Archive for Cynthia Hall

MONECO Advisors LLC Has $334,000 Stock Holdings in QUALCOMM, Inc. (NASDAQ:QCOM)

MONECO Advisors LLC raised its stake in QUALCOMM, Inc. (NASDAQ:QCOM) by 4.2% during the 2nd quarter, Holdings Channel.com reports. The firm owned 3,657 shares of the wireless technology company’s stock after buying an additional 149 shares during the period. MONECO Advisors LLC’s holdings in QUALCOMM were worth $334,000 as of its most recent filing with […]

Lockheed Martin Investment Management Co. Purchases 32,220 Shares of Visa Inc (NYSE:V)

Lockheed Martin Investment Management Co. raised its stake in shares of Visa Inc (NYSE:V) by 81.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 72,013 shares of the credit-card processor’s stock after purchasing an additional 32,220 shares during the quarter. Visa accounts for […]

Lockheed Martin Investment Management Co. Takes Position in AbbVie Inc (NYSE:ABBV)

Lockheed Martin Investment Management Co. bought a new position in AbbVie Inc (NYSE:ABBV) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 96,400 shares of the company’s stock, valued at approximately $9,464,000. Several other large investors have also recently made […]

Optas LLC Sells 508 Shares of Costco Wholesale Co. (NASDAQ:COST)

Optas LLC reduced its position in shares of Costco Wholesale Co. (NASDAQ:COST) by 21.8% in the second quarter, according to its most recent filing with the SEC. The fund owned 1,822 shares of the retailer’s stock after selling 508 shares during the quarter. Optas LLC’s holdings in Costco Wholesale were worth $552,000 at the end […]

DeDora Capital Inc. Increases Stock Position in Pfizer Inc. (NYSE:PFE)

DeDora Capital Inc. increased its position in shares of Pfizer Inc. (NYSE:PFE) by 2.9% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 12,520 shares of the biopharmaceutical company’s stock after buying an additional 347 shares during the period. DeDora Capital Inc.’s holdings in Pfizer […]

Premier Asset Management LLC Has $8.80 Million Stake in QUALCOMM, Inc. (NASDAQ:QCOM)

Premier Asset Management LLC boosted its position in QUALCOMM, Inc. (NASDAQ:QCOM) by 23.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 96,455 shares of the wireless technology company’s stock after buying an additional 18,400 shares during the quarter. QUALCOMM makes up about 2.9% […]

DeDora Capital Inc. Has $975,000 Holdings in Accenture Plc (NYSE:ACN)

DeDora Capital Inc. lessened its position in shares of Accenture Plc (NYSE:ACN) by 34.2% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,543 shares of the information technology services provider’s stock after selling 2,365 shares during the period. DeDora […]

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Purchased by Dowling & Yahnke LLC

Dowling & Yahnke LLC raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 2.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 187,924 shares of the network equipment provider’s stock after buying an additional 4,392 shares during the period. Dowling […]

Blue Chip Partners Inc. Makes New Investment in Invesco QQQ Trust (NASDAQ:QQQ)

Blue Chip Partners Inc. purchased a new position in shares of Invesco QQQ Trust (NASDAQ:QQQ) in the second quarter, according to its most recent filing with the SEC. The firm purchased 403 shares of the exchange traded fund’s stock, valued at approximately $100,000. A number of other institutional investors have also modified their holdings of […]

Landsberg Bennett & Dubbaneh LLC Grows Position in Broadcom Inc (NASDAQ:AVGO)

Landsberg Bennett & Dubbaneh LLC boosted its holdings in Broadcom Inc (NASDAQ:AVGO) by 3.5% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 20,669 shares of the semiconductor manufacturer’s stock after buying an additional 707 shares during the quarter. Broadcom accounts for approximately 1.3% […]

Lockheed Martin Investment Management Co. Cuts Holdings in Chevron Co. (NYSE:CVX)

Lockheed Martin Investment Management Co. reduced its holdings in shares of Chevron Co. (NYSE:CVX) by 35.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 86,365 shares of the oil and gas company’s stock after selling 47,100 shares during the quarter. Lockheed […]

DeDora Capital Inc. Buys 171 Shares of Medtronic PLC (NYSE:MDT)

DeDora Capital Inc. increased its stake in Medtronic PLC (NYSE:MDT) by 3.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,895 shares of the medical technology company’s stock after buying an additional 171 shares during the period. […]

Columbus Macro LLC Sells 2,524 Shares of Bristol-Myers Squibb Co (NYSE:BMY)

Columbus Macro LLC cut its stake in shares of Bristol-Myers Squibb Co (NYSE:BMY) by 22.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,833 shares of the biopharmaceutical company’s stock after selling 2,524 shares during the quarter. Columbus Macro LLC’s holdings in Bristol-Myers […]

Vanguard S&P 500 ETF (NYSEARCA:VOO) is Lockheed Martin Investment Management Co.’s 4th Largest Position

Lockheed Martin Investment Management Co. lowered its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 46.3% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 367,000 shares of the company’s stock after selling 317,000 shares during the quarter. Vanguard S&P 500 ETF comprises 6.9% of […]

Premier Asset Management LLC Has $853,000 Stock Position in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR)

Premier Asset Management LLC raised its position in iShares S&P SmallCap 600 ETF (NYSEARCA:IJR) by 5.2% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,497 shares of the exchange traded fund’s stock after purchasing an additional 620 shares during the […]

Columbus Macro LLC Sells 17,052 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

Columbus Macro LLC lowered its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB) by 63.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,664 shares of the company’s stock after selling 17,052 shares during the quarter. Columbus Macro […]

Alphabet (NASDAQ:GOOGL) Price Target Raised to $1,850.00

Alphabet (NASDAQ:GOOGL) had its price objective upped by Susquehanna Bancshares from $1,550.00 to $1,850.00 in a report released on Friday morning, Briefing.com Automated Import reports. Susquehanna Bancshares currently has a positive rating on the information services provider’s stock. A number of other brokerages have also issued reports on GOOGL. Loop Capital raised their price target […]

Invesco QQQ Trust (NASDAQ:QQQ) Stock Holdings Reduced by DeDora Capital Inc.

DeDora Capital Inc. decreased its position in Invesco QQQ Trust (NASDAQ:QQQ) by 2.1% during the 2nd quarter, Holdings Channel.com reports. The firm owned 22,407 shares of the exchange traded fund’s stock after selling 492 shares during the period. Invesco QQQ Trust comprises about 3.3% of DeDora Capital Inc.’s portfolio, making the stock its 8th biggest […]

Columbus Macro LLC Sells 96,032 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Columbus Macro LLC decreased its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 57.2% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 71,793 shares of the company’s stock after selling 96,032 shares during the period. […]

Dowling & Yahnke LLC Grows Stock Holdings in Boeing Co (NYSE:BA)

Dowling & Yahnke LLC raised its position in shares of Boeing Co (NYSE:BA) by 24.2% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 23,453 shares of the aircraft producer’s stock after buying an additional 4,566 shares during the period. Dowling & Yahnke LLC’s holdings in Boeing were worth $4,299,000 as of its most […]

Lockheed Martin Investment Management Co. Buys Shares of 87,500 PepsiCo, Inc. (NASDAQ:PEP)

Lockheed Martin Investment Management Co. acquired a new stake in PepsiCo, Inc. (NASDAQ:PEP) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 87,500 shares of the company’s stock, valued at approximately $11,572,000. A number of other institutional investors and hedge […]

Mackay Shields LLC Boosts Stock Position in Walt Disney Co (NYSE:DIS)

Mackay Shields LLC lifted its position in shares of Walt Disney Co (NYSE:DIS) by 0.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 341,390 shares of the entertainment giant’s stock after purchasing an additional 752 shares during the period. Mackay Shields […]

Pfizer Inc. (NYSE:PFE) Shares Acquired by Dowling & Yahnke LLC

Dowling & Yahnke LLC grew its holdings in Pfizer Inc. (NYSE:PFE) by 3.6% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 193,260 shares of the biopharmaceutical company’s stock after purchasing an additional 6,733 shares during the quarter. Dowling & Yahnke LLC’s […]

WESCO International, Inc. (NYSE:WCC) Short Interest Update

WESCO International, Inc. (NYSE:WCC) was the target of a large increase in short interest in the month of July. As of July 15th, there was short interest totalling 4,430,000 shares, an increase of 15.1% from the June 30th total of 3,850,000 shares. Based on an average trading volume of 1,300,000 shares, the short-interest ratio is […]

Managed Account Services Inc. Trims Position in Schwab International Equity ETF (NYSEARCA:SCHF)

Managed Account Services Inc. reduced its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF) by 5.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 65,658 shares of the company’s stock after selling 3,594 shares during the period. Managed Account Services […]

Managed Account Services Inc. Acquires 1,253 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)

Managed Account Services Inc. boosted its holdings in iShares MSCI EAFE Value ETF (BATS:EFV) by 2.1% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 61,715 shares of the company’s stock after buying an additional 1,253 shares during the period. Managed Account Services Inc.’s […]

Managed Account Services Inc. Acquires New Shares in Vanguard Total International Stock ETF (NASDAQ:VXUS)

Managed Account Services Inc. bought a new stake in Vanguard Total International Stock ETF (NASDAQ:VXUS) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,938 shares of the company’s stock, valued at approximately $255,000. Other large investors have also bought and sold […]

Managed Account Services Inc. Buys 4,104 Shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Managed Account Services Inc. raised its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 7.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 56,786 shares of the company’s stock after purchasing an additional 4,104 shares during the quarter. Schwab […]

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Cit Bank NA Wealth Management

Cit Bank NA Wealth Management trimmed its position in Exxon Mobil Co. (NYSE:XOM) by 4.0% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 34,582 shares of the oil and gas company’s stock after selling 1,455 shares during the period. Exxon Mobil […]

WealthTrust Axiom LLC Has $1.07 Million Stock Holdings in iShares TIPS Bond ETF (NYSEARCA:TIP)

WealthTrust Axiom LLC decreased its stake in iShares TIPS Bond ETF (NYSEARCA:TIP) by 10.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,690 shares of the exchange traded fund’s stock after selling 1,000 shares during the period. WealthTrust Axiom LLC’s holdings […]

Columbus Macro LLC Sells 2,267 Shares of AbbVie Inc (NYSE:ABBV)

Columbus Macro LLC decreased its holdings in AbbVie Inc (NYSE:ABBV) by 27.9% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,870 shares of the company’s stock after selling 2,267 shares during the quarter. Columbus Macro LLC’s holdings in AbbVie were worth […]

Mackay Shields LLC Raises Stake in Mastercard Inc (NYSE:MA)

Mackay Shields LLC grew its stake in shares of Mastercard Inc (NYSE:MA) by 1.0% during the 2nd quarter, Holdings Channel.com reports. The firm owned 293,868 shares of the credit services provider’s stock after acquiring an additional 2,768 shares during the period. Mastercard makes up approximately 0.7% of Mackay Shields LLC’s portfolio, making the stock its […]

Canaccord Genuity Raises Amazon.com (NASDAQ:AMZN) Price Target to $3,800.00

Amazon.com (NASDAQ:AMZN) had its price target lifted by Canaccord Genuity from $3,300.00 to $3,800.00 in a research report released on Friday, BenzingaRatingsTable reports. The brokerage currently has a buy rating on the e-commerce giant’s stock. A number of other equities analysts also recently issued reports on the company. DA Davidson increased their price target on […]

Managed Account Services Inc. Reduces Stake in SPDR S&P International Small Cap ETF (NYSEARCA:GWX)

Managed Account Services Inc. lessened its stake in shares of SPDR S&P International Small Cap ETF (NYSEARCA:GWX) by 28.5% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 10,828 shares of the company’s stock after selling 4,313 shares during the period. Managed […]

Managed Account Services Inc. Buys 10,226 Shares of Vanguard Growth ETF (NYSEARCA:VUG)

Managed Account Services Inc. raised its holdings in Vanguard Growth ETF (NYSEARCA:VUG) by 23.6% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 53,644 shares of the company’s stock after acquiring an additional 10,226 shares during the quarter. Vanguard Growth ETF comprises approximately […]

iShares MSCI EAFE ETF (NYSEARCA:EFA) Shares Sold by CVA Family Office LLC

CVA Family Office LLC reduced its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA) by 38.8% during the 2nd quarter, according to its most recent filing with the SEC. The firm owned 1,942 shares of the exchange traded fund’s stock after selling 1,230 shares during the period. CVA Family Office LLC’s holdings in iShares […]

Optas LLC Purchases 3,436 Shares of Caterpillar Inc. (NYSE:CAT)

Optas LLC boosted its position in Caterpillar Inc. (NYSE:CAT) by 124.5% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,196 shares of the industrial products company’s stock after purchasing an additional 3,436 shares during the quarter. Optas LLC’s holdings in […]

Optas LLC Makes New Investment in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU)

Optas LLC acquired a new stake in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 304,244 shares of the company’s stock, valued at approximately $14,485,000. Vanguard FTSE All-World ex-US ETF comprises 5.9% of Optas […]

Abbott Laboratories (NYSE:ABT) Shares Bought by CVA Family Office LLC

CVA Family Office LLC boosted its position in shares of Abbott Laboratories (NYSE:ABT) by 57.6% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,010 shares of the healthcare product maker’s stock after buying an additional 1,100 shares during the quarter. CVA Family Office […]

CVA Family Office LLC Acquires 171 Shares of Walmart Inc (NYSE:WMT)

CVA Family Office LLC grew its stake in Walmart Inc (NYSE:WMT) by 3.3% in the second quarter, Holdings Channel.com reports. The institutional investor owned 5,421 shares of the retailer’s stock after buying an additional 171 shares during the quarter. CVA Family Office LLC’s holdings in Walmart were worth $649,000 as of its most recent SEC […]

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Acquired by MONECO Advisors LLC

MONECO Advisors LLC boosted its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 10.1% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,177 shares of the company’s stock after purchasing an additional 932 shares during the period. MONECO Advisors LLC’s holdings in Vanguard FTSE […]

SPDR Gold Shares (NYSEARCA:GLD) Shares Purchased by Vontobel Swiss Wealth Advisors AG

Vontobel Swiss Wealth Advisors AG boosted its holdings in SPDR Gold Shares (NYSEARCA:GLD) by 197.5% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 17,313 shares of the exchange traded fund’s stock after acquiring an additional 11,494 shares during the period. SPDR Gold Shares accounts for […]

Vontobel Swiss Wealth Advisors AG Boosts Stake in Waste Management, Inc. (NYSE:WM)

Vontobel Swiss Wealth Advisors AG grew its stake in Waste Management, Inc. (NYSE:WM) by 25.4% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 44,840 shares of the business services provider’s stock after buying an additional 9,080 shares during the […]

Broadcom Inc (NASDAQ:AVGO) Shares Purchased by Premier Asset Management LLC

Premier Asset Management LLC increased its position in shares of Broadcom Inc (NASDAQ:AVGO) by 7.9% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,595 shares of the semiconductor manufacturer’s stock after acquiring an additional 190 shares during the quarter. Premier […]

Cit Bank NA Wealth Management Acquires Shares of 1,350 Danaher Co. (NYSE:DHR)

Cit Bank NA Wealth Management acquired a new stake in Danaher Co. (NYSE:DHR) during the second quarter, Holdings Channel reports. The fund acquired 1,350 shares of the conglomerate’s stock, valued at approximately $239,000. A number of other hedge funds have also recently made changes to their positions in DHR. Jag Capital Management LLC lifted its […]

TurtleCoin (TRTL) Trading Up 17.9% This Week

TurtleCoin (CURRENCY:TRTL) traded 1.9% higher against the U.S. dollar during the twenty-four hour period ending at 14:00 PM ET on August 3rd. During the last seven days, TurtleCoin has traded 17.9% higher against the U.S. dollar. TurtleCoin has a market capitalization of $1.61 million and approximately $974,837.00 worth of TurtleCoin was traded on exchanges in […]

CryptoAds Marketplace (CRAD) Trading 9.6% Higher Over Last 7 Days

CryptoAds Marketplace (CURRENCY:CRAD) traded up 8.7% against the US dollar during the 1 day period ending at 14:00 PM Eastern on August 3rd. Over the last week, CryptoAds Marketplace has traded up 9.6% against the US dollar. One CryptoAds Marketplace token can now be bought for about $0.0068 or 0.00000059 BTC on exchanges including P2PB2B […]

BCE Inc. (NYSE:BCE) Short Interest Update

BCE Inc. (NYSE:BCE) (TSE:BCE) was the target of a significant decline in short interest in July. As of July 15th, there was short interest totalling 3,610,000 shares, a decline of 11.3% from the June 30th total of 4,070,000 shares. Approximately 0.4% of the shares of the company are short sold. Based on an average daily […]

TechTarget (NASDAQ:TTGT) Reaches New 1-Year High at $37.19

TechTarget Inc (NASDAQ:TTGT) hit a new 52-week high during mid-day trading on Monday . The company traded as high as $37.19 and last traded at $37.15, with a volume of 2005 shares trading hands. The stock had previously closed at $36.29. A number of equities analysts have commented on the stock. Zacks Investment Research cut […]

First Trust Large Cap Growth AlphaDEX Fund (NASDAQ:FTC) Sets New 1-Year High at $82.60

First Trust Large Cap Growth AlphaDEX Fund (NASDAQ:FTC)’s stock price reached a new 52-week high during trading on Monday . The stock traded as high as $82.60 and last traded at $82.60, with a volume of 20 shares traded. The stock had previously closed at $81.95. The firm’s 50-day moving average price is $77.75 and […]