Archive for March, 2020

TJX Companies Inc (NYSE:TJX) Shares Sold by BI Asset Management Fondsmaeglerselskab A S

BI Asset Management Fondsmaeglerselskab A S lessened its stake in TJX Companies Inc (NYSE:TJX) by 6.8% during the fourth quarter, Holdings Channel reports. The firm owned 589,488 shares of the apparel and home fashions retailer’s stock after selling 42,695 shares during the period. TJX Companies makes up about 1.7% of BI Asset Management Fondsmaeglerselskab A […]

Raymond James Financial Services Advisors Inc. Acquires 947 Shares of Wendys Co (NASDAQ:WEN)

Raymond James Financial Services Advisors Inc. increased its holdings in shares of Wendys Co (NASDAQ:WEN) by 6.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 15,644 shares of the restaurant operator’s stock after acquiring an additional 947 shares during the period. Raymond James Financial Services Advisors Inc.’s […]

Raymond James Financial Services Advisors Inc. Lowers Stock Position in Euronet Worldwide, Inc. (NASDAQ:EEFT)

Raymond James Financial Services Advisors Inc. decreased its position in shares of Euronet Worldwide, Inc. (NASDAQ:EEFT) by 6.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,032 shares of the business services provider’s stock after selling 141 shares during the quarter. Raymond […]

CA Family Wealth LLC Invests $269,000 in Boeing Co (NYSE:BA)

CA Family Wealth LLC acquired a new position in Boeing Co (NYSE:BA) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 826 shares of the aircraft producer’s stock, valued at approximately $269,000. Several other institutional investors and hedge funds have also recently made changes to […]

Brinker Capital Inc. Sells 398 Shares of Boeing Co (NYSE:BA)

Brinker Capital Inc. lowered its position in shares of Boeing Co (NYSE:BA) by 9.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 3,933 shares of the aircraft producer’s stock after selling 398 shares during the quarter. Brinker Capital Inc.’s holdings in Boeing were worth $1,281,000 as of its most recent filing with the […]

1,429 Shares in Teladoc Health Inc (NYSE:TDOC) Acquired by Belpointe Asset Management LLC

Belpointe Asset Management LLC bought a new position in shares of Teladoc Health Inc (NYSE:TDOC) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,429 shares of the health services provider’s stock, valued at approximately $120,000. Other hedge funds have also bought and sold shares of […]

Enbridge Inc (NYSE:ENB) Shares Sold by Chelsea Counsel Co.

Chelsea Counsel Co. trimmed its holdings in shares of Enbridge Inc (NYSE:ENB) (TSE:ENB) by 1.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,561 shares of the pipeline company’s stock after selling 492 shares during the period. Chelsea […]

OneMain Holdings Inc (NYSE:OMF) Shares Purchased by Advisor Group Inc.

Advisor Group Inc. increased its position in shares of OneMain Holdings Inc (NYSE:OMF) by 619.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,875 shares of the financial services provider’s stock after purchasing an additional 4,197 shares during the period. Advisor […]

1,926 Shares in PepsiCo, Inc. (NASDAQ:PEP) Acquired by CA Family Wealth LLC

CA Family Wealth LLC purchased a new position in shares of PepsiCo, Inc. (NASDAQ:PEP) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,926 shares of the company’s stock, valued at approximately $263,000. Other hedge funds also recently modified their […]

Chelsea Counsel Co. Invests $334,000 in Visa Inc (NYSE:V)

Chelsea Counsel Co. bought a new position in shares of Visa Inc (NYSE:V) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 1,775 shares of the credit-card processor’s stock, valued at approximately $334,000. Other large investors also recently modified their holdings of the company. […]

2,004 Shares in Euronet Worldwide, Inc. (NASDAQ:EEFT) Bought by Captrust Financial Advisors

Captrust Financial Advisors purchased a new position in Euronet Worldwide, Inc. (NASDAQ:EEFT) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,004 shares of the business services provider’s stock, valued at approximately $318,000. A number of other hedge funds have also recently modified […]

Envestnet Asset Management Inc. Grows Position in Campbell Soup (NYSE:CPB)

Envestnet Asset Management Inc. raised its stake in shares of Campbell Soup (NYSE:CPB) by 34.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,516 shares of the company’s stock after buying an additional 1,911 shares during the quarter. Envestnet Asset Management Inc.’s […]

Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) Shares Sold by Connor Clark & Lunn Investment Management Ltd.

Connor Clark & Lunn Investment Management Ltd. cut its holdings in Taiwan Semiconductor Mfg. Co. Ltd. (NYSE:TSM) by 31.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 327,250 shares of the semiconductor company’s stock after selling 152,300 shares during the period. Connor Clark & Lunn Investment […]

Connor Clark & Lunn Investment Management Ltd. Grows Position in Mastercard Inc (NYSE:MA)

Connor Clark & Lunn Investment Management Ltd. boosted its stake in shares of Mastercard Inc (NYSE:MA) by 1,039.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 80,685 shares of the credit services provider’s stock after purchasing an additional 73,607 shares during the period. Connor […]

Connor Clark & Lunn Investment Management Ltd. Sells 9,025 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

Connor Clark & Lunn Investment Management Ltd. lowered its stake in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG) by 18.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 40,840 shares of the medical equipment provider’s stock after selling 9,025 shares during […]

Colony Group LLC Trims Holdings in Canadian National Railway (NYSE:CNI)

Colony Group LLC trimmed its stake in shares of Canadian National Railway (NYSE:CNI) (TSE:CNR) by 12.9% during the 4th quarter, Holdings Channel reports. The fund owned 2,501 shares of the transportation company’s stock after selling 372 shares during the quarter. Colony Group LLC’s holdings in Canadian National Railway were worth $226,000 as of its most […]

Colony Group LLC Makes New $230,000 Investment in Xylem Inc (NYSE:XYL)

Colony Group LLC purchased a new position in Xylem Inc (NYSE:XYL) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 2,920 shares of the industrial products company’s stock, valued at approximately $230,000. A number of other institutional investors and hedge funds have also added […]

Citigroup Inc. Has $76,000 Stock Holdings in Village Farms International (NASDAQ:VFF)

Citigroup Inc. raised its holdings in Village Farms International (NASDAQ:VFF) by 132.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,193 shares of the company’s stock after acquiring an additional 6,958 shares during the quarter. Citigroup Inc.’s holdings in Village Farms International […]

Circle Wealth Management LLC Increases Position in Microsoft Co. (NASDAQ:MSFT)

Circle Wealth Management LLC boosted its holdings in shares of Microsoft Co. (NASDAQ:MSFT) by 8.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,866 shares of the software giant’s stock after acquiring an additional 1,586 shares during the period. […]

Vodafone Group Plc (NASDAQ:VOD) Position Trimmed by Chelsea Counsel Co.

Chelsea Counsel Co. decreased its holdings in shares of Vodafone Group Plc (NASDAQ:VOD) by 29.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,130 shares of the cell phone carrier’s stock after selling 5,991 shares during the period. Chelsea Counsel […]

Apple Inc. (NASDAQ:AAPL) Stock Position Lowered by CCM Investment Advisers LLC

CCM Investment Advisers LLC trimmed its position in Apple Inc. (NASDAQ:AAPL) by 4.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 84,954 shares of the iPhone maker’s stock after selling 3,785 shares during the period. Apple comprises about 3.9% […]

Capital International Sarl Increases Position in Apple Inc. (NASDAQ:AAPL)

Capital International Sarl increased its stake in Apple Inc. (NASDAQ:AAPL) by 3.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 31,548 shares of the iPhone maker’s stock after acquiring an additional 1,001 shares during the period. Apple comprises approximately 1.4% of Capital International Sarl’s portfolio, making […]

Chelsea Counsel Co. Has $4.20 Million Stock Position in Procter & Gamble Co (NYSE:PG)

Chelsea Counsel Co. reduced its position in shares of Procter & Gamble Co (NYSE:PG) by 10.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 33,647 shares of the company’s stock after selling 3,779 shares during the quarter. Procter & Gamble comprises about 2.6% […]

Apple Inc. (NASDAQ:AAPL) Shares Purchased by Capital International Ltd. CA

Capital International Ltd. CA boosted its stake in Apple Inc. (NASDAQ:AAPL) by 37.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 16,051 shares of the iPhone maker’s stock after acquiring an additional 4,382 shares during the quarter. Capital International Ltd. […]

Honeywell International Inc. (NYSE:HON) Stake Boosted by Chelsea Counsel Co.

Chelsea Counsel Co. increased its stake in Honeywell International Inc. (NYSE:HON) by 3.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,171 shares of the conglomerate’s stock after purchasing an additional 1,713 shares during the quarter. Honeywell International makes up 6.4% of […]

Bank of New York Mellon Corp Sells 118,656 Shares of Lithia Motors Inc (NYSE:LAD)

Bank of New York Mellon Corp decreased its holdings in shares of Lithia Motors Inc (NYSE:LAD) by 27.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 306,110 shares of the company’s stock after selling 118,656 shares during the quarter. Bank of New York […]

Chelsea Counsel Co. Has $2.77 Million Stake in Merck & Co., Inc. (NYSE:MRK)

Chelsea Counsel Co. raised its stake in Merck & Co., Inc. (NYSE:MRK) by 4.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 30,438 shares of the company’s stock after buying an additional 1,365 shares during the quarter. Merck & Co., Inc. accounts […]

Brinker Capital Inc. Cuts Holdings in American Water Works Company Inc (NYSE:AWK)

Brinker Capital Inc. trimmed its holdings in shares of American Water Works Company Inc (NYSE:AWK) by 1.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 8,660 shares of the utilities provider’s stock after selling 155 shares during the period. Brinker Capital […]

Capital Wealth Planning LLC Sells 106 Shares of Honeywell International Inc. (NYSE:HON)

Capital Wealth Planning LLC trimmed its holdings in shares of Honeywell International Inc. (NYSE:HON) by 6.6% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,488 shares of the conglomerate’s stock after selling 106 shares during the quarter. Capital Wealth Planning LLC’s holdings in […]

Apple Inc. (NASDAQ:AAPL) Shares Sold by Capital International Inc. CA

Capital International Inc. CA decreased its position in Apple Inc. (NASDAQ:AAPL) by 5.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 204,915 shares of the iPhone maker’s stock after selling 11,751 shares during the quarter. Capital International Inc. CA’s holdings […]

Capital Wealth Planning LLC Purchases 137 Shares of Netflix, Inc. (NASDAQ:NFLX)

Capital Wealth Planning LLC boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 7.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,101 shares of the Internet television network’s stock after purchasing an additional 137 shares during the period. Capital Wealth Planning […]

Capital Wealth Planning LLC Sells 117 Shares of Paypal Holdings Inc (NASDAQ:PYPL)

Capital Wealth Planning LLC trimmed its stake in Paypal Holdings Inc (NASDAQ:PYPL) by 1.5% during the fourth quarter, Holdings Channel reports. The fund owned 7,642 shares of the credit services provider’s stock after selling 117 shares during the quarter. Capital Wealth Planning LLC’s holdings in Paypal were worth $827,000 as of its most recent filing […]

Chelsea Counsel Co. Decreases Holdings in Exxon Mobil Co. (NYSE:XOM)

Chelsea Counsel Co. decreased its position in shares of Exxon Mobil Co. (NYSE:XOM) by 5.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 44,839 shares of the oil and gas company’s stock after selling 2,630 shares during the period. Exxon Mobil accounts […]

Capital Wealth Planning LLC Makes New $233,000 Investment in CROWN CASTLE IN/SH SH (NYSE:CCI)

Capital Wealth Planning LLC purchased a new position in shares of CROWN CASTLE IN/SH SH (NYSE:CCI) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 1,641 shares of the real estate investment trust’s stock, valued at approximately $233,000. Other hedge funds […]

Pfizer Inc. (NYSE:PFE) Stake Boosted by Capital Wealth Planning LLC

Capital Wealth Planning LLC grew its stake in shares of Pfizer Inc. (NYSE:PFE) by 21.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,273 shares of the biopharmaceutical company’s stock after purchasing an additional 2,366 shares during the quarter. Capital Wealth Planning […]

CA Family Wealth LLC Takes $258,000 Position in Opus Bank (NASDAQ:OPB)

CA Family Wealth LLC purchased a new stake in Opus Bank (NASDAQ:OPB) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 9,987 shares of the financial services provider’s stock, valued at approximately $258,000. Several other hedge funds also recently made changes to their positions […]

CA Family Wealth LLC Purchases Shares of 4,884 TCF Financial Co. (NYSE:TCF)

CA Family Wealth LLC purchased a new stake in shares of TCF Financial Co. (NYSE:TCF) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 4,884 shares of the bank’s stock, valued at approximately $229,000. A number of other large investors […]

BI Asset Management Fondsmaeglerselskab A S Acquires New Shares in Expedia Group Inc (NASDAQ:EXPE)

BI Asset Management Fondsmaeglerselskab A S acquired a new stake in shares of Expedia Group Inc (NASDAQ:EXPE) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 44,824 shares of the online travel company’s stock, valued at approximately $4,847,000. Other hedge funds and other […]

1,254 Shares in Accenture Plc (NYSE:ACN) Bought by CA Family Wealth LLC

CA Family Wealth LLC acquired a new position in Accenture Plc (NYSE:ACN) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 1,254 shares of the information technology services provider’s stock, valued at approximately $264,000. Other hedge funds have also bought […]

Brinker Capital Inc. Has $1.03 Million Holdings in Spirit AeroSystems Holdings, Inc. (NYSE:SPR)

Brinker Capital Inc. boosted its holdings in Spirit AeroSystems Holdings, Inc. (NYSE:SPR) by 49.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,170 shares of the aerospace company’s stock after buying an additional 4,687 shares during the quarter. Brinker Capital Inc.’s holdings in […]