Home » Author Archive


Eli Lilly and Company (NYSE:LLY) Shares Sold by Bremer Bank National Association
Bremer Bank National Association reduced its stake in shares of Eli Lilly and Company (NYSE:LLY – Get Rating) by 21.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 18,359 shares of the company’s... More of this article »
Old Port Advisors Trims Position in Eli Lilly and Company (NYSE:LLY)
Old Port Advisors decreased its holdings in Eli Lilly and Company (NYSE:LLY – Get Rating) by 6.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
My Personal CFO LLC Invests $32,000 in AbbVie Inc. (NYSE:ABBV)
My Personal CFO LLC bought a new position in AbbVie Inc. (NYSE:ABBV – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought... More of this article »
My Personal CFO LLC Purchases Shares of 171 Honeywell International Inc. (NASDAQ:HON)
My Personal CFO LLC purchased a new stake in shares of Honeywell International Inc. (NASDAQ:HON – Get Rating) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
State of Alaska Department of Revenue Purchases 145 Shares of McDonald’s Co. (NYSE:MCD)
State of Alaska Department of Revenue boosted its position in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 0.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Ardevora Asset Management LLP Sells 16,027 Shares of McDonald’s Co. (NYSE:MCD)
Ardevora Asset Management LLP cut its position in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 5.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor... More of this article »
City State Bank Sells 120 Shares of NVIDIA Co. (NASDAQ:NVDA)
City State Bank decreased its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 2.7% in the fourth quarter, HoldingsChannel reports. The fund owned 4,271 shares of the computer hardware maker’s stock after... More of this article »
Telemus Capital LLC Lowers Stake in Intel Co. (NASDAQ:INTC)
Telemus Capital LLC lowered its stake in shares of Intel Co. (NASDAQ:INTC – Get Rating) by 7.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 58,868 shares of the chip maker’s stock... More of this article »
State of Alaska Department of Revenue Sells 12,470 Shares of Intel Co. (NASDAQ:INTC)
State of Alaska Department of Revenue cut its holdings in Intel Co. (NASDAQ:INTC – Get Rating) by 1.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 803,668 shares of the... More of this article »
Assenagon Asset Management S.A. Buys 73,877 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)
Assenagon Asset Management S.A. increased its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Get Rating) by 52.1% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 215,556... More of this article »
Marquette Asset Management LLC Has $269,000 Holdings in Union Pacific Co. (NYSE:UNP)
Marquette Asset Management LLC cut its position in Union Pacific Co. (NYSE:UNP – Get Rating) by 18.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,300 shares of the railroad operator’s... More of this article »
Carmel Capital Management L.L.C. Takes Position in Emerson Electric Co. (NYSE:EMR)
Carmel Capital Management L.L.C. bought a new position in shares of Emerson Electric Co. (NYSE:EMR – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Bremer Bank National Association Has $2.35 Million Stock Holdings in Citigroup Inc. (NYSE:C)
Bremer Bank National Association lowered its stake in Citigroup Inc. (NYSE:C – Get Rating) by 8.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
KMG Fiduciary Partners LLC Sells 397 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
KMG Fiduciary Partners LLC reduced its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 2.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 13,451 shares of... More of this article »
Ardevora Asset Management LLP Has $64.10 Million Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
Ardevora Asset Management LLP boosted its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Get Rating) by 31.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Bath Savings Trust Co Sells 462 Shares of Sysco Co. (NYSE:SYY)
Bath Savings Trust Co decreased its stake in Sysco Co. (NYSE:SYY – Get Rating) by 0.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 54,163 shares of the company’s stock after... More of this article »
Prudential Financial, Inc. (NYSE:PRU) Shares Bought by KMG Fiduciary Partners LLC
KMG Fiduciary Partners LLC lifted its position in shares of Prudential Financial, Inc. (NYSE:PRU – Get Rating) by 3.8% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 42,178 shares... More of this article »
Matthew Goff Investment Advisor LLC Sells 535 Shares of Merck & Co., Inc. (NYSE:MRK)
Matthew Goff Investment Advisor LLC reduced its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 0.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Gilead Sciences, Inc. (NASDAQ:GILD) Shares Sold by DNB Asset Management AS
DNB Asset Management AS cut its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Get Rating) by 1.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
DNB Asset Management AS Has $73.42 Million Holdings in The Home Depot, Inc. (NYSE:HD)
DNB Asset Management AS cut its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 1.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
DNB Asset Management AS Boosts Position in Merck & Co., Inc. (NYSE:MRK)
DNB Asset Management AS boosted its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 1.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Assenagon Asset Management S.A. Grows Stake in PepsiCo, Inc. (NASDAQ:PEP)
Assenagon Asset Management S.A. raised its stake in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 142.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
OneAscent Financial Services LLC Purchases 328 Shares of STERIS plc (NYSE:STE)
OneAscent Financial Services LLC grew its holdings in STERIS plc (NYSE:STE – Get Rating) by 18.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Becton, Dickinson and Company (NYSE:BDX) Shares Sold by DNB Asset Management AS
DNB Asset Management AS lessened its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Get Rating) by 3.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Financial Management Professionals Inc. Cuts Stock Position in NXP Semiconductors (NASDAQ:NXPI)
Financial Management Professionals Inc. decreased its stake in shares of NXP Semiconductors (NASDAQ:NXPI – Get Rating) by 10.3% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
North Star Investment Management Corp. Raises Holdings in Vanguard Value ETF (NYSEARCA:VTV)
North Star Investment Management Corp. increased its holdings in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 27.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 10,939 shares... More of this article »Ardevora Asset Management LLP Acquires 50,554 Shares of Airbnb, Inc. (NASDAQ:ABNB)
Ardevora Asset Management LLP lifted its holdings in Airbnb, Inc. (NASDAQ:ABNB – Get Rating) by 10.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 512,341 shares of the... More of this article »
Ardevora Asset Management LLP Has $44.53 Million Holdings in EOG Resources, Inc. (NYSE:EOG)
Ardevora Asset Management LLP lifted its holdings in EOG Resources, Inc. (NYSE:EOG – Get Rating) by 7.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Verizon Communications Inc. (NYSE:VZ) Shares Sold by North Star Investment Management Corp.
