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AT&T Inc. (NYSE:T) Shares Sold by Douglas Lane & Associates LLC
Douglas Lane & Associates LLC cut its position in shares of AT&T Inc. (NYSE:T – Get Rating) by 8.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Bank of Stockton Sells 469 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)
Bank of Stockton reduced its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Get Rating) by 3.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Well Done LLC Boosts Holdings in The Coca-Cola Company (NYSE:KO)
Well Done LLC increased its holdings in The Coca-Cola Company (NYSE:KO – Get Rating) by 6.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Diversified Trust Co Trims Stock Position in ConocoPhillips (NYSE:COP)
Diversified Trust Co cut its stake in shares of ConocoPhillips (NYSE:COP – Get Rating) by 9.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned... More of this article »
Abbott Laboratories (NYSE:ABT) Shares Sold by Douglas Lane & Associates LLC
Douglas Lane & Associates LLC lowered its stake in shares of Abbott Laboratories (NYSE:ABT – Get Rating) by 1.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
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 »
Diversified Trust Co Increases Stake in Wells Fargo & Company (NYSE:WFC)
Diversified Trust Co lifted its stake in Wells Fargo & Company (NYSE:WFC) by 9.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 34,154 shares of the financial... More of this article »
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 »
Lockheed Martin Co. (NYSE:LMT) Shares Purchased by Well Done LLC
Well Done LLC increased its position in shares of Lockheed Martin Co. (NYSE:LMT – Get Rating) by 3.5% during the fourth quarter, Holdings Channel reports. The fund owned 711 shares of the aerospace company’s stock after... More of this article »
Teamwork Financial Advisors LLC Cuts Position in Honeywell International Inc. (NASDAQ:HON)
Teamwork Financial Advisors LLC decreased its position in shares of Honeywell International Inc. (NASDAQ:HON – Get Rating) by 7.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
General Mills, Inc. (NYSE:GIS) Shares Sold by Investment Partners LTD.
Investment Partners LTD. trimmed its position in shares of General Mills, Inc. (NYSE:GIS – Get Rating) by 13.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
663 Shares in Mastercard Incorporated (NYSE:MA) Acquired by Teamwork Financial Advisors LLC
Teamwork Financial Advisors LLC purchased a new position in Mastercard Incorporated (NYSE:MA – Get Rating) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor ... More of this article »
Deere & Company (NYSE:DE) Shares Bought by Diversified Trust Co
Diversified Trust Co raised its holdings in Deere & Company (NYSE:DE – Get Rating) by 31.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 4,356 shares of the industrial products... More of this article »
Czech National Bank Increases Stock Position in The Walt Disney Company (NYSE:DIS)
Czech National Bank raised its position in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 0.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm... More of this article »
Well Done LLC Reduces Holdings in Salesforce, Inc. (NYSE:CRM)
Well Done LLC decreased its holdings in shares of Salesforce, Inc. (NYSE:CRM – Get Rating) by 9.9% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 1,536 shares of the CRM provider’s... More of this article »
ForthRight Wealth Management LLC Sells 359 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
ForthRight Wealth Management LLC lessened its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Get Rating) by 13.6% during the fourth quarter, according to the company in its most recent filing with the... More of this article »
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 »
Essex Savings Bank Has $232,000 Stock Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)
Essex Savings Bank lessened its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Get Rating) by 30.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 3,771 shares of the company’s... More of this article »
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 »
Global Wealth Strategies & Associates Takes $28,000 Position in Vanguard Growth ETF (NYSEARCA:VUG)
Global Wealth Strategies & Associates acquired a new stake in shares of Vanguard Growth ETF (NYSEARCA:VUG – Get Rating) in the fourth quarter, HoldingsChannel reports. The fund acquired 133 shares of the company’s... 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 »
Czech National Bank Has $6.55 Million Holdings in The Sherwin-Williams Company (NYSE:SHW)
Czech National Bank raised its stake in The Sherwin-Williams Company (NYSE:SHW – Get Rating) by 0.7% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 27,602 shares of... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Purchased by Diversified Trust Co
Diversified Trust Co lifted its holdings in The Walt Disney Company (NYSE:DIS – Get Rating) by 43.7% in the fourth quarter, Holdings Channel reports. The firm owned 21,024 shares of the entertainment giant’s stock after... More of this article »
International Business Machines Co. (NYSE:IBM) Shares Sold by Diversified Trust Co
Diversified Trust Co decreased its holdings in International Business Machines Co. (NYSE:IBM – Get Rating) by 5.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 11,303... 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 »
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 »
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 »
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 »
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 »
Diversified Trust Co Has $1.40 Million Stock Position in Comcast Co. (NASDAQ:CMCSA)
Diversified Trust Co decreased its position in shares of Comcast Co. (NASDAQ:CMCSA – Get Rating) by 14.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Douglas Lane & Associates LLC Has $4.03 Million Position in Amgen Inc. (NASDAQ:AMGN)
Douglas Lane & Associates LLC lowered its stake in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 6.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Essex Savings Bank Increases Stock Holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Essex Savings Bank lifted its stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Get Rating) by 30.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities... 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 »
Vanguard Capital Wealth Advisors Trims Stake in Verizon Communications Inc. (NYSE:VZ)
Vanguard Capital Wealth Advisors lessened its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 12.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Beech Hill Advisors Inc. Reduces Stock Holdings in McDonald’s Co. (NYSE:MCD)
Beech Hill Advisors Inc. decreased its holdings in McDonald’s Co. (NYSE:MCD – Get Rating) by 37.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Investment Partners LTD. Decreases Stake in Bank of America Co. (NYSE:BAC)
Investment Partners LTD. lowered its position in shares of Bank of America Co. (NYSE:BAC – Get Rating) by 74.1% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 10,019 shares of the... 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 »
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 »
Bristol-Myers Squibb (NYSE:BMY) Shares Acquired by Keel Point LLC
Keel Point LLC lifted its position in shares of Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 26.3% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,572... More of this article »
Ronald Blue Trust Inc. Purchases 2,372 Shares of American Express (NYSE:AXP)
Ronald Blue Trust Inc. increased its position in American Express (NYSE:AXP) by 82.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,239 shares of the... 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 »
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 »
First PREMIER Bank Grows Position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG)
First PREMIER Bank grew its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 1,197.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... 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 »
AbbVie Inc. (NYSE:ABBV) Stock Position Trimmed by David J Yvars Group
David J Yvars Group decreased its holdings in AbbVie Inc. (NYSE:ABBV – Get Rating) by 6.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 35,325... 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 »
ForthRight Wealth Management LLC Has $315,000 Holdings in The Coca-Cola Company (NYSE:KO)
ForthRight Wealth Management LLC cut its stake in shares of The Coca-Cola Company (NYSE:KO – Get Rating) by 14.0% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor 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 »