Archive for Doug Wharley

St. Johns Investment Management Company LLC Has $1.30 Million Stock Position in The Procter & Gamble Company (NYSE:PG)

St. Johns Investment Management Company LLC boosted its stake in The Procter & Gamble Company (NYSE:PG) by 1.5% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 9,314 shares of the company’s stock after buying an additional 142 shares during the period. St. Johns Investment […]

St. Johns Investment Management Company LLC Raises Holdings in JPMorgan Chase & Co. (NYSE:JPM)

St. Johns Investment Management Company LLC raised its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 3.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 12,741 shares of the financial services provider’s stock after purchasing an additional 369 shares […]

St. Johns Investment Management Company LLC Has $1.10 Million Stock Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

St. Johns Investment Management Company LLC raised its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 5.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,963 shares of the network equipment provider’s stock after buying an additional 1,394 shares […]

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Concorde Asset Management LLC

Concorde Asset Management LLC trimmed its holdings in shares of Exxon Mobil Co. (NYSE:XOM) by 8.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 12,009 shares of the oil and gas company’s stock after selling 1,149 shares during the period. Concorde Asset Management LLC’s holdings […]

Twilio (NYSE:TWLO) Price Target Increased to $350.00 by Analysts at KeyCorp

Twilio (NYSE:TWLO) had its price target hoisted by KeyCorp from $330.00 to $350.00 in a research report released on Tuesday, Stock Target Advisor reports. KeyCorp currently has an overweight rating on the technology company’s stock. TWLO has been the topic of several other reports. Zacks Investment Research raised Twilio from a hold rating to a […]

Twilio (NYSE:TWLO) Given New $365.00 Price Target at Piper Sandler

Twilio (NYSE:TWLO) had its price target lifted by Piper Sandler from $315.00 to $365.00 in a research note published on Tuesday, Stock Target Advisor reports. Piper Sandler currently has an overweight rating on the technology company’s stock. TWLO has been the subject of several other reports. Needham & Company LLC increased their target price on […]

LSV Asset Management Raises Holdings in MasTec, Inc. (NYSE:MTZ)

LSV Asset Management raised its holdings in shares of MasTec, Inc. (NYSE:MTZ) by 66.4% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,365,662 shares of the construction company’s stock after acquiring an additional 944,006 shares during the quarter. LSV Asset Management’s holdings in MasTec were worth $99,830,000 as of its most recent SEC filing. […]

Affiliated Managers Group (NYSE:AMG) Given New $78.00 Price Target at Deutsche Bank Aktiengesellschaft

Affiliated Managers Group (NYSE:AMG) had its target price lifted by equities researchers at Deutsche Bank Aktiengesellschaft from $74.00 to $78.00 in a research note issued to investors on Tuesday, The Fly reports. The brokerage presently has a “hold” rating on the asset manager’s stock. Deutsche Bank Aktiengesellschaft’s target price indicates a potential downside of 0.98% […]

LSV Asset Management Has $36.18 Million Stake in 3M (NYSE:MMM)

LSV Asset Management boosted its holdings in shares of 3M (NYSE:MMM) by 3,127.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 225,900 shares of the conglomerate’s stock after purchasing an additional 218,900 shares during the period. LSV Asset Management’s holdings in 3M […]

Ritholtz Wealth Management Increases Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Ritholtz Wealth Management lifted its position in PepsiCo, Inc. (NASDAQ:PEP) by 25.7% in the 3rd quarter, HoldingsChannel reports. The firm owned 7,431 shares of the company’s stock after purchasing an additional 1,521 shares during the quarter. Ritholtz Wealth Management’s holdings in PepsiCo were worth $1,030,000 as of its most recent filing with the Securities & […]

Commerzbank Aktiengesellschaft FI Boosts Holdings in Alphabet Inc (NASDAQ:GOOG)

Commerzbank Aktiengesellschaft FI lifted its stake in Alphabet Inc (NASDAQ:GOOG) by 6.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 1,335 shares of the information services provider’s stock after purchasing an additional 75 shares during the quarter. Alphabet accounts for 0.5% of Commerzbank Aktiengesellschaft FI’s portfolio, making the stock its 12th largest position. Commerzbank […]

Executive Wealth Management LLC Purchases 1,564 Shares of Walmart Inc. (NYSE:WMT)

Executive Wealth Management LLC lifted its position in Walmart Inc. (NYSE:WMT) by 4.1% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,731 shares of the retailer’s stock after buying an additional 1,564 shares during the period. Walmart comprises 0.8% […]

