Home » Author Archive

Image for Diversified Trust Co Trims Stock Position in ConocoPhillips (NYSE:COP)

Diversified Trust Co Trims Stock Position in ConocoPhillips (NYSE:COP)

Diversified Trust Co cut its stake in shares of ConocoPhillips (NYSE:COP – Get Rating) by 9.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Abbott Laboratories (NYSE:ABT) Shares Sold by Douglas Lane & Associates LLC

Abbott Laboratories (NYSE:ABT) Shares Sold by Douglas Lane & Associates LLC

Douglas Lane & Associates LLC lowered its stake in shares of Abbott Laboratories (NYSE:ABT – Get Rating) by 1.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Diversified Trust Co Increases Stake in Wells Fargo & Company (NYSE:WFC)

Diversified Trust Co Increases Stake in Wells Fargo & Company (NYSE:WFC)

Diversified Trust Co lifted its stake in Wells Fargo & Company (NYSE:WFC) by 9.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 34,154 shares of the financial... More of this article »
Image for Deere & Company (NYSE:DE) Shares Bought by Diversified Trust Co

Deere & Company (NYSE:DE) Shares Bought by Diversified Trust Co

Diversified Trust Co raised its holdings in Deere & Company (NYSE:DE – Get Rating) by 31.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 4,356 shares of the industrial products... More of this article »
Image for ForthRight Wealth Management LLC Sells 359 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

ForthRight Wealth Management LLC Sells 359 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)

ForthRight Wealth Management LLC lessened its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 13.6% during the fourth quarter, according to the company in its most recent filing with the... More of this article »
Image for Czech National Bank Has $6.55 Million Holdings in The Sherwin-Williams Company (NYSE:SHW)

Czech National Bank Has $6.55 Million Holdings in The Sherwin-Williams Company (NYSE:SHW)

Czech National Bank raised its stake in The Sherwin-Williams Company (NYSE:SHW – Get Rating) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 27,602 shares of... More of this article »
Image for International Business Machines Co. (NYSE:IBM) Shares Sold by Diversified Trust Co

International Business Machines Co. (NYSE:IBM) Shares Sold by Diversified Trust Co

Diversified Trust Co decreased its holdings in International Business Machines Co. (NYSE:IBM – Get Rating) by 5.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 11,303... More of this article »
Image for Diversified Trust Co Has $1.40 Million Stock Position in Comcast Co. (NASDAQ:CMCSA)

Diversified Trust Co Has $1.40 Million Stock Position in Comcast Co. (NASDAQ:CMCSA)

Diversified Trust Co decreased its position in shares of Comcast Co. (NASDAQ:CMCSA – Get Rating) by 14.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Douglas Lane & Associates LLC Has $4.03 Million Position in Amgen Inc. (NASDAQ:AMGN)

Douglas Lane & Associates LLC Has $4.03 Million Position in Amgen Inc. (NASDAQ:AMGN)

Douglas Lane & Associates LLC lowered its stake in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 6.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Investment Partners LTD. Decreases Stake in Bank of America Co. (NYSE:BAC)

Investment Partners LTD. Decreases Stake in Bank of America Co. (NYSE:BAC)

Investment Partners LTD. lowered its position in shares of Bank of America Co. (NYSE:BAC – Get Rating) by 74.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 10,019 shares of the... More of this article »
Image for Bristol-Myers Squibb (NYSE:BMY) Shares Acquired by Keel Point LLC

Bristol-Myers Squibb (NYSE:BMY) Shares Acquired by Keel Point LLC

Keel Point LLC lifted its position in shares of Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 26.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,572... More of this article »
Image for Ronald Blue Trust Inc. Purchases 2,372 Shares of American Express (NYSE:AXP)

Ronald Blue Trust Inc. Purchases 2,372 Shares of American Express (NYSE:AXP)

Ronald Blue Trust Inc. increased its position in American Express (NYSE:AXP) by 82.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,239 shares of the... More of this article »
Image for ForthRight Wealth Management LLC Has $315,000 Holdings in The Coca-Cola Company (NYSE:KO)

ForthRight Wealth Management LLC Has $315,000 Holdings in The Coca-Cola Company (NYSE:KO)

ForthRight Wealth Management LLC cut its stake in shares of The Coca-Cola Company (NYSE:KO – Get Rating) by 14.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for Czech National Bank Has $5.36 Million Stock Position in Kimberly-Clark Co. (NYSE:KMB)

Czech National Bank Has $5.36 Million Stock Position in Kimberly-Clark Co. (NYSE:KMB)

Czech National Bank raised its stake in Kimberly-Clark Co. (NYSE:KMB – Get Rating) by 0.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Texas Instruments Incorporated (NASDAQ:TXN) Shares Purchased by Diversified Trust Co

Texas Instruments Incorporated (NASDAQ:TXN) Shares Purchased by Diversified Trust Co

Diversified Trust Co grew its position in Texas Instruments Incorporated (NASDAQ:TXN – Get Rating) by 5.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Diversified Trust Co Increases Stock Position in Intuitive Surgical, Inc. (NASDAQ:ISRG)

Diversified Trust Co Increases Stock Position in Intuitive Surgical, Inc. (NASDAQ:ISRG)

Diversified Trust Co lifted its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Get Rating) by 56.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Connecticut Wealth Management LLC Takes Position in S&P Global Inc. (NYSE:SPGI)

Connecticut Wealth Management LLC Takes Position in S&P Global Inc. (NYSE:SPGI)

Connecticut Wealth Management LLC acquired a new stake in S&P Global Inc. (NYSE:SPGI – Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Image for Global Wealth Strategies & Associates Invests $68,000 in AbbVie Inc. (NYSE:ABBV)

Global Wealth Strategies & Associates Invests $68,000 in AbbVie Inc. (NYSE:ABBV)

Global Wealth Strategies & Associates acquired a new position in AbbVie Inc. (NYSE:ABBV – Get Rating) 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 Douglas Lane & Associates LLC Sells 4,702 Shares of NVIDIA Co. (NASDAQ:NVDA)

Douglas Lane & Associates LLC Sells 4,702 Shares of NVIDIA Co. (NASDAQ:NVDA)

Douglas Lane & Associates LLC decreased its position in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 0.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Czech National Bank Increases Stock Position in Pfizer Inc. (NYSE:PFE)

Czech National Bank Increases Stock Position in Pfizer Inc. (NYSE:PFE)

Czech National Bank grew its holdings in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 0.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 657,385 shares of the biopharmaceutical company’s... More of this article »
Image for NVIDIA Co. (NASDAQ:NVDA) Position Cut by Handelsinvest Investeringsforvaltning

NVIDIA Co. (NASDAQ:NVDA) Position Cut by Handelsinvest Investeringsforvaltning

Handelsinvest Investeringsforvaltning lowered its position in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 13.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 9,591 shares of... More of this article »
Image for Diversified Trust Co Has $1.80 Million Stake in Medtronic plc (NYSE:MDT)

Diversified Trust Co Has $1.80 Million Stake in Medtronic plc (NYSE:MDT)

Diversified Trust Co decreased its position in Medtronic plc (NYSE:MDT – Get Rating) by 62.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Essex Savings Bank Purchases 45 Shares of Netflix, Inc. (NASDAQ:NFLX)

Essex Savings Bank Purchases 45 Shares of Netflix, Inc. (NASDAQ:NFLX)

Essex Savings Bank boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Get Rating) by 4.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for First PREMIER Bank Trims Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

First PREMIER Bank Trims Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

First PREMIER Bank reduced its stake in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 1.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Merck & Co., Inc. (NYSE:MRK) Stock Holdings Increased by Arthur M. Cohen & Associates LLC

Merck & Co., Inc. (NYSE:MRK) Stock Holdings Increased by Arthur M. Cohen & Associates LLC

Arthur M. Cohen & Associates LLC increased its position in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 17.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for AMI Asset Management Corp Has $54.77 Million Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

AMI Asset Management Corp Has $54.77 Million Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

AMI Asset Management Corp cut its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 0.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Compass Ion Advisors LLC Lowers Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Compass Ion Advisors LLC Lowers Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Compass Ion Advisors LLC decreased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 18.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm... More of this article »
Image for Legacy Wealth Management Inc Sells 300 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Legacy Wealth Management Inc Sells 300 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Legacy Wealth Management Inc trimmed its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 1.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned... More of this article »
Image for Verizon Communications Inc. (NYSE:VZ) Shares Sold by First PREMIER Bank

Verizon Communications Inc. (NYSE:VZ) Shares Sold by First PREMIER Bank

First PREMIER Bank trimmed its position in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 15.6% in the fourth 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 Bought by Ronald Blue Trust Inc.

PayPal Holdings, Inc. (NASDAQ:PYPL) Shares Bought by Ronald Blue Trust Inc.

Ronald Blue Trust Inc. raised its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 24.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Salesforce, Inc. (NYSE:CRM) Shares Sold by Keel Point LLC

Salesforce, Inc. (NYSE:CRM) Shares Sold by Keel Point LLC

Keel Point LLC cut its holdings in shares of Salesforce, Inc. (NYSE:CRM – Get Rating) by 4.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,712... More of this article »
Image for Keel Point LLC Purchases 337 Shares of ConocoPhillips (NYSE:COP)

Keel Point LLC Purchases 337 Shares of ConocoPhillips (NYSE:COP)

Keel Point LLC grew its position in ConocoPhillips (NYSE:COP – Get Rating) by 17.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Essex Savings Bank Takes $221,000 Position in Schlumberger Limited (NYSE:SLB)

Essex Savings Bank Takes $221,000 Position in Schlumberger Limited (NYSE:SLB)

Essex Savings Bank acquired a new stake in shares of Schlumberger Limited (NYSE:SLB – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Image for Valero Energy Co. (NYSE:VLO) Position Reduced by Czech National Bank

Valero Energy Co. (NYSE:VLO) Position Reduced by Czech National Bank

Czech National Bank decreased its position in shares of Valero Energy Co. (NYSE:VLO – Get Rating) by 1.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 45,153 shares of the oil and gas company’s... More of this article »
Image for Palo Alto Networks, Inc. (NASDAQ:PANW) Holdings Boosted by Diversified Trust Co

Palo Alto Networks, Inc. (NASDAQ:PANW) Holdings Boosted by Diversified Trust Co

Diversified Trust Co grew its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Get Rating) by 14.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Philip Morris International Inc. (NYSE:PM) Shares Bought by Diversified Trust Co

Philip Morris International Inc. (NYSE:PM) Shares Bought by Diversified Trust Co

Diversified Trust Co lifted its position in shares of Philip Morris International Inc. (NYSE:PM – Get Rating) by 7.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Merck & Co., Inc. (NYSE:MRK) Shares Sold by Valicenti Advisory Services Inc.

Merck & Co., Inc. (NYSE:MRK) Shares Sold by Valicenti Advisory Services Inc.

Valicenti Advisory Services Inc. cut its holdings in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 6.1% 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 Papp L Roy & Associates Sells 403 Shares of Merck & Co., Inc. (NYSE:MRK)

Papp L Roy & Associates Sells 403 Shares of Merck & Co., Inc. (NYSE:MRK)

Papp L Roy & Associates lowered its stake in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 4.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 9,468 shares of the company’s... More of this article »
Image for Carmel Capital Partners LLC Reduces Position in Pfizer Inc. (NYSE:PFE)

Carmel Capital Partners LLC Reduces Position in Pfizer Inc. (NYSE:PFE)

Carmel Capital Partners LLC reduced its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 37.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Visa Inc. (NYSE:V) Holdings Cut by Chronos Wealth Management LLC

Visa Inc. (NYSE:V) Holdings Cut by Chronos Wealth Management LLC

Chronos Wealth Management LLC cut its position in shares of Visa Inc. (NYSE:V – Get Rating) by 0.2% 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 Carmel Capital Partners LLC Grows Stock Position in Merck & Co., Inc. (NYSE:MRK)

Carmel Capital Partners LLC Grows Stock Position in Merck & Co., Inc. (NYSE:MRK)

Carmel Capital Partners LLC raised its holdings in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 11.5% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,248 shares... More of this article »
Image for Zhang Financial LLC Lowers Stock Holdings in Chevron Co. (NYSE:CVX)

Zhang Financial LLC Lowers Stock Holdings in Chevron Co. (NYSE:CVX)

Zhang Financial LLC trimmed its holdings in shares of Chevron Co. (NYSE:CVX – Get Rating) by 3.9% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,494 shares of the oil and gas company’s... More of this article »
Image for Armstrong Advisory Group Inc. Makes New Investment in Morgan Stanley (NYSE:MS)

Armstrong Advisory Group Inc. Makes New Investment in Morgan Stanley (NYSE:MS)

Armstrong Advisory Group Inc. acquired a new position in shares of Morgan Stanley (NYSE:MS – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 1,255 shares of the... More of this article »
Image for Ollie’s Bargain Outlet (NASDAQ:OLLI) Posts  Earnings Results, Beats Expectations By $0.04 EPS

Ollie’s Bargain Outlet (NASDAQ:OLLI) Posts Earnings Results, Beats Expectations By $0.04 EPS

Ollie’s Bargain Outlet (NASDAQ:OLLI – Get Rating) announced its quarterly earnings data on Wednesday. The company reported $0.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.80 by $0.04,... More of this article »
Image for Ollie’s Bargain Outlet (NASDAQ:OLLI) Announces Quarterly  Earnings Results

Ollie’s Bargain Outlet (NASDAQ:OLLI) Announces Quarterly Earnings Results

Ollie’s Bargain Outlet (NASDAQ:OLLI – Get Rating) announced its quarterly earnings results on Wednesday. The company reported $0.84 earnings per share for the quarter, beating analysts’ consensus estimates of $0.80... More of this article »
Image for Ollie’s Bargain Outlet (NASDAQ:OLLI) Announces Quarterly  Earnings Results, Beats Estimates By $0.04 EPS

Ollie’s Bargain Outlet (NASDAQ:OLLI) Announces Quarterly Earnings Results, Beats Estimates By $0.04 EPS

Ollie’s Bargain Outlet (NASDAQ:OLLI – Get Rating) posted its quarterly earnings results on Wednesday. The company reported $0.84 earnings per share for the quarter, beating the consensus estimate of $0.80 by $0.04, Briefing.com... More of this article »
Image for Essex Savings Bank Grows Holdings in The Estée Lauder Companies Inc. (NYSE:EL)

Essex Savings Bank Grows Holdings in The Estée Lauder Companies Inc. (NYSE:EL)

Essex Savings Bank grew its holdings in shares of The Estée Lauder Companies Inc. (NYSE:EL – Get Rating) by 10.2% in 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 Czech National Bank Raises Stake in Corteva, Inc. (NYSE:CTVA)

Czech National Bank Raises Stake in Corteva, Inc. (NYSE:CTVA)

Czech National Bank boosted its holdings in shares of Corteva, Inc. (NYSE:CTVA – Get Rating) by 0.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 83,695 shares of the company’s... More of this article »
Image for First Heartland Consultants Inc. Has $1.54 Million Position in Alphabet Inc. (NASDAQ:GOOG)

First Heartland Consultants Inc. Has $1.54 Million Position in Alphabet Inc. (NASDAQ:GOOG)

First Heartland Consultants Inc. lessened its position in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 33.1% in 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 Keel Point LLC Buys 57 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

Keel Point LLC Buys 57 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

Keel Point LLC increased its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Get Rating) by 5.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »