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Janney Capital Management LLC Raises Stock Holdings in CVS Health Co. (NYSE:CVS)

Janney Capital Management LLC lifted its holdings in CVS Health Co. (NYSE:CVS – Get Rating) by 46.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,438 shares of the pharmacy operator’s stock after acquiring an additional 1,411 shares during the period. […]
United States Raymond James Wells Fargo Company Firstpurpose Wealth Health Co Jefferies Financial Group
Source: wkrb13.com

Wambolt & Associates LLC Has $468,000 Holdings in Comcast Co. (NASDAQ:CMCSA)

Wambolt & Associates LLC decreased its holdings in shares of Comcast Co. (NASDAQ:CMCSA – Get Rating) by 2.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 13,370 shares of the cable giant’s stock after selling 404 shares during the quarter. Wambolt […]
United States Cable Communications Pacer Advisors Inc Comcast Co Wambolt Associates Comcast Corp

Comcast Co. (NASDAQ:CMCSA) Shares Acquired by Sendero Wealth Management LLC

Sendero Wealth Management LLC lifted its position in shares of Comcast Co. (NASDAQ:CMCSA – Get Rating) by 12.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,280 shares of the cable giant’s stock after purchasing an additional 3,909 […]
United States Firstpurpose Wealth Exchange Commission Sendero Wealth Management Comcast Co Wells Fargo Company
Source: wkrb13.com

Clean Yield Group Takes Position in Brookfield Co. (NYSE:BN)

Clean Yield Group purchased a new stake in shares of Brookfield Co. (NYSE:BN – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 1,771 shares of the company’s stock, valued at approximately $56,000. Other hedge funds and other institutional […]
Nova Scotia Firstpurpose Wealth Jackson Square Capital Brookfield Corp Exchange Commission Jpmorgan Chase Co

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WESPAC Advisors LLC Has $202,000 Stock Holdings in CVS Health Co. (NYSE:CVS)

WESPAC Advisors LLC trimmed its stake in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 24.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,163 shares of the pharmacy operator’s stock after selling 712 shares during the quarter. WESPAC Advisors LLC’s […]
United States Raymond James Gofen Glossberg Pharmacy Services Wespac Advisors Health Price Performance
Source: wkrb13.com

6,981 Shares in Comcast Co. (NASDAQ:CMCSA) Acquired by Austin Private Wealth LLC

Austin Private Wealth LLC acquired a new stake in Comcast Co. (NASDAQ:CMCSA – Get Rating) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 6,981 shares of the cable giant’s stock, valued at approximately $244,000. Other hedge funds have also recently bought and sold shares of the company. […]
United States Wells Fargo Company Securities Exchange Commission Comcast Corp Comcast Co American National Bank

Insider Selling: nCino, Inc. (NASDAQ:NCNO) CEO Sells $265,957.41 in Stock

NCino, Inc. (NASDAQ:NCNO – Get Rating) CEO Pierre Naude sold 11,031 shares of the stock in a transaction that occurred on Thursday, April 6th. The shares were sold at an average price of $24.11, for a total value of $265,957.41. Following the transaction, the chief executive officer now owns 871,887 shares in the company, valued […]
United States Robertw Baird Pierre Naude Securities Exchange Commission Needham Company Metlife Investment Management

CVS Health Co. (NYSE:CVS) Shares Acquired by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. grew its holdings in CVS Health Co. (NYSE:CVS – Get Rating) by 4.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 8,925 shares of the pharmacy operator’s stock after buying an additional 343 shares during the quarter. Cookson Peirce & Co. Inc.’s holdings in CVS Health were […]
Raymond James Health Daily Firstpurpose Wealth Health Care Wells Fargo Company Cookson Peirce Co

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