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Acadian Asset Management LLC Grows Stake in Mastercard Incorporated (NYSE:MA)

Acadian Asset Management LLC raised its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 156.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 244,584 shares of the credit services provider’s stock after purchasing an additional 149,221 shares during the quarter. […]
United States Ajay Bhalla Mastercard Incorporated Exchange Commission Credit Suisse Group Trinitypoint Wealth

Roffman Miller Associates Inc. PA Boosts Stake in Exxon Mobil Co. (NYSE:XOM)

Roffman Miller Associates Inc. PA lifted its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,364 shares of the oil and gas company’s stock after buying […]
United States Darrinl Talley Verde Servicos Internacionais Sanfordc Bernstein Exxon Mobil Second Half Financial Partners

Accenture plc (NYSE:ACN) Shares Acquired by Deseret Mutual Benefit Administrators

Deseret Mutual Benefit Administrators lifted its position in shares of Accenture plc (NYSE:ACN – Free Report) by 3.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,197 shares of the information technology services provider’s stock after purchasing an […]
Leonardo Framil Wealth Partners Exchange Commission Piper Sandler Companies Gw Henssler Associates Ltd Dash Acquisitions Inc

Mastercard Incorporated (NYSE:MA) Shares Sold by Connable Office Inc.

Connable Office Inc. decreased its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 2.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,836 shares of the credit services provider’s stock after selling 317 shares during the period. […]
United States Timothyh Murphy Jw Coons Advisors Raab Moskowitz Asset Management Trinitypoint Wealth Mastercard Incorporated

iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY) Shares Sold by TrinityPoint Wealth LLC

TrinityPoint Wealth LLC lessened its stake in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 11.5% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 15,950 shares of the company’s stock after selling 2,080 shares during the quarter. […]
Midwest Professional Planners White Pine Investment Navellier Associates Inc Pinnacle Financial Partners Inc Trinitypoint Wealth Raab Moskowitz Asset Management

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TrinityPoint Wealth LLC Has $600,000 Position in Texas Instruments Incorporated (NASDAQ:TXN)

TrinityPoint Wealth LLC lowered its stake in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 2.1% in the second quarter, according to its most recent disclosure with the SEC. The fund owned 3,333 shares of the semiconductor company’s stock after selling 71 shares during the period. TrinityPoint Wealth LLC’s holdings in Texas Instruments […]
United States Texas Instruments Trinitypoint Wealth Wolfe Research Jpmorgan Chase Co Sittner Nelson

TrinityPoint Wealth LLC Has $965,000 Holdings in Illinois Tool Works Inc. (NYSE:ITW)

TrinityPoint Wealth LLC grew its stake in Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 6.8% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,856 shares of the industrial products company’s stock after buying an additional 246 shares during the quarter. TrinityPoint Wealth […]
United States Stifel Nicolaus Securities Exchange Commission Illinois Tool Works Inc Morgan Stanley Wells Fargo Company

TrinityPoint Wealth LLC Acquires 369 Shares of SPDR S&P Dividend ETF (NYSEARCA:SDY)

TrinityPoint Wealth LLC grew its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 15.2% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,790 shares of the company’s stock after acquiring an additional 369 shares during the period. TrinityPoint Wealth LLC’s […]
Blair William Co Baird Financial Group Inc Securities Exchange Commission Brown Brothers Harriman Co Trinitypoint Wealth United Bank

TrinityPoint Wealth LLC Grows Stake in Costco Wholesale Co. (NASDAQ:COST)

TrinityPoint Wealth LLC raised its stake in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 0.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,134 shares of the retailer’s stock after purchasing an additional 18 shares during the quarter. TrinityPoint Wealth […]
New Zealand Puerto Rico United States United Kingdom Richarda Galanti Patrickj Callans

Pfizer Inc. (NYSE:PFE) Stock Position Raised by Desjardins Global Asset Management Inc.

Desjardins Global Asset Management Inc. lifted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 5.1% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 49,610 shares of the biopharmaceutical company’s stock after acquiring an additional 2,401 […]
Ellis Investment Partners Wells Fargo Company Alpha Family Securities Exchange Commission Tortoise Investment Management Desjardins Global Asset Management Inc

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