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Wrapmanager Inc. Buys 250 Shares of Morgan Stanley (NYSE:MS)

Wrapmanager Inc. lifted its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 9.0% during the 3rd quarter, Holdings Channel.com reports. The firm owned 3,025 shares of the financial services provider’s stock after purchasing an additional 250 shares during the period. Wrapmanager Inc.’s holdings in Morgan Stanley were worth $247,000 at the end […]
United States West Branch Raja Akram Jamesp Gorman Wolfe Research Janiczek Wealth Management
Source: wkrb13.com

iShares Core S&P Small-Cap ETF (NYSEARCA:IJR) Shares Sold by Wrapmanager Inc.

Wrapmanager Inc. lowered its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 8.2% during the third quarter, Holdings Channel reports. The fund owned 2,901 shares of the exchange traded fund’s stock after selling 259 shares during the quarter. Wrapmanager Inc.’s holdings in iShares Core S&P Small-Cap ETF were worth $274,000 as […]
United States Goldman Sachs Group Inc York Mellon Corp Exchange Commission Index Fund Wrapmanager Inc

Colgate-Palmolive (NYSE:CL) Shares Sold by Donoghue Forlines LLC

Donoghue Forlines LLC decreased its position in Colgate-Palmolive (NYSE:CL – Free Report) by 21.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 5,126 shares of the company’s stock after selling 1,423 shares during the period. Donoghue Forlines LLC’s holdings in Colgate-Palmolive were worth $365,000 at the end […]
Sanfordc Bernstein Stifel Nicolaus Lorriem Norrington Johnw Kooyman Donoghue Forlines Group Foundation

Wrapmanager Inc. Has $2.34 Million Stock Holdings in Visa Inc. (NYSE:V)

Wrapmanager Inc. trimmed its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 10,193 shares of the credit-card processor’s stock after selling 135 shares during the period. Wrapmanager Inc.’s […]
United States Rajat Taneja Ryan Mcinerney Exchange Commission Wrapmanager Inc Eastover Investment Advisors

Wrapmanager Inc. Cuts Holdings in S&P Global Inc. (NYSE:SPGI)

Wrapmanager Inc. decreased its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 5.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 852 shares of the business services provider’s stock after selling 47 shares during the quarter. […]
Raymond James Sp Dow Jones Douglasl Peterson Securities Exchange Commission Morgan Stanley Exchange Commission

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Wrapmanager Inc. Decreases Stock Position in Shell plc (NYSE:SHEL)

Wrapmanager Inc. cut its stake in Shell plc (NYSE:SHEL – Free Report) by 2.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 9,140 shares of the energy company’s stock after selling 231 shares during the quarter. Wrapmanager Inc.’s holdings in Shell were worth […]
New Zealand General New Zealand United States Wrapmanager Inc Energy Solutions Norges Bank
Source: wkrb13.com

Global Wealth Management Investment Advisory Inc. Sells 739 Shares of Eli Lilly and Company (NYSE:LLY)

Global Wealth Management Investment Advisory Inc. lowered its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 11.2% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,888 shares of the company’s stock after selling 739 shares during the quarter. Global […]
Eli Lilly Donalda Zakrowski Wells Fargo Company Wrapmanager Inc Company Profile Company Trading
Source: wkrb13.com

Wrapmanager Inc. Has $316,000 Stake in Texas Instruments Incorporated (NASDAQ:TXN)

Wrapmanager Inc. boosted its holdings in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 13.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,988 shares of the semiconductor company’s stock after purchasing an additional 234 shares during the period. Wrapmanager […]
United States Ronald Kirk Riverview Trust Co Wrapmanager Inc Briaud Financial Planning Inc Coppell Advisory Solutions Corp
Source: wkrb13.com

Global Wealth Management Investment Advisory Inc. Decreases Holdings in The Walt Disney Company (NYSE:DIS)

Global Wealth Management Investment Advisory Inc. reduced its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 6.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,294 shares of the entertainment giant’s stock after selling 148 […]
Brent Woodford Sanfordc Bernstein Walt Disney Amy Chang Exchange Commission National Geographic

Sfmg LLC Trims Stock Position in Lowe's Companies, Inc. (NYSE:LOW)

Sfmg LLC reduced its stake in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 14.3% during the third quarter, Holdings Channel reports. The firm owned 5,653 shares of the home improvement retailer’s stock after selling 942 shares during the quarter. Sfmg LLC’s holdings in Lowe’s Companies were worth $1,175,000 at the end of […]
United States Lowe Companies Inc Lowe Companies Dividend Announcement Lowe Companies Price Performance Lowe Companies Company Profile Holdings Channel

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