Sterling Capital Management LLC lowered its stake in shares of Linde PLC (NASDAQ:LIN – Free Report) by 16.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 126,919 shares of the basic materials company’s stock after selling 24,543 shares during the period. […]

VCI Wealth Management LLC decreased its position in onsemi (NASDAQ:ON – Free Report) by 45.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 12,873 shares of the semiconductor company’s stock after selling 10,691 shares during the quarter. VCI Wealth Management […]

Sterling Capital Management LLC cut its stake in Nasdaq, Inc. (NASDAQ:NDAQ – Free Report) by 12.5% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 304,911 shares of the financial services provider’s stock after selling 43,604 shares during the quarter. Sterling Capital Management […]

Sterling Investment Counsel LLC lowered its position in shares of Apple Inc. (NASDAQ:AAPL – Free Report) by 7.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 60,631 shares of the iPhone maker’s stock after selling 4,670 shares during the period. Apple makes up about […]

WT Wealth Management raised its stake in shares of Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 38.1% during the first quarter, HoldingsChannel reports. The firm owned 21,130 shares of the company’s stock after purchasing an additional 5,832 shares during the quarter. WT Wealth Management’s holdings in Robinhood Markets were worth $1,464,000 as of its […]

Union Bancaire Privee UBP SA increased its position in Corning Incorporated (NYSE:GLW – Free Report) by 122.2% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 145,588 shares of the electronics maker’s stock after acquiring an additional 80,080 shares during the period. Union Bancaire […]

VCI Wealth Management LLC purchased a new position in shares of Morgan Stanley (NYSE:MS – Free Report) during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 12,359 shares of the financial services provider’s stock, valued at approximately $2,034,000. Several other large investors also recently modified their […]

Value Partners Investments Inc. increased its stake in shares of Accenture PLC (NYSE:ACN – Free Report) by 45.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 258,423 shares of the information technology services provider’s stock after purchasing an additional 80,799 […]

Welch Group LLC lifted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 21.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 49,841 shares of the network technology company’s stock after buying an additional 8,692 shares during the […]

Sterling Capital Management LLC decreased its holdings in Aflac Incorporated (NYSE:AFL – Free Report) by 4.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 432,209 shares of the financial services provider’s stock after selling 19,500 shares during the quarter. Aflac accounts for about 0.9% […]

Corient Private Wealth LLC increased its stake in Halliburton Company (NYSE:HAL – Free Report) by 13.0% during the 4th quarter, HoldingsChannel reports. The firm owned 142,423 shares of the oilfield services company’s stock after acquiring an additional 16,380 shares during the period. Corient Private Wealth LLC’s holdings in Halliburton were worth $4,026,000 as of its […]

Union Bancaire Privee UBP SA lifted its position in Nextpower Inc. (NASDAQ:NXT – Free Report) by 187.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 93,758 shares of the company’s stock after purchasing an additional 61,087 shares during the […]

OP Asset Management Ltd acquired a new position in shares of Teradyne, Inc. (NASDAQ:TER – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 15,667 shares of the company’s stock, valued at approximately $4,645,000. Several other institutional investors […]

Union Bancaire Privee UBP SA grew its position in MasTec, Inc. (NYSE:MTZ – Free Report) by 55.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 21,850 shares of the construction company’s stock after purchasing an additional 7,804 shares during the period. […]

Union Bancaire Privee UBP SA decreased its holdings in Citigroup Inc. (NYSE:C – Free Report) by 8.0% in the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 94,598 shares of the company’s stock after selling 8,238 shares during the quarter. Union Bancaire Privee UBP […]

VCI Wealth Management LLC bought a new stake in AMETEK, Inc. (NYSE:AME – Free Report) in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 10,973 shares of the technology company’s stock, valued at approximately $2,352,000. AMETEK makes up about 0.7% of […]

Union Bancaire Privee UBP SA raised its stake in EOG Resources, Inc. (NYSE:EOG – Free Report) by 41,556.2% during the first quarter, Holdings Channel reports. The fund owned 79,980 shares of the energy exploration company’s stock after buying an additional 79,788 shares during the period. Union Bancaire Privee UBP SA’s holdings in EOG Resources were […]

Ritholtz Wealth Management grew its holdings in Sandisk Corporation (NASDAQ:SNDK – Free Report) by 142.0% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,616 shares of the data storage provider’s stock after acquiring an additional 2,122 shares during the quarter. Ritholtz Wealth […]

Venturi Wealth Management LLC decreased its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 26.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,520 shares of the healthcare conglomerate’s stock after selling 4,812 shares during the quarter. Venturi […]

OP Asset Management Ltd purchased a new stake in shares of Aflac Incorporated (NYSE:AFL – Free Report) in the 1st quarter, Holdings Channel reports. The fund purchased 52,244 shares of the financial services provider’s stock, valued at approximately $5,732,000. Several other institutional investors have also recently made changes to their positions in AFL. Stephens Inc. […]

Value Partners Investments Inc. increased its position in SAP SE (NYSE:SAP – Free Report) by 52.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 63,946 shares of the software maker’s stock after buying an additional 21,904 shares during the period. SAP comprises approximately 0.8% of Value […]

Laurel Oak Wealth Management LLC reduced its stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) by 57.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,127 shares of the oil and gas company’s stock after selling 5,672 shares during the […]

Sterling Capital Management LLC reduced its position in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 12.1% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 112,588 shares of the financial services provider’s stock after selling 15,498 shares during the period. Ameriprise Financial comprises approximately 0.9% of Sterling […]

Union Bancaire Privee UBP SA purchased a new position in shares of ConocoPhillips (NYSE:COP – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm purchased 257,350 shares of the energy producer’s stock, valued at approximately $33,808,000. A number of other hedge […]

Meyer Handelman Co. lessened its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,119 shares of the company’s stock after selling 706 shares during the period. Meyer Handelman […]

Weaver Capital Management LLC decreased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.6% during the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 38,070 shares of the semiconductor manufacturer’s stock after selling 1,409 shares during the quarter. Broadcom makes up […]

Mayfair Advisory Group LLC boosted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 21.0% during the 1st quarter, Holdings Channel.com reports. The firm owned 40,209 shares of the company’s stock after purchasing an additional 6,978 shares during the quarter. Vanguard Growth ETF makes up approximately 6.1% of Mayfair Advisory Group […]

Welch Group LLC trimmed its position in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 66.6% during the first quarter, Holdings Channel.com reports. The fund owned 4,667 shares of the company’s stock after selling 9,291 shares during the quarter. Welch Group LLC’s holdings in iShares Select Dividend ETF were worth $707,000 as […]

Union Bancaire Privee UBP SA lessened its position in shares of Roper Technologies, Inc. (NASDAQ:ROP – Free Report) by 27.6% in the 1st quarter, HoldingsChannel reports. The fund owned 43,305 shares of the industrial products company’s stock after selling 16,542 shares during the period. Union Bancaire Privee UBP SA’s holdings in Roper Technologies were worth […]

Wesbanco Bank Inc. decreased its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 42.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 36,164 shares of the healthcare conglomerate’s stock after selling 26,451 shares during the period. Wesbanco Bank Inc.’s holdings in UnitedHealth Group were worth $9,786,000 as of its most recent […]

Venturi Wealth Management LLC lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 19.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 108,426 shares of the semiconductor company’s stock after buying an additional 17,401 shares […]

Chronos Wealth Management LLC reduced its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 2.6% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 20,927 shares of the company’s stock after selling 557 shares during the period. Eli Lilly and Company makes up approximately 9.3% of Chronos Wealth Management LLC’s holdings, […]

WT Wealth Management acquired a new stake in shares of Marriott International, Inc. (NASDAQ:MAR – Free Report) in the first quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 4,820 shares of the company’s stock, valued at approximately $1,576,000. Other hedge funds have also added to or reduced […]

Corient Private Wealth LLC lifted its position in shares of US Foods Holding Corp. (NYSE:USFD – Free Report) by 8.3% in the fourth quarter, HoldingsChannel reports. The fund owned 66,587 shares of the company’s stock after buying an additional 5,106 shares during the period. Corient Private Wealth LLC’s holdings in US Foods were worth $5,016,000 […]

Corient Private Wealth LLC grew its position in shares of SBA Communications Corporation (NASDAQ:SBAC – Free Report) by 60.1% in the 4th quarter, Holdings Channel.com reports. The firm owned 24,707 shares of the technology company’s stock after buying an additional 9,270 shares during the period. Corient Private Wealth LLC’s holdings in SBA Communications were worth […]

Powers Advisory Group LLC boosted its holdings in Fidelity High Dividend ETF (NYSEARCA:FDVV – Free Report) by 21.5% during the first quarter, HoldingsChannel.com reports. The fund owned 140,730 shares of the company’s stock after acquiring an additional 24,856 shares during the period. Fidelity High Dividend ETF accounts for about 2.7% of Powers Advisory Group LLC’s […]

Union Bancaire Privee UBP SA cut its holdings in shares of Boston Scientific Corporation (NYSE:BSX – Free Report) by 5.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 235,234 shares of the medical equipment provider’s stock after selling 13,263 shares during […]

Sterling Capital Management LLC lowered its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 41.1% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 23,513 shares of the semiconductor manufacturer’s stock after selling 16,424 shares during the […]

Union Bancaire Privee UBP SA lifted its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 19.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 335,609 shares of the network technology company’s stock after acquiring an additional 53,913 shares during […]

Value Partners Investments Inc. decreased its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 40.7% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 12,119 shares of the healthcare conglomerate’s stock after selling 8,335 shares during the […]

Welch Group LLC bought a new stake in Pinnacle Financial Partners, Inc. (NYSE:PNFP – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 31,702 shares of the company’s stock, valued at approximately $2,731,000. A number of other institutional investors also […]

Sterling Capital Management LLC boosted its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 23.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 405,521 shares of the technology company’s stock after acquiring an additional 78,187 shares during the […]

Louisiana State Employees Retirement System bought a new position in shares of Accenture PLC (NYSE:ACN – Free Report) during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 31,400 shares of the information technology services provider’s stock, valued at approximately $6,226,000. Other large […]

Corient Private Wealth LLC boosted its position in shares of Ralph Lauren Corporation (NYSE:RL – Free Report) by 63.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 12,512 shares of the textile maker’s stock after purchasing an additional 4,865 shares during the period. Corient […]

Sequent Planning LLC raised its holdings in shares of Putnam Focused Large Cap Growth ETF (NYSEARCA:PGRO – Free Report) by 29.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 101,539 shares of the company’s stock after buying an additional 23,021 shares […]

Louisiana State Employees Retirement System purchased a new position in Blackstone Inc. (NYSE:BX – Free Report) during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 38,200 shares of the asset manager’s stock, valued at approximately $4,393,000. A number of other hedge funds have […]

Louisiana State Employees Retirement System bought a new position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 50,700 shares of the home improvement retailer’s stock, valued at approximately $16,675,000. […]

Pinnacle Wealth Management Advisory Group LLC boosted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 3.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 163,687 shares of the company’s stock after purchasing an additional 5,377 […]

Sterling Capital Management LLC raised its position in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 47.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 114,066 shares of the company’s stock after acquiring an additional 36,510 shares during the quarter. Sterling […]

First United Bank & Trust grew its stake in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 11.7% in the first quarter, Holdings Channel.com reports. The fund owned 32,963 shares of the company’s stock after buying an additional 3,465 shares during the quarter. Vanguard Mid-Cap Value ETF comprises about 2.0% of First […]