Home » Author Archive

Fisher Asset Management LLC Reduces Holdings in Pfizer Inc. (NYSE:PFE)

Fisher Asset Management LLC Reduces Holdings in Pfizer Inc. (NYSE:PFE)

Fisher Asset Management LLC trimmed its holdings in shares of Pfizer Inc. (NYSE:PFE) by 3.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... 
Ajo LP Takes Position in Tesla, Inc. (NASDAQ:TSLA)

Ajo LP Takes Position in Tesla, Inc. (NASDAQ:TSLA)

Ajo LP bought a new stake in Tesla, Inc. (NASDAQ:TSLA) in the 3rd quarter, HoldingsChannel.com reports. The firm bought 9,777 shares of the electric vehicle producer’s stock, valued at approximately $4,194,000. Other institutional... 
Sysco Co. (NYSE:SYY) Shares Sold by Haverford Trust Co.

Sysco Co. (NYSE:SYY) Shares Sold by Haverford Trust Co.

Haverford Trust Co. lessened its stake in Sysco Co. (NYSE:SYY) by 1.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 15,200 shares of the company’s... 
JPMorgan Chase & Co. (NYSE:JPM) Shares Purchased by ST Germain D J Co. Inc.

JPMorgan Chase & Co. (NYSE:JPM) Shares Purchased by ST Germain D J Co. Inc.

ST Germain D J Co. Inc. boosted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 2.0% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 213,359 shares of the financial services provider’s... 
GW&K Investment Management LLC Trims Position in Kinder Morgan, Inc. (NYSE:KMI)

GW&K Investment Management LLC Trims Position in Kinder Morgan, Inc. (NYSE:KMI)

GW&K Investment Management LLC lessened its stake in shares of Kinder Morgan, Inc. (NYSE:KMI) by 1.3% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... 
Analyzing Senseonics (SENS) and Its Peers

Analyzing Senseonics (SENS) and Its Peers

Senseonics (NYSE: SENS) is one of 25 publicly-traded companies in the “Process control instruments” industry, but how does it compare to its rivals? We will compare Senseonics to related companies based on the strength... 
GW&K Investment Management LLC Has $14.32 Million Stake in Banco Bradesco S.A. (NYSE:BBD)

GW&K Investment Management LLC Has $14.32 Million Stake in Banco Bradesco S.A. (NYSE:BBD)

GW&K Investment Management LLC decreased its holdings in Banco Bradesco S.A. (NYSE:BBD) by 0.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,174,937... 
The Sherwin-Williams Company (NYSE:SHW) Shares Acquired by Westpac Banking Corp

The Sherwin-Williams Company (NYSE:SHW) Shares Acquired by Westpac Banking Corp

Westpac Banking Corp boosted its holdings in shares of The Sherwin-Williams Company (NYSE:SHW) by 12.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... 
Southwest Airlines Co. (NYSE:LUV) Shares Sold by Motco

Southwest Airlines Co. (NYSE:LUV) Shares Sold by Motco

Motco lessened its position in shares of Southwest Airlines Co. (NYSE:LUV) by 19.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,089 shares of the airline’s stock... 
700 Shares in Vanguard High Dividend Yield Index Fund ETF Shares (NYSEARCA:VYM) Purchased by Motco

700 Shares in Vanguard High Dividend Yield Index Fund ETF Shares (NYSEARCA:VYM) Purchased by Motco

Motco purchased a new stake in Vanguard High Dividend Yield Index Fund ETF Shares (NYSEARCA:VYM) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... 
Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Purchased by Fisher Asset Management LLC

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Purchased by Fisher Asset Management LLC

Fisher Asset Management LLC lifted its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 6.1% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 778,817 shares... 
Haverford Trust Co. Has $543,000 Stake in Public Service Enterprise Group Incorporated (NYSE:PEG)

Haverford Trust Co. Has $543,000 Stake in Public Service Enterprise Group Incorporated (NYSE:PEG)

Haverford Trust Co. trimmed its holdings in shares of Public Service Enterprise Group Incorporated (NYSE:PEG) by 6.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... 
Motco Purchases 1,546 Shares of Stanley Black & Decker, Inc. (NYSE:SWK)

Motco Purchases 1,546 Shares of Stanley Black & Decker, Inc. (NYSE:SWK)

Motco boosted its holdings in shares of Stanley Black & Decker, Inc. (NYSE:SWK) by 7,730.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... 
Laurel Wealth Advisors LLC Raises Stock Holdings in Lululemon Athletica Inc. (NASDAQ:LULU)

Laurel Wealth Advisors LLC Raises Stock Holdings in Lululemon Athletica Inc. (NASDAQ:LULU)

Laurel Wealth Advisors LLC raised its stake in shares of Lululemon Athletica Inc. (NASDAQ:LULU) by 59.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... 
Motco Acquires 1,062 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Motco Acquires 1,062 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Motco grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 0.9% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 122,816 shares of the financial services provider’s... 
US Bancorp DE Sells 2,188 Shares of SAP SE (NYSE:SAP)

US Bancorp DE Sells 2,188 Shares of SAP SE (NYSE:SAP)

US Bancorp DE cut its stake in SAP SE (NYSE:SAP) by 1.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 165,395 shares of the software maker’s... 
Dana Investment Advisors Inc. Acquires Shares of 1,999 Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG)

Dana Investment Advisors Inc. Acquires Shares of 1,999 Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG)

Dana Investment Advisors Inc. acquired a new stake in Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG) during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor... 
1,499 Shares in Domino’s Pizza, Inc. (NYSE:DPZ) Purchased by Fort Washington Investment Advisors Inc. OH

1,499 Shares in Domino’s Pizza, Inc. (NYSE:DPZ) Purchased by Fort Washington Investment Advisors Inc. OH

Fort Washington Investment Advisors Inc. OH bought a new position in shares of Domino’s Pizza, Inc. (NYSE:DPZ) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... 
US Bancorp DE Has $23.34 Million Position in Cigna Co. (NYSE:CI)

US Bancorp DE Has $23.34 Million Position in Cigna Co. (NYSE:CI)

US Bancorp DE reduced its holdings in shares of Cigna Co. (NYSE:CI) by 7.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 137,784 shares of the health... 
GW&K Investment Management LLC Has $11.93 Million Stock Holdings in Napco Security Technologies, Inc. (NASDAQ:NSSC)

GW&K Investment Management LLC Has $11.93 Million Stock Holdings in Napco Security Technologies, Inc. (NASDAQ:NSSC)

GW&K Investment Management LLC raised its stake in shares of Napco Security Technologies, Inc. (NASDAQ:NSSC) by 183.0% during the 3rd quarter, HoldingsChannel reports. The firm owned 507,584 shares of the industrial products... 
Jupiter Asset Management Ltd. Takes $859,000 Position in Yum! Brands, Inc. (NYSE:YUM)

Jupiter Asset Management Ltd. Takes $859,000 Position in Yum! Brands, Inc. (NYSE:YUM)

Jupiter Asset Management Ltd. purchased a new stake in shares of Yum! Brands, Inc. (NYSE:YUM) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased... 
Fisher Asset Management LLC Has $77.78 Million Holdings in Kansas City Southern (NYSE:KSU)

Fisher Asset Management LLC Has $77.78 Million Holdings in Kansas City Southern (NYSE:KSU)

Fisher Asset Management LLC cut its holdings in Kansas City Southern (NYSE:KSU) by 14.9% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 430,123 shares... 
Fisher Asset Management LLC Sells 34,263 Shares of Meritage Homes Co. (NYSE:MTH)

Fisher Asset Management LLC Sells 34,263 Shares of Meritage Homes Co. (NYSE:MTH)

Fisher Asset Management LLC reduced its position in shares of Meritage Homes Co. (NYSE:MTH) by 2.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned... 
Fisher Asset Management LLC Sells 35,121 Shares of SVB Financial Group (NASDAQ:SIVB)

Fisher Asset Management LLC Sells 35,121 Shares of SVB Financial Group (NASDAQ:SIVB)

Fisher Asset Management LLC lowered its position in shares of SVB Financial Group (NASDAQ:SIVB) by 4.7% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 717,269... 
Haverford Trust Co. Sells 20,280 Shares of U.S. Bancorp (NYSE:USB)

Haverford Trust Co. Sells 20,280 Shares of U.S. Bancorp (NYSE:USB)

Haverford Trust Co. decreased its holdings in U.S. Bancorp (NYSE:USB) by 60.1% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 13,480 shares of the financial services provider’s... 
Haverford Trust Co. Sells 9,822 Shares of Energy Transfer LP (NYSE:ET)

Haverford Trust Co. Sells 9,822 Shares of Energy Transfer LP (NYSE:ET)

Haverford Trust Co. decreased its stake in shares of Energy Transfer LP (NYSE:ET) 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... 
Haverford Trust Co. Has $530,000 Stock Holdings in Vanguard ESG U.S. Stock ETF (NYSEARCA:ESGV)

Haverford Trust Co. Has $530,000 Stock Holdings in Vanguard ESG U.S. Stock ETF (NYSEARCA:ESGV)

Haverford Trust Co. increased its position in Vanguard ESG U.S. Stock ETF (NYSEARCA:ESGV) by 31.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... 
Fidelity National Information Services, Inc. (NYSE:FIS) Shares Bought by Motco

Fidelity National Information Services, Inc. (NYSE:FIS) Shares Bought by Motco

Motco grew its holdings in shares of Fidelity National Information Services, Inc. (NYSE:FIS) by 7.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... 
Quad Cities Investment Group LLC Has $422,000 Stake in Johnson & Johnson (NYSE:JNJ)

Quad Cities Investment Group LLC Has $422,000 Stake in Johnson & Johnson (NYSE:JNJ)

Quad Cities Investment Group LLC trimmed its position in Johnson & Johnson (NYSE:JNJ) by 3.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... 
Johnson & Johnson (NYSE:JNJ) Stake Raised by Verdence Capital Advisors LLC

Johnson & Johnson (NYSE:JNJ) Stake Raised by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC increased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 0.5% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 51,494 shares of the company’s... 
Johnson & Johnson (NYSE:JNJ) Shares Purchased by Fifth Third Bancorp

Johnson & Johnson (NYSE:JNJ) Shares Purchased by Fifth Third Bancorp

Fifth Third Bancorp boosted its holdings in Johnson & Johnson (NYSE:JNJ) by 1.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... 
Johnson & Johnson (NYSE:JNJ) Position Cut by First Interstate Bank

Johnson & Johnson (NYSE:JNJ) Position Cut by First Interstate Bank

First Interstate Bank trimmed its stake in Johnson & Johnson (NYSE:JNJ) by 57.1% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 5,717 shares of the company’s stock after selling... 
TD Asset Management Inc. Raises Holdings in The PNC Financial Services Group, Inc. (NYSE:PNC)

TD Asset Management Inc. Raises Holdings in The PNC Financial Services Group, Inc. (NYSE:PNC)

TD Asset Management Inc. lifted its holdings in shares of The PNC Financial Services Group, Inc. (NYSE:PNC) by 27.9% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 189,523 shares of... 
Laurel Wealth Advisors LLC Decreases Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Laurel Wealth Advisors LLC Decreases Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Laurel Wealth Advisors LLC lowered its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 41.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 715... 
Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Sold by Laurel Wealth Advisors LLC

Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) Shares Sold by Laurel Wealth Advisors LLC

Laurel Wealth Advisors LLC reduced its stake in shares of Schwab U.S. Large-Cap Growth ETF (NYSEARCA:SCHG) by 20.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... 
Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE) Shares Sold by Laurel Wealth Advisors LLC

Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE) Shares Sold by Laurel Wealth Advisors LLC

Laurel Wealth Advisors LLC cut its holdings in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE) by 11.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... 
The E.W. Scripps (SSP) and Its Competitors Financial Contrast

The E.W. Scripps (SSP) and Its Competitors Financial Contrast

The E.W. Scripps (NASDAQ: SSP) is one of 31 public companies in the “Television broadcasting stations” industry, but how does it contrast to its peers? We will compare The E.W. Scripps to similar companies based on the... 
RMB Capital Management LLC Sells 25,311 Shares of CatchMark Timber Trust, Inc. (NYSE:CTT)

RMB Capital Management LLC Sells 25,311 Shares of CatchMark Timber Trust, Inc. (NYSE:CTT)

RMB Capital Management LLC decreased its stake in shares of CatchMark Timber Trust, Inc. (NYSE:CTT) by 10.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... 
Dana Investment Advisors Inc. Takes $218,000 Position in iShares Agency Bond ETF (NYSEARCA:AGZ)

Dana Investment Advisors Inc. Takes $218,000 Position in iShares Agency Bond ETF (NYSEARCA:AGZ)

Dana Investment Advisors Inc. purchased a new stake in iShares Agency Bond ETF (NYSEARCA:AGZ) in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... 
Dana Investment Advisors Inc. Makes New $1.30 Million Investment in Avient Co. (NASDAQ:AVNT)

Dana Investment Advisors Inc. Makes New $1.30 Million Investment in Avient Co. (NASDAQ:AVNT)

Dana Investment Advisors Inc. bought a new position in shares of Avient Co. (NASDAQ:AVNT) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought... 
RMB Capital Management LLC Sells 18 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

RMB Capital Management LLC Sells 18 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

RMB Capital Management LLC lowered its position in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 0.6% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... 
Graco Inc. (NYSE:GGG) Shares Sold by US Bancorp DE

Graco Inc. (NYSE:GGG) Shares Sold by US Bancorp DE

US Bancorp DE cut its stake in shares of Graco Inc. (NYSE:GGG) by 1.5% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 286,254 shares of the industrial products company’s... 
BlackRock Floating Rate Income Strategies Fund, Inc. (NYSE:FRA) Shares Sold by RMB Capital Management LLC

BlackRock Floating Rate Income Strategies Fund, Inc. (NYSE:FRA) Shares Sold by RMB Capital Management LLC

RMB Capital Management LLC reduced its holdings in BlackRock Floating Rate Income Strategies Fund, Inc. (NYSE:FRA) by 10.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... 
RMB Capital Management LLC Has $2.31 Million Stock Holdings in Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE)

RMB Capital Management LLC Has $2.31 Million Stock Holdings in Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE)

RMB Capital Management LLC increased its position in shares of Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE) by 5.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... 
RMB Capital Management LLC Has $2.10 Million Stake in GAMCO Global Gold, Natural Resources & Income Trust (NYSEAMERICAN:GGN)

RMB Capital Management LLC Has $2.10 Million Stake in GAMCO Global Gold, Natural Resources & Income Trust (NYSEAMERICAN:GGN)

RMB Capital Management LLC increased its holdings in GAMCO Global Gold, Natural Resources & Income Trust (NYSEAMERICAN:GGN) by 22.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... 
RMB Capital Management LLC Trims Stock Holdings in Facebook, Inc. (NASDAQ:FB)

RMB Capital Management LLC Trims Stock Holdings in Facebook, Inc. (NASDAQ:FB)

RMB Capital Management LLC trimmed its holdings in Facebook, Inc. (NASDAQ:FB) by 5.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,757... 
US Bancorp DE Acquires 144 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

US Bancorp DE Acquires 144 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

US Bancorp DE boosted its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG) by 0.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,006... 
RMB Capital Management LLC Purchases 194 Shares of Stryker Co. (NYSE:SYK)

RMB Capital Management LLC Purchases 194 Shares of Stryker Co. (NYSE:SYK)

RMB Capital Management LLC boosted its position in shares of Stryker Co. (NYSE:SYK) by 2.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,115 shares of... 
US Bancorp DE Sells 113 Shares of MercadoLibre, Inc. (NASDAQ:MELI)

US Bancorp DE Sells 113 Shares of MercadoLibre, Inc. (NASDAQ:MELI)

US Bancorp DE decreased its holdings in shares of MercadoLibre, Inc. (NASDAQ:MELI) by 0.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,879 shares... 
Dana Investment Advisors Inc. Invests $1.22 Million in VICI Properties Inc. (NYSE:VICI)

Dana Investment Advisors Inc. Invests $1.22 Million in VICI Properties Inc. (NYSE:VICI)

Dana Investment Advisors Inc. acquired a new position in VICI Properties Inc. (NYSE:VICI) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 52,262 shares of the company’s...