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Schear Investment Advisers LLC Has $2.24 Million Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)
Schear Investment Advisers LLC grew its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.7% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 4,255 shares... More of this article »
Institute for Wealth Management LLC. Sells 485 Shares of CSX Co. (NASDAQ:CSX)
Institute for Wealth Management LLC. trimmed its stake in CSX Co. (NASDAQ:CSX – Free Report) by 0.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 72,472 shares... More of this article »
John G Ullman & Associates Inc. Sells 5,215 Shares of Intel Co. (NASDAQ:INTC)
John G Ullman & Associates Inc. cut its holdings in Intel Co. (NASDAQ:INTC – Free Report) by 1.6% during the 4th quarter, HoldingsChannel reports. The fund owned 319,631 shares of the chip maker’s stock after selling... More of this article »
John G Ullman & Associates Inc. Raises Holdings in Bristol-Myers Squibb (NYSE:BMY)
John G Ullman & Associates Inc. grew its holdings in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 1.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional... More of this article »
Vanguard Real Estate ETF (NYSEARCA:VNQ) Stock Holdings Increased by Institute for Wealth Management LLC.
Institute for Wealth Management LLC. lifted its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 38.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission... More of this article »
Institute for Wealth Management LLC. Grows Stake in Morgan Stanley (NYSE:MS)
Institute for Wealth Management LLC. boosted its position in shares of Morgan Stanley (NYSE:MS – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Resonant Capital Advisors LLC Has $3.14 Million Stake in American Express (NYSE:AXP)
Resonant Capital Advisors LLC decreased its position in American Express (NYSE:AXP – Free Report) by 7.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Resonant Capital Advisors LLC Sells 1,677 Shares of Chevron Co. (NYSE:CVX)
Resonant Capital Advisors LLC decreased its holdings in Chevron Co. (NYSE:CVX – Free Report) by 5.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned... More of this article »
Cutler Investment Counsel LLC Buys 4,803 Shares of AT&T Inc. (NYSE:T)
Cutler Investment Counsel LLC lifted its stake in AT&T Inc. (NYSE:T – Free Report) by 23.4% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 25,335... More of this article »
Beaumont Financial Advisors LLC Sells 266 Shares of Meta Platforms, Inc. (NASDAQ:META)
Beaumont Financial Advisors LLC lessened its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
American Tower Co. (NYSE:AMT) Stock Holdings Raised by John G Ullman & Associates Inc.
John G Ullman & Associates Inc. raised its stake in American Tower Co. (NYSE:AMT – Free Report) by 17.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 30,821 shares of the real estate... More of this article »
John G Ullman & Associates Inc. Has $13.82 Million Stake in Schlumberger Limited (NYSE:SLB)
John G Ullman & Associates Inc. lessened its holdings in Schlumberger Limited (NYSE:SLB – Free Report) by 2.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities &... More of this article »
John G Ullman & Associates Inc. Cuts Stock Holdings in Honeywell International Inc. (NASDAQ:HON)
John G Ullman & Associates Inc. trimmed its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 2.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities... More of this article »