Home » Author Archive

Pegasus Partners Ltd. Boosts Position in Accenture Plc (NYSE:ACN)

Pegasus Partners Ltd. Boosts Position in Accenture Plc (NYSE:ACN)

Pegasus Partners Ltd. raised its position in Accenture Plc (NYSE:ACN) by 39.1% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,999... 
Cape Cod Five Cents Savings Bank Sells 275 Shares of Dominion Energy Inc (NYSE:D)

Cape Cod Five Cents Savings Bank Sells 275 Shares of Dominion Energy Inc (NYSE:D)

Cape Cod Five Cents Savings Bank reduced its stake in Dominion Energy Inc (NYSE:D) by 4.8% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional... 
Column Capital Advisors LLC Reduces Stock Position in Chevron Co. (NYSE:CVX)

Column Capital Advisors LLC Reduces Stock Position in Chevron Co. (NYSE:CVX)

Column Capital Advisors LLC lessened its position in shares of Chevron Co. (NYSE:CVX) by 22.1% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,360 shares of the oil and... 
Security National Trust Co. Lowers Position in Lowe’s Companies, Inc. (NYSE:LOW)

Security National Trust Co. Lowers Position in Lowe’s Companies, Inc. (NYSE:LOW)

Security National Trust Co. cut its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW) by 4.5% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,745 shares... 
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Has $976,000 Position in Accenture Plc (NYSE:ACN)

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Has $976,000 Position in Accenture Plc (NYSE:ACN)

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in Accenture Plc (NYSE:ACN) by 24.9% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 5,979... 
Security National Trust Co. Acquires 874 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Security National Trust Co. Acquires 874 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Security National Trust Co. increased its holdings in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 7.1% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... 
Security National Trust Co. Grows Stock Holdings in Adobe Inc (NASDAQ:ADBE)

Security National Trust Co. Grows Stock Holdings in Adobe Inc (NASDAQ:ADBE)

Security National Trust Co. raised its position in shares of Adobe Inc (NASDAQ:ADBE) by 12.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned... 
Security National Trust Co. Boosts Stake in ConocoPhillips (NYSE:COP)

Security National Trust Co. Boosts Stake in ConocoPhillips (NYSE:COP)

Security National Trust Co. increased its stake in shares of ConocoPhillips (NYSE:COP) by 1.2% in the first quarter, according to its most recent 13F filing with the SEC. The firm owned 30,269 shares of the energy producer’s... 
Pegasus Partners Ltd. Buys 9,312 Shares of United Parcel Service, Inc. (NYSE:UPS)

Pegasus Partners Ltd. Buys 9,312 Shares of United Parcel Service, Inc. (NYSE:UPS)

Pegasus Partners Ltd. increased its stake in United Parcel Service, Inc. (NYSE:UPS) by 52.4% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned... 
Security National Trust Co. Has $1.54 Million Position in Eli Lilly And Co (NYSE:LLY)

Security National Trust Co. Has $1.54 Million Position in Eli Lilly And Co (NYSE:LLY)

Security National Trust Co. reduced its stake in Eli Lilly And Co (NYSE:LLY) by 0.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor... 
Norfolk Southern Corp. (NYSE:NSC) Shares Sold by Haverford Trust Co.

Norfolk Southern Corp. (NYSE:NSC) Shares Sold by Haverford Trust Co.

Haverford Trust Co. lessened its stake in Norfolk Southern Corp. (NYSE:NSC) by 2.5% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 16,879 shares... 
Column Capital Advisors LLC Has $38,000 Holdings in Motorola Solutions Inc (NYSE:MSI)

Column Capital Advisors LLC Has $38,000 Holdings in Motorola Solutions Inc (NYSE:MSI)

Column Capital Advisors LLC lifted its holdings in shares of Motorola Solutions Inc (NYSE:MSI) by 166.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 288 shares... 
Sherwin-Williams Co (NYSE:SHW) Shares Bought by Haverford Trust Co.

Sherwin-Williams Co (NYSE:SHW) Shares Bought by Haverford Trust Co.

