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Heartwood Wealth Advisors LLC Purchases 727 Shares of McDonald’s Co. (NYSE:MCD)
Heartwood Wealth Advisors LLC lifted its holdings in McDonald’s Co. (NYSE:MCD – Get Rating) by 28.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
RVW Wealth LLC Takes Position in PepsiCo, Inc. (NASDAQ:PEP)
RVW Wealth LLC acquired a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Marcum Wealth LLC Sells 353 Shares of International Business Machines Co. (NYSE:IBM)
Marcum Wealth LLC trimmed its stake in shares of International Business Machines Co. (NYSE:IBM – Get Rating) by 6.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
RVW Wealth LLC Acquires Shares of 791 McDonald’s Co. (NYSE:MCD)
RVW Wealth LLC acquired a new stake in McDonald’s Co. (NYSE:MCD – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 791 shares of the... More of this article »
OneAscent Wealth Management LLC Has $1.17 Million Stock Position in PepsiCo, Inc. (NASDAQ:PEP)
OneAscent Wealth Management LLC grew its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 7.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Vanguard Value ETF (NYSEARCA:VTV) Shares Bought by Baystate Wealth Management LLC
Baystate Wealth Management LLC increased its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 2.1% in the fourth quarter, Holdings Channel reports. The firm owned 398,458 shares of the company’s stock... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Sold by Valley National Advisers Inc.
Valley National Advisers Inc. reduced its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 3.7% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Foundation Resource Management Inc. Sells 754 Shares of Pfizer Inc. (NYSE:PFE)
Foundation Resource Management Inc. lowered its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 0.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Yarbrough Capital LLC Has $9.40 Million Holdings in Visa Inc. (NYSE:V)
Yarbrough Capital LLC reduced its position in Visa Inc. (NYSE:V – Get Rating) by 2.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 45,254 shares of the credit-card processor’s stock after selling... More of this article »
Coerente Capital Management Has $14.94 Million Stock Holdings in Visa Inc. (NYSE:V)
Coerente Capital Management boosted its holdings in Visa Inc. (NYSE:V – Get Rating) by 0.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
MBL Wealth LLC Has $918,000 Position in Visa Inc. (NYSE:V)
MBL Wealth LLC lifted its stake in shares of Visa Inc. (NYSE:V – Get Rating) by 5.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,418 shares of... More of this article »
Baystate Wealth Management LLC Decreases Stock Holdings in Union Pacific Co. (NYSE:UNP)
Baystate Wealth Management LLC trimmed its stake in shares of Union Pacific Co. (NYSE:UNP – Get Rating) by 0.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund... More of this article »
The Procter & Gamble Company (NYSE:PG) Position Reduced by CHICAGO TRUST Co NA
CHICAGO TRUST Co NA decreased its stake in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 0.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 24,723 shares... More of this article »
The Home Depot, Inc. (NYSE:HD) is Smith Chas P & Associates PA Cpas’ 3rd Largest Position
Smith Chas P & Associates PA Cpas grew its holdings in The Home Depot, Inc. (NYSE:HD – Get Rating) by 1.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
The Procter & Gamble Company (NYSE:PG) Shares Bought by Avity Investment Management Inc.
Avity Investment Management Inc. increased its position in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 3.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
CHICAGO TRUST Co NA Cuts Position in QUALCOMM Incorporated (NASDAQ:QCOM)
CHICAGO TRUST Co NA lessened its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Get Rating) by 4.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Bath Savings Trust Co Has $495,000 Position in PayPal Holdings, Inc. (NASDAQ:PYPL)
Bath Savings Trust Co cut its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 12.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
CHICAGO TRUST Co NA Raises Position in The Bank of New York Mellon Co. (NYSE:BK)
CHICAGO TRUST Co NA increased its holdings in The Bank of New York Mellon Co. (NYSE:BK – Get Rating) by 14.9% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned... More of this article »
Lam Group Inc. Acquires Shares of 44,688 Vanguard Extended Market ETF (NYSEARCA:VXF)
Lam Group Inc. acquired a new stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Get Rating) during the 4th quarter, HoldingsChannel.com reports. The fund acquired 44,688 shares of the company’s stock, valued... More of this article »
CHICAGO TRUST Co NA Reduces Holdings in Merck & Co., Inc. (NYSE:MRK)
CHICAGO TRUST Co NA lowered its stake in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 12.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Lederer & Associates Investment Counsel CA Grows Holdings in Crown Castle Inc. (NYSE:CCI)
Lederer & Associates Investment Counsel CA grew its holdings in Crown Castle Inc. (NYSE:CCI – Get Rating) by 4.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Crescent Grove Advisors LLC Buys 176 Shares of NextEra Energy, Inc. (NYSE:NEE)
Crescent Grove Advisors LLC increased its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Get Rating) by 3.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 5,226... More of this article »
Valero Energy Co. (NYSE:VLO) Shares Acquired by Crescent Grove Advisors LLC
Crescent Grove Advisors LLC lifted its stake in shares of Valero Energy Co. (NYSE:VLO – Get Rating) by 22.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,405 shares of the oil and gas company’s... More of this article »
Visa Inc. (NYSE:V) Shares Sold by First Hawaiian Bank
First Hawaiian Bank reduced its stake in Visa Inc. (NYSE:V – Get Rating) by 2.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,631... More of this article »
Worth Asset Management LLC Raises Holdings in MetLife, Inc. (NYSE:MET)
Worth Asset Management LLC increased its position in shares of MetLife, Inc. (NYSE:MET – Get Rating) by 7.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,578 shares... More of this article »
Lam Group Inc. Purchases Shares of 900 Wells Fargo & Company (NYSE:WFC)
Lam Group Inc. acquired a new stake in shares of Wells Fargo & Company (NYSE:WFC – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Lam Group Inc. Purchases Shares of 41,947 Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS)
Lam Group Inc. purchased a new stake in Vanguard FTSE All-World ex-US Small-Cap ETF (NYSEARCA:VSS – Get Rating) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased... More of this article »
Lam Group Inc. Makes New $889,000 Investment in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV)
Lam Group Inc. purchased a new position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Mutual Advisors LLC Reduces Stock Holdings in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC)
Mutual Advisors LLC lowered its position in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Get Rating) by 5.2% in the fourth quarter, HoldingsChannel reports. The firm owned 46,338 shares of the company’s... More of this article »
JPMorgan Chase & Co. (NYSE:JPM) is Verity & Verity LLC’s 3rd Largest Position
Verity & Verity LLC lifted its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM) by 6.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 172,528 shares... More of this article »
First Hawaiian Bank Lowers Position in Cognizant Technology Solutions Co. (NASDAQ:CTSH)
First Hawaiian Bank reduced its position in shares of Cognizant Technology Solutions Co. (NASDAQ:CTSH – Get Rating) by 12.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
CHICAGO TRUST Co NA Trims Stock Holdings in Corning Incorporated (NYSE:GLW)
CHICAGO TRUST Co NA cut its holdings in shares of Corning Incorporated (NYSE:GLW – Get Rating) by 31.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Gain Therapeutics (GANX) Set to Announce Earnings on Wednesday
Gain Therapeutics (NASDAQ:GANX – Get Rating) is scheduled to release its earnings data on Wednesday, March 22nd. Gain Therapeutics Trading Up 6.1 % Shares of Gain Therapeutics stock opened at $4.90 on Tuesday. The firm has a... More of this article »
Ether Capital (DTSRF) Scheduled to Post Quarterly Earnings on Wednesday
Ether Capital (OTC:DTSRF – Get Rating) is set to announce its earnings results on Wednesday, March 22nd. Ether Capital Stock Up 4.9 % DTSRF stock opened at 1.29 on Tuesday. The business has a fifty day moving average price of... More of this article »
Jushi (JUSHF) Scheduled to Post Quarterly Earnings on Wednesday
Jushi (OTCMKTS:JUSHF – Get Rating) is scheduled to be announcing its earnings results on Wednesday, March 22nd. Jushi Stock Down 4.9 % Shares of OTCMKTS JUSHF opened at $0.54 on Tuesday. Jushi has a 1-year low of $0.51 and a... More of this article »
Sigma Additive Solutions (SASI) Scheduled to Post Quarterly Earnings on Wednesday
Sigma Additive Solutions (NASDAQ:SASI – Get Rating) will announce its earnings results on Wednesday, March 22nd. Sigma Additive Solutions Stock Up 3.1 % Shares of SASI stock opened at $0.50 on Tuesday. The company has a 50 day... More of this article »
Lam Group Inc. Invests $71,000 in Avantis All Equity Markets ETF (NYSEARCA:AVGE)
Lam Group Inc. bought a new stake in Avantis All Equity Markets ETF (NYSEARCA:AVGE – Get Rating) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Lam Group Inc. Acquires New Holdings in Dimensional International Core Equity Market ETF (NYSEARCA:DFAI)
Lam Group Inc. acquired a new stake in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
YHB Investment Advisors Inc. Has $1.66 Million Holdings in Waste Management, Inc. (NYSE:WM)
YHB Investment Advisors Inc. grew its position in Waste Management, Inc. (NYSE:WM – Get Rating) by 1.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 10,602 shares of the business services provider’s... More of this article »
Foundation Resource Management Inc. Has $41.74 Million Stock Holdings in Chevron Co. (NYSE:CVX)
Foundation Resource Management Inc. reduced its position in Chevron Co. (NYSE:CVX – Get Rating) by 0.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Assenagon Asset Management S.A. Acquires 169,551 Shares of Abbott Laboratories (NYSE:ABT)
Assenagon Asset Management S.A. lifted its holdings in shares of Abbott Laboratories (NYSE:ABT – Get Rating) by 97.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Bremer Bank National Association Reduces Position in W.W. Grainger, Inc. (NYSE:GWW)
Bremer Bank National Association decreased its stake in shares of W.W. Grainger, Inc. (NYSE:GWW – Get Rating) by 6.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor... More of this article »
Accurate Wealth Management LLC Takes $87,000 Position in Micron Technology, Inc. (NASDAQ:MU)
Accurate Wealth Management LLC purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Get Rating) in the 4th quarter, Holdings Channel reports. The fund purchased 1,521 shares of the semiconductor manufacturer’s... More of this article »
Flagship Harbor Advisors LLC Raises Holdings in First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL)
Flagship Harbor Advisors LLC boosted its holdings in shares of First Trust Morningstar Dividend Leaders Index (NYSEARCA:FDL – Get Rating) by 0.5% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) Shares Bought by Flagship Harbor Advisors LLC
Flagship Harbor Advisors LLC lifted its holdings in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Get Rating) by 5.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »
SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) Shares Sold by Worth Asset Management LLC
Worth Asset Management LLC cut its stake in shares of SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL – Get Rating) by 42.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 125,324... More of this article »
The Procter & Gamble Company (NYSE:PG) Shares Sold by Heartwood Wealth Advisors LLC
Heartwood Wealth Advisors LLC lessened its stake in The Procter & Gamble Company (NYSE:PG – Get Rating) by 17.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned... More of this article »
Flagship Harbor Advisors LLC Has $12.67 Million Stock Holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS)
Flagship Harbor Advisors LLC raised its holdings in SPDR Portfolio Short Term Treasury ETF (NYSEARCA:SPTS – Get Rating) by 223.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »