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Titleist Asset Management LTD. Sells 239 Shares of Abbott Laboratories (NYSE:ABT)
Titleist Asset Management LTD. reduced its position in shares of Abbott Laboratories (NYSE:ABT – Get Rating) by 7.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Kempner Capital Management Inc. Sells 466 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Kempner Capital Management Inc. decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 0.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Union Pacific Co. (NYSE:UNP) Shares Bought by Marcum Wealth LLC
Marcum Wealth LLC raised its holdings in Union Pacific Co. (NYSE:UNP – Get Rating) by 4.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,932 shares of the railroad... More of this article »
1,384 Shares in SPDR Gold Shares (NYSEARCA:GLD) Acquired by Heartwood Wealth Advisors LLC
Heartwood Wealth Advisors LLC purchased a new stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Lam Group Inc. Invests $3.52 Million in Invesco QQQ Trust (NASDAQ:QQQ)
Lam Group Inc. bought a new position in shares of Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 13,225 shares... More of this article »
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 »
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 »
Adobe Inc. (NASDAQ:ADBE) Shares Sold by Bremer Bank National Association
Bremer Bank National Association lessened its stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) by 22.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,943... 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 »
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 »
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 »
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 »
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 »
Addenda Capital Inc. Lowers Holdings in Intel Co. (NASDAQ:INTC)
Addenda Capital Inc. trimmed its position in Intel Co. (NASDAQ:INTC – Get Rating) by 1.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
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 »
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 »
Abbott Laboratories (NYSE:ABT) Stock Position Decreased by Addenda Capital Inc.
Addenda Capital Inc. lessened its holdings in shares of Abbott Laboratories (NYSE:ABT – Get Rating) by 1.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 49,741 shares of the healthcare... More of this article »
OneAscent Wealth Management LLC Invests $260,000 in iShares TIPS Bond ETF (NYSEARCA:TIP)
OneAscent Wealth Management LLC bought a new stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Get Rating) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... 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 »
Flagship Harbor Advisors LLC Sells 4,272 Shares of Verizon Communications Inc. (NYSE:VZ)
Flagship Harbor Advisors LLC reduced its position in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 5.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
MBL Wealth LLC Acquires 1,539 Shares of AbbVie Inc. (NYSE:ABBV)
MBL Wealth LLC raised its holdings in AbbVie Inc. (NYSE:ABBV – Get Rating) by 80.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor ... 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 »
Valley National Advisers Inc. Decreases Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)
Valley National Advisers Inc. reduced its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Get Rating) by 2.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... 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 »
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 »
Lam Group Inc. Purchases Shares of 5,499 The Boeing Company (NYSE:BA)
Lam Group Inc. bought a new position in shares of The Boeing Company (NYSE:BA – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 5,499... 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 »
Lam Group Inc. Invests $112,000 in Amgen Inc. (NASDAQ:AMGN)
Lam Group Inc. purchased a new position in shares of Amgen Inc. (NASDAQ:AMGN – Get Rating) in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased 425 shares... More of this article »
Flagship Harbor Advisors LLC Increases Stock Position in Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD)
Flagship Harbor Advisors LLC grew its stake in Schwab U.S. Dividend Equity ETF (NYSEARCA:SCHD – Get Rating) by 64.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
AbbVie Inc. (NYSE:ABBV) Shares Sold by First National Bank of South Miami
First National Bank of South Miami reduced its position in AbbVie Inc. (NYSE:ABBV – Get Rating) by 2.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned... 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 »
Mutual Advisors LLC Raises Holdings in PepsiCo, Inc. (NASDAQ:PEP)
Mutual Advisors LLC grew its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 6.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... 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 »
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 »Orser Capital Management LLC Purchases Shares of 1,566 Walmart Inc. (NYSE:WMT)
Orser Capital Management LLC purchased a new position in Walmart Inc. (NYSE:WMT – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased... 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 »
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 »
Flagship Harbor Advisors LLC Sells 31,152 Shares of SPDR Gold Shares (NYSEARCA:GLD)
Flagship Harbor Advisors LLC trimmed its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 63.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Lam Group Inc. Takes $412,000 Position in iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Lam Group Inc. purchased a new stake in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional... 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 »
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 »
Costco Wholesale Co. (NASDAQ:COST) Shares Bought by RVW Wealth LLC
RVW Wealth LLC lifted its position in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 10.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Verizon Communications Inc. (NYSE:VZ) Shares Bought by Mutual Advisors LLC
Mutual Advisors LLC grew its stake in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 56.4% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 230,544 shares of the cell phone... More of this article »
Baystate Wealth Management LLC Has $22.22 Million Position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)
Baystate Wealth Management LLC grew its position in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM – Get Rating) by 492.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »