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Centennial Wealth Advisory LLC Purchases 1,493 Shares of Intel Co. (NASDAQ:INTC)
Centennial Wealth Advisory LLC lifted its position in shares of Intel Co. (NASDAQ:INTC – Get Rating) by 17.2% in the fourth quarter, HoldingsChannel.com reports. The fund owned 10,164 shares of the chip maker’s stock after... More of this article »
Douglas Lane & Associates LLC Sells 183 Shares of Colgate-Palmolive (NYSE:CL)
Douglas Lane & Associates LLC lowered its position in shares of Colgate-Palmolive (NYSE:CL – Get Rating) by 0.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
BlackDiamond Wealth Management Inc. Purchases 137 Shares of The Walt Disney Company (NYSE:DIS)
BlackDiamond Wealth Management Inc. increased its position in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 4.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Centennial Wealth Advisory LLC Makes New $230,000 Investment in Meta Platforms, Inc. (NASDAQ:META)
Centennial Wealth Advisory LLC purchased a new position in Meta Platforms, Inc. (NASDAQ:META – Get Rating) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Verizon Communications Inc. (NYSE:VZ) Shares Acquired by David J Yvars Group
David J Yvars Group boosted its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 7.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
David J Yvars Group Sells 296 Shares of McDonald’s Co. (NYSE:MCD)
David J Yvars Group cut its holdings in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 20.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
First PREMIER Bank Purchases 450 Shares of The Charles Schwab Co. (NYSE:SCHW)
First PREMIER Bank lifted its position in shares of The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 169.8% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 715 shares of the financial... More of this article »
CVS Health Co. (NYSE:CVS) Shares Sold by Veracity Capital LLC
Veracity Capital LLC lowered its position in CVS Health Co. (NYSE:CVS – Get Rating) by 36.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,356 shares of the pharmacy... More of this article »
Vanguard Capital Wealth Advisors Buys 574 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Vanguard Capital Wealth Advisors raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 2.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Patriot Financial Group Insurance Agency LLC Increases Stake in American Express (NYSE:AXP)
Patriot Financial Group Insurance Agency LLC grew its stake in American Express (NYSE:AXP) by 5.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 3,230 shares of the payment services company’s... More of this article »
Bay Rivers Group Increases Holdings in NVIDIA Co. (NASDAQ:NVDA)
Bay Rivers Group increased its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 2.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
Ronald Blue Trust Inc. Has $699,000 Stock Position in CSX Co. (NASDAQ:CSX)
Ronald Blue Trust Inc. boosted its stake in shares of CSX Co. (NASDAQ:CSX – Get Rating) by 8.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 26,232 shares of the transportation... More of this article »
Diversified Trust Co Boosts Holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Diversified Trust Co lifted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 3.0% in the fourth quarter, Holdings Channel reports. The firm owned 25,649 shares of the exchange traded... More of this article »
Key Client Fiduciary Advisors LLC Has $663,000 Stock Holdings in Merck & Co., Inc. (NYSE:MRK)
Key Client Fiduciary Advisors LLC lifted its holdings in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 63.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 5,973 shares of the company’s stock after... More of this article »
iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) Shares Purchased by Well Done LLC
Well Done LLC increased its position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Get Rating) by 37.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Arthur M. Cohen & Associates LLC Cuts Stock Holdings in McDonald’s Co. (NYSE:MCD)
Arthur M. Cohen & Associates LLC reduced its position in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 0.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 6,505 shares of... More of this article »
Diversified Trust Co Has $2.41 Million Stock Position in Adobe Inc. (NASDAQ:ADBE)
Diversified Trust Co increased its stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 7.7% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 7,159 shares... More of this article »
Papp L Roy & Associates Reduces Stock Position in PepsiCo, Inc. (NASDAQ:PEP)
Papp L Roy & Associates lessened its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 1.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 48,180... More of this article »
Investment Partners LTD. Sells 25,338 Shares of Ford Motor (NYSE:F)
Investment Partners LTD. decreased its stake in Ford Motor (NYSE:F – Get Rating) by 66.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Bristol John W & Co. Inc. NY Sells 428 Shares of Pfizer Inc. (NYSE:PFE)
Bristol John W & Co. Inc. NY trimmed its position in Pfizer Inc. (NYSE:PFE – Get Rating) by 3.7% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 11,070 shares of... More of this article »
Czech National Bank Increases Position in KLA Co. (NASDAQ:KLAC)
Czech National Bank increased its stake in KLA Co. (NASDAQ:KLAC – Get Rating) by 0.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,597 shares of the semiconductor... More of this article »
Essex Savings Bank Has $305,000 Stock Position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI)
Essex Savings Bank grew its position in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Get Rating) by 11.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 5,595 shares of the company’s... More of this article »
NVIDIA Co. (NASDAQ:NVDA) Shares Bought by Vanguard Capital Wealth Advisors
Vanguard Capital Wealth Advisors grew its holdings in NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 7.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,007 shares of... More of this article »
Merck & Co., Inc. (NYSE:MRK) Holdings Cut by Douglas Lane & Associates LLC
Douglas Lane & Associates LLC lowered its holdings in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 5.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Douglas Lane & Associates LLC Cuts Stake in PepsiCo, Inc. (NASDAQ:PEP)
Douglas Lane & Associates LLC lowered its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 0.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Bond & Devick Financial Network Inc. Invests $217,000 in Mastercard Incorporated (NYSE:MA)
Bond & Devick Financial Network Inc. acquired a new position in shares of Mastercard Incorporated (NYSE:MA – Get Rating) during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Investment Partners LTD. Sells 815 Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)
Investment Partners LTD. reduced its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Get Rating) by 22.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Investment Partners LTD. Trims Stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR)
Investment Partners LTD. reduced its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Get Rating) by 26.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Investment Partners LTD. Lowers Position in Fidelity National Financial, Inc. (NYSE:FNF)
Investment Partners LTD. cut its holdings in Fidelity National Financial, Inc. (NYSE:FNF – Get Rating) by 25.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
IAM Advisory LLC Reduces Stake in McDonald’s Co. (NYSE:MCD)
IAM Advisory LLC decreased its stake in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 8.5% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 2,476 shares... More of this article »
Quantum Financial Advisors LLC Has $504,000 Stake in PepsiCo, Inc. (NASDAQ:PEP)
Quantum Financial Advisors LLC lifted its position in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 5.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Well Done LLC Invests $200,000 in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY)
Well Done LLC bought a new stake in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Get Rating) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Essex Savings Bank Buys 232 Shares of McDonald’s Co. (NYSE:MCD)
Essex Savings Bank grew its stake in McDonald’s Co. (NYSE:MCD – Get Rating) by 3.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 6,958 shares of the fast-food giant’s stock after acquiring... More of this article »
BlackDiamond Wealth Management Inc. Sells 57 Shares of PepsiCo, Inc. (NASDAQ:PEP)
BlackDiamond Wealth Management Inc. cut its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 2.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
MBE Wealth Management LLC Purchases New Position in McDonald’s Co. (NYSE:MCD)
MBE Wealth Management LLC purchased a new stake in McDonald’s Co. (NYSE:MCD – Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 1,746 shares of... More of this article »
Norfolk Southern Co. (NYSE:NSC) Shares Sold by Czech National Bank
Czech National Bank trimmed its position in Norfolk Southern Co. (NYSE:NSC – Get Rating) by 0.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Visa Inc. (NYSE:V) Shares Purchased by IVC Wealth Advisors LLC
IVC Wealth Advisors LLC grew its holdings in shares of Visa Inc. (NYSE:V – Get Rating) by 88.0% in the 4th quarter, Holdings Channel reports. The fund owned 11,353 shares of the credit-card processor’s stock after acquiring... More of this article »
Veery Capital LLC Increases Stock Position in Visa Inc. (NYSE:V)
Veery Capital LLC raised its position in shares of Visa Inc. (NYSE:V – Get Rating) by 3.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,977 shares... More of this article »
Connecticut Wealth Management LLC Acquires 933 Shares of EOG Resources, Inc. (NYSE:EOG)
Connecticut Wealth Management LLC increased its holdings in EOG Resources, Inc. (NYSE:EOG – Get Rating) by 51.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,748 shares of the energy exploration company’s... More of this article »
Keel Point LLC Has $178,000 Stock Holdings in Ford Motor (NYSE:F)
Keel Point LLC boosted its holdings in shares of Ford Motor (NYSE:F – Get Rating) by 48.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 15,304 shares of the auto manufacturer’s... More of this article »
Keel Point LLC Takes $205,000 Position in Prudential Financial, Inc. (NYSE:PRU)
Keel Point LLC bought a new stake in Prudential Financial, Inc. (NYSE:PRU – Get Rating) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 2,065 shares of the... More of this article »
Leavell Investment Management Inc. Lowers Holdings in U.S. Bancorp (NYSE:USB)
Leavell Investment Management Inc. trimmed its holdings in U.S. Bancorp (NYSE:USB – Get Rating) by 5.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 24,623... More of this article »
Bangor Savings Bank Lowers Position in Chevron Co. (NYSE:CVX)
Bangor Savings Bank cut its stake in shares of Chevron Co. (NYSE:CVX – Get Rating) by 15.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 18,099 shares of the oil and gas company’s stock after selling... More of this article »
Newbridge Financial Services Group Inc. Has $132,000 Stock Holdings in Freeport-McMoRan Inc. (NYSE:FCX)
Newbridge Financial Services Group Inc. grew its holdings in Freeport-McMoRan Inc. (NYSE:FCX – Get Rating) by 46.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Leavell Investment Management Inc. Has $7.53 Million Position in Johnson & Johnson (NYSE:JNJ)
Leavell Investment Management Inc. lowered its stake in shares of Johnson & Johnson (NYSE:JNJ – Get Rating) by 1.4% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 42,628 shares... More of this article »
Vanguard Capital Wealth Advisors Takes Position in Novartis AG (NYSE:NVS)
Vanguard Capital Wealth Advisors purchased a new position in Novartis AG (NYSE:NVS – Get Rating) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 2,357 shares of the company’s stock, valued at approximately... More of this article »
Diversified Trust Co Lowers Stock Position in The Cigna Group (NYSE:CI)
Diversified Trust Co reduced its stake in The Cigna Group (NYSE:CI – Get Rating) by 6.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Sold by Bristol John W & Co. Inc. NY
Bristol John W & Co. Inc. NY decreased its position in The Walt Disney Company (NYSE:DIS – Get Rating) by 39.9% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 313,231 shares... More of this article »