Todd Asset Management LLC decreased its stake in shares of Cummins Inc. (NYSE:CMI – Free Report) by 10.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 122,771 shares of the company’s stock after selling 14,758 shares during the quarter. Cummins comprises about […]

Wealthquest Corp purchased a new position in Abbott Laboratories (NYSE:ABT – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 7,122 shares of the healthcare product maker’s stock, valued at approximately $892,000. Other large investors have also recently added to […]

Swedbank AB lifted its position in Clean Harbors, Inc. (NYSE:CLH – Free Report) by 7.1% in the fourth quarter, Holdings Channel.com reports. The firm owned 150,000 shares of the business services provider’s stock after purchasing an additional 10,000 shares during the quarter. Swedbank AB’s holdings in Clean Harbors were worth $35,172,000 at the end of […]

Hantz Financial Services Inc. trimmed its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 11.2% in the fourth quarter, Holdings Channel reports. The firm owned 54,948 shares of the information technology services provider’s stock after selling 6,911 shares during the period. Hantz Financial Services Inc.’s holdings in Accenture were worth $14,742,000 as […]

Todd Asset Management LLC cut its position in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) by 16.6% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 114,374 shares of the online travel company’s stock after selling 22,841 shares during the quarter. […]

Todd Asset Management LLC decreased its stake in shares of Incyte Corporation (NASDAQ:INCY – Free Report) by 17.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 283,463 shares of the biopharmaceutical company’s stock after selling 61,560 shares during the quarter. Todd […]

Morningstar Investment Management LLC reduced its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 24.1% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 20,968 shares of the software company’s stock after selling 6,670 shares during the period. Morningstar Investment Management LLC’s holdings in Adobe were worth $7,339,000 as of its most recent […]

Glenview Trust Co decreased its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 8.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 62,096 shares of the industrial products company’s stock after selling 5,790 shares during the period. Glenview Trust […]

Morningstar Investment Management LLC reduced its position in shares of Ambev S.A. (NYSE:ABEV – Free Report) by 22.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,572,660 shares of the company’s stock after selling 467,703 shares during the period. Morningstar […]

Todd Asset Management LLC decreased its position in shares of Orix Corp Ads (NYSE:IX – Free Report) by 1.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,827,626 shares of the real estate investment trust’s stock after selling 19,388 shares during […]

Wealthquest Corp grew its position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 4.5% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 1,406,512 shares of the company’s stock after acquiring an additional 60,822 shares during the period. iShares Core MSCI EAFE ETF […]

Westover Capital Advisors LLC reduced its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 72.4% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,863 shares of the Wireless communications provider’s stock after selling 10,148 shares during […]

UBS Group AG reduced its stake in shares of Clearwater Paper Corporation (NYSE:CLW – Free Report) by 24.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 195,321 shares of the basic materials company’s stock after selling 62,865 shares during the period. UBS Group AG’s holdings in Clearwater Paper were worth $3,399,000 as of its […]

LSV Asset Management raised its position in shares of Commercial Metals Company (NYSE:CMC – Free Report) by 28.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 340,000 shares of the basic materials company’s stock after buying an additional 74,300 shares during […]

Todd Asset Management LLC increased its position in Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 4.4% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 77,407 shares of the company’s stock after purchasing an additional 3,275 shares during the period. Todd Asset Management LLC’s holdings in […]

Jefferies Financial Group Inc. boosted its stake in Site Centers Corp. (NYSE:SITC – Free Report) by 34.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,819,088 shares of the company’s stock after acquiring an additional 464,892 shares during the period. Jefferies Financial Group Inc.’s holdings in Site Centers were worth $11,679,000 at […]

Westover Capital Advisors LLC increased its position in iShares MBS ETF (NASDAQ:MBB – Free Report) by 5.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 118,851 shares of the company’s stock after buying an additional 6,188 shares during the […]

Troy Asset Management Ltd decreased its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 8.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 78,418 shares of the fast-food giant’s stock after selling 7,613 shares during the […]

Prospera Financial Services Inc lowered its stake in shares of McKesson Corporation (NYSE:MCK – Free Report) by 10.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,955 shares of the company’s stock after selling 849 shares during the period. […]

Legato Capital Management LLC acquired a new position in shares of Primerica, Inc. (NYSE:PRI – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 4,212 shares of the financial services provider’s stock, valued at approximately $1,088,000. Other large investors also […]

Hantz Financial Services Inc. cut its position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 20.7% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 192,002 shares of the coffee company’s stock after selling 50,188 shares during the quarter. Hantz Financial Services […]

Optimize Financial Inc grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 914.3% during the fourth quarter, Holdings Channel reports. The firm owned 12,182 shares of the Internet television network’s stock after acquiring an additional 10,981 shares during the quarter. Optimize Financial Inc’s holdings in Netflix were worth $1,142,000 at the end of […]

Clearstead Advisors LLC grew its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.4% during the fourth quarter, Holdings Channel.com reports. The fund owned 49,407 shares of the company’s stock after purchasing an additional 679 shares during the quarter. Clearstead Advisors LLC’s holdings in Eli Lilly and Company were worth […]

LSV Asset Management boosted its holdings in Axcelis Technologies, Inc. (NASDAQ:ACLS – Free Report) by 36.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 429,500 shares of the semiconductor company’s stock after buying an additional 114,600 shares during the […]

Morningstar Investment Management LLC boosted its holdings in Crown Castle Inc. (NYSE:CCI – Free Report) by 15.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,458 shares of the real estate investment trust’s stock after acquiring an additional 6,521 shares […]

Hantz Financial Services Inc. cut its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 5.9% in the fourth quarter, Holdings Channel reports. The fund owned 29,571 shares of the company’s stock after selling 1,863 shares during the period. Hantz Financial Services Inc.’s holdings in Eli Lilly and Company were worth […]

Choate Investment Advisors lifted its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 12.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 431,661 shares of the retailer’s stock after acquiring an additional 49,316 shares during the period. Walmart makes up approximately […]

Morningstar Investment Management LLC reduced its position in shares of Accenture PLC (NYSE:ACN – Free Report) by 44.2% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 31,641 shares of the information technology services provider’s stock after selling 25,113 shares during the period. Morningstar Investment Management LLC’s holdings in Accenture were worth $8,489,000 at […]

Van Cleef Asset Management Inc acquired a new stake in Intel Corporation (NASDAQ:INTC – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 5,600 shares of the chip maker’s stock, valued at approximately $207,000. Several other institutional investors and hedge […]

Jefferies Financial Group Inc. increased its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 63.6% in the fourth quarter, Holdings Channel reports. The firm owned 45,024 shares of the company’s stock after buying an additional 17,497 shares during the quarter. Jefferies Financial Group Inc.’s holdings in GE Aerospace were worth $13,869,000 at […]

Prospera Financial Services Inc lowered its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 8.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 69,839 shares of the exchange traded fund’s stock after selling 6,551 shares during the quarter. […]

Sectoral Asset Management Inc. raised its position in Abbott Laboratories (NYSE:ABT – Free Report) by 36.6% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 23,498 shares of the healthcare product maker’s stock after purchasing an additional 6,300 shares during the quarter. Abbott Laboratories accounts for 2.3% of Sectoral Asset Management Inc.’s investment […]

Morningstar Investment Management LLC lessened its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 60.9% during the 4th quarter, Holdings Channel reports. The firm owned 18,738 shares of the oil and gas company’s stock after selling 29,213 shares during the period. Morningstar Investment Management LLC’s holdings in Chevron were worth $2,856,000 at the end […]

Intermede Investment Partners Ltd lowered its position in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 4.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 96,105 shares of the semiconductor company’s stock after selling 4,785 shares during the period. Synopsys makes up about 1.9% of Intermede Investment Partners Ltd’s portfolio, making the […]

