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Harvest Fund Management Co. Ltd Has $479,000 Position in Prologis, Inc. (NYSE:PLD)

Harvest Fund Management Co. Ltd reduced its holdings in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 10.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,593 shares of the real estate investment trust’s stock after selling 410 shares […]

Robertw-baird
Prologis
Klingenstein-fields-co
Dakota-investment-council
Greenwich-wealth-management
Wealth-partners
Prologis-company-profile
Exchange-commission
Goldman-sachs-group
Harvest-fund-management-co
Prologis-inc

Novartis AG (NYSE:NVS) Shares Acquired by PDS Planning Inc

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 […]

Switzerland
Wealth-partners
Exchange-commission
Mengis-capital-management-inc
Foster-motley-inc
Pds-planning-inc
Klingenstein-fields-co
Novartis
Morgan-stanley
Novartis-company-profile
Planning-inc

Klingenstein Fields & Co. LP Has $10 Million Stock Holdings in Exxon Mobil Co. (NYSE:XOM)

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 […]

California
United-states
Piper-sandler
Darrinl-talley
Wells-fargo-company
Exxon-mobil
Northern-trust-corp
Energy-products
Morgan-stanley
Exxon-mobil-corporation
Exxon-mobil-company-profile
Exchange-commission

Masso Torrence Wealth Management Inc. Reduces Holdings in SPDR MSCI ACWI ex-US ETF (NYSEARCA:CWI)

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 […]

United-states
Raymond-james-financial-services-advisors-inc
Klingenstein-fields-co
Masso-torrence-wealth-management-inc
Money-concepts-capital-corp
Mutual-advisors
Exchange-commission
Company-profile
Masso-torrence-wealth-management
Free-report
Torrence-wealth-management

Shell plc (NYSE:SHEL) Shares Sold by Element Wealth LLC

Shell plc (NYSE:SHEL) Shares Sold by Element Wealth LLC
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United-states
Jennison-associates
Capital-investment-advisory-services
Wealth-partners
Shell
Element-wealth
Planning-inc
Klingenstein-fields-co
Energy-solutions
Free-report
Investment-advisory-services
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