Home » Author Archive

OLD National Bancorp IN Cuts Holdings in United Technologies Co. (NYSE:UTX)

OLD National Bancorp IN Cuts Holdings in United Technologies Co. (NYSE:UTX)

OLD National Bancorp IN decreased its stake in shares of United Technologies Co. (NYSE:UTX) by 1.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... 
Hemenway Trust Co LLC Sells 3,968 Shares of Intel Co. (NASDAQ:INTC)

Hemenway Trust Co LLC Sells 3,968 Shares of Intel Co. (NASDAQ:INTC)

Hemenway Trust Co LLC lowered its stake in shares of Intel Co. (NASDAQ:INTC) by 2.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 194,236... 
Gradient Capital Advisors LLC Boosts Stock Position in Intel Co. (NASDAQ:INTC)

Gradient Capital Advisors LLC Boosts Stock Position in Intel Co. (NASDAQ:INTC)

Gradient Capital Advisors LLC increased its stake in Intel Co. (NASDAQ:INTC) by 4.0% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 11,164 shares of the chip... 
Comprehensive Portfolio Management LLC Boosts Stock Position in Facebook, Inc. (NASDAQ:FB)

Comprehensive Portfolio Management LLC Boosts Stock Position in Facebook, Inc. (NASDAQ:FB)

Comprehensive Portfolio Management LLC grew its stake in Facebook, Inc. (NASDAQ:FB) by 26.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... 
Canton Hathaway LLC Invests $148,000 in Biogen Inc (NASDAQ:BIIB)

Canton Hathaway LLC Invests $148,000 in Biogen Inc (NASDAQ:BIIB)

Canton Hathaway LLC acquired a new stake in shares of Biogen Inc (NASDAQ:BIIB) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 500 shares of the biotechnology company’s... 
Antofagasta (LON:ANTO) PT Raised to GBX 840

Antofagasta (LON:ANTO) PT Raised to GBX 840

Antofagasta (LON:ANTO) had its price target lifted by Deutsche Bank from GBX 820 ($10.79) to GBX 840 ($11.05) in a research note published on Thursday, January 9th, Stock Target Advisor reports. The firm currently has a sell rating... 
Majestic Wine’s (LON:WINE) Under Review Rating Reaffirmed at Liberum Capital

Majestic Wine’s (LON:WINE) Under Review Rating Reaffirmed at Liberum Capital

Majestic Wine (LON:WINE)‘s stock had its “under review” rating restated by stock analysts at Liberum Capital in a research note issued on Thursday, January 9th, Stock Target Advisor reports. Separately, Peel Hunt... 
Eaton Vance Corp to Issue Quarterly Dividend of $0.38 (NYSE:EV)

Eaton Vance Corp to Issue Quarterly Dividend of $0.38 (NYSE:EV)

Eaton Vance Corp (NYSE:EV) announced a quarterly dividend on Friday, January 10th, Wall Street Journal reports. Investors of record on Friday, January 31st will be given a dividend of 0.375 per share by the asset manager on Friday,... 
Clarus Wealth Advisors Raises Stake in Alphabet Inc (NASDAQ:GOOGL)

Clarus Wealth Advisors Raises Stake in Alphabet Inc (NASDAQ:GOOGL)

Clarus Wealth Advisors increased its stake in shares of Alphabet Inc (NASDAQ:GOOGL) by 7.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 410 shares of... 
Reilly Financial Advisors LLC Acquires 1,267 Shares of Northrop Grumman Co. (NYSE:NOC)

Reilly Financial Advisors LLC Acquires 1,267 Shares of Northrop Grumman Co. (NYSE:NOC)

Reilly Financial Advisors LLC lifted its position in Northrop Grumman Co. (NYSE:NOC) by 174.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,995 shares of the aerospace... 
Spirit of America Management Corp NY Has $274,000 Stock Position in American Electric Power Company Inc (NYSE:AEP)

Spirit of America Management Corp NY Has $274,000 Stock Position in American Electric Power Company Inc (NYSE:AEP)

Spirit of America Management Corp NY lowered its position in shares of American Electric Power Company Inc (NYSE:AEP) by 31.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... 
ViaSat, Inc. (NASDAQ:VSAT) Shares Sold by Addison Capital Co

