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Rossmore Private Capital Acquires 6,506 Shares of Facebook, Inc. (NASDAQ:FB)

Rossmore Private Capital grew its holdings in shares of Facebook, Inc. (NASDAQ:FB) by 55.3% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 18,266 shares of the social networking company’s stock after buying an additional 6,506 shares during the period. Facebook makes up 1.1% of Rossmore […]

Facebook, Inc. (NASDAQ:FB) Shares Acquired by Trillium Asset Management LLC

Trillium Asset Management LLC lifted its position in shares of Facebook, Inc. (NASDAQ:FB) by 17.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 57,240 shares of the social networking company’s stock after purchasing an additional 8,464 shares during […]

Financial Architects Inc Acquires 650 Shares of NVIDIA Co. (NASDAQ:NVDA)

Financial Architects Inc raised its position in NVIDIA Co. (NASDAQ:NVDA) by 89.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,377 shares of the computer hardware maker’s stock after purchasing an additional 650 shares during the quarter. Financial Architects Inc’s holdings in […]

Trillium Asset Management LLC Cuts Holdings in NVIDIA Co. (NASDAQ:NVDA)

Trillium Asset Management LLC decreased its holdings in NVIDIA Co. (NASDAQ:NVDA) by 15.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,256 shares of the computer hardware maker’s stock after selling 4,000 shares during the period. Trillium Asset Management LLC’s […]

WASHINGTON TRUST Co Makes New $300,000 Investment in Phillips 66 (NYSE:PSX)

WASHINGTON TRUST Co acquired a new position in Phillips 66 (NYSE:PSX) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 5,576 shares of the oil and gas company’s stock, valued at approximately $300,000. Other large investors have also made changes to their positions […]

Ieq Capital LLC Buys 17,761 Shares of Home Depot Inc (NYSE:HD)

Ieq Capital LLC lifted its stake in shares of Home Depot Inc (NYSE:HD) by 120.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 32,473 shares of the home improvement retailer’s stock after purchasing an additional 17,761 shares during the quarter. Ieq Capital LLC’s […]

Rossmore Private Capital Purchases 7,279 Shares of Home Depot Inc (NYSE:HD)

Rossmore Private Capital increased its position in shares of Home Depot Inc (NYSE:HD) by 59.6% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 19,500 shares of the home improvement retailer’s stock after buying an additional 7,279 shares during the quarter. Home Depot makes up 1.3% of Rossmore Private Capital’s investment portfolio, making […]

BlackRock, Inc. (NYSE:BLK) Stock Holdings Increased by Financial Architects Inc

Financial Architects Inc increased its holdings in BlackRock, Inc. (NYSE:BLK) by 548.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 532 shares of the asset manager’s stock after purchasing an additional 450 shares during the quarter. Financial Architects Inc’s holdings in BlackRock […]

BlackRock, Inc. (NYSE:BLK) Stock Position Lessened by AE Wealth Management LLC

AE Wealth Management LLC decreased its position in BlackRock, Inc. (NYSE:BLK) by 27.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,227 shares of the asset manager’s stock after selling 1,960 shares during the quarter. AE Wealth Management LLC’s […]

Financial Architects Inc Purchases 765 Shares of Chubb Ltd (NYSE:CB)

Financial Architects Inc lifted its position in shares of Chubb Ltd (NYSE:CB) by 51.8% during the 1st quarter, HoldingsChannel reports. The firm owned 2,242 shares of the financial services provider’s stock after acquiring an additional 765 shares during the period. Financial Architects Inc’s holdings in Chubb were worth $250,000 as of its most recent SEC […]

Shepherd Financial Partners LLC Cuts Stock Position in AT&T Inc. (NYSE:T)

Shepherd Financial Partners LLC lessened its stake in shares of AT&T Inc. (NYSE:T) by 54.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 24,758 shares of the technology company’s stock after selling 29,266 shares during the period. Shepherd Financial Partners LLC’s […]

Checchi Capital Advisers LLC Lowers Holdings in Home Depot Inc (NYSE:HD)

Checchi Capital Advisers LLC decreased its holdings in Home Depot Inc (NYSE:HD) by 3.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,211 shares of the home improvement retailer’s stock after selling 398 shares during the quarter. Checchi Capital Advisers LLC’s holdings […]

Private Capital Group LLC Has $173,000 Stake in 3M Co (NYSE:MMM)

Private Capital Group LLC boosted its holdings in shares of 3M Co (NYSE:MMM) by 85.5% in the first quarter, HoldingsChannel reports. The firm owned 1,269 shares of the conglomerate’s stock after acquiring an additional 585 shares during the period. Private Capital Group LLC’s holdings in 3M were worth $173,000 at the end of the most […]

WASHINGTON TRUST Co Takes $528,000 Position in O’Reilly Automotive Inc (NASDAQ:ORLY)

WASHINGTON TRUST Co purchased a new stake in O’Reilly Automotive Inc (NASDAQ:ORLY) in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 1,754 shares of the specialty retailer’s stock, valued at approximately $528,000. Other institutional investors and hedge funds have also recently made changes to […]

Buckingham Asset Management LLC Has $778,000 Holdings in FedEx Co. (NYSE:FDX)

Buckingham Asset Management LLC increased its stake in shares of FedEx Co. (NYSE:FDX) by 40.6% in the first quarter, Holdings Channel reports. The firm owned 6,419 shares of the shipping service provider’s stock after buying an additional 1,852 shares during the quarter. Buckingham Asset Management LLC’s holdings in FedEx were worth $778,000 at the end […]

Buckingham Asset Management LLC Purchases 676 Shares of Air Products & Chemicals, Inc. (NYSE:APD)

Buckingham Asset Management LLC increased its position in shares of Air Products & Chemicals, Inc. (NYSE:APD) by 37.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,478 shares of the basic materials company’s stock after purchasing an additional 676 shares during the […]

Analysts Set FedEx Co. (NYSE:FDX) PT at $145.10

Shares of FedEx Co. (NYSE:FDX) have earned a consensus recommendation of “Hold” from the twenty-nine ratings firms that are presently covering the firm, Marketbeat reports. Two equities research analysts have rated the stock with a sell recommendation, twelve have assigned a hold recommendation and thirteen have given a buy recommendation to the company. The average […]

Ieq Capital LLC Purchases 279 Shares of Cintas Co. (NASDAQ:CTAS)

Ieq Capital LLC boosted its stake in shares of Cintas Co. (NASDAQ:CTAS) by 18.4% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 1,797 shares of the business services provider’s stock after buying an additional 279 shares during the period. Ieq Capital LLC’s holdings in Cintas were […]

Ieq Capital LLC Has $377,000 Position in Chubb Ltd (NYSE:CB)

Ieq Capital LLC lessened its holdings in Chubb Ltd (NYSE:CB) by 10.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,367 shares of the financial services provider’s stock after selling 392 shares during the period. Ieq Capital LLC’s holdings in Chubb were worth […]

Checchi Capital Advisers LLC Has $241,000 Position in Cintas Co. (NASDAQ:CTAS)

Checchi Capital Advisers LLC lifted its stake in shares of Cintas Co. (NASDAQ:CTAS) by 21.8% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,390 shares of the business services provider’s stock after acquiring an additional 249 shares during the period. Checchi Capital Advisers LLC’s […]

Zurcher Kantonalbank Zurich Cantonalbank Acquires 83,301 Shares of Kinder Morgan Inc (NYSE:KMI)

Zurcher Kantonalbank Zurich Cantonalbank grew its holdings in Kinder Morgan Inc (NYSE:KMI) by 19.7% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 507,190 shares of the pipeline company’s stock after acquiring an additional 83,301 shares during the quarter. Zurcher Kantonalbank Zurich Cantonalbank’s […]

Securian Asset Management Inc Cuts Stake in L3Harris (NYSE:LHX)

Securian Asset Management Inc lowered its position in shares of L3Harris (NYSE:LHX) by 1.3% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 22,202 shares of the company’s stock after selling 284 shares during the quarter. Securian Asset Management Inc’s holdings in L3Harris were […]

Shepherd Financial Partners LLC Acquires 1,452 Shares of Procter & Gamble Co (NYSE:PG)

Shepherd Financial Partners LLC boosted its holdings in Procter & Gamble Co (NYSE:PG) by 27.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,815 shares of the company’s stock after acquiring an additional 1,452 shares during the quarter. Shepherd Financial Partners LLC’s holdings […]

Tiedemann Advisors LLC Invests $246,000 in Blackstone Group LP (NYSE:BX)

Tiedemann Advisors LLC purchased a new position in shares of Blackstone Group LP (NYSE:BX) in the first quarter, HoldingsChannel reports. The institutional investor purchased 5,400 shares of the asset manager’s stock, valued at approximately $246,000. Several other hedge funds have also modified their holdings of the company. Ayalon Holdings Ltd. increased its position in shares […]

Tiedemann Advisors LLC Buys New Stake in Waste Management, Inc. (NYSE:WM)

Tiedemann Advisors LLC bought a new stake in shares of Waste Management, Inc. (NYSE:WM) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 3,348 shares of the business services provider’s stock, valued at approximately $310,000. Several other hedge […]

Private Capital Group LLC Has $209,000 Stock Position in BlackRock, Inc. (NYSE:BLK)

