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May 21, 2024
Berkeley Capital Partners LLC grew its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 4,668 shares of the company’s stock after acquiring an additional 183 shares during the period. Berkeley Capital Partners LLC’s holdings […]
May 21, 2024
Keystone Financial Group cut its holdings in shares of AT&T Inc. (NYSE:T – Free Report) by 29.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 67,166 shares of the technology company’s stock after selling 27,892 shares during the quarter. Keystone […]
May 21, 2024
Western Pacific Wealth Management LP increased its holdings in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 8,660.0% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 876 shares of the exchange traded fund’s stock after buying an additional 866 shares during the quarter. Western Pacific […]
May 21, 2024
Keystone Financial Group trimmed its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 5.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,393 shares of the company’s stock after selling 134 shares during the period. Keystone Financial Group’s […]
May 21, 2024
Keystone Financial Group lessened its holdings in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 13.0% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,099 shares of the exchange traded fund’s stock after selling 314 shares during the quarter. Keystone […]
May 21, 2024
Western Pacific Wealth Management LP lifted its stake in shares of Wells Fargo & Company (NYSE:WFC) by 8.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,267 shares of the financial services provider’s stock after buying an additional 592 shares during […]
May 21, 2024
Keystone Financial Group boosted its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 3.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,256 shares of the company’s stock after purchasing an additional 577 shares during the period. Keystone […]
May 21, 2024
Brandes Investment Partners LP raised its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 399,108 shares of the manufacturing equipment provider’s stock after purchasing an additional 4,969 shares during the period. Brandes Investment Partners […]
May 21, 2024
Keystone Financial Group lowered its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 6.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,277 shares of the retailer’s stock after selling 508 shares during the period. Keystone Financial […]
May 21, 2024
Franklin Resources Inc. reduced its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 1.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 7,960,673 shares of the footwear maker’s stock after selling 110,553 shares during the quarter. Franklin Resources Inc.’s holdings in NIKE were worth $864,290,000 at the end of the […]