Home » Author Archive

Motco Has $209,000 Stock Holdings in Wells Fargo & Company (NYSE:WFC)

Motco Has $209,000 Stock Holdings in Wells Fargo & Company (NYSE:WFC)

Motco raised its stake in Wells Fargo & Company (NYSE:WFC) by 201.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,882 shares of the... 
Haverford Trust Co. Cuts Holdings in Cigna Co. (NYSE:CI)

Haverford Trust Co. Cuts Holdings in Cigna Co. (NYSE:CI)

Haverford Trust Co. cut its position in shares of Cigna Co. (NYSE:CI) by 62.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,777 shares of the health services provider’s... 
Haverford Trust Co. Has $3.73 Million Holdings in Target Co. (NYSE:TGT)

Haverford Trust Co. Has $3.73 Million Holdings in Target Co. (NYSE:TGT)

Haverford Trust Co. cut its position in shares of Target Co. (NYSE:TGT) by 0.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,713 shares... 
Ajo LP Sells 9,031 Shares of Chemed Co. (NYSE:CHE)

Ajo LP Sells 9,031 Shares of Chemed Co. (NYSE:CHE)

Ajo LP reduced its position in shares of Chemed Co. (NYSE:CHE) by 39.0% in the 3rd quarter, HoldingsChannel reports. The firm owned 14,122 shares of the company’s stock after selling 9,031 shares during the period. Ajo LP’s... 
Haverford Trust Co. Trims Stock Holdings in The Boeing Company (NYSE:BA)

Haverford Trust Co. Trims Stock Holdings in The Boeing Company (NYSE:BA)

Haverford Trust Co. lowered its position in shares of The Boeing Company (NYSE:BA) by 10.7% in the 3rd quarter, Holdings Channel.com reports. The fund owned 5,129 shares of the aircraft producer’s stock after selling 612 shares... 
Fisher Asset Management LLC Sells 82,374 Shares of Domino’s Pizza, Inc. (NYSE:DPZ)

Fisher Asset Management LLC Sells 82,374 Shares of Domino’s Pizza, Inc. (NYSE:DPZ)

Fisher Asset Management LLC decreased its holdings in shares of Domino’s Pizza, Inc. (NYSE:DPZ) by 17.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... 
Enterprise Products Partners L.P. (NYSE:EPD) Stock Position Cut by Haverford Trust Co.

Enterprise Products Partners L.P. (NYSE:EPD) Stock Position Cut by Haverford Trust Co.

Haverford Trust Co. lessened its stake in Enterprise Products Partners L.P. (NYSE:EPD) by 7.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned... 
Motco Has $172,000 Position in Target Co. (NYSE:TGT)

Motco Has $172,000 Position in Target Co. (NYSE:TGT)

Motco raised its holdings in Target Co. (NYSE:TGT) by 127.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,093 shares of the retailer’s stock... 
State Street Corp Trims Holdings in CDW Co. (NASDAQ:CDW)

State Street Corp Trims Holdings in CDW Co. (NASDAQ:CDW)

State Street Corp cut its stake in CDW Co. (NASDAQ:CDW) by 4.1% in the 3rd quarter, Holdings Channel.com reports. The firm owned 5,711,524 shares of the information technology services provider’s stock after selling 245,218... 
HEICO Co. (NYSE:HEI) Shares Sold by Fisher Asset Management LLC

HEICO Co. (NYSE:HEI) Shares Sold by Fisher Asset Management LLC

Fisher Asset Management LLC cut its holdings in shares of HEICO Co. (NYSE:HEI) by 2.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 799,500... 
Haverford Trust Co. Acquires 1,170 Shares of Fastenal (NASDAQ:FAST)

Haverford Trust Co. Acquires 1,170 Shares of Fastenal (NASDAQ:FAST)

Haverford Trust Co. lifted its holdings in Fastenal (NASDAQ:FAST) by 14.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,170... 
Haverford Trust Co. Has $404,000 Stock Holdings in UGI Co. (NYSE:UGI)

Haverford Trust Co. Has $404,000 Stock Holdings in UGI Co. (NYSE:UGI)

Haverford Trust Co. raised its holdings in UGI Co. (NYSE:UGI) by 9.0% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 12,258 shares of the utilities provider’s stock after purchasing an... 
Fisher Asset Management LLC Has $120.21 Million Stock Holdings in Norfolk Southern Co. (NYSE:NSC)

Fisher Asset Management LLC Has $120.21 Million Stock Holdings in Norfolk Southern Co. (NYSE:NSC)

Fisher Asset Management LLC grew its stake in Norfolk Southern Co. (NYSE:NSC) by 2.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 561,771 shares... 
Credicorp Ltd. (NYSE:BAP) Shares Sold by Fisher Asset Management LLC

Credicorp Ltd. (NYSE:BAP) Shares Sold by Fisher Asset Management LLC

Fisher Asset Management LLC trimmed its stake in shares of Credicorp Ltd. (NYSE:BAP) by 9.7% in the third quarter, Holdings Channel.com reports. The fund owned 565,037 shares of the bank’s stock after selling 60,708 shares during... 
iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG) Shares Sold by Fisher Asset Management LLC

iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG) Shares Sold by Fisher Asset Management LLC

Fisher Asset Management LLC cut its stake in shares of iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG) by 3.1% in the third quarter, Holdings Channel.com reports. The fund owned 2,735,317 shares of the exchange traded... 
BlackRock, Inc. (NYSE:BLK) Shares Acquired by Fisher Asset Management LLC

BlackRock, Inc. (NYSE:BLK) Shares Acquired by Fisher Asset Management LLC

Fisher Asset Management LLC boosted its holdings in shares of BlackRock, Inc. (NYSE:BLK) by 2.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... 
Vanguard High Dividend Yield Index Fund ETF Shares (NYSEARCA:VYM) Shares Sold by Haverford Trust Co.

Vanguard High Dividend Yield Index Fund ETF Shares (NYSEARCA:VYM) Shares Sold by Haverford Trust Co.

Haverford Trust Co. lessened its stake in Vanguard High Dividend Yield Index Fund ETF Shares (NYSEARCA:VYM) by 14.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... 
Fisher Asset Management LLC Boosts Stock Position in Schlumberger Limited (NYSE:SLB)

Fisher Asset Management LLC Boosts Stock Position in Schlumberger Limited (NYSE:SLB)

Fisher Asset Management LLC grew its stake in shares of Schlumberger Limited (NYSE:SLB) by 0.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... 
iShares Trust – iShares Select Dividend ETF (NASDAQ:DVY) Shares Purchased by Motco

iShares Trust – iShares Select Dividend ETF (NASDAQ:DVY) Shares Purchased by Motco

Motco boosted its position in iShares Trust – iShares Select Dividend ETF (NASDAQ:DVY) by 68.7% in the 3rd quarter, Holdings Channel reports. The fund owned 3,244 shares of the company’s stock after purchasing an additional... 
Motco Grows Stake in Equity Residential (NYSE:EQR)

Motco Grows Stake in Equity Residential (NYSE:EQR)

Motco lifted its holdings in shares of Equity Residential (NYSE:EQR) by 22.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,935 shares of the real estate investment... 
Ajo LP Boosts Holdings in Broadridge Financial Solutions, Inc. (NYSE:BR)

Ajo LP Boosts Holdings in Broadridge Financial Solutions, Inc. (NYSE:BR)

Ajo LP raised its holdings in shares of Broadridge Financial Solutions, Inc. (NYSE:BR) by 740.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor ... 
JPMorgan Chase & Co. (NYSE:JPM) Holdings Lifted by Physicians Financial Services Inc.

JPMorgan Chase & Co. (NYSE:JPM) Holdings Lifted by Physicians Financial Services Inc.

Physicians Financial Services Inc. grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... 
Cantor Fitzgerald Initiates Coverage on Root (NASDAQ:ROOT)

Cantor Fitzgerald Initiates Coverage on Root (NASDAQ:ROOT)

Investment analysts at Cantor Fitzgerald initiated coverage on shares of Root (NASDAQ:ROOT) in a research report issued to clients and investors on Monday, The Fly reports. The firm set an “overweight” rating and a $28.00... 
Fisher Asset Management LLC Sells 230,145 Shares of Southern Copper Co. (NYSE:SCCO)

Fisher Asset Management LLC Sells 230,145 Shares of Southern Copper Co. (NYSE:SCCO)

Fisher Asset Management LLC lowered its position in shares of Southern Copper Co. (NYSE:SCCO) by 5.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... 
Haverford Trust Co. Increases Holdings in Vanguard ESG International Stock ETF (NYSEARCA:VSGX)

Haverford Trust Co. Increases Holdings in Vanguard ESG International Stock ETF (NYSEARCA:VSGX)

Haverford Trust Co. lifted its position in shares of Vanguard ESG International Stock ETF (NYSEARCA:VSGX) by 92.1% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 20,920 shares of the company’s... 
Motco Takes $159,000 Position in CyrusOne Inc. (NASDAQ:CONE)

