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April 9, 2024
Pavion Blue Capital LLC trimmed its position in shares of Visa Inc. (NYSE:V – Free Report) by 0.8% in the 4th quarter, Holdings Channel reports. The firm owned 7,251 shares of the credit-card processor’s stock after selling 56 shares during the period. Pavion Blue Capital LLC’s holdings in Visa were worth $1,888,000 at the end […]
April 8, 2024
Prime Capital Investment Advisors LLC raised its position in Visa Inc. (NYSE:V – Free Report) by 66.4% during the fourth quarter, HoldingsChannel reports. The firm owned 130,645 shares of the credit-card processor’s stock after buying an additional 52,135 shares during the quarter. Prime Capital Investment Advisors LLC’s holdings in Visa were worth $34,013,000 as of […]
April 7, 2024
GFS Advisors LLC raised its position in shares of Visa Inc. (NYSE:V – Free Report) by 52.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,184 shares of the credit-card processor’s stock after purchasing an additional 1,787 shares during the quarter. GFS […]
April 7, 2024
Forza Wealth Management LLC cut its stake in shares of Visa Inc. (NYSE:V – Free Report) by 69.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,007 shares of the credit-card processor’s stock after selling 2,300 shares during the period. Forza […]
April 5, 2024
Towerpoint Wealth LLC lowered its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 3.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,378 shares of the home improvement retailer’s stock after selling 91 shares during […]
April 5, 2024
Towerpoint Wealth LLC acquired a new position in Visa Inc. (NYSE:V – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 831 shares of the credit-card processor’s stock, valued at approximately $216,000. Other institutional investors and hedge funds have also made changes to their positions in […]
April 4, 2024
Towerpoint Wealth LLC acquired a new position in shares of iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 4,993 shares of the company’s stock, valued at approximately $220,000. A number of other institutional investors have […]
April 4, 2024
Towerpoint Wealth LLC boosted its stake in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,088 shares of the company’s stock after purchasing an additional 751 shares […]
April 4, 2024
Towerpoint Wealth LLC increased its position in Dorchester Minerals, L.P. (NASDAQ:DMLP – Free Report) by 3.0% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 29,434 shares of the energy company’s stock after purchasing an additional 847 shares during the period. Towerpoint Wealth LLC owned 0.08% of Dorchester […]
April 4, 2024
Towerpoint Wealth LLC lessened its stake in shares of SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 6.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 43,676 shares of the company’s stock after selling 3,178 shares during the quarter. […]