Pacer Advisors Inc. lessened its holdings in shares of Accenture PLC (NYSE:ACN – Free Report) by 8.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,405,212 shares of the information technology services provider’s stock after selling 122,431 shares during […]

Bayban purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 6,812 shares of the network equipment provider’s stock, valued at approximately $525,000. Other institutional investors and hedge funds have also […]

Pacer Advisors Inc. decreased its holdings in shares of Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 5.8% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 3,381,809 shares of the biopharmaceutical company’s stock after selling 208,936 shares during the period. Gilead Sciences accounts for about 0.6% of Pacer Advisors Inc.’s holdings, making the […]

Nolet Wealth Management LLC purchased a new stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 1,414 shares of the electric vehicle producer’s stock, valued at approximately $636,000. A number of other large investors also recently modified […]

Union Savings Bank bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 8,919 shares of the network equipment provider’s stock, valued at approximately $687,000. Other institutional investors and hedge funds have also made changes to their positions in the company. World […]

Pacer Advisors Inc. increased its position in Intel Corporation (NASDAQ:INTC – Free Report) by 22.4% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,173,761 shares of the chip maker’s stock after acquiring an additional 214,497 shares during the period. Pacer Advisors […]

River Road Asset Management LLC reduced its position in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 40.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 22,044 shares of the medical research company’s stock after selling 15,112 shares during […]

DUTCH ASSET Corp acquired a new stake in shares of Baker Hughes Company (NASDAQ:BKR – Free Report) in the fourth quarter, Holdings Channel reports. The firm acquired 23,044 shares of the company’s stock, valued at approximately $1,049,000. Baker Hughes makes up approximately 0.8% of DUTCH ASSET Corp’s investment portfolio, making the stock its 29th largest […]

Koenig Investment Advisory LLC purchased a new stake in shares of MetLife, Inc. (NYSE:MET – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 39,201 shares of the financial services provider’s stock, valued at approximately $2,977,000. MetLife comprises about 2.4% of Koenig Investment Advisory LLC’s holdings, making the stock its 11th biggest holding. […]

Tulsa Wealth Advisors INC acquired a new position in Verizon Communications Inc. (NYSE:VZ – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 94,433 shares of the cell phone carrier’s stock, valued at approximately $3,846,000. Verizon Communications makes up approximately 1.3% […]

Union Savings Bank acquired a new stake in Mondelez International, Inc. (NASDAQ:MDLZ – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 10,070 shares of the company’s stock, valued at approximately $542,000. Other institutional investors have also modified their holdings of the […]

Tulsa Wealth Advisors INC acquired a new position in The TJX Companies, Inc. (NYSE:TJX – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 16,468 shares of the apparel and home fashions retailer’s stock, valued at approximately […]

Tulsa Wealth Advisors INC acquired a new stake in shares of Air Products and Chemicals, Inc. (NYSE:APD – Free Report) during the fourth quarter, HoldingsChannel reports. The fund acquired 18,862 shares of the basic materials company’s stock, valued at approximately $4,659,000. Air Products and Chemicals makes up approximately 1.5% of Tulsa Wealth Advisors INC’s investment […]

World Investment Advisors raised its holdings in shares of Corning Incorporated (NYSE:GLW – Free Report) by 9.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 31,276 shares of the electronics maker’s stock after acquiring an additional 2,587 shares during the quarter. World Investment […]

Integrated Investment Consultants LLC boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 59.1% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,291 shares of the network equipment provider’s stock after purchasing an additional 14,219 shares […]

Pacer Advisors Inc. lowered its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 16.9% during the fourth quarter, HoldingsChannel reports. The firm owned 4,351,397 shares of the company’s stock after selling 885,756 shares during the quarter. Merck & Co., Inc. comprises 0.7% of Pacer Advisors Inc.’s holdings, making the stock […]

Osbon Capital Management LLC bought a new position in shares of ARK Innovation ETF (BATS:ARKK – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund bought 16,765 shares of the company’s stock, valued at approximately $1,290,000. ARK Innovation ETF comprises […]

Tulsa Wealth Advisors INC acquired a new stake in Comcast Corporation (NASDAQ:CMCSA – Free Report) in the fourth quarter, HoldingsChannel reports. The institutional investor acquired 93,622 shares of the cable giant’s stock, valued at approximately $2,798,000. A number of other hedge funds and other institutional investors also recently made changes to their positions in CMCSA. […]

World Investment Advisors raised its position in American Electric Power Company, Inc. (NASDAQ:AEP – Free Report) by 26.2% during the fourth quarter, HoldingsChannel reports. The firm owned 21,841 shares of the company’s stock after purchasing an additional 4,533 shares during the period. World Investment Advisors’ holdings in American Electric Power were worth $2,518,000 at the […]

River Road Asset Management LLC lifted its holdings in Texas Instruments Incorporated (NASDAQ:TXN – Free Report) by 32.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 59,562 shares of the semiconductor company’s stock after acquiring an additional 14,570 shares during the quarter. River Road Asset Management LLC’s holdings in Texas Instruments were worth […]

Rockefeller Capital Management L.P. boosted its holdings in Cadence Design Systems, Inc. (NASDAQ:CDNS – Free Report) by 54.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 319,696 shares of the software maker’s stock after acquiring an additional 112,923 shares during the period. Rockefeller Capital Management L.P.’s holdings in Cadence Design Systems were worth […]

BSN CAPITAL PARTNERS Ltd purchased a new stake in Bank of America Corporation (NYSE:BAC) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 1,006,820 shares of the financial services provider’s stock, valued at approximately $54,573,000. Bank of America comprises approximately 2.4% of BSN CAPITAL PARTNERS Ltd’s portfolio, making the stock its 10th biggest […]

Pure Financial Advisors LLC boosted its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 36.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 8,082 shares of the technology company’s stock after acquiring an additional 2,141 shares during the period. Pure Financial Advisors […]

Rockefeller Capital Management L.P. lowered its holdings in AT&T Inc. (NYSE:T – Free Report) by 5.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,651,859 shares of the technology company’s stock after selling 250,875 shares during the period. Rockefeller Capital Management L.P.’s holdings […]

Mengis Capital Management Inc. increased its stake in Deere & Company (NYSE:DE – Free Report) by 6.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 27,120 shares of the industrial products company’s stock after purchasing an additional 1,730 shares during the quarter. Deere […]

Keenan LLC bought a new position in iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 104,957 shares of the company’s stock, valued at approximately $10,762,000. iShares Core S&P U.S. […]

Sentinel Dome Partners LLC bought a new position in International Business Machines Corporation (NYSE:IBM – Free Report) in the fourth quarter, HoldingsChannel reports. The firm bought 13,300 shares of the technology company’s stock, valued at approximately $3,940,000. International Business Machines accounts for 2.7% of Sentinel Dome Partners LLC’s holdings, making the stock its 12th largest […]

Gunpowder Capital Management LLC dba Oliver Wealth Management bought a new stake in Blackstone Inc. (NYSE:BX – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund bought 4,942 shares of the asset manager’s stock, valued at approximately $762,000. Several other large investors have also recently added to or reduced their stakes in the stock. […]

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC bought a new position in Saia, Inc. (NASDAQ:SAIA – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 15,840 shares of the transportation company’s stock, valued at approximately $5,172,000. […]

Rockefeller Capital Management L.P. increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 18.4% during the fourth quarter, Holdings Channel.com reports. The firm owned 409,484 shares of the company’s stock after buying an additional 63,695 shares during the period. Rockefeller Capital Management L.P.’s holdings in iShares S&P 500 […]

Pure Financial Advisors LLC increased its position in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) by 22.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 154,488 shares of the company’s stock after buying an additional 27,865 shares during the period. Pure Financial Advisors LLC’s holdings in Dimensional […]

CFO Capital Management LLC acquired a new position in Alger AI Enablers & Adopters ETF (NYSEARCA:ALAI – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 33,751 shares of the company’s stock, valued at approximately $1,219,000. Alger AI Enablers & […]

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed its position in shares of H World Group Limited Sponsored ADR (NASDAQ:HTHT – Free Report) by 50.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,167 shares […]

Larry Mathis Financial Planning LLC purchased a new position in SPDR S&P Aerospace & Defense ETF (NYSEARCA:XAR – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 5,228 shares of the company’s stock, valued at approximately $1,261,000. SPDR S&P […]

Gunpowder Capital Management LLC dba Oliver Wealth Management purchased a new position in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 32,860 shares of the company’s stock, valued at approximately $1,252,000. Dimensional […]