Naviter Wealth LLC decreased its stake in shares of Welltower Inc. (NYSE:WELL – Free Report) by 8.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 42,929 shares of the real estate investment trust’s stock after selling 3,896 shares during the quarter. Welltower […]

Naviter Wealth LLC lessened its stake in shares of Novartis AG (NYSE:NVS – Free Report) by 13.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 37,658 shares of the company’s stock after selling 5,873 shares during the period. Novartis accounts for about 0.7% of Naviter Wealth LLC’s investment portfolio, making the stock its 28th […]

Naviter Wealth LLC decreased its stake in McDonald’s Corporation (NYSE:MCD – Free Report) by 18.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,829 shares of the fast-food giant’s stock after selling 1,721 shares during the period. Naviter Wealth […]

Stratos Wealth Partners LTD. lessened its holdings in Coinbase Global, Inc. (NASDAQ:COIN) by 50.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 9,357 shares of the cryptocurrency exchange’s stock after selling 9,374 shares during the quarter. Stratos Wealth Partners LTD.’s holdings […]