Summitry LLC trimmed its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 4.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 603,468 shares of the entertainment giant’s stock after selling 27,406 shares during the quarter. Walt Disney comprises about 3.2% of […]
Pettee Investors Inc. reduced its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 0.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 26,393 shares of the entertainment giant’s stock after selling 220 shares during the quarter. Pettee Investors Inc.’s holdings in Walt Disney were worth $2,383,000 at the end […]
US Financial Advisors LLC boosted its holdings in Global X Conscious Companies ETF (NASDAQ:KRMA – Free Report) by 7.5% during the 4th quarter, Holdings Channel.com reports. The fund owned 32,824 shares of the company’s stock after purchasing an additional 2,284 shares during the quarter. US Financial Advisors LLC’s holdings in Global X Conscious Companies ETF […]
Great Lakes Advisors LLC trimmed its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 24.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,005,744 shares of the energy producer’s stock after selling 318,272 shares during the quarter. ConocoPhillips comprises 1.1% of […]
Independent Advisor Alliance increased its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 4.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 215,945 shares of the oil and gas company’s stock after purchasing an additional 8,252 shares […]
Great Lakes Advisors LLC lessened its position in RTX Co. (NYSE:RTX – Free Report) by 26.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,015,989 shares of the company’s stock after selling 357,482 shares during the quarter. Great Lakes Advisors LLC owned approximately 0.08% […]
Checchi Capital Advisers LLC increased its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 5.9% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 12,011 shares of the footwear maker’s stock after acquiring an additional 666 shares during the period. Checchi Capital […]
Ieq Capital LLC boosted its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 129,253 shares of the oil and gas company’s stock after purchasing an additional 1,857 shares during the quarter. Ieq Capital LLC’s holdings in Exxon Mobil were worth $12,923,000 at […]
Bey Douglas LLC purchased a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,629 shares of the company’s stock, valued at approximately $252,000. A number of other institutional investors have also modified their […]
Montrusco Bolton Investments Inc. lifted its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 23.7% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,197,027 shares of the apparel and home fashions retailer’s stock after acquiring an additional 229,445 […]
Great Lakes Advisors LLC cut its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 23.7% during the fourth quarter, HoldingsChannel.com reports. The firm owned 1,745,738 shares of the oil and gas company’s stock after selling 543,053 shares during the period. Exxon Mobil accounts for about 1.7% of Great Lakes Advisors LLC’s […]
Bey Douglas LLC acquired a new position in shares of Visa Inc. (NYSE:V – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 20,346 shares of the credit-card processor’s stock, valued at approximately $5,297,000. Visa accounts for about 5.4% of Bey Douglas LLC’s […]