• Bank of America Co. (NYSE:BAC) Shares Sold by Dohj LLC

    Dohj LLC cut its position in Bank of America Co. (NYSE:BAC) by 15.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 46,372 shares of the financial services provider’s stock after selling 8,447 shares during the period. Dohj LLC’s holdings in Bank of America were worth $1,561,000 at the end of the most recent reporting […]

  • Merck & Co., Inc. (NYSE:MRK) Shares Sold by Intrust Bank NA

    Intrust Bank NA cut its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 8.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 31,947 shares of the company’s stock after selling 2,975 shares during the quarter. Intrust Bank NA’s holdings […]

  • Bank of America Co. (NYSE:BAC) Shares Acquired by Naviter Wealth LLC

    Naviter Wealth LLC increased its holdings in shares of Bank of America Co. (NYSE:BAC) by 6.2% in the 4th quarter, HoldingsChannel reports. The firm owned 65,712 shares of the financial services provider’s stock after acquiring an additional 3,846 shares during the quarter. Naviter Wealth LLC’s holdings in Bank of America were worth $2,213,000 as of […]

  • Exxon Mobil Co. (NYSE:XOM) Shares Purchased by Callan Capital LLC

    Callan Capital LLC increased its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.9% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 4,824 shares of the oil and gas company’s stock after acquiring an additional 225 shares during the period. Callan Capital […]

  • Verizon Communications Inc. (NYSE:VZ) Shares Purchased by Davidson Trust Co.

    Davidson Trust Co. increased its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 2.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,629 shares of the cell phone carrier’s stock after purchasing an additional 340 shares during […]

  • Fulton Breakefield Broenniman LLC Purchases 177 Shares of Salesforce, Inc. (NYSE:CRM)

    Fulton Breakefield Broenniman LLC grew its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 0.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 62,747 shares of the CRM provider’s stock after acquiring an additional 177 shares during […]

  • Meritage Portfolio Management Purchases 3,486 Shares of Danaher Co. (NYSE:DHR)

    Meritage Portfolio Management raised its position in shares of Danaher Co. (NYSE:DHR – Free Report) by 5.5% in the fourth quarter, HoldingsChannel reports. The firm owned 67,240 shares of the conglomerate’s stock after acquiring an additional 3,486 shares during the period. Danaher comprises about 1.0% of Meritage Portfolio Management’s investment portfolio, making the stock its […]

  • Bank of New Hampshire Sells 838 Shares of Exxon Mobil Co. (NYSE:XOM)

    Bank of New Hampshire lowered its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 2.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 39,840 shares of the oil and gas company’s stock after selling 838 shares during the quarter. Exxon Mobil comprises […]

  • Cross Staff Investments Inc Purchases Shares of 1,500 The Allstate Co. (NYSE:ALL)

    Cross Staff Investments Inc acquired a new stake in The Allstate Co. (NYSE:ALL – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund acquired 1,500 shares of the insurance provider’s stock, valued at approximately $210,000. Other institutional investors have also modified their holdings of […]

  • 5,895 Shares in KKR & Co. Inc. (NYSE:KKR) Purchased by Auxano Advisors LLC

    Auxano Advisors LLC purchased a new position in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor purchased 5,895 shares of the asset manager’s stock, valued at approximately $488,000. Several other hedge funds and other institutional investors have also modified their holdings of KKR. Blue […]

  • Private Wealth Partners LLC Purchases 33,878 Shares of Chevron Co. (NYSE:CVX)

    Private Wealth Partners LLC boosted its position in Chevron Co. (NYSE:CVX – Free Report) by 21.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 193,134 shares of the oil and gas company’s stock after purchasing an additional 33,878 shares during the quarter. Chevron makes […]

  • CVS Health Co. (NYSE:CVS) Shares Sold by First National Bank Sioux Falls

    First National Bank Sioux Falls lessened its position in shares of CVS Health Co. (NYSE:CVS – Free Report) by 7.5% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 3,404 shares of the pharmacy operator’s stock after selling 275 shares during the period. First National Bank Sioux Falls’ holdings in CVS Health were worth […]