Archive for Amy Steele

Ameren Corp (NYSE:AEE) Shares Acquired by Private Capital Group LLC

Private Capital Group LLC lifted its position in shares of Ameren Corp (NYSE:AEE) by 30.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,543 shares of the utilities provider’s stock after buying an additional 595 shares during the quarter. Private Capital Group LLC’s holdings […]

Goelzer Investment Management Inc. Sells 320 Shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP)

Goelzer Investment Management Inc. decreased its holdings in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) by 14.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 1,887 shares of the company’s stock after selling 320 shares during the period. Goelzer Investment Management Inc.’s holdings in iShares […]

Southern Co (NYSE:SO) Holdings Decreased by Private Capital Group LLC

Private Capital Group LLC reduced its stake in shares of Southern Co (NYSE:SO) by 41.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,834 shares of the utilities provider’s stock after selling 2,686 shares during the quarter. Private Capital […]

Trillium Asset Management LLC Takes Position in Penumbra Inc (NYSE:PEN)

Trillium Asset Management LLC acquired a new stake in shares of Penumbra Inc (NYSE:PEN) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 47,387 shares of the company’s stock, valued at approximately $7,645,000. Trillium Asset Management LLC owned approximately 0.14% of Penumbra […]

Checchi Capital Advisers LLC Takes $244,000 Position in Vipshop Holdings Ltd – (NYSE:VIPS)

Checchi Capital Advisers LLC purchased a new stake in shares of Vipshop Holdings Ltd – (NYSE:VIPS) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 15,646 shares of the technology company’s stock, valued at approximately $244,000. Other institutional investors also recently bought and sold […]

Checchi Capital Advisers LLC Buys 1,368 Shares of Best Buy Co Inc (NYSE:BBY)

Checchi Capital Advisers LLC increased its stake in shares of Best Buy Co Inc (NYSE:BBY) by 46.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 4,313 shares of the technology retailer’s stock after buying an additional 1,368 shares during the period. Checchi Capital Advisers LLC’s holdings […]

Verisign, Inc. (NASDAQ:VRSN) Shares Acquired by Checchi Capital Advisers LLC

Checchi Capital Advisers LLC raised its holdings in shares of Verisign, Inc. (NASDAQ:VRSN) by 4.1% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,416 shares of the information services provider’s stock after acquiring an additional 56 shares during the quarter. Checchi Capital […]

Cognizant Technology Solutions Corp (NASDAQ:CTSH) Shares Sold by Checchi Capital Advisers LLC

Checchi Capital Advisers LLC trimmed its stake in shares of Cognizant Technology Solutions Corp (NASDAQ:CTSH) by 14.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,370 shares of the information technology service provider’s stock after selling 882 shares during the quarter. […]

Checchi Capital Advisers LLC Invests $268,000 in MCCORMICK & CO /SH NV (NYSE:MKC)

Checchi Capital Advisers LLC acquired a new position in MCCORMICK & CO /SH NV (NYSE:MKC) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 1,897 shares of the company’s stock, valued at approximately $268,000. Several other large investors have also recently made changes to […]

Checchi Capital Advisers LLC Increases Stock Position in Public Storage (NYSE:PSA)

Checchi Capital Advisers LLC raised its position in shares of Public Storage (NYSE:PSA) by 19.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,466 shares of the real estate investment trust’s stock after buying an additional 240 shares during the quarter. Checchi […]

Veracity Capital LLC Grows Holdings in AT&T Inc. (NYSE:T)

Veracity Capital LLC lifted its holdings in AT&T Inc. (NYSE:T) by 500.9% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 59,331 shares of the technology company’s stock after purchasing an additional 49,457 shares during the period. Veracity Capital LLC’s holdings in AT&T were worth $1,730,000 at […]

Aptus Capital Advisors LLC Has $322,000 Position in Bank of America Corp (NYSE:BAC)

Aptus Capital Advisors LLC boosted its holdings in Bank of America Corp (NYSE:BAC) by 11.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,200 shares of the financial services provider’s stock after acquiring an additional 1,579 shares during the […]

AE Wealth Management LLC Purchases 4,266 Shares of iShares TIPS Bond ETF (NYSEARCA:TIP)

AE Wealth Management LLC boosted its position in iShares TIPS Bond ETF (NYSEARCA:TIP) by 20.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,518 shares of the exchange traded fund’s stock after purchasing an additional 4,266 shares during the quarter. […]

Trustcore Financial Services LLC Buys 639 Shares of AmeriCold Realty Trust (NYSE:COLD)

