Home » Author Archive

Image for Vanguard Growth ETF (NYSEARCA:VUG) Stake Lowered by Spinnaker Trust

Vanguard Growth ETF (NYSEARCA:VUG) Stake Lowered by Spinnaker Trust

Spinnaker Trust cut its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 20.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Eaton Co. plc (NYSE:ETN) Shares Acquired by Bryn Mawr Capital Management LLC

Eaton Co. plc (NYSE:ETN) Shares Acquired by Bryn Mawr Capital Management LLC

Bryn Mawr Capital Management LLC grew its holdings in Eaton Co. plc (NYSE:ETN – Free Report) by 3.9% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Herold Advisors Inc. Reduces Stock Position in International Business Machines Co. (NYSE:IBM)

Herold Advisors Inc. Reduces Stock Position in International Business Machines Co. (NYSE:IBM)

Herold Advisors Inc. reduced its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 1.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Bryn Mawr Capital Management LLC Increases Stake in Sysco Co. (NYSE:SYY)

Bryn Mawr Capital Management LLC Increases Stake in Sysco Co. (NYSE:SYY)

Bryn Mawr Capital Management LLC increased its holdings in Sysco Co. (NYSE:SYY – Free Report) by 3.7% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 77,367 shares... More of this article »
Image for WD Rutherford LLC Sells 68 Shares of Lam Research Co. (NASDAQ:LRCX)

WD Rutherford LLC Sells 68 Shares of Lam Research Co. (NASDAQ:LRCX)

WD Rutherford LLC reduced its position in Lam Research Co. (NASDAQ:LRCX – Free Report) by 6.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for U.S. Bancorp (NYSE:USB) Shares Sold by Golden State Equity Partners

U.S. Bancorp (NYSE:USB) Shares Sold by Golden State Equity Partners

Golden State Equity Partners decreased its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Golden State Equity Partners Cuts Stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Golden State Equity Partners Cuts Stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Golden State Equity Partners lowered its position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 53.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 9,852... More of this article »
Image for Yoder Wealth Management Inc. Invests $239,000 in Broadcom Inc. (NASDAQ:AVGO)

Yoder Wealth Management Inc. Invests $239,000 in Broadcom Inc. (NASDAQ:AVGO)

Yoder Wealth Management Inc. purchased a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, HoldingsChannel.com reports. The firm purchased 214 shares of the semiconductor manufacturer’s stock,... More of this article »
Image for Truist Financial Corp Reduces Holdings in IQVIA Holdings Inc. (NYSE:IQV)

Truist Financial Corp Reduces Holdings in IQVIA Holdings Inc. (NYSE:IQV)

Truist Financial Corp trimmed its position in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 3.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 529,714... More of this article »
Image for Golden State Equity Partners Cuts Stock Holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Golden State Equity Partners Cuts Stock Holdings in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT)

Golden State Equity Partners decreased its position in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 74.0% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Image for Zoetis Inc. (NYSE:ZTS) Shares Sold by Chapman Investment Management LLC

Zoetis Inc. (NYSE:ZTS) Shares Sold by Chapman Investment Management LLC

Chapman Investment Management LLC lowered its holdings in Zoetis Inc. (NYSE:ZTS – Free Report) by 1.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 22,617 shares of the company’s stock after selling... More of this article »
Image for Argonautica Private Wealth Management Inc. Reduces Position in Blackstone Inc. (NYSE:BX)

Argonautica Private Wealth Management Inc. Reduces Position in Blackstone Inc. (NYSE:BX)

Argonautica Private Wealth Management Inc. lowered its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for Argonautica Private Wealth Management Inc. Sells 72 Shares of BlackRock, Inc. (NYSE:BLK)

Argonautica Private Wealth Management Inc. Sells 72 Shares of BlackRock, Inc. (NYSE:BLK)

Argonautica Private Wealth Management Inc. cut its stake in BlackRock, Inc. (NYSE:BLK – Free Report) by 1.2% during the 4th quarter, HoldingsChannel reports. The fund owned 5,941 shares of the asset manager’s stock after... More of this article »
Image for Boyd Watterson Asset Management LLC OH Sells 3,052 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Boyd Watterson Asset Management LLC OH Sells 3,052 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Boyd Watterson Asset Management LLC OH reduced its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 15.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Spinnaker Trust Trims Position in Roper Technologies, Inc. (NYSE:ROP)

Spinnaker Trust Trims Position in Roper Technologies, Inc. (NYSE:ROP)

Spinnaker Trust cut its position in Roper Technologies, Inc. (NYSE:ROP – Free Report) by 10.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for K.J. Harrison & Partners Inc Takes Position in Patterson Companies, Inc. (NASDAQ:PDCO)

K.J. Harrison & Partners Inc Takes Position in Patterson Companies, Inc. (NASDAQ:PDCO)

K.J. Harrison & Partners Inc purchased a new stake in Patterson Companies, Inc. (NASDAQ:PDCO – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for 5,255 Shares in Altria Group, Inc. (NYSE:MO) Purchased by Callan Capital LLC

5,255 Shares in Altria Group, Inc. (NYSE:MO) Purchased by Callan Capital LLC

Callan Capital LLC bought a new position in shares of Altria Group, Inc. (NYSE:MO – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 5,255 shares of the company’s stock,... More of this article »
Image for Texas Instruments Incorporated (NASDAQ:TXN) Shares Sold by Bahl & Gaynor Inc.

Texas Instruments Incorporated (NASDAQ:TXN) Shares Sold by Bahl & Gaynor Inc.

Bahl & Gaynor Inc. trimmed its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 6.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Spinnaker Trust Sells 148 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Spinnaker Trust Sells 148 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Spinnaker Trust decreased its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 5,541 shares of the company’s stock after... More of this article »
Image for Spinnaker Trust Sells 43,651 Shares of Prologis, Inc. (NYSE:PLD)

Spinnaker Trust Sells 43,651 Shares of Prologis, Inc. (NYSE:PLD)

Spinnaker Trust decreased its holdings in Prologis, Inc. (NYSE:PLD – Free Report) by 72.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 16,487 shares of the real estate investment trust’s stock after... More of this article »
Image for Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) is Callan Capital LLC’s 5th Largest Position

Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB) is Callan Capital LLC’s 5th Largest Position

Callan Capital LLC increased its stake in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 0.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund... More of this article »
Image for Bahl & Gaynor Inc. Lowers Position in EOG Resources, Inc. (NYSE:EOG)

Bahl & Gaynor Inc. Lowers Position in EOG Resources, Inc. (NYSE:EOG)

Bahl & Gaynor Inc. cut its holdings in shares of EOG Resources, Inc. (NYSE:EOG – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Bahl & Gaynor Inc. Has $4.88 Million Stock Position in Fifth Third Bancorp (NASDAQ:FITB)

Bahl & Gaynor Inc. Has $4.88 Million Stock Position in Fifth Third Bancorp (NASDAQ:FITB)

Bahl & Gaynor Inc. lowered its stake in Fifth Third Bancorp (NASDAQ:FITB – Free Report) by 0.6% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 141,368 shares of the financial services... More of this article »
Image for Leeward Investments LLC MA Sells 5,350 Shares of MGIC Investment Co. (NYSE:MTG)

Leeward Investments LLC MA Sells 5,350 Shares of MGIC Investment Co. (NYSE:MTG)

Leeward Investments LLC MA reduced its stake in MGIC Investment Co. (NYSE:MTG – Free Report) by 0.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 689,581 shares of the insurance provider’s stock... More of this article »
Image for First Fiduciary Investment Counsel Inc. Acquires 4,184 Shares of Danaher Co. (NYSE:DHR)

First Fiduciary Investment Counsel Inc. Acquires 4,184 Shares of Danaher Co. (NYSE:DHR)

First Fiduciary Investment Counsel Inc. grew its holdings in shares of Danaher Co. (NYSE:DHR – Free Report) by 11.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for K.J. Harrison & Partners Inc Acquires New Holdings in Coupang, Inc. (NYSE:CPNG)

K.J. Harrison & Partners Inc Acquires New Holdings in Coupang, Inc. (NYSE:CPNG)

K.J. Harrison & Partners Inc bought a new position in Coupang, Inc. (NYSE:CPNG – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 20,000... More of this article »
Image for K.J. Harrison & Partners Inc Purchases New Position in MercadoLibre, Inc. (NASDAQ:MELI)

K.J. Harrison & Partners Inc Purchases New Position in MercadoLibre, Inc. (NASDAQ:MELI)

K.J. Harrison & Partners Inc acquired a new stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund acquired 200 shares of the company’s... More of this article »
Image for K.J. Harrison & Partners Inc Sells 5,650 Shares of Global X Uranium ETF (NYSEARCA:URA)

K.J. Harrison & Partners Inc Sells 5,650 Shares of Global X Uranium ETF (NYSEARCA:URA)

K.J. Harrison & Partners Inc lessened its stake in shares of Global X Uranium ETF (NYSEARCA:URA – Free Report) by 22.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for iShares Fallen Angels USD Bond ETF (NASDAQ:FALN) Shares Sold by Yoder Wealth Management Inc.

iShares Fallen Angels USD Bond ETF (NASDAQ:FALN) Shares Sold by Yoder Wealth Management Inc.

Yoder Wealth Management Inc. reduced its stake in iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 17.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Chapman Investment Management LLC Has $7.10 Million Position in Markel Group Inc. (NYSE:MKL)

Chapman Investment Management LLC Has $7.10 Million Position in Markel Group Inc. (NYSE:MKL)

Chapman Investment Management LLC increased its stake in shares of Markel Group Inc. (NYSE:MKL – Free Report) by 1.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 4,998 shares of the... More of this article »
Image for Wintrust Financial Co. (WTFC) To Go Ex-Dividend on May 8th

Wintrust Financial Co. (WTFC) To Go Ex-Dividend on May 8th

Wintrust Financial Co. (NASDAQ:WTFC – Get Free Report) declared a quarterly dividend on Thursday, April 25th, Zacks reports. Investors of record on Thursday, May 9th will be given a dividend of 0.45 per share by the bank on Thursday,... More of this article »
Image for Knowledge Leaders Capital LLC Sells 70 Shares of KLA Co. (NASDAQ:KLAC)

Knowledge Leaders Capital LLC Sells 70 Shares of KLA Co. (NASDAQ:KLAC)

Knowledge Leaders Capital LLC trimmed its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 3.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Knowledge Leaders Capital LLC Sells 626 Shares of TransUnion (NYSE:TRU)

Knowledge Leaders Capital LLC Sells 626 Shares of TransUnion (NYSE:TRU)

Knowledge Leaders Capital LLC cut its holdings in shares of TransUnion (NYSE:TRU – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Bahl & Gaynor Inc. Sells 6,048 Shares of Union Pacific Co. (NYSE:UNP)

Bahl & Gaynor Inc. Sells 6,048 Shares of Union Pacific Co. (NYSE:UNP)

Bahl & Gaynor Inc. cut its position in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for AbbVie Inc. (NYSE:ABBV) Shares Sold by Bahl & Gaynor Inc.

AbbVie Inc. (NYSE:ABBV) Shares Sold by Bahl & Gaynor Inc.

Bahl & Gaynor Inc. trimmed its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 3.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Bahl & Gaynor Inc. Decreases Stock Position in Kimberly-Clark Co. (NYSE:KMB)

Bahl & Gaynor Inc. Decreases Stock Position in Kimberly-Clark Co. (NYSE:KMB)

Bahl & Gaynor Inc. reduced its position in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 4.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Image for Ares Capital Co. (NASDAQ:ARCC) Shares Sold by Anfield Capital Management LLC

Ares Capital Co. (NASDAQ:ARCC) Shares Sold by Anfield Capital Management LLC

Anfield Capital Management LLC reduced its stake in shares of Ares Capital Co. (NASDAQ:ARCC – Free Report) by 30.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 113,207 shares of the investment... More of this article »
Image for Universal Display Co. (NASDAQ:OLED) Shares Bought by Bahl & Gaynor Inc.

Universal Display Co. (NASDAQ:OLED) Shares Bought by Bahl & Gaynor Inc.

Bahl & Gaynor Inc. boosted its stake in shares of Universal Display Co. (NASDAQ:OLED – Free Report) by 1.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 18,544 shares... More of this article »
Image for Bryn Mawr Capital Management LLC Buys 13,339 Shares of Merck & Co., Inc. (NYSE:MRK)

Bryn Mawr Capital Management LLC Buys 13,339 Shares of Merck & Co., Inc. (NYSE:MRK)

Bryn Mawr Capital Management LLC boosted its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.9% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 240,703 shares... More of this article »
Image for Vertex, Inc. (NASDAQ:VERX) is Bryn Mawr Capital Management LLC’s 4th Largest Position

Vertex, Inc. (NASDAQ:VERX) is Bryn Mawr Capital Management LLC’s 4th Largest Position

