Institute for Wealth Management LLC. lifted its position in shares of General Electric (NYSE:GE – Free Report) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,332 shares of the conglomerate’s stock after purchasing an additional 182 shares during the period. Institute for […]
Octavia Wealth Advisors LLC raised its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 6,829 shares of the company’s stock after buying an additional 184 shares during the period. Octavia Wealth Advisors LLC’s holdings in Merck & Co., Inc. were […]
Institute for Wealth Management LLC. raised its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 8.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 46,419 shares of the entertainment giant’s stock after purchasing an additional 3,771 shares during the quarter. […]
First National Bank Sioux Falls lessened its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 7.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 3,404 shares of the pharmacy operator’s stock after selling 275 shares during the period. First National Bank Sioux Falls’ holdings in CVS Health were worth […]
Wright Investors Service Inc. lessened its holdings in CVS Health Co. (NYSE:CVS – Free Report) by 4.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 43,317 shares of the pharmacy operator’s stock after selling 1,925 shares during the period. Wright Investors Service […]
Syon Capital LLC increased its holdings in shares of Stryker Co. (NYSE:SYK – Free Report) by 13.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,707 shares of the medical technology company’s stock after acquiring an additional 684 shares during the quarter. […]
Institute for Wealth Management LLC. decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,082 shares of the industrial products company’s stock after selling 55 shares during the quarter. […]
Chapman Investment Management LLC lifted its holdings in shares of American Express (NYSE:AXP) by 2.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 22,334 shares of the payment services company’s stock after purchasing an additional 599 shares during the period. American Express accounts for about 3.2% of […]
Institute for Wealth Management LLC. decreased its holdings in Deere & Company (NYSE:DE – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,691 shares of the industrial products company’s stock after selling 40 shares during the […]
Avior Wealth Management LLC reduced its stake in Chevron Co. (NYSE:CVX – Free Report) by 9.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,798 shares of the oil and gas company’s stock after selling 2,104 shares during the quarter. […]
Argonautica Private Wealth Management Inc. lowered its stake in Oracle Co. (NYSE:ORCL – Free Report) by 0.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,830 shares of the enterprise software provider’s stock after selling 252 shares during the quarter. Oracle makes […]
Stevens Capital Management LP acquired a new stake in shares of The Progressive Co. (NYSE:PGR – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,705 shares of the insurance provider’s stock, valued at approximately $749,000. Several […]