Home » Author Archive

Haverford Trust Co. Trims Stake in The Southern Company (NYSE:SO)

Haverford Trust Co. Trims Stake in The Southern Company (NYSE:SO)

Haverford Trust Co. cut its stake in The Southern Company (NYSE:SO) by 5.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,361 shares of the utilities provider’s... 
Dominion Energy, Inc. (NYSE:D) Position Trimmed by Motco

Dominion Energy, Inc. (NYSE:D) Position Trimmed by Motco

Motco trimmed its stake in Dominion Energy, Inc. (NYSE:D) by 95.7% in the third quarter, Holdings Channel.com reports. The firm owned 4,953 shares of the utilities provider’s stock after selling 110,973 shares during the quarter.... 
Motco Boosts Stock Position in Stryker Co. (NYSE:SYK)

Motco Boosts Stock Position in Stryker Co. (NYSE:SYK)

Motco lifted its holdings in shares of Stryker Co. (NYSE:SYK) by 3.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,725 shares of the medical... 
Dana Investment Advisors Inc. Purchases New Shares in Oracle Co. (NYSE:ORCL)

Dana Investment Advisors Inc. Purchases New Shares in Oracle Co. (NYSE:ORCL)

Dana Investment Advisors Inc. purchased a new stake in Oracle Co. (NYSE:ORCL) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 3,998... 
The Procter & Gamble Company (NYSE:PG) Shares Sold by Fisher Asset Management LLC

The Procter & Gamble Company (NYSE:PG) Shares Sold by Fisher Asset Management LLC

Fisher Asset Management LLC lessened its stake in The Procter & Gamble Company (NYSE:PG) by 2.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... 
Waste Management, Inc. (NYSE:WM) Shares Sold by Haverford Trust Co.

Waste Management, Inc. (NYSE:WM) Shares Sold by Haverford Trust Co.

Haverford Trust Co. decreased its position in shares of Waste Management, Inc. (NYSE:WM) by 1.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund... 
US Bancorp DE Trims Stock Position in Dover Co. (NYSE:DOV)

US Bancorp DE Trims Stock Position in Dover Co. (NYSE:DOV)

US Bancorp DE lessened its holdings in shares of Dover Co. (NYSE:DOV) by 8.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 140,282... 
Ciena Co. (NYSE:CIEN) Shares Sold by Dana Investment Advisors Inc.

Ciena Co. (NYSE:CIEN) Shares Sold by Dana Investment Advisors Inc.

Dana Investment Advisors Inc. reduced its stake in Ciena Co. (NYSE:CIEN) by 42.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,473 shares... 
McDonald’s Co. (NYSE:MCD) Stock Position Boosted by Fisher Asset Management LLC

McDonald’s Co. (NYSE:MCD) Stock Position Boosted by Fisher Asset Management LLC

Fisher Asset Management LLC raised its holdings in McDonald’s Co. (NYSE:MCD) by 6,221.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 545,509 shares... 
PPG Industries, Inc. (NYSE:PPG) Shares Acquired by Motco

PPG Industries, Inc. (NYSE:PPG) Shares Acquired by Motco

Motco grew its stake in shares of PPG Industries, Inc. (NYSE:PPG) by 48.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... 
Motco Takes Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Motco Takes Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Motco bought a new position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 105... 
State Street Corp Sells 372,303 Shares of Las Vegas Sands Corp. (NYSE:LVS)

State Street Corp Sells 372,303 Shares of Las Vegas Sands Corp. (NYSE:LVS)

State Street Corp trimmed its position in Las Vegas Sands Corp. (NYSE:LVS) by 2.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,382,737 shares of the... 
GW&K Investment Management LLC Acquires 4,241 Shares of Charter Communications, Inc. (NASDAQ:CHTR)

GW&K Investment Management LLC Acquires 4,241 Shares of Charter Communications, Inc. (NASDAQ:CHTR)

GW&K Investment Management LLC boosted its holdings in shares of Charter Communications, Inc. (NASDAQ:CHTR) by 17.0% in the 3rd quarter, Holdings Channel reports. The firm owned 29,187 shares of the company’s stock after... 
The Boeing Company (NYSE:BA) Shares Acquired by Motco

