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July 10, 2023
Morton Brown Family Wealth LLC decreased its holdings in shares of iShares ESG Aware MSCI EM ETF (NASDAQ:ESGE – Free Report) by 25.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,316 shares of the company’s stock after selling 2,189 […]
July 10, 2023
Upper Left Wealth Management LLC grew its stake in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH – Free Report) by 8.3% in the first quarter, according to its most recent filing with the SEC. The institutional investor owned 163,530 shares of the company’s stock after purchasing an additional 12,574 shares during the period. Schwab U.S. […]
July 8, 2023
First Personal Financial Services lessened its holdings in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 6.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,023 shares of the conglomerate’s stock after selling 65 shares during the quarter. First Personal Financial […]
July 6, 2023
Merit Financial Group LLC grew its position in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 1.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 27,595 shares of the conglomerate’s stock after buying an additional 462 shares during […]
July 5, 2023
Ahrens Investment Partners LLC trimmed its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 10.0% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 28,706 shares of the exchange traded fund’s stock after selling 3,207 shares during the quarter. SPDR Gold […]
July 4, 2023
James Hambro & Partners raised its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 0.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 108,505 shares of the exchange traded fund’s stock after acquiring an additional 113 shares […]
July 4, 2023
Wesbanco Bank Inc. cut its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 0.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,993 shares of the conglomerate’s stock after selling 440 shares during the quarter. […]
July 4, 2023
Grimes & Company Inc. grew its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 2.0% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,527 shares of the exchange traded fund’s stock after buying an additional 90 shares during the […]
July 3, 2023
Ferguson Wellman Capital Management Inc. increased its holdings in Honeywell International Inc. (NASDAQ:HON – Free Report) by 0.7% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 414,100 shares of the conglomerate’s stock after purchasing an additional 2,951 shares during the period. Honeywell International […]
July 1, 2023
Capital Advisors Inc. OK trimmed its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 15.8% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,835 shares of the exchange traded fund’s stock after selling 344 shares during the quarter. Capital […]