Consolidated Planning Corp acquired a new position in shares of Wells Fargo & Company (NYSE:WFC – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 5,267 shares of the financial services provider’s stock, valued at approximately $259,000. Other hedge funds and other institutional […]
Investors Asset Management of Georgia Inc. GA ADV reduced its position in Wells Fargo & Company (NYSE:WFC) by 2.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 21,699 shares of the financial services provider’s stock after selling 527 shares during the period. Investors Asset Management of Georgia Inc. GA ADV’s holdings in Wells Fargo […]
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 […]
Ardevora Asset Management LLP cut its position in shares of Wells Fargo & Company (NYSE:WFC – Free Report) by 53.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 341,090 shares of the financial services provider’s stock after selling 392,897 shares during the period. […]
Certuity LLC increased its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 40.9% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 12,102 shares of the company’s stock after purchasing an additional 3,511 shares during the […]
Dohj LLC cut its position in Bank of America Co. (NYSE:BAC) by 15.4% during the fourth quarter, HoldingsChannel.com reports. The fund owned 46,372 shares of the financial services provider’s stock after selling 8,447 shares during the period. Dohj LLC’s holdings in Bank of America were worth $1,561,000 at the end of the most recent reporting […]
Abbrea Capital LLC lowered its stake in shares of Medtronic plc (NYSE:MDT – Free Report) by 19.9% in the fourth quarter, HoldingsChannel reports. The firm owned 4,952 shares of the medical technology company’s stock after selling 1,230 shares during the quarter. Abbrea Capital LLC’s holdings in Medtronic were worth $411,000 as of its most recent […]
Auxano Advisors LLC increased its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 1.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 17,418 shares of the entertainment giant’s stock after acquiring an additional 213 shares during the […]
Abbrea Capital LLC lessened its stake in Farmland Partners Inc. (NYSE:FPI – Free Report) by 15.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 19,070 shares of the financial services provider’s stock after selling 3,370 shares during the quarter. Abbrea Capital LLC’s holdings in Farmland Partners were […]
Schnieders Capital Management LLC trimmed its position in shares of Humana Inc. (NYSE:HUM – Free Report) by 8.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 550 shares of the insurance provider’s stock after selling 50 shares during the period. […]
Institute for Wealth Management LLC. decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,082 shares of the industrial products company’s stock after selling 55 shares during the quarter. […]
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 […]