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Image for Douglas Lane & Associates LLC Lowers Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Douglas Lane & Associates LLC Lowers Stock Holdings in Costco Wholesale Co. (NASDAQ:COST)

Douglas Lane & Associates LLC lowered its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 2.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Lockheed Martin Co. (NYSE:LMT) Holdings Lifted by Diversified Trust Co

Lockheed Martin Co. (NYSE:LMT) Holdings Lifted by Diversified Trust Co

Diversified Trust Co increased its holdings in shares of Lockheed Martin Co. (NYSE:LMT – Get Rating) by 16.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Czech National Bank Raises Stake in General Mills, Inc. (NYSE:GIS)

Czech National Bank Raises Stake in General Mills, Inc. (NYSE:GIS)

Czech National Bank raised its stake in General Mills, Inc. (NYSE:GIS – Get Rating) by 0.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Chemistry Wealth Management LLC Sells 955 Shares of The Walt Disney Company (NYSE:DIS)

Chemistry Wealth Management LLC Sells 955 Shares of The Walt Disney Company (NYSE:DIS)

Chemistry Wealth Management LLC reduced its stake in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 4.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Key Client Fiduciary Advisors LLC Acquires New Position in Meta Platforms, Inc. (NASDAQ:META)

Key Client Fiduciary Advisors LLC Acquires New Position in Meta Platforms, Inc. (NASDAQ:META)

Key Client Fiduciary Advisors LLC acquired a new stake in Meta Platforms, Inc. (NASDAQ:META – Get Rating) in the 4th quarter, Holdings Channel reports. The fund acquired 1,984 shares of the social networking company’s... More of this article »
Image for Beech Hill Advisors Inc. Buys Shares of 20,219 Meta Platforms, Inc. (NASDAQ:META)

Beech Hill Advisors Inc. Buys Shares of 20,219 Meta Platforms, Inc. (NASDAQ:META)

Beech Hill Advisors Inc. bought a new stake in Meta Platforms, Inc. (NASDAQ:META – Get Rating) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 20,219... More of this article »
Image for Five Oceans Advisors Acquires 143 Shares of NVIDIA Co. (NASDAQ:NVDA)

Five Oceans Advisors Acquires 143 Shares of NVIDIA Co. (NASDAQ:NVDA)

Five Oceans Advisors increased its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 4.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,169... More of this article »
Image for 9,414 Shares in Meta Platforms, Inc. (NASDAQ:META) Acquired by Mayport LLC

9,414 Shares in Meta Platforms, Inc. (NASDAQ:META) Acquired by Mayport LLC

Mayport LLC acquired a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Diversified Trust Co Purchases 2,183 Shares of Caterpillar Inc. (NYSE:CAT)

Diversified Trust Co Purchases 2,183 Shares of Caterpillar Inc. (NYSE:CAT)

Diversified Trust Co increased its holdings in Caterpillar Inc. (NYSE:CAT – Get Rating) by 36.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Essex Savings Bank Has $549,000 Stake in Verizon Communications Inc. (NYSE:VZ)

Essex Savings Bank Has $549,000 Stake in Verizon Communications Inc. (NYSE:VZ)

Essex Savings Bank decreased its position in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 21.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for McDonald’s Co. (NYSE:MCD) Shares Acquired by Czech National Bank

McDonald’s Co. (NYSE:MCD) Shares Acquired by Czech National Bank

Czech National Bank increased its position in McDonald’s Co. (NYSE:MCD – Get Rating) by 0.3% during the fourth quarter, Holdings Channel reports. The fund owned 85,766 shares of the fast-food giant’s stock after... More of this article »
Image for Beech Hill Advisors Inc. Decreases Stock Position in The Walt Disney Company (NYSE:DIS)

Beech Hill Advisors Inc. Decreases Stock Position in The Walt Disney Company (NYSE:DIS)

Beech Hill Advisors Inc. trimmed its position in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 0.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 46,070... More of this article »
Image for Quantum Financial Advisors LLC Has $237,000 Stock Holdings in Verizon Communications Inc. (NYSE:VZ)

Quantum Financial Advisors LLC Has $237,000 Stock Holdings in Verizon Communications Inc. (NYSE:VZ)

Quantum Financial Advisors LLC reduced its stake in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 4.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 6,028 shares... More of this article »
Image for Global Wealth Strategies & Associates Buys New Shares in Pfizer Inc. (NYSE:PFE)

Global Wealth Strategies & Associates Buys New Shares in Pfizer Inc. (NYSE:PFE)

Global Wealth Strategies & Associates bought a new stake in shares of Pfizer Inc. (NYSE:PFE – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Phillips 66 (NYSE:PSX) Shares Sold by Vanguard Capital Wealth Advisors

Phillips 66 (NYSE:PSX) Shares Sold by Vanguard Capital Wealth Advisors

Vanguard Capital Wealth Advisors trimmed its position in shares of Phillips 66 (NYSE:PSX – Get Rating) by 37.1% during the fourth quarter, Holdings Channel reports. The firm owned 4,140 shares of the oil and gas company’s... More of this article »
Image for The Walt Disney Company (NYSE:DIS) Stock Position Cut by Vanguard Capital Wealth Advisors

The Walt Disney Company (NYSE:DIS) Stock Position Cut by Vanguard Capital Wealth Advisors

Vanguard Capital Wealth Advisors reduced its stake in The Walt Disney Company (NYSE:DIS – Get Rating) by 18.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for MBE Wealth Management LLC Sells 1,292 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

MBE Wealth Management LLC Sells 1,292 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

MBE Wealth Management LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 1.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for BlackDiamond Wealth Management Inc. Invests $240,000 in NVIDIA Co. (NASDAQ:NVDA)

BlackDiamond Wealth Management Inc. Invests $240,000 in NVIDIA Co. (NASDAQ:NVDA)

BlackDiamond Wealth Management Inc. bought a new position in NVIDIA Co. (NASDAQ:NVDA – Get Rating) during the fourth quarter, HoldingsChannel.com reports. The fund bought 1,509 shares of the computer hardware maker’s stock,... More of this article »
Image for iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Mayport LLC

iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Purchased by Mayport LLC

Mayport LLC increased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 21.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Image for Czech National Bank Boosts Holdings in Schlumberger Limited (NYSE:SLB)

Czech National Bank Boosts Holdings in Schlumberger Limited (NYSE:SLB)

Czech National Bank grew its position in shares of Schlumberger Limited (NYSE:SLB – Get Rating) by 1.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm... More of this article »
Image for Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Diversified Trust Co

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Diversified Trust Co

Diversified Trust Co cut its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 1.5% in the fourth quarter, Holdings Channel.com reports. The fund owned 143,669 shares of the network equipment provider’s stock... More of this article »
Image for AHL Investment Management Inc. Raises Holdings in PepsiCo, Inc. (NASDAQ:PEP)

AHL Investment Management Inc. Raises Holdings in PepsiCo, Inc. (NASDAQ:PEP)

AHL Investment Management Inc. lifted its holdings in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 8.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for iShares Select Dividend ETF (NASDAQ:DVY) Shares Sold by Essex Savings Bank

iShares Select Dividend ETF (NASDAQ:DVY) Shares Sold by Essex Savings Bank

Essex Savings Bank lowered its holdings in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 27.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for FactSet Research Systems (NYSE:FDS) Issues FY23 Earnings Guidance

FactSet Research Systems (NYSE:FDS) Issues FY23 Earnings Guidance

FactSet Research Systems (NYSE:FDS – Get Rating) issued an update on its FY23 earnings guidance on Thursday morning. The company provided earnings per share guidance of $14.50-14.90 for the period, compared to the consensus earnings... More of this article »
Image for Investment Partners LTD. Has $1.06 Million Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

Investment Partners LTD. Has $1.06 Million Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

Investment Partners LTD. decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 40.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for 5,027 Shares in Cisco Systems, Inc. (NASDAQ:CSCO) Purchased by Quantum Financial Advisors LLC

5,027 Shares in Cisco Systems, Inc. (NASDAQ:CSCO) Purchased by Quantum Financial Advisors LLC

Quantum Financial Advisors LLC acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 5,027... More of this article »
Image for McDonald’s Co. (NYSE:MCD) Shares Acquired by Bond & Devick Financial Network Inc.

McDonald’s Co. (NYSE:MCD) Shares Acquired by Bond & Devick Financial Network Inc.

Bond & Devick Financial Network Inc. grew its position in McDonald’s Co. (NYSE:MCD – Get Rating) by 4.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Chemistry Wealth Management LLC Acquires 100 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Chemistry Wealth Management LLC Acquires 100 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Chemistry Wealth Management LLC raised its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 6.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Bond & Devick Financial Network Inc. Has $5.24 Million Position in UnitedHealth Group Incorporated (NYSE:UNH)

Bond & Devick Financial Network Inc. Has $5.24 Million Position in UnitedHealth Group Incorporated (NYSE:UNH)

Bond & Devick Financial Network Inc. increased its position in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 0.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Mayport LLC Decreases Position in UnitedHealth Group Incorporated (NYSE:UNH)

Mayport LLC Decreases Position in UnitedHealth Group Incorporated (NYSE:UNH)

Mayport LLC lowered its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 10.2% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 679 shares of the healthcare... More of this article »
Image for Asset Planning Services Inc. LA ADV Sells 1,135 Shares of Pfizer Inc. (NYSE:PFE)

Asset Planning Services Inc. LA ADV Sells 1,135 Shares of Pfizer Inc. (NYSE:PFE)

Asset Planning Services Inc. LA ADV trimmed its stake in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 0.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Teamwork Financial Advisors LLC Makes New $3.94 Million Investment in Merck & Co., Inc. (NYSE:MRK)

Teamwork Financial Advisors LLC Makes New $3.94 Million Investment in Merck & Co., Inc. (NYSE:MRK)

Teamwork Financial Advisors LLC bought a new position in Merck & Co., Inc. (NYSE:MRK – Get Rating) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 35,476... More of this article »
Image for Veracity Capital LLC Invests $334,000 in Elevance Health, Inc. (NYSE:ELV)

Veracity Capital LLC Invests $334,000 in Elevance Health, Inc. (NYSE:ELV)

Veracity Capital LLC acquired a new stake in shares of Elevance Health, Inc. (NYSE:ELV – Get Rating) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Image for Key Client Fiduciary Advisors LLC Has $1.40 Million Stake in The Home Depot, Inc. (NYSE:HD)

Key Client Fiduciary Advisors LLC Has $1.40 Million Stake in The Home Depot, Inc. (NYSE:HD)

Key Client Fiduciary Advisors LLC boosted its holdings in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 78.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Image for Keel Point LLC Takes Position in Prologis, Inc. (NYSE:PLD)

Keel Point LLC Takes Position in Prologis, Inc. (NYSE:PLD)

Keel Point LLC purchased a new stake in Prologis, Inc. (NYSE:PLD – Get Rating) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 2,108 shares of the real... More of this article »
Image for The Home Depot, Inc. (NYSE:HD) Shares Purchased by Burt Wealth Advisors

The Home Depot, Inc. (NYSE:HD) Shares Purchased by Burt Wealth Advisors

Burt Wealth Advisors boosted its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 6.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for ServiceNow, Inc. (NYSE:NOW) Shares Sold by Newbridge Financial Services Group Inc.

ServiceNow, Inc. (NYSE:NOW) Shares Sold by Newbridge Financial Services Group Inc.

Newbridge Financial Services Group Inc. lessened its stake in shares of ServiceNow, Inc. (NYSE:NOW – Get Rating) by 17.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 388 shares of... More of this article »
Image for Ronald Blue Trust Inc. Has $828,000 Stake in Medtronic plc (NYSE:MDT)

Ronald Blue Trust Inc. Has $828,000 Stake in Medtronic plc (NYSE:MDT)

Ronald Blue Trust Inc. boosted its stake in Medtronic plc (NYSE:MDT – Get Rating) by 90.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,248... More of this article »
Image for Lathrop Investment Management Corp Raises Stock Holdings in The Home Depot, Inc. (NYSE:HD)

Lathrop Investment Management Corp Raises Stock Holdings in The Home Depot, Inc. (NYSE:HD)

Lathrop Investment Management Corp boosted its holdings in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 0.6% during the fourth quarter, HoldingsChannel.com reports. The firm owned 37,520 shares of the home improvement... More of this article »
Image for Horan Securities Inc. Grows Stock Position in The Home Depot, Inc. (NYSE:HD)

Horan Securities Inc. Grows Stock Position in The Home Depot, Inc. (NYSE:HD)

Horan Securities Inc. grew its position in The Home Depot, Inc. (NYSE:HD – Get Rating) by 13.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for InTrack Investment Management Inc Raises Stake in The Home Depot, Inc. (NYSE:HD)

InTrack Investment Management Inc Raises Stake in The Home Depot, Inc. (NYSE:HD)

InTrack Investment Management Inc boosted its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 5.2% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,017 shares... More of this article »
Image for Waste Management, Inc. (NYSE:WM) Shares Acquired by Ronald Blue Trust Inc.

Waste Management, Inc. (NYSE:WM) Shares Acquired by Ronald Blue Trust Inc.

Ronald Blue Trust Inc. raised its holdings in Waste Management, Inc. (NYSE:WM – Get Rating) by 35.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Czech National Bank Acquires 455 Shares of American Electric Power Company, Inc. (NASDAQ:AEP)

Czech National Bank Acquires 455 Shares of American Electric Power Company, Inc. (NASDAQ:AEP)

Czech National Bank grew its holdings in shares of American Electric Power Company, Inc. (NASDAQ:AEP – Get Rating) by 0.8% during the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Czech National Bank Buys 1,353 Shares of Boston Scientific Co. (NYSE:BSX)

Czech National Bank Buys 1,353 Shares of Boston Scientific Co. (NYSE:BSX)

Czech National Bank grew its stake in Boston Scientific Co. (NYSE:BSX – Get Rating) by 0.8% during the 4th quarter, HoldingsChannel reports. The fund owned 167,727 shares of the medical equipment provider’s stock after... More of this article »
Image for Lowe Wealth Advisors LLC Reduces Stake in Verizon Communications Inc. (NYSE:VZ)

Lowe Wealth Advisors LLC Reduces Stake in Verizon Communications Inc. (NYSE:VZ)

Lowe Wealth Advisors LLC lowered its position in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 18.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Veracity Capital LLC Has $280,000 Stake in Truist Financial Co. (NYSE:TFC)

Veracity Capital LLC Has $280,000 Stake in Truist Financial Co. (NYSE:TFC)

Veracity Capital LLC trimmed its stake in Truist Financial Co. (NYSE:TFC – Get Rating) by 8.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Image for Darwin Wealth Management LLC Reduces Holdings in The Home Depot, Inc. (NYSE:HD)

Darwin Wealth Management LLC Reduces Holdings in The Home Depot, Inc. (NYSE:HD)

Darwin Wealth Management LLC decreased its holdings in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 6.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Image for Keel Point LLC Makes New Investment in The TJX Companies, Inc. (NYSE:TJX)

Keel Point LLC Makes New Investment in The TJX Companies, Inc. (NYSE:TJX)

Keel Point LLC bought a new position in shares of The TJX Companies, Inc. (NYSE:TJX – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Centennial Wealth Advisory LLC Increases Position in Sempra Energy (NYSE:SRE)

Centennial Wealth Advisory LLC Increases Position in Sempra Energy (NYSE:SRE)

Centennial Wealth Advisory LLC raised its holdings in shares of Sempra Energy (NYSE:SRE – Get Rating) by 12.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for UnitedHealth Group Incorporated (NYSE:UNH) is Vanguard Capital Wealth Advisors’ 2nd Largest Position

UnitedHealth Group Incorporated (NYSE:UNH) is Vanguard Capital Wealth Advisors’ 2nd Largest Position

Vanguard Capital Wealth Advisors grew its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 0.4% in the 4th quarter, HoldingsChannel reports. The firm owned 13,519 shares of the healthcare conglomerate’s... More of this article »