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Planning Center Inc Lowers Stock Position in Alphabet Inc (NASDAQ:GOOG)

Planning Center Inc. trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 39.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,975 shares of the information services provider’s stock after selling 1,305 shares during the quarter. Planning Center Inc.’s holdings […]

TriaGen Wealth Management LLC Boosts Holdings in Alphabet Inc (NASDAQ:GOOG)

TriaGen Wealth Management LLC grew its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 13.0% during the 4th quarter, HoldingsChannel reports. The fund owned 4,340 shares of the information services provider’s stock after acquiring an additional 500 shares during the quarter. TriaGen Wealth Management LLC’s holdings in Alphabet were worth $612,000 at […]

Invesco QQQ (NASDAQ:QQQ) Shares Acquired by Private Ocean LLC

Private Ocean LLC boosted its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 59.2% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,688 shares of the exchange traded fund’s stock after purchasing an additional 1,372 shares during the quarter. Private Ocean LLC’s holdings […]

Stonegate Investment Group LLC Grows Stock Holdings in Costco Wholesale Co (NASDAQ:COST)

Stonegate Investment Group LLC Grows Stock Holdings in Costco Wholesale Co (NASDAQ:COST)
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The Walt Disney Company (NYSE:DIS) Shares Purchased by TIAA Trust National Association

TIAA Trust National Association increased its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 25.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 90,509 shares of the entertainment giant’s stock after acquiring an additional 18,457 shares during the quarter. […]

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