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April 17, 2023
Blodgett Wealth Advisors LLC increased its position in shares of iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 11.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,571 shares of the company’s stock after acquiring an additional 1,283 […]
April 16, 2023
Portland Global Advisors LLC lowered its position in shares of Chubb Limited (NYSE:CB – Get Rating) by 1.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 8,550 shares of the financial services provider’s stock after selling 133 shares during the quarter. Portland […]
April 16, 2023
New Mexico Educational Retirement Board lessened its stake in shares of U.S. Bancorp (NYSE:USB – Get Rating) by 6.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 64,561 shares of the financial services provider’s stock after selling 4,600 shares […]
April 15, 2023
Graypoint LLC acquired a new stake in shares of General Mills, Inc. (NYSE:GIS – Get Rating) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 2,524 shares of the company’s stock, valued at approximately $212,000. Several other institutional investors also recently bought and sold shares of GIS. […]
April 15, 2023
New York State Common Retirement Fund trimmed its position in ONEOK, Inc. (NYSE:OKE – Get Rating) by 0.5% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 446,834 shares of the utilities provider’s stock after selling 2,300 shares during the quarter. New […]
April 15, 2023
Groesbeck Investment Management Corp NJ lessened its holdings in shares of ONEOK, Inc. (NYSE:OKE – Get Rating) by 6.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 10,868 shares of the utilities provider’s stock after selling 737 shares during the quarter. Groesbeck Investment Management Corp NJ’s holdings […]
April 14, 2023
Wedbush Securities Inc. reduced its holdings in ONEOK, Inc. (NYSE:OKE – Get Rating) by 1.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 17,370 shares of the utilities provider’s stock after selling 292 shares during the period. Wedbush Securities Inc.’s holdings in ONEOK were worth $1,141,000 at the end of the most recent […]
April 14, 2023
Great Valley Advisor Group Inc. boosted its stake in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI – Get Rating) by 4.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 304,481 shares of the company’s stock after buying an additional 13,045 shares during the period. iShares MSCI ACWI ETF comprises 1.3% of Great Valley Advisor […]
April 14, 2023
MCF Advisors LLC grew its position in Chubb Limited (NYSE:CB – Get Rating) by 6.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,033 shares of the financial services provider’s stock after purchasing an additional 67 shares during the period. MCF […]
April 14, 2023
Creative Financial Designs Inc. ADV raised its position in U.S. Bancorp (NYSE:USB – Get Rating) by 4.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 42,966 shares of the financial services provider’s stock after purchasing an additional 1,696 shares during the period. Creative Financial Designs Inc. ADV’s holdings in U.S. Bancorp were worth […]