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ARS Wealth Advisors Group LLC decreased its position in Putnam Municipal Opportunities Trust (NYSE:PMO – Free Report) by 78.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 15,094 shares of the financial services provider’s stock after selling 55,742 shares during […]
Merit Financial Group LLC cut its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 52.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,534 shares of the company’s stock after selling 5,024 shares during the period. […]
Fisher Asset Management LLC raised its stake in shares of CSX Co. (NASDAQ:CSX – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 22,378,276 shares of the transportation company’s stock after buying an additional 470,640 shares during the […]
Concord Wealth Partners trimmed its position in Starbucks Co. (NASDAQ:SBUX – Free Report) by 70.3% during the 4th quarter, HoldingsChannel reports. The firm owned 2,432 shares of the coffee company’s stock after selling 5,756 shares during the period. Concord Wealth Partners’ holdings in Starbucks were worth $234,000 as of its most recent filing with the […]
Los Angeles Capital Management LLC trimmed its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 5.9% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,280,405 shares of the financial services provider’s stock after selling 79,995 shares during the quarter. Los […]