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Dowling & Yahnke LLC Purchases 1,346 Shares of Applied Materials, Inc. (NASDAQ:AMAT)

Dowling & Yahnke LLC grew its position in shares of Applied Materials, Inc. (NASDAQ:AMAT) by 2.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 47,108 shares of the manufacturing equipment provider’s stock after acquiring an additional 1,346 shares […]

Foster & Motley Inc. Raises Stock Holdings in Hartford Financial Services Group Inc (NYSE:HIG)

Foster & Motley Inc. raised its holdings in Hartford Financial Services Group Inc (NYSE:HIG) by 25.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 35,210 shares of the insurance provider’s stock after purchasing an additional 7,148 shares during the period. […]

Louisiana State Employees Retirement System Has $2.50 Million Position in U.S. Bancorp (NYSE:USB)

Louisiana State Employees Retirement System raised its holdings in shares of U.S. Bancorp (NYSE:USB) by 18.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 69,600 shares of the financial services provider’s stock after purchasing an additional 10,700 shares during the quarter. Louisiana […]

Pacer Advisors Inc. Sells 22,317 Shares of Raytheon Technologies Co. (NYSE:RTX)

Pacer Advisors Inc. cut its position in shares of Raytheon Technologies Co. (NYSE:RTX) by 18.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 101,124 shares of the company’s stock after selling 22,317 shares during the quarter. Pacer Advisors Inc.’s holdings in Raytheon Technologies […]

Pacer Advisors Inc. Sells 13,638 Shares of Colgate-Palmolive (NYSE:CL)

Pacer Advisors Inc. lessened its stake in Colgate-Palmolive (NYSE:CL) by 16.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 70,649 shares of the company’s stock after selling 13,638 shares during the quarter. Pacer Advisors Inc.’s holdings in Colgate-Palmolive were worth $5,451,000 as of its […]

Pacer Advisors Inc. Sells 6,329 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Pacer Advisors Inc. reduced its position in shares of Alphabet Inc. (NASDAQ:GOOGL) by 13.8% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 39,655 shares of the information services provider’s stock after selling 6,329 shares during the quarter. Alphabet comprises about 1.2% of Pacer […]

JJJ Advisors Inc. Boosts Holdings in Alphabet Inc. (NASDAQ:GOOGL)

JJJ Advisors Inc. raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL) by 160.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 156 shares of the information services provider’s stock after acquiring an additional 96 shares during the quarter. JJJ Advisors Inc.’s […]

Foster & Motley Inc. Boosts Holdings in Goldman Sachs Group Inc (NYSE:GS)

Foster & Motley Inc. increased its holdings in shares of Goldman Sachs Group Inc (NYSE:GS) by 22.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,562 shares of the investment management company’s stock after buying an additional 1,031 shares during […]

981 Shares in Alphabet Inc. (NASDAQ:GOOGL) Purchased by 6 Meridian

6 Meridian bought a new position in Alphabet Inc. (NASDAQ:GOOGL) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 981 shares of the information services provider’s stock, valued at approximately $1,438,000. A number of other institutional investors have also recently made changes to their […]

Dowling & Yahnke LLC Has $1.71 Million Position in Bank of New York Mellon Corp (NYSE:BK)

Dowling & Yahnke LLC reduced its holdings in Bank of New York Mellon Corp (NYSE:BK) by 4.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 49,713 shares of the bank’s stock after selling 2,373 shares during the period. Dowling & Yahnke LLC’s holdings […]

Alphabet Inc. (NASDAQ:GOOGL) Shares Purchased by Iowa State Bank

Iowa State Bank lifted its holdings in Alphabet Inc. (NASDAQ:GOOGL) by 3.2% during the third quarter, Holdings Channel reports. The fund owned 1,665 shares of the information services provider’s stock after buying an additional 52 shares during the quarter. Iowa State Bank’s holdings in Alphabet were worth $2,440,000 as of its most recent filing with […]

YorkBridge Wealth Partners LLC Buys 4,173 Shares of Kinder Morgan, Inc. (NYSE:KMI)

YorkBridge Wealth Partners LLC increased its stake in shares of Kinder Morgan, Inc. (NYSE:KMI) by 20.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 24,929 shares of the pipeline company’s stock after acquiring an additional 4,173 shares during the period. YorkBridge Wealth Partners LLC’s holdings in […]

Dowling & Yahnke LLC Sells 7,620 Shares of Walgreens Boots Alliance Inc (NASDAQ:WBA)

