Bogart Wealth LLC raised its stake in Chubb Limited (NYSE:CB – Free Report) by 44.1% during the first quarter, Holdings Channel.com reports. The firm owned 147 shares of the financial services provider’s stock after purchasing an additional 45 shares during the quarter. Bogart Wealth LLC’s holdings in Chubb were worth $44,000 as of its most […]

DDD Partners LLC lessened its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.0% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 93,475 shares of the semiconductor manufacturer’s stock after selling 1,937 shares during the quarter. Broadcom comprises approximately […]

Equity Investment Corp decreased its position in U.S. Bancorp (NYSE:USB – Free Report) by 0.5% during the 1st quarter, Holdings Channel reports. The fund owned 2,710,898 shares of the financial services provider’s stock after selling 12,972 shares during the quarter. U.S. Bancorp makes up 2.6% of Equity Investment Corp’s portfolio, making the stock its 17th […]

Summit X LLC decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.7% 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 16,638 shares of the company’s stock after selling 813 shares during the […]

Cable Hill Partners LLC cut its holdings in shares of U.S. Bancorp (NYSE:USB – Free Report) by 18.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,265 shares of the financial services provider’s stock after selling 6,296 shares during the […]

Altman Advisors Inc. increased its position in shares of 3M Company (NYSE:MMM – Free Report) by 0.5% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund owned 16,690 shares of the conglomerate’s stock after purchasing an additional 76 shares during the quarter. Altman Advisors Inc.’s holdings […]

Summit X LLC lifted its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 86.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 27,542 shares of the biopharmaceutical company’s stock after acquiring an additional 12,786 shares during the quarter. […]

PAX Financial Group LLC reduced its holdings in Diageo plc (NYSE:DEO – Free Report) by 12.2% in the 1st quarter, Holdings Channel reports. The institutional investor owned 2,830 shares of the company’s stock after selling 392 shares during the quarter. PAX Financial Group LLC’s holdings in Diageo were worth $297,000 at the end of the […]

Future You Wealth LLC purchased a new stake in Visa Inc. (NYSE:V – Free Report) in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 671 shares of the credit-card processor’s stock, valued at approximately $235,000. A number of other large investors have […]

West Family Investments Inc. cut its holdings in 3M Company (NYSE:MMM – Free Report) by 14.5% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,677 shares of the conglomerate’s stock after selling 285 shares during the quarter. West Family Investments Inc.’s holdings […]

Guardian Wealth Advisors LLC cut its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 5.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,152 shares of the company’s stock after selling 366 shares during the period. AbbVie […]

LMG Wealth Partners LLC lessened its stake in shares of Celestica, Inc. (NYSE:CLS – Free Report) (TSE:CLS) by 1.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 31,214 shares of the technology company’s stock after selling 547 shares during the period. […]

Mechanics Financial Corp lessened its holdings in Accenture PLC (NYSE:ACN – Free Report) by 2.1% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 3,076 shares of the information technology services provider’s stock after selling 65 shares during the period. Mechanics Financial Corp’s holdings in […]

BIP Wealth LLC decreased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,508 shares of the company’s stock after selling 151 shares during the period. BIP […]

Mechanics Financial Corp reduced its holdings in shares of Medtronic PLC (NYSE:MDT – Free Report) by 4.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,846 shares of the medical technology company’s stock after selling 200 shares during the period. Mechanics Financial Corp’s […]

LMG Wealth Partners LLC boosted its position in Chubb Limited (NYSE:CB – Free Report) by 14.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,858 shares of the financial services provider’s stock after purchasing an additional 1,701 shares during the period. […]

Cable Hill Partners LLC raised its position in Accenture PLC (NYSE:ACN – Free Report) by 4.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,605 shares of the information technology services provider’s stock after acquiring an additional 62 shares during […]

Summit X LLC lifted its position in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 3.8% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,633 shares of the entertainment giant’s stock after purchasing an additional 494 shares during the quarter. […]

Wealthfront Advisers LLC grew its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 25.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 312,513 shares of the financial services provider’s stock after acquiring an additional 64,134 […]

LMG Wealth Partners LLC lowered its position in Cardinal Health, Inc. (NYSE:CAH – Free Report) by 15.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 76,958 shares of the company’s stock after selling 13,849 shares during the period. Cardinal Health comprises approximately 2.4% of […]

Summit X LLC trimmed its position in Chevron Corporation (NYSE:CVX – Free Report) by 10.3% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,381 shares of the oil and gas company’s stock after selling 729 shares during the period. […]

LMG Wealth Partners LLC increased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 4.4% during the first quarter, HoldingsChannel.com reports. The firm owned 6,116 shares of the CRM provider’s stock after acquiring an additional 255 shares during the quarter. LMG Wealth Partners LLC’s holdings in Salesforce were worth $1,641,000 as of its most […]

Altman Advisors Inc. boosted its position in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.5% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,045 shares of the credit services provider’s stock after acquiring an additional 58 shares during the period. Altman […]

Bridgewater Advisors Inc. bought a new stake in Citigroup Inc. (NYSE:C – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 6,980 shares of the company’s stock, valued at approximately $481,000. A number of other institutional investors and […]

Bryn Mawr Capital Management LLC trimmed its holdings in Cencora, Inc. (NYSE:COR – Free Report) by 3.9% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,787 shares of the company’s stock after selling 193 shares during the quarter. Bryn Mawr Capital Management LLC’s […]

Pan American Silver (NYSE:PAAS – Free Report) (TSE:PAAS) had its target price upped by CIBC from $39.00 to $46.00 in a report issued on Tuesday morning,Benzinga reports. CIBC currently has an outperformer rating on the basic materials company’s stock. Several other research firms also recently weighed in on PAAS. Wall Street Zen upgraded Pan American […]

DDD Partners LLC cut its holdings in Chubb Limited (NYSE:CB – Free Report) by 3.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 81,418 shares of the financial services provider’s stock after selling 2,903 shares during the period. Chubb makes up […]

Summit X LLC raised its holdings in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 93.5% during the 1st quarter, Holdings Channel.com reports. The firm owned 19,677 shares of the transportation company’s stock after acquiring an additional 9,509 shares during the quarter. Summit X LLC’s holdings in United Parcel Service were worth […]

FWG Holdings LLC decreased its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.4% during the 1st quarter, HoldingsChannel.com reports. The firm owned 4,645 shares of the semiconductor manufacturer’s stock after selling 116 shares during the period. FWG Holdings LLC’s holdings in Broadcom were worth $778,000 as of its most recent SEC filing. A […]

Equity Investment Corp reduced its position in Kenvue Inc. (NYSE:KVUE – Free Report) by 13.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,523,915 shares of the company’s stock after selling 893,724 shares during the quarter. Kenvue makes up about 3.0% of Equity […]

Equity Investment Corp lowered its position in shares of National Fuel Gas Company (NYSE:NFG – Free Report) by 5.4% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 1,166,937 shares of the oil and gas producer’s stock after selling 67,053 shares during the quarter. National Fuel Gas comprises about 2.1% of Equity Investment Corp’s […]

Parcion Private Wealth LLC lifted its holdings in shares of U.S. Bancorp (NYSE:USB – Free Report) by 1.5% in the first quarter, according to its most recent filing with the SEC. The firm owned 53,757 shares of the financial services provider’s stock after acquiring an additional 793 shares during the period. Parcion Private Wealth LLC’s […]

Cullen Frost Bankers Inc. grew its stake in shares of Medtronic PLC (NYSE:MDT – Free Report) by 2.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 284,261 shares of the medical technology company’s stock after acquiring an additional […]

Parcion Private Wealth LLC boosted its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 108.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,341 shares of the company’s stock after buying an additional 2,257 shares during the quarter. Parcion Private […]

Mechanics Financial Corp boosted its position in Altria Group, Inc. (NYSE:MO – Free Report) by 9.1% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,788 shares of the company’s stock after purchasing an additional 398 shares during the quarter. Mechanics Financial […]

Parcion Private Wealth LLC reduced its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 33.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 62,990 shares of the semiconductor manufacturer’s stock after selling 31,238 shares during the period. Broadcom accounts for […]

Cable Hill Partners LLC boosted its stake in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 3.7% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 42,746 shares of the footwear maker’s stock after acquiring an additional 1,516 shares during the period. NIKE comprises about 0.3% of […]

FWG Holdings LLC boosted its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 18.3% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 173,526 shares of the company’s stock after buying an additional 26,839 shares during the period. Vanguard Value […]

Mechanics Financial Corp lessened its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 4.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,128 shares of the electric vehicle producer’s stock after selling 240 shares during the period. […]

Altman Advisors Inc. raised its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 155.0% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,721 shares of the company’s stock after buying an additional 1,046 shares during the quarter. Altman […]

SeaBridge Investment Advisors LLC trimmed its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 4.4% in the first quarter, HoldingsChannel.com reports. The firm owned 27,159 shares of the semiconductor manufacturer’s stock after selling 1,257 shares during the quarter. Broadcom comprises approximately 1.0% of SeaBridge Investment Advisors LLC’s investment portfolio, making the stock its 29th […]

Bryn Mawr Capital Management LLC grew its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 10.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,883 shares of the company’s stock after buying an additional 729 shares during the […]

Cable Hill Partners LLC raised its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 1.6% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,237 shares of the semiconductor manufacturer’s stock after acquiring an additional 291 shares during the quarter. […]

Sage Mountain Advisors LLC lessened its holdings in shares of Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 15.1% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 2,220 shares of the semiconductor company’s stock after selling 394 shares during the quarter. Sage Mountain […]

Guardian Wealth Advisors LLC lessened its holdings in shares of Medtronic PLC (NYSE:MDT – Free Report) by 9.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,825 shares of the medical technology company’s stock after selling 395 shares during the quarter. Guardian […]

Wealthgarden F.S. LLC boosted its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 6.8% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 692 shares of the home improvement retailer’s stock after purchasing an additional 44 shares during the quarter. Wealthgarden […]

Cullen Frost Bankers Inc. cut its position in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 1.6% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 82,814 shares of the software maker’s stock after selling 1,354 shares during the period. […]

Triasima Portfolio Management inc. bought a new position in shares of Crh Plc (NYSE:CRH – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 24,960 shares of the construction company’s stock, valued at approximately $2,196,000. A number of other hedge funds […]

Bleakley Financial Group LLC raised its holdings in shares of U.S. Bancorp (NYSE:USB – Free Report) by 5.7% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,646 shares of the financial services provider’s stock after acquiring an additional 2,562 shares during […]

Sage Mountain Advisors LLC increased its stake in Stryker Corporation (NYSE:SYK – Free Report) by 3.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,740 shares of the medical technology company’s stock after buying an additional 52 shares during the period. Sage Mountain […]