Hsbc Holdings PLC increased its holdings in NiSource, Inc (NYSE:NI – Free Report) by 7.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 742,753 shares of the utilities provider’s stock after purchasing an additional 53,167 shares during the quarter. Hsbc Holdings PLC’s holdings in NiSource were worth $31,027,000 as of its most recent […]

Hsbc Holdings PLC trimmed its stake in shares of Moderna, Inc. (NASDAQ:MRNA – Free Report) by 14.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 638,370 shares of the company’s stock after selling 107,077 shares during the quarter. Hsbc […]

Hsbc Holdings PLC trimmed its stake in shares of Nu Holdings Ltd. (NYSE:NU – Free Report) by 9.2% during the fourth quarter, Holdings Channel reports. The firm owned 1,430,470 shares of the company’s stock after selling 144,083 shares during the period. Hsbc Holdings PLC’s holdings in NU were worth $24,024,000 at the end of the […]

Blue Trust Inc. lessened its holdings in Global Payments Inc. (NYSE:GPN – Free Report) by 17.2% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 315,704 shares of the business services provider’s stock after selling 65,436 shares during the quarter. Blue Trust Inc.’s […]

Hsbc Holdings PLC trimmed its position in shares of FactSet Research Systems Inc. (NYSE:FDS – Free Report) by 70.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 68,785 shares of the business services provider’s stock after selling 160,515 shares […]

Cidel Asset Management Inc. lessened its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 21.7% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 19,668 shares of the company’s stock after selling 5,465 shares during the quarter. Cidel Asset Management Inc.’s holdings in Eli Lilly and Company were worth $18,090,000 […]

Blue Trust Inc. cut its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 13.8% during the first quarter, Holdings Channel reports. The fund owned 26,277 shares of the enterprise software provider’s stock after selling 4,220 shares during the period. Blue Trust Inc.’s holdings in Oracle were worth $3,866,000 at the end of […]

Summit Wealth Partners LLC boosted its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 294.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,987 shares of the information services provider’s stock after purchasing an additional 8,201 shares […]

Fiduciary Alliance LLC lifted its position in Intel Corporation (NASDAQ:INTC – Free Report) by 4.4% in the 1st quarter, HoldingsChannel.com reports. The firm owned 272,967 shares of the chip maker’s stock after acquiring an additional 11,488 shares during the quarter. Intel comprises about 0.8% of Fiduciary Alliance LLC’s portfolio, making the stock its 27th biggest […]

Krilogy Financial LLC lifted its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 150.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 17,104 shares of the network technology company’s stock after acquiring an additional […]

Factor Wealth Management LTD increased its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 8.4% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 43,901 shares of the company’s stock after purchasing an additional 3,411 shares during the […]

World Investment Advisors bought a new stake in shares of Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 4,970 shares of the basic materials company’s stock, valued at approximately $455,000. A number of other hedge funds and […]

BCS Wealth Management decreased its holdings in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 50.0% in the first quarter, Holdings Channel reports. The firm owned 2,250 shares of the semiconductor company’s stock after selling 2,252 shares during the quarter. BCS Wealth Management’s holdings in Lam Research were worth $481,000 at the end […]

Diversified Trust Co acquired a new position in AeroVironment, Inc. (NASDAQ:AVAV – Free Report) during the first quarter, Holdings Channel.com reports. The firm acquired 5,189 shares of the aerospace company’s stock, valued at approximately $950,000. A number of other institutional investors and hedge funds also recently added to or reduced their stakes in AVAV. KERR […]

Fortem Financial Group LLC grew its stake in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 5.1% in the 1st quarter, HoldingsChannel reports. The fund owned 88,111 shares of the computer hardware maker’s stock after purchasing an additional 4,244 shares during the quarter. NVIDIA makes up 3.9% of Fortem Financial Group LLC’s investment portfolio, […]

Dock Street Asset Management Inc. trimmed its holdings in MSCI Inc (NYSE:MSCI – Free Report) by 6.3% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 29,562 shares of the technology company’s stock after selling 1,988 shares during the period. MSCI […]

Diversified Trust Co raised its position in Diodes Incorporated (NASDAQ:DIOD – Free Report) by 162.0% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,964 shares of the semiconductor company’s stock after acquiring an additional 7,397 shares during the period. Diversified […]

