Facet Wealth Inc. raised its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 8.1% in the 1st quarter, Holdings Channel reports. The institutional investor owned 1,822 shares of the credit-card processor’s stock after purchasing an additional 137 shares during the quarter. Facet Wealth Inc.’s holdings in Visa were worth $635,000 at the […]

Wincap Financial LLC trimmed its stake in Walmart Inc. (NYSE:WMT – Free Report) by 8.8% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 15,078 shares of the retailer’s stock after selling 1,447 shares during the quarter. Walmart makes up 1.3% of Wincap Financial LLC’s […]

Alteri Wealth LLC reduced its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 57.0% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,435 shares of the company’s stock after selling 1,903 shares during the quarter. Alteri Wealth LLC’s holdings […]

Sunpointe LLC grew its stake in shares of Sanofi (NASDAQ:SNY – Free Report) by 13.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,374 shares of the company’s stock after buying an additional 636 shares during the quarter. Sunpointe LLC’s holdings in […]

Nkcfo LLC purchased a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 121,000 shares of the network equipment provider’s stock, valued at approximately $7,467,000. Cisco Systems accounts for about 3.5% […]

New Republic Capital LLC increased its holdings in RTX Corporation (NYSE:RTX – Free Report) by 27.3% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 3,826 shares of the company’s stock after buying an additional 821 shares during the period. New Republic Capital LLC’s holdings in RTX were worth $507,000 as of its […]

TCW Group Inc. boosted its holdings in Corpay, Inc. (NYSE:CPAY – Free Report) by 1.6% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 19,654 shares of the company’s stock after purchasing an additional 310 shares during the quarter. TCW Group Inc.’s holdings in Corpay […]

Inspire Advisors LLC grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 11.0% in the first quarter, according to its most recent filing with the SEC. The firm owned 2,214 shares of the electric vehicle producer’s stock after acquiring an additional 219 shares during the quarter. Inspire Advisors LLC’s holdings in […]

TCW Group Inc. raised its stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 12.0% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 70,486 shares of the real estate investment trust’s stock after buying an additional 7,536 shares during the […]

Facet Wealth Inc. grew its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.7% in the first quarter, HoldingsChannel reports. The fund owned 4,910 shares of the information services provider’s stock after acquiring an additional 176 shares during the period. Facet Wealth Inc.’s holdings in Alphabet were worth $815,000 at the end of the […]

Facet Wealth Inc. lessened its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 10.0% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 1,384 shares of the CRM provider’s stock after selling 153 shares during the quarter. Facet Wealth Inc.’s holdings in Salesforce were worth $377,000 at the end of the […]

Facet Wealth Inc. trimmed its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 4.8% in the first quarter, HoldingsChannel.com reports. The fund owned 1,162 shares of the Internet television network’s stock after selling 58 shares during the period. Facet Wealth Inc.’s holdings in Netflix were worth $1,084,000 as of its most recent […]

Solidarity Wealth LLC raised its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 3.0% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 16,745 shares of the software company’s stock after acquiring an additional 491 shares during the period. Adobe makes up 1.6% of Solidarity Wealth LLC’s […]

Meridian Management Co. lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 3.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 28,850 shares of the information services provider’s stock after selling 1,007 shares during the quarter. […]

Carrera Capital Advisors boosted its stake in Visa Inc. (NYSE:V – Free Report) by 13.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,726 shares of the credit-card processor’s stock after purchasing an additional 201 shares during the quarter. Carrera […]

Facet Wealth Inc. boosted its position in Mastercard Incorporated (NYSE:MA – Free Report) by 25.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 502 shares of the credit services provider’s stock after purchasing an additional 103 shares during the quarter. Facet Wealth Inc.’s holdings […]

Sunpointe LLC trimmed its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 21.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 423 shares of the investment management company’s stock after selling 117 shares […]

Avalon Capital Management trimmed its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 91,787 shares of the information services provider’s stock after selling 8,036 shares during the period. Alphabet makes […]

Solidarity Wealth LLC lowered its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 8.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 695 shares of the information technology services provider’s stock after selling 64 shares during […]

Norden Group LLC trimmed its holdings in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 3.3% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 38,632 shares of the oil and gas company’s stock after selling 1,333 shares during the quarter. Norden Group LLC’s holdings […]

Financial Management Network Inc. lowered its stake in shares of Visa Inc. (NYSE:V – Free Report) by 4.2% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,469 shares of the credit-card processor’s stock after selling 800 shares during the quarter. Visa accounts […]

TCW Group Inc. raised its stake in RTX Corporation (NYSE:RTX – Free Report) by 6.1% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 19,761 shares of the company’s stock after buying an additional 1,135 shares during the quarter. TCW Group Inc.’s holdings in […]

Wincap Financial LLC lowered its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 9.6% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,870 shares of the semiconductor manufacturer’s stock after selling 517 shares during the quarter. Wincap Financial LLC’s holdings in […]

Foundations Investment Advisors LLC lifted its stake in shares of Visa Inc. (NYSE:V – Free Report) by 4.0% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 60,020 shares of the credit-card processor’s stock after buying an additional 2,302 shares during the quarter. Foundations […]

Atlas Legacy Advisors LLC reduced its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 24.7% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 363 shares of the Internet television network’s stock after selling 119 shares during the quarter. Atlas Legacy […]

