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June 28, 2023
Gradient Investments LLC boosted its stake in Shell plc (NYSE:SHEL – Get Rating) by 9.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,483 shares of the energy company’s stock after purchasing an additional 838 shares during the quarter. Gradient […]
June 28, 2023
Waller Financial Planning Group Inc. acquired a new stake in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,098 shares of the exchange traded fund’s stock, valued at approximately $201,000. Several other hedge funds and other institutional […]
June 28, 2023
Leuthold Group LLC lessened its holdings in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 1.9% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 45,198 shares of the exchange traded fund’s stock after selling 857 shares during the quarter. SPDR Gold Shares […]
June 27, 2023
Optas LLC lifted its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Get Rating) by 1,798.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 25,157 shares of the company’s stock after acquiring an additional 23,832 shares during the period. Vanguard […]
June 26, 2023
First Command Financial Services Inc. grew its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Get Rating) by 3.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 11,268 shares of the company’s stock after buying an additional 371 shares during the period. First […]
June 26, 2023
Winthrop Advisory Group LLC lifted its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 4.5% during the 1st quarter, HoldingsChannel reports. The fund owned 2,314 shares of the exchange traded fund’s stock after purchasing an additional 100 shares during the period. Winthrop Advisory Group LLC’s holdings in SPDR Gold Shares were […]
June 26, 2023
Bourgeon Capital Management LLC grew its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 0.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 112,044 shares of the company’s stock after purchasing an additional 410 shares during the quarter. Mondelez […]
June 26, 2023
Lederer & Associates Investment Counsel CA lessened its position in Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 1.1% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 18,307 shares of the company’s stock after selling 205 shares during the quarter. Lederer & Associates […]
June 25, 2023
First International Bank & Trust trimmed its holdings in Mondelez International, Inc. (NASDAQ:MDLZ – Get Rating) by 3.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,120 shares of the company’s stock after selling 312 shares during the quarter. […]
June 25, 2023
Hunter Perkins Capital Management LLC reduced its holdings in shares of Zebra Technologies Co. (NASDAQ:ZBRA – Get Rating) by 45.9% in the first quarter, HoldingsChannel.com reports. The fund owned 16,630 shares of the industrial products company’s stock after selling 14,108 shares during the quarter. Zebra Technologies accounts for 1.2% of Hunter Perkins Capital Management LLC’s […]