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Vanguard S&P 500 ETF $VOO Holdings Boosted by Diversified Trust Co.
Diversified Trust Co. increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 7.2% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 887,525 shares of the company’s... More of this article »
Amgen Inc. $AMGN Shares Sold by Diversified Trust Co.
Diversified Trust Co. lessened its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 5.5% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 40,349 shares of the medical research company’s... More of this article »
Dynamic Advisor Solutions LLC Sells 14,245 Shares of Union Pacific Corporation $UNP
Dynamic Advisor Solutions LLC decreased its position in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 45.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Diversified Trust Co. Grows Stock Position in Oracle Corporation $ORCL
Diversified Trust Co. lifted its position in Oracle Corporation (NYSE:ORCL – Free Report) by 9.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Dynamic Advisor Solutions LLC Acquires 32,826 Shares of Vanguard S&P 500 ETF $VOO
Dynamic Advisor Solutions LLC grew its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 114.8% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and... More of this article »
Breakwater Capital Group Reduces Stake in Vanguard S&P 500 ETF $VOO
Breakwater Capital Group cut its position in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 9.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 16,084... More of this article »
Vanguard S&P 500 ETF $VOO is Charles Schwab Trust Co’s 2nd Largest Position
Charles Schwab Trust Co trimmed its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Appleton Partners Inc. MA Trims Holdings in Micron Technology, Inc. $MU
Appleton Partners Inc. MA lowered its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 10.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
AAFMAA Wealth Management & Trust LLC Grows Stock Holdings in Amazon.com, Inc. $AMZN
AAFMAA Wealth Management & Trust LLC grew its holdings in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 43.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
E. Ohman J or Asset Management AB Boosts Stock Holdings in Boston Scientific Corporation $BSX
E. Ohman J or Asset Management AB boosted its holdings in Boston Scientific Corporation (NYSE:BSX – Free Report) by 42.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Assenagon Asset Management S.A. Buys 652,750 Shares of United Parcel Service, Inc. $UPS
Assenagon Asset Management S.A. lifted its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 155.9% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned... More of this article »
Tesla, Inc. $TSLA Stake Cut by Assenagon Asset Management S.A.
Assenagon Asset Management S.A. cut its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 32.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,209,375... More of this article »
Contravisory Investment Management Inc. Has $1.12 Million Stake in Keysight Technologies Inc. $KEYS
Contravisory Investment Management Inc. grew its stake in shares of Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 89.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Congress Asset Management Co. Sells 33,997 Shares of Williams Companies, Inc. (The) $WMB
Congress Asset Management Co. decreased its holdings in Williams Companies, Inc. (The) (NYSE:WMB – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Clear Trail Advisors LLC Purchases New Stake in ConocoPhillips $COP
Clear Trail Advisors LLC acquired a new position in shares of ConocoPhillips (NYSE:COP – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission... More of this article »
CWA Asset Management Group LLC Sells 2,631 Shares of JPMorgan Chase & Co. $JPM
CWA Asset Management Group LLC decreased its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned... More of this article »
Baldwin Wealth Partners LLC MA Has $30.88 Million Position in JPMorgan Chase & Co. $JPM
Baldwin Wealth Partners LLC MA boosted its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 3.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Congress Asset Management Co. Trims Stake in Synopsys, Inc. $SNPS
Congress Asset Management Co. cut its position in Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Dell Technologies Inc. $DELL Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. lessened its stake in Dell Technologies Inc. (NYSE:DELL – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Congress Asset Management Co. Boosts Stake in Palantir Technologies Inc. $PLTR
Congress Asset Management Co. lifted its position in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 1.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Amphenol Corporation $APH Shares Sold by Congress Asset Management Co.
Congress Asset Management Co. trimmed its stake in Amphenol Corporation (NYSE:APH – Free Report) by 0.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 962,561 shares... More of this article »
Congress Asset Management Co. Sells 4,389 Shares of The Goldman Sachs Group, Inc. $GS
Congress Asset Management Co. reduced its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 256,315... More of this article »
Capital Asset Advisory Services LLC Has $5.36 Million Stock Holdings in Caterpillar Inc. $CAT
Capital Asset Advisory Services LLC reduced its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 17.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 8,600 shares... More of this article »
Clear Trail Advisors LLC Takes $3.47 Million Position in Enterprise Products Partners L.P. $EPD
Clear Trail Advisors LLC bought a new stake in Enterprise Products Partners L.P. (NYSE:EPD – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought... More of this article »
8,444 Shares in Caterpillar Inc. $CAT Purchased by Clear Trail Advisors LLC
Clear Trail Advisors LLC bought a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 8,444 shares of... More of this article »
Clear Trail Advisors LLC Acquires New Stake in The Goldman Sachs Group, Inc. $GS
Clear Trail Advisors LLC bought a new position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Congress Asset Management Co. Has $140.20 Million Stake in O’Reilly Automotive, Inc. $ORLY
Congress Asset Management Co. lowered its holdings in O’Reilly Automotive, Inc. (NASDAQ:ORLY – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Clear Trail Advisors LLC Makes New $9.08 Million Investment in Motorola Solutions, Inc. $MSI
Clear Trail Advisors LLC acquired a new stake in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The... More of this article »
Clear Trail Advisors LLC Makes New Investment in American Express Company $AXP
Clear Trail Advisors LLC acquired a new stake in American Express Company (NYSE:AXP – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 13,517... More of this article »
Clear Trail Advisors LLC Acquires New Position in CocaCola Company (The) $KO
Clear Trail Advisors LLC acquired a new stake in CocaCola Company (The) (NYSE:KO – Free Report) during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 42,154... More of this article »
Capital Asset Advisory Services LLC Has $50.86 Million Stock Position in iShares Treasury Floating Rate Bond ETF $TFLO
Capital Asset Advisory Services LLC cut its holdings in shares of iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 24.9% in the fourth quarter, according to the company in its most recent Form 13F filing... More of this article »
Clear Trail Advisors LLC Purchases New Shares in Emerson Electric Co. $EMR
Clear Trail Advisors LLC acquired a new stake in Emerson Electric Co. (NYSE:EMR – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired... More of this article »
Clear Trail Advisors LLC Takes $561,000 Position in Microchip Technology Incorporated $MCHP
Clear Trail Advisors LLC bought a new position in Microchip Technology Incorporated (NASDAQ:MCHP – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 8,802 shares... More of this article »
Chevron (NYSE:CVX) Hits New 52-Week High – Time to Buy?
Shares of Chevron Corporation (NYSE:CVX – Get Free Report) hit a new 52-week high during mid-day trading on Tuesday . The company traded as high as $205.36 and last traded at $205.1230, with a volume of 15688667 shares traded.... More of this article »
Sprouts Farmers Market (NASDAQ:SFM) COO Nicholas Konat Sells 530 Shares
Sprouts Farmers Market, Inc. (NASDAQ:SFM – Get Free Report) COO Nicholas Konat sold 530 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The stock was sold at an average price of $83.97,... More of this article »
Carderock Capital Management Inc. Sells 84,637 Shares of Chipotle Mexican Grill, Inc. $CMG
Carderock Capital Management Inc. decreased its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 93.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Zoetis Inc. $ZTS Shares Purchased by Central Bank & Trust Co.
Central Bank & Trust Co. raised its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 54.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor... More of this article »
Community Trust & Investment Co. Lowers Position in Zoetis Inc. $ZTS
Community Trust & Investment Co. trimmed its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 25.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Rep. Austin Scott Sells Off Shares of GE Vernova Inc. (NYSE:GEV)
Representative Austin Scott (Republican-Georgia) recently sold shares of GE Vernova Inc. (NYSE:GEV). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in GE Vernova stock... More of this article »
Chevron Corporation $CVX Shares Sold by Community Trust & Investment Co.
Community Trust & Investment Co. cut its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 3.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
AbbVie Inc. $ABBV is BDF Gestion’s 10th Largest Position
BDF Gestion grew its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 28.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned... More of this article »
Community Trust & Investment Co. Has $4.84 Million Position in Chipotle Mexican Grill, Inc. $CMG
Community Trust & Investment Co. lessened its stake in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 25.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Central Bank & Trust Co. Buys 7,938 Shares of iShares Core U.S. Aggregate Bond ETF $AGG
Central Bank & Trust Co. grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
GE Vernova (NYSE:GEV) Given New $960.00 Price Target at Morgan Stanley
GE Vernova (NYSE:GEV – Free Report) had its price objective increased by Morgan Stanley from $817.00 to $960.00 in a report issued on Monday morning,Benzinga reports. They currently have an overweight rating on the stock. Other... More of this article »
Aventura Private Wealth LLC Makes New $1.65 Million Investment in Alphabet Inc. $GOOGL
Aventura Private Wealth LLC bought a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission.... More of this article »
ASML Holding N.V. $ASML Shares Purchased by Diversified Trust Co.
Diversified Trust Co. raised its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 281.5% 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 »
Avanza Fonder AB Increases Position in Chubb Limited $CB
Avanza Fonder AB raised its holdings in Chubb Limited (NYSE:CB – Free Report) by 6.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 29,917... More of this article »
Avanza Fonder AB Sells 4,411 Shares of Applied Materials, Inc. $AMAT
Avanza Fonder AB cut its position in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 5.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange... More of this article »