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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

Core Alternative Capital Has $362,000 Stake in Marathon Petroleum Co. (NYSE:MPC)

Core Alternative Capital lifted its stake in shares of Marathon Petroleum Co. (NYSE:MPC – Get Rating) by 11,411.1% during the 4th quarter, HoldingsChannel reports. The firm owned 3,108 shares of the oil and gas company’s stock after acquiring an additional 3,081 shares during the period. Core Alternative Capital’s holdings in Marathon Petroleum were worth $362,000 […]
United States Piper Sandler Kimkw Rucker Suzanne Gagle Quarter For Marathon Petroleum Firstpurpose Wealth

Naviter Wealth LLC Raises Holdings in Comcast Co. (NASDAQ:CMCSA)

Naviter Wealth LLC raised its stake in Comcast Co. (NASDAQ:CMCSA – Get Rating) by 19.7% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 23,896 shares of the cable giant’s stock after buying an additional 3,926 shares during the quarter. Naviter […]
United States Cable Communications Corp Comcast Naviter Wealth Wells Fargo Company Firstpurpose Wealth
Source: wkrb13.com

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CVS Health Co. (NYSE:CVS) Holdings Raised by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. lifted its stake in shares of CVS Health Co. (NYSE:CVS – Get Rating) by 25.8% during the fourth quarter, Holdings Channel.com reports. The firm owned 67,463 shares of the pharmacy operator’s stock after acquiring an additional 13,815 shares during the period. Geneos Wealth Management Inc.’s holdings in CVS Health were worth […]
Raymond James Asset Management Group Firstpurpose Wealth Securities Exchange Commission Health Care Holdings Channel

Elwood & Goetz Wealth Advisory Group LLC Increases Stock Position in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD)

Elwood & Goetz Wealth Advisory Group LLC raised its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD – Get Rating) by 7.6% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 5,254 shares of the company’s stock after buying an additional 373 […]
Findec Wealth Services Inc Financial Planning Securities Exchange Commission Firstpurpose Wealth Elwood Goetz Wealth Advisory Group Company Profile

Financial Advantage Inc. Boosts Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Financial Advantage Inc. increased its holdings in Alphabet Inc. (NASDAQ:GOOG – Get Rating) by 2.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,979 shares of the information services provider’s stock after acquiring an additional 1,235 shares during […]
Ann Mather John Kent Walker Raymond James Alphabet Inc Jpmorgan Chase Co Securities Exchange Commission

Boston Financial Mangement LLC Sells 1,357 Shares of CVS Health Co. (NYSE:CVS)

Boston Financial Mangement LLC lessened its stake in CVS Health Co. (NYSE:CVS – Get Rating) by 9.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,196 shares of the pharmacy operator’s stock after selling 1,357 shares during the period. Boston Financial Mangement […]
United States Health Daily Health Co Boston Financial Mangement Wells Fargo Company Health Dividend Announcement

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