Parthenon LLC lessened its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.4% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 100,385 shares of the company’s stock after selling 388 shares during the quarter. PepsiCo comprises about 1.9% of Parthenon […]

Mayar Capital Ltd. lessened its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 52.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 33,130 shares of the information services provider’s stock after selling 36,000 shares during the quarter. Alphabet accounts for about 9.2% […]

BIP Wealth LLC trimmed its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 1.6% during the first quarter, Holdings Channel.com reports. The fund owned 7,675 shares of the enterprise software provider’s stock after selling 126 shares during the quarter. BIP Wealth LLC’s holdings in Oracle were worth $1,073,000 as of its most […]

Signaturefd LLC raised its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 11.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 89,077 shares of the biopharmaceutical company’s stock after buying an additional 9,454 shares […]

PAX Financial Group LLC trimmed its position in shares of Accenture PLC (NYSE:ACN – Free Report) by 1.4% during the first quarter, Holdings Channel reports. The firm owned 3,863 shares of the information technology services provider’s stock after selling 53 shares during the quarter. PAX Financial Group LLC’s holdings in Accenture were worth $1,205,000 at […]

BIP Wealth LLC trimmed its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.2% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,539 shares of the exchange traded fund’s stock after selling 110 shares during the period. BIP Wealth LLC’s […]

Whittier Trust Co. trimmed its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 2.5% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 71,462 shares of the fast-food giant’s stock after selling 1,813 shares during the period. Whittier Trust Co.’s holdings in McDonald’s were […]

Sage Mountain Advisors LLC lowered its stake in Accenture PLC (NYSE:ACN – Free Report) by 25.7% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,705 shares of the information technology services provider’s stock after selling 1,629 shares during the quarter. Sage Mountain Advisors […]

Ndwm LLC lessened its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 64.2% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,065 shares of the exchange traded fund’s stock after selling 3,700 shares during the quarter. Invesco QQQ makes up about 0.9% […]

Parthenon LLC lessened its position in American Express Company (NYSE:AXP) by 0.2% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 69,520 shares of the payment services company’s stock after selling 112 shares during the period. American Express accounts for 2.3% of […]

Sage Mountain Advisors LLC raised its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 8.0% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,605 shares of the medical research company’s stock after acquiring an additional 343 shares during the quarter. […]

Bogart Wealth LLC raised its stake in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 5.1% during the 1st quarter, Holdings Channel reports. The fund owned 2,856 shares of the industrial products company’s stock after acquiring an additional 139 shares during the period. Bogart Wealth LLC’s holdings in Eaton were worth $776,000 as of its […]

Tectonic Advisors LLC raised its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.0% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 53,654 shares of the semiconductor manufacturer’s stock after buying an additional 1,562 shares during the period. Tectonic Advisors LLC’s holdings in Broadcom were worth $8,983,000 at the end of […]

PAX Financial Group LLC raised its position in shares of Walmart Inc. (NYSE:WMT – Free Report) by 1.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 8,279 shares of the retailer’s stock after purchasing an additional 110 shares during the period. PAX Financial Group LLC’s holdings in Walmart were worth $727,000 at the […]

Whittier Trust Co. lessened its holdings in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 0.2% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 32,272 shares of the credit services provider’s stock after selling 74 shares during the period. Whittier Trust […]

Sage Mountain Advisors LLC trimmed its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 19.5% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,142 shares of the home improvement retailer’s stock after selling 2,217 shares […]

Whittier Trust Co. boosted its position in Salesforce Inc. (NYSE:CRM – Free Report) by 1.3% in the first quarter, Holdings Channel.com reports. The firm owned 121,497 shares of the CRM provider’s stock after purchasing an additional 1,521 shares during the quarter. Whittier Trust Co.’s holdings in Salesforce were worth $32,603,000 at the end of the […]

Whittier Trust Co. lifted its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.7% during the 1st quarter, HoldingsChannel reports. The firm owned 1,419,344 shares of the information services provider’s stock after buying an additional 9,815 shares during the period. Alphabet comprises about 3.1% of Whittier Trust Co.’s investment portfolio, making the stock its […]

Wealthfront Advisers LLC grew its stake in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 10.6% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 527,067 shares of the semiconductor manufacturer’s stock after buying an additional 50,458 shares during the period. Wealthfront Advisers LLC’s […]

Violich Capital Management Inc. decreased its position in Accenture PLC (NYSE:ACN – Free Report) by 0.9% during the 1st quarter, Holdings Channel.com reports. The firm owned 36,552 shares of the information technology services provider’s stock after selling 325 shares during the period. Accenture comprises about 1.5% of Violich Capital Management Inc.’s portfolio, making the stock […]

Winslow Asset Management Inc. cut its position in Linde PLC (NASDAQ:LIN – Free Report) by 2.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 17,398 shares of the basic materials company’s stock after selling 482 shares during the quarter. Linde makes up approximately 1.8% […]

Wealthfront Advisers LLC grew its holdings in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 11.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 43,226 shares of the software maker’s stock after purchasing an additional 4,573 shares during the […]

Banyan Capital Management Inc. lifted its holdings in Cigna Group (NYSE:CI – Free Report) by 1.3% during the first quarter, HoldingsChannel.com reports. The firm owned 54,409 shares of the health services provider’s stock after purchasing an additional 719 shares during the period. Cigna Group accounts for 10.1% of Banyan Capital Management Inc.’s portfolio, making the […]

Leo Wealth LLC lessened its position in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 47.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,148 shares of the semiconductor manufacturer’s stock after selling 1,972 shares during the quarter. Leo Wealth LLC’s […]

Sage Mountain Advisors LLC cut its holdings in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 2.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,281 shares of the industrial products company’s stock after selling 145 shares during the quarter. Sage Mountain […]

Winslow Asset Management Inc. lessened its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 0.5% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 21,105 shares of the medical research company’s stock after selling 99 shares during the period. Winslow […]

Whittier Trust Co. of Nevada Inc. cut its position in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 8.4% in the 1st quarter, HoldingsChannel.com reports. The firm owned 92,382 shares of the company’s stock after selling 8,448 shares during the period. Whittier Trust Co. of Nevada Inc.’s holdings in PepsiCo were worth $13,852,000 at […]

Concord Asset Management LLC VA lifted its stake in Morgan Stanley (NYSE:MS – Free Report) by 105.8% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 24,432 shares of the financial services provider’s stock after buying an additional 12,560 shares during the quarter. Concord Asset […]

Dakota Wealth Management lessened its position in shares of Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 6.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 82,169 shares of the natural resource company’s stock after selling 5,987 shares during the […]

Bryn Mawr Capital Management LLC decreased its holdings in shares of RTX Corporation (NYSE:RTX – Free Report) by 4.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 139,526 shares of the company’s stock after selling 5,792 shares during the quarter. RTX […]

PAX Financial Group LLC cut its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 10.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,755 shares of the exchange traded fund’s stock after selling 201 shares during the quarter. PAX Financial Group […]

Bleakley Financial Group LLC boosted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 21.7% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 102,327 shares of the biopharmaceutical company’s stock after purchasing an additional 18,268 […]

Bridgewater Advisors Inc. acquired a new stake in shares of Salesforce Inc. (NYSE:CRM – Free Report) in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,223 shares of the CRM provider’s stock, valued at approximately $1,131,000. Other institutional investors and hedge […]

Whittier Trust Co. grew its position in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 0.5% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 574,620 shares of the apparel and home fashions retailer’s stock after buying an additional […]

Wealthfront Advisers LLC grew its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 8.0% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 48,403 shares of the software company’s stock after purchasing an additional 3,594 shares during the quarter. Wealthfront Advisers […]

SBI Securities Co. Ltd. lifted its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.2% in the first quarter, Holdings Channel.com reports. The firm owned 14,846 shares of the company’s stock after purchasing an additional 869 shares during the quarter. SBI Securities Co. Ltd.’s holdings in PepsiCo were worth $2,226,000 at the end of […]

Sage Mountain Advisors LLC increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.0% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,400 shares of the exchange traded fund’s stock after purchasing an additional 413 shares during the period. […]

Whittier Trust Co. decreased its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 0.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 60,079 shares of the retailer’s stock after selling 331 shares during the period. […]

SBI Securities Co. Ltd. cut its holdings in RTX Corporation (NYSE:RTX – Free Report) by 13.6% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 14,360 shares of the company’s stock after selling 2,252 shares during the quarter. SBI Securities Co. Ltd.’s holdings […]

Kaye Capital Management lifted its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.7% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 40,782 shares of the exchange traded fund’s stock after buying an additional 1,837 shares during the quarter. Invesco QQQ […]

Whittier Trust Co. of Nevada Inc. grew its holdings in shares of Walmart Inc. (NYSE:WMT – Free Report) by 3.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 146,584 shares of the retailer’s stock after purchasing an additional 4,748 shares […]

Sigma Planning Corp grew its position in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 10.3% in the 1st quarter, Holdings Channel reports. The firm owned 13,188 shares of the industrial products company’s stock after acquiring an additional 1,232 shares during the quarter. Sigma Planning Corp’s holdings in Eaton were worth $3,585,000 at […]

Bridgewater Advisors Inc. raised its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 7.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,470 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,138 shares during the period. […]

Bogart Wealth LLC raised its stake in Union Pacific Corporation (NYSE:UNP – Free Report) by 10.5% during the first quarter, HoldingsChannel.com reports. The fund owned 610 shares of the railroad operator’s stock after acquiring an additional 58 shares during the quarter. Bogart Wealth LLC’s holdings in Union Pacific were worth $144,000 at the end of […]

Mosaic Family Wealth Partners LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.7% in the first quarter, Holdings Channel reports. The firm owned 17,265 shares of the information services provider’s stock after selling 480 shares during the period. Mosaic Family Wealth Partners LLC’s holdings in Alphabet were worth $2,697,000 […]

Cornercap Investment Counsel Inc. lessened its stake in shares of Citigroup Inc. (NYSE:C – Free Report) by 1.2% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 31,263 shares of the company’s stock after selling 368 shares during the quarter. Citigroup comprises 1.2% of […]

Tectonic Advisors LLC cut its holdings in The Progressive Corporation (NYSE:PGR – Free Report) by 29.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 25,840 shares of the insurance provider’s stock after selling 10,844 shares during the quarter. Tectonic Advisors LLC’s holdings in […]

Sigma Planning Corp grew its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 2.8% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 31,895 shares of the company’s stock after purchasing an additional 883 shares during the quarter. Sigma Planning Corp’s […]

Grange Capital LLC cut its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 14.8% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 438 shares of the retailer’s stock after selling 76 shares during the period. Grange […]