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Goodwin Daniel L Lowers Stake in Blackstone Inc. (NYSE:BX)

Goodwin Daniel L lowered its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 63.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,700 shares of the asset manager’s stock after selling 6,400 shares during the period. Goodwin Daniel L’s holdings […]
United States Johng Finley Goodwin Daniel David Payne Financial Advisors Ltd Wells Fargo Company
Source: wkrb13.com

Stonegate Investment Group LLC Sells 327 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)

Stonegate Investment Group LLC cut its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 1.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,355 shares of the investment management company’s stock after selling 327 shares during the quarter. […]
Erickat Leslie Goodwin Daniel Goldman Sachs Group Price Performance Stratos Wealth Advisors Advisor Alliance Goldman Sachs Group Inc

Arlington Partners LLC Has $189,000 Position in Phillips 66 (NYSE:PSX)

Arlington Partners LLC boosted its holdings in Phillips 66 (NYSE:PSX – Free Report) by 26.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,576 shares of the oil and gas company’s stock after acquiring an additional 328 shares during […]
United States United Kingdom Goodwin Daniel Kevinj Mitchell Joseph Scott Pruitt Raymond James

Goodwin Daniel L Takes Position in Phillips 66 (NYSE:PSX)

Goodwin Daniel L acquired a new position in shares of Phillips 66 (NYSE:PSX – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 2,500 shares of the oil and gas company’s stock, valued at approximately $300,000. Other institutional investors and […]
United States San Diego United Kingdom Vanessa Allen Sutherland Goodwin Daniel Kevinj Mitchell

Goodwin Daniel L Takes $300,000 Position in Phillips 66 (NYSE:PSX)

Goodwin Daniel L purchased a new stake in Phillips 66 (NYSE:PSX – Free Report) in the third quarter, Holdings Channel.com reports. The fund purchased 2,500 shares of the oil and gas company’s stock, valued at approximately $300,000. Several other institutional investors also recently modified their holdings of PSX. First Capital Advisors Group LLC. bought a […]
United States San Diego United Kingdom Joseph Scott Pruitt Kevinj Mitchell Raymond James
Source: wkrb13.com

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J.W. Cole Advisors Inc. Sells 782 Shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

J.W. Cole Advisors Inc. cut its stake in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA – Free Report) by 6.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,770 shares of the exchange traded fund’s stock after selling […]
United States Goodwin Daniel Fintrust Capital Advisors Jw Cole Advisors Inc W Cole Advisors Inc Exchange Commission
Source: wkrb13.com

Verizon Communications Inc. (NYSE:VZ) Shares Sold by Forza Wealth Management LLC

Forza Wealth Management LLC trimmed its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 1.0% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 33,030 shares of the cell phone carrier’s stock after selling 327 shares during the period. Forza […]
United States Craigl Silliman Goodwin Daniel Capital Advisors Inc Verizon Communications Stratos Wealth Advisors

Greystone Housing Impact Investors LP (NYSE:GHI) Shares Acquired by Goodwin Daniel L

Goodwin Daniel L increased its position in shares of Greystone Housing Impact Investors LP (NYSE:GHI – Free Report) by 19.0% during the 3rd quarter, Holdings Channel.com reports. The fund owned 104,442 shares of the company’s stock after acquiring an additional 16,689 shares during the period. Greystone Housing Impact Investors accounts for about 0.8% of Goodwin […]
United Kingdom Goodwin Daniel Holdings Channel Jmf Properties Newbridge Financial Services Group Inc Cambridge Investment Research Advisors Inc
Source: wkrb13.com

Goodwin Daniel L Purchases 400 Shares of Intuitive Surgical, Inc. (NASDAQ:ISRG)

Goodwin Daniel L raised its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 66.7% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,000 shares of the medical equipment provider’s stock after buying an additional 400 shares during the quarter. Goodwin Daniel L’s […]
United States Goodwin Daniel Robert Desantis Securities Exchange Commission Intuitive Surgical Inc Barclays Plc

Weybosset Research & Management LLC Has $19.57 Million Stake in Deere & Company (NYSE:DE)

Weybosset Research & Management LLC trimmed its position in Deere & Company (NYSE:DE – Free Report) by 1.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 51,867 shares of the industrial products company’s stock after selling 587 shares during the quarter. Deere & Company […]
United States Goodwin Daniel Weybosset Research Management Mechanics Financial Corp Raymond James Financial Services Advisors Inc Deere Company Stock

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