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Image for Cornerstone Capital Inc. Has $41.22 Million Holdings in Visa Inc. (NYSE:V)

Cornerstone Capital Inc. Has $41.22 Million Holdings in Visa Inc. (NYSE:V)

Cornerstone Capital Inc. trimmed its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 158,335... More of this article »
Image for Gould Asset Management LLC CA Purchases 3,160 Shares of Exxon Mobil Co. (NYSE:XOM)

Gould Asset Management LLC CA Purchases 3,160 Shares of Exxon Mobil Co. (NYSE:XOM)

Gould Asset Management LLC CA raised its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 70.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Truist Financial Corp Sells 730,782 Shares of Bristol-Myers Squibb (NYSE:BMY)

Truist Financial Corp Sells 730,782 Shares of Bristol-Myers Squibb (NYSE:BMY)

Truist Financial Corp lowered its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 31.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Truist Financial Corp Reduces Stock Holdings in Adobe Inc. (NASDAQ:ADBE)

Truist Financial Corp Reduces Stock Holdings in Adobe Inc. (NASDAQ:ADBE)

Truist Financial Corp lessened its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 19.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 195,743... More of this article »
Image for Kovack Advisors Inc. Buys 5,279 Shares of Bristol-Myers Squibb (NYSE:BMY)

Kovack Advisors Inc. Buys 5,279 Shares of Bristol-Myers Squibb (NYSE:BMY)

Kovack Advisors Inc. grew its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 29.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Image for Illinois Tool Works Inc. (NYSE:ITW) Stock Position Boosted by Bryn Mawr Capital Management LLC

Illinois Tool Works Inc. (NYSE:ITW) Stock Position Boosted by Bryn Mawr Capital Management LLC

Bryn Mawr Capital Management LLC boosted its stake in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 60.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Bahl & Gaynor Inc. Has $4.32 Million Stake in Mastercard Incorporated (NYSE:MA)

Bahl & Gaynor Inc. Has $4.32 Million Stake in Mastercard Incorporated (NYSE:MA)

Bahl & Gaynor Inc. decreased its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Herold Advisors Inc. Sells 1,209 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Herold Advisors Inc. Sells 1,209 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Herold Advisors Inc. lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 30,119 shares of... More of this article »
Image for Merck & Co., Inc. (NYSE:MRK) Shares Bought by Herold Advisors Inc.

Merck & Co., Inc. (NYSE:MRK) Shares Bought by Herold Advisors Inc.

Herold Advisors Inc. increased its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Bryn Mawr Capital Management LLC Sells 17,638 Shares of The Coca-Cola Company (NYSE:KO)

Bryn Mawr Capital Management LLC Sells 17,638 Shares of The Coca-Cola Company (NYSE:KO)

Bryn Mawr Capital Management LLC cut its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 13.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Syon Capital LLC Takes Position in Hilton Worldwide Holdings Inc. (NYSE:HLT)

Syon Capital LLC Takes Position in Hilton Worldwide Holdings Inc. (NYSE:HLT)

Syon Capital LLC purchased a new position in Hilton Worldwide Holdings Inc. (NYSE:HLT – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for PayPal Holdings, Inc. (NASDAQ:PYPL) Stake Raised by Bahl & Gaynor Inc.

PayPal Holdings, Inc. (NASDAQ:PYPL) Stake Raised by Bahl & Gaynor Inc.

Bahl & Gaynor Inc. increased its holdings in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 488.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Costco Wholesale Co. (NASDAQ:COST) Shares Bought by Chapman Investment Management LLC

Costco Wholesale Co. (NASDAQ:COST) Shares Bought by Chapman Investment Management LLC

Chapman Investment Management LLC increased its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for Broadcom Inc. (NASDAQ:AVGO) Holdings Lessened by Boyd Watterson Asset Management LLC OH

Broadcom Inc. (NASDAQ:AVGO) Holdings Lessened by Boyd Watterson Asset Management LLC OH

Boyd Watterson Asset Management LLC OH cut its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 0.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 7,818 shares of the semiconductor... More of this article »
Image for Laboratory Co. of America Holdings (NYSE:LH) Shares Sold by Leeward Investments LLC MA

Laboratory Co. of America Holdings (NYSE:LH) Shares Sold by Leeward Investments LLC MA

Leeward Investments LLC MA lowered its stake in Laboratory Co. of America Holdings (NYSE:LH – Free Report) by 2.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 73,456 shares... More of this article »
Image for Bryn Mawr Capital Management LLC Has $11.81 Million Stake in Chevron Co. (NYSE:CVX)

Bryn Mawr Capital Management LLC Has $11.81 Million Stake in Chevron Co. (NYSE:CVX)

Bryn Mawr Capital Management LLC trimmed its holdings in Chevron Co. (NYSE:CVX – Free Report) by 10.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for First Fiduciary Investment Counsel Inc. Makes New $4.54 Million Investment in The Hershey Company (NYSE:HSY)

First Fiduciary Investment Counsel Inc. Makes New $4.54 Million Investment in The Hershey Company (NYSE:HSY)

First Fiduciary Investment Counsel Inc. bought a new position in shares of The Hershey Company (NYSE:HSY – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Bryn Mawr Capital Management LLC Cuts Position in SPDR Gold Shares (NYSEARCA:GLD)

Bryn Mawr Capital Management LLC Cuts Position in SPDR Gold Shares (NYSEARCA:GLD)

Bryn Mawr Capital Management LLC reduced its stake in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 3.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Spinnaker Trust Reduces Position in Illinois Tool Works Inc. (NYSE:ITW)

Spinnaker Trust Reduces Position in Illinois Tool Works Inc. (NYSE:ITW)

Spinnaker Trust trimmed its holdings in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 4.6% during the fourth quarter, Holdings Channel reports. The fund owned 4,084 shares of the industrial products company’s... More of this article »
Image for Argonautica Private Wealth Management Inc. Buys 924 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Argonautica Private Wealth Management Inc. Buys 924 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Argonautica Private Wealth Management Inc. raised its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 44.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 3,015 shares of the company’s... More of this article »
Image for Bahl & Gaynor Inc. Sells 38,145 Shares of McDonald’s Co. (NYSE:MCD)

Bahl & Gaynor Inc. Sells 38,145 Shares of McDonald’s Co. (NYSE:MCD)

Bahl & Gaynor Inc. cut its holdings in McDonald’s Co. (NYSE:MCD – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Image for Sysco Co. (NYSE:SYY) Shares Bought by Bryn Mawr Capital Management LLC

Sysco Co. (NYSE:SYY) Shares Bought by Bryn Mawr Capital Management LLC

Bryn Mawr Capital Management LLC boosted its position in shares of Sysco Co. (NYSE:SYY – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 77,367... More of this article »
Image for iShares MBS ETF (NASDAQ:MBB) Shares Sold by Alesco Advisors LLC

iShares MBS ETF (NASDAQ:MBB) Shares Sold by Alesco Advisors LLC

Alesco Advisors LLC decreased its holdings in iShares MBS ETF (NASDAQ:MBB – Free Report) by 71.8% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,220 shares... More of this article »
Image for Novartis AG (NYSE:NVS) Shares Sold by Truist Financial Corp

Novartis AG (NYSE:NVS) Shares Sold by Truist Financial Corp

Truist Financial Corp reduced its stake in shares of Novartis AG (NYSE:NVS – Free Report) by 3.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Purchased by Truist Financial Corp

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Purchased by Truist Financial Corp

Truist Financial Corp increased its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Yoder Wealth Management Inc. Sells 7,246 Shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF)

Yoder Wealth Management Inc. Sells 7,246 Shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF)

Yoder Wealth Management Inc. cut its stake in shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 7.5% during the 4th quarter, HoldingsChannel reports. The firm owned 89,769 shares of the company’s... More of this article »
Image for Chapman Investment Management LLC Boosts Stock Position in The Walt Disney Company (NYSE:DIS)

Chapman Investment Management LLC Boosts Stock Position in The Walt Disney Company (NYSE:DIS)

Chapman Investment Management LLC grew its position in The Walt Disney Company (NYSE:DIS – Free Report) by 11.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for QUALCOMM Incorporated (NASDAQ:QCOM) Shares Sold by Bahl & Gaynor Inc.

QUALCOMM Incorporated (NASDAQ:QCOM) Shares Sold by Bahl & Gaynor Inc.

Bahl & Gaynor Inc. cut its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 6.3% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Image for Bahl & Gaynor Inc. Sells 214 Shares of West Pharmaceutical Services, Inc. (NYSE:WST)

Bahl & Gaynor Inc. Sells 214 Shares of West Pharmaceutical Services, Inc. (NYSE:WST)

Bahl & Gaynor Inc. reduced its stake in West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) by 6.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 2,926 shares of the medical instruments... More of this article »
Image for Yoder Wealth Management Inc. Acquires New Position in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Yoder Wealth Management Inc. Acquires New Position in Dimensional US Real Estate ETF (NYSEARCA:DFAR)

Yoder Wealth Management Inc. acquired a new stake in Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) in the fourth quarter, Holdings Channel reports. The firm acquired 12,315 shares of the company’s stock,... More of this article »
Image for Intel Co. (NASDAQ:INTC) Declares Quarterly Dividend of $0.13

Intel Co. (NASDAQ:INTC) Declares Quarterly Dividend of $0.13

Intel Co. (NASDAQ:INTC – Get Free Report) announced a quarterly dividend on Thursday, April 25th, Wall Street Journal reports. Shareholders of record on Tuesday, May 7th will be paid a dividend of 0.125 per share by the chip... More of this article »
Image for Juniper Networks, Inc. (NYSE:JNPR) Announces $0.22 Quarterly Dividend

Juniper Networks, Inc. (NYSE:JNPR) Announces $0.22 Quarterly Dividend

Juniper Networks, Inc. (NYSE:JNPR – Get Free Report) announced a quarterly dividend on Thursday, April 25th, Zacks reports. Stockholders of record on Monday, June 3rd will be paid a dividend of 0.22 per share by the network equipment... More of this article »
Image for Argonautica Private Wealth Management Inc. Sells 72 Shares of BlackRock, Inc. (NYSE:BLK)

Argonautica Private Wealth Management Inc. Sells 72 Shares of BlackRock, Inc. (NYSE:BLK)

Argonautica Private Wealth Management Inc. trimmed its holdings in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 1.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Knowledge Leaders Capital LLC Sells 98 Shares of Parker-Hannifin Co. (NYSE:PH)

Knowledge Leaders Capital LLC Sells 98 Shares of Parker-Hannifin Co. (NYSE:PH)

Knowledge Leaders Capital LLC trimmed its position in shares of Parker-Hannifin Co. (NYSE:PH – Free Report) by 8.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for 76,865 Shares in Processa Pharmaceuticals, Inc. (NASDAQ:PCSA) Bought by Spinnaker Trust

76,865 Shares in Processa Pharmaceuticals, Inc. (NASDAQ:PCSA) Bought by Spinnaker Trust

Spinnaker Trust acquired a new position in Processa Pharmaceuticals, Inc. (NASDAQ:PCSA – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for K.J. Harrison & Partners Inc Buys New Position in Palo Alto Networks, Inc. (NASDAQ:PANW)

K.J. Harrison & Partners Inc Buys New Position in Palo Alto Networks, Inc. (NASDAQ:PANW)

K.J. Harrison & Partners Inc bought a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Spinnaker Trust Has $356,000 Stock Holdings in Vanguard Extended Market ETF (NYSEARCA:VXF)

Spinnaker Trust Has $356,000 Stock Holdings in Vanguard Extended Market ETF (NYSEARCA:VXF)

Spinnaker Trust trimmed its stake in Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 25.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Image for Callan Capital LLC Cuts Stock Position in Innovative Industrial Properties, Inc. (NYSE:IIPR)

Callan Capital LLC Cuts Stock Position in Innovative Industrial Properties, Inc. (NYSE:IIPR)

Callan Capital LLC reduced its holdings in shares of Innovative Industrial Properties, Inc. (NYSE:IIPR – Free Report) by 68.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Callan Capital LLC Sells 213 Shares of Vanguard Materials ETF (NYSEARCA:VAW)

Callan Capital LLC Sells 213 Shares of Vanguard Materials ETF (NYSEARCA:VAW)

Callan Capital LLC lessened its stake in Vanguard Materials ETF (NYSEARCA:VAW – Free Report) by 3.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Prologis, Inc. (NYSE:PLD) Shares Sold by Spinnaker Trust

Prologis, Inc. (NYSE:PLD) Shares Sold by Spinnaker Trust

Spinnaker Trust trimmed its holdings in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 72.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 16,487... More of this article »
Image for Alesco Advisors LLC Acquires New Holdings in Invesco Trust for Investment Grade Municipals (NYSE:VGM)

Alesco Advisors LLC Acquires New Holdings in Invesco Trust for Investment Grade Municipals (NYSE:VGM)

Alesco Advisors LLC bought a new position in shares of Invesco Trust for Investment Grade Municipals (NYSE:VGM – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Spinnaker Trust Has $2.48 Million Position in AbbVie Inc. (NYSE:ABBV)

Spinnaker Trust Has $2.48 Million Position in AbbVie Inc. (NYSE:ABBV)

Spinnaker Trust lowered its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 16,008 shares of the company’s... More of this article »
Image for Kovack Advisors Inc. Has $1.44 Million Holdings in Applied Optoelectronics, Inc. (NASDAQ:AAOI)

Kovack Advisors Inc. Has $1.44 Million Holdings in Applied Optoelectronics, Inc. (NASDAQ:AAOI)

Kovack Advisors Inc. cut its holdings in Applied Optoelectronics, Inc. (NASDAQ:AAOI – Free Report) by 48.9% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for 41,564 Shares in Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDG) Bought by Kovack Advisors Inc.

41,564 Shares in Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDG) Bought by Kovack Advisors Inc.

Kovack Advisors Inc. acquired a new stake in shares of Invesco S&P 500 Downside Hedged ETF (NYSEARCA:PHDG – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Atria Wealth Solutions Inc. Boosts Stake in S&P Global Inc. (NYSE:SPGI)

Atria Wealth Solutions Inc. Boosts Stake in S&P Global Inc. (NYSE:SPGI)

Atria Wealth Solutions Inc. boosted its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 9.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for 4,000 Shares in Etsy, Inc. (NASDAQ:ETSY) Purchased by K.J. Harrison & Partners Inc

4,000 Shares in Etsy, Inc. (NASDAQ:ETSY) Purchased by K.J. Harrison & Partners Inc

K.J. Harrison & Partners Inc acquired a new stake in Etsy, Inc. (NASDAQ:ETSY – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Yoder Wealth Management Inc. Grows Stock Position in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC)

Yoder Wealth Management Inc. Grows Stock Position in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC)

Yoder Wealth Management Inc. raised its position in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 4.8% during the 4th quarter, according to its most recent filing with the SEC. The institutional... More of this article »
Image for Brown & Brown, Inc. (NYSE:BRO) Shares Sold by Argonautica Private Wealth Management Inc.

Brown & Brown, Inc. (NYSE:BRO) Shares Sold by Argonautica Private Wealth Management Inc.

Argonautica Private Wealth Management Inc. cut its holdings in shares of Brown & Brown, Inc. (NYSE:BRO – Free Report) by 9.1% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,733... More of this article »
Image for Yoder Wealth Management Inc. Trims Stock Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Yoder Wealth Management Inc. Trims Stock Position in iShares MSCI USA Quality Factor ETF (BATS:QUAL)

Yoder Wealth Management Inc. decreased its position in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Heartland Financial USA, Inc. (NASDAQ:HTLF) to Issue $0.30 Quarterly Dividend

Heartland Financial USA, Inc. (NASDAQ:HTLF) to Issue $0.30 Quarterly Dividend

Heartland Financial USA, Inc. (NASDAQ:HTLF – Get Free Report) declared a quarterly dividend on Thursday, April 25th, Zacks reports. Shareholders of record on Monday, May 13th will be paid a dividend of 0.30 per share by the bank... More of this article »