Page 39 - Edge Wealth News Today

NewEdge Wealth LLC increased its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 9.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,687 shares of the company’s stock after purchasing an additional 6,123 shares […]

NewEdge Wealth LLC trimmed its position in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 8.1% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 196,605 shares of the company’s stock after selling 17,293 shares during the quarter. […]

NewEdge Wealth LLC increased its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 34.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 91,425 shares of the home improvement retailer’s stock after purchasing an additional 23,592 shares during […]

Janney Capital Management LLC boosted its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 80,461 shares of the company’s stock after acquiring an additional 1,084 shares during the […]

NewEdge Wealth LLC boosted its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 13.5% during the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 395,422 shares of the financial services provider’s stock after buying an additional 47,156 shares during the quarter. NewEdge […]

Northeast Investment Management bought a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 6,748 shares of the company’s stock, valued at approximately $1,433,000. Several other institutional investors and hedge funds also recently […]

Janney Capital Management LLC grew its holdings in HDFC Bank Limited (NYSE:HDB – Free Report) by 0.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 107,686 shares of the bank’s stock after acquiring an additional 196 shares during the period. Janney […]

Sowell Financial Services LLC raised its position in International Business Machines Co. (NYSE:IBM – Free Report) by 2.2% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 35,129 shares of the technology company’s stock after buying an additional 752 shares during the period. Sowell […]

NewEdge Wealth LLC raised its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 34.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 91,425 shares of the home improvement retailer’s stock after buying an additional […]

NewEdge Wealth LLC increased its stake in Visa Inc. (NYSE:V – Free Report) by 9.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 119,978 shares of the credit-card processor’s stock after purchasing an additional 10,127 shares during the quarter. Visa comprises about […]