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. […]
Everence Capital Management Inc. reduced its stake in McKesson Co. (NYSE:MCK – Free Report) by 9.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,134 shares of the company’s stock after selling 830 shares during the period. Everence Capital Management […]
Arista Wealth Management LLC acquired a new stake in shares of The Boeing Company (NYSE:BA – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 992 shares of the aircraft producer’s stock, valued at approximately $259,000. Other institutional investors and hedge funds […]
Quantum Private Wealth LLC raised its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 7.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,771 shares of the oil and gas company’s stock after acquiring an additional 250 shares during the […]
Institute for Wealth Management LLC. cut its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,428 shares of the semiconductor company’s stock after selling 53 shares during the period. Institute for Wealth […]
Cutter & CO Brokerage Inc. increased its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 473.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 104,331 shares of the biopharmaceutical company’s stock after purchasing an additional 86,137 shares during the […]
Resonant Capital Advisors LLC decreased its position in The Progressive Co. (NYSE:PGR – Free Report) by 3.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 24,881 shares of the insurance provider’s stock after selling 910 shares during the period. Resonant Capital Advisors LLC’s holdings in Progressive […]
Simplicity Solutions LLC lowered its holdings in Bank of America Co. (NYSE:BAC) by 6.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 138,501 shares of the financial services provider’s stock after selling 9,652 shares during the quarter. Simplicity Solutions LLC’s holdings […]
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. […]
Carnegie Capital Asset Management LLC increased its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 0.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 174,060 shares of the company’s stock after acquiring an additional 1,527 shares during the period. Zoetis comprises […]
Simplicity Solutions LLC boosted its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 7.7% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 38,885 shares of the technology company’s stock after buying an additional 2,775 shares during the period. Simplicity Solutions LLC’s […]
Carnegie Capital Asset Management LLC cut its position in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 0.0% in the fourth quarter, HoldingsChannel reports. The firm owned 190,404 shares of the industrial products company’s stock after selling 55 shares during the period. Eaton comprises about 1.6% of Carnegie Capital Asset Management LLC’s investment […]