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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Baystate Wealth Management LLC
Baystate Wealth Management LLC cut its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 25.8% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 378,383 shares... More of this article »
YHB Investment Advisors Inc. Invests $1.83 Million in Meta Platforms, Inc. (NASDAQ:META)
YHB Investment Advisors Inc. purchased a new position in Meta Platforms, Inc. (NASDAQ:META – Get Rating) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Lam Group Inc. Buys New Stake in International Business Machines Co. (NYSE:IBM)
Lam Group Inc. bought a new stake in shares of International Business Machines Co. (NYSE:IBM – Get Rating) in the fourth quarter, Holdings Channel reports. The fund bought 202 shares of the technology company’s stock,... More of this article »
MBL Wealth LLC Buys New Position in International Business Machines Co. (NYSE:IBM)
MBL Wealth LLC purchased a new stake in International Business Machines Co. (NYSE:IBM – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Mutual Advisors LLC Purchases 343 Shares of Philip Morris International Inc. (NYSE:PM)
Mutual Advisors LLC increased its position in Philip Morris International Inc. (NYSE:PM – Get Rating) by 1.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Adobe Inc. (NASDAQ:ADBE) Shares Bought by KMG Fiduciary Partners LLC
KMG Fiduciary Partners LLC raised its position in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 2.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Hennion & Walsh Asset Management Inc. Sells 4,187 Shares of Lowe’s Companies, Inc. (NYSE:LOW)
Hennion & Walsh Asset Management Inc. trimmed its position in Lowe’s Companies, Inc. (NYSE:LOW – Get Rating) by 23.6% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 13,570 shares... More of this article »
Hennion & Walsh Asset Management Inc. Has $4.19 Million Position in Adobe Inc. (NASDAQ:ADBE)
Hennion & Walsh Asset Management Inc. cut its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 17.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
MBL Wealth LLC Has $284,000 Stock Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)
MBL Wealth LLC trimmed its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Get Rating) by 5.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
YHB Investment Advisors Inc. Purchases 174 Shares of Waste Management, Inc. (NYSE:WM)
YHB Investment Advisors Inc. grew its position in Waste Management, Inc. (NYSE:WM – Get Rating) by 1.7% in the fourth quarter, Holdings Channel.com reports. The fund owned 10,602 shares of the business services provider’s... More of this article »
Riverwater Partners LLC Trims Stock Position in O’Reilly Automotive, Inc. (NASDAQ:ORLY)
Riverwater Partners LLC cut its stake in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Get Rating) by 14.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
Mutual Advisors LLC Has $4.63 Million Stake in McDonald’s Co. (NYSE:MCD)
Mutual Advisors LLC grew its position in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 7.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Gill Capital Partners LLC Takes Position in PepsiCo, Inc. (NASDAQ:PEP)
Gill Capital Partners LLC bought a new stake in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) in the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 1,991 shares of the company’s stock, valued... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Acquired by MBL Wealth LLC
MBL Wealth LLC lifted its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 3.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Hennion & Walsh Asset Management Inc. Reduces Stock Position in Air Products and Chemicals, Inc. (NYSE:APD)
Hennion & Walsh Asset Management Inc. lowered its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Get Rating) by 3.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 11,431 shares of... More of this article »
Lam Group Inc. Acquires New Shares in Invesco QQQ Trust (NASDAQ:QQQ)
Lam Group Inc. acquired a new stake in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 13,225 shares... More of this article »
O’Reilly Automotive, Inc. (NASDAQ:ORLY) Shares Sold by OneAscent Wealth Management LLC
OneAscent Wealth Management LLC reduced its position in shares of O’Reilly Automotive, Inc. (NASDAQ:ORLY – Get Rating) by 6.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Sold by Baystate Wealth Management LLC
Baystate Wealth Management LLC lessened its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Get Rating) by 25.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The... More of this article »
LaFleur & Godfrey LLC Lowers Position in The Procter & Gamble Company (NYSE:PG)
LaFleur & Godfrey LLC lessened its stake in The Procter & Gamble Company (NYSE:PG – Get Rating) by 1.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Sold by Crescent Grove Advisors LLC
Crescent Grove Advisors LLC trimmed its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 0.7% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Sterling Investment Management LLC Acquires Shares of 1,856 Merck & Co., Inc. (NYSE:MRK)
Sterling Investment Management LLC purchased a new position in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Dominion Energy, Inc. (NYSE:D) Shares Sold by CHICAGO TRUST Co NA
CHICAGO TRUST Co NA reduced its stake in Dominion Energy, Inc. (NYSE:D – Get Rating) by 44.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 5,773 shares of the utilities provider’s... More of this article »
RVW Wealth LLC Purchases 310 Shares of AbbVie Inc. (NYSE:ABBV)
RVW Wealth LLC raised its position in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 5.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,509 shares... More of this article »
Mutual Advisors LLC Has $3.07 Million Holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY)
Mutual Advisors LLC cut its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Get Rating) by 3.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
MBL Wealth LLC Has $238,000 Stake in Danaher Co. (NYSE:DHR)
MBL Wealth LLC lowered its position in Danaher Co. (NYSE:DHR – Get Rating) by 5.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 898 shares of the conglomerate’s stock after... More of this article »
