Home » Author Archive

Image for The Walt Disney Company (NYSE:DIS) Stock Position Lowered by North Star Investment Management Corp.

The Walt Disney Company (NYSE:DIS) Stock Position Lowered by North Star Investment Management Corp.

North Star Investment Management Corp. decreased its position in The Walt Disney Company (NYSE:DIS – Get Rating) by 8.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 36,637 shares of the entertainment... More of this article »
Image for Ardevora Asset Management LLP Sells 80,081 Shares of Roper Technologies, Inc. (NYSE:ROP)

Ardevora Asset Management LLP Sells 80,081 Shares of Roper Technologies, Inc. (NYSE:ROP)

Ardevora Asset Management LLP reduced its stake in Roper Technologies, Inc. (NYSE:ROP – Get Rating) by 41.9% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for PayPal Holdings, Inc. (NASDAQ:PYPL) Shares Sold by State of Alaska Department of Revenue

PayPal Holdings, Inc. (NASDAQ:PYPL) Shares Sold by State of Alaska Department of Revenue

State of Alaska Department of Revenue reduced its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 0.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Netflix, Inc. (NASDAQ:NFLX) Stock Holdings Lessened by DNB Asset Management AS

Netflix, Inc. (NASDAQ:NFLX) Stock Holdings Lessened by DNB Asset Management AS

DNB Asset Management AS trimmed its stake in Netflix, Inc. (NASDAQ:NFLX – Get Rating) by 2.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 80,586 shares of the Internet television network’s stock... More of this article »
Image for Matthew Goff Investment Advisor LLC Has $8.54 Million Stake in Intel Co. (NASDAQ:INTC)

Matthew Goff Investment Advisor LLC Has $8.54 Million Stake in Intel Co. (NASDAQ:INTC)

Matthew Goff Investment Advisor LLC boosted its position in shares of Intel Co. (NASDAQ:INTC – Get Rating) by 0.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Bath Savings Trust Co Has $2.16 Million Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

Bath Savings Trust Co Has $2.16 Million Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

Bath Savings Trust Co raised its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Get Rating) by 11.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Stryker Co. (NYSE:SYK) Stock Holdings Raised by Bath Savings Trust Co

Stryker Co. (NYSE:SYK) Stock Holdings Raised by Bath Savings Trust Co

Bath Savings Trust Co lifted its holdings in Stryker Co. (NYSE:SYK – Get Rating) by 0.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 112,820 shares of the... More of this article »
Image for KMG Fiduciary Partners LLC Sells 1,413 Shares of Visa Inc. (NYSE:V)

KMG Fiduciary Partners LLC Sells 1,413 Shares of Visa Inc. (NYSE:V)

KMG Fiduciary Partners LLC lessened its holdings in Visa Inc. (NYSE:V – Get Rating) by 9.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for OneAscent Financial Services LLC Cuts Position in AT&T Inc. (NYSE:T)

OneAscent Financial Services LLC Cuts Position in AT&T Inc. (NYSE:T)

OneAscent Financial Services LLC trimmed its position in shares of AT&T Inc. (NYSE:T – Get Rating) by 32.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Bremer Bank National Association Sells 1,200 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Bremer Bank National Association Sells 1,200 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Bremer Bank National Association cut its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) by 7.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Image for CSX Co. (NASDAQ:CSX) Shares Sold by State of Alaska Department of Revenue

CSX Co. (NASDAQ:CSX) Shares Sold by State of Alaska Department of Revenue

State of Alaska Department of Revenue cut its stake in shares of CSX Co. (NASDAQ:CSX – Get Rating) by 7.1% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 440,560 shares... More of this article »
Image for My Personal CFO LLC Purchases Shares of 528 Merck & Co., Inc. (NYSE:MRK)

My Personal CFO LLC Purchases Shares of 528 Merck & Co., Inc. (NYSE:MRK)

My Personal CFO LLC purchased a new stake in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) during the 4th quarter, Holdings Channel.com reports. The fund purchased 528 shares of the company’s stock, valued at... More of this article »
Image for Ardevora Asset Management LLP Sells 129,786 Shares of ResMed Inc. (NYSE:RMD)

Ardevora Asset Management LLP Sells 129,786 Shares of ResMed Inc. (NYSE:RMD)

Ardevora Asset Management LLP cut its holdings in ResMed Inc. (NYSE:RMD – Get Rating) by 37.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 212,723... More of this article »
Image for Assenagon Asset Management S.A. Has $269.55 Million Stock Holdings in Activision Blizzard, Inc. (NASDAQ:ATVI)

Assenagon Asset Management S.A. Has $269.55 Million Stock Holdings in Activision Blizzard, Inc. (NASDAQ:ATVI)

Assenagon Asset Management S.A. raised its position in shares of Activision Blizzard, Inc. (NASDAQ:ATVI – Get Rating) by 898.1% in the fourth quarter, HoldingsChannel reports. The firm owned 3,521,277 shares of the company’s... More of this article »
Image for Ardevora Asset Management LLP Has $66.90 Million Stock Holdings in Norfolk Southern Co. (NYSE:NSC)

Ardevora Asset Management LLP Has $66.90 Million Stock Holdings in Norfolk Southern Co. (NYSE:NSC)

Ardevora Asset Management LLP lessened its holdings in Norfolk Southern Co. (NYSE:NSC – Get Rating) by 7.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for DNB Asset Management AS Sells 19,960 Shares of Verizon Communications Inc. (NYSE:VZ)

DNB Asset Management AS Sells 19,960 Shares of Verizon Communications Inc. (NYSE:VZ)

DNB Asset Management AS lowered its stake in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 2.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Ardevora Asset Management LLP Sells 59,626 Shares of Keysight Technologies, Inc. (NYSE:KEYS)

Ardevora Asset Management LLP Sells 59,626 Shares of Keysight Technologies, Inc. (NYSE:KEYS)

Ardevora Asset Management LLP cut its position in Keysight Technologies, Inc. (NYSE:KEYS – Get Rating) by 18.6% during the 4th quarter, HoldingsChannel reports. The firm owned 261,022 shares of the scientific and technical instruments... More of this article »
Image for Ardevora Asset Management LLP Trims Stock Position in Service Co. International (NYSE:SCI)

Ardevora Asset Management LLP Trims Stock Position in Service Co. International (NYSE:SCI)

Ardevora Asset Management LLP cut its stake in shares of Service Co. International (NYSE:SCI – Get Rating) by 8.9% 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 Stonnington Group LLC Has $4.10 Million Position in The Procter & Gamble Company (NYSE:PG)

Stonnington Group LLC Has $4.10 Million Position in The Procter & Gamble Company (NYSE:PG)

Stonnington Group LLC cut its holdings in The Procter & Gamble Company (NYSE:PG – Get Rating) by 10.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 26,983 shares of the company’s... More of this article »
Image for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Bremer Bank National Association

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Bremer Bank National Association

Bremer Bank National Association lifted its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 239.9% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for OneAscent Financial Services LLC Buys 2,050 Shares of NextEra Energy Partners, LP (NYSE:NEP)

OneAscent Financial Services LLC Buys 2,050 Shares of NextEra Energy Partners, LP (NYSE:NEP)

OneAscent Financial Services LLC increased its stake in shares of NextEra Energy Partners, LP (NYSE:NEP – Get Rating) by 49.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for KMG Fiduciary Partners LLC Increases Stock Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

KMG Fiduciary Partners LLC Increases Stock Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

KMG Fiduciary Partners LLC raised its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 608.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 16,781 shares of the company’s stock after... More of this article »
Image for 4,000 Shares in Domino’s Pizza, Inc. (NYSE:DPZ) Bought by Accuvest Global Advisors

4,000 Shares in Domino’s Pizza, Inc. (NYSE:DPZ) Bought by Accuvest Global Advisors

Accuvest Global Advisors bought a new stake in Domino’s Pizza, Inc. (NYSE:DPZ – Get Rating) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 4,000... More of this article »
Image for Accuvest Global Advisors Acquires 11,425 Shares of iShares MSCI Eurozone ETF (BATS:EZU)

Accuvest Global Advisors Acquires 11,425 Shares of iShares MSCI Eurozone ETF (BATS:EZU)

Accuvest Global Advisors lifted its holdings in iShares MSCI Eurozone ETF (BATS:EZU – Get Rating) by 100.0% during the fourth quarter, HoldingsChannel reports. The firm owned 22,850 shares of the company’s stock after... More of this article »
Image for Accuvest Global Advisors Takes Position in iShares MSCI Denmark ETF (BATS:EDEN)

Accuvest Global Advisors Takes Position in iShares MSCI Denmark ETF (BATS:EDEN)

