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YHB Investment Advisors Inc. Lowers Holdings in Intel Co. (NASDAQ:INTC)
YHB Investment Advisors Inc. decreased its holdings in Intel Co. (NASDAQ:INTC – Get Rating) by 17.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Lederer & Associates Investment Counsel CA Sells 5,202 Shares of Merck & Co., Inc. (NYSE:MRK)
Lederer & Associates Investment Counsel CA lowered its stake in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 41.4% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Lederer & Associates Investment Counsel CA Has $2.23 Million Stock Holdings in McDonald’s Co. (NYSE:MCD)
Lederer & Associates Investment Counsel CA cut its holdings in McDonald’s Co. (NYSE:MCD – Get Rating) by 4.0% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 8,462 shares of... More of this article »
Mutual Advisors LLC Sells 1,633 Shares of Caterpillar Inc. (NYSE:CAT)
Mutual Advisors LLC reduced its holdings in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 9.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Worth Asset Management LLC Buys 853 Shares of Altria Group, Inc. (NYSE:MO)
Worth Asset Management LLC increased its stake in Altria Group, Inc. (NYSE:MO – Get Rating) by 31.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,558 shares of the company’s... More of this article »
Lederer & Associates Investment Counsel CA Decreases Stock Holdings in The Walt Disney Company (NYSE:DIS)
Lederer & Associates Investment Counsel CA lowered its stake in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 2.9% during the fourth quarter, according to the company in its most recent disclosure with the... More of this article »
Mutual Advisors LLC Sells 128 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)
Mutual Advisors LLC decreased its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Get Rating) by 0.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Lederer & Associates Investment Counsel CA Decreases Stock Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)
Lederer & Associates Investment Counsel CA cut its position in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 2.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 35,381 shares of the network equipment... More of this article »
Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by MBL Wealth LLC
MBL Wealth LLC lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 30.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Mutual Advisors LLC Has $10.60 Million Position in Cisco Systems, Inc. (NASDAQ:CSCO)
Mutual Advisors LLC lessened its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 0.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm... More of this article »
Heartwood Wealth Advisors LLC Has $600,000 Stake in PepsiCo, Inc. (NASDAQ:PEP)
Heartwood Wealth Advisors LLC cut its holdings in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 3.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,323 shares of the company’s... More of this article »
Vanguard Value ETF (NYSEARCA:VTV) Stake Reduced by Orser Capital Management LLC
Orser Capital Management LLC trimmed its stake in Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 60.1% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 4,200 shares of the company’s... More of this article »
Mondelez International, Inc. (NASDAQ:MDLZ) Shares Purchased by Valley National Advisers Inc.
Valley National Advisers Inc. lifted its position in Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 5.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 8,016 shares of the company’s stock after... More of this article »
Valley National Advisers Inc. Sells 136 Shares of QUALCOMM Incorporated (NASDAQ:QCOM)
Valley National Advisers Inc. reduced its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Get Rating) by 1.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Brown Miller Wealth Management LLC Has $293,000 Stock Holdings in The Home Depot, Inc. (NYSE:HD)
Brown Miller Wealth Management LLC trimmed its position in The Home Depot, Inc. (NYSE:HD – Get Rating) by 16.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
RVW Wealth LLC Makes New $262,000 Investment in Pfizer Inc. (NYSE:PFE)
RVW Wealth LLC bought a new position in Pfizer Inc. (NYSE:PFE – Get Rating) in the fourth quarter, HoldingsChannel reports. The fund bought 5,109 shares of the biopharmaceutical company’s stock, valued at approximately... More of this article »
Baystate Wealth Management LLC Increases Stock Position in Pfizer Inc. (NYSE:PFE)
Baystate Wealth Management LLC boosted its stake in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 0.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 35,771 shares... More of this article »
Town & Country Bank & Trust CO dba First Bankers Trust CO Has $4.12 Million Holdings in Pfizer Inc. (NYSE:PFE)
Town & Country Bank & Trust CO dba First Bankers Trust CO lessened its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 0.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
Chevron Co. (NYSE:CVX) Shares Sold by Riverwater Partners LLC
Riverwater Partners LLC decreased its stake in shares of Chevron Co. (NYSE:CVX – Get Rating) by 14.5% during the 4th quarter, Holdings Channel reports. The institutional investor owned 2,563 shares of the oil and gas company’s... More of this article »
Titleist Asset Management LTD. Sells 156 Shares of Medtronic plc (NYSE:MDT)
Titleist Asset Management LTD. lessened its stake in shares of Medtronic plc (NYSE:MDT – Get Rating) by 2.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Titleist Asset Management LTD. Sells 45 Shares of McDonald’s Co. (NYSE:MCD)
Titleist Asset Management LTD. reduced its stake in McDonald’s Co. (NYSE:MCD – Get Rating) by 1.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Stock Holdings Lessened by Valley National Advisers Inc.
Valley National Advisers Inc. cut its position in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 1.9% during the 4th quarter, HoldingsChannel reports. The firm owned 17,129 shares of the company’s stock after selling 334 shares... More of this article »
Crescent Grove Advisors LLC Sells 91 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Crescent Grove Advisors LLC lowered its position in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 1.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 4,773 shares of the exchange traded fund’s... More of this article »
KMG Fiduciary Partners LLC Sells 1,586 Shares of The Home Depot, Inc. (NYSE:HD)
KMG Fiduciary Partners LLC lessened its holdings in The Home Depot, Inc. (NYSE:HD – Get Rating) by 25.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Addenda Capital Inc. Has $2.80 Million Holdings in Linde plc (NYSE:LIN)
Addenda Capital Inc. decreased its holdings in shares of Linde plc (NYSE:LIN – Get Rating) by 2.1% in the 4th quarter, HoldingsChannel reports. The firm owned 8,569 shares of the basic materials company’s stock after selling... More of this article »
Hennion & Walsh Asset Management Inc. Sells 123 Shares of Intuit Inc. (NASDAQ:INTU)
Hennion & Walsh Asset Management Inc. reduced its position in shares of Intuit Inc. (NASDAQ:INTU – Get Rating) by 1.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Marriott International, Inc. (NASDAQ:MAR) Shares Sold by Titleist Asset Management LTD.
Titleist Asset Management LTD. decreased its holdings in shares of Marriott International, Inc. (NASDAQ:MAR – Get Rating) by 4.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange... More of this article »
Mutual Advisors LLC Trims Stock Position in Devon Energy Co. (NYSE:DVN)
Mutual Advisors LLC lessened its position in shares of Devon Energy Co. (NYSE:DVN – Get Rating) by 0.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 49,512 shares... More of this article »
Corundum Group Inc. Has $1.55 Million Position in Pfizer Inc. (NYSE:PFE)
Corundum Group Inc. boosted its position in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 2.3% in the fourth quarter, Holdings Channel reports. The firm owned 30,171 shares of the biopharmaceutical company’s stock after... More of this article »
The PNC Financial Services Group, Inc. (NYSE:PNC) Shares Sold by Addenda Capital Inc.
Addenda Capital Inc. decreased its position in The PNC Financial Services Group, Inc. (NYSE:PNC – Get Rating) by 2.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Addenda Capital Inc. Has $5.23 Million Position in The Procter & Gamble Company (NYSE:PG)
Addenda Capital Inc. lowered its holdings in The Procter & Gamble Company (NYSE:PG – Get Rating) by 1.3% in the 4th quarter, HoldingsChannel.com reports. The firm owned 34,523 shares of the company’s stock after selling... More of this article »
Baystate Wealth Management LLC Has $90.58 Million Stake in Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF)
Baystate Wealth Management LLC cut its holdings in shares of Invesco FTSE RAFI US 1000 ETF (NYSEARCA:PRF – Get Rating) by 0.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Lam Group Inc. Purchases New Holdings in Vanguard U.S. Value Factor ETF (BATS:VFVA)
Lam Group Inc. purchased a new stake in Vanguard U.S. Value Factor ETF (BATS:VFVA – Get Rating) during the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 3,480 shares of the company’s... More of this article »
iShares Russell Top 200 Growth ETF (NYSEARCA:IWY) is Baystate Wealth Management LLC’s 2nd Largest Position
Baystate Wealth Management LLC grew its position in shares of iShares Russell Top 200 Growth ETF (NYSEARCA:IWY – Get Rating) by 1.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange... More of this article »
MBL Wealth LLC Sells 750 Shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI)
MBL Wealth LLC trimmed its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 37.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Crescent Grove Advisors LLC Has $1.22 Million Stock Holdings in Vanguard Large-Cap ETF (NYSEARCA:VV)
Crescent Grove Advisors LLC lessened its position in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Get Rating) by 1.6% during the 4th quarter, HoldingsChannel reports. The fund owned 7,021 shares of the company’s stock... More of this article »
CHICAGO TRUST Co NA Decreases Stake in Advance Auto Parts, Inc. (NYSE:AAP)
CHICAGO TRUST Co NA cut its holdings in Advance Auto Parts, Inc. (NYSE:AAP – Get Rating) by 37.0% 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 »
Renaissance Investment Group LLC Sells 235 Shares of Johnson & Johnson (NYSE:JNJ)
Renaissance Investment Group LLC decreased its position in shares of Johnson & Johnson (NYSE:JNJ – Get Rating) by 2.5% during the 4th quarter, Holdings Channel reports. The fund owned 9,126 shares of the company’s... More of this article »
Bremer Bank National Association Has $4.28 Million Stock Position in Johnson & Johnson (NYSE:JNJ)
Bremer Bank National Association grew its position in Johnson & Johnson (NYSE:JNJ – Get Rating) by 37.3% 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 »
Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV) Holdings Trimmed by Marcum Wealth LLC
Marcum Wealth LLC trimmed its position in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Get Rating) by 18.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Harrington Investments INC Boosts Position in Alphabet Inc. (NASDAQ:GOOG)
Harrington Investments INC lifted its stake in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 4.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 38,010... More of this article »
Assenagon Asset Management S.A. Has $45.86 Million Stake in NextEra Energy, Inc. (NYSE:NEE)
Assenagon Asset Management S.A. cut its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Get Rating) by 71.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
OneAscent Financial Services LLC Trims Stock Holdings in The Procter & Gamble Company (NYSE:PG)
OneAscent Financial Services LLC cut its holdings in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 49.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
YHB Investment Advisors Inc. Lowers Position in The Procter & Gamble Company (NYSE:PG)
YHB Investment Advisors Inc. cut its stake in The Procter & Gamble Company (NYSE:PG – Get Rating) by 0.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The... More of this article »
Wells Fargo & Company (NYSE:WFC) Stock Holdings Increased by Marcum Wealth LLC
Marcum Wealth LLC boosted its position in Wells Fargo & Company (NYSE:WFC) by 3.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned... More of this article »
Ardevora Asset Management LLP Makes New $24.01 Million Investment in NextEra Energy, Inc. (NYSE:NEE)
Ardevora Asset Management LLP acquired a new position in shares of NextEra Energy, Inc. (NYSE:NEE – Get Rating) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Purchased by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. raised its holdings in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 0.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Parkside Investments LLC Purchases 3,625 Shares of Alphabet Inc. (NASDAQ:GOOG)
Parkside Investments LLC increased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 3.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »