Latest News

Fintech Innovation a Solid Alternative to Established Options

FinTech money transfer companies have dramatically changed the way we move money from one country to another. The traditional model which espouses banks as the de facto money transmission mechanism is quickly losing favour with clients around the world. For starters, banks and institutional financial organizations eat into more of every $1 sent abroad than […]

IBM Retirement Fund Has $936,000 Stock Position in PPG Industries, Inc. (NYSE:PPG)

IBM Retirement Fund boosted its stake in shares of PPG Industries, Inc. (NYSE:PPG) by 39.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 7,668 shares of the specialty chemicals company’s stock after buying an additional 2,153 shares during the period. IBM […]

Hennessy Advisors Inc. Sells 28,850 Shares of Pfizer Inc. (NYSE:PFE)

Hennessy Advisors Inc. trimmed its holdings in Pfizer Inc. (NYSE:PFE) by 10.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 243,200 shares of the biopharmaceutical company’s stock after selling 28,850 shares during the period. Hennessy Advisors Inc.’s holdings in […]

Hennessy Advisors Inc. Increases Stock Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Hennessy Advisors Inc. raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 5.8% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 259,200 shares of the network equipment provider’s stock after acquiring an additional 14,150 shares during the period. Hennessy Advisors Inc.’s holdings in Cisco Systems were worth $10,210,000 as of its most recent SEC […]

Cardinal Capital Management Grows Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Cardinal Capital Management grew its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.7% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 51,064 shares of the financial services provider’s stock after buying an additional 365 shares during the quarter. […]

Hennessy Advisors Inc. Decreases Stake in AT&T Inc. (NYSE:T)

Hennessy Advisors Inc. reduced its stake in shares of AT&T Inc. (NYSE:T) by 2.2% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 126,160 shares of the technology company’s stock after selling 2,900 shares during the period. Hennessy Advisors Inc.’s holdings in AT&T were worth $3,597,000 […]

Merck & Co., Inc. (NYSE:MRK) Shares Sold by Hennessy Advisors Inc.

Hennessy Advisors Inc. trimmed its holdings in Merck & Co., Inc. (NYSE:MRK) by 2.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 88,000 shares of the company’s stock after selling 1,800 shares during the quarter. Hennessy Advisors Inc.’s holdings in Merck & Co., […]

Hennessy Advisors Inc. Has $5.45 Million Stake in Exxon Mobil Co. (NYSE:XOM)

Hennessy Advisors Inc. decreased its position in shares of Exxon Mobil Co. (NYSE:XOM) by 9.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 158,610 shares of the oil and gas company’s stock after selling 16,450 shares during the quarter. […]

Avantax Advisory Services Inc. Boosts Stock Position in International Paper Co (NYSE:IP)

Avantax Advisory Services Inc. increased its stake in shares of International Paper Co (NYSE:IP) by 149.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,538 shares of the basic materials company’s stock after purchasing an additional 13,499 shares during […]

Cardinal Capital Management Increases Position in Johnson & Johnson (NYSE:JNJ)

Cardinal Capital Management grew its stake in shares of Johnson & Johnson (NYSE:JNJ) by 0.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 97,696 shares of the company’s stock after buying an additional 121 shares during the quarter. Johnson & Johnson accounts […]

Relyea Zuckerberg Hanson LLC Sells 177 Shares of Johnson & Johnson (NYSE:JNJ)

Relyea Zuckerberg Hanson LLC lowered its stake in shares of Johnson & Johnson (NYSE:JNJ) by 2.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,587 shares of the company’s stock after selling 177 shares during the period. Johnson & Johnson […]

Masimo Co. (NASDAQ:MASI) Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. lowered its position in shares of Masimo Co. (NASDAQ:MASI) by 6.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 29,581 shares of the medical equipment provider’s stock after selling 2,139 shares during the period. Envestnet Asset Management Inc. owned about […]

IFM Investors Pty Ltd Buys 643 Shares of Kansas City Southern (NYSE:KSU)

IFM Investors Pty Ltd lifted its stake in shares of Kansas City Southern (NYSE:KSU) by 9.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,463 shares of the transportation company’s stock after purchasing an additional 643 shares during the period. […]

Avantax Advisory Services Inc. Increases Stock Position in Schlumberger Limited. (NYSE:SLB)

Avantax Advisory Services Inc. boosted its stake in Schlumberger Limited. (NYSE:SLB) by 91.4% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 54,973 shares of the oil and gas company’s stock after acquiring an additional 26,247 shares during the period. Avantax […]

Cardinal Capital Management Has $4.75 Million Stock Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Cardinal Capital Management lifted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 120,486 shares of the network equipment provider’s stock after purchasing an additional 2,299 shares during the quarter. Cardinal Capital […]

AT&T Inc. (NYSE:T) Shares Sold by Lowe Wealth Advisors LLC

Lowe Wealth Advisors LLC lessened its holdings in AT&T Inc. (NYSE:T) by 18.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,848 shares of the technology company’s stock after selling 625 shares during the quarter. Lowe Wealth Advisors […]

AT&T Inc. (NYSE:T) Shares Sold by Relyea Zuckerberg Hanson LLC

Relyea Zuckerberg Hanson LLC reduced its holdings in shares of AT&T Inc. (NYSE:T) by 6.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,716 shares of the technology company’s stock after selling 639 shares during the quarter. Relyea Zuckerberg Hanson LLC’s […]

Ropes Wealth Advisors LLC Has $2.25 Million Stock Holdings in AT&T Inc. (NYSE:T)

Ropes Wealth Advisors LLC increased its stake in shares of AT&T Inc. (NYSE:T) by 16.8% during the 3rd quarter, Holdings Channel.com reports. The firm owned 78,821 shares of the technology company’s stock after acquiring an additional 11,332 shares during the quarter. Ropes Wealth Advisors LLC’s holdings in AT&T were worth $2,247,000 at the end of […]

Relyea Zuckerberg Hanson LLC Grows Stake in Pfizer Inc. (NYSE:PFE)

Relyea Zuckerberg Hanson LLC increased its stake in Pfizer Inc. (NYSE:PFE) by 4.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,900 shares of the biopharmaceutical company’s stock after acquiring an additional 305 shares during the period. Relyea […]

Lowe Wealth Advisors LLC Sells 300 Shares of Merck & Co., Inc. (NYSE:MRK)

Lowe Wealth Advisors LLC lessened its holdings in shares of Merck & Co., Inc. (NYSE:MRK) by 38.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 489 shares of the company’s stock after selling 300 shares during the period. Lowe Wealth Advisors LLC’s holdings in Merck & Co., […]

Merck & Co., Inc. (NYSE:MRK) Holdings Raised by Ropes Wealth Advisors LLC

Ropes Wealth Advisors LLC increased its position in Merck & Co., Inc. (NYSE:MRK) by 0.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 43,901 shares of the company’s stock after acquiring an additional 230 shares during the quarter. Merck & Co., Inc. comprises […]

Ropes Wealth Advisors LLC Boosts Stake in Alphabet Inc. (NASDAQ:GOOGL)

Ropes Wealth Advisors LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOGL) by 5.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,728 shares of the information services provider’s stock after buying an additional 150 shares during the quarter. Alphabet makes up approximately […]

Cardinal Capital Management Cuts Holdings in Exxon Mobil Co. (NYSE:XOM)

Cardinal Capital Management decreased its position in shares of Exxon Mobil Co. (NYSE:XOM) by 79.1% in the third quarter, HoldingsChannel reports. The firm owned 16,901 shares of the oil and gas company’s stock after selling 63,988 shares during the quarter. Cardinal Capital Management’s holdings in Exxon Mobil were worth $580,000 at the end of the […]

Cardinal Capital Management Boosts Stake in Merck & Co., Inc. (NYSE:MRK)

Cardinal Capital Management increased its stake in shares of Merck & Co., Inc. (NYSE:MRK) by 0.7% in the third quarter, HoldingsChannel.com reports. The firm owned 61,287 shares of the company’s stock after buying an additional 432 shares during the period. Merck & Co., Inc. accounts for approximately 1.4% of Cardinal Capital Management’s portfolio, making the […]

Cadence Design Systems, Inc. (NASDAQ:CDNS) Shares Bought by IBM Retirement Fund

IBM Retirement Fund increased its stake in Cadence Design Systems, Inc. (NASDAQ:CDNS) by 39.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,960 shares of the software maker’s stock after buying an additional 2,516 shares during the quarter. IBM Retirement Fund’s holdings in […]

IBM Retirement Fund Boosts Stake in WEC Energy Group Inc (NYSE:WEC)

IBM Retirement Fund grew its holdings in WEC Energy Group Inc (NYSE:WEC) by 39.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,266 shares of the utilities provider’s stock after buying an additional 2,883 shares during the quarter. IBM Retirement Fund’s holdings […]

Envestnet Asset Management Inc. Has $7.22 Million Stock Holdings in The AES Co. (NYSE:AES)

Envestnet Asset Management Inc. lowered its position in shares of The AES Co. (NYSE:AES) by 1.2% in the third quarter, HoldingsChannel reports. The firm owned 398,422 shares of the utilities provider’s stock after selling 4,728 shares during the period. Envestnet Asset Management Inc.’s holdings in The AES were worth $7,215,000 at the end of the […]

Ropes Wealth Advisors LLC Sells 537 Shares of Walmart Inc. (NYSE:WMT)

Ropes Wealth Advisors LLC lessened its holdings in shares of Walmart Inc. (NYSE:WMT) by 3.4% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,353 shares of the retailer’s stock after selling 537 shares during the quarter. Ropes Wealth Advisors LLC’s holdings in Walmart were […]

BlueSky Wealth Advisors LLC Has $289,000 Stock Position in Amazon.com, Inc. (NASDAQ:AMZN)

BlueSky Wealth Advisors LLC decreased its stake in Amazon.com, Inc. (NASDAQ:AMZN) by 19.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 84 shares of the e-commerce giant’s stock after selling 20 shares during the period. BlueSky Wealth Advisors LLC’s […]

Clearwater Capital Advisors LLC Grows Stock Holdings in iShares S&P 500 ETF (NYSEARCA:IVV)

Clearwater Capital Advisors LLC grew its holdings in shares of iShares S&P 500 ETF (NYSEARCA:IVV) by 1.5% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 5,074 shares of the company’s stock after purchasing an additional 73 shares during the period. Clearwater Capital Advisors LLC’s holdings in iShares […]

Envestnet Asset Management Inc. Sells 59,275 Shares of Kansas City Southern (NYSE:KSU)

Envestnet Asset Management Inc. trimmed its stake in Kansas City Southern (NYSE:KSU) by 61.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 37,388 shares of the transportation company’s stock after selling 59,275 shares during the period. Envestnet Asset Management Inc.’s holdings […]

Flagship Harbor Advisors LLC Sells 988 Shares of Morgan Stanley (NYSE:MS)

Flagship Harbor Advisors LLC decreased its stake in shares of Morgan Stanley (NYSE:MS) by 59.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 662 shares of the financial services provider’s stock after selling 988 shares during the period. Flagship […]

IBM Retirement Fund Purchases 865 Shares of Kansas City Southern (NYSE:KSU)

IBM Retirement Fund raised its position in Kansas City Southern (NYSE:KSU) by 39.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,081 shares of the transportation company’s stock after purchasing an additional 865 shares during the quarter. IBM Retirement Fund’s holdings in […]

IBM Retirement Fund Acquires 885 Shares of Laboratory Co. of America Holdings (NYSE:LH)

IBM Retirement Fund grew its holdings in shares of Laboratory Co. of America Holdings (NYSE:LH) by 39.1% during the third quarter, Holdings Channel.com reports. The institutional investor owned 3,151 shares of the medical research company’s stock after purchasing an additional 885 shares during the quarter. IBM Retirement Fund’s holdings in Laboratory Co. of America were […]

Netflix, Inc. (NASDAQ:NFLX) Position Boosted by DAVENPORT & Co LLC

DAVENPORT & Co LLC raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 10.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,010 shares of the Internet television network’s stock after acquiring an additional 95 shares during […]

Relyea Zuckerberg Hanson LLC Raises Position in Amazon.com, Inc. (NASDAQ:AMZN)

Relyea Zuckerberg Hanson LLC raised its holdings in Amazon.com, Inc. (NASDAQ:AMZN) by 17.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 594 shares of the e-commerce giant’s stock after buying an additional 90 shares during the period. Amazon.com makes up approximately 1.3% of […]

IBM Retirement Fund Buys 3,047 Shares of CBRE Group, Inc. (NYSE:CBRE)

IBM Retirement Fund raised its stake in shares of CBRE Group, Inc. (NYSE:CBRE) by 39.1% in the 3rd quarter, Holdings Channel reports. The firm owned 10,843 shares of the financial services provider’s stock after purchasing an additional 3,047 shares during the quarter. IBM Retirement Fund’s holdings in CBRE Group were worth $509,000 at the end […]

IBM Retirement Fund Increases Stock Holdings in Cooper Companies Inc (NYSE:COO)

IBM Retirement Fund increased its holdings in shares of Cooper Companies Inc (NYSE:COO) by 39.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,582 shares of the medical device company’s stock after buying an additional 444 shares during the quarter. IBM Retirement […]

Head to Head Contrast: Aurora Cannabis (ACB) & Its Competitors

Aurora Cannabis (NYSE: ACB) is one of 33 public companies in the “Medicinals & botanicals” industry, but how does it weigh in compared to its rivals? We will compare Aurora Cannabis to similar businesses based on the strength of its profitability, valuation, institutional ownership, earnings, dividends, risk and analyst recommendations. Risk & Volatility Aurora Cannabis […]

Microsoft Co. (NASDAQ:MSFT) Holdings Lessened by Arden Trust Co

Arden Trust Co lowered its position in shares of Microsoft Co. (NASDAQ:MSFT) by 3.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 74,678 shares of the software giant’s stock after selling 2,356 shares during the quarter. Microsoft accounts for about 2.8% of […]

Darwin Advisors LLC Trims Stake in Microsoft Co. (NASDAQ:MSFT)

Darwin Advisors LLC lowered its position in Microsoft Co. (NASDAQ:MSFT) by 1.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,572 shares of the software giant’s stock after selling 111 shares during the quarter. Darwin Advisors LLC’s holdings in Microsoft were […]