North Star Investment Management Corp. reduced its position in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 11.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Cullen/Frost Bankers, Inc. (NYSE:CFR) Shares Sold by Ardevora Asset Management LLP
Ardevora Asset Management LLP decreased its holdings in Cullen/Frost Bankers, Inc. (NYSE:CFR – Get Rating) by 3.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 300,026 shares of the bank’s stock after... More of this article »
Assenagon Asset Management S.A. Cuts Stake in Sarepta Therapeutics, Inc. (NASDAQ:SRPT)
Assenagon Asset Management S.A. reduced its stake in shares of Sarepta Therapeutics, Inc. (NASDAQ:SRPT – Get Rating) by 35.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Block, Inc. (NYSE:SQ) Shares Acquired by Ardevora Asset Management LLP
Ardevora Asset Management LLP lifted its position in shares of Block, Inc. (NYSE:SQ – Get Rating) by 90.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Ardevora Asset Management LLP Boosts Stock Position in Linde plc (NYSE:LIN)
Ardevora Asset Management LLP boosted its holdings in shares of Linde plc (NYSE:LIN – Get Rating) by 21.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 216,013 shares of the basic materials company’s... More of this article »
Ardevora Asset Management LLP Takes Position in Box, Inc. (NYSE:BOX)
Ardevora Asset Management LLP purchased a new stake in shares of Box, Inc. (NYSE:BOX – Get Rating) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Ardevora Asset Management LLP Sells 98,632 Shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP)
Ardevora Asset Management LLP trimmed its position in shares of Check Point Software Technologies Ltd. (NASDAQ:CHKP – Get Rating) by 23.3% during the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
Ardevora Asset Management LLP Has $70.92 Million Stock Holdings in CSX Co. (NASDAQ:CSX)
Ardevora Asset Management LLP decreased its holdings in CSX Co. (NASDAQ:CSX – Get Rating) by 7.1% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 2,289,364 shares of the... More of this article »
Omnicom Group Inc. (NYSE:OMC) Shares Purchased by Ardevora Asset Management LLP
Ardevora Asset Management LLP increased its holdings in shares of Omnicom Group Inc. (NYSE:OMC – Get Rating) by 14.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Accuvest Global Advisors Raises Stake in Darden Restaurants, Inc. (NYSE:DRI)
Accuvest Global Advisors raised its stake in Darden Restaurants, Inc. (NYSE:DRI – Get Rating) by 103.7% in the 4th quarter, Holdings Channel reports. The institutional investor owned 9,526 shares of the restaurant operator’s... More of this article »
Verity & Verity LLC Acquires 2,575 Shares of The Home Depot, Inc. (NYSE:HD)
Verity & Verity LLC increased its holdings in The Home Depot, Inc. (NYSE:HD – Get Rating) by 14.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Stonnington Group LLC Buys 485 Shares of Lululemon Athletica Inc. (NASDAQ:LULU)
Stonnington Group LLC boosted its position in shares of Lululemon Athletica Inc. (NASDAQ:LULU – Get Rating) by 23.7% during the 4th quarter, HoldingsChannel reports. The fund owned 2,534 shares of the apparel retailer’s... More of this article »
The Allstate Co. (NYSE:ALL) Stock Position Raised by KMG Fiduciary Partners LLC
KMG Fiduciary Partners LLC lifted its stake in shares of The Allstate Co. (NYSE:ALL – Get Rating) by 18.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
AbbVie Inc. (NYSE:ABBV) Shares Acquired by Leith Wheeler Investment Counsel Ltd.
Leith Wheeler Investment Counsel Ltd. raised its stake in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 31.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Foundations Investment Advisors LLC Lowers Stake in Ford Motor (NYSE:F)
Foundations Investment Advisors LLC reduced its position in shares of Ford Motor (NYSE:F – Get Rating) by 3.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
15,057 Shares in Sysco Co. (NYSE:SYY) Purchased by Telemus Capital LLC
Telemus Capital LLC acquired a new position in Sysco Co. (NYSE:SYY – Get Rating) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 15,057 shares of the company’s stock, valued... More of this article »
Bremer Bank National Association Has $3.36 Million Position in The Estée Lauder Companies Inc. (NYSE:EL)
Bremer Bank National Association cut its position in The Estée Lauder Companies Inc. (NYSE:EL – Get Rating) by 8.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
OneAscent Financial Services LLC Raises Stock Position in Cadence Design Systems, Inc. (NASDAQ:CDNS)
OneAscent Financial Services LLC grew its position in Cadence Design Systems, Inc. (NASDAQ:CDNS – Get Rating) by 32.2% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 2,077 shares of the software... More of this article »
Illumina, Inc. (NASDAQ:ILMN) Shares Purchased by Green Alpha Advisors LLC
Green Alpha Advisors LLC boosted its stake in shares of Illumina, Inc. (NASDAQ:ILMN – Get Rating) by 9.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 2,677 shares of the life sciences company’s... More of this article »
Bremer Bank National Association Cuts Stock Position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)
Bremer Bank National Association lessened its stake in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Get Rating) by 10.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »