M3F Inc. Takes Position in Green Dot Corporation $GDOT
M3F Inc. purchased a new position in Green Dot Corporation (NYSE:GDOT – Free Report) during the first quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 748,806 shares of the financial services provider’s stock, valued at approximately $8,402,000. Green Dot makes up about 2.1% of M3F Inc.’s investment portfolio, […]
Abbott Laboratories $ABT Shares Sold by Whittier Trust Co.
Whittier Trust Co. reduced its position in Abbott Laboratories (NYSE:ABT – Free Report) by 53.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 187,804 shares of the healthcare product maker’s stock after selling 216,830 shares during the period. Whittier Trust Co.’s holdings in Abbott Laboratories were worth […]
Unum Group $UNM Shares Acquired by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd boosted its stake in Unum Group (NYSE:UNM – Free Report) by 16.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 53,908 shares of the financial services provider’s stock after purchasing an additional 7,471 shares […]
Invesco QQQ $QQQ Shares Sold by Westfuller Advisors LLC
Westfuller Advisors LLC trimmed its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 15.3% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,816 shares of the exchange traded fund’s stock after selling 869 shares during the period. Invesco QQQ accounts for about 1.2% of Westfuller […]
Blackstone Inc. $BX Shares Purchased by Whittier Trust Co.
Whittier Trust Co. raised its position in Blackstone Inc. (NYSE:BX – Free Report) by 42.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 504,190 shares of the asset manager’s stock after acquiring an additional 150,001 shares during the quarter. Whittier Trust […]
Y Intercept Hong Kong Ltd Cuts Stock Position in Amcor PLC $AMCR
Y Intercept Hong Kong Ltd lessened its holdings in shares of Amcor PLC (NYSE:AMCR – Free Report) by 88.8% during the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 114,693 shares of the company’s stock after selling 907,214 shares during the quarter. Y Intercept Hong Kong Ltd’s holdings […]
TPG Inc. $TPG Stock Position Raised by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd increased its holdings in shares of TPG Inc. (NASDAQ:TPG – Free Report) by 48.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 102,802 shares of the company’s stock after acquiring an additional 33,637 shares during the […]
RBC Bearings Incorporated $RBC Shares Sold by Whittier Trust Co.
Whittier Trust Co. lessened its holdings in shares of RBC Bearings Incorporated (NYSE:RBC – Free Report) by 4.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 57,528 shares of the industrial products company’s stock after selling 2,944 shares during the quarter. […]
Integrity Wealth Partners LLC Makes New Investment in Visa Inc. $V
Integrity Wealth Partners LLC bought a new stake in shares of Visa Inc. (NYSE:V – Free Report) during the 1st quarter, HoldingsChannel.com reports. The firm bought 2,688 shares of the credit-card processor’s stock, valued at approximately $812,000. Several other hedge funds have also recently added to or reduced their stakes in V. Clayton Financial Group […]
World Investment Advisors Acquires 13,022 Shares of Zoetis Inc. $ZTS
World Investment Advisors lifted its holdings in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 43.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,736 shares of the company’s stock after buying an additional 13,022 shares during the period. World […]
Nvest Financial LLC Boosts Holdings in iShares Europe ETF $IEV
Nvest Financial LLC raised its position in iShares Europe ETF (NYSEARCA:IEV – Free Report) by 11.2% during the 1st quarter, according to its most recent filing with the SEC. The firm owned 74,600 shares of the company’s stock after buying an additional 7,539 shares during the quarter. iShares Europe ETF comprises about 1.9% of Nvest […]
Y Intercept Hong Kong Ltd Acquires 13,105 Shares of OFG Bancorp $OFG
Y Intercept Hong Kong Ltd raised its holdings in OFG Bancorp (NYSE:OFG – Free Report) by 15.1% during the 1st quarter, HoldingsChannel.com reports. The fund owned 99,904 shares of the bank’s stock after acquiring an additional 13,105 shares during the quarter. Y Intercept Hong Kong Ltd’s holdings in OFG Bancorp were worth $4,042,000 at the […]
Boston Scientific Corporation $BSX Shares Bought by Whittier Trust Co.
Whittier Trust Co. grew its holdings in Boston Scientific Corporation (NYSE:BSX – Free Report) by 5,311.8% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 328,226 shares of the medical equipment provider’s stock after buying an additional 322,161 shares during the quarter. Whittier […]
Whittier Trust Co. Buys 20,218 Shares of HF Sinclair Corporation $DINO
Whittier Trust Co. lifted its stake in HF Sinclair Corporation (NYSE:DINO – Free Report) by 10.1% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 220,804 shares of the company’s stock after purchasing an additional 20,218 shares during the quarter. […]
World Investment Advisors Boosts Stake in Dell Technologies Inc. $DELL
World Investment Advisors raised its position in shares of Dell Technologies Inc. (NYSE:DELL – Free Report) by 103.6% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,800 shares of the technology company’s stock after buying an additional 12,621 shares during the […]
World Investment Advisors Raises Position in ASML Holding N.V. $ASML
World Investment Advisors boosted its position in ASML Holding N.V. (NASDAQ:ASML – Free Report) by 12.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,033 shares of the semiconductor company’s stock after purchasing an additional 459 shares during the period. World […]
Y Intercept Hong Kong Ltd Buys 28,745 Shares of Copa Holdings, S.A. $CPA
Y Intercept Hong Kong Ltd raised its stake in Copa Holdings, S.A. (NYSE:CPA – Free Report) by 342.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 37,147 shares of the transportation company’s stock after buying an additional 28,745 shares during […]
Whittier Trust Co. Raises Stock Position in Lumentum Holdings Inc. $LITE
Whittier Trust Co. boosted its position in shares of Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 21,806.5% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 74,044 shares of the technology company’s stock after purchasing an additional 73,706 shares during the […]
Apple Inc. $AAPL is Union Bancaire Privee UBP SA’s 4th Largest Position
Union Bancaire Privee UBP SA lessened its holdings in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 2.0% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,135,958 shares of the iPhone maker’s stock after selling 22,732 shares during the […]
Marietta Investment Partners LLC Decreases Stake in Ferrari N.V. $RACE
Marietta Investment Partners LLC lowered its position in shares of Ferrari N.V. (NYSE:RACE – Free Report) by 58.7% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,600 shares of the company’s stock after selling 9,385 shares during the quarter. Marietta […]
Carrier Global Corporation $CARR Shares Sold by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd cut its holdings in shares of Carrier Global Corporation (NYSE:CARR – Free Report) by 27.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 76,535 shares of the company’s stock after selling 28,786 shares during the period. […]
Hsbc Holdings PLC Increases Position in Plains GP Holdings, L.P. $PAGP
Hsbc Holdings PLC increased its holdings in Plains GP Holdings, L.P. (NYSE:PAGP – Free Report) by 3.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 2,764,847 shares of the pipeline company’s stock after buying an additional 99,655 shares during the period. Hsbc Holdings PLC’s holdings in Plains GP were worth $52,919,000 as of its […]
CVS Health Corporation $CVS Holdings Reduced by World Investment Advisors
World Investment Advisors lowered its position in CVS Health Corporation (NYSE:CVS – Free Report) by 24.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 55,315 shares of the pharmacy operator’s stock after selling 18,094 shares during the quarter. World Investment Advisors’ holdings in CVS […]
Whittier Trust Co. Raises Stock Position in Lam Research Corporation $LRCX
Whittier Trust Co. raised its holdings in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 202.4% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 170,604 shares of the semiconductor company’s stock after purchasing an additional 114,183 shares during the quarter. Whittier Trust […]
VICI Properties Inc. $VICI Shares Bought by Wilsey Asset Management Inc.
Wilsey Asset Management Inc. raised its position in VICI Properties Inc. (NYSE:VICI – Free Report) by 6.4% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 1,101,451 shares of the company’s stock after buying an additional 65,853 shares during the period. VICI Properties comprises 4.7% […]
AppLovin Corporation $APP Shares Sold by Marietta Investment Partners LLC
Marietta Investment Partners LLC lessened its stake in AppLovin Corporation (NASDAQ:APP – Free Report) by 30.5% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,310 shares of the company’s stock after selling 2,332 shares during the quarter. Marietta Investment Partners LLC’s holdings in […]
Whittier Trust Co. of Nevada Inc. Grows Stock Holdings in Amgen Inc. $AMGN
Whittier Trust Co. of Nevada Inc. grew its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 6.5% in the 1st quarter, HoldingsChannel reports. The firm owned 22,943 shares of the medical research company’s stock after acquiring an additional 1,396 shares during the quarter. Whittier Trust Co. of Nevada Inc.’s holdings in Amgen […]
18,753 Shares in Royal Gold, Inc. $RGLD Bought by Y Intercept Hong Kong Ltd
Y Intercept Hong Kong Ltd purchased a new position in Royal Gold, Inc. (NASDAQ:RGLD – Free Report) (TSE:RGL) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 18,753 shares of the basic materials company’s stock, valued at approximately $4,772,000. A number […]
Nvest Financial LLC Has $2.23 Million Holdings in Stryker Corporation $SYK
Nvest Financial LLC boosted its stake in Stryker Corporation (NYSE:SYK – Free Report) by 33.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,776 shares of the medical technology company’s stock after purchasing an additional 1,689 shares during the quarter. Nvest Financial LLC’s holdings […]
Y Intercept Hong Kong Ltd Reduces Stake in ARM Holdings PLC Sponsored ADR $ARM
Y Intercept Hong Kong Ltd lessened its holdings in ARM Holdings PLC Sponsored ADR (NASDAQ:ARM – Free Report) by 60.6% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 32,648 shares of the company’s stock after selling 50,130 shares during the period. Y Intercept Hong Kong Ltd’s holdings in ARM were worth $4,939,000 […]
Danaher Corporation $DHR Shares Bought by Whittier Trust Co. of Nevada Inc.
Whittier Trust Co. of Nevada Inc. lifted its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 6.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 133,764 shares of the conglomerate’s stock after buying an additional 7,647 […]
Whittier Trust Co. Reduces Stock Holdings in Boot Barn Holdings, Inc. $BOOT
Whittier Trust Co. lessened its stake in Boot Barn Holdings, Inc. (NYSE:BOOT – Free Report) by 11.1% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 92,768 shares of the company’s stock after selling 11,563 shares during the quarter. Whittier Trust […]
Whittier Trust Co. of Nevada Inc. Increases Stock Position in Tesla, Inc. $TSLA
Whittier Trust Co. of Nevada Inc. raised its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 13.1% in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 101,550 shares of the electric vehicle producer’s stock after purchasing an additional 11,789 shares during […]
World Investment Advisors Sells 2,379 Shares of Illinois Tool Works Inc. $ITW
World Investment Advisors reduced its position in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 14.1% in 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 14,461 shares of the industrial products company’s stock after selling […]
M3F Inc. Takes $16.77 Million Position in Brighthouse Financial, Inc. $BHF
M3F Inc. purchased a new stake in shares of Brighthouse Financial, Inc. (NASDAQ:BHF – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 280,000 shares of the company’s stock, valued at approximately $16,766,000. Brighthouse Financial makes up about 4.2% of […]
Whittier Trust Co. Sells 2,242 Shares of Monolithic Power Systems, Inc. $MPWR
Whittier Trust Co. reduced its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 5.1% in the first quarter, HoldingsChannel reports. The firm owned 42,010 shares of the semiconductor company’s stock after selling 2,242 shares during the period. Whittier Trust Co.’s holdings in Monolithic Power Systems were worth $49,573,000 as of […]
Westfuller Advisors LLC Acquires 4,447 Shares of Consolidated Edison Inc $ED
Westfuller Advisors LLC lifted its holdings in shares of Consolidated Edison Inc (NYSE:ED – Free Report) by 1,611.2% in the first quarter, HoldingsChannel reports. The institutional investor owned 4,723 shares of the utilities provider’s stock after buying an additional 4,447 shares during the period. Westfuller Advisors LLC’s holdings in Consolidated Edison were worth $535,000 as […]
Y Intercept Hong Kong Ltd Increases Stake in Compass Therapeutics, Inc. $CMPX
Y Intercept Hong Kong Ltd boosted its position in Compass Therapeutics, Inc. (NASDAQ:CMPX – Free Report) by 79.3% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 828,879 shares of the company’s stock after acquiring an additional 366,713 shares during the period. Y Intercept Hong Kong Ltd’s […]
Y Intercept Hong Kong Ltd Takes $4.45 Million Position in Ameren Corporation $AEE
Y Intercept Hong Kong Ltd acquired a new stake in Ameren Corporation (NYSE:AEE – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The firm acquired 40,475 shares of the utilities provider’s stock, valued at approximately $4,449,000. Other hedge funds have also added to or reduced […]
Y Intercept Hong Kong Ltd Acquires Shares of 42,213 The J. M. Smucker Company $SJM
Y Intercept Hong Kong Ltd bought a new position in The J. M. Smucker Company (NYSE:SJM – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 42,213 shares of the company’s stock, valued at approximately $4,071,000. A number of other […]
PUREfi Wealth LLC Acquires 5,935 Shares of iShares Core MSCI EAFE ETF $IEFA
PUREfi Wealth LLC boosted its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 65.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 14,980 shares of the company’s stock after buying an additional 5,935 shares during the period. iShares Core […]
Y Intercept Hong Kong Ltd Raises Stock Position in Taseko Mines Limited $TGB
Y Intercept Hong Kong Ltd increased its position in shares of Taseko Mines Limited (NYSEAMERICAN:TGB – Free Report) by 175.2% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 706,315 shares of the company’s stock after acquiring an additional 449,685 shares during the period. Y […]
Whittier Trust Co. Has $15.56 Million Stock Holdings in Eagle Materials Inc $EXP
Whittier Trust Co. increased its position in Eagle Materials Inc (NYSE:EXP – Free Report) by 9.9% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 83,822 shares of the construction company’s stock after purchasing an additional 7,585 shares during the quarter. Whittier Trust Co.’s […]
Vanguard Small-Cap ETF $VB Shares Bought by Kathmere Capital Management LLC
Kathmere Capital Management LLC lifted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.7% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 49,013 shares of the company’s stock after acquiring an additional 1,767 shares during the quarter. […]
Yoder Wealth Management Inc. Has $11.38 Million Stock Position in Apple Inc. $AAPL
Yoder Wealth Management Inc. trimmed its stake in Apple Inc. (NASDAQ:AAPL – Free Report) by 4.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 44,842 shares of the iPhone maker’s stock after selling 2,026 shares during the period. Apple comprises […]
Merck & Co., Inc. $MRK Shares Purchased by Whittier Trust Co.
Whittier Trust Co. grew its holdings in Merck & Co., Inc. (NYSE:MRK – Free Report) by 4.9% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 585,422 shares of the company’s stock after acquiring an additional 27,439 shares during the quarter. Merck […]
Integral Investment Advisors Inc. Acquires 476 Shares of Eli Lilly and Company $LLY
Integral Investment Advisors Inc. raised its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 11.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,551 shares of the company’s stock after purchasing an additional 476 shares during the quarter. Eli […]
Thermo Fisher Scientific Inc. $TMO Shares Sold by Marietta Investment Partners LLC
Marietta Investment Partners LLC cut its stake in shares of Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 18.5% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 5,361 shares of the medical research company’s stock after selling 1,220 shares […]
Hsbc Holdings PLC Increases Position in Alexandria Real Estate Equities, Inc. $ARE
Hsbc Holdings PLC increased its position in shares of Alexandria Real Estate Equities, Inc. (NYSE:ARE – Free Report) by 92.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,056,161 shares of the real estate investment trust’s stock after purchasing an additional 508,578 […]
KeyCorp (NYSE:KEY) Price Target Raised to $27.00
KeyCorp (NYSE:KEY – Get Free Report) had its target price lifted by analysts at Wells Fargo & Company from $24.00 to $27.00 in a report released on Monday, MarketBeat Ratings reports. The brokerage currently has an “overweight” rating on the financial services provider’s stock. Wells Fargo & Company‘s target price would indicate a potential upside […]
last updated on 6 Jul 22:01