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PDS Planning Inc increased its holdings in Novartis AG (NYSE:NVS – Free Report) by 3.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 7,703 shares of the company’s stock after purchasing an additional 277 shares during the quarter. PDS Planning Inc’s holdings in Novartis […]
Klingenstein Fields & Co. LP grew its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 6.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 100,016 shares of the oil and gas company’s stock after buying an additional 5,990 shares […]
Masso Torrence Wealth Management Inc. trimmed its stake in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI – Free Report) by 16.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 35,868 shares of the company’s stock after selling 6,815 shares during the […]
Foster & Motley Inc. lowered its stake in shares of Shell plc (NYSE:SHEL – Free Report) by 6.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 37,489 shares of the energy company’s stock after selling 2,662 shares during the period. […]
PDS Planning Inc increased its stake in Shell plc (NYSE:SHEL – Free Report) by 5.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 8,540 shares of the energy company’s stock after acquiring an additional 462 shares during the […]