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September 24, 2023
Sterling Investment Counsel LLC grew its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 2.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,006 shares of the CRM provider’s stock after acquiring an additional 77 shares during the […]
September 21, 2023
Tilia Fiduciary Partners Inc. decreased its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 76.0% during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,092 shares of the CRM provider’s stock after selling 3,461 shares during the quarter. Tilia Fiduciary Partners […]
September 21, 2023
Hyperion Partners LLC grew its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 1.8% during the second quarter, HoldingsChannel reports. The fund owned 29,119 shares of the iPhone maker’s stock after acquiring an additional 520 shares during the quarter. Apple comprises about 4.8% of Hyperion Partners LLC’s holdings, making the stock its 9th largest […]
September 19, 2023
Gradient Investments LLC grew its holdings in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 2.8% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 4,482 shares of the company’s stock after acquiring an additional 120 shares during the period. Gradient Investments LLC’s holdings in […]
September 19, 2023
Beacon Capital Management LLC raised its stake in Salesforce, Inc. (NYSE:CRM – Free Report) by 30.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 848 shares of the CRM provider’s stock after purchasing an additional 196 shares during the period. Beacon […]
September 18, 2023
Thrive Wealth Management LLC increased its position in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.5% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,621 shares of the CRM provider’s stock after purchasing an additional […]
September 17, 2023
Mechanics Bank Trust Department reduced its stake in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 0.6% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 29,743 shares of the company’s stock after selling 182 shares during the quarter. Mechanics […]
September 16, 2023
Hyperion Partners LLC boosted its holdings in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 3.9% in the second quarter, Holdings Channel.com reports. The institutional investor owned 33,836 shares of the company’s stock after acquiring an additional 1,263 shares during the period. Vanguard Mid-Cap Growth ETF makes up 5.9% of Hyperion Partners LLC’s portfolio, […]
July 4, 2023
Kathmere Capital Management LLC lifted its holdings in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 12.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,090 shares of the company’s stock after buying an additional 658 […]
July 3, 2023
Avantax Planning Partners Inc. trimmed its holdings in shares of Vanguard Total International Stock ETF (NASDAQ:VXUS – Free Report) by 1.6% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 583,991 shares of the company’s stock after selling 9,465 shares during the period. Vanguard Total International Stock ETF comprises about 1.3% of Avantax Planning […]