Accuvest Global Advisors bought a new stake in iShares MSCI Denmark ETF (BATS:EDEN – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Accuvest Global Advisors Makes New $1.91 Million Investment in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT)

Accuvest Global Advisors Makes New $1.91 Million Investment in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT)

Accuvest Global Advisors purchased a new position in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Accuvest Global Advisors Invests $1.02 Million in iShares MSCI Italy ETF (NYSEARCA:EWI)

Accuvest Global Advisors Invests $1.02 Million in iShares MSCI Italy ETF (NYSEARCA:EWI)

Accuvest Global Advisors purchased a new position in iShares MSCI Italy ETF (NYSEARCA:EWI – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Accuvest Global Advisors Raises Position in Global X U.S. Infrastructure Development ETF (BATS:PAVE)

Accuvest Global Advisors Raises Position in Global X U.S. Infrastructure Development ETF (BATS:PAVE)

Accuvest Global Advisors boosted its stake in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Get Rating) by 100.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Accuvest Global Advisors Acquires 46,499 Shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM)

Accuvest Global Advisors Acquires 46,499 Shares of Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM)

Accuvest Global Advisors lifted its holdings in Goldman Sachs ActiveBeta Emerging Markets Equity ETF (NYSEARCA:GEM – Get Rating) by 130.1% during the 4th quarter, according to its most recent filing with the Securities &... More of this article »
Image for Ardevora Asset Management LLP Has $67.82 Million Stake in Automatic Data Processing, Inc. (NASDAQ:ADP)

Ardevora Asset Management LLP Has $67.82 Million Stake in Automatic Data Processing, Inc. (NASDAQ:ADP)

Ardevora Asset Management LLP decreased its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Get Rating) by 11.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for The Mosaic Company (NYSE:MOS) is Foundation Resource Management Inc.’s 7th Largest Position

The Mosaic Company (NYSE:MOS) is Foundation Resource Management Inc.’s 7th Largest Position

Foundation Resource Management Inc. increased its stake in The Mosaic Company (NYSE:MOS – Get Rating) by 0.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Bremer Bank National Association Has $2.13 Million Stake in Prudential Financial, Inc. (NYSE:PRU)

Bremer Bank National Association Has $2.13 Million Stake in Prudential Financial, Inc. (NYSE:PRU)

Bremer Bank National Association lessened its holdings in shares of Prudential Financial, Inc. (NYSE:PRU – Get Rating) by 6.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 21,391 shares... More of this article »
Image for Accuvest Global Advisors Sells 5,010 Shares of Global X MSCI Norway ETF (NYSEARCA:NORW)

Accuvest Global Advisors Sells 5,010 Shares of Global X MSCI Norway ETF (NYSEARCA:NORW)

Accuvest Global Advisors trimmed its position in Global X MSCI Norway ETF (NYSEARCA:NORW – Get Rating) by 10.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Accuvest Global Advisors Boosts Stake in Innovator Growth-100 Power Buffer ETF – January (BATS:NJAN)

Accuvest Global Advisors Boosts Stake in Innovator Growth-100 Power Buffer ETF – January (BATS:NJAN)

Accuvest Global Advisors grew its stake in Innovator Growth-100 Power Buffer ETF – January (BATS:NJAN – Get Rating) by 112.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Accuvest Global Advisors Has $725,000 Stake in Innovator U.S. Small Cap Power Buffer ETF – April (BATS:KAPR)

Accuvest Global Advisors Has $725,000 Stake in Innovator U.S. Small Cap Power Buffer ETF – April (BATS:KAPR)

Accuvest Global Advisors grew its holdings in Innovator U.S. Small Cap Power Buffer ETF – April (BATS:KAPR – Get Rating) by 100.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Bremer Bank National Association Cuts Stock Position in Bristol-Myers Squibb (NYSE:BMY)

Bremer Bank National Association Cuts Stock Position in Bristol-Myers Squibb (NYSE:BMY)

Bremer Bank National Association trimmed its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 15.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for 73,556 Shares in Kinder Morgan, Inc. (NYSE:KMI) Purchased by Accuvest Global Advisors

73,556 Shares in Kinder Morgan, Inc. (NYSE:KMI) Purchased by Accuvest Global Advisors

Accuvest Global Advisors bought a new position in Kinder Morgan, Inc. (NYSE:KMI – Get Rating) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
Image for Accuvest Global Advisors Makes New $1.55 Million Investment in Ferrari (NYSE:RACE)

Accuvest Global Advisors Makes New $1.55 Million Investment in Ferrari (NYSE:RACE)

