Lincoln National Corp boosted its stake in The Southern Company (NYSE:SO – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 51,133 shares of the utilities provider’s stock after purchasing an additional 581 shares during the quarter. […]
AGF Management Ltd. bought a new stake in Fiserv, Inc. (NYSE:FI – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor bought 94,260 shares of the business services provider’s stock, valued at approximately $12,521,000. Other institutional investors and hedge funds also recently made changes to their positions in the company. West Oak […]
Axxcess Wealth Management LLC boosted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 16,377 shares of the credit services provider’s stock after purchasing an additional 540 shares during the period. […]
Altrius Capital Management Inc grew its stake in shares of LyondellBasell Industries (NYSE:LYB – Free Report) by 0.2% in the fourth quarter, Holdings Channel reports. The fund owned 70,941 shares of the specialty chemicals company’s stock after acquiring an additional 133 shares during the quarter. LyondellBasell Industries accounts for about 1.9% of Altrius Capital Management […]
Bancreek Capital Management LP increased its holdings in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 1.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,967 shares of the aerospace company’s stock after buying an additional […]
Loudon Investment Management LLC reduced its holdings in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 1.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,627 shares of the financial services provider’s stock after selling 94 shares during the quarter. Ameriprise […]
Apollon Wealth Management LLC grew its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 55.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 49,309 shares of the footwear maker’s stock after buying an additional 17,502 shares during the […]
Apollon Wealth Management LLC boosted its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 53.6% in the fourth quarter, Holdings Channel reports. The fund owned 21,674 shares of the industrial products company’s stock after purchasing an additional 7,565 shares during the quarter. Apollon Wealth Management LLC’s holdings in Caterpillar were worth $6,408,000 […]
Fisher Asset Management LLC increased its stake in shares of Shell plc (NYSE:SHEL – Free Report) by 2.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,871,131 shares of the energy company’s stock after acquiring an additional 477,432 shares during the quarter. Fisher Asset […]
Econ Financial Services Corp reduced its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 12.0% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 56,307 shares of the cell phone carrier’s stock after selling 7,654 shares during the period. Verizon Communications accounts […]
Todd Asset Management LLC reduced its stake in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 0.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 143,423 shares of the financial services provider’s stock after selling 1,320 shares during the period. Ameriprise Financial comprises […]
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 […]