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Folger Nolan Fleming Douglas Capital Management Inc. Reduces Position in Wells Fargo & Company (NYSE:WFC)

Folger Nolan Fleming Douglas Capital Management Inc. trimmed its holdings in shares of Wells Fargo & Company (NYSE:WFC) by 2.2% during the fourth quarter, Holdings Channel reports. The fund owned 90,570 shares of the financial services provider’s stock after selling 1,993 shares during the quarter. Folger Nolan Fleming Douglas Capital Management Inc.’s holdings in Wells […]

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Mogy Joel R Investment Counsel Inc. Lowers Stock Position in Vanguard Mid-Cap ETF (NYSEARCA:VO)

Mogy Joel R Investment Counsel Inc. lessened its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 9.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,555 shares of the company’s stock after selling 450 shares during the quarter. Mogy Joel R Investment Counsel Inc.’s holdings in Vanguard Mid-Cap ETF were worth […]

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Laurel Wealth Advisors LLC Acquires 1,741 Shares of RTX Co. (NYSE:RTX)

Laurel Wealth Advisors LLC raised its holdings in RTX Co. (NYSE:RTX – Free Report) by 7.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 25,803 shares of the company’s stock after purchasing an additional 1,741 shares during the quarter. Laurel Wealth Advisors LLC’s holdings in RTX were worth $2,171,000 as of its […]

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PepsiCo, Inc. (NASDAQ:PEP) Holdings Lowered by Bank OZK

Bank OZK lowered its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 3.3% in the fourth quarter, Holdings Channel reports. The firm owned 21,894 shares of the company’s stock after selling 742 shares during the quarter. PepsiCo accounts for 1.8% of Bank OZK’s investment portfolio, making the stock its 10th biggest holding. […]

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Sector Gamma AS Takes Position in CVS Health Co. (NYSE:CVS)

Sector Gamma AS Takes Position in CVS Health Co. (NYSE:CVS)
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New Perspectives Inc Makes New $343,000 Investment in Microsoft Co. (NASDAQ:MSFT)

New Perspectives Inc acquired a new stake in Microsoft Co. (NASDAQ:MSFT – Free Report) in the first quarter, Holdings Channel.com reports. The institutional investor acquired 816 shares of the software giant’s stock, valued at approximately $343,000. Microsoft accounts for 0.2% of New Perspectives Inc’s investment portfolio, making the stock its 19th largest position. Several other […]

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Drive Wealth Management LLC Grows Stake in Bristol-Myers Squibb (NYSE:BMY)

Drive Wealth Management LLC grew its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 4.0% in the 1st quarter, Holdings Channel reports. The fund owned 8,575 shares of the biopharmaceutical company’s stock after acquiring an additional 332 shares during the period. Drive Wealth Management LLC’s holdings in Bristol-Myers Squibb were worth $465,000 […]

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Matrix Trust Co Grows Stock Holdings in Accenture plc (NYSE:ACN)

Matrix Trust Co raised its position in Accenture plc (NYSE:ACN – Free Report) by 1.2% during the fourth quarter, Holdings Channel.com reports. The fund owned 6,369 shares of the information technology services provider’s stock after purchasing an additional 75 shares during the quarter. Accenture accounts for approximately 0.5% of Matrix Trust Co’s investment portfolio, making […]

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Laurel Wealth Advisors LLC Trims Stock Position in Meta Platforms, Inc. (NASDAQ:META)

Laurel Wealth Advisors LLC cut its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 3.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 12,470 shares of the social networking company’s stock after selling 404 shares during the quarter. Laurel Wealth Advisors LLC’s holdings in Meta Platforms were worth $4,414,000 as of […]

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Jackson Hole Capital Partners LLC Sells 6,830 Shares of Graniteshares Gold Trust (NYSEARCA:BAR)

Jackson Hole Capital Partners LLC trimmed its stake in Graniteshares Gold Trust (NYSEARCA:BAR – Free Report) by 20.3% in the fourth quarter, Holdings Channel reports. The firm owned 26,880 shares of the company’s stock after selling 6,830 shares during the quarter. Jackson Hole Capital Partners LLC’s holdings in Graniteshares Gold Trust were worth $548,000 as […]

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