Montag & Caldwell LLC lowered its stake in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 489,218 shares of the financial services provider’s stock after selling 3,763 shares during the quarter. Charles […]
Pinnacle Financial Partners Inc grew its position in American Express (NYSE:AXP – Free Report) by 14.3% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 172,439 shares of the payment services company’s stock after purchasing an additional 21,609 shares during […]
Manning & Napier Group LLC decreased its holdings in iShares Broad USD Investment Grade Corporate Bond ETF (NASDAQ:USIG – Free Report) by 3.1% during the second quarter, HoldingsChannel.com reports. The firm owned 443,440 shares of the company’s stock after selling 14,399 shares during the quarter. Manning & Napier Group LLC’s holdings in iShares Broad USD […]
ARS Wealth Advisors Group LLC Boosts Stock Holdings in Meta Platforms, Inc (NASDAQ:META) theenterpriseleader.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from theenterpriseleader.com Daily Mail and Mail on Sunday newspapers.
Geometric Wealth Advisors increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,413 shares of the social networking company’s stock after buying an additional 73 shares during […]