ING Groep NV lowered its position in shares of The Cigna Group (NYSE:CI – Free Report) by 5.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,526 shares of the health services provider’s stock after selling 1,861 shares during the quarter. […]

FDx Advisors Inc. decreased its stake in shares of Sanofi (NASDAQ:SNY – Free Report) by 11.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 4,792 shares of the company’s stock after selling 593 shares during the period. FDx Advisors Inc.’s holdings in Sanofi were […]

Camelot Portfolios LLC lessened its stake in Teekay Co. (NYSE:TK – Free Report) by 4.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 108,000 shares of the shipping company’s stock after selling 5,000 shares during the period. Camelot Portfolios LLC’s […]

Camelot Portfolios LLC reduced its position in Ford Motor (NYSE:F – Free Report) by 4.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 35,051 shares of the auto manufacturer’s stock after selling 1,580 shares during the quarter. Camelot Portfolios LLC’s holdings in Ford Motor were worth $347,000 at the end of the most recent […]

Wealth Alliance decreased its holdings in Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 2.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 2,082 shares of the technology company’s stock after selling 56 shares during the quarter. Wealth Alliance’s holdings in Guidewire Software were worth $351,000 as of its most recent SEC filing. Several […]

Leuthold Group LLC cut its holdings in shares of IAC Inc. (NASDAQ:IAC – Free Report) by 3.4% in the 4th quarter, HoldingsChannel reports. The fund owned 58,470 shares of the company’s stock after selling 2,049 shares during the period. Leuthold Group LLC’s holdings in IAC were worth $2,522,000 as of its most recent SEC filing. […]

Allianz Asset Management GmbH increased its position in shares of Mplx Lp (NYSE:MPLX – Free Report) by 1.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,568,200 shares of the pipeline company’s stock after purchasing an additional 17,900 shares during the quarter. Allianz […]

Camelot Portfolios LLC bought a new position in IDEX Co. (NYSE:IEX – Free Report) in the 4th quarter, HoldingsChannel.com reports. The institutional investor bought 2,394 shares of the industrial products company’s stock, valued at approximately $501,000. Several other institutional investors have also made changes to their positions in IEX. Sumitomo Mitsui Trust Group Inc. boosted […]

Ipswich Investment Management Co. Inc. cut its stake in shares of Shell plc (NYSE:SHEL – Free Report) by 9.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 20,001 shares of the energy company’s stock after selling 2,116 shares during the period. Ipswich Investment Management […]

Bryn Mawr Capital Management LLC reduced its position in Visa Inc. (NYSE:V – Free Report) by 3.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 30,621 shares of the credit-card processor’s stock after selling 1,143 shares during the period. Bryn Mawr Capital Management LLC’s holdings […]

Waterfront Wealth Inc. reduced its position in Intel Co. (NASDAQ:INTC – Free Report) by 44.7% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 26,792 shares of the chip maker’s stock after selling 21,660 shares during the period. Waterfront Wealth Inc.’s holdings […]

Jessup Wealth Management Inc reduced its holdings in Visa Inc. (NYSE:V – Free Report) by 2.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,645 shares of the credit-card processor’s stock after selling 136 shares during the quarter. Visa makes up approximately […]

Centricity Wealth Management LLC acquired a new position in shares of RTX Co. (NYSE:RTX – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 450 shares of the company’s stock, valued at approximately $52,000. A number of […]

Bell Bank raised its stake in AT&T Inc. (NYSE:T – Free Report) by 20.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 378,422 shares of the technology company’s stock after purchasing an additional 63,420 shares during the quarter. AT&T accounts for […]

Transcend Capital Advisors LLC reduced its stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 4.7% in the fourth quarter, HoldingsChannel.com reports. The fund owned 6,642 shares of the business services provider’s stock after selling 327 shares during the quarter. Transcend Capital Advisors LLC’s holdings in Fiserv were worth $1,364,000 at the end […]

Wolverine Asset Management LLC boosted its holdings in shares of Watsco, Inc. (NYSE:WSO – Free Report) by 27.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 4,200 shares of the construction company’s stock after buying an additional 900 shares during the period. Wolverine Asset Management LLC’s holdings in Watsco were worth $1,990,000 […]

Wolverine Asset Management LLC boosted its holdings in Comerica Incorporated (NYSE:CMA – Free Report) by 5.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 33,393 shares of the financial services provider’s stock after acquiring an additional 1,598 shares during the period. Wolverine Asset Management LLC’s […]

Waterfront Wealth Inc. decreased its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 17.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 4,375 shares of the company’s stock after selling 905 shares during the period. Waterfront Wealth […]

Handelsbanken Fonder AB raised its stake in Airbnb, Inc. (NASDAQ:ABNB – Free Report) by 3.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 145,321 shares of the company’s stock after purchasing an additional 4,192 shares during the period. Handelsbanken Fonder AB’s holdings […]

Wealth Alliance cut its position in KKR & Co. Inc. (NYSE:KKR – Free Report) by 7.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,113 shares of the asset manager’s stock after selling 168 shares during the period. Wealth […]

Wealth Alliance trimmed its stake in shares of iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 76.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 13,486 shares of the company’s stock after selling 42,614 shares during the quarter. Wealth Alliance’s holdings in iShares […]

Global Retirement Partners LLC grew its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 2.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,848 shares of the software maker’s stock after purchasing an additional 48 shares during the quarter. Global […]

Advantage Trust Co increased its position in shares of Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 26.3% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 1,689 shares of the company’s stock after buying an additional 352 shares during the period. Advantage Trust Co’s holdings in Vanguard Financials ETF were worth $199,000 […]

Paradigm Asset Management Co. LLC reduced its stake in Amphenol Co. (NYSE:APH – Free Report) by 86.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,700 shares of the electronics maker’s stock after selling 17,600 shares during the period. Paradigm […]

Handelsbanken Fonder AB decreased its holdings in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 6.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 75,363 shares of the basic materials company’s stock after selling 5,569 shares during […]

Alberta Investment Management Corp purchased a new stake in WD-40 (NASDAQ:WDFC – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 4,500 shares of the specialty chemicals company’s stock, valued at approximately $1,092,000. Several other institutional investors and hedge funds have also added […]

Wealth Alliance decreased its position in Grand Canyon Education, Inc. (NASDAQ:LOPE – Free Report) by 2.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,378 shares of the company’s stock after selling 62 shares during the quarter. Wealth Alliance’s holdings in […]

Indie Asset Partners LLC lowered its position in Global X Uranium ETF (NYSEARCA:URA – Free Report) by 10.2% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,762 shares of the company’s stock after selling 1,000 shares during the period. Indie Asset Partners LLC’s holdings in Global X […]

Elite Wealth Management Inc. trimmed its position in shares of ASML Holding (NASDAQ:ASML – Free Report) by 1.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 4,802 shares of the semiconductor company’s stock after selling 63 shares during the period. ASML accounts for approximately 0.4% of Elite Wealth Management Inc.’s investment portfolio, […]

Wolverine Asset Management LLC increased its stake in Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 2.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 40,921 shares of the bank’s stock after buying an additional 1,014 shares during the quarter. Wolverine Asset Management LLC’s holdings in Citizens Financial Group were worth $1,791,000 […]

Indie Asset Partners LLC boosted its holdings in Medical Properties Trust, Inc. (NYSE:MPW – Free Report) by 16.7% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 15,384 shares of the real estate investment trust’s stock after purchasing an additional 2,204 shares during the quarter. […]

Allianz Asset Management GmbH boosted its holdings in Veeva Systems Inc. (NYSE:VEEV – Free Report) by 31.9% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 548,493 shares of the technology company’s stock after purchasing an additional 132,633 shares during the period. Allianz Asset Management GmbH’s holdings in Veeva Systems were worth $115,321,000 as […]

Leuthold Group LLC lessened its stake in shares of Citizens Financial Group, Inc. (NYSE:CFG – Free Report) by 3.5% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 97,904 shares of the bank’s stock after selling 3,538 shares during the period. Leuthold Group LLC’s holdings in Citizens […]

Paradigm Asset Management Co. LLC bought a new stake in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 3,800 shares of the ride-sharing company’s stock, valued at approximately $229,000. A number of […]

Ipswich Investment Management Co. Inc. decreased its holdings in The Estée Lauder Companies Inc. (NYSE:EL – Free Report) by 35.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,919 shares of the company’s stock after selling 1,636 shares […]

Ipswich Investment Management Co. Inc. lowered its holdings in Laboratory Co. of America Holdings (NYSE:LH – Free Report) by 14.1% in the fourth quarter, HoldingsChannel reports. The firm owned 1,220 shares of the medical research company’s stock after selling 200 shares during the quarter. Ipswich Investment Management Co. Inc.’s holdings in Laboratory Co. of America […]

Navellier & Associates Inc. acquired a new stake in Baker Hughes (NASDAQ:BKR – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 73,651 shares of the company’s stock, valued at approximately $3,021,000. Other hedge funds have […]

Sigma Planning Corp raised its position in Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 198.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 573,815 shares of the company’s stock after buying an additional 381,502 shares during the quarter. Sigma Planning Corp’s holdings in Schwab US Large-Cap ETF were worth $13,301,000 […]

Kentucky Retirement Systems lowered its holdings in shares of Carrier Global Co. (NYSE:CARR – Free Report) by 1.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 57,694 shares of the company’s stock after selling 794 shares during the period. Kentucky Retirement Systems’ holdings […]

Lipe & Dalton lowered its stake in Constellation Brands, Inc. (NYSE:STZ – Free Report) by 5.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,914 shares of the company’s stock after selling 295 shares during the period. Lipe & Dalton’s holdings […]

Navellier & Associates Inc. increased its holdings in shares of TechnipFMC plc (NYSE:FTI – Free Report) by 8.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 91,353 shares of the oil and gas company’s stock after buying an additional 6,853 […]

Ipswich Investment Management Co. Inc. increased its holdings in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 105.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,444 shares of the network technology company’s stock after acquiring an additional […]

LifeSteps Financial Inc. grew its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 200.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 14,882 shares of the company’s stock after acquiring an additional 9,934 shares […]

Cypress Capital LLC bought a new stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 1,810 shares of the exchange traded fund’s stock, valued at approximately $213,000. Other large investors have also recently modified their holdings of the company. International Assets Investment […]

Forte Capital LLC ADV raised its holdings in iShares ESG Aware MSCI EAFE ETF (NASDAQ:ESGD – Free Report) by 3.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,462 shares of the company’s stock after acquiring an additional 129 shares during the […]

Kennon Green & Company LLC decreased its position in Genuine Parts (NYSE:GPC – Free Report) by 0.8% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,394 shares of the specialty retailer’s stock after selling 96 shares during the quarter. Genuine Parts makes up 1.1% […]

Navellier & Associates Inc. lifted its holdings in Costco Wholesale Co. (NASDAQ:COST – Free Report) by 5.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,841 shares of the retailer’s stock after purchasing an additional 1,201 shares during the period. Costco Wholesale […]

Camelot Portfolios LLC cut its holdings in shares of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 1.2% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 71,637 shares of the company’s stock after selling 835 shares during the period. Invesco BulletShares 2028 Corporate Bond ETF accounts for 1.6% of […]

Variant Private Wealth LLC bought a new position in shares of iShares U.S. Medical Devices ETF (NYSEARCA:IHI – Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 22,795 shares of the company’s stock, valued at approximately $1,330,000. iShares […]

Kentucky Retirement Systems decreased its holdings in shares of Fidelity National Information Services, Inc. (NYSE:FIS – Free Report) by 1.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 37,491 shares of the information technology services provider’s stock after selling 516 shares during […]