eCIO Inc. acquired a new stake in shares of Accenture PLC (NYSE:ACN – Free Report) during the 1st quarter, according to its most recent 13F filing with the SEC. The firm acquired 630 shares of the information technology services provider’s stock, valued at approximately $197,000. Other institutional investors have also recently made changes to their […]

eCIO Inc. bought a new stake in shares of Trex Company, Inc. (NYSE:TREX – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,330 shares of the construction company’s stock, valued at approximately $77,000. Other institutional investors and hedge funds also recently modified […]

Inspire Investing LLC raised its position in shares of KB Home (NYSE:KBH – Free Report) by 35.4% in the first quarter, Holdings Channel.com reports. The institutional investor owned 43,496 shares of the construction company’s stock after buying an additional 11,374 shares during the period. Inspire Investing LLC’s holdings in KB Home were worth $2,528,000 at […]

Swedbank AB boosted its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 10.9% in the 1st quarter, Holdings Channel reports. The firm owned 1,081,877 shares of the home improvement retailer’s stock after purchasing an additional 106,722 shares during the period. Swedbank AB’s holdings in Home Depot were worth $396,497,000 at the end […]

Inspire Investing LLC reduced its holdings in shares of NRG Energy, Inc. (NYSE:NRG – Free Report) by 12.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 30,639 shares of the utilities provider’s stock after selling 4,543 shares during the quarter. Inspire Investing […]

Inspire Investing LLC lowered its holdings in CoStar Group, Inc. (NASDAQ:CSGP – Free Report) by 19.0% in the 1st quarter, Holdings Channel.com reports. The fund owned 42,375 shares of the technology company’s stock after selling 9,920 shares during the quarter. Inspire Investing LLC’s holdings in CoStar Group were worth $3,357,000 at the end of the […]

Belpointe Asset Management LLC raised its position in shares of Aon plc (NYSE:AON – Free Report) by 291.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,779 shares of the financial services provider’s stock after purchasing an additional 2,813 shares during […]

Optima Capital LLC lifted its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 18.6% in the first quarter, HoldingsChannel reports. The firm owned 1,843 shares of the aircraft producer’s stock after acquiring an additional 289 shares during the period. Optima Capital LLC’s holdings in Boeing were worth $314,000 at the end […]

eCIO Inc. acquired a new position in Eli Lilly and Company (NYSE:LLY – Free Report) during the 1st quarter, HoldingsChannel.com reports. The fund acquired 886 shares of the company’s stock, valued at approximately $732,000. Several other hedge funds and other institutional investors have also bought and sold shares of LLY. WestEnd Advisors LLC increased its […]

1248 Management LLC trimmed its holdings in Arista Networks, Inc. (NYSE:ANET – Free Report) by 37.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 10,438 shares of the technology company’s stock after selling 6,322 shares during the period. 1248 Management LLC’s […]

Inspire Investing LLC lifted its position in shares of Veeva Systems Inc. (NYSE:VEEV – Free Report) by 47.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 28,703 shares of the technology company’s stock after acquiring an additional 9,268 shares […]

1248 Management LLC cut its holdings in shares of The TJX Companies, Inc. (NYSE:TJX – Free Report) by 12.4% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 7,185 shares of the apparel and home fashions retailer’s stock after selling 1,017 […]

eCIO Inc. acquired a new position in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) during the first quarter, HoldingsChannel reports. The fund acquired 3,699 shares of the utilities provider’s stock, valued at approximately $262,000. A number of other institutional investors also recently modified their holdings of the stock. Tradition Wealth Management LLC grew […]

Strs Ohio purchased a new stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 169,000 shares of the energy company’s stock, valued at approximately $39,107,000. Strs Ohio owned approximately 0.08% of Cheniere […]

Jacobi Capital Management LLC reduced its holdings in shares of The Boeing Company (NYSE:BA – Free Report) by 8.8% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,298 shares of the aircraft producer’s stock after selling 999 shares during the quarter. Jacobi […]

Cim LLC lessened its stake in American States Water Company (NYSE:AWR – Free Report) by 3.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,210 shares of the utilities provider’s stock after selling 195 shares during the period. Cim LLC’s […]

Inspire Investing LLC lifted its stake in shares of Verisk Analytics, Inc. (NASDAQ:VRSK – Free Report) by 0.5% during the first quarter, HoldingsChannel reports. The firm owned 13,428 shares of the business services provider’s stock after acquiring an additional 70 shares during the quarter. Inspire Investing LLC’s holdings in Verisk Analytics were worth $3,996,000 as […]

Kondo Wealth Advisors Inc. boosted its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 4.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,024 shares of the information services provider’s stock after acquiring an additional 82 […]

Osterweis Capital Management Inc. grew its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 0.4% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 43,151 shares of the software maker’s stock after acquiring an additional 174 shares during the quarter. […]

Cim Investment Management Inc. lifted its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 59.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,603 shares of the information technology services provider’s stock after acquiring an additional 1,714 shares during the […]

Voya Investment Management LLC lessened its stake in shares of Linde PLC (NASDAQ:LIN – Free Report) by 2.7% during the first quarter, Holdings Channel.com reports. The fund owned 541,074 shares of the basic materials company’s stock after selling 14,767 shares during the period. Voya Investment Management LLC’s holdings in Linde were worth $251,939,000 at the […]

1248 Management LLC lowered its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 1.7% during the 1st quarter, Holdings Channel reports. The firm owned 9,485 shares of the exchange traded fund’s stock after selling 160 shares during the quarter. Invesco QQQ makes up about 1.8% of 1248 Management LLC’s holdings, making the stock its […]

Bontempo Ohly Capital Mgmt LLC reduced its stake in shares of Paychex, Inc. (NASDAQ:PAYX – Free Report) by 5.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 31,474 shares of the business services provider’s stock after selling 1,976 shares during […]

eCIO Inc. bought a new position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund bought 644 shares of the home improvement retailer’s stock, valued at approximately $236,000. A number of other institutional investors have also […]

Jacobi Capital Management LLC increased its stake in Blackstone Inc. (NYSE:BX – Free Report) by 4.8% in the first quarter, Holdings Channel.com reports. The institutional investor owned 9,487 shares of the asset manager’s stock after purchasing an additional 437 shares during the quarter. Jacobi Capital Management LLC’s holdings in Blackstone were worth $1,326,000 as of […]

Ellsworth Advisors LLC increased its holdings in shares of ReposiTrak Inc. (NYSE:TRAK – Free Report) by 10.6% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 31,289 shares of the company’s stock after acquiring an additional 2,997 shares during the period. Ellsworth Advisors LLC’s […]

Inspire Investing LLC raised its holdings in shares of D.R. Horton, Inc. (NYSE:DHI – Free Report) by 787.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,384 shares of the construction company’s stock after purchasing an additional 18,086 shares during the quarter. […]

Optima Capital LLC reduced its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 26.8% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,730 shares of the home improvement retailer’s stock after selling 635 shares during the period. Optima Capital LLC’s […]

Ellsworth Advisors LLC increased its stake in shares of Enovis Corporation (NYSE:ENOV – Free Report) by 24.6% during the first quarter, Holdings Channel.com reports. The institutional investor owned 18,543 shares of the company’s stock after buying an additional 3,660 shares during the quarter. Ellsworth Advisors LLC’s holdings in Enovis were worth $709,000 as of its […]

BROOKFIELD Corp ON lessened its holdings in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 7.4% in the 1st quarter, HoldingsChannel reports. The firm owned 728,028 shares of the utilities provider’s stock after selling 57,873 shares during the quarter. Duke Energy makes up approximately 0.5% of BROOKFIELD Corp ON’s holdings, making the stock […]

eCIO Inc. bought a new stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) during the 1st quarter, Holdings Channel reports. The institutional investor bought 1,223 shares of the exchange traded fund’s stock, valued at approximately $111,000. Several other institutional investors have also added to or reduced their stakes in the business. […]

Intech Investment Management LLC raised its stake in Mattel, Inc. (NASDAQ:MAT – Free Report) by 511.7% during the first quarter, HoldingsChannel reports. The institutional investor owned 418,810 shares of the company’s stock after purchasing an additional 350,346 shares during the quarter. Intech Investment Management LLC’s holdings in Mattel were worth $8,137,000 at the end of […]

Cim LLC lifted its position in shares of Spotify Technology (NYSE:SPOT – Free Report) by 404.9% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 22,353 shares of the company’s stock after buying an additional 17,926 shares during the quarter. Spotify Technology comprises 1.8% of Cim LLC’s […]

Maple Capital Management Inc. raised its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 78,605 shares of the credit services provider’s stock after acquiring an additional 1,265 […]

SCS Capital Management LLC acquired a new position in shares of Amphenol Corporation (NYSE:APH – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,550 shares of the electronics maker’s stock, valued at approximately $364,000. Several other […]

Ellsworth Advisors LLC acquired a new position in Alico, Inc. (NASDAQ:ALCO – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 22,028 shares of the company’s stock, valued at approximately $657,000. Ellsworth Advisors LLC owned approximately 0.29% […]

Addison Capital Co lowered its stake in Verizon Communications Inc. (NYSE:VZ – Free Report) by 8.2% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 6,527 shares of the cell phone carrier’s stock after selling 580 shares during the quarter. Addison Capital Co’s holdings […]

SageView Advisory Group LLC raised its position in shares of The Boeing Company (NYSE:BA – Free Report) by 13.2% in the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,448 shares of the aircraft producer’s stock after purchasing an additional 401 shares […]

Rhumbline Advisers decreased its position in Liberty Energy Inc. (NYSE:LBRT – Free Report) by 2.5% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 469,811 shares of the company’s stock after selling 12,101 shares during the quarter. Rhumbline Advisers owned 0.29% of Liberty Energy […]

Inspire Investing LLC trimmed its stake in shares of Chemed Corporation (NYSE:CHE – Free Report) by 31.4% during the first quarter, Holdings Channel.com reports. The firm owned 3,721 shares of the company’s stock after selling 1,700 shares during the period. Inspire Investing LLC’s holdings in Chemed were worth $2,290,000 at the end of the most […]

Swedbank AB boosted its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 10.3% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,255,839 shares of the company’s stock after purchasing an additional 116,905 shares during the period. Eli Lilly and Company […]

Belpointe Asset Management LLC purchased a new stake in Autodesk, Inc. (NASDAQ:ADSK – Free Report) during the first quarter, Holdings Channel reports. The institutional investor purchased 3,721 shares of the software company’s stock, valued at approximately $974,000. Other hedge funds and other institutional investors have also made changes to their positions in the company. Spire […]

Strs Ohio bought a new position in Federal Realty Investment Trust (NYSE:FRT – Free Report) in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 328,981 shares of the real estate investment trust’s stock, valued at approximately $32,181,000. Other hedge funds and other institutional investors also […]

Belpointe Asset Management LLC grew its stake in General Mills, Inc. (NYSE:GIS – Free Report) by 8.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 18,080 shares of the company’s stock after acquiring an additional 1,429 shares during the quarter. Belpointe Asset Management […]

Voya Investment Management LLC decreased its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 10.5% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 972,327 shares of the home improvement retailer’s stock after selling 114,660 shares during the quarter. Voya Investment Management […]

Inspire Investing LLC bought a new position in shares of The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 17,040 shares of the company’s stock, valued at approximately $2,205,000. Other large investors […]

Mattson Financial Services LLC cut its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 7.7% during the 1st quarter, Holdings Channel.com reports. The firm owned 5,727 shares of the enterprise software provider’s stock after selling 478 shares during the quarter. Mattson Financial Services LLC’s holdings in Oracle were worth $801,000 as of […]

Integrity Wealth Advisors Inc. lessened its stake in The Walt Disney Company (NYSE:DIS – Free Report) by 3.1% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,665 shares of the entertainment giant’s stock after selling 248 shares during the quarter. Walt Disney […]

AG2R LA Mondiale Gestion D Actifs acquired a new stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 215,138 shares of the information services provider’s stock, valued at approximately $36,948,000. Alphabet comprises about 2.1% of […]

Strs Ohio bought a new position in shares of Intercontinental Exchange Inc. (NYSE:ICE – Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 204,686 shares of the financial services provider’s stock, valued at approximately $35,308,000. Other institutional […]