U.S. Capital Wealth Advisors LLC lowered its position in United Parcel Service, Inc. (NYSE:UPS – Free Report) by 47.6% in the ...

SkyOak Wealth LLC lessened its holdings in Bank of America Co. (NYSE:BAC – Free Report) by 8.8% in the 4th quarter, according ...

Valley National Advisers Inc. lowered its stake in shares of Novartis AG (NYSE:NVS – Free Report) by 7.0% during the fourth ...

Pacific Sage Partners LLC lifted its holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.9% in the ...

Avantra Family Wealth Inc. acquired a new position in shares of Marathon Petroleum Co. (NYSE:MPC – Free Report) in the 4th ...

Compass Advisory Group LLC trimmed its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) ...

Nadler Financial Group Inc. boosted its holdings in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.3% ...

Avantra Family Wealth Inc. purchased a new position in S&P Global Inc. (NYSE:SPGI – Free Report) during the 4th quarter, ...

Round Rock Advisors LLC boosted its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 14.3% during ...

Tokio Marine Asset Management Co. Ltd. raised its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.2% during the 4th ...

Sutton Place Investors LLC acquired a new stake in Blackstone Inc. (NYSE:BX – Free Report) in the 4th quarter, according to ...

SYM FINANCIAL Corp lifted its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 17.4% during the fourth quarter, ...