Invesco Ltd. raised its stake in shares of Linde PLC (NASDAQ:LIN – Free Report) by 26.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 5,402,317 shares of the basic materials company’s stock after buying an additional 1,114,751 shares during the […]

First Growth Capital LLC bought a new position in Apple Inc. (NASDAQ:AAPL – Free Report) during the fourth quarter, Holdings Channel reports. The fund bought 7,913 shares of the iPhone maker’s stock, valued at approximately $2,180,000. Apple makes up 2.1% of First Growth Capital LLC’s portfolio, making the stock its 8th biggest holding. Other institutional […]

Corient Private Wealth LLC increased its position in Cummins Inc. (NYSE:CMI – Free Report) by 52.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 492,638 shares of the company’s stock after purchasing an additional 169,371 shares during the period. Corient Private Wealth LLC’s holdings in Cummins were worth $251,467,000 at the end […]

WealthPoint Financial LLC bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 1,420 shares of the semiconductor manufacturer’s stock, valued at approximately $492,000. Other institutional investors and hedge funds have also […]

Corient Private Wealth LLC increased its holdings in shares of Ecolab Inc. (NYSE:ECL – Free Report) by 22.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 1,096,726 shares of the basic materials company’s stock after purchasing an additional 201,519 shares during the quarter. Corient Private Wealth LLC’s holdings in Ecolab were worth $287,913,000 […]

Compound Planning Inc. raised its stake in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 10.3% in the fourth quarter, Holdings Channel reports. The fund owned 238,966 shares of the information services provider’s stock after purchasing an additional 22,275 shares during the quarter. Alphabet accounts for approximately 2.2% of Compound Planning Inc.’s investment portfolio, making the […]

TMB Capital Partners LLC purchased a new position in Broadcom Inc. (NASDAQ:AVGO – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 17,939 shares of the semiconductor manufacturer’s stock, valued at approximately $6,209,000. Broadcom accounts for approximately 2.1% of TMB Capital […]

First Growth Capital LLC acquired a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 1,594 shares of the semiconductor manufacturer’s stock, valued at approximately $546,000. A number of other hedge funds […]

Titan Investment Management LLC bought a new stake in Morgan Stanley (NYSE:MS – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 5,383 shares of the financial services provider’s stock, valued at approximately $956,000. Other hedge funds have also […]

Wick Capital Partners LLC lifted its stake in shares of Microsoft Corporation (NASDAQ:MSFT – Free Report) by 11,516.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 446,401 shares of the software giant’s stock after acquiring an additional 442,558 shares during the quarter. Microsoft accounts […]

MV Capital Management Inc. acquired a new position in Caterpillar Inc. (NYSE:CAT – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The fund acquired 10,417 shares of the industrial products company’s stock, valued at approximately $5,968,000. Other hedge funds have also recently added to or reduced their stakes […]

Compound Planning Inc. increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 81.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 66,013 shares of the network equipment provider’s stock after buying an additional 29,604 shares during […]

Corient Private Wealth LLC grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 39.5% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 3,167,277 shares of the network equipment provider’s stock after purchasing an additional 897,432 shares during the period. Corient Private Wealth […]

GuidedMoney LLC purchased a new position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 5,705 shares of the company’s stock, valued at approximately $1,472,000. Vanguard Small-Cap ETF makes up 0.8% of GuidedMoney […]

Little Harbor Advisors LLC boosted its stake in Invesco QQQ (NASDAQ:QQQ – Free Report) by 14.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 29,614 shares of the exchange traded fund’s stock after buying an additional 3,836 shares during the period. Invesco QQQ […]

SB Capital Management Inc bought a new position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 6,920 shares of the exchange traded fund’s stock, valued at approximately $562,000. A number of other […]

WealthPoint Financial LLC acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 4,951 shares of the network equipment provider’s stock, valued at approximately $381,000. A number of other hedge funds […]

Pacer Advisors Inc. trimmed its holdings in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 40.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 533,324 shares of the company’s stock after selling 364,761 shares during the quarter. Pacer Advisors Inc.’s holdings in Palantir […]

Corient Private Wealth LLC boosted its holdings in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 68.9% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 595,670 shares of the industrial products company’s stock after acquiring an additional 242,927 shares during the period. Corient Private Wealth LLC’s […]

Sunbelt Securities Inc. lowered its position in iShares Gold Trust (NYSEARCA:IAU – Free Report) by 37.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 262,168 shares of the exchange traded fund’s stock after selling 159,877 shares during the period. […]

Sunbelt Securities Inc. increased its position in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 38,127 shares of the exchange traded fund’s stock after buying an additional 1,128 shares during the […]

Wick Capital Partners LLC decreased its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 95.9% in the fourth quarter, HoldingsChannel reports. The fund owned 6,136 shares of the company’s stock after selling 142,573 shares during the quarter. Wick Capital Partners LLC’s holdings in iShares Core MSCI EAFE ETF were […]

Compound Planning Inc. boosted its position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 15.4% in the 4th quarter, HoldingsChannel reports. The firm owned 764,845 shares of the company’s stock after purchasing an additional 102,002 shares during the period. Vanguard Total Bond Market ETF makes up about 1.7% of Compound Planning Inc.’s […]

Floyd Financial Group LLC purchased a new stake in Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) during the fourth quarter, Holdings Channel reports. The firm purchased 7,764 shares of the company’s stock, valued at approximately $1,380,000. A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Beaird […]

GFI Investment Counsel Ltd. decreased its stake in shares of American Express Company (NYSE:AXP) by 1.1% during the 4th quarter, Holdings Channel reports. The institutional investor owned 203,789 shares of the payment services company’s stock after selling 2,174 shares during the period. American Express makes up about 8.0% of GFI Investment Counsel Ltd.’s portfolio, making […]

First Growth Capital LLC acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the fourth quarter, according to its most recent filing with the SEC. The firm acquired 2,000 shares of the healthcare conglomerate’s stock, valued at approximately $660,000. Other institutional investors and hedge funds also recently added to or reduced […]

T. Rowe Price Investment Management Inc. grew its holdings in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 72.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,476,269 shares of the semiconductor manufacturer’s stock after acquiring an additional 2,298,027 shares during the quarter. […]

Thryve Wealth Management LLC bought a new position in shares of American Express Company (NYSE:AXP) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 1,812 shares of the payment services company’s stock, valued at approximately $670,000. Other hedge funds and […]

GuidedMoney LLC acquired a new stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 222,195 shares of the company’s stock, valued at approximately $74,495,000. Vanguard Total Stock Market […]

Titan Investment Management LLC purchased a new stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) in the 4th quarter, Holdings Channel reports. The fund purchased 11,153 shares of the company’s stock, valued at approximately $1,982,000. Palantir Technologies comprises approximately 1.8% of Titan Investment Management LLC’s portfolio, making the stock its 22nd largest […]

Sonoma Allocations LLC lifted its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2,196.1% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 103,256 shares of the company’s stock after buying an additional 98,759 […]

Claris Financial LLC purchased a new stake in Philip Morris International Inc. (NYSE:PM – Free Report) during the 4th quarter, HoldingsChannel.com reports. The fund purchased 3,646 shares of the company’s stock, valued at approximately $585,000. A number of other hedge funds have also added to or reduced their stakes in the stock. Portfolio Resources Advisor […]

SB Capital Management Inc bought a new position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 5,248 shares of the company’s stock, valued at approximately $470,000. Several other hedge funds and other […]

MV Capital Management Inc. purchased a new position in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 137,140 shares of the company’s stock, valued at approximately $12,269,000. iShares Core MSCI EAFE […]

Thryve Wealth Management LLC acquired a new position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,892 shares of the healthcare conglomerate’s stock, valued at approximately $1,285,000. UnitedHealth Group accounts for […]

OakTrust Wealth Advisors LLC bought a new position in shares of Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm bought 5,576 shares of the company’s stock, valued at approximately $1,225,000. Vanguard Dividend Appreciation ETF […]

Corient Private Wealth LLC boosted its position in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) by 42.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 34,849,543 shares of the company’s stock after acquiring an additional 10,449,040 shares during the period. Vanguard FTSE Developed Markets ETF makes up approximately […]

MV Capital Management Inc. bought a new position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) in the 4th quarter, HoldingsChannel.com reports. The fund bought 251,485 shares of the company’s stock, valued at approximately $25,118,000. iShares Core U.S. Aggregate Bond ETF comprises about 2.4% of MV Capital Management Inc.’s holdings, […]

Topor & Co. Korea acquired a new position in Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 47,808 shares of the company’s stock, valued at approximately $3,541,000. Vanguard Total Bond Market ETF accounts for approximately […]

SB Capital Management Inc bought a new stake in shares of Vanguard FTSE Developed Markets ETF (NYSEARCA:VEA – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 26,734 shares of the company’s stock, valued at approximately $1,670,000. Several other institutional […]