Insider Trades Roundup: Arconic, Walgreens, Alphabet

Reviewing the largest insider buys and sales of the week

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Feb 12, 2017
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The GuruFocus All-in-One Screener can be used to find insider trades from the past week. Under the Insiders tab, change the settings for All Insider Buying to “$2,000,000+,” the duration to “February 2017” and All Insider Sales to “$5,000,000+.”

According to the above filters, the following are trades from company insiders this week.

Elliott Associates LP and Elliott International LP, 10% owner of Arconic Inc. (ARNC), bought a total of 249,000 shares at prices between $25.88 and $26.36 per share on Feb. 6, 7, 8 and 9. Since then, the price of the stock has risen to $27.30.

The company has an institutional ownership of 36.57% and insider ownership of 0.29%. It develops and manufactures engineered products and solutions for the aerospace, industrial gas turbine, commercial transportation and oil and gas markets. Engineered Products and Solutions offers comprehensive capabilities, from advanced alloy and 3D printing powder development to advanced manufacturing and qualification expertise.

During the last 12 months, the price of the stock has risen by 32% and the price is 0.37% below its 52-week high and 58.93% above its 52-week low.

Legion Partners Asset Management, director and 10% owner of Ciber Inc. (CBR), bought 2,428,705 shares in the company for 31 cents per share on Feb. 7. Since then, the price of the stock has risen by 25.8% to 39 cents.

The company has an institutional ownership of 76.55% and insider ownership of 12.38%. It is an information technology services company. The company solves complex IT and business issues across various industries such as manufacturing, healthcare and life sciences, communications, energy and utilities and financial services.

During the last 12 months, the price of the stock has dropped by 86% and is now trading with a PB ratio of 0.22. The price is 85.96% below its 52-week high and 81.82% above its 52-week low.

Barra Ornella, Co-COO of Walgreens Boots Alliance Inc. (WBA), bought 124,000 shares of the company for $80.93 per share on Feb. 7. Since then, the price of the stock has risen by 1.8% to $82.38.

The company has an institutional ownership of 61.92% and insider ownership of 0.82%. It operates drugstores in the U.S. It provides consumer goods and services, pharmacy and health and wellness services.

During the last 12 months, the price of the stock has risen by 9% and is now trading with a P/B ratio of 3.01. The price is 7.35% below its 52-week high and 13.02% above its 52-week low.

Claiborne P. Deming, director of Murphy USA Inc. (MUSA), bought 15,000 shares of the company for $65.39 per share on Feb. 7. Since then, the price of the stock has risen by 0.9% to $66.01.

The company has an institutional ownership of 90.08% and insider ownership of 1.58%. It is engaged in marketing of retail motor fuel products and convenience merchandise through a large chain of 1,263 retail stations.

During the last 12 months, the price of the stock has dropped by 11% and is now trading with a P/B ratio of 3.49. The price is 18.26% below its 52-week high and 15.51% above its 52-week low.

Most important insider sales of the week

MasterCard Foundation, 10% owner of Mastercard Inc. Class (MA), sold 205,035 shares of the company for $106.07 per share on Feb. 9. Since then, the price of the stock has risen by 0.6% to $107.30.

The company has an institutional ownership of 88.40% and insider ownership of 0.11%. It is a technology company in the payments industry that connects consumers, financial institutions, merchants, governments and businesses, enabling them to use electronic forms of payment instead of cash and checks.

During the last 12 months, the price of the stock has risen by 32% and is now trading with a P/B ratio of 20.37. The price is 4.02% below its 52-week high and 35.76% above its 52-week low.

Brin Serger, president and 10% owner of Alphabet Inc. Class CÂ (GOOG), sold 66,664 shares of the company for $819.06 per share on Feb. 7 and 8. Since then, the price of the stock has declined by 1.15% to $809.56.

The company has an institutional ownership of 34.81% and insider ownership of 0.36%. Through its subsidiary, Google Inc. is engaged in improving the ways people connect with information and products including Search, Android, YouTube, Apps, Maps and Ads. It also produces internet-connected home devices and provides internet services.

During the last 12 months, the price of the stock has risen by 18% and is now trading with a P/B ratio of 4.12. The price is the price is 4.15% below its 52-week high and 21.70% above its 52-week low.

Michael D. Perone, chief marketing officer of Barracuda Networks Inc. (CUDA), sold 296,845 shares of the company for $24.18 per share on Feb. 8. Since then, the price of the stock has declined by 0.5% to $24.07.

The company has an institutional ownership of 49.04% and insider ownership of 16.98%. It designs and delivers security and storage solutions. It offers cloud-connected solutions that help customers address security threats, improve network performance and protect and store data.

During the last 12 months, the price of the stock has risen by 132% and is now trading with a P/E ratio of 126.74. The price is the price is 9.78% below its 52-week high and 142.25% above its 52-week low.

William P. Noglows, director of Cabot Microelectronics Corp. (CCMP), sold 75,000 shares of the company for $67.25 per share on Feb. 8. Since then, the price of the stock has declined by 0.4% to $67.00.

The company is the supplier of polishing slurries and a growing polishing pad supplier used in the manufacture of integrated circuit devices within the semiconductor industry, in a process called chemical mechanical planarization.

During the last 12 months, the price of the stock has risen by 78% and is now trading with a P/B ratio of 3.23. The price of the stock is 2.78% below its 52-week high and 95.16% above its 52-week low.

Disclosure: I do not own any shares of any stocks mentioned in this article.

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