Archive for Latisha Jones

Boston Standard Wealth Management LLC Has $26.64 Million Holdings in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW)

Boston Standard Wealth Management LLC boosted its holdings in shares of SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) by 1.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 751,196 shares of the company’s stock after buying an additional 11,803 shares during the period. SPDR Portfolio […]

Gilman Hill Asset Management LLC Takes Position in McKesson Co. (NYSE:MCK)

Gilman Hill Asset Management LLC acquired a new stake in McKesson Co. (NYSE:MCK) during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 1,100 shares of the company’s stock, valued at approximately $215,000. Other hedge funds have also made changes to their positions in the company. […]

Antofagasta (LON:ANTO) Stock Crosses Above Two Hundred Day Moving Average of $1,438.69

Antofagasta plc (LON:ANTO)’s share price passed above its 200-day moving average during trading on Monday . The stock has a 200-day moving average of GBX 1,438.69 ($18.80) and traded as high as GBX 1,902.50 ($24.86). Antofagasta shares last traded at GBX 1,867.50 ($24.40), with a volume of 1,036,080 shares. ANTO has been the subject of […]

Consumer Portfolio Services (NASDAQ:CPSS) Stock Price Passes Above Two Hundred Day Moving Average of $4.16

Consumer Portfolio Services, Inc. (NASDAQ:CPSS)’s share price crossed above its 200-day moving average during trading on Monday . The stock has a 200-day moving average of $4.16 and traded as high as $4.18. Consumer Portfolio Services shares last traded at $4.11, with a volume of 6,097 shares traded. Separately, Zacks Investment Research upgraded Consumer Portfolio […]

VanEck Vectors Mortgage REIT Income ETF (NYSEARCA:MORT) Shares Sold by Gilman Hill Asset Management LLC

Gilman Hill Asset Management LLC lowered its position in shares of VanEck Vectors Mortgage REIT Income ETF (NYSEARCA:MORT) by 8.4% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,000 shares of the company’s stock after selling 1,375 shares during the quarter. Gilman Hill […]

Gilman Hill Asset Management LLC Sells 127,535 Shares of Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI)

Gilman Hill Asset Management LLC lessened its holdings in shares of Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE:HASI) by 95.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,237 shares of the real estate investment trust’s stock after selling 127,535 shares during […]

Cardinal Capital Management Raises Stock Holdings in Curtiss-Wright Co. (NYSE:CW)

Cardinal Capital Management boosted its holdings in shares of Curtiss-Wright Co. (NYSE:CW) by 1.0% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,682 shares of the aerospace company’s stock after acquiring an additional 85 shares during the quarter. Cardinal Capital […]

Mcdonald Partners LLC Purchases Shares of 4,950 Apollo Global Management, Inc. (NYSE:APO)

Mcdonald Partners LLC purchased a new stake in Apollo Global Management, Inc. (NYSE:APO) during the 1st quarter, HoldingsChannel reports. The fund purchased 4,950 shares of the financial services provider’s stock, valued at approximately $233,000. Other large investors have also added to or reduced their stakes in the company. NuWave Investment Management LLC raised its holdings […]

Gateway Investment Advisers LLC Decreases Stock Holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Gateway Investment Advisers LLC trimmed its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) by 94.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,698 shares of the semiconductor company’s stock after selling 29,323 shares during the quarter. Gateway […]

Moody’s Co. (NYSE:MCO) Shares Purchased by DnB Asset Management AS

DnB Asset Management AS lifted its holdings in Moody’s Co. (NYSE:MCO) by 2.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,020 shares of the business services provider’s stock after acquiring an additional 683 shares during the quarter. DnB Asset Management AS’s holdings […]

Harbor Investment Advisory LLC Lowers Holdings in The Charles Schwab Co. (NYSE:SCHW)

Harbor Investment Advisory LLC lowered its holdings in The Charles Schwab Co. (NYSE:SCHW) by 9.7% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,808 shares of the financial services provider’s stock after selling 300 shares during the quarter. Harbor Investment Advisory LLC’s holdings in […]

Lloyds Banking Group plc (NYSE:LYG) Shares Sold by KCS Wealth Advisory

KCS Wealth Advisory cut its stake in shares of Lloyds Banking Group plc (NYSE:LYG) by 80.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 76,248 shares of the financial services provider’s stock after selling 306,890 shares during the quarter. KCS […]

Aull & Monroe Investment Management Corp Has $335,000 Position in Computer Programs and Systems, Inc. (NASDAQ:CPSI)

Aull & Monroe Investment Management Corp decreased its stake in shares of Computer Programs and Systems, Inc. (NASDAQ:CPSI) by 10.6% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 10,971 shares of the company’s stock after selling 1,300 shares during the period. Aull & Monroe Investment Management […]

Aull & Monroe Investment Management Corp Has $335,000 Stake in Computer Programs and Systems, Inc. (NASDAQ:CPSI)

Aull & Monroe Investment Management Corp lowered its position in Computer Programs and Systems, Inc. (NASDAQ:CPSI) by 10.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 10,971 shares of the company’s stock after selling 1,300 shares during the quarter. Aull […]

Harbor Investment Advisory LLC Sells 1,203 Shares of Southwest Airlines Co. (NYSE:LUV)

Harbor Investment Advisory LLC lessened its stake in shares of Southwest Airlines Co. (NYSE:LUV) by 24.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,717 shares of the airline’s stock after selling 1,203 shares during the quarter. Harbor Investment Advisory […]

Enterprise Products Partners L.P. (NYSE:EPD) Shares Purchased by Harbor Investment Advisory LLC

Harbor Investment Advisory LLC boosted its stake in shares of Enterprise Products Partners L.P. (NYSE:EPD) by 32.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,514 shares of the oil and gas producer’s stock after purchasing an additional 4,079 shares during […]

HDFC Bank Limited (NYSE:HDB) Shares Sold by Harbor Investment Advisory LLC

Harbor Investment Advisory LLC lowered its stake in shares of HDFC Bank Limited (NYSE:HDB) by 19.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,805 shares of the bank’s stock after selling 1,183 shares during the quarter. Harbor […]

NEXT Financial Group Inc Grows Stake in First Trust SSI Strategic Convertible Securities ETF (NASDAQ:FCVT)

NEXT Financial Group Inc lifted its position in First Trust SSI Strategic Convertible Securities ETF (NASDAQ:FCVT) by 46.6% in the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 20,499 shares of the company’s stock after acquiring an additional 6,515 shares during the period. NEXT Financial Group Inc […]

Bogart Wealth LLC Acquires Shares of 200 Toyota Motor Co. (NYSE:TM)

Bogart Wealth LLC acquired a new stake in shares of Toyota Motor Co. (NYSE:TM) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 200 shares of the company’s stock, valued at approximately $31,000. Other hedge funds also recently modified their holdings of […]

State of Alaska Department of Revenue Sells 3,760 Shares of Independent Bank Group, Inc. (NASDAQ:IBTX)

State of Alaska Department of Revenue decreased its holdings in shares of Independent Bank Group, Inc. (NASDAQ:IBTX) by 13.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 24,853 shares of the bank’s stock after selling 3,760 shares during the […]

Global Retirement Partners LLC Purchases New Shares in iShares MSCI Global Impact ETF (NASDAQ:SDG)

Global Retirement Partners LLC bought a new stake in shares of iShares MSCI Global Impact ETF (NASDAQ:SDG) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 300 shares of the company’s stock, valued at approximately $28,000. Several other hedge funds have […]

Aberdeen Global Dynamic Dividend Fund (NYSE:AGD) Announces Monthly Dividend of $0.07

Aberdeen Global Dynamic Dividend Fund (NYSE:AGD) declared a monthly dividend on Tuesday, April 13th, Wall Street Journal reports. Investors of record on Friday, April 23rd will be given a dividend of 0.065 per share on Friday, April 30th. This represents a $0.78 annualized dividend and a yield of 6.77%. The ex-dividend date is Thursday, April […]

Gladstone Capital Co. (NASDAQ:GLAD) to Issue Monthly Dividend of $0.07

Gladstone Capital Co. (NASDAQ:GLAD) announced a monthly dividend on Tuesday, April 13th, Zacks reports. Stockholders of record on Friday, April 23rd will be given a dividend of 0.065 per share by the investment management company on Friday, April 30th. This represents a $0.78 annualized dividend and a dividend yield of 7.21%. The ex-dividend date is […]

LVW Advisors LLC Sells 177 Shares of Adobe Inc. (NASDAQ:ADBE)

LVW Advisors LLC cut its holdings in Adobe Inc. (NASDAQ:ADBE) by 19.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 750 shares of the software company’s stock after selling 177 shares during the quarter. LVW Advisors LLC’s holdings in Adobe were […]

Mcdonald Partners LLC Makes New $231,000 Investment in First Trust International Equity Opportunities ETF (NASDAQ:FPXI)

Mcdonald Partners LLC bought a new position in First Trust International Equity Opportunities ETF (NASDAQ:FPXI) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 3,507 shares of the company’s stock, valued at approximately $231,000. A number of other hedge funds also recently modified their holdings of […]