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Lee Danner & Bass Inc. Invests $555,000 in Palo Alto Networks, Inc. (NASDAQ:PANW)

Lee Danner & Bass Inc. acquired a new position in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 1,882 shares of the network technology company’s stock, valued at approximately $555,000. Several other institutional […]
Lee Klarich Williamd Jenkins Jr News Ratings For Palo Alto Networks Daily Quarter For Palo Alto Networks Goldman Sachs Group Needham Company

Lee Danner & Bass Inc. Has $755,000 Holdings in Otis Worldwide Co. (NYSE:OTIS)

Lee Danner & Bass Inc. lessened its position in shares of Otis Worldwide Co. (NYSE:OTIS – Free Report) by 31.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,444 shares of the company’s stock after selling 3,801 shares during the quarter. Lee Danner & Bass Inc.’s holdings […]
United States Securities Exchange Commission Lee Danner Bass Inc Grantham Mayo Van Otterloo Co Jpmorgan Chase Co Mitsubishi Ufj

Lee Danner & Bass Inc. Sells 300 Shares of General Mills, Inc. (NYSE:GIS)

Lee Danner & Bass Inc. trimmed its holdings in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 2.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 13,045 shares of the company’s stock after selling 300 shares during the quarter. Lee […]
Jeffreyl Harmening America Foodservice Significant Wealth Partners Securities Exchange Commission Cetera Trust Company Hussman Strategic Advisors Inc
Source: wkrb13.com

Lee Danner & Bass Inc. Trims Position in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK)

Lee Danner & Bass Inc. decreased its position in shares of Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) by 6.7% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 1,391 shares of the company’s stock after selling 100 shares during the period. Lee Danner & Bass Inc.’s […]
United States Company Profile Cap Growth Index Fund Sei Investments Co Lee Danner Bass Inc Assetmark Inc

Lee Danner & Bass Inc. Cuts Stock Holdings in Phillips 66 (NYSE:PSX)

Lee Danner & Bass Inc. lessened its position in Phillips 66 (NYSE:PSX – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 9,776 shares of the oil and gas company’s stock after selling 570 shares during […]
United Kingdom United States Piper Sandler Richardg Harbison Robertw Pease Lee Danner Bass Inc
Source: wkrb13.com

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Iron Mountain Incorporated (NYSE:IRM) Position Raised by Lee Danner & Bass Inc.

Lee Danner & Bass Inc. raised its position in shares of Iron Mountain Incorporated (NYSE:IRM – Free Report) by 118.8% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 21,775 shares of the financial services provider’s stock after purchasing an additional 11,825 shares […]
New Zealand General New Zealand Deborah Marson Williaml Meaney Stifel Nicolaus Jp Morgan Private Wealth Advisors
Source: wkrb13.com

Visa Inc. (NYSE:V) Stock Holdings Lifted by Lee Danner & Bass Inc.

Lee Danner & Bass Inc. increased its position in shares of Visa Inc. (NYSE:V – Free Report) by 0.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 62,127 shares of the credit-card processor’s stock after acquiring an additional 259 shares during […]
United States Peterm Andreski Vvisit Holdingschannel William Blair Redburn Atlantic Ryan Mcinerney

SlateStone Wealth LLC Cuts Stock Holdings in The Travelers Companies, Inc. (NYSE:TRV)

SlateStone Wealth LLC decreased its stake in shares of The Travelers Companies, Inc. (NYSE:TRV – Free Report) by 1.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,243 shares of the insurance provider’s stock after selling 58 shares during the period. […]
United States Diane Kurtzman Williamh Heyman Travelers Companies Inc Lee Danner Bass Inc Travelers Companies Increases Dividend
Source: wkrb13.com

Lee Danner & Bass Inc. Reduces Stock Position in Mondelez International, Inc. (NASDAQ:MDLZ)

Lee Danner & Bass Inc. cut its stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 3.0% in the fourth quarter, Holdings Channel.com reports. The firm owned 220,824 shares of the company’s stock after selling 6,739 shares during the quarter. Mondelez International makes up approximately 1.4% of Lee Danner & Bass Inc.’s investment portfolio, […]
United States Stifel Nicolaus Deutsche Bank Aktiengesellschaft Mondelez International Inc News Ratings For Mondelez International Daily Capital Investment Advisory Services

Medtronic plc (NYSE:MDT) Shares Sold by Lee Danner & Bass Inc.

Lee Danner & Bass Inc. decreased its holdings in shares of Medtronic plc (NYSE:MDT – Free Report) by 8.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 124,605 shares of the medical technology company’s stock after selling 11,174 shares during the quarter. Medtronic comprises […]
Sean Salmon Michael Marinaro Hartford Financial Management Inc Fortitude Family Office Investment Consulting Inc Securities Exchange Commission

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