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Accenture plc (NYSE:ACN) Shares Acquired by Klingenstein Fields & Co. LP

Klingenstein Fields & Co. LP raised its holdings in shares of Accenture plc (NYSE:ACN – Free Report) by 2.7% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 58,243 shares of the information technology services provider’s stock after acquiring an additional 1,542 shares […]
Robertw Baird Klingenstein Fields Co Guardian Wealth Advisors Royal Bank Strategic Investment Solutions Inc Bluepath Capital Management
Source: wkrb13.com

McDonald's Co. (NYSE:MCD) Shares Acquired by Klingenstein Fields & Co. LP

Klingenstein Fields & Co. LP increased its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 1.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,561 shares of the fast-food giant’s stock after purchasing an additional 57 shares during […]
United States Josephm Erlinger Piper Sandler Osaic Holdings Inc Ltd Zurich Norges Bank
Source: wkrb13.com

Klingenstein Fields & Co. LP Sells 1,465 Shares of Mastercard Incorporated (NYSE:MA)

Klingenstein Fields & Co. LP cut its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 4.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 33,771 shares of the credit services provider’s stock after selling 1,465 shares during […]
United States Nova Scotia Richardk Davis Raymond James Mackenzie Financial Corp First Western Trust Bank
Source: wkrb13.com

The Home Depot, Inc. (NYSE:HD) Position Lowered by Klingenstein Fields & Co. LP

Klingenstein Fields & Co. LP decreased its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.2% during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 72,272 shares of the home improvement retailer’s stock after selling 179 shares during the period. Klingenstein […]
United States Teresa Wynn Roseborough Timothya Hourigan Klingenstein Fields Co Washington Trust Advisors Inc Key Financial Inc

Klingenstein Fields & Co. LP Invests $210,000 in The Charles Schwab Co. (NYSE:SCHW)

Klingenstein Fields & Co. LP acquired a new position in shares of The Charles Schwab Co. (NYSE:SCHW – Free Report) during the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 3,707 shares of the financial services provider’s stock, valued at approximately $210,000. A number of other […]
Peterj Morgan Charles Schwab Peterb Crawford Pricet Rowe Associates Inc Ltd Zurich Morgan Stanley
Source: wkrb13.com

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Klingenstein Fields & Co. LP Sells 37 Shares of Meta Platforms, Inc. (NASDAQ:META)

Klingenstein Fields & Co. LP decreased its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.5% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 7,913 shares of the social networking company’s stock after selling 37 shares during the quarter. Klingenstein Fields & […]
Jennifer Newstead Nicholas Clegg Norway Savings Bank Klingenstein Fields Co Farmers Merchants Investments Inc Little House Capital
Source: wkrb13.com

Klingenstein Fields & Co. LP Lowers Position in Verizon Communications Inc. (NYSE:VZ)

Klingenstein Fields & Co. LP trimmed its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 21.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,403 shares of the cell phone carrier’s stock after selling 2,057 shares during the quarter. […]
Ae Wealth Management Verizon Consumer Group Quarter For Verizon Communications Wealth Consulting Inc Providence Capital Advisors Verizon Communications Company Profile

Klingenstein Fields & Co. LP Purchases New Holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI)

Klingenstein Fields & Co. LP purchased a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 919 shares of the company’s stock, valued at approximately $202,000. Several […]
New York United States Company Profile Advisor Group Vanguard Total Stock Market Index Fund Moneta Group Investment Advisors

Klingenstein Fields & Co. LP Decreases Stock Holdings in Stryker Co. (NYSE:SYK)

Klingenstein Fields & Co. LP cut its stake in shares of Stryker Co. (NYSE:SYK – Free Report) by 0.4% in the second quarter, according to its most recent disclosure with the SEC. The firm owned 83,585 shares of the medical technology company’s stock after selling 356 shares during the period. Klingenstein Fields & Co. LP’s […]
Viju Menon Stryker Company Profile Royal Bank Advisory Services Freedom Wealth Alliance Stryker Co

Klingenstein Fields & Co. LP Decreases Position in Advanced Micro Devices, Inc. (NASDAQ:AMD)

Klingenstein Fields & Co. LP lessened its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 75.8% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,006 shares of the semiconductor manufacturer’s stock after selling 9,393 shares during the quarter. Klingenstein […]
United States Robertw Baird Paul Darren Grasby Lisat Su Shikiar Asset Management Inc Itau Unibanco Holding

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