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Wilkinson Global Asset Management LLC Acquires 620 Shares of The Coca-Cola Company (NYSE:KO)

Wilkinson Global Asset Management LLC raised its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 22,095 shares of the company’s stock after purchasing an additional 620 shares during the […] ....

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Chevron Co. (NYSE:CVX) Stake Boosted by Edmond DE Rothschild Holding S.A.

Edmond DE Rothschild Holding S.A. boosted its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 7.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 89,908 shares of the oil and gas company’s stock after purchasing an additional 6,134 shares during […] ....

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Chevron Co. (NYSE:CVX) Shares Bought by Stifel Financial Corp

Stifel Financial Corp grew its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 5.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,779,598 shares of the oil and gas company’s stock after acquiring an additional […] ....

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CreativeOne Wealth LLC Takes $202,000 Position in Alerian MLP ETF (NYSEARCA:AMLP)

CreativeOne Wealth LLC acquired a new position in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 4,748 shares of the exchange traded fund’s stock, valued at approximately $202,000. A number of other institutional investors have […] ....

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SPDR Gold Shares (NYSEARCA:GLD) Shares Sold by AMG National Trust Bank

AMG National Trust Bank cut its position in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 104,893 shares of the exchange traded fund’s stock after selling 517 shares during the period. AMG National Trust Bank’s holdings […] ....

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