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Wedbush Securities Inc. Has $2.45 Million Stake in Phillips 66 (NYSE:PSX)

Wedbush Securities Inc. raised its stake in Phillips 66 (NYSE:PSX – Free Report) by 11.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 24,154 shares of the oil and gas company’s stock after buying an additional 2,433 shares during the quarter. Wedbush […]
United Kingdom United States Brian Mandell Kevinj Mitchell Cypress Capital Group Morgan Stanley

Equitable Trust Co. Decreases Stock Holdings in AbbVie Inc. (NYSE:ABBV)

Equitable Trust Co. trimmed its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 1.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,338 shares of the company’s stock after selling 398 shares during the period. Equitable Trust Co.’s […]
Venclexta Venclyxto Richarda Gonzalez William Blair Sax Wealth Advisors Kistler Tiffany Companies Goepper Burkhardt
Source: wkrb13.com

Equitable Trust Co. Raises Stock Position in DexCom, Inc. (NASDAQ:DXCM)

Equitable Trust Co. boosted its position in shares of DexCom, Inc. (NASDAQ:DXCM – Free Report) by 3.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 19,304 shares of the medical device company’s stock after acquiring an additional 620 shares during the period. […]
United States Steven Robert Pacelli Shelly Ramasamy Selvaraj Stifel Nicolaus Robertw Baird Financial Management Inc

Equitable Trust Co. Lowers Holdings in Goosehead Insurance, Inc (NASDAQ:GSHD)

Equitable Trust Co. lessened its stake in Goosehead Insurance, Inc (NASDAQ:GSHD – Free Report) by 10.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,421 shares of the company’s stock after selling 1,809 shares during the period. Equitable Trust Co.’s […]
United States Piper Sandler Desiree Coleman Mark Evan Jones Wasatch Advisors Inc Goosehead Insurance Inc
Source: wkrb13.com

Equitable Trust Co. Sells 43 Shares of Texas Pacific Land Co. (NYSE:TPL)

Equitable Trust Co. decreased its holdings in shares of Texas Pacific Land Co. (NYSE:TPL – Free Report) by 3.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,382 shares of the financial services provider’s stock after selling 43 shares during […]
United States Stifel Nicolaus Securities Exchange Commission Hunter Associates Investment Management Harvest Fund Management Co Barclays Plc
Source: wkrb13.com

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FineMark National Bank & Trust Buys 2,099 Shares of Phillips 66 (NYSE:PSX)

FineMark National Bank & Trust increased its stake in shares of Phillips 66 (NYSE:PSX – Free Report) by 51.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,150 shares of the oil and gas company’s stock after acquiring an […]
United States United Kingdom Goldman Sachs Group Oppenheimer Co Exchange Commission Wells Fargo Company

Equitable Trust Co. Has $740,000 Position in 3M (NYSE:MMM)

Equitable Trust Co. boosted its stake in shares of 3M (NYSE:MMM – Free Report) by 21.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,043 shares of the conglomerate’s stock after purchasing an additional 1,243 shares during the […]
United States Khandpurk Ashish Markel Corp M Company Securities Exchange Commission Axiom Financial Strategies

Equitable Trust Co. Has $881,000 Stake in International Business Machines Co. (NYSE:IBM)

Equitable Trust Co. lifted its position in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 6.3% in the 1st quarter, Holdings Channel reports. The institutional investor owned 6,720 shares of the technology company’s stock after purchasing an additional 400 shares during the quarter. Equitable Trust Co.’s holdings in International Business Machines were […]
Stifel Nicolaus First Command Advisory Services Inc International Business Machines Morgan Stanley Red Tortoise Equitable Trust Co
Source: wkrb13.com

International Business Machines Co. (NYSE:IBM) Shares Purchased by Equitable Trust Co.

Equitable Trust Co. grew its stake in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 6.3% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,720 shares of the technology company’s stock after purchasing an additional 400 […]
United States Stifel Nicolaus Morgan Stanley Norges Bank International Business Machines International Business Machines Company Profile

Equitable Trust Co. Sells 166 Shares of Vanguard ESG US Stock ETF (BATS:ESGV)

Equitable Trust Co. decreased its stake in Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) by 0.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 31,041 shares of the company’s stock after selling 166 shares during the period. […]
United States Ahrens Investment Partners Soundwatch Capital Equitable Trust Co Exchange Commission Carmel Capital Partners
Source: wkrb13.com

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