Keating Investment Counselors Inc. Purchases 300 Shares of Walmart Inc. (NYSE:WMT)

Keating Investment Counselors Inc. boosted its stake in shares of Walmart Inc. (NYSE:WMT) by 10.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,212 shares of the retailer’s stock after buying an additional 300 shares during the quarter. Keating Investment Counselors Inc.’s holdings […]

Atlas Capital Advisors LLC Cuts Stake in Biogen Inc. (NASDAQ:BIIB)

Atlas Capital Advisors LLC lowered its position in shares of Biogen Inc. (NASDAQ:BIIB) by 51.8% in the third quarter, Holdings Channel reports. The institutional investor owned 2,450 shares of the biotechnology company’s stock after selling 2,637 shares during the period. Atlas Capital Advisors LLC’s holdings in Biogen were worth $695,000 as of its most recent […]

Central Garden & Pet Co (NASDAQ:CENTA) Shares Sold by LSV Asset Management

LSV Asset Management cut its stake in Central Garden & Pet Co (NASDAQ:CENTA) by 0.7% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,152,890 shares of the company’s stock after selling 7,726 shares during the period. LSV Asset Management owned 2.11% of […]

Academy Sports and Outdoors (NYSE:ASO) Earns Buy Rating from Analysts at Guggenheim

Guggenheim started coverage on shares of Academy Sports and Outdoors (NYSE:ASO) in a research note published on Tuesday, Briefing.com reports. The brokerage issued a buy rating and a $17.00 target price on the stock. ASO opened at $14.80 on Tuesday. Academy Sports and Outdoors has a 12-month low of $12.05 and a 12-month high of […]

Critical Analysis: Genuine Parts (NYSE:GPC) and Marketing Worldwide (NYSE:MWWC)

Genuine Parts (NYSE:GPC) and Marketing Worldwide (OTCMKTS:MWWC) are both auto/tires/trucks companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, earnings, analyst recommendations, institutional ownership, dividends, risk and profitability. Profitability This table compares Genuine Parts and Marketing Worldwide’s net margins, return on equity and return […]

D. R. Horton Inc (NYSE:DHI) Stock Holdings Trimmed by LSV Asset Management

LSV Asset Management lowered its holdings in shares of D. R. Horton Inc (NYSE:DHI) by 4.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,128,700 shares of the construction company’s stock after selling 48,100 shares during the period. LSV Asset Management’s […]

LSV Asset Management Trims Position in TTM Technologies, Inc. (NASDAQ:TTMI)

LSV Asset Management lessened its stake in TTM Technologies, Inc. (NASDAQ:TTMI) by 1.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,718,018 shares of the technology company’s stock after selling 40,500 shares during the period. LSV Asset Management owned 3.48% of TTM Technologies […]

Fidelity National Information Services (NYSE:FIS) Price Target Raised to $170.00 at KeyCorp

Fidelity National Information Services (NYSE:FIS) had its target price hoisted by KeyCorp from $165.00 to $170.00 in a research note released on Tuesday, Stock Target Advisor reports. The firm currently has an overweight rating on the information technology services provider’s stock. A number of other research firms have also recently weighed in on FIS. Loop […]

Academy Sports and Outdoors (NYSE:ASO) Now Covered by Analysts at Evercore ISI

Evercore ISI initiated coverage on shares of Academy Sports and Outdoors (NYSE:ASO) in a report released on Tuesday morning, Briefing.com reports. The firm issued an outperform rating on the stock. Other equities analysts have also recently issued research reports about the stock. BofA Securities started coverage on shares of Academy Sports and Outdoors in a […]

Bernardo Wealth Planning LLC Increases Stock Position in Visa Inc (NYSE:V)

Bernardo Wealth Planning LLC raised its holdings in shares of Visa Inc (NYSE:V) by 46.3% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 5,300 shares of the credit-card processor’s stock after purchasing an additional 1,678 shares during the period. Bernardo Wealth […]

ResMed (NYSE:RMD) Lifted to Neutral at Bank of America

ResMed (NYSE:RMD) was upgraded by stock analysts at Bank of America from an “underperform” rating to a “neutral” rating in a report issued on Tuesday, The Fly reports. A number of other brokerages have also weighed in on RMD. BofA Securities raised shares of ResMed from an “underperform” rating to a “neutral” rating and set […]

Executive Wealth Management LLC Takes Position in Comcast Co. (NASDAQ:CMCSA)

