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Octavia Wealth Advisors LLC Sells 1,726 Shares of Verizon Communications Inc. (NYSE:VZ)
Octavia Wealth Advisors LLC trimmed its position in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 3.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Lion Street Advisors LLC Sells 531 Shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP)
Lion Street Advisors LLC cut its stake in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Get Rating) by 13.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Amgen Inc. (NASDAQ:AMGN) Shares Bought by Octavia Wealth Advisors LLC
Octavia Wealth Advisors LLC grew its holdings in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 10.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Stratos Wealth Advisors LLC Has $2.84 Million Stock Holdings in Kimberly-Clark Co. (NYSE:KMB)
Stratos Wealth Advisors LLC boosted its position in Kimberly-Clark Co. (NYSE:KMB – Get Rating) by 9.9% in the 4th quarter, HoldingsChannel reports. The firm owned 20,884 shares of the company’s stock after acquiring an... More of this article »
Mastercard Incorporated (NYSE:MA) Shares Sold by Delta Investment Management LLC
Delta Investment Management LLC trimmed its holdings in Mastercard Incorporated (NYSE:MA – Get Rating) by 55.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »
CFM Wealth Partners LLC Invests $314,000 in Adobe Inc. (NASDAQ:ADBE)
CFM Wealth Partners LLC acquired a new position in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) 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 »
Blossom Wealth Management Has $560,000 Position in International Business Machines Co. (NYSE:IBM)
Blossom Wealth Management grew its position in International Business Machines Co. (NYSE:IBM – Get Rating) by 11.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Stanley Laman Group Ltd. Buys Shares of 666 Adobe Inc. (NASDAQ:ADBE)
Stanley Laman Group Ltd. bought a new position in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission.... More of this article »
654 Shares in Adobe Inc. (NASDAQ:ADBE) Bought by Octavia Wealth Advisors LLC
Octavia Wealth Advisors LLC purchased a new stake in shares of Adobe Inc. (NASDAQ:ADBE – Get Rating) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The... More of this article »
Paychex, Inc. (NASDAQ:PAYX) Shares Sold by Appleton Partners Inc. MA
Appleton Partners Inc. MA trimmed its stake in shares of Paychex, Inc. (NASDAQ:PAYX – Get Rating) by 4.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
WT Wealth Management Sells 439 Shares of Mastercard Incorporated (NYSE:MA)
WT Wealth Management cut its holdings in shares of Mastercard Incorporated (NYSE:MA – Get Rating) by 7.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission... More of this article »
The Clorox Company (NYSE:CLX) Shares Sold by Lion Street Advisors LLC
Lion Street Advisors LLC decreased its holdings in shares of The Clorox Company (NYSE:CLX – Get Rating) by 34.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Procyon Advisors LLC Makes New Investment in Union Pacific Co. (NYSE:UNP)
Procyon Advisors LLC bought a new position in shares of Union Pacific Co. (NYSE:UNP – Get Rating) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm bought 1,985 shares of the railroad operator’s... More of this article »
The Coca-Cola Company (NYSE:KO) Shares Sold by Keeler THomas Management LLC
Keeler THomas Management LLC cut its stake in shares of The Coca-Cola Company (NYSE:KO – Get Rating) by 1.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 109,588... More of this article »
Strategic Investment Advisors MI Takes Position in The Williams Companies, Inc. (NYSE:WMB)
Strategic Investment Advisors MI bought a new stake in The Williams Companies, Inc. (NYSE:WMB – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Hengehold Capital Management LLC Invests $210,000 in Bank of America Co. (NYSE:BAC)
Hengehold Capital Management LLC bought a new position in Bank of America Co. (NYSE:BAC – Get Rating) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Delta Investment Management LLC Grows Stake in Pfizer Inc. (NYSE:PFE)
Delta Investment Management LLC grew its position in Pfizer Inc. (NYSE:PFE – Get Rating) by 13.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned... More of this article »
Keeler THomas Management LLC Sells 2,429 Shares of Pfizer Inc. (NYSE:PFE)
Keeler THomas Management LLC lowered its position in Pfizer Inc. (NYSE:PFE – Get Rating) by 4.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Access Financial Services Inc. Cuts Stock Position in The Coca-Cola Company (NYSE:KO)
Access Financial Services Inc. lessened its holdings in The Coca-Cola Company (NYSE:KO – Get Rating) by 3.3% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 22,346 shares... More of this article »
Blossom Wealth Management Increases Stock Holdings in Bank of America Co. (NYSE:BAC)
Blossom Wealth Management raised its stake in Bank of America Co. (NYSE:BAC) by 4.8% during the 4th quarter, HoldingsChannel reports. The firm owned 13,334 shares of the financial services provider’s stock after acquiring an... More of this article »
Stratos Wealth Advisors LLC Has $19.58 Million Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)
Stratos Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Get Rating) by 27.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
S.C. Financial Services Inc. Has $953,000 Holdings in Pfizer Inc. (NYSE:PFE)
S.C. Financial Services Inc. lifted its holdings in Pfizer Inc. (NYSE:PFE – Get Rating) by 2.9% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 18,601 shares of... More of this article »
AbbVie Inc. (NYSE:ABBV) Shares Sold by MKT Advisors LLC
MKT Advisors LLC lowered its stake in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 3.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional... More of this article »