Archive for Amy Steele

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 […]

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 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 […]

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 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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 […]

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 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 […]

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 […]

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 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 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 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 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 […]

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 […]

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 […]