Archive for Doug Wharley

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 […]

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 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 […]

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. […]

Hourglass Capital LLC trimmed its holdings in shares of Verizon Communications Inc. (NYSE:VZ) by 1.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 57,243 shares of the cell phone carrier’s stock after selling 876 shares during the period. […]

Ieq Capital LLC raised its position in shares of Travelers Companies Inc (NYSE:TRV) by 19.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,378 shares of the insurance provider’s stock after acquiring an additional 887 shares during the period. Ieq Capital […]

Vicus Capital reduced its stake in shares of Procter & Gamble Co (NYSE:PG) by 24.9% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,117 shares of the company’s stock after selling 1,032 shares during the quarter. Vicus Capital’s holdings in Procter & […]

Veracity Capital LLC raised its holdings in shares of Procter & Gamble Co (NYSE:PG) by 20.4% during the 1st quarter, HoldingsChannel reports. The fund owned 19,891 shares of the company’s stock after purchasing an additional 3,368 shares during the period. Procter & Gamble accounts for approximately 0.6% of Veracity Capital LLC’s portfolio, making the stock […]

Financial Architects Inc grew its holdings in Colgate-Palmolive (NYSE:CL) by 96.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,109 shares of the company’s stock after purchasing an additional 1,524 shares during the quarter. Financial Architects Inc’s holdings in Colgate-Palmolive were […]

Tiedemann Advisors LLC trimmed its position in shares of Citigroup Inc (NYSE:C) by 17.7% in the 1st quarter, Holdings Channel.com reports. The firm owned 6,774 shares of the financial services provider’s stock after selling 1,452 shares during the quarter. Tiedemann Advisors LLC’s holdings in Citigroup were worth $285,000 as of its most recent filing with […]

Ieq Capital LLC increased its position in Seagate Technology PLC (NASDAQ:STX) by 10.6% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,855 shares of the data storage provider’s stock after purchasing an additional 846 shares during the period. Ieq Capital LLC’s holdings in Seagate Technology were […]

Checchi Capital Advisers LLC lifted its position in shares of General Motors (NYSE:GM) (TSE:GMM.U) by 8.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,744 shares of the auto manufacturer’s stock after buying an additional 1,002 shares during the quarter. Checchi Capital Advisers […]

Financial Architects Inc lifted its position in shares of AFLAC Incorporated (NYSE:AFL) by 26.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,703 shares of the financial services provider’s stock after purchasing an additional 1,600 shares during the quarter. Financial Architects Inc’s holdings in […]

Checchi Capital Advisers LLC bought a new stake in Centene Corp (NYSE:CNC) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 5,087 shares of the company’s stock, valued at approximately $302,000. Other institutional investors have also recently bought and sold […]

Zurcher Kantonalbank Zurich Cantonalbank boosted its stake in shares of Travelers Companies Inc (NYSE:TRV) by 7.9% in the first quarter, HoldingsChannel reports. The firm owned 63,773 shares of the insurance provider’s stock after purchasing an additional 4,654 shares during the quarter. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Travelers Companies were worth $6,336,000 as of its […]

Ieq Capital LLC boosted its position in Fortive Corp (NYSE:FTV) by 18.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,505 shares of the technology company’s stock after purchasing an additional 1,000 shares during the period. Ieq Capital LLC’s holdings in Fortive […]

AE Wealth Management LLC lifted its holdings in shares of Consolidated Edison, Inc. (NYSE:ED) by 96.2% during the 1st quarter, Holdings Channel reports. The firm owned 31,412 shares of the utilities provider’s stock after buying an additional 15,401 shares during the period. AE Wealth Management LLC’s holdings in Consolidated Edison were worth $2,450,000 as of […]

Trustcore Financial Services LLC raised its holdings in Tyson Foods, Inc. (NYSE:TSN) by 6,250.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 508 shares of the company’s stock after buying an additional 500 shares during the period. […]

Mizuho initiated coverage on shares of CMS Energy (NYSE:CMS) in a research note released on Thursday, BenzingaRatingsTable reports. The brokerage issued a neutral rating and a $55.00 price target on the utilities provider’s stock. Other equities research analysts also recently issued reports about the stock. JPMorgan Chase & Co. cut their target price on shares […]

Checchi Capital Advisers LLC lessened its stake in shares of Moody’s Co. (NYSE:MCO) by 13.3% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,148 shares of the business services provider’s stock after selling 176 shares during the period. Checchi Capital Advisers LLC’s holdings in […]

Zurcher Kantonalbank Zurich Cantonalbank boosted its holdings in shares of Bank of New York Mellon Corp (NYSE:BK) by 4.1% in the 1st quarter, Holdings Channel reports. The firm owned 204,444 shares of the bank’s stock after buying an additional 8,110 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank’s holdings in Bank of New York Mellon […]

Benjamin F. Edwards & Company Inc. reduced its position in shares of McKesson Co. (NYSE:MCK) by 3.5% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,436 shares of the company’s stock after selling 123 shares during the quarter. Benjamin F. Edwards & Company […]

Bartlett & Co. LLC purchased a new position in Novo Nordisk A/S (NYSE:NVO) in the first quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 57,437 shares of the company’s stock, valued at approximately $3,458,000. Several other large investors also recently modified their holdings of NVO. Davis R M Inc. […]

Buckingham Asset Management LLC increased its stake in Fidelity National Information Servcs Inc (NYSE:FIS) by 4.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,886 shares of the information technology services provider’s stock after purchasing an additional 170 shares during the quarter. Buckingham Asset […]

Bartlett & Co. LLC purchased a new position in shares of iShares National Muni Bond ETF (NYSEARCA:MUB) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 41,027 shares of the exchange traded fund’s stock, valued at approximately $4,636,000. A number of other […]