• LifePlan Financial LLC Purchases New Shares in Lockheed Martin Co. (NYSE:LMT)

    LifePlan Financial LLC purchased a new stake in Lockheed Martin Co. (NYSE:LMT – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 543 shares of the aerospace company’s stock, valued at approximately $246,000. A number of other institutional investors and […]

  • Truist Financial Co. (NYSE:TFC) Shares Purchased by Eagle Strategies LLC

    Eagle Strategies LLC increased its holdings in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 8.8% in the fourth quarter, Holdings Channel reports. The firm owned 11,503 shares of the insurance provider’s stock after buying an additional 928 shares during the period. Eagle Strategies LLC’s holdings in Truist Financial were worth $425,000 at […]

  • Alpha Financial Partners LLC Decreases Stake in Merck & Co., Inc. (NYSE:MRK)

    Alpha Financial Partners LLC cut its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 14.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,541 shares of the company’s stock after selling 446 shares during the period. Alpha Financial Partners LLC’s […]

  • CVS Health Co. (NYSE:CVS) Shares Bought by Sowell Financial Services LLC

    Sowell Financial Services LLC lifted its holdings in shares of CVS Health Co. (NYSE:CVS – Free Report) by 3.9% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 31,073 shares of the pharmacy operator’s stock after purchasing an additional 1,154 shares during the quarter. Sowell Financial Services […]

  • International Assets Investment Management LLC Purchases 639,903 Shares of The PNC Financial Services Group, Inc. (NYSE:PNC)

    International Assets Investment Management LLC raised its position in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 15,539.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 644,021 shares of the financial services provider’s stock after purchasing an additional 639,903 shares during […]

  • Arlington Trust Co LLC Cuts Stake in Eaton Co. plc (NYSE:ETN)

    Arlington Trust Co LLC lessened its holdings in shares of Eaton Co. plc (NYSE:ETN – Free Report) by 76.6% in the fourth quarter, Holdings Channel reports. The firm owned 330 shares of the industrial products company’s stock after selling 1,083 shares during the period. Arlington Trust Co LLC’s holdings in Eaton were worth $79,000 at […]

  • SolarWinds Co. (NYSE:SWI) Stake Raised by Voss Capital LLC

    Voss Capital LLC boosted its position in SolarWinds Co. (NYSE:SWI – Free Report) by 145.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,870,575 shares of the software maker’s stock after buying an additional 1,701,736 shares during the period. SolarWinds makes […]

  • Cedrus LLC Has $625,000 Stake in Chevron Co. (NYSE:CVX)

    Cedrus LLC lowered its holdings in Chevron Co. (NYSE:CVX – Free Report) by 8.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,192 shares of the oil and gas company’s stock after selling 398 shares during the quarter. Cedrus LLC’s holdings in Chevron were […]

  • Chevron Co. (NYSE:CVX) Shares Sold by Krilogy Financial LLC

    Krilogy Financial LLC decreased its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 11.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,236 shares of the oil and gas company’s stock after selling 1,793 shares during the […]

  • Voss Capital LLC Decreases Stake in Skyline Champion Co. (NYSE:SKY)

    Voss Capital LLC reduced its stake in Skyline Champion Co. (NYSE:SKY – Free Report) by 31.1% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 246,100 shares of the company’s stock after selling 110,907 shares during the quarter. Skyline Champion comprises about 1.8% of Voss […]

  • Simplicity Wealth LLC Acquires New Stake in Mastercard Incorporated (NYSE:MA)

    Simplicity Wealth LLC acquired a new stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,132 shares of the credit services provider’s stock, valued at approximately $483,000. Other large […]

  • Allworth Financial LP Increases Stake in McDonald’s Co. (NYSE:MCD)

    Allworth Financial LP grew its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 5.2% during the fourth quarter, Holdings Channel reports. The fund owned 23,582 shares of the fast-food giant’s stock after purchasing an additional 1,155 shares during the period. Allworth Financial LP’s holdings in McDonald’s were worth $6,992,000 as of its […]