Archive for Donna Brown

Williams Jones Wealth Management LLC. Sells 6,473 Shares of Facebook, Inc. (NASDAQ:FB)

Williams Jones Wealth Management LLC. lessened its holdings in Facebook, Inc. (NASDAQ:FB) by 3.2% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 193,448 shares of the social networking company’s stock after selling 6,473 shares during the quarter. Williams Jones Wealth Management LLC.’s holdings in […]

Pathstone Family Office LLC Acquires 1,177 Shares of Tesla, Inc. (NASDAQ:TSLA)

Pathstone Family Office LLC grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA) by 380.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,486 shares of the electric vehicle producer’s stock after acquiring an additional 1,177 shares during the quarter. […]

Williams Jones Wealth Management LLC. Sells 3,174 Shares of Danaher Co. (NYSE:DHR)

Williams Jones Wealth Management LLC. cut its stake in Danaher Co. (NYSE:DHR) by 0.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 483,306 shares of the conglomerate’s stock after selling 3,174 shares during the quarter. Danaher makes up approximately 1.9% of […]

Tesla, Inc. (NASDAQ:TSLA) Shares Purchased by Pacific Sun Financial Corp

Pacific Sun Financial Corp increased its stake in shares of Tesla, Inc. (NASDAQ:TSLA) by 319.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,546 shares of the electric vehicle producer’s stock after acquiring an additional 1,177 shares during the […]

Nations Financial Group Inc. IA ADV Has $1.66 Million Holdings in Accenture plc (NYSE:ACN)

Nations Financial Group Inc. IA ADV grew its stake in Accenture plc (NYSE:ACN) by 1.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,330 shares of the information technology services provider’s stock after buying an additional 120 shares during the quarter. Nations Financial Group […]

Weil Company Inc. Grows Stake in Tesla, Inc. (NASDAQ:TSLA)

Weil Company Inc. lifted its position in Tesla, Inc. (NASDAQ:TSLA) by 283.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,570 shares of the electric vehicle producer’s stock after buying an additional 1,161 shares during the period. Weil Company Inc.’s […]

Summit X LLC Boosts Stake in Starbucks Co. (NASDAQ:SBUX)

Summit X LLC raised its position in shares of Starbucks Co. (NASDAQ:SBUX) by 56.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,681 shares of the coffee company’s stock after buying an additional 7,863 shares during the quarter. Summit X LLC’s […]

Quilter Plc Has $2.40 Million Stake in McDonald’s Co. (NYSE:MCD)

Quilter Plc reduced its holdings in McDonald’s Co. (NYSE:MCD) by 27.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 10,946 shares of the fast-food giant’s stock after selling 4,213 shares during the period. Quilter Plc’s holdings in McDonald’s were worth $2,402,000 at the end […]

iShares Core S&P 500 ETF (NYSEARCA:IVV) is Pathstone Family Office LLC’s 2nd Largest Position

Pathstone Family Office LLC lessened its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 210,627 shares of the company’s stock after selling 16,221 shares during the quarter. iShares […]

Cambria Investment Management L.P. Boosts Stock Position in Vanguard Real Estate Index Fund ETF Shares (NYSEARCA:VNQ)

Cambria Investment Management L.P. grew its position in shares of Vanguard Real Estate Index Fund ETF Shares (NYSEARCA:VNQ) by 1.1% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 16,468 shares of the exchange traded fund’s stock after buying an additional 181 shares during the quarter. Cambria Investment Management L.P.’s holdings in Vanguard Real Estate […]

Pettinga Financial Advisors LLC Sells 1,877 Shares of Vanguard Real Estate Index Fund ETF Shares (NYSEARCA:VNQ)

Pettinga Financial Advisors LLC lessened its stake in Vanguard Real Estate Index Fund ETF Shares (NYSEARCA:VNQ) by 4.2% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,825 shares of the exchange traded fund’s stock after selling 1,877 shares during the quarter. […]

NIKE, Inc. (NYSE:NKE) Position Cut by Williams Jones Wealth Management LLC.

Williams Jones Wealth Management LLC. reduced its stake in shares of NIKE, Inc. (NYSE:NKE) by 0.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 265,873 shares of the footwear maker’s stock after selling 1,315 shares during the […]

Summit X LLC Boosts Stock Position in Duke Energy Co. (NYSE:DUK)

Summit X LLC increased its stake in shares of Duke Energy Co. (NYSE:DUK) by 2.7% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,083 shares of the utilities provider’s stock after buying an additional 213 shares during the quarter. Summit X LLC’s holdings […]

Summit X LLC Has $814,000 Stock Position in AmerisourceBergen Co. (NYSE:ABC)

Summit X LLC boosted its stake in shares of AmerisourceBergen Co. (NYSE:ABC) by 4.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,251 shares of the company’s stock after purchasing an additional 224 shares during the quarter. Summit X […]

747 Shares in Tesla, Inc. (NASDAQ:TSLA) Purchased by Summit X LLC

Summit X LLC acquired a new stake in Tesla, Inc. (NASDAQ:TSLA) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 747 shares of the electric vehicle producer’s stock, valued at approximately $1,030,000. Other large investors also recently bought and sold shares of the company. Main […]

Wrapmanager Inc. Raises Holdings in Alibaba Group Holding Limited (NYSE:BABA)

Wrapmanager Inc. increased its holdings in Alibaba Group Holding Limited (NYSE:BABA) by 6.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 4,761 shares of the specialty retailer’s stock after acquiring an additional 288 shares during the period. Wrapmanager Inc.’s holdings in Alibaba Group were worth $1,400,000 at […]

Wrapmanager Inc. Boosts Stock Holdings in iShares Short-Term Corporate Bond ETF (NYSEARCA:IGSB)

Wrapmanager Inc. boosted its position in shares of iShares Short-Term Corporate Bond ETF (NYSEARCA:IGSB) by 8.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,724 shares of the company’s stock after buying an additional 2,700 shares during the period. […]

Wrapmanager Inc. Sells 855 Shares of Pfizer Inc. (NYSE:PFE)

Wrapmanager Inc. lowered its stake in Pfizer Inc. (NYSE:PFE) by 2.2% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 37,194 shares of the biopharmaceutical company’s stock after selling 855 shares during the quarter. Wrapmanager Inc.’s holdings in Pfizer were worth $1,365,000 as […]

RBA Wealth Management LLC Boosts Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

RBA Wealth Management LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH) by 1.4% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,728 shares of the healthcare conglomerate’s stock after purchasing an additional 164 shares during the quarter. UnitedHealth Group makes up about […]

NIKE, Inc. (NYSE:NKE) Shares Acquired by Wrapmanager Inc.

Wrapmanager Inc. increased its holdings in shares of NIKE, Inc. (NYSE:NKE) by 3.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,115 shares of the footwear maker’s stock after purchasing an additional 264 shares during the period. Wrapmanager Inc.’s holdings in […]

RBA Wealth Management LLC Buys 314 Shares of International Business Machines Co. (NYSE:IBM)

RBA Wealth Management LLC boosted its stake in International Business Machines Co. (NYSE:IBM) by 1.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 20,023 shares of the technology company’s stock after acquiring an additional 314 shares during the period. International Business Machines accounts for […]

RBA Wealth Management LLC Trims Stake in NIKE, Inc. (NYSE:NKE)

RBA Wealth Management LLC cut its holdings in NIKE, Inc. (NYSE:NKE) by 6.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 36,354 shares of the footwear maker’s stock after selling 2,438 shares during the quarter. NIKE comprises 3.1% of RBA Wealth Management […]

Pathstone Family Office LLC Lowers Stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Pathstone Family Office LLC lowered its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF) by 30.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,459 shares of the exchange traded fund’s stock after selling 4,212 shares during […]

Union Pacific Co. (NYSE:UNP) Receives Consensus Recommendation of “Buy” from Analysts

Union Pacific Co. (NYSE:UNP) has been assigned an average recommendation of “Buy” from the twenty-five analysts that are presently covering the firm, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, seven have issued a hold recommendation, sixteen have given a buy recommendation and one has issued a strong buy […]

Nations Financial Group Inc. IA ADV Sells 533 Shares of Stryker Co. (NYSE:SYK)

Nations Financial Group Inc. IA ADV lessened its holdings in Stryker Co. (NYSE:SYK) by 6.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,166 shares of the medical technology company’s stock after selling 533 shares during the quarter. Nations Financial Group Inc. IA […]

ProShares UltraShort 20+ Year Treasury (NYSEARCA:TBT) Stock Price Pass Above Two Hundred Day Moving Average of $15.87

ProShares UltraShort 20+ Year Treasury (NYSEARCA:TBT)’s stock price passed above its two hundred day moving average during trading on Wednesday . The stock has a two hundred day moving average of $15.87 and traded as high as $16.39. ProShares UltraShort 20+ Year Treasury shares last traded at $16.38, with a volume of 1,173,140 shares trading […]

Summit X LLC Acquires 325 Shares of L3Harris Technologies, Inc. (NYSE:LHX)

Summit X LLC raised its holdings in L3Harris Technologies, Inc. (NYSE:LHX) by 15.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 2,460 shares of the company’s stock after buying an additional 325 shares during the quarter. Summit X LLC’s holdings in L3Harris Technologies were worth $679,000 at the end of the most […]

Wrapmanager Inc. Boosts Holdings in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)

