NYSE:SCHWCapital MarketsDoes Charles Schwab (NYSE:SCHW) Deserve A Spot On Your Watchlist?March 29, 2023Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
NYSE:AMPCapital MarketsThose who invested in Ameriprise Financial (NYSE:AMP) three years ago are up 237%March 29, 2023Ameriprise Financial, Inc. ( NYSE:AMP ) shareholders might be concerned after seeing the share price drop 12% in the...
NYSE:AMKCapital MarketsPossible bearish signals as AssetMark Financial Holdings, Inc. (NYSE:AMK) insiders disposed of US$675k worth of stockMarch 29, 2023Quite a few AssetMark Financial Holdings, Inc. ( NYSE:AMK ) insiders sold their shares over the past year, which may be...
NasdaqGS:VCTRCapital MarketsPrivate equity firms account for 41% of Victory Capital Holdings, Inc.'s (NASDAQ:VCTR) ownership, while institutions account for 33%March 29, 2023Key Insights The considerable ownership by private equity firms in Victory Capital Holdings indicates that they...
NasdaqGS:MORNCapital MarketsMorningstar, Inc. (NASDAQ:MORN) insiders sold US$3.4m worth of stock, possibly signalling a downtrendMarch 29, 2023Many Morningstar, Inc. ( NASDAQ:MORN ) insiders ditched their stock over the past year, which may be of interest to the...
NYSE:BLKCapital MarketsBlackRock, Inc. (NYSE:BLK) is favoured by institutional owners who hold 82% of the companyMarch 27, 2023Key Insights Institutions' substantial holdings in BlackRock implies that they have significant influence over the...
NYSE:HLICapital MarketsHoulihan Lokey's (NYSE:HLI) earnings growth rate lags the 18% CAGR delivered to shareholdersMarch 27, 2023The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
NYSE:EVRCapital MarketsThose who invested in Evercore (NYSE:EVR) three years ago are up 155%March 27, 2023Evercore Inc. ( NYSE:EVR ) shareholders have seen the share price descend 13% over the month. But in three years the...
NasdaqGM:LFACCapital MarketsWith 92% ownership, LF Capital Acquisition Corp. II (NASDAQ:LFAC) boasts of strong institutional backingMarch 27, 2023Key Insights Institutions' substantial holdings in LF Capital Acquisition II implies that they have significant...
NYSE:SFCapital MarketsStifel Financial (NYSE:SF) stock performs better than its underlying earnings growth over last three yearsMarch 25, 2023It might be of some concern to shareholders to see the Stifel Financial Corp. ( NYSE:SF ) share price down 14% in the...
NasdaqGS:HOODCapital MarketsShareholders in Robinhood Markets (NASDAQ:HOOD) have lost 34%, as stock drops 7.9% this past weekMarch 24, 2023It's easy to match the overall market return by buying an index fund. But if you buy individual stocks, you can do both...
NasdaqGM:HYWCapital MarketsHywin Holdings (NASDAQ:HYW) shareholders have endured a 16% loss from investing in the stock a year agoMarch 23, 2023Investors can approximate the average market return by buying an index fund. While individual stocks can be big...
NYSE:PXCapital MarketsTrade Alert: The Head of Originations & Distribution Of P10, Inc. (NYSE:PX), Michael Feinglass, Has Sold Some Shares RecentlyMarch 22, 2023Anyone interested in P10, Inc. ( NYSE:PX ) should probably be aware that the Head of Originations & Distribution...
NasdaqCM:HGBLCapital MarketsDon't Ignore The Fact That This Insider Just Sold Some Shares In Heritage Global Inc. (NASDAQ:HGBL)March 22, 2023We wouldn't blame Heritage Global Inc. ( NASDAQ:HGBL ) shareholders if they were a little worried about the fact that...
NasdaqGS:TWCapital MarketsRecent uptick might appease Tradeweb Markets Inc. (NASDAQ:TW) institutional owners after losing 15% over the past yearMarch 19, 2023Key Insights Given the large stake in the stock by institutions, Tradeweb Markets' stock price might be vulnerable to...
NYSE:AMGCapital MarketsBullish Affiliated Managers Group, Inc. (NYSE:AMG) investors are yet to receive a pay off on their US$501k betMarch 19, 2023The recent price decline of 7.7% in Affiliated Managers Group, Inc.'s ( NYSE:AMG ) stock may have disappointed insiders...
NasdaqGS:CGCapital MarketsCarlyle Group's (NASDAQ:CG) investors will be pleased with their notable 75% return over the last three yearsMarch 17, 2023The Carlyle Group Inc. ( NASDAQ:CG ) shareholders have seen the share price descend 13% over the month. On the other...
NYSE:FDSCapital MarketsFactSet Research Systems Inc. (NYSE:FDS) insiders sold US$1.6m worth of stock, possibly signalling a downtrendMarch 17, 2023Over the past year, many FactSet Research Systems Inc. ( NYSE:FDS ) insiders sold a significant stake in the company...
NasdaqCM:SMIHCapital MarketsInstitutional investors are Summit Healthcare Acquisition Corp.'s (NASDAQ:SMIH) biggest bettors and were rewarded after last week's US$84m market cap gainMarch 16, 2023Key Insights Given the large stake in the stock by institutions, Summit Healthcare Acquisition's stock price might be...
NasdaqGS:SEICCapital MarketsSEI Investments Company's (NASDAQ:SEIC) recent 5.7% pullback adds to one-year year losses, institutional owners may take drastic measuresMarch 15, 2023Key Insights Institutions' substantial holdings in SEI Investments implies that they have significant influence over...
NYSE:APAMCapital MarketsInsiders who sold Artisan Partners Asset Management Inc. (NYSE:APAM) earlier this year probably made the right call as market cap dropped by US$116mMarch 15, 2023Insiders at Artisan Partners Asset Management Inc. ( NYSE:APAM ) sold US$354k worth of stock at an average price of...
NasdaqGS:FOCSCapital MarketsThose who invested in Focus Financial Partners (NASDAQ:FOCS) three years ago are up 222%March 14, 2023The worst result, after buying shares in a company (assuming no leverage), would be if you lose all the money you put...
NasdaqGM:PUYICapital MarketsInvestors are selling off Puyi (NASDAQ:PUYI), lack of profits no doubt contribute to shareholders one-year lossMarch 14, 2023Investors can approximate the average market return by buying an index fund. When you buy individual stocks, you can...
NYSE:ICECapital MarketsThe five-year decline in earnings for Intercontinental Exchange NYSE:ICE) isn't encouraging, but shareholders are still up 37% over that periodMarch 13, 2023Intercontinental Exchange, Inc. ( NYSE:ICE ) shareholders might be concerned after seeing the share price drop 12% in...