Delta Financial Advisors LLC decreased its holdings in shares of The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,011 shares of the financial services provider’s stock after selling 308 […]
Larson Financial Group LLC trimmed its holdings in Parker-Hannifin Co. (NYSE:PH – Free Report) by 4.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 7,050 shares of the industrial products company’s stock after selling 295 shares during the period. Larson Financial […]
CapWealth Advisors LLC raised its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 3.9% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 178,296 shares of the oil and gas company’s stock after purchasing an additional 6,736 shares during the period. Chevron accounts for about 3.2% of CapWealth Advisors LLC’s holdings, […]
LifePlan Financial LLC purchased a new stake in Lockheed Martin Co. (NYSE:LMT – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 543 shares of the aerospace company’s stock, valued at approximately $246,000. A number of other institutional investors and […]
MCF Advisors LLC lifted its stake in Moody’s Co. (NYSE:MCO – Free Report) by 26.5% during the fourth quarter, HoldingsChannel reports. The firm owned 5,798 shares of the business services provider’s stock after purchasing an additional 1,214 shares during the period. MCF Advisors LLC’s holdings in Moody’s were worth $2,265,000 at the end of the […]
DecisionPoint Financial LLC cut its stake in shares of Home Bancshares, Inc. (Conway, AR) (NYSE:HOMB – Free Report) by 4.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 951,230 shares of the financial services provider’s stock after selling 39,934 shares during the […]
Latitude Advisors LLC trimmed its position in International Business Machines Co. (NYSE:IBM – Free Report) by 9.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,598 shares of the technology company’s stock after selling 174 shares during the quarter. Latitude Advisors LLC’s holdings in […]
Octavia Wealth Advisors LLC raised its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 6,829 shares of the company’s stock after buying an additional 184 shares during the period. Octavia Wealth Advisors LLC’s holdings in Merck & Co., Inc. were […]
Redmont Wealth Advisors LLC reduced its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 14.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,043 shares of the financial services provider’s stock after selling 1,700 shares during the period. Redmont Wealth […]
Bfsg LLC cut its holdings in shares of LKQ Co. (NASDAQ:LKQ – Free Report) by 1.2% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 22,913 shares of the auto parts company’s stock after selling 284 shares during the period. Bfsg LLC’s holdings in LKQ […]
Abbrea Capital LLC lowered its stake in shares of Medtronic plc (NYSE:MDT – Free Report) by 19.9% in the fourth quarter, HoldingsChannel reports. The firm owned 4,952 shares of the medical technology company’s stock after selling 1,230 shares during the quarter. Abbrea Capital LLC’s holdings in Medtronic were worth $411,000 as of its most recent […]
MCF Advisors LLC lifted its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 30.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,846 shares of the footwear maker’s stock after buying an additional 2,560 shares during the period. MCF Advisors […]