Westerkirk Capital Inc. Raises Holdings in Walmart Inc. $WMT
Westerkirk Capital Inc. grew its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 105.4% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 67,224 shares of the retailer’s stock after purchasing an additional 34,500 shares during the quarter. Walmart makes up about […]
Visa Inc. $V Position Increased by Westerkirk Capital Inc.
Westerkirk Capital Inc. increased its position in shares of Visa Inc. (NYSE:V – Free Report) by 19.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 51,338 shares of the credit-card processor’s stock after acquiring an additional 8,285 shares […]
Alphabet Inc. $GOOG Shares Bought by Waterloo Capital L.P.
Waterloo Capital L.P. grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 9.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 37,776 shares of the information services provider’s stock after purchasing an additional 3,253 shares […]
Westerkirk Capital Inc. Boosts Stake in Fortinet, Inc. $FTNT
Westerkirk Capital Inc. grew its position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 41.9% during the fourth quarter, Holdings Channel reports. The fund owned 52,500 shares of the software maker’s stock after purchasing an additional 15,500 shares during the period. Westerkirk Capital Inc.’s holdings in Fortinet were worth $4,169,000 as of its […]
Cheniere Energy, Inc. $LNG Shares Bought by Fiera Capital Corp
Fiera Capital Corp raised its stake in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 16.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 54,290 shares of the energy company’s stock after acquiring an additional 7,788 shares during the quarter. Fiera […]
Westerkirk Capital Inc. Cuts Stake in Suncor Energy Inc. $SU
Westerkirk Capital Inc. decreased its holdings in Suncor Energy Inc. (NYSE:SU – Free Report) (TSE:SU) by 52.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 40,610 shares of the oil and gas producer’s stock after selling 44,600 shares during the period. Westerkirk Capital Inc.’s holdings […]
WINTON GROUP Ltd Increases Stock Position in Broadcom Inc. $AVGO
WINTON GROUP Ltd increased its position in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 21.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 41,611 shares of the semiconductor manufacturer’s stock after acquiring an additional 7,416 shares during the period. WINTON GROUP […]
Westerkirk Capital Inc. Has $9.92 Million Position in Adobe Inc. $ADBE
Westerkirk Capital Inc. increased its stake in shares of Adobe Inc. (NASDAQ:ADBE – Free Report) by 63.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,328 shares of the software company’s stock after buying an additional 10,983 shares during the […]
Summitry LLC Has $74.68 Million Stake in Microsoft Corporation $MSFT
Summitry LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 154,420 shares of the software giant’s stock after buying an additional 2,261 shares during the quarter. Microsoft […]
Netflix, Inc. $NFLX Shares Purchased by Monetary Management Group Inc.
Monetary Management Group Inc. lifted its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 892.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,230 shares of the Internet television network’s stock after acquiring an additional 17,292 shares during the […]
Franklin Resources Inc. Purchases 33,457 Shares of Evergy Inc. $EVRG
Franklin Resources Inc. boosted its position in Evergy Inc. (NASDAQ:EVRG – Free Report) by 0.6% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 6,091,518 shares of the company’s stock after buying an additional 33,457 shares during the quarter. Franklin Resources Inc. owned approximately […]
Sandisk Corporation $SNDK Position Lessened by Natixis Advisors LLC
Natixis Advisors LLC decreased its stake in Sandisk Corporation (NASDAQ:SNDK – Free Report) by 22.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 22,749 shares of the data storage provider’s stock after selling 6,752 shares during the period. Natixis Advisors […]
Westerkirk Capital Inc. Cuts Stake in Barrick Mining Corporation $B
Westerkirk Capital Inc. reduced its stake in shares of Barrick Mining Corporation (NYSE:B – Free Report) (TSE:ABX) by 67.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 25,530 shares of the gold and copper producer’s stock after selling […]
X Square Capital LLC Acquires 8,705 Shares of Oracle Corporation $ORCL
X Square Capital LLC lifted its holdings in shares of Oracle Corporation (NYSE:ORCL – Free Report) by 193.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,215 shares of the enterprise software provider’s stock after acquiring an additional 8,705 […]
TE Connectivity Ltd. $TEL Shares Bought by Fox Run Management L.L.C.
Fox Run Management L.L.C. raised its stake in TE Connectivity Ltd. (NYSE:TEL – Free Report) by 103.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,164 shares of the electronics maker’s stock after purchasing an additional 4,143 shares during the period. […]
ING Groep NV Purchases 103,004 Shares of Devon Energy Corporation $DVN
ING Groep NV raised its position in shares of Devon Energy Corporation (NYSE:DVN – Free Report) by 125.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 185,069 shares of the energy company’s stock after acquiring an additional 103,004 shares during the […]
Fox Run Management L.L.C. Acquires 6,846 Shares of CBRE Group, Inc. $CBRE
Fox Run Management L.L.C. increased its holdings in CBRE Group, Inc. (NYSE:CBRE – Free Report) by 96.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 13,924 shares of the financial services provider’s stock after purchasing an additional 6,846 shares during the period. CBRE Group comprises about 0.3% of Fox Run Management L.L.C.’s […]
ING Groep NV Raises Stock Holdings in The Progressive Corporation $PGR
ING Groep NV grew its stake in The Progressive Corporation (NYSE:PGR – Free Report) by 2,743.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 27,066 shares of the insurance provider’s stock after acquiring an additional 26,114 shares during the quarter. ING […]
Fox Run Management L.L.C. Invests $1.71 Million in Zillow Group, Inc. $Z
Fox Run Management L.L.C. acquired a new position in shares of Zillow Group, Inc. (NASDAQ:Z – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 25,049 shares of the financial services provider’s stock, valued at approximately $1,709,000. Several other institutional investors […]
Astrazeneca Plc $AZN Shares Bought by Marks Group Wealth Management Inc
Marks Group Wealth Management Inc increased its holdings in shares of Astrazeneca Plc (NYSE:AZN – Free Report) by 9.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 37,787 shares of the company’s stock after purchasing an additional 3,337 shares during […]
Westerkirk Capital Inc. Has $2.86 Million Holdings in PulteGroup, Inc. $PHM
Westerkirk Capital Inc. boosted its position in PulteGroup, Inc. (NYSE:PHM – Free Report) by 59.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 24,400 shares of the construction company’s stock after buying an additional 9,100 shares during the quarter. Westerkirk Capital Inc.’s holdings […]
Westerkirk Capital Inc. Buys 30,200 Shares of Lam Research Corporation $LRCX
Westerkirk Capital Inc. lifted its stake in Lam Research Corporation (NASDAQ:LRCX – Free Report) by 70.0% during the fourth quarter, HoldingsChannel reports. The firm owned 73,320 shares of the semiconductor company’s stock after purchasing an additional 30,200 shares during the period. Lam Research accounts for about 1.2% of Westerkirk Capital Inc.’s holdings, making the stock […]
O Shaughnessy Asset Management LLC Buys 22,605 Shares of Accenture PLC $ACN
O Shaughnessy Asset Management LLC grew its stake in Accenture PLC (NYSE:ACN – Free Report) by 23.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 117,056 shares of the information technology services provider’s stock after purchasing an additional 22,605 shares during […]
Daiwa Securities Group Inc. Acquires 55,573 Shares of Ferrovial SE $FER
Daiwa Securities Group Inc. boosted its holdings in shares of Ferrovial SE (NASDAQ:FER – Free Report) by 544.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 65,776 shares of the company’s stock after acquiring an additional 55,573 shares during the quarter. Daiwa […]
Enbridge Inc $ENB Shares Acquired by O Shaughnessy Asset Management LLC
O Shaughnessy Asset Management LLC increased its position in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 4.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 449,923 shares of the pipeline company’s stock after buying an additional 19,658 […]
Motorola Solutions, Inc. $MSI Position Boosted by Westerkirk Capital Inc.
Westerkirk Capital Inc. grew its holdings in shares of Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 33.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,425 shares of the communications equipment provider’s stock after purchasing an additional 1,613 shares […]
Westerkirk Capital Inc. Grows Stock Holdings in Diamondback Energy, Inc. $FANG
Westerkirk Capital Inc. raised its stake in Diamondback Energy, Inc. (NASDAQ:FANG – Free Report) by 57.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 20,300 shares of the oil and natural gas company’s stock after buying an additional 7,400 shares […]
XML Financial LLC Acquires New Position in Lam Research Corporation $LRCX
XML Financial LLC acquired a new stake in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 2,199 shares of the semiconductor company’s stock, valued at approximately $376,000. A number of other hedge funds also recently […]
Meta Platforms, Inc. $META Shares Acquired by Thames Capital Management LLC
Thames Capital Management LLC grew its position in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 23.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 33,767 shares of the social networking company’s stock after acquiring an additional 6,305 shares during the period. Meta Platforms […]
Marks Group Wealth Management Inc Sells 7,418 Shares of Stryker Corporation $SYK
Marks Group Wealth Management Inc lessened its stake in shares of Stryker Corporation (NYSE:SYK – Free Report) by 14.4% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 44,057 shares of the medical technology company’s stock after selling 7,418 shares during the period. Stryker accounts […]
Westerkirk Capital Inc. Grows Holdings in Chipotle Mexican Grill, Inc. $CMG
Westerkirk Capital Inc. grew its stake in Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 74.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 178,250 shares of the restaurant operator’s stock after buying an additional 76,200 shares […]
Franklin Resources Inc. Sells 169,087 Shares of Gilead Sciences, Inc. $GILD
Franklin Resources Inc. lessened its stake in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 4.9% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,295,546 shares of the biopharmaceutical company’s stock after selling 169,087 shares during the quarter. Franklin Resources Inc. […]
Marks Group Wealth Management Inc Raises Position in Oracle Corporation $ORCL
Marks Group Wealth Management Inc increased its holdings in Oracle Corporation (NYSE:ORCL – Free Report) by 165.4% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 41,693 shares of the enterprise software provider’s stock after buying an additional 25,983 shares during the period. Marks Group Wealth Management […]
Harbour Investments Inc. Acquires 11,898 Shares of Microsoft Corporation $MSFT
Harbour Investments Inc. raised its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 17.5% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 79,795 shares of the software giant’s stock after acquiring an additional 11,898 shares during the quarter. Microsoft makes […]
Westerkirk Capital Inc. Has $913,000 Stock Position in Amphenol Corporation $APH
Westerkirk Capital Inc. decreased its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 53.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,758 shares of the electronics maker’s stock after selling 7,845 shares during the period. Westerkirk Capital […]
Global Assets Advisory LLC Lowers Stock Holdings in Microsoft Corporation $MSFT
Global Assets Advisory LLC decreased its position in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 10.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,529 shares of the software giant’s stock after selling 1,257 shares during the period. Microsoft makes up […]
Fox Run Management L.L.C. Purchases 6,476 Shares of Cheniere Energy, Inc. $LNG
Fox Run Management L.L.C. grew its position in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 441.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,944 shares of the energy company’s stock after purchasing an additional 6,476 shares during the quarter. Fox Run […]
Westerkirk Capital Inc. Invests $1.02 Million in Comfort Systems USA, Inc. $FIX
Westerkirk Capital Inc. purchased a new position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 1,088 shares of the construction company’s stock, valued at approximately $1,015,000. A number of other institutional investors have […]
LGT Capital Partners LTD. Increases Stock Position in The Home Depot, Inc. $HD
LGT Capital Partners LTD. grew its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 9.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 77,024 shares of the home improvement retailer’s stock after acquiring an additional […]
Westerkirk Capital Inc. Purchases 6,800 Shares of lululemon athletica inc. $LULU
Westerkirk Capital Inc. increased its position in shares of lululemon athletica inc. (NASDAQ:LULU – Free Report) by 69.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 16,579 shares of the apparel retailer’s stock after buying an additional 6,800 shares during the period. Westerkirk Capital […]
iShares MSCI EAFE ETF $EFA Stake Boosted by TIAA Trust National Association
TIAA Trust National Association grew its stake in shares of iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 190.8% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 899,276 shares of the exchange traded fund’s stock after acquiring an additional […]
Westerkirk Capital Inc. Raises Stock Holdings in Texas Pacific Land Corporation $TPL
Westerkirk Capital Inc. lifted its holdings in shares of Texas Pacific Land Corporation (NYSE:TPL – Free Report) by 379.2% in the fourth quarter, HoldingsChannel.com reports. The fund owned 10,111 shares of the financial services provider’s stock after acquiring an additional 8,001 shares during the period. Westerkirk Capital Inc.’s holdings in Texas Pacific Land were worth […]
Daiwa Securities Group Inc. Boosts Stake in Sunstone Hotel Investors, Inc. $SHO
Daiwa Securities Group Inc. lifted its holdings in Sunstone Hotel Investors, Inc. (NYSE:SHO – Free Report) by 11.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 439,526 shares of the real estate investment trust’s stock after purchasing an additional 44,616 shares […]
Westerkirk Capital Inc. Has $2.07 Million Holdings in Simon Property Group, Inc. $SPG
Westerkirk Capital Inc. boosted its position in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 41.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,200 shares of the real estate investment trust’s stock after buying an additional 3,300 shares during the quarter. […]
Winnow Wealth LLC Sells 3,827 Shares of Johnson & Johnson $JNJ
Winnow Wealth LLC lowered its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 41.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 5,347 shares of the company’s stock after selling 3,827 shares during the quarter. Johnson & […]
Westerkirk Capital Inc. Has $5.22 Million Holdings in Costco Wholesale Corporation $COST
Westerkirk Capital Inc. lifted its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 21.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,058 shares of the retailer’s stock after purchasing an additional 1,080 shares during the quarter. Westerkirk Capital […]
Gaddis Premier Wealth Advisors LLC Invests $610,000 in Dell Technologies Inc. $DELL
Gaddis Premier Wealth Advisors LLC bought a new stake in Dell Technologies Inc. (NYSE:DELL – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 4,843 shares of the technology company’s stock, valued at approximately $610,000. Other institutional investors and hedge funds […]
Monetary Management Group Inc. Increases Stock Holdings in Micron Technology, Inc. $MU
Monetary Management Group Inc. increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 104.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,815 shares of the semiconductor manufacturer’s stock after buying an additional 5,015 shares during the […]
O Shaughnessy Asset Management LLC Raises Position in Illinois Tool Works Inc. $ITW
O Shaughnessy Asset Management LLC lifted its stake in shares of Illinois Tool Works Inc. (NYSE:ITW – Free Report) by 6.4% in the 4th quarter, HoldingsChannel reports. The firm owned 79,931 shares of the industrial products company’s stock after buying an additional 4,824 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in Illinois […]
iShares Core U.S. Aggregate Bond ETF $AGG Shares Sold by Westerkirk Capital Inc.
Westerkirk Capital Inc. trimmed its holdings in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 73.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 206,370 shares of the company’s stock after selling 560,350 shares during […]
last updated on 9 Jun 21:05