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April 6, 2023
FirstPurpose Wealth LLC lifted its position in shares of SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Get Rating) by 113.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 17,488 shares of the company’s stock after acquiring an additional 9,297 shares during the period. FirstPurpose Wealth LLC’s holdings […]
April 6, 2023
McBroom & Associates LLC reduced its position in The Coca-Cola Company (NYSE:KO – Get Rating) by 15.8% in the 4th quarter, HoldingsChannel.com reports. The fund owned 4,000 shares of the company’s stock after selling 752 shares during the period. McBroom & Associates LLC’s holdings in Coca-Cola were worth $254,000 as of its most recent SEC […]
April 6, 2023
Oregon Public Employees Retirement Fund lifted its stake in shares of Marathon Petroleum Co. (NYSE:MPC – Get Rating) by 18.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 122,415 shares of the oil and gas company’s stock after acquiring […]
April 6, 2023
FirstPurpose Wealth LLC boosted its stake in Salesforce, Inc. (NYSE:CRM – Get Rating) by 12.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 3,657 shares of the CRM provider’s stock after buying an additional 410 shares during the period. FirstPurpose Wealth LLC’s holdings in […]
April 6, 2023
FirstPurpose Wealth LLC purchased a new position in shares of Enbridge Inc. (NYSE:ENB – Get Rating) (TSE:ENB) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 8,067 shares of the pipeline company’s stock, valued at approximately $315,000. Several other institutional investors and hedge funds have also […]
April 6, 2023
New Jersey Better Educational Savings Trust bought a new stake in shares of Oracle Co. (NYSE:ORCL – Get Rating) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund bought 2,500 shares of the enterprise software provider’s stock, valued at approximately $204,000. Several other institutional investors and […]
April 6, 2023
Oregon Public Employees Retirement Fund decreased its holdings in Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 0.7% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 775,597 shares of the biopharmaceutical company’s stock after selling 5,282 shares during the quarter. Bristol-Myers Squibb accounts for […]
April 6, 2023
Manning & Napier Group LLC lowered its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 0.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 491,846 shares of the biopharmaceutical company’s stock after selling 4,445 shares during the period. Manning […]
April 6, 2023
FirstPurpose Wealth LLC grew its position in shares of The Coca-Cola Company (NYSE:KO – Get Rating) by 8.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 7,355 shares of the company’s stock after acquiring an additional 584 shares during the period. FirstPurpose Wealth LLC’s holdings in Coca-Cola were worth $468,000 at the end of […]
April 6, 2023
FirstPurpose Wealth LLC boosted its holdings in Walmart Inc. (NYSE:WMT – Get Rating) by 6.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,411 shares of the retailer’s stock after acquiring an additional 136 shares during the quarter. FirstPurpose Wealth LLC’s holdings […]