Cary Street Partners Asset Management LLC raised its position in shares of JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ – Free Report) by 11.6% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 157,306 shares of the company’s stock after purchasing an additional 16,292 […]
Zhang Financial LLC decreased its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,372 shares of the exchange traded fund’s stock after selling 310 shares during the period. Zhang Financial LLC’s holdings in […]
Ewa LLC boosted its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 20.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 2,650 shares of the social networking company’s stock after purchasing an additional 447 shares during the period. Meta Platforms comprises approximately 0.5% of Ewa […]
Hexagon Capital Partners LLC increased its holdings in shares of American Express (NYSE:AXP) by 3.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,490 shares of the payment services company’s stock after acquiring an additional 49 shares during the period. Hexagon Capital Partners […]
Abbrea Capital LLC purchased a new stake in Cintas Co. (NASDAQ:CTAS – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 371 shares of the business services provider’s stock, valued at approximately $224,000. Other institutional investors have also recently added to […]
PYA Waltman Capital LLC lifted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 7.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,130 shares of the company’s stock after buying an additional 812 shares during the quarter. PepsiCo comprises […]
Syon Capital LLC raised its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 19.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,515 shares of the business services provider’s stock after purchasing an additional 747 shares during the period. […]
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. […]
Private Wealth Partners LLC boosted its position in Chevron Co. (NYSE:CVX – Free Report) by 21.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 193,134 shares of the oil and gas company’s stock after purchasing an additional 33,878 shares during the quarter. Chevron makes […]
Private Wealth Partners LLC grew its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 57.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,967 shares of the electric vehicle producer’s stock after acquiring an additional 4,017 shares during the period. Private […]
Private Wealth Partners LLC increased its stake in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 0.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 28,179 shares of the semiconductor company’s stock after buying an additional 170 shares during the […]
MCF Advisors LLC boosted its position in Poseida Therapeutics, Inc. (NASDAQ:PSTX – Free Report) by 476.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 247,024 shares of the company’s stock after buying an additional 204,170 shares during the quarter. MCF Advisors LLC’s holdings in Poseida Therapeutics were worth $830,000 as of its most […]