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Red Spruce Capital LLC Makes New $498,000 Investment in Verizon Communications Inc. (NYSE:VZ)

Red Spruce Capital LLC bought a new position in Verizon Communications Inc. (NYSE:VZ) during the 4th quarter, Holdings Channel reports. The institutional investor bought 8,118 shares of the cell phone carrier’s stock, valued at approximately $498,000. A number of other hedge funds and other institutional investors have also recently bought and sold shares of VZ. Kanawha Capital Management LLC increased its holdings in shares of Verizon Communications by 0.8% in the 2nd quarter. Kanawha Capital Management LLC now owns 167,032 shares of... 
 

Red Spruce Capital LLC Acquires New Shares in Exxon Mobil Co. (NYSE:XOM)

Red Spruce Capital LLC bought a new position in shares of Exxon Mobil Co. (NYSE:XOM) in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 11,650 shares of the oil and gas company’s stock, valued at approximately $813,000. Other hedge funds have also recently added to or reduced their stakes in the company. Marquette Asset Management LLC increased its holdings in Exxon Mobil by 35.0% during the 3rd quarter. Marquette Asset Management LLC now owns 578 shares of the oil... 
 

Wedge Capital Management L L P NC Acquires New Holdings in Prestige Consumer Healthcare Inc (NYSE:PBH)

Wedge Capital Management L L P NC acquired a new stake in Prestige Consumer Healthcare Inc (NYSE:PBH) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 218,072 shares of the company’s stock, valued at approximately $8,832,000. A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Oppenheimer Asset Management Inc. grew its position in Prestige Consumer Healthcare by 113.6% in the 3rd quarter. Oppenheimer Asset... 
 

Wedge Capital Management L L P NC Has $10.51 Million Stock Position in Bancorpsouth Bank (NYSE:BXS)

Wedge Capital Management L L P NC reduced its position in Bancorpsouth Bank (NYSE:BXS) by 1.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 334,588 shares of the bank’s stock after selling 4,419 shares during the period. Wedge Capital Management L L P NC’s holdings in Bancorpsouth Bank were worth $10,509,000 as of its most recent filing with the SEC. A number of other large investors have also recently modified their holdings of BXS. Point72 Asset Management L.P. acquired a new stake in Bancorpsouth... 
 

Wedge Capital Management L L P NC Sells 15,174 Shares of F.N.B. Corp (NYSE:FNB)

Wedge Capital Management L L P NC cut its holdings in shares of F.N.B. Corp (NYSE:FNB) by 1.9% in the 4th quarter, HoldingsChannel reports. The fund owned 773,694 shares of the bank’s stock after selling 15,174 shares during the period. Wedge Capital Management L L P NC’s holdings in F.N.B. were worth $9,826,000 as of its most recent SEC filing. Several other large investors have also bought and sold shares of the company. BlackRock Inc. increased its position in shares of F.N.B. by 0.5% during the second quarter. BlackRock Inc. now... 
 

Wedge Capital Management L L P NC Sells 4,175 Shares of OceanFirst Financial Corp. (NASDAQ:OCFC)

Wedge Capital Management L L P NC trimmed its position in shares of OceanFirst Financial Corp. (NASDAQ:OCFC) by 1.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 387,942 shares of the savings and loans company’s stock after selling 4,175 shares during the period. Wedge Capital Management L L P NC’s holdings in OceanFirst Financial were worth $9,908,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds... 
 

Quanta Services Inc (NYSE:PWR) Shares Sold by Wedge Capital Management L L P NC

Wedge Capital Management L L P NC trimmed its holdings in shares of Quanta Services Inc (NYSE:PWR) by 1.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 293,458 shares of the construction company’s stock after selling 3,201 shares during the quarter. Wedge Capital Management L L P NC’s holdings in Quanta Services were worth $11,947,000 at the end of the most recent reporting period. Several other large investors have also modified their holdings of PWR. Usca... 
 

Wedge Capital Management L L P NC Sells 17,806 Shares of SYSCO Co. (NYSE:SYY)

Wedge Capital Management L L P NC cut its holdings in shares of SYSCO Co. (NYSE:SYY) by 11.1% during the 4th quarter, Holdings Channel reports. The firm owned 143,144 shares of the company’s stock after selling 17,806 shares during the period. Wedge Capital Management L L P NC’s holdings in SYSCO were worth $12,245,000 as of its most recent filing with the Securities and Exchange Commission. Several other institutional investors and hedge funds have also made changes to their positions in SYY. Neo Ivy Capital Management bought a new... 
 

Wedge Capital Management L L P NC Sells 4,834 Shares of Belden Inc. (NYSE:BDC)

Wedge Capital Management L L P NC reduced its stake in Belden Inc. (NYSE:BDC) by 2.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 234,564 shares of the industrial products company’s stock after selling 4,834 shares during the period. Wedge Capital Management L L P NC’s holdings in Belden were worth $12,901,000 as of its most recent SEC filing. A number of other institutional investors and hedge funds also recently bought and... 
 

Equinix Inc (NASDAQ:EQIX) Shares Acquired by Wedge Capital Management L L P NC

Wedge Capital Management L L P NC increased its stake in Equinix Inc (NASDAQ:EQIX) by 0.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 23,317 shares of the financial services provider’s stock after buying an additional 90 shares during the quarter. Wedge Capital Management L L P NC’s holdings in Equinix were worth $13,610,000 as of its most recent filing with the SEC. Several other hedge funds also recently bought and sold shares of the company. Calamos... 
 

Wedge Capital Management L L P NC Buys 4,970 Shares of Southwest Airlines Co (NYSE:LUV)

Wedge Capital Management L L P NC raised its stake in shares of Southwest Airlines Co (NYSE:LUV) by 1.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 260,622 shares of the airline’s stock after buying an additional 4,970 shares during the period. Wedge Capital Management L L P NC’s holdings in Southwest Airlines were worth $14,068,000 at the end of the most recent quarter. Other hedge funds and other institutional... 
 

Wedge Capital Management L L P NC Decreases Position in Emerson Electric Co. (NYSE:EMR)

Wedge Capital Management L L P NC trimmed its stake in Emerson Electric Co. (NYSE:EMR) by 3.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 200,890 shares of the industrial products company’s stock after selling 8,135 shares during the quarter. Wedge Capital Management L L P NC’s holdings in Emerson Electric were worth $15,320,000 at the end of the most recent quarter. Other hedge funds and other institutional investors also recently added... 
 

Wedge Capital Management L L P NC Reduces Stake in Liberty Broadband Corp Series C (NASDAQ:LBRDK)

Wedge Capital Management L L P NC lowered its position in Liberty Broadband Corp Series C (NASDAQ:LBRDK) by 8.9% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 122,296 shares of the company’s stock after selling 11,963 shares during the period. Wedge Capital Management L L P NC’s holdings in Liberty Broadband Corp Series C were worth $15,379,000 as of its most recent filing with the Securities & Exchange Commission. A number of other hedge funds and other institutional investors have... 
 

Wedge Capital Management L L P NC Sells 16,338 Shares of BP plc (NYSE:BP)

Wedge Capital Management L L P NC decreased its stake in BP plc (NYSE:BP) by 3.6% during the 4th quarter, HoldingsChannel.com reports. The fund owned 436,368 shares of the oil and gas exploration company’s stock after selling 16,338 shares during the period. Wedge Capital Management L L P NC’s holdings in BP were worth $16,469,000 as of its most recent filing with the SEC. A number of other hedge funds also recently made changes to their positions in BP. Millennium Management LLC raised its position in BP by 659.1% in the third quarter.... 
 

Wedge Capital Management L L P NC Invests $17.08 Million in Upland Software Inc (NASDAQ:UPLD)

Wedge Capital Management L L P NC acquired a new position in Upland Software Inc (NASDAQ:UPLD) during the 4th quarter, Holdings Channel reports. The firm acquired 478,248 shares of the software maker’s stock, valued at approximately $17,078,000. Several other large investors have also modified their holdings of UPLD. Tower Research Capital LLC TRC raised its stake in Upland Software by 57.1% during the 3rd quarter. Tower Research Capital LLC TRC now owns 1,420 shares of the software maker’s stock worth $50,000 after acquiring an additional... 
 

Comprehensive Portfolio Management LLC Reduces Holdings in SPDR Wells Fargo Preferred Stock ETF (NYSEARCA:PSK)

Comprehensive Portfolio Management LLC decreased its position in shares of SPDR Wells Fargo Preferred Stock ETF (NYSEARCA:PSK) by 4.8% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 9,350 shares of the company’s stock after selling 470 shares during the quarter. Comprehensive Portfolio Management LLC’s holdings in SPDR Wells Fargo Preferred Stock ETF were worth $411,000 as of its most recent filing with the SEC. Other hedge funds have also recently modified their holdings... 
 

Comprehensive Portfolio Management LLC Boosts Stock Position in United Technologies Co. (NYSE:UTX)

Comprehensive Portfolio Management LLC grew its stake in United Technologies Co. (NYSE:UTX) by 13.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,995 shares of the conglomerate’s stock after purchasing an additional 365 shares during the period. Comprehensive Portfolio Management LLC’s holdings in United Technologies were worth $448,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other... 
 

Comprehensive Portfolio Management LLC Has $479,000 Stake in Mcdonald’s Corp (NYSE:MCD)

Comprehensive Portfolio Management LLC grew its stake in Mcdonald’s Corp (NYSE:MCD) by 12.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,422 shares of the fast-food giant’s stock after buying an additional 272 shares during the period. Comprehensive Portfolio Management LLC’s holdings in Mcdonald’s were worth $479,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other large investors have also added to or reduced their stakes in MCD. Salomon & Ludwin... 
 

Comprehensive Portfolio Management LLC Has $1.32 Million Stake in iShares Core MSCI EAFE ETF (BATS:IEFA)

Comprehensive Portfolio Management LLC increased its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA) by 5.5% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 20,254 shares of the company’s stock after purchasing an additional 1,053 shares during the period. Comprehensive Portfolio Management LLC’s holdings in iShares Core MSCI EAFE ETF were worth $1,321,000 as of its most recent SEC filing. Other institutional investors and hedge funds have also recently modified their holdings... 
 

Visa Inc (NYSE:V) Shares Sold by Comprehensive Portfolio Management LLC

Comprehensive Portfolio Management LLC reduced its stake in Visa Inc (NYSE:V) by 10.9% during the 4th quarter, Holdings Channel reports. The fund owned 5,721 shares of the credit-card processor’s stock after selling 700 shares during the quarter. Comprehensive Portfolio Management LLC’s holdings in Visa were worth $1,075,000 as of its most recent SEC filing. Several other hedge funds and other institutional investors also recently made changes to their positions in V. Selective Wealth Management Inc. purchased a new position in shares... 
 

Comprehensive Portfolio Management LLC Sells 168 Shares of Norfolk Southern Corp. (NYSE:NSC)

Comprehensive Portfolio Management LLC decreased its holdings in Norfolk Southern Corp. (NYSE:NSC) by 2.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,650 shares of the railroad operator’s stock after selling 168 shares during the period. Comprehensive Portfolio Management LLC’s holdings in Norfolk Southern were worth $1,485,000 at the end of the most recent quarter. Several other institutional investors have also recently bought and sold shares of... 
 

Comprehensive Portfolio Management LLC Raises Stake in iShares Core MSCI Europe ETF (NYSEARCA:IEUR)

Comprehensive Portfolio Management LLC grew its stake in shares of iShares Core MSCI Europe ETF (NYSEARCA:IEUR) by 3.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 63,543 shares of the company’s stock after purchasing an additional 1,854 shares during the period. iShares Core MSCI Europe ETF makes up about 0.5% of Comprehensive Portfolio Management LLC’s holdings, making the stock its 23rd largest position. Comprehensive Portfolio Management LLC’s holdings in... 
 

