Archive for Donna Brown

Thermo Fisher Scientific Inc. (NYSE:TMO) Stock Position Increased by Mirova US LLC

Mirova US LLC boosted its stake in Thermo Fisher Scientific Inc. (NYSE:TMO) by 22.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 248,954 shares of the medical research company’s stock after purchasing an additional 45,181 shares during the quarter. Thermo […]

Richard Bernstein Advisors LLC Sells 3,031 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)

Richard Bernstein Advisors LLC trimmed its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO) by 8.4% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 32,919 shares of the medical research company’s stock after selling 3,031 shares during the period. Thermo Fisher Scientific makes up […]

Castleark Management LLC Reduces Stock Position in UnitedHealth Group Inc (NYSE:UNH)

Castleark Management LLC decreased its position in UnitedHealth Group Inc (NYSE:UNH) by 5.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 69,530 shares of the healthcare conglomerate’s stock after selling 3,940 shares during the quarter. UnitedHealth Group makes up 1.0% of Castleark Management LLC’s […]

Richard Bernstein Advisors LLC Sells 3,616 Shares of UnitedHealth Group Inc (NYSE:UNH)

Richard Bernstein Advisors LLC decreased its position in shares of UnitedHealth Group Inc (NYSE:UNH) by 6.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 49,479 shares of the healthcare conglomerate’s stock after selling 3,616 shares during the quarter. UnitedHealth Group makes up 0.4% of Richard Bernstein […]

42,340 Shares in Mastercard Inc (NYSE:MA) Purchased by Castleark Management LLC

Castleark Management LLC purchased a new stake in Mastercard Inc (NYSE:MA) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 42,340 shares of the credit services provider’s stock, valued at approximately $10,228,000. A number of other hedge funds also recently added to […]

Mastercard Inc (NYSE:MA) Shares Bought by Mirova US LLC

Mirova US LLC lifted its holdings in shares of Mastercard Inc (NYSE:MA) by 14.7% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 269,163 shares of the credit services provider’s stock after buying an additional 34,499 shares during the period. Mastercard comprises about 8.6% of Mirova […]

Northeast Investment Management Raises Stock Holdings in NextEra Energy Inc (NYSE:NEE)

Northeast Investment Management increased its position in NextEra Energy Inc (NYSE:NEE) by 0.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 107,426 shares of the utilities provider’s stock after buying an additional 351 shares during the quarter. NextEra Energy […]

Ameritas Investment Partners Inc. Purchases 497 Shares of Danaher Co. (NYSE:DHR)

Ameritas Investment Partners Inc. raised its stake in shares of Danaher Co. (NYSE:DHR) by 1.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 33,663 shares of the conglomerate’s stock after acquiring an additional 497 shares during the quarter. Ameritas Investment Partners Inc.’s holdings in […]

Northeast Investment Management Sells 533 Shares of Alphabet Inc (NASDAQ:GOOGL)

Northeast Investment Management lowered its position in Alphabet Inc (NASDAQ:GOOGL) by 1.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,159 shares of the information services provider’s stock after selling 533 shares during the period. Alphabet makes up about […]

Ameritas Investment Partners Inc. Has $7.12 Million Position in Verizon Communications Inc. (NYSE:VZ)

Ameritas Investment Partners Inc. boosted its stake in shares of Verizon Communications Inc. (NYSE:VZ) by 5.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 132,573 shares of the cell phone carrier’s stock after buying an additional 7,426 shares during the quarter. Ameritas Investment […]

Amgen, Inc. (NASDAQ:AMGN) Shares Bought by Swaine & Leidel Wealth Services LLC

Swaine & Leidel Wealth Services LLC raised its holdings in Amgen, Inc. (NASDAQ:AMGN) by 7.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 15,012 shares of the medical research company’s stock after acquiring an additional 1,065 shares during the quarter. Amgen accounts for […]

NWI Management LP Sells 50,000 Shares of Adobe Inc (NASDAQ:ADBE)

NWI Management LP lessened its stake in shares of Adobe Inc (NASDAQ:ADBE) by 90.9% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 5,000 shares of the software company’s stock after selling 50,000 shares during the period. NWI Management LP’s holdings in Adobe were […]

Nicholas Company Inc. Has $24.44 Million Holdings in ServiceNow Inc (NYSE:NOW)

Nicholas Company Inc. cut its stake in ServiceNow Inc (NYSE:NOW) by 24.4% in the first quarter, HoldingsChannel reports. The institutional investor owned 85,270 shares of the information technology services provider’s stock after selling 27,545 shares during the quarter. Nicholas Company Inc.’s holdings in ServiceNow were worth $24,437,000 at the end of the most recent reporting […]

NextEra Energy Inc (NYSE:NEE) Shares Purchased by Ameritas Investment Partners Inc.

Ameritas Investment Partners Inc. boosted its position in NextEra Energy Inc (NYSE:NEE) by 0.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 30,158 shares of the utilities provider’s stock after acquiring an additional 100 shares during the quarter. Ameritas Investment […]

Covington Investment Advisors Inc. Increases Stake in Chevron Co. (NYSE:CVX)

Covington Investment Advisors Inc. increased its holdings in Chevron Co. (NYSE:CVX) by 3.4% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 46,896 shares of the oil and gas company’s stock after buying an additional 1,550 shares during the period. Covington Investment Advisors Inc.’s holdings in Chevron were worth $3,398,000 as of its […]

Covington Investment Advisors Inc. Purchases 760 Shares of Procter & Gamble Co (NYSE:PG)

Covington Investment Advisors Inc. boosted its position in shares of Procter & Gamble Co (NYSE:PG) by 2.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,772 shares of the company’s stock after acquiring an additional 760 shares during the period. Covington Investment […]

Covington Investment Advisors Inc. Has $3.14 Million Stock Position in Air Products & Chemicals, Inc. (NYSE:APD)

Covington Investment Advisors Inc. grew its stake in shares of Air Products & Chemicals, Inc. (NYSE:APD) by 2.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,712 shares of the basic materials company’s stock after acquiring an additional 320 shares during the […]

Ameritas Investment Partners Inc. Sells 6,705 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Ameritas Investment Partners Inc. trimmed its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 4.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 139,350 shares of the company’s stock after selling 6,705 shares during the […]

171,000 Shares in Cisco Systems, Inc. (NASDAQ:CSCO) Bought by Wolverine Asset Management LLC

Wolverine Asset Management LLC acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 171,000 shares of the network equipment provider’s stock, valued at approximately $6,722,000. A number of other institutional investors have […]

WS Management Lllp Has $10.72 Million Stake in Walmart Inc (NYSE:WMT)

WS Management Lllp decreased its stake in shares of Walmart Inc (NYSE:WMT) by 3.8% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 94,382 shares of the retailer’s stock after selling 3,695 shares during the quarter. Walmart comprises approximately 1.2% of WS […]

Hexcel Co. (NYSE:HXL) Position Lessened by Lateef Investment Management L.P.

Lateef Investment Management L.P. trimmed its position in shares of Hexcel Co. (NYSE:HXL) by 95.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,250 shares of the aerospace company’s stock after selling 283,682 shares during the period. Lateef […]

Lateef Investment Management L.P. Buys Shares of 11,300 American Express (NYSE:AXP)

Lateef Investment Management L.P. bought a new stake in American Express (NYSE:AXP) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 11,300 shares of the payment services company’s stock, valued at approximately $967,000. Other large investors have also recently modified […]

Knight-Swift Transportation Holdings Inc (NYSE:KNX) Shares Sold by WS Management Lllp

WS Management Lllp trimmed its position in shares of Knight-Swift Transportation Holdings Inc (NYSE:KNX) by 5.4% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 168,371 shares of the transportation company’s stock after selling 9,589 shares during the period. Knight-Swift Transportation makes […]

Invenomic Capital Management LP Takes $512,000 Position in Lamar Advertising Co (NASDAQ:LAMR)

Invenomic Capital Management LP bought a new position in Lamar Advertising Co (NASDAQ:LAMR) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 9,992 shares of the real estate investment trust’s stock, valued at approximately $512,000. A number of other institutional investors and hedge funds have […]

Lamar Advertising Co (NASDAQ:LAMR) Shares Sold by WS Management Lllp

WS Management Lllp lessened its stake in Lamar Advertising Co (NASDAQ:LAMR) by 22.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 117,553 shares of the real estate investment trust’s stock after selling 33,850 shares during the quarter. Lamar Advertising makes up approximately […]

Nicholas Company Inc. Acquires 110 Shares of Cooper Companies Inc (NYSE:COO)

Nicholas Company Inc. raised its holdings in shares of Cooper Companies Inc (NYSE:COO) by 0.3% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 42,070 shares of the medical device company’s stock after acquiring an additional 110 shares during the quarter. Nicholas Company Inc. […]

Nicholas Company Inc. Cuts Stake in Global Payments Inc (NYSE:GPN)

Nicholas Company Inc. lessened its holdings in shares of Global Payments Inc (NYSE:GPN) by 12.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 397,616 shares of the business services provider’s stock after selling 55,058 shares during the period. Global […]

Global Alpha Capital Management Ltd. Sells 20,700 Shares of Solaredge Technologies Inc (NASDAQ:SEDG)

Global Alpha Capital Management Ltd. lowered its holdings in shares of Solaredge Technologies Inc (NASDAQ:SEDG) by 21.1% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 77,559 shares of the semiconductor company’s stock after selling 20,700 shares during the period. Global Alpha Capital Management Ltd. owned about 0.16% […]

Lateef Investment Management L.P. Has $3.04 Million Position in Wells Fargo & Co (NYSE:WFC)

Lateef Investment Management L.P. lessened its position in shares of Wells Fargo & Co (NYSE:WFC) by 33.3% in the first quarter, according to its most recent filing with the SEC. The firm owned 105,950 shares of the financial services provider’s stock after selling 52,950 shares during the quarter. Lateef Investment Management L.P.’s holdings in Wells […]

Roanoke Asset Management Corp NY Trims Holdings in Fortive Corp (NYSE:FTV)

Roanoke Asset Management Corp NY lowered its position in shares of Fortive Corp (NYSE:FTV) by 0.8% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 26,217 shares of the technology company’s stock after selling 215 shares during the quarter. Roanoke Asset Management Corp NY’s […]

Nike Inc (NYSE:NKE) Shares Sold by Richard Bernstein Advisors LLC

Richard Bernstein Advisors LLC lessened its stake in shares of Nike Inc (NYSE:NKE) by 21.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 31,404 shares of the footwear maker’s stock after selling 8,494 shares during the quarter. Richard Bernstein […]

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) is Ameritas Investment Partners Inc.’s 6th Largest Position

Ameritas Investment Partners Inc. lifted its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 9.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,182,582 shares of the company’s stock after acquiring an additional 100,574 shares during the quarter. Vanguard FTSE Developed […]

Mitek Systems, Inc. (NASDAQ:MITK) Shares Sold by Invenomic Capital Management LP

Invenomic Capital Management LP lessened its stake in Mitek Systems, Inc. (NASDAQ:MITK) by 56.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 147,765 shares of the software maker’s stock after selling 189,778 shares during the quarter. Invenomic Capital Management LP owned about […]

Nicholas Company Inc. Boosts Holdings in Charles Schwab Co. (NYSE:SCHW)

Nicholas Company Inc. grew its holdings in shares of Charles Schwab Co. (NYSE:SCHW) by 1.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,146,045 shares of the financial services provider’s stock after acquiring an additional 21,260 shares during the quarter. Charles Schwab accounts for […]

Lateef Investment Management L.P. Buys Shares of 7,800 Nucor Co. (NYSE:NUE)

Lateef Investment Management L.P. bought a new stake in Nucor Co. (NYSE:NUE) during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 7,800 shares of the basic materials company’s stock, valued at approximately $281,000. Other institutional investors and hedge funds also recently added to or […]

Hutner Capital Management Inc. Has $6.72 Million Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

Hutner Capital Management Inc. trimmed its holdings in PepsiCo, Inc. (NASDAQ:PEP) by 10.9% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,920 shares of the company’s stock after selling 6,863 shares during the quarter. PepsiCo comprises about 6.1% of […]

Viking Global Investors LP Has $1.04 Billion Holdings in Boston Scientific Co. (NYSE:BSX)

Viking Global Investors LP boosted its stake in shares of Boston Scientific Co. (NYSE:BSX) by 72.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 31,816,197 shares of the medical equipment provider’s stock after buying an additional 13,324,535 shares during the quarter. Boston Scientific accounts for about 5.4% of Viking Global Investors LP’s holdings, […]

Swaine & Leidel Wealth Services LLC Boosts Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Swaine & Leidel Wealth Services LLC boosted its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW) by 15.0% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 4,122 shares of the company’s stock after purchasing an additional 538 shares during the quarter. Swaine & Leidel Wealth Services LLC’s holdings in iShares S&P […]

Apogee Enterprises (NASDAQ:APOG) Upgraded to Strong-Buy by Zacks Investment Research

Zacks Investment Research upgraded shares of Apogee Enterprises (NASDAQ:APOG) from a sell rating to a strong-buy rating in a report published on Wednesday, Zacks.com reports. Zacks Investment Research currently has $19.00 price objective on the industrial products company’s stock. According to Zacks, “Apogee has not provided any guidance for fiscal 2021 citing the uncertainty related […]

Wolverine Asset Management LLC Has $6.27 Million Position in Tiffany & Co. (NYSE:TIF)

Wolverine Asset Management LLC raised its stake in shares of Tiffany & Co. (NYSE:TIF) by 125.3% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 48,426 shares of the specialty retailer’s stock after buying an additional 26,934 shares during the quarter. Wolverine Asset Management […]

Swaine & Leidel Wealth Services LLC Purchases 484 Shares of BlackRock, Inc. (NYSE:BLK)

Swaine & Leidel Wealth Services LLC grew its position in shares of BlackRock, Inc. (NYSE:BLK) by 8.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,485 shares of the asset manager’s stock after buying an additional 484 shares during the quarter. BlackRock […]

Northeast Investment Management Buys 888 Shares of CVS Health Corp (NYSE:CVS)

Northeast Investment Management grew its stake in CVS Health Corp (NYSE:CVS) by 0.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 213,062 shares of the pharmacy operator’s stock after acquiring an additional 888 shares during the period. Northeast Investment Management’s holdings […]

Union Pacific Co. (NYSE:UNP) Shares Sold by Northeast Investment Management

Northeast Investment Management reduced its position in Union Pacific Co. (NYSE:UNP) by 2.2% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 224,954 shares of the railroad operator’s stock after selling 5,103 shares during the period. Union Pacific comprises 2.9% of Northeast Investment Management’s holdings, making the stock […]

NWI Management LP Sells 390,000 Shares of TIM Participacoes SA (NYSE:TSU)

NWI Management LP decreased its holdings in shares of TIM Participacoes SA (NYSE:TSU) by 72.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 150,000 shares of the Wireless communications provider’s stock after selling 390,000 shares during the period. TIM […]

Ameritas Investment Partners Inc. Cuts Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Ameritas Investment Partners Inc. cut its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 14.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 114,342 shares of the company’s stock after selling 19,848 shares during the quarter. iShares Core S&P […]

Ameritas Investment Partners Inc. Grows Position in Vanguard Real Estate ETF (NYSEARCA:VNQ)

Ameritas Investment Partners Inc. grew its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 4.4% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 161,207 shares of the exchange traded fund’s stock after purchasing an additional 6,775 shares during the period. […]

Ameritas Investment Partners Inc. Sells 1,033 Shares of Facebook, Inc. (NASDAQ:FB)

Ameritas Investment Partners Inc. reduced its stake in Facebook, Inc. (NASDAQ:FB) by 1.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 104,741 shares of the social networking company’s stock after selling 1,033 shares during the quarter. Facebook accounts for 1.0% of Ameritas […]

CCL Industries (TSE:CCL.B) Stock Price Passes Below 200 Day Moving Average of $49.77

CCL Industries Inc. (TSE:CCL.B) passed below its 200-day moving average during trading on Tuesday . The stock has a 200-day moving average of $49.77 and traded as low as $45.64. CCL Industries shares last traded at $46.75, with a volume of 227,908 shares trading hands. Several analysts have recently issued reports on the stock. Raymond […]

TAG Oil (TSE:TAO) Share Price Crosses Below Two Hundred Day Moving Average of $0.32

Shares of TAG Oil Ltd (TSE:TAO) passed below its 200-day moving average during trading on Tuesday . The stock has a 200-day moving average of $0.32 and traded as low as $0.11. TAG Oil shares last traded at $0.12, with a volume of 102,900 shares. The firm has a market capitalization of $10.25 million and […]

Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) Shares Sold by Ameritas Investment Partners Inc.

Ameritas Investment Partners Inc. decreased its holdings in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT) by 4.5% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 63,047 shares of the company’s stock after selling 2,996 shares during the period. Ameritas Investment Partners Inc.’s holdings in Vanguard Intermediate-Term Corporate Bond […]