Latest News

Naples Global Advisors LLC Purchases 410 Shares of Walmart Inc. (NYSE:WMT)

Naples Global Advisors LLC raised its position in Walmart Inc. (NYSE:WMT) by 3.3% during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 12,969 shares of the retailer’s stock after acquiring an additional 410 shares during the period. Naples Global Advisors LLC’s holdings in Walmart were worth $1,814,000 […]

Bristol John W & Co. Inc. NY Acquires 573 Shares of Alphabet Inc (NASDAQ:GOOG)

Bristol John W & Co. Inc. NY lifted its holdings in shares of Alphabet Inc (NASDAQ:GOOG) by 0.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 69,609 shares of the information services provider’s stock after purchasing an additional 573 shares during the period. Alphabet accounts for about […]

Colonial Trust Advisors Sells 800 Shares of Costco Wholesale Co. (NASDAQ:COST)

Colonial Trust Advisors decreased its holdings in Costco Wholesale Co. (NASDAQ:COST) by 2.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,762 shares of the retailer’s stock after selling 800 shares during the period. Costco Wholesale accounts for about 1.8% of […]

Naples Global Advisors LLC Has $1.81 Million Stake in Walmart Inc. (NYSE:WMT)

Naples Global Advisors LLC raised its holdings in Walmart Inc. (NYSE:WMT) by 3.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,969 shares of the retailer’s stock after acquiring an additional 410 shares during the period. Naples Global Advisors […]

ProVise Management Group LLC Acquires 206 Shares of Walmart Inc. (NYSE:WMT)

ProVise Management Group LLC boosted its position in shares of Walmart Inc. (NYSE:WMT) by 1.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 14,189 shares of the retailer’s stock after buying an additional 206 shares during the quarter. ProVise Management Group LLC’s holdings in […]

Coca-Cola Co (The) (NYSE:KO) Shares Acquired by Colonial Trust Advisors

Colonial Trust Advisors lifted its holdings in shares of Coca-Cola Co (The) (NYSE:KO) by 2.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 158,677 shares of the company’s stock after buying an additional 3,901 shares during the period. Coca-Cola makes up approximately 1.2% of Colonial […]

Colonial Trust Advisors Trims Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

Colonial Trust Advisors trimmed its holdings in UnitedHealth Group Incorporated (NYSE:UNH) by 1.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 44,880 shares of the healthcare conglomerate’s stock after selling 764 shares during the quarter. UnitedHealth Group makes up about 2.2% of […]

Lowe Brockenbrough & Co. Inc. Buys 930 Shares of Lockheed Martin Co. (NYSE:LMT)

Lowe Brockenbrough & Co. Inc. boosted its stake in Lockheed Martin Co. (NYSE:LMT) by 10.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 10,083 shares of the aerospace company’s stock after acquiring an additional 930 shares during the quarter. Lowe Brockenbrough & […]

Armstrong Henry H Associates Inc. Acquires 86 Shares of Costco Wholesale Co. (NASDAQ:COST)

Armstrong Henry H Associates Inc. raised its holdings in Costco Wholesale Co. (NASDAQ:COST) by 5.5% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 1,662 shares of the retailer’s stock after acquiring an additional 86 shares during the quarter. Armstrong Henry H Associates […]

Naples Global Advisors LLC Acquires 4,006 Shares of Chevron Co. (NYSE:CVX)

Naples Global Advisors LLC boosted its holdings in shares of Chevron Co. (NYSE:CVX) by 25.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 19,536 shares of the oil and gas company’s stock after acquiring an additional 4,006 shares during the quarter. Naples Global […]

ProVise Management Group LLC Sells 830 Shares of Chevron Co. (NYSE:CVX)

ProVise Management Group LLC decreased its position in shares of Chevron Co. (NYSE:CVX) by 5.8% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 13,524 shares of the oil and gas company’s stock after selling 830 shares during the period. ProVise Management Group […]

Traynor Capital Management Inc. Purchases New Position in Walmart Inc. (NYSE:WMT)

Traynor Capital Management Inc. purchased a new stake in Walmart Inc. (NYSE:WMT) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 1,629 shares of the retailer’s stock, valued at approximately $234,000. A number of other hedge funds and other institutional investors have […]

Alphabet Inc (NASDAQ:GOOG) Shares Purchased by Naples Global Advisors LLC

Naples Global Advisors LLC grew its stake in shares of Alphabet Inc (NASDAQ:GOOG) by 5.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,034 shares of the information services provider’s stock after buying an additional 52 shares during the quarter. Naples Global Advisors […]

Naples Global Advisors LLC Increases Position in Abbott Laboratories (NYSE:ABT)

Naples Global Advisors LLC increased its stake in Abbott Laboratories (NYSE:ABT) by 0.6% in the 3rd quarter, Holdings Channel reports. The fund owned 17,943 shares of the healthcare product maker’s stock after buying an additional 103 shares during the quarter. Naples Global Advisors LLC’s holdings in Abbott Laboratories were worth $1,953,000 at the end of […]

Lowe Brockenbrough & Co. Inc. Has $5.85 Million Stock Holdings in Abbott Laboratories (NYSE:ABT)

Lowe Brockenbrough & Co. Inc. reduced its holdings in shares of Abbott Laboratories (NYSE:ABT) by 6.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 53,713 shares of the healthcare product maker’s stock after selling 3,979 shares during the quarter. Lowe Brockenbrough […]

Chevron Co. (NYSE:CVX) Shares Sold by Traynor Capital Management Inc.

Traynor Capital Management Inc. decreased its holdings in shares of Chevron Co. (NYSE:CVX) by 16.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,649 shares of the oil and gas company’s stock after selling 718 shares during the quarter. […]

Lowe Brockenbrough & Co. Inc. Sells 1,344 Shares of Walmart Inc. (NYSE:WMT)

Lowe Brockenbrough & Co. Inc. decreased its holdings in Walmart Inc. (NYSE:WMT) by 2.0% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 64,945 shares of the retailer’s stock after selling 1,344 shares during the period. Walmart comprises approximately 1.1% of Lowe Brockenbrough & […]

Union Pacific Co. (NYSE:UNP) Shares Sold by SPC Financial Inc.

SPC Financial Inc. lowered its holdings in Union Pacific Co. (NYSE:UNP) by 0.4% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,079 shares of the railroad operator’s stock after selling 68 shares during the quarter. SPC Financial Inc.’s holdings in Union Pacific were worth […]

Colonial Trust Advisors Purchases 3,871 Shares of Lockheed Martin Co. (NYSE:LMT)

Colonial Trust Advisors raised its stake in Lockheed Martin Co. (NYSE:LMT) by 70.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 9,331 shares of the aerospace company’s stock after buying an additional 3,871 shares during the period. Colonial Trust Advisors’ holdings in Lockheed Martin […]

Moser Wealth Advisors LLC Acquires 5,306 Shares of PepsiCo, Inc. (NASDAQ:PEP)

Moser Wealth Advisors LLC boosted its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP) by 4,823.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,416 shares of the company’s stock after acquiring an additional 5,306 shares during the period. Moser Wealth […]

Lowe Brockenbrough & Co. Inc. Trims Stock Position in McDonald's Co. (NYSE:MCD)

Lowe Brockenbrough & Co. Inc. decreased its stake in McDonald's Co. (NYSE:MCD) by 0.7% during the third quarter, Holdings Channel reports. The institutional investor owned 19,510 shares of the fast-food giant’s stock after selling 130 shares during the quarter. Lowe Brockenbrough & Co. Inc.’s holdings in McDonald's were worth $4,282,000 as of its most recent […]

AbbVie Inc. (NYSE:ABBV) Stake Raised by Naples Global Advisors LLC

Naples Global Advisors LLC increased its holdings in AbbVie Inc. (NYSE:ABBV) by 2.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 43,323 shares of the company’s stock after acquiring an additional 832 shares during the period. Naples Global Advisors […]

Naples Global Advisors LLC Boosts Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Naples Global Advisors LLC lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 7.6% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 91,556 shares of the network equipment provider’s stock after purchasing an additional 6,485 shares during the quarter. Naples Global Advisors LLC’s holdings […]

Alphabet Inc (NASDAQ:GOOG) Shares Sold by Mathes Company Inc.

Mathes Company Inc. lessened its stake in shares of Alphabet Inc (NASDAQ:GOOG) by 7.5% in the third quarter, according to its most recent filing with the SEC. The fund owned 579 shares of the information services provider’s stock after selling 47 shares during the period. Mathes Company Inc.’s holdings in Alphabet were worth $851,000 at […]

PepsiCo, Inc. (NASDAQ:PEP) is Hyman Charles D’s 10th Largest Position

Hyman Charles D grew its holdings in PepsiCo, Inc. (NASDAQ:PEP) by 0.2% in the third quarter, Holdings Channel.com reports. The institutional investor owned 182,304 shares of the company’s stock after acquiring an additional 321 shares during the quarter. PepsiCo comprises 2.2% of Hyman Charles D’s investment portfolio, making the stock its 10th largest holding. Hyman […]

Abbot Financial Management Inc. Has $2.70 Million Position in McDonald's Co. (NYSE:MCD)

Abbot Financial Management Inc. reduced its holdings in McDonald's Co. (NYSE:MCD) by 1.0% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 12,317 shares of the fast-food giant’s stock after selling 122 shares during the quarter. McDonald's comprises 1.8% of Abbot Financial Management Inc.’s holdings, making the stock its 19th biggest holding. Abbot […]

Integrated Investment Consultants LLC Sells 15 Shares of Alphabet Inc (NASDAQ:GOOG)

Integrated Investment Consultants LLC lessened its position in Alphabet Inc (NASDAQ:GOOG) by 2.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 498 shares of the information services provider’s stock after selling 15 shares during the period. Integrated Investment Consultants […]

PepsiCo, Inc. (NASDAQ:PEP) Shares Sold by Callahan Advisors LLC

Callahan Advisors LLC reduced its stake in PepsiCo, Inc. (NASDAQ:PEP) by 0.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 91,642 shares of the company’s stock after selling 601 shares during the period. PepsiCo accounts for approximately 2.1% of Callahan […]

Naples Global Advisors LLC Grows Stock Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Naples Global Advisors LLC increased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.6% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 91,556 shares of the network equipment provider’s stock after purchasing an additional 6,485 shares during the quarter. Naples Global Advisors LLC’s […]

Armstrong Henry H Associates Inc. Decreases Stock Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Armstrong Henry H Associates Inc. trimmed its position in PepsiCo, Inc. (NASDAQ:PEP) by 0.9% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 18,259 shares of the company’s stock after selling 170 shares during the period. PepsiCo makes up 0.4% of Armstrong Henry H Associates Inc.’s holdings, making the stock its 21st biggest […]

Cisco Systems, Inc. (NASDAQ:CSCO) Shares Purchased by Galibier Capital Management Ltd.

Galibier Capital Management Ltd. increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,516 shares of the network equipment provider’s stock after purchasing an additional 2,939 shares […]

Integrated Investment Consultants LLC Has $616,000 Stock Holdings in McDonald's Co. (NYSE:MCD)

Integrated Investment Consultants LLC cut its holdings in McDonald's Co. (NYSE:MCD) by 2.4% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,808 shares of the fast-food giant’s stock after selling 68 shares during the quarter. Integrated Investment Consultants LLC’s holdings in […]

Naples Global Advisors LLC Has $1.52 Million Stock Holdings in Alphabet Inc (NASDAQ:GOOG)

Naples Global Advisors LLC raised its stake in Alphabet Inc (NASDAQ:GOOG) by 5.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,034 shares of the information services provider’s stock after acquiring an additional 52 shares during the period. Naples Global Advisors […]

PepsiCo, Inc. (NASDAQ:PEP) Holdings Boosted by Sheets Smith Wealth Management

Sheets Smith Wealth Management boosted its position in PepsiCo, Inc. (NASDAQ:PEP) by 5.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 122,138 shares of the company’s stock after buying an additional 6,368 shares during the quarter. PepsiCo […]

ProVise Management Group LLC Grows Position in Cisco Systems, Inc. (NASDAQ:CSCO)

ProVise Management Group LLC increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.0% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 90,835 shares of the network equipment provider’s stock after buying an additional 2,640 shares during the quarter. ProVise Management Group […]

Naples Global Advisors LLC Purchases 108 Shares of McDonald's Co. (NYSE:MCD)

Naples Global Advisors LLC increased its stake in shares of McDonald's Co. (NYSE:MCD) by 0.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,427 shares of the fast-food giant’s stock after buying an additional 108 shares during the quarter. McDonald's accounts for […]

Mathes Company Inc. Cuts Stake in PepsiCo, Inc. (NASDAQ:PEP)

Mathes Company Inc. lowered its position in shares of PepsiCo, Inc. (NASDAQ:PEP) by 6.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,470 shares of the company’s stock after selling 1,750 shares during the period. PepsiCo comprises approximately 1.8% of Mathes […]

Abbot Financial Management Inc. Cuts Holdings in PepsiCo, Inc. (NASDAQ:PEP)

Abbot Financial Management Inc. decreased its stake in shares of PepsiCo, Inc. (NASDAQ:PEP) by 0.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 20,678 shares of the company’s stock after selling 181 shares during the quarter. PepsiCo makes up 1.9% […]

Integrated Investment Consultants LLC Has $585,000 Stake in Cisco Systems, Inc. (NASDAQ:CSCO)

Integrated Investment Consultants LLC decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 23.0% during the third quarter, Holdings Channel.com reports. The firm owned 14,844 shares of the network equipment provider’s stock after selling 4,426 shares during the period. Integrated Investment Consultants LLC’s holdings in Cisco Systems were worth $585,000 as of its most recent […]

ProVise Management Group LLC Purchases 893 Shares of McDonald's Co. (NYSE:MCD)

ProVise Management Group LLC raised its position in shares of McDonald's Co. (NYSE:MCD) by 3.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 30,476 shares of the fast-food giant’s stock after acquiring an additional 893 shares during the period. ProVise Management […]

Naples Global Advisors LLC Increases Stock Position in AbbVie Inc. (NYSE:ABBV)

Naples Global Advisors LLC lifted its holdings in shares of AbbVie Inc. (NYSE:ABBV) by 2.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 43,323 shares of the company’s stock after acquiring an additional 832 shares during the period. Naples […]

ProVise Management Group LLC Sells 349 Shares of PepsiCo, Inc. (NASDAQ:PEP)

ProVise Management Group LLC cut its stake in PepsiCo, Inc. (NASDAQ:PEP) by 0.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 61,924 shares of the company’s stock after selling 349 shares during the quarter. PepsiCo comprises approximately 1.1% of […]

Traynor Capital Management Inc. Boosts Stock Position in Merck & Co., Inc. (NYSE:MRK)

Traynor Capital Management Inc. raised its position in shares of Merck & Co., Inc. (NYSE:MRK) by 11.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,921 shares of the company’s stock after purchasing an additional 805 shares during the quarter. Traynor Capital Management […]

Meritage Portfolio Management Decreases Stock Holdings in Merck & Co., Inc. (NYSE:MRK)

Meritage Portfolio Management reduced its holdings in shares of Merck & Co., Inc. (NYSE:MRK) by 9.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,609 shares of the company’s stock after selling 2,884 shares during the period. Meritage Portfolio Management’s holdings in […]

Bristol John W & Co. Inc. NY Takes Position in Merck & Co., Inc. (NYSE:MRK)

Bristol John W & Co. Inc. NY acquired a new stake in shares of Merck & Co., Inc. (NYSE:MRK) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 10,334 shares of the company’s stock, valued at approximately $857,000. Several other institutional investors and hedge […]

Lowe Brockenbrough & Co. Inc. Sells 1,542 Shares of Comcast Co. (NASDAQ:CMCSA)

Lowe Brockenbrough & Co. Inc. trimmed its holdings in Comcast Co. (NASDAQ:CMCSA) by 0.8% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 199,957 shares of the cable giant’s stock after selling 1,542 shares during the quarter. Comcast comprises 1.2% of Lowe Brockenbrough & Co. […]

Colonial Trust Advisors Has $1.60 Million Stock Holdings in Lowe's Companies, Inc. (NYSE:LOW)

Colonial Trust Advisors trimmed its holdings in Lowe's Companies, Inc. (NYSE:LOW) by 4.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,630 shares of the home improvement retailer’s stock after selling 475 shares during the quarter. Colonial Trust Advisors’ holdings in Lowe's […]

Lowe's Companies, Inc. (NYSE:LOW) Shares Sold by Lowe Brockenbrough & Co. Inc.

Lowe Brockenbrough & Co. Inc. cut its holdings in shares of Lowe's Companies, Inc. (NYSE:LOW) by 19.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 56,814 shares of the home improvement retailer’s stock after selling 14,157 shares during the quarter. […]

Lowe Brockenbrough & Co. Inc. Cuts Stock Position in Chevron Co. (NYSE:CVX)

Lowe Brockenbrough & Co. Inc. lowered its stake in Chevron Co. (NYSE:CVX) by 0.2% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 143,729 shares of the oil and gas company’s stock after selling 242 shares during the period. Chevron accounts for about 1.3% of […]

Empirical Finance LLC Has $277,000 Stock Position in Paypal Holdings Inc (NASDAQ:PYPL)

Empirical Finance LLC lowered its stake in Paypal Holdings Inc (NASDAQ:PYPL) by 65.3% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,673 shares of the credit services provider’s stock after selling 5,029 shares during the quarter. Empirical Finance LLC’s holdings in Paypal […]