Donaldson (NYSE:DCI – Get Free Report) announced its quarterly earnings results on Tuesday. The industrial products company reported $0.99 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.04, Zacks reports. The business had revenue of $940.10 million for the quarter, compared to analysts’ expectations of $936.02 million. Donaldson had a return on […]

PVH (NYSE:PVH – Get Free Report) updated its FY 2025 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 10.750-11.00 for the period, compared to the consensus estimate of 12.520. The company issued revenue guidance of -. PVH also updated its Q2 2025 guidance to 1.850-2.00 EPS. Analysts Set New Price […]

KWB Wealth lessened its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 4.5% in the 1st quarter, Holdings Channel.com reports. The firm owned 3,994 shares of the company’s stock after selling 187 shares during the quarter. KWB Wealth’s holdings in PepsiCo were worth $607,000 as of its most recent SEC filing. A number of […]

Channel Wealth LLC reduced its stake in Chevron Co. (NYSE:CVX – Free Report) by 1.8% during the first quarter, Holdings Channel.com reports. The institutional investor owned 5,074 shares of the oil and gas company’s stock after selling 93 shares during the period. Channel Wealth LLC’s holdings in Chevron were worth $849,000 as of its most […]

Gainplan LLC lifted its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 103.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,270 shares of the electric vehicle producer’s stock after purchasing an additional 3,181 shares during the quarter. Tesla comprises […]

AMS Capital Ltda grew its position in Visa Inc. (NYSE:V – Free Report) by 36.1% in the 1st quarter, Holdings Channel.com reports. The firm owned 39,696 shares of the credit-card processor’s stock after buying an additional 10,520 shares during the period. Visa makes up approximately 5.7% of AMS Capital Ltda’s investment portfolio, making the stock […]

Columbia Asset Management decreased its holdings in shares of Visa Inc. (NYSE:V – Free Report) by 3.3% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 54,423 shares of the credit-card processor’s stock after selling 1,868 shares during the period. Visa makes up approximately 3.7% of […]

Charles Schwab Trust Co cut its holdings in Visa Inc. (NYSE:V – Free Report) by 25.2% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,034 shares of the credit-card processor’s stock after selling 1,361 shares during the quarter. Charles Schwab Trust Co’s holdings in […]

Diligent Investors LLC lessened its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 5.5% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 53,195 shares of the biopharmaceutical company’s stock after selling 3,088 shares during the quarter. Diligent Investors LLC’s holdings in […]

LS Investment Advisors LLC reduced its position in shares of Chevron Co. (NYSE:CVX – Free Report) by 5.9% in the 1st quarter, Holdings Channel.com reports. The firm owned 24,623 shares of the oil and gas company’s stock after selling 1,553 shares during the quarter. LS Investment Advisors LLC’s holdings in Chevron were worth $4,119,000 at […]

Bay Rivers Group lowered its holdings in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.6% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 25,996 shares of the information services provider’s stock after selling 148 shares during the period. Alphabet comprises about 2.1% […]

Thrive Wealth Management LLC lessened its position in Adobe Inc. (NASDAQ:ADBE – Free Report) by 11.1% in the 1st quarter, Holdings Channel reports. The fund owned 1,279 shares of the software company’s stock after selling 159 shares during the period. Thrive Wealth Management LLC’s holdings in Adobe were worth $491,000 as of its most recent […]

Lmcg Investments LLC cut its stake in shares of Visa Inc. (NYSE:V – Free Report) by 2.8% during the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 68,671 shares of the credit-card processor’s stock after selling 1,959 shares during the period. Visa comprises approximately 1.6% of Lmcg Investments […]

ACT Advisors LLC. bought a new stake in Visa Inc. (NYSE:V – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 574 shares of the credit-card processor’s stock, valued at approximately $201,000. Several other large investors have also […]

Thrive Wealth Management LLC reduced its position in AbbVie Inc. (NYSE:ABBV – Free Report) by 3.6% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,980 shares of the company’s stock after selling 222 shares during the period. Thrive Wealth Management LLC’s […]

Fermata Advisors LLC cut its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 12.3% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,830 shares of the semiconductor manufacturer’s stock after selling 1,103 shares during the quarter. Fermata Advisors LLC’s holdings in […]

