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Sequoia Financial Advisors LLC Boosts Position in Pfizer Inc. (NYSE:PFE)
Sequoia Financial Advisors LLC boosted its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 55.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 422,143 shares of the biopharmaceutical... More of this article »
Sequoia Financial Advisors LLC Buys 16,187 Shares of Visa Inc. (NYSE:V)
Sequoia Financial Advisors LLC boosted its stake in Visa Inc. (NYSE:V – Free Report) by 12.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Traphagen Investment Advisors LLC Sells 435 Shares of Exxon Mobil Co. (NYSE:XOM)
Traphagen Investment Advisors LLC cut its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 12,183 shares of the... More of this article »
Leo Wealth LLC Decreases Stake in Citigroup Inc. (NYSE:C)
Leo Wealth LLC trimmed its holdings in Citigroup Inc. (NYSE:C – Free Report) by 6.5% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,927 shares of... More of this article »
Telos Capital Management Inc. Has $402,000 Stake in Automatic Data Processing, Inc. (NASDAQ:ADP)
Telos Capital Management Inc. grew its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 3.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Shares Bought by Xcel Wealth Management LLC
Xcel Wealth Management LLC grew its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Horst & Graben Wealth Management LLC Has $365,000 Holdings in Alphabet Inc. (NASDAQ:GOOG)
Horst & Graben Wealth Management LLC increased its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 16.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Sequoia Financial Advisors LLC Buys 22,695 Shares of Alphabet Inc. (NASDAQ:GOOG)
Sequoia Financial Advisors LLC grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.5% during the third quarter, Holdings Channel reports. The institutional investor owned 525,718 shares of the information... More of this article »
WT Wealth Management Lowers Stock Position in The Home Depot, Inc. (NYSE:HD)
WT Wealth Management trimmed its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 16.7% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 7,437 shares of the home improvement... More of this article »
Cetera Trust Company N.A Reduces Stock Position in Johnson & Johnson (NYSE:JNJ)
Cetera Trust Company N.A cut its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 10.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Position Cut by Signaturefd LLC
Signaturefd LLC trimmed its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 4.4% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 58,786 shares of the information services... More of this article »
United Parcel Service, Inc. (NYSE:UPS) Receives Average Rating of “Moderate Buy” from Analysts
Shares of United Parcel Service, Inc. (NYSE:UPS – Get Free Report) have earned a consensus rating of “Moderate Buy” from the twenty-three research firms that are currently covering the stock, MarketBeat.com reports.... More of this article »
Whittier Trust Co. Acquires 10,600 Shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV)
Whittier Trust Co. raised its holdings in shares of iShares MSCI USA Min Vol Factor ETF (BATS:USMV – Free Report) by 73.6% in the 3rd quarter, Holdings Channel reports. The firm owned 25,011 shares of the company’s stock... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) is Maripau Wealth Management LLC’s 3rd Largest Position
Maripau Wealth Management LLC lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 12.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Bought by Fortis Group Advisors LLC
Fortis Group Advisors LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.0% in the third quarter, HoldingsChannel.com reports. The fund owned 4,950 shares of the company’s stock after... More of this article »
Leo Wealth LLC Grows Position in Palo Alto Networks, Inc. (NASDAQ:PANW)
Leo Wealth LLC increased its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 3.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,560... More of this article »
Raymond James & Associates Purchases 215,773 Shares of Schlumberger Limited (NYSE:SLB)
Raymond James & Associates grew its holdings in shares of Schlumberger Limited (NYSE:SLB – Free Report) by 24.3% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 1,105,148 shares... More of this article »
McDonald’s Co. (NYSE:MCD) Receives Consensus Rating of “Moderate Buy” from Analysts
Shares of McDonald’s Co. (NYSE:MCD – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the thirty brokerages that are presently covering the company, Marketbeat reports. Nine investment... More of this article »
Signaturefd LLC Cuts Stake in Colgate-Palmolive (NYSE:CL)
Signaturefd LLC reduced its stake in Colgate-Palmolive (NYSE:CL – Free Report) by 14.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
My Legacy Advisors LLC Has $438,000 Position in Netflix, Inc. (NASDAQ:NFLX)
My Legacy Advisors LLC lifted its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 5.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Kinder Morgan (NYSE:KMI) Given New $26.00 Price Target at Royal Bank of Canada
Kinder Morgan (NYSE:KMI – Free Report) had its target price boosted by Royal Bank of Canada from $24.00 to $26.00 in a research report released on Tuesday, Benzinga reports. Royal Bank of Canada currently has a sector perform... More of this article »
Sequoia Financial Advisors LLC Sells 742 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)
Sequoia Financial Advisors LLC cut its position in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 0.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Home Federal Bank of Tennessee Increases Stock Holdings in Johnson & Johnson (NYSE:JNJ)
Home Federal Bank of Tennessee grew its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 0.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Leo Wealth LLC Sells 468 Shares of American Electric Power Company, Inc. (NASDAQ:AEP)
