Old North State Wealth Management LLC increased its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 8.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,253 shares of the company’s stock after purchasing an additional 1,155 shares […]

Angeles Wealth Management LLC grew its position in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 34.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,358 shares of the biopharmaceutical company’s stock after purchasing an additional 3,163 shares during the period. Angeles Wealth […]

Angeles Wealth Management LLC grew its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 36.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 15,797 shares of the biopharmaceutical company’s stock after purchasing an additional 4,217 shares during the quarter. Angeles Wealth Management LLC’s holdings in Pfizer were worth $457,000 as of its most […]

Angeles Wealth Management LLC grew its position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 17.4% during the third quarter, according to its most recent filing with the SEC. The firm owned 1,465 shares of the information technology services provider’s stock after acquiring an additional 217 shares during the period. Angeles Wealth Management […]

Angeles Wealth Management LLC reduced its holdings in RTX Co. (NYSE:RTX – Free Report) by 4.3% during the 3rd quarter, Holdings Channel reports. The fund owned 8,191 shares of the company’s stock after selling 372 shares during the period. Angeles Wealth Management LLC’s holdings in RTX were worth $992,000 as of its most recent filing […]

Greenwich Wealth Management LLC lowered its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,713 shares of the exchange traded fund’s stock after selling 42 […]

Greenwich Wealth Management LLC lowered its stake in Kimco Realty Corp (NYSE:KIM – Free Report) by 2.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,849 shares of the real estate investment trust’s stock after selling 822 shares during the quarter. Greenwich […]

Diversify Wealth Management LLC reduced its position in shares of SPDR Blackstone Senior Loan ETF (NYSEARCA:SRLN – Free Report) by 83.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,975 shares of the company’s stock after selling 34,689 shares during […]

Absher Wealth Management LLC boosted its stake in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 26.7% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,643 shares of the transportation company’s stock after purchasing an additional 977 shares during […]

Absher Wealth Management LLC lifted its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 2.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 97,516 shares of the aircraft producer’s stock after purchasing an additional 2,789 shares during the […]

Fonville Wealth Management LLC lifted its position in The Southern Company (NYSE:SO – Free Report) by 6.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,575 shares of the utilities provider’s stock after purchasing an additional 265 shares during the quarter. Fonville […]