• Adell Harriman & Carpenter Inc. Lowers Holdings in Morgan Stanley (NYSE:MS)

    Adell Harriman & Carpenter Inc. lessened its stake in Morgan Stanley (NYSE:MS – Free Report) by 6.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 41,532 shares of the financial services provider’s stock after selling 2,675 shares during the […]

  • Cross Staff Investments Inc Reduces Stock Position in AT&T Inc. (NYSE:T)

    Cross Staff Investments Inc reduced its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 4.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 15,533 shares of the technology company’s stock after selling 680 shares during the period. Cross Staff […]

  • Morgan Stanley (NYSE:MS) Shares Sold by Norden Group LLC

    Norden Group LLC lessened its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 21.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 5,640 shares of the financial services provider’s stock after selling 1,558 shares during the quarter. Norden Group LLC’s holdings in Morgan Stanley […]

  • Russell Investments Group Ltd. Decreases Holdings in Morgan Stanley (NYSE:MS)

    Russell Investments Group Ltd. reduced its position in Morgan Stanley (NYSE:MS – Free Report) by 23.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 927,440 shares of the financial services provider’s stock after selling 278,049 shares during the quarter. Russell Investments Group Ltd. […]

  • Bahl & Gaynor Inc. Reduces Position in The Procter & Gamble Company (NYSE:PG)

    Bahl & Gaynor Inc. lessened its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 1.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 4,243,445 shares of the company’s stock after selling 48,961 shares during the period. Procter & Gamble comprises about […]

  • WD Rutherford LLC Reduces Position in NextEra Energy, Inc. (NYSE:NEE)

    WD Rutherford LLC lowered its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 10.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,330 shares of the utilities provider’s stock after selling 2,375 shares during the quarter. WD […]

  • Abbrea Capital LLC Reduces Stock Position in AT&T Inc. (NYSE:T)

    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 […]

  • Eagle Ridge Investment Management Reduces Stock Position in Visa Inc. (NYSE:V)

    Eagle Ridge Investment Management decreased its stake in Visa Inc. (NYSE:V – Free Report) by 1.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 75,104 shares of the credit-card processor’s stock after selling 1,377 shares during the quarter. Visa makes up 1.9% of Eagle […]

  • Spinnaker Trust Reduces Stock Position in Thermo Fisher Scientific Inc. (NYSE:TMO)

    Spinnaker Trust lessened its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 5.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 875 shares of the medical research company’s stock after selling 50 shares during the […]

  • Truist Financial Corp Reduces Stock Position in S&P Global Inc. (NYSE:SPGI)

    Truist Financial Corp cut its stake in S&P Global Inc. (NYSE:SPGI – Free Report) by 16.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 179,539 shares of the business services provider’s stock after selling 34,361 shares during the quarter. Truist Financial Corp’s holdings […]

  • Financial Perspectives Inc Lowers Position in Shopify Inc. (NYSE:SHOP)

    Financial Perspectives Inc trimmed its position in shares of Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 15.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,051 shares of the software maker’s stock after selling 2,720 shares during the quarter. Financial Perspectives Inc’s […]

  • Nadler Financial Group Inc. Raises Position in Visa Inc. (NYSE:V)

    Nadler Financial Group Inc. lifted its position in shares of Visa Inc. (NYSE:V – Free Report) by 2.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,900 shares of the credit-card processor’s stock after buying an additional 44 shares during […]