Investing

Canadian Pacific Railway Ltd (NYSE:CP) Shares Sold by Connor Clark & Lunn Investment Management Ltd.

Connor Clark & Lunn Investment Management Ltd. trimmed its position in Canadian Pacific Railway Ltd (NYSE:CP) (TSE:CP) by 11.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,481,965 shares of the transportation company’s stock after selling 187,030 shares during the […]

Citigroup Inc. Buys 3,750 Shares of Golden Entertainment Inc (NASDAQ:GDEN)

Citigroup Inc. lifted its stake in shares of Golden Entertainment Inc (NASDAQ:GDEN) by 195.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,672 shares of the company’s stock after purchasing an additional 3,750 shares during the quarter. Citigroup Inc.’s holdings in Golden Entertainment […]

La-Z-Boy Incorporated (NYSE:LZB) Stake Raised by Credit Suisse AG

Credit Suisse AG grew its holdings in shares of La-Z-Boy Incorporated (NYSE:LZB) by 34.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,335 shares of the company’s stock after buying an additional 13,125 shares during the period. Credit Suisse […]

Capital Research Global Investors Purchases 4,501 Shares of Sony Corp (NYSE:SNE)

Capital Research Global Investors increased its position in Sony Corp (NYSE:SNE) by 41.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,377 shares of the company’s stock after acquiring an additional 4,501 shares during the quarter. Capital Research Global Investors’ holdings in Sony were […]

Great West Life Assurance Co. Can Acquires Shares of 7,895 City Office REIT Inc (NYSE:CIO)

Great West Life Assurance Co. Can acquired a new stake in City Office REIT Inc (NYSE:CIO) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 7,895 shares of the real estate investment trust’s stock, valued at approximately $106,000. A number of other institutional investors and hedge funds have also modified their holdings of CIO. […]

Capital Research Global Investors Makes New Investment in Red Rock Resorts Inc (NASDAQ:RRR)

Capital Research Global Investors acquired a new position in shares of Red Rock Resorts Inc (NASDAQ:RRR) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,060,000 shares of the company’s stock, valued at approximately $25,387,000. Capital Research Global Investors […]

CA Family Wealth LLC Buys Shares of 2,134 Walt Disney Co (NYSE:DIS)

CA Family Wealth LLC purchased a new position in shares of Walt Disney Co (NYSE:DIS) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 2,134 shares of the entertainment giant’s stock, valued at approximately $309,000. Several other large investors also recently bought and sold shares […]

CA Family Wealth LLC Takes Position in Johnson & Johnson (NYSE:JNJ)

CA Family Wealth LLC purchased a new position in shares of Johnson & Johnson (NYSE:JNJ) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 5,506 shares of the company’s stock, valued at approximately $803,000. Johnson & Johnson accounts for 0.5% of […]

125 Shares in American Tower Corp (NYSE:AMT) Bought by Brooktree Capital Management

Brooktree Capital Management purchased a new position in shares of American Tower Corp (NYSE:AMT) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 125 shares of the real estate investment trust’s stock, valued at approximately $29,000. A number of other institutional investors have also […]

Brooktree Capital Management Takes Position in Visa Inc (NYSE:V)

Brooktree Capital Management acquired a new stake in shares of Visa Inc (NYSE:V) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 390 shares of the credit-card processor’s stock, valued at approximately $73,000. Several other large investors have also added to or […]

Brooktree Capital Management Acquires New Position in The Western Union Company (NYSE:WU)

Brooktree Capital Management acquired a new stake in The Western Union Company (NYSE:WU) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 13,734 shares of the credit services provider’s stock, valued at approximately $368,000. Other institutional investors also recently made changes to their positions in […]

Brooktree Capital Management Takes $2.83 Million Position in JPMorgan Chase & Co. (NYSE:JPM)

Brooktree Capital Management bought a new stake in JPMorgan Chase & Co. (NYSE:JPM) during the 4th quarter, HoldingsChannel.com reports. The firm bought 20,315 shares of the financial services provider’s stock, valued at approximately $2,832,000. JPMorgan Chase & Co. comprises approximately 2.6% of Brooktree Capital Management’s holdings, making the stock its 16th biggest holding. Several other […]

NorthWestern Corp (NYSE:NWE) Stock Position Raised by Brinker Capital Inc.

Brinker Capital Inc. lifted its holdings in shares of NorthWestern Corp (NYSE:NWE) by 50.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 19,583 shares of the utilities provider’s stock after purchasing an additional 6,524 shares during the quarter. Brinker Capital Inc.’s holdings in NorthWestern were worth $1,404,000 as of its most recent […]

Brinker Capital Inc. Raises Stake in Union Bankshares Corporation (NYSE:AUB)

Brinker Capital Inc. increased its stake in shares of Union Bankshares Corporation (NYSE:AUB) by 1.7% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 41,517 shares of the company’s stock after purchasing an additional 675 shares during the period. Brinker Capital Inc.’s holdings in Union Bankshares were […]

Bank of America Corp DE Lowers Stock Position in Infosys Ltd (NYSE:INFY)

Bank of America Corp DE decreased its position in shares of Infosys Ltd (NYSE:INFY) by 23.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,634,393 shares of the technology company’s stock after selling 819,556 shares during the period. Bank of America Corp […]

Microsoft Co. (NASDAQ:MSFT) Shares Sold by Auxier Asset Management

Auxier Asset Management lowered its holdings in Microsoft Co. (NASDAQ:MSFT) by 0.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 129,610 shares of the software giant’s stock after selling 90 shares during the period. Microsoft makes up 3.8% of Auxier Asset […]

Belpointe Asset Management LLC Purchases Shares of 1,886 Diamondback Energy Inc (NASDAQ:FANG)

Belpointe Asset Management LLC purchased a new stake in Diamondback Energy Inc (NASDAQ:FANG) during the fourth quarter, according to its most recent filing with the SEC. The fund purchased 1,886 shares of the oil and natural gas company’s stock, valued at approximately $175,000. A number of other hedge funds and other institutional investors also recently […]

Bank of America Corp DE Has $26.29 Million Stock Position in Outfront Media Inc (NYSE:OUT)

Bank of America Corp DE increased its holdings in shares of Outfront Media Inc (NYSE:OUT) by 21.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 980,229 shares of the financial services provider’s stock after purchasing an additional 175,801 shares during the period. Bank […]

Bank of New York Mellon Corp Increases Stock Position in LTC Properties Inc (NYSE:LTC)

Bank of New York Mellon Corp raised its position in shares of LTC Properties Inc (NYSE:LTC) by 25.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,129,621 shares of the real estate investment trust’s stock after buying an additional 232,371 shares during the […]

Baird Financial Group Inc. Has $3.55 Million Stake in Kontoor Brands (NYSE:KTB)

Baird Financial Group Inc. grew its holdings in Kontoor Brands (NYSE:KTB) by 9.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 84,580 shares of the company’s stock after buying an additional 7,186 shares during the period. Baird Financial Group […]

Adams Chetwood Wealth Management LLC Purchases Shares of 1,710 3M Co (NYSE:MMM)

Adams Chetwood Wealth Management LLC acquired a new position in 3M Co (NYSE:MMM) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 1,710 shares of the conglomerate’s stock, valued at approximately $302,000. Several other hedge funds and other institutional investors have also added to or […]

Bamco Inc. NY Cuts Position in Apple Inc. (NASDAQ:AAPL)

Bamco Inc. NY decreased its holdings in Apple Inc. (NASDAQ:AAPL) by 5.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,424 shares of the iPhone maker’s stock after selling 88 shares during the quarter. Bamco Inc. NY’s holdings in Apple were worth $418,000 as […]

Axa Cuts Stock Position in FedEx Co. (NYSE:FDX)

Axa lowered its position in FedEx Co. (NYSE:FDX) by 74.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 38,065 shares of the shipping service provider’s stock after selling 111,635 shares during the period. Axa’s holdings in FedEx were worth $5,756,000 as […]

Capital Wealth Planning LLC Increases Stake in Chevron Co. (NYSE:CVX)

Capital Wealth Planning LLC raised its holdings in Chevron Co. (NYSE:CVX) by 6.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 626,966 shares of the oil and gas company’s stock after acquiring an additional 36,574 shares during the quarter. Chevron comprises 4.5% […]

Credit Suisse AG Has $1.58 Million Position in Evertec Inc (NYSE:EVTC)

Credit Suisse AG lessened its stake in shares of Evertec Inc (NYSE:EVTC) by 31.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 46,336 shares of the business services provider’s stock after selling 21,160 shares during the period. Credit Suisse AG owned 0.06% of Evertec […]

S&P Global Inc (NYSE:SPGI) is Pearl River Capital LLC’s 2nd Largest Position

Pearl River Capital LLC increased its holdings in S&P Global Inc (NYSE:SPGI) by 849.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,717 shares of the business services provider’s stock after acquiring an additional 8,694 shares during the quarter. S&P Global comprises […]

Pearl River Capital LLC Invests $2.66 Million in Honeywell International Inc. (NYSE:HON)

Pearl River Capital LLC purchased a new position in shares of Honeywell International Inc. (NYSE:HON) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 15,049 shares of the conglomerate’s stock, valued at approximately $2,664,000. Honeywell International accounts for 1.2% of Pearl River Capital LLC’s […]

A10 Networks Inc (NYSE:ATEN) Shares Sold by Citigroup Inc.

Citigroup Inc. decreased its position in shares of A10 Networks Inc (NYSE:ATEN) by 32.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,944 shares of the communications equipment provider’s stock after selling 7,327 shares during the period. Citigroup Inc.’s holdings in […]

Envestnet Asset Management Inc. Raises Stock Position in Hancock Whitney Corp (NYSE:HWC)

Envestnet Asset Management Inc. grew its holdings in shares of Hancock Whitney Corp (NYSE:HWC) by 45.7% during the fourth quarter, Holdings Channel reports. The firm owned 9,543 shares of the company’s stock after purchasing an additional 2,993 shares during the quarter. Envestnet Asset Management Inc.’s holdings in Hancock Whitney were worth $419,000 at the end […]

Citigroup Inc. Acquires 3,227 Shares of Vedanta Ltd (NYSE:VEDL)

Citigroup Inc. increased its holdings in shares of Vedanta Ltd (NYSE:VEDL) by 40.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 11,148 shares of the basic materials company’s stock after purchasing an additional 3,227 shares during the quarter. Citigroup Inc.’s holdings in Vedanta […]

Facebook, Inc. (NASDAQ:FB) Position Lessened by Capital Wealth Planning LLC

Capital Wealth Planning LLC decreased its stake in Facebook, Inc. (NASDAQ:FB) by 10.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,700 shares of the social networking company’s stock after selling 1,695 shares during the period. Capital Wealth Planning LLC’s […]

BlackRock Debt Strategies Fund, Inc. (NYSE:DSU) Shares Purchased by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. increased its stake in shares of BlackRock Debt Strategies Fund, Inc. (NYSE:DSU) by 25.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 37,083 shares of the financial services provider’s stock after purchasing an additional 7,465 shares […]

Capital Wealth Planning LLC Boosts Position in Amazon.com, Inc. (NASDAQ:AMZN)

Capital Wealth Planning LLC boosted its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 8.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,936 shares of the e-commerce giant’s stock after purchasing an additional 147 shares during the quarter. Capital Wealth […]

Capital Wealth Planning LLC Purchases 615 Shares of iShares US Technology ETF (NYSEARCA:IYW)

Capital Wealth Planning LLC grew its stake in shares of iShares US Technology ETF (NYSEARCA:IYW) by 3.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,254 shares of the exchange traded fund’s stock after acquiring an additional 615 shares during […]

Capital Wealth Planning LLC Has $25.75 Million Holdings in Union Pacific Co. (NYSE:UNP)

Capital Wealth Planning LLC lifted its holdings in Union Pacific Co. (NYSE:UNP) by 24.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 142,421 shares of the railroad operator’s stock after acquiring an additional 28,314 shares during the quarter. Union Pacific makes up […]

Belpointe Asset Management LLC Invests $167,000 in Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL)

Belpointe Asset Management LLC purchased a new position in Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 1,086 shares of the restaurant operator’s stock, valued at approximately $167,000. Other institutional investors and hedge […]

United Parcel Service (NYSE:UPS) Cut to Hold at Berenberg Bank

Berenberg Bank lowered shares of United Parcel Service (NYSE:UPS) from a buy rating to a hold rating in a report released on Friday, AnalystRatings.com reports. Berenberg Bank currently has $105.00 price target on the transportation company’s stock. A number of other equities research analysts have also weighed in on UPS. JPMorgan Chase & Co. reiterated […]

1,683 Shares in Union Pacific Co. (NYSE:UNP) Acquired by CA Family Wealth LLC

CA Family Wealth LLC bought a new position in shares of Union Pacific Co. (NYSE:UNP) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 1,683 shares of the railroad operator’s stock, valued at approximately $304,000. A number of other hedge funds and […]

$1.80 Earnings Per Share Expected for Mastercard Inc (NYSE:MA) This Quarter

Equities analysts expect Mastercard Inc (NYSE:MA) to post earnings of $1.80 per share for the current fiscal quarter, Zacks reports. Four analysts have made estimates for Mastercard’s earnings, with the highest EPS estimate coming in at $1.95 and the lowest estimate coming in at $1.65. Mastercard reported earnings per share of $1.78 during the same […]

CA Family Wealth LLC Invests $291,000 in Verizon Communications Inc. (NYSE:VZ)

CA Family Wealth LLC acquired a new position in shares of Verizon Communications Inc. (NYSE:VZ) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 4,747 shares of the cell phone carrier’s stock, valued at approximately $291,000. Several other institutional investors also […]