Rational Advisors Inc. reduced its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 41.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 1,847 shares of the company’s stock after selling 1,318 shares during the quarter. Rational Advisors Inc.’s holdings in AbbVie were worth […]

Allworth Financial LP cut its stake in Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 1.4% during the first quarter, HoldingsChannel reports. The institutional investor owned 68,618 shares of the pipeline company’s stock after selling 986 shares during the quarter. Allworth Financial LP’s holdings in Enbridge were worth $3,181,000 at the end of the most […]

IFC Advisors LLC decreased its holdings in BlackRock (NYSE:BLK – Free Report) by 10.9% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 838 shares of the asset manager’s stock after selling 102 shares during the period. IFC Advisors LLC’s holdings in BlackRock were […]

Xponance Inc. cut its position in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 2.8% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 643,992 shares of the chip maker’s stock after selling 18,673 shares during the quarter. Xponance Inc.’s holdings in Intel […]

Alps Advisors Inc. reduced its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 2.7% in the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 22,890 shares of the asset manager’s stock after selling 645 shares during the quarter. Alps Advisors […]

IFC Advisors LLC cut its holdings in shares of Aon plc (NYSE:AON – Free Report) by 9.1% in the first quarter, HoldingsChannel reports. The fund owned 1,168 shares of the financial services provider’s stock after selling 117 shares during the quarter. IFC Advisors LLC’s holdings in AON were worth $466,000 as of its most recent […]

Mathes Company Inc. trimmed its position in shares of GE Vernova Inc. (NYSE:GEV – Free Report) by 19.7% during the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 18,212 shares of the company’s stock after selling 4,470 shares during the period. GE Vernova […]

SkyOak Wealth LLC reduced its stake in shares of Unilever PLC (NYSE:UL – Free Report) by 1.3% in the 1st quarter, Holdings Channel reports. The fund owned 41,114 shares of the company’s stock after selling 527 shares during the period. SkyOak Wealth LLC’s holdings in Unilever were worth $2,448,000 as of its most recent filing […]

SkyOak Wealth LLC increased its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 8.8% during the 1st quarter, HoldingsChannel.com reports. The firm owned 1,101 shares of the industrial products company’s stock after purchasing an additional 89 shares during the period. SkyOak Wealth LLC’s holdings in Caterpillar were worth $363,000 as of its […]

IFC Advisors LLC purchased a new position in shares of CrowdStrike (NASDAQ:CRWD – Free Report) in the first quarter, HoldingsChannel reports. The fund purchased 952 shares of the company’s stock, valued at approximately $336,000. Other hedge funds and other institutional investors have also modified their holdings of the company. FSA Wealth Management LLC grew its […]

Focused Wealth Management Inc trimmed its position in shares of 3M Company (NYSE:MMM – Free Report) by 0.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,313 shares of the conglomerate’s stock after selling 76 shares during the quarter. Focused Wealth Management […]

IFC Advisors LLC reduced its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 2.4% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 5,718 shares of the home improvement retailer’s stock after selling 139 shares during the quarter. IFC […]

Applied Capital LLC FL lifted its stake in shares of Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 1.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 32,380 shares of the pipeline company’s stock after purchasing an additional 453 shares during the quarter. […]

SkyOak Wealth LLC boosted its stake in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 10.9% in the first quarter, Holdings Channel reports. The fund owned 7,315 shares of the electric vehicle producer’s stock after purchasing an additional 718 shares during the period. SkyOak Wealth LLC’s holdings in Tesla were worth $1,896,000 as of […]

Fort Sheridan Advisors LLC raised its stake in shares of Morgan Stanley (NYSE:MS – Free Report) by 2.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 5,256 shares of the financial services provider’s stock after acquiring an additional 114 shares during the quarter. Fort […]

Mathes Company Inc. cut its position in shares of KLA Corporation (NASDAQ:KLAC – Free Report) by 6.8% during the 1st quarter, Holdings Channel reports. The firm owned 5,748 shares of the semiconductor company’s stock after selling 417 shares during the quarter. KLA makes up approximately 1.6% of Mathes Company Inc.’s holdings, making the stock its […]

Country Club Bank grew its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 4.7% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 3,285 shares of the exchange traded fund’s stock after acquiring an additional 146 shares during the quarter. Country Club […]

IFC Advisors LLC boosted its stake in shares of ConocoPhillips (NYSE:COP – Free Report) by 9.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 38,560 shares of the energy producer’s stock after purchasing an additional 3,274 shares […]

PYA Waltman Capital LLC reduced its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 8.1% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 14,272 shares of the oil and gas company’s stock after selling 1,255 shares during the quarter. PYA […]

Callahan Advisors LLC boosted its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 15.8% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 967 shares of the electric vehicle producer’s stock after purchasing an additional 132 shares during the period. Callahan Advisors LLC’s […]

IFC Advisors LLC decreased its holdings in shares of Eaton Corporation, PLC (NYSE:ETN – Free Report) by 5.2% during the first quarter, HoldingsChannel reports. The fund owned 3,015 shares of the industrial products company’s stock after selling 166 shares during the quarter. IFC Advisors LLC’s holdings in Eaton were worth $820,000 as of its most […]

Fort Sheridan Advisors LLC increased its position in BlackRock (NYSE:BLK – Free Report) by 13.1% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 681 shares of the asset manager’s stock after acquiring an additional 79 shares during the quarter. Fort Sheridan Advisors LLC’s holdings […]

Xponance Inc. raised its stake in shares of W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 3.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,989 shares of the industrial products company’s stock after purchasing an additional 302 shares during […]

SkyOak Wealth LLC boosted its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 5.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 6,107 shares of the company’s stock after acquiring an additional 300 shares during the quarter. SkyOak Wealth LLC’s […]

Northwest Capital Management Inc trimmed its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 24.0% during the first quarter, HoldingsChannel reports. The institutional investor owned 1,472 shares of the electric vehicle producer’s stock after selling 466 shares during the quarter. Northwest Capital Management Inc’s holdings in Tesla were worth $382,000 at the […]

Riversedge Advisors LLC bought a new stake in Oracle Corporation (NYSE:ORCL – Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 1,446 shares of the enterprise software provider’s stock, valued at approximately $202,000. Several other hedge funds have also […]

Nikulski Financial Inc. grew its stake in KLA Corporation (NASDAQ:KLAC – Free Report) by 3.4% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 554 shares of the semiconductor company’s stock after purchasing an additional 18 shares during the period. Nikulski […]

Nikulski Financial Inc. reduced its stake in Mastercard Incorporated (NYSE:MA – Free Report) by 1.7% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,642 shares of the credit services provider’s stock after selling 62 shares during the period. Nikulski Financial Inc.’s holdings […]

Mathes Company Inc. acquired a new position in shares of Okta, Inc. (NASDAQ:OKTA – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 41,640 shares of the company’s stock, valued at approximately $4,381,000. Okta comprises 1.8% of Mathes Company Inc.’s investment portfolio, […]

Realta Investment Advisors decreased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 19,862 shares of the semiconductor manufacturer’s stock after selling 778 shares during the period. Broadcom accounts […]

Berbice Capital Management LLC lifted its holdings in Vistra Corp. (NYSE:VST – Free Report) by 22.2% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,100 shares of the company’s stock after purchasing an additional 200 shares during the quarter. Berbice Capital Management […]

FUKOKU MUTUAL LIFE INSURANCE Co trimmed its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 1.4% during the first quarter, Holdings Channel reports. The firm owned 3,479 shares of the information technology services provider’s stock after selling 50 shares during the quarter. FUKOKU MUTUAL LIFE INSURANCE Co’s holdings in Accenture were worth […]

Fidelis Capital Partners LLC trimmed its position in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 2.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 541 shares of the industrial products company’s stock after selling 12 shares during the period. Fidelis […]

IFC Advisors LLC bought a new position in shares of Copart, Inc. (NASDAQ:CPRT – Free Report) during the 1st quarter, Holdings Channel.com reports. The firm bought 4,575 shares of the business services provider’s stock, valued at approximately $259,000. Other hedge funds have also recently bought and sold shares of the company. Sandy Spring Bank increased […]

Rational Advisors Inc. lowered its stake in shares of Vistra Corp. (NYSE:VST – Free Report) by 61.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 723 shares of the company’s stock after selling 1,151 shares during the period. Rational […]

Axxcess Wealth Management LLC bought a new stake in shares of Welltower Inc. (NYSE:WELL – Free Report) in the 1st quarter, according to its most recent filing with the SEC. The institutional investor bought 6,564 shares of the real estate investment trust’s stock, valued at approximately $1,006,000. Several other large investors have also recently bought […]

SkyOak Wealth LLC boosted its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 0.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,728 shares of the fast-food giant’s stock after purchasing an additional 56 shares […]

Acorn Wealth Advisors LLC lowered its holdings in shares of Ford Motor Company (NYSE:F – Free Report) by 21.0% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 30,673 shares of the auto manufacturer’s stock after selling 8,152 shares during the period. Acorn Wealth Advisors LLC’s holdings in […]

PYA Waltman Capital LLC grew its position in Amgen Inc. (NASDAQ:AMGN – Free Report) by 3.9% in the first quarter, HoldingsChannel.com reports. The firm owned 11,349 shares of the medical research company’s stock after acquiring an additional 422 shares during the period. Amgen accounts for approximately 1.1% of PYA Waltman Capital LLC’s investment portfolio, making […]

Mathes Company Inc. decreased its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 3.8% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 8,554 shares of the credit services provider’s stock after selling 340 shares during the period. Mastercard comprises approximately […]

Allworth Financial LP grew its stake in shares of Delta Air Lines, Inc. (NYSE:DAL – Free Report) by 0.7% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 95,459 shares of the transportation company’s stock after acquiring an additional 680 shares […]

Riversedge Advisors LLC lifted its holdings in SAP SE (NYSE:SAP – Free Report) by 25.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,432 shares of the software maker’s stock after acquiring an additional 287 shares during the quarter. Riversedge Advisors LLC’s […]

Alps Advisors Inc. reduced its stake in shares of CyberArk Software Ltd. (NASDAQ:CYBR – Free Report) by 6.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,909 shares of the technology company’s stock after selling 584 shares during the quarter. Alps Advisors […]

Nikulski Financial Inc. boosted its position in The Home Depot, Inc. (NYSE:HD – Free Report) by 2.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,584 shares of the home improvement retailer’s stock after purchasing an additional 208 shares during the […]

Nikulski Financial Inc. grew its position in shares of Salesforce Inc. (NYSE:CRM – Free Report) by 2.1% in the 1st quarter, HoldingsChannel reports. The fund owned 9,945 shares of the CRM provider’s stock after buying an additional 200 shares during the period. Nikulski Financial Inc.’s holdings in Salesforce were worth $2,669,000 as of its most […]

Cerity Partners LLC lifted its holdings in shares of Cintas Corporation (NASDAQ:CTAS – Free Report) by 2.7% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 189,125 shares of the business services provider’s stock after buying an additional 5,016 shares during the […]

Diversify Wealth Management LLC lifted its position in shares of Aon plc (NYSE:AON – Free Report) by 190.0% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,030 shares of the financial services provider’s stock after acquiring an additional 1,985 shares during […]

Coyle Financial Counsel LLC increased its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 6.4% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,681 shares of the semiconductor manufacturer’s stock after acquiring an additional 101 shares during the period. Coyle Financial Counsel LLC’s holdings […]

Country Club Bank lifted its holdings in shares of Comcast Corporation (NASDAQ:CMCSA – Free Report) by 2.4% during the 1st quarter, Holdings Channel.com reports. The fund owned 21,598 shares of the cable giant’s stock after buying an additional 500 shares during the period. Country Club Bank’s holdings in Comcast were worth $791,000 as of its […]

Fort Sheridan Advisors LLC grew its stake in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.9% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,236 shares of the home improvement retailer’s stock after buying an additional 63 shares during the […]