Archive for Doug Wharley

Facebook, Inc. (NASDAQ:FB) Shares Acquired by Trillium Asset Management LLC

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 […]

Rossmore Private Capital Acquires 6,506 Shares of Facebook, Inc. (NASDAQ:FB)

Rossmore Private Capital grew its holdings in shares of Facebook, Inc. (NASDAQ:FB) by 55.3% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 18,266 shares of the social networking company’s stock after buying an additional 6,506 shares during the period. Facebook makes up 1.1% of Rossmore […]

Tiedemann Advisors LLC Buys New Stake in Waste Management, Inc. (NYSE:WM)

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 Has $209,000 Stock Position in BlackRock, Inc. (NYSE:BLK)

Private Capital Group LLC grew its position in BlackRock, Inc. (NYSE:BLK) by 34.2% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 475 shares of the asset manager’s stock after buying an additional 121 shares during the period. Private Capital Group LLC’s holdings in BlackRock were worth $209,000 […]

Private Capital Group LLC Increases Stock Position in DIGITAL RLTY TR/SH (NYSE:DLR)

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 […]

Buckingham Asset Management LLC Has $5.76 Million Stake in AT&T Inc. (NYSE:T)

Buckingham Asset Management LLC increased its stake in shares of AT&T Inc. (NYSE:T) by 24.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 197,448 shares of the technology company’s stock after buying an additional 38,373 shares during the quarter. Buckingham […]

Blackstone Group (NYSE:BX) PT Raised to $47.00 at Deutsche Bank

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. […]

Financial Architects Inc Raises Position in Home Depot Inc (NYSE:HD)

Financial Architects Inc grew its position in Home Depot Inc (NYSE:HD) by 36.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,515 shares of the home improvement retailer’s stock after acquiring an additional 1,201 shares during the period. Financial Architects […]

Hourglass Capital LLC Sells 876 Shares of Verizon Communications Inc. (NYSE:VZ)

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. […]

Procter & Gamble Co (NYSE:PG) Shares Acquired by Trillium Asset Management LLC

Trillium Asset Management LLC boosted its stake in Procter & Gamble Co (NYSE:PG) by 5.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 161,568 shares of the company’s stock after acquiring an additional 7,972 shares during the period. Trillium Asset […]

Ieq Capital LLC Acquires 887 Shares of Travelers Companies Inc (NYSE:TRV)

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 […]

O Brien Greene & Co. Inc Has $299,000 Position in Exxon Mobil Co. (NYSE:XOM)

O Brien Greene & Co. Inc reduced its stake in Exxon Mobil Co. (NYSE:XOM) by 23.7% in the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 7,884 shares of the oil and gas company’s stock after selling 2,455 shares during the quarter. O Brien Greene & […]

Vicus Capital Sells 1,032 Shares of Procter & Gamble Co (NYSE:PG)

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 & […]

Gs Investments Inc. Buys 539 Shares of Procter & Gamble Co (NYSE:PG)

Gs Investments Inc. grew its stake in Procter & Gamble Co (NYSE:PG) by 3.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,737 shares of the company’s stock after acquiring an additional 539 shares during the period. Procter & Gamble accounts […]

Procter & Gamble Co (NYSE:PG) Position Boosted by Veracity Capital LLC

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 […]

Applied Materials (NASDAQ:AMAT) PT Raised to $72.00 at Cowen

Applied Materials (NASDAQ:AMAT) had its price objective raised by stock analysts at Cowen from $60.00 to $72.00 in a research note issued to investors on Friday, The Fly reports. Cowen’s target price would suggest a potential upside of 38.36% from the stock’s previous close. AMAT has been the subject of several other reports. Goldman Sachs […]

Colgate-Palmolive (NYSE:CL) Shares Acquired by Financial Architects Inc

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 […]

Budros Ruhlin & Roe Inc. Increases Stock Position in Visa Inc (NYSE:V)

Budros Ruhlin & Roe Inc. grew its holdings in shares of Visa Inc (NYSE:V) by 6.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,603 shares of the credit-card processor’s stock after buying an additional 397 shares during the quarter. Budros Ruhlin & […]

Tiedemann Advisors LLC Sells 1,452 Shares of Citigroup Inc (NYSE:C)

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 […]

Medtronic PLC (NYSE:MDT) Shares Bought by Financial Architects Inc

Financial Architects Inc raised its position in Medtronic PLC (NYSE:MDT) by 800.9% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,081 shares of the medical technology company’s stock after buying an additional 1,850 shares during the period. Financial Architects Inc’s holdings […]

Seagate Technology PLC (NASDAQ:STX) Shares Acquired by Ieq Capital LLC

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 […]

AT&T Inc. (NYSE:T) Shares Sold by Game Plan Financial Advisors LLC

Game Plan Financial Advisors LLC reduced its position in shares of AT&T Inc. (NYSE:T) by 5.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,153 shares of the technology company’s stock after selling 1,811 shares during the period. Game Plan […]

Checchi Capital Advisers LLC Purchases 1,002 Shares of General Motors (NYSE:GM)

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 Has $339,000 Position in Toronto-Dominion Bank (NYSE:TD)

Financial Architects Inc decreased its stake in Toronto-Dominion Bank (NYSE:TD) (TSE:TD) by 6.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,991 shares of the bank’s stock after selling 529 shares during the period. Financial Architects Inc’s holdings in […]

Financial Architects Inc Has $264,000 Stake in AFLAC Incorporated (NYSE:AFL)

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 […]

Trillium Asset Management LLC Acquires 9,667 Shares of Marathon Petroleum Corp (NYSE:MPC)

Trillium Asset Management LLC increased its holdings in shares of Marathon Petroleum Corp (NYSE:MPC) by 8.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 128,485 shares of the oil and gas company’s stock after purchasing an additional 9,667 shares during the period. […]

Checchi Capital Advisers LLC Takes Position in Centene Corp (NYSE:CNC)

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 […]

Private Capital Group LLC Buys 462 Shares of Boston Properties, Inc. (NYSE:BXP)

Private Capital Group LLC lifted its stake in Boston Properties, Inc. (NYSE:BXP) by 48.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,415 shares of the real estate investment trust’s stock after buying an additional 462 shares during the period. Private […]

Zurcher Kantonalbank Zurich Cantonalbank Has $6.34 Million Stake in Travelers Companies Inc (NYSE:TRV)

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 […]

Baxter International Inc (NYSE:BAX) Position Raised by Ieq Capital LLC

Ieq Capital LLC raised its stake in Baxter International Inc (NYSE:BAX) by 26.8% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,028 shares of the medical instruments supplier’s stock after buying an additional 852 shares during the period. Ieq Capital LLC’s holdings in Baxter […]

Ieq Capital LLC Grows Stake in Fortive Corp (NYSE:FTV)

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 Has $2.26 Million Holdings in ConocoPhillips (NYSE:COP)

AE Wealth Management LLC increased its stake in shares of ConocoPhillips (NYSE:COP) by 63.1% during the first quarter, HoldingsChannel.com reports. The fund owned 73,369 shares of the energy producer’s stock after purchasing an additional 28,391 shares during the period. AE Wealth Management LLC’s holdings in ConocoPhillips were worth $2,260,000 as of its most recent SEC […]

Consolidated Edison, Inc. (NYSE:ED) Shares Acquired by AE Wealth Management LLC

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 […]

Ieq Capital LLC Cuts Holdings in Aon PLC (NYSE:AON)

Ieq Capital LLC decreased its stake in shares of Aon PLC (NYSE:AON) by 2.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,640 shares of the financial services provider’s stock after selling 70 shares during the quarter. Ieq Capital LLC’s […]

Tyson Foods, Inc. (NYSE:TSN) Shares Bought by Trustcore Financial Services LLC

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. […]

Buckingham Asset Management LLC Has $641,000 Stock Position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)

Buckingham Asset Management LLC grew its position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY) by 10.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 2,437 shares of the exchange traded fund’s stock after buying an additional 233 shares during the period. Buckingham Asset Management LLC’s holdings […]

CMS Energy (NYSE:CMS) Research Coverage Started at Mizuho

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 […]

Ieq Capital LLC Increases Stake in Colgate-Palmolive (NYSE:CL)

Ieq Capital LLC raised its stake in shares of Colgate-Palmolive (NYSE:CL) by 2.2% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 7,544 shares of the company’s stock after acquiring an additional 166 shares during the period. Ieq Capital LLC’s holdings in […]

Checchi Capital Advisers LLC Has $243,000 Position in Moody’s Co. (NYSE:MCO)

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 […]

Cigna Corp (NYSE:CI) Stake Reduced by Tiedemann Advisors LLC

Tiedemann Advisors LLC cut its holdings in Cigna Corp (NYSE:CI) by 4.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,019 shares of the health services provider’s stock after selling 104 shares during the quarter. Tiedemann Advisors LLC’s holdings in […]

Bank of New York Mellon Corp (NYSE:BK) Shares Acquired by Zurcher Kantonalbank Zurich Cantonalbank

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. Decreases Holdings in C.H. Robinson Worldwide Inc (NASDAQ:CHRW)

Benjamin F. Edwards & Company Inc. cut its holdings in shares of C.H. Robinson Worldwide Inc (NASDAQ:CHRW) by 8.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,614 shares of the transportation company’s stock after selling 935 shares during the […]

Benjamin F. Edwards & Company Inc. Trims Stake in McKesson Co. (NYSE:MCK)

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 […]

Trustcore Financial Services LLC Raises Stock Holdings in Delta Air Lines, Inc. (NYSE:DAL)

Trustcore Financial Services LLC boosted its position in Delta Air Lines, Inc. (NYSE:DAL) by 77.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,369 shares of the transportation company’s stock after buying an additional 1,468 shares during […]

Bartlett & Co. LLC Invests $3.46 Million in Novo Nordisk A/S (NYSE:NVO)

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. […]

Checchi Capital Advisers LLC Has $282,000 Stock Holdings in SYSCO Co. (NYSE:SYY)

Checchi Capital Advisers LLC cut its position in SYSCO Co. (NYSE:SYY) by 18.5% during the 1st quarter, HoldingsChannel reports. The firm owned 6,198 shares of the company’s stock after selling 1,407 shares during the quarter. Checchi Capital Advisers LLC’s holdings in SYSCO were worth $282,000 at the end of the most recent quarter. A number […]

Buckingham Asset Management LLC Buys 170 Shares of Fidelity National Information Servcs Inc (NYSE:FIS)

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 Purchases Shares of 117,295 iShares Short-Term Corporate Bond ETF (NYSEARCA:IGSB)

Bartlett & Co. LLC purchased a new stake in iShares Short-Term Corporate Bond ETF (NYSEARCA:IGSB) during the first quarter, according to the company in its most recent filing with the SEC. The firm purchased 117,295 shares of the company’s stock, valued at approximately $6,142,000. Several other institutional investors and hedge funds also recently made changes […]

41,027 Shares in iShares National Muni Bond ETF (NYSEARCA:MUB) Bought by Bartlett & Co. LLC

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 […]

Trillium Asset Management LLC Increases Position in Itau Unibanco Holding SA (NYSE:ITUB)

Trillium Asset Management LLC increased its stake in shares of Itau Unibanco Holding SA (NYSE:ITUB) by 36.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 562,500 shares of the bank’s stock after buying an additional 150,000 shares during the quarter. Trillium […]