Forte Capital LLC ADV reduced its holdings in shares of Aon plc (NYSE:AON – Free Report) by 5.6% in the first quarter, HoldingsChannel reports. The fund owned 1,028 shares of the financial services provider’s stock after selling 61 shares during the period. Forte Capital LLC ADV’s holdings in AON were worth $410,000 as of its […]

Graypoint LLC lessened its stake in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 8.7% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 2,081 shares of the information technology services provider’s stock after selling 198 shares during the period. Graypoint LLC’s holdings in ServiceNow were […]

Graypoint LLC lifted its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 6.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,948 shares of the company’s stock after acquiring an additional 866 shares during the quarter. Graypoint LLC’s holdings in Altria Group […]

C WorldWide Group Holding A S decreased its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 2.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,740,500 shares of the business services provider’s stock after selling 38,360 shares […]

Outfitter Financial LLC lessened its position in Medtronic PLC (NYSE:MDT – Free Report) by 1.2% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 12,983 shares of the medical technology company’s stock after selling 155 shares during the period. Outfitter Financial LLC’s holdings in Medtronic were worth $1,167,000 […]

HubSpot, Inc. (NYSE:HUBS – Get Free Report) Director Brian Halligan sold 8,500 shares of HubSpot stock in a transaction on Tuesday, July 15th. The shares were sold at an average price of $543.07, for a total value of $4,616,095.00. Following the transaction, the director directly owned 522,435 shares of the company’s stock, valued at approximately […]

Creekmur Asset Management LLC decreased its position in Phillips 66 (NYSE:PSX – Free Report) by 43.3% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 3,773 shares of the oil and gas company’s stock after selling 2,886 shares during the period. Creekmur Asset Management LLC’s holdings in […]

Kingsview Wealth Management LLC raised its stake in 3M Company (NYSE:MMM – Free Report) by 0.3% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 33,277 shares of the conglomerate’s stock after acquiring an additional 96 shares during the period. Kingsview Wealth […]

Transce3nd LLC lifted its position in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 8.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 8,110 shares of the natural resource company’s stock after purchasing an additional 649 shares during the quarter. Transce3nd LLC’s holdings in […]

Creekmur Asset Management LLC cut its position in shares of Enbridge Inc (NYSE:ENB – Free Report) (TSE:ENB) by 37.7% in the first quarter, Holdings Channel.com reports. The firm owned 37,159 shares of the pipeline company’s stock after selling 22,525 shares during the quarter. Creekmur Asset Management LLC’s holdings in Enbridge were worth $1,646,000 at the […]

Jennison Associates LLC lowered its stake in shares of PPL Corporation (NYSE:PPL – Free Report) by 2.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,124,758 shares of the utilities provider’s stock after selling 82,197 shares during the quarter. Jennison Associates LLC owned […]

Gradient Capital Advisors LLC lessened its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 5.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,094 shares of the medical research company’s stock after selling 163 shares […]

Outfitter Financial LLC trimmed its position in shares of Snowflake Inc. (NYSE:SNOW – Free Report) by 1.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,265 shares of the company’s stock after selling 100 shares during the quarter. Outfitter Financial […]

Darden Wealth Group Inc decreased its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 5.6% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,005 shares of the exchange traded fund’s stock after selling 119 shares during the period. Darden Wealth Group Inc’s holdings in Invesco QQQ were worth $940,000 at […]

Verdence Capital Advisors LLC lifted its position in shares of Sanofi (NASDAQ:SNY – Free Report) by 11.8% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 34,546 shares of the company’s stock after purchasing an additional 3,637 shares during the quarter. Verdence Capital Advisors […]

Royalty Pharma PLC (NASDAQ:RPRX – Get Free Report) declared a quarterly dividend on Friday, July 18th, RTT News reports. Shareholders of record on Friday, August 15th will be given a dividend of 0.22 per share by the biopharmaceutical company on Wednesday, September 10th. This represents a $0.88 annualized dividend and a yield of 2.48%. Royalty […]

Verdence Capital Advisors LLC lessened its holdings in Adobe Inc. (NASDAQ:ADBE – Free Report) by 17.3% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,029 shares of the software company’s stock after selling 841 shares during the period. Verdence Capital Advisors […]

Jennison Associates LLC cut its stake in shares of The Progressive Corporation (NYSE:PGR – Free Report) by 21.5% in the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 3,239,191 shares of the insurance provider’s stock after selling 885,996 shares during the quarter. Jennison Associates LLC […]

Graypoint LLC boosted its holdings in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) by 36.4% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,510 shares of the coffee company’s stock after buying an additional 2,802 shares during the period. […]

Graypoint LLC lifted its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 14.2% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 13,254 shares of the company’s stock after acquiring an additional 1,647 shares during the quarter. Graypoint LLC’s holdings in […]

Creekmur Asset Management LLC reduced its holdings in Emerson Electric Co. (NYSE:EMR – Free Report) by 57.3% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 5,713 shares of the industrial products company’s stock after selling 7,679 shares during the quarter. Creekmur Asset Management […]

Carson Advisory Inc. trimmed its position in shares of Prudential Financial, Inc. (NYSE:PRU – Free Report) by 2.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,200 shares of the financial services provider’s stock after selling 199 shares during the period. Carson Advisory Inc.’s holdings […]

Sachetta LLC decreased its holdings in shares of Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) by 15.6% in the first quarter, Holdings Channel.com reports. The institutional investor owned 986 shares of the company’s stock after selling 182 shares during the quarter. Sachetta LLC’s holdings in Mondelez International were worth $67,000 at the end of the […]

Commerzbank Aktiengesellschaft FI grew its position in Sempra Energy (NYSE:SRE – Free Report) by 17.6% in the 1st quarter, Holdings Channel.com reports. The firm owned 18,276 shares of the utilities provider’s stock after buying an additional 2,733 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in Sempra Energy were worth $1,305,000 as of its most […]

Commerzbank Aktiengesellschaft FI increased its stake in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 30.7% during the 1st quarter, Holdings Channel.com reports. The fund owned 5,601 shares of the company’s stock after buying an additional 1,316 shares during the period. Commerzbank Aktiengesellschaft FI’s holdings in Airbnb were worth $670,000 at the end of the most […]

Outfitter Financial LLC increased its position in shares of American Tower Corporation (NYSE:AMT – Free Report) by 9.6% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,980 shares of the real estate investment trust’s stock after purchasing an additional 350 shares during the quarter. Outfitter Financial […]

Fortis Group Advisors LLC lowered its position in T-Mobile US, Inc. (NASDAQ:TMUS – Free Report) by 49.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,795 shares of the Wireless communications provider’s stock after selling 1,784 shares during the quarter. […]

Graypoint LLC boosted its stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 32.1% in the first quarter, Holdings Channel reports. The firm owned 10,681 shares of the ride-sharing company’s stock after purchasing an additional 2,595 shares during the quarter. Graypoint LLC’s holdings in Uber Technologies were worth $778,000 at the end of the […]

Jennison Associates LLC bought a new position in shares of Starbucks Corporation (NASDAQ:SBUX – Free Report) in the first quarter, according to the company in its most recent filing with the SEC. The firm bought 8,336,826 shares of the coffee company’s stock, valued at approximately $817,759,000. Several other hedge funds and other institutional investors have […]

Commerzbank Aktiengesellschaft FI lifted its stake in shares of Conagra Brands (NYSE:CAG – Free Report) by 5.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 25,593 shares of the company’s stock after purchasing an additional 1,437 shares during the quarter. Commerzbank Aktiengesellschaft FI’s […]

Pzena Investment Management LLC lowered its position in Barclays PLC (NYSE:BCS) by 31.2% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 59,296 shares of the financial services provider’s stock after selling 26,930 shares during the quarter. Pzena Investment Management LLC’s […]

Royalty Pharma PLC (NASDAQ:RPRX – Get Free Report)’s share price hit a new 52-week high during mid-day trading on Wednesday . The stock traded as high as $36.69 and last traded at $36.51, with a volume of 2817170 shares trading hands. The stock had previously closed at $36.24. Analyst Upgrades and Downgrades Several brokerages have […]

Saturna Capital Corp lessened its position in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 8.4% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 2,550 shares of the company’s stock after selling 235 shares during the quarter. Saturna Capital Corp’s holdings in […]

Welch & Forbes LLC acquired a new stake in Humana Inc. (NYSE:HUM – Free Report) during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor acquired 773 shares of the insurance provider’s stock, valued at approximately $205,000. Other hedge funds also recently modified their holdings of […]

Forum Financial Management LP boosted its holdings in Southwest Airlines Co. (NYSE:LUV – Free Report) by 2.4% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,998 shares of the airline’s stock after purchasing an additional 399 shares during the quarter. Forum Financial Management […]

Verdence Capital Advisors LLC decreased its stake in Steel Dynamics, Inc. (NASDAQ:STLD – Free Report) by 34.5% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,567 shares of the basic materials company’s stock after selling 5,568 shares during the period. […]

Hollencrest Capital Management decreased its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 0.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 136,088 shares of the healthcare conglomerate’s stock after selling 343 shares during the […]

Forum Financial Management LP increased its stake in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 18.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 16,487 shares of the natural resource company’s stock after purchasing an additional 2,578 shares during the period. Forum Financial Management LP’s […]

Patton Albertson Miller Group LLC lessened its holdings in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 20.1% during the first quarter, Holdings Channel.com reports. The firm owned 37,839 shares of the business services provider’s stock after selling 9,532 shares during the quarter. Fiserv makes up 1.2% of Patton Albertson Miller Group LLC’s investment […]

Dynasty Wealth Management LLC lifted its stake in shares of Emerson Electric Co. (NYSE:EMR – Free Report) by 2.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 9,231 shares of the industrial products company’s stock after acquiring an additional 257 shares during the quarter. […]

Commerzbank Aktiengesellschaft FI boosted its holdings in Keurig Dr Pepper, Inc (NASDAQ:KDP – Free Report) by 34.3% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 43,944 shares of the company’s stock after acquiring an additional 11,225 shares during the quarter. Commerzbank Aktiengesellschaft FI’s […]

Commerzbank Aktiengesellschaft FI raised its stake in Coterra Energy Inc. (NYSE:CTRA – Free Report) by 5.2% in the first quarter, Holdings Channel reports. The firm owned 36,628 shares of the company’s stock after acquiring an additional 1,794 shares during the quarter. Commerzbank Aktiengesellschaft FI’s holdings in Coterra Energy were worth $1,059,000 as of its most […]

Mandatum Life Insurance Co Ltd reduced its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 29.6% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 28,031 shares of the company’s stock after selling 11,776 shares during the quarter. Mandatum Life Insurance Co Ltd’s holdings in Palantir Technologies were worth $2,366,000 […]

Cullen Frost Bankers Inc. lessened its holdings in shares of American Water Works Company, Inc. (NYSE:AWK – Free Report) by 13.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 21,635 shares of the utilities provider’s stock after selling 3,463 shares […]

Dynasty Wealth Management LLC bought a new position in Mohawk Industries, Inc. (NYSE:MHK – Free Report) in the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 2,091 shares of the company’s stock, valued at approximately $239,000. Several other hedge funds and other institutional investors have […]

Patton Albertson Miller Group LLC cut its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 2.8% in the 1st quarter, Holdings Channel.com reports. The firm owned 16,181 shares of the company’s stock after selling 462 shares during the quarter. Patton Albertson Miller Group LLC’s holdings in PepsiCo were worth $2,426,000 as of its most […]

TE Connectivity Ltd. (NYSE:TEL – Get Free Report)’s stock price hit a new 52-week high on Wednesday . The company traded as high as $178.28 and last traded at $175.56, with a volume of 1656258 shares. The stock had previously closed at $176.18. Analysts Set New Price Targets A number of equities analysts have recently […]

Jennison Associates LLC grew its holdings in shares of The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 5.6% in the 1st quarter, Holdings Channel reports. The fund owned 1,699,526 shares of the financial services provider’s stock after acquiring an additional 90,792 shares during the period. Jennison Associates LLC’s holdings in The PNC […]

Ring Mountain Capital LLC grew its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 6.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,075 shares of the exchange traded fund’s stock after acquiring an additional 61 shares during the quarter. […]

Gradient Capital Advisors LLC reduced its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM – Free Report) by 3.6% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,382 shares of the wireless technology company’s stock after selling 315 shares during the period. […]