Larson Financial Group LLC cut its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.3% during the fourth quarter, Holdings Channel.com reports. The firm owned 8,497 shares of the healthcare conglomerate’s stock after selling 196 shares during the quarter. Larson Financial Group LLC’s holdings in UnitedHealth Group were worth $4,473,000 as of its […]
Adell Harriman & Carpenter Inc. raised its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,273 shares of the healthcare conglomerate’s stock after purchasing an additional 211 shares […]
Eagle Ridge Investment Management lowered its position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 68,587 shares of the healthcare conglomerate’s stock after selling 535 shares […]
Anchor Capital Advisors LLC raised its stake in shares of National Storage Affiliates Trust (NYSE:NSA – Free Report) by 6.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,020,629 shares of the real estate investment trust’s stock after purchasing an […]
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 […]
MONECO Advisors LLC cut its position in Eaton Co. plc (NYSE:ETN – Free Report) by 3.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,275 shares of the industrial products company’s stock after selling 93 shares during the quarter. MONECO Advisors LLC’s holdings in Eaton were worth $548,000 at the end of the most […]
Anchor Capital Advisors LLC cut its position in shares of Shell plc (NYSE:SHEL – Free Report) by 2.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 317,386 shares of the energy company’s stock after selling 6,637 shares during the […]
Addison Advisors LLC increased its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 21.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,915 shares of the company’s stock after buying an additional 1,047 shares during the period. Addison […]
ARS Wealth Advisors Group LLC raised its position in The Procter & Gamble Company (NYSE:PG – Free Report) by 0.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,120 shares of the company’s stock after purchasing an additional 95 […]
Great Valley Advisor Group Inc. boosted its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 20.6% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 57,128 shares of the oil and gas company’s stock after buying an additional 9,754 shares during the quarter. Great Valley Advisor Group Inc.’s holdings in Exxon Mobil […]
Westover Capital Advisors LLC raised its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 9.9% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 708 shares of the aerospace company’s stock after purchasing an additional 64 shares during the period. Westover Capital Advisors LLC’s holdings in […]
Victory Capital Management Inc. lessened its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 3.5% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 828,664 shares of the healthcare conglomerate’s stock after selling 29,749 shares during the period. Victory Capital Management Inc. owned approximately 0.09% of […]