Wrapmanager Inc. lifted its stake in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) by 10.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,329 shares of the biopharmaceutical company’s stock after purchasing an additional 131 shares during the quarter. Wrapmanager Inc.’s holdings […]

Williams Jones Wealth Management LLC. Grows Position in salesforce.com, inc. (NYSE:CRM)

Williams Jones Wealth Management LLC. increased its position in shares of salesforce.com, inc. (NYSE:CRM) by 1.7% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 146,279 shares of the CRM provider’s stock after buying an additional 2,415 shares during the quarter. Williams Jones Wealth Management […]

Pettinga Financial Advisors LLC Acquires New Position in The Williams Companies, Inc. (NYSE:WMB)

Pettinga Financial Advisors LLC acquired a new stake in shares of The Williams Companies, Inc. (NYSE:WMB) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 10,634 shares of the pipeline company’s stock, valued at approximately $209,000. A number of other hedge funds have also bought […]

Hyperion (HYN) Market Capitalization Achieves $37.93 Million

Hyperion (CURRENCY:HYN) traded down 55% against the dollar during the 1 day period ending at 16:00 PM E.T. on November 27th. During the last seven days, Hyperion has traded 4% lower against the dollar. One Hyperion token can currently be bought for $0.12 or 0.00000700 BTC on major exchanges including Hotbit, CoinExchange, Bibox and Bgogo. […]

MarteXcoin Price Reaches $0.0017 on Top Exchanges (MXT)

MarteXcoin (CURRENCY:MXT) traded 6.3% lower against the U.S. dollar during the 24-hour period ending at 16:00 PM E.T. on November 27th. MarteXcoin has a market cap of $7,691.79 and approximately $12.00 worth of MarteXcoin was traded on exchanges in the last 24 hours. Over the last week, MarteXcoin has traded down 29.3% against the U.S. […]

Color Platform (CLR) Achieves Market Capitalization of $1.05 Million

Color Platform (CURRENCY:CLR) traded up 94.1% against the U.S. dollar during the 1 day period ending at 16:00 PM Eastern on November 27th. During the last week, Color Platform has traded 25.7% higher against the U.S. dollar. Color Platform has a market cap of $1.05 million and approximately $1,156.00 worth of Color Platform was traded […]

Brokerages Set Maxim Integrated Products, Inc. (NASDAQ:MXIM) Price Target at $66.88

Maxim Integrated Products, Inc. (NASDAQ:MXIM) has been given an average rating of “Hold” by the twenty ratings firms that are currently covering the company, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, fourteen have issued a hold recommendation, two have issued a buy recommendation and one has issued a […]

PIVX 24-Hour Trading Volume Tops $1.05 Million (PIVX)

PIVX (CURRENCY:PIVX) traded 4.3% higher against the U.S. dollar during the twenty-four hour period ending at 16:00 PM Eastern on November 27th. During the last week, PIVX has traded 19.9% higher against the U.S. dollar. One PIVX coin can now be bought for about $0.36 or 0.00002106 BTC on popular exchanges. PIVX has a market […]

Arepacoin (AREPA) Reaches Market Capitalization of $32,406.08

Arepacoin (CURRENCY:AREPA) traded down 23.2% against the U.S. dollar during the 24 hour period ending at 16:00 PM Eastern on November 27th. Over the last week, Arepacoin has traded 7.9% lower against the U.S. dollar. One Arepacoin coin can now be purchased for about $0.0019 or 0.00000011 BTC on popular exchanges. Arepacoin has a total […]

Loopring (LRC) Trading Down 5% Over Last 7 Days

Loopring (CURRENCY:LRC) traded up 5.5% against the US dollar during the 1-day period ending at 16:00 PM Eastern on November 27th. One Loopring token can now be bought for approximately $0.18 or 0.00001057 BTC on major exchanges. Loopring has a market cap of $204.89 million and $17.90 million worth of Loopring was traded on exchanges […]

Neutrino Token 24-Hour Trading Volume Tops $503,938.00 (NSBT)

Neutrino Token (CURRENCY:NSBT) traded 54% higher against the U.S. dollar during the twenty-four hour period ending at 16:00 PM Eastern on November 27th. During the last week, Neutrino Token has traded 51.2% higher against the U.S. dollar. One Neutrino Token token can now be bought for about $15.12 or 0.00088325 BTC on popular exchanges. Neutrino […]

Analysts Set Santander Consumer USA Holdings Inc. (NYSE:SC) Target Price at $21.38

Shares of Santander Consumer USA Holdings Inc. (NYSE:SC) have been given an average rating of “Hold” by the eleven research firms that are currently covering the company, MarketBeat reports. Two equities research analysts have rated the stock with a sell rating, five have assigned a hold rating and two have given a buy rating to […]

