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Roundview Capital LLC Makes New $1.72 Million Investment in Fiserv, Inc. (NYSE:FI)

Roundview Capital LLC acquired a new position in Fiserv, Inc. (NYSE:FI – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 12,974 shares of the business services provider’s stock, valued at approximately $1,723,000. Several other institutional investors have also added to […]
United States Robertw Baird Fiserv Inc Wealth Partners Boston Family Office Financial Technology
Source: wkrb13.com

Malibu Boats (NASDAQ:MBUU) Downgraded by StockNews.com to "Sell"

Malibu Boats (NASDAQ:MBUU – Get Free Report) was downgraded by StockNews.com from a “hold” rating to a “sell” rating in a research note issued to investors on Thursday. Several other brokerages have also issued reports on MBUU. Truist Financial reduced their price objective on shares of Malibu Boats from $52.00 to $42.00 and set a […]
Raymond James Markw Lanigan Manufacturers Life Insurance Company Vanguard Group Inc Malibu Boats Inc Dimensional Fund Advisors

CMS Energy Co. (NYSE:CMS) Short Interest Up 33.5% in May

CMS Energy Co. (NYSE:CMS – Get Free Report) saw a significant increase in short interest in May. As of May 15th, there was short interest totalling 10,160,000 shares, an increase of 33.5% from the April 30th total of 7,610,000 shares. Based on an average daily volume of 2,530,000 shares, the days-to-cover ratio is currently 4.0 […]
United States Energy Stock Performance Energy Daily Cms Energy Co Capital International Investors Morgan Stanley
Source: wkrb13.com

StoneX Group Inc. Takes $1.74 Million Position in T-Mobile US, Inc. (NASDAQ:TMUS)

StoneX Group Inc. acquired a new stake in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 10,868 shares of the Wireless communications provider’s stock, valued at approximately $1,743,000. A number of other large […]
Puerto Rico United States Raleigh Capital Management Inc Bay Harbor Wealth Management Securities Exchange Commission Wealth Management Group
Source: wkrb13.com

Laidlaw Wealth Management LLC Sells 2,539 Shares of Walmart Inc. (NYSE:WMT)

Laidlaw Wealth Management LLC decreased its position in Walmart Inc. (NYSE:WMT – Free Report) by 40.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,683 shares of the retailer’s stock after selling 2,539 shares during the quarter. Laidlaw Wealth Management LLC’s holdings in Walmart […]
Alicel Walton Stifel Nicolaus Timothy Patrick Flynn Flynn Zito Capital Management Morgan Stanley Walmart Company Profile

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Laidlaw Wealth Management LLC Sells 142 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)

Laidlaw Wealth Management LLC lessened its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 6.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 2,230 shares of the wireless technology company’s stock after selling 142 shares during the period. Laidlaw Wealth Management LLC’s holdings in QUALCOMM were worth $323,000 as of its […]
United States Jamesh Thompson Neil Martin Piper Sandler Qualcomm Technology Licensing Avestar Capital

Teradyne, Inc. (NASDAQ:TER) Shares Bought by Arrow Financial Corp

Arrow Financial Corp increased its holdings in Teradyne, Inc. (NASDAQ:TER – Free Report) by 125.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,353 shares of the company’s stock after buying an additional 6,318 shares during the quarter. Arrow Financial […]
United States Sanjay Mehta Richard John Burns Goldman Sachs Group Cantor Fitzgerald Semiconductor Test
Source: wkrb13.com

Lululemon Athletica Inc. (NASDAQ:LULU) Position Reduced by Laidlaw Wealth Management LLC

Laidlaw Wealth Management LLC decreased its position in shares of Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) by 10.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 506 shares of the apparel retailer’s stock after selling 59 shares during the quarter. Laidlaw Wealth Management LLC’s holdings in Lululemon Athletica were worth $259,000 at […]
Lululemon Athletica Stifel Nicolaus Marthaam Morfitt Laidlaw Wealth Management Blair William Co Lululemon Athletica Company Profile

Arrow Financial Corp Acquires 6,318 Shares of Teradyne, Inc. (NASDAQ:TER)

Arrow Financial Corp increased its holdings in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) by 125.5% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 11,353 shares of the company’s stock after purchasing an additional 6,318 shares during the period. Arrow Financial Corp’s holdings in Teradyne were worth $1,232,000 at the end […]
United States Robertw Baird Sanjay Mehta Richard John Burns Securities Exchange Commission Associates Corp

i3 Verticals, Inc. (NASDAQ:IIIV) Receives $27.57 Average PT from Brokerages

I3 Verticals, Inc. (NASDAQ:IIIV – Get Free Report) has been assigned a consensus rating of “Moderate Buy” from the seven ratings firms that are currently covering the company, Marketbeat reports. Two analysts have rated the stock with a hold recommendation, four have assigned a buy recommendation and one has issued a strong buy recommendation on […]
United States Verticals Company Profile B Riley Asset Management Confluence Investment Management Morgan Stanley Hood River Capital Management

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