Brio Consultants LLC lifted its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 136.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 7,847 shares of the enterprise software provider’s stock after acquiring an additional 4,529 shares during the quarter. Brio Consultants […]

Inlet Private Wealth LLC decreased its position in shares of Medtronic PLC (NYSE:MDT – Free Report) by 21.1% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,700 shares of the medical technology company’s stock after selling 3,401 shares during the period. Inlet […]

Facet Wealth Inc. lifted its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 5.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 850 shares of the information technology services provider’s stock after purchasing an additional 45 shares during the […]

Oxler Private Wealth LLC grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 5.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,422 shares of the Internet television network’s stock after acquiring an additional 72 shares during the quarter. […]

Meridian Management Co. trimmed its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 5.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,933 shares of the CRM provider’s stock after selling 1,089 shares during the period. Salesforce […]

TD Asset Management Inc lessened its holdings in shares of ConocoPhillips (NYSE:COP – Free Report) by 2.5% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 577,788 shares of the energy producer’s stock after selling 14,531 shares during the period. TD […]

AGP Franklin LLC grew its stake in Citigroup Inc. (NYSE:C – Free Report) by 4.5% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,148 shares of the company’s stock after buying an additional 1,519 shares during the quarter. Citigroup accounts for about 1.5% of […]

KFA Private Wealth Group LLC increased its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 58.7% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,173 shares of the electric vehicle producer’s stock after acquiring an additional 434 shares during the period. KFA Private […]

Lazard Freres Gestion S.A.S. lifted its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 130.6% in the first quarter, Holdings Channel reports. The institutional investor owned 44,515 shares of the CRM provider’s stock after acquiring an additional 25,215 shares during the quarter. Lazard Freres Gestion S.A.S.’s holdings in Salesforce were worth $11,946,000 […]

AGP Franklin LLC cut its holdings in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 89.5% during the 1st quarter, HoldingsChannel.com reports. The fund owned 2,500 shares of the oil and gas company’s stock after selling 21,217 shares during the period. AGP Franklin LLC’s holdings in Exxon Mobil were worth $297,000 as of its most […]

KFA Private Wealth Group LLC bought a new position in RTX Corporation (NYSE:RTX – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 1,603 shares of the company’s stock, valued at approximately $212,000. Several other hedge funds also recently […]

Nemes Rush Group LLC lowered its holdings in shares of Target Corporation (NYSE:TGT – Free Report) by 28.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,048 shares of the retailer’s stock after selling 1,238 shares during the period. Nemes Rush […]

Brio Consultants LLC acquired a new position in General Mills, Inc. (NYSE:GIS – Free Report) in the first quarter, Holdings Channel reports. The fund acquired 10,161 shares of the company’s stock, valued at approximately $608,000. A number of other large investors also recently bought and sold shares of the business. Transce3nd LLC bought a new […]

First National Advisers LLC purchased a new position in shares of Cigna Group (NYSE:CI – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 685 shares of the health services provider’s stock, valued at approximately $225,000. A […]

Oxler Private Wealth LLC trimmed its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 1.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 15,251 shares of the credit-card processor’s stock after selling 227 shares during the period. […]

one8zero8 LLC bought a new stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the first quarter, Holdings Channel.com reports. The fund bought 202 shares of the company’s stock, valued at approximately $52,000. A number of other hedge funds have also recently modified their holdings of VO. GAMMA Investing LLC grew its position in […]

Ridgewood Investments LLC reduced its holdings in shares of Newmont Corporation (NYSE:NEM – Free Report) by 51.7% in the first quarter, Holdings Channel.com reports. The fund owned 700 shares of the basic materials company’s stock after selling 750 shares during the quarter. Ridgewood Investments LLC’s holdings in Newmont were worth $34,000 at the end of […]

Inlet Private Wealth LLC cut its position in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 1.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 25,155 shares of the business services provider’s stock after selling 300 shares during the quarter. Inlet Private […]

Abbot Financial Management Inc. reduced its position in shares of FedEx Corporation (NYSE:FDX – Free Report) by 3.6% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 5,552 shares of the shipping service provider’s stock after selling 209 shares during the quarter. […]

Sunpointe LLC cut its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 8.8% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,699 shares of the technology company’s stock after selling 1,511 shares during the quarter. Sunpointe LLC’s holdings in AT&T […]

Evermay Wealth Management LLC boosted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 121.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,441 shares of the electric vehicle producer’s stock after buying an additional 1,884 shares during the quarter. Evermay […]

Ridgewood Investments LLC boosted its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 23.0% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,255 shares of the CRM provider’s stock after purchasing an additional 235 shares during the quarter. Ridgewood Investments […]

Prosperity Consulting Group LLC lowered its stake in Visa Inc. (NYSE:V – Free Report) by 2.3% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 30,231 shares of the credit-card processor’s stock after selling 699 shares during the quarter. Visa comprises […]

Empirical Finance LLC boosted its stake in shares of Vulcan Materials Company (NYSE:VMC – Free Report) by 2.5% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 4,677 shares of the construction company’s stock after purchasing an additional 116 shares during the period. Empirical Finance LLC’s holdings in […]

Oxler Private Wealth LLC lowered its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 2.1% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 4,665 shares of the railroad operator’s stock after selling 101 shares during the period. Oxler Private Wealth LLC’s holdings in Union Pacific were worth $1,102,000 at the […]