KLCM Advisors Inc. Sells 4,085 Shares of The Boeing Company $BA
KLCM Advisors Inc. cut its position in shares of The Boeing Company (NYSE:BA – Free Report) by 2.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 153,508 shares of the aircraft producer’s stock after selling 4,085 shares during the […]
Swedbank AB Raises Stock Position in Mercury Systems Inc $MRCY
Swedbank AB raised its holdings in shares of Mercury Systems Inc (NASDAQ:MRCY – Free Report) by 44.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 55,259 shares of the technology company’s stock after acquiring an additional 16,910 shares during the quarter. […]
RTX Corporation $RTX Shares Sold by Summit Securities Group LLC
Summit Securities Group LLC cut its stake in RTX Corporation (NYSE:RTX – Free Report) by 95.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 221 shares of the company’s stock after selling 5,070 shares during the quarter. Summit Securities Group LLC’s […]
KLCM Advisors Inc. Sells 389,981 Shares of APA Corporation $APA
KLCM Advisors Inc. decreased its position in APA Corporation (NASDAQ:APA – Free Report) by 54.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 323,937 shares of the company’s stock after selling 389,981 shares during the quarter. APA accounts for 1.2% of KLCM […]
Swedbank AB Sells 105,311 Shares of The J. M. Smucker Company $SJM
Swedbank AB lowered its stake in shares of The J. M. Smucker Company (NYSE:SJM – Free Report) by 58.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 75,284 shares of the company’s stock after selling 105,311 shares during the quarter. […]
Swedbank AB Has $9.98 Million Position in Astera Labs, Inc. $ALAB
Swedbank AB grew its position in Astera Labs, Inc. (NASDAQ:ALAB – Free Report) by 16.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 91,020 shares of the company’s stock after acquiring an additional 12,880 shares during the period. Swedbank […]
WealthPLAN Partners LLC Lowers Stock Holdings in Broadcom Inc. $AVGO
WealthPLAN Partners LLC lowered its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 53.5% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,910 shares of the semiconductor manufacturer’s stock after selling 4,506 shares during the period. WealthPLAN Partners LLC’s holdings […]
Swedbank AB Has $7.90 Million Stock Holdings in Workday, Inc. $WDAY
Swedbank AB trimmed its stake in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 33.1% in the first quarter, HoldingsChannel reports. The firm owned 60,824 shares of the software maker’s stock after selling 30,160 shares during the quarter. Swedbank AB’s holdings in Workday were worth $7,902,000 as of its most recent filing with the […]
WealthShield Partners LLC Buys 4,179 Shares of GE Vernova Inc. $GEV
WealthShield Partners LLC boosted its stake in GE Vernova Inc. (NYSE:GEV – Free Report) by 693.0% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 4,782 shares of the company’s stock after buying an additional 4,179 shares during the period. WealthShield Partners LLC’s holdings […]
Dominion Energy Inc. $D Shares Sold by Sumitomo Mitsui Trust Group Inc.
Sumitomo Mitsui Trust Group Inc. lowered its stake in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 5.6% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 1,899,808 shares of the utilities provider’s stock after selling 112,238 shares during the period. Sumitomo Mitsui Trust Group […]
Sumitomo Mitsui Trust Group Inc. Sells 2,573 Shares of Datadog, Inc. $DDOG
Sumitomo Mitsui Trust Group Inc. cut its stake in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) by 0.3% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 874,097 shares of the company’s stock after selling 2,573 shares during the quarter. Sumitomo Mitsui Trust […]
KLCM Advisors Inc. Acquires Shares of 11,356 Freeport-McMoRan Inc. $FCX
KLCM Advisors Inc. acquired a new stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 11,356 shares of the natural resource company’s stock, valued at approximately $668,000. Several other large investors have also made changes to […]
Sequoia Financial Advisors LLC Sells 7,926 Shares of PepsiCo, Inc. $PEP
Sequoia Financial Advisors LLC trimmed its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 6.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 120,353 shares of the company’s stock after selling 7,926 shares during the period. Sequoia Financial Advisors […]
Waterfront Wealth Inc. Sells 168,047 Shares of Nokia Corporation $NOK
Waterfront Wealth Inc. cut its stake in Nokia Corporation (NYSE:NOK – Free Report) by 52.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 149,965 shares of the technology company’s stock after selling 168,047 shares during the quarter. Waterfront Wealth Inc.’s holdings in Nokia […]
Summit Securities Group LLC Sells 79,079 Shares of Ford Motor Company $F
Summit Securities Group LLC lessened its holdings in Ford Motor Company (NYSE:F – Free Report) by 92.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,045 shares of the auto manufacturer’s stock after selling 79,079 shares during the period. Summit Securities Group LLC’s holdings in […]
Sumitomo Mitsui Trust Group Inc. Sells 28,415 Shares of AMETEK, Inc. $AME
Sumitomo Mitsui Trust Group Inc. decreased its position in shares of AMETEK, Inc. (NYSE:AME – Free Report) by 5.4% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 498,704 shares of the technology company’s stock after selling 28,415 shares during the period. Sumitomo Mitsui […]
Independence Bank of Kentucky Acquires 3,420 Shares of MongoDB, Inc. $MDB
Independence Bank of Kentucky lifted its stake in MongoDB, Inc. (NASDAQ:MDB – Free Report) by 110.6% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,512 shares of the company’s stock after purchasing an additional 3,420 shares during the period. Independence Bank of Kentucky’s […]
WealthShield Partners LLC Decreases Position in iShares Gold Trust $IAU
WealthShield Partners LLC reduced its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 40.3% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 25,514 shares of the exchange traded fund’s stock after selling 17,191 shares during the quarter. WealthShield Partners […]
Swedbank AB Has $4.93 Million Stock Position in Qnity Electronics, Inc. $Q
Swedbank AB lowered its position in Qnity Electronics, Inc. (NYSE:Q – Free Report) by 11.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,731 shares of the premier technology solutions leader’s stock after selling 5,523 shares during the period. […]
Kornitzer Capital Management Inc. KS Lowers Position in GE Vernova Inc. $GEV
Kornitzer Capital Management Inc. KS cut its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 11.0% during the 1st quarter, HoldingsChannel reports. The firm owned 9,760 shares of the company’s stock after selling 1,211 shares during the period. Kornitzer Capital Management Inc. KS’s holdings in GE Vernova were worth $8,520,000 as […]
Palo Alto Networks, Inc. $PANW Shares Purchased by WealthShield Partners LLC
WealthShield Partners LLC raised its holdings in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 9.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 18,187 shares of the network technology company’s stock after acquiring an additional 1,559 shares during the […]
Kornitzer Capital Management Inc. KS Grows Stock Holdings in Pfizer Inc. $PFE
Kornitzer Capital Management Inc. KS lifted its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 9.3% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,357,315 shares of the biopharmaceutical company’s stock after acquiring an additional 115,759 shares during the […]
Kornitzer Capital Management Inc. KS Sells 23,811 Shares of Vistra Corp. $VST
Kornitzer Capital Management Inc. KS lowered its holdings in shares of Vistra Corp. (NYSE:VST – Free Report) by 18.7% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 103,182 shares of the company’s stock after selling 23,811 shares during the quarter. Kornitzer Capital Management […]
Sumitomo Mitsui Trust Group Inc. Sells 36,531 Shares of Electronic Arts Inc. $EA
Sumitomo Mitsui Trust Group Inc. trimmed its holdings in shares of Electronic Arts Inc. (NASDAQ:EA – Free Report) by 6.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 563,730 shares of the game software company’s stock after selling 36,531 […]
Sequoia Financial Advisors LLC Raises Position in Vanguard Growth ETF $VUG
Sequoia Financial Advisors LLC boosted its holdings in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 11.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 345,470 shares of the company’s stock after purchasing an additional 36,209 shares during the period. Vanguard Growth […]
Kornitzer Capital Management Inc. KS Grows Position in Vaalco Energy Inc $EGY
Kornitzer Capital Management Inc. KS lifted its holdings in shares of Vaalco Energy Inc (NYSE:EGY – Free Report) by 4.7% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,378,835 shares of the energy company’s stock after purchasing an additional 150,175 shares […]
Resona Asset Management Co. Ltd. Boosts Position in WEC Energy Group, Inc. $WEC
Resona Asset Management Co. Ltd. raised its holdings in shares of WEC Energy Group, Inc. (NYSE:WEC – Free Report) by 9.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 140,051 shares of the utilities provider’s stock after acquiring an additional […]
Sumitomo Mitsui Trust Group Inc. Acquires 31,098 Shares of Ciena Corporation $CIEN
Sumitomo Mitsui Trust Group Inc. raised its holdings in Ciena Corporation (NYSE:CIEN – Free Report) by 10.7% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 321,825 shares of the communications equipment provider’s stock after buying an additional 31,098 shares during the quarter. Sumitomo Mitsui […]
WealthShield Partners LLC Lowers Stock Position in NXP Semiconductors N.V. $NXPI
WealthShield Partners LLC trimmed its position in shares of NXP Semiconductors N.V. (NASDAQ:NXPI – Free Report) by 17.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,548 shares of the semiconductor provider’s stock after selling 2,853 shares during the period. […]
Sather Financial Group Inc Has $186.15 Million Stock Position in Alphabet Inc. $GOOG
Sather Financial Group Inc lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.1% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 648,906 shares of the information services provider’s stock after selling 34,696 shares during the quarter. Alphabet […]
Independence Bank of Kentucky Has $1.43 Million Stock Position in Reddit Inc. $RDDT
Independence Bank of Kentucky raised its position in Reddit Inc. (NYSE:RDDT – Free Report) by 120.0% during the first quarter, HoldingsChannel.com reports. The firm owned 10,628 shares of the company’s stock after buying an additional 5,797 shares during the quarter. Independence Bank of Kentucky’s holdings in Reddit were worth $1,431,000 as of its most recent […]
Torray Investment Partners LLC Has $21.57 Million Stock Holdings in ONEOK, Inc. $OKE
Torray Investment Partners LLC trimmed its stake in ONEOK, Inc. (NYSE:OKE – Free Report) by 8.2% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 238,682 shares of the utilities provider’s stock after selling 21,300 shares during the quarter. ONEOK makes […]
Torray Investment Partners LLC Acquires 29,245 Shares of Bloom Energy Corporation $BE
Torray Investment Partners LLC grew its holdings in Bloom Energy Corporation (NYSE:BE – Free Report) by 95.0% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 60,031 shares of the company’s stock after acquiring an additional 29,245 shares during the period. Bloom Energy […]
Sumitomo Mitsui Trust Group Inc. Sells 23,728 Shares of Keysight Technologies Inc. $KEYS
Sumitomo Mitsui Trust Group Inc. lessened its stake in Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 5.9% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 377,348 shares of the scientific and technical instruments company’s stock after selling 23,728 shares during the period. […]
Sequoia Financial Advisors LLC Has $32.49 Million Stock Position in Accenture PLC $ACN
Sequoia Financial Advisors LLC raised its stake in Accenture PLC (NYSE:ACN – Free Report) by 15.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 163,843 shares of the information technology services provider’s stock after buying an additional 22,359 shares during the quarter. […]
Sequoia Financial Advisors LLC Purchases 12,507 Shares of Waste Management, Inc. $WM
Sequoia Financial Advisors LLC increased its position in Waste Management, Inc. (NYSE:WM – Free Report) by 6.1% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 216,576 shares of the business services provider’s stock after buying an additional 12,507 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Waste Management were worth $49,767,000 […]
Manning & Napier Advisors LLC Boosts Holdings in ServiceNow, Inc. $NOW
Manning & Napier Advisors LLC increased its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 18.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 885,241 shares of the information technology services provider’s stock after acquiring an additional 138,398 shares during the […]
KLCM Advisors Inc. Trims Position in Marcus Corporation (The) $MCS
KLCM Advisors Inc. cut its holdings in shares of Marcus Corporation (The) (NYSE:MCS – Free Report) by 4.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,038,615 shares of the company’s stock after selling 47,294 shares during the quarter. Marcus comprises […]
Avantis Emerging Markets Equity ETF $AVEM Holdings Reduced by Torren Management LLC
Torren Management LLC trimmed its holdings in Avantis Emerging Markets Equity ETF (NYSEARCA:AVEM – Free Report) by 12.4% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 126,171 shares of the company’s stock after selling 17,927 shares during the quarter. Avantis Emerging Markets Equity […]
Resona Asset Management Co. Ltd. Has $11.39 Million Holdings in Coinbase Global, Inc. $COIN
Resona Asset Management Co. Ltd. lifted its holdings in Coinbase Global, Inc. (NASDAQ:COIN) by 8.6% during the first quarter, HoldingsChannel.com reports. The firm owned 66,260 shares of the cryptocurrency exchange’s stock after purchasing an additional 5,224 shares during the period. Resona Asset Management Co. Ltd.’s holdings in Coinbase Global were worth $11,395,000 as of its […]
Sumitomo Mitsui Trust Group Inc. Has $120.14 Million Position in VICI Properties Inc. $VICI
Sumitomo Mitsui Trust Group Inc. trimmed its holdings in shares of VICI Properties Inc. (NYSE:VICI – Free Report) by 1.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,397,522 shares of the company’s stock after selling 50,801 shares during the […]
WealthShield Partners LLC Sells 54,147 Shares of Schwab U.S. Large-Cap Value ETF $SCHV
WealthShield Partners LLC decreased its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 15.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 287,278 shares of the company’s stock after selling 54,147 shares during the quarter. Schwab U.S. Large-Cap Value […]
Dylan Smith Sells 17,000 Shares of BOX (NYSE:BOX) Stock
Box, Inc. (NYSE:BOX – Get Free Report) CFO Dylan Smith sold 17,000 shares of the business’s stock in a transaction dated Friday, July 10th. The shares were sold at an average price of $29.05, for a total transaction of $493,850.00. Following the transaction, the chief financial officer directly owned 1,337,075 shares of the company’s stock, […]
Bank of America Corporation $BAC Shares Sold by Manning & Napier Advisors LLC
Manning & Napier Advisors LLC lowered its holdings in Bank of America Corporation (NYSE:BAC – Free Report) by 2.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 375,943 shares of the financial services provider’s stock after selling 10,709 shares during the […]
Evommune (NYSE:EVMN) CFO Acquires 1,000 Shares of Stock
Evommune, Inc. (NYSE:EVMN – Get Free Report) CFO Kyle Carver purchased 1,000 shares of the stock in a transaction that occurred on Wednesday, July 8th. The shares were purchased at an average price of $13.26 per share, for a total transaction of $13,260.00. Following the completion of the purchase, the chief financial officer directly owned […]
Insmed (NASDAQ:INSM) CEO William Lewis Sells 10,699 Shares
Insmed, Inc. (NASDAQ:INSM – Get Free Report) CEO William Lewis sold 10,699 shares of the stock in a transaction on Thursday, July 9th. The stock was sold at an average price of $117.40, for a total value of $1,256,062.60. Following the completion of the transaction, the chief executive officer owned 259,058 shares of the company’s […]
Gloo (NASDAQ:GLOO) Director Buys 615,384 Shares of Stock
Gloo Holdings (NASDAQ:GLOO – Get Free Report) Director Derek Todd Green purchased 615,384 shares of the business’s stock in a transaction that occurred on Friday, July 10th. The stock was bought at an average cost of $3.25 per share, for a total transaction of $1,999,998.00. Following the completion of the acquisition, the director directly owned […]
Sumitomo Mitsui Trust Group Inc. Has $91.92 Million Stock Holdings in Arch Capital Group Ltd. $ACGL
Sumitomo Mitsui Trust Group Inc. decreased its position in Arch Capital Group Ltd. (NASDAQ:ACGL – Free Report) by 7.4% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 957,646 shares of the insurance provider’s stock after selling 76,188 shares during the period. Sumitomo Mitsui Trust Group Inc.’s […]
Resona Asset Management Co. Ltd. Has $13.75 Million Holdings in AvalonBay Communities, Inc. $AVB
Resona Asset Management Co. Ltd. increased its holdings in shares of AvalonBay Communities, Inc. (NYSE:AVB – Free Report) by 3.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 84,885 shares of the real estate investment trust’s stock after acquiring an additional 3,154 […]
WealthShield Partners LLC Buys 7,441 Shares of iShares Core S&P 500 ETF $IVV
WealthShield Partners LLC lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 16.0% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 53,959 shares of the company’s stock after purchasing an additional 7,441 shares during the quarter. iShares Core S&P […]
last updated on 11 Jul 20:38