Page 3 - Firstpurpose Wealth News Today

Forum Financial Management LP increased its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 3.7% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 5,046 shares of the home improvement retailer’s stock after purchasing an additional 182 shares during the period. Forum Financial Management […]

Kavar Capital Partners Group LLC lessened its stake in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 0.5% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,742 shares of the medical instruments supplier’s stock after selling 184 shares during the […]

AR Asset Management Inc. decreased its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 0.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,661 shares of the company’s stock after selling 239 shares during the quarter. Zoetis makes up 1.6% of AR Asset […]

Corient Private Wealth LLC reduced its holdings in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 382,651 shares of the home improvement retailer’s stock after selling 3,114 shares during the quarter. Corient Private Wealth LLC […]

Corient Private Wealth LLC lifted its holdings in Becton, Dickinson and Company (NYSE:BDX – Free Report) by 0.2% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 249,290 shares of the medical instruments supplier’s stock after buying an additional 513 shares […]

Briaud Financial Planning Inc acquired a new stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 1,004 shares of the company’s stock, valued at approximately $174,000. Zoetis comprises about […]

Hartline Investment Corp raised its position in Zoetis Inc. (NYSE:ZTS – Free Report) by 0.4% during the 3rd quarter, Holdings Channel.com reports. The firm owned 25,200 shares of the company’s stock after acquiring an additional 110 shares during the quarter. Zoetis accounts for about 0.8% of Hartline Investment Corp’s investment portfolio, making the stock its […]

Klingman & Associates LLC raised its position in shares of AT&T Inc. (NYSE:T – Free Report) by 10.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,435 shares of the technology company’s stock after buying an additional 1,674 shares during the […]

CIBC Asset Management Inc cut its position in shares of AT&T Inc. (NYSE:T – Free Report) by 6.8% during the third quarter, Holdings Channel reports. The institutional investor owned 1,179,273 shares of the technology company’s stock after selling 85,580 shares during the quarter. CIBC Asset Management Inc’s holdings in AT&T were worth $17,711,000 as of […]

Eagle Global Advisors LLC trimmed its position in shares of Energy Transfer LP (NYSE:ET – Free Report) by 0.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,128,911 shares of the pipeline company’s stock after selling 24,630 shares during […]