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Whitegate Investment Counselors Inc. Has $748,000 Stock Position in Exxon Mobil Co. (NYSE:XOM)

Posted by Matthew Jenks on Mar 14th, 2025

Whitegate Investment Counselors Inc. increased its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange... More of this article »

Left Brain Wealth Management LLC Takes $283,000 Position in PayPal Holdings, Inc. (NASDAQ:PYPL)

Posted by Matthew Jenks on Mar 14th, 2025

Left Brain Wealth Management LLC bought a new stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) in the fourth quarter, HoldingsChannel.com reports. The firm bought 3,311 shares of the credit services provider’s... More of this article »

Omnicom Group Inc. (NYSE:OMC) Shares Sold by Sienna Gestion

Posted by Matthew Jenks on Mar 14th, 2025

Sienna Gestion decreased its holdings in Omnicom Group Inc. (NYSE:OMC – Free Report) by 96.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,427 shares... More of this article »

Parnassus Investments LLC Sells 30,569 Shares of Broadridge Financial Solutions, Inc. (NYSE:BR)

Posted by Matthew Jenks on Mar 14th, 2025

Parnassus Investments LLC lowered its position in Broadridge Financial Solutions, Inc. (NYSE:BR – Free Report) by 6.2% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 459,592 shares of... More of this article »

May Barnhard Investments LLC Invests $932,000 in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX)

Posted by Matthew Jenks on Mar 14th, 2025

May Barnhard Investments LLC bought a new position in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 39,351 shares of the company’s... More of this article »