Crestone Asset Management LLC grew its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 5.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 471 shares of the healthcare conglomerate’s stock after buying an additional 24 shares during the quarter. Crestone Asset […]
Abrdn Life Sciences Investors (NYSE:HQL – Get Free Report) major shareholder Saba Capital Management, L.P. purchased 10,713 shares of the firm’s stock in a transaction that occurred on Monday, May 6th. The shares were bought at an average cost of $13.62 per share, for a total transaction of $145,911.06. Following the completion of the acquisition, […]
Akre Capital Management LLC reduced its stake in shares of Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) by 0.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,455,966 shares of the financial services provider’s stock after selling 7,906 shares during […]
AGF Management Ltd. grew its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 535.3% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 97,296 shares of the retailer’s stock after acquiring an additional 81,980 shares during the quarter. AGF Management Ltd.’s […]
Summa Corp. purchased a new position in Mastercard Incorporated (NYSE:MA – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 2,357 shares of the credit services provider’s stock, valued at approximately $1,005,000. Mastercard accounts for about 0.7% of Summa Corp.’s investment portfolio, making […]
Eudaimonia Partners LLC cut its position in Mastercard Incorporated (NYSE:MA – Free Report) by 18.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,379 shares of the credit services provider’s stock after selling 307 shares during the period. Eudaimonia Partners LLC’s holdings in Mastercard were […]
Independent Advisor Alliance decreased its position in Mastercard Incorporated (NYSE:MA – Free Report) by 0.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 23,607 shares of the credit services provider’s stock after selling 179 shares during the quarter. Independent Advisor Alliance’s holdings in […]
Marathon Capital Management increased its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,607 shares of the oil and gas company’s stock after purchasing an additional […]
American National Bank lessened its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 1.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,851 shares of the credit services provider’s stock after selling 38 shares during the quarter. American National Bank’s holdings […]
Palisade Asset Management LLC boosted its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 3.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 92,111 shares of the oil and gas company’s stock after acquiring an additional 2,821 shares […]
Taylor Hoffman Wealth Management boosted its stake in S&P Global Inc. (NYSE:SPGI – Free Report) by 4.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,119 shares of the business services provider’s stock after acquiring an additional 399 shares during the […]
Trillium Asset Management LLC trimmed its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 144,502 shares of the company’s stock after selling 3,776 shares during the period. Trillium Asset Management LLC’s holdings in Procter & Gamble were worth $21,176,000 […]