Turtle Creek Wealth Advisors LLC trimmed its holdings in Cigna Group (NYSE:CI – Free Report) by 15.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,108 shares of the health services provider’s stock after selling 3,337 shares during the quarter. Turtle Creek Wealth […]

U S Global Investors Inc. bought a new stake in Caterpillar Inc. (NYSE:CAT – Free Report) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 1,000 shares of the industrial products company’s stock, valued at approximately $573,000. Several other large investors have also modified their […]

Windward Capital Management Co. CA reduced its holdings in RTX Corporation (NYSE:RTX – Free Report) by 3.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 135,133 shares of the company’s stock after selling 4,929 shares during the quarter. RTX makes up approximately […]

OLD National Bancorp IN lowered its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 3.7% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 31,075 shares of the retailer’s stock after selling 1,200 shares during the quarter. OLD National Bancorp IN’s holdings in Costco Wholesale were worth $26,797,000 at the end of […]

Quent Long Short Global Small Cap Fund LP bought a new position in Caterpillar Inc. (NYSE:CAT – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 1,706 shares of the industrial products company’s stock, valued at approximately $977,000. Several […]

Turtle Creek Wealth Advisors LLC grew its position in RTX Corporation (NYSE:RTX – Free Report) by 13.5% during the fourth quarter, HoldingsChannel reports. The firm owned 30,967 shares of the company’s stock after buying an additional 3,673 shares during the period. Turtle Creek Wealth Advisors LLC’s holdings in RTX were worth $5,679,000 at the end […]

Hestia Capital Management LLC lifted its position in shares of Flowers Foods, Inc. (NYSE:FLO – Free Report) by 56.5% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 180,100 shares of the company’s stock after buying an additional 65,000 shares during the […]

OLD National Bancorp IN lowered its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 31.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 15,329 shares of the company’s stock after selling 6,931 shares during the quarter. OLD National Bancorp IN’s […]

Windward Capital Management Co. CA decreased its position in Salesforce Inc. (NYSE:CRM – Free Report) by 3.2% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 183,283 shares of the CRM provider’s stock after selling 6,072 shares during the period. Salesforce comprises 3.8% of Windward Capital Management […]

Spectrum Investment Advisors Inc. bought a new position in Oracle Corporation (NYSE:ORCL – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund bought 10,056 shares of the enterprise software provider’s stock, valued at approximately $1,960,000. Oracle accounts for about 1.0% of Spectrum Investment Advisors Inc.’s portfolio, making the stock its 15th biggest position. A […]

Windward Capital Management Co. CA acquired a new stake in Fiserv, Inc. (NASDAQ:FISV – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 195,936 shares of the business services provider’s stock, valued at approximately $13,161,000. Fiserv makes up 1.0% of Windward Capital […]

TKG Advisors LLC grew its holdings in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 89.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 22,721 shares of the company’s stock after acquiring an additional 10,702 shares during the period. TKG Advisors […]

Windward Capital Management Co. CA lessened its stake in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 6.3% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 63,298 shares of the utilities provider’s stock after selling 4,259 shares during the period. Windward Capital Management Co. CA’s holdings in Duke Energy were worth […]

Lebenthal Global Advisors LLC increased its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 36.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 41,038 shares of the company’s stock after purchasing an additional 11,030 shares during the period. Vanguard Total Stock Market ETF […]

Quent Long Short Global Small Cap Fund LP bought a new position in shares of Qualcomm Incorporated (NASDAQ:QCOM – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 4,817 shares of the wireless technology company’s stock, valued at approximately $824,000. […]

Turtle Creek Wealth Advisors LLC increased its stake in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 7.3% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 12,422 shares of the retailer’s stock after acquiring an additional 842 shares during the quarter. Turtle Creek […]

West Michigan Advisors LLC decreased its position in Lumentum Holdings Inc. (NASDAQ:LITE – Free Report) by 33.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,858 shares of the technology company’s stock after selling 945 shares during the period. West Michigan Advisors LLC’s holdings […]

Quent Long Short Global Small Cap Fund LP purchased a new position in shares of Capital One Financial Corporation (NYSE:COF) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 4,370 shares of the financial services provider’s stock, valued at approximately […]

Quent Long Short Global Small Cap Fund LP purchased a new position in Parker-Hannifin Corporation (NYSE:PH – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 1,013 shares of the industrial products company’s stock, valued at approximately $891,000. A number of other hedge funds […]

REDW Wealth LLC cut its position in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 3.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 73,652 shares of the company’s stock after selling 2,437 shares during the quarter. Vanguard Total Stock Market […]

Quent Long Short Global Small Cap Fund LP acquired a new position in shares of Mastercard Incorporated (NYSE:MA – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 4,617 shares of the credit services provider’s stock, valued at approximately $2,636,000. Other hedge funds and […]

Turtle Creek Wealth Advisors LLC boosted its stake in Merck & Co., Inc. (NYSE:MRK – Free Report) by 36.1% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 20,734 shares of the company’s stock after buying an additional 5,505 shares during […]

China Universal Asset Management Co. Ltd. raised its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 319.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 16,300 shares of the information technology services provider’s stock after purchasing an additional 12,412 shares during the period. China Universal Asset […]

Quent Long Short Global Small Cap Fund LP acquired a new position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) during the 4th quarter, Holdings Channel reports. The firm acquired 1,888 shares of the financial services provider’s stock, valued at approximately $926,000. Other large investors have also recently added to or reduced their […]

Lebenthal Global Advisors LLC decreased its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 31.8% during the fourth quarter, HoldingsChannel reports. The fund owned 51,955 shares of the company’s stock after selling 24,221 shares during the quarter. Lebenthal Global Advisors LLC’s holdings in Vanguard Total Bond Market ETF were […]

REDW Wealth LLC increased its stake in shares of T. Rowe Price Blue Chip Growth ETF (NYSEARCA:TCHP – Free Report) by 35.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 45,532 shares of the company’s stock after acquiring an additional 11,863 shares during the period. T. […]

Vanguard Total Stock Market ETF (NYSEARCA:VTI – Get Free Report) reached a new 52-week high during mid-day trading on Tuesday . The company traded as high as $351.74 and last traded at $349.17, with a volume of 1404163 shares changing hands. The stock had previously closed at $350.21. Vanguard Total Stock Market ETF Price Performance […]

Goldman Sachs JUST U.S. Large Cap Equity ETF (NYSEARCA:JUST – Get Free Report)’s stock price reached a new 52-week high during mid-day trading on Tuesday . The stock traded as high as $101.35 and last traded at $100.98, with a volume of 778 shares traded. The stock had previously closed at $100.95. Goldman Sachs JUST […]

Shares of FT Vest U.S. Equity Buffer ETF – August (BATS:FAUG – Get Free Report) reached a new 52-week high during mid-day trading on Thursday . The company traded as high as $54.75 and last traded at $54.75, with a volume of 14298 shares traded. The stock had previously closed at $54.71. FT Vest U.S. […]