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Sontag Advisory LLC Boosts Stake in Bank of America Corp (NYSE:BAC)

Sontag Advisory LLC Boosts Stake in Bank of America Corp (NYSE:BAC)

Sontag Advisory LLC increased its position in Bank of America Corp (NYSE:BAC) by 293.5% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 116,647 shares of the financial services provider’s... 
Emerald Investment Partners LLC Takes $200,000 Position in Home Depot Inc (NYSE:HD)

Emerald Investment Partners LLC Takes $200,000 Position in Home Depot Inc (NYSE:HD)

Emerald Investment Partners LLC bought a new stake in shares of Home Depot Inc (NYSE:HD) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought... 
Elmwood Wealth Management Inc. Buys Shares of 675 American Express (NYSE:AXP)

Elmwood Wealth Management Inc. Buys Shares of 675 American Express (NYSE:AXP)

Elmwood Wealth Management Inc. bought a new stake in shares of American Express (NYSE:AXP) in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought... 
Elmwood Wealth Management Inc. Takes $59,000 Position in Oracle Co. (NYSE:ORCL)

Elmwood Wealth Management Inc. Takes $59,000 Position in Oracle Co. (NYSE:ORCL)

Elmwood Wealth Management Inc. bought a new stake in Oracle Co. (NYSE:ORCL) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... 
Moors & Cabot Inc. Sells 1,034 Shares of Mcdonald’s Corp (NYSE:MCD)

Moors & Cabot Inc. Sells 1,034 Shares of Mcdonald’s Corp (NYSE:MCD)

Moors & Cabot Inc. trimmed its stake in Mcdonald’s Corp (NYSE:MCD) by 9.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,508... 
Sontag Advisory LLC Increases Holdings in Costco Wholesale Co. (NASDAQ:COST)

Sontag Advisory LLC Increases Holdings in Costco Wholesale Co. (NASDAQ:COST)

Sontag Advisory LLC grew its holdings in shares of Costco Wholesale Co. (NASDAQ:COST) by 357.4% in the first quarter, Holdings Channel reports. The institutional investor owned 9,513 shares of the retailer’s stock after purchasing... 
Sontag Advisory LLC Purchases 3,261 Shares of BlackRock, Inc. (NYSE:BLK)

Sontag Advisory LLC Purchases 3,261 Shares of BlackRock, Inc. (NYSE:BLK)

Sontag Advisory LLC lifted its stake in shares of BlackRock, Inc. (NYSE:BLK) by 693.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,731 shares of the... 
Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Acquired by Sontag Advisory LLC

Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Acquired by Sontag Advisory LLC

Sontag Advisory LLC grew its position in Thermo Fisher Scientific Inc. (NYSE:TMO) by 311.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... 
Elmwood Wealth Management Inc. Purchases 1,036 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Elmwood Wealth Management Inc. Purchases 1,036 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Elmwood Wealth Management Inc. grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 8.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,016 shares... 
Wesbanco Bank Inc. Buys 10,203 Shares of Philip Morris International Inc. (NYSE:PM)

Wesbanco Bank Inc. Buys 10,203 Shares of Philip Morris International Inc. (NYSE:PM)

Wesbanco Bank Inc. boosted its holdings in Philip Morris International Inc. (NYSE:PM) by 33.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... 
Princeton Portfolio Strategies Group LLC Buys 167 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Princeton Portfolio Strategies Group LLC Buys 167 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Princeton Portfolio Strategies Group LLC lifted its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.2% in the first quarter, according to its most recent filing with the SEC. The fund owned 67,532 shares of the financial... 
Sontag Advisory LLC Grows Position in Gilead Sciences, Inc. (NASDAQ:GILD)

Sontag Advisory LLC Grows Position in Gilead Sciences, Inc. (NASDAQ:GILD)

Sontag Advisory LLC lifted its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 237.4% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 17,971... 
Moors & Cabot Inc. Sells 18,132 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Moors & Cabot Inc. Sells 18,132 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Moors & Cabot Inc. trimmed its stake in JPMorgan Chase & Co. (NYSE:JPM) by 17.3% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 86,381 shares of... 
Union Pacific Co. (NYSE:UNP) Shares Sold by Wesbanco Bank Inc.

Union Pacific Co. (NYSE:UNP) Shares Sold by Wesbanco Bank Inc.

