Investment

MCP Income Opportunities Trust (MOT.AX) (ASX:MOT) Announces Dividend Increase – $0.01 Per Share

MCP Income Opportunities Trust (MOT.AX) (ASX:MOT) declared a interim dividend on Tuesday, November 24th, MarketIndexAU reports. Investors of record on Tuesday, December 8th will be given a dividend of 0.01 per share on Tuesday, December 8th. This represents a dividend yield of 0.49%. The ex-dividend date of this dividend is Monday, November 30th. This is […]

First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) Plans Monthly Dividend of $0.03

First Trust Enhanced Short Maturity ETF (NASDAQ:FTSM) announced a monthly dividend on Wednesday, November 25th, Zacks reports. Shareholders of record on Tuesday, December 1st will be given a dividend of 0.033 per share on Thursday, December 3rd. This represents a $0.40 annualized dividend and a yield of 0.66%. The ex-dividend date is Monday, November 30th. […]

Quilter Plc Buys 16,029 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Quilter Plc grew its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.2% during the third quarter, HoldingsChannel reports. The firm owned 509,459 shares of the financial services provider’s stock after buying an additional 16,029 shares during the quarter. JPMorgan Chase & Co. accounts for about 1.9% of Quilter Plc’s investment portfolio, making the stock […]

Summit X LLC Has $1.40 Million Stock Position in Exxon Mobil Co. (NYSE:XOM)

Summit X LLC raised its stake in Exxon Mobil Co. (NYSE:XOM) by 17.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 72,309 shares of the oil and gas company’s stock after acquiring an additional 10,775 shares during the quarter. Summit X LLC’s […]

Weil Company Inc. Has $231,000 Stake in Exxon Mobil Co. (NYSE:XOM)

Weil Company Inc. lowered its stake in shares of Exxon Mobil Co. (NYSE:XOM) by 12.2% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 6,724 shares of the oil and gas company’s stock after selling 930 shares during the period. Weil Company Inc.’s holdings in Exxon Mobil […]

Summit X LLC Sells 636 Shares of Facebook, Inc. (NASDAQ:FB)

Summit X LLC cut its position in Facebook, Inc. (NASDAQ:FB) by 5.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,139 shares of the social networking company’s stock after selling 636 shares during the period. Facebook comprises 0.9% of […]

Pathstone Family Office LLC Has $7.53 Million Position in Merck & Co., Inc. (NYSE:MRK)

Pathstone Family Office LLC lowered its position in shares of Merck & Co., Inc. (NYSE:MRK) by 2.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 90,786 shares of the company’s stock after selling 1,904 shares during the quarter. Merck & Co., […]

Williams Jones Wealth Management LLC. Sells 3,050 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Williams Jones Wealth Management LLC. decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.5% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 567,169 shares of the financial services provider’s stock after selling 3,050 shares during the quarter. Williams Jones Wealth Management LLC.’s holdings in JPMorgan Chase & Co. were worth $54,601,000 as […]

Intel Co. (NASDAQ:INTC) Shares Bought by Southeast Asset Advisors Inc.

Southeast Asset Advisors Inc. grew its holdings in shares of Intel Co. (NASDAQ:INTC) by 1.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 102,645 shares of the chip maker’s stock after purchasing an additional 1,250 shares during the period. Intel makes up about […]

Wrapmanager Inc. Has $831,000 Holdings in The Home Depot, Inc. (NYSE:HD)

Wrapmanager Inc. cut its position in The Home Depot, Inc. (NYSE:HD) by 13.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,994 shares of the home improvement retailer’s stock after selling 456 shares during the period. Wrapmanager Inc.’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 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 […]

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 […]

Quilter Plc Has $24.12 Million Holdings in Alphabet Inc. (NASDAQ:GOOG)

Quilter Plc lifted its stake in shares of Alphabet Inc. (NASDAQ:GOOG) by 3.3% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 16,415 shares of the information services provider’s stock after buying an additional 529 shares during the period. Alphabet comprises approximately 1.0% of Quilter […]

Pathstone Family Office LLC Purchases 918 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Pathstone Family Office LLC lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 5.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,307 shares of the network equipment provider’s stock after buying an additional 918 shares during the quarter. Pathstone Family […]