Executive Wealth Management LLC acquired a new stake in shares of Comcast Co. (NASDAQ:CMCSA) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 4,511 shares of the cable giant’s stock, valued at approximately $208,000. Several other institutional investors and hedge funds have also recently […]

LSV Asset Management Sells 570,600 Shares of American Airlines Group Inc (NASDAQ:AAL)

LSV Asset Management trimmed its position in shares of American Airlines Group Inc (NASDAQ:AAL) by 18.7% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,475,765 shares of the airline’s stock after selling 570,600 shares during the period. LSV Asset […]

LSV Asset Management Cuts Stock Position in Royal Caribbean Group (NYSE:RCL)

LSV Asset Management lessened its stake in Royal Caribbean Group (NYSE:RCL) by 11.6% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 662,391 shares of the company’s stock after selling 86,770 shares during the quarter. LSV Asset Management owned approximately 0.31% of Royal Caribbean […]

LSV Asset Management Trims Stake in Xenia Hotels & Resorts Inc (NYSE:XHR)

LSV Asset Management reduced its position in shares of Xenia Hotels & Resorts Inc (NYSE:XHR) by 5.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,821,943 shares of the real estate investment trust’s stock after selling 231,200 shares during the period. […]

LSV Asset Management Has $37.03 Million Stake in Domtar Co. (NYSE:UFS)

LSV Asset Management reduced its holdings in shares of Domtar Co. (NYSE:UFS) (TSE:UFS) by 42.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,409,682 shares of the basic materials company’s stock after selling 1,046,348 shares during the period. LSV Asset […]

LSV Asset Management Sells 87,943 Shares of Brunswick Co. (NYSE:BC)

LSV Asset Management trimmed its position in Brunswick Co. (NYSE:BC) by 11.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 663,330 shares of the company’s stock after selling 87,943 shares during the period. LSV Asset Management owned approximately 0.84% […]

KB Home (NYSE:KBH) Stake Cut by LSV Asset Management

LSV Asset Management reduced its holdings in KB Home (NYSE:KBH) by 1.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 906,010 shares of the construction company’s stock after selling 16,500 shares during the period. LSV Asset Management owned about […]

CACI International Inc (NYSE:CACI) Shares Bought by LSV Asset Management

LSV Asset Management grew its position in CACI International Inc (NYSE:CACI) by 3.6% in the third quarter, Holdings Channel.com reports. The fund owned 176,070 shares of the information technology services provider’s stock after buying an additional 6,200 shares during the period. LSV Asset Management’s holdings in CACI International were worth $37,531,000 as of its most […]

LSV Asset Management Has $39.81 Million Stock Position in Hanesbrands Inc. (NYSE:HBI)

LSV Asset Management boosted its holdings in shares of Hanesbrands Inc. (NYSE:HBI) by 27.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,527,684 shares of the textile maker’s stock after buying an additional 544,800 shares during the period. LSV Asset Management owned approximately 0.73% […]

LSV Asset Management Has $37.50 Million Position in Wipro Limited (NYSE:WIT)

LSV Asset Management grew its holdings in shares of Wipro Limited (NYSE:WIT) by 20.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,978,741 shares of the information technology services provider’s stock after acquiring an additional 1,376,258 shares during the period. […]

LSV Asset Management Trims Stake in CNA Financial Co. (NYSE:CNA)

LSV Asset Management lowered its stake in shares of CNA Financial Co. (NYSE:CNA) by 27.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,367,106 shares of the insurance provider’s stock after selling 521,065 shares during the quarter. LSV Asset Management owned about 0.50% […]

LSV Asset Management Has $37.03 Million Holdings in Domtar Co. (NYSE:UFS)

LSV Asset Management cut its stake in shares of Domtar Co. (NYSE:UFS) (TSE:UFS) by 42.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,409,682 shares of the basic materials company’s stock after selling 1,046,348 shares during the period. LSV […]

LSV Asset Management Has $37.50 Million Stake in Wipro Limited (NYSE:WIT)

LSV Asset Management grew its holdings in shares of Wipro Limited (NYSE:WIT) by 20.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 7,978,741 shares of the information technology services provider’s stock after acquiring an additional 1,376,258 shares during the period. […]

KB Home (NYSE:KBH) Holdings Lowered by LSV Asset Management

LSV Asset Management trimmed its stake in shares of KB Home (NYSE:KBH) by 1.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 906,010 shares of the construction company’s stock after selling 16,500 shares during the period. LSV Asset Management […]

