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BlackDiamond Wealth Management LLC Buys 82 Shares of Mastercard Incorporated (NYSE:MA)

BlackDiamond Wealth Management LLC boosted its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 12.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 723 shares of the credit services provider’s stock after purchasing an additional 82 shares during the quarter. BlackDiamond […]

Blackdiamond
Alberta
Canada
United-states
Michael-miebach
William-blair
Robertw-baird
Regent-peak-wealth-advisors
Securities-inc
Royal-bank
Keycorp
Mastercard-incorporated

US Bancorp DE Lowers Stock Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

US Bancorp DE lessened its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 18,968,207 shares of the company’s stock after selling 686,915 shares during the period. Vanguard […]

New-york
United-states
American
Strategic-wealth-investment-group
Exchange-commission
Us-bancorp
Nasdaq
Vanguard-total-stock-market-index-fund
Regent-peak-wealth-advisors
Company-profile
Td-asset-management-inc

BCU Wealth Advisors LLC Takes Position in Abbott Laboratories (NYSE:ABT)

BCU Wealth Advisors LLC purchased a new stake in Abbott Laboratories (NYSE:ABT – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 4,443 shares of the healthcare product maker’s stock, valued at approximately $489,000. Abbott Laboratories comprises 0.5% of BCU Wealth Advisors […]

Canada
Raymond-james
Lisad-earnhardt
Securities-exchange-commission
Abbott-laboratories
Syon-capital
Wealthplan-investment-management
Bcu-wealth-advisors
Regent-peak-wealth-advisors
Exchange-commission
Steelpeak-wealth
Citigroup

Moreno Evelyn V Takes Position in Netflix, Inc. (NASDAQ:NFLX)

Moreno Evelyn V bought a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor bought 516 shares of the Internet television network’s stock, valued at approximately $251,000. A number of other institutional investors have also modified their holdings of NFLX. KFA Private Wealth Group LLC boosted […]

California
United-states
Ann-mather
Robertw-baird
Moreno-evelyn
Redburn-atlantic
Spencer-adam-neumann
Netflix-company-profile
Securities-exchange-commission
Nasdaq
Capital-advisors-ltd
Citigroup

Caterpillar Inc. (NYSE:CAT) Shares Sold by FineMark National Bank & Trust

FineMark National Bank & Trust trimmed its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 0.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 73,023 shares of the industrial products company’s stock after selling 320 shares during the period. Caterpillar accounts for approximately 0.9% of FineMark National Bank & Trust’s […]

Stifel-nicolaus
Robertw-baird
David-maclennan
Securities-exchange-commission
Exchange-commission
Its-construction-industries
Caterpillar
Financial-solutions
Wells-fargo-company
Wealthplan-investment-management
Regent-peak-wealth-advisors
Finemark-national-bank

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