Delta Financial Advisors LLC decreased its holdings in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,011 shares of the financial services provider’s stock after selling 308 […]
Boyd Watterson Asset Management LLC OH raised its holdings in American Express (NYSE:AXP) by 0.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 28,182 shares of the payment services company’s stock after purchasing an additional 205 shares during the quarter. American Express […]
Boyd Watterson Asset Management LLC OH lifted its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,654 shares of the company’s stock after purchasing an additional 1,045 shares during the […]
Raab & Moskowitz Asset Management LLC increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 10.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,334 shares of the company’s stock after purchasing an additional 308 shares during […]
Resonant Capital Advisors LLC cut its holdings in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 11.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 16,653 shares of the financial services provider’s stock after selling 2,246 shares during the […]
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 […]
Beaumont Financial Advisors LLC boosted its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 18.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,545 shares of the semiconductor manufacturer’s stock after purchasing an additional 545 shares during the quarter. […]
Orca Investment Management LLC lessened its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 37,400 shares of the biopharmaceutical company’s stock after selling 908 shares during the quarter. Bristol-Myers Squibb makes […]
Weatherly Asset Management L. P. boosted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 6.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,441 shares of the credit services provider’s stock after purchasing an additional 339 shares during […]
Zhang Financial LLC raised its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,852 shares of the exchange traded fund’s stock after purchasing an additional 66 shares during […]
River Road Asset Management LLC lessened its holdings in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 83,594 shares of the real estate investment trust’s stock after selling 1,821 […]
Gilliland Jeter Wealth Management LLC acquired a new position in Alphabet Inc. (NASDAQ:GOOG – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 20,339 shares of the information services provider’s stock, valued at approximately $2,866,000. Alphabet accounts for 1.2% of […]