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December 17, 2023
Hall Capital Management Co. Inc. lowered its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 4.0% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,728 shares of the company’s stock after selling 1,543 shares during the quarter. […]
December 11, 2023
Towerpoint Wealth LLC acquired a new stake in shares of Vanguard ESG US Stock ETF (BATS:ESGV – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 3,036 shares of the company’s stock, valued at approximately $228,000. Several other large […]
December 9, 2023
Gallagher Fiduciary Advisors LLC grew its stake in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG – Free Report) by 1.1% in the 2nd quarter, HoldingsChannel reports. The institutional investor owned 337,883 shares of the company’s stock after purchasing an additional 3,606 shares during the period. iShares Morningstar Small-Cap Growth ETF accounts for 1.1% of Gallagher Fiduciary […]
December 9, 2023
Mercer Global Advisors Inc. ADV increased its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 19.8% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 105,550 shares of the company’s stock after buying an additional 17,434 shares during the period. […]
November 29, 2023
Childress Capital Advisors LLC lowered its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 47.6% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 563 shares of the company’s stock after selling 511 shares during the period. […]
November 27, 2023
Puzo Michael J trimmed its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 14.6% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,900 shares of the company’s stock after selling 325 shares during the period. […]
November 26, 2023
Towerpoint Wealth LLC increased its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 21.7% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,853 shares of the electric vehicle producer’s stock after buying an additional 330 shares during the period. Towerpoint Wealth LLC’s holdings in Tesla were worth $464,000 as of […]
November 26, 2023
Towerpoint Wealth LLC increased its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 21.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,853 shares of the electric vehicle producer’s stock after acquiring an additional 330 shares during the period. Towerpoint Wealth […]
November 24, 2023
State Board of Administration of Florida Retirement System cut its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 3.0% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 902,790 shares of the company’s stock after selling 27,454 shares during the quarter. Eli Lilly and Company accounts for about […]
November 23, 2023
Franklin Resources Inc. trimmed its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 8.2% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,188,232 shares of the company’s stock after selling 284,330 shares during the quarter. Eli Lilly and Company makes up […]