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Liberty Wealth Management LLC Invests $3.66 Million in Chevron Co. (NYSE:CVX)

Liberty Wealth Management LLC purchased a new position in Chevron Co. (NYSE:CVX – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm purchased 22,289 shares of the oil and gas company’s stock, valued at approximately $3,657,000. Several other hedge funds and other institutional investors have also […]

United-states
Raymond-james
Chevron-co
Moneta-group-investment-advisors
Morgan-stanley
Norges-bank
Franklin-resources-inc
Charles-schwab-investment-management-inc
Chevron-corporation
Scotiabank
Liberty-wealth-management
Jpmorgan-chase-co

Soltis Investment Advisors LLC Buys Shares of 1,076 Union Pacific Co. (NYSE:UNP)

Soltis Investment Advisors LLC bought a new stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 1,076 shares of the railroad operator’s stock, valued at approximately $217,000. Several other hedge funds have also bought […]

United-states
Canada
America
Sanfordc-bernstein
Soltis-investment-advisors
Royal-bank
Vista-capital-partners-inc
Quarter-for-union-pacific
W-cole-advisors-inc
Union-pacific-announces-dividend
Alphastar-capital-management

Pinnacle Wealth Planning Services Inc. Has $731,000 Stake in The Boeing Company (NYSE:BA)

Pinnacle Wealth Planning Services Inc. Has $731,000 Stake in The Boeing Company (NYSE:BA)
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Howarde-mckenzie
Exchange-commission
Symphony-financial-ltd
Krilogy-financial
Credit-suisse-group
Global-services
Presidio-capital-management
Jpmorgan-chase-co
Boeing
Liberty-wealth-management
Pinnacle-wealth-planning-services-inc

Liberty Wealth Management LLC Acquires New Holdings in Pfizer Inc. (NYSE:PFE)

Liberty Wealth Management LLC bought a new position in shares of Pfizer Inc. (NYSE:PFE – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 6,430 shares of the biopharmaceutical company’s stock, valued at approximately $263,000. Several other large […]

United-states
America
Scott-gottlieb
Pfizer
Liberty-wealth-management
Securities-exchange-commission
Credit-suisse-group
Mackenzie-financial-corp
Ironwood-wealth-management
Pfizer-inc
Morgan-stanley
Rb-capital-management

Klingman & Associates LLC Grows Stock Position in The Coca-Cola Company (NYSE:KO)

Klingman & Associates LLC lifted its stake in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 4.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,671 shares of the company’s stock after purchasing an additional 259 shares during the […]

Manuel-arroyo
Beatrizr-perez
Klingman-associates
Exchange-commission
Cola-company
Bahl-gaynor-inc
Wealth-management
Barclays
W-cole-advisors-inc
Associates-corp
Citigroup
Liberty-wealth-management

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