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October 29, 2023
High Note Wealth LLC boosted its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 31.6% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 18,580 shares of the software giant’s stock after purchasing an additional 4,462 shares during the quarter. […]
October 29, 2023
WT Wealth Management decreased its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 22.4% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,351 shares of the software giant’s stock after selling 2,982 shares during the quarter. Microsoft makes […]
October 28, 2023
Hunter Associates Investment Management LLC lessened its holdings in Crown Castle Inc. (NYSE:CCI – Free Report) by 6.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,797 shares of the real estate investment trust’s stock after selling 249 shares […]
October 15, 2023
Tokio Marine Asset Management Co. Ltd. lifted its stake in shares of Crown Castle Inc. (NYSE:CCI – Free Report) by 3.5% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,434 shares of the real estate investment trust’s stock after purchasing an additional […]
October 8, 2023
Dupont Capital Management Corp increased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 7.5% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 64,047 shares of the healthcare conglomerate’s stock after purchasing an additional 4,479 shares during the quarter. UnitedHealth […]
October 8, 2023
High Note Wealth LLC trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 7.8% in the second quarter, according to the company in its most recent filing with the SEC. The firm owned 18,435 shares of the company’s stock after selling 1,564 shares during the quarter. iShares Core […]
October 6, 2023
High Note Wealth LLC lessened its holdings in Lockheed Martin Co. (NYSE:LMT – Free Report) by 1.0% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 2,660 shares of the aerospace company’s stock after selling 27 shares during the quarter. High Note Wealth LLC’s holdings in Lockheed Martin were worth $1,225,000 as of its […]
October 6, 2023
High Note Wealth LLC reduced its stake in Walmart Inc. (NYSE:WMT – Free Report) by 7.0% in the second quarter, HoldingsChannel.com reports. The fund owned 18,967 shares of the retailer’s stock after selling 1,422 shares during the quarter. Walmart accounts for 1.2% of High Note Wealth LLC’s portfolio, making the stock its 25th biggest position. […]
October 1, 2023
Garland Capital Management Inc. boosted its position in Crown Castle Inc. (NYSE:CCI – Free Report) by 2.8% in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,075 shares of the real estate investment trust’s stock after buying an additional 665 shares during the […]
September 23, 2023
Brookstone Capital Management raised its holdings in Crown Castle Inc. (NYSE:CCI – Free Report) by 4.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 4,164 shares of the real estate investment trust’s stock after buying an additional 166 shares during the quarter. Brookstone […]