Motco Takes $159,000 Position in CyrusOne Inc. (NASDAQ:CONE)

Motco acquired a new stake in CyrusOne Inc. (NASDAQ:CONE) in the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 2,267 shares of the real estate investment trust’s stock, valued at approximately... 
Palisades Hudson Asset Management L.P. Purchases 973 Shares of Johnson & Johnson (NYSE:JNJ)

Palisades Hudson Asset Management L.P. Purchases 973 Shares of Johnson & Johnson (NYSE:JNJ)

Palisades Hudson Asset Management L.P. boosted its position in Johnson & Johnson (NYSE:JNJ) by 59.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... 
Jupiter Asset Management Ltd. Increases Stock Holdings in Johnson & Johnson (NYSE:JNJ)

Jupiter Asset Management Ltd. Increases Stock Holdings in Johnson & Johnson (NYSE:JNJ)

Jupiter Asset Management Ltd. raised its stake in Johnson & Johnson (NYSE:JNJ) by 444.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 140,200 shares of the company’s stock after acquiring an additional... 
Shoker Investment Counsel Inc. Sells 439 Shares of Johnson & Johnson (NYSE:JNJ)

Shoker Investment Counsel Inc. Sells 439 Shares of Johnson & Johnson (NYSE:JNJ)

Shoker Investment Counsel Inc. trimmed its position in shares of Johnson & Johnson (NYSE:JNJ) by 2.3% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... 
The Manufacturers Life Insurance Company Grows Stock Position in Dover Co. (NYSE:DOV)

The Manufacturers Life Insurance Company Grows Stock Position in Dover Co. (NYSE:DOV)

The Manufacturers Life Insurance Company increased its holdings in Dover Co. (NYSE:DOV) by 13.0% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... 
Day & Ennis LLC Acquires 137 Shares of Johnson & Johnson (NYSE:JNJ)

Day & Ennis LLC Acquires 137 Shares of Johnson & Johnson (NYSE:JNJ)

Day & Ennis LLC lifted its holdings in Johnson & Johnson (NYSE:JNJ) by 0.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,121... 
Comparing Tandy Leather Factory (OTCMKTS:TLFA) and Tapestry (NYSE:TPR)

Comparing Tandy Leather Factory (OTCMKTS:TLFA) and Tapestry (NYSE:TPR)

Tapestry (NYSE:TPR) and Tandy Leather Factory (OTCMKTS:TLFA) are both retail/wholesale companies, but which is the better investment? We will contrast the two businesses based on the strength of their valuation, risk, earnings, dividends,... 
iShares International Select Dividend ETF (BATS:IDV) Stake Lessened by Motco

iShares International Select Dividend ETF (BATS:IDV) Stake Lessened by Motco

Motco cut its stake in iShares International Select Dividend ETF (BATS:IDV) by 3.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... 
Tesla, Inc. (NASDAQ:TSLA) Shares Acquired by Laurel Wealth Advisors LLC

Tesla, Inc. (NASDAQ:TSLA) Shares Acquired by Laurel Wealth Advisors LLC

Laurel Wealth Advisors LLC increased its stake in Tesla, Inc. (NASDAQ:TSLA) by 400.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... 
Snap-on Incorporated (NYSE:SNA) Shares Acquired by Laurel Wealth Advisors LLC

Snap-on Incorporated (NYSE:SNA) Shares Acquired by Laurel Wealth Advisors LLC

Laurel Wealth Advisors LLC boosted its position in shares of Snap-on Incorporated (NYSE:SNA) by 15.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... 
Laurel Wealth Advisors LLC Lowers Position in Invesco BulletShares 2023 Corporate Bond ETF (NYSEARCA:BSCN)

Laurel Wealth Advisors LLC Lowers Position in Invesco BulletShares 2023 Corporate Bond ETF (NYSEARCA:BSCN)

Laurel Wealth Advisors LLC lessened its holdings in shares of Invesco BulletShares 2023 Corporate Bond ETF (NYSEARCA:BSCN) by 12.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and... 
The E.W. Scripps (SSP) and Its Peers Head to Head Review

The E.W. Scripps (SSP) and Its Peers Head to Head Review

The E.W. Scripps (NASDAQ: SSP) is one of 31 publicly-traded companies in the “Television broadcasting stations” industry, but how does it compare to its rivals? We will compare The E.W. Scripps to similar companies based... 
RMB Capital Management LLC Has $2.39 Million Stock Holdings in Carlisle Companies Incorporated (NYSE:CSL)

