Archive for Scott Moore

Rossmore Private Capital increased its position in shares of Home Depot Inc (NYSE:HD) by 59.6% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 19,500 shares of the home improvement retailer’s stock after buying an additional 7,279 shares during the quarter. Home Depot makes up 1.3% of Rossmore Private Capital’s investment portfolio, making […]

Buckingham Asset Management LLC increased its position in shares of Air Products & Chemicals, Inc. (NYSE:APD) by 37.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,478 shares of the basic materials company’s stock after purchasing an additional 676 shares during the […]

Ieq Capital LLC boosted its position in shares of Anthem Inc (NYSE:ANTM) by 35.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,063 shares of the company’s stock after acquiring an additional 536 shares during the period. Ieq Capital […]

Checchi Capital Advisers LLC increased its position in shares of Consolidated Edison, Inc. (NYSE:ED) by 11.6% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,616 shares of the utilities provider’s stock after purchasing an additional 481 shares during the period. Checchi Capital […]

Financial Architects Inc lowered its stake in shares of Clorox Co (NYSE:CLX) by 6.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,968 shares of the company’s stock after selling 129 shares during the period. Financial Architects Inc’s holdings in […]

Applied Materials (NASDAQ:AMAT) had its target price lowered by Cfra from $68.00 to $60.00 in a report released on Friday, BenzingaRatingsTable reports. The firm currently has a “hold” rating on the manufacturing equipment provider’s stock. Cfra’s price target points to a potential upside of 15.30% from the stock’s previous close. Several other research analysts have […]

Bartlett & Co. LLC purchased a new stake in shares of Constellation Brands, Inc. (NYSE:STZ) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 48,355 shares of the company’s stock, valued at approximately $6,932,000. Several other hedge funds have also […]

Rossmore Private Capital lowered its stake in shares of salesforce.com, inc. (NYSE:CRM) by 4.9% during the first quarter, Holdings Channel reports. The fund owned 2,041 shares of the CRM provider’s stock after selling 106 shares during the period. Rossmore Private Capital’s holdings in salesforce.com were worth $294,000 as of its most recent SEC filing. Several […]

Trillium Asset Management LLC lifted its position in shares of Visa Inc (NYSE:V) by 1.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 46,974 shares of the credit-card processor’s stock after acquiring an additional 760 shares during the period. Trillium Asset Management LLC’s holdings in Visa were […]

Securian Asset Management Inc reduced its stake in shares of Ecolab Inc. (NYSE:ECL) by 1.7% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 24,813 shares of the basic materials company’s stock after selling 439 shares during the period. Securian Asset Management Inc’s holdings in Ecolab were […]

Bartlett & Co. LLC acquired a new stake in iShares US Preferred Stock ETF (NASDAQ:PFF) in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 133,609 shares of the company’s stock, valued at approximately $4,254,000. Several other hedge funds have also made changes to […]

Private Capital Group LLC lowered its position in Automatic Data Processing (NASDAQ:ADP) by 6.8% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,338 shares of the business services provider’s stock after selling 98 shares during the quarter. Private Capital Group LLC’s holdings in […]

Financial Architects Inc trimmed its holdings in Vanguard Value ETF (NYSEARCA:VTV) by 5.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,451 shares of the company’s stock after selling 137 shares during the quarter. Financial Architects Inc’s holdings in Vanguard Value ETF […]

Trillium Asset Management LLC increased its position in CBRE Group Inc (NYSE:CBRE) by 26.8% in the 1st quarter, Holdings Channel reports. The firm owned 59,862 shares of the financial services provider’s stock after buying an additional 12,669 shares during the quarter. Trillium Asset Management LLC’s holdings in CBRE Group were worth $2,257,000 as of its […]

Trillium Asset Management LLC cut its stake in shares of Ingersoll-Rand PLC (NYSE:IR) by 60.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 98,551 shares of the industrial products company’s stock after selling 149,181 shares during the quarter. Trillium Asset Management LLC’s holdings in […]

Tiedemann Advisors LLC boosted its holdings in Liberty Sirius XM Group Series C (NASDAQ:LSXMK) by 58.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,864 shares of the technology company’s stock after acquiring an additional 3,258 shares during the period. Tiedemann […]

Tiedemann Advisors LLC boosted its position in shares of Visa Inc (NYSE:V) by 3.7% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 21,113 shares of the credit-card processor’s stock after buying an additional 758 shares during the quarter. Tiedemann Advisors LLC’s holdings in Visa […]

Goelzer Investment Management Inc. decreased its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) by 9.6% during the 1st quarter, HoldingsChannel reports. The firm owned 3,279 shares of the company’s stock after selling 350 shares during the quarter. Goelzer Investment Management Inc.’s holdings in Vanguard Intermediate-Term Bond ETF were worth $293,000 at the end of the […]

Aptus Capital Advisors LLC grew its position in Vanguard Growth ETF (NYSEARCA:VUG) by 5.2% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,895 shares of the company’s stock after buying an additional 93 shares during the quarter. Aptus Capital Advisors LLC’s […]

WASHINGTON TRUST Co purchased a new position in Hartford Financial Services Group Inc (NYSE:HIG) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,200 shares of the insurance provider’s stock, valued at approximately $148,000. Several other institutional investors have also recently […]

AE Wealth Management LLC increased its stake in Exxon Mobil Co. (NYSE:XOM) by 30.8% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 389,101 shares of the oil and gas company’s stock after acquiring an additional 91,612 shares during the quarter. AE Wealth […]

Buckingham Asset Management LLC boosted its stake in shares of iShares US Real Estate ETF (NYSEARCA:IYR) by 56.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 8,125 shares of the real estate investment trust’s stock after purchasing an additional […]

Fate Therapeutics (NASDAQ:FATE) was downgraded by stock analysts at BidaskClub from a “buy” rating to a “hold” rating in a research note issued to investors on Friday, BidAskClub reports. Other analysts also recently issued reports about the stock. Zacks Investment Research downgraded shares of Fate Therapeutics from a “buy” rating to a “hold” rating in […]

Check Cap (NASDAQ:CHEK) was upgraded by Zacks Investment Research from a “hold” rating to a “buy” rating in a report issued on Friday, Zacks.com reports. The brokerage currently has a $0.50 target price on the medical research company’s stock. Zacks Investment Research‘s price objective would suggest a potential downside of 5.02% from the company’s current […]

Ieq Capital LLC reduced its stake in Vanguard Small-Cap ETF (NYSEARCA:VB) by 18.6% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,955 shares of the company’s stock after selling 673 shares during the period. Ieq Capital LLC’s holdings in Vanguard Small-Cap […]