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Image for Highland Capital Management LLC Raises Stock Holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Highland Capital Management LLC Raises Stock Holdings in CrowdStrike Holdings, Inc. (NASDAQ:CRWD)

Highland Capital Management LLC grew its stake in CrowdStrike Holdings, Inc. (NASDAQ:CRWD – Free Report) by 0.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange... More of this article »
Image for RNC Capital Management LLC Has $50.36 Million Position in Cisco Systems, Inc. (NASDAQ:CSCO)

RNC Capital Management LLC Has $50.36 Million Position in Cisco Systems, Inc. (NASDAQ:CSCO)

RNC Capital Management LLC decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Schechter Investment Advisors LLC Grows Stock Position in International Business Machines Co. (NYSE:IBM)

Schechter Investment Advisors LLC Grows Stock Position in International Business Machines Co. (NYSE:IBM)

Schechter Investment Advisors LLC increased its holdings in International Business Machines Co. (NYSE:IBM – Free Report) by 2.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Adobe Inc. (NASDAQ:ADBE) Shares Sold by S.A. Mason LLC

Adobe Inc. (NASDAQ:ADBE) Shares Sold by S.A. Mason LLC

S.A. Mason LLC lessened its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 2.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 2,805 shares of the software company’s... More of this article »
Image for S.A. Mason LLC Buys 35 Shares of Eli Lilly and Company (NYSE:LLY)

S.A. Mason LLC Buys 35 Shares of Eli Lilly and Company (NYSE:LLY)

S.A. Mason LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 2.0% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,786 shares of the company’s... More of this article »
Image for S.A. Mason LLC Raises Stock Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

S.A. Mason LLC Raises Stock Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

S.A. Mason LLC grew its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 25.0% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 4,023 shares of the... More of this article »
Image for S.A. Mason LLC Sells 388 Shares of Merck & Co., Inc. (NYSE:MRK)

S.A. Mason LLC Sells 388 Shares of Merck & Co., Inc. (NYSE:MRK)

S.A. Mason LLC decreased its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 6.5% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for Highland Capital Management LLC Trims Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Highland Capital Management LLC Trims Holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM)

Highland Capital Management LLC reduced its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 19.3% during the 4th quarter, HoldingsChannel reports. The firm owned 1,818 shares of the company’s... More of this article »
Image for High Note Wealth LLC Acquires 210 Shares of Merck & Co., Inc. (NYSE:MRK)

High Note Wealth LLC Acquires 210 Shares of Merck & Co., Inc. (NYSE:MRK)

High Note Wealth LLC lifted its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 0.8% during the 4th quarter, Holdings Channel.com reports. The firm owned 26,372 shares of the company’s stock after... More of this article »
Image for Schechter Investment Advisors LLC Has $1.18 Million Holdings in United Parcel Service, Inc. (NYSE:UPS)

Schechter Investment Advisors LLC Has $1.18 Million Holdings in United Parcel Service, Inc. (NYSE:UPS)

Schechter Investment Advisors LLC lifted its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 8.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for Highland Capital Management LLC Cuts Holdings in International Business Machines Co. (NYSE:IBM)

Highland Capital Management LLC Cuts Holdings in International Business Machines Co. (NYSE:IBM)

Highland Capital Management LLC cut its stake in International Business Machines Co. (NYSE:IBM – Free Report) by 54.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for S.A. Mason LLC Sells 83 Shares of AbbVie Inc. (NYSE:ABBV)

S.A. Mason LLC Sells 83 Shares of AbbVie Inc. (NYSE:ABBV)

S.A. Mason LLC reduced its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 0.7% during the fourth quarter, Holdings Channel.com reports. The firm owned 12,267 shares of the company’s stock after selling 83 shares during... More of this article »
Image for RNC Capital Management LLC Buys 445 Shares of Eaton Co. plc (NYSE:ETN)

RNC Capital Management LLC Buys 445 Shares of Eaton Co. plc (NYSE:ETN)

RNC Capital Management LLC increased its stake in Eaton Co. plc (NYSE:ETN – Free Report) by 1.0% in the fourth quarter, HoldingsChannel reports. The fund owned 44,307 shares of the industrial products company’s stock after... More of this article »
Image for Columbia Trust Co 01012016 Purchases 270 Shares of The Estée Lauder Companies Inc. (NYSE:EL)

Columbia Trust Co 01012016 Purchases 270 Shares of The Estée Lauder Companies Inc. (NYSE:EL)

Columbia Trust Co 01012016 boosted its position in shares of The Estée Lauder Companies Inc. (NYSE:EL – Free Report) by 7.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Costco Wholesale Co. (NASDAQ:COST) Stock Position Decreased by S.A. Mason LLC

Costco Wholesale Co. (NASDAQ:COST) Stock Position Decreased by S.A. Mason LLC

S.A. Mason LLC lessened its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 1.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Cultivar Capital Inc. Purchases Shares of 2,200 JPMorgan Chase & Co. (NYSE:JPM)

Cultivar Capital Inc. Purchases Shares of 2,200 JPMorgan Chase & Co. (NYSE:JPM)

Cultivar Capital Inc. acquired a new position in JPMorgan Chase & Co. (NYSE:JPM) during the fourth quarter, Holdings Channel reports. The firm acquired 2,200 shares of the financial services provider’s stock, valued at... More of this article »
Image for Invesco QQQ (NASDAQ:QQQ) Shares Bought by S.A. Mason LLC

Invesco QQQ (NASDAQ:QQQ) Shares Bought by S.A. Mason LLC

S.A. Mason LLC lifted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,700 shares... More of this article »
Image for Invesco QQQ (NASDAQ:QQQ) Shares Bought by High Note Wealth LLC

Invesco QQQ (NASDAQ:QQQ) Shares Bought by High Note Wealth LLC

High Note Wealth LLC lifted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 343.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional... More of this article »
Image for AT&T Inc. (NYSE:T) Shares Sold by S.A. Mason LLC

AT&T Inc. (NYSE:T) Shares Sold by S.A. Mason LLC

S.A. Mason LLC decreased its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 32.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Verizon Communications Inc. (NYSE:VZ) Shares Sold by S.A. Mason LLC

Verizon Communications Inc. (NYSE:VZ) Shares Sold by S.A. Mason LLC

S.A. Mason LLC lowered its position in Verizon Communications Inc. (NYSE:VZ – Free Report) by 12.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 6,729 shares of the cell phone carrier’s stock after... More of this article »
Image for Trust Co of the South Invests $832,000 in JPMorgan Chase & Co. (NYSE:JPM)

Trust Co of the South Invests $832,000 in JPMorgan Chase & Co. (NYSE:JPM)

Trust Co of the South purchased a new position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Highland Capital Management LLC Has $27.79 Million Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Highland Capital Management LLC Has $27.79 Million Stock Holdings in Broadcom Inc. (NASDAQ:AVGO)

Highland Capital Management LLC lowered its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 24,898 shares of the semiconductor manufacturer’s stock... More of this article »
Image for RNC Capital Management LLC Sells 405 Shares of Oracle Co. (NYSE:ORCL)

RNC Capital Management LLC Sells 405 Shares of Oracle Co. (NYSE:ORCL)

RNC Capital Management LLC trimmed its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 1.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 33,038 shares of the enterprise... More of this article »
Image for RNC Capital Management LLC Acquires 4,585 Shares of Exxon Mobil Co. (NYSE:XOM)

RNC Capital Management LLC Acquires 4,585 Shares of Exxon Mobil Co. (NYSE:XOM)

RNC Capital Management LLC raised its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Tran Capital Management L.P. Sells 17,833 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Tran Capital Management L.P. Sells 17,833 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Tran Capital Management L.P. decreased its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 5.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 317,539 shares... More of this article »
Image for Schechter Investment Advisors LLC Reduces Position in Cummins Inc. (NYSE:CMI)

Schechter Investment Advisors LLC Reduces Position in Cummins Inc. (NYSE:CMI)

Schechter Investment Advisors LLC trimmed its position in Cummins Inc. (NYSE:CMI – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange... More of this article »
Image for S.A. Mason LLC Buys 66 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

S.A. Mason LLC Buys 66 Shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT)

S.A. Mason LLC lifted its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 6.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC).... More of this article »
Image for S.A. Mason LLC Has $5.73 Million Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

S.A. Mason LLC Has $5.73 Million Stock Position in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

S.A. Mason LLC reduced its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 6.4% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Sawyer & Company Inc Has $3.16 Million Stake in JPMorgan Chase & Co. (NYSE:JPM)

Sawyer & Company Inc Has $3.16 Million Stake in JPMorgan Chase & Co. (NYSE:JPM)

Sawyer & Company Inc trimmed its position in shares of JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 4.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Riversedge Advisors LLC Boosts Stock Position in Johnson & Johnson (NYSE:JNJ)

Riversedge Advisors LLC Boosts Stock Position in Johnson & Johnson (NYSE:JNJ)

Riversedge Advisors LLC lifted its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 11.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »
Image for Acorn Financial Advisory Services Inc. ADV Sells 89 Shares of Johnson & Johnson (NYSE:JNJ)

Acorn Financial Advisory Services Inc. ADV Sells 89 Shares of Johnson & Johnson (NYSE:JNJ)

Acorn Financial Advisory Services Inc. ADV decreased its stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the... More of this article »
Image for Sawyer & Company Inc Decreases Stock Holdings in Johnson & Johnson (NYSE:JNJ)

Sawyer & Company Inc Decreases Stock Holdings in Johnson & Johnson (NYSE:JNJ)

Sawyer & Company Inc decreased its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 3.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The... More of this article »
Image for Sandy Cove Advisors LLC Lowers Holdings in Johnson & Johnson (NYSE:JNJ)

Sandy Cove Advisors LLC Lowers Holdings in Johnson & Johnson (NYSE:JNJ)

Sandy Cove Advisors LLC trimmed its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 5,359 shares of the company’s... More of this article »
Image for Twin Peaks Wealth Advisors LLC Takes $202,000 Position in Johnson & Johnson (NYSE:JNJ)

Twin Peaks Wealth Advisors LLC Takes $202,000 Position in Johnson & Johnson (NYSE:JNJ)

Twin Peaks Wealth Advisors LLC bought a new stake in shares of Johnson & Johnson (NYSE:JNJ – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund bought 1,289 shares of the company’s... More of this article »
Image for Abundance Wealth Counselors Sells 305 Shares of Johnson & Johnson (NYSE:JNJ)

Abundance Wealth Counselors Sells 305 Shares of Johnson & Johnson (NYSE:JNJ)

Abundance Wealth Counselors lessened its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange... More of this article »
Image for Morgan Stanley (NYSE:MS) Shares Sold by RNC Capital Management LLC

Morgan Stanley (NYSE:MS) Shares Sold by RNC Capital Management LLC

RNC Capital Management LLC reduced its holdings in Morgan Stanley (NYSE:MS – Free Report) by 10.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 39,779 shares of the... More of this article »
Image for S.A. Mason LLC Sells 1,453 Shares of Pfizer Inc. (NYSE:PFE)

S.A. Mason LLC Sells 1,453 Shares of Pfizer Inc. (NYSE:PFE)

S.A. Mason LLC decreased its holdings in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 16.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned... More of this article »
Image for PFG Investments LLC Buys 1,195 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

PFG Investments LLC Buys 1,195 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

PFG Investments LLC grew its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 15.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm... More of this article »
Image for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Acquired by ARK Investment Management LLC

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Shares Acquired by ARK Investment Management LLC

ARK Investment Management LLC increased its stake in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 24.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The... More of this article »
Image for S.A. Mason LLC Raises Position in American Express (NYSE:AXP)

S.A. Mason LLC Raises Position in American Express (NYSE:AXP)

S.A. Mason LLC increased its holdings in American Express (NYSE:AXP) by 1.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,146 shares... More of this article »
Image for Eaton Co. plc (NYSE:ETN) Shares Bought by S.A. Mason LLC

Eaton Co. plc (NYSE:ETN) Shares Bought by S.A. Mason LLC

S.A. Mason LLC raised its holdings in Eaton Co. plc (NYSE:ETN – Free Report) by 6.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned... More of this article »
Image for High Note Wealth LLC Trims Stock Holdings in The Cigna Group (NYSE:CI)

High Note Wealth LLC Trims Stock Holdings in The Cigna Group (NYSE:CI)

High Note Wealth LLC decreased its position in The Cigna Group (NYSE:CI – Free Report) by 0.9% in the fourth quarter, HoldingsChannel.com reports. The fund owned 10,658 shares of the health services provider’s stock after... More of this article »
Image for Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Bought by S.A. Mason LLC

Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA) Shares Bought by S.A. Mason LLC

S.A. Mason LLC increased its holdings in Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 10.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 10,041 shares of the... More of this article »
Image for Eastman Chemical (NYSE:EMN) Shares Sold by RNC Capital Management LLC

Eastman Chemical (NYSE:EMN) Shares Sold by RNC Capital Management LLC

RNC Capital Management LLC trimmed its stake in Eastman Chemical (NYSE:EMN – Free Report) by 5.9% during the fourth quarter, HoldingsChannel.com reports. The fund owned 6,815 shares of the basic materials company’s stock... More of this article »
Image for Tesla, Inc. (NASDAQ:TSLA) Stake Lifted by Highland Capital Management LLC

Tesla, Inc. (NASDAQ:TSLA) Stake Lifted by Highland Capital Management LLC

Highland Capital Management LLC increased its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 8.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange... More of this article »
Image for Thermo Fisher Scientific Inc. (NYSE:TMO) Holdings Cut by Highland Capital Management LLC

Thermo Fisher Scientific Inc. (NYSE:TMO) Holdings Cut by Highland Capital Management LLC

Highland Capital Management LLC decreased its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 3.3% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange... More of this article »
Image for iShares Core MSCI EAFE ETF (BATS:IEFA) Stock Position Lifted by Highland Capital Management LLC

iShares Core MSCI EAFE ETF (BATS:IEFA) Stock Position Lifted by Highland Capital Management LLC

Highland Capital Management LLC boosted its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.1% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor... More of this article »
Image for Danielle L. Kirgan Sells 3,274 Shares of Macy’s, Inc. (NYSE:M) Stock

Danielle L. Kirgan Sells 3,274 Shares of Macy’s, Inc. (NYSE:M) Stock

Macy’s, Inc. (NYSE:M – Get Free Report) EVP Danielle L. Kirgan sold 3,274 shares of the company’s stock in a transaction that occurred on Monday, March 25th. The stock was sold at an average price of $20.28, for a... More of this article »
Image for Adrian V. Mitchell Sells 3,437 Shares of Macy’s, Inc. (NYSE:M) Stock

Adrian V. Mitchell Sells 3,437 Shares of Macy’s, Inc. (NYSE:M) Stock

Macy’s, Inc. (NYSE:M – Get Free Report) CFO Adrian V. Mitchell sold 3,437 shares of the stock in a transaction dated Monday, March 25th. The shares were sold at an average price of $20.28, for a total transaction of $69,702.36.... More of this article »
Image for RNC Capital Management LLC Has $1.60 Million Position in Applied Materials, Inc. (NASDAQ:AMAT)

RNC Capital Management LLC Has $1.60 Million Position in Applied Materials, Inc. (NASDAQ:AMAT)

RNC Capital Management LLC reduced its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 4.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The... More of this article »