Carter's (NYSE:CRI) Upgraded to “B-” at TheStreet

TheStreet upgraded shares of Carter's (NYSE:CRI) from a c rating to a b- rating in a report published on Friday morning, TheStreetRatingsTable reports. A number of other equities research analysts have also recently weighed in on the company. B. Riley raised their price target on Carter's from $103.00 to $100.00 in a report on Monday, […]

Capital One Financial (NYSE:COF) Upgraded by TheStreet to “B-“

TheStreet upgraded shares of Capital One Financial (NYSE:COF) from a c rating to a b- rating in a research report sent to investors on Friday, TheStreetRatingsTable reports. A number of other brokerages have also issued reports on COF. JPMorgan Chase & Co. boosted their price target on shares of Capital One Financial from $72.00 to […]

Total SA (NYSE:TOT) Shares Bought by Ritholtz Wealth Management

Ritholtz Wealth Management lifted its stake in shares of Total SA (NYSE:TOT) by 15.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,177 shares of the oil and gas exploration company’s stock after buying an additional 1,211 shares during the quarter. […]

Ritholtz Wealth Management Boosts Stock Holdings in Host Hotels and Resorts Inc (NYSE:HST)

Ritholtz Wealth Management boosted its position in Host Hotels and Resorts Inc (NYSE:HST) by 33.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 29,692 shares of the real estate investment trust’s stock after purchasing an additional 7,484 shares during the period. […]

Optas LLC Makes New Investment in Eli Lilly and Company (NYSE:LLY)

Optas LLC bought a new position in Eli Lilly and Company (NYSE:LLY) during the third quarter, according to its most recent Form 13F filing with the SEC. The firm bought 1,534 shares of the company’s stock, valued at approximately $226,000. A number of other institutional investors and hedge funds have also added to or reduced […]

Optas LLC Takes $236,000 Position in Analog Devices, Inc. (NASDAQ:ADI)

Optas LLC bought a new stake in Analog Devices, Inc. (NASDAQ:ADI) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 2,005 shares of the semiconductor company’s stock, valued at approximately $236,000. Other hedge funds have also modified their holdings of […]

Bernardo Wealth Planning LLC Has $711,000 Stock Holdings in Walmart Inc. (NYSE:WMT)

Bernardo Wealth Planning LLC grew its holdings in Walmart Inc. (NYSE:WMT) by 29.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,085 shares of the retailer’s stock after buying an additional 1,146 shares during the quarter. Bernardo Wealth Planning LLC’s holdings […]

Fieldpoint Private Securities LLC Acquires 401 Shares of American Water Works Company Inc (NYSE:AWK)

Fieldpoint Private Securities LLC boosted its holdings in American Water Works Company Inc (NYSE:AWK) by 9.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,760 shares of the utilities provider’s stock after acquiring an additional 401 shares during the quarter. Fieldpoint Private […]

Vanguard Small-Cap Value Index Fund ETF Shares (NYSEARCA:VBR) Shares Sold by Fieldpoint Private Securities LLC

Fieldpoint Private Securities LLC lowered its stake in shares of Vanguard Small-Cap Value Index Fund ETF Shares (NYSEARCA:VBR) by 8.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,374 shares of the company’s stock after selling 304 shares during the quarter. Fieldpoint Private […]

Alphabet Inc (NASDAQ:GOOG) Shares Acquired by Penbrook Management LLC

Penbrook Management LLC boosted its stake in shares of Alphabet Inc (NASDAQ:GOOG) by 6.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,611 shares of the information services provider’s stock after purchasing an additional 100 shares during the quarter. Alphabet makes up approximately […]

BT Wealth Management LLC Boosts Stake in Exxon Mobil Co. (NYSE:XOM)

BT Wealth Management LLC grew its stake in shares of Exxon Mobil Co. (NYSE:XOM) by 4.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,173 shares of the oil and gas company’s stock after buying an additional 338 shares during the quarter. […]

Tompkins Financial Corp Sells 122 Shares of Visa Inc (NYSE:V)

Tompkins Financial Corp cut its holdings in Visa Inc (NYSE:V) by 3.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,003 shares of the credit-card processor’s stock after selling 122 shares during the period. Tompkins Financial Corp’s holdings in Visa were worth $601,000 as of […]

Tompkins Financial Corp Grows Position in JPMorgan Chase & Co. (NYSE:JPM)

Tompkins Financial Corp lifted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 62,768 shares of the financial services provider’s stock after buying an additional 1,019 shares during the quarter. JPMorgan Chase & Co. makes up about […]