Financial Perspectives Inc grew its holdings in shares of Nu Holdings Ltd. (NYSE:NU – Free Report) by 41.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 22,892 shares of the company’s stock after buying an additional 6,760 shares during the […]
Auxano Advisors LLC cut its position in 3M (NYSE:MMM – Free Report) by 2.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,039 shares of the conglomerate’s stock after selling 151 shares during the quarter. Auxano Advisors LLC’s holdings in 3M were worth […]
Intrust Bank NA cut its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 2.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 11,351 shares of the home improvement retailer’s stock after selling 287 shares during the quarter. Intrust Bank […]
Anchor Capital Advisors LLC reduced its holdings in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 6.0% during the fourth quarter, HoldingsChannel.com reports. The fund owned 165,177 shares of the construction company’s stock after selling 10,579 shares during the quarter. Watsco makes up approximately 1.9% of Anchor Capital Advisors LLC’s investment portfolio, making the […]
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. […]
Resonant Capital Advisors LLC trimmed its stake in AutoZone, Inc. (NYSE:AZO – Free Report) by 17.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,308 shares of the company’s stock after selling 283 shares during the period. Resonant Capital Advisors LLC’s holdings […]
Guyasuta Investment Advisors Inc. trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 3.9% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 31,256 shares of the company’s stock after selling 1,255 shares during the quarter. Guyasuta Investment Advisors Inc.’s holdings in AbbVie were worth […]
Adell Harriman & Carpenter Inc. reduced its stake in American Tower Co. (NYSE:AMT – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 58,495 shares of the real estate investment trust’s stock after selling 861 shares during […]
Bahl & Gaynor Inc. lowered its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,271,961 shares of the company’s stock after selling 157,244 shares during the […]
Pekin Hardy Strauss Inc. cut its holdings in Sony Group Co. (NYSE:SONY – Free Report) by 5.6% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 78,894 shares of the company’s stock after selling 4,666 shares during the quarter. Sony Group makes up about 1.0% of Pekin Hardy Strauss Inc.’s investment portfolio, making […]
Roffman Miller Associates Inc. PA lessened its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 6.8% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 17,026 shares of the utilities provider’s stock after selling 1,240 shares during the period. Roffman Miller Associates Inc. PA’s holdings in NextEra Energy were worth $1,034,000 as […]
Weatherly Asset Management L. P. raised its holdings in shares of Nutrien Ltd. (NYSE:NTR – Free Report) by 4.0% during the 4th quarter, Holdings Channel reports. The fund owned 42,062 shares of the company’s stock after purchasing an additional 1,630 shares during the period. Weatherly Asset Management L. P.’s holdings in Nutrien were worth $2,392,000 […]