Tritonpoint Wealth LLC trimmed its position in shares of BlackRock (NYSE:BLK – Free Report) by 12.3% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,005 shares of the asset manager’s stock after selling 699 shares during the period. Tritonpoint Wealth LLC’s holdings in […]

Tritonpoint Wealth LLC decreased its stake in Chubb Limited (NYSE:CB – Free Report) by 9.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 30,831 shares of the financial services provider’s stock after selling 3,272 shares during the quarter. Chubb makes up 1.0% of Tritonpoint […]

SteelPeak Wealth LLC lessened its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 37.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 24,987 shares of the software maker’s stock after selling 15,220 shares during the quarter. SteelPeak Wealth LLC’s holdings in […]

Red Door Wealth Management LLC lessened its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 21.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,178 shares of the software company’s stock after selling 2,969 shares during the period. Red Door Wealth […]

SteelPeak Wealth LLC raised its stake in shares of Blackstone Inc. (NYSE:BX – Free Report) by 17.2% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 41,815 shares of the asset manager’s stock after purchasing an additional 6,141 shares during the period. SteelPeak Wealth LLC’s holdings in Blackstone […]

Tritonpoint Wealth LLC raised its holdings in QXO, Inc. (NYSE:QXO – Free Report) by 15.3% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 329,592 shares of the company’s stock after acquiring an additional 43,700 shares during the quarter. Tritonpoint Wealth LLC’s holdings in QXO were worth $6,358,000 at the end of the […]

Tritonpoint Wealth LLC reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 36.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 14,046 shares of the network equipment provider’s stock after selling 8,183 shares during the period. Tritonpoint […]

Whalen Wealth Management Inc. bought a new stake in shares of RTX Corporation (NYSE:RTX – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,283 shares of the company’s stock, valued at approximately $1,152,000. Several other hedge […]

Tritonpoint Wealth LLC decreased its stake in shares of Dover Corporation (NYSE:DOV – Free Report) by 9.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 66,936 shares of the industrial products company’s stock after selling 6,624 shares during the quarter. Dover comprises […]

Whalen Wealth Management Inc. bought a new position in Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 6,031 shares of the financial services provider’s stock, valued at approximately $586,000. A number of other large investors also recently […]

Tritonpoint Wealth LLC raised its stake in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 38.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 14,557 shares of the company’s stock after purchasing an additional 4,048 shares during the quarter. […]

Tritonpoint Wealth LLC lessened its holdings in shares of L3Harris Technologies Inc (NYSE:LHX – Free Report) by 19.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 13,188 shares of the company’s stock after selling 3,119 shares during the period. Tritonpoint Wealth […]

SteelPeak Wealth LLC lowered its position in McDonald’s Corporation (NYSE:MCD – Free Report) by 13.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 25,006 shares of the fast-food giant’s stock after selling 3,882 shares during the period. SteelPeak Wealth […]

World Investment Advisors lifted its stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 6.4% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 72,134 shares of the CRM provider’s stock after purchasing an additional 4,329 shares during the quarter. World Investment Advisors’ holdings in Salesforce were worth $19,109,000 as of its […]

Whalen Wealth Management Inc. grew its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 403.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,531 shares of the industrial products company’s stock after buying an additional 2,028 shares during the period. […]

Hamilton Lane Advisors LLC purchased a new position in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 8,634 shares of the company’s stock, valued at approximately $1,174,000. Datadog makes up about 0.6% of Hamilton Lane […]

Global Trust Asset Management LLC boosted its stake in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 407.6% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 736 shares of the company’s stock after purchasing an additional 591 shares during the period. Global […]

Whalen Wealth Management Inc. purchased a new position in shares of GE Aerospace (NYSE:GE – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 3,990 shares of the company’s stock, valued at approximately $1,229,000. Several other large investors have […]

Tritonpoint Wealth LLC reduced its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 59.7% during the fourth quarter, HoldingsChannel.com reports. The firm owned 983 shares of the investment management company’s stock after selling 1,458 shares during the period. Tritonpoint Wealth LLC’s holdings in The Goldman Sachs Group were worth $864,000 at […]

OAKMONT Corp increased its holdings in S&P Global Inc. (NYSE:SPGI – Free Report) by 2.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,425 shares of the business services provider’s stock after purchasing an additional 1,932 shares during the period. S&P […]

Whalen Wealth Management Inc. purchased a new stake in McDonald’s Corporation (NYSE:MCD – Free Report) in the fourth quarter, according to its most recent filing with the SEC. The fund purchased 2,261 shares of the fast-food giant’s stock, valued at approximately $691,000. Several other institutional investors and hedge funds have also made changes to their […]

SteelPeak Wealth LLC lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 40.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 278,238 shares of the network equipment provider’s stock after selling 187,354 shares during the quarter. SteelPeak Wealth LLC’s holdings in […]

Global Trust Asset Management LLC boosted its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 147.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,521 shares of the oil and gas company’s stock after purchasing an additional 10,446 shares during the quarter. Chevron […]

Hamilton Lane Advisors LLC lessened its stake in shares of Pagaya Technologies Ltd. (NASDAQ:PGY – Free Report) by 62.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 154,224 shares of the company’s stock after selling 253,211 shares during the period. Pagaya […]

Red Door Wealth Management LLC grew its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 82.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,764 shares of the company’s stock after acquiring an additional 799 shares during the […]

Whalen Wealth Management Inc. purchased a new stake in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) in the fourth quarter, Holdings Channel.com reports. The fund purchased 1,744 shares of the medical equipment provider’s stock, valued at approximately $988,000. Other hedge funds and other institutional investors have also recently made changes to their positions in the […]

Tritonpoint Wealth LLC lessened its stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 4.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 72,195 shares of the semiconductor company’s stock after selling 3,273 shares during the period. Lam […]

Tritonpoint Wealth LLC cut its holdings in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 17.4% in the 4th quarter, HoldingsChannel reports. The firm owned 136,769 shares of the company’s stock after selling 28,827 shares during the quarter. Tritonpoint Wealth LLC’s holdings in Mondelez International were worth $7,431,000 as of its most recent […]

Whalen Wealth Management Inc. acquired a new position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 952 shares of the investment management company’s stock, valued at approximately $836,000. Several other hedge funds and […]

Whalen Wealth Management Inc. raised its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 70.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,812 shares of the retailer’s stock after acquiring an additional 748 shares during the quarter. Costco […]

Red Door Wealth Management LLC reduced its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 17.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,380 shares of the healthcare conglomerate’s stock after selling 4,579 shares during the […]

SteelPeak Wealth LLC raised its stake in shares of Bank of America Corporation (NYSE:BAC) by 93.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 112,549 shares of the financial services provider’s stock after acquiring an additional 54,338 shares during the quarter. SteelPeak Wealth LLC’s holdings in Bank of America were worth $6,190,000 as of […]

Tritonpoint Wealth LLC cut its holdings in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 4.6% in the fourth quarter, HoldingsChannel reports. The firm owned 27,880 shares of the medical equipment provider’s stock after selling 1,336 shares during the period. Intuitive Surgical accounts for approximately 1.6% of Tritonpoint Wealth LLC’s portfolio, making the stock its […]

Whalen Wealth Management Inc. bought a new stake in STMicroelectronics N.V. (NYSE:STM – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 18,337 shares of the semiconductor producer’s stock, valued at approximately $476,000. A number of other institutional investors have […]

Whalen Wealth Management Inc. lifted its stake in Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 121.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,731 shares of the semiconductor company’s stock after acquiring an additional 951 shares […]

Tritonpoint Wealth LLC lowered its position in Capital One Financial Corporation (NYSE:COF – Free Report) by 11.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 27,494 shares of the financial services provider’s stock after selling 3,416 shares during the […]

Whalen Wealth Management Inc. acquired a new stake in shares of Granite Construction Incorporated (NYSE:GVA – Free Report) during the 4th quarter, Holdings Channel.com reports. The fund acquired 5,397 shares of the construction company’s stock, valued at approximately $623,000. Other hedge funds have also bought and sold shares of the company. Root Financial Partners LLC […]

Global Trust Asset Management LLC raised its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 32.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 59,024 shares of the utilities provider’s stock after acquiring an additional 14,601 shares […]

October Effect Ltd acquired a new position in shares of Lumen Technologies, Inc. (NYSE:LUMN – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 189,945 shares of the technology company’s stock, valued at approximately $1,476,000. Lumen Technologies accounts for about 1.6% of October Effect Ltd’s […]

Trust Co. of Toledo NA OH grew its holdings in shares of Yum! Brands, Inc. (NYSE:YUM – Free Report) by 119.3% in the 4th quarter, Holdings Channel reports. The fund owned 8,045 shares of the restaurant operator’s stock after buying an additional 4,376 shares during the period. Trust Co. of Toledo NA OH’s holdings in […]

Red Door Wealth Management LLC boosted its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 7.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 112,157 shares of the company’s stock after acquiring an […]

Global Trust Asset Management LLC lifted its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 232.1% during the fourth quarter, HoldingsChannel reports. The firm owned 22,485 shares of the company’s stock after purchasing an additional 15,714 shares during the period. Global Trust Asset Management LLC’s holdings in Merck & Co., Inc. were […]

Raab & Moskowitz Asset Management LLC decreased its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 14.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 240,964 shares of the biopharmaceutical company’s stock after selling 39,910 shares during the period. Pfizer makes up about 1.3% […]

Thurston Springer Miller Herd & Titak Inc. grew its position in Medtronic PLC (NYSE:MDT – Free Report) by 400.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 9,573 shares of the medical technology company’s stock after purchasing an additional 7,661 shares during the period. Thurston […]

Whalen Wealth Management Inc. bought a new position in shares of Knight-Swift Transportation Holdings Inc. (NYSE:KNX – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 8,546 shares of the transportation company’s stock, valued at approximately $447,000. A number of other large […]

Thurston Springer Miller Herd & Titak Inc. lifted its stake in shares of Chubb Limited (NYSE:CB – Free Report) by 290.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,620 shares of the financial services provider’s stock after purchasing an […]

Philip James Wealth Mangement LLC trimmed its position in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 184,977 shares of the company’s stock after selling 6,986 shares during the quarter. Merck & […]

World Investment Advisors increased its position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 20.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 66,135 shares of the technology company’s stock after acquiring an additional 11,375 shares during the period. World […]

Thurston Springer Miller Herd & Titak Inc. lifted its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 193.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,824 shares of the semiconductor manufacturer’s stock after buying an additional 1,863 shares during […]

Thurston Springer Miller Herd & Titak Inc. lifted its holdings in shares of Aflac Incorporated (NYSE:AFL – Free Report) by 248.2% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 7,731 shares of the financial services provider’s stock after buying an additional 5,511 shares during the […]