Lee Danner News Today

One Charles Private Wealth Services LLC boosted its stake in shares of Iron Mountain Incorporated (NYSE:IRM – Free Report) by 7.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,474 shares of the financial services provider’s stock after buying […]

Lee Danner & Bass Inc. cut its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 25,118 shares of the information services provider’s stock after selling 158 shares during the quarter. Lee Danner […]

Lee Danner & Bass Inc. lessened its position in Johnson & Johnson (NYSE:JNJ – Free Report) by 0.7% in the fourth quarter, HoldingsChannel reports. The firm owned 109,197 shares of the company’s stock after selling 780 shares during the quarter. Johnson & Johnson accounts for approximately 1.5% of Lee Danner & Bass Inc.’s holdings, making […]

Foster & Motley Inc. purchased a new position in shares of Fiserv, Inc. (NYSE:FI – Free Report) during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 3,454 shares of the business services provider’s stock, valued at approximately $459,000. A number of other hedge funds and other […]

Lee Danner & Bass Inc. lessened its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.3% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 3,317 shares of the exchange traded fund’s stock after selling 78 shares during the quarter. Lee Danner […]

Lee Danner & Bass Inc. reduced its position in Truist Financial Co. (NYSE:TFC – Free Report) by 11.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 56,859 shares of the insurance provider’s stock after selling 7,041 shares during the period. Lee Danner & Bass Inc.’s holdings […]

Lee Danner & Bass Inc. decreased its position in shares of American International Group, Inc. (NYSE:AIG – Free Report) by 12.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 14,107 shares of the insurance provider’s stock after selling […]

Lee Danner & Bass Inc. lifted its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 0.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 62,127 shares of the credit-card processor’s stock after acquiring an additional 259 shares during the quarter. Visa […]

RWA Wealth Partners LLC grew its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 85.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 58,474 shares of the social networking company’s stock after purchasing an additional 26,925 shares during the […]

Lee Danner & Bass Inc. lifted its holdings in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 3.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,764 shares of the exchange traded fund’s stock after buying an […]