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Aspiriant LLC Boosts Stock Position in AbbVie Inc. (NYSE:ABBV)
Aspiriant LLC boosted its holdings in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 6.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Aspiriant LLC Acquires 801 Shares of Intel Co. (NASDAQ:INTC)
Aspiriant LLC boosted its holdings in Intel Co. (NASDAQ:INTC – Get Rating) by 3.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 24,626 shares... More of this article »
Strategic Advisors LLC Decreases Stake in AbbVie Inc. (NYSE:ABBV)
Strategic Advisors LLC lessened its holdings in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 3.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 76,663 shares of the company’s... More of this article »
Moisand Fitzgerald Tamayo LLC Purchases 122 Shares of AbbVie Inc. (NYSE:ABBV)
Moisand Fitzgerald Tamayo LLC raised its position in AbbVie Inc. (NYSE:ABBV – Get Rating) by 70.9% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 294 shares of the... More of this article »
Walgreens Boots Alliance, Inc. (NASDAQ:WBA) Shares Bought by Silvant Capital Management LLC
Silvant Capital Management LLC grew its holdings in shares of Walgreens Boots Alliance, Inc. (NASDAQ:WBA – Get Rating) by 198.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
WoodTrust Financial Corp Sells 1,000 Shares of Verizon Communications Inc. (NYSE:VZ)
WoodTrust Financial Corp trimmed its position in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 13.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,502... More of this article »
Annapolis Financial Services LLC Sells 1,256 Shares of Verizon Communications Inc. (NYSE:VZ)
Annapolis Financial Services LLC trimmed its position in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 54.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Astoria Portfolio Advisors LLC. Invests $231,000 in Tesla, Inc. (NASDAQ:TSLA)
Astoria Portfolio Advisors LLC. acquired a new position in shares of Tesla, Inc. (NASDAQ:TSLA – Get Rating) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Aspiriant LLC Boosts Stake in Comcast Co. (NASDAQ:CMCSA)
Aspiriant LLC grew its position in Comcast Co. (NASDAQ:CMCSA – Get Rating) by 14.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned... More of this article »
Mount Vernon Associates Inc. MD Takes Position in Meta Platforms, Inc. (NASDAQ:META)
Mount Vernon Associates Inc. MD acquired a new stake in Meta Platforms, Inc. (NASDAQ:META – Get Rating) during the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 14,389 shares of the social... More of this article »
Strategic Advisors LLC Sells 3,986 Shares of Pfizer Inc. (NYSE:PFE)
Strategic Advisors LLC lowered its stake in Pfizer Inc. (NYSE:PFE – Get Rating) by 2.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned... More of this article »
Astoria Portfolio Advisors LLC. Takes Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Astoria Portfolio Advisors LLC. purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) in the fourth quarter, Holdings Channel.com reports. The fund purchased 2,997 shares of the company’s... More of this article »
Silvant Capital Management LLC Has $978,000 Stake in Chubb Limited (NYSE:CB)
Silvant Capital Management LLC lowered its position in Chubb Limited (NYSE:CB – Get Rating) by 17.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 4,419 shares of the financial services... More of this article »
Summit Financial Strategies Inc. Sells 400 Shares of Alphabet Inc. (NASDAQ:GOOG)
Summit Financial Strategies Inc. reduced its position in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 14.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Benedetti & Gucer Inc. Grows Holdings in The Walt Disney Company (NYSE:DIS)
Benedetti & Gucer Inc. increased its position in shares of The Walt Disney Company (NYSE:DIS – Get Rating) by 1.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Strategic Advisors LLC Has $3.58 Million Holdings in The Walt Disney Company (NYSE:DIS)
Strategic Advisors LLC lifted its position in The Walt Disney Company (NYSE:DIS – Get Rating) by 0.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Micron Technology (NASDAQ:MU) Updates Q3 Earnings Guidance
Micron Technology (NASDAQ:MU – Get Rating) issued an update on its third quarter earnings guidance on Tuesday morning. The company provided earnings per share guidance of $(1.65)-$(1.51) for the period, compared to the consensus... More of this article »
Bourgeon Capital Management LLC Cuts Position in Merck & Co., Inc. (NYSE:MRK)
Bourgeon Capital Management LLC decreased its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 15.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Montecito Bank & Trust Sells 511 Shares of Merck & Co., Inc. (NYSE:MRK)
Montecito Bank & Trust reduced its position in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 2.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Migdal Insurance & Financial Holdings Ltd. Sells 395 Shares of Lockheed Martin Co. (NYSE:LMT)
Migdal Insurance & Financial Holdings Ltd. lowered its stake in shares of Lockheed Martin Co. (NYSE:LMT – Get Rating) by 9.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 4,017... More of this article »
Domani Wealth LLC Increases Position in Pfizer Inc. (NYSE:PFE)
Domani Wealth LLC boosted its position in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 10.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Veriti Management LLC Purchases 1,042 Shares of The Clorox Company (NYSE:CLX)
Veriti Management LLC boosted its position in shares of The Clorox Company (NYSE:CLX – Get Rating) by 16.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Janiczek Wealth Management LLC Reduces Stock Holdings in Jack Henry & Associates, Inc. (NASDAQ:JKHY)
Janiczek Wealth Management LLC reduced its stake in shares of Jack Henry & Associates, Inc. (NASDAQ:JKHY – Get Rating) by 26.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC.... More of this article »
Strategic Advisors LLC Has $414,000 Stock Holdings in Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ)
Strategic Advisors LLC lowered its position in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Get Rating) by 2.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Citigroup Inc. (NYSE:C) Shares Purchased by Migdal Insurance & Financial Holdings Ltd.
Migdal Insurance & Financial Holdings Ltd. raised its position in Citigroup Inc. (NYSE:C – Get Rating) by 381.3% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 16,560 shares... More of this article »
Migdal Insurance & Financial Holdings Ltd. Has $429,000 Stake in Roblox Co. (NYSE:RBLX)
Migdal Insurance & Financial Holdings Ltd. decreased its position in Roblox Co. (NYSE:RBLX – Get Rating) by 60.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Lehman & Derafelo Financial Resources LLC Has $10.85 Million Position in Pfizer Inc. (NYSE:PFE)
Lehman & Derafelo Financial Resources LLC decreased its holdings in Pfizer Inc. (NYSE:PFE – Get Rating) by 0.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Lehman & Derafelo Financial Resources LLC Increases Stake in PepsiCo, Inc. (NASDAQ:PEP)
Lehman & Derafelo Financial Resources LLC increased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 4.9% in the fourth quarter, Holdings Channel reports. The firm owned 2,778 shares of the company’s... More of this article »
Veriti Management LLC Sells 1,226 Shares of Archer-Daniels-Midland Company (NYSE:ADM)
Veriti Management LLC trimmed its holdings in Archer-Daniels-Midland Company (NYSE:ADM – Get Rating) by 9.3% in the 4th quarter, Holdings Channel reports. The fund owned 12,001 shares of the company’s stock after selling... More of this article »
Verdence Capital Advisors LLC Cuts Stake in Tesla, Inc. (NASDAQ:TSLA)
Verdence Capital Advisors LLC reduced its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Get Rating) by 4.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
The Southern Company (NYSE:SO) Shares Bought by Verdence Capital Advisors LLC
Verdence Capital Advisors LLC grew its holdings in shares of The Southern Company (NYSE:SO – Get Rating) by 0.8% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 24,861 shares of the utilities... More of this article »
The Boeing Company (NYSE:BA) Position Cut by DAVENPORT & Co LLC
DAVENPORT & Co LLC trimmed its position in The Boeing Company (NYSE:BA – Get Rating) by 90.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Invesco QQQ Trust (NASDAQ:QQQ) Shares Sold by DAVENPORT & Co LLC
DAVENPORT & Co LLC lowered its stake in Invesco QQQ Trust (NASDAQ:QQQ – Get Rating) by 7.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 19,181 shares of the exchange traded fund’s stock... More of this article »
DAVENPORT & Co LLC Purchases 44,054 Shares of Chewy, Inc. (NYSE:CHWY)
DAVENPORT & Co LLC increased its position in shares of Chewy, Inc. (NYSE:CHWY – Get Rating) by 48.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Aspiriant LLC Decreases Stock Position in JFrog Ltd. (NASDAQ:FROG)
Aspiriant LLC lessened its position in JFrog Ltd. (NASDAQ:FROG – Get Rating) by 12.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Aspiriant LLC Acquires 5,729 Shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)
Aspiriant LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ – Get Rating) by 71.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Bought by Griffin Asset Management Inc.
Griffin Asset Management Inc. boosted its position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) by 2.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 39,806... More of this article »
The Home Depot, Inc. (NYSE:HD) is Griffin Asset Management Inc.’s 9th Largest Position
Griffin Asset Management Inc. raised its stake in The Home Depot, Inc. (NYSE:HD – Get Rating) by 2.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »