Whittier Trust Co. lowered its holdings in Fortive Corporation (NYSE:FTV – Free Report) by 80.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 57,263 shares of the technology company’s stock after selling 232,321 shares during the quarter. Whittier Trust Co.’s holdings in Fortive were […]

Whittier Trust Co. decreased its holdings in shares of ServiceNow, Inc. (NYSE:NOW – Free Report) by 72.8% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 65,722 shares of the information technology services provider’s stock after selling 176,237 shares during the quarter. […]

Whittier Trust Co. boosted its position in Doximity, Inc. (NYSE:DOCS – Free Report) by 84,669.6% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 183,950 shares of the company’s stock after purchasing an additional 183,733 shares during the period. Whittier Trust Co. owned […]

Whittier Trust Co. decreased its position in shares of Fair Isaac Corporation (NYSE:FICO – Free Report) by 28.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,779 shares of the technology company’s stock after selling 3,043 shares during the […]

QRG Capital Management Inc. raised its position in Fiserv, Inc. (NASDAQ:FISV – Free Report) by 86.2% during the 1st quarter, Holdings Channel reports. The firm owned 34,932 shares of the business services provider’s stock after acquiring an additional 16,172 shares during the quarter. QRG Capital Management Inc.’s holdings in Fiserv were worth $1,949,000 at the […]

Whittier Trust Co. boosted its position in Guidewire Software, Inc. (NYSE:GWRE – Free Report) by 9.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 69,638 shares of the technology company’s stock after acquiring an additional 6,251 shares during the quarter. Whittier Trust Co. owned […]

United Asset Strategies Inc. grew its holdings in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 22.9% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 28,856 shares of the company’s stock after purchasing an additional 5,373 shares during the […]

United Asset Strategies Inc. trimmed its position in shares of Fortinet, Inc. (NASDAQ:FTNT – Free Report) by 45.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 16,165 shares of the software maker’s stock after selling 13,323 shares during the quarter. United Asset Strategies […]

United Asset Strategies Inc. lifted its holdings in Cheniere Energy, Inc. (NYSE:LNG – Free Report) by 9.7% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 28,950 shares of the energy company’s stock after purchasing an additional 2,554 shares during the period. United Asset Strategies Inc.’s holdings […]

QRG Capital Management Inc. lifted its holdings in shares of Aon plc (NYSE:AON – Free Report) by 49.7% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,169 shares of the financial services provider’s stock after purchasing an additional 2,049 shares during the quarter. QRG […]

Sage Rhino Capital LLC decreased its stake in shares of Goldman Sachs BDC, Inc. (NYSE:GSBD – Free Report) by 89.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 43,485 shares of the financial services provider’s stock after selling 366,400 shares during the […]

Swedbank AB trimmed its holdings in Ingersoll Rand Inc. (NYSE:IR – Free Report) by 36.5% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,464,233 shares of the industrial products company’s stock after selling 1,414,116 shares during the period. Swedbank AB’s holdings in Ingersoll […]

Whittier Trust Co. of Nevada Inc. boosted its stake in shares of MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 37.5% 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 1,739 shares of the company’s stock after purchasing an […]

Whittier Trust Co. of Nevada Inc. raised its holdings in Eli Lilly and Company (NYSE:LLY – Free Report) by 5.5% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 49,186 shares of the company’s stock after acquiring an additional 2,582 shares during the quarter. Eli […]

Sather Financial Group Inc cut its position in Monster Beverage Corporation (NASDAQ:MNST – Free Report) by 1.0% in the 1st quarter, Holdings Channel.com reports. The institutional investor owned 990,713 shares of the company’s stock after selling 10,287 shares during the period. Monster Beverage makes up about 4.4% of Sather Financial Group Inc’s investment portfolio, making […]

Whittier Trust Co. acquired a new position in shares of Comfort Systems USA, Inc. (NYSE:FIX – Free Report) during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 8,458 shares of the construction company’s stock, valued at approximately $12,130,000. Other institutional […]

Private Advisor Group LLC trimmed its holdings in shares of Oklo Inc. (NYSE:OKLO – Free Report) by 22.7% in the first quarter, Holdings Channel.com reports. The fund owned 114,026 shares of the company’s stock after selling 33,477 shares during the quarter. Private Advisor Group LLC’s holdings in Oklo were worth $5,655,000 at the end of […]

Whittier Trust Co. trimmed its holdings in shares of West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) by 56.0% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,990 shares of the medical instruments supplier’s stock after selling 25,491 shares during the period. Whittier Trust […]

QRG Capital Management Inc. decreased its holdings in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 13.1% during the first quarter, Holdings Channel.com reports. The fund owned 3,496 shares of the construction company’s stock after selling 529 shares during the period. QRG Capital Management Inc.’s holdings in United Rentals were worth $2,547,000 as […]

Whittier Trust Co. of Nevada Inc. lessened its stake in Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 37.4% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 44,473 shares of the company’s stock after selling 26,516 shares during the period. Whittier […]

United Asset Strategies Inc. lessened its holdings in C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Free Report) by 29.1% during the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,991 shares of the transportation company’s stock after selling 2,875 shares during the period. United Asset Strategies […]

United Asset Strategies Inc. grew its position in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) by 504.7% in the first quarter, Holdings Channel reports. The fund owned 26,504 shares of the basic materials company’s stock after buying an additional 22,121 shares during the quarter. United Asset Strategies Inc.’s holdings in Air […]

QRG Capital Management Inc. increased its stake in shares of Colgate-Palmolive Company (NYSE:CL – Free Report) by 19.4% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 38,030 shares of the company’s stock after acquiring an additional 6,178 shares during the […]

O Domhnaill Enterprises Inc. trimmed its position in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 40.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,755 shares of the investment management company’s stock after selling 1,200 shares during […]

Sather Financial Group Inc increased its stake in shares of Brookfield Asset Management Ltd. (NYSE:BAM – Free Report) (TSE:BAM.A) by 18.4% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 571,709 shares of the financial services provider’s stock after purchasing an […]

Whittier Trust Co. decreased its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 11.6% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 32,531 shares of the company’s stock after selling 4,279 shares during the period. Whittier Trust Co.’s holdings in SPDR S&P Dividend ETF were worth $4,759,000 at […]

Whittier Trust Co. of Nevada Inc. grew its holdings in Marathon Petroleum Corporation (NYSE:MPC – Free Report) by 11.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,143 shares of the oil and gas company’s stock after purchasing an additional 2,400 shares […]

DLH Holdings Corp. (NASDAQ:DLHC – Get Free Report) major shareholder Mink Brook Asset Management Ll acquired 9,422 shares of the business’s stock in a transaction on Monday, July 6th. The stock was acquired at an average price of $5.19 per share, for a total transaction of $48,900.18. Following the acquisition, the insider owned 2,136,798 shares […]