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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 »