Arkos Global Advisors lessened its holdings in Visa Inc. (NYSE:V – Free Report) by 70.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 644 shares of the credit-card processor’s stock after selling 1,562 shares during the period. Arkos Global Advisors’ holdings in […]

Bollard Group LLC cut its stake in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 284,657 shares of the retailer’s stock after selling 22,727 shares during the quarter. Walmart makes up 0.8% of Bollard […]

Arkos Global Advisors lowered its stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) by 44.8% in the fourth quarter, Holdings Channel reports. The firm owned 6,804 shares of the e-commerce giant’s stock after selling 5,526 shares during the period. Arkos Global Advisors’ holdings in Amazon.com were worth $1,570,000 at the end of the most recent reporting […]

Dockside LLC acquired a new stake in Oracle Corporation (NYSE:ORCL – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 8,816 shares of the enterprise software provider’s stock, valued at approximately $1,718,000. A number of other institutional investors have […]

NFJ Investment Group LLC decreased its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 30.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 35,899 shares of the software maker’s stock after selling 15,835 shares during […]

NFJ Investment Group LLC grew its holdings in Salesforce Inc. (NYSE:CRM – Free Report) by 29.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 181,699 shares of the CRM provider’s stock after acquiring an additional 40,836 shares during the quarter. Salesforce […]

Clear Street Group Inc. lowered its stake in shares of AppLovin Corporation (NASDAQ:APP – Free Report) by 46.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 44,986 shares of the company’s stock after selling 39,593 shares during the period. Clear Street Group Inc.’s holdings in […]

Atlas Capital Advisors Inc. purchased a new stake in Walmart Inc. (NASDAQ:WMT – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 14,861 shares of the retailer’s stock, valued at approximately $1,656,000. A number of other large investors have also made changes to […]

Destination Wealth Management lowered its stake in Pfizer Inc. (NYSE:PFE – Free Report) by 4.9% during the fourth quarter, HoldingsChannel reports. The firm owned 817,906 shares of the biopharmaceutical company’s stock after selling 42,356 shares during the period. Destination Wealth Management’s holdings in Pfizer were worth $20,366,000 at the end of the most recent quarter. […]

Entropy Technologies LP increased its holdings in Cintas Corporation (NASDAQ:CTAS – Free Report) by 483.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 67,786 shares of the business services provider’s stock after acquiring an additional 56,167 shares during the quarter. Cintas makes up […]

Epoch Investment Partners Inc. decreased its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 9.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,354,248 shares of the company’s stock after selling 142,622 shares during the period. AbbVie makes up […]

North Peak Capital Management LLC cut its stake in shares of Carvana Co. (NYSE:CVNA – Free Report) by 18.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 390,023 shares of the company’s stock after selling 87,320 shares during the period. Carvana accounts […]

Brown Advisory Inc. lowered its position in Amazon.com, Inc. (NASDAQ:AMZN) by 18.2% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,325,106 shares of the e-commerce giant’s stock after selling 2,074,253 shares during the quarter. Amazon.com makes up approximately 3.0% of […]

Brasada Capital Management LP raised its holdings in Medtronic PLC (NYSE:MDT – Free Report) by 742.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 50,525 shares of the medical technology company’s stock after acquiring an additional 44,525 shares during the […]

Dockside LLC acquired a new position in shares of Moody’s Corporation (NYSE:MCO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 12,057 shares of the business services provider’s stock, valued at approximately $6,159,000. Moody’s accounts for 1.6% of Dockside […]

Arkos Global Advisors reduced its position in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 59.7% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 478 shares of the company’s stock after selling 708 shares during the quarter. Arkos Global Advisors’ holdings in Eli Lilly and Company were worth $514,000 at […]

Fieldview Capital Management LLC lifted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 416.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 34,021 shares of the company’s stock after acquiring an additional 27,436 shares during the period. […]

Baupost Group LLC MA purchased a new stake in shares of Amazon.com, Inc. (NASDAQ:AMZN) in the fourth quarter, HoldingsChannel.com reports. The institutional investor purchased 2,121,391 shares of the e-commerce giant’s stock, valued at approximately $489,659,000. Amazon.com comprises 9.3% of Baupost Group LLC MA’s portfolio, making the stock its 2nd largest holding. A number of other […]

Entropy Technologies LP acquired a new stake in Spotify Technology (NYSE:SPOT – Free Report) during the fourth quarter, Holdings Channel reports. The fund acquired 11,020 shares of the company’s stock, valued at approximately $6,399,000. A number of other large investors have also recently added to or reduced their stakes in the business. Quadcap Wealth Management […]

Clear Street Group Inc. lessened its holdings in SPDR Gold Shares (NYSEARCA:GLD – Free Report) by 37.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 8,584 shares of the exchange traded fund’s stock after selling 5,161 shares during the period. Clear […]

Alta Fox Capital Management LLC cut its position in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 57.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,000 shares of the software giant’s stock after selling 24,300 shares during the quarter. Microsoft accounts […]

Evelyn Partners Investment Management LLP boosted its stake in Visa Inc. (NYSE:V – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 362,056 shares of the credit-card processor’s stock after buying an additional 6,754 shares during the period. Visa makes up […]

Avidity Partners Management LP lessened its stake in Medtronic PLC (NYSE:MDT – Free Report) by 43.5% during the fourth quarter, Holdings Channel reports. The firm owned 107,600 shares of the medical technology company’s stock after selling 83,000 shares during the period. Medtronic makes up about 3.0% of Avidity Partners Management LP’s holdings, making the stock […]

Icon Wealth Advisors LLC boosted its stake in Targa Resources, Inc. (NYSE:TRGP – Free Report) by 24.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 19,649 shares of the pipeline company’s stock after purchasing an additional 3,797 shares during […]

Congruence Capital LLC purchased a new position in shares of Latham Group, Inc. (NASDAQ:SWIM – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased 201,243 shares of the company’s stock, valued at approximately $1,278,000. Latham Group makes up about 0.5% of Congruence Capital LLC’s holdings, making the stock its 28th biggest holding. […]

Biondo Investment Advisors LLC reduced its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 2.9% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 44,624 shares of the software giant’s stock after selling 1,329 shares during the period. Microsoft accounts for about 2.6% of Biondo Investment Advisors LLC’s investment portfolio, […]

Destination Wealth Management lifted its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 117.3% during the fourth quarter, Holdings Channel reports. The fund owned 13,715 shares of the enterprise software provider’s stock after purchasing an additional 7,403 shares during the quarter. Destination Wealth Management’s holdings in Oracle were worth $2,673,000 as of […]

Aurora Investment Counsel acquired a new position in DraftKings Inc. (NASDAQ:DKNG – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 62,602 shares of the company’s stock, valued at approximately $2,157,000. A number of other large investors have also recently bought […]

Artemis Wealth Advisors LLC bought a new position in Teradyne, Inc. (NASDAQ:TER – Free Report) during the 4th quarter, Holdings Channel.com reports. The institutional investor bought 7,500 shares of the company’s stock, valued at approximately $1,452,000. Teradyne comprises about 0.2% of Artemis Wealth Advisors LLC’s holdings, making the stock its 22nd largest holding. A number […]

Entropy Technologies LP cut its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 34.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 51,881 shares of the semiconductor manufacturer’s stock after selling 26,746 shares during the period. Micron Technology accounts for approximately 0.8% of […]

Focus Partners Wealth boosted its holdings in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 219.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,895,562 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,301,768 shares during the quarter. Focus Partners Wealth […]

Fifth Lane Capital LP bought a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) during the 4th quarter, Holdings Channel reports. The institutional investor bought 3,000 shares of the semiconductor manufacturer’s stock, valued at approximately $642,000. Other hedge funds also recently added to or reduced their stakes in the company. […]

Entropy Technologies LP bought a new stake in shares of Monster Beverage Corporation (NASDAQ:MNST – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 70,884 shares of the company’s stock, valued at approximately $5,435,000. A number […]

Nicolet Advisory Services LLC decreased its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 17.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,081 shares of the company’s stock after selling 7,565 shares during the quarter. Nicolet Advisory Services LLC’s holdings in PepsiCo […]

Evelyn Partners Asset Management Ltd trimmed its position in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 37.0% during the 4th quarter, Holdings Channel.com reports. The fund owned 46,311 shares of the information services provider’s stock after selling 27,144 shares during the period. Alphabet accounts for 3.4% of Evelyn Partners Asset Management Ltd’s investment portfolio, making […]

Clear Street Group Inc. purchased a new position in shares of Bloom Energy Corporation (NYSE:BE – Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 394,582 shares of the company’s stock, valued at approximately $34,285,000. Clear Street Group Inc. owned approximately […]

Destination Wealth Management lifted its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD – Free Report) by 12.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 13,479 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,523 shares during the […]

Knollwood Investment Advisory LLC decreased its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 12.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,304 shares of the semiconductor manufacturer’s stock after selling 600 […]

Entropy Technologies LP boosted its position in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) by 11.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 56,381 shares of the data storage provider’s stock after buying an additional 5,749 shares during […]

Evelyn Partners Investment Management LLP grew its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 6.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 107,457 shares of the social networking company’s stock after acquiring an additional 6,276 shares during the quarter. Meta Platforms […]

Knollwood Investment Advisory LLC decreased its holdings in shares of Amphenol Corporation (NYSE:APH – Free Report) by 30.1% during the 4th quarter, Holdings Channel reports. The firm owned 64,028 shares of the electronics maker’s stock after selling 27,514 shares during the quarter. Amphenol comprises 0.8% of Knollwood Investment Advisory LLC’s holdings, making the stock its […]

Clear Street Group Inc. lessened its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 27.1% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 621,040 shares of the healthcare conglomerate’s stock after selling 230,332 shares during the quarter. UnitedHealth Group […]

Arrowstreet Capital Limited Partnership lowered its stake in shares of Altria Group, Inc. (NYSE:MO – Free Report) by 13.3% in the fourth quarter, Holdings Channel reports. The institutional investor owned 11,965,179 shares of the company’s stock after selling 1,832,496 shares during the quarter. Arrowstreet Capital Limited Partnership’s holdings in Altria Group were worth $689,912,000 as […]

Kids Capital Management L.P. lifted its holdings in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 14.7% in the 4th quarter, HoldingsChannel.com reports. The fund owned 7,800 shares of the company’s stock after buying an additional 1,000 shares during the period. MercadoLibre comprises approximately 11.7% of Kids Capital Management L.P.’s holdings, making the stock its 4th […]

Evelyn Partners Investment Management LLP lessened its holdings in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 13.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 925,561 shares of the information services provider’s stock after selling 142,163 shares during the quarter. Alphabet accounts for […]

NEXTBio Capital Management LP bought a new stake in shares of Rhythm Pharmaceuticals, Inc. (NASDAQ:RYTM – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 67,586 shares of the company’s stock, valued at approximately $7,234,000. Rhythm Pharmaceuticals makes up […]

KCM Investment Advisors LLC cut its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 0.9% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 114,938 shares of the retailer’s stock after selling 1,072 shares during the period. Costco Wholesale accounts for 3.2% of KCM Investment Advisors LLC’s investment portfolio, […]

Eventide Asset Management LLC reduced its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 26.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 669,089 shares of the semiconductor company’s stock after selling 235,606 shares during the quarter. Lam […]

Entropy Technologies LP acquired a new stake in Mastercard Incorporated (NYSE:MA – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 25,453 shares of the credit services provider’s stock, valued at approximately $14,531,000. Mastercard makes up 0.8% of Entropy Technologies LP’s holdings, […]

Ariadne Wealth Management LP lowered its stake in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 36.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 46,502 shares of the company’s stock after selling 26,939 shares during the quarter. Ariadne Wealth Management LP’s holdings in Dimensional US Real Estate […]