Home » Author Archive

Image for Diageo (NYSE:DEO) Stock Unloaded Rep. Josh Gottheimer

Diageo (NYSE:DEO) Stock Unloaded Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently sold shares of Diageo plc (NYSE:DEO). In a filing disclosed on April 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in Diageo stock on March... More of this article »
Image for Rep. Josh Gottheimer Sells Air Products and Chemicals, Inc. (NYSE:APD) Stock

Rep. Josh Gottheimer Sells Air Products and Chemicals, Inc. (NYSE:APD) Stock

Representative Josh Gottheimer (D-New Jersey) recently sold shares of Air Products and Chemicals, Inc. (NYSE:APD). In a filing disclosed on April 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in... More of this article »
Image for Altman Advisors Inc. Purchases 15 Shares of Costco Wholesale Co. (NASDAQ:COST)

Altman Advisors Inc. Purchases 15 Shares of Costco Wholesale Co. (NASDAQ:COST)

Altman Advisors Inc. grew its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,065 shares of the retailer’s... More of this article »
Image for O ROURKE & COMPANY Inc Reduces Stake in Visa Inc. (NYSE:V)

O ROURKE & COMPANY Inc Reduces Stake in Visa Inc. (NYSE:V)

O ROURKE & COMPANY Inc lessened its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 14.8% during the 4th quarter, Holdings Channel.com reports. The fund owned 1,200 shares of the credit-card processor’s... More of this article »
Image for SageView Advisory Group LLC Has $4.27 Million Position in Invesco QQQ (NASDAQ:QQQ)

SageView Advisory Group LLC Has $4.27 Million Position in Invesco QQQ (NASDAQ:QQQ)

SageView Advisory Group LLC grew its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 20.8% during the 4th quarter, Holdings Channel reports. The firm owned 8,360 shares of the exchange traded fund’s stock after purchasing... More of this article »
Image for UnitedHealth Group Incorporated (NYSE:UNH) Shares Purchased by Altman Advisors Inc.

UnitedHealth Group Incorporated (NYSE:UNH) Shares Purchased by Altman Advisors Inc.

Altman Advisors Inc. grew its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.5% in the 4th quarter, Holdings Channel.com reports. The firm owned 3,103 shares of the healthcare conglomerate’s... More of this article »
Image for Stamos Capital Partners L.P. Has $760,000 Stock Position in Eaton Co. plc (NYSE:ETN)

Stamos Capital Partners L.P. Has $760,000 Stock Position in Eaton Co. plc (NYSE:ETN)

Stamos Capital Partners L.P. grew its position in Eaton Co. plc (NYSE:ETN – Free Report) by 179.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 2,290 shares of the industrial products company’s... More of this article »
Image for Keystone Financial Group Raises Stock Position in AT&T Inc. (NYSE:T)

Keystone Financial Group Raises Stock Position in AT&T Inc. (NYSE:T)

Keystone Financial Group grew its holdings in AT&T Inc. (NYSE:T – Free Report) by 196.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 216,980 shares of the technology company’s stock after... More of this article »
Image for Garner Asset Management Corp Purchases 9,088 Shares of AT&T Inc. (NYSE:T)

Garner Asset Management Corp Purchases 9,088 Shares of AT&T Inc. (NYSE:T)

Garner Asset Management Corp raised its holdings in AT&T Inc. (NYSE:T – Free Report) by 6.5% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 148,399... More of this article »
Image for Reynders McVeigh Capital Management LLC Lowers Position in Booking Holdings Inc. (NASDAQ:BKNG)

Reynders McVeigh Capital Management LLC Lowers Position in Booking Holdings Inc. (NASDAQ:BKNG)

Reynders McVeigh Capital Management LLC decreased its position in Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 2.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Synovus Financial Corp Sells 149,616 Shares of Pfizer Inc. (NYSE:PFE)

Synovus Financial Corp Sells 149,616 Shares of Pfizer Inc. (NYSE:PFE)

Synovus Financial Corp lessened its position in Pfizer Inc. (NYSE:PFE – Free Report) by 20.2% in the 4th quarter, Holdings Channel.com reports. The fund owned 591,111 shares of the biopharmaceutical company’s stock after... More of this article »
Image for Menora Mivtachim Holdings LTD. Sells 160,009 Shares of Mastercard Incorporated (NYSE:MA)

Menora Mivtachim Holdings LTD. Sells 160,009 Shares of Mastercard Incorporated (NYSE:MA)

Menora Mivtachim Holdings LTD. lessened its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 18.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 690,260 shares of the credit services... More of this article »
Image for O ROURKE & COMPANY Inc Decreases Holdings in McDonald’s Co. (NYSE:MCD)

O ROURKE & COMPANY Inc Decreases Holdings in McDonald’s Co. (NYSE:MCD)

O ROURKE & COMPANY Inc lowered its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for WealthTrust Axiom LLC Acquires 276 Shares of Vanguard Growth ETF (NYSEARCA:VUG)

WealthTrust Axiom LLC Acquires 276 Shares of Vanguard Growth ETF (NYSEARCA:VUG)

WealthTrust Axiom LLC increased its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 26.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,317 shares of the company’s stock after purchasing... More of this article »
Image for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Sold by Altman Advisors Inc.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Sold by Altman Advisors Inc.

Altman Advisors Inc. decreased its holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 5.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 13,452 shares of the semiconductor... More of this article »
Image for Giverny Capital Inc. Buys New Position in Intuitive Surgical, Inc. (NASDAQ:ISRG)

Giverny Capital Inc. Buys New Position in Intuitive Surgical, Inc. (NASDAQ:ISRG)

Giverny Capital Inc. acquired a new position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) 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 Carson Advisory Inc. Sells 419 Shares of Duke Energy Co. (NYSE:DUK)

Carson Advisory Inc. Sells 419 Shares of Duke Energy Co. (NYSE:DUK)

Carson Advisory Inc. trimmed its position in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 1.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 31,636 shares of the... More of this article »
Image for Keystone Financial Group Makes New Investment in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Keystone Financial Group Makes New Investment in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Keystone Financial Group acquired a new position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 7,852 shares of the... More of this article »
Image for Synovus Financial Corp Has $82.79 Million Stock Position in Eli Lilly and Company (NYSE:LLY)

Synovus Financial Corp Has $82.79 Million Stock Position in Eli Lilly and Company (NYSE:LLY)

Synovus Financial Corp cut its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.5% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 107,220 shares of the company’s... More of this article »
Image for 3Chopt Investment Partners LLC Trims Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)

3Chopt Investment Partners LLC Trims Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)

3Chopt Investment Partners LLC cut its holdings in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) by 8.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 27,072 shares of the financial services... More of this article »
Image for SageView Advisory Group LLC Has $10.73 Million Stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

SageView Advisory Group LLC Has $10.73 Million Stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC)

SageView Advisory Group LLC reduced its stake in Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 2.1% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 310,332 shares of the company’s... More of this article »
Image for TME Financial Inc. Purchases Shares of 2,470 SPDR Gold Shares (NYSEARCA:GLD)

TME Financial Inc. Purchases Shares of 2,470 SPDR Gold Shares (NYSEARCA:GLD)

TME Financial Inc. acquired a new stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund acquired 2,470 shares of the exchange traded fund’s stock, valued... More of this article »
Image for iShares Gold Trust (NYSEARCA:IAU) Shares Sold by VPR Management LLC

iShares Gold Trust (NYSEARCA:IAU) Shares Sold by VPR Management LLC

VPR Management LLC lowered its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 1.9% during the fourth quarter, HoldingsChannel reports. The firm owned 520,480 shares of the exchange traded fund’s stock after... More of this article »
Image for Seeds Investor LLC Trims Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Seeds Investor LLC Trims Holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Seeds Investor LLC lessened its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 8.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,678... More of this article »
Image for Everyman Media Group (LON:EMAN) Shares Pass Below 50-Day Moving Average   – Here’s What Happened

Everyman Media Group (LON:EMAN) Shares Pass Below 50-Day Moving Average – Here’s What Happened

Everyman Media Group plc (LON:EMAN – Get Free Report)’s stock price crossed below its 50-day moving average during trading on Friday . The stock has a 50-day moving average of GBX 38.01 ($0.50) and traded as low as GBX... More of this article »
Image for Savvy Advisors Inc. Buys 54,769 Shares of Fidelity Total Bond ETF (NYSEARCA:FBND)

