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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

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 […]

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 […]

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 […]

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. […]

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 […]

Summit X LLC lifted its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 7.7% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 6,892 shares of the exchange traded fund’s stock after purchasing an additional 491 shares during the period. Summit X LLC’s holdings in […]

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 […]

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 […]

Wealthgarden F.S. LLC decreased its holdings in iShares MBS ETF (NASDAQ:MBB – Free Report) by 2.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,298 shares of the company’s stock after selling 338 shares during the period. iShares MBS ETF accounts […]

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 […]

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 […]

Valero Energy (NYSE:VLO – Get Free Report) had its target price boosted by investment analysts at Morgan Stanley from $145.00 to $160.00 in a report released on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the oil and gas company’s stock. Morgan Stanley’s price target suggests a potential upside of 7.36% from the […]

Cable Hill Partners LLC lifted its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 13.9% in the first quarter, HoldingsChannel reports. The fund owned 3,322 shares of the home improvement retailer’s stock after acquiring an additional 406 shares during the period. Cable Hill Partners LLC’s holdings in Home Depot were […]

LMG Wealth Partners LLC acquired a new stake in Genuine Parts Company (NYSE:GPC – Free Report) in the first quarter, Holdings Channel.com reports. The firm acquired 6,875 shares of the specialty retailer’s stock, valued at approximately $819,000. A number of other large investors also recently modified their holdings of GPC. Norges Bank bought a new […]

Sage Mountain Advisors LLC increased its stake in shares of Prologis, Inc. (NYSE:PLD – Free Report) by 9.9% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 4,838 shares of the real estate investment trust’s stock after acquiring an additional 436 shares during the period. […]

Sage Mountain Advisors LLC cut its holdings in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 13.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,047 shares of the company’s stock after selling 1,233 shares during the quarter. […]

Shared Vision Wealth Group LLC lessened its position in shares of iShares MBS ETF (NASDAQ:MBB – Free Report) by 7.8% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 62,641 shares of the company’s stock after selling 5,325 shares during the period. iShares MBS ETF makes up approximately 3.2% of Shared Vision Wealth Group […]

Parcion Private Wealth LLC lowered its stake in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 4.2% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 13,487 shares of the coffee company’s stock after selling 591 shares during the quarter. Parcion Private Wealth LLC’s holdings […]

Welch & Forbes LLC raised its stake in Accenture PLC (NYSE:ACN – Free Report) by 1.1% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 122,763 shares of the information technology services provider’s stock after acquiring an additional 1,334 shares during the […]

Parcion Private Wealth LLC cut its holdings in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 89.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,032 shares of the industrial products company’s stock after selling 25,605 shares […]

Kornitzer Capital Management Inc. KS lessened its position in shares of Phillips 66 (NYSE:PSX – Free Report) by 0.5% in the first quarter, Holdings Channel.com reports. The institutional investor owned 51,402 shares of the oil and gas company’s stock after selling 274 shares during the period. Kornitzer Capital Management Inc. KS’s holdings in Phillips 66 […]

DDD Partners LLC lessened its position in Starbucks Corporation (NASDAQ:SBUX – Free Report) by 9.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 5,595 shares of the coffee company’s stock after selling 591 shares during the quarter. DDD Partners LLC’s holdings in Starbucks were […]

PAX Financial Group LLC trimmed its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 79.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 568 shares of the medical equipment provider’s stock after selling 2,131 shares during the quarter. PAX […]

Mechanics Financial Corp cut its stake in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 0.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 116,744 shares of the exchange traded fund’s stock after selling 1,003 shares during the period. […]

Strata Wealth Advisors LLC lessened its stake in Exxon Mobil Corporation (NYSE:XOM – Free Report) by 4.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,408 shares of the oil and gas company’s stock after selling 560 shares during […]

Grandfield & Dodd LLC cut its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 8.5% in the 1st quarter, Holdings Channel reports. The firm owned 2,633 shares of the electric vehicle producer’s stock after selling 244 shares during the period. Grandfield & Dodd LLC’s holdings in Tesla were worth $682,000 at the […]

Cullen Frost Bankers Inc. grew its holdings in Abbott Laboratories (NYSE:ABT – Free Report) by 0.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 169,447 shares of the healthcare product maker’s stock after acquiring an additional 1,534 shares during the period. Cullen […]

West Family Investments Inc. decreased its position in General Mills, Inc. (NYSE:GIS – Free Report) by 55.9% during the 1st quarter, Holdings Channel reports. The firm owned 3,610 shares of the company’s stock after selling 4,569 shares during the quarter. West Family Investments Inc.’s holdings in General Mills were worth $216,000 at the end of […]

Larson Financial Group LLC grew its holdings in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 144.6% in the first quarter, HoldingsChannel reports. The fund owned 8,352 shares of the wireless technology company’s stock after buying an additional 4,938 shares during the period. Larson Financial Group LLC’s holdings in QUALCOMM were worth $1,283,000 as […]

Larson Financial Group LLC increased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 9.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 16,132 shares of the company’s stock after buying an additional 1,400 shares during the period. Larson Financial Group LLC’s holdings in […]

Bridgewater Advisors Inc. bought a new position in Stryker Corporation (NYSE:SYK – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 1,838 shares of the medical technology company’s stock, valued at approximately $682,000. Several other hedge funds and […]

Theory Financial LLC trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 0.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,692 shares of the company’s stock after selling 161 shares during the quarter. Vanguard Small-Cap Value ETF makes […]

Sage Mountain Advisors LLC lowered its holdings in The Bank of New York Mellon Corporation (NYSE:BK – Free Report) by 10.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,727 shares of the bank’s stock after selling 573 shares during the […]

Cullen Frost Bankers Inc. cut its position in shares of AT&T Inc. (NYSE:T – Free Report) by 7.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 657,349 shares of the technology company’s stock after selling 53,657 shares during the quarter. Cullen Frost Bankers […]

LMG Wealth Partners LLC bought a new position in shares of Roper Technologies, Inc. (NYSE:ROP – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 4,410 shares of the industrial products company’s stock, valued at approximately $2,600,000. […]

Sage Mountain Advisors LLC grew its position in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 10.2% during the first quarter, Holdings Channel reports. The institutional investor owned 6,735 shares of the biopharmaceutical company’s stock after acquiring an additional 623 shares during the quarter. Sage Mountain Advisors LLC’s holdings in Gilead Sciences were worth $755,000 […]

James Investment Research Inc. lessened its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 0.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 359,662 shares of the exchange traded fund’s stock after selling 202 shares during the quarter. iShares Gold Trust accounts for approximately 2.7% of James Investment Research […]

Larson Financial Group LLC grew its stake in shares of Bristol Myers Squibb Company (NYSE:BMY – Free Report) by 69.8% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 29,031 shares of the biopharmaceutical company’s stock after buying an additional 11,931 shares during the quarter. […]

Stevens Capital Partners lessened its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 10.2% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 13,939 shares of the company’s stock after selling 1,582 shares during the period. […]