Private Capital Group LLC grew its position in BlackRock, Inc. (NYSE:BLK) by 34.2% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 475 shares of the asset manager’s stock after buying an additional 121 shares during the period. Private Capital Group LLC’s holdings in BlackRock were worth $209,000 […]

Checchi Capital Advisers LLC Buys New Position in General Mills, Inc. (NYSE:GIS)

Checchi Capital Advisers LLC bought a new stake in General Mills, Inc. (NYSE:GIS) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 4,906 shares of the company’s stock, valued at approximately $259,000. A number of other institutional investors and hedge funds also recently bought and […]

WASHINGTON TRUST Co Has $76.92 Million Stock Position in Visa Inc (NYSE:V)

WASHINGTON TRUST Co lessened its stake in shares of Visa Inc (NYSE:V) by 1.2% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 477,409 shares of the credit-card processor’s stock after selling 5,612 shares during the quarter. Visa accounts for about 3.7% of […]

Private Capital Group LLC Increases Stock Position in DIGITAL RLTY TR/SH (NYSE:DLR)

Private Capital Group LLC lifted its holdings in shares of DIGITAL RLTY TR/SH (NYSE:DLR) by 15.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,153 shares of the real estate investment trust’s stock after acquiring an additional 151 shares […]

Verizon Communications Inc. (NYSE:VZ) Holdings Raised by AE Wealth Management LLC

AE Wealth Management LLC boosted its stake in Verizon Communications Inc. (NYSE:VZ) by 19.8% in the first quarter, Holdings Channel reports. The institutional investor owned 296,125 shares of the cell phone carrier’s stock after acquiring an additional 48,998 shares during the quarter. AE Wealth Management LLC’s holdings in Verizon Communications were worth $15,911,000 as of […]

Buckingham Asset Management LLC Buys 1,055 Shares of Mondelez International Inc (NASDAQ:MDLZ)

Buckingham Asset Management LLC boosted its holdings in shares of Mondelez International Inc (NASDAQ:MDLZ) by 8.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,121 shares of the company’s stock after buying an additional 1,055 shares during the quarter. […]

Checchi Capital Advisers LLC Purchases 7,870 Shares of AT&T Inc. (NYSE:T)

Checchi Capital Advisers LLC increased its stake in AT&T Inc. (NYSE:T) by 9.7% in the first quarter, Holdings Channel.com reports. The institutional investor owned 88,634 shares of the technology company’s stock after acquiring an additional 7,870 shares during the period. Checchi Capital Advisers LLC’s holdings in AT&T were worth $2,584,000 at the end of the […]

Buckingham Asset Management LLC Has $5.76 Million Stake in AT&T Inc. (NYSE:T)

Buckingham Asset Management LLC increased its stake in shares of AT&T Inc. (NYSE:T) by 24.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 197,448 shares of the technology company’s stock after buying an additional 38,373 shares during the quarter. Buckingham […]

Blackstone Group (NYSE:BX) PT Raised to $47.00 at Deutsche Bank

Blackstone Group (NYSE:BX) had its price target hoisted by equities research analysts at Deutsche Bank from $43.00 to $47.00 in a research report issued on Friday, BenzingaRatingsTable reports. The brokerage presently has a “hold” rating on the asset manager’s stock. Deutsche Bank’s price objective indicates a potential downside of 7.97% from the stock’s current price. […]

Bartlett & Co. LLC Buys Shares of 816,926 Intel Co. (NASDAQ:INTC)

Bartlett & Co. LLC bought a new stake in shares of Intel Co. (NASDAQ:INTC) in the first quarter, according to its most recent Form 13F filing with the SEC. The fund bought 816,926 shares of the chip maker’s stock, valued at approximately $44,212,000. Intel accounts for 1.3% of Bartlett & Co. LLC’s investment portfolio, making […]

WASHINGTON TRUST Co Cuts Stock Position in Enbridge Inc (NYSE:ENB)

WASHINGTON TRUST Co trimmed its holdings in shares of Enbridge Inc (NYSE:ENB) (TSE:ENB) by 37.1% in the first quarter, Holdings Channel reports. The firm owned 8,704 shares of the pipeline company’s stock after selling 5,136 shares during the period. WASHINGTON TRUST Co’s holdings in Enbridge were worth $254,000 as of its most recent SEC filing. […]

Ieq Capital LLC Has $468,000 Stake in Anthem Inc (NYSE:ANTM)

Ieq Capital LLC boosted its position in shares of Anthem Inc (NYSE:ANTM) by 35.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,063 shares of the company’s stock after acquiring an additional 536 shares during the period. Ieq Capital […]

Rossmore Private Capital Makes New $225,000 Investment in Regeneron Pharmaceuticals Inc (NASDAQ:REGN)