Wesbanco Bank Inc. lessened its position in shares of Union Pacific Co. (NYSE:UNP) by 1.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 33,207 shares of the... 
Thomas White International Ltd. Boosts Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Thomas White International Ltd. Boosts Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Thomas White International Ltd. grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 26.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... 
JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Cidel Asset Management Inc.

JPMorgan Chase & Co. (NYSE:JPM) Shares Sold by Cidel Asset Management Inc.

Cidel Asset Management Inc. trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 22.8% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... 
Atlanta Capital Management Co. L L C Makes New $39.70 Million Investment in AMETEK, Inc. (NYSE:AME)

Atlanta Capital Management Co. L L C Makes New $39.70 Million Investment in AMETEK, Inc. (NYSE:AME)

Atlanta Capital Management Co. L L C purchased a new stake in AMETEK, Inc. (NYSE:AME) in the first quarter, according to its most recent filing with the SEC. The fund purchased 551,239 shares of the technology company’s stock,... 
Moors & Cabot Inc. Has $1.87 Million Stock Position in Corning Incorporated (NYSE:GLW)

Moors & Cabot Inc. Has $1.87 Million Stock Position in Corning Incorporated (NYSE:GLW)

Moors & Cabot Inc. lowered its position in shares of Corning Incorporated (NYSE:GLW) by 1.8% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor... 
Moors & Cabot Inc. Sells 2,457 Shares of Paypal Holdings Inc (NASDAQ:PYPL)

Moors & Cabot Inc. Sells 2,457 Shares of Paypal Holdings Inc (NASDAQ:PYPL)

Moors & Cabot Inc. reduced its holdings in shares of Paypal Holdings Inc (NASDAQ:PYPL) by 16.1% in the first quarter, according to its most recent filing with the SEC. The fund owned 12,823 shares of the credit services provider’s... 
Sontag Advisory LLC Has $1.54 Million Stake in Mondelez International Inc (NASDAQ:MDLZ)

Sontag Advisory LLC Has $1.54 Million Stake in Mondelez International Inc (NASDAQ:MDLZ)

Sontag Advisory LLC boosted its holdings in Mondelez International Inc (NASDAQ:MDLZ) by 91.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned... 
Wesbanco Bank Inc. Has $2.65 Million Position in Church & Dwight Co., Inc. (NYSE:CHD)

Wesbanco Bank Inc. Has $2.65 Million Position in Church & Dwight Co., Inc. (NYSE:CHD)

Wesbanco Bank Inc. reduced its stake in Church & Dwight Co., Inc. (NYSE:CHD) by 3.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... 
JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by Sontag Advisory LLC

JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by Sontag Advisory LLC

Sontag Advisory LLC grew its position in JPMorgan Chase & Co. (NYSE:JPM) by 397.8% during the first quarter, Holdings Channel reports. The firm owned 62,749 shares of the financial services provider’s stock after acquiring... 
Terril Brothers Inc. Buys 490 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Terril Brothers Inc. Buys 490 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Terril Brothers Inc. lifted its stake in JPMorgan Chase & Co. (NYSE:JPM) by 1.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,991 shares... 
Invesco QQQ Trust (NASDAQ:QQQ) Holdings Boosted by Emerald Investment Partners LLC

Invesco QQQ Trust (NASDAQ:QQQ) Holdings Boosted by Emerald Investment Partners LLC

Emerald Investment Partners LLC boosted its position in shares of Invesco QQQ Trust (NASDAQ:QQQ) by 40.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,388... 
Novartis AG (NYSE:NVS) Shares Acquired by Sontag Advisory LLC

Novartis AG (NYSE:NVS) Shares Acquired by Sontag Advisory LLC

Sontag Advisory LLC lifted its holdings in shares of Novartis AG (NYSE:NVS) by 500.2% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,020 shares of the... 
Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Sold by Sowell Financial Services LLC

Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Sold by Sowell Financial Services LLC

Sowell Financial Services LLC lessened its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 23.4% in the first quarter, Holdings Channel reports. The firm owned 14,239 shares of the semiconductor manufacturer’s... 
Systematic Financial Management LP Boosts Position in JPMorgan Chase & Co. (NYSE:JPM)

Systematic Financial Management LP Boosts Position in JPMorgan Chase & Co. (NYSE:JPM)

Systematic Financial Management LP increased its stake in JPMorgan Chase & Co. (NYSE:JPM) by 10.5% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 6,075 shares of the financial services provider’s... 
Advanced Micro Devices, Inc. (NASDAQ:AMD) Stake Lowered by Moors & Cabot Inc.

Advanced Micro Devices, Inc. (NASDAQ:AMD) Stake Lowered by Moors & Cabot Inc.

Moors & Cabot Inc. cut its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) by 53.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,397... 
Emerald Investment Partners LLC Acquires 1,476 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Emerald Investment Partners LLC Acquires 1,476 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Emerald Investment Partners LLC lifted its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 76.4% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 3,409 shares of the financial... 
Marathon Petroleum Corp (NYSE:MPC) Shares Purchased by Flagship Harbor Advisors LLC

Marathon Petroleum Corp (NYSE:MPC) Shares Purchased by Flagship Harbor Advisors LLC

Flagship Harbor Advisors LLC grew its position in Marathon Petroleum Corp (NYSE:MPC) by 345.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 7,869 shares of the oil and gas... 
Atlanta Capital Management Co. L L C Lowers Holdings in ANSYS, Inc. (NASDAQ:ANSS)

Atlanta Capital Management Co. L L C Lowers Holdings in ANSYS, Inc. (NASDAQ:ANSS)

Atlanta Capital Management Co. L L C reduced its holdings in shares of ANSYS, Inc. (NASDAQ:ANSS) by 4.5% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... 
768 Shares in Agilent Technologies Inc (NYSE:A) Acquired by Elmwood Wealth Management Inc.

768 Shares in Agilent Technologies Inc (NYSE:A) Acquired by Elmwood Wealth Management Inc.

Elmwood Wealth Management Inc. bought a new position in Agilent Technologies Inc (NYSE:A) in the first quarter, according to its most recent filing with the SEC. The firm bought 768 shares of the medical research company’s stock,... 
Van ECK Associates Corp Has $36.65 Million Holdings in CSX Co. (NASDAQ:CSX)

Van ECK Associates Corp Has $36.65 Million Holdings in CSX Co. (NASDAQ:CSX)

Van ECK Associates Corp raised its stake in CSX Co. (NASDAQ:CSX) by 0.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 639,575 shares of... 
Moors & Cabot Inc. Purchases 800 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

Moors & Cabot Inc. Purchases 800 Shares of Gilead Sciences, Inc. (NASDAQ:GILD)

Moors & Cabot Inc. increased its position in Gilead Sciences, Inc. (NASDAQ:GILD) by 3.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,656 shares... 
3,344 Shares in Hewlett Packard Enterprise Co (NYSE:HPE) Purchased by Elmwood Wealth Management Inc.

3,344 Shares in Hewlett Packard Enterprise Co (NYSE:HPE) Purchased by Elmwood Wealth Management Inc.

Elmwood Wealth Management Inc. acquired a new position in shares of Hewlett Packard Enterprise Co (NYSE:HPE) in the first quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,344 shares of... 
Atlanta Capital Management Co. L L C Raises Stock Position in Laboratory Corp. of America Holdings (NYSE:LH)

Atlanta Capital Management Co. L L C Raises Stock Position in Laboratory Corp. of America Holdings (NYSE:LH)

Atlanta Capital Management Co. L L C grew its holdings in shares of Laboratory Corp. of America Holdings (NYSE:LH) by 9.3% during the first quarter, Holdings Channel reports. The firm owned 416,104 shares of the medical research company’s... 
Eqis Capital Management Inc. Cuts Stake in American Electric Power Company Inc (NYSE:AEP)

Eqis Capital Management Inc. Cuts Stake in American Electric Power Company Inc (NYSE:AEP)

Eqis Capital Management Inc. reduced its holdings in shares of American Electric Power Company Inc (NYSE:AEP) by 5.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 7,690 shares of the utilities... 
Elmwood Wealth Management Inc. Makes New $46,000 Investment in Facebook, Inc. (NASDAQ:FB)

Elmwood Wealth Management Inc. Makes New $46,000 Investment in Facebook, Inc. (NASDAQ:FB)

Elmwood Wealth Management Inc. acquired a new position in Facebook, Inc. (NASDAQ:FB) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... 
Mondelez International Inc (NASDAQ:MDLZ) Stake Cut by Flagship Harbor Advisors LLC

Mondelez International Inc (NASDAQ:MDLZ) Stake Cut by Flagship Harbor Advisors LLC

Flagship Harbor Advisors LLC cut its holdings in shares of Mondelez International Inc (NASDAQ:MDLZ) by 8.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,261... 
Atlanta Capital Management Co. L L C Grows Stock Holdings in Houlihan Lokey Inc (NYSE:HLI)

Atlanta Capital Management Co. L L C Grows Stock Holdings in Houlihan Lokey Inc (NYSE:HLI)

Atlanta Capital Management Co. L L C raised its position in Houlihan Lokey Inc (NYSE:HLI) by 57.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 735,381... 
Atlanta Capital Management Co. L L C Increases Stake in Facebook, Inc. (NASDAQ:FB)

Atlanta Capital Management Co. L L C Increases Stake in Facebook, Inc. (NASDAQ:FB)

Atlanta Capital Management Co. L L C increased its holdings in shares of Facebook, Inc. (NASDAQ:FB) by 37.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... 
Atlanta Capital Management Co. L L C Has $19.35 Million Stock Position in Cass Information Systems (NASDAQ:CASS)

Atlanta Capital Management Co. L L C Has $19.35 Million Stock Position in Cass Information Systems (NASDAQ:CASS)

Atlanta Capital Management Co. L L C grew its position in Cass Information Systems (NASDAQ:CASS) by 29.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 550,419 shares of the business services... 
Elmwood Wealth Management Inc. Makes New Investment in Mcdonald’s Corp (NYSE:MCD)

Elmwood Wealth Management Inc. Makes New Investment in Mcdonald’s Corp (NYSE:MCD)

Elmwood Wealth Management Inc. acquired a new position in shares of Mcdonald’s Corp (NYSE:MCD) during the 1st quarter, according to its most recent 13F filing with the SEC. The fund acquired 663 shares of the fast-food giant’s... 
Wesbanco Bank Inc. Raises Stake in SPDR Gold Shares (NYSEARCA:GLD)

Wesbanco Bank Inc. Raises Stake in SPDR Gold Shares (NYSEARCA:GLD)

Wesbanco Bank Inc. increased its stake in SPDR Gold Shares (NYSEARCA:GLD) by 94.1% during the first quarter, according to its most recent filing with the SEC. The fund owned 13,037 shares of the exchange traded fund’s stock... 
Elmwood Wealth Management Inc. Makes New Investment in General Mills, Inc. (NYSE:GIS)

Elmwood Wealth Management Inc. Makes New Investment in General Mills, Inc. (NYSE:GIS)

Elmwood Wealth Management Inc. bought a new position in shares of General Mills, Inc. (NYSE:GIS) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 1,331 shares of the company’s... 
Sontag Advisory LLC Buys 10,430 Shares of Altria Group Inc (NYSE:MO)

Sontag Advisory LLC Buys 10,430 Shares of Altria Group Inc (NYSE:MO)

Sontag Advisory LLC raised its holdings in Altria Group Inc (NYSE:MO) by 27.2% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 48,750 shares of the company’s... 
Sontag Advisory LLC Buys 8,540 Shares of Philip Morris International Inc. (NYSE:PM)

Sontag Advisory LLC Buys 8,540 Shares of Philip Morris International Inc. (NYSE:PM)

Sontag Advisory LLC raised its stake in shares of Philip Morris International Inc. (NYSE:PM) by 37.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 31,507 shares of the company’s... 
Sontag Advisory LLC Makes New $1.89 Million Investment in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Sontag Advisory LLC Makes New $1.89 Million Investment in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)

Sontag Advisory LLC acquired a new position in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP) in the 1st quarter, Holdings Channel reports. The institutional investor acquired 22,463 shares of the company’s stock, valued... 
Emerald Investment Partners LLC Has $287,000 Stake in Zimmer Biomet Holdings Inc (NYSE:ZBH)

Emerald Investment Partners LLC Has $287,000 Stake in Zimmer Biomet Holdings Inc (NYSE:ZBH)

Emerald Investment Partners LLC boosted its position in shares of Zimmer Biomet Holdings Inc (NYSE:ZBH) by 24.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... 
Emerald Investment Partners LLC Lowers Stock Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Emerald Investment Partners LLC Lowers Stock Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Emerald Investment Partners LLC lowered its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 42.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission....