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Joel Isaacson & Co. LLC Purchases Shares of 1,711 Cummins Inc. (NYSE:CMI)

Joel Isaacson & Co. LLC Purchases Shares of 1,711 Cummins Inc. (NYSE:CMI)

Joel Isaacson & Co. LLC purchased a new stake in shares of Cummins Inc. (NYSE:CMI) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 1,711... 
Joel Isaacson & Co. LLC Cuts Holdings in Oracle Co. (NYSE:ORCL)

Joel Isaacson & Co. LLC Cuts Holdings in Oracle Co. (NYSE:ORCL)

Joel Isaacson & Co. LLC trimmed its holdings in shares of Oracle Co. (NYSE:ORCL) by 2.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm... 
Joel Isaacson & Co. LLC Reduces Stock Holdings in The Coca-Cola Co (NYSE:KO)

Joel Isaacson & Co. LLC Reduces Stock Holdings in The Coca-Cola Co (NYSE:KO)

Joel Isaacson & Co. LLC lowered its position in The Coca-Cola Co (NYSE:KO) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 20,460 shares... 
Joel Isaacson & Co. LLC Has $547,000 Holdings in Altria Group Inc (NYSE:MO)

Joel Isaacson & Co. LLC Has $547,000 Holdings in Altria Group Inc (NYSE:MO)

Joel Isaacson & Co. LLC lessened its stake in shares of Altria Group Inc (NYSE:MO) by 7.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned... 
Colgate-Palmolive (NYSE:CL) Holdings Lowered by Joel Isaacson & Co. LLC

Colgate-Palmolive (NYSE:CL) Holdings Lowered by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC trimmed its stake in shares of Colgate-Palmolive (NYSE:CL) by 2.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund... 
Joel Isaacson & Co. LLC Makes New $225,000 Investment in Biogen Inc (NASDAQ:BIIB)

Joel Isaacson & Co. LLC Makes New $225,000 Investment in Biogen Inc (NASDAQ:BIIB)

Joel Isaacson & Co. LLC bought a new position in shares of Biogen Inc (NASDAQ:BIIB) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought... 
Joel Isaacson & Co. LLC Has $2.33 Million Stake in Ross Stores, Inc. (NASDAQ:ROST)

Joel Isaacson & Co. LLC Has $2.33 Million Stake in Ross Stores, Inc. (NASDAQ:ROST)

Joel Isaacson & Co. LLC decreased its position in Ross Stores, Inc. (NASDAQ:ROST) by 2.9% during the 4th quarter, Holdings Channel.com reports. The firm owned 20,009 shares of the apparel retailer’s stock after selling... 
Columbus Circle Investors Cuts Stock Position in Merck & Co., Inc. (NYSE:MRK)

Columbus Circle Investors Cuts Stock Position in Merck & Co., Inc. (NYSE:MRK)

Columbus Circle Investors lessened its position in shares of Merck & Co., Inc. (NYSE:MRK) by 59.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... 
62,581 Shares in Allegiant Travel (NASDAQ:ALGT) Purchased by Columbus Circle Investors

62,581 Shares in Allegiant Travel (NASDAQ:ALGT) Purchased by Columbus Circle Investors

Columbus Circle Investors purchased a new stake in Allegiant Travel (NASDAQ:ALGT) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 62,581... 
Transform Wealth LLC Has $602,000 Stake in Estee Lauder Companies Inc (NYSE:EL)

Transform Wealth LLC Has $602,000 Stake in Estee Lauder Companies Inc (NYSE:EL)

Transform Wealth LLC lowered its stake in Estee Lauder Companies Inc (NYSE:EL) by 11.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,916... 
Transform Wealth LLC Boosts Stock Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Transform Wealth LLC Boosts Stock Holdings in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)

Transform Wealth LLC lifted its position in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 4.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... 
Bristol-Myers Squibb Co (NYSE:BMY) Shares Acquired by Transform Wealth LLC

Bristol-Myers Squibb Co (NYSE:BMY) Shares Acquired by Transform Wealth LLC

Transform Wealth LLC lifted its stake in shares of Bristol-Myers Squibb Co (NYSE:BMY) by 2.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 14,619 shares of the biopharmaceutical... 
Transform Wealth LLC Boosts Stock Position in NextEra Energy Inc (NYSE:NEE)

Transform Wealth LLC Boosts Stock Position in NextEra Energy Inc (NYSE:NEE)

Transform Wealth LLC grew its holdings in NextEra Energy Inc (NYSE:NEE) by 10.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,221... 
Abbott Laboratories (NYSE:ABT) Shares Purchased by Transform Wealth LLC

Abbott Laboratories (NYSE:ABT) Shares Purchased by Transform Wealth LLC

Transform Wealth LLC boosted its stake in shares of Abbott Laboratories (NYSE:ABT) by 46.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... 
Transform Wealth LLC Invests $761,000 in Edwards Lifesciences Corp (NYSE:EW)

Transform Wealth LLC Invests $761,000 in Edwards Lifesciences Corp (NYSE:EW)

Transform Wealth LLC acquired a new position in Edwards Lifesciences Corp (NYSE:EW) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired... 
Transform Wealth LLC Boosts Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Transform Wealth LLC Boosts Stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Transform Wealth LLC boosted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD) by 17.8% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,097... 
Joel Isaacson & Co. LLC Grows Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Joel Isaacson & Co. LLC Grows Stock Holdings in Vanguard Small-Cap ETF (NYSEARCA:VB)

Joel Isaacson & Co. LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB) by 3.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... 
Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Acquired by Joel Isaacson & Co. LLC

Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Acquired by Joel Isaacson & Co. LLC

Joel Isaacson & Co. LLC lifted its position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) by 6.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... 
ITT Inc (NYSE:ITT) Stake Cut by Trust Co. of Oklahoma

ITT Inc (NYSE:ITT) Stake Cut by Trust Co. of Oklahoma

Trust Co. of Oklahoma reduced its holdings in ITT Inc (NYSE:ITT) by 16.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,408... 
Columbus Circle Investors Lowers Stake in Mirati Therapeutics Inc (NASDAQ:MRTX)

Columbus Circle Investors Lowers Stake in Mirati Therapeutics Inc (NASDAQ:MRTX)

Columbus Circle Investors reduced its position in shares of Mirati Therapeutics Inc (NASDAQ:MRTX) by 1.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... 
Trust Co. of Oklahoma Has $2.51 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Trust Co. of Oklahoma Has $2.51 Million Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Trust Co. of Oklahoma boosted its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 152.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... 
Columbus Circle Investors Makes New Investment in First Republic Bank (NYSE:FRC)

Columbus Circle Investors Makes New Investment in First Republic Bank (NYSE:FRC)

Columbus Circle Investors purchased a new stake in First Republic Bank (NYSE:FRC) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased... 
Columbus Circle Investors Acquires New Shares in Snap Inc (NYSE:SNAP)

Columbus Circle Investors Acquires New Shares in Snap Inc (NYSE:SNAP)

Columbus Circle Investors acquired a new stake in Snap Inc (NYSE:SNAP) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 168,567 shares of the company’s stock,... 
Columbus Circle Investors Purchases Shares of 467,537 Constellium NV (NYSE:CSTM)

Columbus Circle Investors Purchases Shares of 467,537 Constellium NV (NYSE:CSTM)

Columbus Circle Investors bought a new position in shares of Constellium NV (NYSE:CSTM) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 467,537 shares of the industrial... 
Columbus Circle Investors Sells 29,486 Shares of Alibaba Group Holding Ltd (NYSE:BABA)

Columbus Circle Investors Sells 29,486 Shares of Alibaba Group Holding Ltd (NYSE:BABA)

Columbus Circle Investors reduced its holdings in shares of Alibaba Group Holding Ltd (NYSE:BABA) by 54.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund... 
Trust Co. of Oklahoma Lowers Stock Position in Tyson Foods, Inc. (NYSE:TSN)

Trust Co. of Oklahoma Lowers Stock Position in Tyson Foods, Inc. (NYSE:TSN)

Trust Co. of Oklahoma cut its position in shares of Tyson Foods, Inc. (NYSE:TSN) by 3.0% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 4,850 shares of the company’s stock after selling... 
Trust Co. of Oklahoma Purchases 201 Shares of Mcdonald’s Corp (NYSE:MCD)

Trust Co. of Oklahoma Purchases 201 Shares of Mcdonald’s Corp (NYSE:MCD)

Trust Co. of Oklahoma lifted its position in shares of Mcdonald’s Corp (NYSE:MCD) by 6.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor... 
Trust Co. of Oklahoma Buys 2,485 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Trust Co. of Oklahoma Buys 2,485 Shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)

Trust Co. of Oklahoma boosted its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH) by 134.0% in the fourth quarter, HoldingsChannel reports. The firm owned 4,340 shares of the company’s stock after acquiring an additional... 
Trust Co. of Oklahoma Purchases 1,758 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Trust Co. of Oklahoma Purchases 1,758 Shares of Vanguard Real Estate ETF (NYSEARCA:VNQ)

Trust Co. of Oklahoma lifted its position in Vanguard Real Estate ETF (NYSEARCA:VNQ) by 18.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,503 shares of the exchange... 
Trust Co. of Oklahoma Increases Stock Position in BlackRock, Inc. (NYSE:BLK)

Trust Co. of Oklahoma Increases Stock Position in BlackRock, Inc. (NYSE:BLK)

Trust Co. of Oklahoma boosted its stake in BlackRock, Inc. (NYSE:BLK) by 7.2% during the 4th quarter, Holdings Channel reports. The firm owned 2,748 shares of the asset manager’s stock after buying an additional 185 shares during... 
United Technologies Co. (NYSE:UTX) Shares Sold by Trust Co. of Oklahoma

United Technologies Co. (NYSE:UTX) Shares Sold by Trust Co. of Oklahoma

Trust Co. of Oklahoma trimmed its position in United Technologies Co. (NYSE:UTX) by 1.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor... 
Columbus Circle Investors Makes New $583,000 Investment in Ceridian HCM Holding Inc (NYSE:CDAY)

Columbus Circle Investors Makes New $583,000 Investment in Ceridian HCM Holding Inc (NYSE:CDAY)

Columbus Circle Investors bought a new position in shares of Ceridian HCM Holding Inc (NYSE:CDAY) in the fourth quarter, Holdings Channel reports. The firm bought 8,594 shares of the company’s stock, valued at approximately... 
Biohaven Pharmaceutical Holding Co Ltd (NYSE:BHVN) Stock Position Boosted by Columbus Circle Investors

Biohaven Pharmaceutical Holding Co Ltd (NYSE:BHVN) Stock Position Boosted by Columbus Circle Investors

Columbus Circle Investors boosted its stake in Biohaven Pharmaceutical Holding Co Ltd (NYSE:BHVN) by 15.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... 
Alphabet Inc (NASDAQ:GOOG) Holdings Cut by Tufton Capital Management

Alphabet Inc (NASDAQ:GOOG) Holdings Cut by Tufton Capital Management

Tufton Capital Management trimmed its holdings in shares of Alphabet Inc (NASDAQ:GOOG) by 0.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... 
Transform Wealth LLC Purchases New Stake in VanEck Vectors Semiconductor ETF (NYSEARCA:SMH)

Transform Wealth LLC Purchases New Stake in VanEck Vectors Semiconductor ETF (NYSEARCA:SMH)

Transform Wealth LLC purchased a new stake in VanEck Vectors Semiconductor ETF (NYSEARCA:SMH) in the 4th quarter, HoldingsChannel.com reports. The fund purchased 7,738 shares of the company’s stock, valued at approximately $1,094,000.... 
Transform Wealth LLC Has $1.56 Million Stock Position in American Tower Corp (NYSE:AMT)

Transform Wealth LLC Has $1.56 Million Stock Position in American Tower Corp (NYSE:AMT)

Transform Wealth LLC cut its stake in American Tower Corp (NYSE:AMT) by 2.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,788 shares of the... 
Vanguard Materials ETF (NYSEARCA:VAW) Shares Bought by Autus Asset Management LLC

Vanguard Materials ETF (NYSEARCA:VAW) Shares Bought by Autus Asset Management LLC

Autus Asset Management LLC raised its position in Vanguard Materials ETF (NYSEARCA:VAW) by 5.7% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,678 shares of the company’s stock... 
Autus Asset Management LLC Has $341,000 Stake in Vanguard Energy ETF (NYSEARCA:VDE)

Autus Asset Management LLC Has $341,000 Stake in Vanguard Energy ETF (NYSEARCA:VDE)

Autus Asset Management LLC lifted its stake in shares of Vanguard Energy ETF (NYSEARCA:VDE) by 6.6% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned... 
United Capital Management of KS Inc. Increases Holdings in Merck & Co., Inc. (NYSE:MRK)

United Capital Management of KS Inc. Increases Holdings in Merck & Co., Inc. (NYSE:MRK)

United Capital Management of KS Inc. increased its position in Merck & Co., Inc. (NYSE:MRK) by 4.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 13,299 shares of the company’s stock after acquiring... 
Fulton Bank N.A. Has $621,000 Stake in Crh Plc (NYSE:CRH)

Fulton Bank N.A. Has $621,000 Stake in Crh Plc (NYSE:CRH)

Fulton Bank N.A. increased its position in shares of Crh Plc (NYSE:CRH) by 10.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 15,507 shares of the construction... 
Bank of America Corp (NYSE:BAC) is Riggs Asset Managment Co. Inc.’s 7th Largest Position

Bank of America Corp (NYSE:BAC) is Riggs Asset Managment Co. Inc.’s 7th Largest Position

Riggs Asset Managment Co. Inc. increased its stake in Bank of America Corp (NYSE:BAC) by 1.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 217,631 shares... 
Fulton Bank N.A. Sells 352 Shares of NXP Semiconductors NV (NASDAQ:NXPI)

Fulton Bank N.A. Sells 352 Shares of NXP Semiconductors NV (NASDAQ:NXPI)

Fulton Bank N.A. lowered its position in NXP Semiconductors NV (NASDAQ:NXPI) by 5.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 5,722 shares of the semiconductor provider’s stock after... 
Fulton Bank N.A. Acquires 412 Shares of Paycom Software Inc (NYSE:PAYC)

Fulton Bank N.A. Acquires 412 Shares of Paycom Software Inc (NYSE:PAYC)

Fulton Bank N.A. lifted its holdings in Paycom Software Inc (NYSE:PAYC) by 29.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,792 shares of... 
Oracle Co. (NYSE:ORCL) Stock Position Cut by Fulton Bank N.A.

Oracle Co. (NYSE:ORCL) Stock Position Cut by Fulton Bank N.A.

Fulton Bank N.A. decreased its stake in shares of Oracle Co. (NYSE:ORCL) by 29.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 16,298 shares... 
Fulton Bank N.A. Decreases Stock Holdings in Wells Fargo & Co (NYSE:WFC)

Fulton Bank N.A. Decreases Stock Holdings in Wells Fargo & Co (NYSE:WFC)

Fulton Bank N.A. reduced its position in shares of Wells Fargo & Co (NYSE:WFC) by 4.5% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 19,047 shares of the financial services provider’s... 
Fulton Bank N.A. Increases Stake in Valero Energy Co. (NYSE:VLO)

Fulton Bank N.A. Increases Stake in Valero Energy Co. (NYSE:VLO)

Fulton Bank N.A. increased its stake in Valero Energy Co. (NYSE:VLO) by 12.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... 
Fulton Bank N.A. Acquires 1,973 Shares of Capital One Financial Corp. (NYSE:COF)

Fulton Bank N.A. Acquires 1,973 Shares of Capital One Financial Corp. (NYSE:COF)

Fulton Bank N.A. raised its holdings in shares of Capital One Financial Corp. (NYSE:COF) by 19.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... 
CF Industries Holdings, Inc. (NYSE:CF) Stock Holdings Cut by Fulton Bank N.A.

CF Industries Holdings, Inc. (NYSE:CF) Stock Holdings Cut by Fulton Bank N.A.

Fulton Bank N.A. reduced its position in shares of CF Industries Holdings, Inc. (NYSE:CF) by 11.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 22,715 shares of the basic materials company’s stock after... 
Domino’s Pizza, Inc. (NYSE:DPZ) Shares Sold by Nippon Life Global Investors Americas Inc.

Domino’s Pizza, Inc. (NYSE:DPZ) Shares Sold by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. cut its holdings in Domino’s Pizza, Inc. (NYSE:DPZ) by 52.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 3,420 shares of the restaurant operator’s... 
Facebook, Inc. (NASDAQ:FB) Stock Holdings Trimmed by Rosenblum Silverman Sutton S F Inc. CA

Facebook, Inc. (NASDAQ:FB) Stock Holdings Trimmed by Rosenblum Silverman Sutton S F Inc. CA

Rosenblum Silverman Sutton S F Inc. CA cut its holdings in Facebook, Inc. (NASDAQ:FB) by 1.1% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 49,813 shares of the social networking company’s...