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Image for Independent Advisor Alliance Sells 1,045 Shares of The Boeing Company (NYSE:BA)

Independent Advisor Alliance Sells 1,045 Shares of The Boeing Company (NYSE:BA)

Independent Advisor Alliance decreased its position in shares of The Boeing Company (NYSE:BA – Free Report) by 3.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The... More of this article »
Image for UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Robeco Institutional Asset Management B.V.

UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. lessened its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 23.1% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for American Express (NYSE:AXP) Shares Purchased by Independent Advisor Alliance

American Express (NYSE:AXP) Shares Purchased by Independent Advisor Alliance

Independent Advisor Alliance boosted its holdings in shares of American Express (NYSE:AXP) by 2.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 34,534 shares of the payment services company’s stock after... More of this article »
Image for Brown Advisory Inc. Has $302.25 Million Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)

Brown Advisory Inc. Has $302.25 Million Stock Holdings in The Charles Schwab Co. (NYSE:SCHW)

Brown Advisory Inc. increased its position in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 24.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,393,223... More of this article »
Image for AMG National Trust Bank Sells 219 Shares of The Procter & Gamble Company (NYSE:PG)

AMG National Trust Bank Sells 219 Shares of The Procter & Gamble Company (NYSE:PG)

AMG National Trust Bank reduced its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Invesco QQQ (NASDAQ:QQQ) Stock Holdings Lifted by AMG National Trust Bank

Invesco QQQ (NASDAQ:QQQ) Stock Holdings Lifted by AMG National Trust Bank

AMG National Trust Bank raised its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 6.1% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by AMG National Trust Bank

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by AMG National Trust Bank

AMG National Trust Bank decreased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 2.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned... More of this article »
Image for Missouri Trust & Investment Co Cuts Stock Position in McDonald’s Co. (NYSE:MCD)

Missouri Trust & Investment Co Cuts Stock Position in McDonald’s Co. (NYSE:MCD)

Missouri Trust & Investment Co trimmed its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 3.8% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,174 shares of the fast-food giant’s... More of this article »
Image for The Coca-Cola Company (NYSE:KO) Shares Acquired by Windle Wealth LLC

The Coca-Cola Company (NYSE:KO) Shares Acquired by Windle Wealth LLC

Windle Wealth LLC increased its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 1.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Main Street Financial Solutions LLC Cuts Position in Chubb Limited (NYSE:CB)

Main Street Financial Solutions LLC Cuts Position in Chubb Limited (NYSE:CB)

Main Street Financial Solutions LLC lowered its holdings in Chubb Limited (NYSE:CB – Free Report) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Robeco Institutional Asset Management B.V. Sells 192,426 Shares of Mastercard Incorporated (NYSE:MA)

Robeco Institutional Asset Management B.V. Sells 192,426 Shares of Mastercard Incorporated (NYSE:MA)

Robeco Institutional Asset Management B.V. decreased its position in Mastercard Incorporated (NYSE:MA – Free Report) by 28.3% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Robeco Institutional Asset Management B.V. Has $392.53 Million Stake in Meta Platforms, Inc. (NASDAQ:META)

Robeco Institutional Asset Management B.V. Has $392.53 Million Stake in Meta Platforms, Inc. (NASDAQ:META)

Robeco Institutional Asset Management B.V. decreased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 42.5% during the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Purchased by Main Street Financial Solutions LLC

Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Purchased by Main Street Financial Solutions LLC

Main Street Financial Solutions LLC boosted its position in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 0.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned... More of this article »
Image for Summit X LLC Buys 572 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

Summit X LLC Buys 572 Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD)

Summit X LLC lifted its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 11.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 5,476 shares of the semiconductor... More of this article »
Image for Lowe’s Companies, Inc. (NYSE:LOW) Shares Bought by Arjuna Capital

Lowe’s Companies, Inc. (NYSE:LOW) Shares Bought by Arjuna Capital

Arjuna Capital raised its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 4.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,862... More of this article »
Image for Independent Advisor Alliance Buys 1,718 Shares of Adobe Inc. (NASDAQ:ADBE)

Independent Advisor Alliance Buys 1,718 Shares of Adobe Inc. (NASDAQ:ADBE)

Independent Advisor Alliance lifted its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 13.2% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for AMG National Trust Bank Sells 470 Shares of American Express (NYSE:AXP)

AMG National Trust Bank Sells 470 Shares of American Express (NYSE:AXP)

AMG National Trust Bank lowered its stake in shares of American Express (NYSE:AXP – Free Report) by 1.8% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 25,500 shares of the payment services... More of this article »
Image for International Business Machines Co. (NYSE:IBM) Shares Sold by Verity Asset Management Inc.

International Business Machines Co. (NYSE:IBM) Shares Sold by Verity Asset Management Inc.

Verity Asset Management Inc. lowered its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 0.5% during the fourth quarter, according to the company in its most recent Form 13F filing with... More of this article »
Image for SPDR Gold Shares (NYSEARCA:GLD) Shares Bought by Independent Advisor Alliance

SPDR Gold Shares (NYSEARCA:GLD) Shares Bought by Independent Advisor Alliance

Independent Advisor Alliance lifted its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 32.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Missouri Trust & Investment Co Buys 2,210 Shares of Oracle Co. (NYSE:ORCL)

Missouri Trust & Investment Co Buys 2,210 Shares of Oracle Co. (NYSE:ORCL)

Missouri Trust & Investment Co boosted its holdings in Oracle Co. (NYSE:ORCL – Free Report) by 18.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for Missouri Trust & Investment Co Purchases 2,012 Shares of Merck & Co., Inc. (NYSE:MRK)

Missouri Trust & Investment Co Purchases 2,012 Shares of Merck & Co., Inc. (NYSE:MRK)

Missouri Trust & Investment Co grew its position in Merck & Co., Inc. (NYSE:MRK – Free Report) by 24.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned... More of this article »
Image for iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Purchased by AMG National Trust Bank

iShares Russell 1000 Growth ETF (NYSEARCA:IWF) Shares Purchased by AMG National Trust Bank

AMG National Trust Bank raised its holdings in iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.1% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 135,950 shares of the... More of this article »
Image for AMG National Trust Bank Sells 2,759 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

AMG National Trust Bank Sells 2,759 Shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN)

AMG National Trust Bank decreased its stake in shares of iShares Russell 2000 Value ETF (NYSEARCA:IWN – Free Report) by 0.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 318,613 shares... More of this article »
Image for Windle Wealth LLC Sells 508 Shares of Chevron Co. (NYSE:CVX)

Windle Wealth LLC Sells 508 Shares of Chevron Co. (NYSE:CVX)

Windle Wealth LLC trimmed its stake in Chevron Co. (NYSE:CVX – Free Report) by 1.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 37,669 shares of the oil and gas company’s stock after selling... More of this article »
Image for Marathon Capital Management Trims Stock Position in Chevron Co. (NYSE:CVX)

Marathon Capital Management Trims Stock Position in Chevron Co. (NYSE:CVX)

Marathon Capital Management trimmed its stake in Chevron Co. (NYSE:CVX – Free Report) by 0.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »