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Concentric Wealth Management LLC Raises Stake in The Goldman Sachs Group, Inc. (NYSE:GS)

Concentric Wealth Management LLC increased its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 0.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 7,620 shares of the investment management company’s stock after buying an additional 52 shares during the quarter. Concentric Wealth Management LLC’s holdings in The […]

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Avitas-wealth-management
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Goldman-sachs-group
Addison-advisors

Platform Technology Partners Purchases 556 Shares of The Goldman Sachs Group, Inc. (NYSE:GS)

Platform Technology Partners increased its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 12.2% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,113 shares of the investment management company’s stock after purchasing an additional 556 shares […]

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Citigroup
Addison-advisors
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Avitas-wealth-management

S&P Global Inc. (NYSE:SPGI) Shares Purchased by Bollard Group LLC

Bollard Group LLC increased its stake in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 5,000.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,530 shares of the business services provider’s stock after purchasing an additional 1,500 shares […]

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Bell Asset Management Ltd Sells 92 Shares of S&P Global Inc. (NYSE:SPGI)

Bell Asset Management Ltd reduced its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 0.6% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 14,966 shares of the business services provider’s stock after selling 92 shares during the quarter. Bell Asset Management Ltd’s holdings in S&P Global were worth […]

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Stifel-nicolaus
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Sp-global-inc
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Erste-group-bank
Mayflower-financial-advisors
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Schwab U.S. TIPS ETF (NYSEARCA:SCHP) Shares Sold by Beacon Bridge Wealth Partners LLC

Beacon Bridge Wealth Partners LLC lowered its position in Schwab U.S. TIPS ETF (NYSEARCA:SCHP – Free Report) by 9.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,133 shares of the company’s stock after selling 418 shares during […]

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