Western Pacific Wealth Management LP raised its position in CME Group Inc. (NASDAQ:CME – Free Report) by 20.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 523 shares of the financial services provider’s stock after purchasing an additional 88 shares during the quarter. […]
Arjuna Capital cut its holdings in shares of American Express (NYSE:AXP) by 52.5% during the fourth quarter, Holdings Channel.com reports. The fund owned 7,651 shares of the payment services company’s stock after selling 8,464 shares during the period. Arjuna Capital’s holdings in American Express were worth $1,433,000 at the end of the most recent reporting […]
Milestone Investment Advisors LLC boosted its holdings in shares of Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 10.0% in the fourth quarter, HoldingsChannel reports. The firm owned 48,787 shares of the company’s stock after acquiring an additional 4,433 shares during the period. Invesco S&P 500 GARP ETF makes up 1.4% of Milestone […]
Yarra Square Partners LP acquired a new position in Blue Owl Capital Co. (NYSE:OBDC – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 47,000 shares of the company’s stock, valued at approximately $694,000. Blue Owl Capital accounts for approximately […]
Independent Advisor Alliance boosted its holdings in shares of American Express (NYSE:AXP) by 2.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 34,534 shares of the payment services company’s stock after buying an additional 726 shares during the quarter. Independent Advisor Alliance’s holdings in American Express were worth $6,470,000 at the end of […]