Trustcore Financial Services LLC grew its stake in shares of AmeriCold Realty Trust (NYSE:COLD) by 102.9% in the 1st quarter, Holdings Channel.com reports. The fund owned 1,260 shares of the company’s stock after acquiring an additional 639 shares during the period. Trustcore Financial Services LLC’s holdings in AmeriCold Realty Trust were worth $43,000 as of […]

Zurcher Kantonalbank Zurich Cantonalbank Purchases 13,485 Shares of Bank of Montreal (NYSE:BMO)

Zurcher Kantonalbank Zurich Cantonalbank increased its position in shares of Bank of Montreal (NYSE:BMO) (TSE:BMO) by 9.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 153,574 shares of the bank’s stock after acquiring an additional 13,485 shares during the […]

New Street Research Upgrades Vodafone Group (NASDAQ:VOD) to Neutral

New Street Research upgraded shares of Vodafone Group (NASDAQ:VOD) from a reduce rating to a neutral rating in a report published on Thursday morning, The Fly reports. VOD has been the subject of a number of other research reports. Zacks Investment Research downgraded Vodafone Group from a hold rating to a sell rating in a […]

SPDR Dow Jones International Real Estate ETF (NYSEARCA:RWX) Shares Sold by Buckingham Asset Management LLC

Buckingham Asset Management LLC lessened its position in shares of SPDR Dow Jones International Real Estate ETF (NYSEARCA:RWX) by 29.3% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 20,277 shares of the company’s stock after selling 8,410 shares during the quarter. Buckingham Asset Management […]

Allogene Therapeutics (NASDAQ:ALLO) PT Raised to $45.00

Allogene Therapeutics (NASDAQ:ALLO) had its target price upped by Jefferies Financial Group from $37.00 to $45.00 in a research note published on Thursday, The Fly reports. The brokerage currently has a buy rating on the stock. A number of other equities research analysts have also recently weighed in on the company. BidaskClub upgraded Allogene Therapeutics […]

AFLAC Incorporated (NYSE:AFL) Stake Cut by WASHINGTON TRUST Co

WASHINGTON TRUST Co reduced its holdings in AFLAC Incorporated (NYSE:AFL) by 27.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,922 shares of the financial services provider’s stock after selling 4,435 shares during the period. WASHINGTON TRUST Co’s holdings […]

Multi-collateral DAI (DAI) Price Down 1.3% This Week

Multi-collateral DAI (CURRENCY:DAI) traded down 1.7% against the dollar during the one day period ending at 10:00 AM ET on May 17th. During the last week, Multi-collateral DAI has traded 1.3% lower against the dollar. Multi-collateral DAI has a market cap of $108.48 million and $6.92 million worth of Multi-collateral DAI was traded on exchanges […]

Caspian Achieves Market Cap of $1.11 Million (CSP)

Caspian (CURRENCY:CSP) traded 6.4% higher against the U.S. dollar during the one day period ending at 10:00 AM E.T. on May 17th. During the last seven days, Caspian has traded up 11.6% against the U.S. dollar. Caspian has a total market capitalization of $1.11 million and $122,279.00 worth of Caspian was traded on exchanges in […]

Chicken Soup for The Soul Entrtnmnt’s (CSSE) Buy Rating Reiterated at Northland Securities

Chicken Soup for The Soul Entrtnmnt (NASDAQ:CSSE)‘s stock had its “buy” rating restated by Northland Securities in a report issued on Friday, AnalystRatings.com reports. CSSE has been the topic of a number of other reports. ValuEngine raised shares of Chicken Soup for The Soul Entrtnmnt from a “hold” rating to a “buy” rating in a […]

KuCoin Shares Trading Up 7.6% Over Last Week (KCS)

KuCoin Shares (CURRENCY:KCS) traded 2.5% higher against the U.S. dollar during the twenty-four hour period ending at 10:00 AM ET on May 17th. KuCoin Shares has a total market cap of $76.64 million and approximately $8.70 million worth of KuCoin Shares was traded on exchanges in the last day. One KuCoin Shares token can now […]

Business Credit Alliance Chain Trading Down 37.1% This Week (BCAC)

Business Credit Alliance Chain (CURRENCY:BCAC) traded down 3.9% against the US dollar during the twenty-four hour period ending at 9:00 AM E.T. on May 17th. Business Credit Alliance Chain has a total market cap of $95,590.60 and approximately $375.00 worth of Business Credit Alliance Chain was traded on exchanges in the last day. One Business […]

Bartlett & Co. LLC Invests $12.74 Million in Exxon Mobil Co. (NYSE:XOM)

Bartlett & Co. LLC purchased a new position in Exxon Mobil Co. (NYSE:XOM) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 335,476 shares of the oil and gas company’s stock, valued at approximately $12,738,000. Other hedge funds and other institutional investors have […]

Rossmore Private Capital Purchases New Shares in Unilever N.V. (NYSE:UL)

Rossmore Private Capital purchased a new stake in shares of Unilever N.V. (NYSE:UL) during the 1st quarter, Holdings Channel reports. The institutional investor purchased 4,237 shares of the company’s stock, valued at approximately $214,000. A number of other large investors also recently made changes to their positions in UL. Norges Bank purchased a new position […]

Bartlett & Co. LLC Purchases New Position in Procter & Gamble Co (NYSE:PG)

Bartlett & Co. LLC purchased a new stake in Procter & Gamble Co (NYSE:PG) during the first quarter, according to its most recent filing with the SEC. The firm purchased 651,822 shares of the company’s stock, valued at approximately $71,700,000. Procter & Gamble accounts for approximately 2.2% of Bartlett & Co. LLC’s portfolio, making the […]

Rossmore Private Capital Boosts Stock Holdings in Cigna Corp (NYSE:CI)

Rossmore Private Capital increased its position in shares of Cigna Corp (NYSE:CI) by 12.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,050 shares of the health services provider’s stock after purchasing an additional 228 shares during the […]

Financial Architects Inc Purchases 2,196 Shares of Texas Instruments Incorporated (NASDAQ:TXN)

Financial Architects Inc boosted its position in shares of Texas Instruments Incorporated (NASDAQ:TXN) by 340.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,841 shares of the semiconductor company’s stock after buying an additional 2,196 shares during the period. Financial Architects […]

Buckingham Asset Management LLC Makes New $483,000 Investment in National-Oilwell Varco, Inc. (NYSE:NOV)

Buckingham Asset Management LLC acquired a new position in National-Oilwell Varco, Inc. (NYSE:NOV) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 49,101 shares of the oil and gas exploration company’s stock, valued at approximately $483,000. A number of other […]

Chevron Co. (NYSE:CVX) Shares Sold by Financial Architects Inc

Financial Architects Inc lowered its position in Chevron Co. (NYSE:CVX) by 10.9% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,771 shares of the oil and gas company’s stock after selling 952 shares during the period. Financial Architects Inc’s holdings in Chevron were worth […]

Trillium Asset Management LLC Boosts Holdings in Webster Financial Co. (NYSE:WBS)

Trillium Asset Management LLC lifted its stake in Webster Financial Co. (NYSE:WBS) by 5.6% during the first quarter, HoldingsChannel reports. The institutional investor owned 62,832 shares of the financial services provider’s stock after acquiring an additional 3,323 shares during the period. Trillium Asset Management LLC’s holdings in Webster Financial were worth $1,439,000 as of its […]

Trillium Asset Management LLC Acquires 4,297 Shares of Host Hotels and Resorts Inc (NYSE:HST)

Trillium Asset Management LLC grew its holdings in Host Hotels and Resorts Inc (NYSE:HST) by 3.9% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 114,374 shares of the real estate investment trust’s stock after acquiring an additional 4,297 shares during the quarter. Trillium Asset […]

Trillium Asset Management LLC Boosts Holdings in Alphabet Inc (NASDAQ:GOOG)

Trillium Asset Management LLC grew its position in Alphabet Inc (NASDAQ:GOOG) by 3.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,408 shares of the information services provider’s stock after buying an additional 52 shares during the period. Trillium […]

Financial Architects Inc Makes New $649,000 Investment in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)

Financial Architects Inc acquired a new position in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 5,340 shares of the exchange traded fund’s stock, valued at approximately $649,000. Other institutional investors and hedge funds have […]

Trillium Asset Management LLC Has $1.56 Million Stock Position in Eastgroup Properties Inc (NYSE:EGP)

Trillium Asset Management LLC increased its position in Eastgroup Properties Inc (NYSE:EGP) by 3.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,972 shares of the real estate investment trust’s stock after purchasing an additional 459 shares during the […]

Trillium Asset Management LLC Purchases 981 Shares of Stifel Financial Corp (NYSE:SF)

Trillium Asset Management LLC grew its position in shares of Stifel Financial Corp (NYSE:SF) by 3.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,501 shares of the financial services provider’s stock after buying an additional 981 shares during the quarter. Trillium […]

Alibaba Group Holding Ltd (NYSE:BABA) Shares Sold by Financial Architects Inc

Financial Architects Inc reduced its position in shares of Alibaba Group Holding Ltd (NYSE:BABA) by 6.8% 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 3,356 shares of the specialty retailer’s stock after selling 246 shares during the period. […]

Trillium Asset Management LLC Grows Stock Holdings in ONE Gas Inc (NYSE:OGS)

Trillium Asset Management LLC grew its holdings in shares of ONE Gas Inc (NYSE:OGS) by 0.8% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,472 shares of the utilities provider’s stock after buying an additional 137 shares during the quarter. Trillium […]

Trillium Asset Management LLC Purchases 2,714 Shares of Acadia Realty Trust (NYSE:AKR)

Trillium Asset Management LLC raised its position in Acadia Realty Trust (NYSE:AKR) by 2.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 101,215 shares of the real estate investment trust’s stock after purchasing an additional 2,714 shares during the quarter. Trillium Asset […]

Trillium Asset Management LLC Buys 10,786 Shares of Hanesbrands Inc. (NYSE:HBI)

Trillium Asset Management LLC increased its stake in Hanesbrands Inc. (NYSE:HBI) by 7.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 162,411 shares of the textile maker’s stock after purchasing an additional 10,786 shares during the quarter. Trillium Asset Management LLC’s holdings in […]

Horace Mann Educators Co. (NYSE:HMN) Shares Bought by Trillium Asset Management LLC

Trillium Asset Management LLC raised its holdings in Horace Mann Educators Co. (NYSE:HMN) by 2.9% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 44,732 shares of the insurance provider’s stock after acquiring an additional 1,273 shares during the quarter. Trillium Asset Management LLC’s […]

Trillium Asset Management LLC Raises Stake in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Trillium Asset Management LLC lifted its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 3.0% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 31,931 shares of the company’s stock after buying an additional 921 shares during the […]

Trillium Asset Management LLC Buys 1,239 Shares of LTC Properties Inc (NYSE:LTC)

Trillium Asset Management LLC grew its stake in shares of LTC Properties Inc (NYSE:LTC) by 2.4% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 52,244 shares of the real estate investment trust’s stock after acquiring an additional 1,239 shares during the period. Trillium Asset Management LLC […]

Bartlett & Co. LLC Invests $5.07 Million in Vanguard Small-Cap ETF (NYSEARCA:VB)

Bartlett & Co. LLC acquired a new position in Vanguard Small-Cap ETF (NYSEARCA:VB) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 43,905 shares of the company’s stock, valued at approximately $5,068,000. Several other hedge funds and other institutional investors have […]

Bartlett & Co. LLC Buys New Shares in iShares MBS ETF (NASDAQ:MBB)

Bartlett & Co. LLC bought a new stake in shares of iShares MBS ETF (NASDAQ:MBB) in the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 33,730 shares of the company’s stock, valued at approximately $3,725,000. Other large investors also recently added to or reduced their stakes in the […]

Ingevity Corp (NYSE:NGVT) Stock Holdings Boosted by Trillium Asset Management LLC

Trillium Asset Management LLC lifted its position in shares of Ingevity Corp (NYSE:NGVT) by 84.1% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 73,673 shares of the company’s stock after acquiring an additional 33,652 shares during the period. Trillium Asset Management LLC owned 0.18% of Ingevity worth […]

VF Corp (NYSE:VFC) Shares Sold by Trillium Asset Management LLC

Trillium Asset Management LLC reduced its stake in VF Corp (NYSE:VFC) by 2.9% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 33,472 shares of the textile maker’s stock after selling 994 shares during the quarter. Trillium Asset Management LLC’s holdings in VF were worth […]

Sonoco Products Co (NYSE:SON) Shares Purchased by Trillium Asset Management LLC

Trillium Asset Management LLC lifted its stake in Sonoco Products Co (NYSE:SON) by 1.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 43,434 shares of the industrial products company’s stock after purchasing an additional 427 shares during the period. Trillium Asset Management […]

Trillium Asset Management LLC Acquires 2,901 Shares of Minerals Technologies Inc (NYSE:MTX)

Trillium Asset Management LLC lifted its holdings in Minerals Technologies Inc (NYSE:MTX) by 3.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 81,182 shares of the basic materials company’s stock after acquiring an additional 2,901 shares during the period. Trillium […]