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 […]
Meritage Portfolio Management grew its stake in Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 1.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 62,352 shares of the information technology services provider’s stock after purchasing an additional 676 shares during […]
Syon Capital LLC lifted its position in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 34.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,162 shares of the transportation company’s stock after purchasing an additional 1,562 […]
Alliance Wealth Advisors LLC UT trimmed its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 9.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,632 shares of the transportation company’s stock after selling 282 shares during the quarter. […]
Cozad Asset Management Inc. grew its position in shares of American Express (NYSE:AXP – Free Report) by 14.3% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 1,958 shares of the payment services company’s stock after purchasing an additional 245 shares during the quarter. Cozad […]
Fisher Asset Management LLC lifted its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 2.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 4,494,373 shares of the medical equipment provider’s stock after buying an additional 88,977 shares during the quarter. Fisher Asset […]
Oder Investment Management LLC lifted its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 0.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 16,047 shares of the electric vehicle producer’s stock after acquiring an additional 77 shares during the period. Tesla makes up approximately 3.9% […]
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 […]
Meritage Portfolio Management purchased a new position in shares of Charter Communications, Inc. (NASDAQ:CHTR – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 896 shares of the company’s stock, valued at approximately $348,000. Other institutional investors and […]
Cozad Asset Management Inc. lessened its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 26.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,861 shares of the wireless technology company’s stock after selling 1,424 shares during the […]
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 […]
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 […]