The Boeing Company (NYSE:BA) Shares Acquired by Motco

Motco increased its holdings in shares of The Boeing Company (NYSE:BA) by 1,506.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 964 shares of the aircraft... 
Motco Has $181,000 Stock Holdings in Cigna Co. (NYSE:CI)

Motco Has $181,000 Stock Holdings in Cigna Co. (NYSE:CI)

Motco raised its position in Cigna Co. (NYSE:CI) by 6.0% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 1,068 shares of the health services provider’s stock after... 
QUALCOMM Incorporated (NASDAQ:QCOM) Shares Bought by GW&K Investment Management LLC

QUALCOMM Incorporated (NASDAQ:QCOM) Shares Bought by GW&K Investment Management LLC

GW&K Investment Management LLC lifted its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM) by 18.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned... 
Vail Resorts, Inc. (NYSE:MTN) Shares Acquired by GW&K Investment Management LLC

Vail Resorts, Inc. (NYSE:MTN) Shares Acquired by GW&K Investment Management LLC

GW&K Investment Management LLC boosted its position in Vail Resorts, Inc. (NYSE:MTN) by 1.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 91,570... 
Dana Investment Advisors Inc. Buys Shares of 2,474 iShares Russell 2000 ETF (NYSEARCA:IWM)

Dana Investment Advisors Inc. Buys Shares of 2,474 iShares Russell 2000 ETF (NYSEARCA:IWM)

Dana Investment Advisors Inc. bought a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) in the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 2,474 shares of the exchange traded... 
Jack Henry & Associates, Inc. (NASDAQ:JKHY) Position Cut by US Bancorp DE

Jack Henry & Associates, Inc. (NASDAQ:JKHY) Position Cut by US Bancorp DE

US Bancorp DE trimmed its stake in Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 0.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 97,046 shares of the technology company’s stock... 
Bank Julius Baer & Co. Ltd Zurich Sells 560 Shares of CarMax, Inc. (NYSE:KMX)

Bank Julius Baer & Co. Ltd Zurich Sells 560 Shares of CarMax, Inc. (NYSE:KMX)

Bank Julius Baer & Co. Ltd Zurich reduced its stake in CarMax, Inc. (NYSE:KMX) by 12.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,820 shares... 
Haverford Trust Co. Sells 653 Shares of Novartis AG (NYSE:NVS)

Haverford Trust Co. Sells 653 Shares of Novartis AG (NYSE:NVS)

Haverford Trust Co. trimmed its position in Novartis AG (NYSE:NVS) by 1.9% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 34,543 shares of the company’s stock after... 
iShares International Select Dividend ETF (BATS:IDV) Stock Position Decreased by Haverford Trust Co.

iShares International Select Dividend ETF (BATS:IDV) Stock Position Decreased by Haverford Trust Co.

Haverford Trust Co. decreased its stake in shares of iShares International Select Dividend ETF (BATS:IDV) by 9.1% during the third quarter, HoldingsChannel.com reports. The fund owned 18,494 shares of the company’s stock after... 
Ajo LP Has $4.10 Million Stock Position in Eastman Chemical (NYSE:EMN)

Ajo LP Has $4.10 Million Stock Position in Eastman Chemical (NYSE:EMN)

Ajo LP trimmed its position in Eastman Chemical (NYSE:EMN) by 21.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 52,431 shares of... 
RMB Capital Management LLC Raises Stake in Webster Financial Co. (NYSE:WBS)

RMB Capital Management LLC Raises Stake in Webster Financial Co. (NYSE:WBS)

RMB Capital Management LLC increased its holdings in Webster Financial Co. (NYSE:WBS) by 32.4% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... 
Haverford Trust Co. Sells 3,164 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Haverford Trust Co. Sells 3,164 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Haverford Trust Co. lessened its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 20.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 12,327... 
Haverford Trust Co. Acquires 466 Shares of Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB)

Haverford Trust Co. Acquires 466 Shares of Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB)

Haverford Trust Co. lifted its holdings in shares of Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB) by 4.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... 
GW&K Investment Management LLC Boosts Stake in Hudson Pacific Properties, Inc. (NYSE:HPP)

GW&K Investment Management LLC Boosts Stake in Hudson Pacific Properties, Inc. (NYSE:HPP)

GW&K Investment Management LLC boosted its holdings in Hudson Pacific Properties, Inc. (NYSE:HPP) by 2.0% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 669,360 shares... 
GW&K Investment Management LLC Raises Stock Holdings in Credicorp Ltd. (NYSE:BAP)

GW&K Investment Management LLC Raises Stock Holdings in Credicorp Ltd. (NYSE:BAP)

GW&K Investment Management LLC lifted its holdings in shares of Credicorp Ltd. (NYSE:BAP) by 10.4% in the third quarter, HoldingsChannel.com reports. The fund owned 124,600 shares of the bank’s stock after acquiring an... 
GW&K Investment Management LLC Has $12.03 Million Position in OGE Energy Corp. (NYSE:OGE)

GW&K Investment Management LLC Has $12.03 Million Position in OGE Energy Corp. (NYSE:OGE)

GW&K Investment Management LLC lessened its stake in shares of OGE Energy Corp. (NYSE:OGE) by 28.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... 
iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Purchased by Motco

iShares Russell 2000 ETF (NYSEARCA:IWM) Shares Purchased by Motco

Motco grew its holdings in shares of iShares Russell 2000 ETF (NYSEARCA:IWM) by 39.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned... 
Summit Hotel Properties, Inc. (NYSE:INN) Position Increased by GW&K Investment Management LLC

Summit Hotel Properties, Inc. (NYSE:INN) Position Increased by GW&K Investment Management LLC

GW&K Investment Management LLC grew its holdings in Summit Hotel Properties, Inc. (NYSE:INN) by 3.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... 
Motco Buys New Position in Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB)

Motco Buys New Position in Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB)

Motco purchased a new position in shares of Vanguard Small-Cap Index Fund ETF Shares (NYSEARCA:VB) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased... 
Westpac Banking Corp Has $5.12 Million Stake in Thor Industries, Inc. (NYSE:THO)

Westpac Banking Corp Has $5.12 Million Stake in Thor Industries, Inc. (NYSE:THO)

Westpac Banking Corp lifted its stake in shares of Thor Industries, Inc. (NYSE:THO) by 0.8% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 53,723... 
GW&K Investment Management LLC Buys 318,155 Shares of Infosys Limited (NYSE:INFY)

GW&K Investment Management LLC Buys 318,155 Shares of Infosys Limited (NYSE:INFY)

GW&K Investment Management LLC increased its stake in Infosys Limited (NYSE:INFY) by 29.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,410,442 shares... 
GW&K Investment Management LLC Reduces Stock Position in Verisk Analytics, Inc. (NASDAQ:VRSK)

GW&K Investment Management LLC Reduces Stock Position in Verisk Analytics, Inc. (NASDAQ:VRSK)

GW&K Investment Management LLC trimmed its stake in Verisk Analytics, Inc. (NASDAQ:VRSK) by 1.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... 
GW&K Investment Management LLC Purchases 314,444 Shares of Agree Realty Co. (NYSE:ADC)

GW&K Investment Management LLC Purchases 314,444 Shares of Agree Realty Co. (NYSE:ADC)

GW&K Investment Management LLC boosted its position in shares of Agree Realty Co. (NYSE:ADC) by 5,953.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... 
GW&K Investment Management LLC Purchases 15,601 Shares of TCF Financial Co. (NYSE:TCF)

GW&K Investment Management LLC Purchases 15,601 Shares of TCF Financial Co. (NYSE:TCF)

GW&K Investment Management LLC lifted its stake in shares of TCF Financial Co. (NYSE:TCF) by 2.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... 
State Street Corp Boosts Stock Position in Yum China Holdings, Inc. (NYSE:YUMC)

State Street Corp Boosts Stock Position in Yum China Holdings, Inc. (NYSE:YUMC)

State Street Corp boosted its stake in shares of Yum China Holdings, Inc. (NYSE:YUMC) by 3.8% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,285,572 shares... 
Eqis Capital Management Inc. Sells 718 Shares of Emerson Electric Co. (NYSE:EMR)

Eqis Capital Management Inc. Sells 718 Shares of Emerson Electric Co. (NYSE:EMR)

Eqis Capital Management Inc. cut its holdings in Emerson Electric Co. (NYSE:EMR) by 13.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... 
Fisher Asset Management LLC Trims Stock Holdings in Helen of Troy Limited (NASDAQ:HELE)

Fisher Asset Management LLC Trims Stock Holdings in Helen of Troy Limited (NASDAQ:HELE)

Fisher Asset Management LLC decreased its position in Helen of Troy Limited (NASDAQ:HELE) by 2.1% in the third quarter, HoldingsChannel.com reports. The fund owned 506,232 shares of the company’s stock after selling 11,006 shares... 
Globant S.A. (NYSE:GLOB) Shares Sold by Fisher Asset Management LLC

Globant S.A. (NYSE:GLOB) Shares Sold by Fisher Asset Management LLC

Fisher Asset Management LLC lessened its position in shares of Globant S.A. (NYSE:GLOB) by 3.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned... 
Haverford Trust Co. Cuts Position in M&T Bank Co. (NYSE:MTB)

Haverford Trust Co. Cuts Position in M&T Bank Co. (NYSE:MTB)

Haverford Trust Co. decreased its position in shares of M&T Bank Co. (NYSE:MTB) by 6.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... 
Fisher Asset Management LLC Sells 12,522,237 Shares of ING Groep (NYSE:ING)

Fisher Asset Management LLC Sells 12,522,237 Shares of ING Groep (NYSE:ING)

Fisher Asset Management LLC lessened its position in shares of ING Groep (NYSE:ING) by 25.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned... 
Motco Boosts Stake in Equinix, Inc. (REIT) (NASDAQ:EQIX)

Motco Boosts Stake in Equinix, Inc. (REIT) (NASDAQ:EQIX)

Motco boosted its stake in shares of Equinix, Inc. (REIT) (NASDAQ:EQIX) by 20.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 303... 
Live Oak Private Wealth LLC Purchases 966 Shares of Johnson & Johnson (NYSE:JNJ)

Live Oak Private Wealth LLC Purchases 966 Shares of Johnson & Johnson (NYSE:JNJ)

Live Oak Private Wealth LLC lifted its position in shares of Johnson & Johnson (NYSE:JNJ) by 21.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... 
Suncast Solar Energy (OTCMKTS:SUNC) versus NeoGenomics (NASDAQ:NEO) Head to Head Analysis

Suncast Solar Energy (OTCMKTS:SUNC) versus NeoGenomics (NASDAQ:NEO) Head to Head Analysis

Suncast Solar Energy (OTCMKTS:SUNC) and NeoGenomics (NASDAQ:NEO) are both business services companies, but which is the better stock? We will contrast the two businesses based on the strength of their earnings, profitability, risk,... 
Motco Increases Stake in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA)

Motco Increases Stake in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA)

Motco boosted its position in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA) by 11.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... 
Laurel Wealth Advisors LLC Grows Position in Esperion Therapeutics, Inc. (NASDAQ:ESPR)

Laurel Wealth Advisors LLC Grows Position in Esperion Therapeutics, Inc. (NASDAQ:ESPR)

Laurel Wealth Advisors LLC grew its stake in shares of Esperion Therapeutics, Inc. (NASDAQ:ESPR) by 1,041.7% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,740 shares... 
Laurel Wealth Advisors LLC Lowers Position in Delta Air Lines, Inc. (NYSE:DAL)

Laurel Wealth Advisors LLC Lowers Position in Delta Air Lines, Inc. (NYSE:DAL)

Laurel Wealth Advisors LLC decreased its stake in shares of Delta Air Lines, Inc. (NYSE:DAL) by 6.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... 
Fort Washington Investment Advisors Inc. OH Cuts Stake in Exelon Co. (NYSE:EXC)

Fort Washington Investment Advisors Inc. OH Cuts Stake in Exelon Co. (NYSE:EXC)

Fort Washington Investment Advisors Inc. OH reduced its holdings in shares of Exelon Co. (NYSE:EXC) by 17.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission....