SEC Filing Articles

3,792 Shares in NextEra Energy, Inc. (NYSE:NEE) Bought by Capital CS Group LLC

Capital CS Group LLC bought a new position in NextEra Energy, Inc. (NYSE:NEE) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 3,792 shares of the utilities provider’s stock, valued at approximately $293,000. A number of other institutional investors have also recently modified their […]

AbbVie Inc. (NYSE:ABBV) Holdings Decreased by Plimoth Trust Co. LLC

Plimoth Trust Co. LLC trimmed its position in AbbVie Inc. (NYSE:ABBV) by 1.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 29,899 shares of the company’s stock after selling 492 shares during the quarter. Plimoth Trust Co. LLC’s holdings in AbbVie were worth […]

Westbourne Investment Advisors Inc. Takes Position in UnitedHealth Group Incorporated (NYSE:UNH)

Westbourne Investment Advisors Inc. purchased a new stake in UnitedHealth Group Incorporated (NYSE:UNH) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 5,263 shares of the healthcare conglomerate’s stock, valued at approximately $1,846,000. UnitedHealth Group accounts for approximately 1.1% of Westbourne […]

BigSur Wealth Management LLC Has $885,000 Stake in Union Pacific Co. (NYSE:UNP)

BigSur Wealth Management LLC cut its position in shares of Union Pacific Co. (NYSE:UNP) by 1.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,252 shares of the railroad operator’s stock after selling 50 shares during the quarter. BigSur […]

UnitedHealth Group Incorporated (NYSE:UNH) Shares Sold by Focused Investors LLC

Focused Investors LLC lowered its position in UnitedHealth Group Incorporated (NYSE:UNH) by 0.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 589,500 shares of the healthcare conglomerate’s stock after selling 2,100 shares during the quarter. UnitedHealth Group makes up about 7.5% of […]

Facebook, Inc. (NASDAQ:FB) Shares Sold by Professional Advisory Services Inc.

Professional Advisory Services Inc. trimmed its stake in shares of Facebook, Inc. (NASDAQ:FB) by 12.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 75,414 shares of the social networking company’s stock after selling 10,526 shares during the period. Facebook makes up about 3.3% of Professional Advisory Services Inc.’s holdings, making the stock […]

Pendal Group Limited Increases Position in The Home Depot, Inc. (NYSE:HD)

Pendal Group Limited raised its holdings in shares of The Home Depot, Inc. (NYSE:HD) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 23,215 shares of the home improvement retailer’s stock after acquiring an additional 989 shares during the quarter. Pendal […]

TCI Wealth Advisors Inc. Sells 2,875 Shares of The Home Depot, Inc. (NYSE:HD)

TCI Wealth Advisors Inc. lessened its stake in The Home Depot, Inc. (NYSE:HD) by 29.5% during the fourth quarter, HoldingsChannel reports. The firm owned 6,868 shares of the home improvement retailer’s stock after selling 2,875 shares during the period. The Home Depot comprises approximately 0.8% of TCI Wealth Advisors Inc.’s portfolio, making the stock its […]

The Procter & Gamble Company (NYSE:PG) Shares Sold by Domani Wealth LLC

Domani Wealth LLC cut its position in shares of The Procter & Gamble Company (NYSE:PG) by 2.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 26,364 shares of the company’s stock after selling 768 shares during the quarter. The Procter & Gamble comprises […]

Plimoth Trust Co. LLC Boosts Holdings in Walmart Inc. (NYSE:WMT)

Plimoth Trust Co. LLC lifted its stake in Walmart Inc. (NYSE:WMT) by 1.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 29,012 shares of the retailer’s stock after purchasing an additional 350 shares during the period. Walmart accounts for about […]

Nwam LLC Reduces Position in Comcast Co. (NASDAQ:CMCSA)

Nwam LLC cut its holdings in shares of Comcast Co. (NASDAQ:CMCSA) by 2.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 23,765 shares of the cable giant’s stock after selling 491 shares during the quarter. Nwam LLC’s holdings in […]

Chevron Co. (NYSE:CVX) Stock Holdings Lowered by Independence Bank of Kentucky

Independence Bank of Kentucky reduced its holdings in Chevron Co. (NYSE:CVX) by 12.0% during the fourth quarter, Holdings Channel reports. The firm owned 19,760 shares of the oil and gas company’s stock after selling 2,704 shares during the period. Independence Bank of Kentucky’s holdings in Chevron were worth $1,669,000 at the end of the most […]

Comcast Co. (NASDAQ:CMCSA) Shares Purchased by Selective Wealth Management Inc.

Selective Wealth Management Inc. raised its position in Comcast Co. (NASDAQ:CMCSA) by 63.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 4,996 shares of the cable giant’s stock after buying an additional 1,940 shares during the quarter. Selective Wealth Management Inc.’s holdings in Comcast were worth $262,000 […]

salesforce.com, inc. (NYSE:CRM) Shares Sold by We Are One Seven LLC

We Are One Seven LLC reduced its position in shares of salesforce.com, inc. (NYSE:CRM) by 3.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,333 shares of the CRM provider’s stock after selling 201 shares during the quarter. We Are […]

Bridge Creek Capital Management LLC Trims Position in Alphabet Inc. (NASDAQ:GOOG)

Bridge Creek Capital Management LLC reduced its position in Alphabet Inc. (NASDAQ:GOOG) by 1.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,875 shares of the information services provider’s stock after selling 28 shares during the period. Alphabet comprises approximately 2.1% of Bridge Creek Capital Management LLC’s […]

International Assets Investment Management LLC Has $1.47 Million Stock Holdings in McDonald’s Co. (NYSE:MCD)

International Assets Investment Management LLC increased its stake in shares of McDonald’s Co. (NYSE:MCD) by 37.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 10,812 shares of the fast-food giant’s stock after buying an additional 2,949 shares during the period. International Assets Investment Management LLC’s holdings […]

Steigerwald Gordon & Koch Inc. Has $9.20 Million Stock Position in Raytheon Technologies Co. (NYSE:RTX)

Steigerwald Gordon & Koch Inc. increased its stake in shares of Raytheon Technologies Co. (NYSE:RTX) by 20.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 128,614 shares of the company’s stock after buying an additional 22,267 shares during the […]

Cadinha & Co. LLC Sells 6,901 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Cadinha & Co. LLC decreased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 41.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,700 shares of the network equipment provider’s stock after selling 6,901 shares during the period. Cadinha & Co. LLC’s holdings in […]

Adams Asset Advisors LLC Has $8.16 Million Position in AbbVie Inc. (NYSE:ABBV)

Adams Asset Advisors LLC reduced its stake in shares of AbbVie Inc. (NYSE:ABBV) by 8.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 76,169 shares of the company’s stock after selling 7,168 shares during the quarter. AbbVie accounts for 2.2% of Adams […]

Sicart Associates LLC Raises Position in Facebook, Inc. (NASDAQ:FB)

Sicart Associates LLC increased its holdings in Facebook, Inc. (NASDAQ:FB) by 5.5% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 11,154 shares of the social networking company’s stock after buying an additional 585 shares during the period. Sicart Associates LLC’s holdings in Facebook were worth $3,047,000 […]

We Are One Seven LLC Raises Position in United Parcel Service, Inc. (NYSE:UPS)

We Are One Seven LLC lifted its stake in United Parcel Service, Inc. (NYSE:UPS) by 1.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,386 shares of the transportation company’s stock after buying an additional 143 shares during the period. We […]

Newfound Research LLC Takes $132,000 Position in The Coca-Cola Company (NYSE:KO)

Newfound Research LLC acquired a new position in shares of The Coca-Cola Company (NYSE:KO) in the 4th quarter, HoldingsChannel.com reports. The fund acquired 2,398 shares of the company’s stock, valued at approximately $132,000. The Coca-Cola makes up 0.3% of Newfound Research LLC’s portfolio, making the stock its 22nd largest holding. Several other hedge funds and […]

British Airways Pensions Investment Management Ltd Sells 10,441 Shares of Costco Wholesale Co. (NASDAQ:COST)

British Airways Pensions Investment Management Ltd lessened its stake in Costco Wholesale Co. (NASDAQ:COST) by 24.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,144 shares of the retailer’s stock after selling 10,441 shares during the quarter. British Airways Pensions Investment […]

QUALCOMM Incorporated (NASDAQ:QCOM) Holdings Cut by British Airways Pensions Investment Management Ltd

British Airways Pensions Investment Management Ltd lowered its holdings in QUALCOMM Incorporated (NASDAQ:QCOM) by 20.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 148,005 shares of the wireless technology company’s stock after selling 38,837 shares during the period. QUALCOMM comprises about 0.9% […]

BigSur Wealth Management LLC Has $319,000 Stake in Deere & Company (NYSE:DE)

BigSur Wealth Management LLC boosted its holdings in Deere & Company (NYSE:DE) by 31.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,182 shares of the industrial products company’s stock after purchasing an additional 282 shares during the quarter. BigSur Wealth […]