• Microsoft Co. is DNB Asset Management AS's Largest Position

    1 month ago - By ETF Daily News

    DNB Asset Management AS decreased its position in Microsoft Co. by 1.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,594,099 shares of the software giant's stock after selling 90,507 shares during the period. Microsoft accounts for about 8.3% of DNB...
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  • Pinnacle Wealth Management Group Inc. Cuts Stock Position in Microsoft Co

    1 month ago - By ETF Daily News

    Pinnacle Wealth Management Group Inc. decreased its position in Microsoft Co. by 3.2% during the 3rd quarter, Holdings Channel reports. The firm owned 19,838 shares of the software giant's stock after selling 659 shares during the period. Microsoft comprises about 4.1% of Pinnacle Wealth Management Group Inc.'s holdings, making the stock...
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  • Clarus Wealth Advisors Purchases 73 Shares of Microsoft Co

    1 month ago - By ETF Daily News

    Clarus Wealth Advisors raised its position in shares of Microsoft Co. by 1.6% in the third quarter, Holdings Channel reports. The firm owned 4,690 shares of the software giant's stock after acquiring an additional 73 shares during the quarter. Clarus Wealth Advisors' holdings in Microsoft were worth $1,075,000 as of its...
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  • Pinnacle Wealth Management Group Inc. Has $5.05 Million Stake in Apple Inc

    1 month ago - By ETF Daily News

    Pinnacle Wealth Management Group Inc. lessened its stake in shares of Apple Inc. by 2.4% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 36,529 shares of the iPhone maker's stock after selling 906 shares during the period. Apple accounts for about 4.4% of Pinnacle Wealth Management Group Inc.'s investment portfolio,...
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  • Trust Co. of Oklahoma Raises Position in Amazon.com, Inc

    1 month ago - By ETF Daily News

    Trust Co. of Oklahoma grew its holdings in shares of Amazon.com, Inc. by 7.4% in the 3rd quarter, Holdings Channel.com reports. The firm owned 15,497 shares of the e-commerce giant's stock after acquiring an additional 1,074 shares during the period. Trust Co. of Oklahoma's holdings in Amazon.com were worth $1,751,000 as of its most...
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  • Dollar General Co. Stock Holdings Lessened by DAVENPORT & Co LLC

    1 month ago - By ETF Daily News

    DAVENPORT & Co LLC reduced its holdings in Dollar General Co. by 10.1% during the third quarter, HoldingsChannel reports. The institutional investor owned 4,421 shares of the company's stock after selling 497 shares during the period. DAVENPORT & Co LLC's holdings in Dollar General were worth $1,060,000 as of its most...
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  • Mackenzie Financial Corp Sells 4,676 Shares of Moderna, Inc

    1 month ago - By ETF Daily News

    Mackenzie Financial Corp trimmed its position in shares of Moderna, Inc. by 4.9% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 91,263 shares of the company's stock after selling 4,676 shares during the quarter. Mackenzie Financial Corp's holdings in Moderna were worth $10,792,000 at the end of the most recent...
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  • Mackenzie Financial Corp Has $718.01 Million Stake in Apple Inc

    1 month ago - By ETF Daily News

    Mackenzie Financial Corp lowered its position in Apple Inc. by 4.4% during the third quarter, HoldingsChannel reports. The institutional investor owned 5,195,413 shares of the iPhone maker's stock after selling 241,771 shares during the period. Apple comprises 1.2% of Mackenzie Financial Corp's investment portfolio, making the stock its 13th biggest position....
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  • Exchange Traded Concepts LLC Invests $569,000 in The Clorox Company

    1 month ago - By ETF Daily News

    Exchange Traded Concepts LLC purchased a new position in shares of The Clorox Company in the 3rd quarter, HoldingsChannel.com reports. The firm purchased 4,432 shares of the company's stock, valued at approximately $569,000. A number of other hedge funds and other institutional investors have also recently bought and sold shares of...
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  • CMS Energy Co. Shares Bought by Exchange Traded Concepts LLC

    1 month ago - By ETF Daily News

    Exchange Traded Concepts LLC lifted its stake in shares of CMS Energy Co. by 2.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,530 shares of the utilities provider's stock after acquiring an additional 219 shares during the quarter....
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  • DNB Asset Management AS Decreases Position in Cloudflare, Inc

    1 month ago - By ETF Daily News

    DNB Asset Management AS cut its stake in Cloudflare, Inc. by 13.4% during the third quarter, HoldingsChannel reports. The institutional investor owned 46,974 shares of the company's stock after selling 7,242 shares during the quarter. DNB Asset Management AS's holdings in Cloudflare were worth $2,598,000 at the end of the most...
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  • Marcum Wealth LLC Has $4.51 Million Stock Position in Amazon.com, Inc

    1 month ago - By ETF Daily News

    Marcum Wealth LLC lifted its stake in shares of Amazon.com, Inc. by 4.2% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 39,911 shares of the e-commerce giant's stock after buying an additional 1,600 shares during the period. Amazon.com makes up 0.7% of Marcum Wealth LLC's investment portfolio, making the stock its 17th biggest...
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  • Massmutual Trust Co. FSB ADV Raises Stake in Republic Services, Inc

    1 month ago - By ETF Daily News

    Massmutual Trust Co. FSB ADV raised its position in shares of Republic Services, Inc. by 94.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 206 shares of the business services provider's stock after purchasing an additional 100 shares during the period. Massmutual Trust Co. FSB ADV's holdings in Republic...
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  • Seneca House Advisors Has $3.48 Million Position in Microsoft Co

    1 month ago - By ETF Daily News

    Seneca House Advisors raised its stake in shares of Microsoft Co. by 19.3% during the 3rd quarter, HoldingsChannel reports. The firm owned 14,938 shares of the software giant's stock after purchasing an additional 2,413 shares during the quarter. Microsoft comprises 2.6% of Seneca House Advisors' holdings, making the stock its 12th...
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  • B. Riley Wealth Management Inc. Acquires Shares of 4,502 Exelon Co

    1 month ago - By ETF Daily News

    B. Riley Wealth Management Inc. bought a new position in shares of Exelon Co. during the second quarter, HoldingsChannel reports. The fund bought 4,502 shares of the company's stock, valued at approximately $204,000. A number of other institutional investors have also modified their holdings of the business. GoalVest Advisory LLC raised...
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