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April 3, 2024
DAVENPORT & Co LLC decreased its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 10.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 410,652 shares of the fast-food giant’s stock after selling 48,121 shares during the period. DAVENPORT & Co […]
April 2, 2024
Blue Trust Inc. grew its holdings in shares of iShares MSCI Australia ETF (NYSEARCA:EWA – Free Report) by 32.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 7,853 shares of the exchange traded fund’s stock after buying an additional 1,902 […]
April 2, 2024
Perfromance Wealth Partners LLC cut its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 1.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,376 shares of the fast-food giant’s stock after selling 403 shares during the period. McDonald’s […]
April 1, 2024
Pallas Capital Advisors LLC reduced its position in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 29.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,074 shares of the fast-food giant’s stock after selling 2,476 shares during the quarter. Pallas Capital Advisors […]
April 1, 2024
Five Oceans Advisors lowered its stake in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 12.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,472 shares of the fast-food giant’s stock after selling 212 shares during the quarter. Five […]
March 29, 2024
Clear Harbor Asset Management LLC lifted its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 7.6% during the 4th quarter, Holdings Channel reports. The firm owned 1,383 shares of the fast-food giant’s stock after acquiring an additional 98 shares during the period. Clear Harbor Asset Management LLC’s holdings in McDonald’s were worth $410,000 at […]
March 27, 2024
Meet a mango farmer managing billions who will back anything except private equity.
March 26, 2024
Aprio Wealth Management LLC acquired a new stake in iShares Convertible Bond ETF (BATS:ICVT – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 2,553 shares of the company’s stock, valued at approximately $201,000. A number of other […]
March 24, 2024
Everhart Financial Group Inc. reduced its holdings in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 29.8% in the 4th quarter, Holdings Channel.com reports. The fund owned 6,872 shares of the company’s stock after selling 2,912 shares during the period. Everhart Financial Group Inc.’s holdings in Johnson & Johnson were worth $1,077,000 as […]
March 24, 2024
GPS Wealth Strategies Group LLC reduced its position in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 11.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 34,751 shares of the company’s stock after selling 4,686 shares […]