Home » Author Archive

Cascadia Advisory Services LLC Decreases Stock Holdings in Medtronic plc (NYSE:MDT)

Cascadia Advisory Services LLC Decreases Stock Holdings in Medtronic plc (NYSE:MDT)

Cascadia Advisory Services LLC reduced its stake in shares of Medtronic plc (NYSE:MDT) by 62.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm... 
Axa S.A. Reduces Stock Holdings in Chevron Co. (NYSE:CVX)

Axa S.A. Reduces Stock Holdings in Chevron Co. (NYSE:CVX)

Axa S.A. cut its holdings in shares of Chevron Co. (NYSE:CVX) by 4.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 448,067 shares of the oil and gas... 
Cascadia Advisory Services LLC Has $2.13 Million Stock Holdings in Johnson & Johnson (NYSE:JNJ)

Cascadia Advisory Services LLC Has $2.13 Million Stock Holdings in Johnson & Johnson (NYSE:JNJ)

Cascadia Advisory Services LLC lifted its stake in Johnson & Johnson (NYSE:JNJ) by 2.9% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,313 shares... 
Barings LLC Grows Stock Holdings in T-Mobile US, Inc. (NASDAQ:TMUS)

Barings LLC Grows Stock Holdings in T-Mobile US, Inc. (NASDAQ:TMUS)

Barings LLC boosted its position in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 47.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,023 shares of... 
Professional Financial Advisors LLC Purchases New Stake in Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG)

Professional Financial Advisors LLC Purchases New Stake in Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG)

Professional Financial Advisors LLC bought a new stake in Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG) during the third quarter, according to the company in its most recent 13F filing with the Securities and... 
7,585 Shares in Garmin Ltd. (NASDAQ:GRMN) Purchased by Cascadia Advisory Services LLC

7,585 Shares in Garmin Ltd. (NASDAQ:GRMN) Purchased by Cascadia Advisory Services LLC

Cascadia Advisory Services LLC bought a new position in shares of Garmin Ltd. (NASDAQ:GRMN) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... 
Axa S.A. Sells 146,559 Shares of PulteGroup, Inc. (NYSE:PHM)

Axa S.A. Sells 146,559 Shares of PulteGroup, Inc. (NYSE:PHM)

Axa S.A. reduced its position in PulteGroup, Inc. (NYSE:PHM) by 19.7% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 597,200 shares of the construction company’s... 
Axa S.A. Has $28.22 Million Holdings in Booz Allen Hamilton Holding Co. (NYSE:BAH)

Axa S.A. Has $28.22 Million Holdings in Booz Allen Hamilton Holding Co. (NYSE:BAH)

Axa S.A. lessened its holdings in shares of Booz Allen Hamilton Holding Co. (NYSE:BAH) by 4.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... 
Hewlett Packard Enterprise (NYSE:HPE) Shares Sold by Axa S.A.

Hewlett Packard Enterprise (NYSE:HPE) Shares Sold by Axa S.A.

Axa S.A. trimmed its holdings in Hewlett Packard Enterprise (NYSE:HPE) by 21.5% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor... 
Fjarde AP Fonden Fourth Swedish National Pension Fund Has $8.04 Million Position in Prudential Financial, Inc. (NYSE:PRU)

Fjarde AP Fonden Fourth Swedish National Pension Fund Has $8.04 Million Position in Prudential Financial, Inc. (NYSE:PRU)

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its stake in shares of Prudential Financial, Inc. (NYSE:PRU) by 2.4% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... 
MUFG Securities EMEA plc Has $4.96 Million Stock Position in Centene Co. (NYSE:CNC)

MUFG Securities EMEA plc Has $4.96 Million Stock Position in Centene Co. (NYSE:CNC)

MUFG Securities EMEA plc decreased its stake in shares of Centene Co. (NYSE:CNC) by 50.0% during the 3rd quarter, Holdings Channel reports. The firm owned 85,000 shares of the company’s stock after selling 85,000 shares during... 
Arrowstreet Capital Limited Partnership Purchases Shares of 567,867 Fastenal (NASDAQ:FAST)

Arrowstreet Capital Limited Partnership Purchases Shares of 567,867 Fastenal (NASDAQ:FAST)

Arrowstreet Capital Limited Partnership purchased a new stake in Fastenal (NASDAQ:FAST) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor... 
Johnson & Johnson (NYSE:JNJ) Shares Acquired by Williams Jones Wealth Management LLC.

Johnson & Johnson (NYSE:JNJ) Shares Acquired by Williams Jones Wealth Management LLC.

Williams Jones Wealth Management LLC. increased its position in shares of Johnson & Johnson (NYSE:JNJ) by 3.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 811,778 shares... 
Pathstone Family Office LLC Grows Stock Position in Johnson & Johnson (NYSE:JNJ)

Pathstone Family Office LLC Grows Stock Position in Johnson & Johnson (NYSE:JNJ)

Pathstone Family Office LLC lifted its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 2.7% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 4,252 shares of the company’s... 
Arrowstreet Capital Limited Partnership Purchases Shares of 291,578 Thor Industries, Inc. (NYSE:THO)

Arrowstreet Capital Limited Partnership Purchases Shares of 291,578 Thor Industries, Inc. (NYSE:THO)

Arrowstreet Capital Limited Partnership acquired a new stake in shares of Thor Industries, Inc. (NYSE:THO) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... 
1,466 Shares in Exelon Co. (NYSE:EXC) Acquired by Summit X LLC

1,466 Shares in Exelon Co. (NYSE:EXC) Acquired by Summit X LLC

Summit X LLC bought a new stake in shares of Exelon Co. (NYSE:EXC) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 1,466 shares of the energy giant’s stock,... 
Williams Jones Wealth Management LLC. Sells 2,500 Shares of Discovery, Inc. (NASDAQ:DISCA)

Williams Jones Wealth Management LLC. Sells 2,500 Shares of Discovery, Inc. (NASDAQ:DISCA)

Williams Jones Wealth Management LLC. cut its stake in shares of Discovery, Inc. (NASDAQ:DISCA) by 17.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
Ventas (NYSE:VTR) Lifted to Buy at Bank of America

Ventas (NYSE:VTR) Lifted to Buy at Bank of America

Ventas (NYSE:VTR) was upgraded by stock analysts at Bank of America from an “underperform” rating to a “buy” rating in a report issued on Monday, The Fly reports. A number of other research firms also recently... 
Fjarde AP Fonden Fourth Swedish National Pension Fund Cuts Stock Holdings in HP Inc. (NYSE:HPQ)

Fjarde AP Fonden Fourth Swedish National Pension Fund Cuts Stock Holdings in HP Inc. (NYSE:HPQ)

Fjarde AP Fonden Fourth Swedish National Pension Fund decreased its stake in shares of HP Inc. (NYSE:HPQ) by 0.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
Principal Financial Group, Inc. (NYSE:PFG) Position Increased by Axa S.A.

Principal Financial Group, Inc. (NYSE:PFG) Position Increased by Axa S.A.

Axa S.A. raised its position in shares of Principal Financial Group, Inc. (NYSE:PFG) by 1.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned... 
Axa S.A. Raises Holdings in The Hartford Financial Services Group, Inc. (NYSE:HIG)

Axa S.A. Raises Holdings in The Hartford Financial Services Group, Inc. (NYSE:HIG)

Axa S.A. grew its position in The Hartford Financial Services Group, Inc. (NYSE:HIG) by 87.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 840,068... 
Summit X LLC Takes $28,000 Position in Veeva Systems Inc. (NYSE:VEEV)

Summit X LLC Takes $28,000 Position in Veeva Systems Inc. (NYSE:VEEV)

Summit X LLC bought a new stake in Veeva Systems Inc. (NYSE:VEEV) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 90 shares of the technology company’s stock, valued... 
MUFG Securities EMEA plc Lowers Stake in PulteGroup, Inc. (NYSE:PHM)

MUFG Securities EMEA plc Lowers Stake in PulteGroup, Inc. (NYSE:PHM)

MUFG Securities EMEA plc lowered its position in shares of PulteGroup, Inc. (NYSE:PHM) by 51.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... 
JPMorgan Chase & Co. Increases Stake in PulteGroup, Inc. (NYSE:PHM)

JPMorgan Chase & Co. Increases Stake in PulteGroup, Inc. (NYSE:PHM)

JPMorgan Chase & Co. raised its stake in shares of PulteGroup, Inc. (NYSE:PHM) by 42.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... 
Connor Clark & Lunn Investment Management Ltd. Invests $3.34 Million in Rockwell Automation, Inc. (NYSE:ROK)

Connor Clark & Lunn Investment Management Ltd. Invests $3.34 Million in Rockwell Automation, Inc. (NYSE:ROK)

Connor Clark & Lunn Investment Management Ltd. acquired a new position in Rockwell Automation, Inc. (NYSE:ROK) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... 
Connor Clark & Lunn Investment Management Ltd. Purchases Shares of 19,199 Parker-Hannifin Co. (NYSE:PH)

Connor Clark & Lunn Investment Management Ltd. Purchases Shares of 19,199 Parker-Hannifin Co. (NYSE:PH)

Connor Clark & Lunn Investment Management Ltd. purchased a new stake in shares of Parker-Hannifin Co. (NYSE:PH) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange... 
Axa S.A. Lowers Stake in CME Group Inc. (NASDAQ:CME)

Axa S.A. Lowers Stake in CME Group Inc. (NASDAQ:CME)

Axa S.A. cut its position in shares of CME Group Inc. (NASDAQ:CME) by 30.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... 
iShares Gold Trust (NYSEARCA:IAU) Holdings Decreased by Northstar Investment Advisors LLC

iShares Gold Trust (NYSEARCA:IAU) Holdings Decreased by Northstar Investment Advisors LLC

Northstar Investment Advisors LLC cut its position in shares of iShares Gold Trust (NYSEARCA:IAU) by 14.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... 
Ulta Beauty, Inc. (NASDAQ:ULTA) Shares Purchased by Arrowstreet Capital Limited Partnership

Ulta Beauty, Inc. (NASDAQ:ULTA) Shares Purchased by Arrowstreet Capital Limited Partnership

Arrowstreet Capital Limited Partnership boosted its stake in Ulta Beauty, Inc. (NASDAQ:ULTA) by 65.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 135,340 shares of the specialty retailer’s... 
Employees Retirement System of Texas Sells 2,000 Shares of Ulta Beauty, Inc. (NASDAQ:ULTA)

Employees Retirement System of Texas Sells 2,000 Shares of Ulta Beauty, Inc. (NASDAQ:ULTA)

Employees Retirement System of Texas trimmed its stake in Ulta Beauty, Inc. (NASDAQ:ULTA) by 25.6% in the 3rd quarter, HoldingsChannel reports. The fund owned 5,816 shares of the specialty retailer’s stock after selling 2,000... 
Church & Dwight Co., Inc. (NYSE:CHD) Shares Sold by AlphaCrest Capital Management LLC

Church & Dwight Co., Inc. (NYSE:CHD) Shares Sold by AlphaCrest Capital Management LLC

AlphaCrest Capital Management LLC lowered its position in Church & Dwight Co., Inc. (NYSE:CHD) by 11.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 8,681 shares of... 
Kestra Advisory Services LLC Takes $1.40 Million Position in PulteGroup, Inc. (NYSE:PHM)

Kestra Advisory Services LLC Takes $1.40 Million Position in PulteGroup, Inc. (NYSE:PHM)

Kestra Advisory Services LLC bought a new stake in shares of PulteGroup, Inc. (NYSE:PHM) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought... 
Ulta Beauty, Inc. (NASDAQ:ULTA) Shares Purchased by Arrowstreet Capital Limited Partnership

Ulta Beauty, Inc. (NASDAQ:ULTA) Shares Purchased by Arrowstreet Capital Limited Partnership

Arrowstreet Capital Limited Partnership boosted its stake in Ulta Beauty, Inc. (NASDAQ:ULTA) by 65.9% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 135,340 shares of the specialty retailer’s... 
Natixis Makes New Investment in LivePerson, Inc. (NASDAQ:LPSN)

Natixis Makes New Investment in LivePerson, Inc. (NASDAQ:LPSN)

Natixis acquired a new position in LivePerson, Inc. (NASDAQ:LPSN) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 76,000 shares... 
Great West Life Assurance Co. Can Raises Stake in Ryanair Holdings plc (NASDAQ:RYAAY)

Great West Life Assurance Co. Can Raises Stake in Ryanair Holdings plc (NASDAQ:RYAAY)

Great West Life Assurance Co. Can lifted its position in shares of Ryanair Holdings plc (NASDAQ:RYAAY) by 17.8% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 1,103,165 shares of the transportation... 
Great West Life Assurance Co. Can Purchases 117,587 Shares of AmerisourceBergen Co. (NYSE:ABC)

Great West Life Assurance Co. Can Purchases 117,587 Shares of AmerisourceBergen Co. (NYSE:ABC)

Great West Life Assurance Co. Can increased its stake in AmerisourceBergen Co. (NYSE:ABC) by 15.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 899,855 shares... 
Great West Life Assurance Co. Can Raises Stake in Philip Morris International Inc. (NYSE:PM)

Great West Life Assurance Co. Can Raises Stake in Philip Morris International Inc. (NYSE:PM)

Great West Life Assurance Co. Can lifted its position in shares of Philip Morris International Inc. (NYSE:PM) by 250.0% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 3,955,118 shares of... 
Professional Financial Advisors LLC Takes $29,000 Position in Energy Transfer LP (NYSE:ET)

Professional Financial Advisors LLC Takes $29,000 Position in Energy Transfer LP (NYSE:ET)

Professional Financial Advisors LLC purchased a new stake in shares of Energy Transfer LP (NYSE:ET) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased... 
Barings LLC Has $1.62 Million Stake in Eaton Co. plc (NYSE:ETN)

Barings LLC Has $1.62 Million Stake in Eaton Co. plc (NYSE:ETN)

Barings LLC decreased its holdings in Eaton Co. plc (NYSE:ETN) by 1.3% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 15,868 shares of the industrial products... 
Seeyond Buys 15 Shares of The Trade Desk, Inc. (NASDAQ:TTD)

Seeyond Buys 15 Shares of The Trade Desk, Inc. (NASDAQ:TTD)

Seeyond lifted its holdings in shares of The Trade Desk, Inc. (NASDAQ:TTD) by 1.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... 
Champlain Investment Partners LLC Invests $16.42 Million in RBC Bearings Incorporated (NASDAQ:ROLL)

Champlain Investment Partners LLC Invests $16.42 Million in RBC Bearings Incorporated (NASDAQ:ROLL)

Champlain Investment Partners LLC purchased a new position in shares of RBC Bearings Incorporated (NASDAQ:ROLL) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... 
Cascadia Advisory Services LLC Sells 4,509 Shares of Masco Co. (NYSE:MAS)

Cascadia Advisory Services LLC Sells 4,509 Shares of Masco Co. (NYSE:MAS)

Cascadia Advisory Services LLC reduced its holdings in Masco Co. (NYSE:MAS) by 32.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned... 
Omnicom Group Inc. (NYSE:OMC) Shares Sold by Axa S.A.

Omnicom Group Inc. (NYSE:OMC) Shares Sold by Axa S.A.

Axa S.A. lessened its position in Omnicom Group Inc. (NYSE:OMC) by 0.6% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 619,400 shares... 
Canadian National Railway (NYSE:CNI) Stake Boosted by Axa S.A.

Canadian National Railway (NYSE:CNI) Stake Boosted by Axa S.A.

Axa S.A. raised its holdings in shares of Canadian National Railway (NYSE:CNI) (TSE:CNR) by 20.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... 
Handelsbanken Fonder AB Increases Stake in Cree, Inc. (NASDAQ:CREE)

Handelsbanken Fonder AB Increases Stake in Cree, Inc. (NASDAQ:CREE)

Handelsbanken Fonder AB lifted its stake in shares of Cree, Inc. (NASDAQ:CREE) by 63.9% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 242,404 shares of the LED producer’s stock after... 
Fjarde AP Fonden Fourth Swedish National Pension Fund Acquires 22,200 Shares of Schlumberger Limited (NYSE:SLB)

Fjarde AP Fonden Fourth Swedish National Pension Fund Acquires 22,200 Shares of Schlumberger Limited (NYSE:SLB)

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its position in shares of Schlumberger Limited (NYSE:SLB) by 4.4% in the third quarter, HoldingsChannel reports. The fund owned 528,108 shares of the oil and gas company’s... 
Fjarde AP Fonden Fourth Swedish National Pension Fund Has $8.77 Million Holdings in Zimmer Biomet Holdings, Inc. (NYSE:ZBH)

Fjarde AP Fonden Fourth Swedish National Pension Fund Has $8.77 Million Holdings in Zimmer Biomet Holdings, Inc. (NYSE:ZBH)

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its position in shares of Zimmer Biomet Holdings, Inc. (NYSE:ZBH) by 4.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange... 
Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 6,000 Shares of Aptiv PLC (NYSE:APTV)

Fjarde AP Fonden Fourth Swedish National Pension Fund Sells 6,000 Shares of Aptiv PLC (NYSE:APTV)

Fjarde AP Fonden Fourth Swedish National Pension Fund cut its position in Aptiv PLC (NYSE:APTV) by 5.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... 
The Clorox Company (NYSE:CLX) Shares Acquired by Fjarde AP Fonden Fourth Swedish National Pension Fund

The Clorox Company (NYSE:CLX) Shares Acquired by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its position in shares of The Clorox Company (NYSE:CLX) by 4.2% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The... 
VanEck Vectors Gold Miners ETF (NYSEARCA:GDX) Shares Sold by Williams Jones Wealth Management LLC.

VanEck Vectors Gold Miners ETF (NYSEARCA:GDX) Shares Sold by Williams Jones Wealth Management LLC.

Williams Jones Wealth Management LLC. lessened its stake in VanEck Vectors Gold Miners ETF (NYSEARCA:GDX) by 40.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor...