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Proficio Capital Partners LLC Boosts Stake in Visa Inc (NYSE:V)

Proficio Capital Partners LLC lifted its holdings in Visa Inc. (NYSE:V – Get Rating) by 0.7% in the 4th quarter, Holdings Channel reports. The firm owned 26,234 shares of the credit-card processor’s stock after acquiring an additional 188 shares during the period. Visa accounts for 1.0% of Proficio Capital Partners LLC’s portfolio, making the stock […]

Wafra Inc Acquires 20,756 Shares of S&P Global Inc (NYSE:SPGI)

Wafra Inc. lifted its position in S&P Global Inc. (NYSE:SPGI – Get Rating) by 62.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 54,258 shares of the business services provider’s stock after purchasing an additional 20,756 shares during the quarter. Wafra Inc.’s holdings in […]

Progressive Investment Management Corp Purchases Shares of 700 Vanguard Utilities ETF (NYSEARCA:VPU)

Progressive Investment Management Corp purchased a new stake in Vanguard Utilities ETF (NYSEARCA:VPU – Get Rating) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 700 shares of the company’s stock, valued at approximately $107,000. A number of other institutional investors […]

Tevis Investment Management Lowers Position in General Dynamics Co (NYSE:GD)

New York State Common Retirement Fund decreased its holdings in shares of The Charles Schwab Co. (NYSE:SCHW – Get Rating) by 13.0% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 4,482,859 shares of the financial services provider’s stock after selling 668,575 shares during the period. New York […]

Family Capital Trust Co Sells 165 Shares of Danaher Co (NYSE:DHR)

Family Capital Trust Co decreased its position in Danaher Co. (NYSE:DHR – Get Rating) by 0.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,279 shares of the conglomerate’s stock after selling 165 shares during the quarter. Danaher makes up 2.4% of Family Capital […]

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