Berry Wealth Group LP bought a new position in shares of Chubb Limited (NYSE:CB – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 19,683 shares of the financial services provider’s stock, valued at approximately $4,448,000. Chubb makes up 4.1% […]
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 […]
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 […]
Redmont Wealth Advisors LLC reduced its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 14.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,043 shares of the financial services provider’s stock after selling 1,700 shares during the period. Redmont Wealth […]
Robertson Stephens Wealth Management LLC cut its holdings in Bank of America Co. (NYSE:BAC – Free Report) by 8.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 230,886 shares of the financial services provider’s stock after selling 21,097 shares during […]
Alliance Wealth Advisors LLC UT trimmed its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 9.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,632 shares of the transportation company’s stock after selling 282 shares during the quarter. […]
Auxano Advisors LLC cut its position in 3M (NYSE:MMM – Free Report) by 2.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,039 shares of the conglomerate’s stock after selling 151 shares during the quarter. Auxano Advisors LLC’s holdings in 3M were worth […]
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 […]
Investment House LLC decreased its position in shares of Accenture plc (NYSE:ACN – Free Report) by 0.7% in the 4th quarter, Holdings Channel reports. The fund owned 91,315 shares of the information technology services provider’s stock after selling 603 shares during the quarter. Accenture accounts for approximately 2.3% of Investment House LLC’s holdings, making the […]
Addison Advisors LLC reduced its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 2.4% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,519 shares of the company’s stock after selling 109 shares during the period. Addison Advisors LLC’s […]
Bfsg LLC cut its stake in shares of Rio Tinto Group (NYSE:RIO – Free Report) by 0.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 24,998 shares of the mining company’s stock after selling 222 shares during the period. Bfsg LLC’s […]
Bfsg LLC cut its position in Edwards Lifesciences Co. (NYSE:EW – Free Report) by 4.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,095 shares of the medical research company’s stock after selling 300 shares during the quarter. […]