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June 13, 2024
Concentric Wealth Management LLC lessened its holdings in shares of FedEx Co. (NYSE:FDX – Free Report) by 0.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,178 shares of the shipping service provider’s stock after selling 45 shares during the period. FedEx […]
June 13, 2024
Concentric Wealth Management LLC raised its stake in U.S. Bancorp (NYSE:USB – Free Report) by 30.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,454 shares of the financial services provider’s stock after buying an additional 2,644 shares during the quarter. Concentric Wealth […]
June 13, 2024
Comerica Bank reduced its holdings in shares of RTX Co. (NYSE:RTX – Free Report) by 3.3% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 859,243 shares of the company’s stock after selling 29,269 shares during the period. Comerica Bank owned about 0.06% of RTX worth $72,297,000 at […]
June 13, 2024
Comerica Bank trimmed its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 3.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 244,981 shares of the medical research company’s stock after selling 8,247 shares during the period. Comerica Bank’s holdings in Amgen […]
June 13, 2024
Cohen & Steers Inc. grew its stake in PG&E Co. (NYSE:PCG – Free Report) by 8.4% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 6,591,065 shares of the utilities provider’s stock after purchasing an additional 509,562 shares during the period. Cohen & […]
June 13, 2024
Fullerton Fund Management Co Ltd. lifted its stake in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) by 126.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 34,265 shares of the construction company’s stock after purchasing an additional 19,162 shares during the […]
June 13, 2024
Freedom Investment Management Inc. lessened its holdings in shares of iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 3.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 21,528 shares of the company’s stock after selling 795 shares during the quarter. Freedom […]
June 13, 2024
Fort Sheridan Advisors LLC boosted its position in Huntington Bancshares Incorporated (NASDAQ:HBAN – Free Report) by 186.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 61,500 shares of the bank’s stock after purchasing an additional 40,000 shares during the period. Fort Sheridan Advisors LLC’s holdings in Huntington Bancshares were worth $782,000 as of […]
June 12, 2024
Creative Planning grew its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 15.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 24,754,352 shares of the company’s stock after buying an additional 3,258,212 shares during the quarter. Vanguard Tax-Exempt […]
June 12, 2024
Chicago Wealth Management Inc. increased its holdings in shares of iShares U.S. Insurance ETF (NYSEARCA:IAK – Free Report) by 2.2% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 31,387 shares of the company’s stock after purchasing an additional 680 shares during the quarter. […]