Naviter Wealth LLC increased its holdings in shares of Bank of America Co. (NYSE:BAC) by 6.2% in the 4th quarter, HoldingsChannel reports. The firm owned 65,712 shares of the financial services provider’s stock after acquiring an additional 3,846 shares during the quarter. Naviter Wealth LLC’s holdings in Bank of America were worth $2,213,000 as of […]
Robertson Stephens Wealth Management LLC cut its holdings in Bank of America Co. (NYSE:BAC – Free Report) by 8.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 230,886 shares of the financial services provider’s stock after selling 21,097 shares during […]
Dohj LLC cut its position in Bank of America Co. (NYSE:BAC) by 15.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 46,372 shares of the financial services provider’s stock after selling 8,447 shares during the period. Dohj LLC’s holdings in Bank of America were worth $1,561,000 at the end of the most recent reporting […]
Northcape Wealth Management LLC lowered its stake in shares of Bank of America Co. (NYSE:BAC) by 11.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,775 shares of the financial services provider’s stock after selling 1,041 shares during the […]
Auxano Advisors LLC raised its position in shares of Bank of America Co. (NYSE:BAC) by 234.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,356 shares of the financial services provider’s stock after buying an additional 19,179 shares during the quarter. […]
Eagle Ridge Investment Management lessened its holdings in Bank of America Co. (NYSE:BAC) by 4.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 222,501 shares of the financial services provider’s stock after selling 9,253 shares during the quarter. Eagle Ridge Investment Management’s […]
Greatmark Investment Partners Inc. lowered its holdings in Bank of America Co. (NYSE:BAC) by 3.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 229,410 shares of the financial services provider’s stock after selling 9,357 shares during the quarter. Bank of America accounts for approximately 1.2% of Greatmark Investment Partners Inc.’s investment portfolio, making the […]
Private Wealth Partners LLC lessened its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 4.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 14,734 shares of the fast-food giant’s stock after selling 710 shares during the period. Private Wealth Partners LLC’s holdings in McDonald’s were worth $4,369,000 as of its […]
Larson Financial Group LLC trimmed its holdings in Parker-Hannifin Co. (NYSE:PH – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,050 shares of the industrial products company’s stock after selling 295 shares during the period. Larson Financial […]
Private Wealth Partners LLC boosted its position in Chevron Co. (NYSE:CVX – Free Report) by 21.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 193,134 shares of the oil and gas company’s stock after purchasing an additional 33,878 shares during the quarter. Chevron makes […]
Gilliland Jeter Wealth Management LLC bought a new position in Merck & Co., Inc. (NYSE:MRK – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 30,727 shares of the company’s stock, valued at approximately $3,350,000. Merck & Co., […]
Norden Group LLC lessened its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 21.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 5,640 shares of the financial services provider’s stock after selling 1,558 shares during the quarter. Norden Group LLC’s holdings in Morgan Stanley […]