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Sunpointe LLC Makes New Investment in United Parcel Service, Inc. (NYSE:UPS)

Sunpointe LLC bought a new position in United Parcel Service, Inc. (NYSE:UPS – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,507 shares of the transportation company’s stock, valued at approximately $394,000. Other institutional investors and hedge […] ....

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Midland Wealth Advisors LLC Invests $4.64 Million in PepsiCo, Inc. (NASDAQ:PEP)

Midland Wealth Advisors LLC bought a new stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm bought 27,295 shares of the company’s stock, valued at approximately $4,636,000. PepsiCo makes up 0.3% of Midland Wealth Advisors LLC’s investment portfolio, […] ....

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Victory Capital Holdings, Inc. (NASDAQ:VCTR) Shares Bought by Argent Capital Management LLC

Argent Capital Management LLC increased its holdings in Victory Capital Holdings, Inc. (NASDAQ:VCTR – Free Report) by 1.9% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 91,566 shares of the company’s stock after purchasing an additional 1,682 shares during the quarter. Argent Capital Management […] ....

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Shell plc (NYSE:SHEL) Shares Sold by Concentric Wealth Management LLC

Concentric Wealth Management LLC trimmed its position in Shell plc (NYSE:SHEL – Free Report) by 1.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 53,921 shares of the energy company’s stock after selling 665 shares during the period. Concentric Wealth Management LLC’s holdings in Shell were worth $3,548,000 at the end of the […] ....

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Concentric Wealth Management LLC Boosts Stock Position in PepsiCo, Inc. (NASDAQ:PEP)

Concentric Wealth Management LLC boosted its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 17.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 37,700 shares of the company’s stock after acquiring an additional 5,702 shares during the period. […] ....

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