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Summit Asset Management LLC Sells 393 Shares of Merck & Co., Inc. (NYSE:MRK)
Summit Asset Management LLC lessened its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 6.7% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Doheny Asset Management CA Sells 1,050 Shares of American Express (NYSE:AXP)
Doheny Asset Management CA lessened its stake in American Express (NYSE:AXP) by 9.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 10,035 shares of the payment services... More of this article »
SRS Capital Advisors Inc. Buys 242 Shares of UnitedHealth Group Incorporated (NYSE:UNH)
SRS Capital Advisors Inc. lifted its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 12.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Benjamin F. Edwards & Company Inc. Increases Stock Position in BlackRock, Inc. (NYSE:BLK)
Benjamin F. Edwards & Company Inc. boosted its stake in BlackRock, Inc. (NYSE:BLK – Free Report) by 773.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
3M (NYSE:MMM) Issues Earnings Results
3M (NYSE:MMM – Get Free Report) posted its quarterly earnings data on Tuesday. The conglomerate reported $2.39 earnings per share for the quarter, beating the consensus estimate of $2.10 by $0.29, Yahoo Finance reports. The business... More of this article »
3M (NYSE:MMM) Posts Earnings Results, Beats Estimates By $0.29 EPS
3M (NYSE:MMM – Get Free Report) issued its quarterly earnings results on Tuesday. The conglomerate reported $2.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.10 by $0.29, Yahoo... More of this article »
Mechanics Financial Corp Takes Position in Meta Platforms, Inc. (NASDAQ:META)
Mechanics Financial Corp acquired a new position in Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The... More of this article »
Mechanics Financial Corp Purchases Shares of 2,310 Walmart Inc. (NYSE:WMT)
Mechanics Financial Corp acquired a new position in Walmart Inc. (NYSE:WMT – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired... More of this article »
Mechanics Financial Corp Has $892,000 Stake in Caterpillar Inc. (NYSE:CAT)
Mechanics Financial Corp raised its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.6% 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 »
Commonwealth Equity Services LLC Buys 87,225 Shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG)
Commonwealth Equity Services LLC increased its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 3.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Coulter & Justus Financial Services LLC Buys Shares of 13,751 Pfizer Inc. (NYSE:PFE)
Coulter & Justus Financial Services LLC bought a new stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm... More of this article »
12,515 Shares in Vanguard Total Stock Market ETF (NYSEARCA:VTI) Acquired by Bare Financial Services Inc
Bare Financial Services Inc bought a new position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Los Angeles Capital Management LLC Acquires 636,408 Shares of NIKE, Inc. (NYSE:NKE)
Los Angeles Capital Management LLC boosted its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 147.6% in the fourth quarter, Holdings Channel reports. The institutional investor owned 1,067,609 shares of the footwear... More of this article »
West Family Investments Inc. Has $281,000 Stock Holdings in General Electric (NYSE:GE)
West Family Investments Inc. grew its holdings in shares of General Electric (NYSE:GE – Free Report) by 13.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
General Electric (NYSE:GE) Shares Bought by Intelligence Driven Advisers LLC
Intelligence Driven Advisers LLC boosted its position in shares of General Electric (NYSE:GE – Free Report) by 12.4% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 3,056 shares of the conglomerate’s... More of this article »
SRS Capital Advisors Inc. Sells 1,802 Shares of Tesla, Inc. (NASDAQ:TSLA)
SRS Capital Advisors Inc. lowered its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 26.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Swiss National Bank Sells 99,300 Shares of General Electric (NYSE:GE)
Swiss National Bank trimmed its stake in shares of General Electric (NYSE:GE – Free Report) by 2.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 3,403,362 shares of the... More of this article »
Westover Capital Advisors LLC Boosts Stake in Merck & Co., Inc. (NYSE:MRK)
Westover Capital Advisors LLC raised its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 9.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
SouthState Corp Has $5.75 Million Stake in NextEra Energy, Inc. (NYSE:NEE)
SouthState Corp increased its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 51.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned... More of this article »
Bank of America Co. (NYSE:BAC) Shares Sold by Amalgamated Bank
Amalgamated Bank lessened its holdings in Bank of America Co. (NYSE:BAC) by 4.9% during the 4th quarter, Holdings Channel reports. The firm owned 1,670,858 shares of the financial services provider’s stock after selling 86,908... More of this article »
SouthState Corp Sells 599 Shares of Mastercard Incorporated (NYSE:MA)
SouthState Corp reduced its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.0% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 58,441 shares... More of this article »
Summit Global Investments Boosts Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)
Summit Global Investments boosted its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 5.2% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 28,492 shares of the wireless technology... More of this article »
Summit Global Investments Has $4.36 Million Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)
Summit Global Investments lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 67.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Michael Xie Sells 24,710 Shares of Fortinet, Inc. (NASDAQ:FTNT) Stock
Fortinet, Inc. (NASDAQ:FTNT – Get Free Report) VP Michael Xie sold 24,710 shares of the company’s stock in a transaction dated Thursday, May 2nd. The shares were sold at an average price of $64.48, for a total transaction... More of this article »
West Family Investments Inc. Purchases 104 Shares of Meta Platforms, Inc. (NASDAQ:META)
West Family Investments Inc. increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 2.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Ashburton Jersey Ltd Purchases 1,558 Shares of The TJX Companies, Inc. (NYSE:TJX)
Ashburton Jersey Ltd increased its stake in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 6.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Visa Inc. (NYSE:V) Shares Purchased by Mechanics Financial Corp
Mechanics Financial Corp raised its stake in Visa Inc. (NYSE:V – Free Report) by 1.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,760... More of this article »
First Horizon Advisors Inc. Sells 14,528 Shares of Verizon Communications Inc. (NYSE:VZ)
First Horizon Advisors Inc. lessened its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Weaver C. Barksdale & Associates Inc. Cuts Stock Holdings in Gilead Sciences, Inc. (NASDAQ:GILD)
Weaver C. Barksdale & Associates Inc. reduced its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 20.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Acquired by Benjamin Edwards Inc.
Benjamin Edwards Inc. raised its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 1.9% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Commonwealth Equity Services LLC Has $123.72 Million Stake in The Boeing Company (NYSE:BA)
Commonwealth Equity Services LLC trimmed its position in The Boeing Company (NYSE:BA – Free Report) by 7.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
Commonwealth Equity Services LLC Purchases 104,978 Shares of Chevron Co. (NYSE:CVX)
Commonwealth Equity Services LLC raised its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 8.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Commonwealth Equity Services LLC Sells 8,773 Shares of The Home Depot, Inc. (NYSE:HD)
Commonwealth Equity Services LLC reduced its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 1.3% in the 4th quarter, HoldingsChannel reports. The firm owned 681,474 shares of the home improvement retailer’s... More of this article »
Bare Financial Services Inc Invests $26,000 in The Home Depot, Inc. (NYSE:HD)
Bare Financial Services Inc purchased a new position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Acquired by Los Angeles Capital Management LLC
Los Angeles Capital Management LLC boosted its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 106.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 372,316 shares of the home improvement retailer’s... More of this article »
Bare Financial Services Inc Takes $6.77 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Bare Financial Services Inc purchased a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange... More of this article »
Intuit Inc. (NASDAQ:INTU) Shares Bought by Natixis Advisors L.P.
Natixis Advisors L.P. grew its holdings in Intuit Inc. (NASDAQ:INTU – Free Report) by 3.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 298,939... More of this article »
The Boeing Company (NYSE:BA) Shares Bought by Benjamin Edwards Inc.
Benjamin Edwards Inc. boosted its position in The Boeing Company (NYSE:BA – Free Report) by 89.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »
Bordeaux Wealth Advisors LLC Has $21.62 Million Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Bordeaux Wealth Advisors LLC raised its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Swiss National Bank Trims Stock Position in NIKE, Inc. (NYSE:NKE)
Swiss National Bank decreased its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 3.4% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,827,500... More of this article »
The Walt Disney Company (NYSE:DIS) Shares Sold by Amalgamated Bank
Amalgamated Bank reduced its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 4.5% during the 4th quarter, HoldingsChannel reports. The fund owned 443,712 shares of the entertainment giant’s stock... More of this article »
Doheny Asset Management CA Buys Shares of 1,000 Honeywell International Inc. (NASDAQ:HON)
Doheny Asset Management CA acquired a new stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
SouthState Corp Lowers Holdings in Elevance Health, Inc. (NYSE:ELV)
SouthState Corp lessened its stake in shares of Elevance Health, Inc. (NYSE:ELV – Free Report) by 1.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Stryker Co. (NYSE:SYK) Shares Purchased by Running Oak Capital LLC
Running Oak Capital LLC boosted its holdings in Stryker Co. (NYSE:SYK – Free Report) by 16.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund... More of this article »
Oracle Co. (NYSE:ORCL) Shares Bought by SouthState Corp
SouthState Corp raised its stake in Oracle Co. (NYSE:ORCL – Free Report) by 5.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 140,037 shares... More of this article »
Montis Financial LLC Buys New Holdings in General Dynamics Co. (NYSE:GD)
Montis Financial LLC acquired a new stake in shares of General Dynamics Co. (NYSE:GD – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The firm acquired 1,075 shares of the aerospace... More of this article »
721 Shares in McDonald’s Co. (NYSE:MCD) Bought by Montis Financial LLC
Montis Financial LLC acquired a new position in shares of McDonald’s Co. (NYSE:MCD – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Carson Advisory Inc. Lowers Holdings in Merck & Co., Inc. (NYSE:MRK)
Carson Advisory Inc. decreased its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 5.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »