Home » Author Archive

Financial Advisors Network Inc. Boosts Position in Apple Inc. (NASDAQ:AAPL)

Financial Advisors Network Inc. Boosts Position in Apple Inc. (NASDAQ:AAPL)

Financial Advisors Network Inc. lifted its stake in shares of Apple Inc. (NASDAQ:AAPL) by 0.9% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned... 
Apple Inc. (NASDAQ:AAPL) Shares Sold by Gs Investments Inc.

Apple Inc. (NASDAQ:AAPL) Shares Sold by Gs Investments Inc.

Gs Investments Inc. lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 0.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor... 
Crewe Advisors LLC Grows Stake in Apple Inc. (NASDAQ:AAPL)

Crewe Advisors LLC Grows Stake in Apple Inc. (NASDAQ:AAPL)

Crewe Advisors LLC raised its stake in Apple Inc. (NASDAQ:AAPL) by 28.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 15,800 shares... 
Meadow Creek Investment Management LLC Increases Stock Position in Carrizo Oil & Gas Inc (NASDAQ:CRZO)

Meadow Creek Investment Management LLC Increases Stock Position in Carrizo Oil & Gas Inc (NASDAQ:CRZO)

Meadow Creek Investment Management LLC boosted its stake in Carrizo Oil & Gas Inc (NASDAQ:CRZO) by 33.5% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... 
Apartment Investment and Management Co (NYSE:AIV) Shares Acquired by Commonwealth Bank of Australia

Apartment Investment and Management Co (NYSE:AIV) Shares Acquired by Commonwealth Bank of Australia

Commonwealth Bank of Australia grew its position in Apartment Investment and Management Co (NYSE:AIV) by 37.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... 
Omnicom Group Inc. (NYSE:OMC) Shares Sold by Korea Investment CORP

Omnicom Group Inc. (NYSE:OMC) Shares Sold by Korea Investment CORP

Korea Investment CORP cut its position in Omnicom Group Inc. (NYSE:OMC) by 43.8% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,600... 
Korea Investment CORP Cuts Position in International Flavors & Fragrances Inc (NYSE:IFF)

Korea Investment CORP Cuts Position in International Flavors & Fragrances Inc (NYSE:IFF)

Korea Investment CORP lessened its stake in International Flavors & Fragrances Inc (NYSE:IFF) by 73.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
Inogen Inc (NASDAQ:INGN) Stake Lowered by Meadow Creek Investment Management LLC

Inogen Inc (NASDAQ:INGN) Stake Lowered by Meadow Creek Investment Management LLC

Meadow Creek Investment Management LLC reduced its stake in shares of Inogen Inc (NASDAQ:INGN) by 31.5% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... 
Trueblue Inc (NYSE:TBI) Shares Bought by Envestnet Asset Management Inc.

Trueblue Inc (NYSE:TBI) Shares Bought by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. raised its position in Trueblue Inc (NYSE:TBI) by 7.8% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 28,711... 
Janus Henderson Group PLC Makes New $7.47 Million Investment in Hubbell Incorporated (NYSE:HUBB)

Janus Henderson Group PLC Makes New $7.47 Million Investment in Hubbell Incorporated (NYSE:HUBB)

Janus Henderson Group PLC purchased a new stake in Hubbell Incorporated (NYSE:HUBB) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 57,307 shares of... 
Janus Henderson Group PLC Purchases 1,932 Shares of Grupo Televisa SAB (NYSE:TV)

Janus Henderson Group PLC Purchases 1,932 Shares of Grupo Televisa SAB (NYSE:TV)

Janus Henderson Group PLC lifted its position in shares of Grupo Televisa SAB (NYSE:TV) by 0.2% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 911,495... 
Envestnet Asset Management Inc. Raises Position in Chesapeake Lodging Trust (NYSE:CHSP)

Envestnet Asset Management Inc. Raises Position in Chesapeake Lodging Trust (NYSE:CHSP)

Envestnet Asset Management Inc. raised its holdings in Chesapeake Lodging Trust (NYSE:CHSP) by 2.7% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,106... 
Packaging Corp Of America (NYSE:PKG) Shares Sold by Korea Investment CORP

Packaging Corp Of America (NYSE:PKG) Shares Sold by Korea Investment CORP

Korea Investment CORP trimmed its holdings in Packaging Corp Of America (NYSE:PKG) by 6.9% in the 2nd quarter, according to its most recent filing with the SEC. The institutional investor owned 5,400 shares of the industrial products... 
Iron Mountain Inc (NYSE:IRM) Shares Acquired by LPL Financial LLC

Iron Mountain Inc (NYSE:IRM) Shares Acquired by LPL Financial LLC

LPL Financial LLC lifted its holdings in shares of Iron Mountain Inc (NYSE:IRM) by 94.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned... 
Nutrien Ltd (NYSE:NTR) Shares Acquired by Glen Harbor Capital Management LLC

Nutrien Ltd (NYSE:NTR) Shares Acquired by Glen Harbor Capital Management LLC

Glen Harbor Capital Management LLC grew its holdings in Nutrien Ltd (NYSE:NTR) by 17.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,972 shares of... 
Glen Harbor Capital Management LLC Purchases 392 Shares of Cavco Industries, Inc. (NASDAQ:CVCO)

Glen Harbor Capital Management LLC Purchases 392 Shares of Cavco Industries, Inc. (NASDAQ:CVCO)

Glen Harbor Capital Management LLC lifted its position in Cavco Industries, Inc. (NASDAQ:CVCO) by 42.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... 
Glen Harbor Capital Management LLC Sells 12,980 Shares of Virtu Financial Inc (NASDAQ:VIRT)

Glen Harbor Capital Management LLC Sells 12,980 Shares of Virtu Financial Inc (NASDAQ:VIRT)

Glen Harbor Capital Management LLC lowered its position in Virtu Financial Inc (NASDAQ:VIRT) by 56.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,054... 
BBR Partners LLC Reduces Stake in Comcast Co. (NASDAQ:CMCSA)

BBR Partners LLC Reduces Stake in Comcast Co. (NASDAQ:CMCSA)

BBR Partners LLC reduced its stake in Comcast Co. (NASDAQ:CMCSA) by 14.9% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,258... 
Microsoft Co. (NASDAQ:MSFT) Stock Position Boosted by Intersect Capital LLC

Microsoft Co. (NASDAQ:MSFT) Stock Position Boosted by Intersect Capital LLC

Intersect Capital LLC increased its holdings in shares of Microsoft Co. (NASDAQ:MSFT) by 10.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 78,436... 
Captrust Financial Advisors Has $161,000 Position in Regions Financial Corp (NYSE:RF)

Captrust Financial Advisors Has $161,000 Position in Regions Financial Corp (NYSE:RF)

Captrust Financial Advisors increased its position in shares of Regions Financial Corp (NYSE:RF) by 11.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... 
Microsoft Co. (NASDAQ:MSFT) is Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s 3rd Largest Position

Microsoft Co. (NASDAQ:MSFT) is Loring Wolcott & Coolidge Fiduciary Advisors LLP MA’s 3rd Largest Position

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA raised its position in shares of Microsoft Co. (NASDAQ:MSFT) by 2.5% in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... 
Boston Partners Sells 1,596,090 Shares of Pinnacle West Capital Co. (NYSE:PNW)

Boston Partners Sells 1,596,090 Shares of Pinnacle West Capital Co. (NYSE:PNW)

Boston Partners cut its stake in Pinnacle West Capital Co. (NYSE:PNW) by 47.0% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,800,427 shares... 
Gavea Investimentos Ltda Buys New Shares in Microsoft Co. (NASDAQ:MSFT)

Gavea Investimentos Ltda Buys New Shares in Microsoft Co. (NASDAQ:MSFT)

Gavea Investimentos Ltda bought a new stake in Microsoft Co. (NASDAQ:MSFT) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 526 shares... 
Northern Trust Co. (NASDAQ:NTRS) Stake Raised by Captrust Financial Advisors

Northern Trust Co. (NASDAQ:NTRS) Stake Raised by Captrust Financial Advisors

Captrust Financial Advisors boosted its holdings in Northern Trust Co. (NASDAQ:NTRS) by 33.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional... 
Circle Wealth Management LLC Lowers Holdings in Discovery Communications Inc. (NASDAQ:DISCA)

Circle Wealth Management LLC Lowers Holdings in Discovery Communications Inc. (NASDAQ:DISCA)

Circle Wealth Management LLC trimmed its holdings in Discovery Communications Inc. (NASDAQ:DISCA) by 20.4% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 49,954 shares of the company’s... 
Glen Harbor Capital Management LLC Sells 98,624 Shares of Senior Housing Properties Trust (NASDAQ:SNH)

Glen Harbor Capital Management LLC Sells 98,624 Shares of Senior Housing Properties Trust (NASDAQ:SNH)

Glen Harbor Capital Management LLC cut its stake in Senior Housing Properties Trust (NASDAQ:SNH) by 81.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... 
Invesco S&P International Developed Low Volatility ETF (NYSEARCA:IDLV) Shares Sold by LPL Financial LLC

Invesco S&P International Developed Low Volatility ETF (NYSEARCA:IDLV) Shares Sold by LPL Financial LLC

LPL Financial LLC trimmed its stake in Invesco S&P International Developed Low Volatility ETF (NYSEARCA:IDLV) by 6.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... 
Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY) Shares Purchased by LPL Financial LLC

Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY) Shares Purchased by LPL Financial LLC

LPL Financial LLC boosted its position in shares of Invesco High Yield Equity Dividend Achievers ETF (NASDAQ:PEY) by 8.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... 
Korea Investment CORP Decreases Stake in CIT Group Inc. (NYSE:CIT)

Korea Investment CORP Decreases Stake in CIT Group Inc. (NYSE:CIT)

Korea Investment CORP reduced its stake in shares of CIT Group Inc. (NYSE:CIT) by 88.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned... 
LPL Financial LLC Boosts Stake in Sherwin-Williams Co (NYSE:SHW)

LPL Financial LLC Boosts Stake in Sherwin-Williams Co (NYSE:SHW)

LPL Financial LLC boosted its stake in Sherwin-Williams Co (NYSE:SHW) by 15.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,785 shares of the specialty... 
Charles Schwab Investment Management Inc. Purchases 4,536 Shares of Post Holdings Inc (NYSE:POST)

Charles Schwab Investment Management Inc. Purchases 4,536 Shares of Post Holdings Inc (NYSE:POST)

Charles Schwab Investment Management Inc. boosted its holdings in shares of Post Holdings Inc (NYSE:POST) by 1.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... 
Charles Schwab Investment Management Inc. Raises Stock Holdings in Berry Global Group Inc (NYSE:BERY)

Charles Schwab Investment Management Inc. Raises Stock Holdings in Berry Global Group Inc (NYSE:BERY)

Charles Schwab Investment Management Inc. boosted its holdings in Berry Global Group Inc (NYSE:BERY) by 28.9% in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 757,488 shares... 
Charles Schwab Investment Management Inc. Sells 18,347 Shares of Federated Investors Inc (NYSE:FII)

Charles Schwab Investment Management Inc. Sells 18,347 Shares of Federated Investors Inc (NYSE:FII)

Charles Schwab Investment Management Inc. reduced its position in shares of Federated Investors Inc (NYSE:FII) by 1.5% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange... 
Charles Schwab Investment Management Inc. Raises Position in OGE Energy Corp. (NYSE:OGE)

Charles Schwab Investment Management Inc. Raises Position in OGE Energy Corp. (NYSE:OGE)

Charles Schwab Investment Management Inc. lifted its stake in OGE Energy Corp. (NYSE:OGE) by 2.6% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... 
Charles Schwab Investment Management Inc. Has $41.40 Million Holdings in Cognex Co. (NASDAQ:CGNX)

Charles Schwab Investment Management Inc. Has $41.40 Million Holdings in Cognex Co. (NASDAQ:CGNX)

Charles Schwab Investment Management Inc. raised its position in shares of Cognex Co. (NASDAQ:CGNX) by 3.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... 
Aecom (NYSE:ACM) Shares Bought by Charles Schwab Investment Management Inc.

Aecom (NYSE:ACM) Shares Bought by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. lifted its stake in Aecom (NYSE:ACM) by 3.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,105,358... 
JPMorgan Chase & Co. Cuts Stake in CVB Financial Corp. (NASDAQ:CVBF)

JPMorgan Chase & Co. Cuts Stake in CVB Financial Corp. (NASDAQ:CVBF)

JPMorgan Chase & Co. lessened its stake in CVB Financial Corp. (NASDAQ:CVBF) by 4.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned... 
Charles Schwab Investment Management Inc. Purchases 12,134 Shares of SAGE Therapeutics Inc (NASDAQ:SAGE)

Charles Schwab Investment Management Inc. Purchases 12,134 Shares of SAGE Therapeutics Inc (NASDAQ:SAGE)

Charles Schwab Investment Management Inc. lifted its stake in SAGE Therapeutics Inc (NASDAQ:SAGE) by 5.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... 
Charles Schwab Investment Management Inc. Grows Stake in Science Applications International Corp (NYSE:SAIC)

Charles Schwab Investment Management Inc. Grows Stake in Science Applications International Corp (NYSE:SAIC)

Charles Schwab Investment Management Inc. lifted its stake in Science Applications International Corp (NYSE:SAIC) by 4.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange... 
Cable One Inc (NYSE:CABO) Shares Sold by Charles Schwab Investment Management Inc.

Cable One Inc (NYSE:CABO) Shares Sold by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. lessened its stake in Cable One Inc (NYSE:CABO) by 0.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... 
JPMorgan Chase & Co. Has $7.94 Million Stake in ViaSat, Inc. (NASDAQ:VSAT)

JPMorgan Chase & Co. Has $7.94 Million Stake in ViaSat, Inc. (NASDAQ:VSAT)

JPMorgan Chase & Co. lifted its stake in ViaSat, Inc. (NASDAQ:VSAT) by 125.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 97,534... 
A. O. Smith Corp (NYSE:AOS) Shares Purchased by Charles Schwab Investment Management Inc.

A. O. Smith Corp (NYSE:AOS) Shares Purchased by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. lifted its stake in A. O. Smith Corp (NYSE:AOS) by 2.8% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... 
Athene Holding Ltd (NYSE:ATH) Shares Sold by Envestnet Asset Management Inc.

Athene Holding Ltd (NYSE:ATH) Shares Sold by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. decreased its position in shares of Athene Holding Ltd (NYSE:ATH) by 13.1% during the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... 
Envestnet Asset Management Inc. Takes $627,000 Position in Enstar Group Ltd. (NASDAQ:ESGR)

Envestnet Asset Management Inc. Takes $627,000 Position in Enstar Group Ltd. (NASDAQ:ESGR)

Envestnet Asset Management Inc. bought a new position in shares of Enstar Group Ltd. (NASDAQ:ESGR) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... 
Versum Materials Inc (NYSE:VSM) Shares Sold by BB&T Securities LLC

Versum Materials Inc (NYSE:VSM) Shares Sold by BB&T Securities LLC

BB&T Securities LLC reduced its holdings in Versum Materials Inc (NYSE:VSM) by 24.4% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned... 
United Microelectronics Corp (NYSE:UMC) Shares Sold by Comerica Bank

United Microelectronics Corp (NYSE:UMC) Shares Sold by Comerica Bank

Comerica Bank decreased its holdings in United Microelectronics Corp (NYSE:UMC) by 4.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... 
Lowe’s Companies, Inc. (NYSE:LOW) Shares Sold by Beck Mack & Oliver LLC

Lowe’s Companies, Inc. (NYSE:LOW) Shares Sold by Beck Mack & Oliver LLC

Beck Mack & Oliver LLC trimmed its position in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 4.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... 
Synovus Financial Corp. (NYSE:SNV) Shares Acquired by Charles Schwab Investment Management Inc.

Synovus Financial Corp. (NYSE:SNV) Shares Acquired by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. increased its stake in Synovus Financial Corp. (NYSE:SNV) by 2.2% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,229,167 shares... 
Caisse DE Depot ET Placement DU Quebec Buys New Shares in Tableau Software Inc (NYSE:DATA)

Caisse DE Depot ET Placement DU Quebec Buys New Shares in Tableau Software Inc (NYSE:DATA)

Caisse DE Depot ET Placement DU Quebec bought a new position in Tableau Software Inc (NYSE:DATA) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 1,900... 
Etsy Inc (NASDAQ:ETSY) Shares Sold by Charles Schwab Investment Management Inc.

Etsy Inc (NASDAQ:ETSY) Shares Sold by Charles Schwab Investment Management Inc.

Charles Schwab Investment Management Inc. trimmed its position in Etsy Inc (NASDAQ:ETSY) by 23.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The...