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TCI Wealth Advisors Inc. Lowers Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
TCI Wealth Advisors Inc. trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
The Home Depot, Inc. (NYSE:HD) Shares Sold by Spire Wealth Management
Spire Wealth Management lessened its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 23.2% in the 4th quarter, HoldingsChannel reports. The firm owned 35,051 shares of the home improvement retailer’s... More of this article »
TCI Wealth Advisors Inc. Grows Holdings in Visa Inc. (NYSE:V)
TCI Wealth Advisors Inc. grew its stake in shares of Visa Inc. (NYSE:V – Free Report) by 0.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,107 shares... More of this article »
Spire Wealth Management Has $11.75 Million Holdings in Exxon Mobil Co. (NYSE:XOM)
Spire Wealth Management raised its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Valley Brook Capital Group Inc. Reduces Stock Holdings in The Procter & Gamble Company (NYSE:PG)
Valley Brook Capital Group Inc. cut its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 3.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
McDonald’s Co. (NYSE:MCD) Stake Boosted by Valley Brook Capital Group Inc.
Valley Brook Capital Group Inc. increased its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and... More of this article »
Gallacher Capital Management LLC Purchases Shares of 58,186 AT&T Inc. (NYSE:T)
Gallacher Capital Management LLC purchased a new stake in AT&T Inc. (NYSE:T – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 58,186 shares... More of this article »
Honeywell International Inc. (NASDAQ:HON) Shares Sold by Clifford Swan Investment Counsel LLC
Clifford Swan Investment Counsel LLC lessened its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 0.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned... More of this article »
Metis Global Partners LLC Sells 477 Shares of BlackRock, Inc. (NYSE:BLK)
Metis Global Partners LLC lowered its holdings in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 6.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Clifford Swan Investment Counsel LLC Acquires 335 Shares of NIKE, Inc. (NYSE:NKE)
Clifford Swan Investment Counsel LLC increased its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 0.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The... More of this article »
Clifford Swan Investment Counsel LLC Has $15.38 Million Position in The Walt Disney Company (NYSE:DIS)
Clifford Swan Investment Counsel LLC reduced its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 3.6% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned... More of this article »
Clifford Swan Investment Counsel LLC Sells 14,923 Shares of Bristol-Myers Squibb (NYSE:BMY)
Clifford Swan Investment Counsel LLC lessened its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 3.4% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The... More of this article »
Metis Global Partners LLC Has $8.56 Million Holdings in Abbott Laboratories (NYSE:ABT)
Metis Global Partners LLC lifted its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 6.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 77,781 shares of the healthcare product... More of this article »
Clifford Swan Investment Counsel LLC Purchases 541 Shares of Lowe’s Companies, Inc. (NYSE:LOW)
Clifford Swan Investment Counsel LLC lifted its position in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.3% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional... More of this article »
Spire Wealth Management Sells 16,087 Shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Spire Wealth Management lessened its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 12.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange... More of this article »
AbbVie Inc. (NYSE:ABBV) Shares Purchased by Metis Global Partners LLC
Metis Global Partners LLC increased its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 15.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Metis Global Partners LLC Raises Holdings in Mastercard Incorporated (NYSE:MA)
Metis Global Partners LLC raised its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 14.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The... More of this article »
Meta Platforms, Inc. (NASDAQ:META) Shares Bought by Metis Global Partners LLC
Metis Global Partners LLC grew its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 14.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Clifford Swan Investment Counsel LLC Has $10.73 Million Stock Position in Philip Morris International Inc. (NYSE:PM)
Clifford Swan Investment Counsel LLC cut its position in Philip Morris International Inc. (NYSE:PM – Free Report) by 0.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
iShares S&P 500 Growth ETF (NYSEARCA:IVW) Shares Acquired by Spire Wealth Management
Spire Wealth Management lifted its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 8.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor... More of this article »
Clifford Swan Investment Counsel LLC Reduces Stock Holdings in DuPont de Nemours, Inc. (NYSE:DD)
Clifford Swan Investment Counsel LLC lowered its holdings in shares of DuPont de Nemours, Inc. (NYSE:DD – Free Report) by 0.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Clifford Swan Investment Counsel LLC Has $27.01 Million Stock Position in Stryker Co. (NYSE:SYK)
Clifford Swan Investment Counsel LLC lessened its stake in Stryker Co. (NYSE:SYK – Free Report) by 1.2% in the 4th quarter, Holdings Channel reports. The institutional investor owned 90,203 shares of the medical technology... More of this article »
Clifford Swan Investment Counsel LLC Decreases Stock Position in PayPal Holdings, Inc. (NASDAQ:PYPL)
Clifford Swan Investment Counsel LLC decreased its holdings in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 3.5% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned... More of this article »
Clifford Swan Investment Counsel LLC Has $14.63 Million Stock Holdings in Albemarle Co. (NYSE:ALB)
Clifford Swan Investment Counsel LLC boosted its stake in Albemarle Co. (NYSE:ALB – Free Report) by 0.3% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 101,258 shares... More of this article »
Clifford Swan Investment Counsel LLC Cuts Holdings in Hewlett Packard Enterprise (NYSE:HPE)
Clifford Swan Investment Counsel LLC reduced its position in Hewlett Packard Enterprise (NYSE:HPE – Free Report) by 1.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Clifford Swan Investment Counsel LLC Cuts Stock Position in The Procter & Gamble Company (NYSE:PG)
Clifford Swan Investment Counsel LLC trimmed its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Metis Global Partners LLC Has $5.34 Million Holdings in ConocoPhillips (NYSE:COP)
Metis Global Partners LLC decreased its stake in ConocoPhillips (NYSE:COP – Free Report) by 6.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Clifford Swan Investment Counsel LLC Reduces Stake in QUALCOMM Incorporated (NASDAQ:QCOM)
Clifford Swan Investment Counsel LLC lowered its position in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 0.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Bristol-Myers Squibb (NYSE:BMY) Shares Purchased by Metis Global Partners LLC
Metis Global Partners LLC lifted its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 17.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).... More of this article »
Metis Global Partners LLC Has $9.34 Million Holdings in The Walt Disney Company (NYSE:DIS)
Metis Global Partners LLC lifted its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 16.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Metis Global Partners LLC Acquires 6,312 Shares of Royal Bank of Canada (NYSE:RY)
Metis Global Partners LLC raised its position in shares of Royal Bank of Canada (NYSE:RY – Free Report) (TSE:RY) by 10.2% in the fourth quarter, HoldingsChannel reports. The firm owned 68,370 shares of the financial services... More of this article »
NextEra Energy, Inc. (NYSE:NEE) Shares Purchased by Metis Global Partners LLC
Metis Global Partners LLC grew its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 18.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Lockheed Martin Co. (NYSE:LMT) Stock Holdings Lessened by AllGen Financial Advisors Inc.
AllGen Financial Advisors Inc. cut its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 9.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 476 shares of the aerospace company’s stock... More of this article »
Metis Global Partners LLC Purchases 20,274 Shares of Wells Fargo & Company (NYSE:WFC)
Metis Global Partners LLC grew its holdings in Wells Fargo & Company (NYSE:WFC) by 14.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 161,243 shares of... More of this article »
Clifford Swan Investment Counsel LLC Reduces Stock Holdings in Accenture plc (NYSE:ACN)
Clifford Swan Investment Counsel LLC decreased its position in Accenture plc (NYSE:ACN – Free Report) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 176,052 shares... More of this article »
W.H. Cornerstone Investments Inc. Sells 1,289 Shares of Merck & Co., Inc. (NYSE:MRK)
W.H. Cornerstone Investments Inc. decreased its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 39.6% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »
Motorola Solutions (NYSE:MSI) Updates FY24 Earnings Guidance
Motorola Solutions (NYSE:MSI – Get Free Report) updated its FY24 earnings guidance on Thursday. The company provided earnings per share guidance of $12.98-13.08 for the period, compared to the consensus earnings per share estimate... More of this article »
Digital Realty Trust (NYSE:DLR) Updates FY24 Earnings Guidance
Digital Realty Trust (NYSE:DLR – Get Free Report) issued an update on its FY24 earnings guidance on Thursday morning. The company provided EPS guidance of $6.60-6.75 for the period, compared to the consensus EPS estimate of $6.66.... More of this article »
Kaspa (KAS) Hits 1-Day Volume of $24.49 Million
Kaspa (KAS) traded down 0.3% against the U.S. dollar during the one day period ending at 0:00 AM ET on May 5th. Over the last seven days, Kaspa has traded down 7.7% against the U.S. dollar. One Kaspa coin can now be purchased for approximately... More of this article »
TCI Wealth Advisors Inc. Trims Stock Holdings in Caterpillar Inc. (NYSE:CAT)
TCI Wealth Advisors Inc. reduced its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 15,187... More of this article »
iShares MSCI USA Quality Factor ETF (BATS:QUAL) Stock Position Lifted by Spire Wealth Management
Spire Wealth Management lifted its stake in shares of iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 4.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC) Shares Purchased by Spire Wealth Management
Spire Wealth Management grew its holdings in shares of Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 21.9% during the 4th quarter, according to its most recent 13F filing with the Securities... More of this article »
Spire Wealth Management Sells 5,999 Shares of iShares MSCI EAFE Value ETF (BATS:EFV)
Spire Wealth Management reduced its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 3.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Spire Wealth Management Reduces Stock Holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF)
Spire Wealth Management lowered its stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund... More of this article »
Spire Wealth Management Has $10.85 Million Stake in iShares U.S. Technology ETF (NYSEARCA:IYW)
Spire Wealth Management raised its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 2.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 84,710 shares of the exchange traded... More of this article »
Spire Wealth Management Has $16.66 Million Holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG)
Spire Wealth Management raised its stake in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 5.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Spire Wealth Management Reduces Stock Holdings in iShares Core MSCI EAFE ETF (BATS:IEFA)
Spire Wealth Management lowered its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.5% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Spire Wealth Management Has $22.31 Million Stake in Visa Inc. (NYSE:V)
Spire Wealth Management grew its holdings in Visa Inc. (NYSE:V – Free Report) by 3.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 82,369 shares of the credit-card processor’s stock after acquiring... More of this article »