YHB Investment Advisors, Inc

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YHB Investment Advisors Inc. Sells 3,077 Shares Of Oracle

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Jan 28, 2025 · YHB Investment Advisors Inc. lowered its stake in shares of Oracle Co. (NYSE:ORCL - Free Report) by 4.2% during the fourth quarter, according to the company in …

marketbeat.com

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YHB Investment Advisors Inc. Sells 684 Shares Of Oracle Co

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Sep 3, 2024 · The fund owned 73,764 shares of the enterprise software provider’s stock after selling 684 shares during the quarter. Oracle accounts for 0.9% of YHB Investment Advisors …

techdows.com

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The Southern Company (NYSE:SO) Holdings Increased By YHB …

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Jan 29, 2025 · YHB Investment Advisors Inc. lifted its position in shares of The Southern Company (NYSE:SO - Free Report) by 172.4% during the 4th quarter, according to its most …

marketbeat.com

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YHB INVESTMENT ADVISORS, INC. - WhaleWisdom.com

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YHB Investment Advisors is a large advisory firm with 1062 clients and discretionary assets under management (AUM) of $1,746,994,000 (Form ADV from 2025-01-14). Their last reported 13F …

whalewisdom.com

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YHB Investment Advisors Inc. Sells 1,164 Shares Of Veralto Co.

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Jan 28, 2025 · YHB Investment Advisors Inc. cut its stake in Veralto Co. (NYSE:VLTO – Free Report) by 6.0% in the 4th quarter, according to its most recent filing with the Securities and …

techdows.com

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YHB Investment Advisors Inc. Sells 901 Shares Of Costco Wholesale …

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Oct 25, 2024 · YHB Investment Advisors Inc. cut its position in shares of Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.0% in the 3rd quarter, HoldingsChannel.com reports. …

americanbankingnews.com

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YHB Investment Advisors Inc. Buys 3,352 Shares Of AbbVie

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Jan 29, 2025 · YHB Investment Advisors Inc. grew its stake in shares of AbbVie Inc. (NYSE:ABBV - Free Report) by 10.1% in the fourth quarter, according to the company in its most recent …

marketbeat.com

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YHB Investment Advisors Inc. Lowers Position In Paychex

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Jan 28, 2025 · YHB Investment Advisors Inc. lessened its stake in shares of Paychex, Inc. (NASDAQ:PAYX - Free Report) by 10.2% in the 4th quarter, according to its most recent 13F …

marketbeat.com

FAQs about YHB Investment Advisors, Inc Coupon?

Who is YHB investment advisors?

On October 2, 2024, YHB Investment Advisors was named 24th in the CNBC Financial Advisors 100 list. The CNBC FA 100 ranking recognizes firms that help clients successfully navigate their financial lives. The selection process involved a rigorous methodology assessing over 40,000 Registered Investment Advisors (RIA) for the 100 available spots. ...

Does Nordea Investment Management AB own oracle?

Nordea Investment Management AB lessened its holdings in shares of Oracle Co. (NYSE:ORCL - Free Report) by 48.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,039,746 shares of the enterprise software provider's stock ...

How does YHB selection process work?

The selection process involved a rigorous methodology assessing over 40,000 Registered Investment Advisors (RIA) for the 100 available spots. YHB offers personalized investment management, retirement planning, estate planning, trustee services, assistance with charitable giving, and more. ...

Does regent peak Wealth Advisors LLC own Oracle co?

Regent Peak Wealth Advisors LLC decreased its holdings in shares of Oracle Co. (NYSE:ORCL - Free Report) by 56.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,434 shares of the enter ...

Does confluence Investment Management LLC own oracle?

Confluence Investment Management LLC decreased its holdings in Oracle Co. (NYSE:ORCL - Free Report) by 4.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 550,299 shares of the enterprise software provide ...

What services does YHB offer?

YHB offers personalized investment management, retirement planning, estate planning, trustee services, assistance with charitable giving, and more. Since 1989, YHB Investment Advisors has been offering the expertise of a larger firm with the personalized attention of a small team to enhance our clients’ experience. Why Choose YHB? ...