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Lee Danner & Bass Inc. Purchases Shares of 1,588 Blackstone Inc. (NYSE:BX)

Lee Danner & Bass Inc. acquired a new stake in Blackstone Inc. (NYSE:BX – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 1,588 shares of the asset manager’s stock, valued at approximately $208,000. A number of other hedge funds and […]
United States Johng Finley Wells Fargo Company Blackstone Inc Everence Capital Management Inc Alaska Department Of Revenue

Lee Danner & Bass Inc. Reduces Position in General Mills, Inc. (NYSE:GIS)

Lee Danner & Bass Inc. trimmed its holdings in General Mills, Inc. (NYSE:GIS – Free Report) by 2.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 13,045 shares of the company’s stock after selling 300 shares during the period. Lee Danner & Bass Inc.’s holdings in General Mills were worth $850,000 as of […]
Stifel Nicolaus Jeffreyl Harmening America Foodservice Mills Inc Stratos Wealth Advisors Securities Exchange Commission

Lee Danner & Bass Inc. Sells 78 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Lee Danner & Bass Inc. decreased its holdings in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 2.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,317 shares of the exchange traded fund’s stock after selling 78 shares […]
Solutions Inc Exchange Commission Growth Index Fund Company Profile Mendota Financial Group Cranbrook Wealth Management

Lee Danner & Bass Inc. Decreases Holdings in iShares Russell 1000 Value ETF (NYSEARCA:IWD)

Lee Danner & Bass Inc. lowered its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 0.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,257 shares of the exchange traded fund’s stock after […]
Company Profile Exchange Commission Telemus Capital Lee Danner Bass Inc Value Index Fund Brendel Financial Advisors

Lee Danner & Bass Inc. Makes New Investment in Union Pacific Co. (NYSE:UNP)

Lee Danner & Bass Inc. acquired a new position in shares of Union Pacific Co. (NYSE:UNP – Free Report) in the 4th quarter, according to its most recent filing with the SEC. The fund acquired 1,002 shares of the railroad operator’s stock, valued at approximately $246,000. Several other large investors also recently bought and sold […]
United States New Zealand General New Zealand Sanfordc Bernstein Elizabethf Whited Wellington Management Group

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1,882 Shares in Palo Alto Networks, Inc. (NASDAQ:PANW) Purchased by Lee Danner & Bass Inc.

Lee Danner & Bass Inc. purchased a new position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 1,882 shares of the network technology company’s stock, valued at approximately […]
Joshd Paul Piper Sandler Lee Klarich Palo Alto Networks Company Profile Palo Alto Networks Mv Capital Management Inc

Target Co. (NYSE:TGT) Shares Sold by Lee Danner & Bass Inc.

Lee Danner & Bass Inc. trimmed its position in Target Co. (NYSE:TGT – Free Report) by 4.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,184 shares of the retailer’s stock after selling 265 shares during the period. Lee Danner […]
United States Brianc Cornell Christina Hennington Securities Exchange Commission Stifel Financial Corp Invesco Ltd

Lee Danner & Bass Inc. Sells 60 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Lee Danner & Bass Inc. lessened its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.3% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 767 shares of the company’s stock after selling 60 shares during the period. Lee Danner & […]
United States Jpmorgan Chase Co Securities Exchange Commission Morgan Stanley Lee Danner Bass Inc First Command Advisory Services Inc

Lee Danner & Bass Inc. Has $496,000 Stake in Warner Bros. Discovery, Inc. (NASDAQ:WBD)

Lee Danner & Bass Inc. trimmed its stake in shares of Warner Bros. Discovery, Inc. (NASDAQ:WBD – Free Report) by 3.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 43,605 shares of the company’s stock after selling 1,575 shares during the period. Lee […]
Investment Management Exchange Commission Discovery Inc Daiwa Securities Group Inc Wolfe Research Capital Management Inc
Source: wkrb13.com

Lee Danner & Bass Inc. Sells 3,731 Shares of Roche Holding AG (OTCMKTS:RHHBY)

Lee Danner & Bass Inc. lessened its holdings in shares of Roche Holding AG (OTCMKTS:RHHBY – Free Report) by 29.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 9,012 shares of the company’s stock after selling 3,731 shares during the period. Lee Danner & Bass Inc.’s holdings in Roche were worth $327,000 at the […]
United States Lee Danner Bass Inc Enterprise Financial Services Corp Paradigm Asset Management Co Roche Holding First Horizon Advisors Inc
Source: wkrb13.com

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