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Cheviot Value Management LLC Purchases 164 Shares of Visa Inc. (NYSE:V)

Cheviot Value Management LLC lifted its holdings in Visa Inc. (NYSE:V – Free Report) by 0.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 66,650 shares of the credit-card processor’s stock after buying an additional 164 shares during the period. Visa […]
United States William Blair Rajat Taneja Alfredf Kelly Jr Gateway Advisory Cheviot Value Management

Clearstead Advisors LLC Purchases 1,131 Shares of Medtronic plc (NYSE:MDT)

Clearstead Advisors LLC grew its position in shares of Medtronic plc (NYSE:MDT – Free Report) by 5.9% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 20,306 shares of the medical technology company’s stock after buying an additional 1,131 shares during the quarter. Clearstead Advisors LLC’s holdings in Medtronic were worth $1,591,000 at the end […]
Blackhawk Capital Partners Barclays Plc Royal Bank Metis Global Partners Palisade Asset Management Cheviot Value Management
Source: wkrb13.com

Visa Inc. (NYSE:V) Stake Boosted by Cheviot Value Management LLC

Cheviot Value Management LLC lifted its position in Visa Inc. (NYSE:V – Free Report) by 0.2% in the third quarter, HoldingsChannel.com reports. The firm owned 66,650 shares of the credit-card processor’s stock after purchasing an additional 164 shares during the quarter. Visa comprises about 3.4% of Cheviot Value Management LLC’s investment portfolio, making the stock […]
United States Rajat Taneja Alfredf Kelly Jr Vvisit Holdingschannel Jefferies Financial Group Jpmorgan Chase Co

Ibex Wealth Advisors Makes New Investment in UnitedHealth Group Incorporated (NYSE:UNH)

Ibex Wealth Advisors acquired a new position in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 9,274 shares of the healthcare conglomerate’s stock, valued at approximately $4,676,000. Several other large investors also […]
United States Piper Sandler Stephenj Hemsley Exchange Commission Unitedhealth Group Profile Unitedhealth Group
Source: wkrb13.com

6,152 Shares in RTX Co. (NYSE:RTX) Purchased by Syon Capital LLC

Syon Capital LLC acquired a new position in RTX Co. (NYSE:RTX – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 6,152 shares of the company’s stock, valued at approximately $443,000. Other institutional investors also recently bought and sold shares of the company. […]
Robertw Baird Redburn Atlantic Exchange Commission Collins Aerospace Robinson Value Management Ltd Nomura Asset Management Co

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Robinson Value Management Ltd. Increases Stock Holdings in Tesla, Inc. (NASDAQ:TSLA)

Robinson Value Management Ltd. increased its holdings in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 616.8% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,000 shares of the electric vehicle producer’s stock after acquiring an additional 1,721 shares during the quarter. Robinson […]
United States Vaibhav Taneja Andrewd Baglino Piper Sandler Securities Exchange Commission Legacy Financial Group Inc

Towerview LLC Decreases Position in Intel Co. (NASDAQ:INTC)

Towerview LLC lowered its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 50.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,000 shares of the chip maker’s stock after selling 10,000 shares during the period. Intel accounts […]
Stifel Nicolaus Patrickp Gelsinger Roth Mkm Deutsche Bank Aktiengesellschaft Intel Co Intel Foundry Services
Source: wkrb13.com

Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH) Shares Purchased by Robinson Value Management Ltd.

Robinson Value Management Ltd. raised its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 79.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 71,151 shares of the company’s stock after buying an additional 31,504 shares during the […]
Eversource Wealth Advisors Robinson Value Management Ltd Fiducient Advisors Corient Private Wealth Fortis Capital Management Robinson Value Management

Robinson Value Management Ltd. Has $3.30 Million Stock Position in QUALCOMM Incorporated (NASDAQ:QCOM)

Robinson Value Management Ltd. raised its stake in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 0.4% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 29,737 shares of the wireless technology company’s stock after purchasing an additional 128 shares during the quarter. QUALCOMM comprises about 2.5% of Robinson Value Management Ltd.’s […]
United States Cristianor Amon Lipe Dalton Jamesh Thompson Holdings Channel Robinson Value Management Ltd

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