RMB Capital Management LLC Has $2.39 Million Stock Holdings in Carlisle Companies Incorporated (NYSE:CSL)

RMB Capital Management LLC increased its holdings in Carlisle Companies Incorporated (NYSE:CSL) by 17.8% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... 
Wolverine World Wide, Inc. (NYSE:WWW) Shares Bought by GW&K Investment Management LLC

Wolverine World Wide, Inc. (NYSE:WWW) Shares Bought by GW&K Investment Management LLC

GW&K Investment Management LLC lifted its stake in shares of Wolverine World Wide, Inc. (NYSE:WWW) by 2.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
Jupiter Asset Management Ltd. Takes Position in Chemed Co. (NYSE:CHE)

Jupiter Asset Management Ltd. Takes Position in Chemed Co. (NYSE:CHE)

Jupiter Asset Management Ltd. purchased a new stake in Chemed Co. (NYSE:CHE) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 2,161 shares of the company’s... 
Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) Stock Holdings Lessened by Public Employees Retirement Association of Colorado

Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) Stock Holdings Lessened by Public Employees Retirement Association of Colorado

Public Employees Retirement Association of Colorado trimmed its stake in Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) by 39.5% in the third quarter, according to its most recent disclosure with the Securities... 
GW&K Investment Management LLC Has $19.71 Million Position in Proofpoint, Inc. (NASDAQ:PFPT)

GW&K Investment Management LLC Has $19.71 Million Position in Proofpoint, Inc. (NASDAQ:PFPT)

GW&K Investment Management LLC cut its position in Proofpoint, Inc. (NASDAQ:PFPT) by 1.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned... 
Pacific Premier Bancorp, Inc. (NASDAQ:PPBI) Shares Acquired by GW&K Investment Management LLC

Pacific Premier Bancorp, Inc. (NASDAQ:PPBI) Shares Acquired by GW&K Investment Management LLC

GW&K Investment Management LLC lifted its position in shares of Pacific Premier Bancorp, Inc. (NASDAQ:PPBI) by 3.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange... 
Westpac Banking Corp Cuts Stock Holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS)

Westpac Banking Corp Cuts Stock Holdings in Skyworks Solutions, Inc. (NASDAQ:SWKS)

Westpac Banking Corp trimmed its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS) by 1.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 26,291 shares of the semiconductor... 
GW&K Investment Management LLC Boosts Position in Huazhu Group Limited (NASDAQ:HTHT)

GW&K Investment Management LLC Boosts Position in Huazhu Group Limited (NASDAQ:HTHT)

GW&K Investment Management LLC raised its stake in shares of Huazhu Group Limited (NASDAQ:HTHT) by 95.3% in the third quarter, Holdings Channel reports. The institutional investor owned 491,585 shares of the company’s... 
Ajo LP Has $4.15 Million Stock Holdings in Eagle Pharmaceuticals, Inc. (NASDAQ:EGRX)

Ajo LP Has $4.15 Million Stock Holdings in Eagle Pharmaceuticals, Inc. (NASDAQ:EGRX)

Ajo LP cut its holdings in Eagle Pharmaceuticals, Inc. (NASDAQ:EGRX) by 29.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 97,755 shares of the specialty... 
Dropbox, Inc. (NASDAQ:DBX) Shares Purchased by Ajo LP

Dropbox, Inc. (NASDAQ:DBX) Shares Purchased by Ajo LP

Ajo LP increased its holdings in shares of Dropbox, Inc. (NASDAQ:DBX) by 62.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 216,879 shares of the company’s... 
Comparing Red Lion Hotels (NYSE:RLH) & Great Eagle (OTCMKTS:GEAHF)

Comparing Red Lion Hotels (NYSE:RLH) & Great Eagle (OTCMKTS:GEAHF)

Great Eagle (OTCMKTS:GEAHF) and Red Lion Hotels (NYSE:RLH) are both small-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their earnings, valuation, dividends, risk,... 
ClearSign Technologies (CLIR) & Its Rivals Head to Head Review

ClearSign Technologies (CLIR) & Its Rivals Head to Head Review

ClearSign Technologies (NASDAQ: CLIR) is one of 25 public companies in the “Process control instruments” industry, but how does it weigh in compared to its rivals? We will compare ClearSign Technologies to similar businesses... 
Diginex (EQOS) versus Its Rivals Critical Contrast

Diginex (EQOS) versus Its Rivals Critical Contrast

Diginex (NASDAQ: EQOS) is one of 157 public companies in the “Holding & other investment offices” industry, but how does it weigh in compared to its peers? We will compare Diginex to related businesses based on the...