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September 8, 2023
Wetherby Asset Management Inc. increased its position in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 4.4% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,743 shares of the railroad operator’s stock after purchasing an additional 920 shares during the […]
September 8, 2023
Cresset Asset Management LLC reduced its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.9% during the 1st quarter, Holdings Channel.com reports. The firm owned 103,276 shares of the company’s stock after selling 3,092 shares during the period. Cresset Asset Management LLC’s holdings in PepsiCo were worth $18,827,000 as of its most recent SEC […]
September 8, 2023
Westfield Capital Management Co. LP cut its position in Visa Inc. (NYSE:V – Free Report) by 5.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,040,932 shares of the credit-card processor’s stock after selling 55,747 shares during the period. Visa […]
September 8, 2023
Smith Moore & CO. lessened its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 1.0% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 62,626 shares of the biopharmaceutical company’s stock after selling 628 shares during the period. Smith Moore & CO.’s holdings […]
September 8, 2023
Smith Moore & CO. lessened its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 1.6% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 47,177 shares of the oil and gas company’s stock after selling 766 shares during the quarter. Exxon […]
September 8, 2023
Smith Moore & CO. decreased its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 0.5% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 17,987 shares of the financial services provider’s stock after selling 92 shares during the period. Smith Moore & CO.’s holdings in JPMorgan […]
September 8, 2023
Smith Moore & CO. raised its stake in Chevron Co. (NYSE:CVX – Free Report) by 7.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,414 shares of the oil and gas company’s stock after purchasing an additional 1,086 shares during the […]
September 8, 2023
Smith Moore & CO. raised its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 3.5% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 26,168 shares of the entertainment giant’s stock after acquiring an additional 892 shares during the quarter. […]
September 8, 2023
Smith Moore & CO. increased its position in shares of Visa Inc. (NYSE:V – Free Report) by 1.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,774 shares of the credit-card processor’s stock after acquiring an additional 164 shares during […]
September 8, 2023
Smith Moore & CO. grew its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 7.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,030 shares of the exchange traded fund’s stock after acquiring an additional 1,365 shares during the quarter. Invesco QQQ […]