Cwm LLC grew its stake in shares of IBEX Limited (NASDAQ:IBEX – Free Report) by 392.7% during the first quarter, according to the company in its most recent disclosure with the SEC. The fund owned 2,853 shares of the company’s stock after buying an additional 2,274 shares during the quarter. Cwm LLC’s holdings in IBEX […]

Davis R M Inc. trimmed its position in shares of Duke Energy Corporation (NYSE:DUK – Free Report) by 3.7% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,610 shares of the utilities provider’s stock after selling 176 shares during the […]

LPL Financial LLC lowered its holdings in Target Corporation (NYSE:TGT – Free Report) by 18.9% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 601,560 shares of the retailer’s stock after selling 139,946 shares during the period. LPL Financial LLC’s holdings in Target […]

Vestcor Inc cut its stake in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 12.3% during the 1st quarter, Holdings Channel.com reports. The firm owned 34,261 shares of the utilities provider’s stock after selling 4,822 shares during the quarter. Vestcor Inc’s holdings in Dominion Energy were worth $1,921,000 as of its most recent […]

Commerce Bank lowered its position in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 3.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 414,823 shares of the healthcare product maker’s stock after selling 13,764 shares during the quarter. Commerce Bank’s […]

Cwm LLC grew its position in shares of iHeartMedia, Inc. (NASDAQ:IHRT – Free Report) by 293.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 47,378 shares of the company’s stock after buying an additional 35,323 shares during the quarter. Cwm LLC’s holdings […]

Momentous Wealth Management Inc. increased its stake in Visa Inc. (NYSE:V – Free Report) by 3.2% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,171 shares of the credit-card processor’s stock after acquiring an additional 36 shares during the period. […]

one8zero8 LLC cut its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 17.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,198 shares of the social networking company’s stock after selling 262 shares during the quarter. one8zero8 LLC’s […]

Commerce Bank boosted its holdings in Union Pacific Corporation (NYSE:UNP – Free Report) by 0.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 484,965 shares of the railroad operator’s stock after purchasing an additional 1,195 shares during the period. Union Pacific makes […]

Headland Capital LLC raised its holdings in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 6.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 751 shares of the industrial products company’s stock after acquiring an additional 45 shares during the period. Headland Capital LLC’s holdings in Eaton were worth $204,000 as of its […]

Davis R M Inc. grew its position in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 35.3% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,223 shares of the aerospace company’s stock after purchasing an additional 580 shares during […]

Castellan Group raised its position in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 115.7% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,474 shares of the industrial products company’s stock after purchasing an additional 8,838 shares during the […]

First National Trust Co lessened its stake in shares of GE Aerospace (NYSE:GE – Free Report) by 19.8% 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 3,273 shares of the company’s stock after selling 806 shares during the […]

Eastern Bank increased its position in shares of Dominion Energy Inc. (NYSE:D – Free Report) by 6.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 9,502 shares of the utilities provider’s stock after buying an additional 600 shares during the period. Eastern Bank’s holdings […]

Davis R M Inc. lifted its stake in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 1.0% in the first quarter, according to its most recent filing with the SEC. The fund owned 58,704 shares of the cable giant’s stock after acquiring an additional 602 shares during the period. Davis R M Inc.’s holdings […]

Lyell Wealth Management LP cut its holdings in Eaton Corporation, PLC (NYSE:ETN – Free Report) by 14.6% in the first quarter, Holdings Channel reports. The institutional investor owned 945 shares of the industrial products company’s stock after selling 162 shares during the quarter. Lyell Wealth Management LP’s holdings in Eaton were worth $257,000 at the […]

EagleClaw Capital Managment LLC lowered its holdings in BlackRock (NYSE:BLK – Free Report) by 9.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 400 shares of the asset manager’s stock after selling 40 shares during the quarter. EagleClaw Capital […]

Commerce Bank increased its position in Northrop Grumman Corporation (NYSE:NOC – Free Report) by 62.2% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 150,724 shares of the aerospace company’s stock after buying an additional 57,789 shares during the period. […]

Davis R M Inc. increased its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 7.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,539 shares of the industrial products company’s stock after purchasing an additional […]

Headland Capital LLC boosted its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 5.6% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 2,596 shares of the information services provider’s stock after purchasing an additional 137 shares during the period. […]

Nicolet Advisory Services LLC increased its stake in GE Aerospace (NYSE:GE – Free Report) by 3.2% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 4,975 shares of the company’s stock after buying an additional 154 shares during the period. Nicolet Advisory Services LLC’s holdings […]

Mackenzie Financial Corp lifted its stake in shares of State Street Corporation (NYSE:STT – Free Report) by 2.1% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 123,247 shares of the asset manager’s stock after purchasing an additional 2,521 shares during […]

MGO One Seven LLC grew its stake in shares of Booking Holdings Inc. (NASDAQ:BKNG – Free Report) by 16.1% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 706 shares of the business services provider’s stock after acquiring an additional 98 […]

Natixis Advisors LLC cut its stake in shares of Simon Property Group, Inc. (NYSE:SPG – Free Report) by 0.5% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 196,221 shares of the real estate investment trust’s stock after selling 1,027 shares during the […]

Nemes Rush Group LLC reduced its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 0.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,896 shares of the social networking company’s stock after selling 230 shares during […]

Castellan Group raised its stake in shares of Snap-On Incorporated (NYSE:SNA – Free Report) by 110.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,378 shares of the company’s stock after purchasing an additional 8,614 shares during the quarter. Snap-On accounts for 1.5% […]

Natixis Advisors LLC boosted its position in shares of PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 2.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 536,785 shares of the credit services provider’s stock after buying an additional 10,362 shares during […]

Howland Capital Management LLC cut its holdings in Pfizer Inc. (NYSE:PFE – Free Report) by 22.7% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 48,283 shares of the biopharmaceutical company’s stock after selling 14,218 shares during the period. Howland Capital Management […]

NorthRock Partners LLC lowered its stake in PayPal Holdings, Inc. (NASDAQ:PYPL – Free Report) by 12.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,467 shares of the credit services provider’s stock after selling 1,157 shares during the quarter. NorthRock Partners LLC’s holdings […]

Hopwood Financial Services Inc. grew its holdings in Visa Inc. (NYSE:V – Free Report) by 9.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 535 shares of the credit-card processor’s stock after buying an additional 48 shares during the […]

Davis R M Inc. increased its stake in Truist Financial Corporation (NYSE:TFC – Free Report) by 38.1% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 8,335 shares of the insurance provider’s stock after purchasing an additional 2,299 shares during the quarter. Davis R M […]

Invictus Private Wealth LLC reduced its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 25.6% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 265 shares of the company’s stock after selling 91 shares during the quarter. Invictus […]

Whalen Wealth Management Inc. trimmed its holdings in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 65.5% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,587 shares of the software giant’s stock after selling 4,907 shares during the period. Whalen Wealth Management […]

Castellan Group bought a new stake in Abbott Laboratories (NYSE:ABT – Free Report) during the 1st quarter, HoldingsChannel reports. The fund bought 5,474 shares of the healthcare product maker’s stock, valued at approximately $726,000. Several other hedge funds and other institutional investors also recently made changes to their positions in ABT. Cim LLC lifted its […]

Natixis Advisors LLC lifted its position in Republic Services, Inc. (NYSE:RSG – Free Report) by 29.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 182,905 shares of the business services provider’s stock after acquiring an additional 41,141 shares […]

LPL Financial LLC lifted its position in Prudential Financial, Inc. (NYSE:PRU – Free Report) by 4.0% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 521,190 shares of the financial services provider’s stock after purchasing an additional 20,156 shares during the period. LPL Financial LLC’s holdings in Prudential […]

Baker Avenue Asset Management LP decreased its holdings in shares of GE Aerospace (NYSE:GE – Free Report) by 2.1% in the 1st quarter, Holdings Channel reports. The firm owned 102,125 shares of the company’s stock after selling 2,184 shares during the quarter. Baker Avenue Asset Management LP’s holdings in GE Aerospace were worth $20,440,000 as […]

Mackenzie Financial Corp grew its position in shares of Ross Stores, Inc. (NASDAQ:ROST – Free Report) by 19.8% in the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 68,676 shares of the apparel retailer’s stock after buying an additional 11,355 shares during the quarter. Mackenzie […]

Harbour Investments Inc. boosted its stake in Duke Energy Corporation (NYSE:DUK – Free Report) by 2.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 21,701 shares of the utilities provider’s stock after purchasing an additional 559 shares during the quarter. […]

Hartford Investment Management Co. reduced its stake in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 1.3% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 32,779 shares of the medical research company’s stock after selling 432 shares during the quarter. Hartford Investment […]

Banque Cantonale Vaudoise acquired a new position in shares of The Boeing Company (NYSE:BA – Free Report) in the 1st quarter, HoldingsChannel.com reports. The institutional investor acquired 4,000 shares of the aircraft producer’s stock, valued at approximately $682,000. Other large investors also recently modified their holdings of the company. American National Bank & Trust increased […]

Mackenzie Financial Corp lessened its holdings in shares of Chipotle Mexican Grill, Inc. (NYSE:CMG – Free Report) by 55.8% in the first quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 187,531 shares of the restaurant operator’s stock after selling 236,665 shares during the quarter. Mackenzie Financial […]

UNIVEST FINANCIAL Corp grew its holdings in shares of The Sherwin-Williams Company (NYSE:SHW – Free Report) by 0.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,532 shares of the specialty chemicals company’s stock after buying an additional 208 shares […]

MGO One Seven LLC grew its stake in Raymond James Financial, Inc. (NYSE:RJF – Free Report) by 6.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 18,225 shares of the financial services provider’s stock after purchasing an additional 1,057 shares during the period. […]

Sound View Wealth Advisors Group LLC lowered its stake in PPL Corporation (NYSE:PPL – Free Report) by 8.1% during the first quarter, HoldingsChannel reports. The firm owned 17,144 shares of the utilities provider’s stock after selling 1,503 shares during the period. Sound View Wealth Advisors Group LLC’s holdings in PPL were worth $619,000 at the […]

Baker Avenue Asset Management LP lifted its position in shares of Amphenol Corporation (NYSE:APH – Free Report) by 0.7% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 140,244 shares of the electronics maker’s stock after buying an additional 1,010 shares during the quarter. Baker […]

Prairie Wealth Advisors Inc. reduced its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 1.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 6,115 shares of the software giant’s stock after selling 108 shares during the period. Microsoft makes up approximately 1.1% of […]

Machina Capital S.A.S. purchased a new stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) during the first quarter, Holdings Channel reports. The institutional investor purchased 17,033 shares of the information services provider’s stock, valued at approximately $2,634,000. Other hedge funds have also modified their holdings of the company. Mystic Asset Management Inc. raised its holdings […]

UNIVEST FINANCIAL Corp lifted its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 22.8% during the 1st quarter, HoldingsChannel reports. The fund owned 25,726 shares of the information services provider’s stock after buying an additional 4,784 shares during the period. UNIVEST FINANCIAL Corp’s holdings in Alphabet were worth $4,019,000 as of its most recent […]

Hartford Investment Management Co. trimmed its holdings in The Walt Disney Company (NYSE:DIS – Free Report) by 1.5% in the first quarter, HoldingsChannel.com reports. The firm owned 110,292 shares of the entertainment giant’s stock after selling 1,636 shares during the quarter. Hartford Investment Management Co.’s holdings in Walt Disney were worth $10,886,000 as of its […]