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Clean Yield Group Raises Stake in Vanguard Value ETF (NYSEARCA:VTV)

Clean Yield Group lifted its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Get Rating) by 5.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,634 shares of the company’s stock after acquiring an additional 79 shares during the period. […]
United States Alpha Cubed Investments Securities Exchange Commission Janney Montgomery Scott Clean Yield Group Vanguard Value Index Fund

Clean Yield Group Sells 115 Shares of Illinois Tool Works Inc. (NYSE:ITW)

Clean Yield Group cut its holdings in Illinois Tool Works Inc. (NYSE:ITW – Get Rating) by 1.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,599 shares of the industrial products company’s stock after selling 115 shares during […]
United States Christophera Oherlihy Ernest Scott Santi Wells Fargo Company Morgan Stanley Cibc World Market Inc

Clean Yield Group Acquires 482 Shares of Bristol-Myers Squibb (NYSE:BMY)

Clean Yield Group lifted its holdings in shares of Bristol-Myers Squibb (NYSE:BMY – Get Rating) by 12.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,408 shares of the biopharmaceutical company’s stock after purchasing an additional 482 shares during […]
Birch Hill New York United States Giovanni Caforio Ann Powell Bristol Myers Squibb

Clean Yield Group Sells 120 Shares of SPDR Gold Shares (NYSEARCA:GLD)

Clean Yield Group cut its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 10.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 976 shares of the exchange traded fund’s stock after selling 120 shares during the quarter. Clean Yield Group’s […]
Exchange Commission Gold Trust The Clean Yield Group Thomasville National Bank Mayflower Financial Advisors Jarislowsky Fraser Ltd

Walmart Inc. (NYSE:WMT) Shares Acquired by FAS Wealth Partners

FAS Wealth Partners grew its holdings in Walmart Inc. (NYSE:WMT – Get Rating) by 6.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 21,453 shares of the retailer’s stock after acquiring an additional 1,295 shares during the quarter. FAS Wealth Partners’ […]
Dekabank Deutsche Girozentrale Gordon Haskett Jimc Walton Telsey Advisory Group Walmart International Deutsche Bank Aktiengesellschaft
Source: wkrb13.com

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Clean Yield Group Has $1.15 Million Stock Holdings in U.S. Bancorp (NYSE:USB)

Clean Yield Group grew its stake in U.S. Bancorp (NYSE:USB – Get Rating) by 1.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 26,314 shares of the financial services provider’s stock after purchasing an additional 370 shares during the quarter. Clean […]
Us Bancorp Daily Us Bancorp Morgan Stanley Acadian Asset Management Us Bancorp Stock Down Royal Bank

Clean Yield Group Reduces Stake in General Mills, Inc. (NYSE:GIS)

Clean Yield Group reduced its stake in General Mills, Inc. (NYSE:GIS – Get Rating) by 5.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 52,897 shares of the company’s stock after selling 2,807 shares during the period. General Mills accounts for approximately 1.9% of Clean Yield Group’s investment portfolio, making the stock […]
Piper Sandler Bethanyc Quam Asia Latin America Morgan Stanley Investment Advisors Convenience Stores Foodservice
Source: wkrb13.com

Eli Lilly and Company (NYSE:LLY) Shares Purchased by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC raised its stake in Eli Lilly and Company (NYSE:LLY – Get Rating) by 13.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 21,624 shares of the company’s stock after purchasing an additional 2,646 shares during the […]
Eli Lilly Dekabank Deutsche Girozentrale Societe Generale Annee White Wealthbridge Capital Management Lilly Endowment Inc

Lowe's Companies, Inc. (NYSE:LOW) Shares Sold by Clean Yield Group

Clean Yield Group decreased its position in Lowe’s Companies, Inc. (NYSE:LOW – Get Rating) by 4.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,617 shares of the home improvement retailer’s stock after selling 75 shares during the quarter. Clean Yield […]
Donald Frieson Investment Counselors Lowe Companies Clean Yield Group News Ratings For Lowe Companies Daily Aintree Capital
Source: wkrb13.com

Clean Yield Group Has $3.27 Million Stock Position in International Business Machines Co. (NYSE:IBM)

Clean Yield Group trimmed its position in International Business Machines Co. (NYSE:IBM – Get Rating) by 1.8% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 23,211 shares of the technology company’s stock after selling 419 shares during the period. International Business Machines makes up about 1.4% of Clean Yield Group’s holdings, making […]
Stifel Nicolaus Edward Jones Ten Capital Wealth Advisors International Business Machines Co Lam Group Inc Edgerock Capital

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