Home » Author Archive
Banque Transatlantique SA Cuts Stock Position in The Home Depot, Inc. $HD
Banque Transatlantique SA lessened its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 12.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Flax Pond Capital LLC Makes New Investment in People Incorporated Common Stock $PPLI
Flax Pond Capital LLC bought a new position in People Incorporated Common Stock (NASDAQ:PPLI – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Employees Provident Fund Board Purchases New Position in Akamai Technologies, Inc. $AKAM
Employees Provident Fund Board acquired a new position in Akamai Technologies, Inc. (NASDAQ:AKAM – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
28,989 Shares in iShares Core S&P Mid-Cap ETF $IJH Bought by Financially in Tune LLC
Financially in Tune LLC purchased a new position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the fourth quarter, Holdings Channel.com reports. The firm purchased 28,989 shares of the company’s... More of this article »
Corient Private Wealth LLC Grows Position in Chubb Limited $CB
Corient Private Wealth LLC boosted its position in Chubb Limited (NYSE:CB – Free Report) by 46.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Banque Transatlantique SA Sells 7,973 Shares of Walmart Inc. $WMT
Banque Transatlantique SA lowered its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 0.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor ... More of this article »
Shipping Stocks Worth Watching – June 17th
Viking, Frontline, and Almonty Industries are the three Shipping stocks to watch today, according to MarketBeat’s stock screener tool. Shipping stocks are shares of publicly traded companies that own or operate vessels used... More of this article »
Corient Private Wealth LLC Purchases 1,415,031 Shares of iShares Core S&P Mid-Cap ETF $IJH
Corient Private Wealth LLC boosted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 41.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
6,859 Shares in Walmart Inc. $WMT Bought by BDFS Capital LLC
BDFS Capital LLC bought a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) in the fourth quarter, HoldingsChannel reports. The firm bought 6,859 shares of the retailer’s stock, valued at approximately $766,000. Several... More of this article »
Vanguard FTSE Emerging Markets ETF $VWO Shares Purchased by Corient Private Wealth LLC
Corient Private Wealth LLC boosted its holdings in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 12.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned... More of this article »
Johnson & Johnson $JNJ Shares Sold by Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC lowered its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 87.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
iShares Select Dividend ETF $DVY Shares Sold by Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC lowered its stake in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 39.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Kovitz Investment Group Partners LLC Sells 280,465 Shares of Pfizer Inc. $PFE
Kovitz Investment Group Partners LLC cut its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 52.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
29,324 Shares in Innovator U.S. Equity Power Buffer ETF – December $PDEC Acquired by Forty three Eighteen Advisors LLC
Forty three Eighteen Advisors LLC purchased a new position in shares of Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC – Free Report) during the fourth quarter, according to the company in its most recent... More of this article »
The Kroger Co. $KR Shares Sold by Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC reduced its stake in shares of The Kroger Co. (NYSE:KR – Free Report) by 59.1% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Kovitz Investment Group Partners LLC Acquires 11,272 Shares of Domino’s Pizza Inc $DPZ
Kovitz Investment Group Partners LLC grew its holdings in Domino’s Pizza Inc (NASDAQ:DPZ – Free Report) by 819.8% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Kovitz Investment Group Partners LLC Increases Stock Position in SPDR Bloomberg Convertible Securities ETF $CWB
Kovitz Investment Group Partners LLC increased its holdings in shares of SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) by 74.6% during the fourth quarter, according to the company in its most recent... More of this article »
Kovitz Investment Group Partners LLC Lowers Holdings in The Sherwin-Williams Company $SHW
Kovitz Investment Group Partners LLC lessened its holdings in The Sherwin-Williams Company (NYSE:SHW – Free Report) by 22.6% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Veralto Corporation $VLTO Shares Bought by Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC grew its position in Veralto Corporation (NYSE:VLTO – Free Report) by 642.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Kovitz Investment Group Partners LLC Cuts Position in DoorDash, Inc. $DASH
Kovitz Investment Group Partners LLC lessened its position in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 18.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Kovitz Investment Group Partners LLC Lowers Position in Fidelity National Information Services, Inc. $FIS
Kovitz Investment Group Partners LLC cut its stake in shares of Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 25.0% during the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Merck & Co., Inc. $MRK Stake Trimmed by Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC cut its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 88.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
iShares S&P 500 Growth ETF $IVW Shares Sold by Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC cut its stake in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 98.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »