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Equitable Trust Co. Has $20.21 Million Holdings in Otis Worldwide Co. (NYSE:OTIS)

Equitable Trust Co. increased its holdings in Otis Worldwide Co. (NYSE:OTIS – Free Report) by 0.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 251,687 shares of the company’s stock after acquiring an additional 151 shares during the period. Otis Worldwide comprises […]
United States Wells Fargo Company Otis Worldwide Corporation Otis Worldwide Co Nemes Rush Group Equitable Trust Co

Equitable Trust Co. Has $9.21 Million Stock Position in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB)

Equitable Trust Co. trimmed its position in iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB – Free Report) by 12.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 184,883 shares of the company’s stock after selling 25,299 shares during the quarter. […]
United States Equitable Trust Co Brown Brothers Harriman Co Indiana Trust Investment Management Company Profile Roffman Miller Associates Inc
Source: wkrb13.com

NextEra Energy, Inc. (NYSE:NEE) Stock Holdings Lifted by Equitable Trust Co.

Equitable Trust Co. raised its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 2.3% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 38,819 shares of the utilities provider’s stock after buying an additional 863 shares during the period. Equitable Trust Co.’s holdings […]
United States Nicoles Arnaboldi Nextera Energy Inc Mizuho Securities Co Alaska Permanent Fund Corp Nextera Energy

Equitable Trust Co. Sells 48,589 Shares of Skyworks Solutions, Inc. (NASDAQ:SWKS)

Equitable Trust Co. lowered its stake in shares of Skyworks Solutions, Inc. (NASDAQ:SWKS – Free Report) by 22.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 167,972 shares of the semiconductor manufacturer’s stock after selling 48,589 shares during the period. […]
United States New York South Korea Karileea Durham Robert John Terry California Public Employees Retirement System

First County Bank CT Raises Stake in KLA Co. (NASDAQ:KLAC)

First County Bank CT grew its stake in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 4.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,689 shares of the semiconductor company’s stock after purchasing an additional 65 shares during the period. First County Bank […]
Stifel Nicolaus Raymond James Company Profile Cookson Peirce Co Jensen Investment Management Inc Equitable Trust Co

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HCA Healthcare, Inc. (NYSE:HCA) is Equitable Trust Co.'s 8th Largest Position

Equitable Trust Co. decreased its stake in HCA Healthcare, Inc. (NYSE:HCA – Free Report) by 0.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 132,869 shares of the company’s stock after selling 201 shares during the period. HCA Healthcare makes up […]
United States Sanfordc Bernstein Healthcare Inc Exchange Commission Morgan Stanley Wells Fargo Company

Equitable Trust Co. Has $2.40 Million Stock Holdings in Starbucks Co. (NASDAQ:SBUX)

Equitable Trust Co. trimmed its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 4.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 26,244 shares of the coffee company’s stock after selling 1,162 shares during the period. Equitable Trust Co.’s […]
United States Rachel Ruggeri Gordon Haskett Michael Aaron Conway Piper Sandler Bank Julius Baer Co
Source: wkrb13.com

Broadcom Inc. (NASDAQ:AVGO) Shares Bought by Equitable Trust Co.

Equitable Trust Co. grew its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 8.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 3,814 shares of the semiconductor manufacturer’s stock after purchasing an additional 312 shares during the period. Equitable Trust Co.’s holdings […]
Infrastructure Software Wealth Partners Broadcom Inc Goldman Sachs Group Broadcom Company Profile Semiconductor Solutions

Invesco QQQ (NASDAQ:QQQ) Shares Sold by Equitable Trust Co.

Equitable Trust Co. cut its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 17,375 shares of the exchange traded fund’s stock after selling 557 shares during the quarter. Equitable Trust […]
Goodwin Daniel Cornerstone Advisors Miracle Mile Advisors Equitable Trust Co Wealth Advisors Exchange Commission

Security Financial Services INC. Lowers Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

Security Financial Services INC. lowered its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 1.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,786 shares of the company’s stock after selling 67 shares during the period. Security […]
New Zealand United States Asia Pacific Hughf Johnston Securities Exchange Commission Wealth Management

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