Live Oak Private Wealth LLC increased its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 24.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 91,222 shares of the entertainment giant’s stock after purchasing an additional […]

First PREMIER Bank raised its stake in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 5.6% in the first quarter, according to its most recent 13F filing with the SEC. The fund owned 147,121 shares of the company’s stock after buying an additional 7,777 shares during the period. Vanguard Value ETF comprises about […]

BTC Capital Management Inc. raised its stake in Oracle Corporation (NYSE:ORCL – Free Report) by 15.0% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 51,874 shares of the enterprise software provider’s stock after purchasing an additional 6,770 shares during the […]

Diversified Trust Co cut its position in shares of IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) by 63.8% in the first quarter, Holdings Channel.com reports. The firm owned 1,519 shares of the company’s stock after selling 2,680 shares during the quarter. Diversified Trust Co’s holdings in IDEXX Laboratories were worth $854,000 at the end of […]

OP Asset Management Ltd purchased a new stake in shares of Quanta Services, Inc. (NYSE:PWR – Free Report) during the 1st quarter, Holdings Channel reports. The fund purchased 102,779 shares of the construction company’s stock, valued at approximately $56,428,000. A number of other hedge funds and other institutional investors have also recently added to or […]

Blue Trust Inc. trimmed its position in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 6.8% during the first quarter, Holdings Channel.com reports. The institutional investor owned 220,424 shares of the company’s stock after selling 16,193 shares during the period. Vanguard Extended Market ETF accounts for 0.5% of Blue Trust Inc.’s investment […]

Corient Private Wealth LLC increased its holdings in shares of Zions Bancorporation, N.A. (NASDAQ:ZION – Free Report) by 10.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 148,819 shares of the bank’s stock after purchasing an additional 14,601 shares […]

Delphi Management Inc. MA decreased its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 29.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,308 shares of the investment management company’s stock after selling 557 shares […]

Corient Private Wealth LLC boosted its position in Western Digital Corporation (NASDAQ:WDC – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 59,679 shares of the data storage provider’s stock after buying an additional 1,409 shares during the […]

Blue Trust Inc. raised its position in JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM – Free Report) by 1.8% during the first quarter, Holdings Channel.com reports. The fund owned 4,767,446 shares of the company’s stock after purchasing an additional 83,512 shares during the quarter. JPMorgan U.S. Momentum Factor ETF accounts for approximately 3.7% of Blue Trust […]

Domo, Inc. (NASDAQ:DOMO – Get Free Report) EVP Daren Thayne sold 52,365 shares of Domo stock in a transaction that occurred on Wednesday, June 24th. The stock was sold at an average price of $2.38, for a total value of $124,628.70. Following the sale, the executive vice president owned 498,051 shares in the company, valued […]

Cardinal Point Capital Management ULC lessened its stake in Kenvue Inc. (NYSE:KVUE – Free Report) by 15.3% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 257,127 shares of the company’s stock after selling 46,563 shares during the quarter. Cardinal Point Capital Management ULC’s holdings in Kenvue were worth $4,433,000 as of its most […]

OP Asset Management Ltd bought a new stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 151,855 shares of the network technology company’s stock, valued at approximately $24,345,000. Other hedge funds […]

Worth Asset Management LLC decreased its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 40.4% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,609 shares of the company’s stock after selling 1,089 shares during the quarter. Worth […]

OP Asset Management Ltd purchased a new position in shares of Marvell Technology, Inc. (NASDAQ:MRVL – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 143,220 shares of the semiconductor company’s stock, valued at approximately $14,186,000. Several other […]

Fifth Third Wealth Advisors LLC grew its position in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 8.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 46,763 shares of the company’s stock after buying an additional 3,700 shares during […]

Kestra Private Wealth Services LLC boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3.6% in the first quarter, HoldingsChannel reports. The firm owned 356,101 shares of the network equipment provider’s stock after acquiring an additional 12,277 shares during the period. Kestra Private Wealth Services LLC’s holdings in Cisco Systems were worth […]

Hsbc Holdings PLC decreased its holdings in shares of Deutsche Bank Aktiengesellschaft (NYSE:DB – Free Report) by 34.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 739,050 shares of the bank’s stock after selling 390,857 shares during the quarter. Hsbc Holdings PLC’s holdings in […]

Summit Wealth Partners LLC grew its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 52.8% during the first quarter, HoldingsChannel reports. The firm owned 7,007 shares of the semiconductor manufacturer’s stock after buying an additional 2,422 shares during the quarter. Summit Wealth Partners LLC’s holdings in Broadcom were worth $2,169,000 as of its most […]

Eagle Capital Management LLC purchased a new stake in Vanguard Industrials ETF (NYSEARCA:VIS – Free Report) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 3,074 shares of the company’s stock, valued at approximately $960,000. Other institutional investors and hedge funds have also recently added […]

Forbes J M & Co. LLP grew its holdings in shares of NVIDIA Corporation (NASDAQ:NVDA – Free Report) by 0.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 414,919 shares of the computer hardware maker’s stock after purchasing an additional 2,593 […]

Kestra Private Wealth Services LLC increased its stake in American Express Company (NYSE:AXP) by 16.6% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 50,756 shares of the payment services company’s stock after buying an additional 7,227 shares during the period. Kestra […]

Kestra Private Wealth Services LLC lessened its stake in VanEck Gold Miners ETF (NYSEARCA:GDX – Free Report) by 10.4% in the 1st quarter, Holdings Channel.com reports. The fund owned 262,419 shares of the exchange traded fund’s stock after selling 30,316 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in VanEck Gold Miners ETF […]

OP Asset Management Ltd bought a new stake in IDEXX Laboratories, Inc. (NASDAQ:IDXX – Free Report) in the first quarter, Holdings Channel reports. The institutional investor bought 20,869 shares of the company’s stock, valued at approximately $11,726,000. Several other hedge funds have also made changes to their positions in the business. SHP Wealth Management acquired […]

BI Asset Management Fondsmaeglerselskab A S lowered its stake in shares of AutoZone, Inc. (NYSE:AZO – Free Report) by 66.7% in the first quarter, Holdings Channel reports. The institutional investor owned 401 shares of the company’s stock after selling 803 shares during the period. BI Asset Management Fondsmaeglerselskab A S’s holdings in AutoZone were worth […]

Breakwater Capital Group increased its position in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 7.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 156,391 shares of the company’s stock after acquiring an additional […]

BI Asset Management Fondsmaeglerselskab A S increased its holdings in shares of Entegris, Inc. (NASDAQ:ENTG – Free Report) by 95.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,866 shares of the semiconductor company’s stock after purchasing an additional […]

Cardinal Point Capital Management ULC lifted its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 575.7% during the first quarter, Holdings Channel reports. The institutional investor owned 13,622 shares of the company’s stock after acquiring an additional 11,606 shares during the quarter. Cardinal Point Capital Management ULC’s holdings in Vanguard Value ETF were […]

BTC Capital Management Inc. raised its holdings in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 10.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 15,017 shares of the financial services provider’s stock after purchasing an additional 1,458 shares […]

Tanager Wealth Management LLP reduced its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 13.1% in the 1st quarter, Holdings Channel reports. The firm owned 163,111 shares of the company’s stock after selling 24,494 shares during the period. Vanguard Total Bond Market ETF makes up 1.2% of Tanager Wealth Management LLP’s […]

Blue Trust Inc. grew its stake in shares of JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 12.3% during the 1st quarter, HoldingsChannel reports. The fund owned 97,962 shares of the company’s stock after buying an additional 10,709 shares during the period. Blue Trust Inc.’s holdings in JPMorgan U.S. Quality Factor ETF were […]

Kestra Private Wealth Services LLC increased its position in Union Pacific Corporation (NYSE:UNP – Free Report) by 5.9% in the 1st quarter, Holdings Channel reports. The firm owned 53,172 shares of the railroad operator’s stock after buying an additional 2,951 shares during the period. Kestra Private Wealth Services LLC’s holdings in Union Pacific were worth […]

Diversified Trust Co bought a new stake in shares of Antero Resources Corporation (NYSE:AR – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 17,012 shares of the oil and natural gas company’s stock, valued at approximately $722,000. Other institutional investors and hedge […]