Davenport & Company Upped Bdx (BDX) Position by $529,035; Cliftonlarsonallen Wealth Advisors Decreased Position in Us Bancorp Del (USB) as Stock Value Declined

January 17, 2018 - By Maria Brooks

Davenport & Company Llc increased its stake in Bdx (BDX) by 117.55% based on its latest 2017Q3 regulatory filing with the SEC. Davenport & Company Llc bought 2,713 shares as the company’s stock rose 1.79% with the market. The institutional investor held 5,021 shares of the health care company at the end of 2017Q3, valued at $983,000, up from 2,308 at the end of the previous reported quarter. Davenport & Company Llc who had been investing in Bdx for a number of months, seems to be bullish on the $60.83 billion market cap company. The stock decreased 0.10% or $0.22 during the last trading session, reaching $228.32. About 144,651 shares traded. Becton, Dickinson and Company (NYSE:BDX) has risen 12.32% since January 17, 2017 and is uptrending. It has underperformed by 4.38% the S&P500.

Cliftonlarsonallen Wealth Advisors Llc decreased its stake in Us Bancorp Del (USB) by 23.68% based on its latest 2017Q3 regulatory filing with the SEC. Cliftonlarsonallen Wealth Advisors Llc sold 9,300 shares as the company’s stock declined 6.89% while stock markets rallied. The institutional investor held 29,977 shares of the major banks company at the end of 2017Q3, valued at $1.61 million, down from 39,277 at the end of the previous reported quarter. Cliftonlarsonallen Wealth Advisors Llc who had been investing in Us Bancorp Del for a number of months, seems to be less bullish one the $92.33B market cap company. The stock decreased 2.68% or $1.53 during the last trading session, reaching $55.64. About 1.57M shares traded. U.S. Bancorp (NYSE:USB) has risen 23.07% since January 17, 2017 and is uptrending. It has outperformed by 6.37% the S&P500.

Since August 9, 2017, it had 0 insider buys, and 1 insider sale for $15,927 activity.

Among 30 analysts covering U.S. Bancorp (NYSE:USB), 8 have Buy rating, 2 Sell and 20 Hold. Therefore 27% are positive. U.S. Bancorp had 79 analyst reports since August 6, 2015 according to SRatingsIntel. Piper Jaffray downgraded the shares of USB in report on Wednesday, November 16 to “Neutral” rating. The stock of U.S. Bancorp (NYSE:USB) earned “Hold” rating by Keefe Bruyette & Woods on Wednesday, September 13. On Thursday, September 7 the stock rating was maintained by RBC Capital Markets with “Buy”. As per Tuesday, December 12, the company rating was downgraded by UBS. Wedbush initiated it with “Neutral” rating and $46 target in Friday, October 7 report. Deutsche Bank upgraded it to “Buy” rating and $20.0 target in Wednesday, January 13 report. Piper Jaffray maintained U.S. Bancorp (NYSE:USB) on Sunday, September 17 with “Hold” rating. As per Wednesday, July 22, the company rating was initiated by Canaccord Genuity. The stock of U.S. Bancorp (NYSE:USB) has “Neutral” rating given on Wednesday, November 1 by JP Morgan. Jefferies maintained it with “Buy” rating and $63.0 target in Monday, January 8 report.

Investors sentiment decreased to 0.89 in 2017 Q3. Its down 0.01, from 0.9 in 2017Q2. It worsened, as 61 investors sold USB shares while 441 reduced holdings. 81 funds opened positions while 368 raised stakes. 1.20 billion shares or 1.15% less from 1.21 billion shares in 2017Q2 were reported. Mitchell Mcleod Pugh Williams accumulated 0.82% or 20,790 shares. Mcf Advisors Ltd Llc accumulated 7,829 shares or 0.08% of the stock. Farmers Bankshares stated it has 21,505 shares. Factory Mutual Ins accumulated 1.42 million shares or 0.83% of the stock. 30,244 are owned by Neville Rodie Shaw. Thrivent Fincl For Lutherans invested 0.01% in U.S. Bancorp (NYSE:USB). Reynders Mcveigh Ltd Liability Company holds 0.14% in U.S. Bancorp (NYSE:USB) or 20,690 shares. M&T Retail Bank Corporation holds 0.23% or 776,252 shares in its portfolio. Lowe Brockenbrough Inc has 35,066 shares for 0.29% of their portfolio. Bradley Foster Sargent Inc Ct invested 0.71% in U.S. Bancorp (NYSE:USB). Clearbridge Ltd Liability Corporation, New York-based fund reported 6.33M shares. Donaldson Cap Mgmt Limited Liability reported 2.44% stake. 5.65M are owned by Credit Suisse Ag. At Fincl Bank stated it has 0.15% of its portfolio in U.S. Bancorp (NYSE:USB). Strategic Svcs accumulated 105,592 shares or 0.93% of the stock.

Cliftonlarsonallen Wealth Advisors Llc, which manages about $2.03 billion and $945.21 million US Long portfolio, upped its stake in Schwab Strategic Tr (SCHZ) by 39,787 shares to 219,160 shares, valued at $11.48 million in 2017Q3, according to the filing. It also increased its holding in Ishares Tr (IEI) by 24,963 shares in the quarter, for a total of 75,766 shares, and has risen its stake in Ishares Tr (IVW).

Investors sentiment decreased to 0.93 in 2017 Q3. Its down 0.25, from 1.18 in 2017Q2. It worsened, as 53 investors sold BDX shares while 344 reduced holdings. 74 funds opened positions while 297 raised stakes. 197.53 million shares or 0.90% more from 195.76 million shares in 2017Q2 were reported. 50,343 were accumulated by Northwestern Mutual Wealth Mngmt Company. Torray Ltd reported 53,205 shares stake. Aviva Public Ltd Limited Liability Company holds 396,158 shares or 0.42% of its portfolio. Colony Grp Limited Company owns 11,621 shares. Verity Verity Limited Liability Company accumulated 1.57% or 27,472 shares. Colonial Advsrs holds 0.14% of its portfolio in Becton, Dickinson and Company (NYSE:BDX) for 3,205 shares. Savings Bank Of Montreal Can reported 334,885 shares. Lmr Prns Ltd Liability Partnership stated it has 0.09% in Becton, Dickinson and Company (NYSE:BDX). Sentry Investments Corporation stated it has 1,700 shares. Cetera Advisors Limited Liability Company has 0.02% invested in Becton, Dickinson and Company (NYSE:BDX) for 1,724 shares. Bath Savings Trust stated it has 0.1% of its portfolio in Becton, Dickinson and Company (NYSE:BDX). Df Dent, Maryland-based fund reported 1,475 shares. 10,078 are owned by Lombard Odier Asset (Switzerland) Sa. Grantham Mayo Van Otterloo And owns 541,066 shares for 0.62% of their portfolio. Maine-based Vigilant Capital Mgmt Ltd Liability Corporation has invested 0.01% in Becton, Dickinson and Company (NYSE:BDX).

Since August 9, 2017, it had 0 buys, and 9 insider sales for $15.96 million activity. Shares for $941,254 were sold by Tharby Linda M. 7,463 shares valued at $1.50M were sold by Mas Ribo Alberto on Monday, August 14. On Monday, August 14 Shabshab Nabil sold $1.24M worth of Becton, Dickinson and Company (NYSE:BDX) or 6,149 shares. $3.16M worth of Becton, Dickinson and Company (NYSE:BDX) shares were sold by COHEN GARY M. On Wednesday, August 9 Polen Thomas E Jr sold $1.18M worth of Becton, Dickinson and Company (NYSE:BDX) or 5,971 shares. Lim James C also sold $714,210 worth of Becton, Dickinson and Company (NYSE:BDX) shares.

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