Finance

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 […]

Financial Architects Inc raised its position in NVIDIA Co. (NASDAQ:NVDA) by 89.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,377 shares of the computer hardware maker’s stock after purchasing an additional 650 shares during the quarter. Financial Architects Inc’s holdings in […]

WASHINGTON TRUST Co acquired a new position in Phillips 66 (NYSE:PSX) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 5,576 shares of the oil and gas company’s stock, valued at approximately $300,000. Other large investors have also made changes to their positions […]

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 […]

AE Wealth Management LLC decreased its position in BlackRock, Inc. (NYSE:BLK) by 27.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,227 shares of the asset manager’s stock after selling 1,960 shares during the quarter. AE Wealth Management LLC’s […]

Shepherd Financial Partners LLC lessened its stake in shares of AT&T Inc. (NYSE:T) by 54.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 24,758 shares of the technology company’s stock after selling 29,266 shares during the period. Shepherd Financial Partners LLC’s […]

Private Capital Group LLC boosted its holdings in shares of 3M Co (NYSE:MMM) by 85.5% in the first quarter, HoldingsChannel reports. The firm owned 1,269 shares of the conglomerate’s stock after acquiring an additional 585 shares during the period. Private Capital Group LLC’s holdings in 3M were worth $173,000 at the end of the most […]

Buckingham Asset Management LLC increased its stake in shares of FedEx Co. (NYSE:FDX) by 40.6% in the first quarter, Holdings Channel reports. The firm owned 6,419 shares of the shipping service provider’s stock after buying an additional 1,852 shares during the quarter. Buckingham Asset Management LLC’s holdings in FedEx were worth $778,000 at the end […]

Shares of FedEx Co. (NYSE:FDX) have earned a consensus recommendation of “Hold” from the twenty-nine ratings firms that are presently covering the firm, Marketbeat reports. Two equities research analysts have rated the stock with a sell recommendation, twelve have assigned a hold recommendation and thirteen have given a buy recommendation to the company. The average […]

Ieq Capital LLC lessened its holdings in Chubb Ltd (NYSE:CB) by 10.4% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,367 shares of the financial services provider’s stock after selling 392 shares during the period. Ieq Capital LLC’s holdings in Chubb were worth […]

Zurcher Kantonalbank Zurich Cantonalbank grew its holdings in Kinder Morgan Inc (NYSE:KMI) by 19.7% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 507,190 shares of the pipeline company’s stock after acquiring an additional 83,301 shares during the quarter. Zurcher Kantonalbank Zurich Cantonalbank’s […]

Shepherd Financial Partners LLC boosted its holdings in Procter & Gamble Co (NYSE:PG) by 27.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,815 shares of the company’s stock after acquiring an additional 1,452 shares during the quarter. Shepherd Financial Partners LLC’s holdings […]

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 […]

Checchi Capital Advisers LLC bought a new stake in General Mills, Inc. (NYSE:GIS) in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 4,906 shares of the company’s stock, valued at approximately $259,000. A number of other institutional investors and hedge funds also recently bought and […]

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 boosted its holdings in shares of Mondelez International Inc (NASDAQ:MDLZ) by 8.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,121 shares of the company’s stock after buying an additional 1,055 shares during the quarter. […]

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 […]

Bartlett & Co. LLC bought a new stake in shares of Intel Co. (NASDAQ:INTC) in the first quarter, according to its most recent Form 13F filing with the SEC. The fund bought 816,926 shares of the chip maker’s stock, valued at approximately $44,212,000. Intel accounts for 1.3% of Bartlett & Co. LLC’s investment portfolio, making […]

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 […]

Zurcher Kantonalbank Zurich Cantonalbank decreased its stake in Cognizant Technology Solutions Corp (NASDAQ:CTSH) by 7.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 132,663 shares of the information technology service provider’s stock after selling 10,437 shares during the […]

Goelzer Investment Management Inc. decreased its holdings in General Mills, Inc. (NYSE:GIS) by 32.8% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,880 shares of the company’s stock after selling 1,890 shares during the quarter. Goelzer Investment Management Inc.’s holdings in General […]

Checchi Capital Advisers LLC increased its stake in Emerson Electric Co. (NYSE:EMR) by 22.0% in the 1st quarter, Holdings Channel reports. The fund owned 7,267 shares of the industrial products company’s stock after buying an additional 1,310 shares during the quarter. Checchi Capital Advisers LLC’s holdings in Emerson Electric were worth $346,000 at the end […]

Checchi Capital Advisers LLC grew its holdings in DIGITAL RLTY TR/SH (NYSE:DLR) by 41.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,427 shares of the real estate investment trust’s stock after acquiring an additional 707 shares during the period. Checchi Capital Advisers […]

Bartlett & Co. LLC bought a new position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 45,537 shares of the company’s stock, valued at approximately $6,844,000. Bartlett & Co. LLC owned […]

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 […]