Accuvest Global Advisors acquired a new stake in Ferrari (NYSE:RACE – Get Rating) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 7,238 shares... More of this article »
Image for Accuvest Global Advisors Takes $1.35 Million Position in iShares MSCI France ETF (NYSEARCA:EWQ)

Accuvest Global Advisors Takes $1.35 Million Position in iShares MSCI France ETF (NYSEARCA:EWQ)

Accuvest Global Advisors acquired a new stake in iShares MSCI France ETF (NYSEARCA:EWQ – Get Rating) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired... More of this article »
Image for Burke & Herbert Bank & Trust Co. Has $1.09 Million Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Burke & Herbert Bank & Trust Co. Has $1.09 Million Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Burke & Herbert Bank & Trust Co. decreased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 16.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 8,092 shares of the financial... More of this article »
Image for Bremer Bank National Association Boosts Stake in Xcel Energy Inc. (NASDAQ:XEL)

Bremer Bank National Association Boosts Stake in Xcel Energy Inc. (NASDAQ:XEL)

Bremer Bank National Association increased its position in Xcel Energy Inc. (NASDAQ:XEL – Get Rating) by 0.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Green Alpha Advisors LLC Purchases 1,353 Shares of Rivian Automotive, Inc. (NASDAQ:RIVN)

Green Alpha Advisors LLC Purchases 1,353 Shares of Rivian Automotive, Inc. (NASDAQ:RIVN)

Green Alpha Advisors LLC boosted its holdings in shares of Rivian Automotive, Inc. (NASDAQ:RIVN – Get Rating) by 4.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Green Alpha Advisors LLC Lowers Position in Rapid7, Inc. (NASDAQ:RPD)

Green Alpha Advisors LLC Lowers Position in Rapid7, Inc. (NASDAQ:RPD)

Green Alpha Advisors LLC decreased its position in shares of Rapid7, Inc. (NASDAQ:RPD – Get Rating) by 16.3% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 12,862 shares of the technology... More of this article »
Image for The Home Depot, Inc. (NYSE:HD) Stake Cut by Cullinan Associates Inc.

The Home Depot, Inc. (NYSE:HD) Stake Cut by Cullinan Associates Inc.

Cullinan Associates Inc. cut its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 0.6% in the fourth quarter, Holdings Channel reports. The firm owned 19,686 shares of the home improvement retailer’s... More of this article »
Image for Acropolis Investment Management LLC Takes $105,000 Position in Citigroup Inc. (NYSE:C)

Acropolis Investment Management LLC Takes $105,000 Position in Citigroup Inc. (NYSE:C)

Acropolis Investment Management LLC acquired a new position in shares of Citigroup Inc. (NYSE:C – Get Rating) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Enterprise Bank & Trust Co Buys 227 Shares of Chevron Co. (NYSE:CVX)

Enterprise Bank & Trust Co Buys 227 Shares of Chevron Co. (NYSE:CVX)

Enterprise Bank & Trust Co grew its holdings in Chevron Co. (NYSE:CVX – Get Rating) by 1.2% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 19,947 shares of the oil and gas company’s... More of this article »
Image for Moody National Bank Trust Division Sells 3,451 Shares of Johnson & Johnson (NYSE:JNJ)

Moody National Bank Trust Division Sells 3,451 Shares of Johnson & Johnson (NYSE:JNJ)

Moody National Bank Trust Division lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ – Get Rating) by 5.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Stonnington Group LLC Raises Stock Position in Capital One Financial Co. (NYSE:COF)

Stonnington Group LLC Raises Stock Position in Capital One Financial Co. (NYSE:COF)

Stonnington Group LLC boosted its stake in Capital One Financial Co. (NYSE:COF) by 110.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor ... More of this article »
Image for 298 Shares in Target Co. (NYSE:TGT) Purchased by My Personal CFO LLC

298 Shares in Target Co. (NYSE:TGT) Purchased by My Personal CFO LLC

My Personal CFO LLC acquired a new position in shares of Target Co. (NYSE:TGT – Get Rating) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 298 shares of the retailer’s... More of this article »
Image for Trip.com Group Limited (NASDAQ:TCOM) Shares Acquired by Assenagon Asset Management S.A.

Trip.com Group Limited (NASDAQ:TCOM) Shares Acquired by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. raised its position in shares of Trip.com Group Limited (NASDAQ:TCOM – Get Rating) by 135.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »