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White Pine Capital LLC Has $1.75 Million Stock Holdings in iShares TIPS Bond ETF (NYSEARCA:TIP)

White Pine Capital LLC cut its position in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 20.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,301 shares of the exchange traded fund’s stock after selling 4,197 shares […]
Fortis Group Advisors White Pine Capital Covestor Ltd Securities Exchange Commission Income Strategies Company Profile

White Pine Capital LLC Has $1.49 Million Stock Holdings in General Mills, Inc. (NYSE:GIS)

White Pine Capital LLC decreased its holdings in shares of General Mills, Inc. (NYSE:GIS – Free Report) by 2.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 22,896 shares of the company’s stock after selling 553 shares during the […]
United States America Foodservice White Pine Capital International Assets Investment Management Exchange Commission Royal Bank

Parametrica Management Ltd Invests $985,000 in Salesforce, Inc. (NYSE:CRM)

Parametrica Management Ltd acquired a new stake in Salesforce, Inc. (NYSE:CRM – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 3,743 shares of the CRM provider’s stock, valued at approximately $985,000. Salesforce comprises 1.6% of Parametrica Management Ltd’s holdings, making the stock […]
Sundeepg Reddy Jpmorgan Chase Co Salesforce Inc Parametrica Management Ltd Cerity Partners Jp Morgan Private Wealth Advisors

Russell Investments Group Ltd. Has $199.70 Million Position in Salesforce, Inc. (NYSE:CRM)

Russell Investments Group Ltd. grew its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 1.9% in the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 758,097 shares of the CRM provider’s stock after buying an additional 14,489 shares during the period. Russell Investments Group Ltd. owned […]
Marc Benioff Russell Investments Group Ltd International Assets Investment Management Wolfe Research Lone Pine Capital Wells Fargo Company

White Pine Capital LLC Has $1.11 Million Position in Oracle Co. (NYSE:ORCL)

White Pine Capital LLC reduced its stake in Oracle Co. (NYSE:ORCL – Free Report) by 3.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 10,564 shares of the enterprise software provider’s stock after selling 345 shares during the quarter. White Pine Capital LLC’s holdings […]
United States Piper Sandler Safra Catz Connecticut Wealth Management White Pine Capital Oracle Corporation

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White Pine Capital LLC Sells 1,722 Shares of Bank of America Co. (NYSE:BAC)

White Pine Capital LLC cut its holdings in shares of Bank of America Co. (NYSE:BAC) by 4.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 41,323 shares of the financial services provider’s stock after selling 1,722 shares during the […]
United States White Pine Capital Fortis Group Advisors Criterion Capital Advisors Quarter For Bank Wealth Management

White Pine Capital LLC Sells 27,543 Shares of iShares Floating Rate Bond ETF (BATS:FLOT)

White Pine Capital LLC cut its stake in iShares Floating Rate Bond ETF (BATS:FLOT – Free Report) by 20.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 109,585 shares of the company’s stock after selling 27,543 shares during the period. […]
Cape Cod Five Cents Savings Bank White Pine Capital Carmel Capital Partners Exchange Commission Farmers Merchants Trust Co Bryn Mawr Capital Management

Cross Staff Investments Inc Has $1.34 Million Position in Mastercard Incorporated (NYSE:MA)

Cross Staff Investments Inc lifted its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 16.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,148 shares of the credit services provider’s stock after acquiring an additional 441 shares during the […]
United States Craig Vosburg Raymond James Exchange Commission Lone Pine Capital Foundation Mastercard

Atria Wealth Solutions Inc. Decreases Stock Holdings in Salesforce, Inc. (NYSE:CRM)

Atria Wealth Solutions Inc. trimmed its stake in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 9.8% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 55,674 shares of the CRM provider’s stock after selling 6,067 shares during the period. Atria Wealth Solutions Inc.’s […]
Marc Benioff Srinivas Tallapragada Jp Morgan Private Wealth Advisors Wells Fargo Company Jefferies Financial Group Securities Exchange Commission
Source: wkrb13.com

Financial Perspectives Inc Boosts Stake in Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Financial Perspectives Inc raised its position in shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM – Free Report) by 1.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 31,368 shares of the semiconductor company’s stock after acquiring an additional […]
United States Massachusetts Financial Services Co News Ratings For Taiwan Semiconductor Manufacturing Daily Taiwan Semiconductor Manufacturing Cuts Dividend Taiwan Semiconductor Manufacturing Company Profile Lone Pine Capital

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