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SlateStone Wealth LLC lowered its stake in shares of Walker & Dunlop, Inc. (NYSE:WD – Free Report) by 63.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 2,332 shares of the financial services provider’s stock after selling 4,048 shares during the period. SlateStone Wealth LLC’s holdings […]
SlateStone Wealth LLC decreased its holdings in Morgan Stanley (NYSE:MS – Free Report) by 6.0% in the fourth quarter, Holdings Channel reports. The fund owned 4,785 shares of the financial services provider’s stock after selling 307 shares during the period. SlateStone Wealth LLC’s holdings in Morgan Stanley were worth $446,000 at the end of the […]
SlateStone Wealth LLC cut its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 5.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 2,566 shares of the aircraft producer’s stock after selling 158 shares during the quarter. […]
SlateStone Wealth LLC grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.8% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,304 shares of the semiconductor manufacturer’s stock after acquiring an additional 60 shares during the period. SlateStone Wealth LLC’s holdings in […]
Ellenbecker Investment Group bought a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 901 shares of the industrial products company’s stock, valued at approximately $266,000. Several other institutional investors and hedge funds also recently bought […]