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Concentric Wealth Management LLC lifted its position in Realty Income Co. (NYSE:O – Free Report) by 10.3% in the 4th quarter, Holdings Channel reports. The fund owned 70,464 shares of the real estate investment trust’s stock after acquiring an additional 6,607 shares during the quarter. Concentric Wealth Management LLC’s holdings in Realty Income were worth […]
LPL executives Anna Howard and Kimberly Sanders speak openly about their struggles to find balance being mothers and working in wealth management.
Junto Capital Management LP purchased a new stake in Verizon Communications Inc. (NYSE:VZ – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 1,743,280 shares of the cell phone carrier’s stock, valued at approximately $65,722,000. Verizon Communications makes up 1.5% of […]
Prudential PLC boosted its position in shares of Colgate-Palmolive (NYSE:CL – Free Report) by 2.7% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 128,854 shares of the company’s stock after purchasing an additional 3,429 shares during the quarter. Prudential PLC’s holdings in Colgate-Palmolive were […]
Epoch Investment Partners Inc. lessened its stake in Duke Energy Co. (NYSE:DUK – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 523,696 shares of the utilities provider’s stock after selling 18,061 shares during the period. Epoch […]