Hyprr (Howdoo) (UDOO) Reaches Market Cap of $2.13 Million

Hyprr (Howdoo) (CURRENCY:UDOO) traded 25.8% higher against the US dollar during the 1 day period ending at 16:00 PM Eastern on November 27th. In the last seven days, Hyprr (Howdoo) has traded down 8% against the US dollar. Hyprr (Howdoo) has a market capitalization of $2.13 million and approximately $122,789.00 worth of Hyprr (Howdoo) was […]

Dent (DENT) Price Up 5.3% This Week

Dent (CURRENCY:DENT) traded up 2.1% against the dollar during the 24-hour period ending at 16:00 PM ET on November 27th. One Dent token can currently be bought for $0.0002 or 0.00000001 BTC on cryptocurrency exchanges. During the last seven days, Dent has traded up 5.3% against the dollar. Dent has a market capitalization of $17.05 […]

Decred (DCR) Price Reaches $21.48 on Top Exchanges

Decred (CURRENCY:DCR) traded 9.3% higher against the US dollar during the twenty-four hour period ending at 16:00 PM ET on November 27th. One Decred coin can currently be bought for $21.48 or 0.00125532 BTC on major cryptocurrency exchanges. In the last seven days, Decred has traded 3.4% lower against the US dollar. Decred has a […]

Gas Achieves Market Cap of $14.66 Million (GAS)

Gas (CURRENCY:GAS) traded up 0.1% against the dollar during the twenty-four hour period ending at 16:00 PM Eastern on November 27th. One Gas token can now be purchased for approximately $1.45 or 0.00008458 BTC on major exchanges. Over the last week, Gas has traded 9% higher against the dollar. Gas has a market capitalization of […]

Summit X LLC Sells 119 Shares of American Electric Power Company, Inc. (NYSE:AEP)

Summit X LLC lowered its holdings in shares of American Electric Power Company, Inc. (NYSE:AEP) by 1.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 10,557 shares of the utilities provider’s stock after selling 119 shares during the period. Summit X LLC’s holdings in American Electric Power […]

Mason Graphite Inc. (LLG.V) (CVE:LLG) Shares Pass Above 200 Day Moving Average of $0.22

Shares of Mason Graphite Inc. (LLG.V) (CVE:LLG) passed above its 200-day moving average during trading on Wednesday . The stock has a 200-day moving average of $0.22 and traded as high as $0.38. Mason Graphite Inc. (LLG.V) shares last traded at $0.36, with a volume of 342,490 shares trading hands. The firm has a market […]

ATCO Ltd. (ACO.X.TO) (TSE:ACO.X) Given Consensus Rating of “Buy” by Analysts

ATCO Ltd. (ACO.X.TO) (TSE:ACO.X) has been given a consensus recommendation of “Buy” by the seven brokerages that are covering the firm, Marketbeat.com reports. Two investment analysts have rated the stock with a hold rating and three have issued a buy rating on the company. The average 12-month price objective among brokers that have issued a […]

Magyar Bancorp (NASDAQ:MGYR) Share Price Crosses Above 200 Day Moving Average of $8.61

Shares of Magyar Bancorp, Inc. (NASDAQ:MGYR) passed above its 200-day moving average during trading on Wednesday . The stock has a 200-day moving average of $8.61 and traded as high as $8.65. Magyar Bancorp shares last traded at $8.61, with a volume of 3,215 shares changing hands. Separately, ValuEngine cut shares of Magyar Bancorp from […]

Bellway p.l.c. (BWY.L) (LON:BWY) Stock Passes Above 200 Day Moving Average of $2,559.54

Bellway p.l.c. (BWY.L) (LON:BWY)’s stock price crossed above its 200-day moving average during trading on Wednesday . The stock has a 200-day moving average of $2,559.54 and traded as high as $3,117.00. Bellway p.l.c. (BWY.L) shares last traded at $3,002.64, with a volume of 423,504 shares. BWY has been the topic of several research reports. […]

BAE Systems (OTCMKTS:BAESF) Shares Cross Above 200 Day Moving Average of $6.34

BAE Systems plc (OTCMKTS:BAESF) shares passed above its 200-day moving average during trading on Wednesday . The stock has a 200-day moving average of $6.34 and traded as high as $7.05. BAE Systems shares last traded at $6.86, with a volume of 9,767 shares trading hands. Separately, Kepler Capital Markets restated a “buy” rating on […]

Bluegreen Vacations (NYSE:BBX) Share Price Crosses Above Two Hundred Day Moving Average of $12.12

Bluegreen Vacations Holding Co. (NYSE:BBX)’s stock price passed above its 200-day moving average during trading on Wednesday . The stock has a 200-day moving average of $12.12 and traded as high as $13.53. Bluegreen Vacations shares last traded at $13.04, with a volume of 17,575 shares trading hands. Separately, Zacks Investment Research cut shares of […]