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Transcend Capital Advisors LLC Acquires 337 Shares of Salesforce, Inc. (NYSE:CRM)
Transcend Capital Advisors LLC raised its holdings in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Transcend Capital Advisors LLC Purchases 780 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Transcend Capital Advisors LLC grew its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm... More of this article »
Sentry LLC Lowers Stake in Apple Inc. (NASDAQ:AAPL)
Sentry LLC trimmed its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 4.2% in the first quarter, according to its most recent disclosure with the SEC. The fund owned 30,740 shares of the iPhone maker’s stock after... More of this article »
Donaldson Capital Management LLC Acquires 8,278 Shares of Apple Inc. (NASDAQ:AAPL)
Donaldson Capital Management LLC lifted its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 1.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Transcend Capital Advisors LLC Sells 326 Shares of Honeywell International Inc. (NASDAQ:HON)
Transcend Capital Advisors LLC reduced its position in Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 16,014 shares... More of this article »
Delta Investment Management LLC Sells 254 Shares of Visa Inc. (NYSE:V)
Delta Investment Management LLC reduced its stake in Visa Inc. (NYSE:V – Free Report) by 3.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor... More of this article »
Sollinda Capital Management LLC Makes New $268,000 Investment in The Home Depot, Inc. (NYSE:HD)
Sollinda Capital Management LLC acquired a new stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Investment Partners LTD. Sells 981 Shares of Intel Co. (NASDAQ:INTC)
Investment Partners LTD. lessened its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Delta Investment Management LLC Takes $295,000 Position in Adobe Inc. (NASDAQ:ADBE)
Delta Investment Management LLC purchased a new stake in Adobe Inc. (NASDAQ:ADBE – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased... More of this article »
Leisure Capital Management Sells 4,019 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Leisure Capital Management cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 11.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Intuit Inc. (NASDAQ:INTU) Shares Bought by Drive Wealth Management LLC
Drive Wealth Management LLC grew its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 4.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Lathrop Investment Management Corp Increases Stock Holdings in Merck & Co., Inc. (NYSE:MRK)
Lathrop Investment Management Corp grew its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Matrix Trust Co Decreases Stake in BlackRock, Inc. (NYSE:BLK)
Matrix Trust Co lessened its stake in BlackRock, Inc. (NYSE:BLK – Free Report) by 2.1% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,568 shares of the asset manager’s stock after... More of this article »
Folger Nolan Fleming Douglas Capital Management Inc. Cuts Stake in Merck & Co., Inc. (NYSE:MRK)
Folger Nolan Fleming Douglas Capital Management Inc. reduced its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Kimberly-Clark Co. (NYSE:KMB) Holdings Decreased by Outlook Wealth Advisors LLC
Outlook Wealth Advisors LLC trimmed its stake in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 5.7% during the first quarter, Holdings Channel reports. The institutional investor owned 3,726 shares of the company’s... More of this article »
S&P Global Inc. (NYSE:SPGI) Shares Sold by Transcend Capital Advisors LLC
Transcend Capital Advisors LLC lowered its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 0.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Sector Gamma AS Sells 297,093 Shares of Bristol-Myers Squibb (NYSE:BMY)
Sector Gamma AS cut its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 44.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 374,687... More of this article »
McCarthy Asset Management Inc. Purchases 140 Shares of Meta Platforms, Inc. (NASDAQ:META)
McCarthy Asset Management Inc. raised its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 10.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Outlook Wealth Advisors LLC Takes $211,000 Position in Wells Fargo & Company (NYSE:WFC)
Outlook Wealth Advisors LLC purchased a new position in shares of Wells Fargo & Company (NYSE:WFC) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor purchased... More of this article »
Outlook Wealth Advisors LLC Makes New $236,000 Investment in JPMorgan Chase & Co. (NYSE:JPM)
Outlook Wealth Advisors LLC acquired a new stake in shares of JPMorgan Chase & Co. (NYSE:JPM) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired... More of this article »
Raymond James & Associates Has $341.57 Million Stock Position in Fiserv, Inc. (NYSE:FI)
Raymond James & Associates grew its position in Fiserv, Inc. (NYSE:FI – Free Report) by 2.5% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Folger Nolan Fleming Douglas Capital Management Inc. Sells 2,695 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Folger Nolan Fleming Douglas Capital Management Inc. decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC.... More of this article »
Russell Investments Group Ltd. Sells 11,226 Shares of Visa Inc. (NYSE:V)
Russell Investments Group Ltd. lowered its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 0.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund... More of this article »
Raymond James & Associates Has $205.23 Million Stake in Tesla, Inc. (NASDAQ:TSLA)
Raymond James & Associates lifted its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Transcend Capital Advisors LLC Has $5.05 Million Stock Holdings in Chevron Co. (NYSE:CVX)
Transcend Capital Advisors LLC grew its holdings in Chevron Co. (NYSE:CVX – Free Report) by 15.2% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 33,858 shares of the oil and gas company’s... More of this article »
Leisure Capital Management Has $1.61 Million Stock Position in Intel Co. (NASDAQ:INTC)
Leisure Capital Management decreased its position in shares of Intel Co. (NASDAQ:INTC – Free Report) by 15.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Bank OZK Sells 182 Shares of Mastercard Incorporated (NYSE:MA)
Bank OZK lessened its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm... More of this article »
Outlook Wealth Advisors LLC Grows Position in Verizon Communications Inc. (NYSE:VZ)
Outlook Wealth Advisors LLC raised its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 18.7% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange... More of this article »