Finance

Davis R M Inc. Cuts Position in Cooper Companies Inc (COO)

Davis R M Inc. reduced its stake in Cooper Companies Inc (NYSE:COO) by 6.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 57,711 shares of the medical device company’s stock after selling 3,682 shares during the quarter. Davis R M Inc. owned […]

Davis R M Inc. Increases Holdings in Invesco BulletShares 2020 Corporate Bond ETF (BSCK)

Davis R M Inc. boosted its stake in Invesco BulletShares 2020 Corporate Bond ETF (NYSEARCA:BSCK) by 25.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 123,136 shares of the company’s stock after acquiring an additional 25,183 shares during the period. Davis R M Inc. […]

1,202 Shares in Accenture Plc (ACN) Purchased by Breiter Capital Management Inc.

Breiter Capital Management Inc. bought a new position in shares of Accenture Plc (NYSE:ACN) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 1,202 shares of the information technology services provider’s stock, valued at approximately $205,000. A number of other […]

Davis R M Inc. Reduces Position in Colgate-Palmolive (CL)

Davis R M Inc. lessened its position in shares of Colgate-Palmolive (NYSE:CL) by 3.4% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 142,463 shares of the company’s stock after selling 5,047 shares during the quarter. Davis R M Inc.’s holdings in Colgate-Palmolive were worth […]

Davis R M Inc. Cuts Position in Medtronic PLC (MDT)

Davis R M Inc. reduced its stake in Medtronic PLC (NYSE:MDT) by 0.9% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 352,937 shares of the medical technology company’s stock after selling 3,200 shares during the quarter. Davis R M Inc.’s holdings in […]

Coastline Trust Co Acquires 8,745 Shares of iShares Exponential Technologies ETF (XT)

Coastline Trust Co lifted its holdings in iShares Exponential Technologies ETF (NASDAQ:XT) by 29.4% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 38,460 shares of the company’s stock after acquiring an additional 8,745 shares during the quarter. Coastline Trust Co owned 0.06% of iShares […]

Coastline Trust Co Sells 14,180 Shares of iShares US Preferred Stock ETF (PFF)

Coastline Trust Co cut its holdings in iShares US Preferred Stock ETF (NASDAQ:PFF) by 23.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,495 shares of the company’s stock after selling 14,180 shares during the period. Coastline Trust Co’s holdings in […]

AT&T Inc. (T) Shares Bought by Hall Laurie J Trustee

Hall Laurie J Trustee grew its position in shares of AT&T Inc. (NYSE:T) by 584.3% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 86,770 shares of the technology company’s stock after acquiring an additional 74,090 shares during the quarter. AT&T comprises 1.6% of […]

Procter & Gamble Co (PG) is NBT Bank N A NY’s 9th Largest Position

NBT Bank N A NY cut its stake in Procter & Gamble Co (NYSE:PG) by 8.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 135,026 shares of the company’s stock after selling 12,013 shares during the period. Procter & Gamble makes […]

Eagle Ridge Investment Management Purchases 166 Shares of Amazon.com, Inc. (AMZN)

Eagle Ridge Investment Management increased its position in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 70.0% in the 2nd quarter, HoldingsChannel reports. The fund owned 403 shares of the e-commerce giant’s stock after buying an additional 166 shares during the quarter. Eagle Ridge Investment Management’s holdings in Amazon.com were worth $685,000 as of its most recent […]

North Star Investment Management Corp. Has $12.48 Million Stake in Microsoft Co. (MSFT)

North Star Investment Management Corp. raised its stake in Microsoft Co. (NASDAQ:MSFT) by 3.7% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 126,590 shares of the software giant’s stock after acquiring an additional 4,480 shares during the quarter. Microsoft makes up […]

Chevron Co. (CVX) Stake Lowered by IFG Advisory LLC

IFG Advisory LLC lessened its holdings in Chevron Co. (NYSE:CVX) by 2.0% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,006 shares of the oil and gas company’s stock after selling 627 shares during the period. Chevron comprises approximately 0.8% of […]

Highland Private Wealth Management Takes $338,000 Position in Home Depot Inc (HD)

Highland Private Wealth Management acquired a new position in shares of Home Depot Inc (NYSE:HD) during the 2nd quarter, HoldingsChannel reports. The firm acquired 1,729 shares of the home improvement retailer’s stock, valued at approximately $338,000. A number of other large investors have also recently bought and sold shares of the business. Lucia Wealth Services […]

