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January 24, 2024
Bahl & Gaynor Inc. trimmed its position in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 3.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 16,152 shares of the company’s stock after selling 551 shares during the quarter. Bahl […]
January 24, 2024
McClarren Financial Advisors Inc. trimmed its holdings in Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG – Free Report) by 32.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,097 shares of the company’s stock after selling 3,853 shares during the period. McClarren […]
January 22, 2024
WealthSpring Partners LLC grew its holdings in Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB – Free Report) by 3.2% during the third quarter, Holdings Channel.com reports. The firm owned 20,198 shares of the company’s stock after buying an additional 620 shares during the period. Vanguard ESG U.S. Corporate Bond ETF comprises about 0.9% of WealthSpring […]
January 22, 2024
WealthSpring Partners LLC raised its position in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 1.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 156,596 shares of the company’s stock after acquiring an additional 2,320 shares during […]
January 22, 2024
WealthSpring Partners LLC boosted its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.6% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,308 shares of the company’s stock after purchasing an additional 150 shares during the […]
January 22, 2024
WealthSpring Partners LLC boosted its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 35.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,768 shares of the company’s stock after purchasing an additional 1,244 shares during the quarter. WealthSpring Partners […]
January 22, 2024
WealthSpring Partners LLC boosted its holdings in Sempra (NYSE:SRE – Free Report) by 100.0% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 12,322 shares of the utilities provider’s stock after buying an additional 6,162 shares during the period. Sempra makes up about 0.6% of WealthSpring Partners LLC’s […]
January 4, 2024
Retirement Planning Group LLC grew its holdings in shares of Kimberly-Clark Co. (NYSE:KMB – Free Report) by 13.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,741 shares of the company’s stock after buying an additional 457 shares during the quarter. […]
December 23, 2023
Arcus Capital Partners LLC boosted its holdings in Kimberly-Clark Co. (NYSE:KMB – Free Report) by 3.8% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,341 shares of the company’s stock after purchasing an additional 86 shares during the period. Arcus Capital Partners […]
December 22, 2023
OneAscent Financial Services LLC bought a new position in Kimberly-Clark Co. (NYSE:KMB – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 2,969 shares of the company’s stock, valued at approximately $362,000. A number of other institutional investors and hedge funds […]