares of Home Depot Inc (NYSE:HD) during the 2nd quarter, HoldingsChannel reports. The firm acquired 1,729 shares of the home improvement retailer’s stock, valued at approximately $338,000. A number of other large investors have also recently bought and sold shares of the business. Lucia Wealth Services […]

Head-To-Head Comparison: PJT Partners (PJT) & Victory Capital (VCTR)

PJT Partners (NYSE:PJT) and Victory Capital (NASDAQ:VCTR) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, earnings, dividends, profitability, analyst recommendations, valuation and risk. Dividends PJT Partners pays an annual dividend of $0.20 per share and has a dividend […]

Financial Contrast: Konami (KNMCY) versus Cornerstone OnDemand (CSOD)

Konami (OTCMKTS:KNMCY) and Cornerstone OnDemand (NASDAQ:CSOD) are both mid-cap computer and technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, valuation, earnings, analyst recommendations, risk, institutional ownership and dividends. Profitability This table compares Konami and Cornerstone OnDemand’s net margins, return on equity and […]

Banc of California (BANC) Rating Lowered to Hold at Zacks Investment Research

Banc of California (NYSE:BANC) was downgraded by Zacks Investment Research from a “buy” rating to a “hold” rating in a research note issued on Tuesday. According to Zacks, “Banc of California, Inc. provides comprehensive banking services to California’s diverse private businesses, entrepreneurs and homeowners. It is the parent company of Banc of California, National Association. […]

Zacks Investment Research Downgrades AngloGold Ashanti (AU) to Sell

AngloGold Ashanti (NYSE:AU) was downgraded by Zacks Investment Research from a “buy” rating to a “sell” rating in a report issued on Tuesday. According to Zacks, “AngloGold Limited is the largest gold producer at 7 million ounces a year, with reserves of 126 m oz. The company has operations in six countries on three continents, […]

Veritone (VERI) versus Bitauto (BITA) Head-To-Head Analysis

Veritone (NASDAQ:VERI) and Bitauto (NYSE:BITA) are both small-cap business services companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, dividends, valuation, profitability, institutional ownership, earnings and analyst recommendations. Insider and Institutional Ownership 16.8% of Veritone shares are owned by institutional investors. Comparatively, 35.0% of […]

SPDR Portfolio S&P 500 Growth ETF (SPYG) Shares Sold by Clearwater Capital Advisors LLC

Clearwater Capital Advisors LLC reduced its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) by 9.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,968 shares of the company’s stock after selling 1,703 shares during the […]

VANGUARD SCOTTS/VANGUARD SHORT-TERM (VCSH) Shares Sold by Clearwater Capital Advisors LLC

Clearwater Capital Advisors LLC reduced its holdings in shares of VANGUARD SCOTTS/VANGUARD SHORT-TERM (BMV:VCSH) by 6.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 23,670 shares of the company’s stock after selling 1,574 shares during the period. Clearwater Capital Advisors LLC’s holdings in VANGUARD SCOTTS/VANGUARD SHORT-TERM were worth $1,850,000 as of its […]

Clearwater Capital Advisors LLC Purchases 18,029 Shares of Schwab U.S. Aggregate Bond ETF (SCHZ)

Clearwater Capital Advisors LLC lifted its position in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 303.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,970 shares of the company’s stock after acquiring an additional 18,029 shares during […]

Tesla Inc (TSLA) Shares Sold by CAPROCK Group Inc.

CAPROCK Group Inc. lessened its stake in shares of Tesla Inc (NASDAQ:TSLA) by 23.4% during the 3rd quarter, Holdings Channel reports. The firm owned 1,724 shares of the electric vehicle producer’s stock after selling 527 shares during the quarter. CAPROCK Group Inc.’s holdings in Tesla were worth $456,000 as of its most recent filing with […]

Bogart Wealth LLC Sells 4,000 Shares of Oracle Co. (ORCL)

Bogart Wealth LLC trimmed its holdings in Oracle Co. (NYSE:ORCL) by 26.2% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 11,276 shares of the enterprise software provider’s stock after selling 4,000 shares during the period. Bogart Wealth LLC’s holdings in Oracle were worth $581,000 […]

HP Inc. (HPQ) Position Reduced by CAPROCK Group Inc.

CAPROCK Group Inc. decreased its stake in HP Inc. (NYSE:HPQ) by 43.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,039 shares of the computer maker’s stock after selling 10,678 shares during the quarter. CAPROCK Group Inc.’s holdings in […]

Deprince Race & Zollo Inc. Boosts Position in Itau Unibanco Holding SA (ITUB)

Deprince Race & Zollo Inc. lifted its position in shares of Itau Unibanco Holding SA (NYSE:ITUB) by 73.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 434,740 shares of the bank’s stock after acquiring an additional 184,480 shares during the […]

TIER REIT Inc (TIER) Stake Lowered by Deprince Race & Zollo Inc.

