MidFirst Bank purchased a new stake in Phillips 66 (NYSE:PSX – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 38,373 shares of the oil and gas company’s stock, valued at approximately $4,952,000. Other hedge funds have also modified their holdings of […]

Invesco Ltd. grew its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 10.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,730,485 shares of the Wireless communications provider’s stock after purchasing an additional 827,381 shares during the quarter. […]

MidFirst Bank acquired a new position in Caterpillar Inc. (NYSE:CAT – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 27,191 shares of the industrial products company’s stock, valued at approximately $15,577,000. Caterpillar makes up 1.2% of MidFirst Bank’s investment portfolio, making […]

MidFirst Bank bought a new position in Adobe Inc. (NASDAQ:ADBE – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 10,821 shares of the software company’s stock, valued at approximately $3,787,000. A number of other institutional investors have also recently modified […]

River Road Asset Management LLC reduced its holdings in shares of Crh Plc (NYSE:CRH – Free Report) by 29.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 1,036,775 shares of the construction company’s stock after selling 438,669 shares during the period. CRH accounts for approximately 1.4% of River Road Asset Management LLC’s investment portfolio, […]

MV Capital Management Inc. purchased a new position in shares of Visa Inc. (NYSE:V – Free Report) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 15,115 shares of the credit-card processor’s stock, valued at approximately $5,301,000. Several other large investors have also recently […]

Kovitz Investment Group Partners LLC cut its holdings in shares of Morgan Stanley (NYSE:MS – Free Report) by 79.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 46,436 shares of the financial services provider’s stock after selling 180,868 shares during the […]

MV Capital Management Inc. acquired a new stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,882 shares of the medical research company’s stock, valued at approximately $2,907,000. A number of other institutional […]

MidFirst Bank purchased a new position in The Allstate Corporation (NYSE:ALL – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 10,183 shares of the insurance provider’s stock, valued at approximately $2,120,000. A number of other hedge funds […]

Rare Wolf Capital LLC bought a new stake in Okta, Inc. (NASDAQ:OKTA – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 4,514 shares of the company’s stock, valued at approximately $390,000. Other large investors have also modified their holdings of the […]

GuidedMoney LLC bought a new stake in Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 26,752 shares of the company’s stock, valued at approximately $762,000. Schwab US Small-Cap ETF accounts for […]

River Road Asset Management LLC increased its stake in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 339.5% during the fourth quarter, Holdings Channel.com reports. The firm owned 1,288,956 shares of the transportation company’s stock after purchasing an additional 995,685 shares during the quarter. River Road Asset Management LLC’s holdings in Delta Air Lines […]

First Growth Capital LLC purchased a new position in Target Corporation (NYSE:TGT – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 8,091 shares of the retailer’s stock, valued at approximately $791,000. Other institutional investors and hedge […]

MidFirst Bank purchased a new stake in Dorchester Minerals, L.P. (NASDAQ:DMLP – Free Report) in the fourth quarter, HoldingsChannel reports. The firm purchased 494,153 shares of the energy company’s stock, valued at approximately $11,049,000. Dorchester Minerals accounts for approximately 0.9% of MidFirst Bank’s investment portfolio, making the stock its 23rd biggest position. Several other institutional […]

SG Trading Solutions LLC purchased a new position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) in the 4th quarter, HoldingsChannel reports. The fund purchased 3,412 shares of the Wireless communications provider’s stock, valued at approximately $693,000. A number of other large investors have also modified their holdings of the stock. Price T Rowe Associates […]

MidFirst Bank acquired a new position in shares of Texas Instruments Incorporated (NASDAQ:TXN – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 18,820 shares of the semiconductor company’s stock, valued at approximately $3,265,000. Other institutional investors also recently modified […]

Wick Capital Partners LLC increased its holdings in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 169.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,259 shares of the company’s stock after purchasing an additional 792 shares during the quarter. Wick Capital Partners LLC’s holdings in Eli Lilly and Company […]

Rare Wolf Capital LLC acquired a new position in shares of CVS Health Corporation (NYSE:CVS – Free Report) in the fourth quarter, Holdings Channel reports. The institutional investor acquired 9,777 shares of the pharmacy operator’s stock, valued at approximately $776,000. Other hedge funds and other institutional investors also recently made changes to their positions in […]

Kovitz Investment Group Partners LLC cut its holdings in Chevron Corporation (NYSE:CVX – Free Report) by 73.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 60,167 shares of the oil and gas company’s stock after selling 167,235 shares […]

Wick Capital Partners LLC bought a new stake in shares of Illumina, Inc. (NASDAQ:ILMN – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 5,956 shares of the life sciences company’s stock, valued at approximately $781,000. A number of other hedge funds have […]

First Growth Capital LLC acquired a new position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm acquired 555 shares of the company’s stock, valued at approximately $564,000. A number of other institutional investors also recently made changes to their positions in the company. […]

MidFirst Bank purchased a new position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 32,586 shares of the utilities provider’s stock, valued at approximately $2,616,000. A number of other institutional investors have also modified […]

CrossGen Wealth LLC purchased a new stake in Marathon Petroleum Corporation (NYSE:MPC – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 16,076 shares of the oil and gas company’s stock, valued at approximately $2,615,000. Marathon Petroleum accounts for approximately 2.3% of CrossGen Wealth LLC’s holdings, making the stock its 13th biggest holding. […]

Dean Capital Management decreased its holdings in shares of Quaker Houghton (NYSE:KWR – Free Report) by 55.0% during the 4th quarter, Holdings Channel reports. The firm owned 14,103 shares of the specialty chemicals company’s stock after selling 17,246 shares during the quarter. Dean Capital Management’s holdings in Quaker Houghton were worth $1,936,000 at the end […]

Monetary Solutions Ltd acquired a new stake in shares of Flowserve Corporation (NYSE:FLS – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 12,840 shares of the industrial products company’s stock, valued at approximately $891,000. Flowserve makes up about 0.9% of Monetary Solutions […]

Rare Wolf Capital LLC purchased a new stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 2,369 shares of the exchange traded fund’s stock, valued at approximately $583,000. Several other hedge funds and […]

Evansbrook LLC bought a new position in shares of Wells Fargo & Company (NYSE:WFC) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 11,543 shares of the financial services provider’s stock, valued at approximately $1,076,000. Wells Fargo & Company comprises 0.7% […]

BDFS Capital LLC bought a new stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 25,577 shares of the company’s stock, valued at approximately $841,000. Other institutional investors and hedge funds also […]

Thryve Wealth Management LLC purchased a new position in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) in the 4th quarter, Holdings Channel.com reports. The fund purchased 5,020 shares of the exchange traded fund’s stock, valued at approximately $482,000. Other large investors also recently modified their holdings of the company. Palisade Asset Management […]

Evansbrook LLC bought a new position in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) in the fourth quarter, Holdings Channel reports. The firm bought 2,442 shares of the financial services provider’s stock, valued at approximately $510,000. Several other hedge funds have also recently made changes to their positions in PNC. US Bancorp […]

MV Capital Management Inc. purchased a new position in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 5,826 shares of the exchange traded fund’s stock, valued at approximately $1,434,000. A number […]

Mariner Investment Group LLC bought a new stake in Cintas Corporation (NASDAQ:CTAS – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 269,000 shares of the business services provider’s stock, valued at approximately $50,591,000. Cintas makes up approximately 3.0% of […]

Compound Planning Inc. lessened its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 8.1% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 73,608 shares of the company’s stock after selling 6,527 shares during the period. Compound Planning Inc.’s holdings in […]

SG Trading Solutions LLC acquired a new stake in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) in the 4th quarter, Holdings Channel reports. The institutional investor acquired 45,285 shares of the company’s stock, valued at approximately $3,578,000. Colgate-Palmolive makes up 0.8% of SG Trading Solutions LLC’s holdings, making the stock its 20th largest holding. […]

First Growth Capital LLC purchased a new position in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 45,486 shares of the company’s stock, valued at approximately $1,490,000. Schwab U.S. Mid-Cap ETF comprises approximately […]

First Growth Capital LLC purchased a new position in shares of iShares MSCI South Korea ETF (NYSEARCA:EWY – Free Report) in the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 2,488 shares of the exchange traded fund’s stock, valued at approximately $242,000. Several other hedge funds also recently added to or reduced their stakes in […]

Wick Capital Partners LLC acquired a new stake in shares of Expedia Group, Inc. (NASDAQ:EXPE – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 12,900 shares of the online travel company’s stock, valued at approximately $3,655,000. Several other institutional […]

Seven Fleet Capital Management LP bought a new position in Palisade Bio, Inc. (NASDAQ:PALI – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor bought 327,500 shares of the company’s stock, valued at approximately $770,000. Other institutional investors and hedge funds have also recently made changes […]

Compass Financial Services Inc boosted its holdings in iShares Core Dividend ETF (BATS:DIVB – Free Report) by 8.7% during the 4th quarter, Holdings Channel reports. The firm owned 154,258 shares of the company’s stock after acquiring an additional 12,325 shares during the period. iShares Core Dividend ETF makes up about 3.5% of Compass Financial Services […]

Strategic Investment Solutions Inc. IL raised its position in World Equity ETF (NYSEARCA:DFAW – Free Report) by 18.3% during the fourth quarter, HoldingsChannel reports. The firm owned 282,555 shares of the company’s stock after purchasing an additional 43,689 shares during the period. World Equity ETF comprises 5.0% of Strategic Investment Solutions Inc. IL’s holdings, making […]

Josh Arnold Investment Consultant LLC trimmed its position in TKO Group Holdings, Inc. (NYSE:TKO – Free Report) by 31.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,585 shares of the company’s stock after selling 9,530 shares during the quarter. TKO Group […]

Monetary Solutions Ltd bought a new stake in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm bought 17,443 shares of the company’s stock, valued at approximately $3,094,000. Vanguard Mid-Cap Value ETF makes up 3.0% of Monetary Solutions Ltd’s investment portfolio, making the stock its 10th biggest holding. […]

SB Capital Management Inc purchased a new position in Capricor Therapeutics, Inc. (NASDAQ:CAPR – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm purchased 400,001 shares of the biotechnology company’s stock, valued at approximately $11,544,000. Capricor Therapeutics accounts for approximately 4.2% of SB Capital Management Inc’s investment portfolio, making the stock its 5th biggest […]

Jacobs Equity LLC bought a new position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) in the 4th quarter, HoldingsChannel reports. The fund bought 20,802 shares of the company’s stock, valued at approximately $500,000. A number of other institutional investors and hedge funds also recently made changes to their positions in SCHF. […]

WLTH Capital Management LLC acquired a new stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 202,450 shares of the company’s stock, valued at approximately $19,693,000. iShares Core MSCI EAFE ETF makes […]

T. Rowe Price Investment Management Inc. grew its stake in shares of Ball Corporation (NYSE:BALL – Free Report) by 3.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,225,631 shares of the company’s stock after buying an additional 266,238 […]

Wick Capital Partners LLC purchased a new position in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 26,169 shares of the bank’s stock, valued at approximately $1,529,000. Several other institutional […]

Mariner Investment Group LLC acquired a new stake in Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 2,000 shares of the construction company’s stock, valued at approximately $1,867,000. Several other hedge funds have also recently added to or reduced their stakes in FIX. Ameriflex Group […]

T. Rowe Price Investment Management Inc. increased its position in shares of Birkenstock Holding PLC (NYSE:BIRK – Free Report) by 11.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,886,454 shares of the company’s stock after purchasing […]

River Road Asset Management LLC raised its stake in shares of Carlisle Companies Incorporated (NYSE:CSL – Free Report) by 28.9% during the fourth quarter, HoldingsChannel reports. The firm owned 330,729 shares of the conglomerate’s stock after purchasing an additional 74,071 shares during the quarter. Carlisle Companies makes up about 1.2% of River Road Asset Management […]