Bryn Mawr Capital Management LLC trimmed its holdings in Vertex, Inc. (NASDAQ:VERX – Free Report) by 38.5% in the fourth quarter, HoldingsChannel reports. The fund owned 1,596,000 shares of the company’s stock after selling... More of this article »
Image for Nexstar Media Group, Inc. (NASDAQ:NXST) Announces Quarterly Dividend of $1.69

Nexstar Media Group, Inc. (NASDAQ:NXST) Announces Quarterly Dividend of $1.69

Nexstar Media Group, Inc. (NASDAQ:NXST – Get Free Report) announced a quarterly dividend on Friday, April 26th, Zacks reports. Investors of record on Friday, May 10th will be paid a dividend of 1.69 per share on Friday, May 24th.... More of this article »
Image for Dividend 15 Split Corp. (TSE:DFN) to Issue Monthly Dividend of $0.10

Dividend 15 Split Corp. (TSE:DFN) to Issue Monthly Dividend of $0.10

Dividend 15 Split Corp. (TSE:DFN – Get Free Report) declared a monthly dividend on Monday, April 29th, TickerTech reports. Shareholders of record on Friday, May 10th will be paid a dividend of 0.10 per share on Friday, May 10th.... More of this article »
Image for Central Pacific Financial (NYSE:CPF) Posts  Earnings Results, Beats Estimates By $0.03 EPS

Central Pacific Financial (NYSE:CPF) Posts Earnings Results, Beats Estimates By $0.03 EPS

Central Pacific Financial (NYSE:CPF – Get Free Report) announced its earnings results on Wednesday. The financial services provider reported $0.48 earnings per share for the quarter, topping analysts’ consensus estimates... More of this article »
Image for Bahl & Gaynor Inc. Lowers Stock Holdings in NXP Semiconductors (NASDAQ:NXPI)

Bahl & Gaynor Inc. Lowers Stock Holdings in NXP Semiconductors (NASDAQ:NXPI)

Bahl & Gaynor Inc. lowered its holdings in shares of NXP Semiconductors (NASDAQ:NXPI – Free Report) by 6.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Bahl & Gaynor Inc. Purchases 59,290 Shares of Kinder Morgan, Inc. (NYSE:KMI)

Bahl & Gaynor Inc. Purchases 59,290 Shares of Kinder Morgan, Inc. (NYSE:KMI)

Bahl & Gaynor Inc. grew its position in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 1.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 4,014,506 shares of the pipeline... More of this article »
Image for Herold Advisors Inc. Sells 220 Shares of First Trust Capital Strength ETF (NASDAQ:FTCS)

Herold Advisors Inc. Sells 220 Shares of First Trust Capital Strength ETF (NASDAQ:FTCS)

Herold Advisors Inc. decreased its position in shares of First Trust Capital Strength ETF (NASDAQ:FTCS – Free Report) by 2.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for RTX Co. (NYSE:RTX) Stock Holdings Trimmed by Herold Advisors Inc.

RTX Co. (NYSE:RTX) Stock Holdings Trimmed by Herold Advisors Inc.

Herold Advisors Inc. reduced its position in RTX Co. (NYSE:RTX – Free Report) by 52.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 10,757 shares of the company’s stock after selling... More of this article »
Image for O Brien Greene & Co. Inc Invests $842,000 in Despegar.com, Corp. (NYSE:DESP)

O Brien Greene & Co. Inc Invests $842,000 in Despegar.com, Corp. (NYSE:DESP)

O Brien Greene & Co. Inc purchased a new position in Despegar.com, Corp. (NYSE:DESP – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for 4,222 Shares in M.D.C. Holdings, Inc. (NYSE:MDC) Acquired by O Brien Greene & Co. Inc

4,222 Shares in M.D.C. Holdings, Inc. (NYSE:MDC) Acquired by O Brien Greene & Co. Inc

O Brien Greene & Co. Inc bought a new position in shares of M.D.C. Holdings, Inc. (NYSE:MDC – Free Report) in the 4th quarter, Holdings Channel.com reports. The institutional investor bought 4,222 shares of the construction... More of this article »
Image for O Brien Greene & Co. Inc Sells 146 Shares of The Southern Company (NYSE:SO)

O Brien Greene & Co. Inc Sells 146 Shares of The Southern Company (NYSE:SO)

O Brien Greene & Co. Inc reduced its stake in shares of The Southern Company (NYSE:SO – Free Report) by 3.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »