Abbrea Capital LLC reduced its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 22.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,464 shares of the technology company’s stock after selling 6,570 shares during the quarter. Abbrea Capital LLC’s […]
Mission Wealth Management LP reduced its position in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 10.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 30,304 shares of the company’s stock after selling 3,666 shares during the quarter. […]
Anchor Capital Advisors LLC cut its position in shares of Shell plc (NYSE:SHEL – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 317,386 shares of the energy company’s stock after selling 6,637 shares during the […]
Abbrea Capital LLC cut its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 10.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 12,460 shares of the financial services provider’s stock after selling 1,470 shares during the quarter. Abbrea Capital LLC’s holdings in U.S. Bancorp were worth $545,000 at the […]
Cherry Tree Wealth Management LLC decreased its holdings in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 1.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,863 shares of the company’s stock after selling 305 shares during the period. Cherry […]
Syon Capital LLC decreased its holdings in shares of Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,130 shares of the company’s stock after selling 566 shares during the quarter. […]
PYA Waltman Capital LLC reduced its stake in Vanguard Short-Term Treasury Index ETF (NASDAQ:VGSH – Free Report) by 74.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 57,150 shares of the company’s stock after selling 169,701 shares during the […]
N.E.W. Advisory Services LLC lessened its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 2.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 684,231 shares of the company’s stock after selling 14,363 shares during the quarter. JPMorgan Ultra-Short Income ETF comprises about 4.2% of N.E.W. Advisory Services LLC’s […]
Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its position in shares of Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Free Report) by 10.0% during the 4th quarter, HoldingsChannel reports. The fund owned 268,186 shares of the company’s stock after purchasing an additional 24,479 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical […]
Abbrea Capital LLC purchased a new stake in shares of Equinix, Inc. (NASDAQ:EQIX – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 256 shares of the financial services provider’s stock, valued at approximately $206,000. Several other institutional investors also recently bought and […]
Callan Capital LLC decreased its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 7,760 shares of the company’s stock after selling 101 shares during the quarter. Callan Capital LLC’s holdings in Vanguard Mid-Cap ETF were worth $1,805,000 as of its most […]
Levin Capital Strategies L.P. lessened its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 59.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,807 shares of the company’s stock after selling 2,615 shares during the […]