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Confluence Wealth Services Inc. Purchases 343 Shares of Oracle Co. (NYSE:ORCL)

Confluence Wealth Services Inc. lifted its position in Oracle Co. (NYSE:ORCL – Free Report) by 4.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,286 shares of the enterprise software provider’s stock after purchasing an additional 343 shares during the quarter. Confluence […]

Piper-sandler , Safra-catz , Oracle , Avestar-capital , Oracle-corporation , Securities-exchange-commission , Strategic-blueprint , Goldman-sachs-group , Netsuite , Confluence-wealth-services-inc , Oracle-co , Arthurm-cohen-associates

QUALCOMM Incorporated (NASDAQ:QCOM) Shares Acquired by Anchor Capital Advisors LLC

Anchor Capital Advisors LLC boosted its stake in QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 32.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 113,292 shares of the wireless technology company’s stock after acquiring an additional 27,971 shares during the quarter. Anchor Capital Advisors LLC’s holdings […]

Jamesh-thompson , Akashj-palkhiwala , Denali-advisors , Canaccord-genuity-group , Company-profile , Asset-management , Planning-inc , Avestar-capital , Qualcomm , Qualcomm-technology-licensing , Capital-advisors

T-Mobile US, Inc. (NASDAQ:TMUS) Shares Bought by Legacy Capital Wealth Partners LLC

T-Mobile US, Inc. (NASDAQ:TMUS) Shares Bought by Legacy Capital Wealth Partners LLC
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United-states , Puerto-rico , Canada , Wells-fargo-company , Keycorp , Morgan-stanley , Nasdaq , Us-inc , Commonwealth-equity-services , Royal-bank , Linden-thomas-advisory-services

Target Co. (NYSE:TGT) Shares Sold by Intrust Bank NA

Target Co. (NYSE:TGT) Shares Sold by Intrust Bank NA
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Canada , United-states , Christina-hennington , Stifel-nicolaus , Melissak-kremer , Wealth-partners-inc , Simplicity-solutions , Avestar-capital , Telsey-advisory-group , Intrust-bank , Foresight-global-investors-inc , Target-corporation

Naviter Wealth LLC Grows Holdings in Union Pacific Co. (NYSE:UNP)

Naviter Wealth LLC boosted its position in Union Pacific Co. (NYSE:UNP – Free Report) by 24.9% in the fourth quarter, HoldingsChannel reports. The firm owned 4,491 shares of the railroad operator’s stock after buying an additional 896 shares during the quarter. Naviter Wealth LLC’s holdings in Union Pacific were worth $1,103,000 as of its most […]

United-states , Raymond-james , Elizabethf-whited , Jefferies-financial-group , Union-pacific-corporation , Naviter-wealth , Union-pacific-dividend-announcement , Securities-exchange-commission , Union-pacific , Foresight-global-investors-inc , Union-pacific-railroad-company , Jpmorgan-chase-co

Morgan Stanley (NYSE:MS) Shares Sold by Intrust Bank NA

Morgan Stanley (NYSE:MS) Shares Sold by Intrust Bank NA
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Andrewm-saperstein , Jamesp-gorman , Commonwealth-equity-services , Avestar-capital , Barclays , Intrust-bank , Wealth-partners-inc , Jpmorgan-chase-co , Securities-exchange-commission , Morgan-stanley , Free-report

Naviter Wealth LLC Sells 2,443 Shares of AT&T Inc. (NYSE:T)

Naviter Wealth LLC decreased its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 3.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,526 shares of the technology company’s stock after selling 2,443 shares during the period. […]

Canada , United-states , America , Tvisit-holdingschannel , Citigroup , Avestar-capital , T-inc , Naviter-wealth , Jpmorgan-chase-co , Scotiabank , Exchange-traded-concepts

Kestra Private Wealth Services LLC Has $8.36 Million Stock Holdings in Pfizer Inc. (NYSE:PFE)

Kestra Private Wealth Services LLC lifted its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 3.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 290,204 shares of the biopharmaceutical company’s stock after purchasing an additional 8,322 shares during the period. […]

United-states , Pfizer-inc , Kestra-private-wealth-services , Cantor-fitzgerald , Pfizer , Avestar-capital , Pfizer-company-profile , Ascent-wealth-partners , Schmidt-pj-investment-management-inc , Exchange-commission , Free-report

Pfizer (NYSE:PFE) Trading 0.4% Higher

Pfizer (NYSE:PFE) Trading 0.4% Higher
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United-states , Pfizer-company-profile , Pfizer , Avestar-capital , Cantor-fitzgerald , Ascent-wealth-partners , Schmidt-pj-investment-management-inc , Pfizer-inc , Get-free-report , Wealth-partners , Lake-street-financial

WealthTrust Axiom LLC Trims Position in Automatic Data Processing, Inc. (NASDAQ:ADP)

WealthTrust Axiom LLC lessened its stake in Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 2.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,921 shares of the business services provider’s stock after selling 125 shares during the period. WealthTrust Axiom LLC’s […]

Canada , United-states , America , Lombard-odier-scm , Sreenivasa-kutam , Don-mcguire , Nasdaq , Employer-services , Wolfe-research , S-capital-wealth-advisors , Automatic-data-processing-inc , Us-capital-wealth-advisors