Investing

Altshuler Shaham Ltd Buys 133 Shares of Autodesk, Inc. (NASDAQ:ADSK)

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

Altshuler Shaham Ltd grew its holdings in Autodesk, Inc. (NASDAQ:ADSK) by 458.6% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 162 shares of the software company’s stock after acquiring an additional 133 shares during the quarter. Altshuler Shaham Ltd’s holdings in Autodesk […]

Dorsey & Whitney Trust CO LLC Trims Position in Autodesk, Inc. (NASDAQ:ADSK)

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

Dorsey & Whitney Trust CO LLC cut its holdings in shares of Autodesk, Inc. (NASDAQ:ADSK) by 3.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,565 shares of the software company’s stock after selling 63 shares during the period. Dorsey & Whitney Trust CO LLC’s […]

Smith Asset Management Group LP Buys 214 Shares of American Express (NYSE:AXP)

May 31st, 2020 - Comments Off - Filed Under - by Nicole Kennedy

Smith Asset Management Group LP boosted its stake in shares of American Express (NYSE:AXP) by 171.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 339 shares of the payment services company’s stock after purchasing an additional 214 shares […]

HHM Wealth Advisors LLC Purchases New Position in Facebook, Inc. (NASDAQ:FB)

May 31st, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

HHM Wealth Advisors LLC purchased a new stake in shares of Facebook, Inc. (NASDAQ:FB) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 244 shares of the social networking company’s stock, valued at approximately $41,000. Several other hedge funds have also made changes to their positions […]

GAM Holding AG Reduces Holdings in NVIDIA Co. (NASDAQ:NVDA)

May 31st, 2020 - Comments Off - Filed Under - by Mark Dietrich

GAM Holding AG trimmed its stake in NVIDIA Co. (NASDAQ:NVDA) by 94.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 790 shares of the computer hardware maker’s stock after selling 12,945 shares during the period. GAM Holding AG’s holdings in […]

V Wealth Advisors LLC Buys 4,328 Shares of U.S. Bancorp (NYSE:USB)

May 31st, 2020 - Comments Off - Filed Under - by Mark Dietrich

V Wealth Advisors LLC raised its stake in U.S. Bancorp (NYSE:USB) by 52.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,619 shares of the financial services provider’s stock after acquiring an additional 4,328 shares during the period. V Wealth Advisors LLC’s holdings […]

Wealthsource Partners LLC Acquires Shares of 3,147 American Express (NYSE:AXP)

May 31st, 2020 - Comments Off - Filed Under - by Mark Dietrich

Wealthsource Partners LLC acquired a new stake in shares of American Express (NYSE:AXP) during the 1st quarter, HoldingsChannel reports. The firm acquired 3,147 shares of the payment services company’s stock, valued at approximately $269,000. Other large investors also recently modified their holdings of the company. Candriam Luxembourg S.C.A. raised its stake in shares of American […]

CSat Investment Advisory L.P. Acquires 3,997 Shares of Toro Co (NYSE:TTC)

May 31st, 2020 - Comments Off - Filed Under - by Hanz Christensen

CSat Investment Advisory L.P. increased its position in shares of Toro Co (NYSE:TTC) by 616.8% in the first quarter, HoldingsChannel reports. The firm owned 4,645 shares of the company’s stock after purchasing an additional 3,997 shares during the period. CSat Investment Advisory L.P.’s holdings in Toro were worth $302,000 at the end of the most […]

Dollar Tree, Inc. (NASDAQ:DLTR) Shares Purchased by CSat Investment Advisory L.P.

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

CSat Investment Advisory L.P. increased its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 557.5% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,886 shares of the company’s stock after purchasing an additional 3,295 shares during the period. CSat Investment Advisory […]

Citigroup Inc (NYSE:C) Shares Sold by Wealthsource Partners LLC

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

Wealthsource Partners LLC decreased its holdings in shares of Citigroup Inc (NYSE:C) by 47.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,227 shares of the financial services provider’s stock after selling 5,595 shares during the quarter. Wealthsource Partners LLC’s holdings […]

AT&T Inc. (NYSE:T) Shares Sold by GAM Holding AG

May 31st, 2020 - Comments Off - Filed Under - by Mark Dietrich

GAM Holding AG lowered its stake in AT&T Inc. (NYSE:T) by 39.4% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 7,952 shares of the technology company’s stock after selling 5,173 shares during the quarter. GAM Holding AG’s holdings in AT&T were worth $232,000 […]

First Mercantile Trust Co. Buys New Shares in Intuitive Surgical, Inc. (NASDAQ:ISRG)

May 31st, 2020 - Comments Off - Filed Under - by Kyle Jackson

First Mercantile Trust Co. bought a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 543 shares of the medical equipment provider’s stock, valued at approximately $269,000. Other hedge funds have also recently […]

Carillon Tower Advisers Inc. Takes Position in Goldman Sachs Group Inc (NYSE:GS)

May 31st, 2020 - Comments Off - Filed Under - by Kyle Jackson

Carillon Tower Advisers Inc. bought a new stake in Goldman Sachs Group Inc (NYSE:GS) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 7,400 shares of the investment management company’s stock, valued at approximately $1,144,000. Several other hedge funds also […]

Carillon Tower Advisers Inc. Acquires Shares of 34,600 CVS Health Corp (NYSE:CVS)

May 31st, 2020 - Comments Off - Filed Under - by Kyle Jackson

Carillon Tower Advisers Inc. acquired a new stake in CVS Health Corp (NYSE:CVS) during the first quarter, according to its most recent filing with the SEC. The firm acquired 34,600 shares of the pharmacy operator’s stock, valued at approximately $2,053,000. A number of other institutional investors and hedge funds have also recently made changes to […]

Rockefeller Capital Management L.P. Increases Position in ServiceNow Inc (NYSE:NOW)

May 31st, 2020 - Comments Off - Filed Under - by Kyle Jackson

Rockefeller Capital Management L.P. increased its stake in shares of ServiceNow Inc (NYSE:NOW) by 1,147.9% in the first quarter, HoldingsChannel reports. The firm owned 10,270 shares of the information technology services provider’s stock after buying an additional 9,447 shares during the period. Rockefeller Capital Management L.P.’s holdings in ServiceNow were worth $2,943,000 as of its […]

Dorsey & Whitney Trust CO LLC Grows Stake in Intuit Inc. (NASDAQ:INTU)

May 31st, 2020 - Comments Off - Filed Under - by Kyle Jackson

Dorsey & Whitney Trust CO LLC boosted its position in shares of Intuit Inc. (NASDAQ:INTU) by 4.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,224 shares of the software maker’s stock after buying an additional 49 shares during the period. […]

Hillsdale Investment Management Inc. Takes Position in Bank of America Corp (NYSE:BAC)

May 31st, 2020 - Comments Off - Filed Under - by Kyle Jackson

Hillsdale Investment Management Inc. acquired a new position in shares of Bank of America Corp (NYSE:BAC) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 20,580 shares of the financial services provider’s stock, valued at approximately $436,000. A number of other institutional investors have […]

Wealthsource Partners LLC Has $359,000 Holdings in United Technologies Co. (NYSE:UTX)

May 31st, 2020 - Comments Off - Filed Under - by Nicole Kennedy

Wealthsource Partners LLC cut its stake in United Technologies Co. (NYSE:UTX) by 22.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,809 shares of the conglomerate’s stock after selling 1,130 shares during the period. Wealthsource Partners LLC’s holdings in United […]

UBS Group Increases TJX Companies (NYSE:TJX) Price Target to $52.00

May 31st, 2020 - Comments Off - Filed Under - by Mark Dietrich

TJX Companies (NYSE:TJX) had its price objective lifted by UBS Group from $48.00 to $52.00 in a research note issued to investors on Wednesday, BenzingaRatingsTable reports. They currently have a neutral rating on the apparel and home fashions retailer’s stock. Several other brokerages have also issued reports on TJX. Royal Bank of Canada lifted their […]

MRJ Capital Inc. Cuts Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

MRJ Capital Inc. cut its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 31.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,756 shares of the financial services provider’s stock after selling 18,605 shares during the quarter. JPMorgan Chase […]

Danaher Co. (NYSE:DHR) Shares Sold by Eagle Asset Management Inc.

May 31st, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Eagle Asset Management Inc. lowered its holdings in Danaher Co. (NYSE:DHR) by 2.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,614 shares of the conglomerate’s stock after selling 736 shares during the period. Eagle Asset Management Inc.’s holdings in Danaher […]

First Mercantile Trust Co. Grows Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

May 31st, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

First Mercantile Trust Co. lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 30.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 17,144 shares of the financial services provider’s stock after buying an additional 3,983 shares during the quarter. First Mercantile Trust Co.’s holdings in JPMorgan Chase & Co. were […]

Dorsey & Whitney Trust CO LLC Has $308,000 Holdings in Booking Holdings Inc. (NASDAQ:BKNG)

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

Dorsey & Whitney Trust CO LLC lessened its stake in Booking Holdings Inc. (NASDAQ:BKNG) by 9.8% in the 1st quarter, HoldingsChannel reports. The fund owned 229 shares of the business services provider’s stock after selling 25 shares during the quarter. Dorsey & Whitney Trust CO LLC’s holdings in Booking were worth $308,000 at the end […]

Phillips 66 (NYSE:PSX) Shares Bought by Wealthsource Partners LLC

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

Wealthsource Partners LLC raised its holdings in Phillips 66 (NYSE:PSX) by 93.8% 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 4,975 shares of the oil and gas company’s stock after buying an additional 2,408 shares during the […]

V Wealth Advisors LLC Increases Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

V Wealth Advisors LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 38.1% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 44,607 shares of the financial services provider’s stock after acquiring an additional 12,315 shares during the quarter. JPMorgan […]

V Wealth Advisors LLC Has $253,000 Stock Holdings in Chipotle Mexican Grill, Inc. (NYSE:CMG)

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

V Wealth Advisors LLC lifted its position in Chipotle Mexican Grill, Inc. (NYSE:CMG) by 51.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 388 shares of the restaurant operator’s stock after purchasing an additional 131 shares during the quarter. V Wealth Advisors LLC’s holdings […]

CSat Investment Advisory L.P. Increases Stake in American Water Works Company Inc (NYSE:AWK)

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

CSat Investment Advisory L.P. boosted its stake in American Water Works Company Inc (NYSE:AWK) by 327.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,882 shares of the utilities provider’s stock after purchasing an additional 2,208 shares during the quarter. […]

JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by HHM Wealth Advisors LLC

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

HHM Wealth Advisors LLC increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 62.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,536 shares of the financial services provider’s stock after acquiring an additional 1,744 shares during the quarter. HHM Wealth Advisors LLC’s […]

CROWN CASTLE IN/SH SH (NYSE:CCI) Stock Holdings Boosted by CSat Investment Advisory L.P.

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

CSat Investment Advisory L.P. lifted its stake in shares of CROWN CASTLE IN/SH SH (NYSE:CCI) by 14.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,401 shares of the real estate investment trust’s stock after acquiring an additional 179 […]

JPMorgan Chase & Co. (NYSE:JPM) Shares Bought by GAM Holding AG

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

GAM Holding AG increased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 16.7% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 41,432 shares of the financial services provider’s stock after buying an additional 5,920 shares during the period. GAM Holding AG’s holdings in JPMorgan Chase & Co. were worth $3,730,000 as […]

Sargent Investment Group LLC Purchases 3,563 Shares of JPMorgan Chase & Co. (NYSE:JPM)

May 31st, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Sargent Investment Group LLC boosted its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 31.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,906 shares of the financial services provider’s stock after acquiring an additional 3,563 shares during the period. […]

OLD Dominion Capital Management Inc. Has $2.70 Million Stake in JPMorgan Chase & Co. (NYSE:JPM)

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

OLD Dominion Capital Management Inc. trimmed its position in JPMorgan Chase & Co. (NYSE:JPM) by 2.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,006 shares of the financial services provider’s stock after selling 731 shares during the quarter. JPMorgan Chase & Co. […]

CSat Investment Advisory L.P. Has $196,000 Stock Holdings in BlackRock, Inc. (NYSE:BLK)

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

CSat Investment Advisory L.P. boosted its position in shares of BlackRock, Inc. (NYSE:BLK) by 13.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 444 shares of the asset manager’s stock after buying an additional 51 shares during the quarter. CSat Investment Advisory L.P.’s […]

V Wealth Advisors LLC Has $311,000 Position in BlackRock, Inc. (NYSE:BLK)

May 31st, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

V Wealth Advisors LLC raised its position in BlackRock, Inc. (NYSE:BLK) by 43.1% in the first quarter, HoldingsChannel.com reports. The fund owned 707 shares of the asset manager’s stock after purchasing an additional 213 shares during the quarter. V Wealth Advisors LLC’s holdings in BlackRock were worth $311,000 as of its most recent filing with […]

First Mercantile Trust Co. Cuts Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

May 31st, 2020 - Comments Off - Filed Under - by Kyle Jackson

First Mercantile Trust Co. lowered its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 55.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 775 shares of the medical research company’s stock after selling 975 shares during the quarter. First Mercantile […]

Applied Materials, Inc. (NASDAQ:AMAT) Shares Bought by CSat Investment Advisory L.P.

May 31st, 2020 - Comments Off - Filed Under - by Hanz Christensen

CSat Investment Advisory L.P. raised its holdings in Applied Materials, Inc. (NASDAQ:AMAT) by 50.5% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 4,700 shares of the manufacturing equipment provider’s stock after acquiring an additional 1,578 shares during the period. CSat Investment Advisory L.P.’s holdings in Applied […]

CSat Investment Advisory L.P. Purchases 103 Shares of Becton Dickinson and Co (NYSE:BDX)

May 31st, 2020 - Comments Off - Filed Under - by Hanz Christensen

CSat Investment Advisory L.P. boosted its position in Becton Dickinson and Co (NYSE:BDX) by 13.8% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 848 shares of the medical instruments supplier’s stock after acquiring an additional 103 shares during the period. CSat […]

Wealthsource Partners LLC Grows Stake in NextEra Energy Inc (NYSE:NEE)

May 31st, 2020 - Comments Off - Filed Under - by Mark Dietrich

Wealthsource Partners LLC increased its holdings in shares of NextEra Energy Inc (NYSE:NEE) by 12.5% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,263 shares of the utilities provider’s stock after purchasing an additional 140 shares during the quarter. Wealthsource Partners […]

Wealthsource Partners LLC Sells 441 Shares of Garmin Ltd. (NASDAQ:GRMN)

May 31st, 2020 - Comments Off - Filed Under - by Micah Haroldson

Wealthsource Partners LLC decreased its position in shares of Garmin Ltd. (NASDAQ:GRMN) by 7.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,580 shares of the scientific and technical instruments company’s stock after selling 441 shares during the quarter. Wealthsource Partners LLC’s holdings […]

Consolidated Planning Corp Buys 141 Shares of JPMorgan Chase & Co. (NYSE:JPM)

May 31st, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Consolidated Planning Corp grew its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 5.1% in the first quarter, Holdings Channel reports. The fund owned 2,890 shares of the financial services provider’s stock after acquiring an additional 141 shares during the quarter. Consolidated Planning Corp’s holdings in JPMorgan Chase & Co. were worth $260,000 […]

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