U.S. Capital Wealth Advisors LLC lifted its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 41.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,761 shares of the aircraft producer’s stock after purchasing an additional 4,622 shares during the period. […]
One Charles Private Wealth Services LLC bought a new position in The Boeing Company (NYSE:BA – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The fund bought 788 shares of the aircraft producer’s stock, valued at approximately $205,000. A number of other institutional investors and hedge funds […]
Provence Wealth Management Group raised its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 18.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 5,475 shares of the company’s stock after purchasing an additional 853 shares during the quarter. Provence Wealth Management Group’s holdings in Procter & Gamble […]
Provence Wealth Management Group boosted its stake in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 6.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,088 shares of the apparel and home fashions retailer’s stock after acquiring an additional 260 shares during the […]
ARS Wealth Advisors Group LLC raised its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 0.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,120 shares of the company’s stock after purchasing an additional 95 […]
Axxcess Wealth Management LLC raised its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 30.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,396 shares of the energy producer’s stock after purchasing an additional 7,492 shares during the period. […]
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 […]
Motley Fool Wealth Management LLC lowered its holdings in Novo Nordisk A/S (NYSE:NVO – Free Report) by 1.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 192,468 shares of the company’s stock after selling 2,372 shares during the period. Novo […]
Robertson Stephens Wealth Management LLC lifted its position in shares of Citigroup Inc. (NYSE:C – Free Report) by 57.9% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 29,319 shares of the company’s stock after buying an additional 10,753 shares during the quarter. Robertson Stephens Wealth Management […]
Heritage Wealth Management LLC bought a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 14,580 shares of the company’s stock, valued at approximately $6,964,000. iShares Core S&P 500 ETF makes up 3.8% of Heritage Wealth […]
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lessened its stake in shares of Visa Inc. (NYSE:V – Free Report) by 1.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 27,632 shares of the credit-card processor’s stock after selling 342 shares during the […]
Baxter Bros Inc. boosted its stake in The Boeing Company (NYSE:BA – Free Report) by 68.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,776 shares of the aircraft producer’s stock after buying an additional 1,530 shares during the period. Baxter […]