Auxano Advisors LLC increased its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 17,418 shares of the entertainment giant’s stock after acquiring an additional 213 shares during the […]
ARS Wealth Advisors Group LLC lowered its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 25.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,927 shares of the entertainment giant’s stock after selling 2,424 shares during the quarter. […]
U.S. Capital Wealth Advisors LLC lifted its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 41.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,761 shares of the aircraft producer’s stock after purchasing an additional 4,622 shares during the period. […]
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 […]
Apollon Wealth Management LLC increased its holdings in shares of Bank of America Co. (NYSE:BAC) by 45.1% during the fourth quarter, HoldingsChannel reports. The firm owned 134,180 shares of the financial services provider’s stock after buying an additional 41,728 shares during the period. Apollon Wealth Management LLC’s holdings in Bank of America were worth $4,518,000 […]
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., […]
Empirical Financial Services LLC d.b.a. Empirical Wealth Management lifted its position in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 5.5% during the 4th quarter, HoldingsChannel.com reports. The fund owned 2,895 shares of the company’s stock after acquiring an additional 152 shares during the quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings […]
The Walt Disney Company ( NYSE:DIS ) saw a decent share price growth of 18%
AJOVista LLC acquired a new position in Eli Lilly and Company (NYSE:LLY – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 509 shares of the company’s stock, valued at approximately $297,000. Other institutional investors have also recently made […]
Axxcess Wealth Management LLC raised its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 12.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 57,287 shares of the credit-card processor’s stock after purchasing an additional 6,356 shares during […]
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 […]
Blue Barn Wealth LLC reduced its holdings in The Procter & Gamble Company (NYSE:PG – Free Report) by 32.4% in the 4th quarter, Holdings Channel reports. The institutional investor owned 1,662 shares of the company’s stock after selling 795 shares during the quarter. Blue Barn Wealth LLC’s holdings in Procter & Gamble were worth $244,000 […]