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Financial Perspectives Inc Purchases 182 Shares of Snowflake Inc. (NYSE:SNOW)

Financial Perspectives Inc lifted its position in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 12.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,634 shares of the company’s stock after purchasing an additional 182 shares during […]

Wellington , New-zealand-general- , New-zealand , United-states , Christian-kleinerman , Grzegorz-czajkowski , Citigroup , Financial-perspectives-inc , Needham-company , Securities-exchange-commission , Wellington-management-group , International-assets-investment-management

Financial Perspectives Inc Grows Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)

Financial Perspectives Inc Grows Stock Holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO)
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United-states , Wellington , New-zealand-general- , New-zealand , Company-profile , Financial-perspectives-inc , Phillips-financial-management , Index-fund-the , Securities-exchange-commission , Wellington-management-group , Sightline-wealth-advisors

Weatherly Asset Management L. P. Cuts Stock Holdings in Quest Diagnostics Incorporated (NYSE:DGX)

Weatherly Asset Management L. P. Cuts Stock Holdings in Quest Diagnostics Incorporated (NYSE:DGX)
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United-states , Wellington , New-zealand-general- , New-zealand , Leerink-partnrs , Catherinet-doherty , Michaele-prevoznik , Securities-exchange-commission , Quest-diagnostics-incorporated , Pacer-advisors-inc , Wellington-management-group , Quest-diagnostics

Weatherly Asset Management L. P. Lowers Stake in Accenture plc (NYSE:ACN)

Weatherly Asset Management L. P. Lowers Stake in Accenture plc (NYSE:ACN)
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United-states , Canada , Wellington , New-zealand-general- , New-zealand , America , Joel-unruch , Northern-trust-corp , Royal-bank , Accenture , Vanguard-group-inc , Charles-schwab-investment-management-inc

Weatherly Asset Management L. P. Has $6.72 Million Stock Holdings in Lockheed Martin Co. (NYSE:LMT)

Weatherly Asset Management L. P. trimmed its position in Lockheed Martin Co. (NYSE:LMT – Free Report) by 4.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,825 shares of the aerospace company’s stock after selling 739 shares during the […]

Wellington , New-zealand-general- , New-zealand , Canada , Maryanne-lavan , Gregorym-ulmer , Wellington-management-group , Capital-management , Mission-systems , International-assets-investment-management , Citigroup , Envestnet-asset-management-inc

Cutter & CO Brokerage Inc. Decreases Holdings in The Williams Companies, Inc. (NYSE:WMB)

Cutter & CO Brokerage Inc. Decreases Holdings in The Williams Companies, Inc. (NYSE:WMB)
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United-states , Wellington , New-zealand-general- , New-zealand , Cutter-co-brokerage-inc , Quarter-for-williams-companies , Wellington-management-group , Williams-companies , Williams-companies-inc , Marketing-services , Bahl-gaynor-inc

Schwab US Large-Cap ETF (NYSEARCA:SCHX) is NewSquare Capital LLC's 2nd Largest Position

Schwab US Large-Cap ETF (NYSEARCA:SCHX) is NewSquare Capital LLC's 2nd Largest Position
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Cambridge , Cambridgeshire , United-kingdom , Dow-jones , Cambridge-advisors-inc , Company-profile , Advisors-management-group-inc , Exchange-commission , Meridian-wealth-management , Wagner-wealth-management , Newsquare-capital , Free-report

First National Bank Sioux Falls Buys 7,135 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

First National Bank Sioux Falls Buys 7,135 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)
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United-states , Wellington , New-zealand-general- , New-zealand , Exchange-traded-fund , Securities-exchange-commission , Phillips-financial-management , Sightline-wealth-advisors , First-national-bank-sioux-fall , Wellington-management-group , First-national-bank-sioux-falls

Danaher Co. (NYSE:DHR) Shares Sold by Cutter & CO Brokerage Inc.

Danaher Co. (NYSE:DHR) Shares Sold by Cutter & CO Brokerage Inc.
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Canada , Wellington , New-zealand-general- , New-zealand , Georgeann-couchara , Raymond-james , Daniel-raskas , Alecta-tjanstepension-omsesidigt , Keycorp , Harris-associates , Wellington-management-group , Danaher-co

First National Bank Sioux Falls Has $450,000 Holdings in Lockheed Martin Co. (NYSE:LMT)

First National Bank Sioux Falls lessened its holdings in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 27.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 993 shares of the aerospace company’s stock after selling 372 shares […]

Canada , Wellington , New-zealand-general- , New-zealand , Gregorym-ulmer , Maryanne-lavan , Royal-bank , Deutsche-bank-aktiengesellschaft , Envestnet-asset-management-inc , First-national-bank-sioux-fall , Securities-exchange-commission , Martin-co