Institute for Wealth Management LLC. decreased its holdings in Deere & Company (NYSE:DE – Free Report) by 0.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,691 shares of the industrial products company’s stock after selling 40 shares during the […]
Argonautica Private Wealth Management Inc. lowered its stake in Oracle Co. (NYSE:ORCL – Free Report) by 0.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 29,830 shares of the enterprise software provider’s stock after selling 252 shares during the quarter. Oracle makes […]
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 […]
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., […]
Naviter Wealth LLC increased its holdings in shares of Bank of America Co. (NYSE:BAC) by 6.2% in the 4th quarter, HoldingsChannel reports. The firm owned 65,712 shares of the financial services provider’s stock after acquiring an additional 3,846 shares during the quarter. Naviter Wealth LLC’s holdings in Bank of America were worth $2,213,000 as of […]
Bfsg LLC cut its position in Edwards Lifesciences Co. (NYSE:EW – Free Report) by 4.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,095 shares of the medical research company’s stock after selling 300 shares during the quarter. […]
Bfsg LLC lessened its holdings in Vontier Co. (NYSE:VNT – Free Report) by 21.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,142 shares of the company’s stock after selling 2,183 shares during the period. Bfsg LLC’s holdings in […]
Institute for Wealth Management LLC. decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,082 shares of the industrial products company’s stock after selling 55 shares during the quarter. […]
Institute for Wealth Management LLC. lifted its position in shares of General Electric (NYSE:GE – Free Report) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,332 shares of the conglomerate’s stock after purchasing an additional 182 shares during the period. Institute for […]
Northcape Wealth Management LLC lowered its stake in shares of Bank of America Co. (NYSE:BAC) by 11.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,775 shares of the financial services provider’s stock after selling 1,041 shares during the […]
Auxano Advisors LLC reduced its holdings in Marathon Petroleum Co. (NYSE:MPC – Free Report) by 9.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,386 shares of the oil and gas company’s stock after selling 262 shares during the period. […]
Total Investment Management Inc. cut its holdings in Chevron Co. (NYSE:CVX – Free Report) by 8.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,952 shares of the oil and gas company’s stock after selling 255 shares during the period. Total […]