Live Breaking News & Updates on Joel isaacson co

Toth Financial Advisory Corp Sells 369 Shares of Becton, Dickinson and Company (NYSE:BDX)

Toth Financial Advisory Corp lessened its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 1.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,137 shares of the medical instruments supplier’s stock after selling 369 shares during the quarter. Toth […]

Raymond-james , Becton-dickinson , Thomasj-spoerel , Americana-partners , Barclays , Securities-exchange-commission , Joel-isaacson-co , Toth-financial-advisory-corp , International-assets-investment-management , Company-daily , Company-profile , Bd-life-sciences

Bleakley Financial Group LLC Acquires 29,949 Shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Bleakley Financial Group LLC increased its stake in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 39.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,452 shares of the exchange traded fund’s stock after acquiring an […]

Woodard-co , Exchange-commission , Blue-bell-private-wealth-management , Value-index-fund , Asset-management-group-inc , Bleakley-financial-group , Company-profile , Wealth-management , Joel-isaacson-co , Cambiar-investors , Shares-russell

Becton, Dickinson and Company (NYSE:BDX) Shares Sold by Equitable Trust Co.

Equitable Trust Co. trimmed its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 5.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,783 shares of the medical instruments supplier’s stock after selling 223 shares during the period. Equitable Trust Co.’s […]

Dekabank-deutsche-girozentrale , Becton-dickinson , Thomasj-spoerel , Raymond-james , Americana-partners , Bd-life-sciences , Company-dividend-announcement , Joel-isaacson-co , Barclays , Equitable-trust-co , Company-daily , Arlington-trust-co

Walter & Keenan Wealth Management LLC IN ADV Has $408,000 Holdings in Colgate-Palmolive (NYSE:CL)

Walter & Keenan Wealth Management LLC IN ADV trimmed its position in shares of Colgate-Palmolive (NYSE:CL – Free Report) by 10.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,119 shares of the company’s stock after selling 599 shares during the period. Walter […]

United-states , America , C-martin-harris , Noelr-wallace , Dekabank-deutsche-girozentrale , Raymond-james , Joel-isaacson-co , Wallington-asset-management , Palmolive-company , Walter-keenan-wealth-management , Securities-exchange-commission , Morgan-stanley

Bleakley Financial Group LLC Raises Stock Holdings in Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN)

Bleakley Financial Group LLC grew its stake in shares of Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN – Free Report) by 10.6% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 8,977 shares of the biopharmaceutical company’s stock after buying an additional 860 shares during the period. Bleakley Financial Group LLC’s holdings in Regeneron Pharmaceuticals were worth […]

Arthurf-ryan , Dekabank-deutsche-girozentrale , Andrewj-murphy , News-ratings-for-regeneron-pharmaceuticals-daily , Tritonpoint-wealth , Tamar-securities , Barclays , Meeder-advisory-services-inc , Morgan-stanley , Joel-isaacson-co , Quarter-for-regeneron-pharmaceuticals , Cantor-fitzgerald

FARMERS & MERCHANTS TRUST Co OF LONG BEACH Boosts Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

FARMERS & MERCHANTS TRUST Co OF LONG BEACH boosted its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,649 shares of the company’s stock after buying […]

United-states , Meeder-asset-management-inc , Joel-isaacson-co , Carlton-hofferkamp-jenks-wealth-management , First-merchants-corp , Pinion-investment-advisors , Company-profile , Exchange-commission , Russell-midcap-value-index-fund , Shares-russell-mid-cap-value , Free-report

Ruedi Wealth Management Inc. Has $6.09 Million Holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS)

Ruedi Wealth Management Inc. grew its position in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 7.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 102,067 shares of the company’s stock after acquiring an additional 7,288 […]

Texas , United-states , Phillips-financial-management , Pinkerton-retirement-specialists , Securities-exchange-commission , Joel-isaacson-co , Walter-keenan-wealth-management , Heritage-wealth-management-inc , Ruedi-wealth-management-inc , Ruedi-wealth-management , Free-report

Valley National Advisers Inc. Reduces Stock Position in Emerson Electric Co. (NYSE:EMR)

Valley National Advisers Inc. lowered its position in Emerson Electric Co. (NYSE:EMR – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,630 shares of the industrial products company’s stock after selling 740 shares during the […]

United-states , Massachusetts , America , Marka-blinn , Meeder-advisory-services-inc , Joel-isaacson-co , Equitable-trust-co , Berenberg-bank , Systems-software , Emerson-electric-co , Exchange-commission

907 Shares in Applied Materials, Inc. (NASDAQ:AMAT) Acquired by O Brien Wealth Partners LLC

O Brien Wealth Partners LLC purchased a new position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 907 shares of the manufacturing equipment provider’s stock, valued at approximately $147,000. A number of other institutional investors have […]

America-bofa , Raymond-james , Stifel-nicolaus , Joel-isaacson-co , Needham-company , Applied-materials , Meeder-advisory-services-inc , Materials-inc , Capital-management-associates-inc , Bleakley-financial-group , Nisa-investment-advisors , O-brien-wealth-partners

7,414 Shares in Oracle Co. (NYSE:ORCL) Acquired by SeaBridge Investment Advisors LLC

SeaBridge Investment Advisors LLC purchased a new position in shares of Oracle Co. (NYSE:ORCL – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 7,414 shares of the enterprise software provider’s stock, valued at approximately $782,000. A number of other large investors have also […]

Safra-catz , Oracle-co , Oracle , Smith-salley-associates , Netsuite , Sky-investment-group , Sabal-trust , Securities-exchange-commission , Erste-group-bank , Wolfe-research , Joel-isaacson-co , Mirae-asset-global-investments-co