• 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. […]

  • GAMMA Investing LLC Takes $1.06 Million Position in The Walt Disney Company (NYSE:DIS)

    GAMMA Investing LLC bought a new stake in The Walt Disney Company (NYSE:DIS – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 11,064 shares of the entertainment giant’s stock, valued at approximately $1,063,000. A number of other institutional investors have […]

  • 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 […]

  • 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 […]

  • Federated Hermes Inc. Decreases Holdings in The Walt Disney Company (NYSE:DIS)

    Federated Hermes Inc. decreased its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,402,765 shares of the entertainment giant’s stock after selling 49,691 shares during the period. Federated […]

  • McDonald’s Co. (NYSE:MCD) Shares Sold by Private Wealth Partners LLC

    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 […]

  • Institute for Wealth Management LLC. Sells 40 Shares of Deere & Company (NYSE:DE)

    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 […]

  • Rakuten Securities Inc. Makes New Investment in The Walt Disney Company (NYSE:DIS)

    Rakuten Securities Inc. acquired a new position in The Walt Disney Company (NYSE:DIS – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 5,480 shares of the entertainment giant’s stock, valued at approximately $495,000. Other hedge funds and other institutional […]

  • Private Wealth Partners LLC Purchases 33,878 Shares of Chevron Co. (NYSE:CVX)

    Private Wealth Partners LLC boosted its position in Chevron Co. (NYSE:CVX – Free Report) by 21.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 193,134 shares of the oil and gas company’s stock after purchasing an additional 33,878 shares during the quarter. Chevron makes […]

  • Private Wealth Partners LLC Acquires 4,017 Shares of Tesla, Inc. (NASDAQ:TSLA)

    Private Wealth Partners LLC grew its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 57.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,967 shares of the electric vehicle producer’s stock after acquiring an additional 4,017 shares during the period. Private […]

  • Private Wealth Partners LLC Sells 239 Shares of The Home Depot, Inc. (NYSE:HD)

    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 […]

  • Lowe’s Companies, Inc. (NYSE:LOW) Shares Sold by Institute for Wealth Management LLC.

    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 […]