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Image for Catalyst Financial Partners LLC Has $380,000 Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

Catalyst Financial Partners LLC Has $380,000 Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

Catalyst Financial Partners LLC increased its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 14.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities &... More of this article »
Image for National Pension Service Raises Position in HCA Healthcare, Inc. (NYSE:HCA)

National Pension Service Raises Position in HCA Healthcare, Inc. (NYSE:HCA)

National Pension Service boosted its stake in shares of HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 2.9% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 483,708 shares of the... More of this article »
Image for Catalyst Financial Partners LLC Acquires 47 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

Catalyst Financial Partners LLC Acquires 47 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

Catalyst Financial Partners LLC grew its holdings in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 2.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Balancer (BAL) Reaches 1-Day Volume of $8.92 Million

Balancer (BAL) Reaches 1-Day Volume of $8.92 Million

Balancer (BAL) traded down 1% against the US dollar during the 24 hour period ending at 0:00 AM E.T. on May 8th. Balancer has a total market cap of $198.35 million and $8.92 million worth of Balancer was traded on exchanges in the... More of this article »
Image for Intercontinental Exchange, Inc. (NYSE:ICE) Shares Sold by RMR Wealth Builders

Intercontinental Exchange, Inc. (NYSE:ICE) Shares Sold by RMR Wealth Builders

RMR Wealth Builders lessened its stake in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 3.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for Bogart Wealth LLC Boosts Stock Holdings in Eli Lilly and Company (NYSE:LLY)

Bogart Wealth LLC Boosts Stock Holdings in Eli Lilly and Company (NYSE:LLY)

Bogart Wealth LLC grew its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 61.5% in the 4th quarter, HoldingsChannel reports. The firm owned 289 shares of the company’s stock after buying an additional 110... More of this article »
Image for Pinnacle Wealth Management Advisory Group LLC Purchases 400 Shares of Valero Energy Co. (NYSE:VLO)

Pinnacle Wealth Management Advisory Group LLC Purchases 400 Shares of Valero Energy Co. (NYSE:VLO)

Pinnacle Wealth Management Advisory Group LLC grew its holdings in Valero Energy Co. (NYSE:VLO – Free Report) by 3.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for Pinnacle Wealth Management Advisory Group LLC Has $669,000 Stake in Mondelez International, Inc. (NASDAQ:MDLZ)

Pinnacle Wealth Management Advisory Group LLC Has $669,000 Stake in Mondelez International, Inc. (NASDAQ:MDLZ)

Pinnacle Wealth Management Advisory Group LLC reduced its stake in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 17.6% in the 4th quarter, according to its most recent 13F filing with the Securities and... More of this article »
Image for Pinnacle Wealth Management Advisory Group LLC Trims Stake in Honeywell International Inc. (NASDAQ:HON)

Pinnacle Wealth Management Advisory Group LLC Trims Stake in Honeywell International Inc. (NASDAQ:HON)

Pinnacle Wealth Management Advisory Group LLC reduced its stake in Honeywell International Inc. (NASDAQ:HON – Free Report) by 9.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities &... More of this article »
Image for Wealthspire Advisors LLC Trims Position in Blackstone Inc. (NYSE:BX)

Wealthspire Advisors LLC Trims Position in Blackstone Inc. (NYSE:BX)

Wealthspire Advisors LLC lessened its stake in Blackstone Inc. (NYSE:BX – Free Report) by 5.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,656... More of this article »
Image for BWX Technologies (NYSE:BWXT) Updates FY 2024 Earnings Guidance

BWX Technologies (NYSE:BWXT) Updates FY 2024 Earnings Guidance

BWX Technologies (NYSE:BWXT – Get Free Report) updated its FY 2024 earnings guidance on Monday. The company provided earnings per share guidance of 3.050-3.200 for the period, compared to the consensus earnings per share estimate... More of this article »
Image for Wealthspire Advisors LLC Lowers Holdings in Merck & Co., Inc. (NYSE:MRK)

Wealthspire Advisors LLC Lowers Holdings in Merck & Co., Inc. (NYSE:MRK)

Wealthspire Advisors LLC lessened its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 10.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Wealthspire Advisors LLC Has $3.79 Million Holdings in Pfizer Inc. (NYSE:PFE)

Wealthspire Advisors LLC Has $3.79 Million Holdings in Pfizer Inc. (NYSE:PFE)

Wealthspire Advisors LLC cut its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 12.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Wealthspire Advisors LLC Lowers Holdings in Abbott Laboratories (NYSE:ABT)

Wealthspire Advisors LLC Lowers Holdings in Abbott Laboratories (NYSE:ABT)

Wealthspire Advisors LLC decreased its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 1.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 40,138... More of this article »
Image for Cullen Frost Bankers Inc. Sells 8,768 Shares of CVS Health Co. (NYSE:CVS)

Cullen Frost Bankers Inc. Sells 8,768 Shares of CVS Health Co. (NYSE:CVS)

Cullen Frost Bankers Inc. trimmed its stake in CVS Health Co. (NYSE:CVS – Free Report) by 3.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 230,786 shares... More of this article »
Image for Catalyst Financial Partners LLC Sells 569 Shares of Diageo plc (NYSE:DEO)

Catalyst Financial Partners LLC Sells 569 Shares of Diageo plc (NYSE:DEO)

Catalyst Financial Partners LLC cut its stake in Diageo plc (NYSE:DEO – Free Report) by 23.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for Oracle Co. (NYSE:ORCL) Shares Acquired by Pinnacle Wealth Management Advisory Group LLC

Oracle Co. (NYSE:ORCL) Shares Acquired by Pinnacle Wealth Management Advisory Group LLC

Pinnacle Wealth Management Advisory Group LLC increased its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 3.1% in the fourth quarter, Holdings Channel reports. The firm owned 11,347 shares of the enterprise software... More of this article »
Image for Catalyst Financial Partners LLC Invests $316,000 in Uber Technologies, Inc. (NYSE:UBER)

Catalyst Financial Partners LLC Invests $316,000 in Uber Technologies, Inc. (NYSE:UBER)

Catalyst Financial Partners LLC bought a new position in Uber Technologies, Inc. (NYSE:UBER – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 5,139 shares of the... More of this article »
Image for Catalyst Financial Partners LLC Boosts Stake in AT&T Inc. (NYSE:T)

Catalyst Financial Partners LLC Boosts Stake in AT&T Inc. (NYSE:T)

Catalyst Financial Partners LLC lifted its holdings in AT&T Inc. (NYSE:T – Free Report) by 8.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Image for Catalyst Financial Partners LLC Has $367,000 Holdings in The Walt Disney Company (NYSE:DIS)

Catalyst Financial Partners LLC Has $367,000 Holdings in The Walt Disney Company (NYSE:DIS)

Catalyst Financial Partners LLC boosted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 53.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Image for Catalyst Financial Partners LLC Sells 136 Shares of CME Group Inc. (NASDAQ:CME)

Catalyst Financial Partners LLC Sells 136 Shares of CME Group Inc. (NASDAQ:CME)

Catalyst Financial Partners LLC decreased its holdings in CME Group Inc. (NASDAQ:CME – Free Report) by 7.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Image for Catalyst Financial Partners LLC Lowers Holdings in Altria Group, Inc. (NYSE:MO)

Catalyst Financial Partners LLC Lowers Holdings in Altria Group, Inc. (NYSE:MO)

Catalyst Financial Partners LLC trimmed its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 15.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Pinnacle Wealth Management Advisory Group LLC Has $918,000 Stock Holdings in Emerson Electric Co. (NYSE:EMR)

Pinnacle Wealth Management Advisory Group LLC Has $918,000 Stock Holdings in Emerson Electric Co. (NYSE:EMR)

Pinnacle Wealth Management Advisory Group LLC lessened its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 6.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Pinnacle Wealth Management Advisory Group LLC Lowers Stock Holdings in The PNC Financial Services Group, Inc. (NYSE:PNC)

Pinnacle Wealth Management Advisory Group LLC Lowers Stock Holdings in The PNC Financial Services Group, Inc. (NYSE:PNC)

Pinnacle Wealth Management Advisory Group LLC lowered its position in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 14.4% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Image for Cullen Frost Bankers Inc. Acquires 2,618 Shares of HCA Healthcare, Inc. (NYSE:HCA)

Cullen Frost Bankers Inc. Acquires 2,618 Shares of HCA Healthcare, Inc. (NYSE:HCA)

Cullen Frost Bankers Inc. grew its stake in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 7.1% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Image for Pinnacle Wealth Management Advisory Group LLC Acquires 1,672 Shares of NIKE, Inc. (NYSE:NKE)

Pinnacle Wealth Management Advisory Group LLC Acquires 1,672 Shares of NIKE, Inc. (NYSE:NKE)

Pinnacle Wealth Management Advisory Group LLC increased its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 29.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Wealthspire Advisors LLC Sells 9,220 Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Wealthspire Advisors LLC Sells 9,220 Shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Wealthspire Advisors LLC cut its position in shares of Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) by 19.8% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Image for SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) Holdings Decreased by Wealthspire Advisors LLC

SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) Holdings Decreased by Wealthspire Advisors LLC

Wealthspire Advisors LLC reduced its stake in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent disclosure with... More of this article »
Image for Altshuler Shaham Ltd Cuts Stock Holdings in CF Industries Holdings, Inc. (NYSE:CF)

Altshuler Shaham Ltd Cuts Stock Holdings in CF Industries Holdings, Inc. (NYSE:CF)

Altshuler Shaham Ltd decreased its holdings in shares of CF Industries Holdings, Inc. (NYSE:CF – Free Report) by 29.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 564 shares of... More of this article »
Image for Altshuler Shaham Ltd Has $47,000 Stock Holdings in PulteGroup, Inc. (NYSE:PHM)

Altshuler Shaham Ltd Has $47,000 Stock Holdings in PulteGroup, Inc. (NYSE:PHM)

Altshuler Shaham Ltd lessened its holdings in PulteGroup, Inc. (NYSE:PHM – Free Report) by 35.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor... More of this article »