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Franklin Resources Inc. Has $1.10 Billion Stake in Tesla, Inc. (NASDAQ:TSLA)

Franklin Resources Inc. cut its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 1.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,440,335 shares of the electric vehicle producer’s stock after selling 67,009 shares during the period. Franklin Resources Inc. […]
United States Robynm Denholm Edward Jones Sanfordc Bernstein Franklin Resources Inc Tesla Company Profile

Western Pacific Wealth Management LP Trims Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Western Pacific Wealth Management LP reduced its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 9.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,561 shares of the company’s stock after selling 160 shares during the quarter. Western Pacific Wealth […]
United States New Zealand Asia Pacific Ramkumar Krishnan Pepsico Inc M Kohn Company

Berkeley Capital Partners LLC Sells 4,846 Shares of Verizon Communications Inc. (NYSE:VZ)

Berkeley Capital Partners LLC cut its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 8.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 55,115 shares of the cell phone carrier’s stock after selling 4,846 shares during […]
United States Redburn Atlantic Raymond James Quest Partners Securities Exchange Commission Verizon Communications Inc

AWM Capital LLC Makes New Investment in NIKE, Inc. (NYSE:NKE)

AWM Capital LLC purchased a new position in shares of NIKE, Inc. (NYSE:NKE – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The firm purchased 1,913 shares of the footwear maker’s stock, valued at approximately $208,000. A number of other large investors have also recently bought and sold […]
Markg Parker Robertw Baird Jack Purcell Moniques Matheson Chuck Taylor Nike Inc

Columbia Asset Management Sells 1,062 Shares of FedEx Co. (NYSE:FDX)

Columbia Asset Management lowered its holdings in shares of FedEx Co. (NYSE:FDX – Free Report) by 41.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,522 shares of the shipping service provider’s stock after selling 1,062 shares during the period. Columbia Asset Management’s holdings in FedEx were […]
United States Sriram Krishnasamy Frederickw Smith Fedex Co Paribas Asset Management Holding Quest Partners

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The TJX Companies, Inc. (NYSE:TJX) Shares Sold by Wealth Dimensions Group Ltd.

Wealth Dimensions Group Ltd. decreased its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 3.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,903 shares of the apparel and home fashions retailer’s stock after […]
United States Redburn Atlantic Louise Greenlees Ernie Herrman Nemes Rush Group Exchange Commission

Verdad Advisers LP Invests $1.20 Million in iShares Russell 2000 ETF (NYSEARCA:IWM)

Verdad Advisers LP bought a new position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 6,000 shares of the exchange traded fund’s stock, valued at approximately $1,204,000. iShares […]
United States Assetmark Inc Creativeone Wealth Davis Rm Inc Exchange Commission Verdad Advisers

CreativeOne Wealth LLC Increases Stock Holdings in NIKE, Inc. (NYSE:NKE)

CreativeOne Wealth LLC boosted its stake in NIKE, Inc. (NYSE:NKE – Free Report) by 16.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 20,542 shares of the footwear maker’s stock after buying an additional 2,846 shares during the quarter. CreativeOne Wealth LLC’s holdings in […]
Chuck Taylor Markg Parker Jack Purcell Sanfordc Bernstein Piper Sandler Moniques Matheson

Edgar Lomax Co. VA Has $70.57 Million Position in General Dynamics Co. (NYSE:GD)

Edgar Lomax Co. VA lessened its stake in General Dynamics Co. (NYSE:GD – Free Report) by 3.7% in the fourth quarter, HoldingsChannel reports. The firm owned 271,753 shares of the aerospace company’s stock after selling 10,375 shares during the period. General Dynamics makes up approximately 4.6% of Edgar Lomax Co. VA’s holdings, making the stock […]
Pheben Novakovic Jpmorgan Chase Co Royal Bank Assetmark Inc Jefferies Financial Group Bard Financial Services Inc

CreativeOne Wealth LLC Has $2.25 Million Stake in Texas Instruments Incorporated (NASDAQ:TXN)

CreativeOne Wealth LLC lowered its position in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 11.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,197 shares of the semiconductor company’s stock after selling 1,753 shares during the quarter. CreativeOne Wealth […]
United States Richardk Templeton Pamelah Patsley Harbour Investments Inc Morgan Stanley Texas Instruments Incorporated

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