Todd Asset Management LLC decreased its holdings in Rio Tinto PLC (NYSE:RIO – Free Report) by 0.8% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,084,815 shares of the mining company’s stock after selling 9,088 shares during the period. Rio Tinto comprises approximately […]

Todd Asset Management LLC acquired a new position in shares of TKO Group Holdings, Inc. (NYSE:TKO – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 125,120 shares of the company’s stock, valued at approximately $26,150,000. Todd Asset Management LLC owned […]

Westover Capital Advisors LLC trimmed its holdings in EMCOR Group, Inc. (NYSE:EME – Free Report) by 15.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,129 shares of the construction company’s stock after selling 1,254 shares during the quarter. Westover Capital […]

Legato Capital Management LLC raised its stake in MP Materials Corp. (NYSE:MP – Free Report) by 47.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 26,430 shares of the company’s stock after buying an additional 8,515 shares during the quarter. Legato Capital […]

Intermede Investment Partners Ltd decreased its holdings in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 4.8% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 922,397 shares of the ride-sharing company’s stock after selling 46,057 shares during the period. Uber Technologies makes up about 3.1% of Intermede […]

Hantz Financial Services Inc. increased its holdings in shares of ASML Holding N.V. (NASDAQ:ASML – Free Report) by 11.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 22,583 shares of the semiconductor company’s stock after purchasing an additional 2,344 shares during the quarter. Hantz Financial Services Inc.’s holdings in ASML were worth $24,161,000 […]

Jefferies Financial Group Inc. acquired a new position in Omada Health, Inc. (NASDAQ:OMDA – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 1,073,991 shares of the company’s stock, valued at approximately $16,948,000. Several other institutional investors and hedge funds have also […]

Legal & General Group Plc raised its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 5.4% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 1,741,353 shares of the company’s stock after acquiring an additional 88,642 shares during the period. Legal & General Group Plc’s holdings in GE Vernova […]

Churchill Financial Advisors LLC bought a new stake in Electronic Arts Inc. (NASDAQ:EA – Free Report) during the fourth quarter, HoldingsChannel reports. The institutional investor bought 19,778 shares of the game software company’s stock, valued at approximately $4,041,000. Electronic Arts comprises about 1.2% of Churchill Financial Advisors LLC’s holdings, making the stock its 21st largest […]

Todd Asset Management LLC cut its holdings in Sun Life Financial Inc. (NYSE:SLF – Free Report) (TSE:SLF) by 2.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 656,126 shares of the financial services provider’s stock after selling 15,394 shares during the period. Todd Asset Management LLC […]

Legato Capital Management LLC bought a new position in shares of GRAIL, Inc. (NASDAQ:GRAL – Free Report) in the fourth quarter, Holdings Channel reports. The firm bought 13,435 shares of the company’s stock, valued at approximately $1,150,000. A number of other institutional investors have also recently bought and sold shares of the business. WIM INVESTMENT […]

Weinberger Asset Management Inc lowered its stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 7.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 481,787 shares of the company’s stock after selling 36,432 shares during the period. Schwab […]

Morningstar Investment Management LLC decreased its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 14.4% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 60,784 shares of the enterprise software provider’s stock after selling 10,189 shares during the quarter. Oracle makes up 0.7% of Morningstar Investment Management LLC’s investment portfolio, making […]

Churchill Financial Advisors LLC purchased a new position in shares of Emerson Electric Co. (NYSE:EMR – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 8,262 shares of the industrial products company’s stock, valued at approximately $1,097,000. Several other institutional investors and hedge funds have also recently bought and sold shares of the […]

Morningstar Investment Management LLC decreased its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 49.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 28,051 shares of the semiconductor company’s stock after selling 27,094 shares during the quarter. Morningstar Investment Management LLC’s holdings in Texas Instruments were worth $4,867,000 at the end of […]

William Blair Investment Management LLC reduced its position in shares of Commercial Metals Company (NYSE:CMC – Free Report) by 9.5% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 516,792 shares of the basic materials company’s stock after selling 54,039 shares […]