Charles Schwab Trust Co reduced its position in Oracle Co. (NYSE:ORCL – Free Report) by 37.6% during the first quarter, HoldingsChannel reports. The fund owned 6,399 shares of the enterprise software provider’s stock after selling 3,848 shares during the quarter. Charles Schwab Trust Co’s holdings in Oracle were worth $895,000 as of its most recent […]

Charles Schwab Trust Co decreased its stake in Caterpillar Inc. (NYSE:CAT – Free Report) by 5.5% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 4,994 shares of the industrial products company’s stock after selling 290 shares during the quarter. Charles Schwab Trust Co’s holdings […]

Lake Street Private Wealth LLC lowered its stake in shares of Chevron Co. (NYSE:CVX – Free Report) by 16.4% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,407 shares of the oil and gas company’s stock after selling 1,847 shares during […]

Clare Market Investments LLC raised its position in Visa Inc. (NYSE:V – Free Report) by 16.1% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,295 shares of the credit-card processor’s stock after buying an additional 456 shares during the period. Clare Market Investments LLC’s […]

HF Advisory Group LLC decreased its stake in shares of Waste Management, Inc. (NYSE:WM – Free Report) by 1.8% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 3,798 shares of the business services provider’s stock after selling 69 shares during the quarter. HF Advisory […]

Fluent Financial LLC reduced its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 19.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,494 shares of the oil and gas company’s stock after selling 831 shares during the period. […]

Diligent Investors LLC grew its holdings in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 15.7% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 8,096 shares of the electric vehicle producer’s stock after purchasing an additional 1,099 shares during the period. Diligent Investors LLC’s […]

Charles Schwab Trust Co decreased its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 3.1% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 25,979 shares of the semiconductor manufacturer’s stock after selling 831 shares during the period. Charles […]

Fermata Advisors LLC cut its stake in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 7.5% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 2,465 shares of the electric vehicle producer’s stock after selling 200 shares during the quarter. Fermata Advisors LLC’s holdings in Tesla were worth $639,000 as of its most recent SEC […]

HF Advisory Group LLC boosted its holdings in Exxon Mobil Co. (NYSE:XOM – Free Report) by 16.5% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 22,642 shares of the oil and gas company’s stock after buying an additional 3,210 shares during the period. Exxon Mobil makes up […]

Clare Market Investments LLC cut its holdings in shares of Chevron Co. (NYSE:CVX – Free Report) by 15.9% during the first quarter, HoldingsChannel.com reports. The firm owned 3,041 shares of the oil and gas company’s stock after selling 574 shares during the period. Clare Market Investments LLC’s holdings in Chevron were worth $509,000 as of […]

Boltwood Capital Management decreased its position in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 6.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 56,649 shares of the biopharmaceutical company’s stock after selling 3,688 shares during the […]

Diligent Investors LLC trimmed its holdings in AbbVie Inc. (NYSE:ABBV – Free Report) by 2.5% in the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 8,405 shares of the company’s stock after selling 216 shares during the period. Diligent Investors LLC’s holdings in AbbVie were worth $1,761,000 at the […]

LS Investment Advisors LLC reduced its holdings in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 15.0% during the 1st quarter, Holdings Channel reports. The firm owned 64,958 shares of the semiconductor manufacturer’s stock after selling 11,429 shares during the quarter. Broadcom makes up about 1.7% of LS Investment Advisors LLC’s holdings, making the stock its […]

Beacon Financial Group trimmed its stake in Amgen Inc. (NASDAQ:AMGN – Free Report) by 4.7% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 10,880 shares of the medical research company’s stock after selling 533 shares during the period. Beacon Financial Group’s holdings in Amgen were […]

LS Investment Advisors LLC lowered its stake in Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 68,346 shares of the information services provider’s stock after selling 75 shares during the quarter. Alphabet comprises about 1.6% […]

Chatham Capital Group Inc. trimmed its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 4.0% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 35,013 shares of the company’s stock after selling 1,459 shares during the quarter. AbbVie accounts for approximately […]

