• Private Wealth Partners LLC Has $3.41 Million Holdings in Mastercard Incorporated (NYSE:MA)

    Private Wealth Partners LLC boosted its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 2.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,003 shares of the credit services provider’s stock after buying an additional 200 shares during the quarter. Private Wealth […]

  • Auxano Advisors LLC Boosts Stock Holdings in Mastercard Incorporated (NYSE:MA)

    Auxano Advisors LLC lifted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,048 shares of the credit services provider’s stock after purchasing an additional 65 shares during the […]

  • MCF Advisors LLC Buys 155 Shares of Mastercard Incorporated (NYSE:MA)

    MCF Advisors LLC grew its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 13.3% in the 4th quarter, Holdings Channel.com reports. The fund owned 1,324 shares of the credit services provider’s stock after purchasing an additional 155 shares during the quarter. MCF Advisors LLC’s holdings in Mastercard were worth $565,000 as of its most […]

  • NBW Capital LLC Sells 44 Shares of Mastercard Incorporated (NYSE:MA)

    NBW Capital LLC reduced its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 0.4% in the 4th quarter, Holdings Channel reports. The fund owned 11,045 shares of the credit services provider’s stock after selling 44 shares during the quarter. NBW Capital LLC’s holdings in Mastercard were worth $4,711,000 at the end of the most […]

  • Bank of America Co. (NYSE:BAC) Shares Acquired by Naviter Wealth LLC

    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 […]

  • Private Wealth Partners LLC Trims Stake in Pfizer Inc. (NYSE:PFE)

    Private Wealth Partners LLC lessened its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 9.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 425,358 shares of the biopharmaceutical company’s stock after selling 43,646 shares during the quarter. Pfizer comprises 1.0% of Private Wealth […]

  • General Electric (NYSE:GE) Shares Acquired by Institute for Wealth Management LLC.

    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 […]

  • Weatherly Asset Management L. P. Purchases 339 Shares of Mastercard Incorporated (NYSE:MA)

    Weatherly Asset Management L. P. boosted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 6.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,441 shares of the credit services provider’s stock after purchasing an additional 339 shares during […]

  • Institute for Wealth Management LLC. Acquires 3,771 Shares of The Walt Disney Company (NYSE:DIS)

    Institute for Wealth Management LLC. raised its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 8.8% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 46,419 shares of the entertainment giant’s stock after purchasing an additional 3,771 shares during the quarter. […]

  • Gilliland Jeter Wealth Management LLC Acquires Shares of 30,727 Merck & Co., Inc. (NYSE:MRK)

    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., […]

  • Syon Capital LLC Acquires New Stake in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT)

    Syon Capital LLC acquired a new stake in Vanguard Intermediate-Term Treasury Index ETF (NASDAQ:VGIT – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 24,102 shares of the company’s stock, valued at approximately $1,430,000. Other hedge funds have also recently added to or […]

  • Naviter Wealth LLC Increases Position in Visa Inc. (NYSE:V)

    Naviter Wealth LLC raised its position in shares of Visa Inc. (NYSE:V – Free Report) by 21.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,435 shares of the credit-card processor’s stock after purchasing an additional 1,647 shares during the period. Naviter Wealth […]