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Broadcom Inc. (NASDAQ:AVGO) Shares Acquired by Intrust Bank NA
Intrust Bank NA increased its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,070 shares... More of this article »
Eagle Ridge Investment Management Has $19.55 Million Stake in Visa Inc. (NYSE:V)
Eagle Ridge Investment Management decreased its holdings in Visa Inc. (NYSE:V – Free Report) by 1.8% in the 4th quarter, Holdings Channel.com reports. The firm owned 75,104 shares of the credit-card processor’s stock after... More of this article »
Eagle Ridge Investment Management Decreases Stock Holdings in Bank of America Co. (NYSE:BAC)
Eagle Ridge Investment Management reduced its position in shares of Bank of America Co. (NYSE:BAC) by 4.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
Ewa LLC Has $336,000 Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Ewa LLC decreased its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 10.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Merck & Co., Inc. (NYSE:MRK) Shares Sold by Intrust Bank NA
Intrust Bank NA cut its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 8.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 31,947 shares of the company’s stock after selling 2,975... More of this article »
Guyasuta Investment Advisors Inc. Has $7.42 Million Position in Merck & Co., Inc. (NYSE:MRK)
Guyasuta Investment Advisors Inc. reduced its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Eagle Ridge Investment Management Lowers Stake in UnitedHealth Group Incorporated (NYSE:UNH)
Eagle Ridge Investment Management decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Costco Wholesale Co. (NASDAQ:COST) Shares Bought by Adell Harriman & Carpenter Inc.
Adell Harriman & Carpenter Inc. increased its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 3.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 35,900... More of this article »
Birchcreek Wealth Management LLC Cuts Stock Holdings in The Home Depot, Inc. (NYSE:HD)
Birchcreek Wealth Management LLC trimmed its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 8.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Investment House LLC Acquires 743 Shares of Merck & Co., Inc. (NYSE:MRK)
Investment House LLC grew its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Bank of America Co. (NYSE:BAC) Stock Position Raised by Naviter Wealth LLC
Naviter Wealth LLC boosted its position in shares of Bank of America Co. (NYSE:BAC – Free Report) by 6.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Israel Discount Bank of New York Sells 81 Shares of Honeywell International Inc. (NASDAQ:HON)
Israel Discount Bank of New York cut its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,081... More of this article »
Meta Platforms, Inc. (NASDAQ:META) is Kennon Green & Company LLC’s 2nd Largest Position
Kennon Green & Company LLC reduced its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Ewa LLC Has $938,000 Stock Holdings in Meta Platforms, Inc. (NASDAQ:META)
Ewa LLC raised its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 20.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor... More of this article »
Skylands Capital LLC Sells 695 Shares of Meta Platforms, Inc. (NASDAQ:META)
Skylands Capital LLC reduced its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Adell Harriman & Carpenter Inc. Sells 702 Shares of Abbott Laboratories (NYSE:ABT)
Adell Harriman & Carpenter Inc. cut its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 3.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Orca Investment Management LLC Raises Position in The Boeing Company (NYSE:BA)
Orca Investment Management LLC raised its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 5.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Orca Investment Management LLC Trims Stock Holdings in Bristol-Myers Squibb (NYSE:BMY)
Orca Investment Management LLC decreased its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 2.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 37,400 shares of the biopharmaceutical company’s... More of this article »
The Coca-Cola Company (NYSE:KO) Shares Acquired by Birchcreek Wealth Management LLC
Birchcreek Wealth Management LLC grew its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 12.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Naviter Wealth LLC Increases Stock Holdings in Visa Inc. (NYSE:V)
Naviter Wealth LLC lifted its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 21.1% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,435 shares of the... More of this article »
Avaii Wealth Management LLC Sells 758 Shares of The Walt Disney Company (NYSE:DIS)
Avaii Wealth Management LLC lessened its position in The Walt Disney Company (NYSE:DIS – Free Report) by 20.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,986... More of this article »
Israel Discount Bank of New York Sells 68 Shares of The Home Depot, Inc. (NYSE:HD)
Israel Discount Bank of New York cut its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 3.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Guyasuta Investment Advisors Inc. Boosts Holdings in Chevron Co. (NYSE:CVX)
Guyasuta Investment Advisors Inc. boosted its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 1.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Intrust Bank NA Has $4.74 Million Stake in Chevron Co. (NYSE:CVX)
Intrust Bank NA cut its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 2.2% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 31,748 shares of the oil and gas company’s stock... More of this article »
Eaton Co. plc (NYSE:ETN) Shares Sold by Altrius Capital Management Inc
Altrius Capital Management Inc lessened its holdings in Eaton Co. plc (NYSE:ETN – Free Report) by 3.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Anchor Capital Advisors LLC Lowers Position in Mondelez International, Inc. (NASDAQ:MDLZ)
Anchor Capital Advisors LLC trimmed its position in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 0.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Anchor Capital Advisors LLC Sells 6,637 Shares of Shell plc (NYSE:SHEL)
Anchor Capital Advisors LLC decreased its stake in Shell plc (NYSE:SHEL – Free Report) by 2.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 317,386 shares of the energy company’s stock... More of this article »
Anchor Capital Advisors LLC Lowers Position in Thermo Fisher Scientific Inc. (NYSE:TMO)
Anchor Capital Advisors LLC reduced its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4.9% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Eagle Ridge Investment Management Raises Stock Holdings in Merck & Co., Inc. (NYSE:MRK)
Eagle Ridge Investment Management grew its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 10.0% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 8,476 shares of the company’s... More of this article »
Intrust Bank NA Has $54.29 Million Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)
Intrust Bank NA lowered its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.3% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 771,740 shares of the company’s stock... More of this article »
Israel Discount Bank of New York Trims Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)
Israel Discount Bank of New York lessened its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 4.6% in the 4th quarter, HoldingsChannel reports. The firm owned 9,821 shares of the network equipment provider’s... More of this article »
Adell Harriman & Carpenter Inc. Has $12 Million Stock Position in Honeywell International Inc. (NASDAQ:HON)
Adell Harriman & Carpenter Inc. raised its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Altrius Capital Management Inc Sells 3,453 Shares of Banco Bilbao Vizcaya Argentaria, S.A. (NYSE:BBVA)
Altrius Capital Management Inc trimmed its position in shares of Banco Bilbao Vizcaya Argentaria, S.A. (NYSE:BBVA – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent filing with the SEC.... More of this article »
Anchor Capital Advisors LLC Has $17.42 Million Stock Holdings in Lowe’s Companies, Inc. (NYSE:LOW)
Anchor Capital Advisors LLC reduced its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 2.3% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 78,280 shares of... More of this article »
Comcast Co. (NASDAQ:CMCSA) Shares Sold by Anchor Capital Advisors LLC
Anchor Capital Advisors LLC cut its stake in shares of Comcast Co. (NASDAQ:CMCSA – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Accenture plc (NYSE:ACN) Shares Sold by Investment House LLC
Investment House LLC decreased its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 0.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Intrust Bank NA Has $1.97 Million Stock Position in iShares S&P 500 Growth ETF (NYSEARCA:IVW)
Intrust Bank NA lifted its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 3.3% in the 4th quarter, Holdings Channel reports. The fund owned 26,290 shares of the company’s stock after... More of this article »
Adell Harriman & Carpenter Inc. Has $12.63 Million Holdings in American Tower Co. (NYSE:AMT)
Adell Harriman & Carpenter Inc. decreased its stake in shares of American Tower Co. (NYSE:AMT – Free Report) by 1.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 58,495 shares of the real estate... More of this article »
Thermo Fisher Scientific Inc. (NYSE:TMO) Shares Sold by Adell Harriman & Carpenter Inc.
Adell Harriman & Carpenter Inc. trimmed its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 19.7% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Intrust Bank NA Grows Holdings in AT&T Inc. (NYSE:T)
Intrust Bank NA increased its position in AT&T Inc. (NYSE:T – Free Report) by 19.4% in the 4th quarter, HoldingsChannel reports. The fund owned 144,364 shares of the technology company’s stock after buying an additional... More of this article »
Israel Discount Bank of New York Has $348,000 Stock Holdings in BlackRock, Inc. (NYSE:BLK)
Israel Discount Bank of New York trimmed its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 6.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Shares Sold by Adell Harriman & Carpenter Inc.
Adell Harriman & Carpenter Inc. lowered its stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 9.3% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 26,704... More of this article »
Adell Harriman & Carpenter Inc. Sells 81,224 Shares of iShares 0-5 Year High Yield Corporate Bond ETF (NYSEARCA:SHYG)
Adell Harriman & Carpenter Inc. lessened its stake in iShares 0-5 Year High Yield Corporate Bond ETF (NYSEARCA:SHYG – Free Report) by 32.1% in the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Altrius Capital Management Inc Boosts Stake in LyondellBasell Industries (NYSE:LYB)
Altrius Capital Management Inc raised its position in LyondellBasell Industries (NYSE:LYB – Free Report) by 0.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Altrius Capital Management Inc Has $6.57 Million Holdings in Stellantis (NYSE:STLA)
Altrius Capital Management Inc cut its stake in shares of Stellantis (NYSE:STLA – Free Report) by 30.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Intrust Bank NA Lowers Stock Position in Tesla, Inc. (NASDAQ:TSLA)
Intrust Bank NA cut its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,946 shares... More of this article »
Intrust Bank NA Purchases 1,040 Shares of Honeywell International Inc. (NASDAQ:HON)
Intrust Bank NA raised its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 9.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor... More of this article »
Pfizer Inc. (NYSE:PFE) Shares Sold by Kennon Green & Company LLC
Kennon Green & Company LLC reduced its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 32.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »