West Branch Capital LLC lessened its holdings in Kellanova (NYSE:K – Free Report) by 21.0% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 751 shares of the company’s stock after selling 200 shares during the quarter. West Branch Capital LLC’s holdings in Kellanova were worth $61,000 as of its most recent filing […]

Dakota Wealth Management trimmed its stake in shares of KLA Co. (NASDAQ:KLAC – Free Report) by 0.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 896,177 shares of the semiconductor company’s stock after selling 1,778 shares during the quarter. KLA accounts for approximately 13.0% of Dakota Wealth Management’s portfolio, making the stock its […]

Royal Fund Management LLC decreased its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 12.9% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 44,539 shares of the company’s stock after selling 6,618 shares during the quarter. Royal Fund Management LLC’s holdings in […]

Perpetual Ltd reduced its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 3.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 41,365 shares of the company’s stock after selling 1,377 shares during the quarter. Perpetual Ltd’s holdings in Altria Group were worth […]

Viking Fund Management LLC reduced its position in Tenaris S.A. (NYSE:TS – Free Report) by 36.8% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 60,000 shares of the industrial products company’s stock after selling 35,000 shares during the period. Viking Fund Management LLC’s holdings in Tenaris were worth $2,267,000 at the end […]

Charles Schwab Trust Co increased its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 1.4% during the 4th quarter, HoldingsChannel reports. The firm owned 21,603 shares of the company’s stock after buying an additional 288 shares during the period. Charles Schwab Trust Co’s holdings in AbbVie were worth $3,839,000 as of its most recent […]

Cetera Trust Company N.A lowered its stake in Rapid7, Inc. (NASDAQ:RPD – Free Report) by 24.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,515 shares of the technology company’s stock after selling 1,160 shares during the quarter. Cetera Trust Company N.A’s holdings […]

Aspire Private Capital LLC lifted its position in shares of McKesson Co. (NYSE:MCK – Free Report) by 1.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 2,186 shares of the company’s stock after acquiring an additional 21 shares during the quarter. Aspire Private Capital LLC’s holdings in McKesson were worth $1,246,000 at […]

Janney Capital Management LLC lowered its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 3.3% in the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 60,839 shares of the company’s stock after selling 2,083 shares during the quarter. Janney Capital Management LLC’s holdings in Zoetis […]

UMB Bank n.a. trimmed its holdings in shares of Becton, Dickinson and Company (NYSE:BDX – Free Report) by 4.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 6,444 shares of the medical instruments supplier’s stock after selling 323 shares during the period. UMB Bank n.a.’s […]

Cetera Trust Company N.A cut its holdings in Curtiss-Wright Co. (NYSE:CW – Free Report) by 5.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 1,445 shares of the aerospace company’s stock after selling 90 shares during the period. Cetera Trust Company N.A’s holdings in Curtiss-Wright were […]

Roberts Wealth Advisors LLC grew its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 19.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,452 shares of the company’s stock after purchasing an additional 241 shares during the period. Roberts Wealth […]

Investment Advisory Group LLC grew its position in Welltower Inc. (NYSE:WELL – Free Report) by 1.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,889 shares of the real estate investment trust’s stock after buying an additional 85 shares during the […]

Global Trust Asset Management LLC grew its position in shares of Celestica Inc. (NYSE:CLS – Free Report) (TSE:CLS) by 195.0% during the fourth quarter, Holdings Channel reports. The fund owned 2,950 shares of the technology company’s stock after purchasing an additional 1,950 shares during the period. Global Trust Asset Management LLC’s holdings in Celestica were […]

Red Spruce Capital LLC raised its stake in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 6.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,217 shares of the asset manager’s stock after purchasing an additional 199 shares during […]

Advisory Alpha LLC lowered its position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 5.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 15,223 shares of the company’s stock after selling 924 shares during the quarter. Advisory Alpha LLC’s […]

XML Financial LLC lessened its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 1.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 4,939 shares of the investment management company’s stock after selling 94 shares during […]

Advisory Alpha LLC cut its position in shares of Global X MLP ETF (NYSEARCA:MLPA – Free Report) by 1.4% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 37,296 shares of the company’s stock after selling 545 shares during the period. Advisory Alpha LLC’s holdings in Global X MLP ETF were worth $1,846,000 […]

Global Trust Asset Management LLC trimmed its stake in Union Pacific Co. (NYSE:UNP – Free Report) by 5.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 6,227 shares of the railroad operator’s stock after selling 355 shares during the period. […]

Simon Quick Advisors LLC reduced its stake in Vertiv Holdings Co (NYSE:VRT – Free Report) by 5.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,803 shares of the company’s stock after selling 663 shares during the quarter. Simon Quick Advisors […]

Bourne Lent Asset Management Inc. lowered its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 0.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 60,856 shares of the software company’s stock after selling 154 shares during the quarter. Adobe makes up […]

ARS Investment Partners LLC lessened its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 2.8% during the 4th quarter, HoldingsChannel reports. The firm owned 29,006 shares of the company’s stock after selling 850 shares during the period. ARS Investment Partners LLC’s holdings in AbbVie were worth $5,154,000 as of its most recent […]

Nisa Investment Advisors LLC lessened its position in Equinix, Inc. (NASDAQ:EQIX – Free Report) by 6.3% during the fourth quarter, Holdings Channel reports. The fund owned 43,361 shares of the financial services provider’s stock after selling 2,894 shares during the period. Nisa Investment Advisors LLC’s holdings in Equinix were worth $40,885,000 at the end of […]

Viking Fund Management LLC reduced its stake in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 1.5% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 160,000 shares of the company’s stock after selling 2,400 shares during the period. Xcel Energy makes up […]

Cetera Trust Company N.A lowered its holdings in Extra Space Storage Inc. (NYSE:EXR – Free Report) by 11.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,771 shares of the real estate investment trust’s stock after selling 225 shares […]

Daymark Wealth Partners LLC decreased its position in shares of Carrier Global Co. (NYSE:CARR – Free Report) by 0.5% during the 4th quarter, Holdings Channel.com reports. The firm owned 62,261 shares of the company’s stock after selling 332 shares during the quarter. Daymark Wealth Partners LLC’s holdings in Carrier Global were worth $4,250,000 at the […]

Janney Capital Management LLC lessened its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 22.9% during the fourth quarter, HoldingsChannel.com reports. The fund owned 12,882 shares of the information technology services provider’s stock after selling 3,827 shares during the quarter. Janney Capital Management LLC’s holdings in ServiceNow were worth $13,656,000 as of […]

Charles Schwab Trust Co trimmed its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 16.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,867 shares of the exchange traded fund’s stock after selling 360 shares during the period. Charles Schwab […]

Great Waters Wealth Management lowered its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 6.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 386 shares of the credit services provider’s stock after selling 26 shares during the period. Great Waters Wealth Management’s holdings in Mastercard were worth $203,000 at the end of […]

ForthRight Wealth Management LLC cut its stake in Aflac Incorporated (NYSE:AFL – Free Report) by 5.9% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,263 shares of the financial services provider’s stock after selling 459 shares during the period. ForthRight Wealth Management […]

Daymark Wealth Partners LLC reduced its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 2.6% during the 4th quarter, Holdings Channel reports. The firm owned 49,983 shares of the financial services provider’s stock after selling 1,344 shares during the quarter. Daymark Wealth Partners LLC’s holdings in Charles Schwab were worth $3,699,000 at […]

Global Trust Asset Management LLC grew its position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 236.1% during the fourth quarter, Holdings Channel reports. The firm owned 5,210 shares of the software maker’s stock after acquiring an additional 3,660 shares during the quarter. Global Trust Asset Management LLC’s holdings in Fortinet were worth […]

XML Financial LLC lessened its holdings in Prospect Capital Co. (NASDAQ:PSEC – Free Report) by 53.7% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 946,006 shares of the financial services provider’s stock after selling 1,098,442 shares during the quarter. XML Financial LLC’s holdings in Prospect Capital were worth $4,077,000 at the end of […]

Genesis Private Wealth LLC bought a new position in shares of Union Pacific Co. (NYSE:UNP – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund bought 1,041 shares of the railroad operator’s stock, valued at approximately $237,000. A number of other institutional investors and hedge funds have also bought and sold shares of […]

Dakota Wealth Management boosted its stake in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 1.4% in the fourth quarter, HoldingsChannel reports. The firm owned 326,120 shares of the exchange traded fund’s stock after purchasing an additional 4,580 shares during the quarter. Dakota Wealth Management’s holdings in iShares Gold Trust were worth $16,146,000 […]

Nisa Investment Advisors LLC boosted its stake in shares of General Electric (NYSE:GE – Free Report) by 0.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 261,880 shares of the conglomerate’s stock after acquiring an additional 2,320 shares during the […]

Nisa Investment Advisors LLC boosted its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 0.2% during the fourth quarter, HoldingsChannel.com reports. The fund owned 460,275 shares of the financial services provider’s stock after purchasing an additional 811 shares during the period. Nisa Investment Advisors LLC’s holdings in Charles Schwab were worth $34,065,000 […]

Verum Partners LLC decreased its stake in shares of Vanguard Tax-Exempt Bond ETF (NYSEARCA:VTEB – Free Report) by 7.0% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 9,474 shares of the company’s stock after selling 712 shares during the quarter. Verum Partners LLC’s holdings in Vanguard Tax-Exempt Bond ETF were worth $475,000 at […]

Mirabaud & Cie SA cut its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 17.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 11,629 shares of the biopharmaceutical company’s stock after selling 2,500 shares during the quarter. Mirabaud & […]

MBM Wealth Consultants LLC boosted its holdings in Federated Hermes, Inc. (NYSE:FHI – Free Report) by 6.8% during the fourth quarter, Holdings Channel reports. The fund owned 7,479 shares of the company’s stock after purchasing an additional 474 shares during the period. MBM Wealth Consultants LLC’s holdings in Federated Hermes were worth $306,000 as of […]

Cetera Trust Company N.A boosted its holdings in Chart Industries, Inc. (NYSE:GTLS – Free Report) by 22.4% during the fourth quarter, Holdings Channel reports. The fund owned 1,450 shares of the industrial products company’s stock after purchasing an additional 265 shares during the period. Cetera Trust Company N.A’s holdings in Chart Industries were worth $277,000 […]

Investment Advisory Group LLC reduced its holdings in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 7.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,616 shares of the exchange traded fund’s stock after selling 200 shares during the […]

Barlow Wealth Partners Inc. grew its holdings in Accenture plc (NYSE:ACN – Free Report) by 3.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 52,280 shares of the information technology services provider’s stock after purchasing an additional 1,842 shares during the period. Accenture makes […]

Global Trust Asset Management LLC lowered its holdings in Elevance Health, Inc. (NYSE:ELV – Free Report) by 4.0% during the fourth quarter, HoldingsChannel reports. The fund owned 1,512 shares of the company’s stock after selling 63 shares during the period. Global Trust Asset Management LLC’s holdings in Elevance Health were worth $558,000 as of its […]

Atomi Financial Group Inc. boosted its position in The TJX Companies, Inc. (NYSE:TJX – Free Report) by 17.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 10,712 shares of the apparel and home fashions retailer’s stock after buying an additional 1,573 shares during the quarter. Atomi Financial Group Inc.’s holdings in TJX Companies […]

White Pine Investment CO lifted its holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 574.9% in the fourth quarter, Holdings Channel reports. The firm owned 187,717 shares of the company’s stock after buying an additional 159,904 shares during the period. White Pine Investment CO’s holdings in Schwab U.S. Mid-Cap ETF were worth […]

XML Financial LLC trimmed its position in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 273,912 shares of the company’s stock after selling 5,375 shares during the period. iShares Russell Mid-Cap ETF makes up about 2.2% of XML Financial LLC’s holdings, making […]

Janney Capital Management LLC acquired a new position in shares of Pinterest, Inc. (NYSE:PINS – Free Report) during the fourth quarter, HoldingsChannel.com reports. The institutional investor acquired 147,902 shares of the company’s stock, valued at approximately $4,289,000. Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the […]

Clear Harbor Asset Management LLC boosted its position in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 2.9% during the 4th quarter, Holdings Channel reports. The fund owned 2,864 shares of the retailer’s stock after acquiring an additional 82 shares during the quarter. Clear Harbor Asset Management LLC’s holdings in Costco Wholesale were worth $2,624,000 […]

Viking Fund Management LLC cut its holdings in Texas Pacific Land Co. (NYSE:TPL – Free Report) by 37.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,000 shares of the financial services provider’s stock after selling 600 shares during the period. […]