Home » Finance

Image for JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by Sugarloaf Wealth Management LLC

JPMorgan Chase & Co. (NYSE:JPM) Shares Acquired by Sugarloaf Wealth Management LLC

Sugarloaf Wealth Management LLC grew its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 2.9% during the 4th quarter, HoldingsChannel.com reports. The firm owned 21,148 shares of the financial services provider’s stock after... More of this article »
Image for Dfpg Investments LLC Has $38.62 Million Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)

Dfpg Investments LLC Has $38.62 Million Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)

Dfpg Investments LLC boosted its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 3.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Silvia Mccoll Wealth Management LLC Increases Position in NVIDIA Co. (NASDAQ:NVDA)

Silvia Mccoll Wealth Management LLC Increases Position in NVIDIA Co. (NASDAQ:NVDA)

Silvia Mccoll Wealth Management LLC lifted its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 4.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund... More of this article »
Image for Sound Income Strategies LLC Acquires 462 Shares of NVIDIA Co. (NASDAQ:NVDA)

Sound Income Strategies LLC Acquires 462 Shares of NVIDIA Co. (NASDAQ:NVDA)

Sound Income Strategies LLC lifted its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 37.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 1,711 shares of the computer... More of this article »
Image for Sugarloaf Wealth Management LLC Grows Position in NVIDIA Co. (NASDAQ:NVDA)

Sugarloaf Wealth Management LLC Grows Position in NVIDIA Co. (NASDAQ:NVDA)

Sugarloaf Wealth Management LLC boosted its stake in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 6.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned... More of this article »
Image for David J Yvars Group Lowers Holdings in NVIDIA Co. (NASDAQ:NVDA)

David J Yvars Group Lowers Holdings in NVIDIA Co. (NASDAQ:NVDA)

David J Yvars Group decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 7.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 11,823 shares of the computer... More of this article »
Image for Sugarloaf Wealth Management LLC Boosts Holdings in Visa Inc. (NYSE:V)

Sugarloaf Wealth Management LLC Boosts Holdings in Visa Inc. (NYSE:V)

Sugarloaf Wealth Management LLC lifted its stake in Visa Inc. (NYSE:V – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Sugarloaf Wealth Management LLC Lowers Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Sugarloaf Wealth Management LLC Lowers Stock Holdings in Alphabet Inc. (NASDAQ:GOOG)

Sugarloaf Wealth Management LLC trimmed its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.5% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,364 shares of the information services... More of this article »
Image for Gateway Investment Advisers LLC Sells 1,101 Shares of The Procter & Gamble Company (NYSE:PG)

Gateway Investment Advisers LLC Sells 1,101 Shares of The Procter & Gamble Company (NYSE:PG)

Gateway Investment Advisers LLC lessened its holdings in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.2% during the fourth quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Sugarloaf Wealth Management LLC Has $129,000 Stock Position in The Goldman Sachs Group, Inc. (NYSE:GS)

Sugarloaf Wealth Management LLC Has $129,000 Stock Position in The Goldman Sachs Group, Inc. (NYSE:GS)

Sugarloaf Wealth Management LLC increased its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 29.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Nordea Investment Management AB Has $1.25 Billion Stake in Johnson & Johnson (NYSE:JNJ)

Nordea Investment Management AB Has $1.25 Billion Stake in Johnson & Johnson (NYSE:JNJ)

Nordea Investment Management AB trimmed its stake in Johnson & Johnson (NYSE:JNJ – Free Report) by 8.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Sound Income Strategies LLC Boosts Stock Position in Intel Co. (NASDAQ:INTC)

Sound Income Strategies LLC Boosts Stock Position in Intel Co. (NASDAQ:INTC)

Sound Income Strategies LLC raised its stake in shares of Intel Co. (NASDAQ:INTC – Free Report) by 36.5% in the 4th quarter, Holdings Channel reports. The fund owned 6,524 shares of the chip maker’s stock after acquiring... More of this article »
Image for Johnson & Johnson (NYSE:JNJ) Shares Acquired by Northwest Quadrant Wealth Management LLC

Johnson & Johnson (NYSE:JNJ) Shares Acquired by Northwest Quadrant Wealth Management LLC

Northwest Quadrant Wealth Management LLC increased its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.5% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor... More of this article »
Image for David J Yvars Group Trims Position in The Home Depot, Inc. (NYSE:HD)

David J Yvars Group Trims Position in The Home Depot, Inc. (NYSE:HD)

David J Yvars Group cut its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 8.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 954... More of this article »
Image for Gateway Investment Advisers LLC Trims Holdings in Johnson & Johnson (NYSE:JNJ)

Gateway Investment Advisers LLC Trims Holdings in Johnson & Johnson (NYSE:JNJ)

Gateway Investment Advisers LLC trimmed its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 622,290 shares of the company’s stock... More of this article »
Image for Johnson & Johnson (NYSE:JNJ) Stock Holdings Boosted by Financial Network Wealth Management LLC

Johnson & Johnson (NYSE:JNJ) Stock Holdings Boosted by Financial Network Wealth Management LLC

Financial Network Wealth Management LLC boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 29.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange... More of this article »
Image for Shilanski & Associates Inc. Has $3.95 Million Stock Position in The Procter & Gamble Company (NYSE:PG)

Shilanski & Associates Inc. Has $3.95 Million Stock Position in The Procter & Gamble Company (NYSE:PG)

Shilanski & Associates Inc. decreased its stake in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 0.5% during the 4th quarter, Holdings Channel reports. The firm owned 26,960 shares of the company’s... More of this article »
Image for Sugarloaf Wealth Management LLC Boosts Stake in Linde plc (NASDAQ:LIN)

Sugarloaf Wealth Management LLC Boosts Stake in Linde plc (NASDAQ:LIN)

Sugarloaf Wealth Management LLC boosted its position in Linde plc (NASDAQ:LIN – Free Report) by 16.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for David J Yvars Group Sells 885 Shares of NVIDIA Co. (NASDAQ:NVDA)

David J Yvars Group Sells 885 Shares of NVIDIA Co. (NASDAQ:NVDA)

David J Yvars Group decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 7.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,823... More of this article »
Image for Thrive Wealth Management LLC Sells 149 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

Thrive Wealth Management LLC Sells 149 Shares of Automatic Data Processing, Inc. (NASDAQ:ADP)

Thrive Wealth Management LLC lessened its stake in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 12.7% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange... More of this article »
Image for Charles Schwab Trust Co Sells 998 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Charles Schwab Trust Co Sells 998 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Charles Schwab Trust Co cut its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 18.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,400... More of this article »
Image for Stonebridge Capital Management Inc. Sells 8,650 Shares of Apple Inc. (NASDAQ:AAPL)

Stonebridge Capital Management Inc. Sells 8,650 Shares of Apple Inc. (NASDAQ:AAPL)

Stonebridge Capital Management Inc. lessened its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 8.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC).... More of this article »
Image for Wayfinding Financial LLC Takes Position in Danaher Co. (NYSE:DHR)

Wayfinding Financial LLC Takes Position in Danaher Co. (NYSE:DHR)

Wayfinding Financial LLC bought a new stake in shares of Danaher Co. (NYSE:DHR – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 957 shares of the conglomerate’s stock, valued at approximately... More of this article »
Image for Sound Income Strategies LLC Acquires 1,026 Shares of 3M (NYSE:MMM)

Sound Income Strategies LLC Acquires 1,026 Shares of 3M (NYSE:MMM)

Sound Income Strategies LLC lifted its holdings in 3M (NYSE:MMM – Free Report) by 61.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,696 shares of the conglomerate’s stock... More of this article »
Image for Accenture plc (NYSE:ACN) Shares Purchased by Daymark Wealth Partners LLC

Accenture plc (NYSE:ACN) Shares Purchased by Daymark Wealth Partners LLC

Daymark Wealth Partners LLC boosted its stake in Accenture plc (NYSE:ACN – Free Report) by 1.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for IFP Advisors Inc Sells 11,680 Shares of Altria Group, Inc. (NYSE:MO)

IFP Advisors Inc Sells 11,680 Shares of Altria Group, Inc. (NYSE:MO)

IFP Advisors Inc lessened its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 15.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 63,971 shares... More of this article »
Image for Sound Income Strategies LLC Grows Stock Holdings in The Home Depot, Inc. (NYSE:HD)

Sound Income Strategies LLC Grows Stock Holdings in The Home Depot, Inc. (NYSE:HD)

Sound Income Strategies LLC boosted its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 39.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Waycross Investment Management Co Sells 293 Shares of The Home Depot, Inc. (NYSE:HD)

Waycross Investment Management Co Sells 293 Shares of The Home Depot, Inc. (NYSE:HD)

Waycross Investment Management Co reduced its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 6.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 3,975... More of this article »
Image for Silvia Mccoll Wealth Management LLC Has $958,000 Stake in Johnson & Johnson (NYSE:JNJ)

Silvia Mccoll Wealth Management LLC Has $958,000 Stake in Johnson & Johnson (NYSE:JNJ)

Silvia Mccoll Wealth Management LLC boosted its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.6% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 6,112 shares... More of this article »
Image for Sugarloaf Wealth Management LLC Acquires 597 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Sugarloaf Wealth Management LLC Acquires 597 Shares of JPMorgan Chase & Co. (NYSE:JPM)

Sugarloaf Wealth Management LLC increased its holdings in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities... More of this article »
Image for Johnson & Johnson (NYSE:JNJ) is Capricorn Fund Managers Ltd’s 8th Largest Position

Johnson & Johnson (NYSE:JNJ) is Capricorn Fund Managers Ltd’s 8th Largest Position

Capricorn Fund Managers Ltd lifted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 229.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Gateway Investment Advisers LLC Reduces Holdings in Linde plc (NASDAQ:LIN)

Gateway Investment Advisers LLC Reduces Holdings in Linde plc (NASDAQ:LIN)

Gateway Investment Advisers LLC trimmed its stake in Linde plc (NASDAQ:LIN – Free Report) by 0.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund... More of this article »
Image for Sage Capital Advisors llc Raises Position in NVIDIA Co. (NASDAQ:NVDA)

Sage Capital Advisors llc Raises Position in NVIDIA Co. (NASDAQ:NVDA)

Sage Capital Advisors llc boosted its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 0.6% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional... More of this article »
Image for Capstone Triton Financial Group LLC Lowers Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)

Capstone Triton Financial Group LLC Lowers Stock Holdings in NVIDIA Co. (NASDAQ:NVDA)

Capstone Triton Financial Group LLC trimmed its holdings in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 7.0% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 4,967 shares of the... More of this article »
Image for NVIDIA Co. (NASDAQ:NVDA) Shares Bought by Howard Financial Services LTD.

NVIDIA Co. (NASDAQ:NVDA) Shares Bought by Howard Financial Services LTD.

Howard Financial Services LTD. grew its position in shares of NVIDIA Co. (NASDAQ:NVDA – Free Report) by 95.2% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 8,497 shares... More of this article »
Image for Thrive Wealth Management LLC Acquires 92 Shares of NVIDIA Co. (NASDAQ:NVDA)

Thrive Wealth Management LLC Acquires 92 Shares of NVIDIA Co. (NASDAQ:NVDA)

Thrive Wealth Management LLC raised its holdings in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 2.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned... More of this article »
Image for Philip Morris International Inc. (NYSE:PM) Shares Acquired by Sound Income Strategies LLC

Philip Morris International Inc. (NYSE:PM) Shares Acquired by Sound Income Strategies LLC

Sound Income Strategies LLC lifted its position in shares of Philip Morris International Inc. (NYSE:PM – Free Report) by 66.8% during the 4th quarter, HoldingsChannel.com reports. The fund owned 3,049 shares of the company’s... More of this article »
Image for Sugarloaf Wealth Management LLC Cuts Holdings in Pioneer Natural Resources (NYSE:PXD)

Sugarloaf Wealth Management LLC Cuts Holdings in Pioneer Natural Resources (NYSE:PXD)

Sugarloaf Wealth Management LLC trimmed its holdings in shares of Pioneer Natural Resources (NYSE:PXD – Free Report) by 92.7% during the 4th quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Sugarloaf Wealth Management LLC Reduces Holdings in Danaher Co. (NYSE:DHR)

Sugarloaf Wealth Management LLC Reduces Holdings in Danaher Co. (NYSE:DHR)

Sugarloaf Wealth Management LLC reduced its holdings in shares of Danaher Co. (NYSE:DHR – Free Report) by 11.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Gateway Investment Advisers LLC Has $7.39 Million Stock Position in The Cigna Group (NYSE:CI)

Gateway Investment Advisers LLC Has $7.39 Million Stock Position in The Cigna Group (NYSE:CI)

Gateway Investment Advisers LLC cut its stake in The Cigna Group (NYSE:CI – Free Report) by 9.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for Key Client Fiduciary Advisors LLC Has $1.39 Million Stock Position in Alphabet Inc. (NASDAQ:GOOGL)

Key Client Fiduciary Advisors LLC Has $1.39 Million Stock Position in Alphabet Inc. (NASDAQ:GOOGL)

Key Client Fiduciary Advisors LLC raised its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 2.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for Thrive Wealth Management LLC Acquires 1,033 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Thrive Wealth Management LLC Acquires 1,033 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Thrive Wealth Management LLC grew its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 9.7% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for Orser Capital Management LLC Sells 2,309 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Orser Capital Management LLC Sells 2,309 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Orser Capital Management LLC reduced its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 6.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 32,496 shares of the... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOGL) Stock Holdings Trimmed by Enterprise Bank & Trust Co

Alphabet Inc. (NASDAQ:GOOGL) Stock Holdings Trimmed by Enterprise Bank & Trust Co

Enterprise Bank & Trust Co lessened its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned... More of this article »
Image for Nordea Investment Management AB Purchases 166,019 Shares of Netflix, Inc. (NASDAQ:NFLX)

Nordea Investment Management AB Purchases 166,019 Shares of Netflix, Inc. (NASDAQ:NFLX)

Nordea Investment Management AB lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 53.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Altria Group, Inc. (NYSE:MO) Shares Sold by Dfpg Investments LLC

Altria Group, Inc. (NYSE:MO) Shares Sold by Dfpg Investments LLC

Dfpg Investments LLC lessened its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 3.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional... More of this article »
Image for Realty Income Co. (NYSE:O) Shares Purchased by Sugarloaf Wealth Management LLC

Realty Income Co. (NYSE:O) Shares Purchased by Sugarloaf Wealth Management LLC

Sugarloaf Wealth Management LLC lifted its position in Realty Income Co. (NYSE:O – Free Report) by 13.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission... More of this article »
Image for Sugarloaf Wealth Management LLC Boosts Stake in S&P Global Inc. (NYSE:SPGI)

Sugarloaf Wealth Management LLC Boosts Stake in S&P Global Inc. (NYSE:SPGI)

Sugarloaf Wealth Management LLC grew its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 16.6% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 267 shares of... More of this article »
Image for Thrive Wealth Management LLC Purchases New Position in The Charles Schwab Co. (NYSE:SCHW)

Thrive Wealth Management LLC Purchases New Position in The Charles Schwab Co. (NYSE:SCHW)

Thrive Wealth Management LLC acquired a new position in The Charles Schwab Co. (NYSE:SCHW – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Sugarloaf Wealth Management LLC Buys 142 Shares of CVS Health Co. (NYSE:CVS)

Sugarloaf Wealth Management LLC Buys 142 Shares of CVS Health Co. (NYSE:CVS)

Sugarloaf Wealth Management LLC grew its position in CVS Health Co. (NYSE:CVS – Free Report) by 9.5% during the 4th quarter, Holdings Channel reports. The firm owned 1,639 shares of the pharmacy operator’s stock after... More of this article »