Dowling & Yahnke LLC lowered its stake in shares of Walgreens Boots Alliance Inc (NASDAQ:WBA) by 17.2% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 36,753 shares of the pharmacy operator’s stock after selling 7,620 shares during the period. Dowling & Yahnke LLC’s holdings in Walgreens Boots […]

YorkBridge Wealth Partners LLC Makes New $204,000 Investment in FedEx Co. (NYSE:FDX)

YorkBridge Wealth Partners LLC acquired a new stake in FedEx Co. (NYSE:FDX) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 813 shares of the shipping service provider’s stock, valued at approximately $204,000. Other institutional investors have also recently bought and […]

Violich Capital Management Inc. Purchases 608 Shares of Verizon Communications Inc. (NYSE:VZ)

Violich Capital Management Inc. increased its position in shares of Verizon Communications Inc. (NYSE:VZ) by 0.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 164,272 shares of the cell phone carrier’s stock after acquiring an additional 608 shares during […]

Verizon Communications Inc. (NYSE:VZ) Shares Sold by Cwm LLC

Cwm LLC trimmed its holdings in shares of Verizon Communications Inc. (NYSE:VZ) by 0.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 658,659 shares of the cell phone carrier’s stock after selling 3,958 shares during the quarter. Cwm LLC’s […]

Cadence Design Systems (NASDAQ:CDNS) Price Target Raised to $126.00

Cadence Design Systems (NASDAQ:CDNS) had its target price lifted by equities researchers at Needham & Company LLC from $115.00 to $126.00 in a report issued on Tuesday, Benzinga reports. The firm presently has a “buy” rating on the software maker’s stock. Needham & Company LLC’s price objective indicates a potential upside of 10.95% from the […]

National Bank (NYSE:NBHC) Stock Rating Upgraded by TheStreet

National Bank (NYSE:NBHC) was upgraded by TheStreet from a “c+” rating to a “b” rating in a research report issued to clients and investors on Friday, TheStreetRatingsTable reports. Several other research analysts have also weighed in on the stock. Zacks Investment Research raised shares of National Bank from a “hold” rating to a “buy” rating […]

Travelers Companies Inc Declares Quarterly Dividend of $0.85 (NYSE:TRV)

Travelers Companies Inc (NYSE:TRV) declared a quarterly dividend on Tuesday, October 20th, RTT News reports. Shareholders of record on Thursday, December 10th will be given a dividend of 0.85 per share by the insurance provider on Thursday, December 31st. This represents a $3.40 annualized dividend and a yield of 3.04%. Travelers Companies has increased its […]

Morgan Stanley Raises PPG Industries (NYSE:PPG) Price Target to $140.00

PPG Industries (NYSE:PPG) had its price objective boosted by investment analysts at Morgan Stanley from $120.00 to $140.00 in a note issued to investors on Tuesday, The Fly reports. The firm presently has an “equal weight” rating on the specialty chemicals company’s stock. Morgan Stanley’s target price indicates a potential upside of 4.23% from the […]

PPG Industries (NYSE:PPG) Updates Q4 2020 After-Hours Earnings Guidance

PPG Industries (NYSE:PPG) updated its fourth quarter 2020 After-Hours earnings guidance on Monday. The company provided earnings per share guidance of 1.50-1.57 for the period, compared to the Thomson Reuters consensus earnings per share estimate of $1.44. Several brokerages recently issued reports on PPG. Deutsche Bank Aktiengesellschaft upped their price target on shares of PPG […]

Cadence Design Systems (NASDAQ:CDNS) Issues Earnings Results, Beats Expectations By $0.09 EPS

Cadence Design Systems (NASDAQ:CDNS) posted its quarterly earnings data on Monday. The software maker reported $0.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.61 by $0.09, MarketWatch Earnings reports. Cadence Design Systems had a net margin of 41.74% and a return on equity of 50.84%. The business had revenue of […]

Dowling & Yahnke LLC Decreases Stake in TJX Companies Inc (NYSE:TJX)

Dowling & Yahnke LLC reduced its position in TJX Companies Inc (NYSE:TJX) by 1.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 49,249 shares of the apparel and home fashions retailer’s stock after selling 735 shares during the period. Dowling & […]

Farmers & Merchants Investments Inc. Sells 3,350 Shares of iShares MSCI EAFE ETF (NYSEARCA:EFA)

Farmers & Merchants Investments Inc. reduced its position in iShares MSCI EAFE ETF (NYSEARCA:EFA) by 9.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,085 shares of the exchange traded fund’s stock after selling 3,350 shares during the quarter. Farmers […]

Farmers & Merchants Investments Inc. Has $289,000 Stock Position in Vanguard Small-Cap Value Index Fund ETF Shares (NYSEARCA:VBR)

