Archive for October, 2020

Darwin Advisors LLC Sells 175 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Darwin Advisors LLC decreased its position in PepsiCo, Inc. (NASDAQ:PEP) by 6.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,391 shares of the company’s stock after selling 175 shares during the quarter. Darwin Advisors LLC’s holdings in PepsiCo were worth $331,000 at the […]

Sunburst Financial Group LLC Buys 131 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Sunburst Financial Group LLC lifted its stake in PepsiCo, Inc. (NASDAQ:PEP) by 6.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,271 shares of the company’s stock after buying an additional 131 shares during the period. Sunburst Financial Group LLC’s holdings […]

Arden Trust Co Grows Stake in PepsiCo, Inc. (NASDAQ:PEP)

Arden Trust Co raised its stake in PepsiCo, Inc. (NASDAQ:PEP) by 3.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,932 shares of the company’s stock after acquiring an additional 501 shares during the period. Arden Trust Co’s holdings […]

Gilman Hill Asset Management LLC Cuts Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Gilman Hill Asset Management LLC trimmed its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 5.3% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,657 shares of the company’s stock after selling 316 shares during the period. Gilman Hill Asset Management […]

First Citizens Bank & Trust Co. Increases Holdings in PepsiCo, Inc. (NASDAQ:PEP)

First Citizens Bank & Trust Co. increased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 0.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 63,266 shares of the company’s stock after purchasing an additional 104 shares during the period. PepsiCo […]

Campbell & CO Investment Adviser LLC Invests $449,000 in Walmart Inc. (NYSE:WMT)

Campbell & CO Investment Adviser LLC acquired a new stake in Walmart Inc. (NYSE:WMT) in the third quarter, Holdings Channel.com reports. The fund acquired 3,209 shares of the retailer’s stock, valued at approximately $449,000. Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Tatro Capital LLC […]

Walmart Inc. (NYSE:WMT) Shares Purchased by Atlas Brown Inc.

Atlas Brown Inc. increased its stake in shares of Walmart Inc. (NYSE:WMT) by 4.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,407 shares of the retailer’s stock after purchasing an additional 345 shares during the quarter. Atlas Brown Inc.’s […]

Arden Trust Co Trims Position in Pfizer Inc. (NYSE:PFE)

Arden Trust Co lessened its stake in shares of Pfizer Inc. (NYSE:PFE) by 0.9% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 88,574 shares of the biopharmaceutical company’s stock after selling 820 shares during the quarter. Pfizer comprises 0.6% of Arden Trust Co’s […]

Hodges Capital Management Inc. Grows Position in Walmart Inc. (NYSE:WMT)

Hodges Capital Management Inc. grew its stake in Walmart Inc. (NYSE:WMT) by 31.0% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 40,838 shares of the retailer’s stock after purchasing an additional 9,660 shares during the period. Walmart comprises approximately 1.1% […]

Arden Trust Co Grows Stake in Chevron Co. (NYSE:CVX)

Arden Trust Co raised its stake in Chevron Co. (NYSE:CVX) by 1.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,438 shares of the oil and gas company’s stock after acquiring an additional 620 shares during the period. Arden […]

Vigilant Capital Management LLC Has $101,000 Stock Position in iShares S&P 500 ETF (NYSEARCA:IVV)

Vigilant Capital Management LLC decreased its position in iShares S&P 500 ETF (NYSEARCA:IVV) by 16.9% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 300 shares of the company’s stock after selling 61 shares during the period. Vigilant Capital Management LLC’s holdings in iShares S&P 500 ETF were worth $101,000 at the end […]

Atlas Brown Inc. Has $1.76 Million Holdings in iShares S&P 500 ETF (NYSEARCA:IVV)

Atlas Brown Inc. increased its stake in shares of iShares S&P 500 ETF (NYSEARCA:IVV) by 8.1% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 5,237 shares of the company’s stock after acquiring an additional 393 shares during the period. Atlas Brown Inc.’s holdings in […]

Chevron Co. (NYSE:CVX) Shares Sold by Riverview Trust Co

Riverview Trust Co cut its holdings in shares of Chevron Co. (NYSE:CVX) by 71.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 999 shares of the oil and gas company’s stock after selling 2,561 shares during the period. Riverview Trust […]

Chevron Co. (NYSE:CVX) Shares Acquired by Evolution Wealth Advisors LLC

Evolution Wealth Advisors LLC boosted its stake in Chevron Co. (NYSE:CVX) by 136.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 636 shares of the oil and gas company’s stock after purchasing an additional 367 shares during the period. […]

Arden Trust Co Buys 491 Shares of Home Depot Inc (NYSE:HD)

Arden Trust Co grew its stake in Home Depot Inc (NYSE:HD) by 2.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 17,701 shares of the home improvement retailer’s stock after acquiring an additional 491 shares during the period. Home […]

Home Depot Inc (NYSE:HD) Shares Sold by Riverview Trust Co

Riverview Trust Co lowered its holdings in Home Depot Inc (NYSE:HD) by 51.8% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 1,180 shares of the home improvement retailer’s stock after selling 1,270 shares during the quarter. Riverview Trust Co’s holdings in Home Depot were worth $328,000 at the end of the most recent reporting […]

Arden Trust Co Reduces Position in AT&T Inc. (NYSE:T)

Arden Trust Co cut its holdings in shares of AT&T Inc. (NYSE:T) by 2.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 109,047 shares of the technology company’s stock after selling 2,349 shares during the period. Arden Trust Co’s holdings in […]

First Citizens Bank & Trust Co. Reduces Stock Position in Exxon Mobil Co. (NYSE:XOM)

First Citizens Bank & Trust Co. lessened its holdings in Exxon Mobil Co. (NYSE:XOM) by 7.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 131,372 shares of the oil and gas company’s stock after selling 11,095 shares during the quarter. First Citizens Bank […]

Exxon Mobil Co. (NYSE:XOM) Shares Sold by Sanders Morris Harris LLC

Sanders Morris Harris LLC trimmed its holdings in Exxon Mobil Co. (NYSE:XOM) by 1.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 88,221 shares of the oil and gas company’s stock after selling 1,123 shares during the period. Exxon Mobil accounts […]

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Acquired by Mission Wealth Management LP

Mission Wealth Management LP lifted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 39,745 shares of the network equipment provider’s stock after buying an additional 394 shares during the quarter. Mission Wealth […]

Gilman Hill Asset Management LLC Sells 905 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Gilman Hill Asset Management LLC decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 2.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 43,444 shares of the network equipment provider’s stock after selling 905 shares during the quarter. Gilman Hill Asset Management LLC’s […]

First Citizens Bank & Trust Co. Sells 16,266 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

First Citizens Bank & Trust Co. lowered its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 11.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 129,592 shares of the network equipment provider’s stock after selling 16,266 shares during the quarter. First Citizens […]

Arden Trust Co Reduces Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Arden Trust Co decreased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 36,640 shares of the network equipment provider’s stock after selling 2,800 shares during the quarter. Arden Trust Co’s holdings in Cisco Systems were […]

Polaris Wealth Advisory Group LLC Decreases Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Polaris Wealth Advisory Group LLC trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 14.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,713 shares of the network equipment provider’s stock after selling 1,774 shares during the period. Polaris […]

First Dallas Securities Inc. Invests $1.71 Million in Exxon Mobil Co. (NYSE:XOM)

First Dallas Securities Inc. bought a new position in shares of Exxon Mobil Co. (NYSE:XOM) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 49,880 shares of the oil and gas company’s stock, valued at approximately $1,712,000. Exxon Mobil accounts for about 1.9% of […]

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Riverview Trust Co

Riverview Trust Co lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 6.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,709 shares of the network equipment provider’s stock after selling 1,200 shares during the period. […]

Amazon.com, Inc. (NASDAQ:AMZN) Shares Sold by Manchester Financial Inc.

Manchester Financial Inc. cut its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 22.1% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 364 shares of the e-commerce giant’s stock after selling 103 shares during the quarter. Amazon.com comprises approximately 0.9% of […]

Gilman Hill Asset Management LLC Decreases Stock Position in Exxon Mobil Co. (NYSE:XOM)

Gilman Hill Asset Management LLC lessened its stake in Exxon Mobil Co. (NYSE:XOM) by 19.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,181 shares of the oil and gas company’s stock after selling 1,513 shares during the period. Gilman […]

Walmart Inc. (NYSE:WMT) Shares Sold by Darwin Advisors LLC

Darwin Advisors LLC reduced its position in shares of Walmart Inc. (NYSE:WMT) by 6.8% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,841 shares of the retailer’s stock after selling 134 shares during the quarter. Darwin Advisors LLC’s holdings in Walmart were […]

Oldfather Financial Services LLC Purchases 252 Shares of iShares S&P 500 ETF (NYSEARCA:IVV)

Oldfather Financial Services LLC lifted its position in shares of iShares S&P 500 ETF (NYSEARCA:IVV) by 3.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,645 shares of the company’s stock after purchasing an additional 252 shares during the […]

iShares S&P 500 ETF (NYSEARCA:IVV) Shares Sold by Roman Butler Fullerton & Co.

Roman Butler Fullerton & Co. lowered its position in iShares S&P 500 ETF (NYSEARCA:IVV) by 17.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,231 shares of the company’s stock after selling 908 shares during the quarter. iShares S&P 500 ETF accounts for 0.9% […]

Walmart Inc. (NYSE:WMT) Stock Position Lifted by Sanders Morris Harris LLC

Sanders Morris Harris LLC lifted its holdings in Walmart Inc. (NYSE:WMT) by 14.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,000 shares of the retailer’s stock after purchasing an additional 500 shares during the quarter. Sanders Morris Harris LLC’s holdings in Walmart […]

Mission Wealth Management LP Has $1.09 Million Stock Position in Visa Inc (NYSE:V)

Mission Wealth Management LP reduced its position in shares of Visa Inc (NYSE:V) by 5.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,460 shares of the credit-card processor’s stock after selling 302 shares during the period. […]

Stokes Capital Advisors LLC Sells 1,978 Shares of Walmart Inc. (NYSE:WMT)

Stokes Capital Advisors LLC cut its holdings in Walmart Inc. (NYSE:WMT) by 5.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 31,499 shares of the retailer’s stock after selling 1,978 shares during the period. Walmart accounts for approximately 2.1% of Stokes Capital Advisors LLC’s portfolio, […]

Gilman Hill Asset Management LLC Has $818,000 Stock Position in Merck & Co., Inc. (NYSE:MRK)

Gilman Hill Asset Management LLC trimmed its holdings in shares of Merck & Co., Inc. (NYSE:MRK) by 1.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,858 shares of the company’s stock after selling 160 shares during the period. Gilman Hill Asset Management LLC’s […]

Mission Wealth Management LP Acquires 638 Shares of Merck & Co., Inc. (NYSE:MRK)

Mission Wealth Management LP increased its holdings in shares of Merck & Co., Inc. (NYSE:MRK) by 3.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,032 shares of the company’s stock after acquiring an additional 638 shares during the period. […]

Stone House Investment Management LLC Purchases 16,780 Shares of iShares S&P 500 ETF (NYSEARCA:IVV)

Stone House Investment Management LLC grew its position in iShares S&P 500 ETF (NYSEARCA:IVV) by 19.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 101,192 shares of the company’s stock after buying an additional 16,780 shares during the period. iShares S&P 500 ETF makes […]

Mission Wealth Management LP Reduces Stock Position in iShares S&P 500 ETF (NYSEARCA:IVV)

Mission Wealth Management LP lessened its stake in shares of iShares S&P 500 ETF (NYSEARCA:IVV) by 8.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,450 shares of the company’s stock after selling 686 shares during the quarter. Mission […]

Hummer Financial Advisory Services Inc Sells 200 Shares of Walmart Inc. (NYSE:WMT)

Hummer Financial Advisory Services Inc reduced its position in Walmart Inc. (NYSE:WMT) by 9.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,855 shares of the retailer’s stock after selling 200 shares during the period. Hummer Financial Advisory Services […]

26,385 Shares in Merck & Co., Inc. (NYSE:MRK) Acquired by First Dallas Securities Inc.

First Dallas Securities Inc. bought a new position in shares of Merck & Co., Inc. (NYSE:MRK) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 26,385 shares of the company’s stock, valued at approximately $2,189,000. Merck & Co., Inc. comprises […]