• Larson Financial Group LLC Has $4.47 Million Stock Position in UnitedHealth Group Incorporated (NYSE:UNH)

    Larson Financial Group LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 8,497 shares of the healthcare conglomerate’s stock after selling 196 shares during the quarter. Larson Financial Group LLC’s holdings in UnitedHealth Group were worth $4,473,000 as of its […]

  • UnitedHealth Group Incorporated (NYSE:UNH) Stock Position Raised by MCF Advisors LLC

    MCF Advisors LLC lifted its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 2,582 shares of the healthcare conglomerate’s stock after acquiring an additional 55 shares during the quarter. MCF Advisors LLC’s holdings in UnitedHealth Group were worth $1,359,000 at the […]

  • RB Capital Management LLC Has $284,000 Stock Position in Zoetis Inc. (NYSE:ZTS)

    RB Capital Management LLC reduced its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 10.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,437 shares of the company’s stock after selling 175 shares during the period. RB Capital Management LLC’s holdings in Zoetis were worth $284,000 […]

  • Bryn Mawr Capital Management LLC Has $5.44 Million Stock Position in Union Pacific Co. (NYSE:UNP)

    Bryn Mawr Capital Management LLC increased its position in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 8.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 22,157 shares of the railroad operator’s stock after buying an additional 1,729 shares during the […]

  • Abbrea Capital LLC Reduces Stock Position in AT&T Inc. (NYSE:T)

    Abbrea Capital LLC reduced its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 22.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,464 shares of the technology company’s stock after selling 6,570 shares during the quarter. Abbrea Capital LLC’s […]

  • Fisher Asset Management LLC Increases Stock Position in BlackRock, Inc. (NYSE:BLK)

    Fisher Asset Management LLC grew its position in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 2.4% in the fourth quarter, HoldingsChannel reports. The firm owned 2,015,535 shares of the asset manager’s stock after buying an additional 47,326 shares during the quarter. BlackRock accounts for approximately 0.8% of Fisher Asset Management LLC’s investment portfolio, […]

  • Anchor Capital Advisors LLC Reduces Stock Position in Shell plc (NYSE:SHEL)

    Anchor Capital Advisors LLC cut its position in shares of Shell plc (NYSE:SHEL – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 317,386 shares of the energy company’s stock after selling 6,637 shares during the […]

  • Abbrea Capital LLC Lowers Stock Position in U.S. Bancorp (NYSE:USB)

    Abbrea Capital LLC cut its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 10.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 12,460 shares of the financial services provider’s stock after selling 1,470 shares during the quarter. Abbrea Capital LLC’s holdings in U.S. Bancorp were worth $545,000 at the […]

  • Waste Management, Inc. (NYSE:WM) Stock Holdings Increased by Abbrea Capital LLC

    Abbrea Capital LLC boosted its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 3.6% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 2,588 shares of the business services provider’s stock after purchasing an additional 90 shares during the period. Abbrea Capital LLC’s […]

  • Institute for Wealth Management LLC. Lowers Stock Position in KLA Co. (NASDAQ:KLAC)

    Institute for Wealth Management LLC. cut its position in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,428 shares of the semiconductor company’s stock after selling 53 shares during the period. Institute for Wealth […]

  • The Home Depot, Inc. (NYSE:HD) Stock Position Lowered by Birchcreek Wealth Management LLC

    Birchcreek Wealth Management LLC lessened its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 8.8% during the fourth quarter, Holdings Channel reports. The institutional investor owned 1,851 shares of the home improvement retailer’s stock after selling 179 shares during the quarter. Birchcreek Wealth Management LLC’s holdings in Home Depot were worth $641,000 […]

  • Larson Financial Group LLC Trims Stock Position in Manhattan Associates, Inc. (NASDAQ:MANH)

    Larson Financial Group LLC lowered its position in shares of Manhattan Associates, Inc. (NASDAQ:MANH – Free Report) by 5.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,487 shares of the software maker’s stock after selling 1,072 shares […]