Home » Author Archive

Walt Disney Co (NYSE:DIS) Shares Bought by Investment House LLC

Walt Disney Co (NYSE:DIS) Shares Bought by Investment House LLC

Investment House LLC boosted its stake in shares of Walt Disney Co (NYSE:DIS) by 53.6% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 36,191 shares of the entertainment giant’s... 
PrairieView Partners LLC Takes Position in JPMorgan Chase & Co. (NYSE:JPM)

PrairieView Partners LLC Takes Position in JPMorgan Chase & Co. (NYSE:JPM)

PrairieView Partners LLC purchased a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 1st quarter, Holdings Channel.com reports. The fund purchased 1,104 shares of the financial services provider’s stock,... 
Tsfg LLC Trims Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Tsfg LLC Trims Stock Position in JPMorgan Chase & Co. (NYSE:JPM)

Tsfg LLC lessened its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 4.7% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,501 shares of the financial... 
Adviser Investments LLC Sells 518 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Adviser Investments LLC Sells 518 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Adviser Investments LLC lessened its stake in JPMorgan Chase & Co. (NYSE:JPM) by 0.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... 
Zacks: Brokerages Expect Medtronic PLC (NYSE:MDT) to Post $1.46 Earnings Per Share

Zacks: Brokerages Expect Medtronic PLC (NYSE:MDT) to Post $1.46 Earnings Per Share

Equities research analysts expect that Medtronic PLC (NYSE:MDT) will report earnings per share of $1.46 for the current quarter, according to Zacks Investment Research. Ten analysts have made estimates for Medtronic’s... 
Tsfg LLC Raises Position in Walt Disney Co (NYSE:DIS)

Tsfg LLC Raises Position in Walt Disney Co (NYSE:DIS)

Tsfg LLC boosted its stake in Walt Disney Co (NYSE:DIS) by 7.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,743 shares of... 
PrairieView Partners LLC Buys Shares of 843 Home Depot Inc (NYSE:HD)

PrairieView Partners LLC Buys Shares of 843 Home Depot Inc (NYSE:HD)

PrairieView Partners LLC bought a new stake in Home Depot Inc (NYSE:HD) during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 843 shares... 
Invesco QQQ Trust (NASDAQ:QQQ) Stock Holdings Lessened by Tsfg LLC

Invesco QQQ Trust (NASDAQ:QQQ) Stock Holdings Lessened by Tsfg LLC

Tsfg LLC trimmed its stake in Invesco QQQ Trust (NASDAQ:QQQ) by 7.4% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,714... 
Investment House LLC Sells 678 Shares of Mcdonald’s Corp (NYSE:MCD)

Investment House LLC Sells 678 Shares of Mcdonald’s Corp (NYSE:MCD)

Investment House LLC lessened its stake in Mcdonald’s Corp (NYSE:MCD) by 4.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,705 shares of... 
PrairieView Partners LLC Takes Position in Cisco Systems, Inc. (NASDAQ:CSCO)

PrairieView Partners LLC Takes Position in Cisco Systems, Inc. (NASDAQ:CSCO)

PrairieView Partners LLC acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,023 shares... 
PrairieView Partners LLC Acquires New Position in Intel Co. (NASDAQ:INTC)

PrairieView Partners LLC Acquires New Position in Intel Co. (NASDAQ:INTC)

PrairieView Partners LLC acquired a new stake in Intel Co. (NASDAQ:INTC) during the 1st quarter, Holdings Channel.com reports. The firm acquired 2,943 shares of the chip maker’s stock, valued at approximately $159,000.... 
Tsfg LLC Reduces Holdings in iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Tsfg LLC Reduces Holdings in iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Tsfg LLC lessened its position in shares of iShares Edge MSCI Min Vol USA ETF (BATS:USMV) by 3.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned... 
Investment House LLC Has $5.67 Million Stake in JPMorgan Chase & Co. (NYSE:JPM)

Investment House LLC Has $5.67 Million Stake in JPMorgan Chase & Co. (NYSE:JPM)

Investment House LLC lowered its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 7.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... 
Confluence Investment Management LLC Buys 304,147 Shares of U.S. Bancorp (NYSE:USB)

Confluence Investment Management LLC Buys 304,147 Shares of U.S. Bancorp (NYSE:USB)

Confluence Investment Management LLC increased its stake in shares of U.S. Bancorp (NYSE:USB) by 17.6% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... 
Cardinal Capital Management Inc. Purchases 9,545 Shares of Verizon Communications Inc. (NYSE:VZ)

Cardinal Capital Management Inc. Purchases 9,545 Shares of Verizon Communications Inc. (NYSE:VZ)

Cardinal Capital Management Inc. grew its holdings in shares of Verizon Communications Inc. (NYSE:VZ) by 450.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... 
Oracle Co. (NYSE:ORCL) Shares Acquired by Cardinal Capital Management Inc.

Oracle Co. (NYSE:ORCL) Shares Acquired by Cardinal Capital Management Inc.

Cardinal Capital Management Inc. grew its stake in Oracle Co. (NYSE:ORCL) by 6.2% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned... 
BEAM Asset Management LLC Sells 3,881 Shares of Exxon Mobil Co. (NYSE:XOM)

BEAM Asset Management LLC Sells 3,881 Shares of Exxon Mobil Co. (NYSE:XOM)

BEAM Asset Management LLC reduced its position in Exxon Mobil Co. (NYSE:XOM) by 29.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 9,447 shares of the oil and... 
PrairieView Partners LLC Makes New Investment in Travelers Companies Inc (NYSE:TRV)

PrairieView Partners LLC Makes New Investment in Travelers Companies Inc (NYSE:TRV)

PrairieView Partners LLC bought a new position in shares of Travelers Companies Inc (NYSE:TRV) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 1,334 shares of... 
Tsfg LLC Increases Holdings in Starbucks Co. (NASDAQ:SBUX)

Tsfg LLC Increases Holdings in Starbucks Co. (NASDAQ:SBUX)

Tsfg LLC grew its holdings in Starbucks Co. (NASDAQ:SBUX) by 100.6% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,697... 
Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) is PrairieView Partners LLC’s 9th Largest Position

Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) is PrairieView Partners LLC’s 9th Largest Position

PrairieView Partners LLC decreased its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO) by 2.7% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 396,620... 
PrairieView Partners LLC Sells 4,059 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

PrairieView Partners LLC Sells 4,059 Shares of Vanguard Small-Cap ETF (NYSEARCA:VB)

PrairieView Partners LLC cut its position in Vanguard Small-Cap ETF (NYSEARCA:VB) by 4.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor... 
Nordson Co. (NASDAQ:NDSN) Expected to Announce Earnings of $1.38 Per Share

Nordson Co. (NASDAQ:NDSN) Expected to Announce Earnings of $1.38 Per Share

Equities research analysts expect Nordson Co. (NASDAQ:NDSN) to report $1.38 earnings per share for the current fiscal quarter, Zacks Investment Research reports. Four analysts have provided estimates for Nordson’s earnings.... 
Modus Advisors LLC Sells 1,704 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Modus Advisors LLC Sells 1,704 Shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Modus Advisors LLC decreased its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) by 3.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange... 
Investment House LLC Has $10.36 Million Holdings in Amgen, Inc. (NASDAQ:AMGN)

Investment House LLC Has $10.36 Million Holdings in Amgen, Inc. (NASDAQ:AMGN)

Investment House LLC increased its stake in Amgen, Inc. (NASDAQ:AMGN) by 6.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 51,095 shares... 
Pfizer Inc. (NYSE:PFE) Shares Acquired by Confluence Investment Management LLC

Pfizer Inc. (NYSE:PFE) Shares Acquired by Confluence Investment Management LLC

Confluence Investment Management LLC boosted its position in shares of Pfizer Inc. (NYSE:PFE) by 0.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... 
Modus Advisors LLC Boosts Stock Position in Invesco QQQ Trust (NASDAQ:QQQ)

Modus Advisors LLC Boosts Stock Position in Invesco QQQ Trust (NASDAQ:QQQ)

Modus Advisors LLC increased its holdings in shares of Invesco QQQ Trust (NASDAQ:QQQ) by 152.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... 
Modus Advisors LLC Grows Holdings in iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Modus Advisors LLC Grows Holdings in iShares Edge MSCI Min Vol USA ETF (BATS:USMV)

Modus Advisors LLC increased its position in shares of iShares Edge MSCI Min Vol USA ETF (BATS:USMV) by 2.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... 
BEAM Asset Management LLC Has $317,000 Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)

BEAM Asset Management LLC Has $317,000 Stock Position in Vanguard Growth ETF (NYSEARCA:VUG)

BEAM Asset Management LLC reduced its holdings in Vanguard Growth ETF (NYSEARCA:VUG) by 8.0% in the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 2,020 shares of the company’s... 
BEAM Asset Management LLC Sells 375 Shares of Verizon Communications Inc. (NYSE:VZ)

BEAM Asset Management LLC Sells 375 Shares of Verizon Communications Inc. (NYSE:VZ)

BEAM Asset Management LLC cut its stake in shares of Verizon Communications Inc. (NYSE:VZ) by 5.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... 
Zero (ZER) Trading Up 10.8% Over Last 7 Days

Zero (ZER) Trading Up 10.8% Over Last 7 Days

Zero (CURRENCY:ZER) traded down 4.4% against the dollar during the 24-hour period ending at 19:00 PM ET on April 8th. Over the last seven days, Zero has traded 10.8% higher against the dollar. Zero has a market capitalization...