First National Bank of South Miami Increases Stock Holdings in Pfizer Inc. (NYSE:PFE)
First National Bank of South Miami boosted its holdings in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 0.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Kempner Capital Management Inc. Lowers Stake in General Motors (NYSE:GM)
Kempner Capital Management Inc. trimmed its position in shares of General Motors (NYSE:GM – Get Rating) (TSE:GMM.U) by 0.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Kempner Capital Management Inc. Trims Stock Holdings in Amgen Inc. (NASDAQ:AMGN)
Kempner Capital Management Inc. trimmed its holdings in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 49.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,693 shares... More of this article »
Crescent Grove Advisors LLC Buys 1,483 Shares of Bristol-Myers Squibb (NYSE:BMY)
Crescent Grove Advisors LLC raised its stake in Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 10.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Osher Van de Voorde Investment Management Sells 350 Shares of United Parcel Service, Inc. (NYSE:UPS)
Osher Van de Voorde Investment Management decreased its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Get Rating) by 0.4% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned... More of this article »
State of Alaska Department of Revenue Decreases Position in Kimberly-Clark Co. (NYSE:KMB)
State of Alaska Department of Revenue trimmed its position in shares of Kimberly-Clark Co. (NYSE:KMB – Get Rating) by 1.2% during the fourth quarter, Holdings Channel reports. The firm owned 62,956 shares of the company’s... More of this article »
City State Bank Boosts Holdings in Chevron Co. (NYSE:CVX)
City State Bank boosted its position in Chevron Co. (NYSE:CVX – Get Rating) by 1.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
State of Alaska Department of Revenue Has $9.30 Million Stake in The Sherwin-Williams Company (NYSE:SHW)
State of Alaska Department of Revenue decreased its stake in shares of The Sherwin-Williams Company (NYSE:SHW – Get Rating) by 8.5% in the 4th quarter, according to the company in its most recent filing with the Securities &... More of this article »
Avity Investment Management Inc. Has $1.78 Million Stock Position in Merck & Co., Inc. (NYSE:MRK)
Avity Investment Management Inc. raised its holdings in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 0.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
The Procter & Gamble Company (NYSE:PG) Stock Position Decreased by Town & Country Bank & Trust CO dba First Bankers Trust CO
Town & Country Bank & Trust CO dba First Bankers Trust CO lowered its stake in The Procter & Gamble Company (NYSE:PG – Get Rating) by 1.0% during the 4th quarter, according to its most recent filing with the Securities... More of this article »
Marcum Wealth LLC Cuts Stock Holdings in ConocoPhillips (NYSE:COP)
Marcum Wealth LLC reduced its holdings in ConocoPhillips (NYSE:COP – Get Rating) by 10.7% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor ... More of this article »
LaFleur & Godfrey LLC Sells 1,053 Shares of The Procter & Gamble Company (NYSE:PG)
LaFleur & Godfrey LLC lowered its position in The Procter & Gamble Company (NYSE:PG – Get Rating) by 1.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Baystate Wealth Management LLC Increases Stock Position in Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD)
Baystate Wealth Management LLC grew its position in Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 6.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Stonnington Group LLC Sells 8,270 Shares of JPMorgan Chase & Co. (NYSE:JPM)
Stonnington Group LLC lessened its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 35.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 14,999 shares... More of this article »
OneAscent Wealth Management LLC Takes $220,000 Position in American Express (NYSE:AXP)
OneAscent Wealth Management LLC purchased a new position in shares of American Express (NYSE:AXP) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Lam Group Inc. Makes New $1.28 Million Investment in Vanguard Value ETF (NYSEARCA:VTV)
Lam Group Inc. acquired a new position in shares of Vanguard Value ETF (NYSEARCA:VTV – Get Rating) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired... More of this article »
Lam Group Inc. Makes New $1.28 Million Investment in Vanguard Value ETF (NYSEARCA:VTV)
Lam Group Inc. acquired a new position in shares of Vanguard Value ETF (NYSEARCA:VTV – Get Rating) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired... More of this article »
Lam Group Inc. Makes New $553,000 Investment in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ)
Lam Group Inc. purchased a new position in shares of iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Lam Group Inc. Buys Shares of 73,855 Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV)
Lam Group Inc. bought a new stake in Dimensional Emerging Markets Value ETF (NYSEARCA:DFEV – Get Rating) during the fourth quarter, Holdings Channel.com reports. The firm bought 73,855 shares of the company’s stock, valued... More of this article »
Worth Asset Management LLC Raises Stock Position in ProShares UltraShort S&P500 (NYSEARCA:SDS)
Worth Asset Management LLC lifted its stake in shares of ProShares UltraShort S&P500 (NYSEARCA:SDS – Get Rating) by 154.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC.... More of this article »
ProShares Short MSCI EAFE (NYSEARCA:EFZ) Shares Sold by Worth Asset Management LLC
Worth Asset Management LLC lowered its position in ProShares Short MSCI EAFE (NYSEARCA:EFZ – Get Rating) by 80.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 21,810 shares of the company’s stock... More of this article »
Pacer US Cash Cows 100 ETF (BATS:COWZ) Stake Raised by Worth Asset Management LLC
Worth Asset Management LLC boosted its holdings in Pacer US Cash Cows 100 ETF (BATS:COWZ – Get Rating) by 217.1% during the 4th quarter, Holdings Channel.com reports. The fund owned 2,188 shares of the company’s stock... More of this article »
Invesco Municipal Opportunity Trust (NYSE:VMO) Shares Sold by Worth Asset Management LLC
Worth Asset Management LLC cut its holdings in Invesco Municipal Opportunity Trust (NYSE:VMO – Get Rating) by 33.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »