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Dfpg Investments LLC Has $2.64 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Klingenstein Fields & Co. LP reduced its position in Shell plc (NYSE:SHEL – Get Rating) by 1.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 105,382 shares of the energy company’s stock after selling 1,065 shares during the period. Klingenstein […]
United States Standard Family Office Exchange Commission Energy Solutions Wolfe Research Godsey Gibb Inc

Klingenstein Fields & Co. LP Sells 839 Shares of Costco Wholesale Co. (NASDAQ:COST)

Klingenstein Fields & Co. LP trimmed its stake in shares of Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 1.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 62,985 shares of the retailer’s stock after selling 839 shares during the quarter. […]
United States Jeffreyh Brotman Jamesc Klauer Caton Frates Jamesd Sinegal Morgan Stanley
Source: wkrb13.com

Fidelity MSCI Financials Index ETF (NYSEARCA:FNCL) Shares Sold by Congress Wealth Management LLC DE

Klingenstein Fields & Co. LP grew its holdings in shares of American Tower Co. (NYSE:AMT – Get Rating) by 0.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 155,474 shares of the real estate investment trust’s stock after purchasing an additional 94 shares […]
United States Sammel Thompson Moffett Nathanson Dimensional Fund Advisors Nuveen Asset Management Massachusetts Financial Services Co

Klingenstein Fields & Co. LP Has $21.64 Million Stock Holdings in Starbucks Co. (NASDAQ:SBUX)

Klingenstein Fields & Co. LP boosted its holdings in shares of Starbucks Co. (NASDAQ:SBUX – Get Rating) by 0.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 218,104 shares of the coffee company’s stock after buying an additional 706 shares during the quarter. Klingenstein Fields & Co. LP’s holdings in Starbucks were worth […]
United States Rachel Ruggeri Zabrina Jenkins Asia Pacific Robertw Baird Hillsdale Investment Management Inc
Source: wkrb13.com

Klingenstein Fields & Co. LP Sells 528 Shares of Canadian Pacific Railway Limited (NYSE:CP)

Klingenstein Fields & Co. LP trimmed its stake in shares of Canadian Pacific Railway Limited (NYSE:CP – Get Rating) (TSE:CP) by 2.3% in the fourth quarter, HoldingsChannel reports. The firm owned 22,909 shares of the transportation company’s stock after selling 528 shares during the quarter. Klingenstein Fields & Co. LP’s holdings in Canadian Pacific Railway […]
Orion Portfolio Solutions Hexagon Capital Partners Canadian Pacific Railway Company Profile Quarter For Canadian Pacific Railway Canadian Pacific Railway News Ratings For Canadian Pacific Railway Daily
Source: wkrb13.com

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Klingenstein Fields & Co. LP Sells 5,331 Shares of Raytheon Technologies Co. (NYSE:RTX)

Klingenstein Fields & Co. LP lowered its holdings in Raytheon Technologies Co. (NYSE:RTX – Get Rating) by 1.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 370,320 shares of the company’s stock after selling 5,331 shares during the quarter. Raytheon Technologies makes […]
Amyl Johnson Collins Aerospace Systems Klingenstein Fields Co Goalvest Advisory Raytheon Technologies Company Profile Wells Fargo Company

Klingenstein Fields & Co. LP Purchases New Shares in Meta Platforms, Inc. (NASDAQ:META)

Klingenstein Fields & Co. LP acquired a new position in Meta Platforms, Inc. (NASDAQ:META – Get Rating) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 116,899 shares of the social networking company’s stock, valued at approximately $14,068,000. Other hedge funds and other institutional […]
New York United States Andrew Bosworth Edward Jones Jennifer Newstead Deutsche Bank Aktiengesellschaft

Klingenstein Fields & Co. LP Buys 400 Shares of Dominion Energy, Inc. (NYSE:D)

Klingenstein Fields & Co. LP lifted its stake in Dominion Energy, Inc. (NYSE:D – Get Rating) by 3.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,040 shares of the utilities provider’s stock after buying an additional 400 shares during the […]
South Carolina United States Covestor Ltd Wells Fargo Company News Ratings For Dominion Energy Daily Boyd Watterson Asset Management
Source: wkrb13.com

Klingenstein Fields & Co. LP Purchases 3,479 Shares of PayPal Holdings, Inc. (NASDAQ:PYPL)

Klingenstein Fields & Co. LP increased its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Get Rating) by 1.1% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 321,712 shares of the credit services provider’s stock after buying an additional 3,479 […]
Danielh Schulman Piper Sandler Klingenstein Fields Co Wells Fargo Company Guyasuta Investment Advisors Inc Moloney Securities Asset Management

Klingenstein Fields & Co. LP Lowers Position in Palantir Technologies Inc. (NYSE:PLTR)

Klingenstein Fields & Co. LP cut its holdings in Palantir Technologies Inc. (NYSE:PLTR – Get Rating) by 61.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 363,060 shares of the company’s stock after selling 588,420 shares during the quarter. Klingenstein […]
United States Nova Scotia Lauren Elaina Friedman Alexanderd Moore Securities Exchange Commission Royal Bank

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