Savvy Advisors Inc. Buys 54,769 Shares of Fidelity Total Bond ETF (NYSEARCA:FBND)

Savvy Advisors Inc. boosted its stake in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 1,266.9% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Independent Franchise Partners LLP Has $724.42 Million Holdings in Aon plc (NYSE:AON)

Independent Franchise Partners LLP Has $724.42 Million Holdings in Aon plc (NYSE:AON)

Independent Franchise Partners LLP grew its holdings in shares of Aon plc (NYSE:AON – Free Report) by 2.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Summit Investment Advisors Inc. Buys 1,595 Shares of Global X U.S. Infrastructure Development ETF (BATS:PAVE)

Summit Investment Advisors Inc. Buys 1,595 Shares of Global X U.S. Infrastructure Development ETF (BATS:PAVE)

Summit Investment Advisors Inc. boosted its stake in Global X U.S. Infrastructure Development ETF (BATS:PAVE – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Abbott Laboratories (NYSE:ABT) Shares Purchased by Reynders McVeigh Capital Management LLC

Abbott Laboratories (NYSE:ABT) Shares Purchased by Reynders McVeigh Capital Management LLC

Reynders McVeigh Capital Management LLC raised its stake in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 409,686... More of this article »
Image for RiverNorth Managed Duration Municipal Income Fund II, Inc. (NYSEARCA:RMMZ) Declares Dividend of $0.10

RiverNorth Managed Duration Municipal Income Fund II, Inc. (NYSEARCA:RMMZ) Declares Dividend of $0.10

RiverNorth Managed Duration Municipal Income Fund II, Inc. (NYSEARCA:RMMZ – Get Free Report) declared a dividend on Wednesday, April 9th, investing.com reports. Shareholders of record on Wednesday, April 16th will be given a... More of this article »
Image for 3Chopt Investment Partners LLC Makes New $501,000 Investment in Fox Co. (NASDAQ:FOXA)

3Chopt Investment Partners LLC Makes New $501,000 Investment in Fox Co. (NASDAQ:FOXA)

3Chopt Investment Partners LLC acquired a new stake in Fox Co. (NASDAQ:FOXA – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... More of this article »
Image for TME Financial Inc. Makes New Investment in Vanguard S&P 500 ETF (NYSEARCA:VOO)

TME Financial Inc. Makes New Investment in Vanguard S&P 500 ETF (NYSEARCA:VOO)

TME Financial Inc. bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm bought 850 shares of the company’s stock, valued at approximately... More of this article »
Image for Keystone Financial Group Acquires Shares of 28,486 iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Keystone Financial Group Acquires Shares of 28,486 iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Keystone Financial Group bought a new position in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 28,486 shares of the... More of this article »
Image for Garner Asset Management Corp Has $988,000 Stock Holdings in Republic Services, Inc. (NYSE:RSG)

Garner Asset Management Corp Has $988,000 Stock Holdings in Republic Services, Inc. (NYSE:RSG)

Garner Asset Management Corp increased its holdings in shares of Republic Services, Inc. (NYSE:RSG – Free Report) by 11.4% during the 4th quarter, Holdings Channel.com reports. The fund owned 4,911 shares of the business services... More of this article »
Image for Savvy Advisors Inc. Acquires 169,004 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Savvy Advisors Inc. Acquires 169,004 Shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Savvy Advisors Inc. grew its holdings in shares of iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 35.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Elm Partners Management LLC Invests $10.28 Million in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)

Elm Partners Management LLC Invests $10.28 Million in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)

Elm Partners Management LLC acquired a new stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm acquired 267,997 shares of the company’s stock,... More of this article »
Image for Nuveen Arizona Quality Municipal Income Fund Declares Monthly Dividend of $0.07 (NYSE:NAZ)

Nuveen Arizona Quality Municipal Income Fund Declares Monthly Dividend of $0.07 (NYSE:NAZ)

Nuveen Arizona Quality Municipal Income Fund (NYSE:NAZ – Get Free Report) declared a monthly dividend on Thursday, April 3rd, Wall Street Journal reports. Stockholders of record on Tuesday, April 15th will be paid a dividend... More of this article »
Image for Husqvarna AB (publ) (OTCMKTS:HSQVY) Shares Cross Below 200-Day Moving Average   – Here’s What Happened

Husqvarna AB (publ) (OTCMKTS:HSQVY) Shares Cross Below 200-Day Moving Average – Here’s What Happened

Husqvarna AB (publ) (OTCMKTS:HSQVY – Get Free Report)’s stock price crossed below its 200-day moving average during trading on Friday . The stock has a 200-day moving average of $11.07 and traded as low as $8.88. Husqvarna... More of this article »
Image for Synovus Financial Corp Increases Holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Synovus Financial Corp Increases Holdings in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI)

Synovus Financial Corp boosted its position in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) by 2.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Image for Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Acquired by Seeds Investor LLC

Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Acquired by Seeds Investor LLC

Seeds Investor LLC grew its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Reynders McVeigh Capital Management LLC Has $62.22 Million Stock Position in Carrier Global Co. (NYSE:CARR)

Reynders McVeigh Capital Management LLC Has $62.22 Million Stock Position in Carrier Global Co. (NYSE:CARR)

Reynders McVeigh Capital Management LLC reduced its position in Carrier Global Co. (NYSE:CARR – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for Eli Lilly and Company (NYSE:LLY) Shares Sold by Summit Investment Advisors Inc.

Eli Lilly and Company (NYSE:LLY) Shares Sold by Summit Investment Advisors Inc.

Summit Investment Advisors Inc. lowered its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 20,384 shares of the company’s stock... More of this article »
Image for TT Capital Management LLC Acquires New Stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

TT Capital Management LLC Acquires New Stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

TT Capital Management LLC acquired a new stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor acquired 172,162 shares of the... More of this article »
Image for Optimize Financial Inc Purchases Shares of 301 United Rentals, Inc. (NYSE:URI)

Optimize Financial Inc Purchases Shares of 301 United Rentals, Inc. (NYSE:URI)

Optimize Financial Inc acquired a new stake in United Rentals, Inc. (NYSE:URI – Free Report) during the 4th quarter, Holdings Channel reports. The firm acquired 301 shares of the construction company’s stock, valued at... More of this article »
Image for Exxon Mobil Co. (NYSE:XOM) is RWWM Inc.’s 5th Largest Position

Exxon Mobil Co. (NYSE:XOM) is RWWM Inc.’s 5th Largest Position

RWWM Inc. lessened its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 972,730 shares of the oil and gas company’s... More of this article »
Image for Taurus Asset Management LLC Buys 310 Shares of 3M (NYSE:MMM)

Taurus Asset Management LLC Buys 310 Shares of 3M (NYSE:MMM)

Taurus Asset Management LLC increased its stake in shares of 3M (NYSE:MMM – Free Report) by 0.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Keystone Financial Group Invests $2.82 Million in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

Keystone Financial Group Invests $2.82 Million in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

Keystone Financial Group acquired a new stake in shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 26,623 shares... More of this article »
Image for Fiducient Advisors LLC Cuts Stake in Northern Trust Co. (NASDAQ:NTRS)

Fiducient Advisors LLC Cuts Stake in Northern Trust Co. (NASDAQ:NTRS)

Fiducient Advisors LLC reduced its holdings in Northern Trust Co. (NASDAQ:NTRS – Free Report) by 96.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Santacruz Silver Mining (CVE:SCZ) Stock Price Up 13.3%  – What’s Next?

Santacruz Silver Mining (CVE:SCZ) Stock Price Up 13.3% – What’s Next?

Santacruz Silver Mining Ltd. (CVE:SCZ – Get Free Report) shares traded up 13.3% during trading on Friday . The company traded as high as C$0.54 and last traded at C$0.51. 1,566,982 shares were traded during mid-day trading,... More of this article »
Image for Hudson Portfolio Management LLC Takes Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Hudson Portfolio Management LLC Takes Position in iShares Short Treasury Bond ETF (NASDAQ:SHV)

Hudson Portfolio Management LLC bought a new stake in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought... More of this article »