Clifford Swan Investment Counsel LLC lowered its holdings in Caterpillar Inc. (NYSE:CAT – Free Report) by 1.2% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 43,444 shares of the industrial products company’s stock after selling 542 shares during the quarter. Clifford Swan Investment Counsel […]
Gulf International Bank UK Ltd reduced its stake in Morgan Stanley (NYSE:MS – Free Report) by 24.2% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 126,669 shares of the financial services provider’s stock after selling 40,346 shares during the period. […]
BerganKDV Wealth Management LLC Reduces Position in Caterpillar Inc. (NYSE:CAT) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Birchcreek Wealth Management LLC grew its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 3.0% in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,393 shares of the industrial products company’s stock after purchasing an additional […]
Financial Management Professionals Inc. trimmed its stake in AT&T Inc. (NYSE:T – Free Report) by 16.6% during the second quarter, Holdings Channel reports. The fund owned 8,372 shares of the technology company’s stock after selling 1,665 shares during the quarter. Financial Management Professionals Inc.’s holdings in AT&T were worth $134,000 as of its most recent […]
Delta Financial Group Inc. raised its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 7.5% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,094 shares of the utilities provider’s stock after purchasing an additional 702 shares during the period. […]
Delta Financial Group Inc. increased its position in AT&T Inc. (NYSE:T – Free Report) by 5.0% in the 2nd quarter, HoldingsChannel.com reports. The fund owned 130,231 shares of the technology company’s stock after acquiring an additional 6,219 shares during the quarter. AT&T accounts for about 2.4% of Delta Financial Group Inc.’s investment portfolio, making the […]
Delta Financial Group Inc. bought a new position in shares of Capital Group International Focus Equity ETF (NYSEARCA:CGXU – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 73,054 shares of the company’s stock, valued at approximately $1,718,000. Capital Group International […]
Delta Financial Group Inc. raised its position in Vanguard Health Care ETF (NYSEARCA:VHT – Free Report) by 55.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,562 shares of the company’s stock after purchasing an additional 3,046 shares during the quarter. Vanguard Health […]
Delta Financial Group Inc. lessened its position in Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX – Free Report) by 1.7% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,289 shares of the company’s stock after selling 242 shares during the period. Delta Financial […]