Optas LLC reduced its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 50.4% during the 1st quarter, Holdings Channel.com reports. The firm owned 20,335 shares of the network equipment provider’s stock after selling 20,667 shares during the period. Optas LLC’s holdings in Cisco Systems were worth $1,578,000 at the end of […]

MQS Management LLC trimmed its stake in EMCOR Group, Inc. (NYSE:EME – Free Report) by 70.8% in the first quarter, HoldingsChannel.com reports. The fund owned 335 shares of the construction company’s stock after selling 811 shares during the quarter. MQS Management LLC’s holdings in EMCOR Group were worth $247,000 at the end of the most […]

Xcel Wealth Management LLC increased its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 4.0% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 45,987 shares of the information services provider’s stock after buying an additional 1,787 shares during […]

Turtle Creek Wealth Advisors LLC increased its holdings in shares of BlackRock (NYSE:BLK – Free Report) by 7.8% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,712 shares of the asset manager’s stock after buying an additional 1,210 shares […]

Y Intercept Hong Kong Ltd increased its holdings in shares of T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 16.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 49,458 shares of the Wireless communications provider’s stock after purchasing an additional 7,050 […]

Boston Trust Walden Corp decreased its stake in shares of Hubbell Inc (NYSE:HUBB – Free Report) by 4.2% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 327,969 shares of the industrial products company’s stock after selling 14,444 shares during the quarter. Hubbell accounts for 1.3% of Boston Trust Walden Corp’s portfolio, making the […]

Sterling Capital Management LLC cut its stake in CDW Corporation (NASDAQ:CDW – Free Report) by 64.0% during the 1st quarter, HoldingsChannel reports. The firm owned 4,228 shares of the information technology services provider’s stock after selling 7,523 shares during the quarter. Sterling Capital Management LLC’s holdings in CDW were worth $512,000 as of its most […]

Boston Trust Walden Corp lowered its position in TE Connectivity Ltd. (NYSE:TEL – Free Report) by 1.2% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 283,522 shares of the electronics maker’s stock after selling 3,422 shares during the quarter. Boston […]

Leonteq Securities AG increased its stake in Block, Inc. (NYSE:XYZ – Free Report) by 199.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 32,442 shares of the technology company’s stock after purchasing an additional 21,618 shares during the period. Leonteq Securities AG’s […]

Boston Trust Walden Corp increased its stake in shares of Snap-On Incorporated (NYSE:SNA – Free Report) by 3.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 226,007 shares of the company’s stock after purchasing an additional 8,254 shares during the period. Boston Trust Walden Corp’s holdings in Snap-On were worth $82,090,000 as of […]

Sierra Summit Advisors LLC reduced its stake in shares of Vertiv Holdings Co. (NYSE:VRT – Free Report) by 28.3% in the first quarter, HoldingsChannel.com reports. The firm owned 65,960 shares of the company’s stock after selling 25,972 shares during the period. Vertiv comprises about 2.4% of Sierra Summit Advisors LLC’s investment portfolio, making the stock […]

DSG Capital Advisors LLC bought a new position in Caterpillar Inc. (NYSE:CAT – Free Report) during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,730 shares of the industrial products company’s stock, valued at approximately $1,226,000. Other institutional investors […]

Y Intercept Hong Kong Ltd increased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 3,111.1% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,363 shares of the industrial products company’s stock after purchasing an additional 18,760 shares […]

Leonteq Securities AG lowered its stake in Bank of America Corporation (NYSE:BAC) by 9.0% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 182,007 shares of the financial services provider’s stock after selling 18,039 shares during the quarter. Leonteq Securities AG’s holdings in Bank of America were worth $8,873,000 as of its most recent […]

Y Intercept Hong Kong Ltd grew its stake in shares of Roblox Corporation (NYSE:RBLX – Free Report) by 45.1% in the first quarter, according to its most recent filing with the SEC. The fund owned 472,146 shares of the company’s stock after acquiring an additional 146,824 shares during the period. Roblox comprises about 0.5% of […]

Leonteq Securities AG decreased its holdings in Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 8.6% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,532 shares of the manufacturing equipment provider’s stock after selling 1,376 shares during the period. Leonteq Securities […]

Turtle Creek Wealth Advisors LLC raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 22.8% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 28,965 shares of the network equipment provider’s stock after acquiring an additional 5,373 shares during the period. Turtle Creek Wealth […]

Heritage Investors Management Corp decreased its position in Caterpillar Inc. (NYSE:CAT – Free Report) by 3.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 116,396 shares of the industrial products company’s stock after selling 4,171 shares during the period. […]

Boston Trust Walden Corp lowered its holdings in Cavco Industries, Inc. (NASDAQ:CVCO – Free Report) by 9.6% in the 1st quarter, Holdings Channel reports. The firm owned 139,783 shares of the construction company’s stock after selling 14,884 shares during the period. Boston Trust Walden Corp’s holdings in Cavco Industries were worth $67,696,000 as of its […]

Aaron Wealth Advisors LLC lessened its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 12.9% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 93,286 shares of the software giant’s stock after selling 13,791 shares during the period. Microsoft comprises approximately 2.0% of Aaron […]

Sierra Summit Advisors LLC decreased its position in shares of Lam Research Corporation (NASDAQ:LRCX – Free Report) by 30.0% in the first quarter, Holdings Channel reports. The fund owned 51,715 shares of the semiconductor company’s stock after selling 22,165 shares during the period. Lam Research accounts for 1.6% of Sierra Summit Advisors LLC’s investment portfolio, […]

Waterway Wealth Management LLC lifted its position in Amazon.com, Inc. (NASDAQ:AMZN) by 28.8% 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 30,194 shares of the e-commerce giant’s stock after acquiring an additional 6,754 shares during the quarter. Amazon.com […]

Pictet Asset Management Holding SA boosted its stake in shares of Waters Corporation (NYSE:WAT – Free Report) by 69.7% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 52,893 shares of the medical instruments supplier’s stock after buying an additional 21,718 shares during the quarter. […]

Leonteq Securities AG grew its stake in Stryker Corporation (NYSE:SYK – Free Report) by 348.3% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,240 shares of the medical technology company’s stock after acquiring an additional 4,848 shares during the […]

Prevatt Capital Ltd grew its position in Copart, Inc. (NASDAQ:CPRT – Free Report) by 64.7% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 700,000 shares of the business services provider’s stock after purchasing an additional 275,000 shares during the quarter. Copart makes up 6.3% of Prevatt Capital Ltd’s portfolio, making the stock […]

Boston Trust Walden Corp lessened its position in shares of Essential Utilities Inc. (NYSE:WTRG – Free Report) by 3.0% during the first quarter, HoldingsChannel.com reports. The fund owned 2,481,448 shares of the company’s stock after selling 77,242 shares during the period. Essential Utilities makes up approximately 0.8% of Boston Trust Walden Corp’s holdings, making the […]

Stock Yards Bank & Trust Co. lowered its position in shares of Visa Inc. (NYSE:V – Free Report) by 0.9% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 208,838 shares of the credit-card processor’s stock after selling 1,828 shares during the quarter. Visa accounts for 2.0% of Stock Yards Bank & Trust […]

Turtle Creek Wealth Advisors LLC grew its stake in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 2.5% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 33,847 shares of the industrial products company’s stock after acquiring an additional 810 […]

iA Global Asset Management Inc. lowered its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR – Free Report) by 36.1% during the first quarter, Holdings Channel reports. The fund owned 16,364 shares of the company’s stock after selling 9,246 shares during the quarter. iA Global Asset Management Inc.’s holdings in Dollar Tree were worth $1,792,000 […]

Triangle Securities Wealth Management lowered its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 8.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,920 shares of the software giant’s stock after selling 2,004 shares during the quarter. Microsoft comprises 1.8% […]

Sierra Summit Advisors LLC purchased a new position in Teradyne, Inc. (NASDAQ:TER – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 34,350 shares of the company’s stock, valued at approximately $10,183,000. Teradyne makes up about 1.5% of Sierra Summit […]

Keybank National Association OH cut its stake in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 4.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 279,710 shares of the medical research company’s stock after selling 12,685 shares during the quarter. Keybank […]

iA Global Asset Management Inc. bought a new position in PPG Industries, Inc. (NYSE:PPG – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 11,564 shares of the specialty chemicals company’s stock, valued at approximately $1,236,000. A number of other […]

Y Intercept Hong Kong Ltd purchased a new position in Colgate-Palmolive Company (NYSE:CL – Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 141,675 shares of the company’s stock, valued at approximately $12,075,000. Other institutional investors and hedge funds […]

Elevation Point Wealth Partners LLC increased its holdings in Astrazeneca Plc (NYSE:AZN – Free Report) by 212.5% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 45,217 shares of the company’s stock after purchasing an additional 30,746 shares during the quarter. Elevation […]

Harbor Investment Advisory LLC cut its stake in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 61.9% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 2,834 shares of the network technology company’s stock after selling 4,603 shares during the period. Harbor […]

DB Fitzpatrick & Co Inc lessened its position in shares of Corning Incorporated (NYSE:GLW – Free Report) by 31.6% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 7,911 shares of the electronics maker’s stock after selling 3,648 shares during the period. DB Fitzpatrick […]

Hoge Financial Services LLC boosted its holdings in Microsoft Corporation (NASDAQ:MSFT – Free Report) by 25.5% during the first quarter, HoldingsChannel.com reports. The fund owned 7,122 shares of the software giant’s stock after purchasing an additional 1,448 shares during the period. Microsoft accounts for 1.4% of Hoge Financial Services LLC’s portfolio, making the stock its […]

USS Investment Management Ltd boosted its position in Copart, Inc. (NASDAQ:CPRT – Free Report) by 13.0% in the 1st quarter, HoldingsChannel reports. The firm owned 195,364 shares of the business services provider’s stock after acquiring an additional 22,455 shares during the period. USS Investment Management Ltd’s holdings in Copart were worth $6,483,000 as of its […]

James Investment Research Inc. trimmed its holdings in shares of Tractor Supply Company (NASDAQ:TSCO – Free Report) by 76.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,577 shares of the specialty retailer’s stock after selling 18,541 shares during the […]

Jamison Private Wealth Management Inc. boosted its stake in Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 5.7% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 36,341 shares of the network technology company’s stock after purchasing an additional 1,958 shares during the period. Jamison Private Wealth […]

Keybank National Association OH decreased its position in Parker-Hannifin Corporation (NYSE:PH – Free Report) by 4.0% during the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 390,916 shares of the industrial products company’s stock after selling 16,233 shares during the period. Parker-Hannifin comprises approximately 1.3% of Keybank National Association […]

Pictet Asset Management Holding SA lessened its position in shares of W.R. Berkley Corporation (NYSE:WRB – Free Report) by 16.9% during the first quarter, Holdings Channel reports. The institutional investor owned 171,834 shares of the insurance provider’s stock after selling 34,954 shares during the quarter. Pictet Asset Management Holding SA’s holdings in W.R. Berkley were […]

Keybank National Association OH trimmed its holdings in shares of Automatic Data Processing, Inc. (NASDAQ:ADP – Free Report) by 3.9% during the first quarter, HoldingsChannel reports. The institutional investor owned 183,091 shares of the business services provider’s stock after selling 7,474 shares during the quarter. Keybank National Association OH’s holdings in Automatic Data Processing were […]

Pictet Asset Management Holding SA lowered its position in Regions Financial Corporation (NYSE:RF – Free Report) by 14.8% during the first quarter, Holdings Channel reports. The institutional investor owned 520,035 shares of the bank’s stock after selling 90,374 shares during the quarter. Pictet Asset Management Holding SA’s holdings in Regions Financial were worth $13,583,000 as […]

Keybank National Association OH lowered its holdings in shares of Corning Incorporated (NYSE:GLW – Free Report) by 1.4% in the first quarter, HoldingsChannel reports. The firm owned 703,463 shares of the electronics maker’s stock after selling 10,267 shares during the period. Keybank National Association OH’s holdings in Corning were worth $95,650,000 as of its most […]

Keybank National Association OH decreased its position in Intuitive Surgical, Inc. (NASDAQ:ISRG – Free Report) by 2.9% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 84,732 shares of the medical equipment provider’s stock after selling 2,525 shares during the quarter. Keybank National […]

Heritage Investors Management Corp raised its stake in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.3% during the first quarter, HoldingsChannel reports. The fund owned 80,404 shares of the healthcare conglomerate’s stock after acquiring an additional 1,835 shares during the quarter. Heritage Investors Management Corp’s holdings in UnitedHealth Group were worth $21,757,000 […]

Turtle Creek Wealth Advisors LLC lifted its stake in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 29.0% during the 1st quarter, Holdings Channel reports. The fund owned 26,753 shares of the company’s stock after buying an additional 6,019 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in Merck & […]

Boston Trust Walden Corp trimmed its stake in shares of Charles River Laboratories International, Inc. (NYSE:CRL – Free Report) by 6.4% during the first quarter, Holdings Channel reports. The firm owned 285,425 shares of the medical research company’s stock after selling 19,452 shares during the period. Boston Trust Walden Corp’s holdings in Charles River Laboratories […]