Deprince Race & Zollo Inc. trimmed its position in shares of TIER REIT Inc (NYSE:TIER) by 60.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 111,182 shares of the real estate investment trust’s stock after selling 166,965 shares during […]

Dempze Nancy E Reduces Holdings in SPDR S&P 500 ETF Trust (SPY)

Dempze Nancy E reduced its position in SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 15.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,700 shares of the company’s stock after selling 300 shares during the period. Dempze Nancy E’s holdings […]

Analysts’ Weekly Ratings Updates for Hercules Capital (HTGC)

A number of research firms have changed their ratings and price targets for Hercules Capital (NYSE: HTGC): 10/16/2018 – Hercules Capital was upgraded by analysts at ValuEngine from a “sell” rating to a “hold” rating. 10/8/2018 – Hercules Capital was downgraded by analysts at ValuEngine from a “hold” rating to a “sell” rating. 10/8/2018 – […]

Deprince Race & Zollo Inc. Acquires 71,750 Shares of Ecopetrol SA (EC)

Deprince Race & Zollo Inc. grew its holdings in Ecopetrol SA (NYSE:EC) by 45.8% in the 3rd quarter, HoldingsChannel reports. The firm owned 228,445 shares of the oil and gas company’s stock after buying an additional 71,750 shares during the quarter. Deprince Race & Zollo Inc.’s holdings in Ecopetrol were worth $6,152,000 as of its […]

DISH Network Corp (DISH) EVP Acquires $329,900.00 in Stock

DISH Network Corp (NASDAQ:DISH) EVP James Defranco purchased 10,000 shares of the company’s stock in a transaction on Monday, October 15th. The stock was acquired at an average price of $32.99 per share, for a total transaction of $329,900.00. Following the completion of the transaction, the executive vice president now owns 1,218,529 shares of the […]

W&T Offshore (WTI) Rating Increased to Buy at Roth Capital

Roth Capital upgraded shares of W&T Offshore (NYSE:WTI) from a neutral rating to a buy rating in a report published on Monday, The Fly reports. The firm currently has $10.75 price target on the oil and gas company’s stock, up from their previous price target of $8.50. Other equities analysts have also issued research reports […]

Nomura Lowers Wells Fargo & Co (WFC) Price Target to $63.00

Wells Fargo & Co (NYSE:WFC) had its target price decreased by Nomura from $68.00 to $63.00 in a research report released on Monday. Nomura currently has a buy rating on the financial services provider’s stock. Other equities research analysts have also recently issued research reports about the company. UBS Group set a $63.00 target price […]

1,686,863 Shares in Pivotal Software (PVTL) Purchased by BlackRock Inc.

BlackRock Inc. purchased a new position in Pivotal Software (NASDAQ:PVTL) in the second quarter, HoldingsChannel reports. The firm purchased 1,686,863 shares of the company’s stock, valued at approximately $40,940,000. Other large investors also recently modified their holdings of the company. Spark Investment Management LLC bought a new stake in shares of Pivotal Software in the […]

Atria Investments LLC Reduces Stake in Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Atria Investments LLC decreased its stake in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) by 16.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 7,160 shares of the company’s stock after selling 1,431 shares during the quarter. Atria Investments LLC’s holdings in Vanguard […]

VANGUARD SCOTTS/VANGUARD SHORT-TERM (VCSH) Position Boosted by Atria Investments LLC

Atria Investments LLC boosted its holdings in shares of VANGUARD SCOTTS/VANGUARD SHORT-TERM (BMV:VCSH) by 30.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,311 shares of the company’s stock after acquiring an additional 1,938 shares during the quarter. Atria Investments […]

Cytori Therapeutics (CYTX) Stock Price Up -9.3%

Cytori Therapeutics Inc (NASDAQ:CYTX) rose 9.3% on Tuesday . The company traded as high as $0.46 and last traded at $0.39. Approximately 13,941 shares changed hands during mid-day trading, a decline of 96% from the average daily volume of 375,664 shares. The stock had previously closed at $0.43. CYTX has been the topic of a […]

Pool Co. (POOL) Shares Bought by Atria Investments LLC

Atria Investments LLC increased its stake in Pool Co. (NASDAQ:POOL) by 18.4% during the third quarter, Holdings Channel reports. The institutional investor owned 4,076 shares of the specialty retailer’s stock after buying an additional 632 shares during the period. Atria Investments LLC’s holdings in Pool were worth $680,000 as of its most recent filing with […]