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Aspiriant LLC Acquires 276 Shares of Thermo Fisher Scientific Inc. (NYSE:TMO)
Aspiriant LLC boosted its holdings in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Get Rating) by 17.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 1,860 shares of the medical research... More of this article »
Migdal Insurance & Financial Holdings Ltd. Buys 611 Shares of The Coca-Cola Company (NYSE:KO)
Migdal Insurance & Financial Holdings Ltd. lifted its stake in The Coca-Cola Company (NYSE:KO – Get Rating) by 11.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Silvant Capital Management LLC Has $382,000 Stock Position in Verizon Communications Inc. (NYSE:VZ)
Silvant Capital Management LLC boosted its stake in Verizon Communications Inc. (NYSE:VZ – Get Rating) by 19.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Cambridge Advisors Inc. Decreases Stock Holdings in AbbVie Inc. (NYSE:ABBV)
Cambridge Advisors Inc. decreased its holdings in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 3.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Veriti Management LLC Purchases 296 Shares of Enbridge Inc. (NYSE:ENB)
Veriti Management LLC increased its stake in shares of Enbridge Inc. (NYSE:ENB – Get Rating) (TSE:ENB) by 1.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 23,329 shares of the pipeline company’s... More of this article »
Everett Harris & Co. CA Sells 13,621 Shares of Merck & Co., Inc. (NYSE:MRK)
Everett Harris & Co. CA lessened its stake in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 7.6% during the 4th quarter, HoldingsChannel.com reports. The fund owned 164,966 shares of the company’s stock... More of this article »
Aspiriant LLC Has $550,000 Stake in SPDR Gold Shares (NYSEARCA:GLD)
Aspiriant LLC lowered its position in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 8.8% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 3,243 shares of the exchange traded fund’s... More of this article »
Moisand Fitzgerald Tamayo LLC Buys 477 Shares of Pfizer Inc. (NYSE:PFE)
Moisand Fitzgerald Tamayo LLC lifted its stake in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 5.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
iShares Core S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Market Street Wealth Management Advisors LLC
Market Street Wealth Management Advisors LLC lowered its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 7.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned... More of this article »
Boyd Wealth Management LLC Cuts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Boyd Wealth Management LLC decreased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 7.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional... More of this article »
Lehman & Derafelo Financial Resources LLC Decreases Stock Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Lehman & Derafelo Financial Resources LLC reduced its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 48.8% in the 4th quarter, according to the company in its most recent 13F filing with... More of this article »
Veriti Management LLC Buys 918 Shares of Merck & Co., Inc. (NYSE:MRK)
Veriti Management LLC boosted its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Get Rating) by 3.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Visa Inc. (NYSE:V) Stock Holdings Lessened by Diligent Investors LLC
Diligent Investors LLC reduced its stake in Visa Inc. (NYSE:V – Get Rating) by 2.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
The Procter & Gamble Company (NYSE:PG) Stake Raised by Apeiron RIA LLC
Apeiron RIA LLC raised its holdings in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 2.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Capitol Family Office Inc. Reduces Stock Position in The Procter & Gamble Company (NYSE:PG)
Capitol Family Office Inc. decreased its holdings in shares of The Procter & Gamble Company (NYSE:PG – Get Rating) by 2.9% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 19,348... More of this article »
DAVENPORT & Co LLC Increases Holdings in Trane Technologies plc (NYSE:TT)
DAVENPORT & Co LLC increased its stake in shares of Trane Technologies plc (NYSE:TT – Get Rating) by 0.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional... More of this article »
Vestmark Advisory Solutions Inc. Purchases 3,371 Shares of The Procter & Gamble Company (NYSE:PG)
Vestmark Advisory Solutions Inc. increased its position in The Procter & Gamble Company (NYSE:PG – Get Rating) by 5.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 68,500 shares... More of this article »
Secure Asset Management LLC Buys 881 Shares of Merck & Co., Inc. (NYSE:MRK)
Secure Asset Management LLC boosted its stake in Merck & Co., Inc. (NYSE:MRK – Get Rating) by 3.0% during the 4th quarter, HoldingsChannel.com reports. The fund owned 30,611 shares of the company’s stock after purchasing... More of this article »
Visa Inc. (NYSE:V) Shares Acquired by Mill Capital Management LLC
Mill Capital Management LLC raised its position in shares of Visa Inc. (NYSE:V – Get Rating) by 0.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Goelzer Investment Management Inc. Invests $246,000 in Aflac Incorporated (NYSE:AFL)
Goelzer Investment Management Inc. acquired a new position in Aflac Incorporated (NYSE:AFL – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Annapolis Financial Services LLC Has $28,000 Position in FedEx Co. (NYSE:FDX)
Annapolis Financial Services LLC cut its position in shares of FedEx Co. (NYSE:FDX – Get Rating) by 43.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Stock Position Lowered by DAVENPORT & Co LLC
DAVENPORT & Co LLC trimmed its holdings in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Get Rating) by 4.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Pfizer Inc. (NYSE:PFE) Stock Position Increased by Pennsylvania Capital Management Inc. ADV
Pennsylvania Capital Management Inc. ADV lifted its position in Pfizer Inc. (NYSE:PFE – Get Rating) by 23.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
CF Industries Holdings, Inc. (NYSE:CF) Shares Sold by Silvant Capital Management LLC
Silvant Capital Management LLC trimmed its position in CF Industries Holdings, Inc. (NYSE:CF – Get Rating) by 1.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
DAVENPORT & Co LLC Purchases 3,390 Shares of Freeport-McMoRan Inc. (NYSE:FCX)
DAVENPORT & Co LLC boosted its position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Get Rating) by 1.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Paychex (NASDAQ:PAYX) Releases Quarterly Earnings Results, Beats Estimates By $0.05 EPS
Paychex (NASDAQ:PAYX – Get Rating) posted its earnings results on Wednesday. The business services provider reported $1.29 EPS for the quarter, topping the consensus estimate of $1.24 by $0.05, Briefing.com reports. Paychex had... More of this article »
Astoria Portfolio Advisors LLC. Cuts Stake in Wells Fargo & Company (NYSE:WFC)
Astoria Portfolio Advisors LLC. decreased its holdings in Wells Fargo & Company (NYSE:WFC) by 6.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 7,697 shares of the financial services provider’s stock... More of this article »
Cintas Co. (NASDAQ:CTAS) Shares Bought by Astoria Portfolio Advisors LLC.
Astoria Portfolio Advisors LLC. boosted its position in shares of Cintas Co. (NASDAQ:CTAS – Get Rating) by 17.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
WoodTrust Financial Corp Has $6.81 Million Position in Chevron Co. (NYSE:CVX)
WoodTrust Financial Corp cut its position in shares of Chevron Co. (NYSE:CVX – Get Rating) by 5.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Astoria Portfolio Advisors LLC. Takes $238,000 Position in MetLife, Inc. (NYSE:MET)
Astoria Portfolio Advisors LLC. bought a new stake in shares of MetLife, Inc. (NYSE:MET – Get Rating) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,388... More of this article »
Annapolis Financial Services LLC Sells 32 Shares of Mastercard Incorporated (NYSE:MA)
Annapolis Financial Services LLC reduced its holdings in shares of Mastercard Incorporated (NYSE:MA – Get Rating) by 12.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
PepsiCo, Inc. (NASDAQ:PEP) Stock Holdings Raised by Tradewinds Capital Management LLC
Tradewinds Capital Management LLC raised its stake in PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 3.6% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 1,986 shares of the company’s stock... More of this article »
Hennessy Advisors Inc. Cuts Stock Position in PayPal Holdings, Inc. (NASDAQ:PYPL)
Hennessy Advisors Inc. cut its stake in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 6.7% in the 4th quarter, HoldingsChannel reports. The fund owned 14,000 shares of the credit services provider’s stock... More of this article »
Hennessy Advisors Inc. Lowers Stock Holdings in BlackRock, Inc. (NYSE:BLK)
Hennessy Advisors Inc. cut its holdings in BlackRock, Inc. (NYSE:BLK – Get Rating) by 37.5% during the 4th quarter, HoldingsChannel.com reports. The fund owned 500 shares of the asset manager’s stock after selling 300... More of this article »
Veriti Management LLC Raises Holdings in Rockwell Automation, Inc. (NYSE:ROK)
Veriti Management LLC grew its position in Rockwell Automation, Inc. (NYSE:ROK – Get Rating) by 22.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,122... More of this article »
Vestmark Advisory Solutions Inc. Decreases Stake in QUALCOMM Incorporated (NASDAQ:QCOM)
Vestmark Advisory Solutions Inc. lessened its holdings in QUALCOMM Incorporated (NASDAQ:QCOM – Get Rating) by 0.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 28,786 shares of the wireless technology... More of this article »
Vestmark Advisory Solutions Inc. Buys 493 Shares of Nucor Co. (NYSE:NUE)
Vestmark Advisory Solutions Inc. increased its stake in Nucor Co. (NYSE:NUE – Get Rating) by 2.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 20,495 shares of the basic... More of this article »
Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Sunburst Financial Group LLC
Sunburst Financial Group LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 23.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »