Skip to content
ReportWire

Breaking News & Top Current Stories – Latest US News and News from Around the World

Tag: Institutional Investor Holdings

Hills Bank & Trust Co Increases Stake in Ameriprise Financial, Inc. (NYSE:AMP)

Hills Bank & Trust Co Increases Stake in Ameriprise Financial, Inc. (NYSE:AMP)

April 27, 2023April 27, 2023 · Banking

Hills Bank & Trust Co boosted its holdings in shares of Ameriprise Financial, Inc. (NYSE:AMP – Get Rating) by 21.9% during the 4th quarter, Holdings Channel reports. The…

Read more Hills Bank & Trust Co Increases Stake in Ameriprise Financial, Inc. (NYSE:AMP)
Harvest Fund Management Co. Ltd Has 6,000 Stock Holdings in Honeywell International Inc. (NASDAQ:HON)

Harvest Fund Management Co. Ltd Has $426,000 Stock Holdings in Honeywell International Inc. (NASDAQ:HON)

April 25, 2023April 25, 2023 · Banking

Harvest Fund Management Co. Ltd raised its stake in shares of Honeywell International Inc. (NASDAQ:HON – Get Rating) by 68.2% during the fourth quarter, according to its most…

Read more Harvest Fund Management Co. Ltd Has $426,000 Stock Holdings in Honeywell International Inc. (NASDAQ:HON)
Goldstein Advisors LLC Makes New 6,000 Investment in Raytheon Technologies Co. (NYSE:RTX)

Goldstein Advisors LLC Makes New $836,000 Investment in Raytheon Technologies Co. (NYSE:RTX)

April 24, 2023April 24, 2023 · Banking

Goldstein Advisors LLC acquired a new stake in Raytheon Technologies Co. (NYSE:RTX – Get Rating) during the 4th quarter, according to its most recent Form 13F filing with…

Read more Goldstein Advisors LLC Makes New $836,000 Investment in Raytheon Technologies Co. (NYSE:RTX)
ProShare Advisors LLC Sells 2,143 Shares of HCA Healthcare, Inc. (NYSE:HCA)

ProShare Advisors LLC Sells 2,143 Shares of HCA Healthcare, Inc. (NYSE:HCA)

April 22, 2023April 22, 2023 · Banking

ProShare Advisors LLC decreased its holdings in shares of HCA Healthcare, Inc. (NYSE:HCA – Get Rating) by 6.5% in the 4th quarter, according to its most recent Form…

Read more ProShare Advisors LLC Sells 2,143 Shares of HCA Healthcare, Inc. (NYSE:HCA)
Janney Montgomery Scott LLC Decreases Stake in Nutrien Ltd. (NYSE:NTR)

Janney Montgomery Scott LLC Decreases Stake in Nutrien Ltd. (NYSE:NTR)

April 21, 2023April 21, 2023 · Banking

Janney Montgomery Scott LLC lowered its holdings in Nutrien Ltd. (NYSE:NTR – Get Rating) by 21.5% in the 4th quarter, according to its most recent Form 13F filing…

Read more Janney Montgomery Scott LLC Decreases Stake in Nutrien Ltd. (NYSE:NTR)
Meritage Portfolio Management Decreases Stake in Altria Group, Inc. (NYSE:MO)

Meritage Portfolio Management Decreases Stake in Altria Group, Inc. (NYSE:MO)

April 19, 2023April 19, 2023 · Banking

Meritage Portfolio Management cut its holdings in shares of Altria Group, Inc. (NYSE:MO – Get Rating) by 82.7% during the 4th quarter, according to the company in its…

Read more Meritage Portfolio Management Decreases Stake in Altria Group, Inc. (NYSE:MO)
Kestra Advisory Services LLC Decreases Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

Kestra Advisory Services LLC Decreases Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

April 15, 2023April 15, 2023 · Banking

Kestra Advisory Services LLC lowered its stake in shares of Amgen Inc. (NASDAQ:AMGN – Get Rating) by 14.8% during the fourth quarter, Holdings Channel reports. The institutional investor…

Read more Kestra Advisory Services LLC Decreases Stock Holdings in Amgen Inc. (NASDAQ:AMGN)
Geneos Wealth Management Inc. Grows Stock Position in Palantir Technologies Inc. (NYSE:PLTR)

Geneos Wealth Management Inc. Grows Stock Position in Palantir Technologies Inc. (NYSE:PLTR)

April 14, 2023April 14, 2023 · Banking

Geneos Wealth Management Inc. lifted its holdings in shares of Palantir Technologies Inc. (NYSE:PLTR – Get Rating) by 2.1% in the fourth quarter, according to the company in…

Read more Geneos Wealth Management Inc. Grows Stock Position in Palantir Technologies Inc. (NYSE:PLTR)
Bernardo Wealth Planning LLC Reduces Stake in Abbott Laboratories (NYSE:ABT)

Bernardo Wealth Planning LLC Reduces Stake in Abbott Laboratories (NYSE:ABT)

April 11, 2023April 11, 2023 · Banking

Bernardo Wealth Planning LLC trimmed its stake in Abbott Laboratories (NYSE:ABT – Get Rating) by 8.2% during the fourth quarter, Holdings Channel reports. The fund owned 2,400 shares…

Read more Bernardo Wealth Planning LLC Reduces Stake in Abbott Laboratories (NYSE:ABT)
7,575 Shares in iShares U.S. Technology ETF (NYSEARCA:IYW) Purchased by Baker Tilly Wealth Management LLC

7,575 Shares in iShares U.S. Technology ETF (NYSEARCA:IYW) Purchased by Baker Tilly Wealth Management LLC

April 9, 2023April 9, 2023 · Banking

Baker Tilly Wealth Management LLC acquired a new stake in iShares U.S. Technology ETF (NYSEARCA:IYW – Get Rating) in the 4th quarter, according to the company in its…

Read more 7,575 Shares in iShares U.S. Technology ETF (NYSEARCA:IYW) Purchased by Baker Tilly Wealth Management LLC
Eli Lilly and Company (NYSE:LLY) Position Decreased by Strategic Blueprint LLC

Eli Lilly and Company (NYSE:LLY) Position Decreased by Strategic Blueprint LLC

April 7, 2023April 7, 2023 · Banking

Strategic Blueprint LLC reduced its holdings in Eli Lilly and Company (NYSE:LLY – Get Rating) by 8.3% during the fourth quarter, according to its most recent filing with…

Read more Eli Lilly and Company (NYSE:LLY) Position Decreased by Strategic Blueprint LLC
Whittier Trust Co. Cuts Stock Position in PayPal Holdings, Inc. (NASDAQ:PYPL)

Whittier Trust Co. Cuts Stock Position in PayPal Holdings, Inc. (NASDAQ:PYPL)

April 6, 2023April 6, 2023 · Banking

Whittier Trust Co. trimmed its position in PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 24.0% during the fourth quarter, according to the company in its most recent…

Read more Whittier Trust Co. Cuts Stock Position in PayPal Holdings, Inc. (NASDAQ:PYPL)
Diversified Portfolios Inc. Lowers Stake in Comcast Co. (NASDAQ:CMCSA)

Diversified Portfolios Inc. Lowers Stake in Comcast Co. (NASDAQ:CMCSA)

April 2, 2023April 2, 2023 · Banking

Diversified Portfolios Inc. trimmed its holdings in shares of Comcast Co. (NASDAQ:CMCSA – Get Rating) by 37.1% during the fourth quarter, according to the company in its most…

Read more Diversified Portfolios Inc. Lowers Stake in Comcast Co. (NASDAQ:CMCSA)
Pfizer Inc. (NYSE:PFE) Shares Sold by Grandfield & Dodd LLC

Pfizer Inc. (NYSE:PFE) Shares Sold by Grandfield & Dodd LLC

March 30, 2023March 30, 2023 · Banking

Grandfield & Dodd LLC reduced its stake in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 3.7% in the 4th quarter, according to its most recent disclosure…

Read more Pfizer Inc. (NYSE:PFE) Shares Sold by Grandfield & Dodd LLC
Kestra Advisory Services LLC Decreases Stock Holdings in Amgen Inc. (NASDAQ:AMGN)

Amgen Inc. (NASDAQ:AMGN) Shares Sold by Plimoth Trust Co. LLC

March 27, 2023March 27, 2023 · Banking

Plimoth Trust Co. LLC lowered its position in Amgen Inc. (NASDAQ:AMGN – Get Rating) by 3.7% during the 4th quarter, according to its most recent disclosure with the…

Read more Amgen Inc. (NASDAQ:AMGN) Shares Sold by Plimoth Trust Co. LLC
Scott Capital Advisors LLC Buys Shares of 6,382 Bank of America Co. (NYSE:BAC)

Scott Capital Advisors LLC Buys Shares of 6,382 Bank of America Co. (NYSE:BAC)

March 26, 2023March 26, 2023 · Banking

Scott Capital Advisors LLC bought a new stake in Bank of America Co. (NYSE:BAC) during the 4th quarter, according to the company in its most recent Form 13F…

Read more Scott Capital Advisors LLC Buys Shares of 6,382 Bank of America Co. (NYSE:BAC)
Congress Asset Management Co. MA Buys 22,611 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Congress Asset Management Co. MA Buys 22,611 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

March 25, 2023March 25, 2023 · Banking

Congress Asset Management Co. MA grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 8.9% during the 4th quarter, HoldingsChannel reports. The firm owned 275,317…

Read more Congress Asset Management Co. MA Buys 22,611 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)
Stillwater Capital Advisors LLC Raises Stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Stillwater Capital Advisors LLC Raises Stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

March 22, 2023March 22, 2023 · Banking

Stillwater Capital Advisors LLC raised its stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Get Rating) by 1.0% in the 4th quarter, according to the company in…

Read more Stillwater Capital Advisors LLC Raises Stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)
Congress Asset Management Co. MA Buys 22,611 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Addenda Capital Inc.

March 21, 2023March 21, 2023 · Banking

Addenda Capital Inc. lessened its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Get Rating) by 1.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 119,695 shares of…

Read more Cisco Systems, Inc. (NASDAQ:CSCO) Shares Sold by Addenda Capital Inc.
23,470 Shares in Meta Platforms, Inc. (NASDAQ:META) Bought by Accuvest Global Advisors

23,470 Shares in Meta Platforms, Inc. (NASDAQ:META) Bought by Accuvest Global Advisors

March 20, 2023March 20, 2023 · Banking

Accuvest Global Advisors bought a new position in Meta Platforms, Inc. (NASDAQ:META – Get Rating) during the 4th quarter, according to its most recent disclosure with the Securities…

Read more 23,470 Shares in Meta Platforms, Inc. (NASDAQ:META) Bought by Accuvest Global Advisors
© 2026 . All rights reserved.