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Convergence Investment Partners LLC Trims Stake in Pfizer Inc. (NYSE:PFE)
Convergence Investment Partners LLC lowered its holdings in Pfizer Inc. (NYSE:PFE) by 13.1% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 49,330 shares...
IFP Advisors Inc Lowers Stock Holdings in Pfizer Inc. (NYSE:PFE)
IFP Advisors Inc trimmed its holdings in shares of Pfizer Inc. (NYSE:PFE) by 47.8% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 68,896 shares of the biopharmaceutical company’s stock...
Exane Derivatives Raises Stock Position in Pfizer Inc. (NYSE:PFE)
Exane Derivatives lifted its stake in shares of Pfizer Inc. (NYSE:PFE) by 49.1% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 42,910 shares of the biopharmaceutical...
ICICI Prudential Asset Management Co Ltd Increases Stock Position in Pfizer Inc. (NYSE:PFE)
ICICI Prudential Asset Management Co Ltd raised its holdings in shares of Pfizer Inc. (NYSE:PFE) by 25.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund...
Caterpillar Inc. (NYSE:CAT) Shares Sold by D. Scott Neal Inc.
D. Scott Neal Inc. lessened its stake in shares of Caterpillar Inc. (NYSE:CAT) by 6.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,514 shares...
Sigma Investment Counselors Inc. Has $6.17 Million Position in Caterpillar Inc. (NYSE:CAT)
Sigma Investment Counselors Inc. lowered its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 2.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission...
McKinley Carter Wealth Services Inc. Purchases 11,038 Shares of AT&T Inc. (NYSE:T)
McKinley Carter Wealth Services Inc. boosted its position in AT&T Inc. (NYSE:T) by 16.7% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned...
Thoroughbred Financial Services LLC Buys 1,374 Shares of Costco Wholesale Co. (NASDAQ:COST)
Thoroughbred Financial Services LLC increased its holdings in Costco Wholesale Co. (NASDAQ:COST) by 48.3% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission....
Wealthstreet Investment Advisors LLC Decreases Stake in NVIDIA Co. (NASDAQ:NVDA)
Wealthstreet Investment Advisors LLC lessened its holdings in shares of NVIDIA Co. (NASDAQ:NVDA) by 5.0% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 42,690 shares of the computer hardware...
Convergence Investment Partners LLC Has $4.25 Million Position in AT&T Inc. (NYSE:T)
Convergence Investment Partners LLC lifted its holdings in AT&T Inc. (NYSE:T) by 9.3% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 140,260 shares...
Violich Capital Management Inc. Sells 2,900 Shares of Costco Wholesale Co. (NASDAQ:COST)
Violich Capital Management Inc. lowered its stake in Costco Wholesale Co. (NASDAQ:COST) by 3.9% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm...
MUFG Americas Holdings Corp Acquires 23,140 Shares of AT&T Inc. (NYSE:T)
MUFG Americas Holdings Corp raised its position in shares of AT&T Inc. (NYSE:T) by 4.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 504,040...
Caterpillar Inc. (NYSE:CAT) Shares Sold by Convergence Investment Partners LLC
Convergence Investment Partners LLC cut its holdings in shares of Caterpillar Inc. (NYSE:CAT) by 11.8% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,332 shares...
D. Scott Neal Inc. Cuts Stock Holdings in Caterpillar Inc. (NYSE:CAT)
D. Scott Neal Inc. trimmed its stake in shares of Caterpillar Inc. (NYSE:CAT) by 6.2% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 7,514 shares of the industrial products...
McDonald’s Co. (NYSE:MCD) Shares Sold by Thoroughbred Financial Services LLC
Thoroughbred Financial Services LLC reduced its position in McDonald’s Co. (NYSE:MCD) by 57.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The...
Merck & Co., Inc. (NYSE:MRK) Shares Purchased by MUFG Americas Holdings Corp
MUFG Americas Holdings Corp boosted its holdings in Merck & Co., Inc. (NYSE:MRK) by 10.2% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned...
AbbVie Inc. (NYSE:ABBV) Shares Sold by WESPAC Advisors SoCal LLC
WESPAC Advisors SoCal LLC cut its stake in AbbVie Inc. (NYSE:ABBV) by 12.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 84,197 shares of the company’s...
Thoroughbred Financial Services LLC Has $1.62 Million Stock Holdings in The Coca-Cola Company (NYSE:KO)
Thoroughbred Financial Services LLC increased its position in shares of The Coca-Cola Company (NYSE:KO) by 133.4% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional...
The Home Depot, Inc. (NYSE:HD) Shares Sold by Convergence Investment Partners LLC
Convergence Investment Partners LLC cut its stake in The Home Depot, Inc. (NYSE:HD) by 3.3% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,089 shares...
McDonald’s Co. (NYSE:MCD) Stake Boosted by McKinley Carter Wealth Services Inc.
McKinley Carter Wealth Services Inc. grew its stake in shares of McDonald’s Co. (NYSE:MCD) by 9.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The...
McDonald’s Co. (NYSE:MCD) Stock Holdings Increased by MUFG Americas Holdings Corp
MUFG Americas Holdings Corp raised its holdings in shares of McDonald’s Co. (NYSE:MCD) by 2.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional...
Thoroughbred Financial Services LLC Sells 4,412 Shares of The Home Depot, Inc. (NYSE:HD)
Thoroughbred Financial Services LLC lowered its stake in The Home Depot, Inc. (NYSE:HD) by 23.3% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 14,560 shares of the home improvement...
CWM Advisors LLC Raises Stock Position in NVIDIA Co. (NASDAQ:NVDA)
CWM Advisors LLC lifted its holdings in shares of NVIDIA Co. (NASDAQ:NVDA) by 52.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 38,534...