River Road Asset Management LLC lessened its holdings in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 83,594 shares of the real estate investment trust’s stock after selling 1,821 […]
Carnegie Capital Asset Management LLC lessened its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 12.2% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 100,644 shares of the entertainment giant’s stock after selling 14,021 shares during the […]
Schnieders Capital Management LLC trimmed its position in shares of Humana Inc. (NYSE:HUM – Free Report) by 8.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 550 shares of the insurance provider’s stock after selling 50 shares during the period. […]
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. […]
Donaldson Capital Management LLC trimmed its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 42.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 22,979 shares of the company’s stock after selling 17,292 shares during […]
Institute for Wealth Management LLC. lessened its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 9,672 shares of the home improvement retailer’s stock after selling 61 shares during the period. Institute for Wealth Management LLC.’s holdings […]
Alpha Omega Wealth Management LLC decreased its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 0.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 37,645 shares of the biopharmaceutical company’s stock after selling 300 shares during the quarter. Alpha Omega Wealth […]
Carnegie Capital Asset Management LLC increased its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 1.0% in the fourth quarter, HoldingsChannel.com reports. The firm owned 42,200 shares of the healthcare conglomerate’s stock after acquiring an additional 413 shares during the quarter. Carnegie Capital Asset Management LLC’s holdings in UnitedHealth Group were […]
Carnegie Capital Asset Management LLC lowered its holdings in NIKE, Inc. (NYSE:NKE – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 192,133 shares of the footwear maker’s stock after selling 1,521 shares during the […]
Carnegie Capital Asset Management LLC reduced its stake in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) by 12.2% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 124,145 shares of the software maker’s stock after selling 17,242 shares during the quarter. Carnegie Capital Asset […]
Carnegie Capital Asset Management LLC raised its holdings in shares of Marsh & McLennan Companies, Inc. (NYSE:MMC – Free Report) by 1.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 81,840 shares of the financial services provider’s stock after purchasing […]
Carnegie Capital Asset Management LLC boosted its position in Vanguard Mid-Cap Index Fund ETF Shares (NYSEARCA:VO – Free Report) by 8.1% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,622 shares of the company’s stock after purchasing an additional 3,698 shares during the […]