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Welch & Forbes LLC Increases Position in Chevron Co. (NYSE:CVX)

Welch & Forbes LLC Increases Position in Chevron Co. (NYSE:CVX)

Posted by on Oct 27th, 2020 // Comments off

Welch & Forbes LLC boosted its holdings in Chevron Co. (NYSE:CVX) by 4.4% in the third quarter, HoldingsChannel reports. The firm owned 310,249 shares of the oil and gas company’s stock after purchasing an additional 13,180... 
FLC Capital Advisors Grows Position in Chevron Co. (NYSE:CVX)

FLC Capital Advisors Grows Position in Chevron Co. (NYSE:CVX)

Posted by on Oct 27th, 2020 // Comments off

FLC Capital Advisors raised its position in Chevron Co. (NYSE:CVX) by 2.8% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 15,590 shares... 
Sequoia Financial Advisors LLC Cuts Holdings in Exxon Mobil Co. (NYSE:XOM)

Sequoia Financial Advisors LLC Cuts Holdings in Exxon Mobil Co. (NYSE:XOM)

Posted by on Oct 27th, 2020 // Comments off

Sequoia Financial Advisors LLC trimmed its holdings in Exxon Mobil Co. (NYSE:XOM) by 36.2% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 42,058 shares of the oil and gas company’s... 
Leisure Capital Management Lowers Position in Chevron Co. (NYSE:CVX)

Leisure Capital Management Lowers Position in Chevron Co. (NYSE:CVX)

Posted by on Oct 27th, 2020 // Comments off

Leisure Capital Management cut its stake in shares of Chevron Co. (NYSE:CVX) by 14.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,757 shares of the oil and... 
ACR Alpine Capital Research LLC Buys 276,942 Shares of Chevron Co. (NYSE:CVX)

ACR Alpine Capital Research LLC Buys 276,942 Shares of Chevron Co. (NYSE:CVX)

Posted by on Oct 27th, 2020 // Comments off

ACR Alpine Capital Research LLC increased its stake in shares of Chevron Co. (NYSE:CVX) by 28.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... 
180 Wealth Advisors LLC Buys 2,135 Shares of Exxon Mobil Co. (NYSE:XOM)

180 Wealth Advisors LLC Buys 2,135 Shares of Exxon Mobil Co. (NYSE:XOM)

Posted by on Oct 27th, 2020 // Comments off

180 Wealth Advisors LLC grew its stake in Exxon Mobil Co. (NYSE:XOM) by 13.1% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,374 shares of the oil and gas... 
Bell & Brown Wealth Advisors LLC Grows Position in Exxon Mobil Co. (NYSE:XOM)

Bell & Brown Wealth Advisors LLC Grows Position in Exxon Mobil Co. (NYSE:XOM)

Posted by on Oct 27th, 2020 // Comments off

Bell & Brown Wealth Advisors LLC boosted its stake in Exxon Mobil Co. (NYSE:XOM) by 13.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 61,245 shares of... 
180 Wealth Advisors LLC Lowers Position in Chevron Co. (NYSE:CVX)

180 Wealth Advisors LLC Lowers Position in Chevron Co. (NYSE:CVX)

Posted by on Oct 27th, 2020 // Comments off

180 Wealth Advisors LLC cut its holdings in shares of Chevron Co. (NYSE:CVX) by 6.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,332 shares... 
Bell & Brown Wealth Advisors LLC Raises Stock Holdings in Chevron Co. (NYSE:CVX)

Bell & Brown Wealth Advisors LLC Raises Stock Holdings in Chevron Co. (NYSE:CVX)

Posted by on Oct 27th, 2020 // Comments off

Bell & Brown Wealth Advisors LLC increased its position in Chevron Co. (NYSE:CVX) by 4.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,126... 
AbbVie Inc. (NYSE:ABBV) Stock Holdings Raised by Pinnacle Associates Ltd.

AbbVie Inc. (NYSE:ABBV) Stock Holdings Raised by Pinnacle Associates Ltd.

Posted by on Oct 27th, 2020 // Comments off

Pinnacle Associates Ltd. raised its stake in AbbVie Inc. (NYSE:ABBV) by 3.4% in the 3rd quarter, Holdings Channel.com reports. The firm owned 47,604 shares of the company’s stock after acquiring an additional 1,551 shares during... 
Sequoia Financial Advisors LLC Purchases 462 Shares of The Procter & Gamble Company (NYSE:PG)

Sequoia Financial Advisors LLC Purchases 462 Shares of The Procter & Gamble Company (NYSE:PG)

Posted by on Oct 27th, 2020 // Comments off

Sequoia Financial Advisors LLC increased its position in shares of The Procter & Gamble Company (NYSE:PG) by 1.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... 
Sequoia Financial Advisors LLC Trims Holdings in Adobe Inc. (NASDAQ:ADBE)

Sequoia Financial Advisors LLC Trims Holdings in Adobe Inc. (NASDAQ:ADBE)

Posted by on Oct 27th, 2020 // Comments off

Sequoia Financial Advisors LLC lowered its position in Adobe Inc. (NASDAQ:ADBE) by 11.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned... 
Wealth Advisors of Tampa Bay LLC Has $438,000 Stake in The Walt Disney Company (NYSE:DIS)

Wealth Advisors of Tampa Bay LLC Has $438,000 Stake in The Walt Disney Company (NYSE:DIS)

Posted by on Oct 27th, 2020 // Comments off

Wealth Advisors of Tampa Bay LLC raised its holdings in The Walt Disney Company (NYSE:DIS) by 3.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The... 
Prestige Wealth Management Group LLC Buys 438 Shares of Home Depot Inc (NYSE:HD)

Prestige Wealth Management Group LLC Buys 438 Shares of Home Depot Inc (NYSE:HD)

Posted by on Oct 27th, 2020 // Comments off

Prestige Wealth Management Group LLC grew its stake in Home Depot Inc (NYSE:HD) by 11.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor... 
FLC Capital Advisors Cuts Position in Coca-Cola Co (The) (NYSE:KO)

FLC Capital Advisors Cuts Position in Coca-Cola Co (The) (NYSE:KO)

Posted by on Oct 27th, 2020 // Comments off

FLC Capital Advisors trimmed its position in shares of Coca-Cola Co (The) (NYSE:KO) by 9.3% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,021 shares of the company’s stock... 
Welch & Forbes LLC Trims Stake in Merck & Co., Inc. (NYSE:MRK)

Welch & Forbes LLC Trims Stake in Merck & Co., Inc. (NYSE:MRK)

Posted by on Oct 27th, 2020 // Comments off

Welch & Forbes LLC cut its stake in Merck & Co., Inc. (NYSE:MRK) by 0.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 438,578 shares of the... 
Sequoia Financial Advisors LLC Has $3.88 Million Stock Position in Merck & Co., Inc. (NYSE:MRK)

Sequoia Financial Advisors LLC Has $3.88 Million Stock Position in Merck & Co., Inc. (NYSE:MRK)

Posted by on Oct 27th, 2020 // Comments off

Sequoia Financial Advisors LLC lifted its position in shares of Merck & Co., Inc. (NYSE:MRK) by 26.1% during the 3rd quarter, Holdings Channel.com reports. The firm owned 46,761 shares of the company’s stock after purchasing... 
Analysts Set L3Harris Technologies, Inc. (NYSE:LHX) PT at $240.94

Analysts Set L3Harris Technologies, Inc. (NYSE:LHX) PT at $240.94

Posted by on Oct 27th, 2020 // Comments off

Shares of L3Harris Technologies, Inc. (NYSE:LHX) have been assigned an average recommendation of “Buy” from the twenty-one analysts that are presently covering the company, MarketBeat reports. One analyst has rated the... 
Costco Wholesale Co. (NASDAQ:COST) Stock Holdings Decreased by 180 Wealth Advisors LLC

Costco Wholesale Co. (NASDAQ:COST) Stock Holdings Decreased by 180 Wealth Advisors LLC

Posted by on Oct 27th, 2020 // Comments off

180 Wealth Advisors LLC lowered its stake in shares of Costco Wholesale Co. (NASDAQ:COST) by 18.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,176... 
Sequoia Financial Advisors LLC Buys 2,312 Shares of Air Products & Chemicals, Inc. (NYSE:APD)

Sequoia Financial Advisors LLC Buys 2,312 Shares of Air Products & Chemicals, Inc. (NYSE:APD)

Posted by on Oct 27th, 2020 // Comments off

Sequoia Financial Advisors LLC lifted its stake in shares of Air Products & Chemicals, Inc. (NYSE:APD) by 111.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange... 
Walgreens Boots Alliance Inc (NASDAQ:WBA) Shares Bought by Pinnacle Associates Ltd.

Walgreens Boots Alliance Inc (NASDAQ:WBA) Shares Bought by Pinnacle Associates Ltd.

Posted by on Oct 27th, 2020 // Comments off

Pinnacle Associates Ltd. grew its stake in shares of Walgreens Boots Alliance Inc (NASDAQ:WBA) by 1,161.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... 
NorthWestern (NWE) & Its Peers Head-To-Head Review

NorthWestern (NWE) & Its Peers Head-To-Head Review

Posted by on Oct 27th, 2020 // Comments off

NorthWestern (NASDAQ: NWE) is one of 31 public companies in the “Electric & other services combined” industry, but how does it weigh in compared to its rivals? We will compare NorthWestern to similar businesses based... 
Meridian Investment Counsel Inc. Sells 1,065 Shares of AbbVie Inc. (NYSE:ABBV)

Meridian Investment Counsel Inc. Sells 1,065 Shares of AbbVie Inc. (NYSE:ABBV)

Posted by on Oct 27th, 2020 // Comments off

Meridian Investment Counsel Inc. trimmed its position in AbbVie Inc. (NYSE:ABBV) by 3.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 31,719 shares... 
Sequoia Financial Advisors LLC Has $1.12 Million Position in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA)

Sequoia Financial Advisors LLC Has $1.12 Million Position in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA)

Posted by on Oct 27th, 2020 // Comments off

Sequoia Financial Advisors LLC raised its stake in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA) by 13.8% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission... 
Wealth Advisors of Tampa Bay LLC Acquires 2,844 Shares of Bristol-Myers Squibb (NYSE:BMY)

Wealth Advisors of Tampa Bay LLC Acquires 2,844 Shares of Bristol-Myers Squibb (NYSE:BMY)

Posted by on Oct 27th, 2020 // Comments off

Wealth Advisors of Tampa Bay LLC increased its position in shares of Bristol-Myers Squibb (NYSE:BMY) by 5.0% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 59,874 shares... 
3M (NYSE:MMM) Position Increased by Prestige Wealth Management Group LLC

3M (NYSE:MMM) Position Increased by Prestige Wealth Management Group LLC

Posted by on Oct 27th, 2020 // Comments off

Prestige Wealth Management Group LLC raised its stake in 3M (NYSE:MMM) by 20.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,177 shares of the conglomerate’s... 
Welch & Forbes LLC Sells 39,045 Shares of AT&T Inc. (NYSE:T)

Welch & Forbes LLC Sells 39,045 Shares of AT&T Inc. (NYSE:T)

Posted by on Oct 27th, 2020 // Comments off

Welch & Forbes LLC cut its position in shares of AT&T Inc. (NYSE:T) by 7.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 465,644 shares of... 
Wealth Advisors of Tampa Bay LLC Purchases 654 Shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH)

Wealth Advisors of Tampa Bay LLC Purchases 654 Shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH)

Posted by on Oct 27th, 2020 // Comments off

Wealth Advisors of Tampa Bay LLC boosted its stake in shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH) by 5.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange... 
Pinnacle Associates Ltd. Has $3.70 Million Stake in Stryker Co. (NYSE:SYK)

Pinnacle Associates Ltd. Has $3.70 Million Stake in Stryker Co. (NYSE:SYK)

Posted by on Oct 27th, 2020 // Comments off

Pinnacle Associates Ltd. trimmed its position in shares of Stryker Co. (NYSE:SYK) by 0.6% during the third quarter, Holdings Channel.com reports. The institutional investor owned 17,768 shares of the medical technology company’s... 
Pinnacle Associates Ltd. Sells 1,726 Shares of T-Mobile US, Inc. (NASDAQ:TMUS)

Pinnacle Associates Ltd. Sells 1,726 Shares of T-Mobile US, Inc. (NASDAQ:TMUS)

Posted by on Oct 27th, 2020 // Comments off

Pinnacle Associates Ltd. trimmed its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS) by 4.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... 
iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) Shares Bought by MAI Capital Management

iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) Shares Bought by MAI Capital Management

Posted by on Oct 27th, 2020 // Comments off

MAI Capital Management lifted its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS) by 2.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... 
Pinnacle Associates Ltd. Grows Stock Position in Discover Financial Services (NYSE:DFS)

Pinnacle Associates Ltd. Grows Stock Position in Discover Financial Services (NYSE:DFS)

Posted by on Oct 27th, 2020 // Comments off

Pinnacle Associates Ltd. boosted its stake in shares of Discover Financial Services (NYSE:DFS) by 3.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 58,585 shares of the financial services... 
Home Depot Inc (NYSE:HD) Stock Position Increased by MAI Capital Management

Home Depot Inc (NYSE:HD) Stock Position Increased by MAI Capital Management

Posted by on Oct 27th, 2020 // Comments off

MAI Capital Management increased its holdings in Home Depot Inc (NYSE:HD) by 3.8% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 250,017 shares of... 
Pinnacle Associates Ltd. Reduces Holdings in salesforce.com, inc. (NYSE:CRM)

Pinnacle Associates Ltd. Reduces Holdings in salesforce.com, inc. (NYSE:CRM)

Posted by on Oct 27th, 2020 // Comments off

Pinnacle Associates Ltd. lowered its stake in shares of salesforce.com, inc. (NYSE:CRM) by 77.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,696... 
MAI Capital Management Has $3.73 Million Stock Position in BlackRock, Inc. (NYSE:BLK)

MAI Capital Management Has $3.73 Million Stock Position in BlackRock, Inc. (NYSE:BLK)

Posted by on Oct 27th, 2020 // Comments off

MAI Capital Management trimmed its position in shares of BlackRock, Inc. (NYSE:BLK) by 28.3% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... 
MAI Capital Management Reduces Holdings in Vanguard Large-Cap ETF (NYSEARCA:VV)

MAI Capital Management Reduces Holdings in Vanguard Large-Cap ETF (NYSEARCA:VV)

Posted by on Oct 27th, 2020 // Comments off

MAI Capital Management cut its stake in Vanguard Large-Cap ETF (NYSEARCA:VV) by 0.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,803... 
MAI Capital Management Reduces Position in salesforce.com, inc. (NYSE:CRM)

MAI Capital Management Reduces Position in salesforce.com, inc. (NYSE:CRM)

Posted by on Oct 27th, 2020 // Comments off

MAI Capital Management lowered its holdings in salesforce.com, inc. (NYSE:CRM) by 6.5% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 11,523 shares of the CRM provider’s stock after selling 795 shares during... 
MAI Capital Management Reduces Stock Position in Union Pacific Co. (NYSE:UNP)

MAI Capital Management Reduces Stock Position in Union Pacific Co. (NYSE:UNP)

Posted by on Oct 27th, 2020 // Comments off

MAI Capital Management cut its stake in shares of Union Pacific Co. (NYSE:UNP) by 5.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 16,589 shares... 
MAI Capital Management Grows Holdings in American Express (NYSE:AXP)

MAI Capital Management Grows Holdings in American Express (NYSE:AXP)

Posted by on Oct 27th, 2020 // Comments off

MAI Capital Management raised its holdings in shares of American Express (NYSE:AXP) by 6.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... 
MAI Capital Management Boosts Stake in Archer-Daniels-Midland Company (NYSE:ADM)

MAI Capital Management Boosts Stake in Archer-Daniels-Midland Company (NYSE:ADM)

Posted by on Oct 27th, 2020 // Comments off

MAI Capital Management boosted its position in shares of Archer-Daniels-Midland Company (NYSE:ADM) by 2.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 
MAI Capital Management Acquires 809 Shares of Intercontinental Exchange Inc (NYSE:ICE)

MAI Capital Management Acquires 809 Shares of Intercontinental Exchange Inc (NYSE:ICE)

Posted by on Oct 27th, 2020 // Comments off

MAI Capital Management raised its holdings in Intercontinental Exchange Inc (NYSE:ICE) by 2.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... 
Spectrum Wealth Advisory Group LLC Grows Stake in Invesco QQQ Trust (NASDAQ:QQQ)

Spectrum Wealth Advisory Group LLC Grows Stake in Invesco QQQ Trust (NASDAQ:QQQ)

Posted by on Oct 27th, 2020 // Comments off

Spectrum Wealth Advisory Group LLC raised its stake in shares of Invesco QQQ Trust (NASDAQ:QQQ) by 124.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor... 
1,372 Shares in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) Acquired by Sequoia Financial Advisors LLC

1,372 Shares in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) Acquired by Sequoia Financial Advisors LLC

Posted by on Oct 27th, 2020 // Comments off

Sequoia Financial Advisors LLC acquired a new stake in shares of iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP) in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 1,372... 
Roper Technologies Sees Unusually High Options Volume (NYSE:ROP)

Roper Technologies Sees Unusually High Options Volume (NYSE:ROP)

Posted by on Oct 27th, 2020 // Comments off

Roper Technologies, Inc. (NYSE:ROP) saw some unusual options trading on Monday. Stock investors acquired 645 call options on the company. This is an increase of approximately 1,073% compared to the typical daily volume of 55 call options. Shares... 
Sequoia Financial Advisors LLC Invests $241,000 in Crown Castle International Corp. (REIT) (NYSE:CCI)

Sequoia Financial Advisors LLC Invests $241,000 in Crown Castle International Corp. (REIT) (NYSE:CCI)

Posted by on Oct 27th, 2020 // Comments off

Sequoia Financial Advisors LLC purchased a new stake in Crown Castle International Corp. (REIT) (NYSE:CCI) during the third quarter, Holdings Channel reports. The institutional investor purchased 1,449 shares of the real estate investment... 
Reviewing TAL Education Group (NYSE:TAL) & China Liberal Education (NYSE:CLEU)

Reviewing TAL Education Group (NYSE:TAL) & China Liberal Education (NYSE:CLEU)

Posted by on Oct 27th, 2020 // Comments off

TAL Education Group (NYSE:TAL) and China Liberal Education (NASDAQ:CLEU) are both consumer discretionary companies, but which is the better investment? We will compare the two businesses based on the strength of their risk, dividends,... 
Piper Sandler Increases HCA Healthcare (NYSE:HCA) Price Target to $149.00

Piper Sandler Increases HCA Healthcare (NYSE:HCA) Price Target to $149.00

Posted by on Oct 27th, 2020 // Comments off

HCA Healthcare (NYSE:HCA) had its price target increased by research analysts at Piper Sandler from $138.00 to $149.00 in a report issued on Tuesday, Benzinga reports. The firm presently has a “neutral” rating on the stock.... 
Sequoia Financial Advisors LLC Sells 9,349 Shares of General Electric (NYSE:GE)

Sequoia Financial Advisors LLC Sells 9,349 Shares of General Electric (NYSE:GE)

Posted by on Oct 27th, 2020 // Comments off

Sequoia Financial Advisors LLC reduced its holdings in shares of General Electric (NYSE:GE) by 7.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... 
Sequoia Financial Advisors LLC Has $1.09 Million Stake in Kellogg (NYSE:K)

Sequoia Financial Advisors LLC Has $1.09 Million Stake in Kellogg (NYSE:K)

Posted by on Oct 27th, 2020 // Comments off

Sequoia Financial Advisors LLC increased its position in shares of Kellogg (NYSE:K) by 11.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,825 shares... 
Centene (NYSE:CNC) Releases FY20 Earnings Guidance

Centene (NYSE:CNC) Releases FY20 Earnings Guidance

Posted by on Oct 27th, 2020 // Comments off

Centene (NYSE:CNC) updated its FY20 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of $4.90-5.06 for the period, compared to the Thomson Reuters consensus estimate of $4.88. The company issued... 
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