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Fulton Breakefield Broenniman LLC Has $1.35 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Fulton Breakefield Broenniman LLC lifted its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 33.7% during the fourth quarter, HoldingsChannel reports. The firm owned 5,672 shares of the... More of this article »
The Procter & Gamble Company (NYSE:PG) Position Lessened by Dohj LLC
Dohj LLC trimmed its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 16.5% 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 »
376,599 Shares in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Purchased by Marquette Asset Management LLC
Marquette Asset Management LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 376,599 shares of the company’s... More of this article »
Addison Advisors LLC Increases Stock Position in Merck & Co., Inc. (NYSE:MRK)
Addison Advisors LLC increased its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 21.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Darrow Company Inc.
Darrow Company Inc. decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Delta Investment Management LLC Acquires 5,743 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)
Delta Investment Management LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 67.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 14,261... More of this article »
Total Investment Management Inc. Sells 255 Shares of Chevron Co. (NYSE:CVX)
Total Investment Management Inc. cut its holdings in Chevron Co. (NYSE:CVX – Free Report) by 8.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Schwarz Dygos Wheeler Investment Advisors LLC Has $524,000 Stock Holdings in Exxon Mobil Co. (NYSE:XOM)
Schwarz Dygos Wheeler Investment Advisors LLC trimmed its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Vanguard Total Stock Market ETF (NYSEARCA:VTI) Shares Sold by Marquette Asset Management LLC
Marquette Asset Management LLC reduced its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 46.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Position Raised by Golden State Equity Partners
Golden State Equity Partners lifted its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 10.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Dohj LLC Cuts Stock Position in Starbucks Co. (NASDAQ:SBUX)
Dohj LLC lessened its stake in Starbucks Co. (NASDAQ:SBUX – Free Report) by 25.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,485 shares... More of this article »
White Pine Capital LLC Buys 424 Shares of Danaher Co. (NYSE:DHR)
White Pine Capital LLC boosted its stake in Danaher Co. (NYSE:DHR – Free Report) by 21.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Private Wealth Partners LLC Has $24.01 Million Stock Holdings in AbbVie Inc. (NYSE:ABBV)
Private Wealth Partners LLC decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Bank OZK Reduces Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
Bank OZK decreased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 4.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Citizens Financial Group Inc. RI Increases Position in Salesforce, Inc. (NYSE:CRM)
Citizens Financial Group Inc. RI lifted its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 51.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Cornerstone Capital Inc. Buys 217 Shares of The Home Depot, Inc. (NYSE:HD)
Cornerstone Capital Inc. lifted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.4% in the 4th quarter, Holdings Channel reports. The fund owned 51,364 shares of the home improvement retailer’s... More of this article »
Raab & Moskowitz Asset Management LLC Lowers Holdings in Starbucks Co. (NASDAQ:SBUX)
Raab & Moskowitz Asset Management LLC decreased its holdings in Starbucks Co. (NASDAQ:SBUX – Free Report) by 18.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Mountain Pacific Investment Advisers Inc. ID Increases Holdings in The Home Depot, Inc. (NYSE:HD)
Mountain Pacific Investment Advisers Inc. ID lifted its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 16.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,575... More of this article »
Russell Investments Group Ltd. Has $99.06 Million Holdings in American Express (NYSE:AXP)
Russell Investments Group Ltd. cut its position in shares of American Express (NYSE:AXP) by 1.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 528,631 shares of the payment services company’s... More of this article »
Account Management LLC Acquires 15,840 Shares of NextEra Energy, Inc. (NYSE:NEE)
Account Management LLC increased its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 29.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Motley Fool Wealth Management LLC
Motley Fool Wealth Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 459,182... More of this article »
White Pine Capital LLC Has $2.04 Million Holdings in Alphabet Inc. (NASDAQ:GOOG)
White Pine Capital LLC cut its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 9.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 14,446 shares of the... More of this article »
Bank OZK Invests $222,000 in QUALCOMM Incorporated (NASDAQ:QCOM)
Bank OZK bought a new stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Alliance Wealth Advisors LLC UT Sells 272 Shares of Comcast Co. (NASDAQ:CMCSA)
Alliance Wealth Advisors LLC UT lessened its holdings in Comcast Co. (NASDAQ:CMCSA – Free Report) by 4.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned... More of this article »
Union Pacific Co. (NYSE:UNP) Stock Position Increased by Fulton Breakefield Broenniman LLC
Fulton Breakefield Broenniman LLC lifted its position in Union Pacific Co. (NYSE:UNP – Free Report) by 0.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 68,585... More of this article »
Citizens Financial Group Inc. RI Has $6.94 Million Stock Holdings in Union Pacific Co. (NYSE:UNP)
Citizens Financial Group Inc. RI boosted its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 4.3% during the fourth quarter, Holdings Channel reports. The fund owned 28,252 shares of the railroad operator’s... More of this article »
Mountain Pacific Investment Advisers Inc. ID Boosts Holdings in S&P Global Inc. (NYSE:SPGI)
Mountain Pacific Investment Advisers Inc. ID raised its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 0.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 20,215 shares of the business... More of this article »
Citizens Financial Group Inc. RI Has $22.98 Million Stake in Merck & Co., Inc. (NYSE:MRK)
Citizens Financial Group Inc. RI lifted its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 9.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Heritage Financial Services LLC Invests $625,000 in Vanguard Real Estate ETF (NYSEARCA:VNQ)
Heritage Financial Services LLC acquired a new position in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Valmark Advisers Inc. Grows Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)
Valmark Advisers Inc. raised its position in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 50.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Lowe’s Companies, Inc. (NYSE:LOW) Shares Acquired by Meixler Investment Management Ltd.
Meixler Investment Management Ltd. increased its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 194.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Motley Fool Wealth Management LLC Has $32.47 Million Stake in Netflix, Inc. (NASDAQ:NFLX)
Motley Fool Wealth Management LLC lowered its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Alexander Randolph Advisory Inc. Takes $424,000 Position in Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA)
Alexander Randolph Advisory Inc. bought a new stake in shares of Vanguard FTSE Developed Markets Index Fund ETF Shares (NYSEARCA:VEA – Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Account Management LLC Sells 819 Shares of Analog Devices, Inc. (NASDAQ:ADI)
Account Management LLC reduced its stake in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 13.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 5,129 shares... More of this article »
Unique Wealth Strategies LLC Takes Position in Exxon Mobil Co. (NYSE:XOM)
Unique Wealth Strategies LLC acquired a new position in Exxon Mobil Co. (NYSE:XOM – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Intact Investment Management Inc. Acquires 100 Shares of KLA Co. (NASDAQ:KLAC)
Intact Investment Management Inc. lifted its holdings in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 7.4% during the fourth quarter, HoldingsChannel reports. The firm owned 1,450 shares of the semiconductor company’s... More of this article »
512 Shares in Broadcom Inc. (NASDAQ:AVGO) Purchased by Dohj LLC
Dohj LLC acquired a new position in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 512 shares of the semiconductor... More of this article »
Valmark Advisers Inc. Sells 1,923 Shares of iShares National Muni Bond ETF (NYSEARCA:MUB)
Valmark Advisers Inc. cut its stake in shares of iShares National Muni Bond ETF (NYSEARCA:MUB – Free Report) by 3.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 47,908 shares of the exchange traded fund’s... More of this article »
685 Shares in Stryker Co. (NYSE:SYK) Acquired by Consolidated Planning Corp
Consolidated Planning Corp purchased a new position in shares of Stryker Co. (NYSE:SYK – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased... More of this article »
Consolidated Planning Corp Takes Position in RTX Co. (NYSE:RTX)
Consolidated Planning Corp bought a new stake in shares of RTX Co. (NYSE:RTX – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 2,699 shares of the company’s stock, valued... More of this article »
Valmark Advisers Inc. Sells 111 Shares of United Parcel Service, Inc. (NYSE:UPS)
Valmark Advisers Inc. decreased its holdings in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 2.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Dohj LLC Raises Stock Position in iShares S&P 500 Value ETF (NYSEARCA:IVE)
Dohj LLC grew its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 126.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 27,629 shares... More of this article »
Valmark Advisers Inc. Invests $996,000 in Adobe Inc. (NASDAQ:ADBE)
Valmark Advisers Inc. acquired a new position in Adobe Inc. (NASDAQ:ADBE – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 1,670 shares of the software... More of this article »
Total Investment Management Inc. Buys 51 Shares of Caterpillar Inc. (NYSE:CAT)
Total Investment Management Inc. boosted its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.4% during the fourth quarter, Holdings Channel reports. The fund owned 2,175 shares of the industrial products company’s... More of this article »
Russell Investments Group Ltd. Sells 40,380 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)
Russell Investments Group Ltd. decreased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 10.5% in the fourth quarter, Holdings Channel.com reports. The firm owned 344,923 shares of the medical equipment... More of this article »
Intact Investment Management Inc. Trims Stock Position in Waste Management, Inc. (NYSE:WM)
Intact Investment Management Inc. lessened its holdings in Waste Management, Inc. (NYSE:WM – Free Report) by 4.6% during the 4th quarter, Holdings Channel reports. The firm owned 19,800 shares of the business services provider’s... More of this article »
Truist Financial Corp Has $52.55 Million Stock Holdings in AT&T Inc. (NYSE:T)
Truist Financial Corp trimmed its position in shares of AT&T Inc. (NYSE:T – Free Report) by 17.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Private Wealth Partners LLC Boosts Position in Exxon Mobil Co. (NYSE:XOM)
Private Wealth Partners LLC increased its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 12.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »