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 […]
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 […]
Provence Wealth Management Group raised its position in shares of AT&T Inc. (NYSE:T – Free Report) by 55.8% in the fourth quarter, Holdings Channel reports. The firm owned 16,217 shares of the technology company’s stock after buying an additional 5,807 shares during the period. Provence Wealth Management Group’s holdings in AT&T were worth $272,000 as […]
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 […]
Axxcess Wealth Management LLC boosted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 16,377 shares of the credit services provider’s stock after purchasing an additional 540 shares during the period. […]
Mission Wealth Management LP boosted its position in Elevance Health, Inc. (NYSE:ELV – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,003 shares of the company’s stock after purchasing an additional 29 shares during the […]
MONECO Advisors LLC cut its position in Eaton Co. plc (NYSE:ETN – Free Report) by 3.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,275 shares of the industrial products company’s stock after selling 93 shares during the quarter. MONECO Advisors LLC’s holdings in Eaton were worth $548,000 at the end of the most […]
Fisher Asset Management LLC grew its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 2.4% in the fourth quarter, HoldingsChannel reports. The firm owned 2,015,535 shares of the asset manager’s stock after buying an additional 47,326 shares during the quarter. BlackRock accounts for approximately 0.8% of Fisher Asset Management LLC’s investment portfolio, […]
Concord Wealth Partners lowered its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 64.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,138 shares of the aerospace company’s stock after selling 2,037 shares during the quarter. Concord […]
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 […]
Headlands Technologies LLC trimmed its holdings in shares of Pioneer Natural Resources (NYSE:PXD – Free Report) by 78.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,282 shares of the oil and gas development company’s stock after selling 4,599 […]