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February 7, 2024
Vanguard Personalized Indexing Management LLC increased its holdings in shares of Duke Energy Co. (NYSE:DUK – Free Report) by 4.7% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 55,152 shares of the utilities provider’s stock after acquiring an additional 2,500 […]
February 7, 2024
Fort Point Capital Partners LLC increased its holdings in Comcast Co. (NASDAQ:CMCSA – Free Report) by 4.1% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 8,873 shares of the cable giant’s stock after acquiring an additional 350 shares during the period. Fort Point Capital Partners LLC’s holdings […]
February 7, 2024
Obermeyer Wood Investment Counsel Lllp decreased its stake in shares of The Williams Companies, Inc. (NYSE:WMB – Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 1,087,253 shares of the pipeline company’s stock after selling 37,876 shares during the period. Williams Companies accounts […]
February 7, 2024
Baltimore Washington Financial Advisors Inc. grew its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 3.6% during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 221,604 shares of the company’s stock after buying an additional 7,718 shares during the period. […]
February 7, 2024
Sheaff Brock Investment Advisors LLC boosted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 27.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,532 shares of the company’s stock after buying an additional 546 shares during the period. Sheaff Brock […]
February 7, 2024
Sheaff Brock Investment Advisors LLC decreased its holdings in Blackstone Inc. (NYSE:BX – Free Report) by 8.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,309 shares of the asset manager’s stock after selling 687 shares during the quarter. Sheaff Brock Investment […]
February 7, 2024
Plancorp LLC grew its position in shares of GE HealthCare Technologies Inc. (NASDAQ:GEHC – Free Report) by 5.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,537 shares of the company’s stock after purchasing an additional 198 shares […]
February 7, 2024
Allred Capital Management LLC cut its stake in Duke Energy Co. (NYSE:DUK – Free Report) by 1.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,576 shares of the utilities provider’s stock after selling 161 shares during the quarter. Allred […]
February 6, 2024
AAFMAA Wealth Management & Trust LLC lowered its position in Intel Co. (NASDAQ:INTC – Free Report) by 1.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 70,000 shares of the chip maker’s stock after selling 1,288 shares during […]
February 6, 2024
9258 Wealth Management LLC boosted its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,326 shares of the home improvement retailer’s stock after buying an additional 103 shares during […]