Haverford Trust Co. grew its position in shares of Sherwin-Williams Co (NYSE:SHW) by 5.0% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... 
South Dakota Investment Council Has $7.32 Million Stock Position in CyrusOne Inc (NASDAQ:CONE)

South Dakota Investment Council Has $7.32 Million Stock Position in CyrusOne Inc (NASDAQ:CONE)

South Dakota Investment Council raised its holdings in shares of CyrusOne Inc (NASDAQ:CONE) by 23.6% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... 
Altria Group Inc (NYSE:MO) Shares Purchased by Security National Trust Co.

Altria Group Inc (NYSE:MO) Shares Purchased by Security National Trust Co.

Security National Trust Co. raised its stake in shares of Altria Group Inc (NYSE:MO) by 6.0% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 25,284 shares of the company’s stock... 
Wilkins Investment Counsel Inc. Decreases Position in Fastenal (NASDAQ:FAST)

Wilkins Investment Counsel Inc. Decreases Position in Fastenal (NASDAQ:FAST)

Wilkins Investment Counsel Inc. trimmed its position in shares of Fastenal (NASDAQ:FAST) by 0.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... 
Mcdonald’s Corp (NYSE:MCD) Shares Sold by Rowland & Co. Investment Counsel ADV

Mcdonald’s Corp (NYSE:MCD) Shares Sold by Rowland & Co. Investment Counsel ADV

Rowland & Co. Investment Counsel ADV decreased its stake in shares of Mcdonald’s Corp (NYSE:MCD) by 1.2% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 46,520 shares of... 
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Stock Position Increased by Magnus Financial Group LLC

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Stock Position Increased by Magnus Financial Group LLC

Magnus Financial Group LLC raised its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) by 7.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... 
Magnus Financial Group LLC Purchases 3,512 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Magnus Financial Group LLC Purchases 3,512 Shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE)

Magnus Financial Group LLC lifted its position in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE) by 6.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... 
Acadian Asset Management LLC Reduces Stock Position in Lam Research Co. (NASDAQ:LRCX)

Acadian Asset Management LLC Reduces Stock Position in Lam Research Co. (NASDAQ:LRCX)

Acadian Asset Management LLC lowered its position in shares of Lam Research Co. (NASDAQ:LRCX) by 6.4% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 184,973... 
Integer Wealth Advisors Group LLC Lowers Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Integer Wealth Advisors Group LLC Lowers Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)

Integer Wealth Advisors Group LLC trimmed its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM) by 4.2% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 20,302 shares... 
Walt Disney Co (NYSE:DIS) Shares Sold by Arjuna Capital

Walt Disney Co (NYSE:DIS) Shares Sold by Arjuna Capital

Arjuna Capital lessened its stake in Walt Disney Co (NYSE:DIS) by 1.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 14,813 shares of the entertainment giant’s stock after selling 294 shares... 
Acadian Asset Management LLC Has $47.17 Million Holdings in HCA Healthcare Inc (NYSE:HCA)

Acadian Asset Management LLC Has $47.17 Million Holdings in HCA Healthcare Inc (NYSE:HCA)

Acadian Asset Management LLC lifted its holdings in HCA Healthcare Inc (NYSE:HCA) by 24.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor ... 
Acadian Asset Management LLC Increases Stake in Washington Federal Inc. (NASDAQ:WAFD)

Acadian Asset Management LLC Increases Stake in Washington Federal Inc. (NASDAQ:WAFD)

Acadian Asset Management LLC grew its position in shares of Washington Federal Inc. (NASDAQ:WAFD) by 20.1% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,045,005 shares... 
State Street Corp Sells 716,921 Shares of CSX Co. (NASDAQ:CSX)

State Street Corp Sells 716,921 Shares of CSX Co. (NASDAQ:CSX)

State Street Corp decreased its position in CSX Co. (NASDAQ:CSX) by 2.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned... 
Air Products & Chemicals, Inc. (NYSE:APD) Stock Position Reduced by State Street Corp

Air Products & Chemicals, Inc. (NYSE:APD) Stock Position Reduced by State Street Corp

State Street Corp cut its stake in shares of Air Products & Chemicals, Inc. (NYSE:APD) by 3.7% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,782,189 shares... 
Cornerstone Advisory LLC Increases Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

Cornerstone Advisory LLC Increases Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

Cornerstone Advisory LLC raised its stake in Lockheed Martin Co. (NYSE:LMT) by 5.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 961 shares of the aerospace... 
State Street Corp Reduces Holdings in Lam Research Co. (NASDAQ:LRCX)

State Street Corp Reduces Holdings in Lam Research Co. (NASDAQ:LRCX)

State Street Corp trimmed its stake in Lam Research Co. (NASDAQ:LRCX) by 1.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,377,894 shares... 
General Dynamics Co. (NYSE:GD) Shares Sold by State Street Corp

General Dynamics Co. (NYSE:GD) Shares Sold by State Street Corp

State Street Corp lowered its stake in General Dynamics Co. (NYSE:GD) by 2.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,752,965... 
Empirical Financial Services LLC d.b.a. Empirical Wealth Management Purchases 987 Shares of Mastercard Inc (NYSE:MA)

Empirical Financial Services LLC d.b.a. Empirical Wealth Management Purchases 987 Shares of Mastercard Inc (NYSE:MA)

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in Mastercard Inc (NYSE:MA) by 93.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission... 
Cape Cod Five Cents Savings Bank Sells 260 Shares of Facebook, Inc. (NASDAQ:FB)

Cape Cod Five Cents Savings Bank Sells 260 Shares of Facebook, Inc. (NASDAQ:FB)

Cape Cod Five Cents Savings Bank lessened its holdings in shares of Facebook, Inc. (NASDAQ:FB) by 17.4% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,232... 
ConocoPhillips (NYSE:COP) Shares Sold by Haverford Trust Co.

ConocoPhillips (NYSE:COP) Shares Sold by Haverford Trust Co.

Haverford Trust Co. trimmed its holdings in shares of ConocoPhillips (NYSE:COP) by 6.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 43,331... 
IFG Advisory LLC Reduces Stock Position in Global Payments Inc (NYSE:GPN)

IFG Advisory LLC Reduces Stock Position in Global Payments Inc (NYSE:GPN)

IFG Advisory LLC cut its stake in Global Payments Inc (NYSE:GPN) by 11.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 4,011 shares... 
Cape Cod Five Cents Savings Bank Takes $612,000 Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Cape Cod Five Cents Savings Bank Takes $612,000 Position in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Cape Cod Five Cents Savings Bank acquired a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO) in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 2,584... 
Rowland & Co. Investment Counsel ADV Has $800,000 Stake in WEC Energy Group Inc (NYSE:WEC)

Rowland & Co. Investment Counsel ADV Has $800,000 Stake in WEC Energy Group Inc (NYSE:WEC)

Rowland & Co. Investment Counsel ADV decreased its position in shares of WEC Energy Group Inc (NYSE:WEC) by 1.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange... 
Rowland & Co. Investment Counsel ADV Cuts Position in BIO-TECHNE Corp (NASDAQ:TECH)

Rowland & Co. Investment Counsel ADV Cuts Position in BIO-TECHNE Corp (NASDAQ:TECH)

Rowland & Co. Investment Counsel ADV trimmed its position in shares of BIO-TECHNE Corp (NASDAQ:TECH) by 4.1% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 16,502 shares of... 
Security National Trust Co. Raises Stock Position in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)

Security National Trust Co. Raises Stock Position in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK)

Security National Trust Co. grew its holdings in iShares S&P Mid-Cap 400 Growth ETF (NYSEARCA:IJK) by 3.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... 
Security National Trust Co. Sells 232 Shares of CVS Health Corp (NYSE:CVS)

Security National Trust Co. Sells 232 Shares of CVS Health Corp (NYSE:CVS)

Security National Trust Co. cut its stake in CVS Health Corp (NYSE:CVS) by 0.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,462 shares of... 
WEC Energy Group Inc (NYSE:WEC) Shares Sold by Martingale Asset Management L P

WEC Energy Group Inc (NYSE:WEC) Shares Sold by Martingale Asset Management L P

Martingale Asset Management L P reduced its stake in WEC Energy Group Inc (NYSE:WEC) by 2.3% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 166,918 shares of the utilities provider’s... 
iShares Edge MSCI Min Vol USA ETF (BATS:USMV) Holdings Lowered by Magnus Financial Group LLC

iShares Edge MSCI Min Vol USA ETF (BATS:USMV) Holdings Lowered by Magnus Financial Group LLC

Magnus Financial Group LLC trimmed its stake in shares of iShares Edge MSCI Min Vol USA ETF (BATS:USMV) by 10.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... 
State Street Corp Has $1.57 Billion Stock Position in Charles Schwab Co. (NYSE:SCHW)

State Street Corp Has $1.57 Billion Stock Position in Charles Schwab Co. (NYSE:SCHW)

State Street Corp lowered its stake in Charles Schwab Co. (NYSE:SCHW) by 6.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned... 
Fjarde AP Fonden Fourth Swedish National Pension Fund Acquires 6,900 Shares of Illinois Tool Works Inc. (NYSE:ITW)

Fjarde AP Fonden Fourth Swedish National Pension Fund Acquires 6,900 Shares of Illinois Tool Works Inc. (NYSE:ITW)

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its position in shares of Illinois Tool Works Inc. (NYSE:ITW) by 21.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange... 
Intuit (NASDAQ:INTU) Price Target Raised to $340.00

Intuit (NASDAQ:INTU) Price Target Raised to $340.00

Intuit (NASDAQ:INTU) had its target price increased by Jefferies Financial Group from $320.00 to $340.00 in a research note issued to investors on Friday morning, The Fly reports. They currently have a buy rating on the software maker’s... 
Roundview Capital LLC Sells 7,674 Shares of Phillips 66 (NYSE:PSX)

Roundview Capital LLC Sells 7,674 Shares of Phillips 66 (NYSE:PSX)

Roundview Capital LLC trimmed its position in shares of Phillips 66 (NYSE:PSX) by 43.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 10,095... 
Cape Cod Five Cents Savings Bank Sells 644 Shares of Applied Materials, Inc. (NASDAQ:AMAT)

Cape Cod Five Cents Savings Bank Sells 644 Shares of Applied Materials, Inc. (NASDAQ:AMAT)

Cape Cod Five Cents Savings Bank lessened its holdings in Applied Materials, Inc. (NASDAQ:AMAT) by 7.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 8,143... 
AFLAC Incorporated (NYSE:AFL) Shares Sold by Rowland & Co. Investment Counsel ADV

AFLAC Incorporated (NYSE:AFL) Shares Sold by Rowland & Co. Investment Counsel ADV

Rowland & Co. Investment Counsel ADV reduced its position in AFLAC Incorporated (NYSE:AFL) by 1.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... 
Rowland & Co. Investment Counsel ADV Invests $229,000 in Vanguard Growth ETF (NYSEARCA:VUG)

Rowland & Co. Investment Counsel ADV Invests $229,000 in Vanguard Growth ETF (NYSEARCA:VUG)

Rowland & Co. Investment Counsel ADV purchased a new position in Vanguard Growth ETF (NYSEARCA:VUG) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... 
South Dakota Investment Council Has $3.69 Million Stock Holdings in Broadcom Inc (NASDAQ:AVGO)

South Dakota Investment Council Has $3.69 Million Stock Holdings in Broadcom Inc (NASDAQ:AVGO)

South Dakota Investment Council grew its stake in shares of Broadcom Inc (NASDAQ:AVGO) by 1.2% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 15,546 shares... 
Dollar General Corp. (NYSE:DG) Stake Increased by State Street Corp

Dollar General Corp. (NYSE:DG) Stake Increased by State Street Corp

State Street Corp lifted its stake in Dollar General Corp. (NYSE:DG) by 0.4% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 11,394,721 shares of the company’s... 
State Street Corp Has $1.79 Billion Stock Holdings in Consolidated Edison, Inc. (NYSE:ED)

State Street Corp Has $1.79 Billion Stock Holdings in Consolidated Edison, Inc. (NYSE:ED)

State Street Corp lifted its stake in Consolidated Edison, Inc. (NYSE:ED) by 2.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 23,001,557 shares of the...