Leo Wealth LLC trimmed its holdings in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.2% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,263 shares of the company’s stock after selling 896 shares during the period. Leo Wealth […]

United Community Bank raised its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 17.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,806 shares of the information services provider’s stock after acquiring an additional 1,309 shares during the period. […]

Apollon Financial LLC raised its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 66,864 shares of the information services provider’s stock after acquiring an additional 558 shares during […]

Leo Wealth LLC cut its holdings in shares of Abbott Laboratories (NYSE:ABT – Free Report) by 13.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,641 shares of the healthcare product maker’s stock after selling 2,348 shares during the period. Leo […]

Sigma Planning Corp cut its stake in shares of Chevron Corporation (NYSE:CVX – Free Report) by 1.5% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 55,972 shares of the oil and gas company’s stock after selling 838 shares during the quarter. Sigma Planning […]

Hohimer Wealth Management LLC acquired a new position in Morgan Stanley (NYSE:MS – Free Report) during the first quarter, Holdings Channel.com reports. The firm acquired 33,910 shares of the financial services provider’s stock, valued at approximately $3,956,000. A number of other hedge funds and other institutional investors have also recently made changes to their positions […]

Pioneer Trust Bank N A OR cut its stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) by 1.7% during the 1st quarter, HoldingsChannel.com reports. The fund owned 10,569 shares of the company’s stock after selling 185 shares during the period. Eli Lilly and Company makes up approximately 2.3% of Pioneer Trust […]

Dakota Wealth Management lessened its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.7% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 210,034 shares of the network equipment provider’s stock after selling 3,556 shares during the […]

Firestone Capital Management bought a new position in Abbott Laboratories (NYSE:ABT – Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 4,085 shares of the healthcare product maker’s stock, valued at approximately $542,000. A number of other hedge funds and other institutional […]

OVERSEA CHINESE BANKING Corp Ltd boosted its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 326.2% in the first quarter, HoldingsChannel.com reports. The firm owned 37,144 shares of the home improvement retailer’s stock after buying an additional 28,428 shares during the quarter. OVERSEA CHINESE BANKING Corp Ltd’s holdings in Home Depot were […]

Parker Investment Management LLC lessened its holdings in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 216,977 shares of the information services provider’s stock after selling 961 shares during the […]

Graybill Wealth Management LTD. bought a new stake in Bank of America Corporation (NYSE:BAC) in the first quarter, HoldingsChannel.com reports. The institutional investor bought 92,791 shares of the financial services provider’s stock, valued at approximately $3,872,000. Other hedge funds and other institutional investors also recently made changes to their positions in the company. Geode Capital […]

Castlekeep Investment Advisors LLC reduced its holdings in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 3.9% in the first quarter, according to its most recent filing with the SEC. The fund owned 2,991 shares of the home improvement retailer’s stock after selling 123 shares during the period. Castlekeep Investment Advisors LLC’s […]

LJI Wealth Management LLC boosted its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 60.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 735 shares of the healthcare conglomerate’s stock after purchasing an additional 277 shares during the […]

Asahi Life Asset Management CO. LTD. trimmed its stake in shares of McDonald’s Corporation (NYSE:MCD – Free Report) by 0.4% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,878 shares of the fast-food giant’s stock after selling 38 shares during the quarter. McDonald’s […]

United Community Bank cut its holdings in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 0.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,607 shares of the company’s stock after selling 45 shares during the period. United Community Bank’s holdings in Vanguard […]

Asahi Life Asset Management CO. LTD. lessened its holdings in The Home Depot, Inc. (NYSE:HD – Free Report) by 0.3% during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 11,508 shares of the home improvement retailer’s stock after selling 33 shares during the quarter. Home […]

SBI Securities Co. Ltd. reduced its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 43.7% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 6,277 shares of the retailer’s stock after selling 4,881 shares during the quarter. SBI Securities […]

Sumitomo Life Insurance Co. lowered its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.5% during the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,857 shares of the retailer’s stock after selling 74 shares during the period. Sumitomo Life Insurance Co.’s holdings in Costco […]