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July 5, 2023
West Michigan Advisors LLC bought a new position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) in the 1st quarter, according to its most recent 13F filing with the SEC. The fund bought 3,182 shares of the real estate investment trust’s stock, valued at approximately $426,000. Several other institutional investors also recently modified […]
July 4, 2023
High Note Wealth LLC raised its position in Digital Realty Trust, Inc. (NYSE:DLR – Free Report) by 1.4% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 8,640 shares of the real estate investment trust’s stock after buying an additional 116 shares during the quarter. High Note Wealth […]
July 4, 2023
High Note Wealth LLC lessened its holdings in BlackRock MuniYield Quality Fund II, Inc. (NYSE:MQT – Free Report) by 9.6% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 29,232 shares of the investment management company’s stock after selling 3,111 shares during the quarter. High Note Wealth LLC’s holdings in BlackRock MuniYield Quality Fund […]
July 4, 2023
Wesbanco Bank Inc. trimmed its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 33,524 shares of the company’s stock after selling 1,055 shares during the quarter. Wesbanco Bank […]
July 4, 2023
High Note Wealth LLC trimmed its holdings in shares of Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 2.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 114,950 shares of the company’s stock after selling 3,434 shares during the quarter. Schwab U.S. […]
July 4, 2023
High Note Wealth LLC raised its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 0.2% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 156,617 shares of the company’s stock after buying an additional 241 shares during […]
July 4, 2023
High Note Wealth LLC increased its holdings in General Dynamics Co. (NYSE:GD – Free Report) by 10.3% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,996 shares of the aerospace company’s stock after purchasing an additional 372 shares during the […]
July 4, 2023
High Note Wealth LLC lifted its holdings in L3Harris Technologies, Inc. (NYSE:LHX – Free Report) by 7.9% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 4,145 shares of the company’s stock after buying an additional 304 shares during the quarter. High Note Wealth LLC’s […]
July 4, 2023
High Note Wealth LLC reduced its stake in shares of BlackRock MuniYield Quality Fund II, Inc. (NYSE:MQT – Free Report) by 9.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 29,232 shares of the investment management company’s stock after selling […]
July 4, 2023
High Note Wealth LLC lifted its holdings in shares of General Dynamics Co. (NYSE:GD – Free Report) by 10.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,996 shares of the aerospace company’s stock after acquiring an additional 372 […]