Page 17 - Wealth Effects News Today

City State Bank lessened its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 2.0% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 42,967 shares of the biopharmaceutical company’s stock after selling 865 shares during the quarter. City State Bank’s holdings in Pfizer were worth $1,425,000 at the end of the […]

Onyx Bridge Wealth Group LLC trimmed its position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 7.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,582 shares of the exchange traded fund’s stock after selling 1,149 shares during the […]

Rothschild Investment LLC IL reduced its position in Altria Group, Inc. (NYSE:MO – Free Report) by 27.9% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,670 shares of the company’s stock after selling 8,781 shares during the quarter. Rothschild Investment LLC IL’s holdings in […]

Burke & Herbert Bank & Trust Co. lowered its position in Wells Fargo & Company (NYSE:WFC) by 26.2% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 8,096 shares of the financial services provider’s stock after selling 2,880 shares during the period. Burke & Herbert Bank & Trust Co.’s holdings in Wells Fargo & Company […]

Bridge Creek Capital Management LLC reduced its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 1.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,325 shares of the enterprise software provider’s stock after selling 225 shares during the quarter. […]

MinichMacGregor Wealth Management LLC lowered its holdings in Lockheed Martin Co. (NYSE:LMT – Free Report) by 0.5% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,028 shares of the aerospace company’s stock after selling 26 shares during the quarter. MinichMacGregor Wealth Management LLC’s holdings […]

Leavell Investment Management Inc. grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 2.2% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 21,399 shares of the company’s stock after buying an additional 464 shares during the […]

Burke & Herbert Bank & Trust Co. decreased its position in shares of The Boeing Company (NYSE:BA – Free Report) by 23.8% during the third quarter, Holdings Channel.com reports. The institutional investor owned 2,958 shares of the aircraft producer’s stock after selling 922 shares during the quarter. Burke & Herbert Bank & Trust Co.’s holdings […]

Burke & Herbert Bank & Trust Co. lifted its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 2.4% in the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 24,771 shares of the company’s stock after purchasing an additional 582 shares during […]

Wealth Effects LLC increased its holdings in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 9.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 36,334 shares of the company’s stock after purchasing an additional 3,172 shares during the period. JPMorgan Equity […]