• Epic Trust Investment Advisors LLC Raises Holdings in Thermo Fisher Scientific Inc. (NYSE:TMO)

    Epic Trust Investment Advisors LLC lifted its position in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 31.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 928 shares of the medical research company’s stock after acquiring an additional 223 shares during the period. Epic […]

  • Constellation Brands, Inc. (NYSE:STZ) Shares Sold by Spinnaker Trust

    Spinnaker Trust lowered its holdings in Constellation Brands, Inc. (NYSE:STZ – Free Report) by 4.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,541 shares of the company’s stock after selling 75 shares during the quarter. Spinnaker Trust’s holdings in Constellation Brands were worth […]

  • Auxano Advisors LLC Makes New Investment in Ashland Inc. (NYSE:ASH)

    Auxano Advisors LLC purchased a new position in shares of Ashland Inc. (NYSE:ASH – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 9,707 shares of the basic materials company’s stock, valued at approximately $818,000. Other institutional investors have also recently made changes to their positions […]

  • Anchor Capital Advisors LLC Trims Position in AbbVie Inc. (NYSE:ABBV)

    Anchor Capital Advisors LLC decreased its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 107,216 shares of the company’s stock after selling 1,673 shares during the quarter. Anchor Capital Advisors LLC’s holdings […]

  • Addison Advisors LLC Increases Stock Position in Merck & Co., Inc. (NYSE:MRK)

    Addison Advisors LLC increased its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 21.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,915 shares of the company’s stock after buying an additional 1,047 shares during the period. Addison […]

  • UnitedHealth Group Incorporated (NYSE:UNH) Stock Position Raised by MCF Advisors LLC

    MCF Advisors LLC lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 2,582 shares of the healthcare conglomerate’s stock after acquiring an additional 55 shares during the quarter. MCF Advisors LLC’s holdings in UnitedHealth Group were worth $1,359,000 at the […]

  • Great Valley Advisor Group Inc. Raises Position in Exxon Mobil Co. (NYSE:XOM)

    Great Valley Advisor Group Inc. boosted its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 20.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 57,128 shares of the oil and gas company’s stock after buying an additional 9,754 shares during the quarter. Great Valley Advisor Group Inc.’s holdings in Exxon Mobil […]

  • ICW Investment Advisors LLC Buys 55 Shares of The Home Depot, Inc. (NYSE:HD)

    ICW Investment Advisors LLC grew its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,361 shares of the home improvement retailer’s stock after purchasing an additional 55 shares during the […]

  • Thermo Fisher Scientific Inc. (NYSE:TMO) Position Lowered by Anchor Capital Advisors LLC

    Anchor Capital Advisors LLC lowered its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4.9% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 34,167 shares of the medical research company’s stock after selling 1,762 shares during the quarter. […]

  • Schwarz Dygos Wheeler Investment Advisors LLC Takes Position in Chevron Co. (NYSE:CVX)

    Schwarz Dygos Wheeler Investment Advisors LLC bought a new stake in Chevron Co. (NYSE:CVX – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,358 shares of the oil and gas company’s stock, valued at approximately $203,000. Other large investors […]

  • Anchor Capital Advisors LLC Raises Stock Position in National Storage Affiliates Trust (NYSE:NSA)

    Anchor Capital Advisors LLC raised its stake in shares of National Storage Affiliates Trust (NYSE:NSA – Free Report) by 6.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,020,629 shares of the real estate investment trust’s stock after purchasing an […]

  • Delta Investment Management LLC Cuts Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

    Delta Investment Management LLC trimmed its position in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 15.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,934 shares of the medical research company’s stock after selling 551 shares during the period. Delta Investment […]