Mach 1 Financial Group LLC boosted its stake in NextEra Energy, Inc. (NYSE:NEE – Free Report) by 178.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 17,714 shares of the utilities provider’s stock after buying an additional 11,359 shares during the quarter. Mach 1 […]

Rathbones Group PLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,048.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 824,173 shares of the Internet television network’s stock after buying an additional 752,424 shares during the period. […]

Mach 1 Financial Group LLC boosted its position in shares of Walmart Inc. (NASDAQ:WMT – Free Report) by 2,014.6% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 233,731 shares of the retailer’s stock after purchasing an additional 222,678 shares during the quarter. Walmart comprises […]

Rathbones Group PLC boosted its stake in MercadoLibre, Inc. (NASDAQ:MELI – Free Report) by 54.4% during the 4th quarter, Holdings Channel reports. The institutional investor owned 14,989 shares of the company’s stock after acquiring an additional 5,283 shares during the period. Rathbones Group PLC’s holdings in MercadoLibre were worth $30,192,000 at the end of the […]

FourThought Financial Partners LLC boosted its position in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 5.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,847 shares of the retailer’s stock after buying an additional 727 shares during the quarter. Costco Wholesale […]

Great Diamond Partners LLC purchased a new stake in shares of Newmont Corporation (NYSE:NEM – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 13,334 shares of the basic materials company’s stock, valued at approximately $1,331,000. A number of other institutional […]

Burling Wealth Partners LLC lifted its holdings in shares of NextEra Energy, Inc. (NYSE:NEE – Free Report) by 14.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 86,060 shares of the utilities provider’s stock after acquiring an additional 10,683 shares during the quarter. NextEra Energy makes up 1.1% of Burling Wealth Partners LLC’s […]

FourThought Financial Partners LLC lessened its holdings in shares of Chesapeake Utilities Corporation (NYSE:CPK – Free Report) by 42.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 20,500 shares of the utilities provider’s stock after selling 15,000 shares during the quarter. […]

Mach 1 Financial Group LLC acquired a new stake in JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 197,688 shares of the company’s stock, valued at approximately $10,001,000. JPMorgan Ultra-Short Income ETF comprises approximately 2.1% of […]

FourThought Financial Partners LLC bought a new position in shares of Slide Insurance Holdings, Inc. (NASDAQ:SLDE – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 302,506 shares of the company’s stock, valued at approximately $5,893,000. FourThought Financial Partners LLC owned 0.24% of […]

Prevail Innovative Wealth Advisors LLC grew its stake in shares of ExxonMobil Corporation (NYSE:XOM – Free Report) by 9.4% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 86,528 shares of the oil and gas company’s stock after purchasing an additional 7,438 shares during […]

Mach 1 Financial Group LLC acquired a new position in shares of Wells Fargo & Company (NYSE:WFC) during the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 41,407 shares of the financial services provider’s stock, valued at approximately $3,859,000. Wells Fargo & Company accounts for approximately 0.8% of Mach 1 Financial Group LLC’s holdings, making […]

Financial Synergies Wealth Advisors Inc. purchased a new stake in shares of Valero Energy Corporation (NYSE:VLO – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 3,366 shares of the oil and gas company’s stock, valued at approximately $548,000. Other institutional investors have also recently made changes to their positions in the company. […]

HighTower Advisors LLC increased its position in The PNC Financial Services Group, Inc (NYSE:PNC – Free Report) by 3.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 379,374 shares of the financial services provider’s stock after buying an additional […]

HighTower Advisors LLC grew its position in Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 2.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,162,734 shares of the company’s stock after buying an additional 57,995 shares during the period. HighTower Advisors […]

Mach 1 Financial Group LLC acquired a new position in shares of Fidelity MSCI Materials Index ETF (NYSEARCA:FMAT – Free Report) during the 4th quarter, Holdings Channel reports. The fund acquired 30,287 shares of the company’s stock, valued at approximately $1,609,000. Several other large investors also recently added to or reduced their stakes in FMAT. […]

FourThought Financial Partners LLC increased its holdings in Procter & Gamble Company (The) (NYSE:PG – Free Report) by 29.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 52,223 shares of the company’s stock after purchasing an additional 11,859 shares during the quarter. FourThought Financial […]