Jackson Creek Investment Advisors LLC acquired a new stake in shares of Realty Income Co. (NYSE:O – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 9,965 shares of the real estate investment trust’s stock, valued at approximately […]
Anchor Capital Advisors LLC cut its holdings in McKesson Co. (NYSE:MCK – Free Report) by 6.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 205,170 shares of the company’s stock after selling 13,775 shares during the quarter. […]
Resonant Capital Advisors LLC boosted its holdings in shares of Devon Energy Co. (NYSE:DVN – Free Report) by 43.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 42,861 shares of the energy company’s stock after purchasing an additional 13,024 shares during the period. Resonant Capital Advisors […]
Resonant Capital Advisors LLC reduced its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 5.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 11,057 shares of the fast-food giant’s stock after selling 613 shares during the quarter. Resonant Capital Advisors LLC’s holdings in […]
Schwarz Dygos Wheeler Investment Advisors LLC bought a new stake in Chevron Co. (NYSE:CVX – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 1,358 shares of the oil and gas company’s stock, valued at approximately $203,000. Other large investors […]
Resonant Capital Advisors LLC lessened its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 2.8% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 31,659 shares of the financial services provider’s stock after selling 914 shares during the period. Resonant Capital Advisors LLC’s holdings […]
Resonant Capital Advisors LLC decreased its position in The Progressive Co. (NYSE:PGR – Free Report) by 3.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 24,881 shares of the insurance provider’s stock after selling 910 shares during the period. Resonant Capital Advisors LLC’s holdings in Progressive […]
Jackson Creek Investment Advisors LLC bought a new position in shares of New Jersey Resources Co. (NYSE:NJR – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 20,979 shares of the utilities provider’s stock, valued at approximately $935,000. Other […]
GAMMA Investing LLC acquired a new stake in shares of Chevron Co. (NYSE:CVX – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 9,564 shares of the oil and gas company’s stock, valued at approximately $1,410,000. Other institutional investors and hedge funds also recently modified their holdings of the company. Windsor Advisory […]
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, […]
Auxano Advisors LLC raised its position in shares of Bank of America Co. (NYSE:BAC) by 234.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,356 shares of the financial services provider’s stock after buying an additional 19,179 shares during the quarter. […]
Auxano Advisors LLC purchased a new position in shares of Ashland Inc. (NYSE:ASH – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 9,707 shares of the basic materials company’s stock, valued at approximately $818,000. Other institutional investors have also recently made changes to their positions […]