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Holistic Financial Partners Buys 736 Shares of Alphabet Inc. (NASDAQ:GOOGL)

Holistic Financial Partners grew its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 28.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,355 shares of the information services provider’s stock after buying an additional 736 shares during […]

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Sar Wealth Management Group LLC Buys New Stake in Alphabet Inc. (NASDAQ:GOOGL)

Sar Wealth Management Group LLC bought a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) during the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 1,966 shares of the information services provider’s stock, valued at approximately $275,000. Several other hedge funds and other institutional investors also recently bought […]

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Alphabet Inc. (NASDAQ:GOOGL) Shares Sold by Fiduciary Trust Co

Fiduciary Trust Co reduced its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.2% in the 4th quarter, Holdings Channel reports. The institutional investor owned 702,774 shares of the information services provider’s stock after selling 1,321 shares during the quarter. Alphabet accounts for about 1.6% of Fiduciary Trust Co’s investment portfolio, making the stock […]

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Allegheny Financial Group LTD Increases Stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Allegheny Financial Group LTD boosted its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,302 shares of the company’s stock after purchasing an additional 46 shares during the period. […]

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Oak Hill Wealth Advisors LLC Trims Stock Position in Realty Income Co. (NYSE:O)

Oak Hill Wealth Advisors LLC cut its stake in Realty Income Co. (NYSE:O – Free Report) by 14.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 13,957 shares of the real estate investment trust’s stock after selling 2,405 shares during the period. Oak […]

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