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Deere & Company (NYSE:DE) Shares Purchased by Valley National Advisers Inc.
Valley National Advisers Inc. grew its position in shares of Deere & Company (NYSE:DE – Get Rating) by 1.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
YHB Investment Advisors Inc. Has $523,000 Stock Holdings in International Business Machines Co. (NYSE:IBM)
YHB Investment Advisors Inc. increased its holdings in shares of International Business Machines Co. (NYSE:IBM – Get Rating) by 2.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 3,710... More of this article »
Baystate Wealth Management LLC Increases Stake in iShares Core MSCI EAFE ETF (BATS:IEFA)
Baystate Wealth Management LLC lifted its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Get Rating) by 602.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Baystate Wealth Management LLC Has $11.03 Million Stock Holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG)
Baystate Wealth Management LLC raised its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Get Rating) by 23.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Flagship Harbor Advisors LLC Acquires 121 Shares of Costco Wholesale Co. (NASDAQ:COST)
Flagship Harbor Advisors LLC increased its holdings in shares of Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 2.1% during the fourth quarter, HoldingsChannel reports. The firm owned 5,974 shares of the retailer’s... More of this article »
Titleist Asset Management LTD. Sells 75 Shares of AbbVie Inc. (NYSE:ABBV)
Titleist Asset Management LTD. lessened its holdings in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 1.4% in the fourth quarter, Holdings Channel.com reports. The fund owned 5,427 shares of the company’s stock after... More of this article »
Worth Asset Management LLC Acquires 4,006 Shares of AT&T Inc. (NYSE:T)
Worth Asset Management LLC raised its holdings in AT&T Inc. (NYSE:T – Get Rating) by 137.6% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 6,917 shares of the technology company’s... More of this article »
Mutual Advisors LLC Takes $3.43 Million Position in Target Co. (NYSE:TGT)
Mutual Advisors LLC acquired a new stake in shares of Target Co. (NYSE:TGT – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Mutual Advisors LLC Reduces Holdings in The Boeing Company (NYSE:BA)
Mutual Advisors LLC decreased its holdings in shares of The Boeing Company (NYSE:BA – Get Rating) by 13.9% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 13,659 shares of the... More of this article »
Intuit Inc. (NASDAQ:INTU) Position Trimmed by Hennion & Walsh Asset Management Inc.
Hennion & Walsh Asset Management Inc. trimmed its holdings in shares of Intuit Inc. (NASDAQ:INTU – Get Rating) by 1.4% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Titleist Asset Management LTD. Has $429,000 Stock Holdings in Texas Instruments Incorporated (NASDAQ:TXN)
Titleist Asset Management LTD. cut its position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Get Rating) by 7.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
SPDR Gold Shares (NYSEARCA:GLD) Shares Purchased by Worth Asset Management LLC
Worth Asset Management LLC lifted its stake in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 270.6% during the 4th quarter, HoldingsChannel.com reports. The fund owned 1,286 shares of the exchange traded fund’s stock... More of this article »
Mutual Advisors LLC Has $6.80 Million Stake in The Walt Disney Company (NYSE:DIS)
Mutual Advisors LLC trimmed its holdings in The Walt Disney Company (NYSE:DIS – Get Rating) by 1.5% in the fourth quarter, Holdings Channel reports. The fund owned 78,268 shares of the entertainment giant’s stock after... More of this article »
Valley National Advisers Inc. Cuts Stake in Tesla, Inc. (NASDAQ:TSLA)
Valley National Advisers Inc. reduced its stake in Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 4.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
MBL Wealth LLC Buys Shares of 5,198 Schlumberger Limited (NYSE:SLB)
MBL Wealth LLC bought a new stake in Schlumberger Limited (NYSE:SLB – Get Rating) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 5,198 shares of... More of this article »
Emerson Electric Co. (NYSE:EMR) Position Increased by Crescent Grove Advisors LLC
Crescent Grove Advisors LLC raised its holdings in shares of Emerson Electric Co. (NYSE:EMR – Get Rating) by 14.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Lam Group Inc. Purchases New Position in Vanguard Extended Market ETF (NYSEARCA:VXF)
Lam Group Inc. purchased a new stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Get Rating) during the fourth quarter, HoldingsChannel.com reports. The firm purchased 44,688 shares of the company’s stock,... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Sold by Town & Country Bank & Trust CO dba First Bankers Trust CO
Town & Country Bank & Trust CO dba First Bankers Trust CO cut its stake in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 1.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor... More of this article »
Hennion & Walsh Asset Management Inc. Has $4.70 Million Holdings in The Home Depot, Inc. (NYSE:HD)
Hennion & Walsh Asset Management Inc. grew its holdings in The Home Depot, Inc. (NYSE:HD – Get Rating) by 23.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Stillwater Capital Advisors LLC Reduces Stake in The Home Depot, Inc. (NYSE:HD)
Stillwater Capital Advisors LLC cut its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 1.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 52,780 shares of the home improvement retailer’s... More of this article »
Next Capital Management LLC Trims Position in Merck & Co., Inc. (NYSE:MRK)
Next Capital Management LLC trimmed its stake in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 4.6% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,512... More of this article »
Flagship Harbor Advisors LLC Purchases 503 Shares of AbbVie Inc. (NYSE:ABBV)
Flagship Harbor Advisors LLC increased its position in AbbVie Inc. (NYSE:ABBV – Get Rating) by 1.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 30,253 shares... More of this article »
Flagship Harbor Advisors LLC Has $2.70 Million Holdings in Vanguard Large-Cap ETF (NYSEARCA:VV)
Flagship Harbor Advisors LLC grew its holdings in Vanguard Large-Cap ETF (NYSEARCA:VV – Get Rating) by 8.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Flagship Harbor Advisors LLC Grows Position in Pacer US Cash Cows 100 ETF (BATS:COWZ)
Flagship Harbor Advisors LLC increased its holdings in Pacer US Cash Cows 100 ETF (BATS:COWZ – Get Rating) by 334.2% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 105,321... More of this article »
LaFleur & Godfrey LLC Purchases 12,254 Shares of Chevron Co. (NYSE:CVX)
LaFleur & Godfrey LLC increased its position in Chevron Co. (NYSE:CVX – Get Rating) by 36.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 46,087 shares of... More of this article »
Mutual Advisors LLC Buys 2,235 Shares of AbbVie Inc. (NYSE:ABBV)
Mutual Advisors LLC increased its stake in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 4.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 56,630 shares of the company’s... More of this article »
Verizon Communications Inc. (NYSE:VZ) Shares Bought by Titleist Asset Management LTD.
Titleist Asset Management LTD. boosted its stake in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 73.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 29,607 shares of the cell... More of this article »
Coerente Capital Management Acquires 2,235 Shares of Pfizer Inc. (NYSE:PFE)
Coerente Capital Management raised its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 0.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 552,926 shares of the biopharmaceutical company’s stock after... More of this article »
Osher Van de Voorde Investment Management Decreases Stock Position in Bristol-Myers Squibb (NYSE:BMY)
Osher Van de Voorde Investment Management lessened its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 4.8% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 224,878... More of this article »
Adobe Inc. (NASDAQ:ADBE) Shares Sold by Orser Capital Management LLC
Orser Capital Management LLC reduced its stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 11.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... More of this article »
Lam Group Inc. Acquires New Holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Lam Group Inc. acquired a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 1,925 shares of the exchange traded fund’s... More of this article »
iShares MSCI EAFE Value ETF (BATS:EFV) Shares Purchased by Baystate Wealth Management LLC
Baystate Wealth Management LLC boosted its holdings in shares of iShares MSCI EAFE Value ETF (BATS:EFV – Get Rating) by 43.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Baystate Wealth Management LLC Reduces Stock Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)
Baystate Wealth Management LLC decreased its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Get Rating) by 7.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange... More of this article »
Lam Group Inc. Purchases Shares of 1,550 Vanguard S&P 500 ETF (NYSEARCA:VOO)
Lam Group Inc. purchased a new stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) during the 4th quarter, HoldingsChannel.com reports. The institutional investor purchased 1,550 shares of the company’s... More of this article »
Shell plc (NYSE:SHEL) Shares Acquired by Titleist Asset Management LTD.
Titleist Asset Management LTD. increased its stake in Shell plc (NYSE:SHEL – Get Rating) by 28.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Addenda Capital Inc. Has $13.22 Million Holdings in JPMorgan Chase & Co. (NYSE:JPM)
Addenda Capital Inc. lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Get Rating) by 1.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Hennion & Walsh Asset Management Inc. Has $4.30 Million Holdings in The TJX Companies, Inc. (NYSE:TJX)
Hennion & Walsh Asset Management Inc. raised its stake in The TJX Companies, Inc. (NYSE:TJX – Get Rating) by 0.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
First Hawaiian Bank Sells 806 Shares of Marathon Petroleum Co. (NYSE:MPC)
First Hawaiian Bank reduced its stake in shares of Marathon Petroleum Co. (NYSE:MPC – Get Rating) by 4.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Town & Country Bank & Trust CO dba First Bankers Trust CO Has $4.70 Million Stock Position in The Home Depot, Inc. (NYSE:HD)
Town & Country Bank & Trust CO dba First Bankers Trust CO cut its position in The Home Depot, Inc. (NYSE:HD – Get Rating) by 1.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Pfizer Inc. (NYSE:PFE) Stock Holdings Lowered by Town & Country Bank & Trust CO dba First Bankers Trust CO
Town & Country Bank & Trust CO dba First Bankers Trust CO lowered its position in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 0.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund... More of this article »
Riverwater Partners LLC Sells 435 Shares of Chevron Co. (NYSE:CVX)
Riverwater Partners LLC reduced its holdings in Chevron Co. (NYSE:CVX – Get Rating) by 14.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Baystate Wealth Management LLC Sells 11,562 Shares of BlackRock Ultra Short-Term Bond ETF (BATS:ICSH)
Baystate Wealth Management LLC reduced its position in shares of BlackRock Ultra Short-Term Bond ETF (BATS:ICSH – Get Rating) by 1.0% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Baystate Wealth Management LLC Has $23.19 Million Stake in SPDR S&P International Small Cap ETF (NYSEARCA:GWX)
Baystate Wealth Management LLC lowered its holdings in SPDR S&P International Small Cap ETF (NYSEARCA:GWX – Get Rating) by 17.8% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Lam Group Inc. Takes Position in Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE)
Lam Group Inc. acquired a new stake in shares of Dimensional Emerging Core Equity Market ETF (NYSEARCA:DFAE – Get Rating) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Orser Capital Management LLC Takes $2.70 Million Position in Occidental Petroleum Co. (NYSE:OXY)
Orser Capital Management LLC bought a new position in shares of Occidental Petroleum Co. (NYSE:OXY – Get Rating) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
First Hawaiian Bank Acquires 19,703 Shares of Copart, Inc. (NASDAQ:CPRT)
First Hawaiian Bank lifted its holdings in shares of Copart, Inc. (NASDAQ:CPRT – Get Rating) by 104.9% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 38,492 shares... More of this article »
Lederer & Associates Investment Counsel CA Sells 184 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
Lederer & Associates Investment Counsel CA trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 8.2% in the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Bath Savings Trust Co Trims Stock Holdings in Exxon Mobil Co. (NYSE:XOM)
Bath Savings Trust Co trimmed its position in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 0.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »