Home » Author Archive

Image for Sentry Investment Management LLC Reduces Stock Holdings in Omnicom Group Inc. (NYSE:OMC)

Sentry Investment Management LLC Reduces Stock Holdings in Omnicom Group Inc. (NYSE:OMC)

Sentry Investment Management LLC lessened its stake in Omnicom Group Inc. (NYSE:OMC – Free Report) by 9.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Snap-on Incorporated (NYSE:SNA) Holdings Decreased by Zurcher Kantonalbank Zurich Cantonalbank

Snap-on Incorporated (NYSE:SNA) Holdings Decreased by Zurcher Kantonalbank Zurich Cantonalbank

Zurcher Kantonalbank Zurich Cantonalbank trimmed its position in Snap-on Incorporated (NYSE:SNA – Free Report) by 1.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Entergy Co. (NYSE:ETR) Shares Purchased by Mackenzie Financial Corp

Entergy Co. (NYSE:ETR) Shares Purchased by Mackenzie Financial Corp

Mackenzie Financial Corp grew its holdings in shares of Entergy Co. (NYSE:ETR – Free Report) by 61.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 164,542 shares of the... More of this article »
Image for SVB Wealth LLC Boosts Stake in ONEOK, Inc. (NYSE:OKE)

SVB Wealth LLC Boosts Stake in ONEOK, Inc. (NYSE:OKE)

SVB Wealth LLC boosted its stake in ONEOK, Inc. (NYSE:OKE – Free Report) by 6.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned... More of this article »
Image for Zurcher Kantonalbank Zurich Cantonalbank Has $15.46 Million Stake in PTC Inc. (NASDAQ:PTC)

Zurcher Kantonalbank Zurich Cantonalbank Has $15.46 Million Stake in PTC Inc. (NASDAQ:PTC)

Zurcher Kantonalbank Zurich Cantonalbank raised its position in shares of PTC Inc. (NASDAQ:PTC – Free Report) by 205.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Wealth Alliance Has $271,000 Holdings in Laboratory Co. of America Holdings (NYSE:LH)

Wealth Alliance Has $271,000 Holdings in Laboratory Co. of America Holdings (NYSE:LH)

Wealth Alliance lessened its holdings in shares of Laboratory Co. of America Holdings (NYSE:LH – Free Report) by 14.0% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,191 shares of... More of this article »
Image for Avior Wealth Management LLC Trims Stake in Blue Owl Capital Inc. (NYSE:OWL)

Avior Wealth Management LLC Trims Stake in Blue Owl Capital Inc. (NYSE:OWL)

Avior Wealth Management LLC trimmed its stake in Blue Owl Capital Inc. (NYSE:OWL – Free Report) by 8.9% in the 4th quarter, HoldingsChannel reports. The firm owned 29,403 shares of the company’s stock after selling 2,872... More of this article »
Image for Sentry Investment Management LLC Buys Shares of 697 Jabil Inc. (NYSE:JBL)

Sentry Investment Management LLC Buys Shares of 697 Jabil Inc. (NYSE:JBL)

Sentry Investment Management LLC purchased a new position in shares of Jabil Inc. (NYSE:JBL – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Wealth Alliance Takes Position in Bank of Montreal (NYSE:BMO)

Wealth Alliance Takes Position in Bank of Montreal (NYSE:BMO)

Wealth Alliance purchased a new stake in Bank of Montreal (NYSE:BMO – Free Report) (TSE:BMO) in the fourth quarter, Holdings Channel.com reports. The fund purchased 2,424 shares of the bank’s stock, valued at approximately... More of this article »
Image for Mackenzie Financial Corp Has $16.04 Million Stake in Brixmor Property Group Inc. (NYSE:BRX)

Mackenzie Financial Corp Has $16.04 Million Stake in Brixmor Property Group Inc. (NYSE:BRX)

Mackenzie Financial Corp lifted its stake in Brixmor Property Group Inc. (NYSE:BRX – Free Report) by 189.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Desjardins Global Asset Management Inc. Reduces Stake in Domino’s Pizza, Inc. (NYSE:DPZ)

Desjardins Global Asset Management Inc. Reduces Stake in Domino’s Pizza, Inc. (NYSE:DPZ)

Desjardins Global Asset Management Inc. lowered its holdings in Domino’s Pizza, Inc. (NYSE:DPZ – Free Report) by 54.4% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Image for Apollo Global Management, Inc. (NYSE:APO) Shares Bought by Capital Analysts LLC

Apollo Global Management, Inc. (NYSE:APO) Shares Bought by Capital Analysts LLC

Capital Analysts LLC raised its holdings in Apollo Global Management, Inc. (NYSE:APO – Free Report) by 150.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Image for Desjardins Global Asset Management Inc. Grows Stock Holdings in Molina Healthcare, Inc. (NYSE:MOH)

Desjardins Global Asset Management Inc. Grows Stock Holdings in Molina Healthcare, Inc. (NYSE:MOH)

Desjardins Global Asset Management Inc. lifted its position in shares of Molina Healthcare, Inc. (NYSE:MOH – Free Report) by 4.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 763 shares... More of this article »
Image for AstraZeneca PLC (NASDAQ:AZN) Shares Sold by Mackenzie Financial Corp

AstraZeneca PLC (NASDAQ:AZN) Shares Sold by Mackenzie Financial Corp

Mackenzie Financial Corp cut its holdings in shares of AstraZeneca PLC (NASDAQ:AZN – Free Report) by 3.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Riverstone Advisors LLC Takes $234,000 Position in Alphabet Inc. (NASDAQ:GOOG)

Riverstone Advisors LLC Takes $234,000 Position in Alphabet Inc. (NASDAQ:GOOG)

Riverstone Advisors LLC acquired a new stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 1,660... More of this article »
Image for Hologic, Inc. (NASDAQ:HOLX) Shares Sold by SVB Wealth LLC

Hologic, Inc. (NASDAQ:HOLX) Shares Sold by SVB Wealth LLC

SVB Wealth LLC reduced its holdings in shares of Hologic, Inc. (NASDAQ:HOLX – Free Report) by 17.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Kimberly-Clark Co. (NYSE:KMB) Shares Sold by SVB Wealth LLC

Kimberly-Clark Co. (NYSE:KMB) Shares Sold by SVB Wealth LLC

SVB Wealth LLC lessened its stake in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 1.1% during the fourth quarter, HoldingsChannel reports. The firm owned 8,615 shares of the company’s stock after selling 94... More of this article »
Image for SVB Wealth LLC Has $1.03 Million Holdings in W.W. Grainger, Inc. (NYSE:GWW)

SVB Wealth LLC Has $1.03 Million Holdings in W.W. Grainger, Inc. (NYSE:GWW)

SVB Wealth LLC grew its position in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 9.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,243 shares... More of this article »
Image for Peter B. Crawford Sells 5,482 Shares of The Charles Schwab Co. (NYSE:SCHW) Stock

Peter B. Crawford Sells 5,482 Shares of The Charles Schwab Co. (NYSE:SCHW) Stock

The Charles Schwab Co. (NYSE:SCHW – Get Free Report) CFO Peter B. Crawford sold 5,482 shares of the business’s stock in a transaction on Thursday, April 18th. The stock was sold at an average price of $73.46, for a total... More of this article »
Image for Northrop Grumman Co. (NYSE:NOC) Shares Bought by Avior Wealth Management LLC

Northrop Grumman Co. (NYSE:NOC) Shares Bought by Avior Wealth Management LLC

Avior Wealth Management LLC lifted its holdings in shares of Northrop Grumman Co. (NYSE:NOC – Free Report) by 198.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Zurcher Kantonalbank Zurich Cantonalbank Acquires 851,751 Shares of Huntington Bancshares Incorporated (NASDAQ:HBAN)

Zurcher Kantonalbank Zurich Cantonalbank Acquires 851,751 Shares of Huntington Bancshares Incorporated (NASDAQ:HBAN)

Zurcher Kantonalbank Zurich Cantonalbank boosted its holdings in Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 352.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned... More of this article »
Image for SVB Wealth LLC Purchases 516 Shares of Novartis AG (NYSE:NVS)

SVB Wealth LLC Purchases 516 Shares of Novartis AG (NYSE:NVS)

SVB Wealth LLC boosted its position in Novartis AG (NYSE:NVS – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Zurcher Kantonalbank Zurich Cantonalbank Purchases 1,752 Shares of MSCI Inc. (NYSE:MSCI)

Zurcher Kantonalbank Zurich Cantonalbank Purchases 1,752 Shares of MSCI Inc. (NYSE:MSCI)

Zurcher Kantonalbank Zurich Cantonalbank raised its position in shares of MSCI Inc. (NYSE:MSCI – Free Report) by 7.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Everence Capital Management Inc. Has $249,000 Stake in ADTRAN Holdings, Inc. (NASDAQ:ADTN)

Everence Capital Management Inc. Has $249,000 Stake in ADTRAN Holdings, Inc. (NASDAQ:ADTN)

Everence Capital Management Inc. boosted its holdings in shares of ADTRAN Holdings, Inc. (NASDAQ:ADTN – Free Report) by 142.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Desjardins Global Asset Management Inc. Has $178,000 Stock Holdings in Amphenol Co. (NYSE:APH)

Desjardins Global Asset Management Inc. Has $178,000 Stock Holdings in Amphenol Co. (NYSE:APH)

Desjardins Global Asset Management Inc. lessened its holdings in Amphenol Co. (NYSE:APH – Free Report) by 25.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Wells Fargo & Company (NYSE:WFC) Shares Sold by Flputnam Investment Management Co.

Wells Fargo & Company (NYSE:WFC) Shares Sold by Flputnam Investment Management Co.

Flputnam Investment Management Co. reduced its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 26.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,706 shares of the financial services... More of this article »
Image for Strs Ohio Cuts Position in Independence Realty Trust, Inc. (NYSE:IRT)

Strs Ohio Cuts Position in Independence Realty Trust, Inc. (NYSE:IRT)

Strs Ohio cut its stake in Independence Realty Trust, Inc. (NYSE:IRT – Free Report) by 6.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 281,785 shares of the real... More of this article »
Image for Strs Ohio Increases Holdings in Match Group, Inc. (NASDAQ:MTCH)

Strs Ohio Increases Holdings in Match Group, Inc. (NASDAQ:MTCH)

Strs Ohio lifted its position in shares of Match Group, Inc. (NASDAQ:MTCH – Free Report) by 50.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for Strs Ohio Trims Stock Holdings in Westlake Co. (NYSE:WLK)

Strs Ohio Trims Stock Holdings in Westlake Co. (NYSE:WLK)

Strs Ohio lowered its position in Westlake Co. (NYSE:WLK – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 33,888... More of this article »
Image for Everence Capital Management Inc. Purchases 69,820 Shares of Lumen Technologies, Inc. (NYSE:LUMN)

Everence Capital Management Inc. Purchases 69,820 Shares of Lumen Technologies, Inc. (NYSE:LUMN)

Everence Capital Management Inc. raised its position in shares of Lumen Technologies, Inc. (NYSE:LUMN – Free Report) by 75.1% in the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Image for 9,530 Shares in The Simply Good Foods Company (NASDAQ:SMPL) Acquired by Everence Capital Management Inc.

9,530 Shares in The Simply Good Foods Company (NASDAQ:SMPL) Acquired by Everence Capital Management Inc.

Everence Capital Management Inc. purchased a new position in shares of The Simply Good Foods Company (NASDAQ:SMPL – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Everence Capital Management Inc. Takes $400,000 Position in Organon & Co. (NYSE:OGN)

Everence Capital Management Inc. Takes $400,000 Position in Organon & Co. (NYSE:OGN)

Everence Capital Management Inc. bought a new stake in Organon & Co. (NYSE:OGN – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 27,720 shares of the company’s... More of this article »
Image for Everence Capital Management Inc. Invests $393,000 in DaVita Inc. (NYSE:DVA)

Everence Capital Management Inc. Invests $393,000 in DaVita Inc. (NYSE:DVA)

Everence Capital Management Inc. purchased a new stake in shares of DaVita Inc. (NYSE:DVA – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 3,750 shares of the company’s stock, valued... More of this article »
Image for Wealth Alliance Trims Position in Aptiv PLC (NYSE:APTV)

Wealth Alliance Trims Position in Aptiv PLC (NYSE:APTV)

Wealth Alliance decreased its position in shares of Aptiv PLC (NYSE:APTV – Free Report) by 10.5% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 3,231 shares of the auto parts company’s... More of this article »
Image for Suncoast Equity Management Has $41.11 Million Stake in Alphabet Inc. (NASDAQ:GOOG)

Suncoast Equity Management Has $41.11 Million Stake in Alphabet Inc. (NASDAQ:GOOG)

Suncoast Equity Management trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for SVB Wealth LLC Sells 7,569 Shares of Hercules Capital, Inc. (NYSE:HTGC)

SVB Wealth LLC Sells 7,569 Shares of Hercules Capital, Inc. (NYSE:HTGC)

SVB Wealth LLC reduced its stake in shares of Hercules Capital, Inc. (NYSE:HTGC – Free Report) by 10.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 66,572 shares of the financial services... More of this article »
Image for UL Solutions Inc. (NYSE:ULS) Director James M. Shannon Purchases 7,142 Shares of Stock

UL Solutions Inc. (NYSE:ULS) Director James M. Shannon Purchases 7,142 Shares of Stock

UL Solutions Inc. (NYSE:ULS – Get Free Report) Director James M. Shannon acquired 7,142 shares of the firm’s stock in a transaction that occurred on Tuesday, April 16th. The shares were bought at an average price of $28.00... More of this article »
Image for UL Solutions Inc. (NYSE:ULS) EVP Linda S. Chapin Acquires 1,785 Shares

UL Solutions Inc. (NYSE:ULS) EVP Linda S. Chapin Acquires 1,785 Shares

UL Solutions Inc. (NYSE:ULS – Get Free Report) EVP Linda S. Chapin purchased 1,785 shares of the business’s stock in a transaction on Tuesday, April 16th. The stock was purchased at an average price of $28.00 per share,... More of this article »
Image for Vontobel Holding Ltd. Has $3.26 Million Stake in United Airlines Holdings, Inc. (NASDAQ:UAL)

Vontobel Holding Ltd. Has $3.26 Million Stake in United Airlines Holdings, Inc. (NASDAQ:UAL)

Vontobel Holding Ltd. lowered its stake in shares of United Airlines Holdings, Inc. (NASDAQ:UAL – Free Report) by 2.0% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 78,965 shares... More of this article »
Image for Vontobel Holding Ltd. Grows Position in Copart, Inc. (NASDAQ:CPRT)

Vontobel Holding Ltd. Grows Position in Copart, Inc. (NASDAQ:CPRT)

Vontobel Holding Ltd. grew its stake in Copart, Inc. (NASDAQ:CPRT – Free Report) by 1.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund... More of this article »
Image for Signature Estate & Investment Advisors LLC Acquires 1,281 Shares of NVIDIA Co. (NASDAQ:NVDA)

Signature Estate & Investment Advisors LLC Acquires 1,281 Shares of NVIDIA Co. (NASDAQ:NVDA)

Signature Estate & Investment Advisors LLC grew its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 28.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Image for SVB Wealth LLC Has $1.44 Million Stake in Yum! Brands, Inc. (NYSE:YUM)

SVB Wealth LLC Has $1.44 Million Stake in Yum! Brands, Inc. (NYSE:YUM)

SVB Wealth LLC lifted its position in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) by 8.1% during the 4th quarter, HoldingsChannel reports. The fund owned 11,019 shares of the restaurant operator’s stock after... More of this article »
Image for SVB Wealth LLC Has $1.46 Million Position in D.R. Horton, Inc. (NYSE:DHI)

SVB Wealth LLC Has $1.46 Million Position in D.R. Horton, Inc. (NYSE:DHI)

SVB Wealth LLC raised its position in D.R. Horton, Inc. (NYSE:DHI – Free Report) by 6.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Sentry Investment Management LLC Invests $71,000 in Revvity, Inc. (NYSE:RVTY)

Sentry Investment Management LLC Invests $71,000 in Revvity, Inc. (NYSE:RVTY)

Sentry Investment Management LLC bought a new stake in Revvity, Inc. (NYSE:RVTY – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Flputnam Investment Management Co. Sells 548,376 Shares of Nokia Oyj (NYSE:NOK)

Flputnam Investment Management Co. Sells 548,376 Shares of Nokia Oyj (NYSE:NOK)

Flputnam Investment Management Co. cut its stake in Nokia Oyj (NYSE:NOK – Free Report) by 92.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Johnson Controls International plc (NYSE:JCI) Shares Sold by Flputnam Investment Management Co.

Johnson Controls International plc (NYSE:JCI) Shares Sold by Flputnam Investment Management Co.

Flputnam Investment Management Co. decreased its position in Johnson Controls International plc (NYSE:JCI – Free Report) by 90.3% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,899... More of this article »
Image for Flputnam Investment Management Co. Lowers Stock Holdings in Keysight Technologies, Inc. (NYSE:KEYS)

Flputnam Investment Management Co. Lowers Stock Holdings in Keysight Technologies, Inc. (NYSE:KEYS)

Flputnam Investment Management Co. lowered its stake in Keysight Technologies, Inc. (NYSE:KEYS – Free Report) by 50.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Flputnam Investment Management Co. Sells 1,931 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Flputnam Investment Management Co. Sells 1,931 Shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA)

Flputnam Investment Management Co. lowered its stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 22.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Flputnam Investment Management Co. Boosts Stock Holdings in Diageo plc (NYSE:DEO)

Flputnam Investment Management Co. Boosts Stock Holdings in Diageo plc (NYSE:DEO)

Flputnam Investment Management Co. raised its holdings in Diageo plc (NYSE:DEO – Free Report) by 3.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Flputnam Investment Management Co. Buys New Stake in Invesco S&P 500 Equal Weight Materials ETF (NYSEARCA:RSPM)

Flputnam Investment Management Co. Buys New Stake in Invesco S&P 500 Equal Weight Materials ETF (NYSEARCA:RSPM)

Flputnam Investment Management Co. purchased a new position in shares of Invesco S&P 500 Equal Weight Materials ETF (NYSEARCA:RSPM – Free Report) in the fourth quarter, according to the company in its most recent 13F filing... More of this article »