Leo Wealth LLC reduced its holdings in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 10.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Eastern Bank
Eastern Bank lessened its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 7.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 35,307 shares... More of this article »
Exxon Mobil Co. (NYSE:XOM) Stock Position Lifted by Builder Investment Group Inc. ADV
Builder Investment Group Inc. ADV lifted its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.2% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
The PNC Financial Services Group, Inc. (NYSE:PNC) Shares Sold by Venture Visionary Partners LLC
Venture Visionary Partners LLC reduced its stake in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 26.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Raleigh Capital Management Inc. Has $2.19 Million Stake in Exxon Mobil Co. (NYSE:XOM)
Raleigh Capital Management Inc. trimmed its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Plimoth Trust Co. LLC Has $5.72 Million Stock Position in Exxon Mobil Co. (NYSE:XOM)
Plimoth Trust Co. LLC raised its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 11.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Exxon Mobil Co. (NYSE:XOM) is Community Financial Services Group LLC’s 4th Largest Position
Community Financial Services Group LLC raised its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.9% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 168,384 shares of the oil and gas company’s... More of this article »
DTE Energy (DTE) to Release Quarterly Earnings on Thursday
DTE Energy (NYSE:DTE – Get Free Report) will announce its earnings results before the market opens on Thursday, October 24th. Analysts expect the company to announce earnings of $1.80 per share for the quarter. DTE Energy has... More of this article »
Argus Investors Counsel Inc. Has $1.31 Million Stake in Walmart Inc. (NYSE:WMT)
Argus Investors Counsel Inc. trimmed its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 31.6% during the third quarter, Holdings Channel.com reports. The firm owned 16,264 shares of the retailer’s stock... More of this article »
Sequoia Financial Advisors LLC Grows Stake in American Express (NYSE:AXP)
Sequoia Financial Advisors LLC boosted its holdings in shares of American Express (NYSE:AXP) by 71.6% in the 3rd quarter, Holdings Channel reports. The fund owned 21,562 shares of the payment services company’s stock after acquiring... More of this article »
Calton & Associates Inc. Buys 1,125 Shares of Intel Co. (NASDAQ:INTC)
Calton & Associates Inc. lifted its stake in Intel Co. (NASDAQ:INTC – Free Report) by 14.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,702... More of this article »
Leo Wealth LLC Boosts Stock Position in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)
Leo Wealth LLC grew its stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 22.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Shell plc (NYSE:SHEL) Shares Sold by Leo Wealth LLC
Leo Wealth LLC decreased its position in shares of Shell plc (NYSE:SHEL – Free Report) by 14.3% during the 3rd quarter, HoldingsChannel reports. The fund owned 5,011 shares of the energy company’s stock after selling 836... More of this article »
Telos Capital Management Inc. Lowers Position in Johnson & Johnson (NYSE:JNJ)
Telos Capital Management Inc. cut its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Eastern Bank Purchases 20,949 Shares of International Business Machines Co. (NYSE:IBM)
Eastern Bank raised its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 1,392.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Signaturefd LLC Sells 1,167 Shares of Starbucks Co. (NASDAQ:SBUX)
Signaturefd LLC decreased its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 4.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Vicus Capital Sells 1,175 Shares of Stryker Co. (NYSE:SYK)
Vicus Capital reduced its position in Stryker Co. (NYSE:SYK – Free Report) by 67.8% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 558 shares... More of this article »
Western Financial Corp CA Has $4.37 Million Stock Position in Meta Platforms, Inc. (NASDAQ:META)
Western Financial Corp CA boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 18.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Calton & Associates Inc. Invests $201,000 in Saba Closed-End Funds ETF (BATS:CEFS)
Calton & Associates Inc. bought a new position in shares of Saba Closed-End Funds ETF (BATS:CEFS – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Leo Wealth LLC Has $678,000 Stake in Advanced Micro Devices, Inc. (NASDAQ:AMD)
Leo Wealth LLC reduced its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 13.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Eastern Bank Acquires New Shares in Blackstone Inc. (NYSE:BX)
Eastern Bank acquired a new position in Blackstone Inc. (NYSE:BX – Free Report) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 10,376 shares of the asset... More of this article »
Stratos Wealth Advisors LLC Invests $248,000 in DuPont de Nemours, Inc. (NYSE:DD)
Stratos Wealth Advisors LLC purchased a new position in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The fund purchased 2,780 shares of the basic materials company’s... More of this article »
Monolithic Power Systems (MPWR) to Release Earnings on Wednesday
Monolithic Power Systems (NASDAQ:MPWR – Get Free Report) will be releasing its earnings data after the market closes on Wednesday, October 30th. Analysts expect Monolithic Power Systems to post earnings of $3.96 per share for... More of this article »
Signaturefd LLC Lowers Stock Holdings in Automatic Data Processing, Inc. (NASDAQ:ADP)
Signaturefd LLC lessened its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 3.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned... More of this article »
Eastern Bank Purchases 39,970 Shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Eastern Bank raised its position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 761.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »