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Adero Partners LLC Acquires 896 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Adero Partners LLC increased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 44.3% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,919 shares of the company’s stock after purchasing an additional 896 shares during the period. Adero Partners LLC’s […]

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Manhattan West Asset Management LLC Sells 4,876 Shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

Manhattan West Asset Management LLC lessened its stake in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 42.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 6,675 shares of the company’s stock after selling 4,876 shares during the period. Manhattan West Asset […]

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Dorsey & Whitney Trust CO LLC Reduces Stock Position in Eli Lilly and Company (NYSE:LLY)

Dorsey & Whitney Trust CO LLC reduced its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 4.3% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 36,494 shares of the company’s stock after selling 1,641 shares during the quarter. Eli Lilly and Company accounts for approximately 1.6% of Dorsey & Whitney […]

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Tradition Wealth Management LLC Boosts Stake in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Tradition Wealth Management LLC boosted its stake in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 868.5% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 220,453 shares of the company’s stock after purchasing an additional 197,691 shares during the period. […]

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Eli Lilly and Company (NYSE:LLY) Shares Acquired by TFO Wealth Partners LLC

TFO Wealth Partners LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 51,388.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,634 shares of the company’s stock after acquiring an additional 4,625 shares during the quarter. […]

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Avestar Capital LLC Boosts Holdings in iShares International Equity Factor ETF (NYSEARCA:INTF)

Avestar Capital LLC raised its stake in iShares International Equity Factor ETF (NYSEARCA:INTF – Free Report) by 34.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 43,325 shares of the company’s stock after acquiring an additional 11,179 shares during […]

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Lcnb Corp Reduces Holdings in Eli Lilly and Company (NYSE:LLY)

Lcnb Corp trimmed its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,285 shares of the company’s stock after selling 46 shares during the period. Lcnb Corp’s holdings […]

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Journey Advisory Group LLC Has $9.97 Million Stock Holdings in Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO)

Journey Advisory Group LLC boosted its holdings in shares of Schwab Short-Term U.S. Treasury ETF (NYSEARCA:SCHO – Free Report) by 10.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 205,855 shares of the company’s stock after purchasing an additional 19,343 […]

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Journey Advisory Group LLC Decreases Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Journey Advisory Group LLC reduced its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,408 shares of the company’s stock after selling 280 shares during the quarter. Journey Advisory Group LLC’s holdings […]

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Jensen Investment Management Inc. Has $819.37 Million Position in PepsiCo, Inc. (NASDAQ:PEP)

Jensen Investment Management Inc. trimmed its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 4,824,344 shares of the company’s stock after selling 103,478 shares during the period. PepsiCo comprises approximately 6.2% of […]

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