Rossmore Private Capital acquired a new position in shares of Regeneron Pharmaceuticals Inc (NASDAQ:REGN) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 460 shares of the biopharmaceutical company’s stock, valued at approximately $225,000. A number of other large […]

Zurcher Kantonalbank Zurich Cantonalbank Trims Stock Holdings in Cognizant Technology Solutions Corp (NASDAQ:CTSH)

Zurcher Kantonalbank Zurich Cantonalbank decreased its stake in Cognizant Technology Solutions Corp (NASDAQ:CTSH) by 7.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 132,663 shares of the information technology service provider’s stock after selling 10,437 shares during the […]

Bartlett & Co. LLC Takes $5.74 Million Position in Home Depot Inc (NYSE:HD)

Bartlett & Co. LLC acquired a new stake in Home Depot Inc (NYSE:HD) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 30,756 shares of the home improvement retailer’s stock, valued at approximately $5,742,000. Several other hedge funds and other institutional investors have also bought […]

General Mills, Inc. (NYSE:GIS) Shares Sold by Goelzer Investment Management Inc.

Goelzer Investment Management Inc. decreased its holdings in General Mills, Inc. (NYSE:GIS) by 32.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,880 shares of the company’s stock after selling 1,890 shares during the quarter. Goelzer Investment Management Inc.’s holdings in General […]

Private Capital Group LLC Has $1.79 Million Stake in Procter & Gamble Co (NYSE:PG)

Private Capital Group LLC boosted its holdings in shares of Procter & Gamble Co (NYSE:PG) by 20.2% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 16,288 shares of the company’s stock after purchasing an additional 2,740 shares during the period. Private Capital […]

Checchi Capital Advisers LLC Increases Position in Emerson Electric Co. (NYSE:EMR)

Checchi Capital Advisers LLC increased its stake in Emerson Electric Co. (NYSE:EMR) by 22.0% in the 1st quarter, Holdings Channel reports. The fund owned 7,267 shares of the industrial products company’s stock after buying an additional 1,310 shares during the quarter. Checchi Capital Advisers LLC’s holdings in Emerson Electric were worth $346,000 at the end […]

Buckingham Asset Management LLC Has $6.20 Million Stock Position in Procter & Gamble Co (NYSE:PG)

Buckingham Asset Management LLC grew its position in Procter & Gamble Co (NYSE:PG) by 1.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 56,339 shares of the company’s stock after buying an additional 914 shares during the period. Buckingham Asset Management LLC’s holdings in Procter & Gamble […]

Checchi Capital Advisers LLC Grows Stock Holdings in DIGITAL RLTY TR/SH (NYSE:DLR)

Checchi Capital Advisers LLC grew its holdings in DIGITAL RLTY TR/SH (NYSE:DLR) by 41.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,427 shares of the real estate investment trust’s stock after acquiring an additional 707 shares during the period. Checchi Capital Advisers […]

Goelzer Investment Management Inc. Lowers Stock Holdings in Visa Inc (NYSE:V)

Goelzer Investment Management Inc. trimmed its holdings in shares of Visa Inc (NYSE:V) by 0.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 23,770 shares of the credit-card processor’s stock after selling 213 shares during the period. Goelzer Investment Management Inc.’s holdings in Visa were worth $3,830,000 as of its most recent SEC […]

Bartlett & Co. LLC Makes New $6.84 Million Investment in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Bartlett & Co. LLC bought a new position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 45,537 shares of the company’s stock, valued at approximately $6,844,000. Bartlett & Co. LLC owned […]

Tiedemann Advisors LLC Has $12.71 Million Stock Position in Exxon Mobil Co. (NYSE:XOM)

Tiedemann Advisors LLC reduced its position in shares of Exxon Mobil Co. (NYSE:XOM) by 3.9% during the first quarter, Holdings Channel reports. The institutional investor owned 334,826 shares of the oil and gas company’s stock after selling 13,714 shares during the period. Exxon Mobil comprises about 0.8% of Tiedemann Advisors LLC’s portfolio, making the stock […]

Financial Architects Inc Raises Position in Home Depot Inc (NYSE:HD)

Financial Architects Inc grew its position in Home Depot Inc (NYSE:HD) by 36.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,515 shares of the home improvement retailer’s stock after acquiring an additional 1,201 shares during the period. Financial Architects […]

EOG Resources Inc (NYSE:EOG) Stock Holdings Increased by Trillium Asset Management LLC

Trillium Asset Management LLC lifted its stake in EOG Resources Inc (NYSE:EOG) by 8.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 95,290 shares of the energy exploration company’s stock after purchasing an additional 7,715 shares during the quarter. Trillium Asset Management […]