Kestra Private Wealth Services LLC decreased its stake in shares of General Electric (NYSE:GE – Free Report) by 3.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 31,121 shares of the conglomerate’s stock after selling 1,007 shares during the period. Kestra Private Wealth Services LLC’s […]
MONECO Advisors LLC grew its stake in General Electric (NYSE:GE – Free Report) by 15.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,125 shares of the conglomerate’s stock after purchasing an additional 277 shares during the quarter. MONECO Advisors LLC’s […]
Savant Capital LLC trimmed its stake in shares of General Electric (NYSE:GE – Free Report) by 9.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 24,358 shares of the conglomerate’s stock after selling 2,654 shares during the period. Savant Capital LLC’s holdings in General Electric were […]
Heritage Wealth Management LLC bought a new position in Visa Inc. (NYSE:V – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 6,879 shares of the credit-card processor’s stock, valued at approximately $1,791,000. Visa accounts for approximately 1.0% of Heritage Wealth Management LLC’s investment portfolio, making […]
Gilliland Jeter Wealth Management LLC bought a new position in Merck & Co., Inc. (NYSE:MRK – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 30,727 shares of the company’s stock, valued at approximately $3,350,000. Merck & Co., […]
Spinnaker Trust lessened its position in shares of General Electric (NYSE:GE – Free Report) by 3.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,881 shares of the conglomerate’s stock after selling 250 shares during the period. Spinnaker Trust’s […]
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 […]
Mission Wealth Management LP boosted its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 3.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 11,262 shares of the CRM provider’s stock after buying an additional 383 shares during the quarter. Mission Wealth […]
Chapman Investment Management LLC lifted its holdings in shares of American Express (NYSE:AXP) by 2.8% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 22,334 shares of the payment services company’s stock after purchasing an additional 599 shares during the period. American Express accounts for about 3.2% of […]
Fisher Asset Management LLC lifted its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,145,840 shares of the industrial products company’s stock after acquiring an additional 179,908 shares during the quarter. Caterpillar […]
Brandywine Oak Private Wealth LLC cut its stake in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 3.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 8,847 shares of the company’s stock after selling 272 shares during the […]
Account Management LLC increased its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 29.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 69,655 shares of the utilities provider’s stock after acquiring an additional 15,840 shares during the […]