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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 »