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Financial Strategies Group Inc. Buys 6,373 Shares of Exxon Mobil Co. (NYSE:XOM)

Financial Strategies Group Inc. boosted its stake in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 21.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 36,430 shares of the oil and gas company’s stock after […]
United States Zurcher Kantonalbank Zurich Cantonalbank Darrinl Talley Piper Sandler Redburn Atlantic Exxon Mobil

West Paces Advisors Inc. Boosts Stock Holdings in Visa Inc. (NYSE:V)

West Paces Advisors Inc. boosted its position in shares of Visa Inc. (NYSE:V – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,981 shares of the credit-card processor’s stock after buying an additional 97 shares […]
United States Rajat Taneja Vvisit Holdingschannel Ryan Mcinerney Royal Bank Visa Inc

West Paces Advisors Inc. Buys 97 Shares of Visa Inc. (NYSE:V)

West Paces Advisors Inc. raised its stake in Visa Inc. (NYSE:V – Free Report) by 3.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 2,981 shares of the credit-card processor’s stock after purchasing an additional 97 shares during the quarter. West Paces Advisors Inc.’s holdings in Visa […]
United States Rajat Taneja William Blair Ryan Mcinerney Vvisit Holdingschannel Securities Exchange Commission

Union Pacific Co. (NYSE:UNP) Shares Sold by Tilt Investment Management Holdings PBC

Tilt Investment Management Holdings PBC reduced its holdings in Union Pacific Co. (NYSE:UNP – Free Report) by 22.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,492 shares of the railroad operator’s stock after selling 739 shares during the quarter. Tilt Investment Management Holdings […]
United States Stifel Nicolaus Elizabethf Whited Sanfordc Bernstein Goldman Sachs Group Union Pacific Co

Financial Counselors Inc. Lowers Stake in Regions Financial Co. (NYSE:RF)

Financial Counselors Inc. reduced its stake in shares of Regions Financial Co. (NYSE:RF – Free Report) by 0.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 632,884 shares of the bank’s stock after selling 1,469 shares during the quarter. Financial Counselors Inc. owned approximately […]
Regions Financial Co Hm Payson Co Morgan Stanley Consumer Bank Income Strategies Moisand Fitzgerald Tamayo

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Vanguard Short-Term Bond ETF (NYSEARCA:BSV) Shares Sold by Bull Street Advisors LLC

Bull Street Advisors LLC lessened its position in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 0.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 116,686 shares of the company’s stock after selling 485 shares during the period. […]
United States Running Point Capital Advisors Northstar Advisory Group International Assets Investment Management Fort Washington Investment Advisors Inc Paces Advisors Inc

Kanawha Capital Management LLC Reduces Stock Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Kanawha Capital Management LLC reduced its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 4.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 83,574 shares of the company’s stock after selling 4,051 shares during the period. Kanawha Capital Management LLC’s […]
United States Paces Advisors Inc Running Point Capital Advisors International Assets Investment Management Company Profile Northstar Advisory Group

Aull & Monroe Investment Management Corp Lowers Holdings in Regions Financial Co. (NYSE:RF)

Aull & Monroe Investment Management Corp trimmed its position in shares of Regions Financial Co. (NYSE:RF – Free Report) by 3.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 93,160 shares of the bank’s stock after selling 3,154 shares during the quarter. Aull & Monroe Investment […]
Moisand Fitzgerald Tamayo Royal Bank Regions Financial Corporation Income Strategies Paces Advisors Inc Morgan Stanley

Hanson & Doremus Investment Management Trims Stake in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Hanson & Doremus Investment Management cut its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 16.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,463 shares of the company’s stock after selling 2,500 shares during the period. Hanson & […]
United States Running Point Capital Advisors Northstar Advisory Group Paces Advisors Inc Securities Exchange Commission International Assets Investment Management

Country Club Bank GFN Boosts Holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV)

Country Club Bank GFN increased its holdings in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 9.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 31,428 shares of the company’s stock after purchasing an additional 2,769 shares […]
United States Exchange Commission Country Club Bank International Assets Investment Management Company Profile Paces Advisors Inc

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