Gemmer Asset Management LLC raised its stake in shares of SpaceX (NASDAQ:SPCX – Free Report) by 510.5% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,272 shares of the company’s stock after buying an additional 6,917 shares during the quarter. Gemmer Asset Management […]

Fulcrum Wealth Advisors LLC lessened its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 47.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,021 shares of the company’s stock after selling 1,831 shares during the quarter. Fulcrum Wealth Advisors LLC’s holdings in AbbVie […]

Vontobel Holding Ltd. lifted its position in Ciena Corporation (NYSE:CIEN – Free Report) by 8.2% in the third quarter, Holdings Channel.com reports. The institutional investor owned 31,473 shares of the communications equipment provider’s stock after purchasing an additional 2,387 shares during the period. Vontobel Holding Ltd.’s holdings in Ciena were worth $11,073,000 as of its […]

TD Waterhouse Canada Inc. increased its position in shares of Chevron Corporation (NYSE:CVX – Free Report) by 97.6% during the third quarter, HoldingsChannel.com reports. The fund owned 329,175 shares of the oil and gas company’s stock after acquiring an additional 162,562 shares during the period. TD Waterhouse Canada Inc.’s holdings in Chevron were worth $67,221,000 […]

Frank Rimerman Advisors LLC raised its position in shares of Cummins Inc. (NYSE:CMI – Free Report) by 401.0% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 18,793 shares of the company’s stock after purchasing an additional 15,042 shares during the quarter. […]

TD Waterhouse Canada Inc. raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 7.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 594,153 shares of the Internet television network’s stock after purchasing an additional 41,472 shares during the quarter. […]

Iams Wealth Management LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 20.9% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,649 shares of the information services provider’s stock after buying an additional 2,187 shares during the period. Alphabet accounts for approximately 1.2% […]

Vontobel Holding Ltd. trimmed its holdings in Accenture PLC (NYSE:ACN – Free Report) by 28.6% in the third quarter, Holdings Channel.com reports. The institutional investor owned 72,397 shares of the information technology services provider’s stock after selling 29,003 shares during the quarter. Vontobel Holding Ltd.’s holdings in Accenture were worth $13,275,000 at the end of […]

Vontobel Holding Ltd. lifted its stake in shares of Kraft Heinz Company (NASDAQ:KHC – Free Report) by 87.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 730,761 shares of the company’s stock after buying an additional 341,750 shares during the quarter. Vontobel Holding Ltd.’s holdings in Kraft Heinz were worth $16,603,000 as of […]

USA Financial Formulas bought a new stake in shares of Datadog, Inc. (NASDAQ:DDOG – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 3,624 shares of the company’s stock, valued at approximately $992,000. A number of other large investors also recently made changes […]

USA Financial Formulas purchased a new position in shares of MetLife, Inc. (NYSE:MET – Free Report) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 5,816 shares of the financial services provider’s stock, valued at approximately $548,000. A number of other […]

Frank Rimerman Advisors LLC bought a new position in SpaceX (NASDAQ:SPCX – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 12,273 shares of the company’s stock, valued at approximately $1,852,000. Several other hedge funds have also modified their holdings […]

Howard Capital Management LLC lowered its position in shares of MetLife, Inc. (NYSE:MET – Free Report) by 95.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,453 shares of the financial services provider’s stock after selling 69,512 shares during the quarter. Howard Capital Management […]

Vontobel Holding Ltd. lowered its holdings in Rubrik, Inc. (NYSE:RBRK – Free Report) by 32.7% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 54,015 shares of the company’s stock after selling 26,272 shares during the period. Vontobel Holding Ltd.’s holdings in Rubrik were worth $6,183,000 at […]

PineStone Asset Management Inc. cut its holdings in Analog Devices, Inc. (NASDAQ:ADI – Free Report) by 0.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 878,833 shares of the semiconductor company’s stock after selling 5,160 shares during […]

USA Financial Formulas acquired a new position in shares of Morgan Stanley (NYSE:MS – Free Report) in the third quarter, HoldingsChannel.com reports. The firm acquired 2,902 shares of the financial services provider’s stock, valued at approximately $546,000. Other institutional investors have also recently added to or reduced their stakes in the company. Purpose Unlimited Inc. […]

TD Waterhouse Canada Inc. increased its holdings in Honeywell Aerospace (NASDAQ:HONA – Free Report) by 27.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 145,624 shares of the company’s stock after buying an additional 31,645 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in Honeywell Aerospace were worth $22,467,000 at the end of […]

TD Waterhouse Canada Inc. cut its stake in Intel Corporation (NASDAQ:INTC – Free Report) by 27.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 269,560 shares of the chip maker’s stock after selling 100,429 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in […]

TD Waterhouse Canada Inc. cut its position in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 12.8% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 454,714 shares of the utilities provider’s stock after selling 66,477 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in NextEra Energy were worth $34,758,000 as of its […]

ICONIQ Capital LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 2,452 shares of the software giant’s stock, valued at approximately $915,000. A number of other hedge funds have […]

Fulcrum Wealth Advisors LLC grew its position in Cummins Inc. (NYSE:CMI – Free Report) by 611.8% in the 3rd quarter, Holdings Channel.com reports. The fund owned 16,264 shares of the company’s stock after acquiring an additional 13,979 shares during the quarter. Cummins comprises about 5.7% of Fulcrum Wealth Advisors LLC’s holdings, making the stock its […]

SteelPeak Wealth LLC lowered its stake in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 7.3% during the third quarter, HoldingsChannel reports. The institutional investor owned 117,134 shares of the company’s stock after selling 9,175 shares during the quarter. SteelPeak Wealth LLC’s holdings in iShares MSCI EAFE Value ETF were worth $9,270,000 at […]

Elevated Financial Group LLC reduced its position in American Express Company (NYSE:AXP) by 48.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,953 shares of the payment services company’s stock after selling 1,830 shares during the quarter. Elevated Financial Group LLC’s holdings in American […]

WealthBridge Capital Management LLC grew its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.1% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 31,217 shares of the exchange traded fund’s stock after acquiring an additional 953 shares during the quarter. Invesco QQQ makes up 4.7% of WealthBridge Capital Management […]

TD Waterhouse Canada Inc. increased its stake in Cameco Corporation (NYSE:CCJ – Free Report) (TSE:CCO) by 11.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,135,870 shares of the basic materials company’s stock after acquiring an additional 113,748 shares during the period. TD Waterhouse Canada […]

Vontobel Holding Ltd. trimmed its position in Tenable Holdings, Inc. (NASDAQ:TENB – Free Report) by 6.1% during the third quarter, Holdings Channel reports. The institutional investor owned 396,892 shares of the company’s stock after selling 25,764 shares during the quarter. Vontobel Holding Ltd.’s holdings in Tenable were worth $14,443,000 at the end of the most […]

TD Waterhouse Canada Inc. raised its position in shares of MDA Space Ltd. (NYSE:MDA – Free Report) by 37.9% in the third quarter, Holdings Channel.com reports. The fund owned 992,507 shares of the company’s stock after buying an additional 272,974 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in MDA Space were worth $28,630,000 […]

TD Waterhouse Canada Inc. increased its stake in General Dynamics Corporation (NYSE:GD – Free Report) by 3.2% in the 3rd quarter, Holdings Channel.com reports. The firm owned 116,323 shares of the aerospace company’s stock after buying an additional 3,655 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in General Dynamics were worth $38,737,000 as […]

Howard Capital Management LLC bought a new position in Newmont Corporation (NYSE:NEM – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 7,937 shares of the basic materials company’s stock, valued at approximately $915,000. Several other large investors have also added to […]

Bay Capital Advisors LLC reduced its stake in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 79.5% during the 3rd quarter, HoldingsChannel reports. The firm owned 9,449 shares of the company’s stock after selling 36,580 shares during the quarter. Bay Capital Advisors LLC’s holdings in Vanguard Long-Term Bond ETF were worth $593,000 […]

Krilogy Financial LLC bought a new stake in Caris Life Sciences, Inc. (NASDAQ:CAI – Free Report) in the third quarter, HoldingsChannel.com reports. The institutional investor bought 25,126 shares of the company’s stock, valued at approximately $746,000. Several other institutional investors also recently bought and sold shares of CAI. NorthCrest Asset Manangement LLC bought a new […]

Vontobel Holding Ltd. raised its stake in Cummins Inc. (NYSE:CMI – Free Report) by 1,436.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 584,674 shares of the company’s stock after acquiring an additional 546,613 shares during the period. Cummins accounts […]

Counterpoint Mutual Funds LLC bought a new position in shares of Transocean Ltd. (NYSE:RIG – Free Report) in the 3rd quarter, HoldingsChannel reports. The fund bought 1,739,000 shares of the offshore drilling services provider’s stock, valued at approximately $9,112,000. Other hedge funds also recently bought and sold shares of the company. EverSource Wealth Advisors LLC […]

Howard Capital Management LLC purchased a new stake in Astera Labs, Inc. (NASDAQ:ALAB – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 3,123 shares of the company’s stock, valued at approximately $1,112,000. Other large investors have also modified […]

ShoreHaven Wealth Partners LLC bought a new position in iShares MBS ETF (NASDAQ:MBB – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The fund bought 24,342 shares of the company’s stock, valued at approximately $2,182,000. A number of other institutional investors and hedge funds have also bought and sold shares of MBB. Global Financial Private […]

State of Alaska Department of Revenue acquired a new stake in shares of Ferguson plc (NYSE:FERG – Free Report) in the third quarter, Holdings Channel reports. The firm acquired 18,325 shares of the company’s stock, valued at approximately $4,079,000. Several other large investors also recently added to or reduced their stakes in FERG. Jupiter Topco […]

IFP Advisors Inc trimmed its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 2.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 70,833 shares of the company’s stock after selling 1,948 shares during the period. IFP Advisors […]

Osbon Capital Management LLC bought a new stake in Microsoft Corporation (NASDAQ:MSFT – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 3,550 shares of the software giant’s stock, valued at approximately $1,324,000. Microsoft accounts for approximately 1.0% […]

TD Waterhouse Canada Inc. lowered its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 15.9% during the third quarter, HoldingsChannel reports. The firm owned 122,908 shares of the investment management company’s stock after selling 23,296 shares during the period. TD Waterhouse Canada Inc.’s holdings in The Goldman Sachs Group were worth […]

PineStone Asset Management Inc. trimmed its holdings in Otis Worldwide Corporation (NYSE:OTIS – Free Report) by 5.7% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 4,044,954 shares of the company’s stock after selling 245,500 shares during the quarter. Otis Worldwide comprises approximately 1.7% of PineStone Asset […]

Howard Capital Management LLC lessened its holdings in shares of Hewlett Packard Enterprise Company (NYSE:HPE – Free Report) by 96.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,650 shares of the technology company’s stock after selling 238,561 shares during the period. […]

Accenture (NYSE:ACN – Free Report) had its price target raised by TD Cowen from $193.00 to $201.00 in a report released on Thursday,Benzinga reports. TD Cowen currently has a hold rating on the information technology services provider’s stock. A number of other brokerages have also recently issued reports on ACN. Citigroup increased their price objective […]

PineStone Asset Management Inc. cut its position in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 6.4% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,368,699 shares of the company’s stock after selling 94,100 shares during the quarter. Colgate-Palmolive comprises 0.8% of […]

USA Financial Formulas acquired a new position in Keysight Technologies Inc. (NYSE:KEYS – Free Report) during the 3rd quarter, HoldingsChannel.com reports. The firm acquired 2,311 shares of the scientific and technical instruments company’s stock, valued at approximately $841,000. Several other large investors have also recently modified their holdings of KEYS. Railway Pension Investments Ltd purchased […]

Vontobel Holding Ltd. bought a new position in shares of Builders FirstSource, Inc. (NYSE:BLDR – Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 100,708 shares of the company’s stock, valued at approximately $5,741,000. Vontobel Holding Ltd. owned 0.09% of Builders FirstSource […]

Robertson Stephens Wealth Management LLC increased its position in The Boeing Company (NYSE:BA – Free Report) by 16.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 19,844 shares of the aircraft producer’s stock after purchasing an additional 2,785 shares during the […]

SummerHaven Investment Management LLC bought a new stake in shares of NB Bancorp, Inc. (NASDAQ:NBBK – Free Report) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 49,226 shares of the company’s stock, valued at approximately $1,089,000. SummerHaven Investment Management LLC owned approximately […]

TD Waterhouse Canada Inc. boosted its holdings in Align Technology, Inc. (NASDAQ:ALGN – Free Report) by 42,423.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 550,253 shares of the medical equipment provider’s stock after buying an additional 548,959 shares during the period. TD […]

Howard Capital Management LLC cut its stake in shares of Citigroup Inc. (NYSE:C – Free Report) by 85.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 12,569 shares of the company’s stock after selling 73,829 shares during the period. Howard Capital Management […]

Vontobel Holding Ltd. cut its position in shares of PriceSmart, Inc. (NASDAQ:PSMT – Free Report) by 28.5% in the third quarter, Holdings Channel.com reports. The institutional investor owned 60,113 shares of the company’s stock after selling 23,965 shares during the period. Vontobel Holding Ltd.’s holdings in PriceSmart were worth $10,166,000 at the end of the […]