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Twelve Points Wealth Management LLC Sells 4,392 Shares of AT&T Inc. (NYSE:T)
Twelve Points Wealth Management LLC decreased its position in AT&T Inc. (NYSE:T – Free Report) by 24.9% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 13,237 shares... More of this article »
New Mexico Educational Retirement Board Reduces Position in Comcast Corporation (NASDAQ:CMCSA)
New Mexico Educational Retirement Board cut its holdings in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 3.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Court Place Advisors LLC Sells 233 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)
Court Place Advisors LLC trimmed its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Dogwood Wealth Management LLC Boosts Stake in QUALCOMM Incorporated (NASDAQ:QCOM)
Dogwood Wealth Management LLC raised its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 10.7% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,578 shares... More of this article »
Quotient Wealth Partners LLC Has $771,000 Stock Holdings in Waste Management, Inc. (NYSE:WM)
Quotient Wealth Partners LLC cut its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 12.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Bridges Investment Management Inc. Sells 289 Shares of RTX Corporation (NYSE:RTX)
Bridges Investment Management Inc. decreased its position in RTX Corporation (NYSE:RTX – Free Report) by 1.0% during the first quarter, Holdings Channel reports. The fund owned 29,135 shares of the company’s stock after... More of this article »
Quotient Wealth Partners LLC Cuts Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)
Quotient Wealth Partners LLC trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Bridges Investment Management Inc. Buys 383 Shares of Tesla, Inc. (NASDAQ:TSLA)
Bridges Investment Management Inc. grew its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 3.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
New Insight Wealth Advisors Has $319,000 Position in Costco Wholesale Corporation (NASDAQ:COST)
New Insight Wealth Advisors increased its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 14.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
4,970 Shares in CVS Health Corporation (NYSE:CVS) Acquired by Topsail Wealth Management LLC
Topsail Wealth Management LLC purchased a new position in shares of CVS Health Corporation (NYSE:CVS – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Financial Contrast: Bayer Aktiengesellschaft (OTCMKTS:BAYRY) & Merck & Co., Inc. (NYSE:MRK)
Bayer Aktiengesellschaft (OTCMKTS:BAYRY – Get Free Report) and Merck & Co., Inc. (NYSE:MRK – Get Free Report) are both large-cap medical companies, but which is the better investment? We will contrast the two companies... More of this article »
Linden Thomas Advisory Services LLC Has $4.37 Million Stock Position in Adobe Inc. (NASDAQ:ADBE)
Linden Thomas Advisory Services LLC raised its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 6.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
First Interstate Bank Purchases 10,569 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
First Interstate Bank lifted its stake in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 0.7% during the first quarter, Holdings Channel.com reports. The fund owned 1,479,545 shares of the company’s... More of this article »
First Interstate Bank Sells 65,214 Shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
First Interstate Bank lessened its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 69.3% during the first quarter, HoldingsChannel.com reports. The firm owned 28,904 shares of the company’s... More of this article »
Cornerstone Planning Group LLC Raises Position in International Business Machines Corporation (NYSE:IBM)
Cornerstone Planning Group LLC boosted its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 8.9% in the first quarter, HoldingsChannel reports. The firm owned 1,177 shares of the technology... More of this article »
Banque Pictet & Cie SA Raises Stock Holdings in Colgate-Palmolive Company (NYSE:CL)
Banque Pictet & Cie SA lifted its holdings in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 26.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Chemung Canal Trust Co. Sells 600 Shares of Procter & Gamble Company (The) (NYSE:PG)
Chemung Canal Trust Co. lessened its position in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 1.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Schwab US Large-Cap ETF (NYSEARCA:SCHX) Shares Sold by Van Cleef Asset Management Inc
Van Cleef Asset Management Inc reduced its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 2.1% during the 1st quarter, according to the company in its most recent filing with the Securities and... More of this article »
Stratos Wealth Partners LTD. Has $26.75 Million Stake in Eli Lilly and Company (NYSE:LLY)
Stratos Wealth Partners LTD. decreased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 6.2% in the first quarter, Holdings Channel reports. The fund owned 32,382 shares of the company’s stock... More of this article »
Principal Securities Inc. Grows Stock Position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)
Principal Securities Inc. lifted its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 0.4% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Optimum Investment Advisors Grows Stock Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)
Optimum Investment Advisors raised its position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 12.5% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Linden Thomas Advisory Services LLC Boosts Holdings in Palo Alto Networks, Inc. (NASDAQ:PANW)
Linden Thomas Advisory Services LLC grew its position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 4.8% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 24,697 shares of the network... More of this article »
First National Bank & Trust Co. of Newtown Raises Stock Position in Merck & Co., Inc. (NYSE:MRK)
First National Bank & Trust Co. of Newtown grew its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Promising Real Estate Stocks To Follow Now – July 8th
Bank of America, Wells Fargo & Company, Ford Motor, Morgan Stanley, and The PNC Financial Services Group are the five Real Estate stocks to watch today, according to MarketBeat’s stock screener tool. Real estate stocks... More of this article »
Procter & Gamble Company (The) Announces Quarterly Dividend of $1.06 (NYSE:PG)
Procter & Gamble Company (The) (NYSE:PG – Get Free Report) announced a quarterly dividend on Tuesday, July 8th, RTT News reports. Shareholders of record on Friday, July 18th will be paid a dividend of 1.0568 per share on... More of this article »
Banque Pictet & Cie SA Sells 300,773 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Banque Pictet & Cie SA reduced its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 11.1% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
New Mexico Educational Retirement Board Sells 6,700 Shares of Wells Fargo & Company (NYSE:WFC)
New Mexico Educational Retirement Board lowered its stake in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 4.1% during the first quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Lbp Am Sa Buys 88,250 Shares of Ecolab Inc. (NYSE:ECL)
Lbp Am Sa increased its stake in Ecolab Inc. (NYSE:ECL – Free Report) by 308.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 116,885 shares of the basic materials company’s... More of this article »
Chemung Canal Trust Co. Grows Position in Adobe Inc. (NASDAQ:ADBE)
Chemung Canal Trust Co. boosted its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 1.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,368... More of this article »
Axxcess Wealth Management LLC Has $17.26 Million Holdings in Abbott Laboratories (NYSE:ABT)
Axxcess Wealth Management LLC grew its stake in Abbott Laboratories (NYSE:ABT – Free Report) by 7.1% in the 1st quarter, Holdings Channel reports. The institutional investor owned 130,099 shares of the healthcare product maker’s... More of this article »
iShares Russell 1000 ETF (NYSEARCA:IWB) Shares Acquired by Principal Securities Inc.
Principal Securities Inc. lifted its holdings in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Free Report) by 0.1% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 165,941 shares... More of this article »
Honeywell International Inc. (NASDAQ:HON) Shares Sold by First National Bank & Trust Co. of Newtown
First National Bank & Trust Co. of Newtown lessened its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 3.7% in the 1st quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Twelve Points Wealth Management LLC Buys 571 Shares of Alphabet Inc. (NASDAQ:GOOG)
Twelve Points Wealth Management LLC boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 13.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
KKR & Co. Inc. (NYSE:KKR) Lowered to “Hold” Rating by HSBC
KKR & Co. Inc. (NYSE:KKR – Get Free Report) was downgraded by research analysts at HSBC from a “buy” rating to a “hold” rating in a research note issued to investors on Wednesday,Briefing.com Automated... More of this article »
Truist Financial Boosts Wells Fargo & Company (NYSE:WFC) Price Target to $86.00
Wells Fargo & Company (NYSE:WFC) had its target price increased by analysts at Truist Financial from $83.00 to $86.00 in a report issued on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the... More of this article »
Twelve Points Wealth Management LLC Boosts Stock Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Twelve Points Wealth Management LLC grew its position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 133.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Rehmann Capital Advisory Group Grows Stock Position in Invesco QQQ (NASDAQ:QQQ)
Rehmann Capital Advisory Group raised its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 7.9% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 24,473 shares of the exchange... More of this article »
First National Bank & Trust Co. of Newtown Acquires 447 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
First National Bank & Trust Co. of Newtown raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 20.8% during the first quarter, according to its most recent disclosure with the Securities... More of this article »