ViaSat, Inc. (NASDAQ:VSAT) Shares Sold by Addison Capital Co

Addison Capital Co cut its position in ViaSat, Inc. (NASDAQ:VSAT) by 8.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,329 shares... 
10x Genomics (NYSE:TXG) Given Consensus Recommendation of “Buy” by Brokerages

10x Genomics (NYSE:TXG) Given Consensus Recommendation of “Buy” by Brokerages

10x Genomics (NYSE:TXG) has been given an average recommendation of “Buy” by the six brokerages that are currently covering the firm, MarketBeat.com reports. One analyst has rated the stock with a hold recommendation... 
Zscaler Inc (NASDAQ:ZS) Receives Consensus Rating of “Hold” from Brokerages

Zscaler Inc (NASDAQ:ZS) Receives Consensus Rating of “Hold” from Brokerages

Shares of Zscaler Inc (NASDAQ:ZS) have been given an average recommendation of “Hold” by the twenty-one analysts that are covering the firm, Marketbeat.com reports. Three analysts have rated the stock with a sell recommendation,... 
Brokerages Set Sorrento Therapeutics Inc (NASDAQ:SRNE) PT at $21.00

Brokerages Set Sorrento Therapeutics Inc (NASDAQ:SRNE) PT at $21.00

Shares of Sorrento Therapeutics Inc (NASDAQ:SRNE) have received an average recommendation of “Hold” from the six research firms that are presently covering the firm, MarketBeat.com reports. One analyst has rated the stock... 
Brokerages Set GeoPark Ltd (NYSE:GPRK) Price Target at $24.00

Brokerages Set GeoPark Ltd (NYSE:GPRK) Price Target at $24.00

GeoPark Ltd (NYSE:GPRK) has been assigned an average rating of “Hold” from the six research firms that are covering the company, MarketBeat reports. One research analyst has rated the stock with a sell rating, three have... 
American National Bank Sells 1,000 Shares of Goldman Sachs TreasuryAccess 0-1 Year ETF (NYSEARCA:GBIL)

American National Bank Sells 1,000 Shares of Goldman Sachs TreasuryAccess 0-1 Year ETF (NYSEARCA:GBIL)

American National Bank cut its stake in Goldman Sachs TreasuryAccess 0-1 Year ETF (NYSEARCA:GBIL) by 50.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... 
American National Bank Decreases Holdings in C.H. Robinson Worldwide Inc (NASDAQ:CHRW)

American National Bank Decreases Holdings in C.H. Robinson Worldwide Inc (NASDAQ:CHRW)

American National Bank decreased its position in C.H. Robinson Worldwide Inc (NASDAQ:CHRW) by 9.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... 
American National Bank Sells 580 Shares of Yum! Brands, Inc. (NYSE:YUM)

American National Bank Sells 580 Shares of Yum! Brands, Inc. (NYSE:YUM)

American National Bank lowered its position in Yum! Brands, Inc. (NYSE:YUM) by 8.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,499 shares of the... 
Tealwood Asset Management Inc. Boosts Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

Tealwood Asset Management Inc. Boosts Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

Tealwood Asset Management Inc. boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... 
City Holding Co. Raises Stock Position in Dollar General Corp. (NYSE:DG)

City Holding Co. Raises Stock Position in Dollar General Corp. (NYSE:DG)

City Holding Co. raised its position in shares of Dollar General Corp. (NYSE:DG) by 3.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... 
City Holding Co. Sells 200 Shares of Illinois Tool Works Inc. (NYSE:ITW)

City Holding Co. Sells 200 Shares of Illinois Tool Works Inc. (NYSE:ITW)

City Holding Co. trimmed its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW) by 1.6% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 11,932 shares of the industrial products company’s... 
OLD National Bancorp IN Sells 9,131 Shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY)

OLD National Bancorp IN Sells 9,131 Shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY)

OLD National Bancorp IN lowered its stake in shares of SPDR S&P 500 ETF Trust (NYSEARCA:SPY) by 12.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... 
Hanson & Doremus Investment Management Has $310,000 Stock Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Hanson & Doremus Investment Management Has $310,000 Stock Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Hanson & Doremus Investment Management grew its holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 15.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... 
Progressive Corp (NYSE:PGR) Shares Bought by Coastline Trust Co

Progressive Corp (NYSE:PGR) Shares Bought by Coastline Trust Co

Coastline Trust Co boosted its stake in shares of Progressive Corp (NYSE:PGR) by 1.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,370 shares of the... 
Chesley Taft & Associates LLC Has $31.54 Million Holdings in Johnson & Johnson (NYSE:JNJ)

Chesley Taft & Associates LLC Has $31.54 Million Holdings in Johnson & Johnson (NYSE:JNJ)

Chesley Taft & Associates LLC boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 8.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... 
Infineon Technologies AG (OTCMKTS:IFNNY) Given Average Recommendation of “Hold” by Analysts

Infineon Technologies AG (OTCMKTS:IFNNY) Given Average Recommendation of “Hold” by Analysts

Infineon Technologies AG (OTCMKTS:IFNNY) has received an average rating of “Hold” from the seven brokerages that are currently covering the firm, MarketBeat Ratings reports. One research analyst has rated the stock with... 
Forte Capital LLC ADV Buys 3,357 Shares of Six Flags Entertainment Corp (NYSE:SIX)

Forte Capital LLC ADV Buys 3,357 Shares of Six Flags Entertainment Corp (NYSE:SIX)

Forte Capital LLC ADV boosted its holdings in shares of Six Flags Entertainment Corp (NYSE:SIX) by 19.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... 
Edwards Lifesciences Corp (NYSE:EW) VP Sells $1,970,468.64 in Stock

Edwards Lifesciences Corp (NYSE:EW) VP Sells $1,970,468.64 in Stock

Edwards Lifesciences Corp (NYSE:EW) VP Larry L. Wood sold 8,568 shares of the business’s stock in a transaction that occurred on Thursday, January 2nd. The shares were sold at an average price of $229.98, for a total value of... 
Hostess Brands Inc (NASDAQ:TWNK) Insider Sells $1,301,538.72 in Stock

Hostess Brands Inc (NASDAQ:TWNK) Insider Sells $1,301,538.72 in Stock

Hostess Brands Inc (NASDAQ:TWNK) insider Hostess Cdm Co-Invest, Llc sold 91,272 shares of Hostess Brands stock in a transaction that occurred on Thursday, January 2nd. The stock was sold at an average price of $14.26, for a total value... 
Natera Inc (NASDAQ:NTRA) CFO Michael Burkes Brophy Sells 625 Shares

Natera Inc (NASDAQ:NTRA) CFO Michael Burkes Brophy Sells 625 Shares

Natera Inc (NASDAQ:NTRA) CFO Michael Burkes Brophy sold 625 shares of Natera stock in a transaction that occurred on Thursday, January 2nd. The stock was sold at an average price of $33.86, for a total value of $21,162.50. Following... 
Norwegian Cruise Line (NASDAQ:NCLH) Downgraded by BidaskClub to “Hold”

Norwegian Cruise Line (NASDAQ:NCLH) Downgraded by BidaskClub to “Hold”

Norwegian Cruise Line (NASDAQ:NCLH) was downgraded by research analysts at BidaskClub from a “buy” rating to a “hold” rating in a research report issued on Tuesday, January 7th, BidAskClub reports. Other research... 
Trinity Legacy Partners LLC Has $11.70 Million Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Trinity Legacy Partners LLC Has $11.70 Million Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Trinity Legacy Partners LLC trimmed its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM) by 4.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 193,615 shares... 
Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) is Clarus Wealth Advisors’ 6th Largest Position

Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) is Clarus Wealth Advisors’ 6th Largest Position

Clarus Wealth Advisors grew its holdings in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) by 17.0% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... 
Linde PLC (NYSE:LIN) Shares Acquired by Clarus Wealth Advisors

Linde PLC (NYSE:LIN) Shares Acquired by Clarus Wealth Advisors

Clarus Wealth Advisors grew its holdings in Linde PLC (NYSE:LIN) by 53.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,273 shares of... 
W W Grainger Inc (NYSE:GWW) Shares Acquired by Clarus Wealth Advisors

W W Grainger Inc (NYSE:GWW) Shares Acquired by Clarus Wealth Advisors

Clarus Wealth Advisors boosted its stake in shares of W W Grainger Inc (NYSE:GWW) by 8.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,339 shares of the industrial products... 
Consolidated Edison (NYSE:ED) Rating Lowered to Sell at Guggenheim

Consolidated Edison (NYSE:ED) Rating Lowered to Sell at Guggenheim

Guggenheim downgraded shares of Consolidated Edison (NYSE:ED) from a neutral rating to a sell rating in a research note issued to investors on Tuesday, January 7th, BenzingaRatingsTable reports. A number of other brokerages have also... 
LFA Lugano Financial Advisors SA Makes New $331,000 Investment in iShares Floating Rate Bond ETF (BATS:FLOT)

LFA Lugano Financial Advisors SA Makes New $331,000 Investment in iShares Floating Rate Bond ETF (BATS:FLOT)

LFA Lugano Financial Advisors SA purchased a new stake in shares of iShares Floating Rate Bond ETF (BATS:FLOT) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... 
Genesis Energy (NYSE:GEL) Downgraded by Wells Fargo & Co to Underweight

Genesis Energy (NYSE:GEL) Downgraded by Wells Fargo & Co to Underweight

Wells Fargo & Co downgraded shares of Genesis Energy (NYSE:GEL) from an equal weight rating to an underweight rating in a research note issued to investors on Tuesday, January 7th, BenzingaRatingsTable reports. They currently... 
Curbstone Financial Management Corp Lowers Holdings in Procter & Gamble Co (NYSE:PG)

Curbstone Financial Management Corp Lowers Holdings in Procter & Gamble Co (NYSE:PG)

Curbstone Financial Management Corp cut its holdings in shares of Procter & Gamble Co (NYSE:PG) by 0.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
Cerebellum GP LLC Increases Stake in ServiceNow Inc (NYSE:NOW)

Cerebellum GP LLC Increases Stake in ServiceNow Inc (NYSE:NOW)

Cerebellum GP LLC lifted its stake in shares of ServiceNow Inc (NYSE:NOW) by 18.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,979... 
Allworth Financial LP Buys 698 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Allworth Financial LP Buys 698 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Allworth Financial LP boosted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 68.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... 
FormulaFolio Investments LLC Raises Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

FormulaFolio Investments LLC Raises Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

FormulaFolio Investments LLC boosted its stake in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 34.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... 
Ingalls & Snyder LLC Sells 310 Shares of Lennar Co. (NYSE:LEN)

Ingalls & Snyder LLC Sells 310 Shares of Lennar Co. (NYSE:LEN)

Ingalls & Snyder LLC cut its stake in Lennar Co. (NYSE:LEN) by 4.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,421 shares... 
Cullinan Associates Inc. Cuts Stake in Procter & Gamble Co (NYSE:PG)

Cullinan Associates Inc. Cuts Stake in Procter & Gamble Co (NYSE:PG)

Cullinan Associates Inc. reduced its stake in shares of Procter & Gamble Co (NYSE:PG) by 2.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... 
Independent Investors Inc. Has $105.58 Million Position in Apple Inc. (NASDAQ:AAPL)

Independent Investors Inc. Has $105.58 Million Position in Apple Inc. (NASDAQ:AAPL)

Independent Investors Inc. decreased its position in shares of Apple Inc. (NASDAQ:AAPL) by 0.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 359,535 shares of the iPhone maker’s... 
Apple Inc. (NASDAQ:AAPL) is Gillespie Robinson & Grimm Inc.’s Largest Position

Apple Inc. (NASDAQ:AAPL) is Gillespie Robinson & Grimm Inc.’s Largest Position

Gillespie Robinson & Grimm Inc. reduced its stake in shares of Apple Inc. (NASDAQ:AAPL) by 6.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 166,245... 
Calamos Advisors LLC Trims Holdings in HCA Healthcare Inc (NYSE:HCA)

Calamos Advisors LLC Trims Holdings in HCA Healthcare Inc (NYSE:HCA)

Calamos Advisors LLC cut its stake in HCA Healthcare Inc (NYSE:HCA) by 1.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 52,635 shares of the company’s... 
FormulaFolio Investments LLC Sells 13 Shares of Alphabet Inc (NASDAQ:GOOG)

FormulaFolio Investments LLC Sells 13 Shares of Alphabet Inc (NASDAQ:GOOG)

FormulaFolio Investments LLC trimmed its position in shares of Alphabet Inc (NASDAQ:GOOG) by 2.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 433... 
Tocqueville Asset Management L.P. Has $2.23 Million Stake in Twilio Inc (NYSE:TWLO)

Tocqueville Asset Management L.P. Has $2.23 Million Stake in Twilio Inc (NYSE:TWLO)

Tocqueville Asset Management L.P. lowered its position in Twilio Inc (NYSE:TWLO) by 56.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,660 shares...