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Image for Northeast Financial Consultants Inc Grows Stock Holdings in Martin Marietta Materials, Inc. (NYSE:MLM)

Northeast Financial Consultants Inc Grows Stock Holdings in Martin Marietta Materials, Inc. (NYSE:MLM)

Northeast Financial Consultants Inc increased its stake in shares of Martin Marietta Materials, Inc. (NYSE:MLM – Get Rating) by 5.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 5,894... More of this article »
Image for Cardinal Capital Management LLC CT Has $96.09 Million Stock Holdings in PacWest Bancorp (NASDAQ:PACW)

Cardinal Capital Management LLC CT Has $96.09 Million Stock Holdings in PacWest Bancorp (NASDAQ:PACW)

Cardinal Capital Management LLC CT reduced its holdings in shares of PacWest Bancorp (NASDAQ:PACW – Get Rating) by 3.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Oxler Private Wealth LLC Invests $1.91 Million in Alliant Energy Co. (NASDAQ:LNT)

Oxler Private Wealth LLC Invests $1.91 Million in Alliant Energy Co. (NASDAQ:LNT)

Oxler Private Wealth LLC acquired a new position in shares of Alliant Energy Co. (NASDAQ:LNT – Get Rating) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 34,598 shares of the... More of this article »
Image for Vanguard Energy ETF (NYSEARCA:VDE) Position Increased by Roundview Capital LLC

Vanguard Energy ETF (NYSEARCA:VDE) Position Increased by Roundview Capital LLC

Roundview Capital LLC raised its position in shares of Vanguard Energy ETF (NYSEARCA:VDE – Get Rating) by 2.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... More of this article »
Image for JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Edgar Lomax Co. VA

JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Edgar Lomax Co. VA

Edgar Lomax Co. VA cut its stake in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 0.9% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 60,280 shares... More of this article »
Image for Fundamental Research Reiterates C$134.43 Price Target for Royal Bank of Canada (TSE:RY)

Fundamental Research Reiterates C$134.43 Price Target for Royal Bank of Canada (TSE:RY)

Royal Bank of Canada (TSE:RY – Get Rating) (NYSE:RY) has been assigned a C$134.43 price objective by analysts at Fundamental Research in a note issued to investors on Tuesday, BayStreet.CA reports. The firm presently has a “buy”... More of this article »
Image for iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) Position Lifted by Rinkey Investments

iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO) Position Lifted by Rinkey Investments

Rinkey Investments raised its position in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Get Rating) by 127.1% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 617,475 shares of... More of this article »
Image for Public Employees Retirement Association of Colorado Reduces Stock Position in Exxon Mobil Co. (NYSE:XOM)

Public Employees Retirement Association of Colorado Reduces Stock Position in Exxon Mobil Co. (NYSE:XOM)

Public Employees Retirement Association of Colorado trimmed its holdings in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 1.8% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for 2,682 Shares in Stryker Co. (NYSE:SYK) Purchased by Rinkey Investments

2,682 Shares in Stryker Co. (NYSE:SYK) Purchased by Rinkey Investments

Rinkey Investments bought a new stake in Stryker Co. (NYSE:SYK – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 2,682 shares of the medical... More of this article »
Image for Nikko Asset Management Americas Inc. Has $139.74 Million Stock Position in Trimble Inc. (NASDAQ:TRMB)

Nikko Asset Management Americas Inc. Has $139.74 Million Stock Position in Trimble Inc. (NASDAQ:TRMB)

Nikko Asset Management Americas Inc. lowered its holdings in shares of Trimble Inc. (NASDAQ:TRMB – Get Rating) by 4.0% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor ... More of this article »
Image for Nikko Asset Management Americas Inc. Acquires 48,963 Shares of Teradyne, Inc. (NASDAQ:TER)

Nikko Asset Management Americas Inc. Acquires 48,963 Shares of Teradyne, Inc. (NASDAQ:TER)

Nikko Asset Management Americas Inc. grew its position in shares of Teradyne, Inc. (NASDAQ:TER – Get Rating) by 6.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 836,606 shares... More of this article »
Image for Invitae Co. (NYSE:NVTA) Shares Sold by Nikko Asset Management Americas Inc.

Invitae Co. (NYSE:NVTA) Shares Sold by Nikko Asset Management Americas Inc.

Nikko Asset Management Americas Inc. decreased its position in shares of Invitae Co. (NYSE:NVTA – Get Rating) by 0.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Nikko Asset Management Americas Inc. Acquires 452,750 Shares of Verve Therapeutics, Inc. (NASDAQ:VERV)

Nikko Asset Management Americas Inc. Acquires 452,750 Shares of Verve Therapeutics, Inc. (NASDAQ:VERV)

Nikko Asset Management Americas Inc. boosted its stake in shares of Verve Therapeutics, Inc. (NASDAQ:VERV – Get Rating) by 58.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,228,447... More of this article »
Image for SPDR Portfolio TIPS ETF (NYSEARCA:SPIP) Holdings Lowered by Rinkey Investments

SPDR Portfolio TIPS ETF (NYSEARCA:SPIP) Holdings Lowered by Rinkey Investments

Rinkey Investments lowered its holdings in shares of SPDR Portfolio TIPS ETF (NYSEARCA:SPIP – Get Rating) by 2.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Core Wealth Partners LLC Acquires Shares of 7,376 Arch Capital Group Ltd. (NASDAQ:ACGL)

Core Wealth Partners LLC Acquires Shares of 7,376 Arch Capital Group Ltd. (NASDAQ:ACGL)

Core Wealth Partners LLC acquired a new stake in shares of Arch Capital Group Ltd. (NASDAQ:ACGL – Get Rating) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for SVB Financial Group (NASDAQ:SIVBQ) & Isabella Bank (OTCMKTS:ISBA) Head to Head Comparison

SVB Financial Group (NASDAQ:SIVBQ) & Isabella Bank (OTCMKTS:ISBA) Head to Head Comparison

SVB Financial Group (NASDAQ:SIVBQ – Get Rating) and Isabella Bank (OTCMKTS:ISBA – Get Rating) are both small-cap finance companies, but which is the better business? We will contrast the two companies based on the strength... More of this article »
Image for Stock Analysts’ Price Target Changes for June 6th (AAPL, ADBE, AGIL, AMD, AMED, AMTX, AVDX, BLPH, BYG, CLNE)

Stock Analysts’ Price Target Changes for June 6th (AAPL, ADBE, AGIL, AMD, AMED, AMTX, AVDX, BLPH, BYG, CLNE)

Stock Analysts’ price target changes for Tuesday, June 6th: Apple (NASDAQ:AAPL) had its price target increased by Wells Fargo & Company from $185.00 to $210.00. Apple (NASDAQ:AAPL) had its target price increased by Credit... More of this article »
Image for 958 Shares in Laboratory Co. of America Holdings (NYSE:LH) Purchased by SSI Investment Management LLC

958 Shares in Laboratory Co. of America Holdings (NYSE:LH) Purchased by SSI Investment Management LLC

SSI Investment Management LLC acquired a new position in Laboratory Co. of America Holdings (NYSE:LH – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired... More of this article »
Image for Bokf Na Cuts Holdings in Colgate-Palmolive (NYSE:CL)

Bokf Na Cuts Holdings in Colgate-Palmolive (NYSE:CL)

Bokf Na cut its position in shares of Colgate-Palmolive (NYSE:CL – Get Rating) by 4.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 100,335 shares of the company’s... More of this article »
Image for Polen Capital Management LLC Lowers Holdings in Goosehead Insurance, Inc (NASDAQ:GSHD)

Polen Capital Management LLC Lowers Holdings in Goosehead Insurance, Inc (NASDAQ:GSHD)

Polen Capital Management LLC decreased its holdings in Goosehead Insurance, Inc (NASDAQ:GSHD – Get Rating) by 6.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Epoch Investment Partners Inc. Lowers Stock Position in Salesforce, Inc. (NYSE:CRM)

Epoch Investment Partners Inc. Lowers Stock Position in Salesforce, Inc. (NYSE:CRM)

Epoch Investment Partners Inc. reduced its holdings in shares of Salesforce, Inc. (NYSE:CRM – Get Rating) by 18.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for YETI Holdings, Inc. (NYSE:YETI) Shares Sold by Polen Capital Management LLC

YETI Holdings, Inc. (NYSE:YETI) Shares Sold by Polen Capital Management LLC

Polen Capital Management LLC lowered its position in YETI Holdings, Inc. (NYSE:YETI – Get Rating) by 25.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Epoch Investment Partners Inc. Sells 12,092 Shares of Air Products and Chemicals, Inc. (NYSE:APD)

Epoch Investment Partners Inc. Sells 12,092 Shares of Air Products and Chemicals, Inc. (NYSE:APD)

Epoch Investment Partners Inc. cut its stake in Air Products and Chemicals, Inc. (NYSE:APD – Get Rating) by 3.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Epoch Investment Partners Inc. Has $136.04 Million Holdings in Cummins Inc. (NYSE:CMI)

Epoch Investment Partners Inc. Has $136.04 Million Holdings in Cummins Inc. (NYSE:CMI)

Epoch Investment Partners Inc. cut its holdings in shares of Cummins Inc. (NYSE:CMI – Get Rating) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for CIBC Asset Management Inc Sells 15,932 Shares of T-Mobile US, Inc. (NASDAQ:TMUS)

CIBC Asset Management Inc Sells 15,932 Shares of T-Mobile US, Inc. (NASDAQ:TMUS)

CIBC Asset Management Inc reduced its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Get Rating) by 5.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Bokf Na Reduces Holdings in Bristol-Myers Squibb (NYSE:BMY)

Bokf Na Reduces Holdings in Bristol-Myers Squibb (NYSE:BMY)

Bokf Na trimmed its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 1.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Freestone Capital Holdings LLC Purchases 2,859 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Freestone Capital Holdings LLC Purchases 2,859 Shares of iShares Russell 2000 ETF (NYSEARCA:IWM)

Freestone Capital Holdings LLC increased its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Get Rating) by 16.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Freestone Capital Holdings LLC Sells 250 Shares of Norfolk Southern Co. (NYSE:NSC)

Freestone Capital Holdings LLC Sells 250 Shares of Norfolk Southern Co. (NYSE:NSC)

Freestone Capital Holdings LLC cut its stake in shares of Norfolk Southern Co. (NYSE:NSC – Get Rating) by 3.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Teton Advisors Inc. Takes Position in QuidelOrtho Co. (NASDAQ:QDEL)

Teton Advisors Inc. Takes Position in QuidelOrtho Co. (NASDAQ:QDEL)

Teton Advisors Inc. bought a new stake in QuidelOrtho Co. (NASDAQ:QDEL – Get Rating) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought... More of this article »
Image for Baird Financial Group Inc. Grows Position in SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB)

Baird Financial Group Inc. Grows Position in SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB)

Baird Financial Group Inc. raised its position in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Get Rating) by 8.4% in the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for Magellan Asset Management Ltd Has $665.42 Million Stock Holdings in Visa Inc. (NYSE:V)

Magellan Asset Management Ltd Has $665.42 Million Stock Holdings in Visa Inc. (NYSE:V)

Magellan Asset Management Ltd reduced its holdings in shares of Visa Inc. (NYSE:V – Get Rating) by 41.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for BHZ Capital Management LP Trims Stake in Lakeland Bancorp, Inc. (NASDAQ:LBAI)

BHZ Capital Management LP Trims Stake in Lakeland Bancorp, Inc. (NASDAQ:LBAI)

BHZ Capital Management LP cut its position in shares of Lakeland Bancorp, Inc. (NASDAQ:LBAI – Get Rating) by 2.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Financial Institutions, Inc. (NASDAQ:FISI) Shares Sold by BHZ Capital Management LP

Financial Institutions, Inc. (NASDAQ:FISI) Shares Sold by BHZ Capital Management LP

BHZ Capital Management LP reduced its stake in Financial Institutions, Inc. (NASDAQ:FISI – Get Rating) by 9.2% during the 4th quarter, HoldingsChannel.com reports. The fund owned 158,651 shares of the bank’s stock after... More of this article »
Image for Thematics Asset Management Purchases Shares of 132,178 Nasdaq, Inc. (NASDAQ:NDAQ)

Thematics Asset Management Purchases Shares of 132,178 Nasdaq, Inc. (NASDAQ:NDAQ)

Thematics Asset Management acquired a new stake in shares of Nasdaq, Inc. (NASDAQ:NDAQ – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 132,178 shares of the... More of this article »
Image for Kingsview Wealth Management LLC Purchases 15,272 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

Kingsview Wealth Management LLC Purchases 15,272 Shares of Jefferies Financial Group Inc. (NYSE:JEF)

Kingsview Wealth Management LLC grew its stake in shares of Jefferies Financial Group Inc. (NYSE:JEF – Get Rating) by 17.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) Shares Acquired by Wealthcare Advisory Partners LLC

Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP) Shares Acquired by Wealthcare Advisory Partners LLC

Wealthcare Advisory Partners LLC grew its position in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Get Rating) by 33.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for Freestone Capital Holdings LLC Boosts Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Freestone Capital Holdings LLC Boosts Holdings in Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB)

Freestone Capital Holdings LLC grew its position in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Get Rating) by 70.6% during the fourth quarter, HoldingsChannel reports. The firm owned 46,169 shares of the company’s... More of this article »
Image for Pointe Capital Management LLC Acquires New Holdings in FedEx Co. (NYSE:FDX)

Pointe Capital Management LLC Acquires New Holdings in FedEx Co. (NYSE:FDX)

Pointe Capital Management LLC purchased a new position in FedEx Co. (NYSE:FDX – Get Rating) during the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 1,212 shares of the shipping service... More of this article »
Image for MSC Industrial Direct Co., Inc. (NYSE:MSM) Position Trimmed by Bokf Na

MSC Industrial Direct Co., Inc. (NYSE:MSM) Position Trimmed by Bokf Na

Bokf Na trimmed its holdings in shares of MSC Industrial Direct Co., Inc. (NYSE:MSM – Get Rating) by 9.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 104,978... More of this article »
Image for Bokf Na Has $9.18 Million Holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Bokf Na Has $9.18 Million Holdings in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS)

Bokf Na increased its stake in iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Get Rating) by 2.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Panagora Asset Management Inc. Buys 4,982 Shares of Kellogg (NYSE:K)

Panagora Asset Management Inc. Buys 4,982 Shares of Kellogg (NYSE:K)

Panagora Asset Management Inc. raised its stake in shares of Kellogg (NYSE:K – Get Rating) by 1.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 520,328 shares of the company’s... More of this article »
Image for FirstEnergy Corp. (NYSE:FE) Shares Sold by Bokf Na

FirstEnergy Corp. (NYSE:FE) Shares Sold by Bokf Na

Bokf Na cut its holdings in shares of FirstEnergy Corp. (NYSE:FE – Get Rating) by 8.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 306,032... More of this article »
Image for Natixis Buys 490,166 Shares of U.S. Bancorp (NYSE:USB)

Natixis Buys 490,166 Shares of U.S. Bancorp (NYSE:USB)

Natixis grew its stake in U.S. Bancorp (NYSE:USB – Get Rating) by 585.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned... More of this article »
Image for KORE Group Holdings, Inc. (NYSE:KORE) CEO Buys $15,000.00 in Stock

KORE Group Holdings, Inc. (NYSE:KORE) CEO Buys $15,000.00 in Stock

KORE Group Holdings, Inc. (NYSE:KORE – Get Rating) CEO Romil Bahl acquired 10,000 shares of the firm’s stock in a transaction on Thursday, June 1st. The shares were bought at an average cost of $1.50 per share, with a total... More of this article »
Image for Hibbett, Inc. (NASDAQ:HIBB) SVP David Mitchell Benck Buys 2,000 Shares

Hibbett, Inc. (NASDAQ:HIBB) SVP David Mitchell Benck Buys 2,000 Shares

Hibbett, Inc. (NASDAQ:HIBB – Get Rating) SVP David Mitchell Benck bought 2,000 shares of Hibbett stock in a transaction on Friday, June 2nd. The shares were purchased at an average cost of $36.09 per share, with a total value... More of this article »
Image for Thematics Asset Management Takes Position in Merck & Co., Inc. (NYSE:MRK)

Thematics Asset Management Takes Position in Merck & Co., Inc. (NYSE:MRK)

Thematics Asset Management purchased a new stake in Merck & Co., Inc. (NYSE:MRK – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased... More of this article »
Image for 122,812 Shares in Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Purchased by Thematics Asset Management

122,812 Shares in Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Purchased by Thematics Asset Management

Thematics Asset Management purchased a new position in Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Automatic Data Processing, Inc. (NASDAQ:ADP) Stock Holdings Cut by Bessemer Group Inc.

Automatic Data Processing, Inc. (NASDAQ:ADP) Stock Holdings Cut by Bessemer Group Inc.

Bessemer Group Inc. lessened its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Get Rating) by 10.9% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 484,746 shares of... More of this article »
Image for Thematics Asset Management Acquires New Stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX)

Thematics Asset Management Acquires New Stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX)

Thematics Asset Management purchased a new position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Bessemer Group Inc. Boosts Stock Position in Agilent Technologies, Inc. (NYSE:A)

Bessemer Group Inc. Boosts Stock Position in Agilent Technologies, Inc. (NYSE:A)

Bessemer Group Inc. lifted its position in Agilent Technologies, Inc. (NYSE:A – Get Rating) by 0.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »