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Heritage Wealth Advisors boosted its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 0.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,995 shares of the enterprise software provider’s stock after purchasing an additional 109 shares during the quarter. Heritage […]
SCOTTSDALE, Ariz., May 28, 2024 (GLOBE NEWSWIRE) -- Campbell Private Wealth Management, led by cofounder Craig Campbell, has joined the Ashton Thomas...
Heritage Wealth Advisors lifted its holdings in shares of International Business Machines Co. (NYSE:IBM – Free Report) by 6.6% during the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 4,447 shares of the technology company’s stock after purchasing an additional 275 shares during the period. Heritage Wealth Advisors’ holdings […]
Heritage Wealth Advisors trimmed its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 33.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,754 shares of the business services provider’s stock after selling 1,912 shares during […]
Heritage Wealth Advisors reduced its position in shares of Starbucks Co. (NASDAQ:SBUX – Free Report) by 8.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,122 shares of the coffee company’s stock after selling 769 shares during the quarter. […]