MONECO Advisors LLC lifted its holdings in Chevron Co. (NYSE:CVX – Free Report) by 9.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 20,516 shares of the oil and gas company’s stock after buying an additional 1,724 […]

Callan Capital LLC lessened its stake in shares of Shell plc (NYSE:SHEL – Free Report) by 26.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,730 shares of the energy company’s stock after selling 2,057 shares during the quarter. Callan Capital LLC’s holdings […]

Bell Bank grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 10.4% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 202,500 shares of the network equipment provider’s stock after buying an additional 18,993 shares during the quarter. Cisco Systems accounts for approximately 0.9% of […]

Sanctuary Advisors LLC grew its stake in Garmin Ltd. (NYSE:GRMN – Free Report) by 22.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,510 shares of the scientific and technical instruments company’s stock after purchasing an additional 1,931 shares during the quarter. […]

Kintegral Advisory LLC trimmed its position in shares of Stryker Co. (NYSE:SYK – Free Report) by 4.4% during the 4th quarter, Holdings Channel reports. The fund owned 3,065 shares of the medical technology company’s stock after selling 142 shares during the period. Kintegral Advisory LLC’s holdings in Stryker were worth $1,106,000 at the end of […]

Ieq Capital LLC boosted its position in shares of Equifax Inc. (NYSE:EFX – Free Report) by 69.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,698 shares of the credit services provider’s stock after buying an additional 4,778 shares during the quarter. Ieq […]

Callan Capital LLC lowered its stake in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 5.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,827 shares of the company’s stock after selling 174 shares during the period. Callan […]

Callan Capital LLC trimmed its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 27.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,513 shares of the exchange traded fund’s stock after selling 959 shares during the period. Callan Capital […]

Kintegral Advisory LLC lessened its holdings in shares of Truist Financial Co. (NYSE:TFC – Free Report) by 4.5% during the 4th quarter, HoldingsChannel reports. The fund owned 38,486 shares of the insurance provider’s stock after selling 1,793 shares during the period. Kintegral Advisory LLC’s holdings in Truist Financial were worth $1,670,000 as of its most […]

Olympiad Research LP trimmed its stake in shares of Amedisys, Inc. (NASDAQ:AMED – Free Report) by 72.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,865 shares of the health services provider’s stock after selling 15,077 shares during the period. […]

Olympiad Research LP reduced its position in shares of Nova Ltd. (NASDAQ:NVMI – Free Report) by 45.1% in the 4th quarter, HoldingsChannel.com reports. The firm owned 1,627 shares of the semiconductor company’s stock after selling 1,335 shares during the quarter. Olympiad Research LP’s holdings in Nova were worth $320,000 at the end of the most […]

Kentucky Retirement Systems lowered its holdings in shares of Exelon Co. (NASDAQ:EXC – Free Report) by 1.4% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 68,719 shares of the company’s stock after selling 946 shares during the period. Kentucky Retirement Systems’ holdings in Exelon […]

Sanctuary Advisors LLC grew its stake in W. P. Carey Inc. (NYSE:WPC – Free Report) by 25.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 44,618 shares of the real estate investment trust’s stock after purchasing an additional 9,036 shares during […]

CIBC Asset Management Inc lifted its holdings in Fox Co. (NASDAQ:FOX – Free Report) by 4.6% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 23,415 shares of the company’s stock after purchasing an additional 1,034 shares during the quarter. CIBC Asset Management Inc’s […]

Olympiad Research LP bought a new position in shares of Wingstop Inc. (NASDAQ:WING – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 1,399 shares of the restaurant operator’s stock, valued at approximately $398,000. A number of other […]

Sanctuary Advisors LLC raised its position in shares of Brookfield Co. (NYSE:BN – Free Report) by 8.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 43,674 shares of the company’s stock after purchasing an additional 3,514 shares during the period. Sanctuary […]

Ieq Capital LLC decreased its position in Edwards Lifesciences Co. (NYSE:EW – Free Report) by 18.3% during the 4th quarter, Holdings Channel.com reports. The fund owned 46,161 shares of the medical research company’s stock after selling 10,346 shares during the quarter. Ieq Capital LLC’s holdings in Edwards Lifesciences were worth $3,417,000 at the end of […]

Kintegral Advisory LLC lessened its stake in PPG Industries, Inc. (NYSE:PPG – Free Report) by 4.5% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 5,706 shares of the specialty chemicals company’s stock after selling 266 shares during the quarter. Kintegral Advisory LLC’s holdings in PPG Industries were worth $682,000 as of its most […]

Sanctuary Advisors LLC trimmed its position in shares of Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 19.0% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,378 shares of the aerospace company’s stock after selling 5,266 shares during the quarter. Sanctuary Advisors LLC’s holdings […]

Sanctuary Advisors LLC boosted its stake in Genuine Parts (NYSE:GPC – Free Report) by 19.6% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 26,483 shares of the specialty retailer’s stock after buying an additional 4,334 shares during the quarter. Sanctuary Advisors LLC’s holdings in […]

Prentice Wealth Management LLC increased its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 10.4% during the 4th quarter, Holdings Channel reports. The fund owned 1,205 shares of the industrial products company’s stock after acquiring an additional 114 shares during the period. Prentice Wealth Management LLC’s holdings in Caterpillar were worth $437,000 […]

Integral Investment Advisors Inc. raised its stake in Walmart Inc. (NYSE:WMT – Free Report) by 6.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,132 shares of the retailer’s stock after acquiring an additional 777 shares during the quarter. Integral Investment Advisors […]

Olympiad Research LP cut its stake in shares of HashiCorp, Inc. (NASDAQ:HCP – Free Report) by 50.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 29,283 shares of the company’s stock after selling 30,401 shares during the quarter. HashiCorp accounts […]

Callan Capital LLC raised its holdings in Barclays PLC (NYSE:BCS) by 5.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,930 shares of the financial services provider’s stock after purchasing an additional 1,013 shares during the quarter. Callan Capital LLC’s holdings in Barclays […]

Global Retirement Partners LLC increased its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 15.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 83,091 shares of the information services provider’s stock after buying an additional 10,960 shares during the […]

Centricity Wealth Management LLC bought a new position in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) during the 4th quarter, HoldingsChannel reports. The firm bought 77 shares of the information technology services provider’s stock, valued at approximately $82,000. A number of other large investors have also recently made changes to their positions in NOW. […]

Elite Wealth Management Inc. reduced its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,755 shares of the exchange traded fund’s stock after selling 726 shares during the quarter. […]

Forvis Mazars Wealth Advisors LLC reduced its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 1.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 46,981 shares of the energy producer’s stock after selling 645 shares during the period. Forvis Mazars Wealth Advisors LLC’s holdings in ConocoPhillips were worth $4,659,000 as of […]

Sigma Planning Corp grew its position in Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 32.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 51,724 shares of the exchange traded fund’s stock after acquiring an additional 12,700 shares during the […]

Panview Capital Ltd bought a new position in shares of PDD Holdings Inc. (NASDAQ:PDD – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 230,700 shares of the company’s stock, valued at approximately $22,376,000. PDD makes up about 4.8% of Panview […]

Sigma Planning Corp boosted its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 135.3% during the 4th quarter, Holdings Channel.com reports. The firm owned 26,191 shares of the network technology company’s stock after purchasing an additional 15,058 shares during the quarter. Sigma Planning Corp’s holdings in Palo Alto Networks were […]

CIBC Asset Management Inc boosted its position in Invesco Ltd. (NYSE:IVZ – Free Report) by 1.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 64,188 shares of the asset manager’s stock after buying an additional 1,224 shares during the […]

CIBC Asset Management Inc boosted its stake in shares of Generac Holdings Inc. (NYSE:GNRC – Free Report) by 1.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,520 shares of the technology company’s stock after buying an additional […]

Kentucky Retirement Systems reduced its position in Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 1.4% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 44,066 shares of the transportation company’s stock after selling 607 shares during the […]

Sigma Planning Corp boosted its stake in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 0.3% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 10,049 shares of the aerospace company’s stock after buying an additional 35 shares during the period. Sigma Planning Corp’s holdings […]

Transcend Capital Advisors LLC trimmed its holdings in Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 15.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,425 shares of the financial services provider’s stock after selling 255 shares during the quarter. Transcend Capital Advisors […]

Financial Consulate Inc. acquired a new position in Alphabet Inc. (NASDAQ:GOOG – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 9,027 shares of the information services provider’s stock, valued at approximately $1,719,000. Alphabet comprises about 0.5% of Financial Consulate […]

MONECO Advisors LLC cut its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 7.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 24,530 shares of the company’s stock after selling 1,942 shares during the quarter. MONECO Advisors LLC’s holdings […]

Transcend Capital Advisors LLC increased its stake in shares of Synopsys, Inc. (NASDAQ:SNPS – Free Report) by 7.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,798 shares of the semiconductor company’s stock after buying an additional 124 shares during the […]

Venturi Wealth Management LLC increased its stake in shares of Newell Brands Inc. (NASDAQ:NWL – Free Report) by 30.5% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 11,940 shares of the company’s stock after purchasing an additional 2,794 shares during the […]

WESPAC Advisors LLC grew its holdings in Rithm Capital Corp. (NYSE:RITM – Free Report) by 23.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 104,553 shares of the real estate investment trust’s stock after buying an additional 20,167 shares during the quarter. […]

Olympiad Research LP cut its holdings in shares of The Allstate Co. (NYSE:ALL – Free Report) by 17.3% during the 4th quarter, Holdings Channel reports. The institutional investor owned 1,535 shares of the insurance provider’s stock after selling 320 shares during the quarter. Olympiad Research LP’s holdings in Allstate were worth $296,000 at the end […]

Transcend Capital Advisors LLC raised its holdings in shares of Lockheed Martin Co. (NYSE:LMT – Free Report) by 6.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,719 shares of the aerospace company’s stock after purchasing an additional 98 shares during the […]

Callan Capital LLC boosted its stake in shares of Yum China Holdings, Inc. (NYSE:YUMC – Free Report) by 4.0% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,535 shares of the company’s stock after purchasing an additional 331 shares during the quarter. Callan Capital […]

Centricity Wealth Management LLC acquired a new position in Colgate-Palmolive (NYSE:CL – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 300 shares of the company’s stock, valued at approximately $27,000. Other institutional investors have also recently modified their holdings of the […]

MONECO Advisors LLC lifted its holdings in shares of Pacer US Cash Cows 100 ETF (BATS:COWZ – Free Report) by 51.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 320,794 shares of the company’s stock after buying an additional 108,483 […]

Sanctuary Advisors LLC raised its holdings in shares of Extra Space Storage Inc. (NYSE:EXR – Free Report) by 7.1% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 19,790 shares of the real estate investment trust’s stock after purchasing an additional […]

Sanctuary Advisors LLC trimmed its position in Sirius XM Holdings Inc. (NASDAQ:SIRI – Free Report) by 9.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 111,003 shares of the company’s stock after selling 11,445 shares during the quarter. Sanctuary Advisors LLC’s holdings in […]

Wolverine Asset Management LLC bought a new stake in shares of Vital Energy, Inc. (NYSE:VTLE – Free Report) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 41,773 shares of the company’s stock, valued at approximately $1,292,000. A number of other institutional investors have also added to or reduced their stakes in the company. […]

Semus Wealth Partners LLC increased its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 6.4% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 18,809 shares of the information services provider’s stock after purchasing an additional 1,127 shares during the quarter. […]