Beta Wealth Group Inc. lessened its position in Blackstone Inc. (NYSE:BX – Free Report) by 12.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 51,051 shares of the asset manager’s stock after selling 7,495 shares during the period. Blackstone makes up 3.5% of Beta Wealth […]
Bard Financial Services Inc. lifted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 2.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 75,105 shares of the company’s stock after purchasing an additional 1,440 shares during the period. AbbVie makes up […]
Brown Advisory Inc. boosted its stake in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 0.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 72,631 shares of the asset manager’s stock after acquiring an additional 249 shares during the quarter. Brown Advisory Inc.’s holdings in BlackRock were worth $58,962,000 at the end […]
Beta Wealth Group Inc. acquired a new position in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 206 shares of the semiconductor manufacturer’s stock, valued at approximately $230,000. Several other institutional investors have also added to […]
Beta Wealth Group Inc. lowered its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 25.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,901 shares of the retailer’s stock after selling 1,000 shares during the period. Beta Wealth […]
Hilltop Holdings Inc. increased its holdings in shares of Intercontinental Exchange, Inc. (NYSE:ICE – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 24,825 shares of the financial services provider’s stock after buying an additional 679 shares […]
Beta Wealth Group Inc. increased its position in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 3.8% in the 4th quarter, HoldingsChannel.com reports. The firm owned 15,952 shares of the business services provider’s stock after acquiring an additional 584 shares during the period. Waste Management accounts for 1.5% of Beta Wealth Group Inc.’s […]
Johnson Financial Group Inc. cut its holdings in Altria Group, Inc. (NYSE:MO – Free Report) by 34.6% in the fourth quarter, HoldingsChannel reports. The firm owned 71,150 shares of the company’s stock after selling 37,709 shares during the period. Johnson Financial Group Inc.’s holdings in Altria Group were worth $2,942,000 as of its most recent […]
Cambridge Investment Research Advisors Inc. lessened its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.3% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 323,864 shares of the company’s stock after selling 4,232 shares during the period. Cambridge Investment Research Advisors Inc.’s holdings in PepsiCo were […]
TCW Group Inc. increased its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 25.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 174,891 shares of the medical research company’s stock after buying an additional 35,040 shares during the quarter. TCW Group Inc.’s holdings in Amgen were worth $50,376,000 at the end of […]
TCW Group Inc. lessened its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 9.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 224,427 shares of the software company’s stock after selling 22,556 shares during the quarter. Adobe accounts for approximately 1.5% of […]
Hanlon Investment Management Inc. lessened its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,188 shares of the company’s stock after selling 256 shares during the period. […]