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abrdn plc Has $211.30 Million Stock Holdings in Verizon Communications Inc. (NYSE:VZ)
abrdn plc boosted its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Citigroup Inc. (NYSE:C) Shares Sold by Beach Investment Counsel Inc. PA
Beach Investment Counsel Inc. PA trimmed its holdings in shares of Citigroup Inc. (NYSE:C – Free Report) by 3.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 236,809 shares... More of this article »
Vantage Point Financial LLC Purchases New Shares in Vanguard S&P 500 ETF (NYSEARCA:VOO)
Vantage Point Financial LLC acquired a new position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Columbus Macro LLC Buys 29,524 Shares of AbbVie Inc. (NYSE:ABBV)
Columbus Macro LLC increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 221.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 42,881 shares of the company’s... More of this article »
Calamos Wealth Management LLC Sells 309 Shares of Netflix, Inc. (NASDAQ:NFLX)
Calamos Wealth Management LLC decreased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Bay Harbor Wealth Management LLC Takes $35,000 Position in The Walt Disney Company (NYSE:DIS)
Bay Harbor Wealth Management LLC bought a new position in shares of The Walt Disney Company (NYSE:DIS – Free Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
E&G Advisors LP Acquires Shares of 2,034 The Walt Disney Company (NYSE:DIS)
E&G Advisors LP bought a new stake in The Walt Disney Company (NYSE:DIS – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 2,034... More of this article »
Automatic Data Processing, Inc. (NASDAQ:ADP) Shares Sold by Mather Group LLC.
Mather Group LLC. trimmed its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 8.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
GDS Wealth Management Has $230,000 Stock Position in ConocoPhillips (NYSE:COP)
GDS Wealth Management increased its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 13.0% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 2,324 shares of the energy... More of this article »
Cullinan Associates Inc. Has $10.47 Million Stock Holdings in Lockheed Martin Co. (NYSE:LMT)
Cullinan Associates Inc. lowered its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 17.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Tranquilli Financial Advisor LLC Takes $211,000 Position in Adobe Inc. (NASDAQ:ADBE)
Tranquilli Financial Advisor LLC bought a new position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought... More of this article »
Greenwood Capital Associates LLC Reduces Stock Position in Intel Co. (NASDAQ:INTC)
Greenwood Capital Associates LLC decreased its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 66.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Greenwood Capital Associates LLC Sells 667 Shares of Trane Technologies plc (NYSE:TT)
Greenwood Capital Associates LLC trimmed its position in Trane Technologies plc (NYSE:TT – Free Report) by 4.1% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 15,576... More of this article »
Welch Group LLC Boosts Stock Position in AT&T Inc. (NYSE:T)
Welch Group LLC lifted its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Welch Group LLC Purchases 171 Shares of Duke Energy Co. (NYSE:DUK)
Welch Group LLC increased its position in Duke Energy Co. (NYSE:DUK – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Welch Group LLC Makes New Investment in Palantir Technologies Inc. (NASDAQ:PLTR)
Welch Group LLC bought a new stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor... More of this article »
AT&T Inc. (NYSE:T) Shares Sold by Commonwealth Financial Services LLC
Commonwealth Financial Services LLC reduced its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 2.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Sold by Pennsylvania Capital Management Inc. ADV
Pennsylvania Capital Management Inc. ADV reduced its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 10.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
RBA Wealth Management LLC Purchases Shares of 3,239 Target Co. (NYSE:TGT)
RBA Wealth Management LLC purchased a new stake in Target Co. (NYSE:TGT – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 3,239 shares... More of this article »
Brown Lisle Cummings Inc. Lowers Holdings in Comcast Co. (NASDAQ:CMCSA)
Brown Lisle Cummings Inc. reduced its position in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 1.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
S&P Global Inc. (NYSE:SPGI) Shares Purchased by E. Ohman J or Asset Management AB
E. Ohman J or Asset Management AB raised its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 11.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Childress Capital Advisors LLC Grows Holdings in Eaton Co. plc (NYSE:ETN)
Childress Capital Advisors LLC increased its stake in Eaton Co. plc (NYSE:ETN – Free Report) by 27.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Ninety One North America Inc. Buys 21,169 Shares of Philip Morris International Inc. (NYSE:PM)
Ninety One North America Inc. boosted its stake in Philip Morris International Inc. (NYSE:PM – Free Report) by 3.4% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Medtronic plc (NYSE:MDT) Stock Holdings Lowered by Beach Investment Counsel Inc. PA
Beach Investment Counsel Inc. PA reduced its position in Medtronic plc (NYSE:MDT – Free Report) by 8.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Beach Investment Counsel Inc. PA Decreases Stake in PepsiCo, Inc. (NASDAQ:PEP)
Beach Investment Counsel Inc. PA cut its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 16.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Resonant Capital Advisors LLC Buys 50 Shares of Chubb Limited (NYSE:CB)
Resonant Capital Advisors LLC raised its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 3.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Verity Asset Management Inc. Trims Stock Holdings in Digital Realty Trust, Inc. (NYSE:DLR)
Verity Asset Management Inc. lessened its stake in shares of Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 50.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Trust Point Inc. Grows Position in NextEra Energy, Inc. (NYSE:NEE)
Trust Point Inc. raised its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 19.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Bay Harbor Wealth Management LLC Boosts Stock Holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Bay Harbor Wealth Management LLC increased its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Tempus Wealth Planning LLC Trims Position in Bank of America Co. (NYSE:BAC)
Tempus Wealth Planning LLC decreased its position in shares of Bank of America Co. (NYSE:BAC – Free Report) by 1.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 31,340 shares of... More of this article »
Cullinan Associates Inc. Trims Position in International Business Machines Co. (NYSE:IBM)
Cullinan Associates Inc. lessened its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 10.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The... More of this article »
Calamos Advisors LLC Has $37.34 Million Stock Position in International Business Machines Co. (NYSE:IBM)
Calamos Advisors LLC reduced its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 2.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Cullinan Associates Inc. Sells 3,042 Shares of American Tower Co. (NYSE:AMT)
Cullinan Associates Inc. reduced its stake in shares of American Tower Co. (NYSE:AMT – Free Report) by 13.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Vanguard Dividend Appreciation ETF (NYSEARCA:VIG) Shares Acquired by Sloy Dahl & Holst LLC
Sloy Dahl & Holst LLC lifted its holdings in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 0.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Sloy Dahl & Holst LLC Has $205,000 Stock Position in Intel Co. (NASDAQ:INTC)
Sloy Dahl & Holst LLC trimmed its position in Intel Co. (NASDAQ:INTC – Free Report) by 27.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Hodges Capital Management Inc. Has $1.87 Million Holdings in The Charles Schwab Co. (NYSE:SCHW)
Hodges Capital Management Inc. trimmed its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 11.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
26,666 Shares in Applied Materials, Inc. (NASDAQ:AMAT) Purchased by RBA Wealth Management LLC
RBA Wealth Management LLC acquired a new stake in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund acquired 26,666 shares of the manufacturing... More of this article »
Calamos Wealth Management LLC Sells 119,488 Shares of Merck & Co., Inc. (NYSE:MRK)
Calamos Wealth Management LLC reduced its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 85.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Intuitive Surgical, Inc. (NASDAQ:ISRG) Stake Raised by E. Ohman J or Asset Management AB
E. Ohman J or Asset Management AB grew its holdings in shares of Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
RBA Wealth Management LLC Raises Stake in Salesforce, Inc. (NYSE:CRM)
RBA Wealth Management LLC boosted its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 16,457 shares of the... More of this article »
Trust Point Inc. Has $1.51 Million Position in Texas Instruments Incorporated (NASDAQ:TXN)
Trust Point Inc. grew its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 9.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Robbins Farley Purchases 320 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)
Robbins Farley raised its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 5.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Uber Technologies, Inc. (NYSE:UBER) Shares Purchased by Robbins Farley
Robbins Farley raised its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 35.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
James J. Burns & Company LLC Has $1.42 Million Holdings in Schwab US Large-Cap ETF (NYSEARCA:SCHX)
James J. Burns & Company LLC grew its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 198.1% in the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Vanguard Small-Cap ETF (NYSEARCA:VB) Stock Holdings Trimmed by Mather Group LLC.
Mather Group LLC. lessened its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 0.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »
Advanced Micro Devices, Inc. (NASDAQ:AMD) Shares Purchased by RFG Holdings Inc.
RFG Holdings Inc. boosted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 27.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Cornerstone Management Inc. Sells 3,312 Shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR)
Cornerstone Management Inc. reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent filing with the Securities &... More of this article »
Calamos Advisors LLC Lowers Position in International Business Machines Co. (NYSE:IBM)
Calamos Advisors LLC trimmed its position in International Business Machines Co. (NYSE:IBM – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »