Home » Author Archive

AE Wealth Management LLC Buys 3,906 Shares of Eli Lilly And Co (NYSE:LLY)

AE Wealth Management LLC Buys 3,906 Shares of Eli Lilly And Co (NYSE:LLY)

Posted by on Jan 18th, 2020

AE Wealth Management LLC raised its stake in Eli Lilly And Co (NYSE:LLY) by 26.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 18,626 shares of the company’s... 
UnitedHealth Group (NYSE:UNH) Issues FY20 Earnings Guidance

UnitedHealth Group (NYSE:UNH) Issues FY20 Earnings Guidance

Posted by on Jan 18th, 2020

UnitedHealth Group (NYSE:UNH) updated its FY20 earnings guidance on Wednesday. The company provided EPS guidance of $16.25-16.55 for the period, compared to the Thomson Reuters consensus EPS estimate of $16.45. UnitedHealth Group also... 
Amazon.com, Inc. (NASDAQ:AMZN) Shares Purchased by Wedbush Securities Inc.

Amazon.com, Inc. (NASDAQ:AMZN) Shares Purchased by Wedbush Securities Inc.

Posted by on Jan 18th, 2020

Wedbush Securities Inc. boosted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 2.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,087 shares... 
402 Shares in Ingersoll-Rand PLC (NYSE:IR) Acquired by Gradient Investments LLC

402 Shares in Ingersoll-Rand PLC (NYSE:IR) Acquired by Gradient Investments LLC

Posted by on Jan 18th, 2020

Gradient Investments LLC bought a new position in shares of Ingersoll-Rand PLC (NYSE:IR) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought... 
Reilly Financial Advisors LLC Has $72,000 Position in Activision Blizzard, Inc. (NASDAQ:ATVI)

Reilly Financial Advisors LLC Has $72,000 Position in Activision Blizzard, Inc. (NASDAQ:ATVI)

Posted by on Jan 18th, 2020

Reilly Financial Advisors LLC lessened its position in Activision Blizzard, Inc. (NASDAQ:ATVI) by 33.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... 
Vanguard S&P 500 ETF (NYSEARCA:VOO) Holdings Lifted by Gradient Investments LLC

Vanguard S&P 500 ETF (NYSEARCA:VOO) Holdings Lifted by Gradient Investments LLC

Posted by on Jan 18th, 2020

Gradient Investments LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1,350.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... 
Birch Hill Investment Advisors LLC Buys 15,605 Shares of CVS Health Corp (NYSE:CVS)

Birch Hill Investment Advisors LLC Buys 15,605 Shares of CVS Health Corp (NYSE:CVS)

Posted by on Jan 18th, 2020

Birch Hill Investment Advisors LLC lifted its stake in shares of CVS Health Corp (NYSE:CVS) by 2.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 594,520... 
salesforce.com (NYSE:CRM) PT Raised to $215.00 at Wells Fargo & Co

salesforce.com (NYSE:CRM) PT Raised to $215.00 at Wells Fargo & Co

Posted by on Jan 18th, 2020

salesforce.com (NYSE:CRM) had its target price hoisted by equities research analysts at Wells Fargo & Co from $185.00 to $215.00 in a report issued on Thursday, The Fly reports. The firm currently has an “overweight”... 
Citigroup (NYSE:C) & Akbank T.A.S. (NYSE:AKBTY) Critical Review

Citigroup (NYSE:C) & Akbank T.A.S. (NYSE:AKBTY) Critical Review

Posted by on Jan 18th, 2020

Akbank T.A.S. (OTCMKTS:AKBTY) and Citigroup (NYSE:C) are both finance companies, but which is the better stock? We will contrast the two companies based on the strength of their risk, dividends, valuation, institutional ownership,... 
Creative Financial Designs Inc. ADV Buys 571 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Creative Financial Designs Inc. ADV Buys 571 Shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Posted by on Jan 18th, 2020

Creative Financial Designs Inc. ADV increased its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM) by 4.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor... 
Northstar Asset Management LLC Sells 995 Shares of Johnson & Johnson (NYSE:JNJ)

Northstar Asset Management LLC Sells 995 Shares of Johnson & Johnson (NYSE:JNJ)

Posted by on Jan 18th, 2020

Northstar Asset Management LLC reduced its position in shares of Johnson & Johnson (NYSE:JNJ) by 2.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 38,664 shares... 
Wedbush Securities Inc. Acquires 6,344 Shares of Delta Air Lines, Inc. (NYSE:DAL)

Wedbush Securities Inc. Acquires 6,344 Shares of Delta Air Lines, Inc. (NYSE:DAL)

Posted by on Jan 18th, 2020

Wedbush Securities Inc. raised its holdings in shares of Delta Air Lines, Inc. (NYSE:DAL) by 50.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,897... 
IMS Capital Management Trims Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

IMS Capital Management Trims Stock Holdings in Microsoft Co. (NASDAQ:MSFT)

Posted by on Jan 18th, 2020

IMS Capital Management lowered its position in shares of Microsoft Co. (NASDAQ:MSFT) by 5.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 20,396 shares... 
Johnson & Johnson (NYSE:JNJ) is Reilly Financial Advisors LLC’s 8th Largest Position

Johnson & Johnson (NYSE:JNJ) is Reilly Financial Advisors LLC’s 8th Largest Position

Posted by on Jan 18th, 2020

Reilly Financial Advisors LLC grew its stake in Johnson & Johnson (NYSE:JNJ) by 3.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 110,257... 
Lineweaver Wealth Advisors LLC Takes $787,000 Position in Microsoft Co. (NASDAQ:MSFT)

Lineweaver Wealth Advisors LLC Takes $787,000 Position in Microsoft Co. (NASDAQ:MSFT)

Posted by on Jan 18th, 2020

Lineweaver Wealth Advisors LLC bought a new stake in Microsoft Co. (NASDAQ:MSFT) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought... 
Kidder Stephen W Sells 2,358 Shares of Apple Inc. (NASDAQ:AAPL)

Kidder Stephen W Sells 2,358 Shares of Apple Inc. (NASDAQ:AAPL)

Posted by on Jan 18th, 2020

Kidder Stephen W lowered its position in Apple Inc. (NASDAQ:AAPL) by 3.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... 
Livingston Group Asset Management CO operating as Southport Capital Management Reduces Stock Position in Microsoft Co. (NASDAQ:MSFT)

Livingston Group Asset Management CO operating as Southport Capital Management Reduces Stock Position in Microsoft Co. (NASDAQ:MSFT)

Posted by on Jan 18th, 2020

Livingston Group Asset Management CO operating as Southport Capital Management cut its holdings in Microsoft Co. (NASDAQ:MSFT) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the... 
Gradient Capital Advisors LLC Sells 484 Shares of Johnson & Johnson (NYSE:JNJ)

Gradient Capital Advisors LLC Sells 484 Shares of Johnson & Johnson (NYSE:JNJ)

Posted by on Jan 18th, 2020

Gradient Capital Advisors LLC decreased its position in shares of Johnson & Johnson (NYSE:JNJ) by 7.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... 
IFM Investors Pty Ltd Sells 208 Shares of C.H. Robinson Worldwide Inc (NASDAQ:CHRW)

IFM Investors Pty Ltd Sells 208 Shares of C.H. Robinson Worldwide Inc (NASDAQ:CHRW)

Posted by on Jan 18th, 2020

IFM Investors Pty Ltd decreased its holdings in shares of C.H. Robinson Worldwide Inc (NASDAQ:CHRW) by 1.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... 
Howard Capital Management Sells 3,230 Shares of Exxon Mobil Co. (NYSE:XOM)

Howard Capital Management Sells 3,230 Shares of Exxon Mobil Co. (NYSE:XOM)

Posted by on Jan 18th, 2020

Howard Capital Management lessened its stake in Exxon Mobil Co. (NYSE:XOM) by 4.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 75,862 shares... 
Wedge Capital Management L L P NC Buys 162,590 Shares of Apple Inc. (NASDAQ:AAPL)

Wedge Capital Management L L P NC Buys 162,590 Shares of Apple Inc. (NASDAQ:AAPL)

Posted by on Jan 18th, 2020

Wedge Capital Management L L P NC grew its stake in shares of Apple Inc. (NASDAQ:AAPL) by 1,855.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 171,354... 
Sciencast Management LP Purchases 2,974 Shares of Motorola Solutions Inc (NYSE:MSI)

Sciencast Management LP Purchases 2,974 Shares of Motorola Solutions Inc (NYSE:MSI)

Posted by on Jan 18th, 2020

Sciencast Management LP increased its position in shares of Motorola Solutions Inc (NYSE:MSI) by 220.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... 
Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Sold by We Are One Seven LLC

Vanguard Information Technology ETF (NYSEARCA:VGT) Shares Sold by We Are One Seven LLC

Posted by on Jan 18th, 2020

We Are One Seven LLC trimmed its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT) by 10.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... 
OLD National Bancorp IN Sells 1,360 Shares of Gentex Co. (NASDAQ:GNTX)

OLD National Bancorp IN Sells 1,360 Shares of Gentex Co. (NASDAQ:GNTX)

Posted by on Jan 18th, 2020

OLD National Bancorp IN lessened its holdings in Gentex Co. (NASDAQ:GNTX) by 3.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 36,730 shares of the auto parts company’s... 
OLD National Bancorp IN Purchases 666 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

OLD National Bancorp IN Purchases 666 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

Posted by on Jan 18th, 2020

OLD National Bancorp IN lifted its position in Gilead Sciences, Inc. (NASDAQ:GILD) by 3.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 20,166 shares of... 
Clean Yield Group Reduces Stock Holdings in Novo Nordisk A/S (NYSE:NVO)

Clean Yield Group Reduces Stock Holdings in Novo Nordisk A/S (NYSE:NVO)

Posted by on Jan 18th, 2020

Clean Yield Group lowered its position in Novo Nordisk A/S (NYSE:NVO) by 2.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... 
Tributary Capital Management LLC Sells 200 Shares of EOG Resources Inc (NYSE:EOG)

Tributary Capital Management LLC Sells 200 Shares of EOG Resources Inc (NYSE:EOG)

Posted by on Jan 18th, 2020

Tributary Capital Management LLC lessened its holdings in EOG Resources Inc (NYSE:EOG) by 4.7% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,020 shares... 
Tributary Capital Management LLC Has $424,000 Holdings in Biogen Inc (NASDAQ:BIIB)

Tributary Capital Management LLC Has $424,000 Holdings in Biogen Inc (NASDAQ:BIIB)

Posted by on Jan 18th, 2020

Tributary Capital Management LLC lessened its holdings in Biogen Inc (NASDAQ:BIIB) by 3.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,430... 
FY2020 Earnings Estimate for Walt Disney Co (NYSE:DIS) Issued By Imperial Capital

FY2020 Earnings Estimate for Walt Disney Co (NYSE:DIS) Issued By Imperial Capital

Posted by on Jan 18th, 2020

Walt Disney Co (NYSE:DIS) – Investment analysts at Imperial Capital decreased their FY2020 earnings estimates for Walt Disney in a report issued on Wednesday, January 15th. Imperial Capital analyst D. Miller now expects that... 
Amgen, Inc. (NASDAQ:AMGN) Stock Holdings Trimmed by Bridgeworth LLC

Amgen, Inc. (NASDAQ:AMGN) Stock Holdings Trimmed by Bridgeworth LLC

Posted by on Jan 18th, 2020

Bridgeworth LLC lowered its holdings in shares of Amgen, Inc. (NASDAQ:AMGN) by 13.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned... 
Garner Asset Management Corp Decreases Stock Holdings in Southern Co (NYSE:SO)

Garner Asset Management Corp Decreases Stock Holdings in Southern Co (NYSE:SO)

Posted by on Jan 18th, 2020

Garner Asset Management Corp trimmed its holdings in Southern Co (NYSE:SO) by 2.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned... 
Amgen, Inc. (NASDAQ:AMGN) Stock Holdings Boosted by Alpha Cubed Investments LLC

Amgen, Inc. (NASDAQ:AMGN) Stock Holdings Boosted by Alpha Cubed Investments LLC

Posted by on Jan 18th, 2020

Alpha Cubed Investments LLC increased its stake in shares of Amgen, Inc. (NASDAQ:AMGN) by 3.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund... 
Garner Asset Management Corp Lowers Holdings in Bank of America Corp (NYSE:BAC)

Garner Asset Management Corp Lowers Holdings in Bank of America Corp (NYSE:BAC)

Posted by on Jan 18th, 2020

Garner Asset Management Corp decreased its position in Bank of America Corp (NYSE:BAC) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 41,636 shares of the financial services... 
First National Bank of Omaha Has $7.47 Million Stock Position in Amgen, Inc. (NASDAQ:AMGN)

First National Bank of Omaha Has $7.47 Million Stock Position in Amgen, Inc. (NASDAQ:AMGN)

Posted by on Jan 18th, 2020

First National Bank of Omaha raised its stake in Amgen, Inc. (NASDAQ:AMGN) by 14.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... 
First National Bank of Omaha Has $1.84 Million Stock Position in Emerson Electric Co. (NYSE:EMR)

First National Bank of Omaha Has $1.84 Million Stock Position in Emerson Electric Co. (NYSE:EMR)

Posted by on Jan 18th, 2020

First National Bank of Omaha lowered its stake in shares of Emerson Electric Co. (NYSE:EMR) by 3.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 24,160... 
Bridgeworth LLC Cuts Stake in Vanguard Growth ETF (NYSEARCA:VUG)

Bridgeworth LLC Cuts Stake in Vanguard Growth ETF (NYSEARCA:VUG)

Posted by on Jan 18th, 2020

Bridgeworth LLC cut its stake in Vanguard Growth ETF (NYSEARCA:VUG) by 11.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,434 shares of the... 
Birch Hill Investment Advisors LLC Purchases 42,305 Shares of United Parcel Service, Inc. (NYSE:UPS)

Birch Hill Investment Advisors LLC Purchases 42,305 Shares of United Parcel Service, Inc. (NYSE:UPS)

Posted by on Jan 18th, 2020

Birch Hill Investment Advisors LLC raised its position in shares of United Parcel Service, Inc. (NYSE:UPS) by 21.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... 
91,987 Shares in iShares TIPS Bond ETF (NYSEARCA:TIP) Bought by Alpha Cubed Investments LLC

91,987 Shares in iShares TIPS Bond ETF (NYSEARCA:TIP) Bought by Alpha Cubed Investments LLC

Posted by on Jan 18th, 2020

Alpha Cubed Investments LLC acquired a new stake in iShares TIPS Bond ETF (NYSEARCA:TIP) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor ... 
Gould Asset Management LLC CA Has $5.92 Million Holdings in Vanguard Extended Market ETF (NYSEARCA:VXF)

Gould Asset Management LLC CA Has $5.92 Million Holdings in Vanguard Extended Market ETF (NYSEARCA:VXF)

Posted by on Jan 18th, 2020

Gould Asset Management LLC CA increased its position in Vanguard Extended Market ETF (NYSEARCA:VXF) by 1.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... 
Bridgeworth LLC Lowers Holdings in General Motors (NYSE:GM)

Bridgeworth LLC Lowers Holdings in General Motors (NYSE:GM)

Posted by on Jan 18th, 2020

Bridgeworth LLC cut its position in General Motors (NYSE:GM) (TSE:GMM.U) by 16.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned... 
GFS Advisors LLC Raises Stake in Kraft Heinz Co (NASDAQ:KHC)

GFS Advisors LLC Raises Stake in Kraft Heinz Co (NASDAQ:KHC)

Posted by on Jan 18th, 2020

GFS Advisors LLC increased its stake in shares of Kraft Heinz Co (NASDAQ:KHC) by 9.2% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 253,948 shares of the company’s... 
Everbridge (NASDAQ:EVBG) Stock Rating Upgraded by BidaskClub

Everbridge (NASDAQ:EVBG) Stock Rating Upgraded by BidaskClub

Posted by on Jan 18th, 2020

Everbridge (NASDAQ:EVBG) was upgraded by equities researchers at BidaskClub from a “hold” rating to a “buy” rating in a research report issued to clients and investors on Thursday, BidAskClub reports. Several... 
Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) Position Lowered by We Are One Seven LLC

Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) Position Lowered by We Are One Seven LLC

Posted by on Jan 18th, 2020

We Are One Seven LLC decreased its holdings in shares of Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) by 6.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
OLD National Bancorp IN Sells 855 Shares of Walt Disney Co (NYSE:DIS)

OLD National Bancorp IN Sells 855 Shares of Walt Disney Co (NYSE:DIS)

Posted by on Jan 18th, 2020

OLD National Bancorp IN decreased its position in shares of Walt Disney Co (NYSE:DIS) by 12.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... 
We Are One Seven LLC Has $466,000 Holdings in HD Supply Holdings Inc (NASDAQ:HDS)

We Are One Seven LLC Has $466,000 Holdings in HD Supply Holdings Inc (NASDAQ:HDS)

Posted by on Jan 18th, 2020

We Are One Seven LLC reduced its stake in shares of HD Supply Holdings Inc (NASDAQ:HDS) by 9.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... 
OLD National Bancorp IN Sells 465 Shares of Axalta Coating Systems Ltd (NYSE:AXTA)

OLD National Bancorp IN Sells 465 Shares of Axalta Coating Systems Ltd (NYSE:AXTA)

Posted by on Jan 18th, 2020

OLD National Bancorp IN lessened its holdings in Axalta Coating Systems Ltd (NYSE:AXTA) by 1.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... 
OLD National Bancorp IN Increases Stake in VanEck Vectors Intermediate Municipal ETF (NYSEARCA:ITM)

OLD National Bancorp IN Increases Stake in VanEck Vectors Intermediate Municipal ETF (NYSEARCA:ITM)

Posted by on Jan 18th, 2020

OLD National Bancorp IN increased its position in shares of VanEck Vectors Intermediate Municipal ETF (NYSEARCA:ITM) by 23.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... 
AstraZeneca plc (NYSE:AZN) Shares Bought by We Are One Seven LLC

AstraZeneca plc (NYSE:AZN) Shares Bought by We Are One Seven LLC

Posted by on Jan 18th, 2020

We Are One Seven LLC lifted its holdings in AstraZeneca plc (NYSE:AZN) by 85.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,523 shares of the... 
OLD National Bancorp IN Sells 205 Shares of SPDR Gold Shares (NYSEARCA:GLD)

OLD National Bancorp IN Sells 205 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Posted by on Jan 18th, 2020

OLD National Bancorp IN lessened its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD) by 3.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... 
8,124 Shares in Novo Nordisk A/S (NYSE:NVO) Purchased by We Are One Seven LLC

8,124 Shares in Novo Nordisk A/S (NYSE:NVO) Purchased by We Are One Seven LLC

Posted by on Jan 18th, 2020

We Are One Seven LLC acquired a new position in shares of Novo Nordisk A/S (NYSE:NVO) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... 
Next »