Finance

Barry Investment Advisors LLC Cuts Holdings in Japan Smaller Capitalization Fund, Inc. (NYSE:JOF)

Barry Investment Advisors LLC decreased its position in Japan Smaller Capitalization Fund, Inc. (NYSE:JOF) by 2.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 945,736 shares of the company’s stock after selling 20,039 shares during the period. Japan Smaller Capitalization Fund comprises 2.4% of […]

Solitude Financial Services Reduces Stock Position in Invesco BulletShares 2022 Corporate Bond ETF (NYSEARCA:BSCM)

Solitude Financial Services lowered its stake in Invesco BulletShares 2022 Corporate Bond ETF (NYSEARCA:BSCM) by 16.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 38,792 shares of the company’s stock after selling 7,500 shares during the quarter. Solitude Financial Services’ holdings in Invesco BulletShares […]

Solitude Financial Services Sells 1,625 Shares of American Express (NYSE:AXP)

Solitude Financial Services reduced its position in shares of American Express (NYSE:AXP) by 9.8% in the 1st quarter, HoldingsChannel reports. The firm owned 15,028 shares of the payment services company’s stock after selling 1,625 shares during the period. American Express accounts for about 1.7% of Solitude Financial Services’ investment portfolio, making the stock its 19th […]

Landsberg Bennett & Dubbaneh LLC Invests $7.42 Million in ProShares Short 20+ Year Treasury (NYSEARCA:TBF)

Landsberg Bennett & Dubbaneh LLC purchased a new position in ProShares Short 20+ Year Treasury (NYSEARCA:TBF) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 414,985 shares of the company’s stock, valued at approximately $7,416,000. ProShares Short 20+ Year Treasury […]

Wells Fargo & Company (NYSE:WFC) Given New $50.00 Price Target at Raymond James

Wells Fargo & Company (NYSE:WFC) had its price objective raised by research analysts at Raymond James from $42.00 to $50.00 in a research note issued on Wednesday, Benzinga reports. The brokerage currently has an “outperform” rating on the financial services provider’s stock. Raymond James’ price objective suggests a potential upside of 17.54% from the company’s […]

Argus Investors Counsel Inc. Takes Position in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Argus Investors Counsel Inc. purchased a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 4,095 shares of the company’s stock, valued at approximately $299,000. Several other institutional investors and hedge […]

United Bankshares, Inc. (NASDAQ:UBSI) Position Raised by Peoples Bank OH

Peoples Bank OH increased its position in shares of United Bankshares, Inc. (NASDAQ:UBSI) by 4.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,387 shares of the financial services provider’s stock after purchasing an additional 371 shares […]

Creative Financial Designs Inc. ADV Grows Stock Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Creative Financial Designs Inc. ADV grew its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 45.6% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 9,738 shares of the company’s stock after purchasing an additional 3,052 shares during the period. Creative Financial Designs Inc. ADV’s holdings in Schwab U.S. Large-Cap […]

Visa Inc. (NYSE:V) Position Boosted by WBH Advisory Inc.

WBH Advisory Inc. lifted its stake in shares of Visa Inc. (NYSE:V) by 67.7% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 15,434 shares of the credit-card processor’s stock after purchasing an additional 6,231 shares during the period. WBH Advisory Inc.’s holdings in Visa were […]

WBH Advisory Inc. Buys 281 Shares of Pimco Total Return ETF (NYSEARCA:BOND)

WBH Advisory Inc. lifted its stake in shares of Pimco Total Return ETF (NYSEARCA:BOND) by 5.7% during the first quarter, HoldingsChannel.com reports. The fund owned 5,218 shares of the exchange traded fund’s stock after buying an additional 281 shares during the quarter. WBH Advisory Inc.’s holdings in Pimco Total Return ETF were worth $571,000 at […]

Aflac Incorporated (NYSE:AFL) Shares Sold by WBH Advisory Inc.

WBH Advisory Inc. decreased its position in shares of Aflac Incorporated (NYSE:AFL) by 2.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,622 shares of the financial services provider’s stock after selling 200 shares during the quarter. WBH Advisory Inc.’s holdings in […]

International Flavors & Fragrances Inc. (NYSE:IFF) Shares Sold by Creative Financial Designs Inc. ADV

Creative Financial Designs Inc. ADV cut its stake in International Flavors & Fragrances Inc. (NYSE:IFF) by 53.7% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 3,209 shares of the specialty chemicals company’s stock after selling 3,719 shares during the period. Creative Financial Designs Inc. ADV’s holdings in International Flavors & Fragrances were […]

Creative Financial Designs Inc. ADV Has $710,000 Stock Holdings in SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG)

Creative Financial Designs Inc. ADV trimmed its stake in shares of SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG) by 14.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,454 shares of the company’s stock after selling 1,570 shares during […]

GPS Wealth Strategies Group LLC Makes New $67,000 Investment in Fiserv, Inc. (NASDAQ:FISV)

GPS Wealth Strategies Group LLC purchased a new position in shares of Fiserv, Inc. (NASDAQ:FISV) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 565 shares of the business services provider’s stock, valued at approximately $67,000. Other institutional investors and hedge funds have also […]

Royal London Asset Management Ltd. Acquires 162,872 Shares of Apple Inc. (NASDAQ:AAPL)

Royal London Asset Management Ltd. grew its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 2.0% during the first quarter, HoldingsChannel.com reports. The firm owned 8,109,901 shares of the iPhone maker’s stock after acquiring an additional 162,872 shares during the quarter. Apple makes up about 4.6% of Royal London Asset Management Ltd.’s holdings, making the […]

Oppenheimer Increases Texas Instruments (NASDAQ:TXN) Price Target to $220.00

Texas Instruments (NASDAQ:TXN) had its price objective hoisted by stock analysts at Oppenheimer from $185.00 to $220.00 in a note issued to investors on Wednesday, Benzinga reports. The brokerage currently has an “outperform” rating on the semiconductor company’s stock. Oppenheimer’s price target points to a potential upside of 18.75% from the company’s previous close. Several […]

Walkner Condon Financial Advisors LLC Has $6.06 Million Stock Position in Apple Inc. (NASDAQ:AAPL)

Walkner Condon Financial Advisors LLC raised its position in Apple Inc. (NASDAQ:AAPL) by 2.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,604 shares of the iPhone maker’s stock after purchasing an additional 1,068 shares during the quarter. Apple accounts for approximately 2.4% […]

Golden Green Inc. Sells 10,366 Shares of Apple Inc. (NASDAQ:AAPL)

Golden Green Inc. lessened its holdings in Apple Inc. (NASDAQ:AAPL) by 11.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 81,824 shares of the iPhone maker’s stock after selling 10,366 shares during the period. Apple comprises approximately 8.6% of Golden Green […]

Pinnacle Financial Partners Inc. Acquires 66 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)

Pinnacle Financial Partners Inc. increased its position in Thermo Fisher Scientific Inc. (NYSE:TMO) by 1.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,064 shares of the medical research company’s stock after buying an additional 66 shares during the quarter. Pinnacle Financial […]

Creative Financial Designs Inc. ADV Increases Holdings in Pacer Trendpilot US Large Cap ETF (BATS:PTLC)

Creative Financial Designs Inc. ADV lifted its stake in Pacer Trendpilot US Large Cap ETF (BATS:PTLC) by 7.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,021 shares of the company’s stock after purchasing an additional 1,727 shares during the period. Creative […]

McCormick & Company, Incorporated (NYSE:MKC) Position Increased by Douglas Lane & Associates LLC

Douglas Lane & Associates LLC increased its stake in McCormick & Company, Incorporated (NYSE:MKC) by 4.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 14,035 shares of the company’s stock after acquiring an additional 600 shares during the quarter. Douglas Lane & Associates LLC’s […]

Kontoor Brands, Inc. (NYSE:KTB) Receives $41.50 Consensus Target Price from Brokerages

Kontoor Brands, Inc. (NYSE:KTB) has earned a consensus recommendation of “Hold” from the eleven research firms that are covering the stock, MarketBeat Ratings reports. Two analysts have rated the stock with a sell rating, two have issued a hold rating and seven have given a buy rating to the company. The average 1-year target price […]

ManpowerGroup (NYSE:MAN) Posts Quarterly Earnings Results, Beats Expectations By $0.44 EPS

ManpowerGroup (NYSE:MAN) released its quarterly earnings data on Monday. The business services provider reported $1.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.67 by $0.44, Briefing.com reports. ManpowerGroup had a net margin of 0.47% and a return on equity of 9.72%. The company had revenue of $4.90 billion during the quarter, […]

NextEra Energy (NYSE:NEE) Posts Earnings Results, Beats Expectations By $0.06 EPS

NextEra Energy (NYSE:NEE) issued its quarterly earnings results on Wednesday. The utilities provider reported $0.67 earnings per share for the quarter, beating the Zacks’ consensus estimate of $0.61 by $0.06, Briefing.com reports. NextEra Energy had a return on equity of 10.79% and a net margin of 21.44%. The business had revenue of $3.73 billion during […]

Signet Jewelers (NYSE:SIG) Upgraded to “Strong-Buy” at Zacks Investment Research

Signet Jewelers (NYSE:SIG) was upgraded by Zacks Investment Research from a “hold” rating to a “strong-buy” rating in a research report issued on Wednesday, Zacks.com reports. The firm presently has a $66.00 price objective on the stock. Zacks Investment Research‘s price target would suggest a potential upside of 14.80% from the company’s current price. According […]