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Gladstone Institutional Advisory LLC Boosts Position in Alphabet Inc. (NASDAQ:GOOGL)

Gladstone Institutional Advisory LLC boosted its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 16.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 95,379 shares of the information services provider’s stock after acquiring an additional 13,659 shares during the […] ....

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Salesforce, Inc. (NYSE:CRM) Position Lessened by Philadelphia Trust Co.

Philadelphia Trust Co. cut its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 0.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 33,700 shares of the CRM provider’s stock after selling 169 shares during the quarter. Philadelphia Trust Co.’s holdings […] ....

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Brady Family Wealth LLC Acquires 734 Shares of Johnson & Johnson (NYSE:JNJ)

Brady Family Wealth LLC grew its holdings in Johnson & Johnson (NYSE:JNJ – Free Report) by 1.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,941 shares of the company’s stock after acquiring an additional 734 shares during the period. Johnson & Johnson […] ....

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Brady Family Wealth LLC Sells 113 Shares of ConocoPhillips (NYSE:COP)

Brady Family Wealth LLC cut its stake in ConocoPhillips (NYSE:COP – Free Report) by 5.8% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,850 shares of the energy producer’s stock after selling 113 shares during the quarter. Brady Family Wealth […] ....

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iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Holdings Raised by Blankinship & Foster LLC

Blankinship & Foster LLC grew its stake in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 680.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 124,133 shares of the company’s stock after acquiring an additional 108,233 shares during the period. iShares Core U.S. Aggregate Bond ETF accounts for about 3.5% […] ....

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