Farmers & Merchants Investments Inc. lowered its position in shares of Vanguard Small-Cap Value Index Fund ETF Shares (NYSEARCA:VBR) by 6.1% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,615 shares of the company’s stock after selling 170 shares during the quarter. Farmers & Merchants Investments […]

Comparing Cronos Group (CRON) and Its Competitors

Cronos Group (NASDAQ: CRON) is one of 33 public companies in the “Medicinals & botanicals” industry, but how does it contrast to its rivals? We will compare Cronos Group to similar businesses based on the strength of its dividends, valuation, risk, profitability, earnings, analyst recommendations and institutional ownership. Insider & Institutional Ownership 12.1% of Cronos […]

Pacer Advisors Inc. Reduces Stock Holdings in Citigroup Inc. (NYSE:C)

Pacer Advisors Inc. lowered its position in Citigroup Inc. (NYSE:C) by 18.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 143,483 shares of the company’s stock after selling 31,538 shares during the quarter. Pacer Advisors Inc.’s holdings in Citigroup were worth $6,186,000 […]

Vestmark Advisory Solutions Inc. Purchases 1,012 Shares of Duke Energy Co. (NYSE:DUK)

Vestmark Advisory Solutions Inc. boosted its position in shares of Duke Energy Co. (NYSE:DUK) by 5.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 20,249 shares of the utilities provider’s stock after acquiring an additional 1,012 shares during the period. Vestmark […]

Pacer Advisors Inc. Sells 25,179 Shares of Kraft Heinz Co (NASDAQ:KHC)

Pacer Advisors Inc. cut its position in Kraft Heinz Co (NASDAQ:KHC) by 10.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 214,010 shares of the company’s stock after selling 25,179 shares during the quarter. Pacer Advisors Inc.’s holdings […]

General Electric (NYSE:GE) Shares Sold by Farmers & Merchants Investments Inc.

Farmers & Merchants Investments Inc. reduced its stake in shares of General Electric (NYSE:GE) by 7.1% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 56,148 shares of the conglomerate’s stock after selling 4,290 shares during the period. Farmers & Merchants Investments Inc.’s holdings in General Electric were […]

Financial Review: Cronos Group (CRON) vs. The Competition

Cronos Group (NASDAQ: CRON) is one of 33 public companies in the “Medicinals & botanicals” industry, but how does it weigh in compared to its rivals? We will compare Cronos Group to similar companies based on the strength of its analyst recommendations, risk, institutional ownership, dividends, valuation, earnings and profitability. Valuation and Earnings This table […]

Patten Group Inc. Sells 378 Shares of The Procter & Gamble Company (NYSE:PG)

Patten Group Inc. reduced its stake in The Procter & Gamble Company (NYSE:PG) by 2.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,676 shares of the company’s stock after selling 378 shares during the quarter. Patten Group Inc.’s holdings in The Procter & […]

Aldebaran Financial Inc. Sells 326 Shares of The Procter & Gamble Company (NYSE:PG)

Aldebaran Financial Inc. reduced its holdings in The Procter & Gamble Company (NYSE:PG) by 1.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 20,781 shares of the company’s stock after selling 326 shares during the period. The Procter & […]

Pacer Advisors Inc. Trims Position in Lockheed Martin Co. (NYSE:LMT)

Pacer Advisors Inc. lessened its stake in shares of Lockheed Martin Co. (NYSE:LMT) by 17.6% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 17,410 shares of the aerospace company’s stock after selling 3,713 shares during the period. Pacer Advisors Inc.’s holdings […]

New Fortress Energy Inc. (NASDAQ:NFE) Receives $29.86 Consensus PT from Analysts

New Fortress Energy Inc. (NASDAQ:NFE) has received an average rating of “Buy” from the eleven ratings firms that are covering the stock, Marketbeat reports. Three equities research analysts have rated the stock with a hold rating, six have given a buy rating and one has issued a strong buy rating on the company. The average […]

Pacer Advisors Inc. Sells 5,185 Shares of Autodesk, Inc. (NASDAQ:ADSK)

Pacer Advisors Inc. lessened its holdings in Autodesk, Inc. (NASDAQ:ADSK) by 14.4% in the third quarter, Holdings Channel reports. The firm owned 30,785 shares of the software company’s stock after selling 5,185 shares during the period. Pacer Advisors Inc.’s holdings in Autodesk were worth $7,112,000 as of its most recent filing with the Securities and […]

Dowling & Yahnke LLC Has $1.50 Million Holdings in Illumina, Inc. (NASDAQ:ILMN)

Dowling & Yahnke LLC lifted its position in shares of Illumina, Inc. (NASDAQ:ILMN) by 42.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,861 shares of the life sciences company’s stock after buying an additional 1,448 shares during the […]

YorkBridge Wealth Partners LLC Sells 100 Shares of Medtronic plc (NYSE:MDT)

YorkBridge Wealth Partners LLC lessened its holdings in Medtronic plc (NYSE:MDT) by 3.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,256 shares of the medical technology company’s stock after selling 100 shares during the quarter. YorkBridge Wealth Partners LLC’s holdings in […]

Aptus Capital Advisors LLC Grows Stock Holdings in iShares S&P 500 ETF (NYSEARCA:IVV)

Aptus Capital Advisors LLC raised its stake in iShares S&P 500 ETF (NYSEARCA:IVV) by 71.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,761 shares of the company’s stock after buying an additional 1,146 shares during the period. Aptus Capital […]

Dowling & Yahnke LLC Has $2.88 Million Stock Holdings in Travelers Companies Inc (NYSE:TRV)

Dowling & Yahnke LLC trimmed its position in shares of Travelers Companies Inc (NYSE:TRV) by 2.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 26,643 shares of the insurance provider’s stock after selling 640 shares during the quarter. Dowling & Yahnke LLC’s holdings […]

Farmers & Merchants Investments Inc. Purchases 784 Shares of Colgate-Palmolive (NYSE:CL)

Farmers & Merchants Investments Inc. lifted its position in shares of Colgate-Palmolive (NYSE:CL) by 2.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,873 shares of the company’s stock after purchasing an additional 784 shares during the quarter. […]

Pacer Advisors Inc. Sells 113,068 Shares of Walgreens Boots Alliance Inc (NASDAQ:WBA)

Pacer Advisors Inc. reduced its stake in Walgreens Boots Alliance Inc (NASDAQ:WBA) by 39.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 173,694 shares of the pharmacy operator’s stock after selling 113,068 shares during the period. Pacer Advisors Inc.’s holdings in […]

Genuine Parts (NYSE:GPC) Shares Sold by Gateway Investment Advisers LLC

Gateway Investment Advisers LLC cut its position in shares of Genuine Parts (NYSE:GPC) by 0.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 111,257 shares of the specialty retailer’s stock after selling 102 shares during the quarter. Gateway Investment Advisers LLC owned 0.08% […]

Farmers & Merchants Investments Inc. Sells 131 Shares of Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG)

Farmers & Merchants Investments Inc. decreased its stake in Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG) by 0.8% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 16,426 shares of the company’s stock after selling 131 shares during the period. Farmers & Merchants Investments Inc.’s holdings in Vanguard Dividend Appreciation Index Fund ETF Shares […]

Dowling & Yahnke LLC Trims Stock Position in Stryker Co. (NYSE:SYK)

Dowling & Yahnke LLC cut its stake in Stryker Co. (NYSE:SYK) by 1.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,457 shares of the medical technology company’s stock after selling 232 shares during the period. Dowling & Yahnke LLC’s […]

iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ) Shares Sold by Ellis Investment Partners LLC

Ellis Investment Partners LLC reduced its position in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ) by 9.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,679 shares of the company’s stock after selling 269 shares during the period. […]

Gateway Investment Advisers LLC Trims Stake in Veeva Systems Inc (NYSE:VEEV)

Gateway Investment Advisers LLC lessened its position in shares of Veeva Systems Inc (NYSE:VEEV) by 1.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 42,129 shares of the technology company’s stock after selling 577 shares during the quarter. Gateway Investment Advisers LLC’s holdings in […]

Gateway Investment Advisers LLC Grows Stake in Starbucks Co. (NASDAQ:SBUX)

Gateway Investment Advisers LLC lifted its stake in Starbucks Co. (NASDAQ:SBUX) by 560.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 149,304 shares of the coffee company’s stock after purchasing an additional 126,711 shares during the quarter. Gateway Investment Advisers LLC’s holdings in Starbucks […]

Farmers & Merchants Investments Inc. Increases Stock Position in Caterpillar Inc. (NYSE:CAT)

Farmers & Merchants Investments Inc. grew its holdings in Caterpillar Inc. (NYSE:CAT) by 0.5% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,881 shares of the industrial products company’s stock after purchasing an additional 132 shares during the quarter. Farmers & […]

Philip Morris International Inc. (NYSE:PM) Shares Sold by Farmers & Merchants Investments Inc.

Farmers & Merchants Investments Inc. cut its stake in Philip Morris International Inc. (NYSE:PM) by 34.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,910 shares of the company’s stock after selling 984 shares during the period. Farmers & Merchants Investments […]