Boston Scientific (BSX) Rating Reiterated by BTIG Research

Boston Scientific (NYSE:BSX)‘s stock had its “buy” rating reissued by research analysts at BTIG Research in a research note issued to investors on Tuesday. They presently have a $45.00 target price on the medical equipment provider’s stock. BTIG Research’s price objective would indicate a potential upside of 18.42% from the stock’s current price. Several other […]

HC Wainwright Analysts Give Bausch Health Companies (BHC) a $25.00 Price Target

HC Wainwright set a $25.00 target price on Bausch Health Companies (NYSE:BHC) in a research report released on Monday morning. The firm currently has a hold rating on the stock. Several other research analysts also recently issued reports on BHC. Piper Jaffray Companies set a $13.00 price objective on Bausch Health Companies and gave the […]

Dimensional Fund Advisors LP Acquires 19,634 Shares of Alder Biopharmaceuticals Inc (ALDR)

Dimensional Fund Advisors LP lifted its holdings in shares of Alder Biopharmaceuticals Inc (NASDAQ:ALDR) by 2.4% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 842,418 shares of the biopharmaceutical company’s stock after purchasing an additional 19,634 shares during the period. Dimensional Fund Advisors LP […]

Coastline Trust Co Has $2.69 Million Position in Emerson Electric Co. (EMR)

Coastline Trust Co lowered its position in shares of Emerson Electric Co. (NYSE:EMR) by 3.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 35,135 shares of the industrial products company’s stock after selling 1,150 shares during the period. Coastline Trust Co’s […]

Zacks Investment Research Downgrades AngloGold Ashanti (AU) to Sell

AngloGold Ashanti (NYSE:AU) was downgraded by Zacks Investment Research from a “buy” rating to a “sell” rating in a report issued on Tuesday. According to Zacks, “AngloGold Limited is the largest gold producer at 7 million ounces a year, with reserves of 126 m oz. The company has operations in six countries on three continents, […]

Veritone (VERI) versus Bitauto (BITA) Head-To-Head Analysis

Veritone (NASDAQ:VERI) and Bitauto (NYSE:BITA) are both small-cap business services companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, dividends, valuation, profitability, institutional ownership, earnings and analyst recommendations. Insider and Institutional Ownership 16.8% of Veritone shares are owned by institutional investors. Comparatively, 35.0% of […]

Head-To-Head Comparison: PJT Partners (PJT) & Victory Capital (VCTR)

PJT Partners (NYSE:PJT) and Victory Capital (NASDAQ:VCTR) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, earnings, dividends, profitability, analyst recommendations, valuation and risk. Dividends PJT Partners pays an annual dividend of $0.20 per share and has a dividend […]

Financial Contrast: Konami (KNMCY) versus Cornerstone OnDemand (CSOD)

Konami (OTCMKTS:KNMCY) and Cornerstone OnDemand (NASDAQ:CSOD) are both mid-cap computer and technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, valuation, earnings, analyst recommendations, risk, institutional ownership and dividends. Profitability This table compares Konami and Cornerstone OnDemand’s net margins, return on equity and […]

Banc of California (BANC) Rating Lowered to Hold at Zacks Investment Research

Banc of California (NYSE:BANC) was downgraded by Zacks Investment Research from a “buy” rating to a “hold” rating in a research note issued on Tuesday. According to Zacks, “Banc of California, Inc. provides comprehensive banking services to California’s diverse private businesses, entrepreneurs and homeowners. It is the parent company of Banc of California, National Association. […]

SPDR Portfolio S&P 500 Growth ETF (SPYG) Shares Sold by Clearwater Capital Advisors LLC

Clearwater Capital Advisors LLC reduced its position in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG) by 9.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,968 shares of the company’s stock after selling 1,703 shares during the […]

Oracle Co. (ORCL) Stake Lessened by Bennicas & Associates Inc.

Bennicas & Associates Inc. trimmed its holdings in Oracle Co. (NYSE:ORCL) by 9.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 18,500 shares of the enterprise software provider’s stock after selling 2,000 shares during the period. Bennicas & Associates […]

VANGUARD SCOTTS/VANGUARD SHORT-TERM (VCSH) Shares Sold by Clearwater Capital Advisors LLC

Clearwater Capital Advisors LLC reduced its holdings in shares of VANGUARD SCOTTS/VANGUARD SHORT-TERM (BMV:VCSH) by 6.2% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 23,670 shares of the company’s stock after selling 1,574 shares during the period. Clearwater Capital Advisors LLC’s holdings in VANGUARD SCOTTS/VANGUARD SHORT-TERM were worth $1,850,000 as of its […]