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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
WFA of San Diego LLC purchased a new stake in Freeport-McMoRan Inc. (NYSE:FCX – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 700 shares of the natural resource company’s stock, valued at approximately $27,000. Several other hedge funds and […]
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 […]
April 13, 2023
WealthBridge Capital Management LLC increased its position in iShares Select Dividend ETF (NASDAQ:DVY – Get Rating) by 0.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 14,042 shares of the company’s stock after acquiring an additional 111 shares during the period. […]
April 13, 2023
Balentine LLC decreased its stake in shares of McKesson Co. (NYSE:MCK – Get Rating) by 7.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,832 shares of the company’s stock after selling 328 shares during the quarter. Balentine LLC’s holdings in McKesson […]
April 13, 2023
Twin Capital Management Inc. decreased its holdings in General Mills, Inc. (NYSE:GIS – Get Rating) by 9.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,780 shares of the company’s stock after selling 3,944 shares during the period. […]
April 13, 2023
Fort Washington Investment Advisors Inc. OH lessened its holdings in General Mills, Inc. (NYSE:GIS – Get Rating) by 4.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 9,108 shares of the company’s stock after selling 408 shares during the quarter. Fort Washington […]
April 13, 2023
Bell Bank lowered its stake in Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Get Rating) by 15.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 4,480 shares of the company’s stock after selling 803 shares during the quarter. Bell Bank’s holdings in […]
April 13, 2023
Legal Advantage Investments Inc. bought a new position in Chubb Limited (NYSE:CB – Get Rating) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 2,000 shares of the financial services provider’s stock, valued at approximately $441,000. A number of other large investors have also added […]