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Cisco Systems, Inc. (NASDAQ:CSCO) Shares Acquired by Novare Capital Management LLC
Novare Capital Management LLC grew its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Embree Financial Group Reduces Holdings in Pfizer Inc. (NYSE:PFE)
Embree Financial Group lessened its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 46.7% during the 4th quarter, Holdings Channel reports. The firm owned 9,698 shares of the biopharmaceutical company’s stock after... More of this article »
Regatta Capital Group LLC Buys 64 Shares of Salesforce, Inc. (NYSE:CRM)
Regatta Capital Group LLC increased its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.0% during the 4th quarter, Holdings Channel reports. The fund owned 6,517 shares of the CRM provider’s stock... More of this article »
MKT Advisors LLC Reduces Stock Holdings in Duke Energy Co. (NYSE:DUK)
MKT Advisors LLC cut its holdings in Duke Energy Co. (NYSE:DUK – Free Report) by 5.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,295 shares of the utilities provider’s... More of this article »
Crescent Grove Advisors LLC Has $17.95 Million Stock Holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH)
Crescent Grove Advisors LLC increased its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 6.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 288,068 shares of the company’s... More of this article »
Duncan Williams Asset Management LLC Purchases 88 Shares of PepsiCo, Inc. (NASDAQ:PEP)
Duncan Williams Asset Management LLC raised its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Embree Financial Group Has $818,000 Stock Holdings in The Walt Disney Company (NYSE:DIS)
Embree Financial Group trimmed its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 44.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
Flagship Harbor Advisors LLC Cuts Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)
Flagship Harbor Advisors LLC decreased its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 9.9% during the 4th quarter, Holdings Channel reports. The firm owned 5,164 shares of the medical research company’s... More of this article »
Jamison Private Wealth Management Inc. Sells 15,187 Shares of Pfizer Inc. (NYSE:PFE)
Jamison Private Wealth Management Inc. decreased its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities &... More of this article »
Avaii Wealth Management LLC Buys Shares of 2,611 iShares Core S&P Small-Cap ETF (NYSEARCA:IJR)
Avaii Wealth Management LLC purchased a new position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 2,611 shares of the exchange... More of this article »
Juncture Wealth Strategies LLC Buys 1,330 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
Juncture Wealth Strategies LLC grew its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 149.4% during the 4th quarter, HoldingsChannel reports. The fund owned 2,220 shares of the company’s stock after... More of this article »
M3 Advisory Group LLC Reduces Stock Holdings in Amgen Inc. (NASDAQ:AMGN)
M3 Advisory Group LLC lessened its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 24.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 851... More of this article »
Rockwood Wealth Management LLC Has $359,000 Stock Holdings in iShares Russell 2000 ETF (NYSEARCA:IWM)
Rockwood Wealth Management LLC reduced its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 1,627 shares... More of this article »
Olstein Capital Management L.P. Has $7.46 Million Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)
Olstein Capital Management L.P. decreased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 21.7% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
iShares Russell 2000 ETF (NYSEARCA:IWM) Stock Position Lowered by Navis Wealth Advisors LLC
Navis Wealth Advisors LLC lessened its position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 12.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Bought by Marshall Financial Group LLC
Marshall Financial Group LLC grew its holdings in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 2.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Duncan Williams Asset Management LLC Sells 228 Shares of Accenture plc (NYSE:ACN)
Duncan Williams Asset Management LLC trimmed its position in shares of Accenture plc (NYSE:ACN – Free Report) by 6.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 3,115 shares of... More of this article »
Clarendon Private LLC Acquires Shares of 9,589 Schwab US Dividend Equity ETF (NYSEARCA:SCHD)
Clarendon Private LLC bought a new position in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission.... More of this article »
Clarendon Private LLC Takes Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)
Clarendon Private LLC purchased a new position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the fourth quarter, Holdings Channel reports. The fund purchased 6,864 shares of the company’s stock, valued... More of this article »
Requisite Capital Management LLC Acquires 500 Shares of The Coca-Cola Company (NYSE:KO)
Requisite Capital Management LLC raised its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 6.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Grimes & Company Inc. Grows Stock Position in Oracle Co. (NYSE:ORCL)
Grimes & Company Inc. boosted its position in Oracle Co. (NYSE:ORCL – Free Report) by 2.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned... More of this article »
Affiance Financial LLC Purchases 1,322 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
Affiance Financial LLC grew its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 4.6% in the fourth quarter, HoldingsChannel reports. The fund owned 30,035 shares of the exchange traded fund’s... More of this article »
iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Sold by Park Edge Advisors LLC
Park Edge Advisors LLC reduced its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 32.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »