AJOVista LLC purchased a new stake in Blackstone Inc. (NYSE:BX – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 930 shares of the asset manager’s stock, valued at approximately $122,000. Other institutional investors have also recently added to […]
Catalyst Financial Partners LLC raised its stake in shares of Visa Inc. (NYSE:V – Free Report) by 5.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 7,665 shares of the credit-card processor’s stock after acquiring an additional 395 shares during the […]
Investment House LLC boosted its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.6% in the fourth quarter, HoldingsChannel reports. The firm owned 122,379 shares of the company’s stock after purchasing an additional 743 shares during the quarter. Merck & Co., Inc. makes up approximately 0.9% of Investment House LLC’s […]
Certuity LLC bought a new position in shares of L3Harris Technologies, Inc. (NYSE:LHX – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 2,425 shares of the company’s stock, valued at approximately $511,000. A number of other institutional investors also recently modified their holdings […]
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 […]
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 […]
Los Angeles Capital Management LLC lifted its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 17.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 284,574 shares of the technology company’s stock after acquiring an additional 42,607 shares during […]
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 […]
Kestra Private Wealth Services LLC increased its holdings in Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 6.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,124 shares of the basic materials company’s stock after purchasing an additional 1,028 […]
Baxter Bros Inc. raised its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 114.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,284 shares of the company’s stock after buying an additional 684 shares during the quarter. Baxter Bros Inc.’s holdings […]