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Linden Thomas Advisory Services LLC Makes New $265,000 Investment in Coca-Cola Consolidated, Inc. (NASDAQ:COKE)

Linden Thomas Advisory Services LLC acquired a new stake in shares of Coca-Cola Consolidated, Inc. (NASDAQ:COKE – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund acquired 285 shares of the company’s stock, valued at approximately $265,000. A number of other institutional investors have also made changes to their positions in the stock. First […]
United States Linden Thomas Advisory Services Third Bancorp Cola Consolidated Inc Covestor Ltd Fifth Third Bancorp

Alesco Advisors LLC Decreases Position in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Alesco Advisors LLC lowered its stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 970,759 shares of the company’s stock after selling 6,029 shares during the […]
Albion Financial Group First Command Advisory Services Inc Wetzel Investment Advisors Inc Vanguard Developed Markets Index Fund Investment Research Advisory Group Inc Securities Exchange Commission

KFA Private Wealth Group LLC Trims Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

KFA Private Wealth Group LLC decreased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,842 shares of the company’s stock after selling 562 shares during […]
United States New York Appleton Partners Inc Sanders Morris Harris Wealth Group Research Investment Solutions

Associated Banc (NYSE:ASB) Price Target Raised to $24.00 at Barclays

Associated Banc (NYSE:ASB – Free Report) had its price objective upped by Barclays from $22.00 to $24.00 in a research note published on Friday, Benzinga reports. They currently have an equal weight rating on the bank’s stock. ASB has been the subject of a number of other research reports. Piper Sandler boosted their target price […]
United States Raymond James Johna Utz Piper Sandler Eileena Kamerick Wells Fargo Company

Bank Julius Baer & Co. Ltd Zurich Has $997,000 Holdings in Mondelez International, Inc. (NASDAQ:MDLZ)

Bank Julius Baer & Co. Ltd Zurich lifted its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 13.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,765 shares of the company’s stock after acquiring an additional 1,615 shares during the period. Bank Julius Baer […]
United States Stifel Nicolaus Mondelez International Inc Bank Julius Baer Co Jpmorgan Chase Co Mondelez International

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O Brien Greene & Co. Inc Takes $229,000 Position in The Bank of New York Mellon Co. (NYSE:BK)

O Brien Greene & Co. Inc purchased a new stake in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) in the fourth quarter, according to its most recent 13F filing with the SEC. The fund purchased 4,391 shares of the bank’s stock, valued at approximately $229,000. A number of other […]
United States J Kevin Mccarthy Catherine Keating York Mellon Corporation Stonehage Fleming Financial Services Holdings Ltd York Mellon Co

Truist Financial Corp Has $86.33 Million Holdings in Duke Energy Co. (NYSE:DUK)

Truist Financial Corp cut its holdings in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 8.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 889,657 shares of the utilities provider’s stock after selling 83,366 shares during the quarter. Truist Financial Corp owned […]
United States Louise Renjel News Ratings For Duke Energy Daily Royal Bank Chemung Canal Trust Co Exchange Commission

Addison Advisors LLC Has $147,000 Holdings in The Interpublic Group of Companies, Inc. (NYSE:IPG)

Addison Advisors LLC boosted its holdings in shares of The Interpublic Group of Companies, Inc. (NYSE:IPG – Free Report) by 364.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,506 shares of the business services provider’s stock after acquiring an […]
Andrew Bonzani Ellen Tobi Johnson Securities Exchange Commission Wells Fargo Company Exchange Commission Quarter For Interpublic Group Of Companies

Unique Wealth Strategies LLC Makes New Investment in The Bank of New York Mellon Co. (NYSE:BK)

Unique Wealth Strategies LLC acquired a new position in shares of The Bank of New York Mellon Co. (NYSE:BK – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 14,071 shares of the bank’s stock, valued at approximately […]
United States Catherine Keating J Kevin Mccarthy York Mellon Co News Ratings For Bank Hartford Financial Management Inc

Cedar Point Capital Partners LLC Buys Shares of 4,215 Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA)

Cedar Point Capital Partners LLC bought a new stake in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,215 shares of the company’s stock, valued at approximately $202,000. Several other […]
Cedar Point Capital Partners Wetzel Investment Advisors Inc Investment Research Advisory Group Inc Orion Capital Management Exchange Commission Versant Capital Management Inc

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