Argonautica Private Wealth Management Inc. trimmed its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 4,273 shares of the semiconductor manufacturer’s stock after selling 122 shares during the period. […]
Anchor Capital Advisors LLC reduced its holdings in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 6.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 165,177 shares of the construction company’s stock after selling 10,579 shares during the quarter. Watsco makes up approximately 1.9% of Anchor Capital Advisors LLC’s investment portfolio, making the […]
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. […]
Resonant Capital Advisors LLC trimmed its stake in AutoZone, Inc. (NYSE:AZO – Free Report) by 17.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,308 shares of the company’s stock after selling 283 shares during the period. Resonant Capital Advisors LLC’s holdings […]
Global Wealth Management Investment Advisory Inc. boosted its stake in shares of Halliburton (NYSE:HAL – Free Report) by 4.8% in the fourth quarter, HoldingsChannel reports. The firm owned 43,669 shares of the oilfield services company’s stock after purchasing an additional 2,011 shares during the quarter. Global Wealth Management Investment Advisory Inc.’s holdings in Halliburton were […]
Brandywine Oak Private Wealth LLC trimmed its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.3% in the 4th quarter, Holdings Channel reports. The firm owned 1,865 shares of the semiconductor manufacturer’s stock after selling 84 shares during the period. Brandywine Oak Private Wealth LLC’s holdings in Broadcom were worth $2,082,000 at […]
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 […]
Abbrea Capital LLC boosted its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 3.6% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,588 shares of the business services provider’s stock after purchasing an additional 90 shares during the period. Abbrea Capital LLC’s […]
MCF Advisors LLC lifted its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 10.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,563 shares of the business services provider’s stock after acquiring an additional 343 shares during […]
Pekin Hardy Strauss Inc. cut its holdings in Sony Group Co. (NYSE:SONY – Free Report) by 5.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 78,894 shares of the company’s stock after selling 4,666 shares during the quarter. Sony Group makes up about 1.0% of Pekin Hardy Strauss Inc.’s investment portfolio, making […]
Birchcreek Wealth Management LLC lessened its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 8.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,851 shares of the home improvement retailer’s stock after selling 179 shares during the quarter. Birchcreek Wealth Management LLC’s holdings in Home Depot were worth $641,000 […]
Meritage Portfolio Management grew its stake in shares of Alpha Metallurgical Resources, Inc. (NYSE:AMR – Free Report) by 5.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,825 shares of the energy company’s stock after acquiring an additional 101 […]