Home » Author Archive


Infrastructure Capital Advisors LLC Lowers Stock Holdings in Holly Energy Partners, L.P. (NYSE:HEP)
Infrastructure Capital Advisors LLC lessened its holdings in Holly Energy Partners, L.P. (NYSE:HEP – Get Rating) by 29.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 434,159 shares of the pipeline... More of this article »
Roundview Capital LLC Sells 6,080 Shares of SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (NYSEARCA:BIL)
Roundview Capital LLC cut its holdings in shares of SPDR Bloomberg Barclays 1-3 Month T-Bill ETF (NYSEARCA:BIL – Get Rating) by 7.6% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Roundview Capital LLC Has $4.85 Million Stock Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)
Roundview Capital LLC grew its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 8.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Stock Position Decreased by Edgar Lomax Co. VA
Edgar Lomax Co. VA lowered its holdings in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 0.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Steward Financial Group LLC Makes New $41,000 Investment in PayPal Holdings, Inc. (NASDAQ:PYPL)
Steward Financial Group LLC bought a new stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) in the 4th quarter, Holdings Channel reports. The institutional investor bought 577 shares of the credit services... More of this article »
iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT) Shares Sold by Northeast Financial Consultants Inc
Northeast Financial Consultants Inc reduced its holdings in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Get Rating) by 33.4% during the 4th quarter, Holdings Channel reports. The fund owned 151,832 shares of the company’s... More of this article »
PacWest Bancorp (NASDAQ:PACW) Shares Sold by Cardinal Capital Management LLC CT
Cardinal Capital Management LLC CT trimmed its holdings in PacWest Bancorp (NASDAQ:PACW – Get Rating) by 3.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Northeast Financial Consultants Inc Purchases 2,609 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)
Northeast Financial Consultants Inc raised its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Get Rating) by 9.1% in the fourth quarter, Holdings Channel reports. The fund owned 31,385 shares of the investment... More of this article »
Raub Brock Capital Management LP Trims Stock Position in Zoetis Inc. (NYSE:ZTS)
Raub Brock Capital Management LP lowered its stake in shares of Zoetis Inc. (NYSE:ZTS – Get Rating) by 7.8% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 111,968 shares of the company’s... More of this article »
Accenture plc (NYSE:ACN) Shares Sold by Raub Brock Capital Management LP
Raub Brock Capital Management LP cut its holdings in Accenture plc (NYSE:ACN – Get Rating) by 8.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 70,549 shares of the information technology... More of this article »
Oxler Private Wealth LLC Has $696,000 Stock Position in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ)
Oxler Private Wealth LLC lowered its stake in Invesco FTSE RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Get Rating) by 2.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
36,453 Shares in iShares Short Treasury Bond ETF (NASDAQ:SHV) Acquired by Core Wealth Partners LLC
Core Wealth Partners LLC bought a new position in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Nikko Asset Management Americas Inc. Sells 111,795 Shares of Iovance Biotherapeutics, Inc. (NASDAQ:IOVA)
Nikko Asset Management Americas Inc. decreased its holdings in shares of Iovance Biotherapeutics, Inc. (NASDAQ:IOVA – Get Rating) by 4.1% in the fourth quarter, HoldingsChannel reports. The fund owned 2,587,618 shares of the... More of this article »
Core Wealth Partners LLC Invests $895,000 in McDonald’s Co. (NYSE:MCD)
Core Wealth Partners LLC purchased a new position in shares of McDonald’s Co. (NYSE:MCD – Get Rating) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Core Wealth Partners LLC Takes $511,000 Position in International Business Machines Co. (NYSE:IBM)
Core Wealth Partners LLC bought a new stake in International Business Machines Co. (NYSE:IBM – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Gabelli Funds LLC Sells 12,200 Shares of ConocoPhillips (NYSE:COP)
Gabelli Funds LLC trimmed its holdings in shares of ConocoPhillips (NYSE:COP – Get Rating) by 2.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
ASML Holding (NASDAQ:ASML) Shares Sold by Polen Capital Management LLC
Polen Capital Management LLC lessened its holdings in shares of ASML Holding (NASDAQ:ASML – Get Rating) by 10.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 68,745 shares of the semiconductor company’s... More of this article »
Comfort Systems USA (NYSE:FIX) Hits New 52-Week High at $157.47
Comfort Systems USA, Inc. (NYSE:FIX – Get Rating) hit a new 52-week high on Tuesday . The company traded as high as $157.47 and last traded at $156.71, with a volume of 87750 shares changing hands. The stock had previously closed... More of this article »Tanger Factory Outlet Centers (NYSE:SKT) Reaches New 12-Month High at $21.27
Shares of Tanger Factory Outlet Centers, Inc. (NYSE:SKT – Get Rating) hit a new 52-week high on Tuesday . The stock traded as high as $21.27 and last traded at $21.23, with a volume of 90787 shares. The stock had previously closed... More of this article »
PulteGroup (NYSE:PHM) Reaches New 12-Month High at $71.60
Shares of PulteGroup, Inc. (NYSE:PHM – Get Rating) reached a new 52-week high during mid-day trading on Tuesday . The company traded as high as $71.60 and last traded at $71.58, with a volume of 944488 shares changing hands.... More of this article »
Baird Financial Group Inc. Acquires 257,875 Shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB)
Baird Financial Group Inc. lifted its holdings in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Get Rating) by 8.4% in the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Harfst & Associates Inc. Boosts Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)
Harfst & Associates Inc. grew its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Get Rating) by 2.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional... More of this article »
Gentex Co. (NASDAQ:GNTX) Shares Purchased by Harfst & Associates Inc.
Harfst & Associates Inc. raised its position in Gentex Co. (NASDAQ:GNTX – Get Rating) by 1.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
AB Ultra Short Income ETF (NYSEARCA:YEAR) Shares Acquired by Kingsview Wealth Management LLC
Kingsview Wealth Management LLC increased its holdings in shares of AB Ultra Short Income ETF (NYSEARCA:YEAR – Get Rating) by 1,375.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Thematics Asset Management Makes New $8.11 Million Investment in Nasdaq, Inc. (NASDAQ:NDAQ)
Thematics Asset Management bought a new position in Nasdaq, Inc. (NASDAQ:NDAQ – Get Rating) in the 4th quarter, HoldingsChannel reports. The institutional investor bought 132,178 shares of the financial services provider’s... More of this article »
Bel Fuse (NASDAQ:BELFB) Trading Up 3.3%
Bel Fuse Inc. (NASDAQ:BELFB – Get Rating)’s share price was up 3.3% during trading on Tuesday . The company traded as high as $53.56 and last traded at $53.54. Approximately 14,663 shares changed hands during mid-day trading,... More of this article »
NovoCure (NASDAQ:NVCR) Shares Gap Down to $82.51
NovoCure Limited (NASDAQ:NVCR – Get Rating)’s stock price gapped down prior to trading on Tuesday . The stock had previously closed at $82.51, but opened at $74.65. NovoCure shares last traded at $68.85, with a volume of... More of this article »
Bokf Na Cuts Stake in Target Co. (NYSE:TGT)
Bokf Na cut its holdings in shares of Target Co. (NYSE:TGT – Get Rating) by 6.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 69,697 shares of... More of this article »
Freestone Capital Holdings LLC Has $1.33 Million Position in NXP Semiconductors (NASDAQ:NXPI)
Freestone Capital Holdings LLC boosted its holdings in shares of NXP Semiconductors (NASDAQ:NXPI – Get Rating) by 2.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 8,395 shares of the semiconductor provider’s... More of this article »
Gamco Investors INC. ET AL Has $20.21 Million Stock Position in Perrigo Company plc (NYSE:PRGO)
Gamco Investors INC. ET AL lifted its stake in shares of Perrigo Company plc (NYSE:PRGO – Get Rating) by 30.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Premier Asset Management LLC Makes New $203,000 Investment in Archer-Daniels-Midland Company (NYSE:ADM)
Premier Asset Management LLC bought a new position in shares of Archer-Daniels-Midland Company (NYSE:ADM – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Bokf Na Sells 14,500 Shares of Prudential Financial, Inc. (NYSE:PRU)
Bokf Na decreased its stake in shares of Prudential Financial, Inc. (NYSE:PRU – Get Rating) by 9.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 138,657 shares of... More of this article »
Thematics Asset Management Takes Position in YETI Holdings, Inc. (NYSE:YETI)
Thematics Asset Management acquired a new stake in YETI Holdings, Inc. (NYSE:YETI – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 89,052 shares of the... More of this article »
Thematics Asset Management Takes Position in Omnicell, Inc. (NASDAQ:OMCL)
Thematics Asset Management purchased a new stake in Omnicell, Inc. (NASDAQ:OMCL – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 144,424 shares of the... More of this article »
Spell Token Achieves Market Capitalization of $57.07 Million (SPELL)
Spell Token (SPELL) traded 1.6% lower against the US dollar during the 24-hour period ending at 11:00 AM ET on June 6th. During the last week, Spell Token has traded 9.4% lower against the US dollar. Spell Token has a market capitalization... More of this article »
Cashaa (CAS) Price Reaches $0.0061 on Exchanges
Cashaa (CAS) traded down 1.1% against the US dollar during the 1-day period ending at 11:00 AM ET on June 6th. In the last seven days, Cashaa has traded down 7.5% against the US dollar. One Cashaa token can currently be bought for... More of this article »
Thematics Asset Management Purchases Shares of 61,635 Applied Industrial Technologies, Inc. (NYSE:AIT)
Thematics Asset Management purchased a new position in Applied Industrial Technologies, Inc. (NYSE:AIT – Get Rating) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
Ossiam Sells 45,905 Shares of The Kroger Co. (NYSE:KR)
Ossiam cut its stake in The Kroger Co. (NYSE:KR – Get Rating) by 42.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 62,438 shares of the company’s... More of this article »
TE Connectivity Ltd. (NYSE:TEL) Shares Bought by Bessemer Group Inc.
Bessemer Group Inc. raised its holdings in TE Connectivity Ltd. (NYSE:TEL – Get Rating) by 1.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Thematics Asset Management Takes Position in IDEXX Laboratories, Inc. (NASDAQ:IDXX)
Thematics Asset Management acquired a new stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 7,967 shares of... More of this article »
Thematics Asset Management Makes New Investment in Exact Sciences Co. (NASDAQ:EXAS)
Thematics Asset Management bought a new stake in Exact Sciences Co. (NASDAQ:EXAS – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 47,771... More of this article »
Fabrinet (NYSE:FN) Shares Sold by Panagora Asset Management Inc.
Panagora Asset Management Inc. decreased its stake in Fabrinet (NYSE:FN – Get Rating) by 1.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 199,429 shares... More of this article »
Panagora Asset Management Inc. Reduces Holdings in Owens Corning (NYSE:OC)
Panagora Asset Management Inc. trimmed its holdings in shares of Owens Corning (NYSE:OC – Get Rating) by 40.9% in the fourth quarter, HoldingsChannel reports. The firm owned 331,551 shares of the construction company’s... More of this article »Natixis Investment Managers International Reduces Position in NIKE, Inc. (NYSE:NKE)
Natixis Investment Managers International trimmed its holdings in shares of NIKE, Inc. (NYSE:NKE – Get Rating) by 23.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Masco Co. (NYSE:MAS) Shares Sold by Natixis Investment Managers International
Natixis Investment Managers International reduced its position in shares of Masco Co. (NYSE:MAS – Get Rating) by 27.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 3,146 shares of the construction company’s... More of this article »
Natixis Investment Managers International Decreases Stake in SPS Commerce, Inc. (NASDAQ:SPSC)
Natixis Investment Managers International cut its holdings in SPS Commerce, Inc. (NASDAQ:SPSC – Get Rating) by 30.3% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Panagora Asset Management Inc. Lowers Stock Holdings in Fortinet, Inc. (NASDAQ:FTNT)
Panagora Asset Management Inc. lowered its holdings in Fortinet, Inc. (NASDAQ:FTNT – Get Rating) by 8.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Pool Co. (NASDAQ:POOL) Stock Position Reduced by Natixis Investment Managers International
Natixis Investment Managers International trimmed its stake in shares of Pool Co. (NASDAQ:POOL – Get Rating) by 9.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »