West Coast Financial LLC boosted its stake in Johnson & Johnson (NYSE:JNJ – Get Rating) by 2.0% in the 1st quarter, Holdings Channel reports. The firm owned 9,724 shares of the company’s stock after purchasing an additional 187 shares during the period. West Coast Financial LLC’s holdings in Johnson & Johnson were worth $1,723,000 at … Read more
HMS Capital Management LLC trimmed its stake in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 8.7% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,232 shares of the information services provider’s stock after selling 117 shares during the quarter. Alphabet makes up 1.4% of … Read more
HMS Capital Management LLC raised its stake in JPMorgan Chase & Co. (NYSE:JPM) by 3.0% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 7,472 shares of the financial services provider’s stock after buying an additional 217 shares during the period. HMS Capital Management LLC’s holdings in JPMorgan Chase & Co. were worth $1,019,000 … Read more
Wealthcare Advisory Partners LLC trimmed its position in shares of Apple Inc. (NASDAQ:AAPL – Get Rating) by 1.3% in the first quarter, Holdings Channel reports. The fund owned 130,114 shares of the iPhone maker’s stock after selling 1,694 shares during the quarter. Apple comprises approximately 1.4% of Wealthcare Advisory Partners LLC’s investment portfolio, making the … Read more
McGuire Investment Group LLC cuts its stake in Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 10.7% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 121,652 shares of the biopharmaceutical company’s stock after selling 14,651 during the quarter. Bristol-Myers Squibb makes up approximately … Read more
AE Wealth Management LLC grew its stake in Keurig Dr Pepper Inc. (NASDAQ:KDP – Get Rating) by 4.9% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,992 shares of the company’s stock after buying an additional 1,367 shares during the period. AE Wealth … Read more
AE Wealth Management LLC lifted its holdings in Independence Realty Trust, Inc. (NYSE:IRT – Get Rating) by 16.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 52,329 shares of the real estate investment shares trust’s stock after purchasing an additional 7,566 during the quarter. AE Wealth Management LLC’s holdings in Independence Realty Trust … Read more
AE Wealth Management LLC decreased its holdings in shares of Mplx Lp (NYSE:MPLX – Get Rating) by 35.4% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 35,977 shares of the pipeline company’s stock after selling 19,711 shares during the quarter. AE Wealth Management LLC’s … Read more
Redwood Investments LLC cut its position in The Procter & Gamble Company (NYSE:PG – Get Rating) by 27.1% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,971 shares of the company’s stock after selling 734 shares during the period. Redwood Investments LLC’s holdings in … Read more
Canal Capital Management LLC purchased a new position in shares of The Home Depot, Inc. (NYSE:HD – Get Rating) in the 1st quarter, Holdings Channel reports. The firm 11,214 shares of the home improvement retailer’s purchased stock, valued at approximately $3,357,000. A number of other institutional investors also recently added to or reduced their stakes … Read more
