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AMG National Trust Bank Lowers Holdings in Chevron Co. (NYSE:CVX)

AMG National Trust Bank trimmed its position in shares of Chevron Co. (NYSE:CVX – Get Rating) by 19.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,703 shares of the oil and gas company’s stock after selling 10,116 shares during the […]
Rhondaj Morris Cardinal Point Wealth Management Partners Wells Fargo Company Exchange Commission Chevron Co Beck Bode

Beck Bode LLC Increases Holdings in Caterpillar Inc. (NYSE:CAT)

Beck Bode LLC grew its holdings in shares of Caterpillar Inc. (NYSE:CAT – Get Rating) by 29.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,404 shares of the industrial products company’s stock after purchasing an additional 774 shares during […]
Danielm Dickinson Cherylh Johnson William Blair Stifel Nicolaus Robertw Baird Moisand Fitzgerald Tamayo

Citizens Business Bank Has $4.10 Million Stake in Ulta Beauty, Inc. (NASDAQ:ULTA)

Citizens Business Bank decreased its position in Ulta Beauty, Inc. (NASDAQ:ULTA – Get Rating) by 29.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,748 shares of the specialty retailer’s stock after selling 3,625 shares during the quarter. Citizens Business Bank’s holdings […]
Anita Jane Ryan Mikec Smith Stifel Nicolaus Robertw Baird Securities Exchange Commission Beck Bode

Beck Bode LLC Buys Shares of 43,927 AT&T Inc. (NYSE:T)

Beck Bode LLC acquired a new stake in shares of AT&T Inc. (NYSE:T – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 43,927 shares of the technology company’s stock, valued at approximately $809,000. Other large investors have also made […]
United States Tvisit Holdingschannel T Inc Arcus Capital Partners Securities Exchange Commission Iron Horse Wealth Management

Beck Bode LLC Makes New $204,000 Investment in The Walt Disney Company (NYSE:DIS)

Beck Bode LLC purchased a new position in shares of The Walt Disney Company (NYSE:DIS – Get Rating) in the 4th quarter, Holdings Channel reports. The firm purchased 2,353 shares of the entertainment giant’s stock, valued at approximately $204,000. Several other hedge funds also recently bought and sold shares of DIS. NewSquare Capital LLC grew […]
Walt Disney Brent Woodford Securities Exchange Commission Beck Bode Holdings Channel Td Capital Management

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4,671 Shares in BlackRock Health Sciences Trust (NYSE:BME) Purchased by Beck Bode LLC

Beck Bode LLC purchased a new stake in shares of BlackRock Health Sciences Trust (NYSE:BME – Get Rating) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 4,671 shares of the company’s stock, valued at approximately $204,000. Other large investors have also made changes […]
Financial Services Group Inc Blackrock Health Sciences Blackrock Health Sciences Trust Profile Wedbush Securities Inc Guggenheim Capital Blackrock Health Sciences Trust Stock Performance

Beck Bode LLC Sells 1,912 Shares of Adobe Inc. (NASDAQ:ADBE)

Beck Bode LLC cut its stake in Adobe Inc. (NASDAQ:ADBE – Get Rating) by 56.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,460 shares of the software company’s stock after selling 1,912 shares during the period. Beck Bode […]
William Blair Scott Belsky Photoshop Lightroom Marks Garfield Polen Capital Management Charles Schwab Investment Management Inc

McDonald's Co. (NYSE:MCD) Shares Sold by Beck Bode LLC

Beck Bode LLC cut its holdings in shares of McDonald’s Co. (NYSE:MCD – Get Rating) by 65.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,235 shares of the fast-food giant’s stock after selling 6,213 shares during the period. Beck Bode LLC’s holdings in […]
United States Catherinea Hoovel Mcdonald Corp Securities Exchange Commission Legend Financial Advisors Inc Wd Rutherford
Source: wkrb13.com

Starbucks Co. (NASDAQ:SBUX) Shares Sold by Beck Bode LLC

Beck Bode LLC lowered its stake in shares of Starbucks Co. (NASDAQ:SBUX – Get Rating) by 35.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,021 shares of the coffee company’s stock after selling 1,112 shares during the period. Beck Bode […]
United States Asia Pacific Rachel Ruggeri Zabrina Jenkins Beck Bode First American Trust
Source: wkrb13.com

Desjardins Global Asset Management Inc. Sells 873 Shares of McKesson Co. (NYSE:MCK)

Desjardins Global Asset Management Inc. lessened its position in shares of McKesson Co. (NYSE:MCK – Get Rating) by 13.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,725 shares of the company’s stock after selling 873 shares during the period. Desjardins […]
Robertw Baird Nancy Avila Oppenheimer Co Mckesson Company Profile Lincoln National Corp Surgical Solutions

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