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First Western Trust Bank Trims Position in Costco Wholesale Co. (NASDAQ:COST)
First Western Trust Bank reduced its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 3.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 12,620 shares of the retailer’s... More of this article »
Landscape Capital Management L.L.C. Sells 1,505 Shares of Meta Platforms, Inc. (NASDAQ:META)
Landscape Capital Management L.L.C. trimmed its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 18.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Puzo Michael J Buys 4,826 Shares of Salesforce, Inc. (NYSE:CRM)
Puzo Michael J increased its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 643.5% during the 4th quarter, Holdings Channel reports. The fund owned 5,576 shares of the CRM provider’s stock after acquiring... More of this article »
Rosenblum Silverman Sutton S F Inc. CA Has $18.25 Million Stock Holdings in Meta Platforms, Inc. (NASDAQ:META)
Rosenblum Silverman Sutton S F Inc. CA trimmed its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Orleans Capital Management Corp LA Sells 140 Shares of Union Pacific Co. (NYSE:UNP)
Orleans Capital Management Corp LA cut its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 1.1% during the 4th quarter, HoldingsChannel reports. The firm owned 12,660 shares of the railroad operator’s... More of this article »
Resolute Advisors LLC Makes New $279,000 Investment in Eli Lilly and Company (NYSE:LLY)
Resolute Advisors LLC acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) in the fourth quarter, Holdings Channel.com reports. The firm acquired 361 shares of the company’s stock, valued at... More of this article »
Advanced Micro Devices, Inc. (NASDAQ:AMD) Stake Trimmed by Puzo Michael J
Puzo Michael J lessened its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
1,366 Shares in Broadcom Inc. (NASDAQ:AVGO) Bought by Astra Wealth Partners LLC
Astra Wealth Partners LLC purchased a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 1,366 shares of the semiconductor manufacturer’s stock,... More of this article »
Hurlow Wealth Management Group Inc. Buys New Shares in The Walt Disney Company (NYSE:DIS)
Hurlow Wealth Management Group Inc. purchased a new position in shares of The Walt Disney Company (NYSE:DIS – Free Report) during the 4th quarter, Holdings Channel reports. The fund purchased 1,999 shares of the entertainment... More of this article »
Oracle Co. (NYSE:ORCL) Stock Holdings Trimmed by Foundry Partners LLC
Foundry Partners LLC lowered its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 3.4% in the fourth quarter, HoldingsChannel reports. The firm owned 60,038 shares of the enterprise software provider’s stock... More of this article »
Bryce Point Capital LLC Purchases Shares of 5,880 Walmart Inc. (NYSE:WMT)
Bryce Point Capital LLC acquired a new position in shares of Walmart Inc. (NYSE:WMT – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 5,880 shares of the retailer’s stock, valued at... More of this article »
DF Dent & Co. Inc. Decreases Stake in Pfizer Inc. (NYSE:PFE)
DF Dent & Co. Inc. lessened its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 2.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 44,717 shares of the biopharmaceutical company’s... More of this article »
Broderick Brian C Increases Position in Abbott Laboratories (NYSE:ABT)
Broderick Brian C lifted its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 8.8% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 126,086 shares of the healthcare product maker’s... More of this article »
Prudential PLC Purchases 14,139 Shares of Bank of America Co. (NYSE:BAC)
Prudential PLC increased its holdings in shares of Bank of America Co. (NYSE:BAC) by 2.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 602,588 shares of the... More of this article »
Landscape Capital Management L.L.C. Has $2.70 Million Stock Position in The TJX Companies, Inc. (NYSE:TJX)
Landscape Capital Management L.L.C. increased its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 7.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 22,311 shares of the apparel... More of this article »
Hurlow Wealth Management Group Inc. Sells 648 Shares of Johnson & Johnson (NYSE:JNJ)
Hurlow Wealth Management Group Inc. decreased its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 6.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Cynosure Group LLC Reduces Stock Position in PulteGroup, Inc. (NYSE:PHM)
Cynosure Group LLC trimmed its holdings in shares of PulteGroup, Inc. (NYSE:PHM – Free Report) by 11.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Orleans Capital Management Corp LA Sells 1,035 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Orleans Capital Management Corp LA cut its holdings in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 12.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Nicolet Advisory Services LLC Trims Holdings in Amgen Inc. (NASDAQ:AMGN)
Nicolet Advisory Services LLC lowered its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 3.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 1,741 shares of the medical research company’s... More of this article »
Atlas Capital Advisors Inc. Reduces Stock Holdings in KKR & Co. Inc. (NYSE:KKR)
Atlas Capital Advisors Inc. lessened its stake in KKR & Co. Inc. (NYSE:KKR – Free Report) by 0.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Puzo Michael J Grows Position in Novo Nordisk A/S (NYSE:NVO)
Puzo Michael J lifted its position in Novo Nordisk A/S (NYSE:NVO – Free Report) by 10.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
First Western Trust Bank Decreases Holdings in Vanguard Large-Cap ETF (NYSEARCA:VV)
First Western Trust Bank reduced its stake in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 5.8% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,819 shares of the company’s... More of this article »
First Western Trust Bank Takes Position in ConocoPhillips (NYSE:COP)
First Western Trust Bank acquired a new position in shares of ConocoPhillips (NYSE:COP – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 2,180 shares... More of this article »
First Western Trust Bank Trims Holdings in Fiserv, Inc. (NYSE:FI)
First Western Trust Bank reduced its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 0.8% during the 4th quarter, HoldingsChannel reports. The firm owned 33,838 shares of the business services provider’s... More of this article »
Mastercard Incorporated (NYSE:MA) Shares Bought by Smith Moore & CO.
Smith Moore & CO. increased its position in Mastercard Incorporated (NYSE:MA – Free Report) by 7.6% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 4,273 shares of the credit services provider’s... More of this article »
Marsh & McLennan Companies, Inc. (NYSE:MMC) Position Increased by Prudential PLC
Prudential PLC lifted its position in Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 81.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
World Investment Advisors Purchases 3,132 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)
World Investment Advisors boosted its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 74.8% in the 4th quarter, Holdings Channel reports. The firm owned 7,317 shares of the investment management... More of this article »
Wittenberg Investment Management Inc. Decreases Stake in Netflix, Inc. (NASDAQ:NFLX)
Wittenberg Investment Management Inc. decreased its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 22.9% in the 4th quarter, HoldingsChannel reports. The fund owned 1,833 shares of the Internet television network’s... More of this article »
World Investment Advisors Has $6.04 Million Stock Holdings in Bank of America Co. (NYSE:BAC)
World Investment Advisors increased its stake in shares of Bank of America Co. (NYSE:BAC) by 17.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 137,308 shares of the financial services provider’s... More of this article »
The Home Depot, Inc. (NYSE:HD) Stake Reduced by Orleans Capital Management Corp LA
Orleans Capital Management Corp LA lessened its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 2.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 14,982 shares of the home improvement... More of this article »
OneAscent Financial Services LLC Purchases Shares of 3,109 Shopify Inc. (NYSE:SHOP)
OneAscent Financial Services LLC acquired a new position in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) during the fourth quarter, HoldingsChannel reports. The institutional investor acquired 3,109 shares of... More of this article »
The Procter & Gamble Company (NYSE:PG) Shares Sold by Kidder Stephen W
Kidder Stephen W decreased its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 60,348 shares of the company’s... More of this article »
Yoffe Investment Management LLC Takes Position in Caterpillar Inc. (NYSE:CAT)
Yoffe Investment Management LLC acquired a new position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 3,403 shares of the industrial products company’s... More of this article »
PAX Financial Group LLC Reduces Position in Automatic Data Processing, Inc. (NASDAQ:ADP)
PAX Financial Group LLC decreased its position in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 7.1% in the fourth quarter, HoldingsChannel.com reports. The fund owned 2,397 shares of the business services provider’s... More of this article »
First Western Trust Bank Raises Holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA)
First Western Trust Bank lifted its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 0.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 80,983... More of this article »
PAX Financial Group LLC Increases Stock Holdings in QUALCOMM Incorporated (NASDAQ:QCOM)
PAX Financial Group LLC boosted its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 4.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 5,035 shares of the wireless technology company’s... More of this article »
Smith Moore & CO. Reduces Stock Position in Abbott Laboratories (NYSE:ABT)
Smith Moore & CO. trimmed its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 4.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 25,437 shares of the healthcare product maker’s... More of this article »
Prudential PLC Raises Stock Holdings in Arista Networks, Inc. (NYSE:ANET)
Prudential PLC boosted its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 370.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Prudential PLC Has $111.83 Million Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)
Prudential PLC trimmed its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 482,353 shares of the semiconductor manufacturer’s stock after... More of this article »
Prudential PLC Has $63.55 Million Position in Mastercard Incorporated (NYSE:MA)
Prudential PLC lifted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 19.6% during the fourth quarter, HoldingsChannel.com reports. The fund owned 120,677 shares of the credit services provider’s stock... More of this article »
Williams-Sonoma, Inc. (NYSE:WSM) Shares Acquired by Pitcairn Co.
Pitcairn Co. lifted its position in Williams-Sonoma, Inc. (NYSE:WSM – Free Report) by 19.8% during the fourth quarter, HoldingsChannel.com reports. The fund owned 6,470 shares of the specialty retailer’s stock after acquiring... More of this article »
Motley Fool Asset Management LLC Sells 205,836 Shares of Comcast Co. (NASDAQ:CMCSA)
Motley Fool Asset Management LLC cut its position in Comcast Co. (NASDAQ:CMCSA – Free Report) by 96.2% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 8,020 shares of the cable giant’s... More of this article »
Thoroughbred Financial Services LLC Raises Stake in Salesforce, Inc. (NYSE:CRM)
Thoroughbred Financial Services LLC increased its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 3.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
ExodusPoint Capital Management LP Invests $18.54 Million in Lululemon Athletica Inc. (NASDAQ:LULU)
ExodusPoint Capital Management LP bought a new stake in shares of Lululemon Athletica Inc. (NASDAQ:LULU – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 48,483 shares of the... More of this article »
Westpac Banking Corp Sells 16,594 Shares of Capital One Financial Co. (NYSE:COF)
Westpac Banking Corp cut its holdings in Capital One Financial Co. (NYSE:COF) by 51.4% during the 4th quarter, Holdings Channel reports. The fund owned 15,707 shares of the financial services provider’s stock after selling 16,594... More of this article »
Westpac Banking Corp Boosts Stock Position in NIKE, Inc. (NYSE:NKE)
Westpac Banking Corp boosted its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Annis Gardner Whiting Capital Advisors LLC Boosts Holdings in PepsiCo, Inc. (NASDAQ:PEP)
Annis Gardner Whiting Capital Advisors LLC increased its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The... More of this article »
Verizon Communications Inc. (NYSE:VZ) Shares Sold by Foundry Partners LLC
Foundry Partners LLC reduced its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 0.4% during the 4th quarter, Holdings Channel reports. The fund owned 939,881 shares of the cell phone carrier’s stock... More of this article »