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Heritage Wealth Advisors Acquires 500 Shares of Essential Properties Realty Trust, Inc. (NYSE:EPRT)

Heritage Wealth Advisors raised its holdings in shares of Essential Properties Realty Trust, Inc. (NYSE:EPRT – Free Report) by 71.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,200 shares of the company’s stock after buying an additional 500 shares during […]

United-states
Stifel-nicolaus
Peterm-mavoides
Properties-realty-trust-profile
Quarter-for-essential-properties-realty-trust
Principal-securities-inc
Quadrant-capital-group
Edgerock-capital
Properties-realty-trust-trading-down
Properties-realty
Properties-realty-trust-dividend-announcement
Covestor-ltd

Heritage Wealth Advisors Sells 890 Shares of NIKE, Inc. (NYSE:NKE)

Heritage Wealth Advisors trimmed its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 60.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 581 shares of the footwear maker’s stock after selling 890 shares during the period. Heritage Wealth […]

Canada
Chuck-taylor
Jack-purcell
Markg-parker
Johanna-nielsen
Citigroup
Securities-exchange-commission
Royal-bank
Wealthspire-advisors
Sigma-planning-corp
Wealthplan-investment-management
Victory-capital-management-inc

Heritage Wealth Advisors Buys 8,378 Shares of McDonald's Co. (NYSE:MCD)

Heritage Wealth Advisors boosted its position in McDonald’s Co. (NYSE:MCD – Free Report) by 10.6% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 87,302 shares of the fast-food giant’s stock after purchasing an additional 8,378 shares during the period. McDonald’s makes up approximately 1.3% of Heritage Wealth Advisors’ holdings, making the stock its […]

United-states
America
Josephm-erlinger
Mcdonald-co
Bear-mountain-capital-inc
Mcdonald-corporation
Barclays
Signature-resources-capital-management
Morgan-stanley
Atlantic-edge-private-wealth-management
Keener-financial-planning

Heritage Wealth Advisors Has $1.79 Million Stock Holdings in Oracle Co. (NYSE:ORCL)

Heritage Wealth Advisors lifted its position in Oracle Co. (NYSE:ORCL – Free Report) by 0.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 16,995 shares of the enterprise software provider’s stock after acquiring an additional 109 shares during the period. Heritage Wealth Advisors’ holdings in Oracle were worth $1,792,000 as of its […]

William-blair
Orion-capital-management
Oracle
Netsuite
Oracle-co
Ritter-daniher-financial-advisory
Nordwand-advisors
Oracle-corporation
Holdings-channel
Goldman-sachs-group
Heritage-wealth-advisors
Free-report

Heritage Wealth Advisors Sells 312 Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Heritage Wealth Advisors cut its holdings in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 55.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 250 shares of the semiconductor company’s stock after selling 312 shares during the quarter. Heritage Wealth […]

Taiwan
Japan
United-states
China
Barclays
Financial-gravity-asset-management-inc
Taiwan-semiconductor-manufacturing-company-limited
Needham-company
Taiwan-semiconductor-manufacturing
Taiwan-semiconductor-manufacturing-increases-dividend
Quarter-for-taiwan-semiconductor-manufacturing

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