Nations Financial Group Inc. IA ADV Boosts Stock Position in Abbott Laboratories (NYSE:ABT)

Nations Financial Group Inc. IA ADV grew its holdings in Abbott Laboratories (NYSE:ABT) by 15.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,384 shares of the healthcare product maker’s stock after buying an additional 1,420 shares during the quarter. Nations Financial […]

Summit X LLC Acquires 79 Shares of Kimberly-Clark Co. (NYSE:KMB)

Summit X LLC increased its holdings in shares of Kimberly-Clark Co. (NYSE:KMB) by 0.5% during the third quarter, Holdings Channel.com reports. The fund owned 15,031 shares of the company’s stock after purchasing an additional 79 shares during the quarter. Kimberly-Clark accounts for about 0.8% of Summit X LLC’s holdings, making the stock its 29th biggest […]

Advisory Research Inc. Sells 1,900 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Advisory Research Inc. cut its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 12.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 13,083 shares of the company’s stock after selling 1,900 shares during the quarter. Advisory Research Inc.’s holdings in Vanguard S&P 500 […]

JBF Capital Inc. Cuts Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

JBF Capital Inc. reduced its stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 3.8% during the 3rd quarter, HoldingsChannel reports. The fund owned 1,403,168 shares of the company’s stock after selling 55,000 shares during the quarter. Vanguard S&P 500 ETF comprises 70.5% of JBF Capital Inc.’s investment portfolio, making the stock its largest position. JBF […]

Nations Financial Group Inc. IA ADV Boosts Holdings in Pfizer Inc. (NYSE:PFE)

Nations Financial Group Inc. IA ADV lifted its stake in Pfizer Inc. (NYSE:PFE) by 6.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 33,644 shares of the biopharmaceutical company’s stock after purchasing an additional 2,180 shares during the quarter. […]

Wrapmanager Inc. Has $3.29 Million Stock Position in Adobe Inc. (NASDAQ:ADBE)

Wrapmanager Inc. raised its position in shares of Adobe Inc. (NASDAQ:ADBE) by 6.8% in the third quarter, according to its most recent filing with the SEC. The firm owned 6,702 shares of the software company’s stock after purchasing an additional 425 shares during the quarter. Adobe makes up approximately 1.1% of Wrapmanager Inc.’s investment portfolio, […]

Lowe’s Companies, Inc. (NYSE:LOW) Shares Purchased by Summit X LLC

Summit X LLC boosted its holdings in Lowe’s Companies, Inc. (NYSE:LOW) by 5.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 5,191 shares of the home improvement retailer’s stock after buying an additional 249 shares during the period. Summit X LLC’s holdings in Lowe’s Companies were worth […]

Nations Financial Group Inc. IA ADV Purchases 429 Shares of Intel Co. (NASDAQ:INTC)

Nations Financial Group Inc. IA ADV lifted its position in Intel Co. (NASDAQ:INTC) by 1.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 23,391 shares of the chip maker’s stock after purchasing an additional 429 shares during the period. Nations Financial Group Inc. IA ADV’s holdings in […]

Wrapmanager Inc. Decreases Stake in AbbVie Inc. (NYSE:ABBV)

Wrapmanager Inc. lowered its position in AbbVie Inc. (NYSE:ABBV) by 6.9% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 21,247 shares of the company’s stock after selling 1,567 shares during the quarter. Wrapmanager Inc.’s holdings in AbbVie were worth $1,861,000 as of its most […]

RBA Wealth Management LLC Trims Stock Position in The Home Depot, Inc. (NYSE:HD)

RBA Wealth Management LLC lessened its stake in shares of The Home Depot, Inc. (NYSE:HD) by 6.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,586 shares of the home improvement retailer’s stock after selling 248 shares during the quarter. RBA Wealth Management […]

Invesco QQQ Trust (NASDAQ:QQQ) Shares Acquired by Pathstone Family Office LLC

Pathstone Family Office LLC increased its stake in Invesco QQQ Trust (NASDAQ:QQQ) by 0.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,877 shares of the exchange traded fund’s stock after purchasing an additional 57 shares during the quarter. Pathstone Family Office […]

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 1,099 Shares of Visa Inc. (NYSE:V)

Williams Jones Wealth Management LLC. trimmed its stake in Visa Inc. (NYSE:V) by 0.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,317,516 shares of the credit-card processor’s stock after selling 1,099 shares during the period. Visa comprises about 4.9% of Williams […]

Williams Jones Wealth Management LLC. Lowers Holdings in PayPal Holdings, Inc. (NASDAQ:PYPL)

Williams Jones Wealth Management LLC. lessened its stake in PayPal Holdings, Inc. (NASDAQ:PYPL) by 0.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 329,160 shares of the credit services provider’s stock after selling 1,676 shares during the quarter. PayPal […]

The Walt Disney Company (NYSE:DIS) Shares Sold by Williams Jones Wealth Management LLC.

Williams Jones Wealth Management LLC. lowered its stake in The Walt Disney Company (NYSE:DIS) by 2.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 295,690 shares of the entertainment giant’s stock after selling 6,262 shares during the period. Williams Jones Wealth […]

Voss Capital LLC Boosts Stake in The Blackstone Group Inc. (NYSE:BX)

Voss Capital LLC grew its position in shares of The Blackstone Group Inc. (NYSE:BX) by 53.1% during the third quarter, according to its most recent filing with the SEC. The firm owned 95,704 shares of the asset manager’s stock after acquiring an additional 33,204 shares during the period. The Blackstone Group comprises about 2.8% of […]

Pathstone Family Office LLC Trims Position in iShares Short-Term Corporate Bond ETF (NYSEARCA:IGSB)

Pathstone Family Office LLC reduced its position in shares of iShares Short-Term Corporate Bond ETF (NYSEARCA:IGSB) by 49.5% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 20,989 shares of the company’s stock after selling 20,595 shares during the period. Pathstone Family Office LLC’s […]

Nations Financial Group Inc. IA ADV Has $1.63 Million Stake in The Procter & Gamble Company (NYSE:PG)

Nations Financial Group Inc. IA ADV grew its stake in The Procter & Gamble Company (NYSE:PG) by 3.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,745 shares of the company’s stock after purchasing an additional 391 shares during the period. Nations […]

Nations Financial Group Inc. IA ADV Decreases Position in salesforce.com, inc. (NYSE:CRM)

Nations Financial Group Inc. IA ADV cut its stake in salesforce.com, inc. (NYSE:CRM) by 8.0% during the third quarter, HoldingsChannel reports. The institutional investor owned 8,633 shares of the CRM provider’s stock after selling 748 shares during the quarter. Nations Financial Group Inc. IA ADV’s holdings in salesforce.com were worth $2,170,000 at the end of […]

Summit X LLC Acquires 79 Shares of Kimberly-Clark Co. (NYSE:KMB)

Summit X LLC increased its holdings in shares of Kimberly-Clark Co. (NYSE:KMB) by 0.5% during the third quarter, Holdings Channel.com reports. The fund owned 15,031 shares of the company’s stock after purchasing an additional 79 shares during the quarter. Kimberly-Clark accounts for about 0.8% of Summit X LLC’s holdings, making the stock its 29th biggest […]

Summit X LLC Buys 1,264 Shares of UnitedHealth Group Incorporated (NYSE:UNH)

Summit X LLC lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 20.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,557 shares of the healthcare conglomerate’s stock after acquiring an additional 1,264 shares during the quarter. UnitedHealth Group makes […]

Equity Investment Corp Has $37.17 Million Stock Holdings in Exxon Mobil Co. (NYSE:XOM)

Equity Investment Corp grew its position in shares of Exxon Mobil Co. (NYSE:XOM) by 38.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,082,663 shares of the oil and gas company’s stock after purchasing an additional 297,910 shares during the quarter. Exxon Mobil […]

Summit X LLC Cuts Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Summit X LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM) by 0.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,306 shares of the financial services provider’s stock after selling 96 shares during the quarter. Summit […]

Equity Investment Corp Has $30.25 Million Stock Position in Facebook, Inc. (NASDAQ:FB)

Equity Investment Corp cut its holdings in Facebook, Inc. (NASDAQ:FB) by 58.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 115,511 shares of the social networking company’s stock after selling 163,400 shares during the quarter. Equity Investment Corp’s holdings in Facebook were worth $30,252,000 […]

Pathstone Family Office LLC Buys 1,200 Shares of McDonald’s Co. (NYSE:MCD)

Pathstone Family Office LLC raised its stake in McDonald’s Co. (NYSE:MCD) by 110.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,290 shares of the fast-food giant’s stock after purchasing an additional 1,200 shares during the period. Pathstone Family Office […]

Equity Investment Corp Acquires 256,648 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Equity Investment Corp increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 23.4% during the third quarter, HoldingsChannel.com reports. The fund owned 1,353,060 shares of the network equipment provider’s stock after buying an additional 256,648 shares during the quarter. Cisco Systems makes up approximately 2.7% of Equity Investment Corp’s investment portfolio, making the […]

Summit X LLC Purchases 501 Shares of Verizon Communications Inc. (NYSE:VZ)

Summit X LLC raised its position in shares of Verizon Communications Inc. (NYSE:VZ) by 1.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,845 shares of the cell phone carrier’s stock after acquiring an additional 501 shares during the period. Summit […]

Sprott Inc. Sells 99,008 Shares of Exxon Mobil Co. (NYSE:XOM)

Sprott Inc. decreased its stake in shares of Exxon Mobil Co. (NYSE:XOM) by 75.4% during the third quarter, HoldingsChannel reports. The firm owned 32,317 shares of the oil and gas company’s stock after selling 99,008 shares during the quarter. Sprott Inc.’s holdings in Exxon Mobil were worth $1,109,000 at the end of the most recent […]

Nations Financial Group Inc. IA ADV Has $1.20 Million Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Nations Financial Group Inc. IA ADV boosted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH) by 8.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,857 shares of the healthcare conglomerate’s stock after buying an additional 312 shares […]

Wrapmanager Inc. Has $2.50 Million Stake in Abbott Laboratories (NYSE:ABT)

Wrapmanager Inc. grew its holdings in Abbott Laboratories (NYSE:ABT) by 8.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 22,985 shares of the healthcare product maker’s stock after purchasing an additional 1,746 shares during the period. Abbott Laboratories comprises 0.8% of Wrapmanager Inc.’s […]

Wrapmanager Inc. Sells 148 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Wrapmanager Inc. lessened its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 1.8% in the third quarter, Holdings Channel.com reports. The fund owned 8,144 shares of the company’s stock after selling 148 shares during the period. Wrapmanager Inc.’s holdings in PepsiCo were worth $1,129,000 at the end of the most recent quarter. A number of […]

Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Wrapmanager Inc.

Wrapmanager Inc. lessened its position in Alphabet Inc. (NASDAQ:GOOG) by 1.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 1,738 shares of the information services provider’s stock after selling 31 shares during the period. Alphabet makes up 0.9% of Wrapmanager Inc.’s investment portfolio, making the stock its […]

Vanguard S&P 500 ETF (NYSEARCA:VOO) Shares Sold by Taikang Asset Management Hong Kong Co Ltd

Taikang Asset Management Hong Kong Co Ltd reduced its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 47.1% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 51,653 shares of the company’s stock after selling 46,000 shares during the quarter. Vanguard […]

RBA Wealth Management LLC Has $4 Million Holdings in Alphabet Inc. (NASDAQ:GOOGL)

RBA Wealth Management LLC increased its position in Alphabet Inc. (NASDAQ:GOOGL) by 0.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,726 shares of the information services provider’s stock after acquiring an additional 8 shares during the quarter. Alphabet comprises about 2.7% of RBA […]

Wrapmanager Inc. Raises Stock Holdings in Alphabet Inc. (NASDAQ:GOOGL)

Wrapmanager Inc. boosted its stake in shares of Alphabet Inc. (NASDAQ:GOOGL) by 12.4% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 508 shares of the information services provider’s stock after buying an additional 56 shares during the period. Wrapmanager Inc.’s holdings in Alphabet were worth $745,000 […]