Week Herald

Williams Jones Wealth Management LLC. Sells 6,579 Shares of Cisco Systems, Inc. (NASDAQ:CSCO)

Posted by Rex Bailey on Nov 27th, 2020

Williams Jones Wealth Management LLC. reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 479,482...

Pathstone Family Office LLC Increases Holdings in Cisco Systems, Inc. (NASDAQ:CSCO)

Posted by Samantha Guadardo on Nov 27th, 2020

Pathstone Family Office LLC lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 5.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional...

Williams Jones Wealth Management LLC. Has $54.60 Million Stock Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Posted by Samantha Guadardo on Nov 27th, 2020

Williams Jones Wealth Management LLC. lessened its stake in shares of JPMorgan Chase & Co. (NYSE:JPM) by 0.5% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 567,169 shares...

Southeast Asset Advisors Inc. Acquires 1,250 Shares of Intel Co. (NASDAQ:INTC)

Posted by Samantha Guadardo on Nov 27th, 2020

Southeast Asset Advisors Inc. boosted its holdings in Intel Co. (NASDAQ:INTC) by 1.2% during the third quarter, HoldingsChannel.com reports. The fund owned 102,645 shares of the chip maker’s stock after purchasing an additional...

Wrapmanager Inc. Has $959,000 Position in Gilead Sciences, Inc. (NASDAQ:GILD)

Wrapmanager Inc. Has $959,000 Position in Gilead Sciences, Inc. (NASDAQ:GILD)

Posted by Anthony Sawyer on Nov 27th, 2020

Wrapmanager Inc. increased its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD) by 87.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,183...

Visa Inc. (NYSE:V) Shares Bought by Taikang Asset Management Hong Kong Co Ltd

Visa Inc. (NYSE:V) Shares Bought by Taikang Asset Management Hong Kong Co Ltd

Posted by Rex Bailey on Nov 27th, 2020

Taikang Asset Management Hong Kong Co Ltd grew its holdings in shares of Visa Inc. (NYSE:V) by 1.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,768...

Williams Jones Wealth Management LLC. Sells 6,473 Shares of Facebook, Inc. (NASDAQ:FB)

Posted by Anthony Sawyer on Nov 27th, 2020

Williams Jones Wealth Management LLC. lessened its position in Facebook, Inc. (NASDAQ:FB) by 3.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The...

Sprott Inc. Has $1.11 Million Holdings in Exxon Mobil Co. (NYSE:XOM)

Sprott Inc. Has $1.11 Million Holdings in Exxon Mobil Co. (NYSE:XOM)

Posted by Anthony Sawyer on Nov 27th, 2020

Sprott Inc. cut its holdings in shares of Exxon Mobil Co. (NYSE:XOM) by 75.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor ...

Nations Financial Group Inc. IA ADV Boosts Stock Position in Abbott Laboratories (NYSE:ABT)

Posted by Samantha Guadardo on Nov 27th, 2020

Nations Financial Group Inc. IA ADV grew its holdings in Abbott Laboratories (NYSE:ABT) by 15.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor...

JBF Capital Inc. Sells 55,000 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

JBF Capital Inc. Sells 55,000 Shares of Vanguard S&P 500 ETF (NYSEARCA:VOO)

Posted by Samantha Guadardo on Nov 27th, 2020

JBF Capital Inc. reduced its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 3.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,403,168 shares of the company’s...

Alphabet Inc. (NASDAQ:GOOGL) is Quilter Plc’s 6th Largest Position

Posted by Devon Dixon on Nov 27th, 2020

Quilter Plc trimmed its position in Alphabet Inc. (NASDAQ:GOOGL) by 1.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 71,887 shares of the information services...

RBA Wealth Management LLC Has $751,000 Position in AbbVie Inc. (NYSE:ABBV)

Posted by Devon Dixon on Nov 27th, 2020

RBA Wealth Management LLC increased its position in AbbVie Inc. (NYSE:ABBV) by 68.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,575 shares of the company’s stock after...

Wrapmanager Inc. Sells 1,567 Shares of AbbVie Inc. (NYSE:ABBV)

Posted by Devon Dixon on Nov 27th, 2020

Wrapmanager Inc. cut its stake in AbbVie Inc. (NYSE:ABBV) by 6.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 21,247 shares of the company’s...

Invesco QQQ Trust (NASDAQ:QQQ) Shares Bought by Pathstone Family Office LLC

Posted by Anthony Sawyer on Nov 27th, 2020

Pathstone Family Office LLC raised its holdings in Invesco QQQ Trust (NASDAQ:QQQ) by 0.4% in the third quarter, Holdings Channel.com reports. The fund owned 14,877 shares of the exchange traded fund’s stock after acquiring an...

RBA Wealth Management LLC Sells 248 Shares of The Home Depot, Inc. (NYSE:HD)

Posted by Anthony Sawyer on Nov 27th, 2020

RBA Wealth Management LLC lowered its position in shares of The Home Depot, Inc. (NYSE:HD) by 6.5% in the 3rd quarter, Holdings Channel.com reports. The fund owned 3,586 shares of the home improvement retailer’s stock after...

Williams Jones Wealth Management LLC. Sells 3,174 Shares of Danaher Co. (NYSE:DHR)

Posted by Devon Dixon on Nov 27th, 2020

Williams Jones Wealth Management LLC. cut its stake in Danaher Co. (NYSE:DHR) by 0.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 483,306 shares...