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. lessened its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 9,672 shares of the home improvement retailer’s stock after selling 61 shares during the period. Institute for Wealth Management LLC.’s holdings […]
Abbrea Capital LLC lessened its stake in Farmland Partners Inc. (NYSE:FPI – Free Report) by 15.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 19,070 shares of the financial services provider’s stock after selling 3,370 shares during the quarter. Abbrea Capital LLC’s holdings in Farmland Partners were […]
Schnieders Capital Management LLC trimmed its position in shares of Humana Inc. (NYSE:HUM – Free Report) by 8.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 550 shares of the insurance provider’s stock after selling 50 shares during the period. […]
Institute for Wealth Management LLC. lessened its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 23,825 shares of the electric vehicle producer’s stock after selling 313 shares during the quarter. Tesla […]
Motley Fool Wealth Management LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 459,182 shares of the information services provider’s stock after selling 26,090 shares during the quarter. Alphabet comprises […]
Private Wealth Partners LLC lessened its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 4.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 14,734 shares of the fast-food giant’s stock after selling 710 shares during the period. Private Wealth Partners LLC’s holdings in McDonald’s were worth $4,369,000 as of its […]
Private Wealth Partners LLC reduced its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,271 shares of the home improvement retailer’s stock after selling 239 shares during the […]
Stevens Capital Management LP purchased a new stake in ServiceNow, Inc. (NYSE:NOW – Free Report) in the 4th quarter, HoldingsChannel reports. The firm purchased 1,250 shares of the information technology services provider’s stock, valued at approximately $883,000. Several other large investors have also made changes to their positions in NOW. AdvisorNet Financial Inc lifted its […]
River Road Asset Management LLC lessened its holdings in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 83,594 shares of the real estate investment trust’s stock after selling 1,821 […]
Mid American Wealth Advisory Group Inc. cut its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 6.2% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 43,128 shares of the company’s stock after selling 2,868 shares during […]
Private Wealth Partners LLC boosted its stake in S&P Global Inc. (NYSE:SPGI – Free Report) by 0.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,062 shares of the business services provider’s stock after acquiring an additional 62 shares during the quarter. […]