MKT Advisors LLC lessened its stake in PPL Co. (NYSE:PPL – Free Report) by 2.4% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 19,110 shares of the utilities provider’s stock after selling 467 shares during the period. MKT Advisors LLC’s holdings in PPL were worth $641,000 at […]

MRA Advisory Group lessened its stake in shares of Visa Inc. (NYSE:V – Free Report) by 40.4% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 2,316 shares of the credit-card processor’s stock after selling 1,570 shares during the period. MRA Advisory […]

Insight Advisors LLC PA reduced its position in Oracle Co. (NYSE:ORCL – Free Report) by 3.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,955 shares of the enterprise software provider’s stock after selling 115 shares during the quarter. […]

Stablepoint Partners LLC trimmed its stake in RTX Co. (NYSE:RTX – Free Report) by 2.8% in the 1st quarter, HoldingsChannel reports. The firm owned 17,906 shares of the company’s stock after selling 514 shares during the period. Stablepoint Partners LLC’s holdings in RTX were worth $2,372,000 as of its most recent filing with the Securities […]

MKT Advisors LLC raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 10.1% in the 1st quarter, Holdings Channel reports. The fund owned 1,012 shares of the electric vehicle producer’s stock after acquiring an additional 93 shares during the quarter. MKT Advisors LLC’s holdings in Tesla were worth $262,000 as of […]

MRA Advisory Group reduced its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 7.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,827 shares of the information services provider’s stock after selling 828 shares during […]

Herbst Group LLC trimmed its position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 24.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 19,874 shares of the oil and gas company’s stock after selling 6,535 shares during the period. Herbst Group LLC’s […]

AGH Wealth Advisors LLC reduced its position in RTX Co. (NYSE:RTX – Free Report) by 12.1% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 4,839 shares of the company’s stock after selling 667 shares during the period. AGH Wealth Advisors LLC’s […]

Riverview Trust Co decreased its stake in shares of The Boeing Company (NYSE:BA – Free Report) by 59.0% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 245 shares of the aircraft producer’s stock after selling 353 shares during the period. Riverview Trust Co’s holdings in […]

MKT Advisors LLC grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 0.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,712 shares of the semiconductor manufacturer’s stock after acquiring an additional 58 shares during the […]

Atwater Malick LLC decreased its holdings in Comcast Co. (NASDAQ:CMCSA – Free Report) by 50.0% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 49,413 shares of the cable giant’s stock after selling 49,408 shares during the quarter. Atwater Malick LLC’s holdings in Comcast […]

Riverview Trust Co lessened its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.2% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 621 shares of the company’s stock after selling 14 shares during the period. Riverview Trust […]

Curat Global LLC bought a new stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 12,800 shares of the semiconductor manufacturer’s stock, valued at approximately $2,143,000. Broadcom comprises about 2.6% of Curat Global LLC’s holdings, […]

Stablepoint Partners LLC lessened its position in shares of American Express (NYSE:AXP) by 10.7% during the 1st quarter, Holdings Channel reports. The institutional investor owned 6,244 shares of the payment services company’s stock after selling 747 shares during the period. Stablepoint Partners LLC’s holdings in American Express were worth $1,680,000 as of its most recent […]

Atwater Malick LLC grew its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 2.4% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 39,181 shares of the fast-food giant’s stock after buying an additional 932 shares during the period. McDonald’s makes up 4.1% […]

Davis Capital Management trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 2.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,382 shares of the company’s stock after selling 109 shares during the period. Davis Capital Management’s holdings in […]

AGH Wealth Advisors LLC trimmed its holdings in McKesson Co. (NYSE:MCK – Free Report) by 4.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 519 shares of the company’s stock after selling 24 shares during the period. AGH Wealth Advisors LLC’s holdings in McKesson were worth $349,000 as of its most recent filing […]

Deere & Company (NYSE:DE – Get Free Report) was upgraded by research analysts at Melius from a “hold” rating to a “buy” rating in a research report issued on Friday,Briefing.com Automated Import reports. DE has been the topic of a number of other research reports. Morgan Stanley lifted their target price on Deere & Company […]

Next Level Private LLC grew its stake in Walmart Inc. (NYSE:WMT – Free Report) by 18.2% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 3,457 shares of the retailer’s stock after buying an additional 533 shares during the quarter. Next Level Private LLC’s holdings in Walmart were worth $303,000 as of its most […]

Davis Capital Management lifted its holdings in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 23.0% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,567 shares of the software company’s stock after purchasing an additional 666 shares during […]

Annex Advisory Services LLC boosted its holdings in RTX Co. (NYSE:RTX – Free Report) by 14.1% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,836 shares of the company’s stock after purchasing an additional 351 shares during the quarter. Annex Advisory Services LLC’s holdings in RTX were worth $376,000 as of its most […]

AMI Investment Management Inc. trimmed its stake in shares of Visa Inc. (NYSE:V – Free Report) by 2.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,733 shares of the credit-card processor’s stock after selling 371 shares during the quarter. Visa comprises 1.8% […]

Davis Capital Management decreased its holdings in Walmart Inc. (NYSE:WMT – Free Report) by 4.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,208 shares of the retailer’s stock after selling 1,134 shares during the period. Walmart comprises about […]

MRA Advisory Group increased its holdings in shares of The Coca-Cola Company (NYSE:KO – Free Report) by 24.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,299 shares of the company’s stock after purchasing an additional 1,253 shares during the quarter. […]

Fermata Advisors LLC reduced its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.0% in the 1st quarter, Holdings Channel reports. The institutional investor owned 1,545 shares of the company’s stock after selling 99 shares during the period. Fermata Advisors LLC’s holdings in PepsiCo were worth $232,000 at the end of the most recent […]

Permanent Capital Management LP reduced its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 21.4% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,122 shares of the retailer’s stock after selling 1,121 shares during the quarter. Permanent Capital Management LP’s […]

Northwest Financial Advisors lessened its position in shares of Oracle Co. (NYSE:ORCL – Free Report) by 3.9% during the first quarter, Holdings Channel reports. The institutional investor owned 3,210 shares of the enterprise software provider’s stock after selling 132 shares during the quarter. Northwest Financial Advisors’ holdings in Oracle were worth $449,000 as of its […]

Davis Capital Management trimmed its position in shares of ConocoPhillips (NYSE:COP – Free Report) by 26.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 448 shares of the energy producer’s stock after selling 158 shares during the period. Davis Capital Management’s holdings in […]

Matrix Trust Co grew its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 38.7% in the first quarter, HoldingsChannel reports. The fund owned 1,322 shares of the information services provider’s stock after buying an additional 369 shares during the period. Matrix Trust Co’s holdings in Alphabet were worth $204,000 as of its most recent […]

Atwater Malick LLC grew its stake in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) by 18.1% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 48,046 shares of the business services provider’s stock after acquiring an additional 7,380 shares during the quarter. Copart comprises […]

West Coast Financial LLC cut its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 3.8% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 21,928 shares of the home improvement retailer’s stock after selling 871 shares during the quarter. West […]

AGH Wealth Advisors LLC purchased a new position in shares of The Cigna Group (NYSE:CI – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 647 shares of the health services provider’s stock, valued at approximately $213,000. Other hedge funds […]

Harbor Group Inc. bought a new stake in Abbott Laboratories (NYSE:ABT – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 1,690 shares of the healthcare product maker’s stock, valued at approximately $224,000. A number of other institutional investors […]

Fjell Capital LLC boosted its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 6.0% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,018 shares of the CRM provider’s stock after acquiring an additional 286 shares during the […]

Atwater Malick LLC lessened its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,005 shares of the company’s stock after selling 20 shares during the period. Atwater Malick LLC’s holdings […]

Edge Wealth Management LLC increased its position in Oracle Co. (NYSE:ORCL – Free Report) by 38.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,790 shares of the enterprise software provider’s stock after purchasing an additional 500 shares during the quarter. Edge Wealth Management […]

Insight Advisors LLC PA raised its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.1% in the first quarter, Holdings Channel reports. The institutional investor owned 34,361 shares of the semiconductor manufacturer’s stock after buying an additional 1,358 shares during the quarter. Broadcom accounts for about 1.0% of Insight Advisors LLC PA’s […]

Stablepoint Partners LLC trimmed its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 21.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 39,517 shares of the semiconductor manufacturer’s stock after selling 10,535 shares during the quarter. Broadcom comprises about 1.2% of Stablepoint Partners […]

Choice Wealth Advisors LLC grew its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 2.8% during the first quarter, Holdings Channel.com reports. The fund owned 3,650 shares of the electric vehicle producer’s stock after purchasing an additional 100 shares during the quarter. Tesla makes up 0.5% of Choice Wealth Advisors LLC’s investment portfolio, making […]

Safeguard Financial LLC reduced its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 7.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,274 shares of the credit services provider’s stock after selling 107 shares during […]

Procyon Advisors LLC grew its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 3.3% in the 1st quarter, HoldingsChannel reports. The firm owned 34,442 shares of the business services provider’s stock after acquiring an additional 1,086 shares during the quarter. Procyon Advisors LLC’s holdings in Waste Management were worth $7,974,000 at […]

Safeguard Financial LLC lessened its stake in shares of Oracle Co. (NYSE:ORCL – Free Report) by 12.5% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,187 shares of the enterprise software provider’s stock after selling 313 shares during the period. Safeguard Financial LLC’s holdings […]

Breakwater Capital Group boosted its holdings in shares of Salesforce, Inc. (NYSE:CRM – Free Report) by 126.1% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,926 shares of the CRM provider’s stock after buying an additional 1,074 shares during the quarter. Breakwater Capital Group’s holdings in Salesforce were worth $517,000 as of its […]

SeaCrest Wealth Management LLC cut its holdings in shares of Oracle Co. (NYSE:ORCL – Free Report) by 7.7% during the first quarter, HoldingsChannel.com reports. The fund owned 13,171 shares of the enterprise software provider’s stock after selling 1,092 shares during the quarter. SeaCrest Wealth Management LLC’s holdings in Oracle were worth $1,841,000 as of its […]

Next Level Private LLC boosted its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 8.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,963 shares of the company’s stock after acquiring an additional 235 shares during the quarter. […]

Vest Financial LLC lowered its stake in shares of Walmart Inc. (NYSE:WMT – Free Report) by 14.2% in the first quarter, HoldingsChannel reports. The institutional investor owned 604,185 shares of the retailer’s stock after selling 100,337 shares during the period. Vest Financial LLC’s holdings in Walmart were worth $53,041,000 as of its most recent SEC […]

Naples Global Advisors LLC reduced its stake in The Coca-Cola Company (NYSE:KO – Free Report) by 3.2% during the first quarter, according to its most recent filing with the SEC. The fund owned 26,174 shares of the company’s stock after selling 877 shares during the quarter. Naples Global Advisors LLC’s holdings in Coca-Cola were worth […]

Breakwater Capital Group lifted its holdings in shares of McDonald’s Co. (NYSE:MCD – Free Report) by 14.4% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,427 shares of the fast-food giant’s stock after acquiring an additional 180 shares during the period. Breakwater Capital Group’s holdings […]

Foster Group Inc. lifted its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 2.4% during the 1st quarter, HoldingsChannel reports. The fund owned 20,589 shares of the retailer’s stock after purchasing an additional 478 shares during the period. Foster Group Inc.’s holdings in Walmart were worth $1,808,000 at the end of the […]

Prospect Financial Services LLC lifted its stake in Walmart Inc. (NYSE:WMT – Free Report) by 14.9% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,478 shares of the retailer’s stock after buying an additional 452 shares during the quarter. Prospect Financial Services LLC’s holdings […]