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June 7, 2023
Smith Moore & CO. lowered its position in shares of AbbVie Inc. (NYSE:ABBV – Get Rating) by 1.3% during the fourth quarter, Holdings Channel reports. The firm owned 37,914 shares of the company’s stock after selling 514 shares during the quarter. AbbVie makes up about 0.9% of Smith Moore & CO.’s portfolio, making the stock […]
June 7, 2023
Smith Moore & CO. grew its position in shares of Visa Inc. (NYSE:V – Get Rating) by 4.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,610 shares of the credit-card processor’s stock after purchasing an additional 427 shares during the […]
June 7, 2023
Smith Moore & CO. cut its holdings in shares of Pfizer Inc. (NYSE:PFE – Get Rating) by 1.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 63,254 shares of the biopharmaceutical company’s stock after selling 1,210 shares during the […]
June 7, 2023
Pekin Hardy Strauss Inc. lowered its stake in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 14.0% in the 4th quarter, HoldingsChannel reports. The fund owned 86,322 shares of the information services provider’s stock after selling 14,005 shares during the period. Alphabet accounts for approximately 1.0% of Pekin Hardy Strauss Inc.’s holdings, making the stock its […]
June 7, 2023
Consilium Wealth Advisory LLC bought a new stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 3,912 shares of the company’s stock, valued at approximately $707,000. Several other institutional investors have also bought and sold […]
June 7, 2023
Smith Moore & CO. increased its position in McDonald’s Co. (NYSE:MCD – Get Rating) by 2.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,944 shares of the fast-food giant’s stock after acquiring an additional 165 shares during the quarter. Smith Moore & […]
June 7, 2023
Smith Moore & CO. increased its stake in shares of iShares Russell 1000 ETF (NYSEARCA:IWB – Get Rating) by 3.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,377 shares of the company’s stock after acquiring an additional 301 shares […]
June 7, 2023
Smith Moore & CO. lifted its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Rating) by 0.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 179,911 shares of the company’s stock after buying an additional 101 shares during the […]
June 7, 2023
Prio Wealth Limited Partnership bought a new stake in United Parcel Service, Inc. (NYSE:UPS – Get Rating) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 126,809 shares of the transportation company’s stock, valued at approximately $22,045,000. Several other institutional […]
June 7, 2023
Smith Moore & CO. lowered its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Get Rating) by 0.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 31,441 shares of the company’s stock after selling 70 shares during the period. Smith Moore […]