Salvus Wealth Management LLC boosted its position in shares of Zoetis Inc. (NYSE:ZTS – Free Report) by 25.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,977 shares of the company’s stock after acquiring an additional 800 shares […]

Oak Asset Management LLC increased its stake in shares of Medtronic plc (NYSE:MDT – Free Report) by 1.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 40,080 shares of the medical technology company’s stock after acquiring an additional 443 […]

Meta Platforms, Inc. (NASDAQ:META – Get Free Report) COO Javier Olivan sold 517 shares of the stock in a transaction on Monday, June 2nd. The shares were sold at an average price of $644.93, for a total value of $333,428.81. Following the completion of the sale, the chief operating officer now owns 9,921 shares in […]

Channel Wealth LLC lifted its stake in Eli Lilly and Company (NYSE:LLY – Free Report) by 17.0% in the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 9,947 shares of the company’s stock after purchasing an additional 1,443 shares during the quarter. Eli Lilly and […]

Clare Market Investments LLC reduced its position in shares of Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.6% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 103,210 shares of the information services provider’s stock after selling 2,767 shares during the […]

Lmcg Investments LLC reduced its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 15.1% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 37,449 shares of the semiconductor manufacturer’s stock after selling 6,657 shares during the period. Lmcg Investments LLC’s holdings […]

Naples Global Advisors LLC lowered its stake in shares of BlackRock, Inc. (NYSE:BLK – Free Report) by 0.3% during the first quarter, HoldingsChannel reports. The fund owned 7,962 shares of the asset manager’s stock after selling 21 shares during the quarter. Naples Global Advisors LLC’s holdings in BlackRock were worth $7,536,000 as of its most […]

Beacon Financial Group grew its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 0.6% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,162 shares of the home improvement retailer’s stock after purchasing an additional […]

Beacon Financial Group cut its stake in Waste Management, Inc. (NYSE:WM – Free Report) by 6.2% in the 1st quarter, Holdings Channel reports. The firm owned 25,455 shares of the business services provider’s stock after selling 1,677 shares during the period. Beacon Financial Group’s holdings in Waste Management were worth $5,893,000 at the end of […]

Naples Global Advisors LLC cut its stake in Exxon Mobil Co. (NYSE:XOM – Free Report) by 0.4% in the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 77,837 shares of the oil and gas company’s stock after selling 315 shares during the quarter. Exxon Mobil comprises 0.9% of Naples Global Advisors LLC’s holdings, making the […]

Salvus Wealth Management LLC increased its stake in Altria Group, Inc. (NYSE:MO – Free Report) by 4.2% in the 1st quarter, HoldingsChannel reports. The institutional investor owned 15,362 shares of the company’s stock after purchasing an additional 621 shares during the quarter. Salvus Wealth Management LLC’s holdings in Altria Group were worth $922,000 as of […]

Chatham Capital Group Inc. lifted its stake in The Home Depot, Inc. (NYSE:HD – Free Report) by 2.7% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 13,886 shares of the home improvement retailer’s stock after purchasing an additional 359 shares during the […]

Charles Schwab Trust Co decreased its holdings in Union Pacific Co. (NYSE:UNP – Free Report) by 15.7% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,051 shares of the railroad operator’s stock after selling 382 shares during the period. Charles Schwab […]

Thrive Wealth Management LLC lowered its stake in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 0.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 12,616 shares of the information services provider’s stock after selling 86 shares during the […]

Parallel Advisors LLC decreased its stake in shares of Xcel Energy Inc. (NASDAQ:XEL – Free Report) by 17.5% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,065 shares of the company’s stock after selling 863 shares during the quarter. Parallel Advisors LLC’s holdings […]

Boltwood Capital Management lessened its holdings in The Coca-Cola Company (NYSE:KO – Free Report) by 1.1% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 26,255 shares of the company’s stock after selling 295 shares during the quarter. Boltwood Capital Management’s holdings in Coca-Cola were […]

Accel Wealth Management boosted its position in Tesla, Inc. (NASDAQ:TSLA – Free Report) by 29.7% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,632 shares of the electric vehicle producer’s stock after buying an additional 374 shares during the period. Accel Wealth […]