CNB Bank trimmed its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 6.6% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 40,674 shares of the biopharmaceutical company’s stock after selling 2,870 shares during the quarter. CNB Bank’s holdings in Pfizer were worth $1,031,000 […]

CNB Bank reduced its position in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 3.7% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,159 shares of the software company’s stock after selling 84 shares during the period. CNB […]

CNB Bank boosted its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 11.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 4,221 shares of the conglomerate’s stock after purchasing an additional 444 shares during the period. CNB Bank’s holdings in Danaher were worth $865,000 as of its most recent SEC filing. […]

CNB Bank reduced its holdings in Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 672 shares of the exchange traded fund’s stock after selling 35 shares during the quarter. CNB Bank’s holdings in […]

Park Place Capital Corp trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 17.1% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 9,300 shares of the company’s stock after selling 1,914 shares during the period. Park Place Capital Corp’s holdings in AbbVie […]

Hikari Power Ltd lessened its position in 3M Company (NYSE:MMM – Free Report) by 62.5% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 7,040 shares of the conglomerate’s stock after selling 11,750 shares during the period. Hikari Power Ltd’s holdings in […]

Quilter Plc reduced its position in ConocoPhillips (NYSE:COP – Free Report) by 12.8% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 22,129 shares of the energy producer’s stock after selling 3,240 shares during the period. Quilter Plc’s holdings in ConocoPhillips were worth $2,324,000 as of its […]

Trust Co. of Vermont cut its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.0% during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 162,796 shares of the company’s stock after selling 6,787 shares during the quarter. AbbVie comprises 1.7% of […]

Canvas Wealth Advisors LLC boosted its holdings in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 121.7% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 49,168 shares of the footwear maker’s stock after purchasing an additional 26,986 shares during the quarter. Canvas Wealth Advisors LLC’s holdings in NIKE were worth $3,121,000 as […]

Alta Wealth Advisors LLC grew its stake in Morgan Stanley (NYSE:MS – Free Report) by 10.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,299 shares of the financial services provider’s stock after acquiring an additional 226 shares during the quarter. Alta Wealth […]

CNB Bank lowered its position in shares of Lockheed Martin Corporation (NYSE:LMT – Free Report) by 22.5% in the 1st quarter, Holdings Channel reports. The fund owned 1,588 shares of the aerospace company’s stock after selling 462 shares during the period. CNB Bank’s holdings in Lockheed Martin were worth $709,000 as of its most recent […]

Quilter Plc decreased its holdings in Union Pacific Corporation (NYSE:UNP – Free Report) by 3.1% during the 1st quarter, HoldingsChannel reports. The institutional investor owned 162,230 shares of the railroad operator’s stock after selling 5,162 shares during the quarter. Quilter Plc’s holdings in Union Pacific were worth $38,325,000 at the end of the most recent […]

CNB Bank decreased its position in Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 23.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,847 shares of the home improvement retailer’s stock after selling 557 shares during the quarter. CNB Bank’s […]

CNB Bank decreased its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 16.5% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,806 shares of the information services provider’s stock after selling 4,509 shares during the period. Alphabet accounts for […]

Money Concepts Capital Corp decreased its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 6.1% in the 1st quarter, Holdings Channel reports. The firm owned 40,062 shares of the company’s stock after selling 2,599 shares during the quarter. Money Concepts Capital Corp’s holdings in AbbVie were worth $8,394,000 as of its most […]

Transcend Capital Advisors LLC decreased its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 18.6% in the 1st quarter, Holdings Channel reports. The firm owned 123,586 shares of the biopharmaceutical company’s stock after selling 28,283 shares during the quarter. Transcend Capital Advisors LLC’s holdings in Pfizer were worth $3,132,000 at the end of the […]

Sabal Trust CO lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 27.0% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 7,171 shares of the network equipment provider’s stock after selling 2,648 shares during the quarter. Sabal Trust CO’s holdings in […]

CNB Bank cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 0.7% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 25,419 shares of the network equipment provider’s stock after selling 191 shares during the quarter. CNB Bank’s holdings in Cisco Systems were worth $1,569,000 at the end of the […]

Trust Co. of Vermont boosted its holdings in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 6.0% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 46,655 shares of the CRM provider’s stock after purchasing an additional 2,647 shares during the period. Trust […]

Quilter Plc decreased its stake in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 3.1% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 414,882 shares of the Wireless communications provider’s stock after selling 13,091 shares during the period. T-Mobile US accounts for about 2.3% of Quilter Plc’s investment portfolio, making the […]

CNB Bank cut its holdings in Verizon Communications Inc. (NYSE:VZ – Free Report) by 29.5% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 8,043 shares of the cell phone carrier’s stock after selling 3,361 shares during the period. CNB Bank’s […]

PDS Planning Inc raised its holdings in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 5.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 1,643 shares of the company’s stock after purchasing an additional 79 shares during the period. […]

Stone Summit Wealth LLC increased its holdings in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 0.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 11,512 shares of the basic materials company’s stock after buying an additional 87 shares […]

Diversified Trust Co boosted its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 38.2% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 10,542 shares of the industrial products company’s stock after acquiring an additional 2,915 shares during the period. Diversified Trust Co’s holdings in Caterpillar were […]

Etesian Wealth Advisors Inc. lessened its stake in Adobe Inc. (NASDAQ:ADBE – Free Report) by 4.9% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,174 shares of the software company’s stock after selling 61 shares during the quarter. Etesian Wealth […]

First Merchants Corp cut its holdings in shares of Lowe’s Companies, Inc. (NYSE:LOW – Free Report) by 0.3% in the first quarter, HoldingsChannel.com reports. The firm owned 67,230 shares of the home improvement retailer’s stock after selling 173 shares during the quarter. First Merchants Corp’s holdings in Lowe’s Companies were worth $15,680,000 at the end […]

Western Wealth Management LLC increased its holdings in shares of RTX Corporation (NYSE:RTX – Free Report) by 4.3% in the 1st quarter, HoldingsChannel.com reports. The firm owned 13,092 shares of the company’s stock after acquiring an additional 535 shares during the period. Western Wealth Management LLC’s holdings in RTX were worth $1,734,000 at the end […]

Money Concepts Capital Corp decreased its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.7% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 26,883 shares of the company’s stock after selling 1,924 shares during the period. Money Concepts Capital Corp’s […]

Sequoia Financial Advisors LLC grew its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 10.0% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 76,573 shares of the company’s stock after purchasing an additional 6,978 shares during the quarter. […]

PDS Planning Inc boosted its holdings in Stryker Corporation (NYSE:SYK – Free Report) by 13.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,772 shares of the medical technology company’s stock after purchasing an additional 210 shares during the period. PDS Planning […]

Alta Wealth Advisors LLC decreased its stake in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 16.1% during the 1st quarter, Holdings Channel.com reports. The firm owned 11,678 shares of the utilities provider’s stock after selling 2,247 shares during the period. Alta Wealth Advisors LLC’s holdings in NextEra Energy were worth $828,000 as […]

First Merchants Corp grew its stake in ServiceNow, Inc. (NYSE:NOW – Free Report) by 0.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 11,233 shares of the information technology services provider’s stock after acquiring an additional 98 shares during […]

Pure Financial Advisors LLC lifted its position in Salesforce Inc. (NYSE:CRM – Free Report) by 33.9% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,833 shares of the CRM provider’s stock after acquiring an additional 464 shares during the period. Pure Financial Advisors LLC’s holdings in Salesforce were worth $492,000 as of […]

Primoris Wealth Advisors LLC lessened its holdings in McDonald’s Corporation (NYSE:MCD – Free Report) by 19.3% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 1,614 shares of the fast-food giant’s stock after selling 387 shares during the period. Primoris Wealth Advisors LLC’s holdings in McDonald’s were worth $504,000 as of its most […]

Tepp RIA LLC raised its position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 509.5% in the 1st quarter, Holdings Channel reports. The firm owned 19,107 shares of the exchange traded fund’s stock after acquiring an additional 15,972 shares during the period. SPDR Gold Shares accounts for approximately 7.5% of Tepp RIA […]

Transcend Capital Advisors LLC cut its position in Morgan Stanley (NYSE:MS – Free Report) by 4.6% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 24,087 shares of the financial services provider’s stock after selling 1,159 shares during the period. Transcend Capital Advisors LLC’s holdings in Morgan Stanley […]

Intelligent Financial Strategies purchased a new position in shares of 3M Company (NYSE:MMM – Free Report) during the first quarter, HoldingsChannel.com reports. The fund purchased 287 shares of the conglomerate’s stock, valued at approximately $42,000. Several other institutional investors have also modified their holdings of the business. Parkside Financial Bank & Trust increased its position […]

Park Place Capital Corp reduced its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 9.6% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 488 shares of the Internet television network’s stock after selling 52 shares during […]

Victrix Investment Advisors boosted its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 53.3% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,829 shares of the company’s stock after buying an additional 3,068 shares during the quarter. Victrix […]

Perigon Wealth Management LLC increased its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 6.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,181 shares of the software company’s stock after purchasing an additional 680 shares […]

TFC Financial Management Inc. trimmed its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 26.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,798 shares of the biopharmaceutical company’s stock after selling 1,682 shares during the quarter. TFC Financial Management Inc.’s holdings […]

Holistic Planning LLC lifted its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 4.3% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 822 shares of the home improvement retailer’s stock after purchasing an additional 34 shares during the period. Holistic Planning LLC’s […]

Philip James Wealth Mangement LLC reduced its position in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 2.3% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 221,065 shares of the company’s stock after selling 5,152 shares during the period. Altria Group […]

HighMark Wealth Management LLC grew its holdings in shares of Target Corporation (NYSE:TGT – Free Report) by 69.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 611 shares of the retailer’s stock after buying an additional 250 shares during the quarter. […]

Stone Summit Wealth LLC raised its holdings in shares of Medtronic PLC (NYSE:MDT – Free Report) by 17.2% during the first quarter, Holdings Channel.com reports. The fund owned 17,599 shares of the medical technology company’s stock after buying an additional 2,580 shares during the period. Stone Summit Wealth LLC’s holdings in Medtronic were worth $1,581,000 […]

PDS Planning Inc grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 14.8% during the 1st quarter, Holdings Channel.com reports. The firm owned 5,076 shares of the semiconductor manufacturer’s stock after acquiring an additional 656 shares during the period. PDS Planning Inc’s holdings in Micron Technology were worth $441,000 at […]

Victrix Investment Advisors boosted its holdings in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 61.3% during the first quarter, Holdings Channel.com reports. The firm owned 21,386 shares of the utilities provider’s stock after acquiring an additional 8,129 shares during the quarter. Victrix Investment Advisors’ holdings in NextEra Energy were worth $1,443,000 as of its […]

Legacy CG LLC lifted its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 18.7% during the first quarter, Holdings Channel.com reports. The firm owned 838 shares of the business services provider’s stock after acquiring an additional 132 shares during the period. Legacy CG LLC’s holdings in Booking were worth $3,861,000 as […]

Perpetual Ltd grew its holdings in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 3.7% during the first quarter, HoldingsChannel.com reports. The firm owned 68,338 shares of the business services provider’s stock after acquiring an additional 2,428 shares during the quarter. Perpetual Ltd’s holdings in Waste Management were worth $15,821,000 as of its […]

Lafayette Investments Inc. lifted its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 8.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 47,805 shares of the company’s stock after purchasing an additional 3,638 shares during the quarter. PepsiCo accounts for 1.5% […]