Leicht Financial Planning & Wealth Management Inc. Has $246,000 Stock Holdings in Invesco S&P 500 Equal Weight Health Care ETF (NYSEARCA:RYH)

Leicht Financial Planning & Wealth Management Inc. cut its position in Invesco S&P 500 Equal Weight Health Care ETF (NYSEARCA:RYH) by 18.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,109 shares of the company’s stock after selling 253 shares during the period. Leicht Financial Planning & Wealth Management Inc.’s holdings in Invesco S&P 500 Equal Weight Health Care ETF were worth $246,000 at the end of the most recent... 
 

Leicht Financial Planning & Wealth Management Inc. Sells 1,119 Shares of Vanguard Value ETF (NYSEARCA:VTV)

Leicht Financial Planning & Wealth Management Inc. trimmed its position in shares of Vanguard Value ETF (NYSEARCA:VTV) by 16.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,752 shares of the company’s stock after selling 1,119 shares during the period. Leicht Financial Planning & Wealth Management Inc.’s holdings in Vanguard Value ETF were worth $689,000 as of its most recent SEC filing. Several other large investors have also... 
 

Leicht Financial Planning & Wealth Management Inc. Has $1.14 Million Stake in Pimco Total Return ETF (NYSEARCA:BOND)

Leicht Financial Planning & Wealth Management Inc. decreased its position in Pimco Total Return ETF (NYSEARCA:BOND) by 40.6% during the 4th quarter, Holdings Channel.com reports. The firm owned 10,572 shares of the exchange traded fund’s stock after selling 7,228 shares during the period. Leicht Financial Planning & Wealth Management Inc.’s holdings in Pimco Total Return ETF were worth $1,140,000 as of its most recent filing with the Securities and Exchange Commission. Several other institutional investors have also recently... 
 

Vanguard Short-Term Government Bond ETF (NASDAQ:VGSH) Shares Sold by Leicht Financial Planning & Wealth Management Inc.

Leicht Financial Planning & Wealth Management Inc. lowered its stake in Vanguard Short-Term Government Bond ETF (NASDAQ:VGSH) by 57.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 31,493 shares of the company’s stock after selling 41,780 shares during the quarter. Vanguard Short-Term Government Bond ETF comprises about 1.7% of Leicht Financial Planning & Wealth Management Inc.’s portfolio, making the stock its 20th biggest holding. Leicht... 
 

Invesco BulletShares 2021 Corporate Bond ETF (NYSEARCA:BSCL) Shares Sold by Leicht Financial Planning & Wealth Management Inc.

Leicht Financial Planning & Wealth Management Inc. cut its stake in shares of Invesco BulletShares 2021 Corporate Bond ETF (NYSEARCA:BSCL) by 44.5% during the 4th quarter, HoldingsChannel.com reports. The fund owned 89,415 shares of the company’s stock after selling 71,568 shares during the period. Invesco BulletShares 2021 Corporate Bond ETF makes up approximately 1.7% of Leicht Financial Planning & Wealth Management Inc.’s holdings, making the stock its 21st biggest holding. Leicht Financial Planning & Wealth Management... 
 

Leicht Financial Planning & Wealth Management Inc. Buys 29,842 Shares of iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Leicht Financial Planning & Wealth Management Inc. lifted its stake in iShares Edge MSCI Min Vol USA ETF (BATS:USMV) by 37.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 108,965 shares of the company’s stock after acquiring an additional 29,842 shares during the quarter. iShares Edge MSCI Min Vol USA ETF makes up approximately 6.5% of Leicht Financial Planning & Wealth Management Inc.’s investment portfolio, making the stock its 2nd largest position.... 
 

Bell & Brown Wealth Advisors LLC Acquires 4,300 Shares of LyondellBasell Industries NV (NYSE:LYB)

Bell & Brown Wealth Advisors LLC boosted its holdings in shares of LyondellBasell Industries NV (NYSE:LYB) by 56.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,975 shares of the specialty chemicals company’s stock after purchasing an additional 4,300 shares during the period. Bell & Brown Wealth Advisors LLC’s holdings in LyondellBasell Industries were worth $1,099,000 as of its most recent SEC filing. A number of other... 
 

Kimberly Clark Corp (NYSE:KMB) Stake Boosted by Bell & Brown Wealth Advisors LLC

Bell & Brown Wealth Advisors LLC grew its stake in shares of Kimberly Clark Corp (NYSE:KMB) by 2.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,298 shares of the company’s stock after purchasing an additional 236 shares during the quarter. Bell & Brown Wealth Advisors LLC’s holdings in Kimberly Clark were worth $1,177,000 as of its most recent SEC filing. Several other large investors also recently bought and sold shares of KMB. BlackRock Inc.... 
 

Bell & Brown Wealth Advisors LLC Reduces Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Bell & Brown Wealth Advisors LLC trimmed its position in shares of PepsiCo, Inc. (NASDAQ:PEP) by 8.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 10,766 shares of the company’s stock after selling 990 shares during the quarter. Bell & Brown Wealth Advisors LLC’s holdings in PepsiCo were worth $1,495,000 as of its most recent filing with the SEC. Several other institutional investors and hedge funds have also recently modified their holdings of PEP. Vista Private... 
 

Bell & Brown Wealth Advisors LLC Decreases Holdings in General Motors (NYSE:GM)

Bell & Brown Wealth Advisors LLC lessened its stake in shares of General Motors (NYSE:GM) (TSE:GMM.U) by 2.9% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 50,614 shares of the auto manufacturer’s stock after selling 1,526 shares during the period. Bell & Brown Wealth Advisors LLC’s holdings in General Motors were worth $1,772,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors also recently bought and sold shares of the stock.... 
 

Bell & Brown Wealth Advisors LLC Sells 460 Shares of Williams-Sonoma, Inc. (NYSE:WSM)

Bell & Brown Wealth Advisors LLC reduced its position in shares of Williams-Sonoma, Inc. (NYSE:WSM) by 2.0% in the fourth quarter, Holdings Channel reports. The fund owned 22,080 shares of the specialty retailer’s stock after selling 460 shares during the quarter. Bell & Brown Wealth Advisors LLC’s holdings in Williams-Sonoma were worth $1,677,000 at the end of the most recent reporting period. Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Gradient Investments... 
 

Bell & Brown Wealth Advisors LLC Boosts Stock Position in Pfizer Inc. (NYSE:PFE)

Bell & Brown Wealth Advisors LLC grew its holdings in Pfizer Inc. (NYSE:PFE) by 1.9% in the fourth quarter, Holdings Channel reports. The institutional investor owned 48,092 shares of the biopharmaceutical company’s stock after acquiring an additional 893 shares during the quarter. Pfizer accounts for 1.5% of Bell & Brown Wealth Advisors LLC’s holdings, making the stock its 27th largest holding. Bell & Brown Wealth Advisors LLC’s holdings in Pfizer were worth $1,953,000 as of its most recent filing with the Securities... 
 

Nike Inc (NYSE:NKE) Shares Sold by Bell & Brown Wealth Advisors LLC

Bell & Brown Wealth Advisors LLC lessened its stake in shares of Nike Inc (NYSE:NKE) by 2.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,638 shares of the footwear maker’s stock after selling 438 shares during the quarter. Nike accounts for 1.4% of Bell & Brown Wealth Advisors LLC’s investment portfolio, making the stock its 28th biggest position. Bell & Brown Wealth Advisors LLC’s holdings... 
 

Bell & Brown Wealth Advisors LLC Sells 92 Shares of Goldman Sachs Group Inc (NYSE:GS)

Bell & Brown Wealth Advisors LLC lowered its stake in shares of Goldman Sachs Group Inc (NYSE:GS) by 0.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 9,606 shares of the investment management company’s stock after selling 92 shares during the quarter. Goldman Sachs Group makes up about 1.8% of Bell & Brown Wealth Advisors LLC’s investment portfolio, making the stock its 21st biggest position. Bell & Brown Wealth Advisors LLC’s holdings in Goldman Sachs Group were worth $2,366,000 at... 
 

Bell & Brown Wealth Advisors LLC Has $2.24 Million Position in Amgen, Inc. (NASDAQ:AMGN)

Bell & Brown Wealth Advisors LLC lowered its stake in shares of Amgen, Inc. (NASDAQ:AMGN) by 2.4% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 9,288 shares of the medical research company’s stock after selling 225 shares during the period. Amgen makes up 1.7% of Bell & Brown Wealth Advisors LLC’s investment portfolio, making the stock its 24th biggest holding. Bell & Brown Wealth Advisors LLC’s holdings in Amgen were worth $2,238,000 as of its most recent filing with... 
 

Facebook, Inc. (NASDAQ:FB) Shares Bought by Arlington Partners LLC

Arlington Partners LLC raised its stake in Facebook, Inc. (NASDAQ:FB) by 20.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,200 shares of the social networking company’s stock after acquiring an additional 200 shares during the period. Arlington Partners LLC’s holdings in Facebook were worth $246,000 as of its most recent SEC filing. A number of other hedge funds also recently modified their holdings of the business. Cavalier Investments... 
 

Arlington Partners LLC Purchases 175 Shares of Visa Inc (NYSE:V)

Arlington Partners LLC raised its position in shares of Visa Inc (NYSE:V) by 8.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,349 shares of the credit-card processor’s stock after purchasing an additional 175 shares during the quarter. Arlington Partners LLC’s holdings in Visa were worth $441,000 as of its most recent SEC filing. Other institutional investors have also recently added to or reduced their stakes in the company. Selective Wealth... 
 

Hanlon Investment Management Inc. Makes New Investment in Verizon Communications Inc. (NYSE:VZ)

Hanlon Investment Management Inc. acquired a new position in shares of Verizon Communications Inc. (NYSE:VZ) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,427 shares of the cell phone carrier’s stock, valued at approximately $210,000. A number of other institutional investors and hedge funds have also added to or reduced their stakes in the business. Kanawha Capital Management LLC grew its stake in shares of Verizon... 
 

Merck & Co., Inc. (NYSE:MRK) is Buckley Wealth Management LLC’s 9th Largest Position

Buckley Wealth Management LLC trimmed its position in Merck & Co., Inc. (NYSE:MRK) by 0.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 76,670 shares of the company’s stock after selling 257 shares during the quarter. Merck & Co., Inc. accounts for 3.2% of Buckley Wealth Management LLC’s holdings, making the stock its 9th largest holding. Buckley Wealth Management LLC’s holdings in Merck & Co., Inc. were worth $6,973,000 at the end of the... 
 

AT&T Inc. (NYSE:T) Stake Decreased by Buckley Wealth Management LLC

Buckley Wealth Management LLC lessened its holdings in shares of AT&T Inc. (NYSE:T) by 0.9% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 157,854 shares of the technology company’s stock after selling 1,362 shares during the quarter. AT&T accounts for 2.8% of Buckley Wealth Management LLC’s investment portfolio, making the stock its 12th biggest position. Buckley Wealth Management LLC’s holdings in AT&T were worth $6,169,000 at the end of the most recent quarter. Several... 
 

AT&T Inc. (NYSE:T) Shares Sold by Lawson Kroeker Investment Management Inc. NE

Lawson Kroeker Investment Management Inc. NE cut its holdings in AT&T Inc. (NYSE:T) by 4.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 23,414 shares of the technology company’s stock after selling 1,000 shares during the period. Lawson Kroeker Investment Management Inc. NE’s holdings in AT&T were worth $915,000 at the end of the most recent reporting period. Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Nuveen... 
 

Chevron Co. (NYSE:CVX) Shares Sold by Lawson Kroeker Investment Management Inc. NE

Lawson Kroeker Investment Management Inc. NE lowered its position in shares of Chevron Co. (NYSE:CVX) by 1.1% during the fourth quarter, Holdings Channel reports. The fund owned 38,905 shares of the oil and gas company’s stock after selling 451 shares during the quarter. Chevron makes up approximately 1.7% of Lawson Kroeker Investment Management Inc. NE’s investment portfolio, making the stock its 23rd biggest position. Lawson Kroeker Investment Management Inc. NE’s holdings in Chevron were worth $4,688,000 at the end of the... 
 

Alpine Global Management LLC Invests $452,000 in OceanFirst Financial Corp. (NASDAQ:OCFC)

Alpine Global Management LLC purchased a new position in shares of OceanFirst Financial Corp. (NASDAQ:OCFC) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 17,680 shares of the savings and loans company’s stock, valued at approximately $452,000. Other large investors have also recently added to or reduced their stakes in the company. Bank of New York Mellon Corp raised its stake in shares of OceanFirst Financial by 5.2% during the 2nd quarter. Bank... 
 

Alpine Global Management LLC Takes $447,000 Position in Alector Inc (NASDAQ:ALEC)

Alpine Global Management LLC purchased a new position in shares of Alector Inc (NASDAQ:ALEC) during the fourth quarter, Holdings Channel reports. The firm purchased 25,947 shares of the company’s stock, valued at approximately $447,000. Other large investors also recently modified their holdings of the company. Metropolitan Life Insurance Co NY acquired a new stake in Alector during the third quarter worth approximately $150,000. California Public Employees Retirement System acquired a new stake in Alector during the third quarter worth... 
 

Alpine Global Management LLC Makes New Investment in Northwest Natural Holding Co (NYSE:NWN)

Alpine Global Management LLC bought a new position in shares of Northwest Natural Holding Co (NYSE:NWN) in the 4th quarter, Holdings Channel reports. The institutional investor bought 6,162 shares of the utilities provider’s stock, valued at approximately $454,000. A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. 6 Meridian lifted its stake in Northwest Natural by 8.2% during the fourth quarter. 6 Meridian now owns 11,856 shares of the utilities provider’s... 
 

Alpine Global Management LLC Acquires New Stake in Smartsheet Inc (NYSE:SMAR)

Alpine Global Management LLC acquired a new stake in Smartsheet Inc (NYSE:SMAR) during the fourth quarter, HoldingsChannel reports. The fund acquired 10,537 shares of the company’s stock, valued at approximately $473,000. A number of other large investors have also recently bought and sold shares of the stock. First Trust Advisors LP grew its position in Smartsheet by 0.4% in the 1st quarter. First Trust Advisors LP now owns 86,589 shares of the company’s stock valued at $3,532,000 after buying an additional 318 shares during the... 
 

Alpine Global Management LLC Takes Position in United Therapeutics Co. (NASDAQ:UTHR)

Alpine Global Management LLC purchased a new stake in United Therapeutics Co. (NASDAQ:UTHR) in the fourth quarter, Holdings Channel reports. The institutional investor purchased 5,389 shares of the biotechnology company’s stock, valued at approximately $475,000. Other institutional investors and hedge funds have also recently made changes to their positions in the company. Quadrant Capital Group LLC lifted its stake in shares of United Therapeutics by 61.2% in the 3rd quarter. Quadrant Capital Group LLC now owns 661 shares of the biotechnology... 
 

Alpine Global Management LLC Invests $501,000 in Church & Dwight Co., Inc. (NYSE:CHD)

Alpine Global Management LLC bought a new position in Church & Dwight Co., Inc. (NYSE:CHD) in the 4th quarter, Holdings Channel reports. The firm bought 7,127 shares of the company’s stock, valued at approximately $501,000. Several other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in shares of Church & Dwight by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 29,006,550 shares of the company’s stock worth $2,119,218,000 after acquiring... 
 
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