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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 »