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Norden Group LLC Sells 300 Shares of The Home Depot, Inc. (NYSE:HD)
Norden Group LLC decreased its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 3.2% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 9,181 shares of the home improvement... More of this article »
SBI Securities Co. Ltd. Takes $101.70 Million Position in Invesco QQQ (NASDAQ:QQQ)
SBI Securities Co. Ltd. acquired a new stake in Invesco QQQ (NASDAQ:QQQ – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 198,940 shares of the exchange traded... More of this article »
IFG Advisors LLC Buys 248 Shares of The Walt Disney Company (NYSE:DIS)
IFG Advisors LLC lifted its stake in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 5.5% during the fourth quarter, HoldingsChannel reports. The firm owned 4,753 shares of the entertainment giant’s stock... More of this article »
Heritage Wealth Management Inc. Sells 50 Shares of Salesforce, Inc. (NYSE:CRM)
Heritage Wealth Management Inc. reduced its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.1% during the 4th quarter, Holdings Channel reports. The fund owned 2,373 shares of the CRM provider’s stock after selling... More of this article »
Maripau Wealth Management LLC Purchases Shares of 397 Mastercard Incorporated (NYSE:MA)
Maripau Wealth Management LLC bought a new stake in Mastercard Incorporated (NYSE:MA – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought... More of this article »
iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Bought by Mitchell Capital Management Co.
Mitchell Capital Management Co. lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 4,327 shares... More of this article »
97 Shares in Vanguard S&P 500 ETF (NYSEARCA:VOO) Acquired by Sherman Asset Management Inc.
Sherman Asset Management Inc. bought a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor bought 97 shares of the company’s... More of this article »
Heritage Wealth Management Inc. Cuts Stake in Eli Lilly and Company (NYSE:LLY)
Heritage Wealth Management Inc. lowered its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 1.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Bailard Inc. Buys 25,723 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Bailard Inc. grew its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 40.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 89,778 shares... More of this article »
IFG Advisors LLC Acquires 170 Shares of The Home Depot, Inc. (NYSE:HD)
IFG Advisors LLC increased its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 6.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Norden Group LLC Cuts Stake in AbbVie Inc. (NYSE:ABBV)
Norden Group LLC cut its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 0.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,681 shares... More of this article »
United Parcel Service, Inc. (NYSE:UPS) is Clifford Swan Investment Counsel LLC’s 3rd Largest Position
Clifford Swan Investment Counsel LLC lifted its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 1.3% in the 4th quarter, Holdings Channel reports. The firm owned 879,539 shares of the transportation... More of this article »
Clifford Swan Investment Counsel LLC Sells 29,086 Shares of Wells Fargo & Company (NYSE:WFC)
Clifford Swan Investment Counsel LLC decreased its stake in shares of Wells Fargo & Company (NYSE:WFC) by 5.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 524,913 shares... More of this article »
Hickory Point Bank & Trust Invests $601,000 in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Hickory Point Bank & Trust purchased a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund purchased 1,021 shares of the company’s... More of this article »
Heritage Wealth Management Inc. Sells 150 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Heritage Wealth Management Inc. trimmed its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Heritage Wealth Management Inc. Buys 3,133 Shares of The Boeing Company (NYSE:BA)
Heritage Wealth Management Inc. increased its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 127.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 5,592 shares of the aircraft producer’s... More of this article »
The Procter & Gamble Company (NYSE:PG) Shares Sold by Bailard Inc.
Bailard Inc. decreased its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.6% in the 4th quarter, Holdings Channel.com reports. The fund owned 146,621 shares of the company’s stock... More of this article »
Bellecapital International Ltd. Has $8.76 Million Stake in The Procter & Gamble Company (NYSE:PG)
Bellecapital International Ltd. increased its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned... More of this article »
Smartleaf Asset Management LLC Sells 3,474 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Smartleaf Asset Management LLC trimmed its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 18.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
922 Shares in Invesco QQQ (NASDAQ:QQQ) Acquired by BlueStem Wealth Partners LLC
BlueStem Wealth Partners LLC purchased a new position in Invesco QQQ (NASDAQ:QQQ – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor purchased 922 shares of the exchange traded fund’s... More of this article »
Halbert Hargrove Global Advisors LLC Takes Position in AbbVie Inc. (NYSE:ABBV)
Halbert Hargrove Global Advisors LLC purchased a new stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 217 shares of the company’s... More of this article »
AbbVie Inc. (NYSE:ABBV) Position Lifted by Keynote Financial Services LLC
Keynote Financial Services LLC raised its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 0.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 40,999 shares of the company’s... More of this article »
US Bancorp DE Has $91.55 Million Position in United Parcel Service, Inc. (NYSE:UPS)
US Bancorp DE decreased its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 3.6% during the 4th quarter, Holdings Channel reports. The institutional investor owned 725,999 shares of the transportation... More of this article »
SBI Securities Co. Ltd. Takes Position in Verizon Communications Inc. (NYSE:VZ)
SBI Securities Co. Ltd. bought a new stake in Verizon Communications Inc. (NYSE:VZ – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought... More of this article »
Hickory Point Bank & Trust Invests $397,000 in Bristol-Myers Squibb (NYSE:BMY)
Hickory Point Bank & Trust acquired a new stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired... More of this article »
Jacobi Capital Management LLC Decreases Stock Holdings in Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Jacobi Capital Management LLC reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 5.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Clal Insurance Enterprises Holdings Ltd Buys Shares of 277 iShares Core S&P 500 ETF (NYSEARCA:IVV)
Clal Insurance Enterprises Holdings Ltd purchased a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 277 shares of the company’s stock,... More of this article »
Cantillon Capital Management LLC Boosts Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
Cantillon Capital Management LLC raised its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 16.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Capital Wealth Planning LLC Sells 3,433 Shares of The Coca-Cola Company (NYSE:KO)
Capital Wealth Planning LLC decreased its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 33.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Bailard Inc. Sells 1,029 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Bailard Inc. cut its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.8% during the 4th quarter, Holdings Channel reports. The firm owned 122,711 shares of the exchange traded fund’s... More of this article »
Smartleaf Asset Management LLC Increases Stock Holdings in The Coca-Cola Company (NYSE:KO)
Smartleaf Asset Management LLC grew its position in The Coca-Cola Company (NYSE:KO – Free Report) by 16.6% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 38,411 shares of the company’s... More of this article »
Oracle Co. (NYSE:ORCL) Shares Bought by Kinsale Capital Group Inc.
Kinsale Capital Group Inc. grew its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 11.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 57,002 shares of the enterprise software... More of this article »
Maia Wealth LLC Acquires 53 Shares of The Home Depot, Inc. (NYSE:HD)
Maia Wealth LLC raised its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.8% during the 4th quarter, HoldingsChannel.com reports. The fund owned 3,041 shares of the home improvement retailer’s stock after... More of this article »
SRS Capital Advisors Inc. Has $1.64 Million Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
SRS Capital Advisors Inc. grew its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.7% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Middleton & Co. Inc. MA Sells 764 Shares of Broadcom Inc. (NASDAQ:AVGO)
Middleton & Co. Inc. MA cut its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Novo Nordisk A/S (NYSE:NVO) Holdings Cut by Verus Capital Partners LLC
Verus Capital Partners LLC decreased its stake in Novo Nordisk A/S (NYSE:NVO – Free Report) by 39.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Bailard Inc. Acquires 889 Shares of Intuit Inc. (NASDAQ:INTU)
Bailard Inc. boosted its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 4.9% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 18,988 shares of the software... More of this article »
Cape Investment Advisory Inc. Acquires 173 Shares of Vanguard Information Technology ETF (NYSEARCA:VGT)
Cape Investment Advisory Inc. lifted its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 48.9% during the 4th quarter, Holdings Channel reports. The firm owned 527 shares of the exchange... More of this article »
Applied Materials, Inc. (NASDAQ:AMAT) Shares Sold by Eliot Finkel Investment Counsel LLC
Eliot Finkel Investment Counsel LLC lowered its stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 2.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 22,803 shares of the manufacturing... More of this article »
QUALCOMM Incorporated (NASDAQ:QCOM) Position Increased by Bailard Inc.
Bailard Inc. increased its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 1.0% 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 »
Noble Wealth Management PBC Invests $137,000 in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Noble Wealth Management PBC bought a new stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Sherman Asset Management Inc. Acquires New Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Sherman Asset Management Inc. acquired a new stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the 4th quarter, Holdings Channel.com reports. The firm acquired 34,730 shares of the company’s... More of this article »
SVB Wealth LLC Invests $5.15 Million in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
SVB Wealth LLC acquired a new stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
The Procter & Gamble Company (NYSE:PG) Shares Acquired by Maia Wealth LLC
Maia Wealth LLC grew its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 13.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Bridges Investment Management Inc. Sells 1,125 Shares of Merck & Co., Inc. (NYSE:MRK)
Bridges Investment Management Inc. lessened its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Mastercard Incorporated (NYSE:MA) Shares Purchased by Smartleaf Asset Management LLC
Smartleaf Asset Management LLC lifted its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 19.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Oracle Co. (NYSE:ORCL) Shares Acquired by Maia Wealth LLC
Maia Wealth LLC increased its position in Oracle Co. (NYSE:ORCL – Free Report) by 18.8% in the fourth quarter, Holdings Channel reports. The firm owned 6,387 shares of the enterprise software provider’s stock after purchasing... More of this article »
Duncker Streett & Co. Inc. Boosts Position in Chipotle Mexican Grill, Inc. (NYSE:CMG)
Duncker Streett & Co. Inc. increased its stake in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 9.3% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 69,288 shares of the restaurant... More of this article »